Development of workforce dashboard and planning tool to improve access to primary care

November 2021 - October 2022

Background

As widely reported in the media and national policy/publications, demand for general practice care is increasing. At the same time, there are challenges in recruiting and retaining GP doctors and an ageing nursing workforce. The NHS has introduced new roles to meet this demand in a different way. However, these roles require supervision and integration to enable multi-disciplinary working and to deliver improved health outcomes for all local people.

Given all this, there is a requirement for robust workforce planning and delivery however, many ICSs struggle to understand or access their baseline data. ICSs often do not have clarity on their staff numbers or how these numbers break down by profession and geography. Further, ICSs do not have sight of how their workforce compares to other systems, including the extent of their contribution to national workforce growth targets.

The only regular source of primary care workforce data comes from the National Workforce Reporting System (NWRS). Employing practices and PCNs record their workforce information in NWRS, and NHS Digital regularly extracts and publishes this data on its website. There are well-known data quality issues with NWRS data caused by practices and PCNs not understanding the importance of the data, not having systematic processes that ensure regular updating of their workforce information, and mis-recording staff.

Problem

To address these challenges and aims, our client, a newly formed Integrated Care System, engaged Xylem to support the establishment of a primary care workforce baseline to inform workforce planning which they wanted to use to understand their workforce better, identify current and emerging issues, and develop actions to ensure a sufficient pipeline of future staff as well as build resilience in service provision as demand continues to increase. The overall aims were:

  • To improve workforce data quality and capability for routine reporting
  • To empower and enable practices, PCNs and Place Teams to do their own bottom-up, local intelligence and needs-led workforce planning aligned to care pathways.
  • To enable the ICS to aggregate the various local workforce plans to establish an overarching system workforce plan that is more robust and meaningful, drives the right actions and complies with NHSE reporting standards.

Action

Collaborating with our client and specialist partner, we carried out an initial two-week discovery phase which resulted in agreeing the following steps which we began implementing:

  • Produce baseline analysis, including trends, benchmarks, and data quality assessment and refresh periodically aligned to the frequency of contractually required workforce submissions.
  • Socialise the workforce information with Places, the People Committee and Regional Teams (NHSE/HEE).
  • Agree on an approach to improving data quality and reporting.
  • Develop interim top-down workforce plans for the primary care system for use in the operational planning process. Where plans already exist, validate them against the new baseline analysis and adjust as necessary.
  • Educate GPs and PCN Clinical Directors regarding NWRS and reporting requirements.
  • Development of a dashboard to present NWRS primary care workforce data to practices, PCNs and Places as with easy access to their data, they can quickly identify issues with the data to inform action planning.
  • Analyse data quality and support (e.g., provide advice and written guidance) Places, PCNs and practices to improve quality and planning.
  • Develop forum(s) for ICS and Places (and PCNs) to discuss workforce issues and facilitate relationship building and knowledge sharing across the primary care system.

Impact

  • Helped the ICS to develop a deep understanding of the primary care workforce data sources.
  • Produced high-quality analysis of baseline data, including benchmarks. Identified areas of concern and opportunities for development.
  • Engaged with Places and PCNs to present baseline analysis, identify and discuss issues and build relationships.
  • Engaged with regional HEE and NHSE colleagues to build relationships, identify and address workforce issues and provide assurance.
  • Worked at multiple system levels to influence primary care workforce decisions, including at the ICS People Committee.
  • Functioned as the system authority for all primary care workforce data requests.
  • Used baseline analyses and HEE tools to produce the 2022/23 primary care operating plan.
  • Specified, designed, and oversaw the development of a primary care workforce dashboard and presented it to users, gathering feedback and managing improvements.
  • Oversaw the improvement of primary care workforce data.

Feedback for our Associate Partner

“To deliver this project successfully we required a unique set of skills and particular qualities that we didn’t have in-house. Starting from a blank canvas, Xylem and their team helped design, co-create and implement our system workforce dashboard over an 18 month period. This leading edge intelligence tool is equipping our system to understand our current workforce, develop our strategy, produce our workforce plans and drive action to ensure we have a pipeline of staff, competent to deliver services and ensure the future health and wellbeing of the people of the Black County. Its critical importance lies in the NHS drive to improve access to primary care.  We need the right workforce, now and going forward, to ensure patients can see a primary care professional to meet their needs. It’s a truly outstanding piece of work and Xylem and their team were instrumental in its creation.”

– Associate Director of Primary Care, Black Country ICB

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