Prepare the documented evidence accreditation assessors expect on long-range health financial planning.
Long-Range Financial Planning for Health Facilities
Build a working method for long-range health financial planning that stands up to scrutiny and survives daily pressure.
Course Overview
Clinical staff will work around a process for long-range health financial planning that obstructs care, and they will be right to. Cost pressure and quality expectations on financial planning are rising at the same time. Practitioner evidence points the same way: the health and pharmaceutical services discipline improves fastest where responsibility for it is named and owned. Teams frequently over-invest in documenting long-range health financial planning and under-invest in testing it. It concentrates on the parts of the health and pharmaceutical services capability that determine outcomes and treats the rest proportionately. Participants gain a clear basis for measuring what financial planning has actually achieved. It is written for people who have to make long-range health financial planning work with the resources they already have. Work is grounded in real cases drawn from financial planning, which each participant adapts to conditions in their own organisation. It ends with a prioritised list of changes to this aspect of health and pharmaceutical services that the participant is prepared to defend internally.
Expected Learning Outcomes
Plan continuity of financial planning during surge, outbreak and emergency.
Estimate what long-range health financial planning costs to run properly, and what is lost when it is not.
Establish escalation routes for financial planning that work outside normal hours.
Test the organisation's response to long-range health financial planning under conditions that are less than ideal.
Establish incident and near-miss reporting on financial planning that staff trust.
Audit long-range health financial planning in practice, not only in policy.
Who Should Attend
Managers in small and medium organisations who own long-range health financial planning alongside other duties.
Medical directors overseeing clinical governance of financial planning.
Pharmacists and pharmacy managers involved in long-range health financial planning.
Nursing managers and clinical supervisors delivering financial planning.
Hospital and health facility managers accountable for long-range health financial planning.
Public sector officials applying financial planning within a regulated framework.
Course Modules
Long-range health financial planning: medication and treatment safety
2 sessions · 8 pointsSession 1Closing out long-range health financial planning and capturing what was learned
- Measure patient experience of long-range health financial planning and feed it back to the team.
- Plan the sequence in which improvements to financial planning will be introduced.
- Establish who is informed, consulted and accountable in long-range health financial planning.
- Confirm that contractual obligations around financial planning are understood.
Session 2Investigating an adverse event involving financial planning
- Build medication safety checks into long-range health financial planning at the point of highest risk.
- Define acceptance criteria for financial planning in advance.
- Compare the cost of long-range health financial planning with the cost of its absence.
- Close the loop: confirm changes to financial planning improved the indicator they targeted.
Financial planning: cost, efficiency and sustainability of the service
2 sessions · 8 pointsSession 1Comparing financial planning with recognised practice
- Select quality indicators for long-range health financial planning that measure outcome rather than activity.
- Plan continuity of financial planning during surge and outbreak conditions.
- Define the trigger that would require long-range health financial planning to be redesigned.
- Write down the assumptions underpinning the approach to financial planning.
Session 2Keeping supply and cold chain reliable for financial planning
- Set escalation thresholds for long-range health financial planning that work out of hours.
- Confirm patient data handled within financial planning meets confidentiality obligations.
- Establish what evidence demonstrates long-range health financial planning is under control.
- Confirm the incident reporting route for financial planning is quick and non-punitive.
Financial planning: confidentiality, consent and ethics
2 sessions · 8 pointsSession 1Consent, confidentiality and ethics in financial planning
- Identify infection transmission risks created by long-range health financial planning and control them.
- Assign responsibility for keeping documentation of financial planning current.
- Verify cold chain and storage conditions for materials used in long-range health financial planning.
- Check that consent processes within financial planning are genuinely informed.
Session 2The hard cases in long-range health financial planning and how to reason about them
- Agree the indicators that will show whether long-range health financial planning is improving.
- Cost financial planning per episode and identify avoidable waste.
- Confirm licensing and regulatory requirements applying to long-range health financial planning are met.
- Set out the decisions in financial planning that require sign-off and by whom.
Financial planning: clinical process design and workflow
2 sessions · 8 pointsSession 1What patients actually experience during financial planning
- Define escalation criteria for deterioration detected through long-range health financial planning.
- Name a single owner for each element of financial planning.
- Distinguish symptoms from causes when long-range health financial planning underperforms.
- Confirm competence and continuing development for staff delivering financial planning.
Session 2Making incident reporting on financial planning safe for staff
- Rank the weaknesses in long-range health financial planning by consequence rather than by ease of fixing.
- Assemble the accreditation evidence pack for financial planning.
- Map the handovers in long-range health financial planning between functions and secure them.
- Apply structured root cause analysis to the last adverse event involving financial planning.
Choose the package that suits you
Silver Package
At least 3 people
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.