Your Strategic Projects Team - Strategicprojectseoe.co.uk

YOUR STRATEGIC PROJECTS TEAMCompiled by the NHS Midlands and EastStrategic Projects Team© Strategic Projects 2012.2

YOUR STRATEGIC PROJECTS TEAMIntroductionNHS Midlands and East has been leading the waynationally in developing a commercial and competitiveenvironment for the healthcare sector.Directed by Dr Stephen Dunn and led by Andrew MacPherson, NHS Midlandsand East’s Strategic Projects Team has designed and delivered groundbreaking transactions and competitions at Hinchingbrooke Health Care NHSTrust and Bedfordshire and Luton Mental Health and Social Care PartnershipNHS Trust (BLPT). The team has driven commercial engagement through itsCommercial Advisory Board and Cooperation and Competition Panel, theonly examples of their kind nationally.The Strategic Projects Team supports, designs and delivers innovationthrough strategic change, merger, divestment, acquisition and franchise.The team works alongside clients, stakeholders and the market place todevelop competitive transactions that drive the quality of patient experience,clinical excellence, value for money, safety and care, public service, quality,innovation and productivity.3

YOUR STRATEGIC PROJECTS TEAMBespoke and turn-keysupportThe NHS has yet to fully capture the benefits of bringingin new providers to deliver improvements in services forpatients and the public, and to drive up value for thetaxpayer. It has sometimes been slow to mobilise resourcesand bring in the relevant skilled personnel to ensure thatpotential benefits are realised.In February 2009, Stephen created the Strategic Projects Team (SPT), bringingin Andrew with an experienced team from the public, private and voluntarysectors to drive commercial transactions in the region. The SPT providesbespoke, end to end ‘turn-key’ solutions to the NHS, supporting anddelivering complex transactions.We offer a specialist team with a range of dedicated skills, experienceand support around project management, deal delivery, communications,mobilisation, approvals and implementation.Some of our solutionsThe SPT has grown from a standing start in February 2009 to deliver severalground breaking transactions which, in just three years, had a combinedvalue of nearly £2bn. Activity includes the following:• Designing and delivering the first national NHS competitions at BLPT toaddress service failings and deliver Foundation Trust status• Designing and delivering the first NHS operating franchise, atHinchingbrooke Health Care NHS Trust, to provide a sustainable solutionto its £40m debt and improve productivity and value for money in excessof £200m to meet Quality, Innovation, Productivity and Prevention (QIPP)requirements• Supporting NHS Bedfordshire, NHS Luton, NHS Suffolk and NHS SouthEast Essex in finding new homes for their community services, by runningmanaged NHS competitions, delivered within Operating Frameworktimelines.• Supporting Cambridgeshire and Peterborough Mental Health PartnershipNHS Trust on the outsourcing of Anglia Support PartnershipWe startedas we meant to go on...“I wanted to commend you,Stephen Dunn and your teamfor one of the most professionalprocurement exercises that I haveever taken part in, in over 20 yearsof providing service into the publicsector. Not only have the teambeen scrupulously fair but myteam have commented repeatedlyon how much they have enjoyedworking with them and to holdto your stated timeline in thecurrent climate has been quite anachievement”.Tom Riall, Chief Executive,Serco Civil Government,(Email to Sir Neil McKay 25 November 2010)4

YOUR STRATEGIC PROJECTS TEAM“We are looking to use this experience to support theNHS and the public sector in meeting thechallenges it faces.”Andrew MacPhersonand Dr Stephen Dunn• Developing a pilot programme to design and operationalise aprime vendor ‘integrating pathway hub’ model to support clinicalcommissioning and meeting QIPP requirements• Developing a collaborative business case with clinicians andcommissioners to transform pathology in the East of England toachieve savings of £1.4 billion over the next 20 years• Working with the other Strategic Health Authority Directors ofProvider Development to compile a national suite of interventions,including management franchises and operating franchises to supportthe delivery of Foundation Trust status across the region.5

YOUR STRATEGIC PROJECTS TEAM“We offer a specialist team with a range of dedicatedskills, experience and support around projectmanagement, deal delivery, communications,mobilisation, approvals and implementation.”6

YOUR STRATEGIC PROJECTS TEAMOur approachRecognition throughoutthe industry...“This trailblazing decision recognisesthe important role new providers canplay in delivering public services. It isparticularly encouraging to see newtypes of partnership between public,private and third sectors emerging”.Susan Anderson,CBI Director of Public Services,(News release, 25 November 2010)Positive feedback...“I think the process has been verywell organised and executed. I havecomplete faith that the outcome willbe fair and best for Hinchingbrooke.I think the whole SHA team isexcellent.”Dr Catherine Hubbard,Hinchingbrooke RadiologyConsultant and Chair of MedicalAdvisory Committee,(Email 14 September 2010)As part of any project set-up, the SPT works with clients toensure full governance arrangements are established forcontrolling and monitoring their projects.Key to successful project planning is the completion of a project initiationdocument (PID), containing everything from project management guidelines(including budget) and internal review points to role descriptions for projectstaff, risk logs and communications and engagement plans, among manyother tools.As well as a PID and as part of the package, we will produce a numberof outputs for your information and approval. These include an OutlineBusiness Case, Department of Health and Monitor updates, supportin developing a workforce strategy, online information development,market sounding reports, an invitation to participate and pre-qualificationdocuments. The support extends all the way through to the Full BusinessCase and beyond, as can be seen in a fuller list of essential ‘ingredients’detailed on page 9.A model for the futureThe team’s leadership on Hinchingbrooke and BLPT has been recognisednationally. Following these two initiatives, the national Managing Directorfor Provider Development, along with Strategic Health Authorities acrossthe UK, requested we develop a national suite of interventions – includingmanagement franchising, operating franchising and mergers andacquisitions – to support the delivery of Foundation Trust status acrossEngland and promote entry to new providers. We are seeking to leverageour experience to reduce the time it takes to run these procurements.More confidenceWithin our solutions is a powerful model of stakeholder engagement, a‘wrapper’ of communication and marketing. This is integral to managingthe impact of interventions, maintaining customers’ confidence in yourBoard’s decisions, brand and the services you provide.We will work seamlessly with your own teams or provide a bespoke serviceto ensure your projects win hearts, minds and are celebrated.7

YOUR STRATEGIC PROJECTS TEAMExperiencedSolid foundations for thefuture...“It was an excellent example ofpublic engagement, using localknowledge.”Ann Brown, Chair, Luton LINk,29 November 2010There is increasing demand for turn-key project solutions,firstly around managing complex transactions, procurement,divestment and change and, secondly, working withorganisations to achieve Foundation Trust status.We are looking to share our experience to support commissioners andproviders in delivering solutions nationally and across sectors. We believe wehave a track record of delivery and a clear business model that can be adoptedand is scalable nationally, internationally and across sectors. We have createda market leading approach to meet the accelerating demand for transaction,support, contract management, change, commissioning and FoundationTrust solutions.ProjectStartdateFinishdateApproxTransactionValue £mLength ofContract /TransactionProjectStageAnglia Support Partnership 06/12/2010 01/04/2012 £34m pa Acquisition Recommended bidderHinchingbrooke Next Steps Project 01/08/2009 01/02/2012 £900m 10 years CompleteNHS Bedfordshire 01/05/2010 31/03/2011 £100m pa Acquisition CompleteNHS Luton 01/05/2010 31/03/2011 £30m pa Acquisition CompleteNHS SE Essex 01/05/2010 31/03/2011 £33m pa Acquisition CompleteBLPT 01/02/2009 31/03/2010 £75m pa Acquisition CompleteTransforming Pathology Services 01/04/2010 01/04/2012 £410m 2 years ProcurementNHS Suffolk 01/02/2011 31/03/2012 £141m 3 years DivestmentGeorge Eliot Hospital NHS Trust 01/08/2011 01/03/2013 £90m TBC Outline Business CasePathology Commissioning Guidance 01/10/2011 01/03/2012 £0.25m 5 month project Final stagesEast and West Midlands Pathology 01/04/2012 31/03/2013 £300m TBC Start up8

YOUR STRATEGIC PROJECTS TEAM“We put together a plan that works all the way to thatdotted line, securing stakeholder and public buy in.We make it happen and are with you all the way.”The key ingredientsProject management• Setting up, including projectinitiation documentation (PID),appointment of team, projectboard arrangements and the othergovernance processes necessary toensure the project runs effectively• Establishing and managing a dataroom, if required• Providing the services of ane-procurement portal• Working with clients to tenderfor and appoint project legal andfinancial advisors• Developing the Outline BusinessCase for the project, if required,based on the HM Treasury five casemodel with strategic, commercial,management, financial andeconomic cases• Undertaking an initial service andperformance reference benchmarksurvey, if required, to enableeffective monitoring of the impactof the project on service delivery(if any) and to provide a basis forfuture benefits measurement• Completing the Full Business Case,again following the HM Treasuryfive case model.Deal delivery• Drafting, issuing, receiving,evaluating and reporting onpotential partner pre-qualification• Working with clients to appointconsultants to undertake a duediligence review and propertysurvey for inclusion in potentialpartner packs, where required• Drafting, issuing contract andfinancial models, producing legalcertainty and value for money• Working with clients to develop,draft and issue tender, dialogueand evaluation documents• Working with currentsubcontractors to agree thetransfer of SLAs or othercontractual arrangementsincluding draft contracts for usewith the strategic partner• Agreeing and establishing evaluationprocesses, teams and roles includingBoard to Board presentations• Training evaluators to use our bidevaluation system to support anextensive and auditable trail ofevaluations, reporting outcomes tothe Project BoardCommunications• Advising clients on a communicationsand engagement plan withclear ‘lines to take’ and publicityprotocols• Creating an integrated marketingplan to build confidence in theproject and any intervention• Advising clients on the earlyestablishment of a communicationsalliance between partners• Advising clients on establishing astakeholder reference group• Undertaking market soundings,publicity events and marketing toencourage supplier interest• Advising and supporting workwith current customers to obtainsignup to the proposed frameworkagreement from the earliestopportunityMobilisation andoperationalisation• Liaising with Monitor, if required,and the Department of Health tosupport or lead any external workneeded to obtain the necessaryapprovals and mobilisationprocesses• Agreeing, between all parties, abenefits realisation plan to trackdelivery of the key outcomes ofthe project• Assisting clients in managingmobilisation arrangementsincluding establishing a transitionproject boardContinual learning• Undertaking a ‘lessons from’workshop with key stakeholders• Delivering a post completionbenefits realisation reviewincluding benchmarking serviceand quality changes• Undergoing a number of Officeof Government Commerce (OGC)Gateway Reviews to provideindependent assurance of theperformance of the project tostakeholders and Project Board9

YOUR STRATEGIC PROJECTS TEAMTalk to usWe are in increasing demand to help organisations across theUnited Kingdom and beyond. We are happy to confidentiallydiscuss your requirements.Our solutions can be wholly integrated into your business or your objectivesdelegated in their entirety and directed by your Project Board. We can offeryou a proposal in as little as five working days from initial discussion, with aproject mobilisation on acceptance, in as little as twelve days. We move fastand cost effectively.Call Dr Stephen Dunn or Andrew MacPherson on (+44) 01223 596857email stephen.dunn@eoe.nhs.uk or andrew.macpherson@eoe.nhs.uk.10

YOUR STRATEGIC PROJECTS TEAMAccoladesThe Strategic Projects Team is already winning and beingshortlisted for national awards:HealthInvestor Awards 2012PUBLIC/PRIvATE PARTNERSHIPWe were shortlisted in the category for our activities in fostering public andprivate partnerships across the health care system.GO (Government Opportunity) Awards 2012ExCELLENCE IN PUBLIC PROCUREMENTWe were shortlisted in the category as recognition of the innovative nature ofthe Hinchingbrooke Next Steps project.HealthInvestor Awards 2011DEAL OF THE YEARThe award was made to the SPT for “leading the way nationally in developinga commercial and competitive environment for the healthcare sector. Withcustomers, the team drove the Hinchingbrooke operating franchise, the firstof its kind, granted through open competition”.HealthInvestor Awards 2011OUTSTANDING CONTRIBUTION BY AN INDIvIDUALAwarded to Dr Stephen Dunn, Director of Policy and Strategy (within whichthe SPT sits) for “leading the creation of a more commercial and competitiveNHS, redesigning the basic NHS business model. He has proved that thedeep suspicion between the independent sector and the NHS can be brokendown and has pioneered the way by opening up commercial and investmentopportunities that will improve quality for patients and value for money forthe taxpayer”.CIPS (Chartered Institute of Purchasing and Supplies)Awards 2011BEST PUBLIC PROCUREMENTFor the second year running we were shortlisted for this award, this time forthe Hinchingbrooke Next Steps Project.HSJ Awards 2011PROCUREMENT INITIATIve OF THE YEARWe were highly commended for the Hinchingbrooke Next Steps Project.HSJ (Health Service Journal) Efficiency Awards 2011EFFICIENCY IN PROCUREMENTWe were shortlisted for the Hinchingbrooke Next Steps Project.11

For further information please contact:Email: strategic.projects@eoe.nhs.ukTelephone: 0800 923 3001Internet: www.eoe.nhs.uk/strategicprojectsADM/PT/9928/030312