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Primary Care Direct

Business support planning for Conexus Healthcare

Wakefield

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Organisation

Primary Care Direct

Date

Oct 2018 – March 2019

Client

Conexus Healthcare

The Challenge

Conexus Healthcare is the strategic ‘voice’ for all 37 GP practices in the Wakefield area. Their ambition for Wakefield is to be the ’shining beacon’ for excellent primary care and they are actively pursuing opportunities for their members to be resilient in the future.

In mid-2018, Conexus Healthcare received a small pot of organisational development funding. The challenge was to ensure that all practices had a business and finance Plan developed and implemented by April 2019.

Focus on financial planning
Workforce planning including responding to GPs retiring, a lack of practice nursing staff and associate staff being utilised and succession planning due to GP retirement and recruitment issues.
Develop a business plan to include all of these elements as well as consider working at scale and how to maximise income.

The Action

We sent a pre-session questionnaire asking for areas that the practices wished to us to focus on for the practice plan sessions so that the sessions could be tailored and made bespoke to the practices.
The approach for each session was that the delegates would listen to our primary care experts from Capsticks, BHP Chartered Accountants and Agencia on key themes for the Practice Plan including legal, finance, workforce, organisational development, governance and working at scale topics and then would complete each section of their Practice Plan during the session and whilst each expert was on hand to answer any questions.

Conexus Healthcare and PCD felt that this was the best approach as each practice would, after the final session, leave with a tangible and completed Practice Plan.
PCD’s unique selling point is that we provide all of the support, advice and guidance needed in one place therefore by delivering the Practice Planning workshops, we really showcased our bespoke approach.

The Results

All of the practices who had attended the sessions had a full and complete Practice Plan which they consequently submitted to their CCG for additional funding.
The PCN DES guidance had been published during the delivery of the sessions, due to our level of expertise, we were able to adapt our content to reflect these changes and allowed practices the time to look at the implications of the DES as part of their long term plan.

"Conexus healthcare are proud to have invested in such a worthwhile service on behalf of the Wakefield GP Practice managers. We had the opportunity to meet Kiran to discuss the Agencia training offer, she was well very friendly and confident in her area of expertise. We were given the platform to set our expectations from the sessions and to contribute ideas to the content and delivery of the practice business planning sessions, so it was tailored to what our practices needed. The feedback from the practice managers was excellent, they felt the facilitators were knowledgeable and assisted them in getting all our business plans in order; they would definitely welcome more training from Agencia in other areas of business."