Commercial in Confidence Investors in People Review Report For Chartered Society of Physiotherapy Written by Julie-Ann Hayes Investor in People Assessor On behalf of Capital Quality Limited 20 November 2008 Commercial in Confidence Contents Page No. ► Introduction 3 ► Benefits gained from Investors in People 3-4 ► Executive Summary 4-5 ► Areas of particular strength or effective practice 5-6 ► Areas where development could be considered 6-8 ► Assessment Findings ► Recommendation and next steps ► Options for your next Review 9-30 Page 2 of 32 31 31-32 Commercial in Confidence Introduction The Chartered Society of Physiotherapy has been recognised as an Investor in People since 2002 and this review represented an opportunity to gain feedback from staff about their understanding and involvement with the business. The CSP continue to use the Investors in People framework to help provide an external benchmark for effective HR practice and continued development. This report explains why the Assessor is totally satisfied that the ‘Chartered Institute of Physiotherapy’ continues to meet the requirements of the Investors in People National Standard. I would like to take the opportunity to thank everyone who took part in the review and thanks to the HR department for arranging the interviews. Benefits gained from using Investors in People Investors in People has provided an impartial benchmark review to help the CSP focus on continued development. IiP provides a structured framework to help address HR development. This helps to link into the corporate planning process that is now focused on tangible targets and objectives. Focused HR strategies have been recognised and promoted by Top Managers to help address: Leadership capabilities Management effectiveness Staff and member engagement External and internal communication – cross-collaboration Recruitment and retention of staff Customer Service Work life Balance Equality & Diversity Continued improvement. Page 3 of 32 Commercial in Confidence Executive Summary There are strong systems and processes in place to help drive CSP’s strategy forward and crucially, learning and development is fully supported by top managers. The CSP has invested in time, cost and resources to help strengthen the corporate planning process. Corporate objectives are now more tangible and will help to focus on actual improvement measures. Consultation is strong throughout the organisation and people genuinely feel involved in the business. Although an on-going process, the majority of people welcome the increased focus on cross-collaboration between different functions. People believe this will help to clarify direction and increase understanding on how different people contribute to the organisation. People value access to a dedicated HR department and believe there are many opportunities to learn and develop. Internal and external training helps to address different learning styles – recognition of different learning styles is important due to the variety of roles throughout the CSP. The corporate and functional plans all help to address learning needs. Leadership and management training will help to focus on a collective approach to leadership and build on previous management experience. People have a good sense of what to expect from their managers and clear direction was highlighted as an important factor. Despite a continued focus on management development, managers were described as accessible and encouraging. A minority of people believe they had to sometimes ‘push’ their manager for regular reviews due to the increased managerial workload - managers sometimes cancelled reviews. However people know of their ‘rights’ and take a lot of responsibility and ownership for development. This means that appraisals and development reviews are valued. People believe they are worthwhile giving people an opportunity to reflect on performance and focus on future developments. The majority of people believe they are recognised for their input but would also value more personal feedback from senior managers. They appreciate senior managers have external demands but feel more visibility would help raise morale across the organisation. Regular development reviews and support from the HR department help to clarify objectives for training, and people were able to refer to many examples where learning and development had improved their skills and behaviours. The new corporate planning process Page 4 of 32 Commercial in Confidence should help to strengthen links of training to the actual performance of the organisation. Working parties and forums such as CSP Active, the Green Group and Equality & Diversity for example were believed to be important to help increase communication and networking between different functions. People also believed the groups helped to gain new skills and develop specific interests. Continued review and evaluation of learning and development has helped to review individual and team needs. The balanced business scorecard is helping to focus on tangible outputs at corporate level. The CSP is now in a strong position to work on sophisticated HR strategies such as Talent Management, Work-life Balance, Corporate Social Responsibility and External Benchmarking for HR practice. These strategies would all help the organisation to be ‘fit for the future’ alongside continued government change and updates in legislation. This review was carried out using the Investors in People standard. However the Assessor found many examples that would exceed the Investors in People Standard. This could be recognised by considering a Profile Review – as defined below. This option is not mandatory but the Assessor believes the organisation would benefit from exploring this concept - to help reinforce good practice and provide external benchmarking with other organisations. Congratulations on continuing to meet the Investors in People Standard! Areas of particular strength or effective practice The following is a list of good practice characteristics or features found during the course of the site visits. These are recognised as being of good practice or exceeding the requirements of the Investors in People Standard: Strategic Planning – The corporate planning process involves full consultation with relevant stakeholders and has been reviewed and evaluated using business process tools such as the Balanced Scorecard. Staff and council believe they have been fully engaged with the process. Culture & Communication – There is strong evidence to indicate how people believe diversity and equality is supported across the organisation. There are Intranet forums to help people have Page 5 of 32 Commercial in Confidence discussions about issues affecting them in the workplace. Flexible hours are genuinely considered to help recruit and retain people. People believe they are trusted to make decisions and there is a strong sense of autonomy. Developing People – Leadership and management development continues to remain at the top of the agenda for the CSP. This will help to drive collective leadership and provide direction across the organisation. Major investment in the Senior Management Teams development is taking place throughout 2009. Developing People –Different learning styles are also considered and the CSP is very open to considering internal and external development. The impact of learning and development is regularly reviewed before during and following activities. Despite efficiency drives, learning and development is considered to be a major priority and investment for the organisation. Managing Performance – People believe appraisals and development reviews are worthwhile to help reflect on achievements and focus on plans for the future. This is reinforced via regular one-to-one’s with managers so that there are ‘no surprises’ during reviews. Benchmarking – CSP are keen to obtain external feedback about practices throughout the organisation. This helps to reinforce good practice and focus on continuous improvement. Areas where development could be considered These represent areas found during the course of the site visits where the organisation might consider improving. Actions are not necessary to meet the Standard: Recognition and reward – people appreciate recognition and appreciation from senior managers. Ensure senior managers including the CEO make an effort to ‘walk the floor’ regularly to help keep in touch directly with staff issues. Ensure all areas of the organisation continue to be recognised. Understanding of roles – people would appreciate more clarity on how different roles contribute to the organisation. Recent restructures have helped to improve understanding but people are still curious about how different departments impact on the whole organisation. Guest speakers from different departments could help Page 6 of 32 Commercial in Confidence to clarify some of these ‘myths.’ This could include presentations from field and home workers. Development – consider how secondments to different projects or different parts of the organisation could enhance teamwork and learning. This could be incorporated as part of the Learning at Work events or for longer term projects. Ownership & Responsibility – there is a perception that not everyone is engaging in or supporting core learning and development. For example people believe those not attending management development or equality and diversity could benefit and increase their awareness. They believe this would improve teamwork and for some members of staff, ‘take off the blinkers.’ Induction – Staff who have ‘converted’ from a temporary contract to a permanent one are not always given the full corporate induction. Despite them being competent in their current job role they could be missing out on the bigger picture. There may be reluctance to undertake a full corporate induction but nevertheless it is important that they receive and understand the complete picture and have an awareness of how different roles contribute to the organisation. Career Development – review strategies around talent management. How can people use their unique talents and achieve their potential. People appreciate that there is not always scope for promotion but believe other ways of developing their career could be explored. Other staff comments People believe IT in parts of the organisation is slow and cumbersome. However they stated CSP is aware of these issues. It nevertheless remains an area of frustration particular when people are trying to continually improve their services to members. Continuous Improvement - there is now an ideal opportunity to promote continuous improvement and explore the Investors in People Profile framework. The scope and content of Profile level 1 is exactly the same as the Standard and represents good practice where as level four (the highest possible level) represents excellent practice: Page 7 of 32 Commercial in Confidence It opens up new possibilities and challenges you to continuously improve by setting a high bar at Level 4 It looks at how deeply embedded good practice has become within your organisation, and how effectively strategy has been converted into culture and everyday practice. It offers you an opportunity to benchmark your performance across the range of people management and development activities by comparing your organisation’s achievement to averages for other leading employers It helps you to focus on achieving your vision, through better planning for the future and tighter integration with your business strategy. Specific areas within the profile framework that may be of interest to the CSP include: Indicator one - social responsibilities, core values. Indicator two - innovative and flexible ways of developing people, preferred learning styles. Indicator three - recruitment and selection, work-life balance, talent management. Indicator four - leadership and management strategy linked to external good practice. Indicator five - role models, sharing knowledge, inspirational leadership, coaching. Indicator six - reward and recognition strategy, benefit strategy. Indicator seven - consultation and involvement, continuous improvement. Indicator eight - mentoring opportunities, innovative and cost-effective learning and development solutions. Indicator nine - return on investment for people strategies and reporting mechanisms to stakeholders. Indicator ten - internal and external benchmarking to review and improve strategies for managing and developing people. Page 8 of 32 Commercial in Confidence Assessment Findings Developing strategies to improve the performance of the organisation An Investor in People develops effective strategies to improve the performance of the organisation 1. A strategy for improving the performance of the organisation is clearly defined and understood Indicator Met Top managers make sure the organisation has a clear purpose and vision supported by a strategy for improving its performance. The CSP have a clear purpose and vision that is further supported by four priority areas for 2005-10. CSP Vision The CSP seeks to ensure that all those working in physiotherapy are: Recognised by their essential contribution to the well-being of patients and the general public; Respected for their expertise, high clinical standards and evidence based practice; Rewarded for their skills and problem approach to patient focused care. CSP Purpose The CSP is a progressive, dynamic, member-centred organisation that aims to: Lead and support all members in developing and promoting high quality, innovative patient care; Protect and further advance the interests and working lives of our members; Raise the profile of the profession and influence the health care agenda; Work openly in partnership to meet the diverse needs of both our members and their patients. Page 9 of 32 Commercial in Confidence The strategy for improving performance is described via ten specific outcomes: 1) 2) 3) 4) 5) CSP improving working lives Physiotherapy positioned as key to health and wellbeing CSP becomes a research-aware organisation A ‘sharper’ approach to the delivery of CSP services Maximise the strengths, skills and individual contributions of CSP leaders 6) Embed diversity in all we do 7) More engaged membership 8) Increased influence and enhanced relationships with stakeholders 9) CSP resources and influence maximised through AHP working 10) Sustained financial success. Top managers make sure the organisation has a business plan with measurable performance objectives. The strategy described above interlinks to specific functional plans for the following departments: Chief Executives Office Finance Facilities & Membership Communications & Marketing Practice & Development Employment Relations & Union Services. The strategy is further defined using activities, output measures, and outcome targets. Not all targets can be defined as measurable. However the CSP has continued to improve this area by accessing tools such as balanced scorecards and mind mapping. The result has led to a clearer business plan that includes targets such as: Develop the leadership and ‘corporacy’ of the SMT – 70% of staff agree or are neutral about benchmark statements by the end of 2009. Implement a CRM – increase in the number of members with profile data from 44% (August 2008) to 70% by the end of 2009. A lot of time and investment has been invested to improving the corporate planning process and this will continue to be part of continuous improvement alongside senior management development. Page 10 of 32 Commercial in Confidence Top managers make sure there are constructive relationships with representative groups (where they exist) and the groups are consulted when developing the organisation’s business plan. The CSP is the trade union and professional body for physiotherapists and assistants representing members on an individual and collective basis. People believed that consultation is very strong with members, staff and external stakeholders throughout the AHP. Opportunities for collective and individual discussion include: Annual representative conference Steward & safety reps network Branches – enable members to meet and exchange views on any subject Regional boards – act as advisory body to the council reflecting the view of CSP members in that region Council – consists of 13 nationally elected members Management group HR Group Industrial Relations Committee Regulatory board. People confirmed that they were asked for their opinion about functional and corporate plans, and how restructuring or changes in systems and processes would affect their roles. Managers can describe how they involve people when developing the organisation’s business plan and when agreeing team and individual objectives. Managers believe that they involve people with the business plan and objectives by: Volunteering people for working groups – Green Group, CSP Active Conducting regular one-to-one meetings individually and via telephone calls Conducting regular staff meetings including the general staff meetings Regular e-mail updates Updates via the Intranet CSP magazines Conducting appraisals and development reviews. Page 11 of 32 Commercial in Confidence People who are members of representative groups can confirm that top managers make sure there are constructive relationships with the groups and they are consulted when developing the organisation’s business plan. People believe the organisation is open and transparent and there is ‘no shortage’ of information to know what is happening. The business planning process starts in March/April for the following year. People believe there is therefore a constant flow of information leading up to the final production of the corporate and functional plans in September for the following year. People described how they were asked for their opinions on initial drafts, and believed their opinion and input was appreciated. People can explain the objectives of their team and the organisation at a level that is appropriate to their role, and can describe how they are expected to contribute to developing and achieving them. Everybody interviewed were very clear on their job role and could describe their priorities for the team. Recent restructures have helped people to have a broader sense of the whole organisation. Involvement in working parties such as the Green Group and CSP Active have helped people to network more with their colleagues ands begin to learn about different job roles. Involvement with functional plans and continued discussions via one-to appraisals and development meetings enable people to understand where they ‘fit.’ ‘The scorecard had helped us to articulate what we are about.’ ‘We get so much information…it would be useful sometimes to just get the main summary.’ ‘I find the function meetings really useful as they help us to plan strategically as a team.’ 2. Learning and development is planned to achieve the organisation’s objectives - Indicator Met Top managers can explain the organisation’s learning and development needs, the plans and resources in place to meet them, how these link to achieving specific objectives and how the impact will be evaluated. Page 12 of 32 Commercial in Confidence Managers can explain team learning and development needs, the activities planned to meet them, how these link to achieving specific team objectives and how the impact will be evaluated. Findings for the two evidence requirements above have been brought together as the evidence is interlinked. CSP has a dedicated HR department that is supported by a HR Manager, Training & Development Manager, HR Adviser and HR Assistant. This is further supported by an HR Group (representing Council members) a L&D Committee and local branches that organise specific courses and seminars. The 2008 training programme identified the following areas: Harassment & Bullying in the workplace Equality & Diversity at work Mental health One-to-one coaching Appraisals Health & safety Balanced Scorecard. Managers described how external and bespoke courses were sometimes necessary to help meet the needs of certain roles. IT specialist knowledge is gained via access to journals and flexible OU courses. Facilities management skills are updated via accredited courses through recognised institutes. Development needs are considered with what is required for the organisation. For example the leadership programme is linked to the key outcome: Maximise the strengths, skills and individual contributions of CSP leaders. Induction training is linked to more engaged membership and increasing leadership skills of the Council. Managers believe functional plans, appraisals, one-to-one’s and development reviews help to focus on team and individual training needs. However needs are also considered throughout the year dependant on issues arising. The corporate plan highlights leadership and diversity to help meet corporate outcomes and personal objectives of staff. The HR operational plan for 2009 has prioritised the following training: CRM training Financial training Induction/training for Council members Leadership programme. Page 13 of 32 Commercial in Confidence Learning and development is delivered using coaches, mentors, internal and external trainers, external consultants, colleges, seminars and conferences. There is a dedicated budget for development and this incorporates resources for the delivery of core ‘corporate’ training for all staff. Staff have access to £1400 per annum for a professional qualification should the need be relevant to organisation needs. Development is reviewed by HR and managers immediately following training, via one-to-one’s, appraisals, development reviews, the HR group, the management group, and when reviewing functional and corporate plans. The new format for producing functional plans helps to highlight corporate outcomes and priorities form the outset when identifying activities. This will refine and help to capture the benefits and outcomes for training and development. People can describe how they are involved in identifying their learning and development needs and the activities planned to meet them. People believe that they are able to explore how they can access training through one-to-one discussions with their manager and external coaches, appraisal and development reviews and discussion in team meetings. People believe the T&D manager helps people to focus on corporate development needs alongside team and individual requirements. People believed they are able to access internal courses such as Emotional Intelligence and Mental Health. However where external training was considered to be appropriate and related to the job, people were able to attend conferences, seminars and sign up to college courses to help gain accredited qualifications. People can explain what their learning and development activities should achieve for them, their team and the organisation. Regular one-to-one’s, appraisals and development reviews all help to reaffirm the objectives, outcomes and benefits for learning and development. Involvement with functional plans help people to understand the purpose and potential impact of learning and development – particularly related to continuous improvement. People believed mental health training helped them to think about workload and how they could manage this more efficiently. Participating in working groups such as the green group and diversity group gave people more of an awareness of the whole organisation and how different departments could communicate. Page 14 of 32 Commercial in Confidence 3. Strategies for managing people are designed to promote equality of opportunity in the development of the organisation’s people - Indicator Met Top managers can describe strategies they have in place to create an environment where everyone is encouraged to contribute ideas to improve their own and other people’s performance. Top managers recognise the different needs of people and can describe strategies they have in place to make sure everyone has appropriate and fair access to the support they need and there is equality of opportunity for people to learn and develop which will improve their performance. Managers recognise the different needs of people and can describe how they make sure everyone has appropriate and fair access to the support they need and there is equality of opportunity for people to learn and develop which will improve their performance. Findings for the three evidence requirements above have been brought together as the evidence is interlinked. Managers believe people are encouraged to contribute ideas by having access to regular one-to-one’s, development reviews and team meetings. Development reviews are well embedded into the planning process and the HR department are able to facilitate and source training at individual, team and organisational. Reviews are used to inform training needs analyses but this is also reinforced via regular conversations with managers, individuals and the HR department. Working parties have helped to increase participation and involvement with staff. For example the ‘Ideas into Action’ group is helping to improve processes such as voicemail and diary allocations. Intranet forums have also been created to help ensure people from minority groups can express their ideas. Managers described how they communicate and meet with all staff to ensure their development needs are met. This includes home workers, part-time, full-time and job share members of staff. The intranet is also used to update workgroup agendas, minutes and update about training courses. Training is met using internal courses, external coaches, flexible learning, structured college courses and access to seminars and conferences. Equalities and diversity has been a main priority for the CSP and diversity training has been targeted for everyone throughout the CSP. There is an Equalities and Diversity group made up of Page 15 of 32 Commercial in Confidence representative members of the Society to help ensure equality issues are addressed. People believe managers are genuinely committed to making sure everyone has appropriate and fair access to the support they need and there is equality of opportunity for them to learn and develop which will improve their performance. People believe the CSP advocates learning and development and they appreciate the continued investment and access to different forms of training. Various types of training help to address needs for different learning styles, different working hours and work life balance. People believe learning and development is supported by senior management - this helps to ensure training is valued and always addressed during appraisals and reviews. People genuinely believe there are opportunities to continue to develop to help improve their performance. People can give examples of how they have been encouraged to contribute ideas to improve their own and other people’s performance. People believe they have been encouraged to contribute ideas using: One-to-one’s with managers Regular team meetings Participation in working groups – CSP Active, Green Group, Diversity Group, HR Group Access to discussion forums on the Intranet. The Ideas into Action group in particular has helped people to consider improvements across the business. For example voicemail protocol has helped people to update their personal message so that internal and external customers can manage expectations and requests for help. 4. The capabilities managers need to lead, manage and develop people effectively, are clearly defined and understood - Indicator Met Top managers can describe the knowledge, skills and behaviours managers need to lead, manage and develop people effectively, and the plans they have in place to make sure managers have these capabilities. Page 16 of 32 Commercial in Confidence Specific skills and knowledge for particular management roles are highlighted within person specifications and include: Strong and confident presentational skills Able to make the most of technology including familiarity with using a contacts management system Proven experience in delivering improvements in services to meet customer needs Ability to think and act strategically within a business planning process Experience as a physiotherapy clinical practitioner Critical analysis, synthesis, research and evaluation skills A high level of numeracy and financial awareness Project and change management experience Knowledge of current developments affecting the health sector. Capabilities of managers are reinforced by behaviours that are also specified in person specifications. They include: Strong interpersonal and influencing skills Leadership and management skills with a proven commitment to the development of staff Teamworking skills Ability to lead and manage a diverse team of professional staff Commitment to an open, inclusive and supportive management style Assertive with the ability to lead and motivate individuals. The corporate plan has now been developed for 2009 and explicitly highlights leadership as: ‘Outcome 5 – Maximise the strengths, skills and individual contributions of CSP leaders.’ Emphasis is on leadership and developing the skills throughout the Council and SMT. This is hoped to: Clarify roles and contribution Council members to be fully engaged with recruitment and retention Have a shared understanding of the SMT leadership role Understand individuals SMT strengths, skills and contributions Have a collective approach to leadership and provide direction across the organisation. Page 17 of 32 Commercial in Confidence These targets are further reinforced in the HR operational plan that refers to the leadership programme for SMT and Unit Heads. Plans in place to help address leadership potential and the above criteria include a leadership development programme. The programme is primarily aimed at the SMT and will involve diagnostics – including psychometrics – workshops and seminars, executive coaching, mentoring and development of competencies. The programme will be reviewed after 6 months to help produce an exit strategy. It is hoped that new skills, management techniques and evaluation of leadership styles will be cascaded to unit heads and other managers. Meanwhile management development will continue to be addressed as part of the corporate programme with access to coaching and individual management courses. Managers can describe the knowledge, skills and behaviours they need to lead, manage and develop people effectively. The following examples were described by managers as being necessary to help them lead, manage and develop people effectively: Passionate about the business Lives the values Leads by example Professional at all times Inspirational Gives clear direction Motivates Listens Encourages Supportive Accessible Challenges Involves Consults Seeks peoples opinions Coaches and mentors Gives constructive feedback Supports development Trusts people. People can describe what their manager should be doing to lead, manage and develop them effectively. Page 18 of 32 Commercial in Confidence People believe their manager should be able to: Provide direction Be available and accessible Be knowledgeable Be professional Communicate effectively and regularly Trust people to do the job Respect people for their opinions Motivate the team Be understanding about work life balance Be appreciative of all roles Understand the impact of how roles link into different areas of the organisation Recognise everyone for their input Be visible and personal across the whole organisation. Taking action to improve the performance of the organisation An Investor in People takes effective action to improve the performance of the organisation through its people 5. Managers are effective in leading, developing people - Indicator Met managing and Managers can explain how they are effective in leading, managing and developing people. Managers can give examples of how they give people constructive feedback on their performance regularly and when appropriate Findings for the two evidence requirements above have been brought together as the evidence is interlinked. Managers believe it is important to show professionalism at all times in the workplace. Managers believe it is important to continue to support people’s development and look at different ways of accessing training. Managers are very supportive of corporate training and external training is considered with team and individual needs. Managers believe they encourage people to participate in working groups such as Diversity, Green Group and CSP Active. Managers use different forms of communication to help ensure key messages are cascaded. This includes e-mails, updates on the Intranet and staff meetings. Page 19 of 32 Commercial in Confidence The annual appraisal and 6 month development reviews provide a framework to help managers have quality time with people to help recognise achievements and focus on areas for improvement. However managers also believe it is important to reinforce these meetings with more regular informal one-to-one’s, staff meetings and conference calls. People can explain how their managers are effective in leading, managing and developing them. People can give examples of how they receive constructive feedback on their performance regularly and when appropriate. Findings for the two evidence requirements above have been brought together as the evidence is interlinked. People believe their managers are effective by: Encouraging access to further development Supporting internal and external training Trusting people to do their job Accessible Involving people in producing the functional plans Asking for people’s opinions Encouraging participation in cross-working groups and forums Considering flexible working Reviewing how previous skills (gained from other organisations) could be used Inspirational and leads by example Energetic Puts people at ease Clear and priorities Understanding Inclusive Open to suggestions Practices the values of the organisation Helping people to grow in their jobs Committed and passionate Recognising and highlighting people’s contribution to Council members and to senior managers Enabling and encouraging people to challenge and question decisions Conducting regular appraisals and development reviews Conducting regular one-to-one’s and more informal meetings Facilitating regular team meetings Being proactive Being diplomatic. Page 20 of 32 Commercial in Confidence ‘As a manager it is important to ask the right questions and focus on the individual.’ ‘My manager has helped me to understand the context of the organisation. This has helped me to lead the team.’ ‘Appraisals are useful but it is important that all managers are trained up before they do this.’ 6. People’s contribution to the organisation is recognised and valued - Indicator Met Managers can give examples of how they recognise and value people’s individual contribution to the organisation. Managers believe they recognise and value people’s contribution by: Encouraging participation in working groups and different forums Supporting learning and development Recognising how skills gained from other jobs and experiences can contribute to the CSP Highlighting individual contribution at SMT and Council meetings Acknowledgement for contribution via staff meetings, the Intranet Council meetings and e-mails. The HR group has recently acknowledged how the Ideas into Action scheme could help implement proposals for establishing an annual award for specific staff members. This would help ensure a crosssection of staff would be considered for recognition and contribution to the organisation. People can describe how they contribute to the organisation and believe they make a positive difference to its performance. People believe they contribute to the organisation by: Answering more calls to customers – providing support and advice as part of quality service Raising the profile for the CSP – lobbying, networking and giving presentations at conferences Improving library resources – retain and recruit members by providing access to research and resources Improving the internet and intranet resources - retain and recruit members, improve subscriptions Page 21 of 32 Commercial in Confidence Space audit plans help to improve efficiency of workspace and communication between teams Review website to make it more personal to members. People are very aware of the need to provide professional and quality services to members and council members. As a result people believe they have to be flexible in their job roles and approach in order to accommodate changes in the profession. People can describe how their contribution to the organisation is recognised and valued. People believe they are genuinely appreciated for their work and contribution to the organisation. Continued support for learning and development despite, ‘efficiency drives,’ enables people to feel valued. They appreciate access to learning and believe there is a variety of training offered. People believe they are valued as they are ‘trusted’ to get on with the job and often have autonomy when managing their workload. Verbal acknowledgement from senior managers and written acknowledgement in bulletins helps people to feel appreciated. People also believe they are valued when asked for opinions and ideas about various initiatives. The Ideas into Action scheme helps people to channel ideas to SMT for consideration. People also appreciate having the opportunity to participate in working groups such as Diversity, CSP Active and the Green group. ‘I am not so sure if an employee of the month certificate will make a difference….but it comes with the best intentions.’ 7. People are encouraged to take ownership and responsibility by being involved in decision-making Indicator Met Managers can describe how they promote a sense of ownership and responsibility by encouraging people to be involved in decision-making, both individually and through representative groups, where they exist. Managers believe they promote responsibility and ownership by encouraging people (staff and members) to participate in working groups such as Health & Safety, Industrial Relations, Learning & Development Committee, HR Group and Equalities & Diversity Group. Other initiatives include the Ideas into Action Group, the Green Group and the recently formed CSP Active forum. The different groups represent a cross-section of people from different areas of the organisation. Page 22 of 32 Commercial in Confidence Managers believe discussions and consultations about the corporate and functional plans help to stimulate debate. This is reinforced by holding regular one-to-one’s and development reviews with staff. The corporate plan now clearly identifies specific roles and responsibilities and who will be leading on strategies and initiatives. People can describe how they are encouraged to be involved in decision-making that affects the performance of individuals, teams and the organisation, at a level that is appropriate to their role. People can describe how they are encouraged to take ownership and responsibility for decisions that affect the performance of individuals, teams and the organisation, at a level that is appropriate to their role. Findings for the two evidence requirements above have been brought together as the evidence is interlinked. People believe they have been encouraged to be involved in more decision-making, and take ownership and responsibility by being able to participate in cross-functional groups. Initiatives such as Ideas into Action, the Green Group, Diversity, and Health & Safety for example have all helped people to think outside their immediate work function and think about the wider implications for CSP. Training such as Mental Health and Equality and Diversity at work has helped people to think about how their individual actions impact on team members and people from different departments. Flexible working and job share have enabled people to be more time efficient and take action with more decisions. People generally believe managers encourage people to take decisions, ownership and responsibility in their job roles and provide access to guidance or support when required. 8. People learn and develop effectively - Indicator Met Managers can describe how they make sure people’s learning and development needs are met. Managers believe they ensure learning and development is met by: Conducting regular one-to-one’s Conducting appraisals and development reviews Conducting regular staff meetings Consulting people about changes in processes and functional plans Page 23 of 32 Commercial in Confidence Meeting with HR to discuss team needs Reviewing learning and development with corporate objectives and ongoing priorities Highlighting development within the corporate plan, functional plans and inductions Continuing to invest in corporate and external learning and development Recognising that people learn in different ways – considering different ways of learning such as flexible courses, seminars, conferences, reading Supporting the Training Policy statement Supporting membership of professional bodies Considering time off for study (9-12 days per year). People can describe how their learning and development needs have been met, what they have learnt and how they have applied this in their role. Everybody interviewed believe they have access to learning and development and there are opportunities to discuss further development. Appraisals and development reviews are now recognised as ‘part of what happens’ every year. However people believe this represents valuable time to focus and reflect on development opportunities. The following examples indicate how learning and development has been met. Core Training Equality & Diversity at Work – raised awareness of how different groups could be affected by comments and attitudes. Helped to integrate principles into the EHU services. Beyond Dolphin Music – helped to recognise causes and impact of stress personally and in the workplace. Emotional Intelligence – helped to look at career and lifestyle. Team Training Strategic SMT away-days – helped to explore balanced scorecard and focus on key corporate priorities. Helped to explore most effective way of encapsulating and disseminating information to key stakeholders CSP Enquiry Handling Unit Development Day – has helped to promote a more personal approach to callers, for example referring to them personally by first name. Page 24 of 32 Commercial in Confidence Individual Training Coaching sessions – helped to explore how career can be managed and potential in job can be explored Bespoke training – cataloguing courses has helped to summarise information Postgraduate training (includes Masters and Open University) – have helped to raise professional status and look at practices outside the organisation Emotional Intelligence – helped to boost confidence. People who are new to the organisation, and those new to a role, can describe how their induction has helped them to perform effectively. People new to the organisation described how they benefited from a structured induction. This involved meeting members of different teams and understanding how different groups contributed to the whole organisation. People found this process very useful and explained that induction continued with support from their line manager and the HR department. People changing roles benefited form support via development reviews and access to the Training Manager who would help to identify further support as appropriate. This could include participation in relevant working groups, access to specific training such as First Aid, Health & Safety or management development. One-to-one coaching had also been made available to people to help them adjust to new management roles. Evaluating the impact on the performance of the organisation An Investor in People can demonstrate the impact of its investment in people on the performance of the organisation 9. Investment in people improves the performance of the organisation - Indicator Met Top managers can describe the organisation’s overall investment of time, money and resources in learning and development. There is a strong appreciation of the investment in learning and development amongst top managers. Cost can be attributed to corporate and individual training – including leadership and management development – attending seminars and conferences and the cost of employee’s time away from the organisation. The Page 25 of 32 Commercial in Confidence Training Policy clearly states how staff may access financial support for professional and accredited qualifications, membership of relevant professional bodies and help towards course text books and literature searches. There is also dedicated study time for relevant qualifications. An average of £500 per head was spent on staff training and development during 2007. Substantial investment will continue including implementation of the leadership programme due to start towards the end of 2008. Top managers can explain, and quantify where appropriate, how learning and development has improved the performance of the organisation. Learning and development is reviewed and evaluated after each course and activity using: Consultation and discussions with trainers and managers Team meetings, the Learning & Development Committee, Management Group, The HR Group, Health & Safety Group One-to-one’s with staff and managers and HR Appraisals Development Reviews. A Training & development annual report is produced each year and this highlights the impact of development across different areas in the CSP. This includes separate reports for the Chief Executive Office, Practice & Development, Employment Relations & Union Services and Communications & Marketing. In addition evaluation has been conducted for corporate training, team and individual training. Top managers believe the following examples of training have improved the performance of the CSP: Balanced Score Card – has helped to focus and clarify corporate planning producing more tangible outcomes and measures Customer Service – helped to personalise member queries Emotional Intelligence – has helped to address work life balance and networking with colleagues External Coaching – helped to reinforce the role of a manager and how to manage teams. Provided specific development for people with different experiences. Page 26 of 32 Commercial in Confidence Top managers can describe how the evaluation of their investment in people is used to develop their strategy for improving the performance of the organisation. Evaluation of investment in people has been crucial to the CSP. For example evaluation has helped to focus on improved customer service for the Enquiry Handling Unit. Members of staff within this unit have experienced a great deal of change in the last two years including changes in management. As a result evaluation has helped to focus on individual and team targets – staff are now benefiting from regular one-to-one’s and more team meetings. Evaluation has helped the CSP to focus on cross-collaboration, matrix working and increased communication across the whole organisation. As a result there are now more active working groups and initiatives such as the Green Group, CSP Active and Ideas into Action. The groups are represented by volunteers across the whole organisation. Council members are represented via other forums such as the Management Group, HR group and Industrial Relations Committee. In order to respond proactively to external, political and economic conditions there is now a strong emphasis on developing the leadership qualities and potential throughout the CSP. The management programme (including one-to-one coaching) has helped people to focus on managing performance, Health & safety, Harassment & Bullying and Recruitment & Selection. A Leadership programme will now help SMT to focus on SMT strengths, skills and potential contributions. This is hoped to cascade to all managers, staff and council members to improve on the collective approach to leadership. Top managers are supportive of the leadership programme. Desired outcomes and improvement on performance include: Council members clear about their role and contribution Shared understanding of the SMT role Strong leadership and direction across the whole organisation. Managers can give examples of how learning and development has improved the performance of their team and the organisation. People can give examples of how learning and development has improved their performance, the performance of their team and that of the organisation. Findings for the two evidence requirements above have been brought together as the evidence is interlinked. Page 27 of 32 Commercial in Confidence There is a strong appreciation of access to and opportunities for learning and development. As a result people could refer to many examples of how learning and development had improved performance. For example: Balanced Scorecard (Strategy Away-Days) – had helped the SMT to focus on tangible outcomes for functions and the whole organisation. As a result a focused outcome driven corporate plan has been produced. The plan clearly defines measures, activities, targets and key responsibilities. Enquiry Handling Unit Development Day – has helped to recognise the importance of personal service to members. Helped to highlight the strengths and development areas for the whole team. Working Groups – participation has helped to increase informal communication across different areas of the organisation. The recently formed CSP Active group is helping to improve informal networks and discussion across different teams. Corporate Training – people appreciate the range of courses available and appreciate everyone will gain different benefits form training. For example Beyond Dolphin Music helped to look at causes of stress and how this can be managed in and outside the workplace. Equality & Diversity had helped to focus on legislation and raise awareness of minority groups and the impact on their partners and families. External and bespoke Training – access to accredited courses such as CIPD, OU and seminars helped people to fee valued and improve their confidence helping to raise their professional status. Seminars and conferences were also particularly good for raising the profile of the CSP and lobbying through increased network opportunities. This has recently included attendance at political conferences. 10. Improvements are continually made to the way people are managed and developed - Indicator Met Top managers can give examples of how the evaluation of their investment in people has resulted in improvements in the organisation’s strategy for managing and developing people. Managers can give examples of improvements they have made to the way they manage and develop people. Page 28 of 32 Commercial in Confidence Findings for the two evidence requirements above have been brought together as the evidence is interlinked. Evaluation is strengthened throughout CSP by using the following processes: Appraisals Development reviews Team meetings Dedicated HR support and advice Regular one-to-one’s Functional plans Corporate Plans HR Group IR Group Learning & development Committee Annual Training & Development Reports. Regular evaluation has helped to focus on the key drivers for the organisation. As a result improvements for the way CSP will develop and manage people include: Compliance to Balance Score Card when prioritising functional plans Enhance internal communications Implement Leadership programme for SMT and Unit Heads Promote staff wellbeing Ensure CSP is an inclusive organisation Review HR policies and procedures. Managers believe they have improved the way they manage and develop people by: Balance scorecard approach - consulting and involving people fully with the functional and corporate planning process. This has helped to focus on more meaningful tangible targets with people taking on more responsibility and ownership. Inclusive & Collaborative approach – supporting and volunteering people for working groups such as the Green Group, Health & Safety Committee and CSP Active. One-to-one’s – ensuring people have regular informal access to support and advice particularly where people are home or field based. Equality & Diversity at Work –helped to increase awareness throughout the function to help recognise staff and member needs. Page 29 of 32 Commercial in Confidence People can give examples of improvements that have been made to the way the organisation manages and develops its people. People believe there is now a much more inclusive approach to achieving objectives. For example people believe they are now asked more about their opinion. This has been strengthened via the Ideas into Action Group and involvement with the functional plans. People have particularly appreciated access to external coaches as this has helped them to focus on more efficient ways of managing workloads. This has also helped people to recognise and focus on potential areas for development. New core training such as Beyond Dolphin Music has helped people to manage and identify causes of stress. People believe this helped them to consider their work life balance and appreciate the positive aspects in the workplace such as team working. Team development days have helped people to learn about different roles and how people contribute to the organisation. Team development and time out of the office has been particularly beneficial during a period of restructure. ‘I think the restructure has helped us to be more efficient and business like.’ Page 30 of 32 Commercial in Confidence Recommendation and Next Steps Having carried out the assessment process in accordance with the guidelines provided for Assessors by Investors in People UK, The Assessor is totally satisfied that The Chartered Society of Physiotherapy continues to meet the requirements of the Investors in People National Standard. The Investors in People recognition is granted indefinitely, with a proviso that reviews take place no greater than 3 years apart. The organisation should discuss the timing of the next review with an Adviser. Options for your next Review Investors in People Profile Investors in People Profile is an optional service for organisations where, instead of a conventional post recognition review or assessment, organisations can choose to be measured against the Standard and compare their performance with other Investor in People organisations. In addition to all of the usual benefits of Investor in People Recognition, a Profile Review will give clear guidelines for continuous development, provide an in depth look at your strengths and weaknesses and highlight areas of good practice. Profile is a premium product and the assessment requires a higher financial investment. Internal Review Internal Review is a flexible review option available to all Investor in People organisations. It was introduced because recognised organisations identified that they wanted more involvement and ownership of their post recognition reviews. Internal Review works on selected principles of quality assured self-assessment and must be conducted with the full involvement of CQL. We develop your people to a nationally approved standard, providing you with an internal resource to enable you to monitor your own performance, target your resources appropriately and participate more fully in the review process. Investors in People Interactive This free online support tool is designed to guide you through development activities and help you maintain the benefits of using Investors in People as an organisational development tool. Page 31 of 32 Commercial in Confidence Obtain an on-going understanding of your organisation’s current strengths and development areas by using the tool’s diagnostic function which is built around 5 management practices which relate directly to the Investors in People indicators You can also review and update your progress within the tool and access a wide range of downloads, good practice tips, templates and other resources to inspire and inform - no matter where you are on your Investors in People journey www.investorsinpeople.co.uk/interactive Promoting continuous improvement CQL offers an integrated advice and assessment support service, as well as workshops, surgeries and networking events to promote continuous improvement and maximize the benefits of working with the Standard. Details of the support available to you can be found on: Internet: Telephone: Email: www.cqlgroup.co.uk 0207 016 1925 [email protected] Page 32 of 32
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