WP5– HANDBOOK ON
PLANNING
METHODOLOGIES
Paolo Michelutti
JOINT ACTION HEALTH WORKFORCE
WP5 Workshop, Turin – September 18th 2014
The road
to the
handbook
Which directions?
Evidences from the field
Advices from the literature
D052 Handbook on planning methodologies
The handbook will give the results of the assessment of planning
methods on the base of drivers, processes, procedures (including
law aspects), actors and projection period. The handbook will
also point out, for the existing methodologies, a list of resources
needed and benefits expected. The handbook will also include a
description of cases of failure and success in different MSs.
[JA HWF Grant Agreement – Annex Ib]
Which directions?
Collection of good practices
Step-by-step guide on
implementation
Inputs from the JA partners (Lisbon, June 17th)
a) Different scenarios and contexts
b) Clarity of structure of the Handbook with a “metastructure” that
helps to orient the user.
c) A content “evidence based” to make it clear that it is not “out of the
blue”.
d) Test/self-evaluation for countries to estimate their situation.
e) Ownership with authors from different countries with whom a user
can identify.
Which directions?
Compendium of HWF planning
Encyclopedia of HWF planning
Inputs from the JA partners (Lisbon, June 17th)
f) Contact details of national experts to contact whether info is still
updated.
g) Not only in English.
h) A set of leaflets to use as policy brief / advocacy material
i) Link the health work force planning to "cost effectiveness planning'
from a planning process point of view.
j) The handbook shall contain specific software tools that helps the
planner to make projections and build scenarios
Priority order
In time / feasible
MINIMAL
NICE TO
HAVE
UNREACHABLE
-GOALS
-FORECASTING MODEL
-DATA SET
-ACTION PLANNING
-ORGANISATION
… in the
meanwhile in
Florence…
 7 planning systems description.
 Highlights of some strengths and
weaknesses of the 7 systems.
 Discussion on the different
elements of the description grid.
1.
2.
3.
4.
5.
6.
7.
Belgium
Denmark
England
Finland
The Netherlands
Norway
Spain
Structure of the handbook
M2
Goals and
principles of
the handbook;
planning
theory.
M3
Methodoly
M4
Description of the 7
planning system
M1
Executive
summery
M5
Strenghts and
weaknesses
M6
Collection
of good
practices
M7
Recommendations
for implementation
and improvment
Additional
papers
from
WP5
parnerts
on
local
practices
and
critical
remarks
Main content: Module 1
EXECUTIVE SUMMARY
1) Objectives of the handbook.
2) Structure of the handbook.
3) Main contents of each chapter.
30%
Main content: Module 2
INTRODUCTION
1) Goals and principles of the
handbook.
2) HWF planning in EU countries.
3) Elements of the HWF planning
system.
75%
Module 2 in details
1)
2)
Goals and principles of the handbook.
HWF planning in EU countries.
•
Definition of HWF planning.
•
HWF planning "importance".
•
HWF planning specificities in EU. [TO BE COMPLETED]
•
HWF and HWF planning current situation in EU. [TO BE COMPLETED]
•
Advices of specific actions on EU level to improve HWF planning. [TO BE
COMPLETED]
3) Elements of the HWF planning system.
•
Goals
•
Forecasting model
•
Data for HWF planning
•
Link between planning and policy actions
•
Organization of the HWF planning system.
Main content: Module 3
Methodology and notes
1) Joint Action framework
2) How to use this “Handbook”
3) The seven countries selected
50%
Module 3 in details
Methodology and notes
1)
2)
Joint Action framework
How to use this “Handbook”
•
Users of the handbook. [TO BE COMPLETED]
•
Handbook as collection of experiences. [TO BE COMPLETED]
•
Handbook as inventory of good practices and tools. [TO BE COMPLETED]
•
Handbook as guidelines. [TO BE COMPLETED]
3) The seven countries selected
•
Assumptions.
•
Inclusion criteria.
•
Selection.
Main content: Module 7
Recommendations
1) Recommendations for the
implementation of a HWF
planning system. [TO BE COMPLETED]
2) Recommendations for the
improvement of a HWF planning
system. [TO BE COMPLETED]
0%
Module 7: plan to
complete it
Recommendations for the implementation of a HWF planning
system
 webinar with selected WP5 partners
Recommendations for the improvement of a HWF planning system.
 discussion with incountry experts about “missing parts” that
other countries developed (Considering also
Matrix’suggestions)
Main content: Module 4
Planning systems comparison
1)
2)
3)
4)
5)
Goals
Type of forecasting model
Data set, data sources and methods
Link between planning and policy actions
Organization of the planning system
90%
Module 4 in details
Planning systems
comparison
1)
2)
3)
4)
5)
Goals
Type of forecasting
model
Data set, data sources
and methods
Link between planning
and policy actions
Organization of the
planning system
BE
DK
EN
FI
NO
NL
SP
Main content: Module 5
Evaluation of the selected practices
1) Check list for HWF planning practices
evaluation.
2) Results of the HWF planning practices
evaluation.
3) HWF planning good practices
identification
100%
Main content: Module 6
Description of the good practices
1)
3 good practices from Belgium
2)
1 good practice from Denmark
3)
3 good practices from England
4)
1 good practices from Finland
5)
4 good practices from The Netherlands
6)
1 good practice from Norway
7)
2 good practices from Spain
50%
Module 6 in details
Good practice
Description Good practice
BE_stakeholder_involvment
NL_assess_currentHWF
BE_datacollection_supply
NL_forecast_demand
BE_monitoring_enabling
NL_FTE_estimation
DK_forecast_supply
NL_selfevaluation
EN_smart_goals
NO_forecast_demand
EN_stakeholder_involvment
SP_multiregional_planning
EN_datacollection
SP_forecast_budgetconstrain
FI_harmonized_planning
Description
Lay-out of the handbook
DEMO  http://ink2.it/hwf/
NOTE
The layout and the functionalities of the hypertext as
you will see it on the website will surely be different
from this: as of now the website is not yet in
development stage and we can’t design the hypertext
independently from the website itself. So what you see
here it’s just to make the point that the handbook
should be conceived as a hypertext from the start.
How far we still have to go?
Next steps
Module
Writing the first
draft
Reviewing
Writing the second
draft
M1
To do
To do
To do
M2
To complete
To complete
To do
M3
To complete
To do
To do
M4
To complete
To complete
To do
M5
Done
To complete
To do
M6
To complete
To complete
To do
M7
To do
To do
To do
Questions
Thank you!