NURSING WORKLOAD AND WORKFORCE PLANNING PAEDIATRIC QUESTIONNAIRE INSTRUCTIONS FOR COMPLETION IN EXCEL Please complete this questionnaire electronically. Questions should be answered by either entering text or inserting ticks into the appropriate boxes. To insert a tick into a box: place the cursor over the box you wish to tick & click once using the left hand mouse button. To remove a tick: simply click again. To enter text into a box: click (using left hand mouse button) on the box where you wish to enter the text and then type in your text. The text will appear in this box and in a box at the top of your screen (under the tool bars). Once you have entered your text press the return key. To delete or amend text: click on the box with the text you wish to delete/amend. Using the text box at the top of the screen insert your cursor (click using left hand mouse button) at the point where you want to make changes and then delete/amend text. Note: Only so much of the text entered into each box will be visible. If you click on the box and look at the text box at the top of the screen this will display all of the text that has been entered into a particular box. To move around the questionnaire: to move up and down use the scroll bar at the right hand side of the screen (click on the up and down arrows). To move left and right use the scroll bar at the bottom of the screen (click on the left and right arrows). If you require any assistance with completion of this questionnaire please do not hesitate to call Pauline Milne Tel: 0131 244 3016. 1
Section One: Nursing Workforce Planning Systems 1. Which of the following Nursing Workforce Planning Systems are you familiar with? Please tick one box for each Nursing Workforce Planning System. NURSING WORKFORCE PLANNING SYSTEM Telford or Similar VERY FAMILIAR LIMITED KNOWLEDGE NO AWARENESS Nurse per Occupied Bed Acuity Quality Method Timed-Task Activity Regression Based Systems National Recommendations Based on Historical Budgets 2. Which of the following Nursing Workforce Planning Systems would you be interested in using? Please tick one box for each Nursing Workforce Planning System. NURSING WORKFORCE PLANNING SYSTEM Telford or Similar VERY INTERESTED FAIRLY INTERESTED NOT INTERESTED UNSURE Nurse per Occupied Bed Acuity Quality Method Timed-Task Activity Regression Based Systems National Recommendations Based on Historical Budgets 3. Are you aware of any Nursing Workforce Planning Systems which are known to be effective in a particular specialty. Please provide details in table below. NURSING WORKFORCE PLANNING SYSTEM SPECIALTY 2
4. Nursing Workforce Systems Within Your Trust/Organisation Please identify the Nursing Workforce Planning System used for each of the broad specialty areas within your Trust/Organisation by entering YES or, where appropriate, the name of the tool used. For example, if within the specialty General Medicine you use Criteria for Care then Criteria for Care should be entered into the box under Acuity Quality Method for General Medicine. Please refer to the Background Information & Instructions for Completion which contain definitions for each Nursing Workforce Planning System. It is recognised that specialties on multiple sites may have different practices but you are asked to make a judgement and provide summary information on the Nursing Workforce Planning Systems which are used on a regular/systematic basis. NURSING WORKFORCE PLANNING SYSTEMS General Medicine Specialty Present within Trust/ Organisation (please tick) Telford or Similar Please name Nurse per Occupied Bed YES/NO Acuity Quality Method Please name Timed Task / Activity Please name Regression Based Systems Please name National Recommendations Please name Based on Historical Budgets YES/NO Other please specify General Surgery Accident and Emergency Theatres and Recovery Ambulatory Care Out Patients ITU High Dependency Neonatal Unit - Surgical Child & Family Mental Health In Patient Child & Family Mental Health Out Patient 3
NURSING WORKFORCE PLANNING SYSTEMS Community Children s Nursing Specialty Present within Trust/ Organisation (please tick) Telford or Similar Please name Nurse per Occupied Bed YES/NO Acuity Quality Method Please name Timed Task / Activity Please name Regression Based Systems Please name National Recommendations Please name Based on Historical Budgets YES/NO Other please specify School Nursing Respite & Residential Services Mixed Specialty please specify below in shaded areas Others please specify below in shaded areas: 4
The following two questions request information on the two most commonly used Nursing Workforce Planning Systems within your Trust / organisation. Please DO NOT include Based on Historical Budgets as one of the most commonly used. Please ensure the questions are answered from the perspective of the whole Trust / Organisation (Paediatric areas). If the Nursing Workforce Planning System is in use in more than one specialty please tick all the relevant boxes and describe in more detail in the free text box at the end of the question. If you do not use any Nursing Workforce Planning Systems other than Based on Historical Budgets please proceed to question 7. 5. Please complete this section for the most commonly used Nursing Workforce Planning System (excluding Based on Historical Budgets ). 5.1 Please list the FIRST most commonly used nursing workforce planning system: 5.2 Please describe how frequently this nursing workforce planning system is used: Please tick the relevant box for each statement. Twice Daily Daily Twice Weekly Weekly Fortnightly Monthly FREQUENCY OF USE YES NO UNSURE Random specify below in shaded area: Other specify below in shaded area: Please provide any additional comments on the frequency of use of this nursing workforce planning system: 5.3 Please indicate how this nursing workforce planning system is used? Please tick the relevant box for each statement. HOW IS THIS NURSING WORKFORCE PLANNING SYSTEM USED? To check current nursing establishments To estimate required new nursing establishments To review establishment in light of changes within clinical area Other specify below in shaded area: YES NO NOT KNOWN Please provide any additional comments: 5
5.4 Who is involved in using this nursing workforce planning system? Please tick the relevant box for each staff group: STAFF GROUP YES NO NOT KNOWN Clinical Staff Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing Other specify below in shaded area: 5.5 Who is accountable for this nursing workforce planning system? Please tick the relevant box for each staff group. STAFF GROUP YES NO NOT KNOWN Clinical Staff Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing Other specify below in shaded area: 6
5.6 How much time is spent using the nursing workforce planning system? Please list per staff group. STAFF GROUP Clinical Staff Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing PLEASE LIST THE NUMBER OF HOURS PER MONTH NOT KNOWN Other - specify below in shaded area: 5.7 Are there any dedicated resources allocated to the use of this nursing workforce planning system? If yes, please list whole time equivalent (wte). STAFF GROUP YES NO IF YES, PLEASE LIST WHOLE TIME EQUIVALENT (wte) Clinical Staff Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing Other specify below in shaded area: 7
5.8 Please detail the training in hours received to support the use of this nursing workforce planning system? STAFF GROUP Clinical Staff Time taken to train each member of staff (in hours) Number of staff in each staff group who received training Please tick if time out for training funded Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing Other specify below in shaded area: 5.9 Where is the nursing workforce planning system used? Please tick the relevant box for each location. LOCATION YES NO NOT KNOWN In the clinical area On same site but remote from clinical area Off site within organisation Off site out with Organisation Other specify below in shaded area: 5.10 Why did you opt to use this nursing workforce planning system? Please tick the box(es) closest to the main reason(s). REASON Please tick box(es) closest to known reasons(s) Priority area Trust / Organisational policy Professional recommendation from within Trust / Organisation Professional recommendation from out with Trust / Organisation To make cost savings on nursing budget To plan for a clinical change Other, specify below in shaded area: 8
5.11 Please describe to what extent this nursing workforce planning system is integrated into other workforce planning and service planning initiatives within your Trust / Organisation. 5.12 Please answer the following questions on this nursing workforce planning system by ticking the most appropriate box for each question. QUESTION YES NO NOT KNOWN Does this nursing workforce planning system detail requirements for: (i) total nursing numbers (ii) qualified nursing staff only (iii) qualified and unqualified nursing staff (iv) numbers of staff by relevant clinical grade Does this nursing workforce planning system take account of learner nurses? Is this nursing workforce planning system formally recognised by your organisation? Is this nursing workforce planning system effectively supported by available information technology? Have the recommended staffing levels from this nursing workforce planning system been fully implemented? If no, please explain why in shaded area below: Please add additional comments: 9
5.13 Please review each of the following statements in relation to this nursing workforce planning system. Please tick the box which you feel best represents the position within your Trust/Organisation for each statement below. STATEMENT This nursing workforce planning system is understood by clinical staff STRONGLY AGREE AGREE UNCERTAIN DISAGREE STRONGLY DISAGREE This nursing workforce planning system is understood by charge nurses This nursing workforce planning system is understood by senior paediatric nurses This nursing workforce planning system is understood by senior managers This nursing workforce planning system details a nursing establishment which meets the needs of the clinical area This nursing workforce planning system is resource intensive All the information required for this nursing workforce planning system is readily available within the organisation 10
6. Please complete this section for the second most commonly used Nursing Workforce Planning System (excluding Based on Historical Budgets ). If you do not use a second Nursing Workload Planning System please proceed directly to question 7. 6.1 Please list the SECOND most commonly used nursing workforce planning system: 6.2 Please describe how frequently this nursing workforce planning system is used Please tick the relevant box for each statement. Twice - Daily Daily Twice - Weekly Weekly Fortnightly Monthly FREQUENCY OF USE YES NO UNSURE Random specify below in shaded area: Other specify below in shaded area: Please provide any additional comments on the frequency of use of this nursing workforce planning system: 6.3 Please indicate how this nursing workforce planning system is used? Please tick the relevant box for each statement. HOW IS THIS NURSING WORKFORCE PLANNING SYSTEM USED? To check current nursing establishments To estimate required new nursing establishments To review establishment in light of changes within clinical area Other specify below in shaded area: YES NO NOT KNOWN Please provide any additional comments: 11
6.4 Who is involved in using this nursing workforce planning system? Please tick the relevant box for each category of staff. STAFF GROUP YES NO NOT KNOWN Clinical Staff Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing Other specify below in shaded area: 6.5 Who is accountable for this nursing workforce planning system? Please tick the relevant box for each category of staff. STAFF GROUP YES NO NOT KNOWN Clinical Staff Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing Other specify below in shaded area: 12
6.6 How much time is spent using the nursing workforce planning system? Please list for each category of staff. STAFF GROUP Clinical Staff Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing PLEASE LIST THE NUMBER OF HOURS PER MONTH NOT KNOWN Other specify below in shaded area: 6.7 Are there any dedicated resources allocated to the use of this nursing workforce planning system? If yes, please list whole time equivalent (wte). STAFF GROUP YES NO If yes, please list wte Clinical Staff Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing Other specify below in shaded area: 13
6.8 Please detail the training in hours received to support the use of this nursing workforce planning system? STAFF GROUP Clinical Staff Time taken to train each member of staff (in hours) Number of staff in each staff group who received training Please tick if Time Out for training funded Charge Nurses Senior Paediatric Nurse Senior Managers Human Resources Staff Workforce Planners Director of Nursing Other specify below in shaded area 6.9 Where is the nursing workforce planning system used? Please tick the relevant box for each location. LOCATION YES NO NOT KNOWN In the clinical area On same site but remote from clinical area Off site within organisation Off site out with Organisation Other specify below in shaded area 6.10 Why did you opt to use this nursing workforce planning system? Please tick the box(es) closest to the main reason(s). REASON Priority area Trust / Organisational policy Professional recommendation from within Trust / Organisation Professional recommendation from out with Trust / Organisation To make cost savings on nursing budget To plan for a clinical change Other specify below in shaded area Tick box(es) closest to reason(s) 14
6.11 Please describe to what extent this nursing workforce planning system is integrated into other workforce planning and service planning initiatives within your Trust / Organisation. 6.12 Please answer the following questions on this nursing workforce planning system by ticking the most appropriate box for each question. QUESTION YES NO NOT KNOWN Does this nursing workforce planning system detail requirements for: (i) total nursing numbers (ii) qualified nursing staff only (iii) qualified and unqualified nursing staff (iv) numbers of staff by relevant clinical grade Does this nursing workforce planning system take account of learner nurses? Is this nursing workforce planning system formally recognised by your organisation? Is this nursing workforce planning system effectively supported by available information technology? Have the recommended staffing levels from this nursing workforce planning system been fully implemented? If no, please explain why in shaded area below: Please add additional comments: 15
6.13 Please review each of the following statements in relation to this nursing workforce planning system. Please tick the box which you feel best represents the position within your Trust / Organisation for each statement below. STATEMENT This nursing workforce planning system is understood by clinical staff STRONGLY AGREE AGREE UNCERTAIN DISAGREE STRONGLY DISAGREE This nursing workforce planning system is understood by charge nurses This nursing workforce planning system is understood by senior paediatric nurses This nursing workforce planning system is understood by senior managers This nursing workforce planning system details a nursing establishment which meets the needs of the clinical area This nursing workforce planning system is resource intensive All the information required for this nursing workforce planning system is readily available within the organisation 16
GENERAL QUESTIONS ON NURSING WORKFORCE PLANNING SYSTEMS 7. How was the nursing budget for Paediatrics in your Trust / Organisation calculated for 2003/04? 8. Within your Trust / Organisation, when was a nursing workforce planning system last used? LENGTH OF TIME Please tick Within past month Within past 6 months Within past 6 12 months Within past 12 18 months Within past 18 24 months > 24 months Not known 9. Are you considering introducing a new nursing workforce planning system in the near future? YES NO NOT KNOWN Please provide further details on this: 17
10. Specialty Information Please complete the information requested in the table below for each of the broad specialty areas within your Trust/Organisation for Paediatrics. Please use figures as at 30 th June 2003. General Medicine Occupancy Rates (as %) Number of Staffed Beds Total Funded Nursing Establishment (in wte) Excluding Specialist Nurses Funded Qualified Nursing Establishment (in wte) Excluding Specialist Nurses Qualified Nursing Vacancies (in wte) Excluding Specialist Nurses Total Funded Establishment of Specialist Nurses (in wte) Specialist Nurse Vacancies (in wte) General Surgery Accident and Emergency Theatres and Recovery Ambulatory Care Out Patients ITU High Dependency Neonatal Unit - Surgical Child & Family Mental Health In Patient Child & Family Mental Health Out Patient Community Children s Nursing School Nursing 18
Respite & Residential Services Occupancy Rates (as %) Number of Staffed Beds Total Funded Nursing Establishment (in wte) Excluding Specialist Nurses Funded Qualified Nursing Establishment (in wte) Excluding Specialist Nurses Qualified Nursing Vacancies (in wte) Excluding Specialist Nurses Total Funded Establishment of Specialist Nurses (in wte) Specialist Nurse Vacancies (in wte) Mixed Specialty please specify below in shaded areas Others please specify below in shaded areas: 19
11. Please provide details of the total funded nursing establishment for PAEDIATRICS (excluding specialist nurses, nurse practitioners and other similar nursing staff involved in clinical care). Please provide data as of 30 th June 2003. Please note separate questionnaires will address acute care, psychiatry, maternity and primary care. First Level Registered Nurses Children First Level Registered Nurses Adult/General Registered Midwives Second Level Registered Nurses TOTAL - Registered Grade C Grade B Grade A TOTAL - Other FUNDED NURSING ESTABLISHMENT IN WHOLE TIME EQUIVALENTS (WTE) IN POST IN WHOLE TIME EQUIVALENTS (WTE) 12. Please detail the total funded establishment of specialist nurses, nurse practitioners and other similar nursing staff involved in clinical care within PAEDIATRICS. Please provide data as of 30 th June 03. Please note separate questionnaires will address acute care, psychiatry, maternity and primary care. SPECIALIST GRADE NURSE Grade I Grade H Grade G Grade F Other please specify below in shaded area: FUNDED ESTABLISHMENT OF SPECIALIST NURSES IN WHOLE TIME EQUIVALENTS (IN WTE) SPECIALIST NURSES IN POST IN WHOLE TIME EQUIVALENTS (IN WTE) TOTAL 20
CHILDREN REQUIRING HIGHER LEVELS OF NURSING CARE IN WARD AREAS 1:1 is one nurse to one child. 1:2 is one nurse to two children. When answering question 13, please exclude children cared for in either Intensive Care or High Dependency Units. 1:1 CARE 13.1 Do you routinely have any children requiring one to one care within the paediatric areas of your Trust / Organisation? YES NO NOT KNOWN 13.2 If yes, please detail the terminology given to children in ward areas requiring 1:1 nursing care: 13.3 Please list the specialties within your Trust / Organisation which routinely have children requiring 1:1 nursing care: 13.4 Please explain how the nurse staffing levels are calculated for children requiring 1:1 nursing care within the paediatric areas of your Trust / Organisation: 13.5 Please indicate how satisfied you are with this system. Please tick the box which is closest to your level of satisfaction. VERY SATISFIED SATISFIED UNCERTAIN DISSATISFIED VERY DISSATISFIED 21
1:2 CARE 13.6 Do you routinely have any children requiring 1:2 nursing care within the paediatric areas of your Trust / Organisation? YES NO NOT KNOWN 13.7 If yes, please detail the terminology given to children in ward areas requiring 1:2 nursing care: 13.8 Please list the specialties within your Trust / Organisation which routinely have children requiring 1:2 nursing care: 13.9 Please explain how the nurse staffing levels are calculated for children requiring 1:2 nursing care within the paediatric areas of your Trust / Organisation: 13.10 Please indicate how satisfied you are with this system. Please tick the box which is closest to your level of satisfaction. VERY SATISFIED SATISFIED UNCERTAIN DISSATISFIED VERY DISSATISFIED 22
13.11 Does an Outreach Team from a Paediatric Intensive Care Unit exist within your Trust/Organisation? YES NO NOT KNOWN 13.12 If you have answered YES to question 13.11, does the Outreach Team from the Paediatric Intensive Care Unit provide support to: 1:1 Care Patients 1:2 Care Patients YES NO 13.13 If an Outreach Team does exist please indicate the nature of this support by ticking the relevant box per category of staff. Nursing STAFF GROUP YES NO NOT KNOWN Medical Anaesthetic Allied Health Professional specify below in shaded area Other specify below in shaded area 13.14 Please indicate the time when this support is available by ticking the relevant box. TIMING OF OUTREACH SERVICE PLEASE TICK RELEVANT BOX Monday to Friday day time hours Monday to Friday 24 hours Monday to Sunday day time hours Monday to Sunday 24 hours Other specify below in shaded area 23
13.15 Within your Trust / Organisation, what is the percentage of children covered by this Outreach Team? Please tick the box which is closest to the percentage of patients covered. PERCENTAGE OF LEVEL 1 PATIENTS SERVED BY CRITICAL CARE OUTREACH TEAM 0-24 25-49 50-74 75-100% Other specify below in shaded area PLEASE TICK RELEVANT BOX 13.16 In your opinion, how effective is this Paediatric Intensive Care Unit Outreach Team? Please tick the box which is closest to your view of the effectiveness. 1:1 Care 1:2 Care VERY EFFECTIVE EFFECTIVE UNCERTAIN INEFFECTIVE VERY INEFFECTIVE 13.17 Please provide any further information which you feel is relevant to the care of children requiring higher levels of nursing care outwith ITU and HDU: 24
NURSING QUALITY RATING SCALES Please answer the following section from the paediatric perspective within your Trust / Organisation. 14.1 Within your Trust / Organisation do you use quality of care measures? YES NO NOT KNOWN If yes, please describe the methodology used: 14.2 Do you use information technology to determine quality of care measures? YES NO NOT KNOWN Please expand: 14.3 Do you use any of the following nursing quality rating scale(s)? Please tick the relevant box for each nursing quality rating scale NURSING QUALITY RATING SCALE Monitor YES NO NOT KNOWN Quality Pointers QUALPaCS South East Staffordshire Audit Other specify below in shaded area 25
14.4 Is the data generated from the nursing quality rating scale used to inform nursing workforce planning in your Trust / Organisation? YES NO NOT KNOWN Please expand: 14.5 If you answered yes to question 14.4 above, has this influenced nursing skill mix? YES NO NOT KNOWN Please expand: 26
PATIENT DEPENDENCY SCORING SYSTEMS Please answer the following section from the paediatric perspective within your Trust / Organisation. 15.1 Within your Trust / Organisation, do you record patient dependency information YES NO NOT KNOWN Please expand: 15.2 Do you use information technology to determine patient dependency information? YES NO NOT KNOWN Please expand: 15.3 How frequently is the patient dependency information recorded? FREQUENCY OF USE YES NO NOT KNOWN Twice - Daily Daily Twice - Weekly Weekly Fortnightly Monthly Random specify below in shaded area Other specify below in shaded area 15.4 Is the data generated from the patient dependency scoring system used to inform nursing workforce planning in your Trust / Organisation? YES NO SOMETIMES NOT KNOWN 15.5 If you gather patient dependency information which is not linked to nursing workforce planning please describe how the information is used: 27
Section Two : Time Out from Direct Clinical Care / Predictable Absence Allowances Please answer the following section from the paediatric perspective within your Trust / Organisation. 16. Within your Trust / Organisation, is there any allowance included to enable Charge Nurses to be released from the clinical numbers? YES NO SOMETIMES NOT KNOWN Please provide details of this allowance and how it is used: 17. Please indicate what you feel should be the minimum amount of time out (from direct clinical work) for Charge Nurses. Please tick the relevant box. TIME OUT FROM DIRECT CLINICAL WORK Please tick relevant box Nil ½ day per week 1 day per week 1 day per fortnight 1 day per month 6 days per year Other specify below in shaded area 28
18. Allowance for Predictable Absence Section A Section B Please detail the total allowance for predictable absence under each of the categories listed. If a standard Please tick the relevant box to indicate predictable absence allowance is used for all the paediatric areas of the Trust then please provide details in level of funding for the predictable the row entitled Whole Trust. If however the predictable absence allowance varies between the specialties absence allowance please detail in the relevant row. If there is no predictable absence allowance use 0 ; if unsure, use? SPECIALTY TOTAL Annual Leave Section A Please indicate predictable absence allowance within each category Please list a percentage (%) where known Sick Leave Study Leave Maternity Leave Other Paid Leave please specify Mentoring and Supervision Other - please specify Section B Is the predictable absence allowance listed for each specialty funded? YES NO PARTLY please specify the percentage funded EXAMPLE 20 14 4 0 0 2 0 0 50 Whole Trust (Paediatric) General Medicine General Surgery Accident and Emergency Theatres and Recovery Ambulatory Care Out Patients ITU High Dependency Neonatal Unit - Surgical Child & Family Mental Health In Patient 29
SPECIALTY TOTAL Annual Leave Section A Please indicate predictable absence allowance within each category Please list a percentage (%) where known Sick Leave Study Leave Maternity Leave Other Paid Leave please specify Mentoring and Supervision Other -please specify Section B Is the predictable absence allowance listed for each specialty funded? YES NO PARTLY please specify the percentage funded. Child & Family Mental Health Out Patient Community Children s Nursing School Nursing Respite & Residential Services Mixed Specialty please specify below in shaded areas Others please specify below in shaded areas: 30
19. Please indicate what you feel would be the optimal percentage allowance for predictable absence. Please tick the relevant box. Nil Up to 10% 10 15% 16 20% 21 25% TIME OUT Please tick the relevant box Other specify below in shaded area 31
Section Three: Flexible Working / Bank Agency Please answer the following section from the paediatric perspective within your Trust / Organisation. 20. Which of the following flexible working practices are in operation within your organisation? Please tick the relevant box for each flexible working practice listed. FLEXIBLE WORKING PRACTICE YES NO NOT KNOWN Self Rostering Flexi-time Shift Swapping Flexible Shift Patterns Part time Working Compressed Working Hours Time off in lieu Job Sharing Rotational posts Annualised Hours Term Time Working Zero Hours Contracts On call Staff Pool Bank Rescheduling of Workload Others specify below in shaded area: 32
21. Do you use any specialised computer packages to support the flexible working practices listed in question 20? YES NO Please expand: 33
22. Please indicate which of the following measures are used within your Trust / Organisation and how often? Please tick relevant box for each measure listed. MEASURES TO ADDRESS STAFFING SHORTAGES Internal transfer of staff from another area of organisation Change duty roster Time off in lieu Extra basic hours Extra hours at enhanced rates Overtime Staff pool Bank Agency On Call Rescheduling of Workload Cancel work (if possible) Other specify below in shaded area: ROUTINELY (every week) FREQUENTLY (most weeks / in at least some areas) OCCASSIONALLY (every few months) NEVER NOT KNOWN 23. If you have access to a bank please indicate the type of bank available. Please tick the relevant box for each type listed. BANK CATEGORIES YES NO NOT KNOWN Trust General Bank Trust Specialist Bank - specify below in shaded area: Board Area General Bank Board Area Specialist Bank - specify below in shaded area: Other - specify below in shaded area: 34
24. If you use agency staff is this from a preferred provider? YES NO NOT KNOWN 25. From the measures listed below please indicate the top four options measures you would prefer to employ in your Trust / Organisation. Please number the preferred 4 options where 1 = top preference, 2 = second preference, etc. MEASURES TO ADDRESS STAFFING SHORTAGES Top 4 Options Internal transfer of staff from another area of organisation Change duty roster Time off in lieu Extra Basic Hours Extra Hours at Enhanced Rates Overtime Staff pool Bank Agency On Call Rescheduling of Workload Cancel work (if possible) Other - specify below in shaded area 26. Please provide additional comments on the proposals, within your Trust / Organisation, to reduce bank and agency staff usage and to provide alternative methods of cover: 35
Section Four: Good Practice in Nursing/Midwifery Workload and Workforce Planning 27. Please describe one example of good practice in relation to Nursing / Midwifery Workload / Workforce planning under the following sections. 27.1 Project title: 27.2 Please outline the change which was introduced: Please describe the impact of this innovation on the following categories. Please only complete the relevant sections. 27.3 Improved quality of patient care 27.4 Nursing / Midwifery staffing levels 27.5 Nursing / Midwifery vacancy rates 36
27.6 Reliance on temporary staff 27.7 Nursing/Midwifery staff morale 27.8 Other comments 28. Please provide examples of specific initiatives which have been implemented in response to reduction in Junior Doctors Hours, Pay Modernisation or Changing Workforce Programmes 37
Section Five: General Comments 29. Is there anything significant related to Nursing Workforce Planning which you feel is missing from this questionnaire? YES NO Please expand: 30. Are there any additional factors which create workload for nurses? YES NO If no please proceed to question 32. Please expand: 38
31. Are the factors identified in question 30 accounted for in the Nursing Workload Planning Systems you use? YES NO Please expand: 32. Please provide any other comments in relation to nursing / midwifery workforce planning which you feel may be of assistance to the project. 39
RESPONDENT INFORMATION Please complete the details below. This will help ensure we handle your response appropriately. Name: Position: Organisation: Address: Telephone Number: E-mail Address: It is essential that the information provided on behalf of your Trust / Organisation is endorsed by the Director of Nursing and a Staff Side Representative of the local Partnership Forum. Please can you confirm by completing the details below that the information included on this form has been endorsed by a Staff Side Representative of the Organisation s local Partnership Forum or equivalent group. Name of Representative: Name of Group: Date: Please can you confirm that the information included on this form has been endorsed by the Director of Nursing Name of Director of Nursing: Date: Thank you for taking the time to complete this questionnaire. Please now SAVE this questionnaire and it is advisable to retain a complete copy locally. Please email a copy of your completed questionnaire to : nursingworkloadproject@scotland.gsi.gov.uk 40