Plan Summary Report

Plan Top Level

NameDuratio

n

Stage 1 - Initiate 25.0

Stage 2 - Local Design 140.0

Stage 3 - Pre Deployment

244.0

Stage 4 - Deploy 145.0

Stage 5 - Support 233.0

Subproject: Stage 1 - Initiate

NameDuratio

n

Project Initiation 25.0

Subproject: Project Initiation

NameDuratio

n

Project Organisation 10.0

Project Scope 15.0

Project Initiation Completion 10.0

Subproject: Project Organisation

NameDuratio

n

Appoint Choose and Book Project Sponsor 1.0

Appoint Choose and Book Project Manager 1.0

Appoint Choose and Book Clinical Champion 1.0

Identify and Appoint Project Board 10.0

Identify and Appoint Project Team 10.0

Identify key contacts from CfH Cluster 10.0

Identify key contacts from Existing Systems Suppliers 10.0

Project Organisation Complete 1.0

Subproject: Project Scope

NameDuratio

n

Define Plan for GP Rollout 15.0

Define Scope of Specialties to be included in Rollout 15.0

Define Project Assumptions 15.0

Undertake finance planning & Confirm funding 15.0

Project Scope Complete 1.0

Subproject: Project Initiation Completion

NameDuratio

n

Document Project Initiation Document 10.0

Complete Project Plan Gantt chart 10.0

Create initial project issues & risks logs 3.0

Agree project management and governance procedures

10.0

Agree project reporting and control process 10.0

Project Initiation Document Complete and Signed-off 1.0

Subproject: Stage 2 - Local Design

NameDuratio

n

Technical Readiness 70.0

People Readiness 109.0

System Configuration

115.0

Subproject: Technical Readiness

NameDuratio

n

Infrastructure Readiness 46.0

N3 10.0

Registration Authority 66.0

Booking Management Service (BMS)

40.0

Local Helpdesk 30.0

Subproject: Infrastructure Readiness

NameDuratio

n

Receive CfH Infrastructure Compliance Standards and Guidelines 5.0

Undertake Assessment of Trust and PCT Infrastucture 20.0

Produce Infrastructure GAP analysis 10.0

Determine Hardware & Software supplier contracts to be continued or discontinued

10.0

Obtain Trust and PCT infrastructure funding approval 1.0

Subproject: N3

NameDuratio

n

Understand N3 Ordering Process 5.0

Design upgrade to WAN in terms of BT meeting requirements 10.0

Subproject: Registration Authority

NameDuratio

n

Receive RA Set-up and Operation Documentation 1.0

Identify Local Registration Authority Personnel (Sponsors, Managers, Agents) 10.0

Review RA Set-up and Operation Documentation 5.0

Establish local RA practices 5.0

Undertake RA Sponsor breifing 1.0

Identify key Acute based C&B End User Staff to receive cards and map to appropriate role 10.0

Collect registartion data for all Acute based C&B End User staff (RA01 forms + evidence) 40.0

Identify key GP based C&B End User Staff to receive cards and map to appropriate role 10.0

Collect registartion data for all GP based C&B End User staff (RA01 forms + evidence) and register

40.0

Subproject: Booking Management Service (BMS)

NameDuratio

n

Receive BMS Resource Pack 1.0

SHA / PCT to agree NHS Direct BMS model in principle 20.0

Model Agreed and signed off by Project Board 1.0

Review of BMS Commissioning Document 20.0

Sign NHS Direct BMS Commissioning Document 1.0

Subproject: Local Helpdesk

NameDuratio

n

Agree Acute Trust Helpdesk Model with CfH Service Management representative

10.0

Agree PCT Helpdesk Model with CfH Service Management representative 10.0

Agree Processes for Acute Trust Helpdesk Model 20.0

Agree Processes for PCT Helpdesk Model 20.0

Subproject: People Readiness

NameDuratio

n

Communications & Stakeholder Engagement 19.0

Booking Process Redesign Activities 61.0

Choose and Book System Business Processes

84.0

Training 41.0

Subproject: Communications & Stakeholder Engagement

NameDuratio

n

Download Managing People Change from CAB Website 1.0

Receive LHC Stakeholder Engagement and Communications Checklist from LBC 1.0

Assign ownership of Communication workstream 5.0

Meet and Engage Cluster Communication Leads 1.0

Identify Established Routes of Communication 3.0

Identify Stakeholders & Comms Targets in Primary and Secondary Care incl. Clinical, admin, managerial, Unions etc..

3.0

Prioritise Stakeholders & Comms Targets 1.0

Map Stakeholders' Current V. Required Positions and motivating factors 5.0

Determine & Produce Communications & Stakeholder Engagement Stragegy 3.0

Comms & Stakeholder Engagement Strategy Produced 1.0

Write Communications & Stakeholder Engagement Plan 7.0

Communications & Stakeholder Engagement Plan Produced 1.0

Subproject: Booking Process Redesign Activities

NameDuratio

n

Waiting List Management 20.0

Review Current Processes 40.0

Booking Process Redesign

41.0

Subproject: Waiting List Management

NameDuratio

n

Align C&B Implementation Plan with the Trust's integrated waiting list policy 10.0

Ensure adequate procedures exist to utilise MI and waiting list profiles 10.0

Agree process / actions to address impact on performance targets as they arise 10.0

Subproject: Review Current Processes

NameDuratio

n

Map and Analyse current Primary Care processes (as applicable) 40.0

Map and Analyse current Secondary Care processes (as applicable) 40.0

Map and Analyse current Primary Care Organisational Design 20.0

Map and Analyse current Secondary Care Organisational Design 20.0

Collect and analyse DNA rates 40.0

Collect and analyse cancellation rates (hospital and patient) 40.0

Collect and analyse outpatient clinic utilisation rates 40.0

Collect and analyse clinic templates 40.0

Collect and analyse demand and capacity data 40.0

Compare data generated with activity and waiting list/times targets 40.0

Current Process Review Complete 1.0

Subproject: Booking Process Redesign

NameDuratio

n

Review Patient information/communications with patients process 40.0

Review Local protocols/profiles to ensure patients get to the right service at the right time 40.0

Review Adherence to relevant policies and procedures (e.g. Annual Leave policies) 40.0

Review Possibility of utilising local pathways other than consultant appointments 40.0

Consider use of pooled clinical lists 40.0

Identify responsibilities for booking and appropriate training 40.0

Plan organisational redesign in line with new processes 20.0

Identify impacts on other departments and services (e.g. Radiology, Pathology, Patient Transport)

40.0

Incorporate existing waiting list patients with new clinic templates 40.0

Obtain clinical sign off of processes and org design 1.0

Booking Process Redesign Complete 1.0

Subproject: Choose and Book System Business Processes

NameDuratio

n

Receive Electronic Booking Service Manual 1.0

Hold Choose and Book Functional Walkthrough and Business Process Workshop 1.0

Establish process for establishing & managing specialty slots within Choose and Book 70.0

Establish workgroup strategy with secondary care engagement 10.0

Establish process for GP bookings and referrals within Choose and Book 70.0

Establish process for Secondary Care Professional bookings and referrals within Choose and Book

70.0

Establish process for patient access to Choose and Book , including BMS 70.0

Establish process for commissioning rules & guidance within Choose and Book 70.0

Establish process for management information and reporting within Choose and Book 70.0

Establish process for business continuity within Choose and Book 70.0

Establish process for Existing (legacy) Systems in relation to Choose and Book 70.0

Order 'Props' to support organisation , job changes eg: name badges, signs etc? 3.0

Choose and Book business processes changes complete 1.0

Subproject: Training

NameDuratio

n

End User Training Planning

41.0

Subproject: End User Training Planning

Name Duratio

n

Download Choose and Book Trainer's Pack (Available from Choose and Book website) 1.0

Access Choose and Book On-line Training Tool for review 1.0

Download Choose and Book Role Based Quick Reference Guides 1.0

Produce Choose and Book Local Training Strategy 20.0

Identify Choose and Book Trainers 5.0

Identify Choose and Book Super Users 5.0

Assess numbers of end users (by user group) 10.0

Produce End User Training Plan 10.0

Subproject: System Configuration

NameDuratio

n

Choose and Book Definition of Services 115.0

Local End to End and Regression testing

40.0

Subproject: Choose and Book Definition of Services

NameDuratio

n

Receive Directory of Services Guidance (Describing Secondary Care Services available in Electronic Booking)

1.0

Receive template spreadsheet for data entry into DoS 1.0

Receive DoS 'Talking Head' training CD 1.0

Plan Specialty Order Roll-out 5.0

Organise & hold DoS Info Workshops with Service Definers, Specialty Leads etc? 15.0

Organise & hold DoS planning workshops with PCT, Commissionning 15.0

Define and Document Services 80.0

Define and Document Service Selection Booking Guidance 80.0

Define and Document Commissioning Rules 80.0

Define users into workgroups 20.0

Sign-off Directory of Services Information (Incl. PCT, Commissioning sign-off) 1.0

Agree DoS Maintenance Schedule and responsibility 5.0

Subproject: Local End to End and Regression testing

NameDuratio

n

Request and receive test patients 10.0

Develop Local End to End test Approach 10.0

Develop approach to maintain business as usual during testing phase

10.0

Define Local End to End Test Scenarios 5.0

Develop Local End to End Test Scripts 20.0

Develop local regression test scripts 20.0

Agree venue for local end to end test 5.0

Subproject: Stage 3 - Pre Deployment

NameDuratio

n

Technical Readiness 74.0

People Readiness 244.0

System Configuration

142.0

Subproject: Technical Readiness

NameDuratio

n

Infrastructure Readiness 51.0

N3 70.0

Registration Authority 74.0

Local Helpdesk 30.0

Subproject: Infrastructure Readiness

NameDuratio

n

Order additional hardware as required 10.0

Order additional software as required 10.0

Request Smart Card Readers from CfH 1.0

Download Identity Agent Software from CfH 1.0

Install new hardware (including Smart Card Readers) 10.0

Install new software (including Identify Agent Software, right versions of IE and Java) 10.0

Infrastructure Set-up Complete 1.0

Subproject: N3

NameDuratio

n

Order N3 Connections for Acute Trust Sites 5.0

Order N3 Connections for GP Practice sites 5.0

N3 Connections ordered 1.0

BT Install of N3 Connections at Acute Trust Sites 5.0

BT Install of N3 Connections at GP Practice sites 30.0

Tested N3 Connections available at all sites going live

1.0

Subproject: Registration Authority

NameDuratio

n

Order Smart Cards and RA Kit 10.0

Deliver Smart cards, readers, printers & cameras (Toolkit) to secure area 1.0

RA Agent & Manager Training 1.0

Schedule RA registration timeslots for end users 5.0

Register Local RA Managers and Agents and issue RA Smart cards 5.0

Register Local RA Sponsors 3.0

Local Registration Authority setup complete 1.0

Register C&B DoS input teams, Trainers, Superusers & issue Smart cards 5.0

Register Acute based End User staff & issue smart cards 30.0

Register GP based End User staff & issue smart cards 30.0

All End users going live with Choose and Book registered and issued with Smart Cards 1.0

Subproject: Local Helpdesk

NameDuratio

n

Educte Acute Trust Helpdesk staff appropriately 10.0

Educate PCT Helpdesk staff appropriately 10.0

Communicate Helpdesk Procedures to all End Users

30.0

Helpdesk Procedures Operational 1.0

Subproject: People Readiness

NameDuratio

n

Communications & Stakeholder Engagement

244.0

Training 50.0

Subproject: Communications & Stakeholder Engagement

NameDuratio

n

Order Communications Materials from CAB Website 1.0

Divide and Assign Comms & Stakeholder Engagement Delivery Ownership 1.0

Train and Accredit Delivery Owners on Appropriate Systems eg: Demo Environment 3.0

Implement and Track Communications & Stakeholder Engagement Plan 232.0

Hold initial awareness sessions in Primary and Secondary Care, Clinical and Admin. 10.0

Initial awareness sessions complete 1.0

Monitor Comms & S.H. Engagement for effectiveness & bottlenecks 234.0

Subproject: Training

NameDuratio

n

End User Training Planning

30.0

Train the Trainers 22.0

End User Training 20.0

End User Training Completed 1.0

Subproject: End User Training Planning

NameDuratio

n

Book and Setup Training Accommodation 10.0

Test C&B Online Training tool at all locations that training will take place 10.0

Communicate End User Training Schedule 10.0

Subproject: Train the Trainers

NameDuratio

n

Undertake Choose and Book Train-the-Trainer session 2.0

Develop local process training information to incorporate into End User Training 20.0

Subproject: End User Training

NameDuratio

n

Train Super Users 5.0

Train End Users 20.0

Train Helpdesk users (where applicable) 2.0

Train DoS Users 2.0

Subproject: System Configuration

Name Duratio

n

Choose and Book Definition of Services 10.0

Data 80.0

Configure Hardware and Software Components

35.0

Local End to End and Regression testing 56.0

Subproject: Choose and Book Definition of Services

NameDuratio

n

Documentation of Directory of Services Complete 1.0

Set-up users into workgroups via helpdesk process 10.0

Workgroups set-up 1.0

Subproject: Data

NameDuratio

n

Ensure nhs.uk service data updated and correct 70.0

nhs.uk data quality and maintenance plan agreed 10.0

Ensure correct NACS (OCS) codes used by Trust sites 10.0

Clean PAS Data to ensure in line with NSTS Data 60.0

Clean GP Systems Data to ensure accurate with NSTS Data 60.0

Subproject: Configure Hardware and Software Components

NameDuratio

n

Upgrade of Test PAS to Choose and Book Compliant Version (If applicable) 5.0

Upgrade of Test GP system to Choose and Book Compliant Version (If applicable) 5.0

Register Test End Point System - PAS (If applicable) 10.0

Register Test End Point Systems - GP System 10.0

Firewall and network configuraion changes complete 10.0

Subproject: Local End to End and Regression testing

NameDuratio

n

Execute local regression testing 10.0

DoS - Activate Services (including workgroups) - Test 1.0

Commission Services - Test 1.0

Set-up Service Selection Book Guidance - Test 5.0

All Service Data Entered and Tested - Test 1.0

Acute trust to map services to Test PAS Clinics using service codes - Test 1.0

Acute Trusts to enable slots to be available within Test PAS - Test 1.0

Choose and Book Slot Harvesting 1.0

Execute Local End to End test cycles 15.0

Local regression and end to end testing Signed-off 1.0

Subproject: Stage 4 - Deploy

NameDuratio

n

Go Live

145.0

Subproject: Go Live

NameDuratio

n

Endpoint and outward facing IP addresses to move from Test to Live environment- PAS 15.0

Register End Point Systems - GP System 15.0

Switch from Test env to LIVE env. Complete 1.0

Upgrade of live Existing PAS to C&B Compliant Version 1.0

Upgrade of Existing GP Systems to C&B Compliant version at all GP Practices going live 5.0

Firewall and network configuraion changes complete 1.0

DoS - Define and activate Services (including workgroups) - Live 1.0

Commission Services - Live 1.0

Set-up Service Selection Book Guidance - Live 1.0

Set up Test Clinics in Live PAS 1.0

All Service Data Entered and Tested - Live 1.0

Acute trust to map services to PAS Clinics using service codes - Live 1.0

Acute Trusts to enable slots to be available within PAS - Live 1.0

Confirm 1st Line Helpdesk Available 1.0

Confirm BMS Solution Operational 1.0

Undertake final go / no go decision 1.0

Switch-over to live PAS, deal with configuration issues 5.0

Choose and Book Slot Harvesting 1.0

Live Operation of Choose and Book Application - Initial Deployment Complete 1.0

Rollout Planning 119.0

Subproject: Rollout Planning

NameDuratio

n

Planning and Deployment of additional specialties and Services

119.0

Planning and Deployment of additional GP Practices 119.0

Subproject: Stage 5 - Support

NameDuratio

n

Post Go Live Rollout

233.0

Subproject: Post Go Live Rollout

NameDuratio

n

Lessons Learned 6.0

Benefits 233.0

Realisation

Subproject: Lessons Learned

NameDuratio

n

Arrange Lessons Learned Workshop 1.0

Document Lessons Learned 5.0

Lessons Learned Complete 1.0

Subproject: Benefits Realisation

NameDuratio

n

Identify Benefits Realisation leaders 10.0

Hold workshops to decide on which benefits to measure 20.0

Develop Benefits Realisation Plan 10.0

Baseline Current Performance of Agreed Measures 150.0

Measure Post-Live Performance of Agreed Measures 50.0

Publicise benefits being achieved 50.0

Benefits Realisation Complete 1.0

Implement Business As Usual Benefits Realisation Scheme 30.0