Optimum Workforce Leadership

Bringing out the best in the health and social care workforce.

Practical consultancy

Optimum has produced a range of templates and tools to help Leaders and Managers grow their businesses and fulfil recommendations made following Care Quality Commission inspections and Local Authority Quality Audits.

Optimum has produced a range of templates and tools to help Leaders and Managers grow their businesses and fulfil recommendations made following Care Quality Commission inspections and Local Authority Quality Audits.

The following tools are easy to use, just follow the prompts to meet the needs of your business the structure to suit your care setting, answer the questions suggested under each heading and add any other information that is relevant to your business.

Challenge Tool

Business planning and development tool – The Optimum Business Vision Statement will help you to set out your current working practices, establish your baseline and consider what you can do to improve the ways of working in your care setting.

Business Vision Statement

business plan and vision statement template [Word]

Internal audit tool – This tool encourages you to consider the quality markers that make a difference to your clients.  It will then provide a method of measuring and recording them, which will deliver a visual interpretation.  The picture that it shows will, more importantly, encourage you to report on the differences from one reporting period to the next

Internal Audit Tool [Excel]

Outcomes based action plan template – A useful template to support providers who want to put a SMART action plan in place.  This could be for general use or to maintain control and ensure action is progressed in cases of suspension or risk of suspension

outcomes based action plans [Excel]

Training Provider checklist – A useful set of questions to ask Training Providers to ensure that they will work with you to support your employees and your business.

Training provider checklist [PDF]

Learning agreement – A document put together to guide you through the process of protecting your investment in an employee’s learning.

Learning agreement [PDF]

Care planning policy and procedure template - How is care planning carried out in your care setting?  This template will help you to consider what should be happening.

care planning policy and procedure template [Word]

Healthcare related areas of best practice - Develop your own competence frameworks to set the standards required in your care setting.  These top tips sheets will guide you in respect of what best practice should look like in these key areas.

Contact Optimum now to find out how these resources can help your care setting.

Combine these tools with coaching support from Optimum and embed the processes efficiently and effectively throughout your care organisation.