Virtual Training – GHFT Finance Department · 2020. 11. 9. · Background to GHFT finance...
Transcript of Virtual Training – GHFT Finance Department · 2020. 11. 9. · Background to GHFT finance...
Virtual Finance Training GHFT Finance Department
GHFT Finance Department Count me in improvement programme
@GHFTFinance #GHFTCountMeIn
What we’ll go through today
Intro & Welcome
Background to GHFT finance training
Count Me In – Our Finance Journey to Outstanding
Training we deliver
Turning to virtual
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Feedback from staff
Pro’s & con’s of virtual training
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Background
• Ca £600m turnover, 8,000 staff and 900 beds
• Trust includes two main sites, Gloucestershire Royal & Cheltenham General Hospitals
• Active in several other Community Hospitals (Stroud, Tewkesbury, Cirencester, Dursley, etc.)
• Trust came out of Financial Special Measures in Autumn 2018. The importance of awareness around finance is very high
• 60 member finance team (including income & contracting & PMO)
• Shared Services (payroll, procurement, creditors & debtors) on behalf of our Trust and Gloucestershire Health and Care
• FFF Level 1 accredited in autumn 2019
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Count Me In – Our Finance Journey to Outstanding
Launched in Jan 2019 Count me in is about highlighting the role everyone in our Trust plays in ensuring our financial health and enabling best care for everyone.
As part of Count me in, the Finance department plans to:
• increase the financial awareness and accountability of all colleagues in our Trust • network countywide, regionally and nationally to learn best practice and support each
other • improve our financial systems and processes • take pride in our work and be a highly functioning department • enable financial sustainability and support the delivery of outstanding patient care
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Training we deliver
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Financial Awareness Training
Time 2.5hours
Slides & Certificate of attendance sent to attendees after the
session Max
attendees - 30 Minimum 2 people a table
Time 2.5hours
Slides & Certificate of attendance sent to attendees after the
session Max
attendees - 40
x2 breakout rooms for case study
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Topics Mins Slot Name
Introductions10 09:30-09:40
Musole LenaudGlossary of Terms Quiz 20 09:40-10:00 Musole Lenaud
Financial Overview 20 10:00-10:20 Simon Williams
The Role Everyone Plays 15 10:20-10:35 Jassy Few
Where the money comes from 15 10:35-10:50 Jassy Few
Case Study Introduction5 10:50-10:55
Josh Penston
Case Study Support / Feedback20+10 10:55-11:25
Leanne Baker
HFMA E learning 5 11:25-11:30 Leanne Baker
Outstanding Financial Support 5 11:30-11:35 Simon Williams
Q&A 5 11:35-11:40 Simon Williams
Evaluation 5 11:40-11:45 Josh Penston
Thursday 23rd Jan 2020 Sandford Education Centre
Lecture Hall, 09:30-12:00
Topics Mins Slot Name
Introductions 10 13:30-13:40 Rob Neale
Glossary of Terms Quiz 20 13:40-14:00 Rob Neale
Financial Overview 15 14:00-14:15 Simon Williams
The Role Everyone Plays20 14:15-14:35
Simon Williams
Where the money comes from 10 14:35-14:45 Jassy Few
Budget Statement Intro 5 14:45-14:50 Josh Penston
Musole Lenaud
Andrew Lewis
HFMA E learning 5 15:20-15:30 Josh Penston
Outstanding Financial Support 5 15:30-15:35 Josh Penston
Q&A 5 15:35-15:40 Josh Penston
Evaluation 5 15:40-15:45 Josh Penston
Wednesday 22nd July 2020 Zoom Video Call, 13:30-
16:00
20+10 14:50-15:20Budget Statement Breakout
Rooms
Financial Awareness Training
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Questions
Still to come • Foundation Training
• How we turned our training virtual • Advertisement
• Feedback from staff • Next steps • Pro’s & Con’s
• Main takeaways
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Training we deliver
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Foundation Finance Training
Time 3hours
Handouts & Certificate of attendance sent to attendees after the
session
Max attendees -
30 X4 tables
Time 3hours
Handouts & Certificate of attendance sent to attendees after the
session Max
attendees - 40 X2 Breakout Rooms
Topics Mins Slot Name
Welcome 5 13:00-13:05 Rachel W.-M.
Budget Statements 15 Julie Meecham
ESR & DTR Reports 15 Debbie Chandler
Governance, Capital and
Charitable Accounting15
Caroline Parker
Financial Sustainablity 15 Josh Penston
Questions 10 14:15-14:25 Rachel W.-M.
Break 10 14:25-14:35
Benchmarking 15 Andrew Hoeller
Creditors & Debtors15
GSS
Payroll 15 Mark Haines
Procurement 15
Ashley Stanford
Amy Hutton
Emma Tylor
Questions 10 15:45-15:55 Rachel W.-M.HFMA E
learning/Feedback/Evaluation/Clo
se5 15:55-16:00
Rachel W.-M.
Monday 17th Feb 2020, 13:00-16:00, Sandford Education
Centre Lecture Hall
13:05-14:15
14:35-15:45
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Breakout Room 1
Budget
Statements -
Rob Neale
ESR & DTR
Reports -
Chelsea McCaw
Financial
Sustainablity
- Johanna
Niehues &
Jassy Few
Benchmarking -
Andrew
Hoeller
Breakout Room 2
Financial
Sustainablity
- Johanna
Niehues &
Jassy Few
Benchmarking -
Andrew Hoeller
Budget
Statements -
Rob Neale
ESR & DTR
Reports -
Chelsea McCaw
5mins 15mins 15mins 15mins 5mins 15mins 15mins
08:40-09:00 09:00-09:05 09:05-09:20 09:50-09:55
Introductions -
Josh Penston &
Rob Neale
Intro to Zoom
& Welcome to
the session -
Josh Penston &
Rob Neale
Please
connect to
the zoom
call 20
mins
before the
session to
make sure
you can
get on
09:20-09:50 09:55-10:25
Break
Payroll -
Hayley
Harper-
Smith
Creditors &
Debtors -
Hayley
Harper-Smith
Governance, Capital and
Charitable Accounting -
Caroline Parker
Procurement -
Ivan Rolfe
Governance,
Capital and
Charitable
Accounting -
Caroline
Parker
Procurement -
Ivan Rolfe
Payroll - Hayley Harper-
Smith
Creditors &
Debtors - Hayley
Harper-Smith
10mins 15mins 15mins 5mins 15mins 15mins 10mins
10:25-10:35 11:05-11:10 11:40-11:50
Half Way
BreakBreak
HFMA E
learning/Feedback/Evaluation/
Close - Josh Penston
10:35-11:05 11:10-11:40
Foundation Finance Training Agenda
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Foundation Finance Training
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How we turned to virtual sessions
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After agreeing a virtual session would work we advertised this to the staff who were booked onto attend the face to face session.
Changes We found from the test call that we needed to adapt the agenda to run a bit different to a face to face session
Zoom We decided to use Zoom as it has the functionality to create breakout rooms. Zoom should only be used for non-confidential training sessions and meetings.
Test calls Before we agreed to turn our training virtually, we held a test run with members of the Finance Team to ensure they found it easy to use and presenters knew how to share slides etc.
Concerns As this was the first Time we had run a virtual training session there were some concerns around tech issues on the day. To mitigate this we ensured each presenter had a back-up who called in who could present should there be any issues.
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Quick Notes
Using Zoom
You can choose to
participate through
the chat box.
You can also raise
your hand by clicking
on the hand icon.
Click the mute
button if you wish
to be on mute.
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Quick Notes
Using Zoom
During this session the host will break you out into small groups. When you see
the above image pop up on your screen please click ‘Join Breakout Room’.
Please note, it may take a few minutes to transfer you into the breakout room
and same again when bringing you back into the main session.
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Questions
Still to come • Advertisement
• Feedback from staff • Next steps • Pro’s & Con’s
• Main takeaways
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Advertisement
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We’ve gone virtual advertisement!
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Feedback from staff
I think the format worked really well. I was quite impressed with the break-out rooms and how well they
worked. I think you might get slightly less interaction virtually than
face to face due to people not wanting to accidentally talk over
each other when in the bigger group but I think this was really well done.
Felt that it worked well. It's also good as it
ensures that people don't return late or sessions over run.
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Next steps
ESR Training is being added to staff ESR records
HR: After attending our Foundation Session, Director of Operational HR asked her team to replicate our session.
NED & Governors: Training has been sent out to all Non-Executive Directors and Governors
ICS Partners: Training both from and for our ICS Finance Teams. Sharing best practice
Expansion: Both sessions are always open for improvement and addition.
FFF FACE: We keep record of the amount of hours our presenters train staff to encourage them to become Finance & Clinical Educators with FFF
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Area Face to face Virtual
Presenting Can gauge body language and reactions better Participants can read shared slides better
Feel energy of the room better Some participants are more comfortable asking questions to the chat box than asking them in a room
Easier to create “team” feeling Presenter can be more productive during times others present and come back into it when required rather than sat waiting in the back
Less daunting than standing in front of a large audience
Evaluation Higher percentage of filled in post-training evaluation forms when handing out vs sending link to questionnaire
Attendance Less possibility to get distracted by emails as away from the desk
Easier for all to dial in, no travel required etc.
Attendees can tend to urgent interruptions and then focus back on the training rather than having to leave completely
Face to face vs Virtual pro’s & con’s
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Main takeaways
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Generally • It’s best to just give it a go and start delivering training, it can always be tweaked
and adjusted along the way • Get your own Finance staff to attend the sessions at least once so that they get
the experience and feel comfortable picking up presenting in the future • Get someone / a group to own the admin of the sessions who is reliable and
proactively organises the sessions (booking, advertisement, filling presenter slots, etc.)
Virtual Training • Even through Covid staff are still interested in Finance training • Trust staff were very appreciative of virtual training and are very forgiving of
technical issues and teams doing these for the first time which helps relieve the pressure
• Not all content translates the same, so just test and play around with options • Pre-emptively mitigate for presenters facing technical difficulties by having back-
up on stand-by or co-presenting