Guidance

Strategy development: a toolkit for NHS providers

A toolkit to support all NHS providers in developing clear and well-thought-out strategies.

Documents

Strategy development toolkit

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Strategic workforce planning tool

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Demand forecast summary tool

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Demand forecast summary tool (Excel-based)

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Measurement pick list

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How NHS trusts and foundation trusts are using the toolkit

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Details

For the best user experience we encourage you to download or save the toolkit to an internal server or hard drive.

This toolkit is designed to support you with your strategy development process. It will give you ideas for each stage of the work: both on what to do and on how to do it.

It is intended to help NHS providers develop a strong strategy for your trust, but it isn’t prescriptive.

Monitor’s Strategy development toolkit contains:

  • guidance on each stage of developing a strategy
  • illustrations of possible analyses
  • case studies of strategic changes that some NHS providers have already implemented

How NHS providers are using the toolkit

The toolkit has been developed with 5 NHS foundation trust ‘test sites’. In this short video the 5 trusts share their reflections on strategy development and the toolkit.

Strategy development and toolkit

Developing strategy: what every trust board member should know

Alongside the toolkit, Monitor has published guidance which explains the role of NHS foundation trust board members in developing sound strategies.

Contact Monitor for support

For more information about the support Monitor can offer in this area, please email strategydevelopment@monitor.gov.uk.

Published 22 October 2014
Last updated 25 August 2015 + show all updates
  1. We've published a flyer showing how FTs use the toolkit.
  2. First published.