We undertake full organisational or departmental reviews. Our review specialist,
Donna Green is meticulous in her methodology and highly experienced in
reviewing and providing recommendations for small and larger organisations.
After an initial telephone discussion, Donna would put forward a brief proposal and
after approval and contracting for the piece of work, would have a face to
face meeting to discuss finer detail. Donna would then construct the full
schedule for approval.
Costs are based on a daily fee and timescales would be agreed at the contract stage.
As each project is unique and would reflect the specific needs of the individual
organisation, we cannot provide a generic plan for reviews. However, to
provide you with some idea of what this might entail, we provide an example
of a schedule that was prepared for a voluntary organisation in London.
For reasons of confidentiality, we have significantly altered details of the organisation
We would be pleased to provide references of other work undertaken.
Re: Organisational Review
Having studied the brief it appears that the purpose of the review is two-fold:
• Strategic: to secure the long-term welfare and security of residents - taking
into account the requirements of external and internal stakeholders
• Operational: to undertake a total quality audit with a view to maintaining and
developing the highest standards of accommodation, care and support
taking into account the principals of Best Value and the increasing
requirement of stakeholder for evidence of outcomes
ANNEX A REVIEW STRUCTURE
INDUCTION INTO THE ORGANISATION AND PROJECT SCOPING
1. DESK-TOP REVIEW OF: the organisations current strategy and business plan; its
governance structure, profile (skills/experience) of the Board of Trustees;
last two annual reports, last set of audited accounts, staffing structure,
last NCSC report, list of policies and procedures in place and staffing
2. MEETING WITH CHAIR: to confirm the scope of the review: the attached proposals are,
therefore, subject to amendment following this meeting.
STRATEGIC ANALYSIS, REVIEW AND DEVELOPMENT
3. SWOT ANALYSIS considering the following areas: referrals and occupancy;
requirements of external stakeholders, quality of care, environment,
finance, competition, staffing and communication. Exercise to be carried
out with: Board of Trustees and with staff. This process to include a
discussion with service users and their representatives/advocates which
would take the form of a review of the service (i.e. a limited SWOT
review). To consider the possibility of telephone interviews with
identified key external stakeholders, if considered appropriate.
4. REVIEW OF EXISTING STRATEGIC PLAN in the light of the above
OPERATIONAL ANALYSIS, REVIEW AND DEVELOPMENT
5. REVIEW OF EXISTING POLICIES AND PROCEDURES Care; Staffing; Finance; Environment -
do they meet/exceed requirements of National Care Standards, Supporting
People Aims, legislation, best practice etc? Are they written in such a way
that they can be evidenced through quality audits? Is there a system of
internal quality review?
6. REVIEW OF EXISTING COMMUNICATION SYSTEMS are they sufficient to meet the needs of
the organisation currently? Into the future?
CONSOLIDATION OF RECOMMENDATIONS
This will include recommendations for revisions to reflect strategic and operational
targets/goals identified and could include a review of the existing
business plan, if considered appropriate.
|REVIEW PLAN TIMETABLE
||Meeting with Chair
||SWOT analysis: Board and Staff
||Service User Review
||Analysis of results (to include review of current strategy)
||Day to be spent on-site
||Review communication systems
||Writing up recommendations
* This time-table is, at this stage, an estimate only. We reserve the right to agree
revisions with the Board of Trustees following the scoping meeting and at any
subsequent stage should the brief change or issues come to light which were