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The 6 Steps Methodology to Integrated Workforce Planning

The “Six Steps Methodology to Integrated Workforce Planning” has been designed by Skills for Health as a practical approach to planning that ensures you have a workforce of the right size with the right skills and competences.

The Six Steps methodology is used by the NHS across all four countries in the United Kingdom and is also used by a number of social care providers.

Use of the Six Steps methodology within NHS Scotland was noted in the revised workforce planning guidance published in CEL 32 (2011). The Methodology identifies those elements that should be in any workforce plan, taking into account the current and future demand for services, the local demographic situation and the impact on other services, while working to within you define budget. Using the Six Steps provides you with a tool which will:

  • Establish a systematic practical approach that supports the delivery of quality patient care, productivity and efficiency
  • Ensure closer integration between NHS Boards and social care providers in planning the wider workforce.
  •  Identify the key learning and educational needs of the existing and future workforce, the evidence of which will inform national education and training requirements
  • Ensure that in developing workforce plans they support corporate goals and objectives
  • Ensure that workforce planning decisions taken are sustainable and realistic
  • a scalable approach, from small wards plans to large organisations

The Six Steps are:

  • Step 1: Defining the plan
  • Step 2: Mapping service change
  • Step 3: Defining the required workforce
  • Step 4: Understanding workforce availability
  • Step 5: Planning to deliver the required workforce
  • Step 6: Implement, monitoring and refresh.
Last Updated: 12 November 2019