Financial Organisational Challenges for Personalisation.

This one day workshop supports providers to consider and identify the challenges and implications of the personalisation agenda on their financial policies, procedures and practices.

What does this course cover?


The objectives of this workshop are for participants to:

  • Explore how their products form a menu of services.
  • Consider the implications of managing personal budgets.
  • Explore best practice in monitoring and reviewing personal budgets.
  • Review existing organisational finance systems.
  • Develop a high level action plan.

 

Who is it for?


Providers who wish to develop individualised services that are operationally responsive to self-directed support tenders and the wider personalisation agenda. It is important to have representation at chief executive/senior management level, human resource and senior finance representatives.


What will people know and be able to do as a result of attending this course?


Participants will:

  • Revisit their organisational products from the marketing day and create a first draft menu of services.
  • Consider and record the core components of a costed menu.
  • Consider the implications of holding and managing personalised budgets.
  • Consider internal and external quality assurance requirements and the type and way financial information is shared.
  • Revisit the provider self assessment tool and identify what is working and what is not working, in the context of supporting people with their personal budget(s) in their organisation.
  • Reflect on the day and record their organisational success criteria and challenges, what and who they need to support these and high level actions to take forward.

 

How long is this course?


1 day


How much does this course cost?


UK costs: £700 excluding VAT, materials and expenses. Please contact kerry@helensandersonassociates.co.uk

For more information regarding delivery and costs for this course internationally, please contact:

In the USA contact amandag@helensandersonassociates.com

In Canada contact juliem@hsacanada.ca

In Australia contact info@helensandersonassociates.com.au