Communications and Engagement Strategy v6 280110 2

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							                                                                   Tees




      Communication and Engagement Strategy




Refresh December 2009




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Contents


1.       Executive Summary

2.       Purpose and scope

3.       Situation Analysis

         3.1.     Key drivers and trends
         3.2.     Communications and engagement key insights
         3.3.     Legislation
         3.4.     Competition analysis
         3.5.     Communications SWOT analysis
         3.6.     Communications PEST analysis
         3.7.     Stakeholder analysis

4.       Statement of NHS Tees Strategic Business Objectives

5.       Communications and Engagement Objectives

6.       Strategic positioning of NHS Tees Reputation

         6.1. Key delivery enablers

7.       Overview of Communications and Engagement Tools

         7.1.     Public and stakeholder involvement and consultation
         7.2.     Media Management
         7.3.     Social Marketing
         7.4.     Social and digital media

8.       Key Messages

9.       Implementation Plan

10.      Risk assessment

11.      Evaluation

12.      Financial Analysis and Resource implications

Appendix i – Terms of Reference
Appendix ii – Role of Communication and Engagement Team
Appendix iii - Stakeholder Analysis
Appendix iv - Media Policy
Appendix v - Crisis Communication Plan
Appendix vi - Implementation Plan 2009/10
Appendix vii - Summary of Engagement and Consultation legislation



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1.       Executive summary

         The Communication and Engagement Strategy originally published in Autumn
         2008 supports the Primary Care Trusts (PCTs); NHS Hartlepool, NHS
         Middlesbrough, NHS Redcar and Cleveland, NHS Stockton on Tees
         (collectively known as NHS Tees) in delivering our vision as set out in our
         (Strategic Plan 2009-2014);

                 “that the people of Teesside live longer, healthier lives”

         As the local leaders of the NHS, our aim is to transform healthcare services
         and support people to manage their own health in a way never before
         experienced in our area.

         This refreshed Strategy reinforces our organisational commitment to effective
         communication and engagement and maintains our aim to build a structured
         and co-ordinated approach which will influence and inform commissioning
         decisions; how we assess need, design and buy and manage healthcare
         services for the population we serve.

         To do this we will:

            Listen, capture and respond to patient, carer and public feedback on their
             experiences, views and opinions of NHS services, through patient advice
             and liaison services (PALs), complaints, patient, carer and public
             involvement and consultation.

            Engage with and facilitate relationships with our patients, carers, members
             of the public, clinicians, our staff, and our other key stakeholders such as
             Local Involvement Networks (LINks), Overview and Scrutiny Committees
             (OSCs) voluntary and community sector organisations, local authorities,
             the media and our NHS service providers.

            Demonstrate how our decisions are influenced by our key stakeholders.

            Focus increasingly on the health prevention agenda, looking to lever
             behavioural change through understanding. This will be done through the
             delivery of innovative and high quality communication, engagement and
             marketing campaigns

            Ensure we provide high quality “accessible and easy to understand”
             information to help the people of Teesside manage and improve their
             health, and access NHS services when they need them.

            Manage the NHS brand appropriately

         While this Strategy concentrates on the communication and engagement
         requirements of NHS Tees in our role as commissioners of NHS services on
         behalf of the people of Teesside, it maintains a clear focus on the needs of
         our NHS service providers. Through clear communication and engagement

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         with all of our stakeholders we will ensure NHS Tees delivers World Class
         Commissioning.

         We continue to develop innovative communication and engagement practices,
         based on stakeholder mapping and SMART principles, to ensure the actions,
         decisions and values of NHS Tees reflect the needs and aspirations of our
         diverse communities.




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2.       Purpose and scope

         NHS Tees aim is to work for and with our patients, carers and the public so
         “that the people of Teesside live longer, healthier lives”. We are determined to
         improve the health and well-being of the local population through
         concentrated action on health inequalities and by reshaping services to meet
         their needs.

         This Strategy supports an ambitious programme of reform with significant
         investment to:

                 Improve life expectancy to that experienced in other areas of England
                 Reduce the significant levels of health inequality that exist between our
                  most deprived and most affluent areas.
                 Help people to live longer, healthier lives through reductions in early
                  mortality from heart disease, cancers and respiratory illness
                 Stop the current inexorable rise in levels of obesity which if not
                  addressed poses significant risks to the future generations
                 Improve the safety of our services with a major focus on reducing the
                  rate of healthcare associated infections
                 See many fewer people at present who smoke and drink excessively –
                  two major factors affecting people’s health.
                 Improve patient experience

         While collectively we are known as NHS Tees, NHS Hartlepool, NHS
         Middlesbrough, NHS Redcar & Cleveland and NHS Stockton-on-Tees
         Teaching exist as four individual organisations led by their own Boards, with
         support from joint management arrangements across Tees.

         An NHS Tees Strategy and Procuement Board (TSPB) exists which is
         responsible for overseeing the delivery of the PCT Strategy and Annual
         Operational Plan, market management, contract negotiation and performance
         management, workforce development and our development as World Class
         Commissioners (WCC).

         This is supported by the delegated governance arrangements which maximise
         collective expertise in strategic planning, procurement and market
         management.

         One of the sub-committees with delegated responsibility from the TSPB is the
         Patient and Public Communication and Engagement Committee. This
         committee has the responsibility for overseeing the implementation of the
         Communication and Engagement Strategy. The committee is made up of Non
         Executive Directors, Local Involvement Networks (LINks) representatives and
         executive officers of the 4 PCTs. (See Appendix i -Terms of Reference for
         Patient and Public Communication and Engagement Committee).

         Day to day activity is undertaken by the Tees wide Communication and
         Engagement Team. (See Appendix ii for a detailed description of the role
         of the team)

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         Communication and engagement has a key role to play in supporting the
         development of a patient-led NHS. At a local level we will manage our
         reputation, and communicate, engage and consult with the public in order to
         support the changes to the way in which healthcare is received and delivered.

         Understanding the patient experience is integral to both commissioning
         intentions, including practice based commissioners and provision decisions by
         intelligently using the information gained through communication and
         engagement activities to support changes to the way in which healthcare is
         planned and delivered.

         The communication and engagement team provide the expertise and
         professional leadership to help develop and deliver capacity and capability to
         deliver a “patient led NHS” through well-managed engagement with
         communities.

         The use of patient experience data in commissioning decisions, and any new
         initiatives or improvements made as a result of complaints, concerns or
         engagement, demonstrate and encourage why patients, carers and public
         views are so important to what we do.

         This Strategy will ensure effective two-way communication by listening to the
         views of staff, patients, carers, local people and our partners, and by providing
         opportunities for feedback and influence.

         We will intelligently use the information gained through communication and
         engagement activities to support changes to the way in which healthcare is
         planned and delivered and establish new ways of working to ensure that
         delivery focuses on the needs and preferences of local communities. We will
         ensure that any changes made to services will be demonstrated as a result of
         identified patient need and wants and reflect the locality we serve.

         We will also actively manage the increased emphasis on the health
         prevention agenda through collaborative social marketing approaches with
         public health and health prevention professionals.

         In managing relationships with a wide range of providers, NHS Tees will
         become the local custodians of the NHS ‘brand’, in line with the World Class
         Commissioning Framework.

         Organisational communication is also a significant driver for employee
         engagement. We will ensure that our staff and provider staff are engaged in
         our vision, strategy and plans, have ownership of our key messages, and are
         fully informed of new initiatives and changes, particularly as these may have a
         direct impact on their working lives.



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3.       Situation Analysis

3.1.     Key drivers and trends

         At a local level this strategy enables delivery of the our key aims though the
         following:

          At local level, the NHS Tees Strategy 2009-2014 sets out key metrics
           through which the PCTs will improve life expectancy, improve access to
           services, be fair and equitable to all and reduce health inequalities.

          The supporting NHS Tees Operational Plan for 2009-2010 aims to
           ‘improve confidence in the NHS, from both the general public and from
           those working within the service’.

          The Organisational Development Plan for NHS Tees (2008-2013 -
           check) sets out a number of organisational values which include the
           commitment to ‘listen and learn from our partners and providers’ and to
           ‘strive for continuous improvement in all relationships’. Communications
           and Engagement is a key development objective within the Organisational
           Development Plan.


         At national policy level the Operating Framework for the NHS in England:
         2009-2010 requires that NHS Tees and our NHS service providers:

            Adopt a systematic and rigorous approach to seeking, collecting and
             acting on the views of individuals and partners in the local community not
             just during periods of change but on an ongoing basis.

            Create greater opportunities for their communities to make their voices
             heard, raising awareness of those opportunities and empowering patients
             and the public to use them and LINKs (Local Involvement Networks);

            Take greater responsibility for communicating with their local populations
             and stakeholders to ensure better understanding of, and confidence in,
             local NHS services.

         Further key drivers which reinforce the need to understand patients, carers
         and the public’s experiences of NHS services and engage with them
         meaningfully along with staff and other stakeholders, include:

            Our Health, Our Care, Our Say, 2006
            Our NHS, our future
            Better health, fairer health
            Our Vision, our future – the vision for transforming health and healthcare
             services in the North East
            Joint Strategic Needs Assessments for Hartlepool, Middlesbrough, Redcar
             and Cleveland and Stockton on Tees


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            Standards for Better Health
            Ambitions for Health – the strategic framework for maximising the potential
             of social marketing and health-related behaviour
            The NHS constitution


3.2.     Communication and engagement learning and key insights

         We continue to gain key learning from communication and engagement
         activity In 2009/10 we have undertaken as part of our day to day work the
         following which we continue to build upon as we deliver this strategy.

         Improved intelligence from media evaluation both trade and online allows
         accurate analysis of activity and can better inform future planning. We have
         used this intelligence to maximum effect to target messages locally, regionally
         and nationally where appropriate.

         There is greater scope to maximise the co-ordination of marketing and
         engagement activity across NHS Tees and within Directorates to produce
         effective communications. As well as achieving this on a Teeswide basis this
         has is also done across the North East. Examples of research based
         marketing and social marketing initiatives in 2009/10 include:

                 Smoking in pregnancy
                 Breastfeeding
                 Oral Hygiene/Dentistry
                 Chlymdia
                 Choosewell

         We use this intelligence to ensure the production of publications such as
         “Your Guide to services” and the Annual Reports are patient friendly.

         Themes and trends from complaints and PALs activity are analysed, in
         2009/10 this led which has led to reviews in Speech and Language Therapy
         and the commissioning of new dental provision as examples.

         We continue to use a variety of different engagement methods, from patient
         surveys, patient stories and focus group shaping service redesign, to patients,
         carer and the public sitting on procurement panels to challenge the
         understanding of our NHS service providers. Examples of these include:

                 Development and redevelopment of GP practices; Billingham
                  Headway, Woodside, Hemlington, and Havelock and Grange as
                  examples.
                 Re –location of services such as addictive behavioural services
                 Survey undertaken to evaluate the patient experience of McMillan
                  services, oral health, sexual health services and continence services
                 Patient representation in audiology, out of hours, sexual health
                  services and dentistry procurement


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                 Focus groups around End of Life and maternity services

         The importance of ongoing dialogue has led to us establishing a new
         interactive website and creating a MY NHS participatory model of
         engagement, which allows the people of Teesside to engage with us on their
         own terms in their own time. This includes the production and wide distribution
         of a “MYNHS” newsletter. We have also developed supplements which now
         appear regularly in the Evening Gazette and Hartlepool Mail to make
         information more accessible and timely.

         We have also learnt from targeted engagement activity with our hard to reach
         groups, such as the rural community, our travelling community, our black and
         minority ethnic community, asylum seekers and immigrants.

         We record all of our engagement activity and evidence how it has affected
         commissioning decisions locally, ensuring the most important element,
         feedback is not forgotten.

         Reports detailing this activity are presented to the Patient and Public
         Communication and Engagement Committee and Boards accordingly.


3.3      Legislation

         There are now several acts of parliament which place statutory duties on NHS
         organisations in relation to engagement (involving and consulting patients,
         service users, carers and the public) and the production of information on
         decision-making in NHS organisations.

         Section 242, of the consolidated NHS Act 2006, (previously section 11 of the
         Health and Social Care Act 2001) places a duty on us to involve patients and
         the public if a proposal or decision impacts on the way services are delivered
         or on the range of services available to users. To be a world class
         commissioner, we want to proactively seek and build continuous and
         meaningful engagement with local people, to shape services and improve
         healthcare and health services.

         In the same Act, section 244 requires us to consult with local overview and
         scrutiny committees on issues of “substantial development and substantial
         variation” in service. NHS Tees works closely with scrutiny committees on
         appropriate aspects of commissioning and provider services.

         The Local Government and Public Involvement in Health Act 2007 also places
         a duty on NHS organisations to publish a report within 6 months of the end of
         the financial year covering the preceding financial year. The first of these
         reports will therefore cover 1 April 2009 to 31 March 2010 and must be
         published before the end of September 2010. Copies of these reports will be
         available on our websites and available on request.




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         This Act also replaced patient and public involvement forums with local
         involvement networks (LINKs). We continue to develop relationships and
         engagement with members of the LINKs is ongoing as part of our approach to
         involving the public and key partner organisations in the development of, or
         changes to, existing services. We now have established protocols in place
         and LINks representatives also sit on our Patient and Public Communication
         and Engagement Committee, which has helped develop our working
         relationship.

         See Appendix V: Summary of Engagement and Consultation legislation

         Public sector and government organisations have a statutory duty to disclose
         information to the public on request under the Freedom of Information Act
         2005. We aim to minimise requests made under the Act through a co-
         ordinated approach to involvement and communications around key decisions
         or changes to services.

         Through the Code of Practice for Promotion of NHS Services we will
         ensure that the amount of public money spent on the promotion of services is
         not excessive and that the information patients receive is not misleading,
         inaccurate, unfair or offensive. We take steps (as set out in the code of
         practice) to challenge any of our providers if we consider they are issuing
         information in breach of the code of practice.

         The new NHS complaints process introduced in April 2009 aims for early
         resolution of complaints made by members of the public about the care or
         treatment they have received. A key part of this involves speaking to the
         complainant at the earliest opportunity to gain a good understanding of the
         actual concerns being raised and what the complainant is looking for in terms
         of our response. Full details of the NHS Tees complaints policy can be found
         at www.tees.nhs.uk

         The statutory duties around race, disability and gender are required to ensure
         that the public sector organisations such as NHS Tees work to promote
         equality and eliminate discrimination in all of its activities. Each of the
         legislations containing the statutory duties focuses on delivering equality in
         the most appropriate manner for different ethnic groups, disabled people, and
         for men, women and transgender people, with the underpinning aim of
         ensuring real, measured and positive outcomes for all sections of the
         communities served.

         The statutory duties and legislations are:

          Race relations (amendment) Act 2000 (Race)
          Disability Discrimination Act 2005 (Disability)
          Equality Act 2006 (Gender)

         In 2010, a new, single Public Sector equality duty is proposed, bringing
         together the three existing duties - covering disability, gender and race - and
         extending the list of protected characteristics (formally known as diversity

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         strands) to other areas including age, gender reassignment, pregnancy and
         maternity, religion or belief and sexual orientation.

         This general equality duty will require public bodies to have due regard to the
         need to eliminate discrimination, harassment (and) victimisation, advance
         equality of opportunity and foster good relations across all these protected
         characteristics'.


3.4.     Competition analysis

         The primary business of the NHS Tees is to commission; that is, to plan and
         buy healthcare for the population it serves. As the main commissioner of NHS
         services in the Tees area, we do not currently have direct competition.

         Whilst NHS Tees have the largest share of the health commissioning market,
         local authorities will have increasing influence on commissioning intentions
         and decisions through the Joint Strategic Needs Assessment process. It will
         be important to ensure that a balance between health commissioning and
         social care commissioning is maintained. In addition, the practice based
         commissioning clusters will provide increased locality based input.

         In a wider context, the commissioning market has the potential to be extended
         to open competition from external commissioners where NHS Tees may not
         have the capacity to commission effectively.

         A number of organisations provide healthcare services for patients in the Tees
         area. As well as primary care contractors (GPs, dentists, community
         pharmacists and optometrists), NHS Tees also have contracts with North
         Tees and Hartlepool NHS Foundation Trust, South Tees Hospitals NHS Trust,
         Tees, Esk and Wear Valleys NHS Foundation Trust, and the North East
         Ambulance Service NHS Trust.

         Foundation Trusts will invest increasingly in reputation management and
         communications, and PCTs will need to ensure that their approach
         contributes positively to the overall reputation of the local NHS.

         Community based healthcare services are commissioned through
         Middlesbrough and Redcar and Cleveland Community Services, and North
         Tees and Hartlepool NHS Foundation Trust.

         A number of private healthcare organisations and neighbouring trusts in
         County Durham and Darlington, Gateshead, Newcastle, Scarborough and
         North East Yorkshire, Leeds and York also provide services. There are also a
         small number of out of area contracts.

         The drive to offer patients greater choice over their care has led to an
         increasing number of opportunities for the independent and voluntary sector
         to provide services under contract with NHS Tees. This trend will continue
         with NHS Tees seeking competition in the delivery of healthcare by putting out


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         to tender for the provision of new services, and the de-commissioning of
         current services where appropriate.




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      3.5. Communication and Engagement SWOT Analysis of Current Delivery
      Model

Strengths                                                    Weaknesses

   NHS Tees have good cross-                                   Communication and engagement
    organisational working foundations in                        capacity is insufficient when matched
    place                                                        against demand and projected need

   Communication and engagement team                           Gaps in communications and
    is qualified and experienced in areas                        engagement capability within the system
    such as public relations, marketing,
    effective public engagement,                                Internal communications processes are in
    consultation, conflict resolution and                        place but not regularly tested for
    media handling                                               effectiveness or monitored for quality

   A clear Organisational Development                          Media coverage and relationships are
    Strategy has been developed                                  largely local - need to increase to
                                                                 regional, national and trade
   Strong sense of organisational drive and
    determination                                               Working across multiple sites

   Communication and engagement buy-in
    and understanding of its need and
    potential from the Joint Executive Team

   Excellent matrix working between the
    communications and patient experience
    teams

   Good understanding from stakeholders
    about achievements to date and
    challenges ahead

   Patient and public communication and
    engagement committee established

   A clear brand for each PCT and for
    working collaboratively

   New interactive website developed
    incorporating MY NHS

   Matrix working developed across
    directorates which have clear
    communication and engagement needs

   Strong relationships established with the
    local media


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Opportunities                                                Threats

   To be recognised as a world leader in                       Not being able to move beyond
    communication and engagement –                               communications ‘basics’ e.g. reactive
    achieving Level 4 WCC competency as                          media, corporate publications and
    a recognised local NHS leader and                            therefore not achieving Level 3 WCC
    engagement with patients, carers and                         competency as a recognised local NHS
    the public                                                   leader

   To ensure effective signposting for                         Lack of joined up working across PCTs
    service users                                                and Directorates resulting in failure to
                                                                 adequately engage stakeholders in
   To develop meaningful engagement                             service developments, reviews and
    mechanisms which influence service                           commissioning decisions
    reform and commissioning decisions
                                                                High levels of competition from external
   To deliver effective campaigns which                         information sources leading to reduced
    effect behavioural change                                    stakeholder trust in NHS health
                                                                 messages
   further develop local brand recognition
    in order to build confidence in NHS                         Lack of measurable brand awareness in
    services                                                     the future resulting in poor credibility with
                                                                 public and stakeholders
   To ensure effective patient relations
    management through complaints, PALS                         Lack of staff engagement leading to lower
    and patient and public involvement                           motivation and a negative view of the
                                                                 NHS being received by stakeholders
   To develop matrix working and work
    together as teams to bring added value                      Tokenistic engagement in service reform
    to efforts to improve health in equalities
    across Tees

   To develop ways of working with
    communication and engagement teams
    in partner organisations to maximise
    opportunities




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      3.6. Communications and Engagement PEST Analysis

Political                                                    Environmental

Drivers:                                                        Staffing – plans to redevelop
                                                                 communications and engagement
   World Class Commissioning Framework                          capacity
    – new performance metrics
                                                                Balance between visible communications
   Our NHS, our future (NHS Next Stage                          and engagement activity and stakeholder
    Review) – empowering staff and                               perception of value for money
    increasing choice for patients
                                                                Strategic outputs – ensuring NHS Tees
   Standards for Better Health – increasing                     do not compete for media space or
    measurement and evaluation culture                           operate in a silo

   Our Vision, our future – the vision for                     Partnership – work with partners [NHS
    transforming health and healthcare                           Trusts, local authorities and voluntary
    services in the North East                                   development sector] to maximise outputs
                                                                 for activities and initiatives whilst
   Ambitions for Health – the strategic                         managing locality differences
    framework for maximising the potential
    of social marketing

   Key legislation in relation to
    engagement and consultation

   NHS constitution – rights and pledges

Issues:

   Resistance to perceived loss of local
    autonomy by partners

   Resistance to capacity increases and
    contractual arrangements from
    independent providers

   Perception of privatisation of NHS
    services


Social                                                       Technological

   Increasing public expectations of                           Greater use of new media to facilitate
    services                                                     greater interaction, engagement and
                                                                 influence
   Diverse populations and communities
    across Tees                                                 Increase in social marketing, using


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                                                                 innovative marketing tools, techniques
   High levels of health inequalities and                       and behavioural approaches to bring
    low aspirations due to socioeconomic                         about lasting change
    demographics on Teesside
                                                                Greater use of technology to record,
   Lack of public understanding of the role                     analyse and collect patient experience
    of NHS Tees role as ‘guardian’ NHS                           data and communications and
    organisations managing providers                             engagement activity

   NHS communications perceived as
    politically driven mouthpiece by national
    media




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3.7.     Stakeholder analysis

         Everyone who has an interest in, or can be affected by any aspect of the NHS
         Tees’ activities or planning is a stakeholder.

         Stakeholder analysis is the process of deciding who the stakeholders are and
         what their interests and influences are likely to be, what sort of relationship is
         developed, how they will be engaged and communicated with, what
         information will be communicated and how feedback will be delivered.

         This analysis is carried out through a Stakeholder Mapping process which
         supports well targeted stakeholder engagement. This activity is undertaken on
         a project basis which ensures appropriate involvement of patients, carers and
         the public.

         For a full overview of the NHS Tees stakeholder situation, (see Appendix iii -
         Stakeholder Analysis)




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4.       Statement of NHS Tees Business Objectives

         This Communication and Engagement strategy will support the NHS Tees
         strategic planning process which is underpinned by the requirements of World
         Class Commissioning, the publication of Lord Darzi’s NHS Next Stage Review
         report and its local implementation in the North East through ‘Our Vision, our
         future’, and the regional health and well-being strategy ‘Better Health, fairer
         health’.

         The refreshed strategic plan (NHS Tees Strategy 2009-2014) continues the
         direction of travel set out in our Annual Operational Plan for 2009/10 which
         states that our ambition is to become world class at commissioning the very
         highest quality of health services for our communities to ensure that everyone
         has the best possible opportunity to improve their health.

         Our Vision is simple, it is:

                        “that the people of Teesside live longer, healthier lives.”

         In the draft strategic plan we outline our key health issues as:

            higher than average smoking rates
            high levels of obesity
            poor diet
            low levels of physical activity
            harmful levels of alcohol consumption
            high teenage conception rates
            high usage of hospitals
            lower than average life expectancy

         We explain that we will do this by using the following key metrics as critical
         measures in determining the success of the strategic plan in tackling these
         priority issues:

            Cardiovascular disease mortality rates
            Cancer mortality rates
            Chronic obstructive pulmonary disease mortality rates
            Rates of 6 month smoking quitters
            Rates of smoking during pregnancy
            Alcohol related hospital admissions
            Obesity rates at year six*
            Reductions in CDifficle rates

         *In addition NHS Hartlepool chose to focus on breast feeding initiation rates
         as it has the lowest rate in the country.

     In order to achieve success against these metrics, we will focus on the
     development of a range of services that may be accessed throughout life across
     the eight clinical pathways outlined in ‘Our Vision, Our Future’:


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          Staying healthy – ensure equitable access to high quality, evidenced based
           interventions and services that enable individuals to make choices to
           maintain their health, or receive timely, appropriate care and treatment
           when they experience ill health

          Maternity and Newborn Care - improving care and outcomes for vulnerable
           groups and building capacity to address the wider public health agenda
           relating to pregnancy, birth and early years

          Child Health - all children and young people will have the best and fairest
           health and wellbeing possible

          Mental Health and Learning Disabilities – commissioning appropriate and
           personalised mental health services informed by the needs of the
           population, and realising the profile of mental health and promoting an
           integrated system with partner organisations

          Acute Care - the services needed by those who are acutely ill will be safe,
           responsive and available 24 hours a day, 7 days a week with advice
           provided from a single point. Patients will be supported in primary and
           community settings provided it is clinically safe and appropriate to do so

          Planned Care - developing sustainable integrated clinical pathways that
           provide more care closer to home, reducing delay at each

          Long Term Conditions – addressing major burdens of morbidity through
           delivery of choice, independence and excellent care with an increasing
           focus on patients ‘self managing’ their condition

          End of Life Care - helping all those in Teesside with an advanced,
           progressive, life limiting illness to live as well as possible until they die,
           enabling the supportive and palliative care needs of both patient and family
           to be identified and met throughout the last phase of life and into
           bereavement

         The refreshed strategic plan highlights these as key areas of focus over the
         next five years describing the national context, regional focus and local vision
         for each, underpinned by a range of strategic goals and proposed plans of
         actions over that time period.

         To achieve our objectives we will work in partnership with health professionals
         to look at new approaches to services and we will involve the public in their
         design. At the same time we will look for even better value for money from the
         services we commission.

         Enabling us to be World Class Commissioners

         To achieve our ambition of becoming world class commissioners we will make
         commissioning decisions that reflect the needs and priorities of local people.

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         We will do this by building robust communication and engagement
         mechanisms, and by developing governance arrangements which support
         this.

         NHS Tees have jointly established a separate Tees Strategy and
         Procurement Board which will be collectively responsible for the
         Commissioning Strategy and Annual Operational Plan, market management,
         contract negotiation and performance management, workforce development
         and NHS Tees’ development as WCC Commissioners.

         A Patient and Public Communication and Engagement Sub Committee is
         established to report to the Strategy and Procurement Board on progress
         against the Communication and Engagement objectives, and to ensure that
         all stakeholder feedback and views, and patient experience intelligence
         gathered from across NHS Tees, providers and practice based
         commissioners is systematically used to inform commissioning decisions.

         Through this process, the Strategy and Procurement Board will provide
         assurance to each of the 4 Boards that:

          engagement activity is carried out appropriately and is demonstrated to
           influence commissioning at all levels
          communications and engagement are embedded within the culture of the
           NHS Tees and are integral to all work streams
          patients, carers and the public have the information they need to help them
           access services appropriately and to improve and maintain their health
          engagement is focused, co-ordinated and monitored
          stakeholders understand the outcome and impact of their involvement and
           how their views have been used
          co-ordinate and collate information about the patients’ experience
          support and enable NHS Tees and provider staff to engage with patients
           and the public


         A number of enabling strategies within the Strategic Plan will ensure that the
         NHS Tees continues to develop a ‘fit for purpose’ workforce, supported by the
         use of the latest technology, with patients having access to modern premises
         that support the delivery of a wider range of high quality services, and
         managing resources in order to deliver further improvements in value for
         money.

         In addition, we must continue to work in partnership with the organisations
         responsible for providing and commissioning patient care. We will ensure
         services are safe, effective and provide value for money. At the same time,
         we will improve our own performance.

         If we are to realise our ambition of reducing health inequalities and saving
         lives, then we must improve services and patient access to them. Our goal is
         to be more responsive and flexible to people’s needs, enabling them to
         access care where and when they want it.

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         Actively working with patients, the public and staff is paramount to designing
         and taking forward services. We continue to improve the way we engage and
         consult with the public whilst improving our communication and engagement
         both internally and externally.




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5.       Communication and Engagement Objectives

         The communication and engagement objectives will ensure patients’, carers’
         and the public’s experiences, views and opinions are integral to NHS Tees’
         business processes, support our vision, Strategic Plan and Annual Operating
         Plan, and influence commissioning intentions and decisions. These objectives
         are planned, targeted and evaluated for effectiveness.

         To help achieve NHS Tees’ Business Objectives and development as World
         Class Commissioning organisations, the following overarching communication
         and engagement objectives have been identified, and mapped against World
         class commissioning Competencies:


      Communication and Engagement Team                           WCC competency
      objectives
      Reputation and stakeholder management
         1. We will deliver an effective client relations         1, 3
            service, managing queries, concerns and
            complaints within local and national
            guidelines.

           2. We will manage relationships with all key           1,2 3
              stakeholders through effective public affairs
              and media management

           3. We will deliver effective internal                  1, 2, 3
              communications to ensure staff are best
              placed to deliver the WCC competencies

      Social marketing, engagement and
      communication management
        4. We will deliver effective campaigns in order           1, 2, 3
            to achieve behavioural change which
            improve health, and which inform and drive
            people to services, taking the lead on social
            marketing and innovative campaigning,
            based on identifiable goals and clear
            understanding of the audiences needs.

           5. We will develop, manage and deliver a               1, 2, 3
              single equality scheme, ensuring equality
              and diversity legislative requirements are
              met.

           6. We will ensure priorities of local healthcare       1, 2, 3
              consumers and residents, carers and the
              local community are reflected in
              commissioning, service development and

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                provision decisions though clear
                communication and engagement with
                patients.




         The communication and engagement team will deliver these in the context of
         the following key areas of work being developed across NHS Tees:

            Equality and diversity
            Patient, carer and public involvement
            Clinical engagement
            Organisational development (including becoming an Employer of Choice)
            Emergency planning
            Information communications development (development of websites,
             intranets and Community of Interest Networks)

         Whilst the implementation of this strategy is the responsibility of the
         communication and engagement team, all employees across the NHS Tees
         are responsible for effective communication and engagement. The delivery of
         this strategy relies upon their commitment to communicate and engage with
         colleagues, partner organisations, patients, carers and members of the public
         responsibly and positively.




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6.       Strategic positioning of our Reputation

         Our brand ambition for NHS Tees is to be recognised as the guardian of NHS
         commissioning and spending, and the champion for better healthcare and
         better health.

         We want NHS Tees to be known for its leadership of the local NHS, for
         listening and acting on patients and public views and for our commitment to
         partnership working.

         Currently NHS Tees engages and communicate with:

               Local people through our LINKs and community networks across the four
                PCTs;
               Members of voluntary and community organisations through network
                meetings
               Members of the stakeholder database using postal and online
                questionnaires, and focus groups;
               Our own staff and provider staff using internal bulletins and newsletter,
                questionnaires and staff events
               Key partners though Local Strategic Partnerships
               MPs through formal briefings
               Clinicians through local committees and practice based commissioning
                groups
               The local population through media coverage, targeted advertising,
                websites, radio advertising, door to door information, publications in
                public locations, stands at events.
               Local authorities, Overview and Scrutiny Committees and ward
                councillors


         In managing external stakeholders NHS Tees will consider how political and
         regulatory change might affect us and devise appropriate plans to change,
         shape and influence developments to support us as organisations. Strategies
         and plans will be put in place to help avert crisis, and to understand and
         anticipate public, parliamentary and media scrutiny.

         To ensure that reputation is well managed, NHS Tees will have clear internal
         structures to engage their staff on the future strategic direction of the health
         community, and to be involved in wider engagement with all staff providing
         NHS services.

         The press and media have significant influence upon the views that the public
         adopt of the NHS, and if NHS Tees are not only to measure but correct public
         perception then it is important to assess and understand exactly which
         organisation is receiving what press coverage. This will also allow NHS Tees
         to discuss performance with their providers.



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         6.1. Key delivery enablers

         There are a number of key delivery ‘enablers’ through which we will develop
         the NHS Tees’ reputation and deliver the Communication and Engagement
         Objectives.

            Stakeholder Engagement

         Stakeholder engagement is the overall process for working with individuals
         and groups, both internal and external, who could influence outcomes, either
         through advancing or blocking what the PCT is trying to achieve.

         The health of the local population and their service needs can only improve
         with the effective engagement with stakeholders, including patients, carers
         and the wider public. Patient experience must be integral to commissioning
         intentions and service provision decisions. To achieve this, a range of
         channels and tools must be used to enable stakeholders to express their
         views, opinions and share their experiences.

         Our aim to become a World Class Commissioner of services means that we
         must make commissioning decisions that reflect the needs, priorities and
         aspirations of local people. We can only achieve this by building robust
         engagement mechanisms at the start of the consultation process. Building
         strong relationships with our Local Involvement Networks (LINKs) will be a
         vital area in our engagement work.

         Effective stakeholder engagement will:

            Improve policy making and delivery
            Act as a sounding board
            Tap into local knowledge
            Help the organisation to access the networks of influence and
             communication channels that belong to stakeholders
            Build consensus and understanding
            Reinforce cross-organisational working
            Reduce risks by creating ‘friends and advocates’ in times of crisis
            Improve efficiency through the right allocation of time and resources


             Patient Relations

         We will work closely with our commissioning colleagues to make sure that the
         new process for handling complaints and the PALS service for responding to
         concerns, suggestions and queries is reflected in the commissioning process
         and feedback is used to inform the Tees Strategic Plan.


          Consultation




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         Consultation with the communities we serve is critical in helping us to shape
         commissioning intentions, but only with effective engagement and involvement
         throughout.

         Meaningful consultation on specific proposals for development and change
         should be carried out with a wide range of stakeholders, including hard to
         reach groups, to ensure that views are listened to, heard and acted upon.


             Campaigning for health priorities

         NHS Tees and providers will be required to work more closely with colleagues
         in public health in developing more sophisticated ways of interacting with the
         local population. This means understanding demographics and future
         healthcare trends, and applying these to social marketing and commercial
         marketing campaigns.

         NHS Tees will begin working towards clearly defined Social Marketing plans
         which not only outline the likely promotional campaign but also how the
         success of the campaign will be measured in order to demonstrate value for
         money.

         Communicating plans and positive brand messages through campaigns will
         support media activity, but will reduce sole reliance on the media to convey
         these. For example, a positive above-the-line campaign (using paid
         advertising in media such as TV, radio and press) may aid the patient and
         public understanding of service changes, whereas positive messages may
         lose impact if these changes have to be defended to the media.

         Well-thought out and costed campaigns will not only support changes but also
         allow the public more access to information.


             Managing the brand and the market

         One of the principal new challenges for communications and marketing
         services over the next three to five years will be the changing nature of the
         market and how NHS Tees is able to manage the brand within that change.
         The development of the commissioning function will result in a significant
         increase in the number of providers. These providers can reasonably expect
         to use the NHS brand to promote their services.

         In 2009, branding has been agreed by the 4 Boards which will better reflect
         our increasing role as local leaders of the NHS, and the need to play a greater
         public facing role and engage our local populations and stakeholders:

              The PCTs are individually branded as NHS Hartlepool, NHS
               Middlesbrough, NHS Redcar and Cleveland and NHS Stockton-on-Tees.
              The 4 PCTs are collectively branded as NHS Tees.




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         This new branding has been launched to staff as part of the launch of the PCT
         Strategy. Key stakeholders have also been informed.


          Internal Communications

         NHS Tees has implemented an internal communication framework which
         consists of 4 key areas:

                 An internal communication steering group
                 A stakeholder event steering group
                 A new intranet site
                 A rebranded and refreshed weekly staff bulletin

         This framework supports the Organisational Development plan and the
         Achieving through people strategy.

            Building communication and engagement capacity

         The communication engagement team will ensure they have the capacity and
         capability to deliver the new agenda for commissioning organisations with
         wider public health responsibilities.

         NHS Tees will assume a greater level of responsibility for strategic issues,
         working in collaboration with the Strategic Health Authority on areas such as
         using region wide public satisfaction polling as a principle measure used to
         assess communications and marketing effectiveness. These surveys are then
         used by NHS Tees to set agreed priorities for campaigning for the year ahead
         that all providers can sign up to and support.

         This will require training for the communication and engagement team in
         commissioning polling and perception research agencies and in the skills of
         social marketing and managing social media.

         The Financial strategy highlights significant investment in this area to deliver
         the objectives in this Communication and Engagement Strategy.




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      7. Overview of Communication and Engagement Tools

         Communication and engagement with stakeholders is fundamental to a patient
         led NHS, and requires an approach which can integrate research, reputation
         management, media relations, consultation, involvement, change
         management, public affairs, and marketing.

         Communication and engagement are the responsibility of a range of
         colleagues, and communicators need to ensure best practice across the
         organisation.

         No single communication or engagement tactic is capable of reaching all
         stakeholders or all members of one stakeholder group. Good communication
         and engagement is achieved through using a variety of channels and tools as
         bespoke methods for each stakeholder in order to reach as wide a range of
         people as possible.

         Channels which are developed through consultation with stakeholders are
         especially effective.

         A number of key tools and channels are outlined here.

7.1      Public and stakeholder involvement and consultation

         The language used in the context of patient experience can be confusing with
         different people using different words to mean the same thing or the same
         words to mean different things.

         The term “stakeholder engagement” (see 6.1. Key delivery enablers) is used
         to mean the widest possible range of stakeholders, including partners such as
         local authorities and the voluntary and community sector, participating in
         discussion, planning, decision making, sharing experiences and proposing
         developments. (See above.)

         The more specific “patient, carer and public involvement” is used to mean
         participation by patients, service users, their families and friends and members
         of the local communities (whether they are geographical communities,
         communities of identity or communities of interest) in planning, developing
         proposals and decision making in relation to health and social care.

         The Department of Health (DH) Guide Glossary defines patient and public
         involvement as “involving the public in shaping a care system’s development,
         and keeping patients well informed of clinical processes and decisions.”

         There is often also confusion about the use of the words “involvement” and
         “consultation” and they are often used interchangeably. Within this strategy,
         “involvement” refers to a continuing dialogue with stakeholders seeking views,
         opinions, suggestions, feedback on people’s experience and proposals for
         developments and changes to services. “Consultation” always follows
         “involvement” and refers to a more formal process of gathering views and
         opinions about specific proposals for developments or change.


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         Consultation is not the end point for listening to views and opinions; the
         ’involvement’ should continue through to the implementation of the proposal
         and beyond in order to ensure its effectiveness.

         Another expression often used is that of “hard to reach” communities, meaning
         those that are more disadvantaged and isolated and who experience more
         difficulty in accessing mainstream services. Some people are uncomfortable
         with the term “hard to reach”, believing that it may imply the difficulty lies with
         the community members rather than the service commissioners and providers.
         Alternative terms are “seldom heard” and “easy to ignore”. This strategy does
         not determine which term is the most appropriate but will demonstrate how we
         will ensure these communities are not disadvantaged.

7.2.     Media Management

         NHS Tees which is accountable to the public, will inevitably and regularly
         attract the interest of the media. In some cases we may be proactive,
         promoting the work of the NHS Tees, whilst in other circumstances we may be
         reacting to a media enquiry. It is essential that the NHS Tees are able to
         engage with the media on a basis of authority and knowledge, and that the
         spokespersons for NHS Tees are supported by someone who is experienced
         in media relations, or are themselves experienced in the field.

         NHS Tees is committed to developing a good working relationship with the
         media and to providing, through the media, high quality information which
         supports key organisational messages.
         Polling evidence indicates that the press and media have significant influence
         upon the views that the public adopt of the NHS. The majority of the public
         hold opinions on the local and national NHS based largely on media reporting.
         MORi research shows that people who have recently been treated by the NHS
         tend to have a far higher opinion of healthcare services that those who have
         not had recent contact with the NHS.

         There are expectations upon NHS Tees to manage relationships with the
         press and the media, and to measure and correct public perceptions. It is
         therefore important to assess and understand which NHS institutions are
         receiving what press coverage.

         Messages delivered through the media are seen as independent and more
         credible than advertising or corporate publications. Media relations, through
         press releases and articles is a free channel to reach large audiences,
         although there is not full control over the message or timing. The PCTs aim to
         be proactive in promoting and protecting organisational reputation.

         NHS Tees are committed to a policy of openness with the public and therefore
         have a responsibility to inform the media about health services, changes to
         services, the policies of the PCTs and the way they work. We will actively seek
         to explain these to the public through the news media.

         (See Appendix iv – Media Handling Policy)


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         In a crisis, information is sought from many people and it is important to have
         a plan which clearly defines how the NHS Tees will manage this.

         (See Appendix v – Crisis Communication Plan)




7.3.     Social marketing

         Social marketing is an adaptable approach, increasingly being used to achieve
         and sustain behaviour relevant to a range of social issues and topics.

         While formal definitions can vary across the literature, there are three common
         key elements:

         •   First, its primary aim is to achieve a particular 'social good' (rather than
             commercial benefit) with specific behavioural goals clearly identified and
             targeted.

         •   Secondly, that it is a systematic process phased to address short, medium
             and long-term issues.

         •   Finally, that it utilises a range of marketing techniques and approaches (a
             marketing mix). In the case of health-related social marketing, the ‘social
             good’ can be articulated in terms of achieving specific, achievable and
             manageable behaviour goals, relevant to improving health and reducing
             health inequalities.

         Social marketing is an adaptable approach that can be tailored to different
         contexts and timescales. In line with all good planning and development it has
         some core stages.

         Of key importance is the ‘front end’ scoping stage which needs to drive the
         whole process. The primary concern here is with establishing clear actionable
         and measurable behaviour goals to ensure focused development across the
         rest of the process.

         The ultimate effectiveness and success of social marketing rests on whether it
         is possible to demonstrate direct impact on behaviour. It is this feature that
         sets it apart from other communication or awareness raising approaches,
         where the main focus is on highlighting information and helping people to
         understand it.

         The National Social Marketing Team is providing practical support to NHS
         Tees in applying this approach by co-ordinating activity across the North East
         Strategic Health Authority area. Work is ongoing between colleagues in
         Communication and Public Health to develop a co-ordinated and consistent
         approach across clusters, and the North East.




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7.4.     Social and digital media

         These communication and engagement tools offer the greatest potential as a
         development area for NHS Tees.

         Social media are shifting the relationships between organisations and their
         service users. The expectation of services users are changing and they now
         have the means to take on a more active role in engaging with the
         organisation.

         This provides opportunities to enable stakeholders and service users to share
         positive stories and provide third party endorsement, but it also requires
         organisations to manage the feedback, ideas and demands that will emerge.

         The use of the Internet is now mainstream with 37 million UK interest users
         and 61% of households with internet access. 16% of over 65s use the internet.

         Social and digital media are now working alongside, rather than replacing,
         traditional media. These open up opportunities for sharing of information and
         views, and networking.

         The implication for patients and members of the public is that they are now
         able to use these media to test messages and information provided by
         organisations, act as ‘communities’ with a more powerful voice, and expect to
         be listened to. Patients seeking information in order to make decision are able
         to access information, opinions, advice, conversations and join relationships.

         Social media can also be used to support organisational development and
         staff engagement.

         The following are some of the main social networking tools, and how they
         might be used to support the NHS Tees communication and engagement
         activities.


            Social networks

             Examples of social networks are Facebook, MySpace and Bebo where
             users can set up their own pages and share information. These are
             popular with young adults and allow users to create groups with their
             networks around issues or ideas.

             These could be used by NHS Tees to access stakeholders existing social
             networks, to build ‘friends of’ groups around services, build communities of
             ‘friends’ who can lobby on behalf of the organisation, and listen to users’
             interest and concerns.

             Management of ongoing involvement would have resource implications in
             terms of time.

            Blogs


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             These are online-diaries which can now include commentaries, citizen
             journalism and campaigns. Many Blogs are about or refer to health issues,
             and allow readers to leave comments which can develop into new
             conversations. Service users and stakeholders will talk to each other
             through Blogs which provides opportunities to learn from this community.

             Opportunities for use by NHS Tees could include a range of Blogs from
             staff across the organisations, time limited blogs which tell the story of a
             project or new development, and comments and questions on health
             bloggers’ sites. This would require a Blogging Policy to be in place, and
             training and support for staff in order to embed blogging within NHS Tees.

           Wikis

             A Wiki is a website where anyone can edit any page and add new links
             and pages. Many organisations now use Wikis to share information, good
             practice and networking. They have been used to develop new service
             ideas by bringing together ideas and contributions.

             Wikis could be used to manage partnership projects, develop strategic
             documents across the organisation, and provide a consultation space for
             stakeholder engagement.

             It would be important to ensure that all contributors feel that their
             contributions are equally valued, and to clearly define required outcomes.

            YouTube

             YouTube is one of a number of free sites what offer space for users to
             upload video, create their channels and form groups around videos and
             areas of interest. More users are likely to visit YouTube than an
             organisation’s website.

             You Tube could be used to create video diaries of a project or conference,
             enable stakeholders to tell their stories, and create video feedback
             channels for service users. For example, press releases can be turned into
             Social Media Releases by including a link to a video version.

             Challenges would include managing comments and questions, and
             ensuring NHS Tees representatives appear natural and credible on their
             video contributions.

            Podcasts

             Podcasts are audio blogs. Users subscribe to a podcast through a feed
             which pulls the latest version down to their computer. There are many
             podcast search engines which allow users to find podcasts on particular
             subjects.

             Patients, stakeholders and the community may tell their health stories in
             sounds, and health professionals also use these to share their experiences
             and idea. Podcasts enable those people who are less confident in writing
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             to tell their stories. They are an economical means of communication as
             they do not take long to record.

             Podcasts could be used to enable chief executives, senior clinicians,
             frontline staff, service users and stakeholders to tell their ‘stories’ from their
             perspective.

             NHS Tees would need to establish the ‘voice’ of the organisation, and who
             would be best placed to edit and produce podcasts.




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8.       Key Messages


         Whilst NHS Tees overarching message will focus on our role as the local
         guardian of healthcare and the champion for better health, this will be
         underpinned with messages that focus on areas such as:

            Giving everyone an equal opportunity to get the support they need to stay
             healthy
            Commissioning improved services to give better access, choice and value
             for money
            Developing our people, expertise, buildings and back-up technology.
            Managing our money carefully
            Ensuring that the people who use our services and the people who provide
             them have confidence in the NHS
            Giving people a meaningful say in how our services develop
            Providing appropriate and timely feedback and continuous dialogue

         These messages have been tested with NHS Tees staff, provider staff and
         stakeholders through an on-line questionnaire and a series of focus groups.
         These will inform the final messages adopted by NHS Tees.

         NHS Tees will ensure that these messages are integral to any engagement
         and communication activity.




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9.       Implementation Plan

         Communication and Engagement services are provided by the
         Communication and Engagement Team on an ‘internal agency’ basis, to
         service the needs of a range of ‘clients’.

         The emphasis has been on enabling and supporting staff to understand and
         engage in planning appropriate communications, engagement/involvement
         and marketing activity as part of their ongoing service development and
         delivery.

         The diagram below describes the range of internal and external relationships
         and resources through which the teams will aim to deliver world class
         communications and engagement.




The Implementation Plan provides a summary of the specific plans and activities that
will be delivered during 2009/2010. A revised action plan for 2010/2011 will be
presented to the Patient and Public Communication and Engagement Committee
March 2010.


See Appendix iv – Implementation Plan 2009/10




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      10.      Risk assessment

               Responding to key drivers, assimilating learning and compliance with
               legislation will have an impact on how well an organisation performs.

               Patient Centred Commissioning is integral to NHS Tees' development agenda
               and success as commissioners in delivering services that meet the needs and
               preferences of local people. Sustained, meaningful engagement with local
               people will result in improved outcomes around health and well being; in
               particular, engaging with ‘seldom heard’ and vulnerable groups will contribute
               to tackling health inequalities. Local people will have more trust in the NHS
               Tees as a result.

               Poor commissioning decisions that have not been informed by the views of
               local communities are a significant risk in terms of services that fail to meet the
               needs and preferences of local people. This will create lack of trust in the NHS
               from local people, and weak and strained relationships with other
               organisations and local communities.

Risk                                                         Mitigation
All communication and engagement team                         Short term external support in place
capability and capacity gaps not filled                       Review of capacity and capability needs
substantively, possibly leading to failure to
meet objectives
Media coverage reverts to reactive, low                         Continued relationship building internally to
volume, not ‘on message’, resulting in poor                      ensure news is communicated to the team
ongoing feedback on reputation.                                 Contacting national and trade media with
                                                                 stories carefully identified for news value
                                                                Relationship building with key journalists
                                                                 continues
                                                                Ongoing media prospect planning linked to
                                                                 business plan and AOP
Poor collaboration at senior level on                           Build core competencies for communication
strategic planning so that communications                        and engagement across teams
and engagement strategies and objectives                        Create network of internal champions
do not support SP and AOP
Matrix working across NHS Tees and                              Communications team representatives to link
Directorates does not develop so that                            with public health representatives
business objectives are not supported                           Communication and engagement leads to
consistently.                                                    meet with business objective leads to
                                                                 discuss delivery needs
Brand awareness of NHS Tees needs                               Continued proactive media and public
further developed                                                awareness activity reinforce brand(s) at all
                                                                 times
                                                                Internal campaign with staff to raise the
                                                                 profile of the importance of the brand with
                                                                 stakeholders
Partnership working and engagement with                         Working in partnership with Local
stakeholders to shape services and                               Involvement Networks to achieve
improve health does not develop and                              improvements in NHS services

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services are poorly commissioned in terms                      Consultation activity is managed effectively
of reflecting the needs of the community.                       and outcomes are implemented to meet
                                                                patient, carer and public need
                                                               Staff proactively seek to understand
                                                                experiences of services patients, carers and
                                                                the public receive.
                                                               Commissioning decisions reflect the needs,
                                                                priorities and aspirations of the local
                                                                population
                                                               Training on patient and public involvement is
                                                                readily available and taken up by staff
                                                               Toolkits, protocols and templates used by
                                                                service managers to assist in undertaking
                                                                engagement and consultation activity.




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11. Evaluation


Managing and Measuring Reputation

If NHS Tees is to ensure that communication and engagement work is evidence
based and meets the needs of key stakeholders, activity must be evaluated and
measured.

The World Class Commissioning Assurance Framework measures the NHS
Hartlepool, NHS Middlesbrough, NHS Redcar and Cleveland and NHS Stockton on
Tees against a range of competencies individually. Communication and Engagement
have a role within most of these competencies but specifically within:

   Locally leading the NHS
   Working with community partners
   Engaging with public and patients

NHS Hartlepool, NHS Middlesbrough, NHS Redcar & Cleveland and NHS Stockton
on Tees will be measured thought public polling data, 360 stakeholder reviews and
media evaluation. This will form an annual evaluation of communications
performance.

We will also conduct their own evaluation to include:

   Media evaluation – quantitative and qualitative
   Audits – internal and external communications
   Focus groups
   Staff surveys
   Patient survey
   Feedback at formal meetings
   Compliments and complaints
   PALS enquiries
   Stakeholder surveys
   Innovative engagements
   Feedback through new media engagement

NHS Tees may commission specialist organisations to carry out this work and
benchmark against other organisations. Whatever work is commissioned, it will only
be valuable if it is tracked over time.

In addition, monitoring and review measures will be put in place to ensure the
Implementation Plan (Appendix ii) is successfully implemented as part of the Annual
Business Plan. Ongoing monthly activity reports will also be provided to each
organisation.


Media evaluation

Sophisticated media evaluation will measure reputation as perceived in the media
against a number of indicators, including accountability, engagement, accessibility
and transparency.
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Reputation audit

A reputation audit will enable the NHS Tees to determine the gap between desired
reputation (made up of purpose, aims, values and role) and their actual reputation. It
will help to identify:

        The relative strengths and weaknesses of the reputation components (vision,
         leadership, brand, employees, stakeholders)
        Existing research and surveys and what new research may be necessary
        Key stakeholders and audiences, their perceptions and priorities according to
         impact;
        Leadership consensus about desired reputation and collective confrontation of
         significant issues
        Quick wins and evaluation of internal resources and capabilities


Brand audit and analysis

The purpose of this is to:

        Audit brands, identities and logos
        Map them against audiences and LINks to Public Service Agreement (PSA)
         targets
        Classify brands according to strategic priorities
        Determine which brands are worthy of investment and which need to be de-
         prioritised; and
        Test recall and provide a baseline for measuring perceptions
        Evaluate the health of key brands and identify areas where performance can
         be improved

The brand audit will provide a baseline from which successes in relation to the NHS
Tees and their role and function can be measured.




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12. Financial Analysis and Resource implications

Resource implications

The communication and engagement team was established in January 2009,
bringing together the communication and marketing and the patient experience
teams. This further enhances the joint working that already existed between the two
teams.

The staff costs of this team is approximately £600k.

The following are the broad projected costs to deliver the Strategy as reflected in the
Financial Strategy. These budgets are now recurring and closely aligned to delivery
of communications and engagement objectives.




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    Communication and Engagement Budget

Item                         2009/10                       2010/11                 2011/12
                        Per PCT Total                 Per PCT Total           Per PCT Total
Corporate:              £15k     £60k                 £15k     £60k           £15k     £60k
Public affairs,
branding, staff
engagement,
internal
communications,
perception
research
E-comms:                £30k           £120k          £30k            £120k   £30k    £120k
Website, intranet
Engagement:             £25k           £100k          £25k            £100k   £25k    £100k
involvement,
consultation,
patient
experience
research
Information:            £30k           £120k          £30k            £120k   £30k    £120k
Publications,
advertising
Marketing               £150k          £600k          £150k           £600k   £150k   £600k
campaigns
Total                   £250k          £1m            £250k           £1m     £250k   £1m




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                                                  Appendix i


                                Terms of Reference
           Patient and Public Communication and Engagement Committee




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                              Tees Strategy and Procurement Board

           Patient and Public Communication and Engagement Committee

                                            Terms of Reference


1        Principal Functions

The principle function of the Patient and Public Communication and Engagement
Committee is to empower people through engagement and information (NHS Next
Stage Review). It will do this by ensuring the effective implementation of key areas in
the communication and engagement strategy. It will have a key role in supporting
the Tees Strategy and Procurement Board in discharging its responsibilities by:

        ensuring that robust methods of communication and engagement are
         developed with individuals, groups and communities to allow meaningful
         involvement with the Primary Care Trusts; using the feedback from such
         engagement to develop proposals to improve the access to and quality of
         services commissioned from providers
        ensuring that the views of patients, carers and the public regarding their
         experience of services are taken into account when developing contract
         specifications and meeting contract standards around quality.

2        Duties and Responsibilities

The specific responsibilities of the Patient and Public Communication and
Engagement Committee will be to:

               ensure the organisations have the appropriate systematic mechanisms in
                place to listen, capture and respond to patient, carer and public feedback
                on their experiences, views and opinions of NHS services, ensuring
                these views are used in improving, delivering and commissioning
                services
               ensure the organisations plan, implement and review effective
                consultation processes in line with their responsibilities under Section
                242 and 244 of the consolidated NHS Act 2006 to demonstrate
                involvement of a wide range of stakeholders in developing new services
                and being involved in setting health priorities with particular attention to
                the areas of Joint Strategic Needs Assessments, Practice Based
                Commissioning and service development
               ensure the organisations use appropriate social marketing approaches to
                develop consultation and involvement processes
               ensure the development of capacity and expertise of staff and partner
                stakeholders to ensure that the engagement of people is mainstream in
                the development and commissioning of services and that patient
                experience is proactively used to improve outcomes for patients in all
                areas of the PCT strategy
               ensure the effective implementation of ‘making experiences count’ – the
                new complaints regulations, providing people with responses leading to
                service improvements and a reduction on repeat complaints

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               ensure the implementation of a consistent accredited process for the
                production and distribution of health care information to support people in
                accessing services and making decisions about their health and health
                care
               contribute to the effective monitoring of local performance of any national
                quality metrics relating to patient experience, communication and
                engagement and those in the Quality Outcome Schedule against best
                practice to ensure patient and public views are considered in the process
               ensure effective monitoring and reporting processes which highlight
                performance and issues which impact on service quality to the relevant
                sub committees of the Tees Strategy and Procurement Board in
                particular the Quality Assurance and Improvement Committee and the
                Contract Compliance Committee
               receive and review minutes and reports from sub-groups that will
                contribute to the principle functions of this Committee
               ensure the development and monitoring of a prioritised programme of
                work to deliver of the key elements of the PCT Communication and
                Engagement Strategy
               ensure an effective and efficient process to identify and share areas of
                good practice in relation to patient and public engagement
               support the development and implementation of appropriate systems,
                processes and strategies to enable the organisations to become World
                Class Commissioners, particularly contributing to achievements under
                Competencies 1 and 3
               ensure the implementation of pledges, rights and responsibilities relating
                to communication and engagement contained within the NHS
                Constitution.




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3.       Governance Arrangements

         The Patient and Public Communication and Engagement Committee will be
         directly accountable to the Tees Strategy and Procurement Board.

         There will be clear links into the Contract Compliance Committee,
         demonstrated through the Committee’s programme of work, specific agenda
         items and a member of the Patient and Public Communication and
         Engagement Committee sitting on the Contract Compliance Committee.

         There will be clear links to the Quality Improvement and Assurance Committee
         demonstrated through the Committee’s programme of work, specific agenda
         items and the Assistant Director of Communication and Engagement sitting on
         the Quality Improvement and Assurance Committee.

 4.      Membership

         The voting membership will be:
          Non Executive Chair (from the Tees Strategy and Procurement Board)
          Four Non Executive Directors (One from each statutory PCT Board)
          Director of Communication and Engagement
          Assistant Director of Health Systems Development (North)
          Assistant Director of Health Systems Development (South)
          Locality Directors of Public Health on a rotating basis
          Assistant Director of Procurement
          One representative from each of the four Local Involvement Networks
           (LINks) across Tees

     Members of the Committee are expected to attend at least 75% of the meetings in

     any twelve month period and identify a named deputy to the Committee secretary

     who will attend in their absence. Deputies will be expected to have the delegated

     authority to act on the full member’s behalf. Appropriate support will be provided

     to members to enable their full participation, and LINk representatives may be

     supported through the attendance of a member of the Host organisation, in a non-

     voting capacity.


         Other members may be co-opted onto the Committee with the agreement of
         all members. A similar right of co-option shall extend to sub-committees.
         Such co-opted members will have no voting rights.
         The Assistant Director of Communication and Engagement will attend each
         meeting as core support to the Committee.



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         Quoracy and Voting

         The Patient and Public Communication and Engagement Committee will be
         quorate with five voting members present, of which at least one must be a Non
         Executive member, one a member of the PCT management team and one
         LINk representative.

         It is unlikely that items discussed will need to be put to a vote as consensus
         will normally be reached. However, where required, decisions will be decided
         through majority voting arrangements with the Chair having the casting vote
         where necessary.

         Frequency

         Meetings will be held on a bi-monthly basis but, at the discretion of the Chair,
         agreement can be made to hold other meetings as and when considered
         necessary.

         Committee Structures

         The Patient and Public Communication and Engagement Committee can
         establish sub-committees/groups to lead on particular issues. The Terms of
         Reference will be approved by the Patient and Public Communication and
         Engagement Committee.

         Other Governance Issues

                 Agendas and papers will be sent to members at least five working days
                  before the meeting.
                 A minimum of 10 working days notice prior to the Committee meeting
                  should be allowed for matters to be placed upon the agenda; urgent
                  matters submitted after this deadline may be included in the agenda
                  subject to the agreement of the Committee Chair.
                 All agenda item requests shall be accompanied by a completed agenda
                  item submission form prior to being placed on the agenda.
                 All members must declare any interests, which will be included in the
                  minutes of the meetings and where there is a conflict of interest the
                  Chair will notify the member whether they should withdraw from the
                  meeting, the discussion and/or voting.
                 Minutes of all sub-groups of the Committee will be presented to the
                  next available meeting of the Committee.
                 Minutes of the Committee will be presented to the next available
                  meeting of the Tees Strategy and Procurement Board.




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         Administration

         The Assistant Director of Communication and Engagement will be responsible
         for ensuring the effective administration of all meetings including the
         distribution of papers and the provision of minutes.

         These Terms of Reference will be reviewed annually or as deemed necessary
         by the Chair.

         Approved: July 2009 (to be confirmed)
         Review date: July 2010 or earlier.




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                                                  Appendix ii

                     Role of the Communication and Engagement Team




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Function                              Detail
Media Relations                       Deliver the press office function, includes:
                                           Identifying proactive opportunities
                                           Issuing press releases
                                           Reactive responses/providing spokespersons
Public Affairs                        Support the organisation in public affairs, includes:
                                           Parliamentary Enquiries
                                           SHA/DH requests for information
                                           Organising MP/VIP visits
                                           Formal link to Health Scrutiny Committee
                                           Support FOI process
Consultation                          Lead formal consultation exercises
                                           Ensure organisation complies with relevant
                                               legislation (ie Section 242)
Public and Patient                    Lead on delivering and embedding robust and
Involvement                           meaningful PPI practice across the organisation (see PPI
                                      Framework)
Staff Communications                  Lead on strategic/operational internal communications
                                      activities, including:
                                           PCT Team Brief
                                           Intranet communications sections
                                           Communications Champions/Folders
                                           Ad hoc briefings

Reputation Management                 Provide proactive leadership to manage the reputation of
                                      the local NHS, via:
                                           Horizon scanning
                                           Media monitoring
                                           Partnership working
                                           Proactive communications and engagement
NHS Identity/Branding                 Governance of NHS/PCT logo Approval of patient
                                      information/marketing materials Design consultancy PCT
                                      Style Guide (work in progress)

Publications                          Lead on corporate communications, including:
                                           PCT Annual Report
                                           Commissioning Prospectus
                                           Your Guide To Local Services
                                           Health Matters publication
                                           Winter Health Guide
                                           GP/independent contractor newsletter
Web platforms                         Strategic lead for PCT website content and development
                                      Oversee e-content governance process Support policy
                                      tracking and review
Involvement                           Closely support public and patient involvement
                                      objectives.
Public Information/Health              Support Public Health in health education and health
Education                             promotion activity.

Emergency Planning &                  Lead on communications elements related to emergency
Business Continuity                   preparedness and responding to a major incident.
Miscellaneous                         Event organisation – ie public meetings, AGM etc.
                                      Supporting Provider Services in marketing exercises



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                                                 Appendix iii




                                          Stakeholder Analysis




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                                           Stakeholder analysis

This stakeholder analysis has been developed to support prioritisation and targeting
of PCTs’ communications and engagement activity.

A stakeholder analysis will ensure that communications and engagement are
appropriate to the needs of different stakeholders by segmenting the key
stakeholders by their key characteristics and by understand their agendas, influences
and communication preferences. This can help to determine engagement priorities,
the most appropriate relationship, and realist and effective activity plans.

Stakeholders can be mapped in terms of:

      power
      interest
      influence
      awareness
      credibility
      legitimacy of relationship

Influence / Interest Matrix



                 High                Medium                   Low
             Key players –
             need strong
                                                                                  Stakeholder interest
    High




             buy-in. Treat as
             PARTNERS
                                              CONSULT

                                              ‘We will listen to you
                                              and respond.’
    Medium




                     INVOLVE and
                     maintain interest.
                     ‘We can work
                     together where
                     common ground                                KEEP
                     exists.’                                     INFORMED
                   Low




                                                                  ’We will tell
                                                                  you.’




                         Stakeholder Influence




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                                                                                                                                        Appendix ii



The diagram below gives an illustration of the groups of stakeholders with whom NHS Tees needs to engage.

Stakeholder Segmentation

                                   Unions           Professional bodies e.g. BMA, GMC, Local Committees,
                                                    Royal Colleges
                            OSCs
                                                                                     PCT staff
                   LINKs
                                                                                             NHS Trust and Provider Services staff
                  Media
                                                                                                   Independent contractor staff
           MPs, local                         6. Represent
  councillors, Mayors                                           1. Staff
                                                                                                   Patients
                                                                Employees
     Key clinicians
                                   5. Influencers                   2. Patients and carers           Carers
   Campaign groups
                                               4.            3. Health                          Patient / long term condition groups
                                            Community        partners
Business representatives                                                                       Regulators and inspectorates
                                                                                        Private providers and independent contractors
        Hard to reach groups                                                    Local authorities, Local Strategic Partnerships
                        Public                                           SHA, DoH, Secretary of State
                                   Community groups
                                                              3rd sector groups e.g. voluntary groups and major
                                                              charities




                                                                                                                                        Page 52 of 118
                                                                                                                          Appendix ii


Stakeholder Map

Stakeholder Group        Characteristics              Challenges                  Comm’s & engm’t           Channels / Methods
                                                                                  priorities
Staff
NHS Tees staff           Affected by issues and       Supporting staff through    Developing                Effective staff
                         have an effect.              ongoing cultural and        communication and         engagement through
NHS Trust and Provider                                organisational changes.     engagement skills and     development of
Services Staff           Diverse in terms of roles                                capacity across the       leadership and
                         and grades.                  Staff identification with   organisations.            facilitation behaviours.
Independent contractor                                NHS ‘brand’ as new
staff                    Once engaged, can            organisations develop.      Provide and efficient     Focus groups to gather
                         engage other                                             news and                  insights.
                         stakeholders.                Increasing use of           communication channel,
                                                      informal social media by    both to and between      Intranet. All staff will
                         If disengaged, can           staff e.g. not ‘top down’   staff.                   take responsibility for
                         disengage other              and relatively                                       their use of the intranet.
                         stakeholders.                uncontrolled                Increase knowledge and Staff usage of the
                                                                                  information flow within  intranet will increase
                         Diverse in terms of ease     High volume of              the PCTs.                as this becomes the
                         of reach e.g. off site, on   information to                                       most trusted source of
                         leave on shift,              disseminate.                Provide a centralised    information.
                         contracted, levels of                                    resource for
                         literacy.                    Measuring engagement        organisational           Well established,
                                                      and understanding.          information and          regular communications
                                                                                  knowledge.               framework with tailored
                         ‘How will our roles be       Increasing reliance on                               channels which are
                         affected?’                   electronic                  Developing support       regularly audited.
                                                      communications.             tools for organisational Increasing emphasis on
                                                                                  development and          e-communications. Also
                                                      Developing protocols for    training e.g. ‘toolkit’  staff meetings, CEO
                                                      communication with                                   meetings, newsletters.


                                                                                                                           Page 53 of 118
                                                                  provider and contractor   Developing an online
                                                                  staff.                    community of staff.

                                                                                            Guidelines for managing
                                                                                            participation in social
                                                                                            media




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Stakeholder Group                   Characteristics               Challenges               Comm’s & engm’t            Channels / Methods
                                                                                           priorities
Patients and carers
Patients / public                   May be dependent              Ensuring patients and    Informing, involving and   Mass communication to
                                    recipients of information.    the public become a      consulting                 large groups through
                                    May not be involved or        more high interest and                              local media
                                    interested.                   high influence group.    Increasing confidence in
                                                                                           NHS                        ‘Above the line’
                                    Exposed to and                Demonstrating how                                   marketing campaigns
                                    expected to assimilate a      outcomes of              Building positive          using range of methods
                                    range and variety of          engagement influence     reputation of NHs Tees     and materials.
                                    messages from a               commissioning.           in terms of improving
                                    number of different                                    services                   Social marketing to
                                    sources on a daily            Creating interest and                               target identified groups.
                                    basis. Will ignore or         relevance.               Awareness of key health
                                    discard anything not                                   messages                Focus group events
                                    immediately perceived  Creating ‘call to action’
                                    as relevant.           in use of services,             Awareness and           Surveys /
                                                           lifestyle change,               understanding of access questionnaires
                                    May be reached through consultation.                   to services
                                    GP or clinics,                                                                 Network based
                                    community groups.                                                              engagement through
                                                                                                                   public meetings, focus
                                    ‘I am just one of many.’                                                       groups, listening events.

Informal support groups             Network based groups.         Developing ongoing       Informing, involving and   Use of social media and
/ carers groups                                                   consultative             consulting.                websites.
                                    Have prior knowledge,         relationships and
                                    have high involvement,        engagement to shape      Accessible engagement      Targeted
                                    are time rich, confident,     services and improve     in key developments        communication and
                                    self-sufficient, self-        health                   Increasing confidence in   engagement through

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                                    aware, discriminating.                                    NHS                     stakeholder database.

                                    ‘We want to be                                            (Also as above.)        Use clinicians to engage
                                    respected, equal                                                                  on service design issues
                                    partners who are part of
                                    a network.’

Patient and long term               Groups of individuals         Developing ongoing       Informing, consulting,    Network based
condition groups                    who are highly aware          interactive relationshipsinvolving and partnering. communication and
                                    and discriminating.                                                              engagement through
                                                                  Developing effective use Engagement in services public meetings, focus
                                    Increasingly demanding        of social media.         changes and               groups, listening events.
                                    of tailored engagement                                 developments.
                                    and flexible                  Increasing frequency                               Individual
                                    relationships, and seek       and targeting of         Demonstrate influence     correspondence.
                                    increased control.            communications.          of stakeholder
                                                                                           engagement in             More individualised
                                                                                           commissioning             forms of social media.
                                                                                           decisions and service
                                                                                           development.

                                                                                              (Also as above.)




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Stakeholder Group                   Characteristics               Challenges                  Comm’s & engm’t           Channels / Methods
                                                                                              priorities
Health partners
Regulators and                      High influence.               Managing stakeholder        Agreeing consensus in     High profile media
inspectorates                       Legitimate and objective      perception of NHS Tees’     managing reputation of    management of
                                    regulatory relationship.      performance                 NHS across clusters /     reputation and
                                                                  benchmarking across         SHA area.                 performance. Direct
                                                                  clusters / SHA areas.                                 liaison with regulator
                                                                                                                        communications
                                                                                                                        colleagues.
Private providers and               Legitimate contractual        Developing robust           Managing the NHS          Tailored
independent contractors             relationship.                 contractual relationships   brand and reputation      communications and
(to include 3rd sector                                            which ensures effective     through contractual       engagement
providers)                          Direct link to patients /     communications and          relationship              mechanisms which
                                    public. Can block or          engagement are                                        address contractor
                                    advance                       delivered by all            Building our reputation   issues.
                                    communications and            providers.                  as leader of the NHS
                                    engagement links.                                                                   Knowledge based
                                                            Maintaining control over                                    solutions.
                                    Seek to gain and        the NHS brand
                                    maintain prestige                                                                   Communications and
                                    contract with NHS and                                                               engagement work with
                                    increase customer base.                                                             planning, performance,
                                                                                                                        clinical and
                                                                                                                        commissioning.
Local authorities, Local            Legitimate partnership        Ensuring public affairs     Demonstrating that NHS Managing public affairs
Strategic Partnerships              relationship.                 management builds and       Tees:                     to ensure existing
                                                                  maintains relationships                               networks and decision
                                    High local profile as         on an ongoing basis.        has significant influence making processes are
                                    decision maker.                                           on their decisions and    maximised to enable
                                                                                              actions                   discussion. High quality

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                                    Influences                                                                           standard of briefing
                                    communications to local                                 participates in the local    materials.
                                    councillors.                                            health agenda
                                                                                                                         Advance planning of
                                    Political relationship with                             is an effective partner in   engagement with
                                    local MPs.                                              delivering health            existing mechanisms.
                                                                                            objectives

Strategic Health                    Legitimate and objective      Developing productive     Demonstrating                High quality public
Authority, Department of            accountability                relationships of          competencies as World        affairs through
Health, Secretary of                relationship.                 accountability            Class Commissioners.         engagement routes.
State
3rd sector groups /                 Specialist interest,          Managing specific or      Building reputation of       Public affairs
voluntary sector / major            potentially high              single but high profile   NHS Tees as leader of        management through
charities                           influence over users.         issues.                   the NHS.                     engagement and
                                    High media profile as                                                                consultation. Maximising
                                    political lobbyists.                                                                 opportunities user
                                                                                                                         involvement.




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Stakeholder Group                   Characteristics               Challenges                Comm’s & engm’t             Channels / Methods
                                                                                            priorities
Community
Public                              May be dependent              Ensure patients and the Informing, engaging and       Mass communication to
                                    recipients of information.    public are a high interest consulting                 large groups through
                                    May not be involved or        and high influence                                    local media
                                    interested.                   group.                     Increasing confidence in
                                                                                             NHS                        ‘Above the line’
                                    Exposed to and                Demonstrating how                                     marketing campaigns
                                    expected to assimilate a      outcomes of                Building positive          using range of methods
                                    range and variety of          engagement and             reputation of NHS Tees     and materials.
                                    messages from a               consultation influence     in terms of improving
                                    number of different           commissioning,             services                   Social marketing to
                                    sources on a daily                                                                  target identified groups
                                    basis. Will ignore or         Creating interest and     Awareness of key health
                                    discard anything not          relevance.                messages
                                    immediately perceived
                                    as relevant.           Creating ‘call to action’        Awareness and
                                                           in use of services,              understanding of access
                                    May be reached through lifestyle change,                to services
                                    GP or clinics or other consultation.
                                    independent                                             Feedback
                                    contractors.

                                    Exposed to and
                                    expected to assimilate a
                                    range and variety of
                                    messages from a
                                    number of different
                                    sources on a daily
                                    basis. Will ignore or

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                                    discard anything not
                                    immediately perceived
                                    as relevant.

Community Groups                    Network based groups,         Informing, consulting,     Increasing confidence in   Network based
                                    geographically or             and involving.             NHS                        communication and
                                    demographically                                                                     engagement through
                                    defined.                      Developing consultative    Building positive          existing networks
                                                                  relationships where        reputation of NHS Tees
                                    May have spokespeople         groups have prior          in terms of improving      Public meetings, focus
                                    / Chairs with local           knowledge, have high       services                   groups, listening events.
                                    political influence.          involvement, are time
                                                                  rich, confident, self-     Awareness of key health Social media and
                                    Can provide media             sufficient, self-aware,    messages                websites.
                                    spokespeople on local         discriminating.
                                    issues.                                                  Awareness and           Targeted
                                                                                             understanding of access communications through
                                                                                             to services             stakeholder database.

                                                                                             Accessible engagement      Face to face interaction
                                                                                             in key developments        with local forums /
                                                                                             Increasing confidence in   representatives
                                                                                             NHS

Hard to reach,                      Disadvantaged and             Language barriers in       Developing local           Creativity and
marginalised and                    isolated groups who           informing, involving and   contacts                   partnership e.g.:
vulnerable groups.                  experience more               consulting.                                           Communications and
                                    difficulty in accessing                                  Developing accessible      engagement through
Overlapping issues can              mainstream services.          Developing interactive     mechanisms and             existing networks and
include:                                                          relationships              provision                  contacts.
     People whose first A priority for
       language is not   engagement. May not                      Working with partner       Awareness of key health ‘Borrow’ engagement

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        English                     have contact with the         organisations to support   messages                 channels and credibility
       People with poor            NHS e.g. take up of           increased access                                    from appropriate
        literacy skills (in         screening.                                               Awareness and            partners
        English and/or                                                                       understanding of access
        own language)               Are otherwise no                                         to services             Use advocates and
       Young people                different to mainstream                                                          specialist media
       Carers and young            audiences.                                               Accessible engagement
        carers                                                                               in key developments     Talks at local meetings,
       Single parents              Exposed to and                                                                   dedicated meetings,
       People with                 expected to assimilate a                                 Tailor approach         focus groups, listening
        disabilities                range and variety of                                     accordingly by being    events.
       People with                 messages from a                                          aware of different
        mental health               number of different                                      groups’ circumstances   Social media and
        problems or                 sources on a daily                                       and preferences.        websites.
        learning                    basis. Will ignore or
        disabilities                discard anything not                                     Ensure communications    Targeted
       Older people                immediately perceived                                    and engagement is        communications and
                                    as relevant.                                             accessible to range of   engagement through
       Digitally excluded
                                                                                             language and literacy    stakeholder database.
       Socio-
                                    Groups united by faith                                   needs
        economically
                                    may not be                                                                        Face to face interaction
        deprived
                                    homogenous.                                                                       with local forums /
        communities
                                                                                                                      representatives
       Geographically
        isolated                                                                                                      Targeted health
                                                                                                                      messages through
                                                                                                                      social marketing




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Stakeholder Group                   Characteristics               Challenges                 Comm’s & engm’t           Channels / Methods
                                                                                             priorities
Influencers
Campaign groups                     Local, regional or            Managing specific or       Building reputation as    Media management
                                    national.                     single but high profile    the local leader of the
                                                                  issues.                    NHS.                      Public affairs
                                    Specialist and local                                                               management
                                    interest, potentially high    ‘Call to action’ for public. Demonstrate influence
                                    influence over users.                                      of stakeholder          Consultation.
                                                                                               engagement in
                                    May be linked to local                                     commissioning           Maximising
                                    political structures e.g.                                  decisions and service   opportunities for user
                                    local councillors as                                       development.            involvement.
                                    members
                                                                                                                       Face to face interaction
                                    High local media profile                                                           with local forums /
                                    on key issues                                                                      representatives

                                                                                                                       Individual
                                                                                                                       correspondence.

                                                                                                                       More individualised
                                                                                                                       forms of social media /
                                                                                                                       engagement.

Key clinicians                      High credibility with         Engaging clinicians to     Building reputation of   Clinical networks and
                                    many other                    enable their input into    the PCT as leader of the representative bodies
                                    stakeholders                  policy, strategy and       NHS.
                                                                  campaigning.                                        Individual
                                    High level of influence                                  Demonstrate influence    correspondence.
                                    within the NHS                Clinicians’ available time of stakeholder

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                                                                  to take part in           engagement in              More individualised
                                    May be perceived as           engagement or             commissioning              forms of social media.
                                    leaders of the NHS            consultation activity     decisions and service
                                                                                            development.               Consultation.
                                    High media profile on
                                    NHS issues                                                                       Formal PCT decision
                                                                                                                     making
                                                                                                                     structures
MPs, local councillors,             Political partnership         Establishing ongoing      Building reputation of   Public affairs
Mayors                              relationship.                 public affairs approach   the PCT as leader of the management through
                                                                  to engage on ongoing      NHS.                     political networks
                                    High local profile as         basis with key
                                    decision makers.              developments.                                        Consultation.
                                                                                            Demonstrating that NHS
                                    Influences                    Managing competition      Tees:                      Maximising
                                    communications with           for their endorsement                                opportunities for user
                                    local authorities.            and support.              has significant influence involvement.
                                                                                            on their decisions and
                                    Political relationship with                             actions                    Face to face interaction
                                    local authorities and                                                              with local forums /
                                    Overview and Scrutiny                                   participates in the local  representatives
                                    Committee.                                              health agenda
                                                                                                                       Individual
                                                                                            is an effective partner in correspondence.
                                                                                            delivering health
                                                                                            objectives                 More individualised
                                                                                                                       forms of social media.



Traditional Media                   High influence, high      Maintaining quality and       Establishing               Targeting key journalists
                                    interest in terms of news timeliness of                 relationships with key

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                                    value.                        information.              journalists

                                    Increasingly use citizen      Agreeing key messages     Building positive
                                    journalists and social        to underpin all media     reputation of NHS Tees
                                    media sources.                activity
                                                                                            Increasing positive
                                    Some constraints.                                       media coverage

                                                                                            Analysing media
                                                                                            coverage
LINKs                               High interest, high           Demonstrating that        Establishing processes   Face to face interaction
                                    influence partner.            involvement activity is   to underpin effective    with local LINKs.
                                    Political links to local      an integral part of       partnerships.
                                    authorities and local         commissioning process.                             Responding to requests
                                    patient groups.                                                                  for information.

                                    Source of ambassadors                                                            Regular briefings on
                                    within local                                                                     involvement activity
                                    communities.




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Stakeholder Group                   Characteristics               Challenges                  Comm’s & engm’t           Channels / Methods
                                                                                              priorities
Representing
Overview and Scrutiny               High interest and high        Co-ordinating ongoing       Building reputation as    Established processes.
Committees                          interest. Legitimate          representation to           the local leader of the
                                    scrutiny relationship.        position issues and         NHS.                      Public affairs
                                                                  enable engagement                                     management.
                                    Range of political LINKs      alongside formal
                                    and influences,               scrutiny processes.         Demonstrating integrity   Regular briefings.
                                    including SoS. Can                                        of engagement as part
                                    block or advance              Managing internal           of commissioning
                                    developments.                 processes to ensure         processes.
                                                                  consistent messages
                                    Media focus.                  and robust briefing.

                                    How will this affect our      Develop awareness of
                                    residents?’                   political influences and
                                                                  LINKs for OSC
                                    ‘Is this a fair and           members.
                                    transparent process to
                                    which everyone can
                                    contribute?’
Professional bodies                 Strong influence over         Establishing ongoing        Building reputation as    Media management
                                    clinicians. Clinician’s       dialogue channels           the local leader of the
   GMC                             most trusted source of        alongside more formal       NHS.                      Public affairs
   BMA                             opinion and information.      communications,                                       management
   Local medical, dental,                                        engagement and
    pharmacy and                    Indirect but powerful         consultation activity.      Treat as key players      Involvement and
    ophthalmic                      influence over service                                    and partners by           consultation.
    committees                      users, patients and           Finding key ‘influencers’   prioritising
   Royal Colleges                  public.                       among clinicians.           communications re         Face to face interaction

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                                                                  issues likely to affect   with local
                                    Can lobby ministers and       members arising from      representatives
                                    provide credible source       commissioner/provider
                                    of media comment.             relationship.             Individual
                                                                                            correspondence




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                                                                                                         Page 66 of 118
               Appendix ii




Appendix iv




Media Policy




               Page 67 of 118
                                 Contents



                                                                      PAGE
                                 TITLE
                                                                     NUMBER

1.    Executive Summary                                                3

2.    Rationale for Media Engagement                                   3

3.    Delivering Media Engagement                                      4
      Build and develop strong relationships with individual
3.1                                                                    4
      journalists and corporate media outlets
      Pro-actively seek to place positive health messages across
3.2                                                                    5
      a wide range of media targets
      React to enquiries from the media in a positive and timely
3.3                                                                    7
      fashion

      Create and maintain a damage limitation plan, delivering it
3.4   as and when required in order to prevent damage to the           8
      reputation of the NHS Tees and the National Health Service
      nationally
      Create and deliver an innovative and robust media training
3.5                                                                    9
      programme for PCT staff and others
      Actively monitor and evaluate all aspects of media coverage,
      aiming to constantly improve the quality and productivity of
3.6                                                                    10
      media coverage as measured on the Precis scale and
      captured by the Strategic Health Authority
4.    Partnerships                                                     11

5.    Key Media Targets                                                12

6.    Summary                                                          12



                                                                        68
7.1       Appendix 1: Media Briefing Sheet                                   13

7.2       Appendix 2: Media Training Programme                               15

7.3       Appendix 3: Key Media Targets                                      23




1. Executive Summary

Effective media relations are essential to the success of any organisation in
the public eye. As a public body, the NHS has a responsibility to ensure that
nationally, regionally and locally agreed health messages are disseminated as
widely as possible.

The media is one of the key tools that significantly enables the distribution of
public messages. To maximize the opportunities that the media affords, a
dedicated media team sits as part of the NHS Tees Communication and
Engagement Directorate.

This media policy outlines how the media team will engage with national,
regional and local media to deliver public health messages for the benefit of
local residents, will seek to enhance the reputation of the PCTs via the
creation and distribution of pro-active positive messages and will aim to
protect and restore the reputation of the PCTs where negative messages are
placed in the public domain.

In particular, this policy outlines how the media team will set out to deliver the
following aspects of media engagement:

         Build and develop strong relationships with individual journalists and
          corporate media outlets.

         Pro-actively seek to place positive health messages across a wide
          range of media targets

         React to enquiries from the media in a positive and timely fashion

         Create and maintain a damage limitation plan, delivering it as and
          when required in order to prevent damage to the reputation of NHS
          Tees and the National Health Service nationally.

         Create and deliver an innovative and robust media training programme
          for PCT staff and others


                                                                               69
      Actively monitor and evaluate all aspects of media coverage, aiming to
       constantly improve the quality and productivity of media coverage as
       measured on the Precis scale and captured by the Strategic Health
       Authority.


2. Rationale for Media Engagement

The four PCTs that make up NHS Tees (NHS Hartlepool, NHS
Middlesbrough, NHS Redcar and Cleveland and NHS Stockton-on-Tees) are
committed to ensuring that the most up-to-date and effective health messages
promptly and efficiently reach the people to whom they are aimed. Local,
regional and national newspapers, magazines, radio, television and websites
regularly carry messages that are directly relevant to local people and NHS
Tees is committed to utilizing these outlets in order to convey their messages.

Previous experience and research have demonstrated that where a strong
working relationship exists between journalists and PCT media staff,
substantial value-added coverage is obtained. The more dialogue ensues
between the NHS and a journalist, the more frequent, substantial and often
positive the coverage that is obtained.

The PCTs have a policy of openness, recognizing the right of journalists to
access public information and to challenge statements that are circulated.
NHS Tees actively works with all media outlets to ensure that key messages
reach the widest possible sector of the population, including the hardest to
reach groups.

Where media engagement does not take place or does not take place
effectively, coverage can be lacking or inaccurate, potentially leading to public
confusion. Good media engagement, however, can enhance the reputation of
the local NHS and enable residents to, in turn, engage with policy makers and
commissioned providers.

Media engagement is a two way process – the PCTs have an opportunity to
place their messages in the public domain but equally the public discover how
to comment upon, respond to and how to have their say in decisions that are
made or being considered.



3. Delivering Media Engagement

To successfully deliver high quality and innovative media messages that
successfully convey public health matters to the community across Tees, the
following aspects need to be robustly delivered:

3.1 Build and develop strong relationships with individual journalists
and corporate media outlets


                                                                              70
As part of our policy of leading local media messages into the public domain,
direct, personal engagement is scheduled to take place on a regular basis
with journalists from all of the key target media (as determined via the
Strategic Health Authority system of media analysis).

Contact lists focus on individual names rather than generic email addresses
wherever possible and all pro-active media calls to journalists will target
named individuals.

All of the main local and regional media outlets either have been or are
scheduled to be personally visited by media team staff and creative
discussions to generate ideas for increased collaboration between the local
NHS and the media regularly take place. Some of the outcomes from these
meetings feed into this media policy and in to other Communications and
Engagement work.

A number of features each week are not generated by press releases but by
direct conversations with journalists where ideas for developing stories are
discussed. This may include identifying opportunities for journalists to
undertake personal interviews with case studies, photographic opportunities,
visits to premises or suggesting items that can complement features, thereby
extending them (e.g. a top ten tips box, focus on a particular staff member or
opportunities for public engagement such as a form to complete or a website
promotion).

In several situations innovative collaborative working is now in place between
NHS Tees and media outlets. These include training programmes (see 3.5),
supplements in local papers and regular columns in newspapers and on radio.

Journalists are actively encouraged to let the media team know when they are
not available in person and named replacements are frequently sought and
supplied so that direct engagement can continue to take place.

Wherever possible relationships with each outlet extend beyond an individual
named journalist to their editors, photographers and other team members so
that a holistic approach to engagement with each outlet is possible.


3.2 Pro-actively seek to place positive health messages across a wide
range of media targets

Press and news releases are pro-actively issued on a regular basis to present
a positive message about the PCTs and its work amongst the public and our
partner organisations. These will inform others about our aims and
achievements and should at all times celebrate and promote positive health
messages.

In order to reach as wide a range of the community as possible, all forms of
media are utilized when conveying positive health messages. Television,
radio, press and the internet are tools that are contacted on a regular basis by

                                                                             71
the media team with a view to placing positive messages into the most
relevant ones for each story.

The core group of media targets that NHS Tees is regularly in contact with
stems from a list agreed with the Strategic Health Authority. This list identifies
approximately 45 outlets from local, regional and national sources, all of which
are monitored by a cuttings service and form part of a media analysis report
provided monthly. The favourability of articles is measured in this way and
informs the media work by enabling an assessment of how positive the health
messages are.

Other media targets are actively sought for specific projects as and when a
match can be made between the message and the media. A regular
assessment of new publications and those currently on the market is
undertaken in order to ensure that new opportunities are not missed.

Targets for the number and size of pro-actively generated positive health
messages are set and regularly reviewed. These aim to ensure that the level
of positive coverage that has been pro-actively generated continues to grow
on a regular basis.

All pro-active approaches to the media will be undertaken by the media team
directly. Staff from all PCT directorates are actively encouraged to contribute
story ideas and to work with the media team to generate positive stories but
direct contact with journalists and media organisations will be handled
centrally.

The majority of pro-active press releases that are sent will contain a quote
from a relevant person at the PCT. Permission to use the quote will be
obtained from the named person and, where appropriate, by their Director,
Assistant Director or by the Chief Executive, prior to the release being sent.

All releases which refer to other NHS Trusts, the Strategic Health Authority,
local committees and local authority partners will not be issued until the
approval of the content has been confirmed with their communications
department.

Photographs shall be sent out by the media team to accompany all press
releases except where it is arranged that a journalist can send a photographer
to take their own unique pictures. An image library for this purpose will be
maintained and developed by the media team with photographs taken on a
regular basis, either by the in-house team or agreed freelance staff
specifically brought in for the purpose in order to ensure that these are kept
up to date.

In order to meet the requests from journalists to supply case studies of real
people, the media team will pro-actively seek to identify members of the public
who are willing to share their personal health stories. A press and media
consent card has been created for this purpose – acting as both a promotional


                                                                               72
tool and a safeguard to the NHS as people provide written consent prior to
their media involvement.

Supplements will be created subject to financial negotiations between the
wider Communications and Engagement Directorate and local newspapers.
These shall be edited by the media team and used as an opportunity to
generate positive coverage for both the cluster of PCTs and the local acute
trusts.

The media team will work with the Campaigns and Marketing team to
generate targeted pro-active media messages that tie in with wider
campaigning issues.

All pro-actively generated press releases shall be uploaded to the website –
www.tees.nhs.uk – within 24 hours of them being sent to journalists. All
releases will remain on the website either as an entry for the current month or
as an archived entry for previous months. The transition between the two
takes place automatically, ensuring it is up to date at all times.

A copy of the press release will also be placed onto Midas (Pro-active press
section), along with a summary of where it has been sent. This is updated at a
later stage to show which media outlets picked up the information and
published it.

Where press releases have been issued but there has been no contact from
the journalist who was sent the story, the media team will pro-actively contact
the recipient to determine if the message was received and if so, if, how and
when the material will be used.


3.3 React to enquiries from the media in a positive and timely fashion

In addition to the pro-active promotion of positive messages, the media team
has responsibility for handling all enquiries that are received from journalists.
Some of these enquiries will be as a result of information that has been sent
out previously by the media team but other enquiries can be triggered by a
variety of things, including information released nationally by the Department
of Health, work undertaken by the Strategic Health Authority, press articles,
complaints by members of the public directly to the media or ideas generated
by individual journalists.

PCT staff who receives enquiries directly from the media should refer these
directly and immediately to the media team.

On receipt of a media enquiry, key information will be requested from the
journalist. This includes the nature of the enquiry, the name of the journalist
who is requesting the information, the purpose of the information and the
deadline by which the information must be supplied. This information is then
immediately uploaded onto Midas (Press Requests section). Any actions


                                                                              73
required by others can be notified by the person instigating the Midas report
and will be followed up to ensure completion.

In order to ensure accurate information can be supplied promptly in response
to enquiries, an ‘on-call’ system of contacts from all directorates will be set up.
This will be managed via the shared drive, enabling all participants to be able
to update their own contact details and to ensure that a minimum of two key
people from each directorate are available at all times in the event of media
enquiries. The media team will instantly be able to see who is available within
each directorate for comment ensuring that responses meet given deadlines.

Some of the reactive enquiries will indicate that negative stories are likely to
follow. The role of the media team is to attempt to respond in a way that
potentially could turn the story into a positive one. It will be necessary to agree
key lines and statements with relevant PCT personnel that are accurate and
expressed in a positive way. On many of these occasions a holding statement
(such as stating that the issue is being investigated) may be the most helpful
response. For issues that are likely to lead to substantial media coverage, the
media team will alert the Strategic Health Authority who will in turn notify the
Department of Health.

Where reactive enquiries are received from the broadcast media, it may be
necessary to offer a staff member for a radio or television interview. In the
majority of cases this will be either the Chief Executive, a Director or an
Assistant Director, though occasionally project leads may be appropriate with
the permission of their Director.

The media team aim to provide an experienced communications professional
to accompany all PCT staff when they are engaged in media interviews. The
purpose of this is to ensure that relationships with journalists are maintained
and developed, that communications advice is on hand when interviews are
taking place, that ideas for follow up stories are suggested to the journalists
who have been involved and that practical actions such as removing mobile
phones from studios and supplying a glass of water are carried out.

For each interview that takes place, the media team will generate a briefing
sheet that is in two parts: the first for the interviewee and the second for the
interviewer. The purpose of the briefing is to give key information about the
location, time and nature of the interview, to supply possible deflectors if
unexpected questions are asked about other current issues and to highlight
key points and keywords that could be mentioned in the course of the
interview. In the case of radio where the interview is live and listener
engagement is actively encouraged, questions that the interviewer can use to
generate interest are also offered. The media team seek to have a degree of
positive influence over such interviews through this tool even when reactive
enquiries are focused on negative stories. (See Appendix 1)

Where a member of PCT staff needs to speak directly to a print journalist,
either by phone or face to face, the lines to be given will be agreed in advance
between the relevant directorate and the communications professional

                                                                                74
handling the enquiry. Where possible, the communications professional will sit
with the PCT staff member as they talk to the journalist, making a note of
anything that could be misinterpreted and providing a steer (either to the staff
member during the conversation or to the journalist afterwards) to cover
anything that was not strictly on message. Where that alliance is not possible,
a follow up conversation will be had to ensure that messages that have been
given are noted.

On occasions a journalist may need to contact the media team out of normal
business hours. Arrangements for doing this are outlined on the NHS Tees
website where initial telephone contact details can be found. During times of
enhanced activity, additional arrangements may be required and these will
normally be organised regionally rather than locally as PCTs work with the
Strategic Health Authority and acute trusts to provide cover as required.

The media team will seek to further develop on call arrangements to ensure
that journalists can access help and information at all times.

3.4 Create and maintain a damage limitation plan, delivering it as and
when required in order to prevent damage to the reputation of NHS Tees
and the National Health Service nationally

When negative news about the NHS reaches the public domain, a number of
responses are possible. The media team will develop, review and action a
damage limitation plan for use in the event of such situations.
Three basic optional responses to negative coverage are possible:

a. To work towards a retraction of the negative coverage
b. To generate additional positive coverage in an attempt to minimize the
impact of the negative piece.
c. To ignore the negative coverage

Retractions are difficult to obtain because most editors regard them as a sign
that their original piece was of a poor standard or inaccurate. If a publication
publishes one retraction it can be used by other organizations to lever future
retractions. This makes newspapers wary of issuing any and it is rare to
receive one on request.

Retractions are most commonly used where legal challenges have been
made and won.

The media team will monitor coverage closely and where negative coverage
has been obtained but legal challenges to it have been made, retractions will
usually be sought.

Additional Positive Coverage can offset the impact of negative coverage
purely on the basis of scale. If only one article is published and it is negative,
the public perception will be that the organization is largely negative.
However, if one negative piece is published but ten others are positive and


                                                                               75
published around the same time in the same publication, the public perception
will be that the organization is largely positive.

When negative media coverage appears the media team will endeavour to
generate large amounts of positive coverage in the same publication as
quickly as possible.

Ignore the negative coverage. By not commenting further on a negative
item, there is little opportunity for the media to keep that negative aspect in
the public domain.

The media team will consider not responding to negative coverage where it is
deemed that any response could maintain the negativity in the public eye for
longer than if it were to be ignored.


3.5 Create and deliver an innovative and robust media training
programme for PCT staff and others. (See Appendix 2)

Many of the potential spokespeople for NHS Tees, will come from directorates
other than Communications and Engagement and it can not be assumed that
they have media experience. In order to maximize the opportunities that arise,
a training programme needs to be created, marketed and delivered

The media team will work with Learning and Development staff to ensure that
all training complements existing provision, is innovative and of a high quality
and is relevant to the situations in which local people will find themselves.

Training will be provided at different levels to suit the widest range of people,
ensuring that they are prepared for all aspects of media engagement.

Training styles will be varied to ensure the widest possible learning
mechanisms are in place.

The effectiveness of training will be determined by a range of agreed
measures according to each stage.

To be innovative media training will extend beyond practicing interviews and
extend into the development of pro-actively generated positive messages,
enabling all directorates to be able to identify potential good news stories. It
will extend to those who are seeking for stories to use, as well as those
wishing to have them published and training elements will be offered to
journalists as well as to PCT personnel. The main outcome measure will be
the quality and quantity of media coverage which will be measured via media
analysis.


3.6 Actively monitor and evaluate all aspects of media coverage, aiming
to constantly improve the quality and productivity of media coverage as


                                                                              76
measured on the Precis scale and captured by the Strategic Health
Authority

Media analysis will be used as an evaluative tool. This is to a format and
criteria agreed with the Strategic Health Authority.

The key elements that will be monitored include the number of features
placed in the public domain, the size of those features (including word count
where appropriate), the placing of printed articles on a page, whether
photographs or quotes have been included and the overall tone of the piece.

The level of favourability will continue to be the main indicator, with articles in
a positive tone about the NHS being the most effective in producing a good
analysis results.

The media team will undertake a detailed evaluation of each analysis report,
aiming to identify areas for improvement each month.

In addition to the formal media analysis that is received, daily monitoring of
coverage will take place by the media team. This includes monitoring each
item that is published or broadcast and ensuring that this is picked up by the
cuttings service. A weekly report will be compiled, based on similar criteria to
the monthly formal analysis, ensuring that any trends in coverage can be
picked up quickly and any gaps closed immediately.

The weekly report will be distributed to the wider Communication and
Engagement Team in order to inform other areas of the work, as well as to
encourage involvement with new features on a regular basis. (See Appendix
3 – sample weekly report)


4. Partnerships

This media policy is inclusive, recognising the need to develop and maintain
strong partnerships with a range of individuals and organisations.

Within the wider Communication and Engagement directorate, the media
team has access to information regarding marketing, campaigns, public
engagement, patient liaison and community groups. Further developing
relationships with these areas will ensure that clear health messages can be
placed in the public domain at the appropriate times, with a range of
communication tools used to complement each other simultaneously.

All other directorates across the four PCTs have key messages that can be
enhanced by placing in the media spotlights. The media team will be pro-
active in developing links across directorates, encouraging engagement with
the media either directly or indirectly.

The local acute trusts are key partners and as the local leader of the NHS,
NHS Tees seeks to build strong relationships with these organisations in

                                                                                77
order to support their work and their own media policies, to present a united
message to the public on key health issues and to represent to the highest
possible standard the face of the NHS locally.

There are many public sector bodies across the region and the media team
will seek to work closely with these where appropriate, in order to ensure
messages about public health are more widely distributed. This includes
projects such as Middlesbrough Healthy Town initiative where there is clear
partnership working but also other situations where there is no direct
programme or sponsorship arrangement but where organisations can benefit
by sending media messages with one voice.

Partnerships with media outlets are crucial and each of the target
organisations will be contacted on a regular basis in order to further develop
relationships and to maintain clear channels that can be used for the
broadcasting of media messages.

The local NHS stands as part of a national organisation and strong links and
partnerships will continue to be developed with health providers in other
regions. Largely this will be undertaken via the Strategic Health Authority to
ensure that information being received is the most up to date possible.


5. Key Media Targets

The primary goal of the media team is to produce public health messages that
reach the public, providing health benefits to individuals and to the wider
community. In order to reach the population covered by the NHS Tees PCT
cluster, the main media outlets will be local and regional television, radio and
newspapers (including the websites of each of these outlets).

In rare circumstances it may be possible and desirable to place health
messages in national publications, such as where a national piece is looking
for a strong local example of excellence in healthcare to include in a wider
piece.

A list of between 45-50 publications and media outlets has been identified as
the key targets for media messages. (See Appendix 4: Key Media Targets)
This is the same list used for the formal media analysis.

Journalists from each of these targets will be encouraged to build strong
relationships with the PCT cluster and the media team will ensure that contact
is maintained on a regular basis with at least one named individual from each
outlet.


6. Summary

It is recognised that the media is a crucial tool in the dissemination of public
health messages and the focus of this media policy will be to engender robust

                                                                             78
relationships with all journalists and media outlets for the wider benefit of the
communities we serve.

This media policy will be reviewed on a regular basis to ensure that it remains
up to date and effective and that it continues to fulfil the need to ensure that
the public receive the very best health advice that can be relied upon to
enhance the quality and length of local lives.




Appendix 1: Media Briefing Sheet




Media Briefing Sheet

                                    TFM
                        ‘Redcar Primary Care Hospital’


                              Mr Any Name
        Capital Investment Manager for NHS Redcar and Cleveland

Date            Thursday 3 December
Time            3pm
Place           Redcar Primary Care Hospital (main entrance)

Reporter        Kelly


                What services will be based on site?

Suggested       What services move in on Friday and when will the hospital
questions       be fully operational?

                What benefits will this new facility bring to Redcar?

                How much more parking will this new site offer compared to
                The Stead?

                                                                              79
Deflectors      If asked how you would justify expenditure on the building we
                suggest the response focuses on the fact this is an
                opportunity for local people to receive high quality healthcare
                over the long-term.

Key words       NHS Redcar and Cleveland                  NHS TEES
Website         www.redcarandcleveland.nhs.uk
Telephone       0800 013 0500
Address         Freepost NEA9906, TS2 1BR




Media Briefing Sheet

                                    TFM
                        ‘Redcar Primary Care Hospital’


                              Mr Any Name
        Capital Investment Manager for NHS Redcar and Cleveland

Date            Thursday December 3
Time            3pm
Place           Redcar Primary Care Hospital (main entrance)

Reporter        Kelly


                What services will be based on site?

Suggested       What services move in on Friday and when will the hospital
questions       be fully operational?

                What benefits will this new facility bring to Redcar?

                How much more parking will this new site offer compared to
                The Stead?


Questions for   What are your favourite memories of The Stead hospital?
listeners

Key words       NHS Redcar and Cleveland                  NHS TEES
Website         www.redcarandcleveland.nhs.uk

                                                                             80
Telephone       0800 013 0500
Address         Freepost NEA9906, Middlesbrough, TS2 1BR



7.2 Appendix 2: Media Training Programme




Communications and Media Training Plan
Initial Ideas (October 2009)

The purpose of a Communications and Media Training Plan is to:

   1. Further professionalize the work of the C&E Directorate
   2. Raise the standard of C&E delivery locally
   3. Gain a reputation internally across the PCT for high quality C&E
      delivery and support
   4. Place the PCT on a higher level within the wider NHS and media in
      terms of quality of activity
   5. Develop closer links between the media and the PCT / healthcare
      agenda
   6. Set the PCT as an enabler of stronger communications with its
      commissioned organisations
   7. Potentially gain national recognition for a high quality and innovated
      programme
   8. To ultimately get public health messages across to the wider
      community on a regular and high quality basis


Any training plan that is implemented needs to be:

   1. Practical – with particular hands on training for those involved in
      dealing with journalists
   2. Available at a range of different levels
   3. Available via a range of different media
   4. Delivered inclusively with the backing of the C&E directorate, the PCT
      and wider NHS
   5. Creative in pushing the boundaries beyond what has traditionally been
      offered
   6. Accountable and monitored, striving for increasingly high standards


Formats for programme delivery:

                                                                               81
   1.   E-learning
   2.   Book
   3.   Website interactivity
   4.   Workshops – including video, sound and print exercises
   5.   Talks and meetings
   6.   Hospital radio and talking books for the blind


Programmes could be available for the following groups:

PCT
       C&E staff
       Chief Executive, Chairs and Board Members
       Directors and Assistant Directors of all directorates
       Key leads on specific projects or pieces of work
       Those involved in commissioning and training provider organisations
       Entire PCT workforce

Acute Trusts and Provider Organisations
    C&E staff who look for a lead in crisis situations
    C&E staff who want to seek additional media coverage

Journalists
    Health correspondents wanting a way in to healthcare issues

Potential staff
    People who are thinking about a career in healthcare C&E


Each of the above would require a separate training programme but a
modular approach would allow for some material to be used across
programmes.



Suggested key features of each programme are outlined on the following
sheet.


Research needs to be undertaken in terms of accreditation and what the
options are for formalising and extending the programme beyond an internal
training tool.




                                                                              82
83
                                           Suggested key features of each programme

             Introducti   Assessme        Key          Key          Key         Key         Key       Evaluatio     Accreditat    On going
                 on          nt         element      element     element 3    element     element         n,           ion        support
                                           1            2                        4           5        feedback
                                                                                                      & support

                              Group      Mystery     Provide     Provide a    Provide a Provide a Develop a                         Ensure a
                           workshop shopping              a       training       training    clear   system of                    programme
                                 to      program     worksho     manual to       session    system    real time                     of annual
                           strengthen      me of     p to help   help staff   aiming to of on-call opportuniti                      refresher
                                the         test        staff    who deal      make all       and       es for                    training and
                           motivation     emails,     identify      with            staff emergen people to                         put main
                           of all staff   letters    potential    external    confident cy media demonstra                          elements
                                for         and        media     organisati     in giving  support     te their                       into an
                          involvemen      phone       stories.   ons know        support      and   skills in all                   induction
PCT: C&E     An             t with the    calls to                 how to        to other   ensure      areas.                    programme
staff        overview of      media.     see how                  motivate    PCT staff        all  Have 1:1s       Accreditati        to be
             the              (Team         staff                 them to         when     relevant  with each      on options    undertaken
             programm      meeting?)     respond                 work with     interview staff are   to identify    need to be       over the
             e, aims                         to                     us in            ed.  comforta   strongest      researche        first 3-6
             and                        potential                 creating       Include   ble with   areas so      d – should       months.
             purposes,                  journalist                positive      taking a       it.       that         this be
             practical                  questions                coverage.     few staff    Include deploymen       within the
             working                          .                               to TV and protected      t when         NHS or
             and not                                                               radio   area on     needed         wider or
             just theory.                                                        studios      the      can be          some
             Outline                                                                 for   website   arranged.       elements
             goal of                                                          experienc       for                   within and
             creating                                                                 e.  immediat                     some
             the best in                                                                  e access.                  external?
PCT: Chief   healthcare     Short talk   1:1 and     Set up a     Start to      Arrange               Create a
executive,   communic        to board      small     range of    use each        training           personalis
chairs and   ation           and key       group      training   identified    sessions             ed support
                                                                                                                                         84
   board                       individuals   training opportun individual at TV and       manual for
 members                            to     sessions, ities for      in real     radio         each
    PCT:                        persuade   aiming to     each     interview   studios     individual,
 Directors                    them of the    identify   form of  situations,  as well      updated
  and Ass.                       need for   who the     media,   accompan         as       monthly,
Directors of                      media        most     delivere ying each    inviting      with key
      all                        training  appropria d either      one and   journalist     lines to
directorates                      and to   te spokes in small       giving   s from all     take, a
 PCT: Key                     demonstrat      people    groups constructiv media in        record of
   project                        e what    could be       or          e          to      where they
    leads                       would be       for all individua feedback. participat     have been
                                achieved   situations      lly                   e in     interviewe
                                  with it.                                     giving         d and
                                                                              training     personal
                                                                                              plans
   PCT:                         Meeting    Propose       1:1 or   Consider Identify a                                   Bring the
Commissio                          with    that prior     small    ways to    small                                   SHA media
 ners and                     Commissio       to an      group      link up  number                     Accreditati     analysis
trainers of                   ning team organisati training      C&E staff      of                      on options     results to
 provider                      to identify on being        with         in  commissi                    need to be         the
organisatio                     how they   taken on       each   commissio oner staff                   researche     attention of
     ns        An                assess        as a   commiss         ned   who can                     d – should         the
               overview of    C&E ability provider       ioned   organisati work with                     this be     commissio
               the                  of      they are organisa     ons with  C&E staff                   within the         ned
               programm       commissio required       tion just C&E staff      to                        NHS or      organisatio
               e, aims             ned          to      prior to  at PCT in regularly                     wider or       ns on a
               and            organisatio undertak       being     order to  provide                       some          regular
               purposes,         ns and      e an e-  commiss generate a talks and                       elements       basis by
               practical         agree a    learning    ioned.         set  workshop                    within and       way of
               working        developme program        Include number of s as part                         some       encourage
               and not           nt plan   me that is informati     media     of the                     external?      ment to
               just theory.                available on in the     stories   ongoing                                   contribute
               Outline                      via NHS      toolkit      each  monitorin                                 to on going
               goal of                        Tees               month. (Is      g                                     increases
                                                                                                                             85
             creating                    website                     there a      process.                    in quality
             the best in                                             way of                                      and
             healthcare                                              making                                  quantity of
             communic                                             this part of                               coverage.
             ation                                                     the
                                                                  commissio
                                                                       ning
                                                                   process?)
Entire PCT                 Demonstra     Provide a    Reinforc       Offer a       Set up a                     Regular
workforce                       te to        basic       e the      range of      shadowin                   programme
                           workforce       training       key       practical           g                           of
                           that there     program     messag      workshops        program                    workshops
                              can be         me –        es in    for all staff     me that                   throughout
                           situations     focusing    Up2Spe      to opt in to       offers                    the year,
                           where they     on what      ed and     throughout      staff from                    ongoing
                               will be      to look      other     the year.        around                   involvemen
                            involved        out for    internal                    the PCT                         t in
                             with the    and what     commun                      a chance                     induction
                               media     not to do    ications                         to                    programme
                               even       – on the       on a                      shadow                      s, regular
                             without      intranet.    regular                    C&E staff    Accreditati   updates via
                           knowing it      Make it      basis                       to build   on options    the intranet
                                (e.g.       part of                               bridges &    need to be        and in
                            filming in   induction                                     to      researche      Up2Speed
             An               the car     program                                 encourag     d – should      and other
             overview of       park).         me                                  e them to      this be      publication
             the             Internal                                               identify   within the           s.
             programm          email                                                 good        NHS or
             e, aims       promoting                                                 news        wider or
             and             training                                               stories.      some
             purposes,     opportuniti                                                          elements
             practical           es                                                            within and
C&E staff in working       Via email,     Host a      Create a      Mystery                       some       Establish
 provider    and not         working     practical    training     shopping                     external?    an annual
                                                                                                                    86
organisatio    just theory.     with the    workshop opportun programm                        communica
ns dealing     Outline        commissio looking at          ity     e of test                      tions
 with crisis   goal of         ning team     how we     utilising   emails,                   conference
 situations    creating           and a     can more        e-    letters and                   for C&E
C&E staff in   the best in      range of    effectivel learning,     phone                     and other
  provider     healthcare     engageme y use the         toolkit,   calls to                    key staff
organisatio    communic        nt activity, media for website      see how                     from both
ns seeking     ation          communic       positive     and a       staff                     the PCT
   media                      ate support coverage       face to respond to                    and acute
 coverage                       from the       and         face    potential                      trusts
                                 PCT in      mitigate worksho journalist                       across the
                                terms of    disasters        p    questions.                  region with
                                 training    in crisis involving                              workshops
                              and help to     mode.    journalist                             to brush up
                               get good                   s and                                their skills
                                   news                healthca
                              stories out.                  re
                                                        professi
                                                          onals
  Health                         Identify       In
correspond                        health     addition
   ents                       correspond      to the
                               ents from workshop
                              all forms of , provide
                                media –          a
                                   local,   package                             Accreditati
                                regional        of                               on could
                                    and      material                             be via
                                national      (DVD                                online
                               who want      training                            colleges
                                 greater     on what                             such as
                               access to      sort of                           Stonebridg
                                  health    questions                                e
                              profession not to ask                             Associated
                                                                                                     87
                     als;      a        Colleges
                including  healthcar
                   newly       e        (http://ww
              appointed professio      w.stonebri
                staff and  nal, plus   dge.uk.co
             invite them    written    m/det/602/
             for a day of material     Press%2C
             workshops       with      +Publicity+
                     and    health     and+Profil
              interactive organisati   e+Raising)
                  training   onal
                            charts,    See above
                             key         as an
                           contacts     example
                             etc)
 Potential      Create a
healthcare    dedicated
C&E staff         training
              programm
                    e for
                  people
                 who are
               looking to
                  work in
                C&E in a
              healthcare
                  setting.
                 Using e-
                 learning
                   via the
              website or
                 external
                 sources

                                                     88
89
Where to start

There is the potential for a very large, wide-ranging training programme but to maximise the opportunities that are already available
the following could be put in place over the next few weeks:


   1. A 20-30 minute training programme for PCT C&E staff as part of (or following) the next team meeting. Practical and fun
      exercises but with the aim of helping the team to view media in a different way and to increase the commitment of all
      towards finding and utilising the opportunities.

   2. Identify a small group of key people from within the PCT who could be trained into becoming spokespeople for key issues.
      (Option of including staff from acute trusts etc to meet the WCC competencies).

   3. Set up 3 x half day workshops – one run by C&E to healthcare individuals identified above demonstrating the need for
      spokespeople, the pitfalls, what to be on their guard for in the second workshop and the ways to counter problems. The
      second in conjunction with BBC Television run at the studio to help people become familiar with the way journalists and
      studios work. Thirdly, a follow-up session at the PCT to which journalists are invited from all media to meet healthcare
      professionals and to look at ways of working more effectively together.

   4. Set up on the intranet a training opportunity via e-learning to all staff on dealing with the media and how to identify good staff
      within each team to be involved in future interviews etc.

   5. Working with commissioning, establish a training programme for commissioned organisations to demonstrate a level of
      competency in media handling, as well as how the complaint and PALS systems work, that can gradually become part of the
      requirement for new provider organisations.




                                                                                                                                      90
7.3 Appendix 3 – Weekly Media Briefing




Media Briefing
Week ending: 27 December 2009

   Date         Media Outlet        NHS                         Story                Press     Photo   Word    Quote
                                 Organisation                                       Release/           Count
                                                                                      pro
                                                                                     active
                                                                                     work
 21 Dec      Investwirral.com   NHS                                                   No        No      355     No
 2009                           Middlesbrough/N   ICE opens third regional office



                                                                                                                     91
                             HS Stockton       this year: Marketing and social
                                               change specialists open permanent
                                               base in the North East.
21 Dec   Radio Hartlepool    NHS Hartlepool                                              Yes   N/A   N/A    N/A
2009
22 Dec   Herald & Post       NHS Tees          With a little help: Patients across       Yes   Yes   319    Yes
2009     Stockton &                            Teesside are being urged to share
         Billingham                            their views on local NHS services.
22 Dec   Publictenders.net   NHS               Tender: Psychiatric hospital services     No    No    2866   No
2009                         Middlesbrough
22 Dec   Publictenders.net   NHS Hartlepool    Tender: Psychiatric hospital services     No    No    2866   No
2009
22 Dec   Publictenders.net   NHS Stockton      Tender: Psychiatric hospital services     No    No    2866   No
2009
22 Dec   Publictenders.net   NHS Redcar &      Tender: Psychiatric hospital services     No    No    2866   No
2009                         Cleveland
22 Dec   BBC.co.uk           NHS               Link to                                   Yes   No    290    No
2009                         Middlesbrough     www.middlesbrough.nhs.uk for
                                               the pharmacy opening times.
23 Dec   PublicTenders.net   NHS               Contract award: Middlesbrough:            No    No    383    No
2009                         Middlesbrough     medical practice and related
                                               services
23 Dec   Evening Gazette     NHS Stockton      Stockton man speaks of alcoholic          No    Yes   633    Yes
2009                                           past: Stockton man who lost
                                               everything through drinking.
23 Dec   Evening Gazette     NHS               Son’s poignant words to mum               Yes   Yes   797    Yes
2009                         Middlesbrough/R   after 13 years of silence: For 13
                             edcar &           years Jamie has lived in his own little
                             Cleveland/Tees    world and unable to speak.
23 Dec   Evening Gazette     NHS Tees          TFM Radio’s Wayne Allen helps             Yes   Yes   390    Yes
2009                                           launch NHS Tees Time to Change



                                                                                                                  92
                                                  mental health awareness
                                                  campaign.
23 Dec   Gazettelive.co.uk      NHS Stockton      Stockton man speaks of alcoholic          No    Yes   633   Yes
2009                                              past: Stockton man who lost
                                                  everything through drinking.
23 Dec   Gazettelive.co.uk      NHS               Son’s poignant words to mum               Yes   Yes   797   Yes
2009                            Middlesbrough/R   after 13 years of silence: For 13
                                edcar &           years Jamie has lived in his own little
                                Cleveland/Tees    world and unable to speak.
23 Dec   TS9.Gazettelive.co.u   NHS               Son’s poignant words to mum               Yes   Yes   797   Yes
2009     k                      Middlesbrough/R   after 13 years of silence: For 13
                                edcar &           years Jamie has lived in his own little
                                Cleveland/Tees    world and unable to speak.
23 Dec   Gazettelive.co.uk      NHS Tees          TFM Radio’s Wayne Allen helps             Yes   Yes   390   Yes
2009                                              launch NHS Tees Time to Change
                                                  mental health awareness
                                                  campaign.
23 Dec   TS9.Gazettelive.co.u   NHS Tees          TFM Radio’s Wayne Allen helps             Yes   Yes   390   Yes
2009     k                                        launch NHS Tees Time to Change
                                                  mental health awareness
                                                  campaign.
23 Dec   Gazettelive.co.uk      NHS Tees          Middlesbrough hospital to close           Yes   No    142   No
2009                                              for maintenance: A Teesside
                                                  hospital is to close temporarily in the
                                                  New Year for urgent repair work.
23 Dec   Peterleemail.co.uk     NHS Hartlepool    Keep in touch with loved ones: A          Yes   Yes   315   Yes
2009                                              new website service has been
                                                  created to help people keep in touch
                                                  with loved ones while they are in
                                                  hospital.
24 Dec   PublicTenders.net      NHS Redcar &      Contract award: Guisborough:              No    No    372   No
2009                            Cleveland         medical practice and related



                                                                                                                    93
                                                  services
24 Dec   TS23Gazettelive.co.    NHS               Jamie’s gift of speech: For 13            Yes   Yes   797   Yes
2009     uk                     Middlesbrough/R   years Jamie has lived in his own little
                                edcar &           world and unable to speak.
                                Cleveland/Tees
24 Dec   BBC Radio Tees         NHS               Graham Hunter ECP talking about           Yes   N/A   N/A   N/A
2009                            Middlesbrough/R   working over the Christmas
                                edcar &           period.
                                Cleveland
25 Dec   TS8.gazettelive.co.u   NHS Tees          Time to Change: A year-long               Yes   No    311   Yes
2009     k                                        campaign to tackle the stigma
                                                  associated with mental health
                                                  problems has been launched on
                                                  Teesside.
26 Dec   Hartlepoolmail.co.uk   NHS Hartlepool    Time to Change: Health bosses in          Yes   No    251   Yes
2009                                              Hartlepool have launched a
                                                  campaign to reduce the stigma
                                                  surrounding mental health problems.
26 Dec   Peterleemail.co.uk     NHS Hartlepool    Time to Change: Health bosses in          Yes   No    263   Yes
2009                                              Hartlepool have launched a
                                                  campaign to reduce the stigma
                                                  surrounding mental health problems.
26 Dec   Hartlepool Mail        NHS Hartlepool    Tackling mental health stigma:            Yes   No    266   Yes
2009                                              Health bosses in Hartlepool have
                                                  launched a campaign to reduce the
                                                  stigma surrounding mental health
                                                  problems.




Summary Box


                                                                                                                    94
Total number of   Number of press      Number of press       Average Word
    features      articles including   articles including   Count per article
                    photographs              quotes
      26                  11                   15                 783


Share of media coverage between 4 PCTs
                                                                                 Middlesbrough

                                                                                 Redcar and
                                                                                 Cleveland
                                                                                 Stockton

                                                                                 Hartlepool




Number of Print or Broadcast Items                                        120
                                                                          100
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Current and forthcoming issues, themes and campaigns



             Week commencing 21st December                                Longer term heads up

Just Visiting                                          February 2010 - Article in Men’s Health
Hemlington Surgery opens                               Clinical Budgets Pilot (South) – start next few weeks
Mental Health campaign launched                        Integrated Sexual Health Services – new service commissioned
                                                       announcement mid November, with service commencement Dec
                                                       09 – Summer 2010
Quit smoking for 2010                                  NHS Summary Care records launch event Dec 09,
                                                       commencement Summer 2010
Consent cards promotion                                Maternity Services (tbc)
Autism funding                                         Clarence Street – open event early 2010
Christmas Heroes                                       Eston surgery mergers
Life Store end of year Figures                         District nursing report
Carter Bequest move                                    Mixed sex wards
PCT runners – NHS Tees Challenge                       Time 2 Talk




                                                                                                                96
       PALS, Complaints, SHA and MP Briefings

       Week Commencing: 21 Dec 09

                     21 Dec – 3 Signposting Information Queries
PALS                             1 – Further information requested on how to obtain more care at
                                    home for a patient
                                 1 – Client had received call from someone who claimed to be
                                    from the NHS but client unsure
                                 1 – Information required on how to transfer patient from JCUH
                                    to Stead

                     21 Dec – 3 Concerns
                                 1 – Issues regarding North Tees and Hartlepool Hospitals
                                 1 – Issues regarding information given by GP
                                 1 – Issues with dental treatment received

                     22 Dec – 4 Signposting Information Queries
                                 2 – dental appointments
                                 1 – access to emergency dentist
                                 1 – issues with the new practice at Stead



                                                                                                    97
               23 Dec – 3 Signposting Information Queries
                           1 – Missing mental health patient
                           2 – access to Emergency Dental appointment




Complaints


SHA Requests

               23 Dec – 1 LINk Enquiry
MP Briefings                Request for leaflets




                                                                         98
7.4 Appendix 4 - Key Media Targets

The following are the key media targets as agreed with the Strategic Health Authority.

Hartlepool Mail
Middlesbrough Evening Gazette
The Northern Echo (Darlington/South
Durham
The Northern Echo (South west Durham)
East Cleveland Herald and Post
Middlesbrough Herald and Post
Stockton and Billingham Herald and Post
Hartlepool Star

Sunday Sun
Darlington and Stockton Times

National specialist publications
BMA News
GP
Health Director
Health Service Journal
Hospital Doctor
Nursing Standard
Nursing Times
Pulse

National dailies
The Times
Daily Telegraph


                                                                                         99
The Guardian
The Independent
Daily Express
The Sun
Daily Mirror
Daily Mail

Radio stations
100-102 Century FM
96.6 TFM
Alpha 103.2
BBC Radio Tees
Galaxy FM
Lionheart Radio
Magic 1152 AM
Magic 1170
Metro Radio
Radio Hartlepool
Smooth FM
Middlesbrough Community Radio

Television programmes
BBC (north east) - in particular Look North and The
Politics Show
ITV1 (Tyne Tees) Television - in particular North
East Tonight

Online news source
darlingtonandstocktontimes.co.uk
gazettelive.co.uk


                                                      100
newsguardian.co.uk
peterleemail.co.uk
sundaysun.co.uk




                     101
       Appendix v



Crisis Communications Plan




                             102
                             Tees




Crisis Communications Plan




Refreshed December 2009




                              103
Crisis Communications Plan


1    Introduction

2    What is a media crisis?

3    The Plan




                               104
1.   Introduction

     The aim of this plan is to ensure that if an emergency or crisis arises NHS
     Tees can swiftly and efficiently deal with the subsequent media interest.

     Copies of this plan should be held by all senior manager on-call and
     directors.

     In any dealings with the media during an emergency or crisis, NHS Tees will
     operate within the context of Teeswide emergency protocols and liaise
     accordingly with other organisations.


2.   What is a media crisis?

     A media crisis is any incident, event or issue that is likely to attract high
     profile media interest or be of public concern.

     Examples are:

        the death or injury of someone at the hands of a patient or member of
         staff
        major fire, explosion, aircraft or train crash
        an outbreak of a potentially dangerous disease
        a senior manager or GP accused of serious untoward activity.



3.   The Plan

     This is an Action Checklist for the communications team (during office hours
     and when on call) and for information for on call managers and directors (out
     of hours).

     These actions are to support crisis management in relation to the NHS
     Tees. Further information on handling crises and incidents is given in:

        Cleveland Media Emergency Forum Communications Strategy
        Tees Health Influenza Pandemic Steering Group Communications
         Plan


        On learning of situation: If out of hours, make immediate contact with
         the on-call manager or director to find out the basic facts. During normal
         working hours contact the appropriate manager. Assume responsibility
         for the communications plan.




                                                                                     105
   Telephone: Make sure NHS Tees switchboards, North Tees and
    Hartlepool NHS Foundation Trust and South Tees Hospital NHS Trust
    are informed and will handle media enquiries appropriately if in office
    hours. Calls from the media should be passed to the Communications
    Team if in office hours on 01642 353544 or 01642 352804. If necessary,
    activate a dedicated telephone helpline.

   Incident control team: If a major incident is declared, provide input to
    the incident control team.

   Media: If journalists are on site, set up and direct them to a designated
    media room at the incident control centre. Introduce yourself as the
    press manager – the person for all media enquiries. Let journalists know
    when a statement will be made. This must be within one hour of the
    media room being opened.

   Prepare answers to likely questions form the media and draft a press
    statement to cover:

    o What has happened?
    o When did it happen?
    o Why did it happen?
    o What is being done?
    o How many people are affected?
    o When it was reported and by whom
    o Whether PCT()s) can say who is affected (due to confidentially)
    o An appropriate quote from relevant person to indicate concern,
      sympathy, reassurance
    o Which other agencies/organisations might be involved.


   Issue the press statement or prepare a reactive statement to sue in
    readiness for press enquiries. Press statement to be cleared by a
    director. Call a press conference if appropriate using Boardroom at
    relevant Headquarters. If this is an ongoing incident, let the media know
    when the next statement will be available.

   Provide the media with the telephone number of the relevant Helpline for
    patients / relatives / those affected, letting them know the opening hours
    of the helpline.

   Photos: Arrange, if appropriate, for photos / filming. If patients of service
    users are involved, ensure their written consent using the consent form.

   Staff: Assess the urgency of informing our own staff and provider staff
    and act accordingly, either by informing staff in person or distributing a
    statement electronically – this could be a global email or target to
    managers.



                                                                             106
   Strategic Health Authority: if the crisis is attracting multi-media
    interest, advise and seek support from North East Strategic Health
    Authority communications team. The number for emergencies and all
    out of hours contact is provided on the SHA’s On Call Rota.

   Other agencies: Make contact with the communications leads from
    other agencies involved and determine any media action. Agree
    statement and course of action.

   Inform others as appropriate e.g. Chief Executives        of   other
    organisations, Non-Executive Directors, MPs, GPs.




                                                                    107
Appendix 1 - Action Sheet


Anticipate

            Staff to provide early warning
            You cannot manage a crisis on your own.

Manage

            Ensure press enquiries channelled to one person.
            Agree one principal spokesperson, media trained

Assess

            Deploy responsible member of staff to take press messages and
             promise to call back.
            Take time out to assess situation and plan approach.
            Meet with crisis team
            Establish what has happened.
            Consider what press might say/ask.
            Inform others – Board, Health Authority, National Patient Safety
             Agency
            Deploy member of staff to supply coffee/sandwiches/phone
             messages/typing and faxing assistance.
            Agree press statement, to include: Reassurance, Action, Context

Respond

            Return all press calls.
            "No comment" will not do.
            Use agreed spokesperson/statement only.
            If interest justifies it, consider press conference to provide all interviews
             etc, at once.

Keep In Touch

            Log all press calls/responses.
            Monitor press/crisis developments.
            Issue further statements if necessary.

Review and Evaluate

            Debrief and feedback session with all staff involved.
            Consider issuing closing, positive press statement.
            Monitor media coverage



                                                                                      108
       Appendix vi

Implementation Plan 2009/10




                              109
110
111
112
113
114
115
Appendix vii: Summary of Engagement and Consultation legislation


     The key piece of legislation in relation to engagement and consultation are:

        Section 242 of NHS Act 2006
        Section 234 of the Local Government and Health Act 2007
        Section 244 of NHS Act 2006
        Sections 221, 224 and 225 of the Local Government and Public
         Involvement in Health Act 2007
        The National Health Service (Complaints) Regulation 2004 and
         Amendment Regulation 2006

     Section 242 (S242) of the National Health Services Act 2006.

     This replaces Section 11 of Health and Social Care Act 2001. It applies in
     England to strategic health authorities; primary care trusts; NHS trusts and
     NHS foundation trusts. These NHS organisations are required to make
     arrangements to involve and consult patients and the public in:

        planning the provision of services;
        the development and consideration of proposals for changes in the way
         those services are provided, and
        decisions to be made by the NHS organisation affecting the operation of
         services

     This duty applies if implementation of the proposal, or any decision (if made),
     would have an impact on:

        the manner in which those services are delivered to users of those
         services, or
        the range of health services available to those users.

     Section 234 (S234) of The Local Government and Public Involvement in
     Health Act 2007

     This enhances and clarifies S242 and places a new duty on strategic health
     authorities and primary care trusts to report on consultation (S234). They
     must (at times directed by the Secretary of State for Health) prepare a report;

        on the consultation carried out, or proposed to be carried out, before it
         makes commissioning decisions, and
        on the influence that the results of the consultation have had on its
         commissioning decisions.

     Section 244 (S244) of the National Health services Act 2006

     This replaces Section 7 of the Health and Social Care Act 2001. S244
     requires NHS organisations to consult relevant overview and scrutiny

                                                                                116
committees on any proposals for substantial variations or developments of
health services. This is in addition to the duty of involvement and consultation
as outlined in section 242.

A substantial variation is not defined in Regulations. Section 244 applies to
any proposal where there is a major change to services experienced by
patients. Proposals may range from changes that affect a small group of
people within a small geographical area, for example changes to the times of
services in a health centre, to major reconfigurations of specialist services
affecting large numbers of patients across a wide area.

Proposals for changes to services or new developments should be
considered at an early stage, to identify whether proposals are substantial
and to gain agreement on consultation.

A number of circumstances are exempt from the requirement for NHS
organisations to consult overview and scrutiny:

   Any proposal to establish or dissolve an NHS trust or PCT unless
    dissolution represents a substantial variation or development to the
    services that will be delivered in the future.
   Pilot schemes within the meaning of the National Health Service (Primary
    Care) Act 1997
   When an NHS body believes a decision has been taken on an issue
    immediately due to a risk to the safety or welfare of patients or staff.

Section 221, 224, 225 of Local Government and Public Involvement in Health
Act 2007

Section 221 (S221) makes provision for the establishment of Local
involvement Networks, which replace patient forums which were abolished as
of 31 March 2008. Local Involvement networks role is:

   promoting, and supporting, the involvement of people in the
    commissioning, provision and scrutiny of local care services;
   enabling people to monitor for the purposes of their consideration of
    matters, and to review for those purposes, the commissioning and
    provision of local care services;
   obtaining the views of people about their needs for, and their experiences
    of, local care services; and
   making views known, through the production of reports and
    recommendations about how local care services could or ought to be
    improved, to persons responsible for commissioning, providing, managing
    or scrutinising local care services.

Section 224 (S224) gives a duty to services-providers to respond to local
involvement networks:

   in responding to requests for information made to the services provider by
    a local involvement network;

                                                                            117
   in dealing with reports or recommendations made to the services-provider
    by a local involvement network; or
   in dealing with reports or recommendations which, in accordance with any
    requirement imposed in regulations under paragraph (b), have been
    referred to the services-provider by another services-provider.

Section 225 (S225) gives a duty to services-providers to allow entry to
authorised representatives of local involvement networks to enter and view,
and observe the carrying-on of activities on, premises owned or controlled by
the services-provider.

The National Health Service (Complaints) Regulation 2004 and Amendment
Regulation 2006


Each NHS body must make arrangements in accordance with these
Regulations for the handling and consideration of complaints.

The arrangements must be accessible and such as to ensure that complaints
are dealt with speedily and efficiently, and that complainants are treated
courteously and sympathetically and as far as possible involved in decisions
about how their complaints are handled and considered.

The arrangements must be in writing and a copy must be given, free of
charge, to any person who makes a request for one.

Where an NHS trust or a Primary Care Trust makes arrangements for the
provision of services with an independent provider, it must ensure that the
independent provider has in place arrangements for the handling and
consideration of complaints about any matter connected with its provision of
services as if these Regulations applied to it.




                                                                         118

						
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