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Facilitator Handbook 2005 - PRIMIS

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Training Needs Assessment and Scheme Management<br />

<strong>PRIMIS</strong> <strong>Facilitator</strong> <strong>Handbook</strong><br />

Training Needs Assessment and Scheme Management<br />

Background<br />

There are many factors that determine how successful a project is in meeting its objectives.<br />

Setting up a project to improve information management skills and data quality in primary care<br />

is no easy task. Many of the existing <strong>PRIMIS</strong> schemes have taken different approaches to their<br />

scheme management. For example, in Cambridgeshire the emphasis was put on:<br />

• having a clear vision of what was<br />

expected from the initiative<br />

• recruiting the right people<br />

• management support<br />

• clinical ownership<br />

Management support, recruiting the right people,<br />

having clear objectives and a detailed activity<br />

plan are common themes across many schemes.<br />

"The whole emphasis has been on<br />

actually setting up the process and<br />

making sure that there is ownership of the<br />

problems within the practice. We need to<br />

put in place a process that keeps it going<br />

when we walk away as facilitators."<br />

Cambridgeshire <strong>PRIMIS</strong><br />

The aim of this training module is to provide guidance on project management, obtaining<br />

resources and equipment, networking within organisations, and recruiting and carrying out<br />

baseline assessments with practices, including issues of security and confidentiality.<br />

<strong>Facilitator</strong>s are also provided with an awareness of the MIQUEST process, an understanding<br />

of issues surrounding data confidentiality, and an understanding of how to construct an action<br />

plan. The training includes the development of an individual action plan for the first few months<br />

of the facilitator’s work, based on their own training needs. Also covered are the skills and<br />

techniques required for the facilitator to assess the information training needs of the practices<br />

that they will be supporting.<br />

The Training<br />

The training takes place over a half or full day, and is run on an individual scheme basis. The<br />

training session starts with the facilitator completing a Training Needs Assessment (TNA) to<br />

enable the Learning Consultant to tailor the <strong>PRIMIS</strong> training package to their individual needs.<br />

The exact format of the training will then depend on the previous experience of the facilitator<br />

and the current status of the project, but is likely to include discussion around some or all of<br />

the following topics:<br />

• reasons for setting up a data quality improvement scheme<br />

• how a data quality improvement scheme is organised<br />

• managing the scheme and maintaining enthusiasm<br />

• the role of the local project board and who should be involved<br />

• information governance issues<br />

• the role of the facilitator<br />

• recruiting practices<br />

<strong>PRIMIS</strong> 17

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