Tools and Resources
There are lots of change methodologies to choose from to help you undertake your workforce transformation. These are some of the change tools, methodologies and training that have been tried and tested by us which we think you may find useful when undertaking your workforce transformation. We’ve brought them together into a Toolkit that you can download and use with your team. Here, you can find information about tools and training that will support your workforce transformation project by teaching you the skills you need to investigate your problem, discover a solution, and design and plan the transformation.
You will also find details on free online learning in workforce and behaviour transformation. You and your team can access this to help equip the whole team with the skills to create sustainable change. To access some of these courses, you will need to open an account with e-learning for health www.e-lfh.org.
The Workforce Challenge Hub brings together a range of stories and learning from health and social care colleagues. Our collection of case studies are from teams across the care system, from primary health to acute care, mental health, social care; and range from small team changes to whole system programmes of change.
These are stories of lived experience of workforce transformation, your colleagues achievements; how they did it, and describe the impact the changes have had on team members working lives; and ultimately, patient care. You can find more case studies in the HEE Roles Explorer at Future NHS
You can find a wide range of valuable materials on the Workforce Optimisation Network page. This platform offers a variety of resources, including guidance documents, toolkits, best practices, and peer support opportunities. These materials are designed to help you enhance workforce availability, drive digital transformation, support workforce redesign and skill mix, and improve the flow of care through system-engineered pathways. Explore these resources to support workforce growth, optimize workforce performance, and implement innovative approaches within your organization.
Do you have a transformation story about your workforce transformation that you’d like to share with other colleagues? Have you changed how some of your team work? Please send us details on contact us and we’ll share your story with others.
Below are links to various workforce-related case studies that highlight the experiences and strategies of different NHS organisations.
| Source | Description | National/Regional | Website Link |
|---|---|---|---|
| NHS England | Explore national mental health case studies that showcase best practices and innovative approaches within the NHS. | National | NHS England » Mental health case studies |
| NHS Workforce Alliance | Since 2019, the NHS Workforce Alliance, a collaboration between the Crown Commercial Service and NHS Procurement, offers frameworks for clinical and non-clinical staffing, international recruitment, and workforce improvement services. Discover how NHS organisations have benefited from these frameworks through detailed case studies. | National | Case Studies | NHS Workforce Alliance |
| Future NHS | FutureNHS provides a secure collaboration platform for health and care organisations. Access case studies that highlight successful partnerships and collaborative initiatives. | National | List Case Studies – FutureNHS Collaboration Platform |
| National CLEAR Faculty | CLEAR is an innovative learning programme for clinicians, integrating data science, transformation, and leadership skills through live NHS redesign projects. Learn more about the impact of CLEAR through various case studies. | National | Case studies – CLEAR (clearprogramme.org.uk) |
| The Calderdale Framework | The Calderdale Framework offers evidence-based methods for workforce transformation. Review regional case studies that demonstrate its effectiveness. | Regional | Research, case studies and posters – the Calderdale Framework |
| NHS Employers | Discover how NHS organisations tackle key workforce challenges including staff experience, engagement, recruitment, and retention through regional and national case studies. | Both | Search | NHS Employers |
| Humber and North Yorkshire Health and Care Partnership | This regional hub provides workforce training and development support for local practices. Explore case studies on initiatives coordinated on behalf of Health Education England and NHS England. | Regional | Primary Care Workforce Development – Humber and North Yorkshire Health and Care Partnership |
| Arden & GEM | Arden & GEM CSU supports NHS commissioners and providers in delivering effective healthcare services. Access case studies that highlight their strategic impact. | National | NHS & Healthcare Case Studies, CSU Case Studies – NHS Arden & GEM CSU (ardengemcsu.nhs.uk) |
| Nuffield Trust | Review a comprehensive document of case studies focused on reshaping the NHS workforce to better meet patient needs, in collaboration with NHS Employers. | National | reshaping-the-workforce-case-studies-appendix-web-final.pdf (nuffieldtrust.org.uk) |
The Workforce Transformation Toolkit has been designed to bring you the key information you will need when you are considering undertaking any workforce transformation. It can help you clarify what transformation method may be most appropriate for your challenge and link you to this.
Download our Workforce Hub Toolkit
We have collated a range of transformation skills training opportunities for you to help you lead your transformation with confidence. From self-taught, e-learning modules to whole-team approaches that will equip you with the skills tackle the design, planning and delivery of your project.
HEE Star
The HEE Star model has been designed by NHS England workforce transformation specialists to support healthcare teams to diagnose, plan and implement workforce challenges and solutions. The Model helps you understand your workforce requirements, and provides you with a range of solutions to meet your needs.
The process takes you through the transformation process step by step to help identify solutions to your skill mix challenges. There may be HEE Star Practitioners in your organisation and we can put you in touch with them to help you facilitate your diagnostic workshops. You can find more information about the HEE Star.
CLEAR
The Clinically-Led WorkforcE & Activity Redesign programme is an MDT based intensive approach to designing and owning your own solutions to your workforce challenges.
The programme, designed by clinicians, focuses on the sustainability of teams shaping and implementing their own workforce solutions. It’s an intensive whole-team work based learning programme, that gives teams the skills and ability to analyse and understand their own data and to then design their own new models of care.
The CLEAR team and the NHSE Transformation Team will join your teams to take a deep dive into your services, understand your issues and your performance, and work with you to do devise a range of solutions that you will then implement. You can find further information about how a CLEAR programme can help with your workforce transformation on the CLEAR website.
Calderdale Framework
The Calderdale Framework is a team-based workforce redesign process. It’s clinician-led, with a focus on improving how healthcare teams deliver patient-centred care through reviews of skill mix, and the development of new roles and new ways of working. This methodology brings together all the members of the team to improve services for patients.
Find more information on the framework.
HEE Star Roles
The HEE Star Roles explorer is for anyone who is leading workforce redesign in the NHS and social care. It provides you with a range of descriptions of new roles and their function. When you’re reviewing your skill mix; develop and extend roles, you can find inspiration and advice to help you review .
You can explore the capabilities, training requirements and career frameworks for the different roles you are considering and find new roles that you may not have encountered. The roles library is hosted on FutureNHS website, you will need to apply for free membership before you can access it.
6 Step Model for Workforce Planning
The 6 Step Model for Workforce Planning is a tool that is widely used in planning for health and social care services. The programme is made up of six steps which will guide you and your team through the principles and activities of planning.
You can access free training in how to use this tool online. It is aimed at everyone engaged in service redesign, restructure and reorganisation.
Multi-Disciplinary (MDT) Toolkit
This is a step-by-step guide to help progress a ‘one workforce’ approach across health and social care organisations and Integrated Care Systems.
The toolkit is framed around six enablers of MDT working and focuses on the planning and design of the transformation, the culture of the team, its shared goals and objectives, and how to work and communicate successfully across boundaries.
This toolkit complements other transformation tools, and it’s aimed at those who are working in collaboration with other teams, and across boundaries with other organisations in their system.
COM-B Model
The COM-B model for behaviour change helps to identify what needs to change in order for a behaviour change intervention to be successful. The model focuses on three key components for successful change; Capability, Opportunity, Motivation. These factors govern the psychological and physical drivers of change and the external factors that make behaviour change possible. You can learn more about how to use this tool in the e-learning package. There’s more information on the COM-B model on the HEE website.
Behaviour Change Development Framework
This tool helps you and your team understand some of the behaviours that can impact and prevent successful and sustained change from taking place. You can use it to inform your own behaviour challenges, but it can also be used by workforce leaders for teams and system changes. The framework includes resources to help you start planning change; to understand behaviours and to delivery and embed change.
This workspace is open to anyone interested in service change and reconfiguration. The workspace is hosted on NHS Futures and contains guidance, research, reports, and good practice for teams undertaking large scale reconfigurations in the NHS, An interactive handbook for systems working on service change, taking readers through the fundamentals of the service change process is also provided.
Service Change and Reconfiguration – Integrated Care (future.nhs.uk)
eWIN is the NHS Workforce Information Network designed to enable improvements in workforce development, efficiency and productivity. eWIN provides a central place to share and access valuable workforce information, best practice, case studies and resources.
The optimisation resource pack is a comprehensive collection of links to resources for workforce improvement.