Planning and organisational skills

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This factor measures the planning and organisational skills required to fulfil the job responsibilities satisfactorily. It takes account of the skills required for activities such as planning or organising clinical or non-clinical services, departments, rotas, meetings, conferences and for strategic planning. It also takes account of the complexity and degree of uncertainty involved in these activities.

Skills required for:

Level 1: Organises own day-to-day work tasks or activities.
Level 2: Planning and organisation of straightforward tasks, activities or programmes, some of which may be ongoing.
Level 3: Planning and organisation of a number of complex activities or programmes, which require the formulation and adjustment of plans.
Level 4: Planning and organisation of a broad range of complex activities or programmes, some of which are ongoing, which require the formulation and adjustment of plans or strategies.
Level 5: Formulating long-term, strategic plans, which involve uncertainty and which may impact across the whole organisation.
Definitions and notes: 

Straightforward tasks, activities or programmes (level 2) means several tasks, activities or programmes, which are individually uncomplicated such as arranging meetings for others.

Planning and organisation (level 2) includes planning and organising time/activities for staff, patients or clients where there is a need to make short-term adjustments to plans for example planning non-complex staff rotas, clinics or parent-craft classes, allocating work to staff, planning individual patient/client care, ensuring that accounts are prepared for statutory deadlines, planning administrative work around committee meeting cycles.

Planning and organisation of a number of complex activities (level 3) includes complex staff or work planning, where there is a need to allocate and re-allocate tasks, situations or staff on a daily basis to meet organisational requirements. It also includes the skills required for co-coordinating activities with other professionals and agencies, for example where the jobholder is the main person organising case conferences or discharge planning where a substantial amount of detailed planning is required. These typically involve a wide range of other professionals or agencies. The jobholder must be in a position to initiate the plan or coordinate the area of activity. Participating in such activities does not require planning and organisational skills at this level.

Complex (levels 3 and 4) means complicated and made up of several components, which may be conflicting.

Planning and organisation of a broad range of complex activities (level 4) includes planning programmes which impact across or within departments, services or agencies.

Formulating plans (levels 4 and 5) means developing, structuring and scheduling plans or strategies.

Long term strategic plans (level 5) extend for at least the future year, take into account the overall aims and policies of the service/directorate/organisation and create an operational framework.

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