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Welcome (need new copy from Sam)This toolkit is part of the Future Focused Finance. This is an ambitious five year programme designed to transform the way NHS finance operates.

Future Focused Finance is designed to bring finance departments and clinical and managerial colleagues closer together.

Who’s the toolkit for?

The toolkit is aimed at helping leaders from clinical and finance teams who want to encourage collaboration across professional boundaries.

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What’s the toolkit for?

The toolkit is designed to do one thing. It’s designed to encourage you to sit down as a team and think about the way you work together across professional boundaries. The toolkit provides you with a practical step-by-step guide to reflexivity.

Most teams in the NHS - at all levels - do not take the time to stop and reflect. It’s seen as a luxury. We’re saying it’s not a luxury. It’s an essential, basic requirement of well-functioning teams – especially when members come from very different professional backgrounds.

While some doubt the wisdom of taking time out from a team’s busy work to conduct such reviews, there is strong evidence that teams which do this are far more effective than those which do not.’ Michael West, 2012.

It may not sound ground-breaking. It may not sound like you need a toolkit to help you do it. But the reality is that taking the time to stop and reflect on the way you work as a team is a powerful tool for improvement. The best teams do it all the time.

Find a finance or clinical colleague who is keen to

improve joint workingGet matched with

external peer reviewers

Use the toolkit to review how well your teams are

working together

Ask participants to complete the self-

assessment questionnaire as part of this review

Take a look at the research summary slide

pack to learn more about the conceptual framework and the factors necessary for successful teamwork

across functions.

How do I use this toolkit?This toolkit forms part of a suite of materials developed by Future Focused Finance. All the resources are designed to help finance and clinical staff think about how well they work together and find ways to improve collaboration.

By following the seven steps in this toolkit you can find out what finance and clinical staff think about the way the you work together and what can be done to improve joint working. The toolkit also contains a set of easy-to-adapt templates.

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Successful teams aren’t simply the result of putting the right people together.

Successful teams take the time to stop and review how they work and what they achieve. They ask themselves what they could change and do better.

Team reflexivity is a structured, honest, open conversation designed to gather the views of all members on how well they are doing as a team. It’s not a test, nor an appraisal of any one individual in the team. Rather, it’s an opportunity to stop and reflect, and to learn as a team.

Team reflexivity is a powerful tool for improvement. But reflexivity often comes last on the list of a team’s priorities. It’s seen as “a nice to have if only we had time”.

We want to encourage teams made up of finance and clinical staff to think about the way they work as a team.

Dream teams

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