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Single Assessment Process - training materials -
Training packs and guides
The following listing is subject to ongoing review and revision...
Avon, Gloucestershire and Wiltshire SHA
The Single Assessment Process training resource [author: Avon, Gloucestershire and Wiltshire SHA]
(July 2003)
This training resource sets out the key issues relating to joint working, SAP, and information sharing and consent, using a variety of tools, including narrative text, PowerPoint presentations, exercises,
case studies and handouts. It also includes a glossary of terms. The CDROM has printable PDF versions of these materials, along with editable PowerPoint files for the three presentations on joint working, the single assessment process, and the Data
Protection Act and Caldicott principles.
The pack is intended for use in multi-agency training. It is not designed to be used in isolation, and it is expected that trainers will add to it according to local need and following further learning through pilot sites. It is assumed that
trainers using this training resource will be linked into the development of SAP locally, and will be working closely with the project leads who wrote and compiled the resource.
The resource has been produced as a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority (AGW SHA): Paulette Nuttall (Bristol), Sheila Turner (South Gloucestershire),
Marilyn Hughes (Swindon), Richard Pople and Jane Towler (North Somerset), Bo Novak (Bath and North East Somerset), and Marianna Poulton (Wiltshire).
View contents of cd-rom
(Presentations, Handouts etc) - Please note conditions of use on Contents page.
Contact Details:
Sheila Turner South Gloucestershire PCT,
1 Monarch Court
Emerald Park
Emerson's Green
Bristol
BS16 7FH
Tel: 0117 330 2443 | Fax:
E–mail: sheila.turner@sglos-pct.nhs.uk |
Web links:
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Target group: SSD/PCT | Type / Format: pack; cdrom; powerpoint; glossary
Availability / Price: | ISBN/ISSN:
Notes: Other contacts: Paulette Nuttall, Bristol South and West Primary Care Trust, King Square House, King Square,Bristol
BS2 8EE Tel: +44 (0) 117 900 2376; Fax +44(0)117 900 2465; Email: paulette.nuttall@bristolswpct.nhs.uk
Bedford Hospital NHS Trust
Bedfordshire Single Assessment Process training manual
The development of a Single Assessment Process across Bedfordshire and Luton ensures that a person-centred approach is always maintained. This manual will assist the practitioner in understanding the
importance of SAP and its operational implications. This documentation explains Bedfordshire's Single Assessment joint documentation, the Bedfordshire and Luton Single Assessment Process Tool, and Bedfordshire's Personal Held Record.It also explains
the Bedfordshire and Luton Information Partnership (an agreement for the sharing of information between health and social care agencies) and issues concerning consent and information sharing with regard to the Human Rights Act 1999 and the Data
Protection Act 1998. The various processes involving specific agencies or staff groups are outlined.
Contact Details:
Jenny McAteer, Operational Lead, SAP, Bedfordshire Social Services Adult Team,
Bedford Hospital NHS Trust,
Kempston Road
Bedford
MK42 9DJ.
Tel: +44 (0)1234 355122 | Fax: +44 (0)1234 792017
E–mail: jenny.mcateer@bedscc.gov.uk |
Web links:
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Target group: LA/HA | Type / Format: pack
Availability / Price: | ISBN/ISSN:
Notes:
Cumbria and Lancashire Strategic Health Authority, Workforce Directorate
Leadership through change support pack [author: Rachael Rogers]
(2004)
Rachael Rogers has compiled this pack (32 pp and an accompanying CD), which aims to support managers (team leaders, ward managers, nurse managers, etc) in successfully leading their teams through a major
change initiative, Single Assessment. The exercises included are based on the top three "levels" or "layers" of Robert Dilts' "Logical Levels of Change" model: values and beliefs, identity, and mission. Later exercises are based on the other layers
of Dilts' model. The capability exercise concerns detailed training needs analysis to identify specific needs and cross reference these to availalble training. Behaviour and environment (or context) exercises relate to SAP documentation (protocols,
guidelines, and managing paperwork or computer system).
Appendices include listings of SAP pilot sites for possible staff visits and useful websites.
The Leadership Guides designed by the Modernisation Agency, and Catherine Webster, Redesign Lead form Performance Improvement Lancashire and Cumbria Strategic Health Authority are among sources credited. The accompanying CD includes:some items from
the Centre for Policy on Ageing (CPA) website; local SAP pilot sites; Leadership Guides; government guidelines; and other presentations mentioned in the documentation.
View support pack
| View contents of cd-rom
Contact Details:
Celia Granell, Clinical Development Manager for Older People and Primary Care, Workforce Directorate,
Cumbria and Lancashire Strategic Health Authority ,
Preston Business Centre,
Watling Street Road,
Fulwood,
Preston
PR2 8DY.
Tel: +44 (0)1772 645701
+44 (0)1772 645700 (switch) | Fax: +44 (0)1772 401007
E–mail: celia.granell@clha.nhs.uk |
Web links:
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Target group: Team leaders/managers | Type / Format: pack, cdrom
Availability / Price: | ISBN/ISSN:
Notes: Rachael Rogers compiled training materials such as this, while on a 12-month secondment as Single Assessment Training Co-ordinator with Cumbria and Lancashire Strategic Health Authority's Workforce Directorate.
Foundation for People with Learning Disabilities
Shaping the Future Together [author:Foundation for People with Learning Disabilities]
(2005)
The Foundation has produced an information pack, which aims to help people listen to people with learning disabilities and what they want in their lives. The pack has been developed through work funded by the
Department of Helath as part of their Guidance on Person-Centred Planning (PCP).
This pack provides a systematic link between the individual and strategic planning. It enables planners and managers to obtain an overall picture of what people want. Subsequently, they can ensure that the appropriate opportunities and support are
developed to meet people's wishes and needs. The pack contains forms and guidance. The forms provide a snapshot of who the person is, what they want, what is already happening and the barriers to change. Workers can discuss these with local
managers who can help by making service adjustments to support change. Forms can then be analysed to identify key issues, needs and barriers. Findings then can be shared with the Partnership Board and other groups that can support change including
mainstream services such as leisure, transport and education. This process gives people with learning disabilities a voice through to commissioners and managers.
Contact Details:
9th Floor, Sea Containers House,
20 Upper Ground,
London
SE1 9PD
Tel: +44 (0)20 7802 0300 | Fax:
E–mail: fpld@fpld.org.uk |
Web links: http://www.learningdisabilities.org.uk
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Target group: LA/HAs | Type / Format: pack
Availability / Price: FOC to download | ISBN/ISSN:
Notes:
Gateshead Council, Community Based Services
Single Assessment in Gateshead [resource pack for Single Assessment to accompany a workshop] [author: Penny Gray]
[2004]
The process of change, the reasons for change in the context of Single Assessment, and leadership and influence are the themes dealt with in this resource pack, which comprises exercises, discussion topics and
handout versions of powerpoint presentations on the Single Assessment in Gateshead.
View resource pack: documents
| powerpoint 1
| powerpoint 2
Contact Details:
Tel: | Fax:
E–mail: |
Web links:
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Target group: All staff | Type / Format: pack
Availability / Price: | ISBN/ISSN:
Notes: Penny Gray was formerly Single Assessment Process Co-ordinator, Gateshead
Hampshire County Council
Hampshire County Council SAP training guide
Document outlines objectives and describes core elements of SAP, drivers for change, and the twelve steps to implementation.The seven stages of care management in Hampshire are linked with the prescribed
single assessment process, and a pathway map shows the SAP process.
View training guide
Contact Details:
Lynn Waight, Strategic Service Manager for Older People, County Older Person's Team,
Social Services Department,
Hampshire County Council.
Trafalgar House,
Winchester,
Hampshire SO23 8UQ
Tel: +44 (0)1962 847265 | Fax:
E–mail: lynn.waight@hants.gov.uk |
Web links: http://www.hants.gov.uk/socservs
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Target group: | Type / Format: pack; guide
Availability / Price: | ISBN/ISSN:
Notes:
Leicester, Leicestershire and Rutland: Health and Social Care Community
The Single Assessment Modular Workshop Training Package Leicester, Leicestershire and Rutland [Sam Kirkland]
A modular workshop training package (88pp) [amended and redesigned] with case studies, activities and diagrams desiged to run over 21/2 to 3 days with groups of mixed professions and agencies to help people
understand the principles and benefits of SAP.
Module 1: What is the single assessment process; who, where and when?
Module 2: Information sharing and the law; confidentiality, data protection, Caldicott and seamless care.
Module 3: Joint working - making it work; understanding roles and responsibilities.
Appendices: 1. Shared values and outcomes. 2. General SAP guidance for staff. 2. SAP glossary of terms. 3. SAP glossary: acronyms and abbreviations.
The modular package will soon be available on CD.
The package contains elements from the Sheffield - First for Health SAP Flexible Training Package and the Avon, Gloucestershire and Wiltshire SAP Training Resource, adapted for local use with permission.
View training package
Contact Details:
Jacky Martin, Single Assessment Project Manager, Charnwood and North West Leicestershire PCT,
Woodgate,
Loughborough,
Leicestershire
LE11 2TZ
Tel: 01509 567768 | Fax: 01509 567792
E–mail: Jacky.Martin@cnwlpct.nhs.uk |
Web links:
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Target group: | Type / Format: pack; glossary
Availability / Price: | ISBN/ISSN:
Notes: Single Assessment Process (SAP) flexible learning package - published by Sheffield First for Health (2003) .See separate entry for full details.
Single Assessment Training Resource, Avon, Glos and Wiltshire, contact sheila.turner@sglos-pct.nhs.uk See separate entry for full details.
Lewisham Social Care and Health
Patients as teachers: older people in Lewisham: good practice guide for assessment
Video accompanied by 'Good practice guide for assessing the needs of older people - assessors' checklist'; and brochure, 'Patients as teachers: good practice guidelines for assessment for social care and
health staff'.
The guidelines have been created by older people in Lewisham working with direct roots community consultants, and include direct quotes of older people's opinons, leading on to points for practitioners to bear in mind not only in carrying out
assessments, but also in how they interact with older people
Other partners are the Lewisham Hospital NHS Trust, Lewisham Primary Care Trust, and South London and Maudsley NHS Trust.
See also entry for the DVD, 'Listen to what I'm saying': person centred care and the Single Assessment Process (produced by Age Exchange), on which the film is also available.
View good practice guide
View brochure
Contact Details:
George Howard Tel: +44 (0)20 8314 9608 | Fax:
E–mail: george.howard@lewisham.gov.uk |
Web links: http://www.lewisham.gov.uk
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Target group: Social care/health staff | Type / Format: video; guide
Availability / Price: No charge while stocks last. | ISBN/ISSN:
Notes: Video is copyright Little Fish Films, 2003.
London Older People's Service Development Programme, Social Services Inspectorate, Department of Health
Brighter futures for older people: key messages and lessons from the London Older People's [Service Development] Programme
Video accompanied by folder, 'A brighter future for older people: report and key lessons - June 2003' from the London Older People's Service Development Programme.
The folder contains:
Summary of evaluation of Phase 2, 'A journey of improvement: lessons and experiences from using the collaborative methodology in improving older people's services across 12 London Boroughs: an overview', carried out by the Older People's Programme,
King's College London;
Final report June 2001 - June 2003;
8 pamphlets: How to modernise health and social care services for older people: some ideas and practical tips; Prevention finding approaches that work; Work with emergency and acute services: a case management approach; Single assessment: what
works; Empowering users and carers: what works; Medicines management; Falls screening and prevention; Working with people with dementia.
The London Older People's Service Development Progamme ended in June 2003.
Contact Details:
Val Jones, SW London Health Authority,
Hartfleld House,
41-47 Hartfield Road,
London
SW19 3RG,
Tel: +44 (0)20 8545 6091 | Fax:
E–mail: val.jones@swlha.nhs.uk |
Web links: http://www.london.nhs.uk/olderpeople
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Target group: Social care/health staff | Type / Format: video; pack
Availability / Price: | ISBN/ISSN:
Notes: Video is copyright Little Fish Films, 2003.
Morecambe Bay University Hospitals NHS Trust.
The STEP assessment system a synopisis [author: Idris Williams]
(May 2005)
This document (19 pp) gives a brief description of the STEP Assessment System. It is in 2 forms: a reactive Single Assessment Instrument, which is used in acute situations where direct help is needed; and a
proactive Single Assessment Instrument, which is used in the management of long term conditions and is essentially a case finding exercise. Both have been developed from a generic instrument constructed by STEP (Standardised Assessment of Elderly
People in Primary Care in Europe)., an international group commissioned by the European Union to examine assessment of older people, and published as the Royal College of General Practitioners Occasional Paper No 82 The long standing illness
assessment instrument is congruent with the Department of Health accredited Single Assessment Instrument. Electronic versions of both are available.
The Instruments were developed in the NHS and are not commercial.
See also: STEP (Standardised Assessment of Elderly People in Primary Care in Europe), E I Williams et al, 2002.
Contact Details:
Prof Idris Williams, Barn Howe,
Lyth,
Kendal,
Cumbria
LA8 8DF.
Tel: 01539 568666 | Fax:
E–mail: idrisandkate@ktdbroadband.com |
Web links:
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Target group: | Type / Format: guide
Availability / Price: On application to Prof Idris Williams | ISBN/ISSN:
Notes: Prof Williams was formerly Board Chair, Morecambe Bay Hospital NHS Trust
North East London Strategic Health Authority
Single Assessment Process Training Materials: NELSHA [author: Eleanor Langridge]
[May 2004]
The training materials developed within the North East London sector are being added to all the time as trainers gain experience in using them. Powerpoint presentations, which accompany the training, are
listed in separate entries. Documents currently in use include:
Training matrix for SAP which describes sessions; learning outcomes; learning resources; length of session.
Background information for trainers listing relevant legislation and policy documents.
Selected training videos.
SAP - a brief guide, covering why it is happening? how is it different? what does it consist of? key features.
A series of handouts: bibliography of relevant reading sources; sharing values and beliefs; assessment.
A series of exercises around: what is assessment? assessment processes; what makes a good assessment? getting to know you; creating case studies.
SAP assessment skills exercise observation sheet.
SAP assessment skills development plan.
SAP Care Coordinator role background reading: organisational culture; cross cultural models; health & social care joint unit; social versus medical model of disability.
SAP Care Coordinator role development plans.
Also included in the pack is the Essex SAP Multi agency Competency Framework to aid single assessment and performance management.
View documents: SAP training materials
| Exercises
| Handouts
| Essex SAP multi-agency competency framework
Contact Details:
Jane Winter, Assistant Director, Social Care, Directorate of Regeneration,
NELSHA,
Aneurin Bevan House,
81 Commercial Road,
London E1 1RD
Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
E–mail: jane.winter@nelondon.nhs.uk |
Web links: http://www.nelondon.nhs.uk
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Target group: | Type / Format: pack
Availability / Price: | ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They
have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and
they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.
North Tyneside Single Assessment Taskforce
The Single Assessment Process North Tyneside information and development events
(April 2004)
This pack has been designed to support the North Tyneside information and development events for implementation of the Single Assessment Process (SAP). Information in the pack provides background material for
the events, and will also act as an ongoing source of reference as implementation of SAP progresses in North Tyneside
The pack covers: background to the Single Assessment Process; current health and social care polices impacting on SAP; determination of registered nursing care contribution; the National Service Framework for Older People (NSF); principles of the
Single Assessment Process; domains and sub domains of SAP; assessment skills; information sharing and consent; clinical governance; education and training; key implications for older people, social workers, nurses, general practitioners, therapists,
geriatricians and old age psychiatrists; North Tyneside shared aims and objectives of SAP implementation; North Tyneside agreed glossary of terms; timetable for implementing SAP in North Tyneside; a list of those involved in implementing SAP in
North Tyneside since 2003.
View pack
Contact Details:
Haley Hudson, Single Assessment Coordinator for North Tyneside Tel: +44 (0)191 200 8455 | Fax: +44 (0)191 200 8260
E–mail: haley.hudson@northtyneside.gov.uk |
Web links:
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Target group: All | Type / Format: pack; glossary
Availability / Price: | ISBN/ISSN:
Notes:
Pan Dorset Health and Social Care
Single Assessment Process a guide for practitioners working with older people in health and social services across Bournemouth, Dorset and Poole [author: Jane Wallis]
(September 2003)
The purpose of this guide is to provide a brief explanation of assessment - as a single process. It is intended for all practitioners in both health and social services (including housing) who work with older
people. Its coverage includes: the four levels of assessment; care co-ordinators; carers; SAP or ICPA (the Integrated Care Programme Approach which will continue to aply to those with mental health problems); confidentiality; evaluation of risk; the
Community Care (Delayed Discharges etc) Act 2003; eligibile needs; care planning; and monitoring and reviews.
View guide
Contact Details:
Jane Wallis,
SAP Project Manager for Training, Pan Dorset Health and Social Care,
Human Resources Learning and Development Unit,
Vespasian House,
2nd Floor West Wing,
Bridport Road,
Dorchester,
Dorset
DT1 1TG
Tel: +44 (0)1305 225911 | Fax: +44 (0)1305 268834
E–mail: jane.wallis@dorsetcc.gov.uk |
Web links: http://www.dorsetforyou.com
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Target group: LA/HA | Type / Format: guide
Availability / Price: | ISBN/ISSN:
Notes: This tool can be used or adapted by others provided that the Pan Dorset Group is fully accredited as the organisation of origin. Jane Wallis would appreciate a brief email to let her know who is using the material and where it is
being used.
Russell House Publishing
From where I'm sitting a manual for those working with older people in the social care sector [author: Sue Thompson]
(2002)
238 pp
"From where I am sitting" is designed as an aid to learning for anyone involved in the care of older people in residential or nursing homes, hospitals, assisted living schemes, or in their own homes. The material includes background information,
items suitable for handouts, guidance on training exercises, and overhead transparency templates, so that it can be used in conjunction with training, and provides guidance for those who are just starting out in this field of work. Themes covered
include: dealing with feelings; communication; personal care; health issues; residential care; dementia; sexuality and intimacy; loss and grief; aggression; abuse; and staff care.
Contact Details:
Russell House Publishing Ltd.,
4 St George's House,
The Business Park,
Uplyme Road,
Lyme Regis,
Dorset DT7 3LS.
Tel: +44 (0)1297 443948 | Fax: +44 (0)1297 442722
E–mail: help@russellpublising.co.uk |
Web links: http://www.russellhouse.co.uk
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Target group: SSD/HA/PCT | Type / Format: guide
Availability / Price: £29.95 | ISBN/ISSN: 1898924047
Notes:
Russell House Publishing Ltd.,
For the record recording skills training manual [authur: Liz O'Rourke; consultant editor Neil Thompson]
(2002)
'For the record' (181 pp) is a pack designed for use with social workers employed in a range of settings, and for looking at recording issues/skills in general. It shows how to make records that are objective
and reliable, and that also include the service user's perspective. It covers organising and structuring training programmes, recording systems; guidelines on good practice and the legal framework; and writing the record. Examples of OHPs, handouts,
exercises, and case studies are included.
Contact Details:
Russell House Publishing Ltd.,
4 St George's House,
Uplyme Road,
Lyme Regis,
Dorset.
DT7 3LS.
Tel: +44 (0)1297 443948 | Fax: +44 (0)1297 442722
E–mail: help@russellpublising.co.uk |
Web links: http://www.russellhouse.co.uk
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Target group: Social workers | Type / Format: pack
Availability / Price: £41.45 | ISBN/ISSN: 1903855012
Notes:
Surrey County Council
Single Assessment Process SAP training and resource pack, Joint Training Strategy Group West Surrey, and East Surrey Joint Training Group [author: Debbie Grimwood]
(January 2004)
This pack is designed to support the training seminars and workshops on the Single Assessment Process (SAP) in Surrey from January to March 2004. It is accompanied by Powerpoint presentation and facilitator
notes.
View powerpoint presentation
Contact Details:
Debbie Bell, SAP Project Manager, Customer and Staff Relations,
HR Learning and Development,
South West Area Office,
Grosvenor House,
London Square,
Cross Lane,
Guildford,
Surrey GU1 1PA.
Tel: +44 (0)1483 517995
+44 (0)1428 853069 (DG) | Fax: +44 (0)1483 518464
E–mail: debbie.bell@surreycc.gov.uk | debbie@grimwoodp.freeserve.co.uk
Web links:
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Target group: | Type / Format: pack; powerpoint
Availability / Price: | ISBN/ISSN:
Notes: Debbie Grimwood is Training Consultant, East & West Joint Training Groups.
Other contact: Liz Lee, Learning and Development Consultant.
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