Gathering Evidence for Personal Budgets: Making Personal Budgets Work for All

1. TLAP Partnership Meeting 7th June 2017 Gathering the Evidence for Personal Budgets: Making Personal Budgets Work for All

2. Overview • Task and approach • Key messages • Recommendations • A view from NICE • Next steps: towards a strategy & action plan with partner contributions

3. Task and approach • National Audit Office (NAO) concluded there is a lack of a coherent evidence base for the impact of personal budgets (Personalised Commissioning in Adult Social Care, March 2016) • As the leading partnership for personalisation TLAP convened a response ‘to consider the existing evidence base for personalisation to identify gaps and to inform the commissioning of new research and data collection initiatives.” • We convened: • Two round tables • One workshop • Other engagement •  Discussion and ideas contributed to the report • Key messages, framework for analysis, gaps in the current evidence, conclusions, and recommendations • Recommendations all geared to improving the collection and use of evidence so that personal budgets work better for all.

4. Key Messages • Personal budgets should be viewed through lens of personalisation and wider system transformation • Requires a plurality of approaches to ‘evidence gathering’ and centrality of people with lived experience • Greater use should be made of existing comparative data and evidence with more coming from mainstream systems • A coherent, proportionate and sustainable longer term strategy for gauging the impact of personal budgets should be developed

5. Recommendations Recommendations organised around four themes: • Improving the existing evidence base and how it can be used. • Taking forward development through co-production • Improving the sharing of what works best • Developing a longer term strategy for building the evidence base

6. Recommendations 1. Improving the existing evidence base to include: • Promote the existing tools and the data they generate in order to increase the number of councils who routinely seek and act upon the views of people receiving personal budgets and their carers. • Engage with NHS Digital to explore how more use can be made of existing comparative data sets to help councils improve personal budget delivery, including understanding the reasons for variation in experience, outcomes, process and efficiency.

7. Recommendations 2. Taking forward development through co-production to include: • Link the gathering and using of evidence to the refreshed Making it Real framework that TLAP is producing. • Agree a handful of ‘universal’ questions designed to gather the views of people receiving care and support that can be asked by councils, providers and others in order to build a strong picture of the lived experience and outcomes for individuals over time.

8. Recommendations 3. Improving the sharing of what works best to include: • Collaborate with the IPC Team at NHS England and Coalition for Collaborative Care to exchange and promote dissemination of learning and good practice on the provision of personal budgets, personal health budgets and development of integrated personalised commissioning. • including joint work on measures that capture integrated care, support and health? • Continue to collect and promote good practice in personal budget delivery and work with the National Institute for Health and Care Excellence (NICE) to make sure that evidence is gathered in a robust a way as possible to enhance reliability and transferability (possible Annual Symposium)

9. Recommendations 4. Developing a longer term strategy for building the evidence base to include: • Commission longitudinal research and evaluation, where it is needed to capture the particular experience of groups or communities, with a focus on those experiencing health and wellbeing inequalities or inequalities of access to support. • Support is given to embedding data capture into mainstream processes and systems (e.g. assessments & reviews), avoiding the need for separate reporting • Role of Department of Health as steward of the health & social care system?

10. Group Discussion • Each table has a recommendation to discuss. • The question is how can this recommendation be taken forward, what could you do (ME) and who else might be able to help (THEM)? • Try to be as specific as possible • Each table has a facilitator armed with template • Choose the recommendation you wish to discuss and go to the correct table

11. The topic choices Table 1 - Getting and using feedback • How can we promote the existing tools and the data they generate in order to increase the number of councils who routinely seek and act upon the views of people receiving personal budgets and their carers? Table 2 - Co-producing evidence • How can we ensure that what counts as evidence is co-produced with people with lived experience? Table 3 - Comparing how we are doing • How can we make better use of existing comparative data (e.g. Adult Social Care Outcomes Framework) to help improve personal budget delivery, including understanding the reasons for variation in experience, outcomes, process and efficiency.

12. The topic choices Table 4- Sharing learning across health and social care • How can we improve sharing learning and good practice across health and social care in relation to personal budgets, personal health budgets, integrated personalised commissioning and personalised care and support? Table 5 - Collecting good evidence • How can we improve the quality of evidence on the impact of personal budgets and personalisation more generally? Table 6- Longer term research and evaluation • How can we collect evidence over the longer term to understand the impact of personal budgets and personalisation, including tracking individuals over time? Table 7 – Agreeing some ‘universal questions • How should we set about agreeing some ‘universal’ questions that can be asked by all in order to gain the views of people receiving care and support?

13. Next stepsDeveloping an Evidence Base: Personalisation for all • Ideas and contributions from today leading to a strategy and action plan • Publication of the report • Agree process for taking forward • A coalition of the willing (step forward now)