Common use of Within Southern DHB External to Southern DHB Clause in Contracts

Within Southern DHB External to Southern DHB. Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs and Service Managers • Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry qualification in project management or planning Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design Knowledge and Skills • Ability to form structure in complex operating environments • Knowledge of planning cycles and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology Personal Qualities • Ability to see the “big picture” in national and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading and Managing the Planning Cycle • Provision of structure to the Service Planning and Annual Planning process • Simplification of planning cycle as appropriate • Leading the planning cycle and communication with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.

Within Southern DHB External to Southern DHB.  Chief Executive Officer (CEO) and CEO’s Office  Patients, families / whanau  Board Chairperson and Board Members  Medical Council of NZ and other Professional Colleges and registration bodies  Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs  University of Otago, School of Medicine, Otago Polytechnic  Other EAs and Service Managers • PAs  Ministry of Health, and other agencies such as HWNZ, TAS, HQSC, ACC  Southern District Health • Directors of Nursing • South Island Alliance • Directors of AlliedBoard wide staff  DHBs CMO Forum members  HDC, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts Coroner, ACC Investigation Coordinator  General Practitioners  Unions PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree  Secretarial equivalent qualification  Diploma or Certificate in Business Administration preferred Experience  At least four years executive level assistant experience.  Experience in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry qualification in project management or planning Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in similar role within the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design Knowledge and Skills •   Excellent knowledge of modern digital administration policies, systems and procedures. High degree of knowledge and use of Microsoft Office Suite including advanced knowledge of word- processing, spreadsheet, email, calendar, graphics, presentation packages.  Knowledge of health sector.  Use of tools such as survey monkey, doodlepolls, Mentimeter etc to enable efficiency and engagement  Typing speed of 60 wpm Personal Qualities  Commitment and personal accountability to a high level of professionalism and work outputs.  Excellent interpersonal skills, including ability to work effectively and build credibility and trust with people at all levels of the organisation.  Acts with discretion, sensitivity and integrity at all times.  Is adaptable and flexible – open to change (positive or negative).  High levels of personal resilience and awareness.  Maintains an exceptionally high level of confidentiality.  Ability to form structure in complex operating environments • Knowledge of planning cycles work both independently and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital team with minimal supervision.  Able to set work priorities and meet deadlines.  Evaluates situates and identifies existing problems or health setting • A working knowledge and commitment opportunities.  Actively seeks solutions to quality improvement – Lean methodology Personal Qualities • Ability to see the “big picture” in national and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independentlyproblems before being asked or directed. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading Executive Support Provide executive level support to the CMO and Deputy CMO, including proactively taking responsibility for identifying and completing activities and projects which support the role of CMO and Team.  Provide timely and accurate confidential executive secretarial support for the CMO’s office, including word processing, spread-sheeting, mail, photocopying and any other document processing duties as may be  Prompt response to requests for documentprocessing duties.  Enquiries are handled efficiently, promptly and appropriately. necessary to support the efficient functioning of the CMO office.  Manage correspondence and inquiries, including responding to and composing letters and memoranda, directing correspondence to appropriate personnel for action and actioning information requests as appropriate.  Manage the CMO and Deputy CMO’s diary and daily commitments, proactively ensuring most effective and efficient use of time and resource.  Liaise and work closely with members of Executive and Senior Leadership Teams, internal and external customers and contacts, providing client-focused executive services that maintain and enhance the Southern DHB’s image at all times.  Develop presentation materials using appropriate design packages as required.  Collate papers for meetings, prepare and circulate for meetings, prepare and circulate agendas, notify attendees, book venues and take, circulate and follow up minutes and action points as required. Organise speakers and presentation materials.  Act as an effective conduit or gatekeeper ensuring the CMO and Deputy CMO’s time is valued most efficiently which may include answering queries and redirecting queries as appropriate, screening telephone calls and visitors, opening and distributing mail, and attending to visitors as required.  Diaries accurate and up to date, travel arrangements made, meetings organised and attendees informed.  CMO and Deputy are in the right place at the right time with the right information.  Accurate records of meetings circulated and actioned / filed appropriately.  Full confidentiality of documentation and information relating to all business, patient and staff interactions maintained. CMO Office-specific Accountabilities Enabling and supporting the CMO’s Office in achieving key accountabilities in their positions.  Managing the Planning Cycle • Provision of structure administration pertaining to the Service Planning Investigation and Annual Planning process • Simplification of planning cycle as appropriate • Leading Committee for SAC1 incidents.  In conjunction with the planning cycle HDC Coroner ACC Investigations Coordinator supporting all administration and communication with managers • required follow up pertaining to Coronial notifications, requests and actions and HDC/ACC claims.  Monitoring of performance and reporting on failed complaint resolutions and maintaining a system to escalate these and recommend improvements.  Ensuring effective and efficient processes are in place to support, enable and deliver a high standard of status Periodic Formal Reviews of Credentialing and the quarterly Medical Officer Credentialing through the Credentialing Committee.  Assisting, supporting and facilitating the oversight of Senior Medical Officer, Clinical Director and Medical Director development.  Enabling and supporting the CMO and Deputy CMO to deliver effective Senior Medical Officer recruitment, onboarding, engagement and socialisation within the DHB for the benefit of all key stakeholders • Planning priorities are aligned stakeholders.  Supporting the CMO and Deputy CMO with ad hoc council, committee and special interest groups such as EPG, Clinical Council, New Dunedin Hospital, Joint Consultation, ASMS groups.  Meeting response deadlines, tracking and coordination of responses, compiling and collating of formal notifications to wide frameworks • Provide guidance various parties on behalf of the CMO’s office.  Effective monitoring and direction tracking of key actions and items.  Professional reporting on activities.  Proactive coordination of resources in support of objectives. Administrative Support Ensuring an efficient and effective modern and digital administrative support function, including establishment and maintenance of effective information and data processing, filing, retrieval, and management systems.  Set up and maintain effective electronic and paper filing systems and procedures relevant to the Planning Advisor role • Planning cycles CMO’s office and develop new systems as required, enabling quick access to information.  Compile statistics and information as required.  Undertake one-off special projects and compile and process data for the CMO and Deputy as required.  Co-ordinate and participate in the production of monthly and ad hoc reports and answer related queries as requested.  Order stationery, stores and equipment as necessary.  Maintain confidentiality of documentation and information.  Contribute ideas for improvement to systems and process simplification to effectively deliver administrative support services.  Co-ordinate with, assist and relieve executive support staff such that best practice is shared and overload situations can be managed efficiently.  Document and maintain all procedures within deskfiles.  All files and records are completed on time • Organisational understanding accurate and up-to-date.  Databases contain accurate and up-to-date information.  Regular reporting deadlines achieved and reports produced to a high standard.  All systems and procedures operated in such a manner as to meet appropriate standards.  Active participation and contribution to successful operation of planning priorities, reportingCMO Office including proactive problem solving and innovation and the use of digital and other technological tools.  Personal learning and development opportunities identified and acted on.  Current desk files maintained. Cluster & Team Support  Work with the PA to Chief Nursing & Midwifery Officer and Chief Allied Health Scientific & Technical Officer, and service PA to Executive Director Quality & Clinical Governance Solutions Provide and annual planning is improved • Service-level planning priorities receive back up to and from members of your cluster to ensure all team tasks are easily assessed in the context covered at all times, and routine periods of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities absence are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plancovered internally. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice  Actively participate in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the teamService’s workplanadministration team and its work processes, systems and operations.  Provide positive support to other administration colleagues to ensure delivery of team goals.  Seek to increase contribution of the Service’s administration team and support an environment of continuous improvement.  Provide collegial support and care to the other Colleagues.  You respond positively to requests for assistance in own and other areas, demonstrating adaptability and willingness.  You share responsibility for delivery of high quality administrative support, contributing to team resilience by sharing knowledge and experience with other administration colleagues.  You produce work that complies with SDHB processes and reflects best practice. Other Duties Undertaking duties from time to time that may be in addition to those outlined above but which fall within your capabilities and experience.  You respond positively to requests for assistance in own and other areas, demonstrating adaptability and willingness.  You produce work that complies with SDHB processes and reflects best practice.  Research undertaken is robust and well considered. Professional Development – self Identifying areas for personal and professional development.  Training and development goals areidentified/activity • Work agreed with your manager.  Performance objectives reviewed annual with your manager.  You actively seek feedback and accept constructive criticism. Health, Safety and Wellbeing Taking all practicable steps to ensure personal safety and the safety of others while at work, in accordance with the Southern DHB’s Health, Safety and Wellbeing policies, procedures and systems.  You understand and consistently meet your obligations under Southern DHB’s Health and Safety policy/procedures.  You actively encourage and challenge your peersto work in a safe manner.  Effort is made to strive for best practice in Health and Safety at all times. Treaty of Waitangi Giving effect to the principles of the Treaty of Waitangi – Partnership, Participation and Protection through your interaction with others on a day to day basis.  Partnership – You interact in good faith and in the nature of a partnership. There is a sense of shared enterprise and mutual benefit where each partner takes account of the needs and interests of theother.  Participation – You work in partnership with our treaty partners to enable our organisation to prosper. You are mindful of the varying socio- economic conditions that face our people and work hard to remove barriers of access to health and education.  Protection – You work proactively to protect therights and interests of Māori, including the need to proactively build the capacity and capability of Māori. Note: the above example measures are provided as a member guide only. The precise performance measures for this position will require further discussion between the job holder and manager. CHANGES TO POSITION DESCRIPTION From time to time it may be necessary to consider changes to the position description in response to the changing nature of our work environment – including technological requirements or statutory changes. This Position Description may be reviewed as part of the wider team by actively supporting preparation for your annual performance and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the roledevelopment review. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.Acknowledged / Accepted: .............................................................................................................. ..................................................................... Employee Date .............................................................................................................. .....................................................................

Within Southern DHB External to Southern DHB.  Records and Information Manager (and Records and Information Management Services)  Archives New Zealand (and Regional Archives)  All corporate services staff  CROWN Records Management  All Team Leaders and Managers  TIMG Document Destruction  All Administration Officers  Waste Management Limited  All Executive Assistants  Other District Health Boards  Board Secretary  Rural and private hospitals  Information Services  WellSouth  Business Analysts  Ministry of Health (MOH)  Learning and Development staff  Patient Affairs (Otago)  Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs and Service Managers • Ministry of  Public Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree  Undergraduate qualification in or related to records and information management  Post-graduate qualification in or related to records and information management Experience  5 or more years in records and information management- specific roles  Project or team leadership  5 or more years information and records management experience in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry qualification in project management public organisation or planning Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design local government environment Knowledge and Skills • Ability to form structure in complex operating environments • Knowledge  Proven experience using SharePoint  Experience establishing and/or maintaining physical and electronic records management systems, including databases  Working knowledge of planning cycles the Public Records Act 2005, Contract and methodologies • Familiarity with Commercial Law Act 2017, Privacy Act 1993, General Disposal Authority for DHBs 2006, Archives New Zealand Information and Records Management Standard 2016 and ISO 15489 Information and Documentation – Records Management  Proven project and change management techniques • skills  Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processingundertaking business needs analysis  Strong interpersonal, excel • An effective communicator written and relationship builderverbal communication skills, including providing clear guidance/instructions  Experience developing and delivering training  Self-motivated, self-directed and able to encourage development when other stakeholders have competing priorities • Knowledge juggle multiple demands  Sound decision-making skills  Experience using Office 365 (including SharePoint)  Experience using an Electronic Document and experience Records Management System (EDRMS)  Experience implementing paper-lite records management strategies  Awareness of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology DHB operations Personal Qualities • Ability  Physical agility and a “can do” attitude  Attention to see the “big picture” in national detail  Positive and regional planning while also connecting local actions to this • An effective facilitator engaging  Sense of humour  Commitment and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively determination KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading and Managing the Planning Cycle • Provision of structure to the Service Planning and Annual Planning process • Simplification of planning cycle as appropriate • Leading the planning cycle and communication with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed Assist in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic development, implementation and management objectives • of a corporate records framework.  Assist the Records and Information Manager with developing a corporate records strategy and roadmap within the Southern Health Digital Strategy and action plan.  Work with sub-speciality departments on planning activities • Provide guidance direction services to identify digital information management system requirements for managing corporate records and delegation to be involved in RFP processes including cloud risk assessments.  Review, revise and create corporate records policy, procedures, standards and guidelines.  Assist the Planning Advisor on required development tasks • Ensures provider planning priorities Records and Information Manager in ensuring that majority of corporate records are aligned with locality developments created and progress • Support the process for development of annual Directorate Plans managed electronically in standard format.  The Southern DHB has a current corporate records strategy and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) roadmap in line with stakeholder feedback • Professional relationships are effective the Southern Digital Strategy.  Any information management system technology implemented meets users’ needs and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living complies with recordkeeping requirements.  The Southern DHB Values Proactively demonstrating Southern has current corporate records policy, procedures, standards and guidelines.  Corporate records management systems comply with the Public Records Act 2005, General Disposal Authority for DHBs 2006 (DHB values in all aspects of GDA), Archives New Zealand Information and Records Management Standard 2016, Contract and Commercial Law Act 2017, the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team Privacy Act 1993 and other initiatives that seek relevant legislation and best practice standards.  Corporate records framework incorporates paper-lite strategy, is sustainable and continues to improve patient meet organisational requirements over time. Develop and whanau experiences and/or staffs experience deliver a corporate records training programme and supporting education materials.  Plan, develop and deliver corporate records training for new and current employees (inductions, refreshers and special focus).  Plan and create education material such as quick reference guides.  Consider training and education requirements when planning and undertaking any corporate records project as part of workingchange management.  All staff understand their recordkeeping responsibilities and are kept up-to-date with changes to business processes, legislative requirements and any other information relevant to records management systems.  Corporate records information and guidance is available on Pulse, MIDAS and Ko Awatea for staff to access anytime.  Recordkeeping best practice is continually promoted and endorsed.  Staff are adequately supported through change, resulting in successful uptake of new systems and processes.

Within Southern DHB External to Southern DHB. Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs  All Information Systems Teams, and Service Managers • key stakeholders within the organisation.  Ministry of Health • Directors of Nursing •  South Island Alliance • Directors of Allied, Scientific DHB’s  Vendors and Technical • WellSouth PHO • Māori Service Providers  Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts agencies & partners PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree  Relevant tertiary level qualification; graduate diploma or Bbachelor qualification.  Post Graduate qualification that includes analytical skills. Experience  5+ years Ddemonstrated statistical, analytical, and data visualisation skillset.  Analytical, policy, project, or quality improvement experience.  Demonstrated ability to research and evaluate information to inform evidence-based service planning.  Experience with modelling techniques (e.g., forecasting, financial, capacity and demand modelling.  Demonstrated experience using analytics to address equity, ideally in a relevant field health setting.  Business Analysis skills and experience  Proficient with analytical toolsets (HealthPowerBI, PlanningR, Management, Indigenous Studies etcStata) • Master’s degree in relevant field • Industry qualification in project management or planning Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes •  Ability to manage multiple priorities, and lead multiple projects assess and adjust quickly to work changing priorities  BI certifications desirable, preferably related to strict deadlines • Policy, Project Microsoft stack  Health or Quality Improvement Experience • At least 10 years’ social sector experience in the health  SQL experience  Data quality and disability support services OR equivalent planning roles in another sector • Demonstrated capability validation checking and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning data cleansing and design transformation experience. Knowledge and Skills •  Excellent written, oral, interpersonal, and presentational skills.  Ability to form structure conduct research into new technologies and trends  Ability to present ideas in complex operating environments • business- friendly and user-friendly language.  Highly self-motivated and directed.  Ability to absorb new ideas and concepts quickly.  Good analytical and problem- solving abilities.  Ability to effectively prioritise and execute tasks.  Experience working in a team- oriented, collaborative environment.  Knowledge of planning cycles population health and methodologies • Familiarity with project management techniques • Experience in health systems.  Demonstrated ability applying the planning or contractual processes Treaty of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator Waitangi within analytical and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology policy settings. Personal Qualities •  Commitment and personal accountability.  Excellent interpersonal skills, including ability to work effectively with people at all levels of the organisation.  Acts with discretion, sensitivity and integrity at all times.  Is adaptable and flexible – open to change (positive or negative).  Maintains an exceptionally high level of confidentiality.  Forward thinker, flexible, courteous, self-motivated.  Committed to continuous quality improvement.  Ability to see the “big picture” in national liaise and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independentlynetwork at all levels. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading Information Analyst  Responsible for requirements gathering, solution design best practices, and Managing leveraging all available tools.  Develop custom analytical solutions to agreed customer specifications.  Develop analytical artefacts and draw conclusions and recommendations from the Planning Cycle • Provision intelligence and information gained.  Provide data quality and validation checking and data cleansing and transformation from source systems/data sources as required.  Provide quantitative and qualitative analytical projects and BI dashboards.  Production on reports summary conclusions, finding, recommendation, ideas for improvements  Produced of structure analytical artefacts, including BI dashboards. Team and Individual Performance Participate in and contribute to the Service Planning internal management and Annual Planning process • Simplification functioning of planning cycle as appropriate • Leading the planning cycle and communication team.  Actively engage with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process colleagues, taking personal responsibility for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain ensuring effective working relationships with Planning all team members.  Contribute to team communication and Funding learning activities.  Can deal comfortably with Managers at all levels and work productively as a business partner.  Participate in respect peer review of service own and annual planning • Develop others work.  Promote and maintain effective adhere to the philosophy and values of the DHB mission and values.  Positive working relationships with Finance developed and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder maintained.  Positive feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see received from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team managers and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of workingclients across Southern DHB.

Within Southern DHB External to Southern DHB. Executive Leadership Team Directors of Allied Health, Scientific & Technical • Similar roles in other DHBs Patients, families and Xxxxxx • Provider Arm GMs AHST Professional Leaders (PLs) • Unions • Allied Health Professional Development Facilitator • Tertiary training institutions (Polytechnic and Service Universities) • AHST Staff • Relevant Allied Health Professional Associations and Registration bodies • Operational Managers • Ministry of Health Other service Provider (DHBs, NGOs, PHOs) • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts Administration Staff PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competenciesSPECIFICATION: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in Hold registration as per legislative requirements relevant to your profession • Evidence of ongoing personal educational development e.g. undertaking further tertiary level education Leadership Qualities • Drive for results – initiate and build beneficial change; facilitate positive outcomes by supporting ideas of others; use own initiative for achieving future gains; and take action to achieve desired results • Shape the future – maintain the bigger picture and endpoint view; critically analyse situations and determine solutions; use judgement and analysis to define actions for desired results • Show character – model SDHB values expected of others; build relationships – build and demonstrate strong trust; work openly and honestly; create a relevant field (Healthpositive approach to all situations; develop and maintain key relationships and partnerships • Empower others – nurture and support the growth of others; inspire others to bring their best; get others on board and motivate them Experience, Planningknowledge and Skills • Broad understanding of profession specific practice areas • Experience of working with other professions • Facilitation of workforce competencies for scopes of practice • Commitment to the ideals of research, Management, Indigenous Studies etc) evaluation methods and evidence-based best practice and procedures • Master’s degree A sound knowledge of IT systems and applications • Formal qualification or education in relevant field • Industry qualification Skills in project management or planning Experience facilitation of groups • Experience in Senior Planning roles or equivalent demonstrable skills Programme planning, development and evaluation • HealthFamiliarity with government, Government or Social Sector Experience health sector priorities. Personal Qualities • Experience Building relationships Outstanding interpersonal and working alongside multiple stakeholders to achieve project outcomes communication skills. • Ability to manage network, develop key relationships and lead multiple projects partnership • Innovative, proactive, enthusiastic, and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design Knowledge and Skills flexible • Ability to form structure in complex operating environments problem solve • Knowledge of planning cycles Demonstrable peer credibility and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology Personal Qualities • Ability to see the “big picture” in national and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively respect KEY RESULT AREAS/PILLARS OF PRACTICE: Key Accountabilities: Accountabilities Example of successful delivery of duties and responsibilities Leading Clinical Practice/ Te Mahi Haumanu Clinical Practice • Coordinate the skill mix, work force planning and Managing practice requirements • Facilitate a supportive process for staff with identified clinical/professional competency deficits in partnership with DAHs and appropriate line manager • In conjunction with the Planning Cycle Directors of Allied Health, Scientific and Technical, facilitate the development of clinical leadership using local expert clinicians with special interests • Provision Support clinical staff to optimise interprofessional models of structure practice in order to promote effective, person-centred care Professional Competencies • Maintain own professional registration requirements as directed by the legislation relevant to the Service Planning incumbent's profession • You participate in performance management related tasks • You facilitate staff involvement in interprofessional ways of working relating to improve health outcomes • You recommend local experts with special interests for AHST representative roles • You provide evidence of team participation in developing and Annual Planning accomplishing common goals • You provide evidence of collaborative practice and team education to promote person-centred care and improve health outcomes • You maintain your professional registration • You have an up-to-date professional development plan Leadership and Management/ Te Ārahi me te Whakahaere Leadership • Maintains a shared vision which is future focused, challenges the status quo and builds commitment of others to support the change journey • Be realistic and ensure effective action is taken to achieve desired results, despite any constraints • Identify and take action that will test and expand areas for future gains within a supportive environment • Builds a positive climate and relationships of support and encouragement which allows others to achieve their potential • Consistently demonstrates strong positive personal values of integrity, honesty and ethics and behaviours they expect of others • Promote evidence-based best practice for improvement initiatives • Be positive and proactive in relation to organisational developments, inspiring and supporting others to improve services • Promote best practice and support research • Work collaboratively with all members of the health care team to enhance patient care delivery • Promote cost effective clinical practice Recruitment • Advise on minimum clinical requirements for vacant positions • Oversee and advise where necessary on recruitment • Determine that all credentialling requirements are met prior to appointments • Advise on salary scale placement • Ensures there is always clarity of destination – a shared vision • Initiates and produces beneficial change • Takes decisive action that will lead to the greatest gain • Uses networks and feedback to understand the climate, culture, constraints, and politics of a situation, and uses this to move forward constructively • Understands boundaries of comfort zones, and consistently takes action to test and expand these • Provide evidence of supporting staff, using a variety of formal and informal methods • Maintain district, regional and national links • You participate in recruitment related tasks Teaching & Learning / / Ako Atu, Ako Mai External Liaison • Maintain strong links with the relevant tertiary training institutions, consistent with the Southern District Health Board’s commitment to professional development and responsibilities for teaching and education • Oversee student placements and completion of relevant documentation orientations (where applicable) • Ensure documentation related to student placements is completed (e.g. unpaid staff status, MRSA clearance, safety checking requirements, identification badges issued and returned) (where applicable) Practice Standards / Career Development • Oversee the implementation of competencies for practice as per the requirements of the relevant registration body and of legislative requirements • You complete appropriate paperwork and submit this in a timely manner • You adhere to AHST Credentialing Framework • You produce evidence of overseeing credentialling processes using AHST SharePoint site for Appraisals Credentialling. • Ensure processes are in place to implement and monitor professional standards of all staff • Ensure there is a process in place for all staff to have an appraisal, professional development plan and clinical supervision • Simplification Facilitate the provision of planning cycle high quality education and support for staff • Collaboratively facilitate remedial performance improvement processes where performance or competency issues are identified • Advise on career progression • You produce Profession-specific education work plans developed in partnership with the AHST Professional Development Facilitator where appropriate • You provide evidence of other processes documented as appropriate • Leading the planning cycle You provide evidence of advising and communication with managers consulting on profession specific career pathways • Monitoring You maintain a record of performance career progression Service Improvement and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.Research / / Te Whakapai Ratonga me te Rangahau

Within Southern DHB External to Southern DHB. Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs Consumer and Service Managers • family advisors Peers and peer networks Maori Health Primary Care Providers Directors of Nursing NGOs Medical Directors & Clinical leaders Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific Scientific, & Technical Consumers and Technical • WellSouth PHO • Māori whanau Business analysts Patients, families and Xxxxxx Quality & Risk team Other District Health Directorate Boards Information and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE reporting teams Clinical Teams SKILLS Required Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree A high level of knowledge and skill is required for this role, and we are open to candidates who can demonstrate this in ways other than a relevant field (Healthtertiary or a clinical qualification • Knowledge and skills important for this role include those related to: population and public health, Planningclinical services, Managementquality improvement, Indigenous Studies etc) project management, change management Experience • Master’s degree in relevant field Lived experience of mental health challenges and/or addiction • Industry qualification Relevant experience in project management or planning Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Healthdelivery experience and facilitation including planning, Government or Social Sector Experience • Experience Building relationships budgeting, financial process tracking, workstream management, risk and working alongside multiple stakeholders to achieve project outcomes issue management • Ability to manage engage across a number of different stakeholders and independent businesses to provide cohesive leadership to the system • Ability to build relationships in order to plan and consult on action delivery and impact • Ability to communicate effectively across community, primary and secondary services to promote trust and collegiality • Experience with Project Management; Quality Improvement Systems; Audit; Research • Ability to both lead multiple projects a team and work well in a team • Ability to work independently and use initiative to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design achieve desired outcomes. Knowledge and Skills • Communication – excellent written and oral skills; broad computer literacy skills • Understanding of continuous quality improvement principles • Project management skills including risk management • Implementation skills • In-depth knowledge of mental health sector • Ability to form structure in interpret and communicate complex operating environments • Knowledge of planning cycles ideas and methodologies • Familiarity with project management techniques data • Experience in the planning or contractual processes of government services co-design principles • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience Understanding of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology the Treaty of Waitangi and the importance of reducing inequalities in health outcomes • Understanding and commitment to the HDC Code of Health and Disability Services Consumers' Rights as it applies to mental health • Time management skills Personal Qualities • Ability to see the “big picture” in national work independently and regional planning while also connecting local actions as part of a team. • Ability to this develop, xxxxxx and maintain excellent relationships that encourage and support quality improvement at all levels • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective Expert communicator, both verbally and written written, along with presentation skills • Proactively manage their time Highly organised and responsibilities and achieve them independentlystructured • Flexibility to adapt to required changes in the role purpose and/or accountabilities that may become evident during the Time for Change Implementation Project. • Have a sense of ownership Ability to develop and effectively do what required to achieve the best outcome • Actively develop organizational maintain effective relationships with various departments a wide range of stakeholders, work within financial constraints, look for opportunities for improvement, efficiencies and colleagues to work collaboratively innovation. KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading and Managing the Planning Cycle • Provision of structure Contribute to the Service Planning Time for Change Te Hurihanga programme team: • Engagement with stakeholders, problem solving, supporting collaborative design processes, building motivation and Annual Planning momentum, identification of risks and mitigation • Key stakeholders are engaged and included in the design process • Simplification Regular reporting, report writing, contributing to planning • Regular reporting is accurate and timely • Explore, critique and report on potential initiatives to enhance mental health service provision within Southern New Zealand. • Research undertaken is robust and well considered. • Amplifying and accelerate great work, celebrating success and addressing areas of planning cycle concern • Key stakeholders are informed, and the project’s progress and success is showcased Support the change management process during project implementation. • Maintain liaison and consultation with stakeholders to review the change process and outcomes to facilitate positive outcome. • Positive working relationships developed and maintained. • Positive feedback received from managers and other clients across Southern DHB. • Contribute to the development of systems, culture, processes and resources to enable project implementation. • Positive working relationships developed and maintained. • Positive feedback received from managers and other clients across Southern DHB. • Contribute to the identification of risk and risk mitigation strategies. • Risks are identified and managed or escalated as appropriate needed Project management Manage the project/service outputs against agreed objectives, scope and deliverables in line with agreed project methodology. This includes: • Leading Prepare and maintain required documentation • Prepare and present reports and status reports as required • Identify, manage and escalate issues to the planning cycle Programme Manager • Organise workshops between stakeholders as required to influence discussion and communication seek input to support the delivery of agreed work plans to time and budget; and • All project documentation is up to date and reflects issues and resolution • Regular reporting is accurate and timely • Key stakeholders are informed, and the project’s progress and success is showcased • Create and deliver project communications, presentations, papers as/when required. • Any additional tasks as required for the duration of the project Facilitate project/programme • Assist with managers project documentation and controls • Monitoring of performance Complete regular project and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks progress reports as needed • Provide guidance appropriate communication to ensure all stakeholders are informed about the project and direction its purpose • Communication strategies are developed and implemented • All project documentation is up to date and reflects issues and resolution • Regular reporting is accurate and timely • Key stakeholders are informed, and the project’s progress and success is showcased Participate in and contribute to the Planning Advisor role internal management and functioning of the team. • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff Actively engage with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process colleagues, taking personal responsibility for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain ensuring effective working relationships with Planning all team members promoting a one team culture. • Contribute to team communication and Funding in respect learning activities. • Can deal comfortably with Managers at all levels and work productively as a business partner. • Promote and adhere to the philosophy and values of service the DHB mission and annual planning values. • Develop and maintain effective Positive working relationships with Finance developed and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the rolemaintained. • Demonstrates behaviours that we want to see Positive feedback received from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team managers and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of workingclients across Southern DHB.

Within Southern DHB External to Southern DHB. Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs Internal  Southern DHB staff  Managers at all levels of the organisation  Allied Health clinical staff  SDHB Paediatric Services External  Patients and Service Managers • Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts whānau  Visitors  Stakeholders  NGOs PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry qualification in project management or planning  Minimum level 2 NCEA Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience •  At least 10 years’ 4 years clerical administration experience in the health  Evidence of good literacy and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design numeracy skills Knowledge and Skills •  High standard of interpersonal communication skills, including  Good understanding of computer systems including iPM written and verbal  Knowledge of office systems and procedures  Excellent computer skills, including knowledge of Microsoft Word, Excel and Outlook (email)  Ability to form structure in complex operating environments • Knowledge understand and follow written or verbal instructions  Sets high standards of planning cycles and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology performance Personal Qualities •   Ability to see work well in a team and xxxxxx good interpersonal relationship. Willing to support and assist other staff as required  Respect the “big picture” in national privacy of individuals when dealing with personal information  Demonstrated ability to be flexible and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence cope with their fluctuating work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have demands  Maintains a sense high standard of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively personal presentation KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading and Managing the Planning Cycle • Provision of structure Service support  Provide high quality administrative support to the Service Planning Allied Health Unit, ensuring efficient and Annual Planning process • Simplification effective service delivery  Undertake duties associated with the position, as required to maintain an efficient service, including up skilling as required/directed by the Manager  Provide timely and accurate confidential administrative support to enable the efficient functioning of planning cycle as appropriate • Leading the planning cycle service  Set up and communication with managers • Monitoring of performance maintain effective electronic and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance paper filing systems and direction procedures relevant to the Planning Advisor role • Planning cycles service, enabling quick access to information  Identify potential improvements to systems and processes to ensure the continuous improvement of administrative duties  Demonstrate attention to detail and accuracy  All duties performed to a high standard  Prompt response to requests  Enquires are handled efficiently, promptly and appropriately  Efficient transactional processing  Adherence to work practice in line with organisational and finance policies  Accurate high quality documentation produced in a timely manner.  Incoming phone calls and visitors are given exceptional customer service  Prioritise work to ensure efficient service delivery  Recognise that everyone is entitled to consideration and respectful care without prejudice.  Demonstrate a willingness to adapt to changing needs of the service  Evaluates situations and identifies existing or potential problems and opportunities  Demonstrate excellent customer service skills, by listening and interacting with stakeholders in a courteous, polite and responsive manner while adhering to relevant established protocols Referrals  To provide an efficient referral loading service for the speciality  All referrals are managed as per Allied Health Unit procedures  Includes data entry for Outpatients or as directed  Decline referral notification sent to GPs as per process in a timely manner  Computerise details and description of referrals into the patient management system  Referral information is managed accurately and in a timely manner  Data entry is accurate Waiting lists  All triaged referrals are updated in iPM with priority and authorisation fields completed  Enter required information into waiting list and print letter to patient and referral source  File referral in appropriate folder for easy accessibility at time of booking appointment New patient appointments  Accurate booking and scheduling for Allied Health Outpatient appointments  Good understanding of iPM systems for outpatient clinic management  All patients receive appointments within grading times with no patient to wait longer than MOH guidelines  MOH immigration data is accurate and attended to  Appointments are made verbally at a mutually agreed time and date Data Entry  Entry of clinical activity statistics into iPM  Good understanding of iPM systems Reception  Clinic reception duties are completed on in a friendly, professional ad timely manner  As part of rostered schedule all reception duties are completed so patients are check in in real-time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities  All patient details are easily assessed confirmed. Any changes entered in the context patient management system and new labels printed (ensure these go into the patient file) Follow Ups  Follow up appointments come from various sources including after clinic, post xxxx discharge etc.  Appointments to be made within the time frame requested  Staff are informed of local changes to their appointments  Patients are informed of clinic appointments in a timely manner  Planned appointment lists are kept up to date  No messages on phones or emails are missed in response to text reminders  Appointments cards are given to patients if booking in person Discharges  Provide an efficient, high quality discharge process for the Allied Health Unit  Documents are uploaded onto HCS after checking  Liaison with other hospitals/departments is undertaken to facilitate co-ordinated care of patients Individual and national priorities Development team performance  Maintain a high standard of Provider Arm Planning Documents • Support Directorate Senior Leadership Team integrity and Directorate staff work  Participate as a team member to ensure the best outcome for the organisation  Actively engage with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process colleagues, taking personal responsibility for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain ensuring effective working relationships with Planning all team members  Work to ensure a cohesive, positive and Funding highly motivated team environment, with responsibility for effective skills transfer and knowledge share  Prioritise own workload and manage own time effectively  Information is communicated in respect a courteous and sensitive manner  When workload allows, proactively assist other staff  Provide leave cover as required  Keep an up to date desk file to enable relief staff to pick up duties without disruption to the workflow  Be able to work efficiently and effectively unsupervised  Work ethically including the utilisation of service DHB equipment and annual planning • Develop consumables economically  Active participation in the team  Collegial support and maintain effective strong working relationships evident with Finance other team members  Demonstrate a pleasant, accepting and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute helpful attitude  All duties performed to supporting the wider Planning & Funding team • Maintain awareness a high level standard  The routine of the team’s workplan/activity • Work service is uninterrupted Other Duties Undertaking duties from time to time that may be in addition to those outlined above but which fall within your capabilities and experience. Act as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects role model for the wider team as required Living Southern DHB Values Proactively Organisational Values.  You respond positively to requests for assistance in own and other areas, demonstrating Southern adaptability and willingness  You produce work that complies with SDHB processes and reflects best practice  Research undertaken is robust and well considered  Live and support the DHB values in all aspects of the roleeverything you do Professional Development – self Identifying areas for personal and professional development. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team  Training and other initiatives that development goals are identified/agreed with your manager  Performance objectives reviewed annually with your manager  You actively seek to improve patient feedback and whanau experiences and/or staffs experience of workingaccept constructive criticism.

Within Southern DHB External to Southern DHB. Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs  All Southern DHB staff clinical and Service Managers • Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Alliednon-clinical  Suppliers and service providers  Supply Administrator  DHB Patients and customers  Clinical Product Coordinators  Onelink  Procurement / Supply Staff  NZHP, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts MBIE & PHARMAC PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry qualification in project management or planning Experience • Experience in Senior Planning roles  NCEA Level Two or equivalent demonstrable skills • Health, Government or Social Sector Experience •  Minimum of three years experience  Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement with spreadsheets data processing.  Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design using Oracle FMIS;  Understanding of Supply Chain processes  Understanding of ERP’s (Purchasing systems) Knowledge and Skills •  Computer literate  Understands Cost – Benefit analysis  Demonstrable skills with MS Excel / Word  Systems / policy focus  Systems / logical based approach to problem solving and processes Personal Qualities  Innovative and self motivated  Ability to form structure in complex operating environments • Knowledge of planning cycles be goal orientated and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology Personal Qualities • customer focused  Ability to see the “big picture” in national deal with people and regional planning while also connecting local actions work as part of a busy team  Ability to this • An organise an effective facilitator work schedule  High levels of honesty, integrity and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively confidentiality KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading Procurement / Purchasing  All item master data maintenance in FPIM (Oracle) for Southern DHB.  Maintenance of price schedules and Managing the Planning Cycle • Provision of structure contract terms.  Liaison with Onelink for catalogue synchronisation and data matching.  Work with Southern DHB Clinical Product Coordinators on item set up and maintenance.  Work with Southern DHB Procurement Team to the Service Planning and Annual Planning process • Simplification of planning cycle as appropriate • Leading the planning cycle and communication resolve price queries.  Work with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Southern DHB Supply Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Pharmacy Teams communicating master data changes.  Work with sub-speciality departments on planning activities • Provide guidance direction FPIM Master Data Management Team.  Changes and delegation new item additions dealt with in an accurate and timely fashion.  Achieve FPIM accreditation in Master Data Management.  Confirm master data changes in an effective way to the Planning Advisor on required development tasks • Ensures provider planning priorities enable system end users to undertake their duties in a safe and effective manner. Relationship Management  Ensure that networks are aligned created with locality developments internal staff so that procurement policies and progress • Support the process processes are understood and followed and provide any training support / facilitation for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective this  Develop effective external relationships with services Suppliers and Onelink.  Effective networks established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required  Supply Chain performance maintained Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. •  Demonstrates behaviours that we want to see from each other, at our best. •  Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. •  Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.

Within Southern DHB External to Southern DHB. Executive Leadership Patient Safety & Risk Team • Similar roles in other DHBs • Provider Arm GMs Patients, families and whanau Clinical Teams Other District Health Boards General Managers and Service Managers • Community and Primary Care Providers Directors of Nursing Health Quality and Safety Commission Medical Directors & Clinical Leaders Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Scientific, & Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Round Table Business Analysts Patient Safety & Risk Team Clinical Teams PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree Bachelor level qualification in relevant field • Industry Post graduate qualification in project management business, quality or planning another relevant field • Clinical background Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience leading improvement teams • Experience Building relationships coaching, mentoring and working alongside multiple stakeholders to achieve facilitating individuals or groups • Experience in portfolio management (managing more than one project outcomes at a time) • Ability to manage and lead multiple projects and to work to strict deadlines Experience applying improvement skills in a large, complex organisation • PolicyExperience applying Lean Six Sigma, Project IHI or Quality Improvement other improvement methodologies • Experience • At least 10 years’ experience applying improvement skills in the a health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design care context Knowledge and Skills • Ability to form structure Expert in complex operating environments • Knowledge of planning cycles applying quality improvement tools and methodologies • Familiarity with Proficient in data analysis and creating improvement charts in Microsoft Excel/QI macros/other • Proficient in use of PowerPoint to create visual reports of project progress and outcomes • Expert knowledge of variation and its impact on organisational systems • Completed formal training in change management techniques or the psychology of change • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology Completed formal training Quality Improvement Personal Qualities • Willingness to develop and nurture the skills of others • Ability to see the “big picture” change others’ awareness of issues by helping them to look at old problems in national new ways • Able to excite, inspire and regional planning while also connecting local actions influence others to this action • An effective facilitator Ability to xxxxxx and relationship builder maintain excellent relationships that encourage and support quality improvement at all levels • Accuracy and diligence with their work outputs • A team player and effective Expert communicator, both verbally verbal and written • Proactively manage their time Highly organised and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively structured KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading and Managing Provide advice on the Planning Cycle • Provision direction of structure to quality improvement activities across the Service Planning and Annual Planning process • Simplification of planning cycle as appropriate • Leading the planning cycle and communication with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks organisation • Provide guidance and expertise on allocated ‘whole of system’ work for the strategic direction to of the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents organisation • Support Directorate Senior Leadership Team leadership teams to identify and Directorate staff prioritise opportunities for improvement ensuring that improvement projects align with production and monitoring the strategic direction of their service and directorate plans the organisation • Provide advice to leadership teams on project selection, resourcing and support on alignment sustainability; and take part in decision making around new programmes of work • Provide advice to directorate business planning, implementation and monitoring processes • Opportunities for improvement are identified using benchmarking data e.g. through Health Round Table and the Health Quality & Safety Commission • Issues of poor performance or risk to patient safety and / or organisational reputation are escalated to the directorate leadership team in a timely manner • Opportunities to participate in national campaigns and / or projects are put forward for consideration where appropriate • Organisational service plans address issues of poor performance and annual planning quality Provide leadership for quality improvement activities across the organisation • Use data to identify and prioritise opportunities for improvement in collaboration • Engage with strategic clinicians, managers and management objectives patients to establish improvement teams • Provide expert quality improvement coaching and mentoring for teams undertaking improvement projects • Work with sub-speciality departments improvement teams to establishappropriate goals and measures • Ensure sufficient data is collected to enable the improvement team and stakeholders to understand the project progress, outcomes, risks and cost/benefit, as required • Ensure management decisions are based on planning activities a clear understanding of variation and its impact on organisational systems • Provide guidance direction Problems are appropriately defined and delegation prioritised according to directorate and organisationalstrategic goals • Quality improvement teams engage the keystakeholder groups for a problem • Appropriate quality improvement methodologies and tools are used • Appropriate visual displays of data are created including those that allow interpretation of variation e.g. using statistical process control • Progress on quality improvement projects is regularly tracked and reported on to projectsponsors • Is seen as a leader in quality improvement by clinicians and managers Contribute to the Planning Advisor on required development tasks of an organisation wide culture of improvement • Ensures provider planning priorities are aligned with locality developments Promote and progress encourage staff to participate in DHB quality improvement programmes e.g. Improvement Adademy and the Quality Improvement Residency Programme • Support the process for development facilitation of annual Directorate Plans and Provider Arm Patient Services Plan. DHB quality improvement training programmes • Effective relationships with services established Participate in the evaluation of DHB quality improvement training programmes • Provide advice, demonstrating Share expert knowledge and application ideas with others • Proactively coach, train and / or mentor key stakeholders at every level of health strategies at a national, regional the organisation • Regular involvement in facilitating and local level evaluating DHB quality improvement training programmes • Effective facilitation of meetings as required Monitoring Staff within the services are familiar with improvement methodologies and Reporting how to applythem • Provide frameworks for Directorate staff to monitor and report effectively on their In-service and directorate plans education session are provided where appropriate • Prepare high level reports on a quarterly basis • Provide updates of status of service Quality improvement coaches and annual planning across services • Stakeholders have clear understanding of progress mentors are identified and state of planning cycle • Discuss delays supported (including potential future coaches and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.mentors)

Within Southern DHB External to Southern DHB. Executive Mental Health, Addictions, and Intellectual Disability Directorate Senior Leadership Team • Similar roles in other DHBs • Provider Arm GMs Patients, families and whanau Service Managers • Ministry of Unions Allied Health • Directors of Manager HWNZ Allied Health Professional Leaders Relevant AHS&T Professional Associations and Registration bodies Allied Health Unit Manager Other district health boards Clinical Nurse Coordinators Community Members Needs Assessors Tertiary training institutions (Polytechnics and Universities) Allied Health Staff Community Members Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth staff PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts staff GPs Administration staff Southern DHB wide staff PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competenciesSPECIFICATION: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in  Be a relevant field registered AHS&T professional with strong clinical leadership skill and a current practicing certificate (Health, Planning, Management, Indigenous Studies etcas appropriate) • Master’s degree in relevant field • Industry  Relevant post-graduate qualification in project management or planning Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design Knowledge and Skills • Ability to form structure Skills:  Excellent group facilitation skills and history of a collaborative team approach.  Advanced communication techniques such as conflict resolution, diffusion and mediation skills.  Innovative and flexible with positive and problem solving approach in complex operating environments • all situations.  Has proven clinical credibility in own AHS&T specialty.  Is a critical consumer of research and embraces evidence-based practice when carrying out any task/function.  Knowledge of planning cycles and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes demonstrates use of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator adult teaching and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology learning principles. Personal Qualities • Ability  High level of interpersonal and communication skills  Manage own time adopting a disciplined approach to see the “big picture” in national establishing and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • following identified role-related priorities  Have a sense high degree of ownership flexibility, enthusiasm and effectively do what energy  Demonstrated ability to successfully manage conflict and demands of the position  Demonstrated initiative and self-motivation  Perform other duties relevant to the position as required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading Allied Health Scientific and Managing Technical Operational Leadership To provide leadership and day to day management.  Act as an effective role model by demonstrating high levels of clinical competence, in keeping with Southern Way principles  Oversee the Planning Cycle • Provision assessment, planning, implementation and evaluation of structure clinical practice within the speciality  Advocate on behalf of client/family/colleagues as appropriate and in a culturally safe manner  Participate in clinical and education planning processes at a service level  Contribute to the Service Planning and Annual Planning process • Simplification of planning cycle as appropriate • Leading the planning cycle and communication with managers • Monitoring of performance review and reporting management including the preparation and implementation of status annual appraisals for all staff alongside the Allied Health Manager  Promote an Inter-disciplinary and inter-professional approach to key stakeholders • Planning priorities care  Evidence staff will have current Professional Development Plan – target to be agreed with Service Manager  Staff engagement in active education and professional development  Evidence of effective strategies and methods to engage the workforce  Performance appraisals of workforce will be completed as per organisational requirements Clinical Practice To coordinate the skill mix, work force planning and practice requirements  Promote innovative and creative clinical practice and ensure it is validated with best practice and support research utilisation.  Role model clinical practice excellence  Assess and effectively delegate activities taking into consideration individuals knowledge and skill level and monitor progress  Work collaboratively with all members of the health care team to ensure staff receive high quality education input and support  Promote cost-effective clinical practice  Identify deficits in clinical and professional competencies of individuals and in partnership with Professional Leaders take appropriate action to support achievements of the same and raise appropriately to Service Manager  Promotes a collaborative model of care, teamwork, handover practices, and rapid rounding strategies to enhance patient delivery  Facilitation / involvement of multidisciplinary meetings affecting patient care.  Meets relevant MOH targets for e.g. smoking cessation, ED 6 Hour  Meets relevant Key Performance Indicators for clinical area for e.g. length of stay, waiting list times  Identifies performance related issues of workforce to Service Manager and relevant Professional Leader Quality and Risk  Adherence to Southern DHB Performance Excellence and Quality Improvement Strategy  Work collaboratively with Occupational Health, Quality and Risk and Infection Control to maintain organisational standards  Review and implement systems to ensure that processes to establish monitor and review the service specific standards of practice and indicators of clinical  Meets as agreed with Service Manager to monitor quality / risk  Deliver on agreed quality projects alongside Service Manager practice are aligned to wide frameworks • Provide guidance established and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational maintained  Demonstrate an understanding of risk, identifying emerging risks and ensuring risk mitigation action plans are developed and followed through  Demonstrate a sound understanding of the Southern District Health Board quality management framework and the Southern District health Board’s Performance and Quality Improvement Strategy contributing to and leading quality initiatives Resource management  Participate in workforce and development planning priorities Ensure that patient allocation and model of care is based on appropriate skill mix  Encourages development of staff in partnership with identified Professional Leaders, reportingencouraging staff to work up to their scope and providing succession planning  Work to identify current and future staffing resource requirements and develop strategies to address  Safe staffing skill mix, meets the needs of the service  Elevate to Service Manager resource requirements with strategies considered  Ensure daily Time and Attendance is updated Professional Competencies  Maintains own Professional requirements for an annual practising certificate (as appropriate) as directed by the HPCA and SWRB Acts  Current Professional development Plan in place Self-Management  Develop logical and complete plans to resolve issues  Manage own time adopting a disciplined approach to establishing and following priorities of work  Exhibit self confidence  Relationships are developed and maintained with own peer group for robust peer review and support Health, Safety and Wellbeing  Southern District Health Board is committed to achieving the highest level of health and safety for its staff. All employees are expected to take initiative and identify, report and resolve issues that may cause harm to themselves or others in the organisation. As an employee of the Southern District Health Board, the health and safety of clients and colleagues, as well as your own, are your responsibility. You are expected to work safely at all times, and service to actively participate in health and safety programs in your area. It is expected that you will report all accidents or potential hazards to your manager.  You understand and consistently meet your obligations under Southern DHB’s Health and Safety policy/procedures.  You actively encourage and challenge your peers to work in a safe manner.  Effort is made to strive for best practice in Health and Safety at all times.  All staff on annual planning is improved • Service-level planning priorities are easily assessed leave plans for the year, with strategies to reduce high annual leave balances  Sick leave monitored and high usage identified  Health and safety monitored through occupational health with early identification of potential hazards Treaty of Waitangi (Te Tiriti o Waitangi) The principles of Te Tiriti o Waitangi, as articulated by the courts and the Waitangi Tribunal will guide the Southern DHB response to Māori health improvement and equity. These contemporary principles include:  Tino rangatiratanga: Providing for Māori self- determination and mana motuhake in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production design, delivery and monitoring of their service health and directorate plans • Provide advice disability services.  Equity: Being committed to achieving equitable health  You will be able to demonstrate an understanding of Te Tiriti o Waitangi, Māori Indigenous rights and support on alignment of service current issues in relation to health and annual planning with strategic and management objectives • Work with subhealth equity ie: Whakamaua: Māori Health Action Plan 2020-speciality departments on planning activities • Provide guidance direction and delegation 2025.  You will contribute to responding to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff DHBs Te Tiriti o Waitangi commitment to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are deliver effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting equitable healthcare with Māori patients and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of workingtheir whānau.

Within Southern DHB External to Southern DHB. Executive Leadership Team Directors of Allied Health, Scientific & Technical • Similar roles in other DHBs Patients, families and Whanau • Provider Arm GMs AHST Professional Leaders (PLs) • Unions • Allied Health Professional Development Facilitator • Tertiary training institutions (Polytechnic and Service Universities) • AHST Staff • Relevant Allied Health Professional Associations and Registration bodies • Operational Managers • Ministry of Health Other service Provider (DHBs, NGOs, PHOs) • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts Administration Staff PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competenciesSPECIFICATION: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in Hold registration as per legislative requirements relevant to your profession • Evidence of ongoing personal educational development e.g. undertaking further tertiary level education Leadership Qualities • Drive for results – initiate and build beneficial change; facilitate positive outcomes by supporting ideas of others; use own initiative for achieving future gains; and take action to achieve desired results • Shape the future – maintain the bigger picture and endpoint view; critically analyse situations and determine solutions; use judgement and analysis to define actions for desired results • Show character – model SDHB values expected of others; build relationships – build and demonstrate strong trust; work openly and honestly; create a relevant field (Healthpositive approach to all situations; develop and maintain key relationships and partnerships • Empower others – nurture and support the growth of others; inspire others to bring their best; get others on board and motivate them Experience, Planningknowledge and Skills • Broad understanding of profession specific practice areas • Experience of working with other professions • Facilitation of workforce competencies for scopes of practice • Commitment to the ideals of research, Management, Indigenous Studies etc) evaluation methods and evidence-based best practice and procedures • Master’s degree A sound knowledge of IT systems and applications • Formal qualification or education in relevant field • Industry qualification Skills in project management or planning Experience facilitation of groups • Experience in Senior Planning roles or equivalent demonstrable skills Programme planning, development and evaluation • HealthFamiliarity with government, Government or Social Sector Experience health sector priorities. • Experience Building relationships Personal Qualities • Outstanding interpersonal and working alongside multiple stakeholders to achieve project outcomes communication skills. • Ability to manage network, develop key relationships and lead multiple projects partnership • Innovative, proactive, enthusiastic, and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design Knowledge and Skills flexible • Ability to form structure in complex operating environments problem solve • Knowledge of planning cycles Demonstrable peer credibility and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology Personal Qualities • Ability to see the “big picture” in national and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively respect KEY RESULT AREAS/PILLARS OF PRACTICE: Key Accountabilities: Accountabilities Example of successful delivery of duties and responsibilities Leading Clinical Practice/ Te Mahi Haumanu Clinical Practice • Coordinate the skill mix, work force planning and Managing practice requirements • Facilitate a supportive process for staff with identified clinical/professional competency deficits in partnership with DAHs and appropriate line manager • In conjunction with the Planning Cycle Directors of Allied Health, Scientific and Technical, facilitate the development of clinical leadership using local expert clinicians with special interests • Provision Support clinical staff to optimise interprofessional models of structure practice in order to promote effective, person-centred care Professional Competencies • Maintain own professional registration requirements as directed by the legislation relevant to the Service Planning incumbent's profession • You participate in performance management related tasks • You facilitate staff involvement in interprofessional ways of working relating to improve health outcomes • You recommend local experts with special interests for AHST representative roles • You provide evidence of team participation in developing and Annual Planning accomplishing common goals • You provide evidence of collaborative practice and team education to promote person-centred care and improve health outcomes • You maintain your professional registration • You have an up-to-date professional development plan Leadership and Management/ Te Ārahi me te Whakahaere Leadership • Maintains a shared vision which is future focused, challenges the status quo and builds commitment of others to support the change journey • Be realistic and ensure effective action is taken to achieve desired results, despite any constraints • Identify and take action that will test and expand areas for future gains within a supportive environment • Builds a positive climate and relationships of support and encouragement which allows others to achieve their potential • Consistently demonstrates strong positive personal values of integrity, honesty and ethics and behaviours they expect of others • Promote evidence-based best practice for improvement initiatives • Be positive and proactive in relation to organisational developments, inspiring and supporting others to improve services • Promote best practice and support research • Work collaboratively with all members of the health care team to enhance patient care delivery • Promote cost effective clinical practice Recruitment • Advise on minimum clinical requirements for vacant positions • Oversee and advise where necessary on recruitment • Determine that all credentialling requirements are met prior to appointments • Advise on salary scale placement • Ensures there is always clarity of destination – a shared vision • Initiates and produces beneficial change • Takes decisive action that will lead to the greatest gain • Uses networks and feedback to understand the climate, culture, constraints, and politics of a situation, and uses this to move forward constructively • Understands boundaries of comfort zones, and consistently takes action to test and expand these • Provide evidence of supporting staff, using a variety of formal and informal methods • Maintain district, regional and national links • You participate in recruitment related tasks Teaching & Learning / / Ako Atu, Ako Mai External Liaison • Maintain strong links with the relevant tertiary training institutions, consistent with the Southern District Health Board’s commitment to professional development and responsibilities for teaching and education • Oversee student placements and completion of relevant documentation orientations (where applicable) • Ensure documentation related to student placements is completed (e.g. unpaid staff status, MRSA clearance, safety checking requirements, identification badges issued and returned) (where applicable) Practice Standards / Career Development • Oversee the implementation of competencies for practice as per the requirements of the relevant registration body and of legislative requirements • You complete appropriate paperwork and submit this in a timely manner • You adhere to AHST Credentialing Framework • You produce evidence of overseeing credentialling processes using AHST SharePoint site for Appraisals Credentialling. • Ensure processes are in place to implement and monitor professional standards of all staff • Ensure there is a process in place for all staff to have an appraisal, professional development plan and clinical supervision • Simplification Facilitate the provision of planning cycle high quality education and support for staff • Collaboratively facilitate remedial performance improvement processes where performance or competency issues are identified • Advise on career progression • You produce Profession-specific education work plans developed in partnership with the AHST Professional Development Facilitator where appropriate • You provide evidence of other processes documented as appropriate • Leading the planning cycle You provide evidence of advising and communication with managers consulting on profession specific career pathways • Monitoring You maintain a record of performance career progression Service Improvement and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.Research / / Te Whakapai Ratonga me te Rangahau

Within Southern DHB External to Southern DHB. Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs  Unit manager  Clients, patients, families, whanau and caregivers  AHS&T staff  Tertiary training institutions (polytechnics and Universities)  AHS&T Professional Leaders (PLs)  Unions  Multi-disciplinary colleagues  Services from the community, funding bodies, including ACC, student or intern clinical liaison staff Service Managers • Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Manager  Primary care - GPs, other medical staff  AHST Professional Development Facilitator  Relevant Allied Health Professional Associations and Registration bodies  Administration staff  Other service providers • Portfolio Managers • External Providers • Service Managers (DHBs and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts NGOs, ACC contracted providers) PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competenciesSPECIFICATION: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in a You must be registered as per legislative requirements relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry to your profession Post graduate qualification in project management leadership or planning allied health clinical field Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health You must be an AHS&T professional with a minimum of five years clinical experience, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At at least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design three of which must be current. It is expected that your remaining FTE will include clinical practice Knowledge and Skills • Ability to form structure in complex operating environments • Knowledge Skills: You must have relevant clinical experience and proven expertise within the specific area of planning cycles and methodologies • Familiarity with project management techniques • Experience in practice You must have an understanding of the planning or contractual processes roles of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience each of the allied health professions within this clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology area of practice Personal Qualities • Ability  Honest  Trustworthy  Open to see the “big picture” in national and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively feedback  Highly organised  Leadership skills KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading Leadership and Managing management Provides day to day clinical leadership and coordination of the Planning Cycle • Provision team  Caseload management optimised  Patient flow is planned  Patient pathways are clear with continuity of structure care coordinated and transitions into other services occur  Requests to services are appropriately responded to Deployment of staff  Direct day to day deployment of staff as required using skill mix and clinical experience of the team Southern DHB Position description for: Employee’s initials: Authorised by: Referral management  Work with the team to support the triaging of referrals to the Service Planning most appropriate clinician(s)  Where appropriate liaise with referrers to manage expectations  Implements treatment priority tools in consultation with professional leads, unit managers and Annual Planning process • Simplification service managers Communication  Communicates regularly with relevant leaders of planning cycle as appropriate • Leading the planning cycle associated teams e.g., medical directors, professional leads, charge nurse managers Clinical Advice  Source or provide clinical advice, support and communication with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding team Clinical Risk  Identifies risk in clinical areas and in consultation with unit manager, professional leads and other clinical leaders plans mitigation Evidence based practice  Creates and fosters a culture of planning priorities, reportingbest practice and maintains oversight of care pathways in collaboration with clinicians/other clinical coordinators and appropriate professional leads  Leads and fosters a learning environment for the team Clinical Orientation  Facilitates clinical orientation of staff Represents team  Represents the clinical team, and where requested service at relevant department, clinical and annual planning is improved • Service-level planning priorities are easily assessed in the context of local team meetings  Leads and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of facilitates meetings as required Monitoring Recruitment and Reporting • Provide frameworks for Directorate staff Retention  Works in collaboration with unit manager and professional leads to monitor identify future workforce needs – recruitment, succession planning and report effectively on their service career development Performance  Identifies performance issues and directorate plans • Prepare high level supports addressing these, in collaboration with unit manager and professional lead  Provides reports on clinical team performance to unit manager  Supports the investigation of complaints and incidents within clinical team  Supports performance appraisals for the team in partnership with professional lead and unit manager Clinical Practice Provides direct care within own profession discipline/speciality Adheres to professional and legislative standards of practice Professional Responsibilities Working in a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide collegial manner  Contribute to the support and advice education of colleagues and students to enhance development of the profession  Participate in and contribute to the functioning of the team  You have formal and informal systems in place for supporting colleagues  You maintain supervision records for students  You participate as a team member to ensure the best outcomes for patients/ people Southern DHB Position description for: Employee’s initials: Authorised by:  Establish and maintain an effective working relationship with other staff Evidence-based practice and research  Consistently refer to and relate practice to literature and research  Critique, discuss and disseminate evidence based best practice  Reflect on and evaluate the effectiveness of own practice  You implement evidence-based best practice procedures and guidelines  You update your knowledge related to best practice guidelines and area of practice  You maintain a professional portfolio or participate in an approved CPD programme (as per professional requirements) Time management  Manage own time adopting a disciplined approach to establishing and following identified role-related priorities  Your tasks are scheduled and completed in a timely manner Professional development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan •  Develop and maintain effective working relationships with Planning professional competency  Appraisal, peer review, observed practice or other professional audits as applicable  Develop both personally and Funding professionally to meet the changing needs of your career and profession  You hold current registration where applicable or as required  You maintain an up-to-date professional development plan Other Duties Undertaking duties from time to time that may be in respect of service addition to those outlined above but which fall within your capabilities and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work experience. Act as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects role model for the wider team as required Living Southern DHB Values Proactively Organisational Values.  You respond positively to requests for assistance in own and other areas, demonstrating Southern adaptability and willingness.  You produce work that complies with SDHB processes and reflects best practice.  Research undertaken is robust and well considered.  Live and support the DHB values in everything you do. Professional Development – self Identifying areas for personal and professional development. Role Model clinical practice excellence.  Training and development goals are identified/agreed with your manager.  Performance objectives reviewed annually with your manager.  You actively seek feedback and accept constructive criticism. Health, Safety and Wellbeing Taking all aspects practicable steps to ensure personal safety and the safety of others while at work, in accordance with the Southern DHB’s Health, Safety and Wellbeing policies, procedures and systems.  You understand and consistently meet your obligations under Southern DHB’s Health and Safety policy/procedures.  You actively encourage and challenge your peers to work in a safe manner.  Effort is made to strive for best practice in Health and Safety at all times. Treaty of Waitangi (Te Tiriti o Waitangi) Giving effect to the principles of the roleTreaty of Waitangi – Partnership, Participation and Protection through your interaction with others on a day to day basis. • Demonstrates behaviours that we want  Partnership – You interact in good faith and in the nature of a partnership. There is a sense of shared enterprise and mutual benefit where each partner takes account of the needs and interests of the other.  Participation – You work in partnership with our treaty partners to see from each other, at enable our best. • Contributes positively organisation to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of workingprosper.

Within Southern DHB External to Southern DHB. Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs Southern DHB staff Community midwives Midwifery staff Midwifery Council Midwife Educator(s) NZCOM Obstetric staff Tertiary education providers Neonatal staff Theatre staff Learning and Service Managers • Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Development staff Quality Improvement Advisors • Business Analysts PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: Staff ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree Registered midwife; • Hold a current practising certificate with no conditions on their scope of practice or practising certificate • Have never been the subject of any adverse finding of any professional disciplinary body; • Demonstrate clinical and cultural competence to a high standard; • Be fully engaged in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry qualification in project management or planning the Midwifery Council Recertification Programme. Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 Have a minimum of five years’ post-qualifying clinical experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design Knowledge and Skills • Skills, knowledge and ability to provide education and coaching. • Ability to form structure demonstrate clinical leadership, and maintain contemporaneous evidence informed practice • Experience in complex operating environments adult learning principles and practice • NZCOM preceptor or mentor training course • Completed or participating in postgraduate education • Knowledge of planning cycles programme development • Ability to plan, implement and methodologies evaluate an individual coaching plan • Familiarity with project management techniques • Experience in the planning or contractual processes Evidence of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and strong commitment to quality improvement – Lean methodology • Demonstrated confident collaborative approach, enhancing the capability and contribution of the team • Confident and able computer skills Personal Qualities • Mature, positive, proactive and enthusiastic attitude • Ability to see work under own direction without oversight • Committed to own professional and personal development • Receives and processes constructive feedback related to own performance • Kind, empathic and committed to the “big picture” learning needs of others • Seeks out opportunities to support others in national achieving goals • Strong teamwork, collaboration and regional planning while also connecting local actions inclusive of colleagues • Is able to this manage conflict constructively • An Recognises and respects individual differences • Develops positive working relationships • Upholds confidentiality, behaves with integrity and discretion • Makes effective facilitator decisions within appropriate timeframes and relationship builder levels of responsibility • Accuracy Escalates issues appropriately, and diligence with their work outputs seeks assistance when needed • A team player Demonstrates strong written and effective communicator, both verbally and written verbal communication skills • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively Communicates without engendering conflict KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties Expected outcomes Clinical coaching • Takes a supportive role in enabling and responsibilities Leading motivating midwives to develop skills and Managing the Planning Cycle • Provision of structure to the Service Planning and Annual Planning process • Simplification of planning cycle as appropriate • Leading the planning cycle and communication with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reportingconfidence, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process available for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide clinical support and advice in all areas of midwifery practice • Shares knowledge and skills and provides advice that is consistent with organisational core values, polices and guidelines • Works with midwives to identify and support the achievement of their individual clinical learning needs and develops a support plan with the staff member and their manager • Role models clinical excellence and culturally safe midwifery practice • Is a recognised clinical resource for all staff but particularly those new to the clinical area • Demonstrates adult learning principles and provides coaching in a positive and supportive manner • Works in a supernumerary capacity to ensure that adequate time and resource is available to meet the needs of learners • Works closely with the tertiary education providers to develop relationships with students who will become new graduate midwives • Assists in the development of the midwifery new graduate programme and use provides practical support for new graduate midwives including one to one clinical support in the workplace • Orientates new staff and provides one to one clinical support in the workplace during the orientation period • Provides orientation and clinical support to midwives who are new maternity access holders • Identifies Māori and Pacific midwives who may require additional cultural support and connects them with this support and with peers • Identifies and leads programmes that can improve the transition of appropriate data new graduate and reports new midwives into confident practitioners in the clinical setting • Coaches midwives in developing critical thinking skills Midwifery Council requirements • The Midwife Clinical Coach role will not have a managerial or reporting relationship in relation to monitor output any of the midwives completing a return to practice programme. If that is unavoidable, the DHB undertakes to inform the Council immediately so that other arrangements may be made in respect of any midwives with whom that managerial or reporting relationship exists. • The Midwife Clinical Coach will sign an agreement with the Council outlining the responsibilities in respect of their role as supervisor to midwives undertaking the Return to Practice programme. Professional development • Practices in accordance with legal, ethical, culturally safe and outcomes Management of relationships with key stakeholders professional standards. • Executive Maintains and Senior Management stakeholders are kept well informed about service planning activities develops own expertise and knowledge in midwifery practice through continuing professional development. • Support Directorate Senior Leadership Team Pro-actively participates in own performance development and Directorate staff with service review. • Develops and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective sustains productive working relationships with Planning the multi- disciplinary team to facilitate best practice Continuous Quality improvement and Funding risk management • Demonstrate clinical leadership in respect of service identifying and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the roleproposing quality improvement. • Demonstrates behaviours that we want Encourage midwives to see from each other, at our bestattend and/or participate in maternity specific case review meetings. • Contributes positively Provides feedback to a culture Midwifery Educator about possible themes for education sessions Health, Safety and Wellbeing Taking all practicable steps to ensure personal safety and the safety of appreciationothers while at work, a learning culturein accordance with the Southern DHB’s Health, where people feel safe to speak upSafety and Wellbeing policies, procedures and systems. • Contributes positively You understand and consistently meet your obligations under Southern DHB’s Health and Safety policy/procedures. • You actively encourage and challenge your peers to team work in a safe manner. • Effort is made to strive for best practice in Health and other initiatives that seek Safety at all times. Follow and comply with H&S policies & processes, and apply them to improve patient own work activities, including use of/wearing Personal Protective Equipment as required. • Participate in activities directed at preventing harm & promoting well- being in the workplace • Identify, report and whanau experiences and/or staffs experience self-manage hazards where appropriate • Early and accurate reporting of workingincidents at work and raise issues of concern when identified.

Within Southern DHB External to Southern DHB.  Executive Director Quality & Clinical Governance Solutions  Medical Council of NZ and other Professional Colleges and registration bodies  SMO Recruitment Advisors  University of Otago, School of Medicine and School of Dentistry  Directorate Leadership Team • Similar roles in other DHBs • Provider Arm GMs Teams  Patients and Whanau  Clinical Directors (CD) & Medical Directors (MD)  Contracted Medical Services  Service Managers • Ministry (SM)  External Peer Reviewers  SMOs   Consumer Experience Manager   Chair of Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts the Credentialling Committee  PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) •  Bachelor’s Degree or Diploma level qualification  Post-Graduate Certificate Experience  At least four years experience in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry qualification in project management or planning Experience • healthcare setting  Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in a similar role within the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design Knowledge and Skills •  Excellent knowledge of the healthcare environment  Project and Change Management experience  Use of databases and registers  Use of tools such as survey monkey, doodle polls, Mentimeter etc to enable efficiency and engagement  Knowledge of medical terminology  Ability to form structure in complex operating environments • Knowledge facilitate governance committees  High degree of planning cycles knowledge and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes use of government services • Commitment to development cultural competencies • Advanced computer skills – word Microsoft Office Suite including advanced knowledge of word- processing, excel • An effective communicator spreadsheet, email, calendar, graphics, presentation packages.  Typing speed of 60 wpm Personal Qualities   Able to set work priorities and relationship buildermeet deadlines. Commitment and personal accountability to a high level of professionalism and work outputs.  Excellent interpersonal skills, able including ability to encourage development when other stakeholders have competing priorities • Knowledge work effectively and experience build credibility and trust with people at all levels of clinical the organisation.  Acts with discretion, sensitivity and process activities integrity at all times.  Is adaptable and flexible – open to change (positive or negative).  High levels of personal resilience and awareness.  Maintains an exceptionally high level of confidentiality.  Ability to work both independently and within a hospital team with minimal supervision.  Evaluates situates and identifies existing problems or health setting • A working knowledge and commitment opportunities.  Actively seeks solutions to quality improvement – Lean methodology Personal Qualities • Ability to see the “big picture” in national and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independentlyproblems before being asked or directed. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading Credentialling on Appointment  Credentialling Senior Medical and Managing the Planning Cycle • Provision of structure Dental Officers on appointment to the organisation (in collaboration with recruitment team)  Processes applications to assign specific clinical responsibilities  Facilitating the credentialling of senior medical and dental officers employed and engaged (self-employed contractors and locums)  Ensuring that correspondence relating to credentialling is accurate and timely  Ensure sign-off of applications by CMO or delegate  With Medical Directors (MD) and Clinical Directors (CD) assigns supervision requirements  Maintaining the database of credentialled staff and ensuring that their credentialed status is reviewed and confirmed regularly Periodic Formal Review of Credentialling  Ensure Periodic Formal Review of Credentials (5 yearly) is maintained across the Southern region.  Arranging all aspects of Periodic Formal Reviews including travel, accommodation, catering, room booking and timetable setting.  Facilitating the establishment of Credentialling Sub• committees for periodic formal review of credentials  Providing administrative duties for the Credentialling Sub•committees including taking minutes, compiling a draft report and distribution of the finalised report  Manage system of reviews through communicating with CD and Service Planning Manager (SM) based on rolling plan for reviews over 5 year period  In conjunction with the Service, CD and Annual Planning process • Simplification of planning cycle as appropriate • Leading the planning cycle and communication with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction CMO’s office ensure a peer external to the Planning Advisor role • Planning cycles organisation is secured for each review  Meet with CD/SM as required to explain process of review – explain unit self-assessment and individual self-assessment. Set up and send individual self- assessment to all SMOs with core and special activities added  Reviews all senior medical and dental practitioners in service/team individually to confirm clinical activities within context of service facilities and support for present and future needs  Arranging reimbursement of meeting fees to external reviewers following report completion  Ensure one year follow up of recommendations from the reviews Annual Re-validation and Performance Appraisal  Link credentialling with the annual professional development appraisal meeting  Ensure credentials are completed on time • Organisational understanding reviewed and updated as a clinical component of planning priorities, reporting, annual appraisal  Ensure revalidation of credentialled status  Introduce and facilitate the SMO annual performance appraisal process  Maintain records of service and compliance with performance appraisals process  Ensuring the smooth running of the annual planning is improved • Service-level planning priorities are easily assessed Senior Medical Officer Performance Review process  Ensuring the 360° peer review operates correctly when introduced Credentialling Governance  Maintain functions of the credentials committee to assist the CMOs office with providing effective governance of the process  Work with the Consumer Experience Team to ensure consumer involvement in the context credentialling process is developed  Organising three monthly meetings of local the Credentialling Committee including producing an agenda, keeping minutes and national priorities Development running the actions pending register  Ensuring that supervisory reports on SMOs are received by the Credentialling Committee in a timely manner  Establish and maintain credentials registers for specialty services (such as surgical mesh, endoscopy) as required  Undertaking any other administration activities as agreed to by the Coordinator's Manager  Drafting reports to Clinical Council and other reports on status and progress with reviews as required  Distribution to management as required  Work with Consumer Experience team to ensure Consumer representation on the Credentialling Committee and its sub committees (i.e. periodic formal review of Provider Arm Planning Documents • Support Directorate Senior Leadership Team credentials) Other Duties Undertaking duties from time to time that may be in addition to those outlined above but which fall within your capabilities and Directorate staff experience.  You respond positively to requests for assistance in own and other areas, demonstrating adaptability and willingness.  You produce work that complies with production SDHB processes and monitoring of their service reflects best practice.  Research undertaken is robust and directorate plans • Provide advice well considered.  Live and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of workingeverything you do.

Within Southern DHB External to Southern DHB. Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs and Service Managers •  Southern DHB staff  Clinical Coding Services Section of the Information Directorate – Ministry of Health • Directors (MoH)  Managers at all levels of Nursing • South Island Alliance • Directors the organisation  Senior Analyst, Classification and Terminology, National Collections and Reporting – MoH  Other DHBs/Hospitals  Health Information Management Association of Allied, Scientific Australia (HIMAA)  3M (Australia)  Rural Hospital Administrative and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts Coding teams  Australian Consortium for Classification Development (ACCD)  New Zealand Coding Authority (NZCA)  Audit New Zealand (NZ) PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or  Minimum level 2 NCEA  HIMAA Comprehensive Medical Terminology (CMT) equivalent level of learning) • Bachelor’s Degree in a relevant field  (Health, Planning, Management, Indigenous Studies etcElementary) • Master’s degree in relevant field • Industry Medical Terminology qualification in project management or planning Experience • Experience in Senior Planning roles or equivalent demonstrable  Patient Management Systems (e.g.  Administrative experience iPM)  Research skills • Health, Government or Social Sector Experience • Experience Building relationships  3M Coding and working alongside multiple stakeholders Grouping Application (Encoder)  Proven ability to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design study Knowledge and Skills •  High standard of interpersonal communication skills, including written and verbal  Anatomy and Physiology knowledge  Evidence of good literacy and numeracy skills  Excellent computer skills, including knowledge of Microsoft Office suite Personal Qualities  Ability to form structure in complex operating environments • Knowledge of planning cycles understand and methodologies • Familiarity with project management techniques • Experience in the planning follow written or contractual processes of government services • verbal instructions  Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology Personal Qualities • study  Strong work ethic  Problem-solving  Ability to see work well in a team and xxxxxx good interpersonal relationships  Respect the “big picture” in national and regional planning while also connecting local actions privacy of individuals when dealing with personal information  Ability to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively cope under pressure KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading Efficiently manage Clinical Coding workload  Code and Managing manage a workload of casemix specialties as assigned by the Planning Cycle • Provision Team Leader  Maintain productivity levels by working to agreed Southern DHB output numbers per level of structure qualification  Maintain productivity levels by working to the Service Planning agreed internal (DHB) and Annual Planning process • Simplification of planning cycle as appropriate • Leading the planning cycle and communication with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service external (MoH) monthly and annual planning deadlines  Internal requirements: 95% Med/Surg weighted discharges coded by the 3rd working day post month of discharge with priority for Electives 95% coded in each Med/Surg specialty by the 3rd working day post month of discharge 100% coded for all specialties by fiscal year end MoH “wash-up” deadline  External requirements: 95% coded for Older Peoples Health, Mental Health, Clutha Health First, Waitaki DHSL, Xxxx Health and any other health care facilities that the Southern DHB is improved • Service-contracted to code by 21 days post month of discharge. 95% coded in each specialty for Rural Facilities Maintain an excellent level planning priorities are easily assessed of accuracy  Maintain an excellent level of accuracy and amend/override coding as required or directed by: o Internal Auditor o National Clinical Coding Quality Assessment (NCCQA) – quarterly and annually o National Minimum Dataset (NMDS) Error and Edit Check report  Internal standards: Daily data checks Local monthly audits 95% accuracy  External standards: HIMAA assignments and examinations 80% accuracy for HIMAA Aim for 95% accuracy Continue your Clinical Coding education  Work towards Certification in 11th edition of ICD-10- AM and any future editions  Achieve certified Clinical Coding Auditor Status  Complete Clinical Coding qualifications via the Health Information Association of Australia (HIMAA) as funded by the DHB  Complete Short or Long Course qualifications in Auditing via the La Trobe University of Australia as funded by the DHB Represent the Clinical Coding service  Participate in meetings, training and education as and when required: o Local o District o Regional o National o International  Liaise with Clinical Staff  Adopt a proactive approach to clinical coding, recording all information that may aid in the context extraction of local statistics in compliance with the Australian Coding Standards (ACS)  Attend (if required or directed) MoH Clinical Coding Education days, internal training, team meetings and education sessions, national priorities Development and international conferences.  Xxxxxx an open working relationship between Clinical Coding and Clinical Staff which encourages Clinical input.  Attend meetings with Clinicians as directed by the Team Leader Clinical Records and Coding  Extract and assign accurate codes for relevant information that may impact on length of Provider Arm Planning Documents • Support Directorate Senior Leadership Team stay (LOS) or influence the type of intervention/treatment  A flexible and Directorate staff accurate service provided within the specified internal and external reporting timeframes  Provide a coding service that meets the needs of individual specialties and accurately reflects the hospital casemix Other Duties Undertaking duties from time to time that may be in addition to those outlined above but which fall within your capabilities and experience. Act as a role model for the Southern DHB Organisational Values.  You respond positively to requests for assistance in own and other areas, demonstrating adaptability and willingness.  You produce work that complies with production SDHB processes and monitoring of their service reflects best practice.  Research undertaken is robust and directorate plans • Provide advice well considered.  Live and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in everything you do. Professional Development – self Identifying areas for personal and professional development.  Training and development goals are identified/agreed with your manager.  Performance objectives reviewed annually with your manager.  You actively seek feedback and accept constructive criticism. Health, Safety and Wellbeing Taking all aspects practicable steps to ensure personal safety and the safety of others while at work, in accordance with the Southern DHB’s Health, Safety and Wellbeing policies, procedures and systems.  You understand and consistently meet your obligations under Southern DHB’s Health and Safety policy/procedures.  You actively encourage and challenge your peers to work in a safe manner.  Effort is made to strive for best practice in Health and Safety at all times. Treaty of Waitangi Giving effect to the principles of the roleTreaty of Waitangi – Partnership, Participation and Protection through your interaction with others on a day to day basis. • Demonstrates behaviours  Partnership – You interact in good faith and in the nature of a partnership. There is a sense of shared enterprise and mutual benefit where each partner takes account of the needs and interests of the other.  Participation – You work in partnership with our treaty partners to enable our organisation to prosper. You are mindful of the varying socio- economic conditions that we want face our people and work hard to see from each otherremove barriers of access to health and education.  Protection – You work proactively to protect the rights and interests of Māori, at including the need to proactively build the capacity and capability of Māori. Note: the above example measures are provided as a guide only. The precise performance measures for this position will require further discussion between the job holder and manager. CHANGES TO POSITION DESCRIPTION From time to time it may be necessary to consider changes to the position description in response to the changing nature of our bestwork environment – including technological requirements or statutory changes. • Contributes positively to a culture This Position Description may be reviewed as part of appreciation, a learning culture, where people feel safe to speak upthe preparation for your annual performance and development review. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.Acknowledged / Accepted: .............................................................................................................. ..................................................................... Employee Date .............................................................................................................. .....................................................................

Within Southern DHB External to Southern DHB. Executive Leadership Team Unit Manager, Southland • Similar roles in other DHBs Patients, families/whanau • Provider Arm GMs and Service Managers Clinical Director • Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers ACC / WINZ / GPs • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager Stakeholders • Quality Improvement Advisors Professional Leader • Business Analysts Private Dental Practitioners • All Oral Health staff including Oral Health Promotors • Dental and Medical equipment personnel • Southern District Health Board wide staff • Other community services as appropriate PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry qualification in project management or planning Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Minimum level 2 NCEA Experience • At least 10 years’ 2 years clerical administration or management assistance experience in the health • Knowledge of office systems and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design procedures Knowledge and Skills • Ability to form structure in complex operating environments Evidence of good literacy and numeracy skills • Excellent computer skills, including knowledge of Microsoft Word, Excel and Outlook (e-mail).Technologically savvy with common office tools including smart phones, projector and presentation equipment • Knowledge of planning cycles and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology managing databases Personal Qualities • High standard of interpersonal communication skills, including written and verbal • Ability to see understand and follow written or verbal instructions • Sets high standards of performance and self-starting • Ability to learn and retain new knowledge • Ability to work well in a team and xxxxxx good interpersonal relationship • Willing to support and assist other staff as required • Respect the “big picture” in national and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence privacy of individuals when dealing with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independentlypersonal information. • Have a sense of ownership Ability to cope with an environment that is at times noisy, busy and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively stressful KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading and Managing the Planning Cycle Service Support • Provision of structure Provide high quality administrative support to the Service Planning Oral Health Service, ensuring efficient and Annual Planning process effective service delivery • Simplification of planning cycle as appropriate • Leading Undertake duties associated with the planning cycle and communication with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning prioritiesposition, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring to maintain an efficient service, including up skilling as required/directed by the Manager. Provide timely and Reporting accurate confidential administrative support to enable the efficient functioning of the services, including but not limited to: • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop Set up and maintain effective electronic and paper filing systems and procedures relevant to the service, enabling quick access to information. • Identify potential improvements to systems and processes to ensure the continuous improvement of administrative duties. • Demonstrate attention to detail and accuracy. • Demonstrate a willingness to adapt to changing needs of the service. • Evaluates situations and identifies existing or potential problems and opportunities. • Demonstrate excellent customer service skills, by listening and interacting with stakeholders in a courteous, polite and responsive manner while adhering to relevant established protocols. Appointment Booking • Be responsible for booking Theatre and pre-admission appointments using iPM and Titanium. • Co-ordinating theatre bookings with multiple specialists, anaesthetists, outpatients department, day surgery, and theatre for better outcomes of patient journey. • Managing additional theatre lists at short notice. • Maintain a list of suitable patients that can be treated on the surgical bus and pass this onto relevant booking person • Be responsible for the administration of referrals, appointments and waiting lists. • Prepare clinic info such as medical records, patient labels and front sheets. • To make appointments for patients using the electronic appointment system, This may also include coordinating appointment for multiple sites and external contract delivery of dental services. • Print daily clinic sheets for all clinicians and be responsible for processing appointment outcomes (follow ups / discharges). • To follow up on appointments not kept and actively develop initiatives to decrease the number of people that “Did not Attend” (DNA). • Maintenance of a short notice list when DNA’s or cancellations occur. • Maintain full confidentiality of documentation and information related to all business, patient and staff interactions. • Maintenance of recall lists for individual Dentists to ensure clinics are fully booked. • Co-ordinate with interpretor services, including hearing impaired, liaising with them and patient to arrange a time suitable to all parties to attend appointments Communication and Interpersonal Relationships • Speak and write clearly, conveying essential information both within the team and externally. • Establish and maintain sound working relationships and teamwork between and among all professional groups and across all Services. • Communicate accurate information within stated timeframes to appropriate areas. • Adhere to Information Systems policies with Planning regard to confidentiality of information. • Prioritise work to ensure efficient effective service delivery across Oral Health Service. • To attend to all telephone communications courteously and Funding efficiently. • To handle all enquiries effectively and politely both within the team and externally. • Demonstrate a pleasant, accepting and helpful attitude in respect of service interactions with clients and annual planning staff. Administration • Develop To have knowledge and be familiar with DHB applications systems (iPM and TITANIUM) and be able to update information • Set up and maintain an up to date effective working relationships with Finance electronic and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute paper filing system to supporting the wider Planning & Funding team allow quick access to information • Maintain awareness full confidentiality of documentation and information related to all business, patient and staff interactions • ACC – record keeping, ACC claims and liaising with ACC staff members for information • To disperse incoming and outgoing mail promptly to correct recipients • Arrange agendas and take minutes of meetings when required and typing and distributing these. • Scanning of documents into TITANIUM • To be responsible for administration systems relating to patient records • Report all incidents and accidents promptly, according to the Southern District Health Board’s Health and Safety policies. • Provide Unit Manager with monthly target/performance reports for the GA/Sedation list. • Communicate accurate information within stated timeframes to appropriate areas. Reception • To provide an efficient reception service for families and members of the team’s workplan/activity public as and if required • Work as To receive patients and provide a member welcoming atmosphere. • To update patient contact details in both DHB electronic systems (TITANIUM and iPM) when patients arrive at the reception area. • Be responsible for the administration of the wider team by actively supporting referrals, appointments and contributing to the overall workplan as required • Attends regular team meetings • Works within projects waiting lists for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects Oral Health Service. • Respond promptly and clearly to enquiries from members of the rolepublic, clients, staff and outside agencies providing accurate information, direction and other such services as requested. • Demonstrates behaviours that we want to see from each other, at our bestBe responsible for filing - clinical and confidential information. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak upDeal appropriately and effectively with correspondence. • Contributes positively Receive and receipt money for sale of dental products. Self-Management • Manage own time adopting a disciplined approach to team establishing and other initiatives following priorities of work. • Demonstrate personal resourcefulness and decisiveness.s • Be committed to achieving results through hard work and attention to detail. • Exhibit self confidence. • Exhibit a desire to succeed by completing challenging assignments and projects on time and to an excellent standard. • Be flexible and anticipate rather than respond to change. • Demonstrate sound problem resolution skills. • Demonstrate behaviour that seek is consistent with the organisation’s values. • Demonstrate the ability to improve patient think laterally and whanau experiences and/or staffs experience of workinginnovatively about problem.

Within Southern DHB External to Southern DHB. Executive Leadership Team Directors of Allied Health, Scientific & Technical • Similar roles in other DHBs Patients, families and Xxxxxx • Provider Arm GMs AHST Professional Leaders (PLs) • Unions • Allied Health Professional Development Facilitator • Tertiary training institutions (Polytechnic and Service Universities) • AHST Staff • Relevant Allied Health Professional Associations and Registration bodies • Operational Managers • Ministry of Health Other service Provider (DHBs, NGOs, PHOs) • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts Administration Staff PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competenciesSPECIFICATION: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree An AHST Professional with five to seven years clinical experience, three of which must be current. They should have proven clinical leadership abilities, with outstanding interpersonal and communication skills. Where it is a requirement for their profession, professional registration will also be required. • Evidence of ongoing personal educational development e.g. undertaking further tertiary level education Experience, knowledge and Skills • Broad understanding of Allied Health Scientific and Technical Professions i.e. experience of working in multidisciplinary-interprofessional settings • Skills in education, facilitation of groups and professional development competencies • Committed to the ideals of research and evidence-based best practice • Have a relevant field (Health, Planning, Management, Indigenous Studies etc) sound knowledge of IT systems and applications • Master’s degree Formal qualification or education in relevant field • Industry qualification Skills in project management or planning Experience facilitation of groups • Experience in Senior Planning roles or equivalent demonstrable skills • HealthProgramme planning, Government or Social Sector Experience • Experience Building relationships development and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector evaluation • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to government, health service planning and design Knowledge and Skills • Ability to form structure in complex operating environments • Knowledge of planning cycles and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology sector priorities. Personal Qualities • Ability to see network, development key relationships and partnership • Influencing skills, ability to get others on board and motivate them to reach their potential • Possesses the “big picture” in national ability to think outside the square as well as to communicate and regional planning while also connecting local actions influence at all levels • Innovative, proactive, enthusiastic, flexible and creative with a positive approach to this all situations including problem solving • An effective facilitator and relationship builder Ability to motivate • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues Ability to work collaboratively in a supportive and honest manner • Demonstrable peer credibility and respect • Accepts responsibility for own actions KEY RESULT AREAS/PILLARS OF PRACTICE: Educator Clinical Teaching & Learning Leadership & Service Improvement Management & Research Māori Responsiveness Key Accountabilities: Accountabilities Example of successful delivery of duties and responsibilities Leading and Managing Clinical Practice/ Te Mahi Haumanu • Maintain own professional registration requirements as directed by the Planning Cycle • Provision of structure legislation relevant to the Service Planning incumbent's profession • Identifying areas for personal and Annual Planning process • Simplification of planning cycle as appropriate • Leading the planning cycle and communication with managers • Monitoring of performance and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Planprofessional development. • Effective relationships You maintain your professional registration • You have an up-to-date professional development plan • Training and development goals are identified/agreed with services established your manager. • Provide advice, demonstrating knowledge Performance objectives reviewed annually with your manager. • You actively seek feedback and application of health strategies at accept constructive criticism. Leadership and Management/ Te Ārahi me te Whakahaere • Self-Management Manages own time adopting a national, regional disciplined approach to establishing and local level following identified role-related priorities Leadership • Effective facilitation of meetings as required Monitoring and Reporting Liaise with the Professional Development Units to develop a district-wide work plan that aligns with organisational education strategy • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice Represent AHS&T interests in the development of the interprofessional learning centre • Your tasks are scheduled and use completed in a timely manner • Allied Health have a presence in the organisational education strategy • Attendance at IPC meetings Teaching & Learning / / Ako Atu, Ako Mai • Encourage a culture of appropriate data continuous learning that aligns with the Southern DHB Performance Excellence and reports to monitor output Quality Improvement Strategy • Promote the principle that professional development, clinical excellence, interprofessional ways of working and outcomes Management evidenced-based practice is the responsibility of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate all AHS&T staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships implement a work plan that identifies district-wide AHS&T staff educational requirements and commonalities across disciplines, including Calderdale (skill sharing) principles • Support AHS&T staff to develop and implement profession-specific training, workshops, forums and professional development requirements • Oversee district-wide training and educational initiatives such as career progression, new staff and assistant staff education • Identify and source district-wide educational resources for AHS&T staff that are readily accessible from all work areas • Ensures there is always clarity of destination – a shared vision • Initiates and produces beneficial change • You produce Profession-specific education work plans developed in partnership with Planning Professional Leaders • You provide evidence of identifying and Funding in respect of service sourcing alternative educational development opportunities Service Improvement and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.Research / / Te Whakapai Ratonga me te Rangahau

Within Southern DHB External to Southern DHB. Executive Leadership Team • Similar roles in other DHBs • Provider Arm GMs and Service Managers • Maori Health Primary Care Providers Directors of Nursing NGOs Medical Directors & Clinical leaders Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific Scientific, & Technical Consumers and Technical • WellSouth PHO • Māori whanau Business analysts Patients, families and Xxxxxx Quality & Risk team Other District Health Directorate Boards Information and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE reporting teams Clinical Teams SKILLS Required Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree Tertiary qualification in relevant field discipline eg Population/ public health, Quality improvement science, OR Professional qualification in relevant clinical specialty eg Mental Health Experience • Industry qualification Relevant experience in project management or planning Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Healthdelivery experience and facilitation including planning, Government or Social Sector Experience • Experience Building relationships budgeting, financial process tracking, workstream management, risk and working alongside multiple stakeholders to achieve project outcomes issue management • Ability to manage engage across a number of different stakeholders and independent businesses to provide cohesive leadership to the system • Ability to build relationships in order to plan and consult on action delivery and impact • Ability to communicate effectively across community, primary and secondary services to promote trust and collegiality • Experience with Project Management; Quality Improvement Systems; Audit; Research • Ability to both lead multiple projects a team and work well in a team • Ability to work independently and use initiative to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design achieve desired outcomes. Knowledge and Skills • Communication – excellent written and oral skills; broad computer literacy skills • Understanding of continuous quality improvement principles • Project management skills including risk management • Implementation skills • In-depth knowledge of mental health sector • Ability to form structure in interpret and communicate complex operating environments ideas and data • Knowledge of planning cycles and methodologies co-design principles • Familiarity with project management techniques • Experience in the planning or contractual processes Understanding of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology the Treaty of Waitangi and the importance of reducing inequalities in health outcomes • Understanding and commitment to the HDC Code of Health and Disability Services Consumers' Rights as it applies to mental health • Time management skills Personal Qualities • Ability to see the “big picture” in national work independently and regional planning while also connecting local actions as part of a team. • Ability to this develop, xxxxxx and maintain excellent relationships that encourage and support quality improvement at all levels • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective Expert communicator, both verbally and written written, along with presentation skills • Proactively manage their time Highly organised and responsibilities and achieve them independentlystructured • Flexibility to adapt to required changes in the role purpose and/or accountabilities that may become evident during the Time for Change Implementation Project. • Have a sense of ownership Ability to develop and effectively do what required to achieve the best outcome • Actively develop organizational maintain effective relationships with various departments a wide range of stakeholders, work within financial constraints, look for opportunities for improvement, efficiencies and colleagues to work collaboratively innovation. KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading and Managing the Planning Cycle • Provision of structure Contribute to the Service Planning Time for Change Te Hurihanga programme team: • Engagement with stakeholders, problem solving, supporting collaborative design processes, building motivation and Annual Planning momentum, identification of risks and mitigation • Key stakeholders are engaged and included in the design process • Simplification Regular reporting, report writing, contributing to planning • Regular reporting is accurate and timely • Explore, critique and report on potential initiatives to enhance mental health service provision within Southern New Zealand. • Research undertaken is robust and well considered. • Amplifying and accelerate great work, celebrating success and addressing areas of planning cycle concern • Key stakeholders are informed, and the project’s progress and success is showcased Support the change management process during project implementation. • Maintain liaison and consultation with stakeholders to review the change process and outcomes to facilitate positive outcome. • Positive working relationships developed and maintained. • Positive feedback received from managers and other clients across Southern DHB. • Contribute to the development of systems, culture, processes and resources to enable project implementation. • Positive working relationships developed and maintained. • Positive feedback received from managers and other clients across Southern DHB. • Contribute to the identification of risk and risk mitigation strategies. • Risks are identified and managed or escalated as appropriate needed Project management Manage the project/service outputs against agreed objectives, scope and deliverables in line with agreed project methodology. This includes: • Leading Prepare and maintain required documentation • Prepare and present reports and status reports as required • Identify, manage and escalate issues to the planning cycle Programme Manager • Organise workshops between stakeholders as required to influence discussion and communication seek input to support the delivery of agreed work plans to time and budget; and • Create and deliver project communications, presentations, papers as/when required. • Any additional tasks as required for the duration of the project • All project documentation is up to date and reflects issues and resolution • Regular reporting is accurate and timely • Key stakeholders are informed, and the project’s progress and success is showcased Facilitate project/programme • Assist with managers project documentation and controls • Monitoring of performance Complete regular project and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks progress reports as needed • Provide guidance appropriate communication to ensure all stakeholders are informed about the project and direction its purpose • Communication strategies are developed and implemented • All project documentation is up to date and reflects issues and resolution • Regular reporting is accurate and timely • Key stakeholders are informed, and the project’s progress and success is showcased Participate in and contribute to the Planning Advisor role internal management and functioning of the team. • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff Actively engage with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process colleagues, taking personal responsibility for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain ensuring effective working relationships with Planning all team members promoting a one team culture. • Contribute to team communication and Funding in respect of service learning activities. • Can deal comfortably with Managers at all levels and annual planning work productively as a business partner. • Develop and maintain effective Positive working relationships with Finance developed and Business Analysts in respect of service maintained. • Positive feedback received from managers and annual planning other clients across Southern DHB. • Promote and reporting • Service planning adhere to the philosophy and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness values of the team’s workplan/activity • Work as a member of the wider team by actively supporting DHB mission and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of workingvalues.

Within Southern DHB External to Southern DHB. Executive Leadership  Records and Information Manager  Archives New Zealand (and Regional Archives)  Records and Information Management Specialist  CROWN Records Management  Clinical Records and Coding Team • Similar roles in other Leaders and team members  TIMG Document Destruction  District Library Team including Corporate Records Administrator/Library Assistant (Southland)  Waste Management Limited  Information Services  Other DHBs • Provider Arm GMs and  All Administration staff  Rural Hospitals  Patient Affairs (Otago)  Corporate Services  Service Managers • Ministry of Health • Directors of Nursing • South Island Alliance • Directors of Allied Building, Scientific Property and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts Facilities staff PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree  Minimum of level 2 NCEA or equivalent  Professional qualification or applicable work experience Experience At least 1 year proven experience in a relevant field recordkeeping environment and be familiar with:  Public Records Act (HealthPRA) 2005  General Disposal Authority (GDA) for DHBs 2006  Archives NZ Information and Records Management Standard 2016  Associated resources within the Archives NZ Records Toolkit  Contracts and Commercial Law Act 2017  Using/maintaining physical and electronic records management systems, Planningincluding databases e.g. data input and metadata tagging  Working in a team-orientated, Management, Indigenous Studies etc) • Master’s degree in relevant field • Industry qualification in project management or planning Experience • collaborative environment  Delivering training  Experience in Senior Planning roles a clinical or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship corporate records management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design environment Knowledge and Skills •  Awareness of Classification/Taxonomy for records management  Intermediate MS Office applications and Windows Explorer  Strong interpersonal, written and oral communication skills  Appraisal skills  Technical familiarity with document properties, working with long documents and templates. Confident in the use of network drives and filing systems  Ability to form structure prioritise and execute tasks and make sound decisions and logical judgements in complex operating environments • Knowledge of planning cycles and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment a timely manner  Ability to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities work within a hospital or health setting • A working knowledge and commitment team and/or work sole-charge  Self-motivated  Ability to quality improvement – Lean methodology present ideas in a user- friendly language  Good time management  Ability to multi-task Personal Qualities • Ability  Physical agility and a “can do” attitude  Attention to see the “big picture” in national and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense detail  Sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively humour  Commitment  Resilience KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading and Managing the Planning Cycle • Provision of structure Carry out recordkeeping tasks related to the Service Planning management of clinical and Annual Planning process • Simplification corporate records  Assist with providing professional advice on key undertakings of planning cycle as appropriate • Leading clinical and corporate records services  Assist with the planning cycle management of both physical and communication with managers • Monitoring of performance electronic records and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to information across the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning prioritiesorganisation e.g. vital, reportingsensitive, off-site, in- house, active, inactive, and service archival material  Add to and annual planning help maintain the Southern DHB Records Database (SharePoint)  Respond to and log (corporate) record access requests  Assist with the identification of high value records within all systems and organise these according to predefined structures  Assist with any process improvements  Assist with the organisational structure for business owner identification and approval activities  Records and information management processes are adhered to consistently  Accurate data entry into databases and registers  Filing adheres to business standard  Records and information can be found easily because they are stored and sorted correctly  Workload targets are met  PRA and GDA compliance is improved • Serviceachieved Assist with sentencing of archived records  Assist with sentencing all clinical and corporate records in accordance with the General Disposal Authority (GDA) for DHBs  All records will be allocated a disposal review date and assigned an appropriate GDA class Assist with disposal of (hard-level planning priorities are easily assessed copy) records  Assist with the disposal (destruction and/or transfer) of clinical and corporate records in accordance with the context General Disposal Authority (GDA) for DHBs  All records will be destroyed, and/or transferred to Archives NZ accordance with the GDA following the minimum retention period and with appropriate approval and authority Assist with delivery of local records and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide information training, providing professional advice and support on alignment of service other duties  Assist the Records and annual planning Information Specialist and the Team Leaders (Clinical Records and Coding) with strategic providing advice regarding business and management objectives • Work legislative requirements  Assist with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values training in all aspects of the rolerecords and information management. • Demonstrates behaviours  Undertake duties from time to time that we want may be in addition to see from each other, at our bestthose outlined above but which fall within your capabilities and experience. • Contributes  You respond positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team requests for assistance in own and other initiatives areas, demonstrating adaptability and willingness.  You produce work that seek to improve patient complies with SDHB processes and whanau experiences and/or staffs experience of working.reflects best practice.  Research undertaken is robust and well considered. 

Within Southern DHB External to Southern DHB. Executive Leadership Team Directors of Allied Health, Scientific & Technical • Similar roles in other DHBs Patients, families and Xxxxxx • Provider Arm GMs AHST Professional Leaders (PLs) • Unions • Allied Health Professional Development Facilitator • Tertiary training institutions (Polytechnic and Service Universities) • AHST Staff • Relevant Allied Health Professional Associations and Registration bodies • Operational Managers • Ministry of Health Other service Provider (DHBs, NGOs, PHOs) • Directors of Nursing • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Health Directorate and Leadership • Primary care providers • Portfolio Managers • External Providers • Service Managers and Charge Nurse/Unit Managers • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts Administration Staff PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competenciesSPECIFICATION: ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in Hold registration as per legislative requirements relevant to your profession • Evidence of ongoing personal educational development e.g. undertaking further tertiary level education Leadership Qualities • Drive for results – initiate and build beneficial change; facilitate positive outcomes by supporting ideas of others; use own initiative for achieving future gains; and take action to achieve desired results • Shape the future – maintain the bigger picture and endpoint view; critically analyse situations and determine solutions; use judgement and analysis to define actions for desired results • Show character – model SDHB values expected of others; build relationships – build and demonstrate strong trust; work openly and honestly; create a relevant field (Healthpositive approach to all situations; develop and maintain key relationships and partnerships • Empower others – nurture and support the growth of others; inspire others to bring their best; get others on board and motivate them Experience, Planningknowledge and Skills • Broad understanding of profession specific practice areas • Experience of working with other professions • Facilitation of workforce competencies for scopes of practice • Commitment to the ideals of research, Management, Indigenous Studies etc) evaluation methods and evidence-based best practice and procedures • Master’s degree A sound knowledge of IT systems and applications • Formal qualification or education in relevant field • Industry qualification Skills in project management or planning Experience facilitation of groups • Experience in Senior Planning roles or equivalent demonstrable skills Programme planning, development and evaluation • HealthFamiliarity with government, Government or Social Sector Experience health sector priorities. • Experience Building relationships Personal Qualities • Outstanding interpersonal and working alongside multiple stakeholders to achieve project outcomes communication skills. • Ability to manage network, develop key relationships and lead multiple projects partnership • Innovative, proactive, enthusiastic, and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 years’ experience in the health and disability support services OR equivalent planning roles in another sector • Demonstrated capability and experience in relationship management in the health sector • Familiarity with Te Ao Māori or kaupapa Māori principles as they apply to health service planning and design Knowledge and Skills flexible • Ability to form structure in complex operating environments problem solve • Knowledge of planning cycles Demonstrable peer credibility and methodologies • Familiarity with project management techniques • Experience in the planning or contractual processes of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology Personal Qualities • Ability to see the “big picture” in national and regional planning while also connecting local actions to this • An effective facilitator and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independently. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively respect KEY RESULT AREAS/PILLARS OF PRACTICE: Key Accountabilities: Accountabilities Example of successful delivery of duties and responsibilities Leading Clinical Practice/ Te Mahi Haumanu Clinical Practice • Coordinate the skill mix, work force planning and Managing practice requirements • Facilitate a supportive process for staff with identified clinical/professional competency deficits in partnership with DAHs and appropriate line manager • In conjunction with the Planning Cycle Directors of Allied Health, Scientific and Technical, facilitate the development of clinical leadership using local expert clinicians with special interests • Provision Support clinical staff to optimise interprofessional models of structure practice in order to promote effective, person-centred care Professional Competencies • Maintain own professional registration requirements as directed by the legislation relevant to the Service Planning incumbent's profession • You participate in performance management related tasks • You facilitate staff involvement in interprofessional ways of working relating to improve health outcomes • You recommend local experts with special interests for AHST representative roles • You provide evidence of team participation in developing and Annual Planning accomplishing common goals • You provide evidence of collaborative practice and team education to promote person-centred care and improve health outcomes • You maintain your professional registration • You have an up-to-date professional development plan Leadership and Management/ Te Ārahi me te Whakahaere Leadership • Maintains a shared vision which is future focused, challenges the status quo and builds commitment of others to support the change journey • Be realistic and ensure effective action is taken to achieve desired results, despite any constraints • Identify and take action that will test and expand areas for future gains within a supportive environment • Builds a positive climate and relationships of support and encouragement which allows others to achieve their potential • Consistently demonstrates strong positive personal values of integrity, honesty and ethics and behaviours they expect of others • Promote evidence-based best practice for improvement initiatives • Be positive and proactive in relation to organisational developments, inspiring and supporting others to improve services • Promote best practice and support research • Work collaboratively with all members of the health care team to enhance patient care delivery • Promote cost effective clinical practice Recruitment • Advise on minimum clinical requirements for vacant positions • Oversee and advise where necessary on recruitment • Determine that all credentialling requirements are met prior to appointments • Advise on salary scale placement • Ensures there is always clarity of destination – a shared vision • Initiates and produces beneficial change • Takes decisive action that will lead to the greatest gain • Uses networks and feedback to understand the climate, culture, constraints, and politics of a situation, and uses this to move forward constructively • Understands boundaries of comfort zones, and consistently takes action to test and expand these • Provide evidence of supporting staff, using a variety of formal and informal methods • Maintain district, regional and national links • You participate in recruitment related tasks Teaching & Learning / / Ako Atu, Ako Mai External Liaison • Maintain strong links with the relevant tertiary training institutions, consistent with the Southern District Health Board’s commitment to professional development and responsibilities for teaching and education • Oversee student placements and completion of relevant documentation orientations (where applicable) • Ensure documentation related to student placements is completed (e.g. unpaid staff status, MRSA clearance, safety checking requirements, identification badges issued and returned) (where applicable) Practice Standards / Career Development • Oversee the implementation of competencies for practice as per the requirements of the relevant registration body and of legislative requirements • You complete appropriate paperwork and submit this in a timely manner • You adhere to AHST Credentialing Framework • You produce evidence of overseeing credentialling processes using AHST SharePoint site for Appraisals Credentialling. • Ensure processes are in place to implement and monitor professional standards of all staff • Ensure there is a process in place for all staff to have an appraisal, professional development plan and clinical supervision • Simplification Facilitate the provision of planning cycle high quality education and support for staff • Collaboratively facilitate remedial performance improvement processes where performance or competency issues are identified • Advise on career progression • You produce Profession-specific education work plans developed in partnership with the AHST Professional Development Facilitator where appropriate • You provide evidence of other processes documented as appropriate • Leading the planning cycle You provide evidence of advising and communication with managers consulting on profession specific career pathways • Monitoring You maintain a record of performance career progression Service Improvement and reporting of status to key stakeholders • Planning priorities are aligned to wide frameworks • Provide guidance and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding of planning priorities, reporting, and service and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives • Work with sub-speciality departments on planning activities • Provide guidance direction and delegation to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.Research / / Te Whakapai Ratonga me te Rangahau

Within Southern DHB External to Southern DHB. Executive Leadership Team Director of Midwifery • Similar roles in other DHBs Maternity, Quality and Safety Programme Lead and governance group • Provider Arm GMs Primary Maternity System Implementation Steering Group • All Staff associated with maternity services at all levels (clinical & Management) • Paediatrics/neonatologists • Lead Maternity Carers • Staff at Primary Maternity Facilities • General Practitioners / Primary Care Providers • Maternity consumers and Service Managers community representatives • Maternal and infant health stakeholder groups • Ministry of Health • Directors of Nursing Obstetrics • South Island Alliance • Directors of Allied, Scientific and Technical • WellSouth PHO • Māori Maori Health Directorate and Leadership • Primary care providers Team • Portfolio Managers Manager for Women and Children • External Providers Health Quality and Safety Commission • Service Managers Patients, families and Charge Nurse/Unit Managers Xxxxxx • Digital Reporting Team • Medical Directors • Planned Care Manager • Funder Manager • Quality Improvement Advisors • Business Analysts PERSON SPECIFICATION The expertise required for a person to be fully competent in the role. Position specific competencies: Other District Health Boards ESSENTIAL DESIRABLE Education and Qualifications (or equivalent level of learning) • Bachelor’s Degree in a relevant field (Health, Planning, Management, Indigenous Studies etc) • Master’s degree Tertiary qualification in relevant field • Industry discipline e.g. Population/ public health, Quality improvement science, OR Professional qualification in project management or planning Experience • Experience in Senior Planning roles or equivalent demonstrable skills • Health, Government or Social Sector Experience • Experience Building relationships and working alongside multiple stakeholders to achieve project outcomes • Ability to manage and lead multiple projects and to work to strict deadlines • Policy, Project or Quality Improvement Experience • At least 10 relevant clinical specialty e.g. midwifery OR 5+ years’ experience in the project or service management in a health and disability support services OR equivalent planning roles in another sector field Experience • Demonstrated capability and Relevant experience in relationship project management delivery experience and facilitation including planning, budgeting, financial process tracking, workstream management, risk and issue management • Ability to engage across a number of different stakeholders and independent businesses to provide cohesive leadership to the system • Ability to build clinical relationships in the health sector order to plan and consult on action delivery and impact • Familiarity Ability to communicate effectively across primary and secondary services to promote trust and collegiality • Experience with Te Ao Māori or kaupapa Māori principles as they apply Project Management; Quality Improvement Systems; Audit; Research • Ability to health service planning both lead a team and design work well in a team • Ability to work independently and use initiative to achieve desired outcomes. Knowledge and Skills • Communication – excellent written and oral skills; broad computer literacy skills • Understanding of continuous quality improvement principles • Project management skills including risk management • Implementation skills • In-depth knowledge of maternity sector, including practice standards and Ministry service specifications • In-depth understanding of evidence-informed practice • Ability to form structure in interpret and communicate complex operating environments ideas and data • Knowledge of planning cycles and methodologies co-design principles • Familiarity with project management techniques • Experience in the planning or contractual processes Understanding of government services • Commitment to development cultural competencies • Advanced computer skills – word processing, excel • An effective communicator and relationship builder, able to encourage development when other stakeholders have competing priorities • Knowledge and experience of clinical and process activities within a hospital or health setting • A working knowledge and commitment to quality improvement – Lean methodology the Treaty of Waitangi and the importance of reducing inequalities in health outcomes • Understanding and commitment to the HDC Code of Health and Disability Services Consumers' Rights as it applies to maternity • Time management skills Personal Qualities • Leadership ability, including strategic and forward-thinking, orientation to improvement, ability to analyse and synthesize input from broad spectrum of stakeholders, and identify opportunities for improvement • Embodies Southern DHB values of Manaakitanga, Pono, Whaiwhakaaro and Whanaungatanga. Respected professional with ability to develop and maintain excellent relationships with LMCs, primary, secondary and tertiary maternity providers and maternity stakeholder groups in both community and hospital settings. • Uphold confidentiality with a reputation for integrity and discretion • Ability to see the “big picture” work in national a Whole of System improvement framework across professional groups and regional planning while also connecting local actions to this • An effective facilitator hospital and relationship builder • Accuracy and diligence with their work outputs • A team player and effective communicator, both verbally and written • Proactively manage their time and responsibilities and achieve them independentlycommunity settings. • Have a sense of ownership and effectively do what required to achieve the best outcome • Actively develop organizational relationships with various departments and colleagues to work collaboratively KEY RESULT AREAS: Key Accountabilities: Example of successful delivery of duties and responsibilities Leading Develop a robust implementation plan for the delivery of the Primary Maternity System of Care • Involve all relevant stakeholders in the preparation of the plan • Agree timeframes, key dates and Managing interdependencies across the Planning Cycle large number of agreed deliverables • Provision Consult with key groups and stakeholders to socialise the plan • Identify key resources required to get the actions delivered and prioritised. • Ongoing monitoring of structure the implementation plan and managing risk • Implementation plan is agreed Regular reporting to the Service Planning Primary Maternity Implementation Steering Group Lead the implementation of the System of care • Work with the Manager of Primary Maternity Services, the Director of Midwifery and Annual Planning other stakeholders to confirm options for the future location of primary birthing unit(s) in Central Otago / Wanaka. • Develop the Business Case for the Ministry of Health. • Lead the Request for Proposal process to identify the provider of services in the Central Otago / Wanaka area. • Simplification Work with LMCs, Primary Care teams and other stakeholders to ensure that Maternal and Child Hubs are established and that and that every Hub has as model of planning cycle as appropriate care and systems in place to support safe and effective maternity care. This will include review and alignment of hub co-ordination positions • Leading the planning cycle Work with Maternal and communication Child Hubs and Primary Birthing Units to develop telemedicine models. • Work with managers • Monitoring of performance primary birthing facilities to develop a sustainable funding model and reporting of status to key stakeholders • Planning priorities ensure contract issues are aligned to wide frameworks • Provide guidance resolved on budget and direction to the Planning Advisor role • Planning cycles are completed on time • Organisational understanding Work with HR and Director of planning priorities, reporting, Midwifery to develop a district wide recruitment campaign to try and service attract LMCs to the area • Assess the effectiveness of the sustainability package introduced for LMCs and annual planning is improved • Service-level planning priorities are easily assessed in the context of local and national priorities Development of Provider Arm Planning Documents • Support Directorate Senior Leadership Team and Directorate staff with production and monitoring of their service and directorate plans • Provide advice and support on alignment of service and annual planning with strategic and management objectives make recommendations for changes if required. • Work with sub-speciality departments on planning activities the Communication team and MQSP co- ordinator to develop a robust and proactive communications plan promoting the value of primary birthing options in our district • Provide guidance direction and delegation Contribute to work to develop options for primary birthing unit in Dunedin. • Regular reporting to the Planning Advisor on required development tasks • Ensures provider planning priorities are aligned with locality developments Primary Maternity Implementation Steering Group and progress • Support the process for development of annual Directorate Plans and Provider Arm Patient Services Plan. • Effective relationships with services established • Provide advice, demonstrating knowledge and application of health strategies at a national, regional and local level • Effective facilitation of meetings as required Monitoring and Reporting • Provide frameworks for Directorate staff to monitor and report effectively on their service and directorate plans • Prepare high level reports on a quarterly basis • Provide updates of status of service and annual planning across services • Stakeholders have clear understanding of progress and state of planning cycle • Discuss delays (and remedies) in Directorate Plan milestones with Directorates, so that changes as needed can be implemented • Patient Services Plan Quarterly report prepared on time • Provide support and advice in the development and use of appropriate data and reports to monitor output and outcomes Management of relationships with key stakeholders • Executive and Senior Management stakeholders are kept well informed about service planning activities • Support Directorate Senior Alliance Leadership Team and Directorate staff with service and annual planning • Support consultation and consolidation of Directorate Plans and Provider Arm Patient Service Plan • Develop and maintain effective working relationships with Planning and Funding in respect of service and annual planning • Develop and maintain effective working relationships with Finance and Business Analysts in respect of service and annual planning and reporting • Service planning and Annual Planning processes are updated (and changes communicated) in line with stakeholder feedback • Professional relationships are effective and positive Actively contribute to supporting the wider Planning & Funding team • Maintain awareness of the team’s workplan/activity • Work as a member of the wider team by actively supporting and contributing to the overall workplan as required • Attends regular team meetings • Works within projects for the wider team as required Living Southern DHB Values Proactively demonstrating Southern DHB values in all aspects of the role. • Demonstrates behaviours that we want to see from each other, at our best. • Contributes positively to a culture of appreciation, a learning culture, where people feel safe to speak up. • Contributes positively to team and other initiatives that seek to improve patient and whanau experiences and/or staffs experience of working.