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An action planning template
This aid to action planning forms part of the toolkit for achieving age equality (www.southwest.nhs.uk/age-equality.html).
It is designed to provide a starting point for pulling together and agreeing your next steps, though if you prefer you can create your own
template.
Our work suggests that an action plan should consider the following material:

The quantitative and qualitative data you have gathered to inform your assessment and the outcomes you wish to achieve in relation to
the criteria covered by the audit.

What you plan to do locally to move the criteria assessed as Red or Amber towards a Green rating.

Local priorities for change and the timescales for addressing these. It is suggested that urgent or ‘short term’ priorities are those that you
agree need to be addressed within the next 12 months, ’medium term’ priorities are those that can be progressed within the next two
years.

What work is already underway that will affect the changes you need to make, and what will require new work?

What are the likely resource implications of implementing changes in these areas?

How and when are you going to share the conclusions of the audit and the action plan with key stakeholders?

How will you maintain engagement and involvement of these key stakeholders and the wider public?

When and how will you review progress on these actions?
Once completed, the action plan should be reported back to the people (such as the CEO of the PCT and Director of Adult Social Services) who
mandated you as a team to undertake the audit of age
An action planning template for addressing issues identified from your local audit
Critical factors requiring
action
Issues raised (including source
of information/evidence)
Actions required to move
closer to a Green status
Led by?
Priority rating
Short term: within 1 year
Medium term: within 2
years
Organisational and
system readiness
Commissioning and service
development
Leadership and managing
change
Involvement and
participation
Workforce development and
human resources
Quality management and
quality assurance systems
Community-based health
and social care
Early intervention and
prevention
Primary and community
care
Personalised care and
support
End of life care
Mental health
www.southwest.nhs.uk/age-equality.html
Critical factors requiring
action
Issues raised (including source
of information/evidence)
Actions required to move
closer to a Green status
Led by?
Priority rating
Short term: within 1 year
Medium term: within 2
years
Public mental health and
prevention
Primary mental health care
Mental health services
Acute care and treatment
Cardiovascular disease
Cancer services
Emergency and urgent care
Planned care
Experience of inpatient care
www.southwest.nhs.uk/age-equality.html