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Case Study
Leeds Teaching Hospitals NHS Trust

December 2015 – February 2016
All NHS organisations are required to deliver a balance financial plan and key to that is the delivery of the cost savings required within that plan. The current assignment involves the establishment of a fit for purpose tailored Project Management Office for the Trust. This involved the agreement of the “rules of the game” relating to savings in 2016/17 as well as setting up support services to assist the Clinical Services Units (CSU’s) with the initial identification and quantification ion the savings.

In addition an education and support package is being developed to assist the Trusts students and trainees orientate themselves into the Trust and help guide them through the early stages of their NHS career. This will involve group and individual work and the delivery of specific training presentations.
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Case Study
Calderstones Partnership NHS Foundation Trust

December 2015 – July 2016
The proposed acquisition of the Trust by Merseycare NHS Trust will be developed culminating in the acquisition of Calderstones with effect from 1st July 2016. Ensuring that the business as usual, and the business case development progress smoothly, support is being provided to the Finance Director and acquisition work streams to ensure the smooth approval and acquisition take place during the first half of 2016.    

Business case development and acquisition accounting support will be provided as part of the assignment ensuring a smooth approval by both Boards and all other approvers including Monitor and Commissioners as required.
Mersey Care NHS Foundation Trust
July 2016 to October 2016

Mersey Care NHS Foundation Trust was invited to bid to become a provider of Community Services across Liverpool and Sefton and participate in a tender process involving 3 other NHS Providers. Working as part of the bid team support was given to build a robust bid culminating in the award of "preferred bidder" for the Sefton Community services. This is a circa. £23 million pound bid requiring multi disciplinary working to cost the "clinical model" of service provision.
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