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Working together for excellent healthcare in North Norfolk and rural Broadland


How do we make sure patients are involved in our commissioning work?


Engaging with a wide range of stakeholders is a core commitment of the five NHS Clinical Commissioning Groups (CCGs) in Norfolk and Waveney.  This means that our population can get involved in shaping the work we do.

The CCG’s Communications and Engagement Team leads on supporting effective and coordinated engagement across the organisation.

But all staff have a responsibility to promote patient and public engagement, and many will have an active role in planning and delivering engagement and consultation activities.

The needs and views of patients and the public should be reviewed at every stage of the commissioning cycle:



To make sure engagement is consistent, measurable and responsive to the needs of the stakeholders we work with, the CCG has developed some simple templates to identify and plan engagement around commissioning projects.  

These templates are designed to be revisited regularly to update as required throughout a project as it develops.  They will be stored alongside other project documentation, and will be part of the internal governance reporting and monitoring processes of the CCG.


How do the templates support planning?

Ideas template:   At the very start of a project, CCG officers are asked to think about whether their project could cause concern to a local community or group of patients, and capture this as part of an ‘Ideas Template’.  This helps us begin to design the most effective approach to engagement, and helps us plan for an increase in activities such as media enquiries, complaints or Freedom of Information (FOI) requests.

Communication and Engagement Plan

  • Is this project likely to be contentious, or face strong local or national opposition?
  • Is it likely to cause an increase in complaints, FOIs?

(word count 100)


Equalities Impact Assessment (EIA): It is essential when planning any engagement activity that we pay due regard to how any projects may affect people living with a range of protected characteristics, such as age, ethnicity and gender.  This is done by completing an Equalities Impact Assessment.  This is reflective of the CCG commitment to the Equalities Delivery System (EDS2)

We also need to assess any effects on health inequalities where differences in health status, or in the distribution of health resources, can have an effect on different population groups. For example, where a physically isolated community with poor transport will have poorer access to a service.  This is then summarised in the full Project Initiation Document (PID):


Impact Assessments

Equality Impact Assessment (EDIA)

This assessment reviews the implications of the policy/service redesign for those people with protected characteristics covered by the Equality Act (2010). It is intended to demonstrate that in developing this policy/service we have had due regard for our general equality duties to

  • Eliminate unfair discrimination
  • Promote equality of opportunity
  • Promote good relations between those who share a protected characteristic and those who do not.

Please provide a link to the completed EIA.


Engagement Trigger and Needs Assessment Tool:  Once a project develops from an ‘Idea’ to a full project, we use a template to help assess what level of engagement the project ‘triggers’.  This will range from low impact activity, such as notifying the media team, to high intensity activity such as full scale formal consultation.  The template also helps the project manager with detailed planning.  They look at what information exists already, where on the ‘ladder of engagement’ their engagement best fits, what engagement activity should be done, and what resources are needed.

A good example of the ‘Ladder of Engagement’ with supporting information can be found on the Think Personal Act Local website: https://www.thinklocalactpersonal.org.uk/Latest/Co-production-The-ladder-of-co-production/

When we have developed a clearer picture of the engagement that is needed, this is then summarised in the PID.