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Strategic Finance - PSIF Survey

This survey contains 64 statements and should take approximately 30-45mins to complete. The checklist leads you through the PSIF 2023 statements. You are asked to rate the extent to which you as an individual agree/disagree with each statement with the option to state that you "Don't know", which should be used when you feel you do not have sufficient information about the particular statement to enable you to make a judgment.

At the end of each section there are two comments boxes. The first asks you to provide details of positive examples that support your views on how well the service is performing in relation to the statements covered by the section (strengths), feel free to add links to such information. The second asks you to provide details of how you think the service can improve in relation to the statements covered by the section.

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Service Planning

This section of PSIF explores how the service operates in relation to service planning and performance management. It leads you to consider how effective the service is at this and the role of customers, partners and stakeholders in this area.

Why is Service Planning Important?

Having a sense of purpose is important in any organisation, but having a plan to achieve priorities is crucial. Successful organisations have a sound understanding of what they are and what they want to be, and it happens from planning. They know their customers, their capability and they know where they want to be.

What are Strategies?

Strategies are created to define the vision, values and outcomes of an organisation. They will outline the long-term objectives and identify a clear way in which they will be achieved.

What are Plans?

Plans are created by teams to manage the planned activities. Plans will outline the key objectives, the measurable targets and should outline resources and how teams will use their assets to achieve the objectives and outcomes.

What are Policies?

Policies support the strategies and plans by providing the framework for processes and services to be delivered.

What is Engagement and Consultation?

No organisation operates in a vacuum. Organisations exist to meet the needs of communities, customers, partners and stakeholders and as such they must interact with these groups to find out what they want, expect and need from us.

What are our Customers?

Customers here refer to the services that we support.

1a.1 The service has policies, strategies and plans in place which reflects Best Value as well as financial, political, local and national considerations.
1a.2 The service has policies, strategies and financial plans in place clearly linked to the outcomes identified in the Council Plan/ Transformation Programme.
1a.3 The service can demonstrate effective short, medium and long-term financial planning ensuring that financial information is provided to the appropriate people at the appropriate time.
1a.4 The service has developed a structure that delivers outcomes and priority activities efficiently and effectively.
1a.5 The service can demonstrate how digital innovation has improved service design and delivery.
1a.6 The service effectively manages risk and considers the implications of this for the service.
1a.7 The service has business continuity plans in place that consist of the critical information the service needs to continue operating during an emergency.
1a.8 The service considers how service delivery impacts on the climate emergency and is working to support organisational climate targets.
1a.9 The service can evidence that it considers equality impact assessments at an early stage as part of policy development.
1b.1 The service at an early stage engages and communicates with customers in service design and delivery to ensure they are involved in shaping the service.
1c.1 The service has a robust performance management framework supporting effective decision making, service improvement and risk assessment with clear linkages to strategic plans.
1c.2 Staff see data as a vital asset and value the role they play in producing and using good data.