Annual report template 2022 - 23

Download the new annual report template to showcase how your work has made a difference to local people.
A diverse group of colleagues speak to each other in a modern office space

It's a legal requirement for your local Healthwatch to produce an annual report by the end of June. To help you do this, use our template, which is available in PowerPoint and InDesign formats on the Communications Centre (Brandstencil).

The template includes a branded design, as well as guidance on how to complete your report, what to change and what you need to include in your report.

Please note you will need to be logged in to see the resources on The Communications Centre. There is one account per local Healthwatch, however if you are having problems accessing your account please email hub@healthwatch.co.uk

Visit Communications Centre 

Images

It's great if you can personalise the report with local photography. However, we've also added a new album on our Flickr library, with images that you can use throughout your report.

These images are all selected to fit with the new visual brand guidelines. 

View Flickr album 

Extra support

As always, we are running a series of webinars to help support you in producing your annual report. 

How to use the annual report template

This session will help you to understand how to use the PowerPoint template, from changing pictures, updating text and adding or deleting slides. 

13 April 2023 | 10am - 11.30am

How to write for your annual report

These interactive sessions will show you how you can best highlight your achievements from the last year, how to write great case studies and how to demonstrate the difference your work made. These training sessions will be repeated twice as numbers are limited.

3 May 2023 | 10am - 11:30am

16 May 2023 | 10am - 11.30am

Download your template

You can download the PowerPoint presentation, InDesign templates, and guidance notes below if you can't access the Communications Centre (Brandstencil).

PowerPoint template
InDesign template and Guidance notes

Who to send your annual report to

Once you have published your annual report, you need to send it to:

  • Healthwatch England (use the web form below)
  • Care Quality Commission
  • NHS England - by emailing England.healthwatchannualreport@nhs.net 
  • Senior Integrated Care System leaders for your area
  • The Overview and Scrutiny Committee of your local authority
  • The local authority that commissions your service 

Deadline

The deadline for submitting your annual report is Friday 30 June 2023.

If you have any problems or concerns meeting this deadline, please speak to your regional manager as soon as possible. 

How do I submit my report?

To submit your report, you need to upload your finished document through the web form linked below

Upload your report here

Commissioning an effective local Healthwatch

Read this update to our guide on how to commission an effective Healthwatch.

English local authorities have a legal duty to commission local Healthwatch.  Healthwatch England has a role to play in supporting local authorities with this function to make sure they understand their duty and learn from good practice.  We do this through publishing a guide for commissioners and through individual support to them.

We have launched an update to our guide, following the enactment of the Health and Care Act 2022, and to reflect local authorities’ key learnings from their experience of over a decade of commissioning local Healthwatch.

About the commissioners' guide 

The guide: 

  • explains the key statutory requirements relating to Healthwatch;
  • outlines local authorities' role in commissioning local Healthwatch for their area;
  • explains Healthwatch England’s role and how this relates to both local authorities and local Healthwatch;
  • sets out how commissioners can use the Healthwatch Quality Framework to commission and monitor local Healthwatch;
  • identifies ways that commissioners can set clear expectations on outcomes and impact to ensure their Healthwatch is effective;
  • provides a checklist to support local authorities when developing a tender specification, contract or grant agreement.

Download the guide

Mystery shopping guidance

Mystery shopping is a research methodology that you can use to gain insight into how services in your local area operate from a service user perspective.
A woman with brown hair and wearing a light blue t-shirt is standing to the left. She is talking to a woman with blonde hair wearing a dark blue jacket. They are looking at a pamphlet. Both are wearing sunglasses.

Mystery shopping has many uses. It allows the researcher to experience the service from the view of a service user and can be used to assess various aspects of a service, such as accessibility, customer service or overall quality.

This guide will help you through the process of carrying out a mystery shopping exercise. Topics covered in this guide include:  

  • What is mystery shopping? 

  • Types of mystery shopping 

  • When should you consider mystery shopping? 

  • Planning a mystery shopping exercise 

  • Running a mystery shopping exercise 

  • Ethical considerations 

How to word consent

This document includes examples of how to word consent and explicit consent questions and supporting information to comply with GDPR.
A female clinician in a hospital corridor

Before you start, think about whether you need to collect people’s names and contact details. If you don’t, then GDPR doesn't apply, and you don’t need to have a consent question for personal data in your survey or feedback form. 

This document includes examples of how to word intriductions and questions about consent and explicit consent in:

  • Surveys
  • Webforms
  • Interviews and focus groups

If you have any questions about this guidance or the examples, please contact the research team: research@healthwatch.co.uk

 

Downloads

Consent and explicit consent templates

Data sharing agreement

 All Healthwatch are required to sign a data sharing agreement, take a look at the template.

We rely on local Healthwatch insight to understand trends in how people experience health and social care services. It is also a legal requirement for Healthwatch to share their data with Healthwatch England.

Formalising data sharing 

As part of our work to strengthen our data standards, all Healthwatch are required to sign a data sharing agreement. 

This has been developed on the advice of data protection experts and in line with guidance from the Information Commissioners Office, for any system or process involving data sharing between Healthwatch and Healthwatch England. The agreement sets out our roles and standards of what is expected from the arrangement and each party, with a schedule for each system.

Healthwatch campaign calendar 2023

Download the 2023 campaigns calendar to help you plan your engagement and communications strategy for the year ahead.
A female Healthwatch staff member is showing a pamphlet to a woman who is holding a dog.

About this resource

To help you plan your communications, we have created a calendar that provides you with:

  • Key network communication dates
  • Campaigns that will provide you an opportunity to communicate your work
  • Other communication opportunities
  • Religious dates you might want to mark

This calendar has two separate tabs, including:

  1. A full year calendar view so you can see what's coming up at a glance.
  2. A list of where you can go for more information about specific campaigns.

Download the calendar

Communications Calendar

Circle Interactive standard terms and conditions

Take a look at Circle Interactive's standard Terms and Conditions.
Futuristic NHS

We are here to support those affected by the withdrawal of CiviCRM find alternative solutions. 

For Healthwatch wishing to continue using CiviCRM, you may want to contract directly with a provider suh as Circle Interactive for services including hosting and maintainence. 

Here you can find their standard terms and conditions.

Cost of living survey and guidance

As the cost of living crisis continues, use this template survey and guidance to gather local experiences and carry out engagement with your local community on the subject.
Two men chatting over a stand table

About this resource

The rising cost of living is an increasing issue. To help you gather feedback in this area and understand issues at a local level we have produced:

  • A template survey that can be used as it is, or you can adapt it to suit your local needs when finding out people's experiences.
  • Guidance that will help give you ideas on how to broach cost of living issues in general engagement, help you take your findings forward with commissioners and learn how and why to share your findings with us. 

Downloads

Cost of living resource

Using Excel to collect data

Healthwatch need a way to collect, store and analyse their data. This guidance covers low cost solutions using Excel – part of the standard Microsoft Office/365 suite.
Two Healthwatch staff fill in a form.

Collecting, storing and analysing data can be achieved using a CRM/database like Charity Log or Salesforce. Some Healthwatch have fed back that these solutions are not affordable.

This guidance looks at the pros and cons of data capture using a form or survey tool (Smart Survey), data storage using Excel and briefly touches on data analysis using Excel or Microsoft Power Bi – either the free or subscription service.

There is a step by step guide to setting up Microsoft Forms plus links to the templates for both Microsoft Forms and Smart Survey – both of which you can amend to meet the requirements of your Healthwatch. The templates are based on the Healthwatch taxonomy and there is a commentary on how this applies to the questions in the templates.

Guide to Excel template

Download the guidance
Download the template

Involving more young people in your work

How can you involve more people in your work? Read these top tips and approaches you can take from Healthwatch North East Lincolnshire.
Two people smiling and talking at a Healthwatch event

Speaking to people in your communities about their experiences of health and social care is at the heart of Healthwatch. However, getting some groups of people engaged can be more complicated than others.

Here, Healthwatch North East Lincolnshire share their top tips and four different approaches you can adapt to help you involve more young people in your work. 

Top tips for recruiting young people

We spoke to Tracy Slattery, Delivery Manager at Healthwatch North East Lincolnshire, to find out her top tips:

  • Young people may not come to you to share their views. It’s up to you to go them. Find out if your area has youth clubs and centres. These are great opportunities for raising the profile of Healthwatch. Make local contacts with sports clubs catering to the age group and build relationships for future work  and consultation with young people.
  • Selling your projects to young people can be difficult, so you have to make it engaging, and have short, medium, and long-term wins to keep them involved. Maintain contact, update them regularly and work with them. If they feel part of it from the start, they are more likely to stay engaged. Some young people leave halfway through projects but do not let this dishearten you, as they may have other life priorities.
  • Develop a toolkit for your local Healthwatch that all staff and volunteers can use. Include campaign resources for young people, ice breaker exercises and a set of voting jars and counters that you can adapt for different events and topics
  • Find out where their interests lie; it may be social media, marketing, speaking to people about their experiences or visiting services. Use co-production as a tool to interest them from the start.
  • Young people may only work on one project as this is the only time they can commit. Like any volunteers, they may only want to micro-volunteer on a short-term project, as this is where their interest lies. As a local Healthwatch, the key is to work with them to make that happen.
  • If you have a local Duke of Edinburgh Scheme, contact them and offer to give a talk about Healthwatch. Young people at the different levels of the award must carry out volunteering so you can help them complete their award.
  • Consider offering certificates after 10 hours, 20 hours or 50 hours of volunteering.

Four approaches to consider

  • Involving young people who are in further education
  • Involving young people in your research projects
  • Involving young people in your social media
  • Young Healthwatch Ambassadors

Find out more

We funded Healthwatch North East Lincolnshire to share how they’ve worked to involve young people with their work with others across the network and provide support to help colleagues replicate or adapt those successful methods.

We asked Tracy for her reflections on a small group of local Healthwatch coming together to discuss their approaches and what they all learned:

  • The small group discussion approach worked well, and it was great to get a lot of e-mail contact and questions from the group between sessions.
  • All eight group members got involved with e-mails, phone, and video calls. There was a clear commitment to participating and involving more young people in their work. 
  • A top tip everyone learned was to contact pastoral care tutors and health and social care leads at colleges, as they can often be gatekeepers to large groups of young people and can work as brand advocates.
  • Sharing resources as a follow-up was a great way to help people and save them time creating something from scratch—for example, the volunteer handbook and DBS guidance. 

What have local Healthwatch done as a result?

  • One local Healthwatch is developing an action plan with the other local teams in their Integrated Care System (ICS) patch about how they can involve young people.
  • Most of the group plans to work with higher and further education establishments.
  • One local Healthwatch is working with health and social care students in partnership with their local college to gather rapid insight via surveys that students can do on their phones.

Have you been inspired to involve more young people in your work?

  • Follow Tracy’s top tips and download the supporting resources
  • Contact Tracy for advice. She's happy to chat 

tslattery@healthwatchnortheastlincolnshire.co.uk

01472 361 459

Downloads

Four approaches to involving young people
Example Job description for a Healthwatch Ambassador