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How to draw up a local charter

Contents

Flowchart
What local services say...
Chapter 1 - Introduction
Chapter 2 - A local charter
Chapter 3 - Getting started
Chapter 4 - Consulting and involving people
Chapter 5 - Local charter standards
Chapter 6 - Putting things right
Chapter 7 - Working with other service providers
Chapter 8 - Format and design
Chapter 9 - Publicity and distribution
Chapter 10 - Monitoring and reviewing of local charters
Annex A - Summary checklist for producing a local charter
Annex B - Local charter contacts
Annex C - Further information and publications
Annex D - Charter Mark

Chapter 3  - Getting Started

Key points

Have you planned ahead?
Have you identified who uses your service and decided how best to involve them?
Do you know what aspects of your service matter most to users?
Have you considered how best to involve your staff and taken account of their views on what the charter should cover?
Have you considered how to involve other local service providers?
Have you got commitment from top management?
Who will lead the work and what support will be made available to them?
What are the resource implications – how much will it cost and how much time will be involved?

3.1 There is no one way of producing a local charter, but there is plenty of help available. This includes existing charters and frameworks for developing charters. You might find it useful to contact organisations that have already produced their own local charter, or people involved in their development. You will find some contacts in Annex B. The Quality Networks referred to earlier may be able to help. You might also find it useful to look at some of the documents listed in Annex C.

Plan ahead

3.2 When you develop your local charter, you will not necessarily be starting from scratch. You, or colleagues, may have been involved already in making improvements to your service and finding out what users want from you. Build on this. Above all, you will want your users to value the service described and your staff to be committed to delivering it.

3.3 Produce a plan of how to take the work forward. Ensure that your staff are fully involved. You will need to identify and consult your users and find out what they want to see included in your local charter (see Chapter 4 – Consulting and involving people). The support of staff and users is critical.

3.4 Think about how your charter will fit with any communications and performance management systems that are already in place in your organisation or are being developed. For example, a local charter could be one of the mechanisms for explaining how a local authority is working towards Best Value, including:

when the performance of specific services will be reviewed;
what performance targets, national and local, have been set; and
how users are being consulted and how this will help set targets and improve services.

3.5 You will also need to do the following: 

get support from your top management. Their commitment to creating a culture that supports a clear focus on users’ needs is essential in getting the process off the ground and needs to be obtained at the earliest opportunity. Support from management should include agreement to commit resources, time and equipment. Local authorities need the support of elected members. You are likely to be competing for resources with other priorities, and will need to put forward a strong, convincing case outlining the benefits of a local charter for you and your users. This might include an outline of how much it will cost to develop, produce and implement. The guidance on "Involving users: Improving the delivery of local public services" and its four companion case study reports confirm that there are real benefits and cost savings to be made;

allocate responsibility for preparing and implementing the charter. Developing the charter is a collaborative process, and should involve staff, users and others. However, you should ensure that people are identified to undertake key tasks such as managing the process, carrying out the consultation exercises, analysing comments, negotiating new delivery systems if necessary and gathering and discussing performance information, and that someone has overall responsibility for preparing and implementing the charter. This person should have ready access to top management. You might consider employing someone who has had experience of using the type of services you provide to help you produce your charter;

consider producing cross-sectoral charters. You may want to produce cross-sectoral charters, if you are dealing with issues like services for young people, the elderly, or community care. This sort of local charter can help different groups providing public services to target particular areas of need, for example, health improvement at a local level through the involvement of the local health council, health board, GPs, local authority, voluntary services and local people; and 

work out the time and cost involved and draw up a timetable. You will need to work out how much time will be involved in meetings with staff and users and think about whether you already have the training and information systems you need. Producing a charter can take a long time, especially when it cuts across a number of sectors (for example, a community care charter will need to involve health, housing, social services departments and voluntary organisations). Allow enough time to produce the charter, brief staff on its use, and launch it. If more than one agency is involved, allow for the extra time that the process might take. The "Involving users: improving the delivery of local public services" guide and its companion reports contain information on time spent and costs incurred in developing charters and action plans. If you are developing a cross-sectoral charter, you will need to discuss the cost implications with relevant services. You will also need to estimate the costs of printing, advertising and sending out your charter, and any costs associated with postponing other work. You could look at the possibilities of getting sponsorship for your charter to help with costs.

Writing a charter is just the beginning

3.6 Your charter will develop over time. But from the start you will need to think about how you will: 

produce a charter that you can deliver;
make sure you are setting the right standards;
develop systems to measure how you carry out your charter commitments;
let your users and staff know how you are performing and what you are doing to improve things; and
provide a remedy if you do not meet the standards set out in your charter.

Sutton Coldfield College has had its Charter since 1993. The Charter is reviewed each year along with the levels of service provided in consultation with staff and users. The nine sections cover:

Contacting the College
Applying to the College
On joining the College
On programme while at College
On completion
How to deal with problems
Employers services
The community
Student responsibilities 

Where possible the Charter refers to measurable targets for the levels of service that students, prospective employers and neighbours of the College are entitled to expect.

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