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Integrated planning


Catherine Goodwin ,

Central & Eastern Sydney Primary Health Network (cesphn), Mascot, NSW, AU
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Shane Rendalls,

JohnStaff, Sydney, NSW, AU
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Nataliya Daniel

JohnStaff, Sydney, NSW, AU
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The array of tools and approaches that can support integrated service planning can be daunting to individuals when first tasked with service planning or managing the planning process.  A constraint of engaging an external facilitator may be to commission an expert in one approach that misses key components for effective service delivery. For example, an expert in facilitation of co-design and stakeholder engagement may omit testing the evidence base of options considered or incorporating measurable outcomes into the project design.

As an outcome of the workshop, participants will gain a familiarity and overview of a range of tools and approaches that can be incorporated into codesign, a checklist of items to consider in the planning process and links to further information and resources for independent study.  It will be of value to participants both leading the planning process and scoping the engagement of external facilitators.

A summary of key workshop components and tools covered in each component are detailed below. We will invite prospective participants in the workshop to nominate an issue as the focal point for discussions and worked examples.

Presentation materials will then be customised around one of the issues identified and provided in slide handouts and online distribution. This will provide practical take outs for participants and conference attendees.

Introduction - Introduction of participants, Key learning, objectives, Example project = 10 mins

Program Logic - Overview of program logic using a worked example = 10 mins

Assessing the evidence base - Literature review, Expert stakeholders = 10 mins

Collective Impact - Overview of collective impact approach, key components and enablers  = 15 mins

Measuring activity and outcomes - SMART Goals, Measuring individual and community impact, Identifying data sources and baselines = 15 mins

Co-design - Stakeholder engagement plan, Workshop techniques, Principles of LEAN (11) and pathway mapping, Governance and Risk SWOT analysis = 15 mins

Questions  - Recap and questions = 15 mins


1.             WAGovt. Logic Model Develeopment Guide. In: Australia PEW, editor.: West Australian Government; 2014.

2.             NSWHealth. Developing and Using Program Logic: A Guide. In: Depratment of Health  N, editor. Sydney.

3.             MonashUniversity. Introduction to literature reviews. Melbourne: Monash University;  [cited 2019 28 June]. Available from:

4.             Salignac F, Wilcox T, Marjolin A, Adams S. Understanding Collective Impact in Australia: A new approach to interorganizational collaboration. Australian Journal of Management. 2018;43(1):91-110.

5.             Gwynne K, Irving MJ, McCowen D, Rambaldini B, Skinner J, Naoum S, et al. Developing a Sustainable Model of Oral Health Care for Disadvantaged Aboriginal People Living in Rural and Remote Communities in NSW, Using Collective Impact Methodology. Journal of health care for the poor and underserved. 2016;27(1A):46.

6.             Wang L. Abandon Your SMART Goals: 6 reasons why SMART goal-setting does not work. Personal Excellence Essentials. 2017.

7.             Macleod L. Making SMART Goals Smarter. Physician Executive. 2012;38(2):68-70, 2.

8.             NCOSS. Principles of Co-design. Sydney; 2017.

9.             Mason SE, Nicolay CR, Darzi A. The use of Lean and Six Sigma methodologies in surgery: A systematic review. Surgeon. 2015;13.

How to Cite: Goodwin C, Rendalls S, Daniel N. Integrated planning. International Journal of Integrated Care. 2021;20(S1):214. DOI:
Published on 26 Feb 2021.
Peer Reviewed


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