The decision
Describe the administrative journey in plain language, including who responds and what the next conversation covers. Have the care provider approve care and suitability information.
Rehearse this before accepting the change
Follow a fictional family enquiry through to its confirmation.
Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.
Choose a useful measure
Count enquiries requiring clarification about the next step.
Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.



Your planning worksheet
Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.
Entries stay in this page and are not submitted to Kay & Co. Download your notes before leaving; the page does not save them.
Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
Turn the brief into a working service
Kay & Co. can help you scope the work, design the experience and deliver the right solution for your organisation.
Explore websites & patient experience services or discuss your project.
Try the free Healthcare Digital Planner to find your starting priority.