Tools and resources library

Navigate the available tools using the drop-down menu. This section will be added to on an ongoing basis.

Step of change: Identify

A tool that helps you find what is missing. It looks at where you are now and where you want to be.

A tool that helps build a long-term vision for a system and the steps required to get there.

An overview of an approach that helps service users to write down and post their thoughts and feedback.

A self-assessment tool that helps you to identify ways to achieve high-quality community engagement.

A guide for service change that sets out how best to involve people in decisions about local services.  


Step of change: Understand

A visualisation tool that helps you understand users’ needs, emotions, challenges and opportunities.

A tool that helps to give you an overview of a system and how the parts interrelate to form the whole.

A tool to help you identify variation in journey times using patient information (available on TURAS Learn).

A tool that helps to give an overview of a system and how the parts interrelate to form the whole. 

A tool that helps understand the capacity of team members and the time spent on tasks (available on TURAS Learn).  

A tool to help you identify underlying reasons for a problem by repeatedly asking the question “Why?” (available on TURAS Learn). 

A tool that looks at barriers systematically and helps to challenge and remove or adapt the rules which are creating the barriers.

An overview guiding discussions with a small group of people who share experiences or views. 

An overview of using patient diaries to help gather qualitative information about service user experiences.

A toolkit that helps understand the problem from a range of perspectives before creating a solution.  

A tool that helps understand service users and communicate their needs, feelings, thoughts and behaviours gathered during research. 


Step of change: Develop and design

A tool that helps to show you the plan for reaching an improvement goal (available on TURAS Learn).

A tool that helps understand service users and communicate their needs, feelings, thoughts and behaviours gathered during research. 

A guide that involves patients, carers and the public in option appraisal for care service changes.

A tool that helps turn insights into opportunities for design and explore solutions in a variety of ways. 

A tool that helps rank ideas or projects in order of importance, helps turn insights into opportunities and explores solutions (available on TURAS Learn).

A tool that helps to list, discuss and assess different options for and against a proposed change (available on TURAS Learn).  

An overview of how commissioning helps bring together public, third and independent sectors to work in partnership to deliver support. 

A tool that helps to compare the benefits of an action with the costs related to it.  

An overview of using equality impact assessments to help identify potential disadvantages of change.  

An overview of using strategic planning tools and approaches to identify, address and reduce inequalities. 

An overview exploring strategic planning within the context of sustained workforce challenges.


Step of change: Prototype and test

A tool that helps to test an idea by trialing a change and assessing its impact (available on TURAS Learn).

A tool that helps capture knowledge about what has worked well and what could have gone differently. 

A process that helps to explore and test solutions, and find out what works best before deciding.


Step of change: Review for implementation

A process used by teams to reflect on what happened, why it happened, and how to improve for the future.

A technique that helps improve decision-making by considering multiple perspectives (available through the de Bono Group).


Step of change: Define and implement

A checklist to help plan implementation (available on TURAS Learn).

A tool that helps define the measures proposed for a project (available on TURAS Learn).

A process to bring together public, third and independent sectors to work in partnership.

A visual timeline of tasks that will help a team/individual to identify what tasks should be done and by when (available on TURAS Learn).   


Step of change: Embed and sustain

A tool that helps tackle real problems or issues, through reflecting and learning with people, from their experience and from each other (available on TURAS Learn).

A toolkit that shows you how much knowledge you share with people you know (available through NHS England).

A tool which demonstrates how a group of individuals who share a common interest or profession engage in community learning (available on TURAS Learn).

A toolkit that helps support the evaluation of public involvement and participation in health and care services.

A tool that helps describe who you need to communicate your work to, the purpose of communication, the method, how often and to who you will communicate to (available on TURAS Learn).  


Step of change: Review for spread

A tool which takes you through five questions to help you spread improvement (available on TURAS Learn).

A tool that helps show you if a project aligns with the scale-up model (available on TURAS Learn).

A tool that helps to use stories to communicate and share important learning (available through the Health Foundation).


Enabler: Clear vision and purpose

A tool that helps to build a long-term vision for a system and the steps required to get there.


Enabler: Process rigour

A tool that helps outline the details of what a measure should include (available on TURAS Learn).

A process that helps bring together public, third and independent sectors to work in partnership to deliver support.

A tool that helps define the roles and responsibilities and outline the objectives and goals of the project.  

A tool that helps identify, prioritise and understand stakeholders.  

A tool that helps capture knowledge about what has worked well and what could have gone differently. 

An approach that helps run efficient and effective meetings. 

Project management supporting tools such as a project initiation document, business case, project plan and a risks, actions, issues and decisions log are currently in development.


Enabler: Leadership and culture

A tool that helps understand individuals’ behaviour and build meaningful relationships (available on TURAS Learn).

A resource outlining leadership traits for inclusive cultures and diverse leaders. (available through Leading to Change)

Find out more about leadership and culture in education and training


Enabler: People-led

A resource from the Beryl Institute that will help start meaningful conversations.

A toolkit that helps with embedding principles into practice (available through the Scottish Government).

An overview of a visual tool which can help different groups of people engage in genuine dialogue and develop creative solutions together. 

A guide that helps involve people and communities in the decision-making that affects them (available through the Scottish Government).

A core concept in the Care Experience Improvement Model (CEIM) that helps take a conversational approach to gather qualitative care experience feedback from people.