This offer is part of a supportive suite of resources available to CCGs.

This toolkit has been drawn up based on best practice developed by the Appointments Commission. It also includes text reproduced from the guidance on appointments on which the Council for Healthcare Regulatory Excellence consulted over the summer of 2012. A final version of the guidance is available at www.professionalstandards.org.uk. We are very grateful to CHRE for permission to publish this.

This resource covers all the steps CCGs may wish to consider in the appointment process for lay members. It includes practical checklists and points to consider from drawing up the role description through shortlisting, interview and appointment, as well as suggested templates for shortlisting, interview records and letters.  Click on the links below to get straight to whichever section you are interested in.

While there are material differences between lay members and non-GP clinical members in terms of roles, the underpinning principles and good practice in this toolkit are, in the main, generic and could be used as a basis for the non-GP clinical member appointments process.

The Royal College of Nursing is happy to discuss support they can offer to local CCG appointments panels for the registered nurse role (see contact details for each RCN regional office).

If you have any queries on the appointment process for your lay members please email ccgdevelopment@nhs.net.

Planning the process

• Getting started
• Actions to consider
• Defining the Role Description
• Key timescales
• Use of External Providers
• Template specification for recruitment support
• Example timetable

Candidate and Panel Management

• Appointing a Campaign Lead
• How to handle applications
• Candidate management
• Panel management
• Process assurance checklist

Advertising

• Advertising Methods
• Tips for advertising
• Example advertisements
• Optional paragraphs for advertisements

Information Pack, Application Form and Monitoring Information

• Information Pack – what it could include
• Template Information pack
• Application Form – what it could include
• Template Application Form
• Monitoring Information – what it could include
• Template Monitoring Information Form

Candidate Selection

• Selection on merit
• Assessing the individual applicant
• Record Keeping
• External Panel Members
• Discrimination and disclosure of records
• Diversity and Equality

Shortlisting

• Documentation
• Shortlisting process
• Example Application Assessment Record
• Example Shortlisting Assessment Summary
• Example Shortlisting Outcome Schedule
• Sample letter – regret at shortlisting stage
• Sample letter – to the Selection Panel

Interviews

• The Interview
• Sample Candidates Interview Schedule
• Sample Candidate Interview Record
• Sample letter – Interview confirmation for candidates
• Sample letter – to the Selection Panel
• Sample letter – Interview Regret

Appointment

• Sample Appointment Letter
• Sample Appointment Recommendation Report

Please note that the template and sample documents are provided in Word format to allow editing by CCGs.