Handover deliverable · 6 of 6 · Target M1–M6

Ideas under test

Portfolio of ideas tested, promoted, parked or dismissed — Test and Scale in practice.

DRH migration context: Legendary Care (case-based) → PathwayOne (action-based). Parallel run Dec 2025–Jan 2026; Mar 2026 definition crunch.

Test and Scale in practice — from Test and Scale: probe routes cheaply, promote what works, dismiss what misleads during migration.

ID	Idea	Status	Month	Outcome	Artefact
IDEA-01	Weekly demand/capacity pack	Promoted	M4	Replaced spreadsheet; promoted to deliverable	Demand Capacity Productivity
IDEA-02	Reporting assurance single pack	Promoted	M3	Reduced overlap; clearer publish gate	Reporting Assurance During Migration
IDEA-03	4-week backlog forecasting	Dismissed	M4	18% overshoot during definition change — dismissed	demand_capacity_insights.csv
IDEA-04	SPC on referral counts	Parked	M4	Too noisy during migration — park until OPT-C signed	Kpi Definitions Register
IDEA-05	Manager 1:1 performance conversation guide	Under test	M4	South team pilot in progress	Ideas Under Test
IDEA-06	DNA recovery slot analysis	Under test	M4	Linked to INS-02; 4-week pilot agreed	demand_capacity_insights.csv
IDEA-07	RosterFlow capacity integration	Parked	M5	Blocked on PathwayOne stabilisation	Demand Capacity Productivity
IDEA-08	PIP / underperformance support pathway	Under test	M4	Pilot with HR BP; not yet scaled	Ideas Under Test
IDEA-09	Trust-wide MH demand forecast	Parked	M5	Parked — definition noise invalidates model	six-months-trusted-performance
IDEA-10	Board slide confidence column	Promoted	M5	Embedded in senior brief; dashboard withheld	Senior Performance Brief

Idea cards

Promoted · M4

Weekly demand/capacity pack

Hypothesis: Service managers need one weekly view not spreadsheets

Test: Prototype with 2 CMHT leads for 6 weeks

Outcome: Replaced spreadsheet; promoted to deliverable

Demand Capacity Productivity

Promoted · M3

Reporting assurance single pack

Hypothesis: Risk, validation and confidence belong in one narrative

Test: Merge three registers; review with BI + performance leads

Outcome: Reduced overlap; clearer publish gate

Reporting Assurance During Migration

Dismissed · M4

4-week backlog forecasting

Hypothesis: Simple linear forecast supports agency planning

Test: Forecast W18–W21 using dashboard referrals

Outcome: 18% overshoot during definition change — dismissed

demand_capacity_insights.csv

Parked · M4

SPC on referral counts

Hypothesis: Control charts detect definition drift early

Test: Pilot chart on Mar weekly referrals

Outcome: Too noisy during migration — park until OPT-C signed

Kpi Definitions Register

Under test · M4

Manager 1:1 performance conversation guide

Hypothesis: Structured conversations improve underperforming teams

Test: Pilot guide with 2 CMHT leads; template + prompts

Outcome: South team pilot in progress

Ideas Under Test

Under test · M4

DNA recovery slot analysis

Hypothesis: Targeted recovery slots reduce DNA without extra WTE

Test: Link DNA trend to wait times; pilot in South

Outcome: Linked to INS-02; 4-week pilot agreed

demand_capacity_insights.csv

Parked · M5

RosterFlow capacity integration

Hypothesis: Roster data improves WFA index accuracy

Test: Join RosterFlow hours to weekly pack

Outcome: Blocked on PathwayOne stabilisation

Demand Capacity Productivity

Under test · M4

PIP / underperformance support pathway

Hypothesis: Productivity variance flags need structured HR pathway

Test: Pair contacts/WTE outliers with conversation guide

Outcome: Pilot with HR BP; not yet scaled

Ideas Under Test

Parked · M5

Trust-wide MH demand forecast

Hypothesis: Statistical forecast supports directorate planning

Test: Review time-series after 6 months clean data

Outcome: Parked — definition noise invalidates model

six-months-trusted-performance

Promoted · M5

Board slide confidence column

Hypothesis: Leaders need explicit confidence on each headline

Test: Add column to senior brief template; Mar 2026 draft

Outcome: Embedded in senior brief; dashboard withheld

Senior Performance Brief

ideas_under_test_register.csv

In plain English

Not every good idea deserves a permanent report or a new dashboard. This register records what we tried, what worked, what we parked for later, and what we stopped because the data or timing was wrong. It shows I test small before committing — and follow through with energy when something proves useful.