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An evaluation of the implications of using each of the sources of finance identified. • Using the BUPA PLC budgetary information, interpret their budget in relation to service provision. • Evaluate capital expenditures and investment projects using different investment appraisal te

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Unit Aims
The aim of this unit is to develop learners’ understanding of the processes involved in the
management of human and financial resources. The unit explores recruitment, and the
management and development of people in the health and social care workplace.
Key financial concepts and tools used by managers in health and social care organisations
are also looked at.
Learning Outcomes –
the learner will:

Assessment Criteria –
the learner can:

1. Understand factors involved
in human resource planning
in health and social care
organisations.

1.1 Analyse internal and external influences affecting
human resource planning in health and social care.
1.2 Explain the determinants of skills required by
health and social care organisations.
1.3 Describe how to address any skills gaps which
might exist in an organisation.

2. Understand recruitment and
retention aspects in health
and social care.

2.1 Explain the factors involved in the planning of
recruitment in health and social care.
2.2 Describe the relevant legislative and regulatory
frameworks that affect the recruitment and
selection in health and social care.
2.3 Evaluate the different techniques used in the
selection process in health and social care.

3. Understand the value of
financial awareness in
managing health and social
care organisations.

3.1 Analyse the role of financial information in
decision-making processes.
3.2 Explain the concept of key financial ratios for
health and social care organisations.

4. Understand the different
sources of finance available
for the health and social care
organisations.

4.1 Differentiate between long-term and short-term
business finance needs of health and social care
organisations.
4.2 Explain sources of finance available to health and
social care organisations.
4.3 Evaluate the implications of different sources of
finance for health and social care organisations.

Task 1 of 2 – Report (ACs 1.1, 1.2, 1.3, 2.1, 2.2, 2.3)
Instructions:
Access the following article :
https://commonslibrary.parliament.uk/the-health-and-social-care-workforce-gap/
Ref: Macdonald, M, The health and social care workforce gap, published Friday, 10th January
2020

OTHM LEVEL 6 DIPLOMA IN HEALTH AND SOCIAL CARE MANAGEMENT ASSIGNMENT BRIEFS

14

NOVEMBER 2020 | ASSIGNMENT BREIFS WWW.OTHM.ORG.UK
Having read the article, prepare a report, in which you:
• Analyse internal and external influences affecting human resource planning in health
and social care.
• Explain the determinants of skills required by health and social care organisations.
• Describe how to address any skills gaps which might exist in an organisation.
• Explain the factors involved in the planning of recruitment in health and social care.
• Describe the relevant legislative and regulatory frameworks that affect the recruitment
and selection in health and social care.
• Evaluate the different techniques used in the selection process in health and social
care
Delivery and Submission:
• 1x Report (1500 words) excluding diagrams, references, and appendices.
Task 2 of 2 Business Report (ACs 3.1, 3.2, 4.1, 4.2, 4.3)
Instructions
You are required prepare a business report for Health Care Managers to ensure they
understand the value of financial awareness and the different sources of finance that are
available in managing health and social care organisations.
For research, you should review the published accounts of BUPA PLC, which can be
downloaded from https://www.bupa.com/corporate/our-performance
Your report should include the following:
• An evaluation of the financial statements of BUPA PLC. You should evaluate the
structure, format and requirements of their published accounts.
• An analysis of the role of financial information in decision making.
• An explanation, showing the key differences, between long and short term business
finance needs for health and social care organisations.
• An explanation of sources of finance available to health and social care organisations,
such BUPA PLC.
• An evaluation of the implications of using each of the sources of finance identified.
• Using the BUPA PLC budgetary information, interpret their budget in relation to service
provision.
• Evaluate capital expenditures and investment projects using different investment
appraisal techniques.
• Make recommendations for financial management for BUPA PLC.
Delivery and Submission:
• 1x Report (1500 words) excluding diagrams, references, and appendices.
Referencing:
• You should use and cite a range of academic and reliable sources.
• A comprehensive Harvard style reference list must be included at the end of the work.
Evidence to be submitted:
• Report – 1500 words
• Business Report – 1500 words

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