Abstract

This paper describes an approach to joint consideration of strategic planning problems between Health Authorities and Local Authorities. It is currently being pilot tested in the UK by two Area Health Authorities and their corresponding County Councils. The approach is most effective in planning the provision of health and social services for periods between three and ten years ahead and has been particularly designed for planning the non-acute services. These are the services for which joint planning between the health and social services is most important. Depending on local needs and planning priorities the approach may be used for one or more ‘client groups’ (the Elderly, Mentally Ill, Mentally Handicapped, Physically Handicapped etc.). In the pilot applications the approach is being used in planning for the Elderly client group only. The model now used relies on very simple assumptions, arithmetic calculations, and a heuristic optimisation algorithm, in place of a previous mathematical programming model originally aimed at national planning needs and then adapted to local planning. The revised model has achieved these simplifications, while extending the power of the model to fit local needs, by separating out different parts of the problem corresponding to different stages in the planning process, and developing techniques appropriate to each. In a companion paper 2 2 Balance of Care—a user's view of a new approach to joint strategic planning by RG Borley, SH Taylor and CR West. in this issue authors from the participating Authorities put their views on the pilot applications of the approach.

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