The purpose of this part of SRI 2 is to help practitioners reflect on the service information, through a structured process facilitated by the coordinator. This opportunity for reflective practice generates discussion and scores and that are fed into the SRI 2 website by the coordinator and used later in the creation of the action plan.

Service information is one of the three sources of documentary data, the other two being assessments and care plans.

The service information data collection sheets are printed from the SRI 2 website and used to record practitioner's ratings and comments. The first page of these data collection sheets contains the following guidance.

SRI 2 Data Collection Sheet - Service Information

About this data collection sheet

This sheet forms part of the SRI 2 data collection process. Completing this sheet will help your service reflect on whether the service information you have selected for review is recovery focused.

Complete one data collection sheet to review all service information. Reviewing service information should take no more than two hours.

Service information is the set of documents that explain what the service is and what can be expected of it, its ethos and values and how it is regulated.

This information may come in the form of:

  • Welcome packs and leaflets
  • Discharge Packs
  • Service website
  • Policies and procedures
  • Guidelines
  • Protocols

In gathering data we recommend:

  • You select the service information that is most relevant to each statement. For example for the statement 'Personal choice is identified as fundamental' you may choose to review a welcome pack.
  • That service information reviewed should be current.
  • As many of the team as possible are involved in reviewing information.
  • Protect confidentiality by ensuring information recorded is anonymous.
  • Only use evidence from the service information. Staff interpretation and opinion should not be counted as evidence.

Gathering information

Once you have selected and reviewed the most appropriate service information:

  • In the space provided write examples of how the service information matches the opening statement, e.g. Personal choice is identified as fundamental.
  • Based on the extent to which you think the service information matches the statement make a judgement on a scale of 1 to 5, where 1 is strongly disagree and 5 is strongly agree. If the indicator is not applicable or relevant to your service circle NA.
  • The person co-ordinating should retain the completed sheet for later use. They will enter the scaled responses into the SRI 2 website. Supporting evidence and examples recorded on this sheet will be discussed during the action planning stage.

Recovery Indicators and associated statements

There are ten recovery indicators eight of which are considered in relation to service information. Each of these has an associated statement that recovery focused services would aspire to, for example the first recovery indicator is Personalised services are provided, and the associated statement is Personal choice is identified as fundamental.

The recovery indicators and associated statements are shown below.

IndicatorAssociated statements to rate between 1 and 5
Basic needs are identified and addressed. NO DATA REQUIRED
Goals are identified and addressed. NO DATA REQUIRED
Personalised services are provided. Personal choice is identified as fundamental.
Service is strengths based. Strengths based approach is promoted.
Service promotes social inclusion. Information is provided that promotes social inclusion.
Service promotes and acts on service user involvement. Information is provided that promotes service user involvement.
Informal carers are involved. Information is provided that promotes informal carer involvement.
Service encourages advance planning and self management. Information is provided that promotes advance planning and self management.
Staff are supported and valued. Training, supervision and wellbeing policies or initiatives exist.
Practice is recovery focused. Information is provided that identifies recovery focused practice as fundamental.

Guidance for Rating

This section of the guidance will help the team rate the service information against the statements, and offer suggestions as to what kind of factors influence the rating. The service information can include welcome packs and leaflets, discharge pack, service website, policies and procedures, guidelines and protocols.

The degree to which practitioners feel the service information achieves the aspirations of the eight statements will be derived from hard evidence recorded in the service information, as opposed to being guided by a general feeling or subjective opinion.

The selected service information should be reviewed in line with the most relevant statement. For example, you may choose to review a welcome pack to reach a judgement on the statement 'Personal choice is identified as fundamental' whereas you may choose to review a human resources policy to rate against the statement 'Training, supervision and wellbeing policies or initiatives exist.' Your rating should be justified by supporting evidence from the service information. You may prefer for one person to review all service information or to take a group approach.

It is possible to print out more than one data collection sheet for service information. You may choose to use this facility where you feel you have a piece of service information against which you would like to rate all of the statements. In most cases printing one data collection sheet and rating statements against the most relevant piece of service information will suffice.

Statement 1 Personal choice is identified as fundamental

The team will seek written evidence from the service information selected suggesting that the personal choice of the individuals using the service is fundamental. This will be found in the relevant parts of service information. It is likely that the leaflets and welcome pack for service users and carers would be among the places where personal choice is described as fundamental.

The team will look for how and where in the service information the issue of giving people a menu of choices and options is raised and what degree of emphasis it is accorded, for example:

  • Is personal choice explicitly mentioned?
  • Is personal choice referred to frequently?
  • Is personal choice implied rather than mentioned?

Service information that scores highly will be explicit and intentional in expressing the fundamental nature of personal choice and will acknowledge that the service should be tailored to take account of personal preferences.

Statement 2: Strengths based approach is promoted

Again this involves seeking written evidence across the range of service information which indicates that the service understands and promotes a strengths based approach.

Questions to consider include:

  • How does the service information promote a strengths based approach?
  • How explicit is the commitment to making use of expertise gained through lived experience?
  • Does the service information refer to the values and strategies compatible with a strengths based approach?
  • Does the service information explain a strengths based approach to the people using the service and their carers?

Service information awarded a high score against this statement would have written information across a range of documents that demonstrated an understanding of, and commitment to strengths based practice.

Statement 3: Information is provided that promotes social inclusion

Highly rated service information will make reference to social inclusion and the role of social connectedness in recovery. There will be specific reference to the mechanisms and strategies that the service will employ to enhance social inclusion and acknowledgement that engagement with wider community is a key element of the overall service plan. The service information may refer to community partnerships such as mainstream housing, education, employment, health, social, leisure, and faith groups.

Statement 4: Information is provided that promotes service user involvement

Service user involvement enables people to participate in the plans, decisions, and actions that will affect their lives. It involves empowering the people using the service to influence the design and delivery of the service and reinforces their role as collaborators and partners in the process. Service user involvement helps people be active in working towards their aspirations and highest potential.

Highly rated service information would be explicit about service user involvement, welcome it and frame it as a right rather than a privilege. There would evidence of systems in place that promoted service user participation intentionally.

In high scoring service information the mechanisms that support service user involvement would be described. These might include:

  • Service user questionnaires.
  • Suggestion boxes.
  • Member of staff responsible for service user involvement.
  • Peer research.
  • Focus groups.
  • Exit interviews.
  • Regular reviews.
  • Support for service user led groups with facilities provided to make these meaningful.
  • Involvement of service users in staff recruitment.
  • A service user involvement policy or charter

Statement 5: Information is provided that promotes informal carer involvement

Service information scoring highly against this statement would contain evidence that the service sought to involve informal carers from the very outset and that this was a valued aspect of recovery focused service provision. Such service information would make it clear that informal carer involvement and participation is welcome and that mechanisms were in place to support this. The promotion of informal carer involvement in the service information might include:

  • Leaflets or other literature welcoming informal carer participation.
  • A description of the type of involvement opportunities carers can expect from the service.
  • A description of the limits of informal carer involvement.
  • Information on confidentiality and consent.
  • Information on how informal carers perspective is incorporated.
  • Information on informal carer needs assessment.
  • An informal carer involvement policy or charter

Highly rated policies would explicitly describe the service commitment to informal carer participation and training policies would allude to this too.

Statement 6: Information is provided that promotes advance planning and self management

Service information that is rated highly against this statement will contain evidence that the service is committed to involving people in the planning of their treatment. Where there is the possibility of compulsory treatment there would be information available about Advance Statements and how they can be used to cover treatment wishes – both refusal and acceptance of treatment.

There would be information making service users and their informal carers aware of their right to make a 'personal statement' covering wider aspects of their preferences such as arrangements for pets, contacting relatives, or any other preferences.

Information would be available about practical issues such as the recording of the intent of an advance plan, who will know about it and where it is to be kept.

High scoring service information will provide guidance on a range of self-management options including plans to be made by the person for the future, including periods of poor mental health. Information would be available about examples of these such as Wellness and Recovery Action Plan (WRAP) which is a structured plan developed by the person using the service.

Statement 7: Training, supervision and wellbeing policies or initiatives exist

Service information rating favourably against this statement would contain training, supervision and wellbeing policies or initiatives that are indicative of a recovery focused environment. Frontline services tasked with addressing the recovery of individuals experiencing mental health problems require high quality training, support, supervision, leadership, and other development opportunities.

Supervision is a key conduit for recovery focused practice. Access to support and supervision contributes to the wellbeing of the workforce, which in turn supports recovery oriented reflective practice. There may be evidence in the service information that the Human Resources department also has a strategic overview on supporting a recovery oriented environment through its recruitment and other policies. These could include such matters as recruitment of peer support workers and others with lived experience of mental health problems, and descriptions of the recovery oriented values and attitudes expected of employees.

High scoring service information shows the organisational perspective on the principles of recovery and how the staff are supported to make a difference and look after their own wellbeing. There would be an emphasis on the workforce being reflective practitioners and this would be embedded in the workforce development plan. There would be evidence of a learning and development programme which covered a range of recovery oriented matters including equalities, awareness of culture, gender, and sexuality, and which considered trauma informed practice and strengths based practice. There may also be evidence that informal carers and the people who use the service are considered in the training programme too where possible.

Learning and development and other policies would emphasise the multi disciplinary approach required in a recovery oriented service and give equal value and priority to all practitioners.

Statement 8: Information is provided that identifies recovery focused practice as fundamental

For service information to score the highest rating in the light of this statement there would be evidence recovery focused practice was embedded across a range of service information. This would be explicit and the word 'recovery' would be appear along with guidance as to how it is implemented in the context of that service.

The key components of recovery focused practice would be mapped out in clear and simple language both in the information for the workforce and for the people who use the service and their informal carers. The service information would describe how key recovery components such as active listening, strengths based practice, offering choices, social inclusion, commitment to equalities, partnership and collaboration are played out in practice in the service. The service information would express the spirit of optimism and hope that is so vital to recovery. The service information would convey the view that setbacks and distress while inevitable are just a normal part of the recovery journey.

The highest scoring service information would include reference to the Scottish Recovery indicator as one aspect of how the service enacts and embeds recovery focused reflective practice. Diagnosis symptoms and risk management would be seen as only one aspect of an overall holistic perspective on service provision.

The service information would seek in tone and content to promote the involvement of the person using the service, enshrining their role as partners in their assessment, care plan, and the associated decisions made around these.

Scoring and rating

Each statement will be considered and the highest score of 5 awarded where there is clear evidence across the range of service information that the service has met the aspirations of the statement.

A score of one would result if it was found that there was little or no evidence that the aspirations of the statement had been met.

Arriving at a fair score between 1 and 5 is a matter of judgement based on reflection, discussion, and the application of reasoning regarding the quality and quantity of evidence.

The N/A (not applicable) option would be recorded in services where the statement is not applicable or relevant to the service or the person using the service.