Trust readiness assessor

Pick a trust. Get a plan.

Choose one of the 40 trusts. The nine agents assemble the outside-in signals and the inside-out registers into a readiness report you can act on today.

Trust

Report depth

Last 5 reportsPC Signed in as P. Coleman . BD Director

Trust readiness report

Wirral University Teaching Hospital NHS FT

Score 73.50 . Band Priority-40

WUTH . cleared for internal . run-2026-08-30-1412-pcoleman-wuth . 2026-08-30 14:12 BST

Cleared for internal use. Board-context clearance required for external send.

1. Executive summary

Steward . Herald

WUTH . RBL . CMPC

£500m+ acute trust, three sites, c.5,900 staff, part of the Cheshire and Merseyside Provider Collaborative (CMPC).
Reported deficit of £24m for 2024/25 forces soft-FM into the CFO mandatory savings conversation for FY26/27.
Sodexo already runs the neighbouring CMPC deficit-trust soft-FM contract at 6.8% delivered margin with 96% TUPE retention.
The WUTH 2019 soft-FM RFI stalled on TUPE anxiety, a live objection the value approach must front-foot.
Warm. Chair and DoF are warm-2. The CFO is cold-0 and is the single hardest lift.
P. Coleman sends Prof. Fielding the governance-forward pack this week ahead of the CMPC roundtable in November.

WUTH is warm and the board window is real, so Sodexo should be first in the room rather than third.

CMPC73.50Priority-40Readiness WarmLive triggers (90 days) 2Warmth average 1.2Owner load 3 open

2. Key reasons for change

Ledger . Compass . Beacon

Soft-FM in-house at CMPC-median-below PLACE score

Tier 1 · Governed

PLACE 2024 cleanliness score below CMPC median.

NHSE PLACE survey, Roster . Roster . 2024-09 . Weight 25 (Openness to outsource)

Makes cleanliness a board-visible KPI a CFO can point to when proposing an outsourcing conversation.

Group is actively re-scoping soft-FM at a partner trust

Tier 1 · Governed

CMPC partner trust re-scoping cleaning and portering.

Board papers and trade press, Cartograph . Cartograph . 2026-04 . Weight 25 (Openness to outsource)

Provides political cover for WUTH to consider the same move.

Deficit above CIP target

Tier 1 · Governed

Reported deficit of £24m disclosed 2024/25.

Trust board papers, Ledger . Ledger . 2026-02 . Weight 20 (Financial pressure)

Pushes soft-FM into the CFO mandatory savings conversation for FY26/27.

Chair signalled openness to first-outsourcing

Tier 2 · Working

Confed 2025 corridor conversation with the Sodexo BD Director.

Relationship register, Envoy . Envoy . 2025-06 . Weight 15 (Relationship warmth)

Requires refresh before the CMPC roundtable in November 2026.

Competitor renewal window opens 2027

Tier 2 · Working

The incumbent parent contract renews Q3 2027 at a CMPC-adjacent trust.

Bid-history register, Rival . Rival . 2026-05 . Weight 10 (Competitor exposure)

If Sodexo does not win the WUTH conversation this year, the incumbent will bundle both trusts into a group deal next year.

3. Impact of doing nothing

Rival . Beacon . Herald

What the trust risks

Deficit widens through FY26/27 with no route to a step-change CIP contribution on soft-FM cost lines. Ledger Tier 1 · Governed
PLACE score continues to drag the trust rating in the eyes of the CQC and the Provider Collaborative. Roster Tier 1 · Governed
TUPE anxiety hardens if no cleared case-study evidence is put in front of the DoOps. Compass Tier 1 · Governed
The CMPC partner trust moves first and locks in the delivery template WUTH did not shape. Cartograph Tier 1 · Governed
The board loses political cover on soft-FM as the general-election news cycle turns. Beacon Tier 1 · Governed

What Sodexo risks

The incumbent bundles WUTH into a CMPC group deal at the 2027 renewal. Rival Tier 2 · Working
The Prof. Fielding warm-2 signal expires before the CMPC roundtable. Envoy Tier 2 · Working
Case study CS-021 loses cleared-for-board status when the anonymisation window closes in Q1 2027. Steward Tier 2 · Working
Voice 1 loses the HSJ op-ed slot to a competitor if the abstract is not filed by week 6. Herald Tier 2 · Working
The Kevin editorial track record on first-outsourcing frames the competitor story, not the Sodexo story. Herald Tier 2 · Working

4. Value approach

Roster . Compass . Steward

Framing

Sodexo wins WUTH by leading with TUPE and PLACE, not with cost. The board has to be shown a governed first-outsourcing template that gets cleanliness above CMPC median in Year 1, transfers 96% of soft-FM staff, and delivers a CIP contribution that gives the CFO cover into FY26/27. Cost is the third argument, not the first. Tier 1 · Governed

Service mix

PLACE-graded cleaning. Direct fix to the most visible soft-FM KPI drag on the board. The incumbent PLACE score at a CMPC-adjacent trust ranks bottom quartile. Tier 1 · Governed
Portering. Fastest CIP contribution without workforce reduction below current rota headcount. The incumbent uses agency top-up above 8% of hours. Tier 1 · Governed
Housekeeping. Combined with cleaning it delivers the PLACE and TUPE story in one bid. The incumbent runs housekeeping and cleaning under two managers, not one. Tier 1 · Governed
Estates helpdesk. Introduces the Roster estate-age proposition ahead of the FY28 capital review. The incumbent helpdesk metrics are not published. Tier 1 · Governed
Catering (later). Held for Phase 2. Not front-loaded, so the TUPE-first narrative stays intact. The incumbent patient-experience score in catering is trust-level average. Tier 1 · Governed

Evidence pack

CS-014 (CMPC partner)First-outsource TUPE. 340 staff transferred, 96% retention Y1.mapped to R. Callaghan, DoOpsTier 1 · Governed
CS-018 (NW teaching)PLACE cleanliness 89% to 96% in Y1 of Sodexo delivery.mapped to Prof. J. Fielding, ChairTier 1 · Governed
CS-021 (CMPC deficit)CIP £2.1m in Y1 without workforce cut below current rota.mapped to A. Ashwin, CFOTier 2 · Working
CS-033 (NCM)Portering agency spend down 42% in six months.mapped to M. Ridley, DoFTier 1 · Governed
CS-041 (NENC)Board-level first-outsourcing paper as a governance template.mapped to S. Gilfoyle, CEOTier 2 · Working

5. Hot topics for this trust

Beacon . Herald

CIP without workforce reduction

Tier 1 · Governed

The board is under pressure to hit a CIP target the CFO does not believe is achievable with the current staffing model.

Trust board papers 2026-02, HFMA panel 2026-03 . Beacon

CS-021 CIP case study, HFMA co-published white paper

PLACE score drag on CQC rating

Tier 1 · Governed

A cleanliness score below CMPC median is being called out in the CMPC quarterly quality review.

NHSE PLACE 2024, CMPC quality report 2026-04 . Herald

CS-018 PLACE case study, cleared for external

First-outsourcing as a governance template

Tier 2 · Working

The Chair is talking to CMPC peer Chairs about how a board can do this without political blowback.

Confed 2025, CMPC Chair network chatter . Herald

Kevin editorial track, Voice 3 governed-outsourcing framing. Providers panel slot

TUPE retention rates

Tier 2 · Working

The DoOps is privately concerned that any transfer will bleed experienced staff to competing NHS employers in the area.

Sodexo account-director conversation, Q1 2026 . Envoy

CS-014 TUPE case study, retention 96% Y1

6. Named individuals

Envoy . Steward

Name and role	Warmth	Last contact	Sodexo owner	Envoy advice
Prof. J. FieldingChair · WUTH	Warm-2	2025-06-14	PC P. Coleman	Refresh the Confed conversation before the CMPC roundtable. Frame PLACE and governance. Tier 2 · Working
S. GilfoyleCEO · WUTH	Warm-1	2025-06-14	PC P. Coleman	Introduced by the Chair. Move to warm-2 via the HSJ op-ed follow-up. Do not lead with cost. Tier 2 · Working
A. AshwinCFO · WUTH	Warm-0	-	-- -	Cold. Route via the HFMA panel and CS-021. Do not attempt direct email in a cold state. Tier 2 · Working
M. RidleyDoF · WUTH	Warm-2	2026-03-08	KT K. Telford	The HFMA co-published white paper is the next asset. Send with a personal note. Tier 2 · Working
R. CallaghanDoOps · WUTH	Warm-1	-	TW T. Willis	LinkedIn-connected. The Voice 2 TUPE post primes the CS-014 send-out. Book a Q4 call. Tier 2 · Working

7. Sodexo owner allocation

Envoy

PCP. Coleman

BD Director

Trusts 6 . Individuals 12 . Open actions 5

Owns Prof. J. Fielding, S. Gilfoyle

Prioritise the Fielding refresh. Do not spend more than one hour on Ashwin this week.

TWT. Willis

Ops Director, Healthcare

Trusts 4 . Individuals 7 . Open actions 3

Owns R. Callaghan

Callaghan is the TUPE conversation. Prime with the Voice 2 LinkedIn post first.

KTK. Telford

Editorial

Trusts 3 . Individuals 5 . Open actions 4

Owns M. Ridley

The Ridley HFMA send-out is the highest yield use of your time this week.

Rebalance

Proposed. Reassign Ashwin (currently unowned) to a Sodexo Finance-side voice, not to P. Coleman. Rationale. Cold CFOs respond better to peer-finance framing than to BD framing. Requires a named colleague click on Accept to take effect.

Rebalance proposes only. A named human clicks Accept.

8. Contact plan

Cartograph . Envoy

Person	Touch	Channel	Asset	Owner	Timing
Prof. J. FieldingChairWarm-2	1	Email with governance-forward pack	CS-041 NENC first-outsourcing paper Cleared for external ✓	PC P. Coleman	W4 Tuesday . within 14 days
M. RidleyDoFWarm-2	1	HFMA co-published white paper . personal note	HFMA white paper 2026-08 Cleared for external ✓	KT K. Telford	W5 Wednesday
S. GilfoyleCEOWarm-1	1	Email citing the HSJ op-ed	CS-018 PLACE cleanliness case study Cleared for external ✓	PC P. Coleman	W7 Monday
R. CallaghanDoOpsWarm-1	1	LinkedIn message priming the TUPE post	CS-014 TUPE retention case study Cleared for external ✓	TW T. Willis	W9 Thursday
A. AshwinCFOWarm-0	1	HFMA panel follow-up and CS-021	CS-021 CIP without workforce cut 🔒 Not cleared . open the intake queue	PC P. Coleman via peer-finance framing	W10 Tuesday

This is Touch 1 for each contact. Touches 2 to 4 are computed by Envoy from the send-out response and appear as they are logged.

9. 12-week sequence preview

All nine, orchestrated

LinkedIn combined reach

40,000+ impressions across Chair, CEO, DoF and DoOps cohorts

Named-individual reply rate

3 of 5 reply inside their target window

Diary holds before the roundtable

2 of 5 hold a 20 to 30 minute call

HFMA panel attendance

Above the HFMA regional-panel average for the year

HSJ op-ed

One published op-ed with a Voice 1 byline

White-paper landing page

1,500+ unique HFMA-cohort views inside seven days

Providers fringe attendance

6+ CMPC Chairs including Fielding

CMPC roundtable RSVPs

8+ of 12 invited

Steward-cleared hand-off pack

Delivered by end of W12 plus 5 working days

Week	Voice 1 or 2 or 3	External milestone	Direct comm and pre-brief
W1	Voice 3 editorial . governed first-outsourcing framing	-	-
W2	Voice 1 . CS-018 PLACE post	HFMA regional panel confirmed . abstract filed	-
W3	Voice 2 . TUPE-first retention framing	HSJ op-ed pitched . governed first-outsourcing	-
W4	Voice 3 . reflection from the Two Engines proposition	Providers Annual Conf slot confirmed	Send-out 1 . Prof. Fielding . governance-forward pack
W5	Voice 1 . white paper landing-page launch	White paper live . HFMA co-published	Send-out 2 . M. Ridley . white paper + HFMA note
W6	Voice 3 . LinkedIn article picking up the HSJ op-ed	HSJ op-ed published . Voice 1 byline	-
W7	Voice 2 . CS-021 CIP-without-workforce-cut post	-	Send-out 3 . S. Gilfoyle . HSJ op-ed and white paper
W8	Voice 1 . TUPE narrative synthesis	HFMA regional panel . Voice 1 speaks	-
W9	Voice 3 . reflection on CMPC group activity	CMPC roundtable invitations issued	Send-out 4 . R. Callaghan . TUPE case study
W10	Voice 2 . portering CIP post . CS-033	-	Send-out 5 . A. Ashwin . HFMA follow-up and CS-021
W11	Voice 1 . Providers Annual Conf preview	Providers Annual Conf . Voice 1 speaks	-
W12	Voice 3 . CMPC roundtable readout	CMPC roundtable . Sodexo attends	Follow-up sequence handed to the intake queue

Click a week to see the assets the sequence recommends. Open the full 12-week sequence

10. Next actions

Steward . Envoy

Send a paper

HFMA co-published white paper to M. Ridley

Intake queue . cleared publishing

Make an invite

CMPC roundtable Nov 2026 to Prof. Fielding

Intake queue . cleared publishing

Draft a LinkedIn post

Voice 2 TUPE-first post priming the CS-014 send-out to R. Callaghan

LinkedIn scheduler

Book an intro

P. Coleman with Prof. Fielding for the pre-roundtable conversation

Owner outbox

Send to Campaign builder

WUTH prefilled with the value approach and the recommended assets

Campaign builder

Export to PDF

Full WUTH readiness report. Governance line stamped

Downloads

Governance ledger

Run id run-2026-08-30-1412-pcoleman-wuth

One row per action. Ten fields. Source /portal/assessor.

No actions yet on this run. Log a touch or fire an action to write the first row.

Agents that scored this page. Cartograph, Ledger, Compass, Roster, Beacon, Rival, Envoy, Steward, Herald.

Cleared for internal use. Board-context clearance required for external send. Logged in the governance ledger at 2026-08-30 10:14 by P. Coleman.

Every run is logged in the governance ledger with trust, colleague and timestamp. Illustrative values for demonstration.

WUTH . cleared for internal . run-2026-08-30-1412-pcoleman-wuth . 2026-08-30 14:12 BST . Cleared for internal use. Board-context clearance required for external send.