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SectionB.2
SectionB.2

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Preparing a forward plan helps HERs, large or small, to take stock, to understand the needs of their service and visualise plans for the future. It is an opportunity to discuss plans with management and gain approval from local councillors or governing bodies. This is particularly important now that there is increasing pressure from government for HERs to change and develop their research, education and outreach functions. The forward plan may need to integrate with wider serviced and strategic plans within the local authority, especially if it is to be distributed to councillors or senior management.
Preparing a forward plan helps HERs, large or small, to take stock, to understand the needs of their service and visualise plans for the future. It is an opportunity to discuss plans with management and gain approval from local councillors or governing bodies. This is particularly important now that there is increasing pressure from government for HERs to change and develop their research, education and outreach functions. The forward plan may need to integrate with wider services and strategic plans within the local authority, especially if it is to be distributed to councillors or senior management.
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Part of forward planning might also involve a ‘Succession Plan’. The audit specification ([English Heritage 2013|Bibliography#English Heritage 2013|target='_blank']), assumes that its function is centred on ensuring that the necessary training programmes are in place to provide a consistent and uninterrupted HER service in the event of staff changes.
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Forward plans should take into account national performance targets and standards.
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Most HERs are based in local authorities and are assessed by the Audit Commission in the same way as other local authority services. Best Value Performance Indicators (BVPI) were first introduced in 2000/01. Since then the framework, within which local government performance is assessed and measured, has developed. Because of this, BVPIs are now undergoing a fundamental review and current standards are likely to change.
Most HERs are based in local authorities which have been assessed by the Audit Commission in various ways over the years, but the last version of Comprehensive Area Assessments are now being abolished. From April 2015 the Audit Commission is closing and its functions are being divided between several organisations including the Audit Office.
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In addition to monitoring Best Value the Audit Commission require local authorities to undertake Regular Performance Assessments (RPA) as part of an ongoing Continuous Performance Assessment (CPA). These recognise that the focus and priorities in service delivery are not the same everywhere and state that as well as BVPIs, professional benchmarks ([Chitty 2002|Bibliography#Chitty 2002|target='_blank']) and/or other frameworks, for example the Regional Research Frameworks where appropriate, should be used.
HERs may find it more useful to be guided by professional benchmarks ([Chitty 2002|Bibliography#Chitty 2002|target='_blank']) and/or other frameworks, for example the Regional Research Frameworks where appropriate.
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!Useful websites
Best Value: [http://www.communities.gov.uk/publications/localgovernment/bestvaluestatguidance]
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Continuous Performance Assessment (CPA): [http://www.idea.gov.uk/idk/core/page.do?pageId=4405770|http://www.idea.gov.uk/idk/core/page.do?pageId=4405770]
[http://www.audit-commission.gov.uk/cpa/|http://www.audit-commission.gov.uk/cpa/]
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In Wales the four HERs are owned and managed by the Welsh Archaeological Trusts (WATs). The WATs are independent charitable trusts, part funded by the Welsh Government to provide regional archaeological services. Some additional financial support is provided by a number of the local authorities. The Royal Commission on the Ancient and Historical Monuments of Wales (RCAHMW) provides task specific grant aid for maintaining and enhancing the records, while funding to support public enquiries is provided by Cadw. Cadw and RCAHMW monitor the provision of archaeological services on behalf of the Welsh Government. The HER Benchmarks ([Chitty 2002|Bibliography#Chitty 2002|target='_blank']) have been adapted for use in Wales.
Since the introduction of the [Historic Environment (Wales) Act|Glossary#Historic Environment (Wales) Act 2016|target='_blank'] in March 2016, the maintenance of Welsh HERs has become a statutory duty of Welsh Ministers. Wales has four regional HERs which are curated by the four Welsh Archaeological Trusts ([WATs|Glossary#WAT|target='_blank']). The WATs are independent charitable trusts, part funded by the Welsh Government to provide regional archaeological services. Some additional financial support for services is provided by a number of the local authorities. Cadw and Royal Commission on the Ancient and Historical Monuments of Wales (RCAHMW) monitor the provision of HER services on behalf of the Welsh Government. The HER Benchmarks ([Chitty 2002|Bibliography#Chitty 2002|target='_blank']) have been adapted for use in Wales.
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List all activities or projects that are currently identified. Ask yourself why they are included in your programme and how important they are to present needs. [Panel 2|http://archaeologydataservice.ac.uk/ifp/Wiki.jsp?page=SectionB.2#section-SectionB.2-Panel2ASelfAssessmentChecklistOfStandardsForHERServices] gives a self assessment checklist of standards for HER services based on the recommendations included in David Baker’s [‘SMR Assessment Report’ (Baker 1999a)|Bibliography#Baker 1999a|target='_blank'].
List all activities or projects that are currently identified. Ask yourself why they are included in your programme and how important they are to present needs. [Panel 3|http://archaeologydataservice.ac.uk/ifp/Wiki.jsp?page=SectionB.2#section-SectionB.2-Panel3ASelfAssessmentChecklistOfStandardsForHERServices] gives a self assessment checklist of standards for HER services based on the recommendations included in David Baker’s [‘SMR Assessment Report’ (Baker 1999a)|Bibliography#Baker 1999a|target='_blank'].
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There is no equivalent process in Scotland or Wales although Scotland’s Historic Environment Audit is currently in progress. This will identify issues relevant to the health of the historic environment and the impact of resources used to manage and protect it. It is intended that the resulting document will be used to inform policy for Local Authorities as well as Historic Scotland, see [http://www.heritageaudit.org.uk/|http://www.heritageaudit.org.uk/] for details.
In Wales an audit process has been agreed with The Royal Commission on Ancient and Historic Monuments in Wales and Cadw, and audits are carried out on a five year cycle.
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There is no equivalent process in Scotland although Scotland’s Historic Environment Audit is currently in progress. This will identify issues relevant to the health of the historic environment and the impact of resources used to manage and protect it. It is intended that the resulting document will be used to inform policy for Local Authorities as well as Historic Scotland, see [http://www.heritageaudit.org.uk/|http://www.heritageaudit.org.uk/] for details.
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[http://www.algao.org.uk/england/research_frameworks/|http://http://www.algao.org.uk/england/research_frameworks/|target='_blank']
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