Module 11 Implementation Planning Online Master Trainer Course Welcome to the How This Online Course Works This online course will walk you through the TeamSTEPPS content just as you will present it when you train your colleagues and staff ID: 773071
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Module 11: Implementation Planning Online Master Trainer Course Welcome to the
How This Online Course Works This online course will walk you through the TeamSTEPPS content just as you will present it when you train your colleagues and staff It teaches you all the concepts that comprise the TeamSTEPPS initiativeWhile also teaching you to teach TeamSTEPPS to your colleaguesUse the navigation buttons in the lower right to work through the online modules Select here to move back to the previous slide Select here to move to the next slide
The Materials You Will Use When you deliver your training you will use these materials: Instructor ManualCourse Management Guide Instructor guides Course slidesMeasurement tools Customizable materialsVideos Select here to review materials on the TeamSTEPPS website
Please Print the Instructor Guide To best use this online module, please print the Module 11 Instructor Guide, located here, and read page three before we begin Download the TeamSTEPPS Implementation Guide, located here, to use throughout this module Then we will proceed to work through the slides you will use to train – just as if you are delivering this module at your facility.
Slide 2: Objectives You will use slide 2 to introduce the objectives for this moduleSee page 4 in the Instructor Guide for details on how to facilitate this slide
Shift Toward a Culture of Safety (Slide 3)
Key Principles of Implementation (Slide 4) The Implementation Guide is based on the principle of improving patient safety and quality of care by improving health care team processesKey activities include:Identifying a recurring problem or opportunity for improvement Developing a flowchart or map of the processStudying the process to identify risk points Implementing interventions aimed at eliminating the risk pointsTesting the intervention Sustaining positive changes
10 Steps of Implementation Planning (Slide 5) Create a Change TeamDefine the problem, challenge, or opportunity for improvement Define the aim(s) of your TeamSTEPPS interventionDesign a TeamSTEPPS intervention Develop a plan for testing the effectiveness of your TeamSTEPPS interventionDevelop an implementation plan Develop a plan for sustained continuous improvementDevelop a communications plan Develop a TeamSTEPPS Implementation Plan timeline Review your TeamSTEPPS Implementation Plan with key stakeholders and modify according to input
Describe the Targeted Unit/Work Area (Slide 6) Key Actions:Describe the targeted unit or work area Unit/Work area nameSize in terms of number of beds or admissions Number of staff by profession Name of targeted unit/work area: Size of unit/work area: Number of staff within unit/work area: Physicians: Nurses: Other: Example from the Implementation Guide
Step 1: Create a Change Team (Slide 7) Key Actions:Select a multidisciplinary Change Team Ensure representation from different leadership levelsEnsure at least one member has completed TeamSTEPPS Master Training Ensure one member has experience in performance improvement Team Member Role TeamSTEPPS Trained? Example from the Implementation Guide
Complete Step 1 in Your Implementation Guide Take 5 minutes to complete Step 1 for your Implementation PlanBe sure to:Select a multidisciplinary team Ensure representation from different leadership levelsEnsure at least one member has completed TeamSTEPPS Master Training Ensure one member has experience in performance improvement Step 1 in the Implementation Guide
Step 2: Define the Problem/Opportunity for Improvement Key Actions: Review unit performance and safety data:Incident reportsAHRQ Patient Safety Culture SurveyClinical process and outcome measures Review RCAs and/or FMEAsAsk frontline staff Conduct the Magic Wand exercise Refer to the teamwork issue you identified on the TeamSTEPPS Implementation Worksheet as a starting point, if applicable What existing information will you review? 1. 2. 3 . What new information will you collect? 1. 2. 3 . What are the main problems and opportunities? 1. 2. 3. Example from the Implementation Guide
Example: Problem Definition (Slide 9) Problem: Suboptimal communication among surgical team members Team Process: What : Communication of critical information about the patient and surgical procedure Who : Surgeons, anesthesiologists, operating room nurses, and scrub technicians in the General Surgery Service When : Just prior to first incision Where : In the operating room
The Magic Wand Exercise Select the image at right to view or download the exerciseA sk participants: If you had a magic wand and could make changes within your unit or the facility, what actions would you take? Relative to teamwork, what problems do you have in your unit or facility that make providing safe, quality care more difficult? What changes would you make with your magic wand to solve these problems?
Complete Step 2 in Your Implementation Guide Take 10 minutes to complete Step 2 for your Implementation P lanAnswer these questions:What existing information and data which is already collected by your unit or facility will you review ?What new information will you need to collect? What are the main problems and opportunities you identified? Step 2 in the Implementation Guide
Step 3: Define the Aims of TeamSTEPPS Intervention Key Actions: Develop one to three measurable aimsWhat do you hope to achieve? Who will be involved?When and where the improvements will occur?Consider including team process, team outcome, and clinical outcomes aims Team Process Aim(s) 1 . 2. 3 . Team Outcome Aim(s) 1 . 2. 3 . Clinical Outcome Aim(s) 1 . 2. 3. Example from the Implementation Guide
Complete Step 3 in Your Implementation Guide Take 5 minutes to complete Step 3 for your Implementation P lanReview what you previously documented as the aims of your TeamSTEPPS interventionBe sure to include the what, who, when, and whereDid you identify team process aims, team outcome aims, and clinical outcome aims? Step 3 in the Implementation Guide
Step 4: Design a TeamSTEPPS Intervention Key Actions: Flowchart or map the process during which the target problem/ challenge/opportunity occurs Identify risk pointsDetermine which TeamSTEPPS tools or strategies will work best to eliminate the process risk points State what tools and strategies will be implemented; who will use them, when, and where (Refer to your responses on the TeamSTEPPS Implementation Worksheet, if applicable) Evaluate your TeamSTEPPS intervention for potential benefits and negative effects List the risk points you intend to address 1 . 2. 3 . List the TeamSTEPPS tools and strategies that will be implemented 1 . 2. 3 . List the order in which the tools and strategies will be implemented 1 . 2. 3. Example from the Implementation Guide
Complete Step 4 in Your Implementation Guide Take 15 minutes to complete Step 4 for your Implementation P lanAnswer these questions:What are the risk points you want to address? What TeamSTEPPS tools and strategies do you think should be implemented?In what order should the tools be implemented? Step 4 in the Implementation Guide
Step 5: Develop a Plan for Testing Your TeamSTEPPS Intervention(s) Key Actions: Identify who on your Change Team will be responsible for data collection, analysis, and presentation (generation of graphs and charts)Identify a measure and define target ranges for that measure Measure before and after you implement TeamSTEPPS Consider Kirkpatrick’s taxonomy when selecting measures Who is responsible? At what level will you measure and what measures will you use ? 1. Level I Reactions 2. Level II Learning 3. Level III Behavior 4. Level IV Results Example from the Implementation Guide
Complete Step 5 in Your Implementation Guide Take 10 minutes to complete Step 5 for one of the aims identified in Step 4 Who on your change team would be the best choice to be responsible for data collection, analysis, and presentation? To keep it simple, find out what measures are already in place that you can use as a baseline Step 5 in the Implementation Guide
Step 6 : Develop an Implementation Plan Key Actions: Determine who needs to be trained on what TeamSTEPPS skills and by whenDevelop a training plan for each audience Determine if refresher training is requiredCreate training timelines Who will attend the training sessions? What skills will you train? When will the training sessions occur and for how long? Where will the sessions occur? How will you train (method of presentation, tools, supplies)? What are the logistics to consider ? Example from the Implementation Guide
Complete Step 6 in Your Implementation Guide Take 10 minutes to complete Step 6 for your Implementation PlanWho will attend the training sessions?What skills will you train? When will training occur and how long will the sessions last?Consider the necessary logistics and how you will trainRefer to page 17 in the Instructor Guide for detailed planning actions Step 6 in the Implementation Guide
Determine How Coaches May be Used (Slide 14) Key Actions: Determine whether coaches will be used to facilitate sustainmentIf coaches will be used, determine: How many are neededWhen and how they will be trainedHow they will be usedExpectations for the role of coaches Will coaches be used? If Yes: Number required: When will coaches be trained? How will coaches be trained? How will coaches be used? What are the expectations for the role of coaches ? Example from the Implementation Guide
Complete Coaching in Your Implementation Guide Take 10 minutes to consider how you will use coaches in your implementation planAnswer the questions:How many are needed?When and how they will be trained? How they will be used?Expectations for the role of coaches Coaches planning in the Implementation Guide
Step 7: Develop a Sustainment Plan (Slide 15) Key Actions: For your Monitoring Plan, determine:Measures and target outcomes Data source (e.g., existing QI database) Resources required (money, time, equipment, personnel, expertise)Person(s) responsible for implementation and oversight Determine how data from your Monitoring Plan will be used to continually improve processes and performance Identify Components of a Monitoring Plan: 1. Measures and Targeted Outcomes 2. Data Sources 3. Resource requirements 4. Individual responsible Example from the Implementation Guide
Complete Step 7 in Your Implementation Guide Take 10 minutes to complete Step 7 for your Implementation PlanDetermine your: Measures and target outcomesData sourcesThe resources required The person(s) responsible for implementation and oversight Step 7 in the Implementation Guide
Step 8 : Develop a Communications Plan (Slide 16) Key Actions:Develop a communications plan:Identify goals for communication with this group. What do you want to achieve? Who will receive the information?What information you will communicate? When and how often will you communicate? How will you communicate (e.g., reports, presentations, e-mails)? Who are the stakeholders? 1. 2. What do you want to achieve? 1. 2. What information will you communicate? 1. 2. When will you communicate? 1. 2. How will you communicate? 1. 2. Example from the Implementation Guide
Complete Step 8 in Your Implementation Guide Take 10 minutes to complete Step 8 for your Implementation PlanConsider: Who are the stakeholders? What information will you communicate? What do they need to hear to be on board? How will you enlist stakeholders to persuade others? When will you communicate with them and what mechanism will you use? Step 8 in the Implementation Guide
Step 9. Develop an Implementation Plan Timeline (Slide 17) Step Lead Completion Date Resources Required 1. Identify the Change Team 2. Define the Main Problems 3. Define TeamSTEPPS Aims 4. Describe the Intervention 5. Develop a Test Plan 6. Develop an Implementation Plan 7. Develop a Monitoring Plan 8. Develop a Communication Plan
Complete Step 9 in Your Implementation Guide Take 10 minutes to complete Step 9 for your Implementation PlanConsider: Who would be the best person to take the lead? What is a reasonable target date to have the step completed?What resources will be required to successfully complete the step? Step 9 in the Implementation Guide
Change Team Meetings (Slide 18) Implementation Guide includes a meetings planning template: Determine the purpose Who will take the leadT he meeting dateIf your organization already has something similar in place, you may use that instead Change Team Meetings in the Implementation Guide
Step 10: Review Your Plan With Key Stakeholders (Slide 19) Key Actions:Identify stakeholders who could contribute significantly to the Implementation Plan Ask key stakeholders to review your Action Plan and to provide input Modify your Action Plan based on their input, if needed Who are the key stakeholders that need to review the plan? 1. 2. 3. 4. 5 . Example from the Implementation Guide
Complete Step 10 in Your Implementation Guide Take 5 minutes to complete Step 10 for your Implementation PlanIdentify stakeholders who could contribute significantly to your Implementation Plan Think about how you will present your planWill you ask them to review the entire plan or only portions of the plan? Step 9 in the Implementation Guide
Implementation Planning Exercise (Slide 20) When you teach, you may have your participants complete the Planning Exercise: Review Implementation Guide Work in groups1½ hoursPresent results to full groupTiming of this exercise is flexible See pages 22 and 23 in the Instructor Guide
Closing Comments Congratulations on completing the TeamSTEPPS Online Master Training course. You’ve just taken the first step in transforming the culture of your organization. Now how will you change the ground you walk on to build a stronger, lasting culture of safety? What will you do tomorrow to make a difference? What tools will you incorporate into your daily practice? And as you move forward, remember to celebrate even the small wins, as they will help you create bigger wins later. And don’t forget, we look forward to hearing your success stories.Thank you.
Module 11 Conclusion This concludes Module 11 of the TeamSTEPPS 2.0 Online Master Trainer Course. Module 11