developing nursing managers and clinicians to lead ... · 1/25/2012 10 leadership – key change...

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1/25/2012 1 Session Two Foundational Element: Leadership Kelly McCutcheon Adams, MSW, LICSW, IHI Director Barbara Balik, RN, EdD, IHI Faculty January 25, 2012 2:00 3:00pm EST David Kim David Kim, Institute for Healthcare Improvement (IHI), is responsible for managing and coordinating a variety of programs based on Key Processes on the IHI Improvement Map. Mr. Kim is a graduate of Boston University. He has been with the IHI for 2 years. He enjoys sports, food, and travel. 2

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Page 1: Developing Nursing Managers and Clinicians to Lead ... · 1/25/2012 10 Leadership – Key Change Ideas Leadership Behaviors •Specify desired behaviors for leadership roles that

1/25/2012

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Session Two

Foundational Element: Leadership

Kelly McCutcheon Adams, MSW, LICSW, IHI Director

Barbara Balik, RN, EdD, IHI Faculty

January 25, 2012

2:00 – 3:00pm EST

David Kim

David Kim, Institute for Healthcare Improvement

(IHI), is responsible for managing and

coordinating a variety of programs based on Key

Processes on the IHI Improvement Map. Mr. Kim

is a graduate of Boston University. He has been

with the IHI for 2 years. He enjoys sports, food,

and travel.

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WebEx Quick Reference

• Welcome to today’s session!

• Please use Chat to “All

Participants” for questions

• For technology issues only,

please Chat to “Host”

• WebEx Technical Support:

866-569-3239

• Dial-in Info: Communicate /

Join Teleconference (in menu)

Raise your hand

Select Chat recipient

Enter Text

When Chatting…

Please send your message to

All Participants

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Kelly McCutcheon Adams, MSW, LICSW

Kelly McCutcheon Adams, MSW,

LICSW, Director, Institute for Healthcare

Improvement (IHI), has served in this

capacity for eight years for a variety of IHI

Collaboratives and programs, particularly

those focused on critical care. She is a

medical social worker with experience in

hospice, nursing home, sub-acute

rehabilitation, emergency department, and

ICU settings. She has also served as

faculty for the US Department of Health

and Human Services Organ Donation

Collaborative and for the Gift of Life Institute.

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Barbara Balik, RN, EdD

Barbara Balik, RN, EdD, Principal, Common

Fire Healthcare Consulting, is also Senior

Faculty at the Institute of Healthcare

Improvement. Her areas of expertise include

leadership and systems for a culture of quality

and safety, including patient- and family-

centered care, patient experience, systems to

improve transitions in care, and transforming

care prior to or with optimization of an electronic

health record implementation. She works with

leaders to develop adaptive systems to excel

and innovate in complex organizations, and to

ensure sustained improvement and innovation

every day. Ms. Balik's publications include the

book, The Heart of Leadership, and the IHI white

paper on “Achieving an Exceptional Patient and

Family Experience of Inpatient Hospital Care,”

among others. Previously, she served in senior

leadership roles at Allina Hospitals and Clinics,

United Hospital, and Minneapolis Children's Medical Center.

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Overall Objectives

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At the end of this program, participants would be able to:

• Articulate key foundational elements in support of all

domains of patient experience improvement

• Share specific testable ideas for improving nurse

communication, pain management, and cleanliness

• Plan small tests of change to try during the Expedition

Session Agenda • Homework – We did you learn?

• Patient Experience Change Package

o Our focus today

• Leadership learning from the Patient Experience

Collaborative

• Hear from successful leaders

o Kris White, VP of Innovation and Patient Affairs,

Spectrum Health

o Mitch Mongell, CEO, Colleton

• Time for Q&A

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Pre-work

1. Read the IHI White Paper: Achieving an Exceptional Patient and

Family Experience of Inpatient Hospital Care

2. Self Assessment

•The Patient and Family Centered Care Organizational Self-

Assessment Tool

•Observation

3. Observation Exercise

•Understand a Patient Journey

4. WIHI: Health Literacy: New Skills for Health Professionals

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Homework Options

• Before Call 2 January 25, 2012

o Identify 3 lessons learned from the teams on the

call; compare your current activities to theirs;

what is similar or different?

o Review your patient experience data; where is

your greatest opportunity? Areas to celebrate?

o Do another patient/family shadowing activity;

what did you learn that helps explain some of

your patient experience data results?

o Assure senior leaders are on the 1/25/12 call

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Patient Experience Change Package

• Overview

oOriginal work:

Patient Experience White Paper and Driver

Diagram

o Focused content – 48 hospital collaborative

Nurse Communication

Pain Management

Cleanliness

Exceptional patient and family inpatient hospital experience

(safe, effective, patient centered, timely, efficient,

equitable) as measured by

HCAHPS willingness to recommend

Governance and executive leaders demonstrate that EVERYTHING in the

culture is focused on patient and family

centered care, practiced

everywhere in the hospital (individual,

microsystem, organization)

In words and actions leaders communicate that the patient’s safety and well being is the critical decision

guiding all decision making

Patients and families are treated as partners in care at every level: on decision making bodies to team members with individual care

PFCC is publicly verifiable, rewarded, and celebrated with relentless focus

on measurement, learning, and improvement with transparent

patient feedback

Sufficient staff are available with the tools and skills to deliver the care the

patient needs when they need it

The hearts and minds of staff and providers

are fully engaged

Staff and providers are recruited for values and talent, supported for

success, and accountable individually and collectively for results

Compassionate communication and teamwork are essential competencies

Every care interaction is anchored in a

respectful partnership

anticipating and responding to

patient and family needs (physical

comfort, emotional, informational,

cultural, spiritual, and learning)

Patients and families are part of care team and participate at the level the

patient chooses

Care for each patient is based on a customized interdisciplinary shared care plan with patients educated,

enabled and confident to carry out their care plans

Communication uses words and phrases that the patient understands

and meets their emotional needs

Hospital systems deliver reliable

quality care 24/7

The physical environment supports care and healing

Patients are able to access care and say that there were not long and unreasonable waits and delays

Patients say “there were staff available to give the care I needed”

The care team instills confidence by

providing collaborative,

evidenced based care

Care is safe, concerns are addressed and if things go wrong, there is open

communication and apology

Care is coordinated and integrated through use of a shared can plan and everyone on the patient’s care team,

including the patient, has the information they need

Patients get the outcomes of care they expect

The Patient always means

patient and those they

choose to call family

IHI Patient

Experience

Driver

Diagram

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Patient Experience Change Package

• Faculty, exemplars, teams experience:

o Foundational cross-cutting work – address all

domains

Leadership commitment and behaviors

Engaging patients in their definition of:

– family, pain management, cleanliness

o Successful use of the Driver Diagram and

White Paper to assess current state and

develop implementation plans

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Patient Experience Change Package: Overview

Key areas for improving specific domains of

patient experience: Nurse Communication,

Cleanliness, and Pain Management

Staff and Physicians Patient and Family Connection

Leadership Engagement Improvement/

Infrastructure

Foundational Elements for Improving Patient Experience

Today’s Session

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Foundational Elements for Improving Patient Experience

Leaders take ownership of defining

purpose of work and modeling

desired behaviors.

Staff, leaders, and physicians engage

patients and families so that efforts to

improve patient experience reflect

actual patient experience.

Improvement teams are solidly

grounded in skills to effect reliable

change and gain meaningful

understanding of data

Leadership Engagement Improvement/

Infrastructure

Today’s Session

Leadership – Key Change Ideas

• Purpose

• Leadership Behaviors

• “All In” Behaviors

• Leadership Rounding

• Label and Link

• Storytelling

• Champions

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Leadership – Key Change Ideas

Purpose

• Define and communicate philosophy, intention,

and plan for optimal patient experience.

Include purpose of work in every leadership

meeting, leadership rounding, etc. Include

“impact on patients” in discussion of each

topic at every meeting.

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Leadership – Key Change Ideas

Purpose

• Impact on patients – sample questions o “How does this improve patient care?”

o “What patients have we asked about this?”

o “What value does this add to patient care and patient experience?”

o “What patients/family members do we have on teams?”

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Leadership – Key Change Ideas

Leadership Behaviors

• Specify desired behaviors for leadership roles

that are consistent with patient experience goals

and utilize for evaluation (like demonstration of

partnership with patients and families,

commitment of time, engaging the hearts and

minds of providers). Provide a leadership

development process for all leaders in care and

support departments to build skills for patient

experience. Consider a "no meeting zone" time

to make this work possible for leaders.

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Leadership – Key Change Ideas

“All In” Behavior

• Establish partnerships with patients and families

throughout the organization and develop clear

expected behaviors for all staff and physicians

for collaboration with patients and families (e.g.,

rounding to listen to patients and families,

integrate patient and family needs and safety as

primary criteria in decision making). Set these

actions as behavioral standards. Develop

coaching skills to commend and correct

behavioral standards in real-time.

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Leadership – Key Change Ideas

Leadership Rounding

• Regular leadership rounding with patients

and families, staff and physicians, and

other leaders for the purpose of

information gathering (to understand what

the daily work is really like), coaching,

recognizing, correcting, role-modeling, and

providing real-time service recovery when

needed.

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Leadership – Key Change Ideas

Label and Link

• Establish and clearly articulate link

between organizational strategy and

tactics to support patient experience.

Board members, staff, physicians are able

to describe their role in patient experience.

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Leadership – Key Change Ideas

Storytelling

• Use stories to capture patient and family

experience and to foster learning and

change. Begin every board meeting with a

patient story. Develop storytelling skills

among leaders.

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Leadership – Key Change Ideas

Champions

• Engage and develop high-influence

physician, board, and staff champions who

can carry the patient experience work

forward in their spheres of influence.

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Hear from Successful Leaders

• Kris White, VP of Innovation and Patient

Affairs, Spectrum Health

• Mitch Mongell, CEO, Colleton

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Homework for the next call

• Test one of the Leadership Key Change

• Share what you learned from the test

• Complete an additional patient shadowing

activity

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Next Call

Session 3 - Foundational Element:

Engagement

Date: Wednesday February 8, 2012

2:00 PM - 3:00 PM Eastern US time

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Listserv

[email protected]

• Send and receive questions and

comments to/from faculty and participants

• To be added to the listserv please email

[email protected]

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