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4/14/2017 1 Leading Quality Improvement Essentials for Managers Lesson 7: Manage Systems and Connections April 18 th , 2017 These presenters have nothing to disclose Janet Porter, PhD Dave Munch, MD Kathy Duncan, RN Today’s Host 2 Rebecca Goldberg, Project Coordinator, Institute for Healthcare Improvement (IHI), coordinates multiple projects focused on increasing value in health care by improving quality and reducing costs. Currently, Rebecca’s primary responsibility is coordinating and hosting IHI’s Expeditions, monthly virtual support programs focused on specific topic areas. Rebecca is a recent graduate of Georgetown University in Washington, D.C., where she obtained her Bachelor of Science degree in human science with a minor in public health.

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4/14/2017

1

Leading Quality Improvement

Essentials for ManagersLesson 7: Manage Systems and Connections

April 18th, 2017

These presenters have

nothing to disclose

Janet Porter, PhDDave Munch, MDKathy Duncan, RN

Today’s Host2

Rebecca Goldberg, Project Coordinator, Institute for

Healthcare Improvement (IHI), coordinates multiple

projects focused on increasing value in health care by

improving quality and reducing costs. Currently,

Rebecca’s primary responsibility is coordinating and

hosting IHI’s Expeditions, monthly virtual support

programs focused on specific topic areas. Rebecca is a

recent graduate of Georgetown University in

Washington, D.C., where she obtained her Bachelor of

Science degree in human science with a minor in public

health.

4/14/2017

2

Phone Connection (Preferred)3

To join by phone:

1) Click on the “Participants”

and “Chat” icon in the top,

right hand side of your

screen to open the

necessary panels

2) Click the button on

the right hand side of the

screen.

3) A pop-up box will appear

with the option “I will call

in.” Click that option.

4) Please dial the phone

number, the event

number and your attendee

ID to connect correctly .

WebEx Quick Reference

• Please use chat to

“All Participants”

for questions

• For technology

issues only, please

chat to “Host”

4

Enter Text

Select Chat recipient

Raise your hand

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3

5

Chat

5

Name and the Organization you represent

Example: Sam Jones, Midwest Health

Please send your message to All Participants

LQI Structure

9 Lessons in the program

– Each lesson is composed of:

1. Preparation work on the Learning Management System (videos,

articles, case studies, and an assignment)

2. A coaching call for that Lesson (WebEx call with faculty)

– Lesson preparation work opens two weeks before the lesson’s

coaching call (Lesson 8 pre-work will open after this call)

– While you complete your preparation activities, please feel free

to email the listserv, [email protected], or the Lesson faculty

with questions

6

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Lead Faculty7

Dr. David Munch, MD worked at Exempla Lutheran Medical

Center (ELMC) as the Chief Operating Officer from 2000 to

2005. He then assumed responsibilities as the Chief Quality

and Medical Officer stewarding improvements in quality, safety

and reliable practice using Lean, Six Sigma and other methods.

During his tenure ELMC participated in The CMS demonstration

project for reduction of hospital readmissions, The Joint

Commissions Transforming Healthcare division pilot program

for hand washing and The Agency for Healthcare Research and

Quality’s (AHRQ) High Reliability Advisory Group. He is

currently a faculty member with IHI in the areas of patient safety

and is the Senior Vice President for Healthcare Performance

Partners (HPP), advising hospitals and systems in process

improvement and Lean transformation.

LQI Objectives

At the end of the program, participants will be able to:

Describe the skills, tools, and resources needed by

a middle manager to lead quality improvement

efforts in their local settings

Demonstrate how to link department-level

improvement activities to the organization’s goals

and overall strategic plan

List at least three ways middle managers can be

successful in partnering with front-line staff in quality

improvement activities

8

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LQI Lessons

Lesson 1 – Know Yourself, Janet Porter

Lesson 2 – Managing Time and Attention, Dave Munch

Lesson 3 – Practice Improvement Essentials, Kathy Duncan

Lesson 4 – Coach Your Team, Dave Munch

Lesson 5 – Patient Engagement, Janet Porter

Lesson 6 – Problem Solving in a Culture of Safety, Dave Munch

Lesson 7 – Manage Systems and Connections, Dave Munch

Lesson 8 – Identify and Spread Successful Improvement, Kathy Duncan

Lesson 9 – Empower Teams to Engage in Improvement, Janet Porter

9

Agenda

Welcome & Introductions

The ARUP Laboratories Case Study

Manage Systems and Connections

Debrief Action Period Assignment

Closing

10

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Case Study: ARUP Laboratories

What were the key differences between the first approach to make improvements that didn’t work and the second approach that was successful?

What are some of the possible reasons that the hospital and lab were having issues coordinating the testing and results process efficiently?

What role did Cecilia play in the success of this improvement? What role did the Q.I. facilitator play? What role should the hospital leadership play in this improvement?

What barriers do you think Cecilia faced in convening stakeholders across multiple systems?

What will need to be done to sustain these improvements

11

Dr. W. Edwards Deming:

System of Profound Knowledge

Appreciation for a

System

Understanding

Variation

Theory of Knowledge

Psychology

If each part of a system, considered separately is made to operate as efficiently as possible, then

the system as a whole will not operate as effectively as possible

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Demings Definition of a System: A system is an interdependent group of items, people

and processes with a common aim

13

`Would you tell me, please, which way I ought to go from

here?‘ Alice said. `That depends a good deal on

where you want to get to,' said the Cat.

`I don't much care where--' said Alice.

`Then it doesn't matter which way you go,' said the Cat.

Purpose

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Connecting to True North

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Systems: Processes and Interactions at all levels

Governance

Out Patient

Executive Leadership

Supply Chain

-Home, SNF-Rehab, etc.-Community

-Surgery-Critical Care-Med-Surg

Management

FacilitiesHR

Entry:E.D. or Front

Desk

Staff

I.T.Revenue

Cycle

Organizational Goals

The Patient Flow

The Support Areas

Strategies & Tactics

Clear Front Line Work

Department Plans

Imaging Lab

Med-SurgStepdown

The 4 Steps to Agreement18

Step 1: Here is what I need

Step 2: Here is what I can give

Step 3: This is what I need from you

Step 4: Do we agree?

Peter Block: “Flawless Consulting”

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The Four Rules in Use

1. Activities are highly specified in terms of content,

sequence, timing, location and outcome

2. Connections between workers are standardized, direct,

unambiguous and paced

3. Pathways through which products and services flow are

simple and standardized

4. Improvements are made by workers close to the

process using the scientific method with a coach

Stephen Spear & H. Kent Brown: Decoding the DNA of the Toyota Production System

HBR reprint 99509 Sept. Oct. 1999

Polling Question

On a scale of 1 (highly siloed) to 5 (highly collaborative)

grade your organizations “systemness”

20

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Connecting to Your Patients:

Reflections of Patient and Family Voices

To be listened to, taken seriously, and respected as a care partner– To have my family/caregiver treated the same way

– To participate in decision making at the level I choose

To always be told the truth– To have things explained to me fully and clearly

– To receive an explanation and apology if things go wrong

To have information communicated to the entire care team– To have my care timely and impeccably documented

– To have these records made available to me if requested

IHI Website: Partnering with Patients and Families To Design a Patient- and Family-Centered Health Care System, A Roadmap for the Future, A Work in Progress

Reflections of Patient and Family

Voices (continued)

To have coordination among all members of the health

care team across settings

To be supported emotionally as well as physically

To receive high-quality, safe care

IHI Website: Partnering with Patients and Families To Design a Patient- and Family-Centered Health Care System, A Roadmap for the Future, A Work in Progress

4/14/2017

12

Polling:

How effective is your connection with your boss?

– Using the “4 Steps to Agreement” evaluate the effectiveness with

your boss

With your staff: what is your predominant style?

– Commanding or coaching?

How strong are the connections with the “horizontals”?

– Are the connections effective?

– Do you have aligned incentives?

How well do you connect with your patients?

– How do you know? E.g. HCAHPS scores

How effective is your connection with your boss?

1 (Poor, often adversarial)

2 (Below Average, not well connected)

3 (Average)

4 (Above average)

5 (Excellent)

24

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Connection with your staff

With your staff: what is your predominant style?

– 1 (commanding, authoritative)

– 2 (coaching)

Where do you want it to be?

– 3 (commanding, authoritative)

– 4 (coaching)

25

How strong are the connections with the “horizontals”?

1 (poor, competitive)

2 (ok but not very intentional)

3 (average)

4 (better than most organizations but we have

opportunity)

5 (excellent and getting better)

26

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How well do you connect with your patients?

1 (poorly, we are in the lowest quartile)

2 (below average, 2nd quartile)

3 (above average, 3rd quartile)

4 (excellent, top quartile)

27

Your Job:

Create Beautiful Music

28

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Questions?

Please chat in or, if you are connected by

phone, raise your hand to be unmuted!

29

LQI Communications

All calls are recorded

– Recording and materials sent in post-call email and uploaded to

your MyIHI account

Pre-work materials are located in LMS

Listserv address for session communications:

[email protected]

30

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Lesson 831

Tuesday, May 2, 1 PM ET

Empower Teams to Engage in Improvement

Janet Porter, MBA, PhDConsultant

Stroudwater Associates

Thank You!32

Rebecca Goldberg

[email protected]

Please let us know if you have any questions or

feedback following today’s LQI Coaching Call.