Welcome to the Online Master Trainer Course Module 11:

Welcome to the Online Master Trainer Course Module 11: Implementation Planning

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 initiative While also teaching you to teach TeamSTEPPS to your colleagues Use the navigation buttons in the lower right to work through the online modules Select Select here here to to move move back back to to the the previous previous slide slide Module 11: Implementation Planning Select Select here here to to move to the next slide 2 of 37

The Materials You Will Use When you deliver your training you will use these materials: Instructor Manual – Course Management Guide – Instructor guides – Course slides – Measurement tools Customizable materials Videos Module 11: Implementation Planning Select Select here here to to review review materials materials on on the the TeamSTEPPS TeamSTEPPS website website 3 of 37

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. Module 11: Implementation Planning 4 of 37

Slide 2: Objectives You will use slide 2 to introduce the objectives for this module See page 4 in the Instructor Guide for details on how to facilitate this slide Module 11: Implementation Planning 5 of 37

Shift Toward a Culture of Safety (Slide 3) Module 11: Implementation Planning 6 of 37

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 processes Key activities include: Identifying a recurring problem or opportunity for improvement Developing a flowchart or map of the process Studying the process to identify risk points Implementing interventions aimed at eliminating the risk points Testing the intervention Sustaining positive changes Module 11: Implementation Planning 7 of 37

10 Steps of Implementation Planning (Slide 5) 1. Create a Change Team 2. Define the problem, challenge, or opportunity for improvement 3. Define the aim(s) of your TeamSTEPPS intervention 4. Design a TeamSTEPPS intervention 5. Develop a plan for testing the effectiveness of your TeamSTEPPS intervention 6. Develop an implementation plan 7. Develop a plan for sustained continuous improvement 8. Develop a communications plan 9. Develop a TeamSTEPPS Implementation Plan timeline 10.Review your TeamSTEPPS Implementation Plan with key stakeholders and modify according to input Module 11: Implementation Planning 8 of 37

Describe the Targeted Unit/Work Area (Slide 6) Key Actions: Describe the targeted unit or work area Unit/Work area name Size in terms of number of beds or admissions Number of staff by profession Module 11: Implementation Planning 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 9 of 37

Step 1: Create a Change Team (Slide 7) Key Actions: Select a multidisciplinary Change Team Team Member Role TeamSTEPPS Trained? Ensure representation from different leadership levels Ensure at least one member has completed TeamSTEPPS Master Training Ensure one member has experience in performance improvement Module 11: Implementation Planning Example from the Implementation Guide 10 of 37

Complete Step 1 in Your Implementation Guide Take 5 minutes to complete Step 1 for your Implementation Plan Be sure to: Select a multidisciplinary team Ensure representation from different leadership levels Ensure at least one member has completed TeamSTEPPS Master Training Ensure one member has experience in performance improvement Module 11: Implementation Planning Step 1 in the Implementation Guide 11 of 37

Step 2: Define the Problem/Opportunity for Improvement Key Actions: Review unit performance and safety data: Incident reports AHRQ Patient Safety Culture Survey Clinical process and outcome measures Review RCAs and/or FMEAs Ask 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 Module 11: Implementation Planning 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 12 of 37

Example: Problem Definition (Slide 9) Problem: Problem: Suboptimal communication among surgical team members Suboptimal communication among surgical team members Team Process: Team Process: What: Communication of critical information about the patient and surgical What: Communication of critical information about the patient and surgical procedure procedure Who: Surgeons, anesthesiologists, operating room nurses, and scrub technicians Who: Surgeons, anesthesiologists, operating room nurses, and scrub technicians in the General Surgery Service in the General Surgery Service When: Just prior to first incision When: Just prior to first incision Where: In the operating room Where: In the operating room Module 11: Implementation Planning 13 of 37

The Magic Wand Exercise Select the image at right to view or download the exercise Ask 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? Module 11: Implementation Planning 14 of 37

Complete Step 2 in Your Implementation Guide Take 10 minutes to complete Step 2 for your Implementation Plan Answer 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? Module 11: Implementation Planning Step 2 in the Implementation Guide 15 of 37

Step 3: Define the Aims of TeamSTEPPS Intervention Key Actions: Develop one to three measurable aims What 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 Module 11: Implementation Planning 16 of 37

Complete Step 3 in Your Implementation Guide Take 5 minutes to complete Step 3 for your Implementation Plan Review what you previously documented as the aims of your TeamSTEPPS intervention Be sure to include the what, who, when, and where Did you identify team process aims, team outcome aims, and clinical outcome aims? Step 3 in the Implementation Guide Module 11: Implementation Planning 17 of 37

Step 4: Design a TeamSTEPPS Intervention Key Actions: Flowchart or map the process during which the target problem/ challenge/opportunity occurs Identify risk points Determine 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 Module 11: Implementation Planning 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 18 of 37

Complete Step 4 in Your Implementation Guide Take 15 minutes to complete Step 4 for your Implementation Plan Answer 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? Module 11: Implementation Planning Step 4 in the Implementation Guide 19 of 37

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) Who is responsible? Identify a measure and define target ranges for that measure 2. Level II Learning Measure before and after you implement TeamSTEPPS Consider Kirkpatrick’s taxonomy when selecting measures Module 11: Implementation Planning At what level will you measure and what measures will you use? 1. Level I Reactions 3. Level III Behavior 4. Level IV Results Example from the Implementation Guide 20 of 37

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 Module 11: Implementation Planning 21 of 37

Step 6: Develop an Implementation Plan Key Actions: Determine who needs to be trained on what TeamSTEPPS skills and by when Develop a training plan for each audience 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? Determine if refresher training is required How will you train (method of presentation, tools, supplies)? Create training timelines What are the logistics to consider? Example from the Implementation Guide Module 11: Implementation Planning 22 of 37

Complete Step 6 in Your Implementation Guide Take 10 minutes to complete Step 6 for your Implementation Plan Who 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 train Refer to page 17 in the Instructor Guide for detailed planning actions Module 11: Implementation Planning Step 6 in the Implementation Guide 23 of 37

Determine How Coaches May be Used (Slide 14) Key Actions: Will coaches be used? Determine whether coaches will be used to facilitate sustainment If Yes: Number required: If coaches will be used, determine: When will coaches be trained? How many are needed How will coaches be trained? When and how they will be trained How will coaches be used? How they will be used What are the expectations for the role of coaches? Expectations for the role of coaches Module 11: Implementation Planning Example from the Implementation Guide 24 of 37

Complete Coaching in Your Implementation Guide Take 10 minutes to consider how you will use coaches in your implementation plan Answer the questions: How many are needed? When and how they will be trained? How they will be used? Expectations for the role of coaches Module 11: Implementation Planning Coaches planning in the Implementation Guide 25 of 37

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 Module 11: Implementation Planning 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 26 of 37

Complete Step 7 in Your Implementation Guide Take 10 minutes to complete Step 7 for your Implementation Plan Determine your: Measures and target outcomes Data sources The resources required The person(s) responsible for implementation and oversight Step 7 in the Implementation Guide Module 11: Implementation Planning 27 of 37

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 Module 11: Implementation Planning 28 of 37

Complete Step 8 in Your Implementation Guide Take 10 minutes to complete Step 8 for your Implementation Plan Consider: 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 Module 11: Implementation Planning 29 of 37

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 Module 11: Implementation Planning 30 of 37

Complete Step 9 in Your Implementation Guide Take 10 minutes to complete Step 9 for your Implementation Plan Consider: 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 Module 11: Implementation Planning 31 of 37

Change Team Meetings (Slide 18) Implementation Guide includes a meetings planning template: Determine the purpose Who will take the lead The meeting date If your organization already has something similar in place, you may use that instead Change Team Meetings in the Implementation Guide Module 11: Implementation Planning 32 of 37

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 Module 11: Implementation Planning 33 of 37

Complete Step 10 in Your Implementation Guide Take 5 minutes to complete Step 10 for your Implementation Plan Identify stakeholders who could contribute significantly to your Implementation Plan Think about how you will present your plan Will you ask them to review the entire plan or only portions of the plan? Step 9 in the Implementation Guide Module 11: Implementation Planning 34 of 37

Implementation Planning Exercise (Slide 20) When you teach, you may have your participants complete the Planning Exercise: Review Implementation Guide Work in groups 1½ hours Present results to full group Timing of this exercise is flexible See pages 22 and 23 in the Instructor Guide Module 11: Implementation Planning 35 of 37

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: Implementation Planning 36 of 37

Module 11 Conclusion This concludes Module 11 of the TeamSTEPPS 2.0 Online Master Trainer Course. Module 11 Module 11: Implementation Planning 37 of 37