AHRQ Safety Program for Long-term Care: HAIs/CAUTI

Introduction to Coaching

Cohort 3May 28, 2015

Sue Collier, HRET

Agenda

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Topic PresenterWelcome Sue Collier, HRET

What is Coaching Sue Collier, HRETPurpose of the Coaching Call Sue Collier, HRETExpectations and Perspectives of the Organizational Lead

Sue Collier, HRET/ Mary Post, Oregon Patient Safety Commission

Expectations and Perspectives of the Facility Team Lead

Sue Collier, HRET/ Angela Trahan/Joanne Beaver, Mennonite Village

Expectations and Perspectives of the Faculty Coach

Sue Collier, HRET/ Ann Spenard, Qualidigm

Role of the HRET Advisor Justin Snow, HRET

Data and Coaching Calls A.J. Rolle, HRET

Communications Plan and Next Steps Sue Collier, HRET

What is Coaching?

• Coaching is providing guidance, feedback, and direction to ensure successful performance

• Coaching is an act of supporting someone else to achieve personal and professional goals

• Coaching is different from traditional instruction– Teaching implies an end at content mastery– Coaching takes place over a lifetime

Common Elements of All Coaching Models

Relationship—connection and caring: connection between the coach and the

person being coached

Objectives—goals or focus: identification of goal(s) of coaching session by person being coached

Action—empowerment and challenge: identify meaningful,

strategic actions assisting person being coached to visualize difference and determine actions to implement

Review—celebrate, or redirect: coach and person being coached review outcome of coaching, celebrate

successes, and confront and redirect if needed

Common Elements of Coaching

Common Elements of Coaching

Source: Adapted from TeamSTEPPS 2.0 Master Training Program

• To provide you and your teams the important opportunity to:o Review performance datao Discuss barriers o Share successeso Ask questionso Encourage facilities to mentor one another

• An assigned faculty coach and HRET advisor will participate on these calls and support their development.

• Facility team leads are required to attend; however any and all team or staff member attendance is encouraged.

Purpose of the Coaching Calls

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EXPECTATIONS AND PERSPECTIVES OF THE ORGANIZATIONAL LEADS

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Cohort 3 Organizational Teams

Organization Org Lead State Faculty Coach HRET AdvisorAlabama Quality Assurance

Foundation (AQAF)Teresa Fox AL Michelle Bellantoni Ashley Hofmann

Susan HolmesArizona Health and Hospital

AssociationSandy Severson AZ Jen Pettis Ashley HofmannCharlie Chapin

TelligenKelly Fugate IL Ann Spenard Rachel Lane

Mary Beth Sorensen IA Gaurav Vashishta Rachel Lane

Presbyterian Manors of Mid-America

Susan Fry Multi-state Steve Schweon Ashley Hofmann

Information & Quality Healthcare (IQH)

Trannie MurphyMS Nicole Keane Ashley HofmannVickie Taylor

Mae McDaniel

HealthInsight

Donna Thorson NV Raj Mahajan Justin Snow

Khara Davis NM Raj Mahajan Justin Snow

Michelle Carlson UT Raj Mahajan Justin Snow

Veterans' Health Administration Beth King Multi-state Barbara Trautner Justin Snow

Genesis HealthCare Kevin Hook Multi-state Michelle Pandolfi Rachel Lane

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• Communicate and confirm facility team lead participation in meetings• Prepare for and lead the meetings (agenda, slide presentation,

follow-up)• Identify relevant topics for discussion• Discuss data submission and identify trends in reports• Troubleshoot, answer questions• Highlight facility successes and help identify barriers• Facilitate teams’ access to project resources • Keep teams on track with project deliverables

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Expectations, Roles & Responsibilities

Organizational Lead Perspective

• Webinars are preferred over calls– Data reports– Tools– Can demonstrate how to access websites and reporting databases

• Use your national faculty contact to help present material and/or offer encouragement and praise to the facilities

• Review key messages or information from the webinars• Ask individual facilities to talk about some of their special projects or

“Aha” moments• Think of some questions to ask and perhaps call on individual

facilities to keep the interaction lively• Silence can be painful, but you need to pause for a minute to give

facilities who may be bashful a chance to speak up9

EXPECTATIONS AND PERSPECTIVES OF THE FACILITY TEAM LEADS

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• Attend coaching calls• Promote team participation in calls• Share facility successes, tips, and ideas you’ve used to

facilitate participation from your facility • Speak up about facility barriers in the project and ask for

help on behalf of the team

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Expectations, Roles & Responsibilities

Mennonite Village: A facility’s Perspective on the Coaching Calls

Facility Team Lead Perspective

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EXPECTATIONS AND PERSPECTIVES OF THE FACULTY COACHES

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• Serve as the team expert resource providing direction and guidance • Collaborate with Org Lead(s) in identifying and overcoming team

barriers• Engage in group discussions• Review facility reports and create action plans for ongoing issues• Participate in planning calls with the Org Lead(s) to help plan

agendas• Bring back relevant tools or latest research/information from the

project’s Advisory Council meetings and share on coaching calls• Notify Org Lead(s) if unable to attend coaching call and try to

reschedule or find a fill-in coach for that month

Expectations, Roles & Responsibilities

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Faculty Coach Perspective

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ROLE OF THE HRET ADVISORS

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Expectations Roles & Responsibilities

• HRET support provided for the first 4 months• Troubleshoot and answer project related questions• Help to identify relevant topics for coaching calls• Provide agenda templates, tools, and training• Highlight useful tools and reminders about training• Help to identify relevant topics, address data submissions and trends

and troubleshoot and answer questions from the teams on calls.

Coaching Platforms

Use online meeting technology or conference calls to host monthly meetings (e.g. WebEx, GoToMeeting, Adobe Connect)

Tools and Resources• Project website- www.ltcsafety.org• Newsletter• CDS

Templates/Tools

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Data collection, reporting and progress monitoring support will come from HRET and includes tools such as:• Review Data Collection Onboarding Webinar #3 (ltcsafety.org)• Comprehensive Data System (CDS) User’s Guide (ltcsafety.org)• Review outcome data by pulling data from CDS

Catheter Utilization CAUTI rates # of urine cultures ordered

• Review survey progress by pulling submission reports from Cvent Facility Demographics Assessment Nursing Home Survey on Patient Safety Culture Skills Questionnaire Team Communication Guide

Data Collection

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Data collection schedule questions, or questions about Cvent should be referred to ltcsafety@aha.org

Questions about CDS or NHSN, please refer to HRETdatasupport@aha.org

Data Support

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Engage Facility Team Leads in Calls• Circulate each month’s agenda well in advance• Keep in touch regarding scheduling changes, please do not cancel calls without

contacting your HRET Advisor (remember to also notify your faculty coach!)• Listen to your facility’s unit’s learning needs and create tailored learning

opportunities• Consider asking some of your leads to present on calls ahead of time; facilities

love to hear from each other

Call Participation is Required• Set expectations• Follow-up with those unable to attend• Maintain open communication about topic interests• Leave time in presentation for questions, pose questions

Communications Plan for Org Leads

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Next Steps

• Identify platform for hosting Coaching Call• Send out a calendar appointment to faculty coach,

HRET advisor, and facility team leaders• Review template agenda and other resources

QUESTIONS?

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