Leading through crisis - Advisory...Leading from the center of the storm Advisory Board interviews...
Transcript of Leading through crisis - Advisory...Leading from the center of the storm Advisory Board interviews...
Presented by
Post-Acute Care Collaborative, Nursing Executive Center, and HR Advancement Center
Supporting the workforce and shoring up resiliency
during an emergency
Leading through crisis
© 2020 Advisory Board • All rights reserved • advisory.com
Today’s Research Expert
Carol Boston-Fleischhauer, JD, MS, BSN
Chief Nursing Officer and Managing Director
Ms. Boston-Fleischhauer has over 30 years of progressive
health care experience in patient care practice, operations,
management, education and consultation in academic medical
centers, community hospitals and clinics, multi-hospital
organizations, and integrated health care systems.
She serves as a global spokesperson for Advisory Board’s
research in key areas including clinical and operational
leadership, human resources, and quality.
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Numbers you already know
Source: “2011 ANA Health and Safety Survey,” American Nurses Association, 2011,
http://www.nursingworld.org/MainMenuCategories/WorkplaceSafety/Healthy-Work-Environment/Work-Environment/2011-
HealthSafetySurvey.html; Masterson L, “Nurses are burnt out. Here's how hospitals can help,” Healthcare Dive, May 12,
2017, https://www.healthcaredive.com/news/nurses-are-burnt-out-heres-how-hospitals-can-help/442640.
1. N = 4,614; 2011.
2. N = 93; 2017.
3. N = 600; 2017.
More stress
and overwork
Number of nurses that report
concern about stress and overwork1
3 in 4
Increased
burnout
Percentage of nurses that
report feeling burned out3
70%
Growing work-
related fatigue
Percentage of nurses who
report feeling tired all the time2
49%
Sample evidence of frontline nurse stress and burnout
Advisory Board interviews and analysis.
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Source: “Are You Way Too Stressed Out? Survey Results,” The Vickie Milazo Institute, 2014; “Listening
to Nurses: Dissatisfaction and Burnout on the Job,” AFSCME; “More Than One Third of Employed
Health Care Workers Plan to Look for a New Job This Year,” CareerBuilder Healthcare, April 30, 2013.
Burnout a pervasive problem in health care
It’s not just nurses
Advisory Board interviews and analysis.
Workforce
60% Health care workers who
have felt burned out
Physicians
50+%Physicians
burned out
Nurses
43%Nurses severely
burned out
75%“I find it hard to do
something fun after
work due to stress”
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Far beyond the norm: the COVID-19 crisis continues
96 million cases
4.8 million hospitalizations
480,000 deaths
Estimate of possible effects
At least 33,018 cases
50 states reporting cases
At least 428 deaths
Current COVID-19 cases
Current as of March 23, 2020
Advisory Board interviews and analysis.
Source: “Coronavirus Disease 2019 (COVID-19) in the US,” CDC,
March 11, 2020. “One slide in a leaked presentation for US hospitals
reveals that they’re preparing for millions of hospitalizations as the
outbreak unfolds,” Business Insider, February 27th, 2020.
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A delivery system poorly equipped for the coming trauma
Atlanta: 77.4%
San Francisco: 55.1%
New York City: 74.6%
Los Angeles: 59.2%
Chicago: 57.4%
DATA SPOTLIGHT
U.S. aggregate hospital
occupancy
60.7%
Variation in occupancy from
least (WY) to most (NY)
heavily occupied state
36.8%-73.4%
Common heuristic for full
occupancy
80%
Average hospital occupancy by state
Advisory Board interviews and analysis.
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Nursing homes are especially vulnerable
Source: Post-Acute Care Collaborative Turnover Benchmarking Initiative.
Advisory Board interviews and analysis.
Factors making SNFs and long-term care facilities particularly vulnerable to COVID-19
High-risk, elderly patient population
Fewer staff per patientHigh turnover rates, nearly 52%
as opposed to 15% in hospitals
Predominantly unlicensed staff
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Understanding stressors: Maslow’s Hierarchy of Needs
Advisory Board interviews and analysis.
• Self-actualization: The need to achieve one’s
full potential, including creative activities
Self-fulfillment
needs
• Esteem: The need to feel respected, including the need to have
self-esteem and self-respect
• Social belonging: The need to feel a sense of belonging and
acceptance among social groups, including friendships and family
Psychological
needs
• Safety needs: The need to feel physically safe, including
personal, financial, health, and adverse events
• Physiological needs: The physical requirements for human
survival, including air, food, and water
Basic needs
Summary of Maslow’s Hierarchy of Needs
Source: McLeod S, “Maslow's Hierarchy of Needs,” Simply Psychology, 2017, https://www.simplypsychology.org/maslow.html.
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Two sets of needs are urgent concerns amid the outbreak
Staffing Equipment
Child care Ability to protect family
Training
What do I need to feel safe at work?
Advisory Board interviews and analysis.
Psychological and logistical barriers promote fear
What do I need to feel safe going to work?
Transportation
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Leading from the center of the storm
Advisory Board interviews and analysis.
“During a time of crisis, leadership is a matter of having
people look at you and gain confidence; seeing what you do
and how you react. If you are in control; they are in control.”
Tom Landry
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1. Care for yourself as you care for others.
2. Be sensitive to the emotional needs and fears of those around you. Project compassion.
3. Listen.
4. Be honest; avoid blind optimism.
5. Employ confident, nimble decision-making.
6. Be present.
7. Provide meaningful connections at all levels.
8. Communicate.
Ground Rules for Leading through Crisis
Advisory Board interviews and analysis.
Crisis leadership starts with you
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Typical communication pitfalls make a crisis worse
Advisory Board interviews and analysis.
Legacy communication missteps
Staff already inundated with
information; overly abundant
change communication just
compounds sense of “noise”
Difficult for staff to distinguish
the truly important if too many
messages marked as urgent
Messages focusing on big
picture give requisite context,
but lack critical details staff
need about next steps
Unclear action stepsExcessive urgencyOverwhelming amount
Communication challenges during acute crisis
Increased stress and
emotional pressure on staff
responding to outbreak
Potential for misinformation
from external communication
channels
Difficult to convene
frontline staff to deliver
messages
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Five tips for executives
Establish clear COVID-19 communication channels for staff
Advisory Board interviews and analysis.
Field and respond
to rumors
Give staff a
consistent source
of COVID-19 truth
Minimize non-
essential emails
Make yourself
virtually accessible
Share your gratitude
personally and often
• Send messages
from the same
person/email
address
• Send messages at
a consistent
cadence – even
when there’s no
“new” news to
report
• Link to centralized
page of resources
on intranet
• Centralize the
decision to send
any org-wide
emails that
aren’t about your
COVID-19
response
• Consolidate
any essential
non-COVID-19
messages
• Establish regular
virtual office
hours
• Hold virtual
town halls
• Set up a channel for
fielding staff rumors.
Options:
– Dedicated phone line
or survey where staff
can share rumors
anonymously
– “What’s the buzz?”
council with frontline
staff representatives
from across the org
• Regularly publish
answers to FAQs
• Acknowledge the
challenges and
uncertainty staff are
navigating
• Recognize the
sacrifices team
members are making
• Emphasize staff
health and safety as
much as patient/family
health and safety
1 2 3 4 5
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No-regrets leadership moves in times of crisis
Advisory Board interviews and analysis.
Build your organization’s
“stop doing” list
• Press pause on as many
initiatives as possible. Ask:
– Can we push this out 8 weeks?
– If not: what’s the bare minimum
we must do? Who absolutely
has to be involved – and who
can we release?
• Tell staff what is okay to
de-prioritize
Be ready to capture and share
moments of greatness
• Ensure leaders know where to
send stories about how staff
are rising to the challenge
• Share these stories every
chance you have
Double-down on supporting the
emotional health of managers
• Remember: frontline managers
have a disproportionate impact
on both daily operations and the
emotional health of their staff
• Make sure you have:
– A dedicated forum for managers
to share concerns
– The list of things managers can
stop doing so they can better
support their teams
Ensure leaders and staff at all levels know where to share their questions and concerns.
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Remembering Maslow’s Hierarchy of Needs
Advisory Board interviews and analysis.
• Self-actualization: The need to achieve one’s
full potential, including creative activities
Self-fulfillment
needs
• Esteem: The need to feel respected, including the need to have
self-esteem and self-respect
• Social belonging: The need to feel a sense of belonging and
acceptance among social groups, including friendships and family
Psychological
needs
• Safety needs: The need to feel physically safe, including
personal, financial, health, and adverse events
• Physiological needs: The physical requirements for human
survival, including air, food, and water
Basic needs
Summary of Maslow’s Hierarchy of Needs
Source: McLeod S, “Maslow's Hierarchy of Needs,” Simply Psychology, 2017, https://www.simplypsychology.org/maslow.html.
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Working to support basic staff needsExamples of ongoing initiatives to support clinicians’ ability to work
Source: “Elassar A, “Medical students launch program to offer child care to hospital workers fighting coronavirus,” NBC, March 18, 2020,https://www.kcra.com/article/medical-students-launch-program-to-offer-child-care-to-hospital-
workers-fighting-coronavirus/31761560#; Catoura C, “Medical workers to get childcare help during coronavirus outbreak,” CBS News, March, 19, 2020, https://www.cbs46.com/news/medical-workers-to-get-free-childcare-during-
coronavirus-outbreak/article_061f0fa8-694b-11ea-9bf2-b7ea0e243878.html; Weisman R, “Nursing homes fear coronavirus could aggravate severe staff shortages, ”The Boston Globe, March 10, 2020,
https://www.bostonglobe.com/2020/03/10/nation/nursing-homes-fear-coronavirus-could-aggravate-severe-staff-shortages/; “Short Term Elder Care,” University of Washington Human Resources, https://hr.uw.edu/elder-care/short-
term-elder-care/; Post-Acute Care Collaborative interviews and analysis.
Child and elder care
• YMCA of Metro Atlanta is providing low-cost
child care to frontline health care providers
• UW Medicine is helping staff access backup
eldercare services through its Back-Up Care
Advantage Program
• Medical students at the University of
Minnesota and Ohio State University
College of Medicine are offering child care to
medical professionals
Transportation
• Can you use existing vans or buses to offer
staff a way to get to work?
Housing
• Can you pay for hotel rooms near the facility
to reduce commute time and protect staff
members’ families from exposure?
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Emergent situation worsens existing cracks in the foundation
Advisory Board interviews and analysis.
Psychological
Needs
Four cracks in today’s care environment
Point-of-care safety threats are now
commonplace in health care settings1
Staff bounce from traumatic experiences
to other care activities with no time to recover
2 Staff feel they have to make
compromises in care delivery
3
4 New technology, responsibilities, and care
protocols cause staff to feel “isolated in a crowd”
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1. Disruptive behavior
algorithm
2. Security-driven
unit rounding
3. Frontline de-escalation
team
4. Behavioral health
emergency response
team
Reduce response
time to routine
point-of-care threats
1
7. Manager-triggered
psychological
first aid
8. Embedded emotional
support bundle
2Make emotional
support “opt-out” only
5. Staffing assumptions
leadership exercise
6. Frontline moral
distress consult
Surface and address
frontline perceptions
of “compromising care”
3Reconnect staff
through storytelling
4
Best practices to repair the cracks in the care environment
9. 90-second storytelling
10. Routine clinical
reflections
Advisory Board interviews and analysis.
Rebuild the foundation for a resilient workforce
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Pandemic piles on to existing stressors
Regular sources of stress
haven’t gone away…
…and emergent needs have the
potential to push staff over the
edge.
• Documentation
• Staffing ratios
• Policies and protocols
• Challenging patient and
family dynamics
• Equipment shortages
• Media and public scrutiny
• Worries about personal safety
• Daily spikes in COVID-19 cases
and new hot spots
• Bed capacity limits
Advisory Board interviews and analysis.
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Source: Jameton A, Nursing Practice: The Ethical Issues, Englewood Cliffs: Prentice-
Hall, 1984, Pg. 6; Whitehead P, et al., “Moral Distress Among Healthcare
Professionals: Report of an Institution-Wide Survey,” Journal of Nursing Scholarship,
47, no.2 (2014):117-125, http://onlinelibrary.wiley.com/doi/10.1111/jnu.12115/full.
1. A 2014 study of 395 nurses; Data from
a Moral Distress Scale-Revised survey.
Moral distress
“When one knows the right thing to do, but
institutional constraints make it nearly
impossible to pursue the right course of action.”
Number of
surveyed nurses
who indicated intent
to leave their
current role due to
moral distress1
1 in 5
Andrew Jameton, 1984
American Philosopher
Moral distress undermines Nightingale Pledge
Advisory Board interviews and analysis.
Nurses feel they must make compromises in care
DATA SPOTLIGHT
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Clinicians’ “I’m fine” culture
Advisory Board interviews and analysis.
Representative scenario
Extended leave
RN shows signs of
depression and
takes extended leave
Patient death
7-year-old patient
goes into respiratory
arrest; dies in the ED
Adverse Outcome
RN worries she may have
transmitted coronavirus to
a fragile patient
“I’m fine”
RN shifts attention
to next patient,
accidentally touches the
outside of her gloves
”[Following a traumatic experience] typically the clinical people will say,
“No, we’re good.” Because they think they’re supposed to be fine.”
SVP and Chief Nursing Officer
US HEALTH SYSTEM
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Lack of recovery time taking a toll
Source: Mealer M, et al., “The prevalence and impact of post traumatic stress disorder and burnout syndrome in nurses,” Depression and Anxiety,
26, no. 12, 2009:1118-26, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC2919801/; Missouridou M, “Secondary Posttraumatic Stress and Nurses’
Emotional Responses to Patient’s Trauma,” Journal of Trauma Nursing, 2017, 24(2):110-115, https://www.ncbi.nlm.nih.gov/pubmed/28272184.1. N = 1,171 nurses.
2. N = 332 nurses.
Factors contributing to reduced
clinician recovery time
Increased patient turnover
Increased patient churn and decreased
length of stay means clinicians care for
more patients in less time
More care activities
Higher risk of infection and more
documentation means clinicians have
more to do per patient
9%
18%
Other U.S. Workers Nurses
Rates of depression in other U.S. workers versus nurses1
Advisory Board interviews and analysis.
Number of nurses displaying symptoms
of post-traumatic stress disorder21 in 5
DATA SPOTLIGHT
Quickly changing situation
Rapid evolution in COVID-19 spread,
restrictions, and constant news updates
creates fatigue and stress
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Source: Carchietta GA, “Five steps to increasing utilization of your Employee Assistance Program,”
Workplace Health and Safety, 63, no. 3 (2015): 231, https://www.ncbi.nlm.nih.gov/pubmed/25994979.
Advisory Board interviews and analysis.
Waiting for them to ask for help isn’t enough
Average utilization rate of Employee
Assistance Programs in the U.S. 3-5%
DATA SPOTLIGHT
Employee Assistance Program utilization rates
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Make emotional support “opt-out” only
Two types of emotional support to make “opt-out” only
Immediately following an especially
traumatic event
For individuals who witness a traumatic
event, including death, overcrowding,
threat, or violent attack
During times of high stress
For individuals or units
experiencing a heavy load of
pandemic-related stress
Advisory Board interviews and analysis.
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Advocate Children’s Hospital emotional support building blocks
Chaplain-led recovery time
On-unit guided conversations between nurses and
chaplains; focused on managing routine daily stressors
Bounce back kits
Pre-made kits staff can give to each other during times
of high stress; include reflections on themes, including
acceptance, letting go, anger, gratitude, and rest
Moment of silence
Moment of reflection at the beginning of meetings and
huddles, or at dedicated times throughout the day
Code lavender carts
Equipped with materials to help staff ground and center
themselves during moments of heightened stress
Source: Advocate Children’s Hospital, Oak Lawn and Park Ridge, IL.
Advisory Board interviews and analysis.
Introducing Advocate’s emotional recovery bundle
© 2020 Advisory Board • All rights reserved • advisory.com
Case in brief
30
• Recipient of The VitalHearts: Secondary Trauma Resilience Training grant from the
LIVESTRONG foundation in 2013, which provides specialized resiliency training for
nurses, physicians and other clinicians
• As part of this work, Advocate rolled out several emotional support mechanisms,
including chaplain led support sessions (2015) and bounce back kits (2017)
• Chaplains round regularly with individual clinicians and managers and respond to
manager requests during times of high stress; managers can also send select staff to
attend series of hour-long sessions hosted on-site at end of shift
• Bounce back kits are take-out style boxes that contain small objects and a reflection
exercise related to specific theme; example themes include: acceptance, letting go,
anger, gratitude, keep perspective; kits are stored in centralized location and can be
activated by managers and peers on someone else’s behalf or directly by individual
• Additional supports have helped managers be more perceptive and aware of their team’s
emotional state, proactively assessing and addressing their own and team members’
emotional wellbeing
421-bed pediatrics hospital in Oak Lawn & Park Ridge, IL
Advocate Children’s Hospital
Source: Advocate Children’s Hospital, Oak Lawn and Park Ridge, IL.
Advisory Board interviews and analysis.
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Source: Ohio’s Hospice of Dayton, Dayton, OH.
Ohio’s Hospice of Dayton staff committees offer support in times of stress
Use staff-run committees to support frontline team members
Post-Acute Care Collaborative interviews and analysis.]
The Betty Schmoll Care Connections team allows staff to seek support on challenging situations
What it is
Goal
Attendees
Meetings
Example scenario
Meeting for frontline staff to debrief on difficult cases
Prevent burnout and equip staff to put “best foot forward”
Open to all patient-facing staff member
Monthly standing meetings and more as needed
Heart failure patient expresses
wish for LVAD to be discontinued
Staff feel uncomfortable
about the patient’s request
Staff are honest about their
discomfort at committee meeting;
learn tactics for managing stress
© 2020 Advisory Board • All rights reserved • advisory.com
Case in brief
32
• Ohio’s Hospice of Dayton staff were suffering from burnout because of the
difficult patient and family situations they face. To ease this emotional burnout,
Ohio’s Hospice of Dayton formed two committees.
• Betty Schmoll Care Connections is a monthly meeting, with more held as
needed, open to all frontline staff to allow anyone to express the personal
impact they may have felt bearing witness to a challenging situation, and to
equip staff with tools to cope with emotional burnout.
• The Ethics Committee meets quarterly and as needed to help staff determine
appropriate next steps in an ethical dilemma. The team is made up of a
physician, nurse, social worker, chaplain, bereavement counselor
representative and a bioethics professor.
• These committee have reduced staff burnout by allowing staff to express their
emotional challenges and providing guidance on navigating difficult situations.
Inpatient and community-based hospice provider; Dayton, OH
Ohio’s Hospice of Dayton
[Insert program name interviews and analysis.]
Source: Ohio’s Hospice of Dayton, Dayton, OH.
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Source: Children’s Health, Dallas, TX.
Key Goals of Frontline Moral Distress Consult
Expands Staff Perceptions
Fact-driven approach helps staff understand the bigger picture
Surfaces House-Wide Trends
Enables unit or organizational leadership to identify patterns of moral distress
Facilitates Staff-Driven Solutions
Staff identify solutions that address initial concerns
Provides a Platform for Staff to Share Concerns
Interdisciplinary discussion with peers to mitigate internalization of distress
Giving staff a channel to voice concerns
Advisory Board interviews and analysis.
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Representative Example of an Emergency Nurse’s Moral Distress
Asked To Do Something
That Feels Wrong Facilitated Group Consult
Facilitator Identifies
Trends and Next Steps
Nurse Requests Moral
Distress Consult
Nurse told by manager to delay
care for one patient in order to
attend to others
Nurse joins peer discussion on
prioritizing care; focused on root
causes and solutions
At end of shift, nurse calls to
request to moral distress consult
Recommends leaders provide
additional training on prioritization
Advisory Board interviews and analysis.
Moral distress consult in action
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Case in brief
35
• Children’s Medical Center implemented moral distress consults in 2015, which provide
frontline staff a way to spotlight and discuss situations causing moral distress
• The moral distress consult team is led by clinical ethicist with an additional core team of four
facilitators and 12 interdisciplinary team members; consists of RNs, advanced practice
clinicians, psychologists, socials workers, chaplains, bereavement counselors, etc.
• Staff initiate consult, as needed; each consult is facilitated by two team members who guide
conversations surrounding the case, asking staff to share facts surrounding the triggering
incident and identify organizational constraints causing moral distress
• Consults conclude with staff-driven solutions; next steps can include scheduling follow-up
consults, requesting an ethics consult, or escalating the case to executive leadership
• Differs from traditional ethics consult in which the Institutional Ethics Committee addresses
ethical conflicts in patient care, primarily focusing on recommending an ethical solution
rather than clinician distress
A 487-bed pediatric teaching hospital in Dallas, Texas.
Children’s Medical Center Dallas
Advisory Board interviews and analysis.
Source: Children’s Health, Dallas, TX.
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How can you help?Addressing staff emotions and fear
• Have you adjusted your leader rounding strategy?
• What kinds of emotional support services are we extending to staff?
• What temporary resources can we deploy to help manage physical strain and
exhaustion? Can we create makeshift spaces for rest and even sleep?
• Will we adjust our benefits or offer any financial support mechanisms for staff
who are unable to work due to the virus?
• What kinds of policies can we implement to prevent health care worker fatigue?
• What channel should staff use for sharing feedback, questions, and concerns?
Who will respond and when?
Advisory Board interviews and analysis.
Key questions for leaders
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The silver lining: banding together to help each other
Examples of initiatives to support isolated seniors during the COVID-19 pandemic
Community volunteers deliver
groceries, supplies, and medicines
Local stores designate senior-
only shopping times
Grocery stores like Walmart,
Target, and Safeway are creating
senior-only shopping times
PACs creatively maintain social
connections amid isolation
• PruittHealth is providing video chat
options for family members and
residents to replace in-person visits
• Heart of Hospice-Acadania is
connecting school-aged children
with AL and SNF patients through a
letter writing and card campaign
• The Berkeley Mutual Aid Network
is a group of community individuals
who deliver groceries, medicine,
and supplies to seniors in need
• 1,300 Invisible hands volunteers
deliver groceries and medicine to
older and at-risk New Yorkers
Source: “Covid-19 pandemic prompts Berkeley neighbors to help one another”, Mar 16 2020, accessed at https://www.berkeleyside.com/2020/03/16/covid-19-pandemic-prompts-berkeley-neighbors-to-help-one-another;
“PruittHealth offers video chats for loved ones in nursing homes,” Mar 19 2020, accessed at https://www.walb.com/2020/03/19/pruitthealth-offers-video-chats-loved-ones-nursing-homes/;;“Stores designate shopping time for seniors
vulnerable amid coronavirus: Walmart, Target, Whole Foods and more,” Mar 18 2020, accessed at https://www.usatoday.com/story/money/2020/03/17/coronavirus-shopping-stores-introduce-time-for-vulnerable-elderly-
pregnant/5074064002/; Conklin A, “Amid coronavirus, hospice connects out-of-school kids with elderly residents in letter-writing campaign,” Fox Business News, accessed at https://www.foxbusiness.com/lifestyle/hospice-
coronavirus-students-elderly-letters; “Two NYC 20-Somethings Extend 'Invisible Hands' to Older, At-Risk Residents in Coronavirus Pandemic,” NBC, March 18, 2020, accessed at https://www.nbcnewyork.com/news/local/two-nyc-
20-somethings-extend-invisible-hands-to-older-at-risk-residents-in-coronavirus-pandemic/2333487/; Post-Acute Care Collaborative interviews and analysis.
Advisory Board interviews and analysis.
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Resources for COVID-19
Advisory Board interviews and analysis.
To access the top COVID-19 resources,
visit advisory.com/covid-19
CDC and WHO Guidelines
Coronavirus scenario planning
Managing clinical capacity
Learning from previous outbreaks
and disasters
Webconference: Make your COVID-19
communications to staff more effective
Things You’ll Learn:
• How to limit non-essential emails to
ensure the most important messages
stand out
• How to hear what rumors are
circulating among staff and then
set the record straight
• How to communicate gratitude to
staff authentically
Tuesday, March 31 at 1 p.m. Eastern time
Register here