Preparation for Expanding The Checklist: Lessons Learned from SC Hospitals
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Preparation for Expanding The Checklist: Lessons Learned from SC Hospitals
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Preparation for Expanding The Checklist: Lessons Learned from SC Hospitals. What We Covered & What We Asked For You To Do. Prepare for having conversations with less enthusiastic team members. Organize your implementation team to conduct one-on-one conversations with everyone. - PowerPoint PPT Presentation
Transcript of Preparation for Expanding The Checklist: Lessons Learned from SC Hospitals
Preparation for Expanding The Checklist: Lessons Learned from SC Hospitals
What We Covered & What We Asked For You To Do
• Prepare for having conversations with less enthusiastic team members.
• Organize your implementation team to conduct one-on-one conversations with everyone.
• Leverage staff and physician meetings to educate surgical team members about this initiative.
Meeting the Team
Jim SachettaProject Assistant
Harvard School of Public Health
Poll 1: Have You Started To Have One-on-One Conversations?
• Yes• No, but we are planning to start• No, we will not be having these
conversations
Today’s Topics• Advertising the project
– Overview of ways to advertise this program– Two experiences from South Carolina Ambulatory Surgery
Centers– Setting up a system to advertise “catches/saves”
• Applying the lessons from when you tested the checklist– Training Surgical Team Members– Having one-on-one conversations– Collecting Feedback
• Making Sure Your Checklist Is Ready: A few reminders• Creating a plan for spread
Advertising the Checklist
Advertising the Checklist in your Hospital
• Posters• Bulletin Boards• Emails• Hospital Newsletters• Buttons• Competitions• Videos
Remember: Advertising and Speaking at Staff Meetings Don’t Replace
The One-On-One Conversation
Stephanie Ziesing
Teresa DevoreAnmed Health, Medicus Surgery Center
Advertising Near Misses/Saves
• Post them on a bulletin board.• If you have a hospital newsletter write
about how the checklist has helped.• Share saves and other success stories in
meetings or huddles.
Planning The Roll-Out
Reflect on What Worked When You Tested the
Checklist• Arrange things in order of anticipated difficulty. Start with the
surgeon or service that you think will be the most accepting.• Create a timeline.• Be flexible. • Give enough time to do the work. It always takes longer than
people initially think.• Remember to engage everyone with a one-on-one
conversation.• Assign a member of the checklist implementation team to the
area that will be using the checklist. They will be available to talk to surgical teams and trouble shoot any problems.
Things to Remember When Training
• Explain the rationale of each checklist item.
• Educate team members about the state-wide Safe Surgery 2015 initiative.
• Practice running through the checklist with them before the team uses it with a patient.
• Have a member of the implementation team in the OR when the team is using the checklist for the first time.
Use A Video To Help Train Teams
• A picture is worth a thousand words.• You can show people how the checklist
should by showing them.• While it is helpful it cannot be the only
method of teaching people how to use the checklist.
Video Guidelines• Do not film video over a live patient.
• Use an empty OR, conference room, or simulator.
• Shoot the video with a portable camera, phone, or anything that you have available.
Keep Asking How It Is Going• Appoint a member of the implementation
team to be the point of contact for individuals to talk to.
• If you are using a paper checklist have a space to write comments on the back.
• Set-up a short survey and ask people to complete it throughout the entire implementation process.
Make Sure Your Checklist Is Ready: A Few Reminders
Displaying the Checklist• Make sure every member of the surgical
team can read a hard copy of the checklist.
• Make sure that every item on your checklist is in clear language.
• A larger checklist displayed in the OR signifies the importance of using it.
Use Your OR Personnel Spreadsheet To Plan Your
Roll-out
Small Hospitals< 4 ORs
• One room/surgeon each day.• Talk to everybody on the surgical team
before they use the checklist for the first time.
Example Timeline for Small Hospital
Date Service Implementation Team Member
Assigned to talk to them
Surgeon Members of the Surgical
Team
Anticipated Difficulty
Monday, July 11th
General Sue Dr. Smith Rita, Mandy, and Dr. Jones.
Easy
Tuesday, July 12th
General Sue Dr. Berry Joanne, Rick, and Dr. Foster
Easy
Wednesday, July
13th
General Katie Dr. Jones Rita, Mandy, and Dr. Jones
Moderate
Thursday, July 14th,
Ortho Dr. Strauss Dr. Smink Joanne, Rick, and Dr. Foster
Difficult
Medium to Large Hospitals• ~ one service per week.• Talk to every member of the surgical team
prior to when they use the checklist for the first time.
Service Line Roll-out Timeline Week Service Difficulty
Week 1 General Surgery Easy
Week 2 Plastic Surgery Easy
Week 3 Transplant Surgery Easy
Week 4 Trauma Surgery Moderate
Week 5 Urology Moderate
Week 6 ENT Difficult
Week 7 Cardio-Thoracic Surgery Difficult
Example of a WeekDate Service Implementation
Team Member Assigned to talk to
them
Surgeon Members of the Surgical Team
Anticipated Difficulty
Monday, July 11th
General Mary Dr. Moore CN – Joan AndersonScrub – Suzanne White
CRNA – Chris Jones
Easy
Tuesday, July 12th
General Eric Dr. Berry CN – Linda JohnsonScrub – Lisa Jackson
Anesthesiologist – Paul Harris
Easy
WednesdayJuly 13th
General Eric Dr. Jones CN – Rita MooreScrub – Judy Allen
CRNA – Debra Hughes
Moderate
Thursday, July 14th
General Dr. Strauss Dr. Smink CN – Joan AndersonScrub – Ann Fisher
Anesthesiologist – Randall Johnson
Difficult
Where We Are Going• The next call we will discuss keeping the checklist
going in your hospital.• Physician webinar – April 11th 7:00-7:30• April 16th OR Team Training:
– Overview of team training, speaking up, closed loop communication, using the checklist as a teamwork tool.
• April 17th Patient Safety Symposium breakout focused on sustainability and next steps.
• Next phase of the webinar series will start May 2nd and we will discuss other ways of preventing SSIs and DVTs.
This Week’s Homework• Have one-on-one conversations with everyone that works in
your ORs.
• Create a plan for rolling out your checklist to all of your ORs.
• If you are ready, start expanding the use of the checklist to other teams.
• Mark your calendars for the following events:– Thursday April 11th, 7:00-7:30- Special Physician Webinar
– April 16th – OR Team Training Columbia, SC
– April 17th – Safe Surgery 2015 Breakout Session: Sustaining Checklist Use
?Questions
Ask Us a Question By Using the Raise Hand Button
Office Hours:
Next Wednesday at 2:00
Next Call:Thursday, April 4th
Keeping the Checklist Going
