Fidelity and QI for CDSME

Jeanne Harmon RD, MBA, CDEWashington State Department of Health

What is Fidelity for CDSME?

Objectives for Washington State Fidelity Plan: 1. Provide guidance and tools to organizations offering CDSME to assist in delivering a quality program for participants. 2. Provide guidance to assist in allocating personnel and resources for fidelity. 3. Provide tools for choosing and training leaders and Master Trainers.

CDSME “Requirements”

The program is standardized and MUST be led as written in the Leaders Manual. This means: • Two trained leaders • Follow the script • No “guest” speakers or added material • 2.5 hours once a week for 6 weeks Organizations offering CDSME must have a current Stanford license for the program(s).

Fidelity Practices

• Recommended opportunities for observation and coaching

• Adapted from Stanford Fidelity Manual • http://patienteducation.stanford.edu/licensing/

FidelityManual2012.pdf• Goals:– Ensure CDSME workshops are delivered as designed– Opportunity to improve the program and provide

useful feedback

Your Source for Fidelity Tools!

• http://livingwell.doh.wa.gov/resources/fidelity-tools

• All tools are in WORD and PDF format • You can add your logo, etc.• All tools are translated into Spanish• Tools have instructions to help in using the

tool

Fidelity Practices

• Leader Training:– Led by experienced, certified Master Trainers– Observed by experienced, certified Master

Trainers – Use Leader Training Fidelity Checklist– Ensure that essential CDSME skills are correctly

taught and modeled– Provide feedback/coaching to Master Trainers

Leader Training Checklists

• INSTRUCTIONS: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/leader%20training%20checklist%20%20instructions%205-%202011.pdf/view

• CHECKLISTS: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/LW%20Leader%20Training%20Fidelity%20Checklist.pdf/view

Fidelity Practices

• Workshop Fidelity– Master Trainer or experienced Leader observes

during first workshop series– Ensure program is offered as designed– Use session-specific Workshop Fidelity Checklists– Provide feedback/coaching to the Leaders

Workshop Fidelity Tools

• INSTRUCTIONS: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Workshop%20Fidelity%20Checklist%20Instructions%20final.pdf/view

• CHECKLIST: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Workshop%20Fidelity%20Checklist%20final%20-2.pdf/view

Fidelity Practices

• Choosing Master Trainer and Leader candidates– Fully inform prospective candidates about the

program and expectations– Use interview guides and other tools on the

Stanford website in the Fidelity Toolkit

Leader /Master Trainer Selection

• Stanford Fidelity Manual • http://patienteducation.stanford.edu/licensin

g/FidelityManual2012.pdf• Stanford Fidelity Tool Kit• http://patienteducation.stanford.edu/licensin

g/Fidelity_ToolKit2010.pdf

Other Fidelity Recommendations• Participant evaluations

– Available in 8 languages plus English– Cambodian, Chinese, Korean, Laotian, Russian, Somali, Spanish, and

Vietnamese

– INSTRUCTIONS: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Recommended%20Use%20of%20Workshop%20Evals%20by%20Participants%205-2011.pdf/view

– EVALUATION FORM: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Workshop%20Evaluation%20final%20-2.pdf/view

Leader/Co-Leader Evaluation

• http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Leader%20and%20Co-Leader%20Feedback%20form.pdf/view

NEW!! Wisdom Warrior Fidelity Tools

• http://livingwell.doh.wa.gov/resources/fidelity-tools/wisdom-warrior-fidelity-tools

• Contact Shelly Zylstra for questions 360-676-6749

So where does QI come in?

• Put each of the recommended Fidelity steps in place

• Create a system for assuring that the Fidelity steps are done

• Keep records!• Periodically review the results of each Fidelity

checkpoint and take action on adverse findings

Overwhelmed?

• Fidelity Steps in a nutshell:1. Choose Leader and Master Trainer

candidates thoughtfully2. Support their training by coaching/mentoring

via observations of the training and during their first workshop(s)

3. Get feedback from participants (and use it!)4. Encourage self/peer evaluation

Need help? Questions?

• Contact me: • Jeanne Harmon• Jeanne.harmon@doh.wa.gov• 360 236 3750