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SBAR Toolkit User Guide

IntroductionThis toolkit provides learning materials and resources about SBAR, a tool that allows members of ahealthcare team to communicate patient information effectively and concisely. The material can be usedto conduct a one-hour facilitated learning session on SBAR.

After the SBAR Toolkit is implemented, healthcare professionals will be able to:

•  Recognize the importance of communication.

•  Recognize the connection between communication and medical error.

•  Define communication and discuss the standards of effective communication.

•  Identify the steps of the SBAR tool and use them for information exchange.

Toolkit ContentsThe SBAR Toolkit contains the following material:

1. Toolkit Overview—an overview of the toolkit designed to introduce target audience members totoolkit contents.

2. Toolkit User Guide—a guide describing how target audience members can use the toolkit.

3. Facilitation Guide— a guide with teaching points and exercises that can be used to facilitate alive session.

4. Facilitation Slides—a PowerPoint presentation that can be used in conjunction with theFacilitation Guide; it includes video clips and case study exercises.

5. Handout —a printed version of the Facilitation Slides with room for participant notes.

6. Quick Review—a one-page handout summarizing the topic.

7. Additional Resources—a list of additional resources and an accompanying folder that includesthe article “SBAR: A Shared Mental Model for Improving Communication Between Clinicians,”success stories, measurement tools, and a pocket card and poster that can be printed andlaminated.

8. Action Planning Guide —step-by-step instructions for implementing briefs and huddles and otherTeamSTEPPS™ tools within healthcare organizations.

9. Toolkit Evaluation Form —a form for providing feedback to toolkit developers.

Using the Toolkit

For Individual Healthcare Professionals

•  Healthcare professionals can use toolkit material as a reference or for a quick review.

For Patient Safety Managers in Military Treatment Facilities

•  Patient Safety Managers can use the toolkit as a resource as they work to improve patient safetyin their facilities.

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For Educators

•  Review the toolkit materials to determine how they can best fit into your existing curriculum. Youmay choose to provide a stand-alone class session on SBAR or to incorporate material on SBAR

into existing courses on communication, teamwork, patient safety, or related topics.

•  Develop a plan for implementation of SBAR (see Action Planning Guide, Step 6).

•  Measure for effectiveness of SBAR (see Action Planning Guide, Step 5).

For Facilitators

Prepare your session using the SBAR Toolkit Facilitator Guide and supporting materials. The guideprovides lecture material as well as instructions for incorporating the facilitation slides and video clips intoa presentation. Incorporate other supporting material as needed. If you are a new facilitator, see the“Preparing for Instruction” section of this User Guide for additional tips.

The Facilitator Guide includes icons that identify different actions that can be taken by the facilitator

and/or participant. The icons and their corresponding actions are shown below.

Preparing for InstructionIf you are facilitating a session using the SBAR Toolkit, follow these steps to ensure that your sessionruns smoothly.

Before the Facilitated Session

Complete these activities before the day of your facilitated session:

•  Select and coordinate the date of your session with the appropriate decision makers.

•  Identify a location—try to find a meeting area where participants can focus on the topic with asfew interruptions as possible.

•  Publicize the session as appropriate.

•  Schedule participants.

•  Distribute advance information and prework—make sure learners have enough time to review thematerial before the session.

•  Print copies of participant materials (e.g. Handout, Quick Review, and other materials).

•  Prepare and print an evaluation form to distribute after the session. Learner feedback is importantfor assessing the effectiveness of your session.

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•  Print a master copy of all course materials for yourself and review each item. You may find ithelpful to assemble this material in a three-ring binder, using tabs to separate each section.

 – User Guide

 – Facilitation Guide

 – Facilitation Slides (be sure to view linked video clips)

 – Handouts

 – Additional Resources (articles, tools, etc.)

•  Practice!

 – Review the material

 – Use the equipment

 – Present a practice session

On the Day of the Session

To ensure that your session runs smoothly, arrive early, and verify that everything is available andoperational.

•  Availability of chairs, tables

•  Availability of handouts

•  Availability and operation of multi-media equipment

Record Keeping

During and after your session, follow these steps to assist with record keeping:

•  Distribute and collect an attendance roster at the beginning of the course.

•  Distribute and collect course evaluations at the completion of the course.

•  File this information as appropriate for your organization.

Measuring ResultsUse the Action Planning Guide included in this toolkit to create a plan for testing the effectiveness of theSBAR implementation. As part of your plan, you may wish to identify the following:

•  A measure and target ranges for the measure

•  Methods for data collection, analysis, interpretation, and presentation

•  A timeline for data collection (usually before training (baseline) and after training)

•  Resources required