Leading Quality Improvement -...

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5/21/2015 1 Leading Quality Improvement Essentials for Managers Session 8: Create a Culture of Safety May 26, 2015 These presenters have nothing to disclose Frank Federico, RPh Kathy Duncan, RN Today’s Host 2 Akiera Gilbert is a Project Assistant at the Institute for Healthcare Improvement. She is primarily responsible for the Passport membership, and is involved in the facilitation of Expeditions. Her work also delves into the Conversation Ready Project within Patient and Family- Centered Care, as well as the Primary Care Collaborative. Akiera is a second-year student at Northeastern University, and is on her first co-op at IHI. She is pursuing a Bachelor of Science in Human Services (concentrating in Public Health) and a minor in Social Entrepreneurship.

Transcript of Leading Quality Improvement -...

Page 1: Leading Quality Improvement - IHIapp.ihi.org/Events/Attachments/Event-2593/Document-4534/...5/21/2015 1 Leading Quality Improvement Essentials for Managers Session 8: Create a Culture

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Leading Quality Improvement

Essentials for ManagersSession 8: Create a Culture of Safety

May 26, 2015

These presenters have

nothing to disclose

Frank Federico, RPhKathy Duncan, RN

Today’s Host2

Akiera Gilbert is a Project Assistant at the Institute for

Healthcare Improvement. She is primarily responsible

for the Passport membership, and is involved in the

facilitation of Expeditions. Her work also delves into the

Conversation Ready Project within Patient and Family-

Centered Care, as well as the Primary Care

Collaborative. Akiera is a second-year student at

Northeastern University, and is on her first co-op at IHI.

She is pursuing a Bachelor of Science in Human

Services (concentrating in Public Health) and a minor in

Social Entrepreneurship.

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Phone Connection (Preferred)3

To join by phone:

1) Click on the

“Participants” and “Chat”

icons in the top right

hand side of your

screen.

2) Click the button

on the right hand side of

the screen.

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appear with the option “I

will call in.” Click that

option.

4) Please dial the phone

number, the event

number and your

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correctly .

WebEx Quick Reference

• Please use chat to

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Select Chat recipient

Raise your hand

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Kathy Duncan, RN5

Kathy Duncan, RN, Faculty, IHI, co-leads IHI's National

Learning Network. Ms. Duncan also directs IHI Expeditions,

manages IHI's work in rural settings, and provides spread

expertise to Project JOINTS. Previously, she co-led the 5

Million Lives Campaign National Field Team and was

faculty for the Improving Outcomes for High Risk and

Critically Ill Patients Innovation Community. She also

served as the content lead for the Campaign's Prevention

of Pressure Ulcers and Deployment of Rapid Response

Teams areas. She is a member of the Scientific Advisory

Board for the AHA NRCPR, NQF's Coordination of Care

Advisory Panel, and NDNQI's Pressure Ulcer Advisory

Committee. Prior to joining IHI, Ms. Duncan led initiatives to

decrease ICU mortality and morbidity as the director of

critical care for a large community hospital.

Schedule of Sessions

Session 1 – Coach Versus CommandDate: Tuesday, February 17, 12:00 – 1:00 PM ET

Session 2 – Understand and Manage Systems

Date: Tuesday, March 3, 12:00 – 3:00 PM ET*

Session 3 – Practice Improvement Essentials

Date: Tuesday, March 17, 12:00 – 1:00 PM ET

Session 4 – Build Sustainable Systems

Date: Tuesday, March 31, 12:00 – 2:00 PM ET*

Session 5 – Manage Connections Across Systems

Date: Tuesday, April 14, 12:00 – 1:00 PM ET

* Breakout session: Clinical & Allied Health Professions Managers 12:00-1:00 PM ET, Quality

Improvement Managers 1:00-2:00 PM ET

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Schedule of Sessions

Session 6 – Identify and Spread Successful ImprovementsDate: Tuesday, April 28, 12:00 – 2:00 PM ET*

Session 7 – Partner with Patients and Families

Date: Tuesday, May 12, 12:00 – 1:00 PM ET

Session 8 – Create a Culture of Safety

Date: Tuesday, May 26, 12:00 – 2:00 PM ET*

Session 9 – Empower Teams to Engage in Improvement

Date: Tuesday, June 9, 12:00 – 1:00 PM ET

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* Breakout session: Clinical & Allied Health Professions Managers 12:00-1:00 PM ET, Quality

Improvement Managers 1:00-2:00 PM ET

Today’s Agenda

Welcome & Introductions

Action Period Assignment Review

Create a Culture of Safety

The Chandra Banerjee Case Study

Action Period Assignment

Closing & Next Steps

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Session 7 Action Period Debrief –

Thanks Laura Morgan – New Mexico

One mechanism for involving patients and family members

is the creation of a Patient and Family Advisory Council.

What are some other means that you can utilize to include

them and to hear their voice?

– We are working on the implementation of Bedside Shift Report in our

hospital. This gets the patient and whomever s/he chooses to be

involved in the care plan and to become more knowledgeable about

the aftercare plan. Of course, HCAHPS is a great tool for

patients/families to voice both their concerns and praises for a

hospital, and guides the facility in ways they can improve (e.g.,

nurse/physician communication).

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Session 7 Action Period Debrief –

Thanks Laura Morgan – New Mexico

One mechanism for involving patients and family members

is the creation of a Patient and Family Advisory Council.

What is one thing that you can do in the next two weeks to

seek out the patients and listen to them?

– Based on our recent HCAHPS scores, our nurses have been

instructed to speak to patients more about their medications, such as

the indications and potential side effects. I will also be working on

getting the training sessions set up for our Bedside Shift Report in the

next two weeks.

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Today’s Faculty11

Frank A. Federico, RPh, Executive Director of the Institute for

Healthcare Improvement (IHI), works in the areas of patient safety,

applying reliability principles in health care, preventing surgical

complications, and improving perinatal care. He is faculty for the

IHI Patient Safety Executive Training Program and co-chaired a

number of Patient Safety Collaboratives. Prior to joining IHI, Mr.

Federico was Program Director of the Office Practice Evaluation

Program and a loss prevention and patient safety specialist at the

Risk Management Foundation of the Harvard-Affiliated Institutions;

he also served as Director of Pharmacy at Children's Hospital,

Boston. He has authored numerous patient safety articles, co-

authored a chapter in Achieving Safe and Reliable Healthcare:

Strategies and Solutions, and was an executive producer of the

film First, Do No Harm, Part 2: Taking the Lead. Mr. Federico

serves as Vice Chair of the National Coordinating Council for

Medication Error Reporting and Prevention. He also coaches

teams and lectures extensively, nationally and internationally, on

patient safety.

A Culture of Safety

Frank Federico

Executive Director

Institute for Healthcare Improvement

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What does a culture of safety mean to you?

Culture of Safety

“ . . . the product of the individual and group values,

attitudes, competencies and patterns of behavior

that determine the commitment to, and the style and

proficiency of, an organization's health and safety

programs.”

-Or-

“Safety culture is how the organization behaves when no

one is watching.”

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15*Adapted from Safeskies 2001, “Aviation Safety Culture,” Patrick Hudson, Centre for Safety Science, Leiden University

PATHOLOGICALWho cares as long as we’re not caught

Chronically Complacent

REACTIVESafety is important. We do a lot every

time we have an accident

CALCULATIVEWe have systems in place to manage all

hazards

PROACTIVEAnticipating and preventing problems

before they occur

GENERATIVESafety is how we do business around here

Constantly Vigilant

Evolution of A Culture of Safety and Reliability

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Elements of a Culture of Safety

Make safety as a core value- the role of all leaders

Provide strong leadership at all levels

Model and demand desired behaviors- vital behaviors

Be reluctant to simplify

Empower individuals to successfully fulfill their safety

responsibilities

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Effective Leadership

With regard to quality and safety work, the most important factor

in predicting success was the quality of leadership and the

organizational culture (Krause)

Organizations highly successful in safety were also generally

successful in operational performance (Krause)

Clear commitment of senior and clinical leaders to quality and

safety efforts is essential

Effective leaders define very clear behaviors that create value for

the patient, clinicians and the organization. They model these

behaviors, and have “one set of rules”, i.e. they apply to

everyone.

There is engagement at all levels of the organization

Vital Behaviors

Do we understand the vital behaviors required to make

the improvement work?

How do we handle disruptive behavior?

– Behavior that Interferes with work or creates a hostile

environment

– Whose task is it to deal with disruptive behavior?

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PERFORMANCE

ACCIDENT

System Migration to Unsafe Practices to

VE

RY

UN

SA

FE

SP

AC

E

The

guidelines

and policy-

take meds

out for one

pt. at a time

Belief

Systems

Life Pressures

INDIVIDUAL BENEFITS

More than one

patients meds

placed in

pockets=

Legal/normal

All patients

meds placed

in pockets

= ‘Illegal-

Illegal’ space Perceived

Vulnerability

Amalberti

Reluctance to Simplify

The answer to a defect is not always the first solution

you find

Do not accept overly simple explanations of failure

(unqualified staff, inadequate training, communication

failure, etc.)

Do not accept simplistic solutions for challenges

confronting complex and adaptive systems

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21Error Reduction Overview: Hierarchy of Controls

Standardization & Simplification

Policies,

Training,

Inspection

Minimize consequences

of errors

Make it easy to do

the right thing

Make it hard to do the wrong thing

Eliminate the opportunity for error

Human

Factors

Mitigate

Facilitate

Eliminate

Make errors visible

Least Powerful

Most Powerful

Infrastructure

Do staff have what they need to do the job correctly?

Do staff have the knowledge and skill to do the job

correctly?

Do staff have the time to do the job correctly?

Works in one area but when we scale up, the resource

that made it works in first sites is not available

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Deference to Expertise

Frontline staff know the work best: leaders must be

willing to listen to those who know the work and risks to

patients

Frontline/lower-level staff should make decisions that

must be made quickly

Psychological Safety and Trust

Psychological safety is a belief that one will not be punished or humiliated for speaking up with ideas, questions, concerns, or mistakes.

A shared sense of psychological safety is a critical input to an effective learning system.

Trust flourishes when people exhibit their vulnerability to others without knowing what may result

Psychological Safety and Learning Behavior in Work Teams. Administrative Science Quarterly, Vol. 44, No. 2 (Jun., 1999), pp. 350-383 Amy Edmondson

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Michigan Intensive Care Units

Prospectively divided into 3 groups

25

Low

Teamwork

Score

Medium

Teamwork

Score

High

Teamwork

Score

Frankel

Goal: NO blood stream infections for 5 consecutive months

in the next 12 months by implementing a checklist for

central lines insertions?

26

21%

31%

44%

Frankel

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Transparency

Deeply held beliefs:

– Sharing data is a disruption: keep things as they are

– Middle managers will ask: Why are you sharing? Is this a way to

judge my performance?

– Patients will ask many questions

Transparency should be a vehicle for learning and

accountability

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Fair and Just Culture

“Just Culture” is a defined set of values, beliefs, and norms

about what is important, how to behave, and what

behavioral choices and decisions are appropriate related to

occurrences of human error or near misses.

A “Just Culture” balances the need to learn from mistakes

with the need to take corrective action against an individual

if the individual’s conduct warrants such action.

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Drawing the Bright Line

Malicious

Substance Use

Conscious unsafe act

Substitution Test could 2-3 others make the same mistake in similar circumstances?

Repeat Events

Remediate / replace

Safe Harbor – Systems ApproachReason, James

Adapted by M.Leonard

In Summary

In order to develop a culture of safety:

“Act your way into believing”

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Questions/Discussion33

Raise your hand

Use the chat

The Chandra Banerjee Case Study

What is your opinion of the culture of safety in this

facility?

What is the role of a manager in developing a culture of

safety?

What communication strategies could the clinical team

use in the future if such an issue occurs?

Did the surgeon respond inappropriately when he found

the surgical team re-orienting the OR suite? What

message did he send to them and how might this have

led to further complications in the surgery itself?

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The Chandra Banerjee Case Study

As a QI manager, what is your assessment of the culture of safety in this facility?

What is the role of a QI manager in developing a culture of safety?

What types of processes might quality improvement managers implement in a center like this one to prevent such errors from occurring and better protect patient safety?

What type of outcome measurements and monitoring processes might be helpful to track progress of these efforts?

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Communications

All sessions are recorded

Materials are sent one week in advance

Listserv address for session communications:

[email protected]

If you’d like to be re-added, add colleagues or change

your subscription to a daily digest, email us at

[email protected]

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Next Session

Session 9

Empower Teams to Engage in Improvement

Janet Porter

Tuesday, June 9th, 12:00 – 1:00 PM EST

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Thank You!38

Kathy Duncan

[email protected]

Dorian Burks

[email protected]

Please let us know if you have any questions or

feedback following today’s session.