NKEplus Change Package v1.0
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Transcript of NKEplus Change Package v1.0
overview 1
NKEplus Change paCkage
ov
er
vie
w
The innovaTion consulTancy
The innovation Consultancy is a team of creative people within kaiser permanente who leverage design thinking to develop and implement innovations at the frontlines of health care delivery.
we work with a broad range of people on the ground level to design and implement innovative processes, tools, roles, and spaces that improve patient care and the work experiences of our care providers.
For more information about us and our work, please consult our website.
http://xnet.kp.org/innovationconsultancy
version 1.0 august, 2010
Copyright © 2010 kaiser permanenteThis innovation and its implementation materials were developed by kaiser permanente’s innovation Consultancy with support from the gordon and Betty Moore Foundation. as a part of our commitment to improve the health of communities around us, you may use and reproduce these copyrighted materials. any questions or feedback can be emailed to: [email protected]
overview 3
a new frame for a solid door
“What you need is rarely there where you need it – it’s like you’re told install a door and all you get is the door. You also need the door frame or the door won’t do you no good.” - RN
4 overview
overview 5
welcome To The nKeplus change PacKage
nkeplus is a build on the original nurse knowledge exchange (nke) designed in 2004.
The original nke was a big step toward involving patients in their care by moving shift change to the bedside – improving communications
between nurses as well as between nurses and patient.
Four years after it was implemented, however, nurses still struggled with two areas: interruptions and disruptions during shift change that
prevented them from engaging patients in a safe handoff the way nke was originally envisioned.
Designed by nurses in Sacramento and Santa Clara kaiser permanente hospitals, nkeplus aims to address this problem of
interruptions and disruptions. By putting in place measures to support focused time at the bedside during shift change, nkeplus
gets nurses off to a strong, safe start with their patients.
This book is designed to support the spread of nkeplus using a process, tools, and ideas that have been successful in pilot units.
have fun, and good lucK!
6 overview
overview 7
Part 1: nKeplus overview• Background stories
• nkeplus: 6 parts
• how nkeplus was developed
• Qualitative feedback
• pilot Data
• implementation Timeline and Cost
Part 2: The nKeplus Playbook
• getting started: establish nkeplus team
• Meet with unit management
• The playbook process
Stage 1: kicking off nkeplus
• 1. establishing a small team & familiarizing them with nkeplus
• 2. immersing the team
• 3. Deciding on an approach
Stage 2: plan for nkeplus
• 1. Deciding on the specifics of nkeplus
• 2. planning out the test cycle
• 3. knowing where you started
Stage 3: Trying out small tests
• 1. Letting the unit know what you want to try and why
• 2. Trying out nkeplus
• 3. Collecting feedback on the test
Stage 4: rolling-out nkeplus
• 1. Staff training
• 2. Committing managers to see it in action
• 3. going live
Stage 5: Sustaining nkeplus
• 1. Measuring with nkeplus Tracker
• 2. ongoing Manager presence
• 3. regular Check-ins
• 4. Celebrating successes
Part 3: The nKeplus Toolkit
glossary
TaBle of conTenTs
8 overview
Stories and background
The need To arrive early
The oncoming Charge nurse was having to arrive 30 to 45 minutes prior to official shift start time to prepare for the oncoming staff.
A few stories that inspired the original NKE...
overview 9
cold hand-offs
off-going shift recorded shift-report onto a tape recorder left in the break room for the oncoming rn to listen to at start of shift.
goal of The original nKe:
TAKE NuRsEs ouT oF ThE coNFERENcE Room, ANd bRiNg ThEm To ThE bEdsidE To ExchANgE iNFoRmATioN sAFElY ANd iNvolvE ThE pATiENT iN ThEiR oWN cARE!
“ghosT Town”
patients characterized the unit during shift change as a “ghost town” with no care-givers to be found for up to 90 minutes at a time.
10 overview
“The worst possible shift you can come into is with patients in pain.” -RN
goal of nKeplus:
gET NuRsEs oFF To A sTRoNg sTART bY REduciNg disRupTioNs ANd suppoRTiNg FocusEd TimE AT ThE bEdsidE duRiNg shiFT chANgE.
Fast forward four years...
recenT sTories of hecTic sTarTs
The original nke resulted in greater patient involvement, but also left many nurses vulnerable to patient requests at the already chaotic time of shift-change. nurses felt a bit like the picture on the right, and a common cry for support sounded like this:
“oh my gosh. if you really want to help, can you make sure there are no patients that need pain meds or need to go to the bathroom at the beginning of shift? i just started my shift, and i have two pain meds to deal with…”
...and two other nurses chimed in:
“And make sure that patients have already gone to the bathroom, and that all their needs are met before shift change. And enough iv too!”
overview 11
NKEplus builds on NKE by incorporating proactive measures to support nurses during the essential and often chaotic time of shift change.
PaTienT engagemenT &
safeTy
it is about in-room patient engagement focused on safety and strong communications.
ProacTive PreParaTion
nkeplus is about better ways to prepare for the coming shift.
coordinaTed roles
it is about coordinating roles to minimize disruptions during shift change.
What NKEplus is about...
12 overview
Overview of NKEplus
NKEplus consists of six components designed to leverage teamwork on the unit level and support nurses during shift changes.
components marked with a are designed to be customized to fit the unique needs and dynamics of each unit.
*
nurse role
Supporting Staff roles
1. Last Hourly Round
2. Pre-shift Assignments
During End of shift
*
proactive preparation
The last hourly round and pre-shift assignments help the unit prepare for the coming shift.
Chaboyer, w., McMurray, a., Johnson, J., hardy, L., wallis, Marianne., & Chu, FY, 2008. bedside handover Quality improvement strategy to “Transform care at the bedside”. Journal of nursing Care Quarterly, 24(2), 136-142.
overview 13
6. Unit Support
During handoff
*
in-room nurse-Patient engagementrn invites patient to participate in exchange of information.
3. In-Room SBAR
4. In-Room Safety Check
5. Careboard with Shift Goals &
Teachback
**
coordinated roles
The unit works together to minimize interruptions to nurses and help them to get off to a strong start.
patient engagement & safety
The three in-room components support interaction between the nurse and patient while emphasizing safety and strong communication.
14 nkepLuS overview
The 6 parTS oF nkeplus: LaST hourLY rounD
whaT is iT?
The Last hourly round consists of rns and pCTs purposefully rounding on patients to anticipate and take care of patient needs before shift change.
This involves:
• addressing patients’ 4ps – pain, potty, positioning, personal items.
• rns double-check to ensure iv fl uids have at least a 2-hr supply.
• patients are offered hot towels and water to refresh themselves.
who does This?
rns and pCTs (roles to be coordinated at the discretion of the unit)
whaT’s so greaT aBouT iT?
helps minimize avoidable interrupts during shift change so that rns can focus on taking report, get up to speed, connect with their patients, and set goals with them for the coming shift.
patients get a refreshing “spa moment” offering from off-going care team; hot towels and water help patients feel alert for shift change.
*Custom Fit: units may coordinate roles and indicate “who does what” at their discretion.
“patients really like the hot towels. They’re in a hospital, after all. often times, they’re feeling gross and grimy. This is a nice way to help them freshen up.” - pcT
Unit Support
Last Hourly Round
In-Room SBAR
In-Room Safety Check
Careboard with Shift Goals &
Teachback
Pre-shift Assignments
*
is a nice way to help them is a nice way to help them is a nice way to help them freshen up.” - pcTfreshen up.” - pcTfreshen up.” - pcT
nkepLuS overview 15
The 6 parTS oF nkeplus: pre-ShiFT aSSignMenTS
whaT is iT?
pre-shift assignments consists of the off-going Charge rn assigning patients to oncoming rns, striving for 1:1 hand-offs between nurses when possible (off-going rn hands over all patients to one oncoming rn.)
The off-going charge rn should work with unit clerks to get assignments clearly posted prior to shift change.
who does This?
Charge rns, anMs, unit assistants
whaT’s so greaT aBouT iT?
rns are prepared to start as soon as they arrive and know exactly who of the nurses to take report from. off-going nurses know who to give report to.
By minimizing multiple hand-offs between different nurses, rns aren’t “waiting around” as much and can spend more time with patients in the room during shift changes. (ideally 3 to 5 minutes per patient).
minimize “waiting around” that results from having multiple hand-offs between nurses.
Unit Support
Last Hourly Round
In-Room SBAR
In-Room Safety Check
Careboard with Shift Goals &
Teachback
Pre-shift Assignments
Timely, visible information to quickly get staff started!
16 nkepLuS overview
The 6 parTS oF nkeplus: uniT SupporT
whaT is iT?
unit Support consists of coordinating support staff and unit management to minimize disruptions to nurses during shift change.
This involves:
• Support staff to answer call lights and clarify patient needs.
• Support staff and unit management to respond to call light requests
when possible and get help from others as appropriate.
• unit management to assist in managing incoming admits during shift
change and activities related to admits (i.e., taking report from off-unit
nurses).
who does This?
unit clerks, pCTs, Break relief rns, Charge rn, and anMs
whaT’s so greaT aBouT iT?
a coordinated support effort helps prevent nurses from being taken out of the room during shift change and allows them to focus on exchanging information and setting expectations with their patients.
*Custom Fit: units may coordinate roles and indicate “who does what” at their discretion.
Unit Support
Last Hourly Round
In-Room SBAR
In-Room Safety Check
Careboard with Shift Goals &
Teachback
Pre-shift Assignments
*
nkepLuS overview 17
The 6 parTS oF nkeplus: in-rooM SBar
whaT is iT?
in-room SBar is a structured way to hand off information at the bedside while keeping the patient as the focal point of the exchange. This involves:
1. in-room reporting process
• introduce new rn to the patient
• Treat the patient as the focus of the conversation – include patients in the
conversation rather than just talking in front of them.
2. Structured Communications
• use the per, Mar, and order history views to review critical patient
information
• SBar reporting – Situation, Background, assessment, and
recommendations as the structure for communicating patient status
who does This?
oncoming rn and off-going rn (with the off-going rn leading conversation)
whaT’s so greaT aBouT iT?
SBar is an effi cient, safe way to ensure that all parties involved (rns and patient) are on the same page regarding the status of the patient and that the patient feels reassured that his/her information is being exchanged accurately.
*Custom Fit: units may decide specifi c information they wish to include in SBar.Unit Support
Last Hourly Round
In-Room SBAR
In-Room Safety Check
Careboard with Shift Goals &
Teachback
Pre-shift Assignments
*
18 nkepLuS overview
The 6 parTS oF nkeplus: in-rooM SaFeTY CheCk
whaT is iT?
The in-room Safety Check involves the off-going and oncoming nurses together conducting visual checks of the following: iv lines, iv sites, wound sites, and one other “unit-decided transitional safety check”.
examples of the unit-decided transitional safety check for pilot
units include:
• groin check (chosen by cardiac telemetry unit)
• verifi cation and conversations with patients about room
safety signage (e.g. diet restrictions, piCC line warnings,
etc.)
who does This?
rns
whaT’s so greaT aBouT iT?
The check ensures that key safety issues are addressed at every shift change by two nurses at the same time.
*Custom Fit: each unit gets to decide what safety issues they can and want to address in addition to checking iv lines and sites in the room with their patient during shift change.
Unit Support
Last Hourly Round
In-Room SBAR
In-Room Safety Check
Careboard with Shift Goals &
Teachback
Pre-shift Assignments
*
nkepLuS overview 19
The 6 parTS oF nkeplus: CareBoarD goaLS anD TeaChBaCk
whaT is iT?
During the hand-off, rns set expectations with the patient regarding their care for the coming shift with the following:
• write rn name and number on careboard, and note with
patient.
• review the plan of care with the patient for upcoming shift
and set specifi c goals with them.
• write/update goals and patient plan of care on careboard.
• Conduct a verbal teachback to ensure patients understand
their goals and specifi c instructions.
who does This?
rns
whaT’s so greaT aBouT iT?
patients understand what is happening with their care for the coming shift and are clear about specifi c goals and instructions.
goals stay updated so that any member of the care team (or family) understand what the plan is for every patient.
Unit Support
Last Hourly Round
In-Room SBAR
In-Room Safety Check
Careboard with Shift Goals &
Teachback
Pre-shift Assignments
Examples of good goals:
good pain control, walk 3 times before dinner, soft food only, breathing exercise 4 times an hour.
20 overview
How NKEplus was developed
Through The hard worK of our
fronTline sTaff.
nkeplus is a system designed through collaboration between kaiser permanente’s Sacramento and Santa Clara Medical-Surgical units and The innovation Consultancy.
• over 500 hours of observing, shadowing, and interviewing frontline staff!
• 2000+ hours of fi eld testing, refi ning, and piloting ideas
• 2 full days of ideation w/ more than 70 collaborators, including: nurses, unit assistants, pCTs, unit Managers, assistant Managers, Charge rns, patient Care Coordinators, hospitalists, Bedhub, pharmacy Tech, engineering, Biomed, Telemetry, evS, and more!
overview 21
“Before, we’d come on to shift and we were doing a thousand things. now, it’s clear that the priority is on getting a good safe report and being with our patients; and there are other people helping take care of things during that time. it’s very clear now.” – rn
“This is the fi rst shift change i can remember that i haven’t heard a call-light.“ – rn
Qualitative feedback
“i really enjoyed the experience with the nurses, they are professional...shift change and everything. i’ve been at the kaiser hospital before...and this defi nitely makes a big difference.” – patient
whaT paTienTS anD STaFF are SaYing aBouT nkeplus...
22 overview
more overall Time aT The Bedside
Since initial piloting of nkeplus, the amount of time nurses are spending at the bedside with patients over the course of a shift has increased significantly. averaging across two pilot sites (Sacramento and Santa Clara), time at bedside increased by 19.6% after the first implementation of nkeplus.
it is worth noting that a large chunk of this increase came from time nurses were previously spending at the nurses’ station.
• of the additional 54 minutes per 10-hr shift that nurses were able to spend at the bedside with patients, 34 of those minutes came from time they were previously spending at the nurses’ station.
*data collected using RFid tagging over the course of a minimum of seven days. For more information about how this is done, please see http://xnet.kp.org/permanentejournal/sum08/time-study.html baseline
Time at nurses’ station(average across two pilot sites)
-18.7%
post-implementation
100
200
181.5 147.5
minutes at bedside (10-hr shift)
minutes at bedside (10-hr shift)
baseline post-implementation
nurse Time in Patient room(average across two pilot sites)
275.5100
200
300
329.5
+19.6%
Pilot dataThe MeaSuraBLe eFFeCTS oF nkeplus
overview 23
an imProved nKe
The nke composite demonstrates how well a unit is doing all the parts of nkeplus put together. within the first four months, according to composite measures, all participating units have improved from baseline.*
also worth noting:• participating units with low starting
baseline benefited significantly from nkeplus (122% increase).
• even units that start with a high baseline (SCL 220) show significant improvement (33% increase).
*NKE composite combines the following measures: both RNs go into Room, RN introduced to patient, pt Engaged, safety check, RN name is written on careboard, updated goals on careboard, RN performs teachback, # of min w/ patient during shift exchange (3-5=optimal).
24 overview
more Time wiTh PaTienTs during
handoff
at baseline, prior to implementing nkeplus, three of four units were spending one minute or less in patient rooms during report, enough time for a brief introduction of the nurse, but not enough time to fully involve the patient.
The “sweeT sPoT” of 3-5 minuTes
as a result of nkeplus, time in the room during handoff rose to a “sweet spot” range of 3-5 minutes per patient that allows for good patient engagement and involvement.
Since nurses typically have 30 minutes to exchange information about all their patients, the “sweet spot” of 3-5 minutes per patient gives nurses enough time to fully involve patients without running overtime.
.
overview 25
go
-live
KICK OFF NKEPLUS
(6-8 weeks before go-live)
1. engage a small team about nkeplus.
2. immerse them in the issues.
3. Decide on an approach for trying nkeplus.
PLAN THE ROLL-OUT
(5 weeks before go-live)
1. Decide on nkeplus specifics (small team).
2. plan out the test (small team).
3. establish baseline metrics.
TRy THINGS OUT
(3-4 weeks before go-live)
1. inform the unit about trials (small team).
2. Try out small tests of change of nkeplus (small team).
3. get feedback on tests of change & make adjustments (small team).
FULL ROLL-OUT
(1 week before go-live)
1. Staff training
2. get managers to commit to see it in action.
3. go-Live!
EvALUATE & SUSTAIN
(After go-live)
1. Measure how the unit is doing using nkeplus Tracker.
2. encourage ongoing manager presence.
3. have regular unit check-ins.
4. Celebrate successes.
Implementing NKEplus: TiMeLine
implementing nkeplus involves a 5-step process lasting approximately 6-8 weeks. The nkeplus playbook provides a full description of this process in the following section.
26 overview
Implementing NKEplus: CoST
whaT iT TaKes To imPlemenT nKeplus
These are preliminary, known costs for implementing nkeplus.
• one fTe Project manager (recommend full-time for six months and quarter-time for an additional six months) to help adapt, implement, and sustain nkeplus.
• Backfill for at least 2 full-time staff per shift for every unit that will implement nkeplus. The project manager and hospital leadership will need to determine the amount of time needed for running nkeplus as small tests of change leading up to full-scale implementation. nkeplus is not all-or-nothing; costs will vary depending on the approach (piecemeal vs. full-scale blast).
• Cost of craft supplies and materials to make the process fun and engaging.
• Cost of celebrations and tokens of thanks for recognizing individuals and success milestones.
• Full-time hospital leadership support as sponsors.
$ $$
The NkEplus playbook
Play
BO
OK
28
INTRO 29
Welcome to the NKeplus PlaybooK!
This Playbook provides a step-by-step process for implementing NKEplus. It is designed for those who are doing the actual NKEplus implementation
(project manager, local improvement advisor, unit manager, etc.).
Created by nurses and other frontline staff, NKEplus is designed to support focused time at the bedside during shift change and get nurses off to a
strong, safe start with their patients.
It includes a set of tested ideas to support smooth, warm hand-offs by minimizing unnecessary interruptions during shift changes. This allows
nurses to focus on exchanging information and really getting to know patients and their needs for the coming shift.
The Playbook follows a simple 5-step process, supported by examples of ideas that worked from other units that you might try or improve upon.
Throughout the Playbook, you’ll also find reference to tools we have designed to help you engage the frontline staff and roll out NKEplus. These
tools are marked with a symbol, and more information about how to use them can be found in the NKEplus Toolkit that follows this section.
Before you start, we suggest you read through the entire Playbook to understand the entire process. Then use this Playbook as your reference
guide along the way as you roll out NKEplus.
have fuN, aNd good lucK!
30 GETTING sTaRTEd
Getting startedestablish your NKePlus team
The first thing to do is to assemble a team of motivated people and give them the challenge of creating system-level change, the permission to do it, and the resources they will need to get going. Here’s the team you will need and the roles that they can play.
GETTING sTaRTEd 31
unit/dept. based teams: A team on an individual hospital unit consisting of front-line staff and unit-level leadership who support the implementation on their unit
Overall role: represent staff voice, make decisions on unit
customization, serve as implementation champions
hospital champions: CNO, COO, Dept Directors, Union Leaders
Overall role: vision, allocate hospital resources, support
Nurse managers/ aNms/ asst. dept. director: Unit-level leadership who have HR and budget responsibilities
Overall role: allocate unit level resources, address road
blocks, monitor and communicate metrics
staff clinicians/ implementers
Overall role: understand purpose of initiative, actively
participate, provide feedback, share stories, offer suggestions
improvement advisors/ Project managers: 1-2 people trained to manage, facilitate, measure and troubleshoot projects across multiple units
Overall role: support cross-unit collaboration and learning,
address common issues, support units with facilitation and tools
32 GETTING sTaRTEd
meet With uNit maNagemeNt
One of the most important pieces of your NKEplus team is the unit manager. The manager is your key partner for NKEplus, and along with their assistant managers, they can provide valuable insight into what it takes to make successful changes on their unit. They also know their staff best and can help you identify staff champions to help bring NKEplus to the unit.
When you are ready, set up an initial meeting with the unit manager that includes the following:
• overview of the process: Talk to them about NKEplus, the schedule ahead, and what will be involved in getting NKEplus up and running.
• find out what works: Take the time to determine what changes have worked for them in the past (or haven’t) and why.
• lay down logistics going forward: start identifying staff champions to be part of the champions team. This could be your Performance Improvement Team or Unit Based Team as well. We recommend 2 frontline staff members per shift.
Work with the manager in the first meeting to set up regular times to check-in with them going forward!
GETTING sTaRTEd 33
establishiNg aNd develoPiNg NKeplus chamPioNs
Build a team of champions by posting up fliers around the unit asking for volunteers. Reach out to those you feel would be great champions for this project. Consider approaching the union lead about staff representatives they would suggest.
• Champions need a simple but powerful way to contribute.
• spend time training them about what it means to be a champion.
• Trust your champions and go to them for insight into how you can implement change efficiently.
• Champions need leadership support. Meet with the leadership team on the unit to talk about how to support them. Have them role play how they would interact with difficult or resistant staff.
• Try to create and protect opportunities for champions to work together, learn from, and support each other as much as possible.
Here are some questions you might use in speaking with managers on the unit about what has worked for them…
• What changes have stuck for this department? Why?
• Where is staff morale? Can they take on another change well? What can they take on?
• If the unit is overwhelmed with lots of changes, what needs to happen to help “level load” the change?
• Is there a unit based improvement team in place? What “stage” is the team at?
Tips & Tricks:
figuriNg out What WorKs for the uNit
34 PROCEss OVERVIEW
The playbook processOnce you’ve lined up your NKEplus team and met with managers on the unit, you are ready to start the 5-step process for rolling out NKEplus on a unit.
The process is designed to help you kick off NKEplus by engaging a small team of staff and managers, work with them to tailor it to their unit by trying out parts and getting feedback, and ultimately get NKEplus up and running with everyone on the unit.
kick Off NkEpLUs(6-8 weeks before Go-live)
1. Engage a small team about NKEplus.
2. Immerse them in the issues.
3. decide on an approach for trying NKEplus.
kick Off NkEpLUs(6-8 weeks before Go-live)
go
-live
fULL rOLL-OUT(Final week before Go-live)
1. staff training
2. Get managers to commit to see it in action.
3. Go-live!
fULL rOLL-OUT(Final week before Go-live)
pLAN THE rOLL-OUT(5 weeks before Go-live)
1. decide on NKEplus specifi cs (small team).
2. Plan out the test (small team).
3. Establish baseline metrics.
pLAN THE rOLL-OUT(5 weeks before Go-live)
Try THiNGs OUT(3-4 weeks before Go-live)
1. Inform the unit about trials (small team).
2. Try out small tests of change of NKEplus (small team).
3. Get feedback on tests of change & make adjustments (small team).
Try THiNGs OUT(3-4 weeks before Go-live)
EvALUATE & sUsTAiN(After Go-live)
1. Measure how the unit is doing using NKEplus Tracker.
2. Encourage ongoing manager presence.
3. Have regular unit check-ins.
4. Celebrate successes.
EvALUATE & sUsTAiN(After Go-live)
35
36 PROCEss ROlEs
• Begin to identify project champions.
• Work with Ia/PM to plan roll-out process.
• start talking about NKEplus with staff at staff meetings.
• Understand staff’s current frustrations around shift change.
KicKoff
• set overall vision and talk about project at leadership meetings, vocalize and show support.
• allocate resources and set expectations w/ direct reports.
• “drop in” on champions, or at kick-offs. show support.
• Immerse selves in issues that impact shift change.
• learn from other units that have gone live.
• share learnings with others.
• Coordinate and communicate expectations w/ entire NKEplus team.
• Facilitate initial unit level kick-off, and guide teams through engagement process.
• Establish mechanisms for communications with staff (huddles, daily messaging, etc.).
• Check in with managers and Ias.
PlaN
• Work with managers and PI/Ias to make key decisions regarding NKEplus customization and rollout.
• Establish baseline metrics.
• Work with UBT/PI teams to develop PI plan/project plan as appropriate.
• Guide UBT/PI teams to figure out how to customize and test NKEplus.
• Work with UBT/PI teams to establish baseline metrics.
• Facilitate and enable UBTs/PI teams to conduct small tests of change.
• Visit the test, show support.
try out
• Post communication materials. share stories.
• Conduct small tests of change.
• Get feedback from staff regarding test of change.
• Try out ideas over and over.
• Provide feedback to champions and managers.
• share stories.
• Guide unit in small tests of change.
• Coordinate with leadership to show support.
• Celebrate the Go-live.
• spread optimism about the change. support staff as needed with the transition.
• Participate in celebrations.
full roll-out
• Celebrate the Go-live.
• Keep eyes out for adjustments that may be necessary.
• share stories.
• Embrace the change with an open mind. Provide feedback regarding implementation to champions and managers.
• Plan and participate in Go-live and celebrations.
• Understand how NKEplus implementation is going on the ground level.
• Work with staff to make adjustments.
• Round on unit 1x/month during roll out.
• Celebrate milestones.
• Provide guidance and tools for implementing and sustaining change.
• Check in with unit weekly.
sustaiN
• Work with managers and PM to make adjustments and sustain NKEplus.
• Get feedback from staff regarding sustaining NKEplus; represent their voice.
• Continue to provide feedback to champions and managers to make adjustments as necessary.
• share stories.
unit/dept. based teams: A team on an individual hospital unit consisting of front-line staff and unit-level leadership who support the implementation on their unit
role: represent staff voice, make decisions on customization, serve as implementation champions
hospital champions: CNO, COO, Dept
Directors, Union Leaders
role: vision, allocate hospital resources, support
Nurse managers/ aNms/ asst dept. director: Unit level leadership who have HR and budget responsibilities
role: allocate unit level resources, address road blocks, monitor and communicate metrics
staff clinicians/ implementers
role: understand purpose of initiative, actively participate, provide feedback, share stories, offer suggestions
improvement advisors/ Project managers: 1-2 people trained to manage, facilitate, measure and trouble shoot projects across multiple units
role: support cross unit collaboration, learning, support unit with facilitation and tools, addressing common issues
roles throughout the ProcessEach member of the NKEplus support team plays a vital part in collaborating to implement and sustain NKEplus successfully. share this overview with others so they know what to expect in terms of how they can support NKEplus throughout its roll-out.
37
Overview of the process:
kicking off NkEplus
(6-8 weeks before Go-Live)What’s involved in this section?
Here the goal is to work with a small team of staff and managers, engage them in the reasons why NKEplus is important to them, and help them make decisions on how they want to bring NKEplus to their own environment. In this section:
1. Engage a small team2. Immerse them in the issues3. Decide on an approach for trying NKEplus
38 KICK-OFF
CUsTOM FITs: Units are able to
customize these parts of NKEplus
based on the unit’s unique needs and
dynamics.
Nurse Role
supporting staff Roles
Last Hourly round
pre-shift Assignments
During End of shift
*
*
1. Engaging a small team
Proactive preparation
The last hourly round and pre-shift
assignments help the unit prepare
for the coming shift.
get a small team familiar With NKePlus
The first part of kicking off NKEplus involves getting a small team together (managers + staff champions) and familiarizing them with the goals and details of NKEplus.
By giving them the opportunity to familiarize themselves with NKEplus and see how the issues are relevant to them, they will be able to effectively spread excitement about it internally and come to decisions about how they want to approach rolling it out on their unit.
Begin by helping them understand background, context and what’s to come. share with them the goals of NKEplus and refer them back to the overview of NKEplus in the introductory section if necessary.
KICK-OFF 39
tool(s)that are available to you
• Roll-out schedule poster
• NKEplus Think-tank poster
• NKEplus goals poster
• NKEplus overview poster
Unit support
During handoff
*
in-room Nurse-Patient engagementRN invites patient to participate in exchange of information.
in-room sBAr
in-room safety check
careboard with shift Goals &
Teachback
**
Patient engagement & safety
The three in-room components support interaction between
the nurse and patient while emphasizing safety and strong
communication.
Coordinated roles
The unit works together
to minimize interruptions
to nurses and help them
to get off to a strong
start.
Throughout this playbook, look for this symbol to indicate tools that are available to help you with each part of the process. More details about each tool can be found in the NKEplus Toolkit.
40 KICK-OFF
2. Immersing the small team
talK With each other
The small team can start by sharing their thoughts and concerns around shift-change.
What are the issues? What’s working? What’s frustrating?
tool(s) that are available to you• Interview Guide
KICK-OFF 41
ideas that WorKed:
firsT HAND rEsEArcH
Try having RNs:• Talk to RNs from other units that have gone live with
NKEplus already.
• do some internet research on the pros and cons of bedside reporting (internet search “bedside reporting”).
• Talk with their peers on their unit about the prospect of doing bedside reporting.
• Talk with their patients about whether they’d like the ability to listen in and be included in the information that’s being exchanged at shift change.
also try having managers talk with fellow managers.
Rather than telling the staff about the experiences of others, having them do research is a way for them to discover the issues for themselves and in a way that is relevant to them.
Poster boards are a great way for members of the small team to share their learnings with others and get conversations going!!!
42 KICK-OFF
see it oN the uNit
seeing things in context can help the team better understand the current situation on their unit. How are the issues around shift change impacting the staff and patients on the unit?
KICK-OFF 43
DiAGNOsTic WALk-THrOUGH results of oNe WalK-through:
Nurses giving reports mostly in hallways, and
therefore lots of “walk-by” interruptions.Many of the issues that impact a smooth shift change are things that your frontline staff might be so used to that it might be hard for them to tell you about them. so, go see for yourselves through fresh eyes! (and take pictures!)
• What are examples of good things that are helpful?
• What’s slowing people down?
• What’s the current status quo on how shift change happens?
• supplies and equipment missing? Or not in good working order?
after the walk-through, have everyone share stories about what they saw and identify priorities to be addressed.
tool(s) that are available to you• Walk-through guide
ideas that WorKed:
44 KICK-OFF
get together, share What you learNed!
Now that the small team has spent the time observing patients and peers and talked to them about shift change, get the team together and have them spend time sharing these stories with each other. Give stories provocative titles and use pictures to inspire productive responses and share what you saw. Consider using the following questions to guide the group:
• What did we learn?
• What’s working and what is not?
• What are some big issues we need to address?
address other issues
Consider addressing a few quick wins at this point to gain buy-in and reduce existing interruptions and frustrations!
“What if there are certain issues we found in the kick-off that are not specifically addressed by NKEplus that the staff feel are important to address?”
KICK-OFF 45
ideas that WorKed:
results of oNe WorKshoP:DiAGNOsTic WOrksHOp
If after a walk-through, the team has identified a number of issues that need addressing, work with the team to highlight priorities and brainstorm solutions.
Issues may be as simple as “we need more carts for delivering water to patients”, or how to minimize the impact of admits coming on to the unit during shift change (see the admit line idea).
Make prototypes now! While issues are fresh in people’s minds, work together to create simple prototypes to address the issues that really impact the staff!
sheets passed around amongst RNs at the beginning of the shift to note what they anticipate needing help with (initiated by the Ua).
• PCTs use sheet to plan out their activities for the shift.
• Includes unit level hour-by-hour needs (i.e., cover call lights and get patients up in the morning)
admit liNe
a single phone line dedicated for all admits to the unit.
The phone is always held by the Charge RN or aNM who can then direct calls based on their current knowledge about RNs availability, buffering nurses from interruptions during shift change.
Pct PlaNNiNg sheets
46 KICK-OFF
3. Deciding on an approach
maKe decisioNs about hoW maNy aNd Which Parts
Have the small team discuss how each component of NKEplus will help the unit, taking into account the parts that will have the most impact versus what might be hard to do. Have the small team come to a decision about which pieces of NKEplus they want to try as small tests of change. They will plan these out more thoroughly in the next section.
While the goals is to get every piece of NKEplus up and running eventually, not every unit may be ready to roll out NKEplus all at once. Trying a few discrete parts of NKEplus at a time can be a good option for many units.
KICK-OFF 47
in-room sBAr
*
pre-shift Assignments Unit support
*
Last Hourly round
*
in-room safety check
* careboard with shift Goals &
Teachback
2.
3.
1.
suggestioNs for breaKiNg it uP
If you are going to break it up, we suggest you:
• start with the supporting pieces first (last hourly round, pre-shift assignments, unit support).
• Once those are in place, try out the in-room sBaR. This can be the biggest and most significant change if the RNs are not used to bedside reporting.
• Then once that’s in place, build in the rest of the in-room engagement components.
48 KICK-OFF
Overview of the process:
planning for NkEplus
What’s involved in this section?Now that you have worked with the small team to engage them in the issues and see how the issues impact the unit first-hand, work with the small team to plan out the changes. In this section:
1. Decide on the specifics of NKEplus2. Plan out the test cycle3. Capture baseline metrics
(5 weeks before Go-Live)
50 PlaN
1. Deciding on the specifi cs
tailor the NKePlus comPoNeNts to the uNit
sit down with the team. Work with them to surface how they feel the details of each of the NKEplus components they are planning to try as a small tests of change should be handled.
Use the following pages as reference to help make decisions and provide tips for how to try each of the components. you may also fi nd inspiration from examples of what other units have done.
This is where the unit gets to make NKEplus their own!
PlaN 51
ideas that WorKed:
NKeplus
TOOLs TO sUppOrT THE spEcifics
as this unit tailored NKEplus to fit their unit, they created tools to support some of the things they decided to do. What tools might you need to support ways you are doing NKEplus on your unit?
learn more about how to try out each part of NKEplus and adjust it to fit your unit on the following pages.
staNdard sigNage
signage can be inconsistent and difficult to find, so this unit created five standard signs in every room for their safety check (ensure signage is up to date and have a conversation with the patient about it).
ready room cards
Part of unit support, one unit used these cards to ensure and communicate a room is completely “ready” for a new patient. Unit assistants check to make sure rooms are both cleaned and have the necessary equipment (IV pump and pole, sCd pumps, suction, etc.) before admits arrive.
CUsTOM FITs: Units are able to customize these parts of NKEplus based on the unit’s unique needs and dynamics.
Unit support
Nurse Role
supporting staff Roles
Last Hourly round
pre-shift Assignments
During End of shift During handoff
*
in-room Nurse-Patient engagementRN invites patient to participate in exchange of information.
in-room sBAr
in-room safety check
careboard with shift Goals &
Teachback
**
*
*
52 PlaN
THE lasT HOURly ROUNd
goal: Address patient needs during final hour to help minimize disruptions later on during shift change.
tiPs for tryiNg it:
1. list out what all staff are currently doing one hour before shift change (Uas, PCTs/CNas, RNs, resource RNs, Charge RNs, aNMs, Mgrs).
2. Work with team to outline how the unit wants to distribute responsibilities with an emphasis on:
• Enabling appropriate staff to check in and take care of 4Ps (pain, potty, positioning, personal items).
• Enabling appropriate staff to prepare/distribute hot towels and water (likely PCTs/CNas); ensure you have necessary towels, carts, etc.
• Enabling RNs to close out their shift and proactively set nurses up on next shift (making sure 2 hour supply of IV, etc.).
• Making sure equipment (computers, scanners, etc.) needed during shift change is charged and “ready”.
3. Use workflow cards and role-coordination worksheets to clarify roles and communicate them clearly to staff prior to getting this up and running.
4. Find opportunities to role play working with patients to proactively anticipate their needs (i.e., not just “do you need anything”…more like “shift change is coming. Can we take you to bathroom now before we begin giving reports?”).
hoW oNe uNit did it:
• PCTs/CNas round for potty, positioning, and personal items. distributes hot towels.
• RNs round for pain, checks on IV supplies. tool(s) that are available to you
• Role Coordination Worksheet
• Workflow cards
custom Fit:
What’s the best way for your unit to coordinate roles at the end of shift to proactively address patient needs?
PlaN 53
ideas that WorKed:
PRE-sHIFT assIGNMENTs
goal: Off-going Charge nurse works with unit clerk to get assignments clearly posted in a timely fashion prior to shift change.
Previous shift-assigNmeNt board
One unit got a second small whiteboard to display assignments from the off-going shift next to new assignments. This allows oncoming RNs to know who previously had their patients so they don’t have to rely on the off-going nurse finding them in order to begin reports.
tiPs for tryiNg it:
1. Off-going Charge RN gets draft staffing list from staffing office as early as possible (we’ve seen this happen 4 hours in advance).
2. Get finalized staffing list as early as possible (we’ve seen this happen an hour before shift change).
3. Off-going Charge RN makes assignments, striving for 1:1 hand-offs when possible.
4. Work with the unit clerk to post assignments as early as possible (keeping in mind that some nurses come in early to prepare).
54 PlaN
hoW oNe uNit did it:
• Charge/aNM admit line
• PCT covers call lights while passing out fresh water.
• Ua rounds for equipment, readies rooms for admits.
UNIT sUPPORT
goal: Create clear, well-coordinated roles to effectively address common issues that tend to disrupt nurses in their hand-off and take them out of patient rooms.
Common issues can include: admissions, phone calls, call-lights from patients.
tiPs for tryiNg it:
1. list out what everyone on the unit is currently doing during shift change (including unit clerks, PCTs/CNas, RNs, resource RNs, Charge RNs, aNMs, Managers).
2. Work with team to outline how the unit wants to distribute responsibilities, with an emphasis on: • “Ground Control” - Who’s responding to call light requests,
phone calls, and how is that being triaged?
• “air Traffic Control” - Who and how are admits and transfers handled to minimize impact to staff RNs during shift change?
• What key things need to happen outside shift report for shift to start well (i.e., water jugs filled before med pass)?
3. Use workflow cards and role-coordination worksheets to clarify roles and communicate them clearly to staff prior to getting this up and running.
4. Use the ”Ua call-triage protocol” tool to practice how to best address phone calls and call light requests during shift change.
tool(s) that are available to you• Role Coordination Worksheet
custom Fit:
How do you want to coordinate support roles to enable RNs to focus on bedside reporting during the hand-off?
PlaN 55
custom Fit:
What does SBAR mean for your unit?
IN-ROOM sBaR
goal: Create a uniform reporting structure for delivering patient reports at the bedside that ensures all on-coming RNs have the right information to start their shift strong.
hoW oNe uNit did it:
Put up a big poster and use dot-voting to come to a decision about what should be included in sBaR.
tiPs for tryiNg it:
1. Video tape reports, listing out all the components. Have staff provide input and vote on the components they feel are most important to include in an sBaR report for the unit. determine what sBaR will be for the unit based on input.
2. Role-play sBaR.
3. Practice in the room with patients using Health Connect views (PER, MaR, Order history).
56 PlaN
custom Fit:
What kind of safety check makes sense for your unit?
hoW oNe uNit did it:
In addition to checking IV lines & sites and checking wound sites, one unit decided to review in-room signage with patients and make sure it is up to date.
a separate cardiac unit decided to do regular groin checks.
IN-ROOM saFETy CHECK
goal: Increase safety by ensuring that key safety issues are addressed by two nurses together at every shift change.
tiPs for tryiNg it:
1. Pull relevant reports and analyze data to identify key safety issues the unit would like to focus on during shift change.
2. solicit input from staff on the unit regarding how they feel about these issues.
3. Jointly decide on what the safety check will be and how to work it into the fl ow of the report.
4. Communicate with staff and role-play as a team to practice this interaction.
PlaN 57
ideas that WorKed:
CaREBOaRd GOals & TEaCHBaCK
goal: Patients understand what is happening with their care for the coming shift and are clear about specifi c goals and instructions.
tiPs for tryiNg it:
1. Explain to RNs and PCTs about updating the careboard at the time of Bedside Rounds.
2. allow time for RNs and PCTs to review and practice using Careboards. Train RNs to note: RN name, contact info, patient goals, upcoming procedures, important reminders.
3. Help RNs understand the importance of teachback and how to do it in a way that works for them.
4. Use role-play to help RNs learn for themselves how to integrate updating board, reviewing with patient, and getting teachback.
This unit created an insert for their careboards to help prompt 3 simple goals for the nurse to update during shift change. The box at the bottom also indicates when the board was last updated.
Can you remind me of the goals we’re working on for
you today Mr. smith?
yeah, I need to walk three times and do my breathing exercises ten
times an hour.
Teachback
58 PlaN
2. Planning out the test cycle
Now that the team is familiar with the specifi cs of NKEplus and how to make it fi t their unit, you’ll want to help them plan out a small tests of change to help smooth the transition to implementation. The small tests of change will help the team understand how the approaches they have proposed work for the unit including what they might need to further adjust.
Help them:• set Goals: what is it that they want to accomplish with
NKEplus? Be specifi c, measurable, actionable, realistic, and time-bound.
• defi ne the current state and the future state. Make predictions about what will happen and why.
• defi ne who’s doing what, by when, and what resources will be needed.
tool(s) that are available to you• Project Improvement planning form
• Project snapshot worksheets
• Workfl ow cards
PlaN 59
ideas that WorKed:
WOrk iN TEAmsDrAW THE prOcEss
When possible, have people work in pairs. Team members can provide support and help each other get through stumbling blocks.
Make planning more fun by having team members draw the process. Convey the excitement by also having them draw how it would look or feel!
60 PlaN
3. Knowing where you started
establish baseliNe metrics
you need to know the state of shift changes on the unit before you start implementing NKEplus. Use the data collection tool (part of NKEplus Tracker) to collect metrics about the unit before you start implementing changes. This will help you clearly see the effects of NKEplus after you have rolled it out.
We suggest using this observation tool to collect 30 data points.• Collect over the course of one month, but ideally within
one week.
• Observations can be spread out between different shifts (e.g. 10 for each shift).
• Each report counts as one data point (e.g., if following one nurse taking fi ve reports in one shift, you will have fi ve data points).
tool(s) that are available to you• NKEplus Tracker (data collection
tool, period worksheets) to help you collect and enter data.
INTRO 61 61
Overview of the process:
Trying out NkEplusWhat’s involved in this section?
Here the goal is to try out NKEplus as small tests of change before full implementation. This will help staff ease into the change and allow the small team to make adjustments and decisions about how to fit NKEplus to the unit. In this section, have the small team:
1. Inform the unit what they want to try and why2. Try out small tests of change of NKEplus3. Get feedback on tests of change & make adjustments
(3-4 weeks before Go-Live)
62 TRy
1. Letting the unit knowlet PeoPle KNoW What you WaNt to try
By now, the small team has talked with their peers and patients and seen the current state of shift change, so they have a point of view on how to tailor NKEplus to the unit.
Have them share what they learned with the rest of the unit and propose trying NKEplus out. Work with them to:
1. “show and tell” what they learned using the boards they created in their fi rst-hand research (p. 41). a picture is worth a thousand words; a good story paints that picture forever.
2. Practice clearly articulating proposed tests they feel would create a positive impact on shift change. Emphasize this is just a test.
3. Practice delivering their proposal in an open way that invites input from the rest of the staff.
TRy 63
ideas that WorKed:
HALLWAy Of cONvErsATiON
KeeP What’s imPortaNt iN froNt of PeoPle
Find a place in the unit where you can put up all the input from nurses and patients that was gathered during the kick-off phase. Put up pictures and stories of things the small team observed during their diagnostic walk-around that spoke to them. Post announcements and information about what is about to be tested.
Hold daily huddles here, keeping learnings in front of people so that they can be reminded of what’s being tried and why it is important to them (in their own words).
start and end huddles on a positive note and hold them regularly. Regular standing huddles are good for keeping updates and communications short and to the point...no more than 5-10min...and work well either at the beginning of shift or part way through the shift when workloads dip, but before nurses go on breaks. If mid-shift, consider having the break relief nurse cover for nurses.
64 TRy
2. Trying out NKEplus
try out small tests of chaNge
Try a few things or everything. Try it for a day, or for a week. The goal here is to address concerns and issues before going live with NKEplus and to make sure what you’re trying works for the unit.
When trying out a test of change, consider testing the ideas on a small scale (a few people, a few shifts, etc.) and then building up to eventually running a large scale test with the whole unit.
Post announcements of the change throughout the unit so that everyone knows what’s being tried.
again, make sure people know that it is just a test and that they will be expected to provide feedback!
TRy 65
“thiNgs We’re tryiNg” sheets
Fill out these half-sheets and post them on the unit, or hand them out to staff directly. This sheet is a good place to write down specifi cally what you want people to try and can therefore be easily communicated between shifts.
“tryiNg NeW thiNgs” tags
Use these tags (or ones you make yourself) to communicate in a fun, colorful way that you are trying something new on the unit.
tools that are available to you
Test of change tools:• “Trying new things” tags• “Things we are trying” sheets
additional NKEplus tools for use in tests:• Question Card (sBaR)
• Preparing Hot Towels Card (Final hourly round)
• Ua Message Pad (Unit support)
• Ua Call Triage Protocol (Unit support)
• Ua Checklist (Unit support)
• Final Hourly Round Times fl yerNK
Eplu
s Ess
entia
ls
66 TRy
3. Collecting feedback on the test
get clear, hoNest, aNd sPecific feedbacK
While you’re trying out NKEplus, think about the best way to get clear, honest, and specific feedback. The key to understanding your test is to get specific comments about what is working and what isn’t. Responses like “I like it” are better replaced by “I like the way ____ is working, but I’m having trouble with ____”, or something similar.
you may find it helpful to provide a choice between two options and ask why or simply ask people to comment on their favorite part and their least favorite part. Keep in mind that most people have opinions, but many are too shy to provide them. Think about how you can gather responses regularly and anonymously from everyone.
“This is the first time anyone asked me what I thought!”
TRy 67
ideas that WorKed:
QUEsTiON Of THE DAy
a good way to get anonymous feedback from staff members is to put up a “Question of the day” drop box. Circulate questions that you want people’s feedback on and refresh them daily.
fEEDBAck sHEETs
Big sheets of paper posted up in a place where staff see them regularly are a good simple way to solicit input from staff members. Giving people a few distinct scenarios to choose from makes it simple and easy for staff to respond.
tool(s) that are available to you• Question of the day board
68 TRy
69
Overview of the process:
rolling out NkEplus
What’s involved in this section?Once the small team and selected groups have tried NKEplus out and made necessary tweaks, it is time to fully implement NKEplus with the entire unit. This involves:1. Staff Training
2. Get managers to commit to see it in action3. Go Live!
(One week before Go-Live)
70 ROll-OUT
1. Staff Training
clarify the Process
Once the unit has tried out NKEplus and decided on how they want to customize it for the unit, you’ll want to make sure staff are all clear about what the process now looks like so they can implement it.
tool(s) that are available to you• NKEplus Badge Cards
• NKEplus Overview poster
• NKEplus Goals poster
• Imagine your day worksheet
• Cards of various uses
ROll-OUT 71
tool(s) that are available to you• NKEplus Badge Cards
• NKEplus Overview poster
• NKEplus Goals poster
• Imagine your day worksheet
• Cards of various uses
How might you make training feel more like a conversation...
...than a lecture?
helPful guideliNes for effective traiNiNgs• sign people up...simply announcing the time and expecting attendance
can result in low turnout. Provide two days for people to choose from to ensure everyone has an opportunity to participate.
• set a fun, open, and relaxed tone. set up the training to be more of an inspiring conversation and a role-playing experience than a lecture.
• during training, open up the conversation and invite people to participate. How do people relate to the issues? do they have similar stories?
staff traiNiNg set-uP
tiPs & tricKs:
suggested traiNiNg ageNda (1.5 hours) :
• Explain the goal of NKEplus to the entire unit and help them
understand why it is important.
• Have the small team share stories about what they learned and
heard throughout their immersion and small tests of change so far.
Invite others to chime in with their own stories and perspectives.
• Have the small team propose what they’d like to implement,
emphasizing that they have tailored it to fit the unit to the best of
their ability.
• Clarify actions of NKEplus by role-playing and having staff practice
discrete parts.
72 ROll-OUT
ideas that WorKed:
rOLE-pLAyiNG DUriNG TrAiNiNG
Role-playing is a great way for staff to “get a feel” for new processes and behaviors in a safe environment. Physically experiencing new behaviors is the first step toward internalizing them.
There’s a lot going on in NKEplus, consider role playing the components and how to best integrate them to make them feel seamless:
• Bedside introductions
• Use of the question card
• Talking to patients about their plan of care
• doing data reporting with patient as focus
• Teachback
There’s also a lot of situations that might impact NKEplus, consider role-playing:
• Including doctors in shift change
• What to do if the patient is in a shared room or has visitors
• How to deal with demanding patients during shift change
• What to do if the patient is asleep or on the phone
tool(s) that are available to you• Pop-up Video library
• Tips for HIPPa compliance
ROll-OUT 73
2. Planning for Go-Live
commit to seeiNg it iN actioN
The most important thing managers can do to ensure the success of NKEplus is to be present on the fl oor during shift change. There is no replacement for seeing the process in action fi rst-hand.
Before going live, sit down with the manager to commit to rounding on the fl oor before and during shift change – supporting and seeing how things are going. Work out ahead of time amongst the managers, support (i.e., educators) , and champions how best to provide on the fl oor visibility and coaching support during the fi rst few weeks in particular.
In addition, having hospital leadership make random visits to the unit is a great way to show system-wide commitment to the change. This can be especially powerful the fi rst week after Go-live.
tool(s) available to you• Manager sign-up calendar
74 ROll-OUT
3. Go Livehighlight the begiNNiNg
When you’re ready to roll out the NKEplus process, you’ll want to mark the change as visibly and memorably as possible in the staff’s minds so they know it is time to start doing things differently.
ROll-OUT 75
Mark the day you will go live ahead of time, and count down to it as a moment when the unit will get to roll out THEIR NKEplus.
Then, celebrate the kick-off day with a party. (smoothies, shakes, funny hats, streamers, patient engagement cards.) This is their NKEplus after all!
76 ROll-OUT
other tools you may Need for go-live• Question Card
• Preparing Hot Towels Card
• Ua Message Pad
• Ua Call Triage Protocol
• Ua Checklist
• “We made it ours” tags
• NKEplus Overview poster
PatieNt-rN aPPreciatioN card
you can also involve patients in your Go-live celebration. Have them recognize the staff for the great job they are doing with NKEplus. Use the Patient appreciation Cards found in the NKEplus toolkit, or make up your own way to involve patients in the Go-live celebration!
NKEp
lus E
ssen
tials
EValUaTE & sUsTaIN 77 77
Overview of the process:
keeping NkEplus
goingWhat’s involved in this section?Beyond the first week or two of implementation, the
goals is to sustain NKEplus for years to come through a combination of tracking tools, observations, and regular check-ins. In this section:
1. Gather metrics using NKEplus Tracker2. Encourage ongoing manager presence on the floor3. Have regular unit check-ins4. Celebrate Successes!
(Sustaining beyond Go-Live)
78 EValUaTE & sUsTaIN
be iN the KNoW!
Regular period measurement using the three tools of NKEplus Tracker will help you measure and understand the state of NKEplus.
as the timeline indicates, you will use the NKEplus tracker to collect 30 data points every month until you have reached “Green light status” three months in a row, at which point you can collect quarterly. Further details about the NKEplus Tracker can be found in the NKEplus Toolkit.
as you go, keep in mind that every bit of feedback is a chance to act. Use the data you collect to celebrate what the unit does well, and create interventions to address issues and parts of NKEplus the unit struggles with.
1. NKEplus Tracker
EValUaTE & sUsTaIN 79
tools:
timeliNe:
collect 30 data PoiNts:
collect 30 data PoiNts:
3 consecutive months of Green-light statusOnce a month Once every quarter
goal:
Data collection tool Period worksheet Dashboard (Tables and charts)
*Recommendation: Consider adding an analyst from your quality department to assist with data collection and analysis!
80 EValUaTE & sUsTaIN
2. Ongoing manager presence
eNcourage leadershiP suPPort
Manager presence on the unit floor before and during shift change is an important component of sustaining NKEplus. The managers’ presence provides opportunities for them to see real-time how things are going, and it keeps them in the know regarding how the metrics actually manifest themselves on their unit.
Being on the floor also provides good opportunities for managers to show the unit that they are committed to NKEplus and that NKEplus isn’t just another “flavor of the month.”
Work with the unit managers (asst. managers and Charge RNs too) to build presence on the floor into their daily workflow.
EValUaTE & sUsTaIN 81
ideas that WorKed:
mANAGEr rOUNDiNG
tool(s) that are available to you• Charge RN checklist
Regular manager rounding has consistently been pointed to as the most effective way to sustain NKEplus during shift change.
Examples of things managers can do:
• Identify top things each person can do in 15 minutes a day to support NKEplus (Charge RN checklist).
•Use this time to conduct your customer service rounds.•Create a checklist to help you be consistent in what you
look for.•Help sort/direct incoming admits and other issues
that emerge so staff can focus on giving and receiving bedside reports.
82 EValUaTE & sUsTaIN
3. Regular Check-ins
listeN, learN, aNd adJust
Help the unit keep up the attention to NKEplus. set up weekly check-ins with them.
Talk to them about:• How things are going? What’s going well
and not going well? Why?
• What do they want to do/focus on for coming week?
• Who wants to do what?
EValUaTE & sUsTaIN 83
ideas that WorKed:
15-miNUTE sTANDiNG mEETiNGs
tiPs for 15-miN staNdiNg meetiNgs:• Think about ways to free up the champions so they can
participate (break relief for those on shift, committee time for those who are not normally scheduled).
• leaders must always show up. It’s 15 minutes!
• leaders must take away some action items, but not all.
• Champions need to be allowed to take away some action items themselves.
• leaders should be self aware of facial/physical expressions. Ensure facial/physical presence expresses staff support and open-mindedness.
• Consider holding the meetings during a dip in the workflow but before staff begins taking breaks.
No oNe has time!!!
Set up weekly standing hallway meetings (15 minutes or less) where champions and leadership can touch base, and anyone else who wanders by can participate.
84 EValUaTE & sUsTaIN
4. Celebrating successesrecogNize small WiNs!
To sustain change, it is important to recognize successes. look for every opportunity to recognize your staff meaningfully and thoughtfully.
Gather up as many stories as you can about successes, and share, share, share!!!
EValUaTE & sUsTaIN 85
ideas that WorKed:
cELEBrATiON BOArD
milestoNes to celebrate:
• Improvements in key service measures or nursing communication measures in HCaHPs
• Noteworthy examples of model behaviors observed during shift change
• Positive patient comments and impacts as a result of RNs involving patients in their care. (Managers can solicit this during customer service rounds.)
Ways to celebrate:
• Huddle announcements!
• Invite hospital leadership to honor successes!
• Patient appreciation week!
• Pizza parties!
• starbucks cards!
a Place to celebrate
This unit put up a magnetic whiteboard to display successes from NKEplus for everyone on the unit to see. The board then went on to become a permanent fi xture for celebrating other successes on the unit!
86 EValUaTE & sUsTaIN
• NKEplus Float RN tool
• Call-light dashboard
• Bedside Tidbit cards
• Make your own dashboard
• Further sustainability Tips
additioNal tools for sustaiNability...
The following tools may also be helpful to you as you sustain NKEplus.
Bedside Tidbit Cards
Help remind staff of the goals of NKEplus in a fun way through these tidbit cards.
Make your own dashboard
Celebrate successes and help staff reach goals with a dashboard you can make yourself.
These tools and more in the NKEplus Toolkit!
Too
lkiT
The NKEplus Toolkit
in the following pages you will find a collection of posters, guides, flyers, and other tools that were called out in the Playbook to help you successfully implement NkEplus. These tools will help you plan, educate, reinforce behaviors with staff, and sustain NkEplus for years to come.
You will find the tools in digital form at the end of this book. Many of them are ready to print right away, while others are templates meant to be customized to the unit before being printed and are marked as such.
Tools, Tools, Tools!
ToolkiT 89
90 ToolkiT
Tools by stage
PREPARE
• U1: Unit Self-Assessment Tool
Having the right tools when you need them can make all the difference.
in the following pages, you will fi nd all the tools called out in the Playbook as well as a few more. For simplicity, tools are grouped by the stage in which they may fi rst be useful, but many of the tools will come in handy more than once as you implement NkEplus on your unit. Feel free to use any tool wherever and whenever you need it. They are here for you!
PLANNING
• P1: Role Coordination Worksheet
• P2: Pi Planning form
• P3: Project Snapshot worksheet
• P4: Workfl ow cards
KICKOFF
• K1: Roll-out Schedule poster
• K2: NkEplus Think tank poster
• K3: NkEplus Goals poster
• K4: NkEplus overview poster
• K5: interview guide (cards)
• K6: Walk-through guide (cards)
909090 ToolkiTToolkiTToolkiT
ToolkiT 91
EVALUATE AND SUSTAIN
• S1: NkEplus Tracker Tool
• S2: Charge RN checklist
• S3: NkEplus fl oat tool
• S4: Bedside Tidbit cards
• S5: Call-light dashboard
• S6: Create your own dashboard
• S7: Further sustainability tips
ROLL OUT
• R1: NkEplus Badge Cards
• R2: imagine your day worksheet
• R3: Cards of various uses.
• R4: Pop-up Video library
• R5: Tips for HiPAA compliance
• R6: Manager sign-up calendar
• R7: “We made it ours” tags
• R8: Patient-RN Appreciation clips
TRYING THINGS OUT
• T1: “Things we’re trying” sheets
• T2: “Trying new things” tags
• T3: Question Card
• T4: Preparing Hot Towels Card
• T5: UA Message Pad
• T6: UA Call Triage Protocol
• T7: UA Checklist
• T8: Final Hourly Round Times fl yer
• T9: Question of the Day
NKEp
lus E
ssen
tials
92 ToolkiT
Prepare
HOW TO USE IT
Use this self-assessment tool to see how ready the unit is to introduce NkEplus.
SELF-ASSESSMENT TOOLU1
Note: “Prepare” is not a stage in the Playbook, but this tool is so useful, we couldn’t stand to leave it out! Use it to make sure a unit is ready to start rolling out NKEplus.
ToolkiT 93
Kickoff Tools• K1: Roll-out Schedule poster
• K2: NkEplus Think tank poster
• K3: NkEplus Goals poster
• K4: NkEplus overview poster
• K5: interview guide (cards)
• K6: Walk-through guide (cards)
94 ToolkiT
HOW TO USE IT
Put up a big poster to communicate project schedule. Use this to help set expectations with staff regarding timing and roles.
ROLL-OUT SCHEDULE POSTERK1 NKEPLUS THINK-TANK POSTERK2
HOW TO USE IT
Use this fun poster to build excitement about NkEplus and convey that the unit is “making it theirs”. Put the poster up on a conference room door or somewhere that marks a designated space where the champions team can explore and immerse themselves in NkEplus, make decisions, hold diagnostic workshops, and create additional posters to put up on the unit.
ToolkiT 95
NKEplus GOALS POSTER
HOW TO USE IT
Use this poster to communicate the goals of NkEplus. Point to it during training, post it up on the walls, keep it around for reference throughout the soft-start process. Having everyone understand the overarching goals of NkEplus will keep the unit striving for the same outcomes while allowing individuals to be fl exible in their approach.
it around for reference throughout it around for reference throughout
NKEplus OVERVIEW POSTERTemplate
6. Unit Support
Nurse RoleSupporting Staff Roles
1. Last Hourly Round
5. Pre-shift Assignments
During End of shift
During handoff
*
In-Room Nurse-Patient EngagementNurse invites patient to participate in exchange of information.*
2. In-Room SBAR
3. In-Room Safety Check
4. Careboard with Shift Goals &
Teachback
**
NKEplus 6 Essential Parts
CUSTOM FITS: Customize these parts of NKEplus based on the unit’s unique needs and dynamics.
*
HOW TO USE IT
Use this poster to share a summary of NkEplus with the unit.
Post it up in one or more obvious places where staff can see it an get familiar with it. Staff bathrooms, staff conference rooms, nurse stations, computer carts, and hallways are all good places for this information.
K3 K4
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WALK-THROUGH GUIDEK6
HOW TO USE IT
Use these cards as guides for what to look for while performing a walk-through of the unit. The prompts are meant to help the observer see fi rst-hand and better understand the issues on the unit around shift-change.
INTERVIEW GUIDEK5
HOW TO USE IT
Use these cards as guides for interviewing patients and peers about shift changes to discover and understand the issues and concerns fi rst-hand.
ToolkiT 97
• P1: Role Coordination Worksheet
• P2: Pi Planning form
• P3: Project Snapshot worksheet
• P4: Workflow cards
Planning Tools
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ROLE COORDINATION WORKSHEETTemplate
HOW TO USE IT
Use this sheet to help staff coordinate roles on the unit during shift change. Using initial input from nurses, make a sheet that shows who might do what at different times during the shift change.
letting the unit decide how to coordinate roles helps them feel ownership of the process and gets them thinking critically about how to get things done in a way that works for everyone.
HOW TO USE IT
Use this form to help think about and set specifi c goals around how NkEplus will positively impact the unit.
PI PLANNING FORMP1 P2
ToolkiT 99
WORKFLOW CARDSTemplate
HOW TO USE THEM
Capture and communicate what staff will be trying (NkEplus processes & behaviors) using these half-sheets. Tack them to computer carts or hand them out directly to provide staff with the specifi cs they need.
P4PROJECT SNAPSHOT WORKSHEETS
HOW TO USE IT
Provide this tool to nurses to help them think through problems and ideas they want to try out and communicate them clearly to each other. This sheet can also be used for future projects that involve getting nurses involved in making changes they want to see on the unit.
P3
100 ToolkiT
“Trying Things Out” Tools• T1: “Things we’re trying” sheets
• T2: “Trying new Things” tags
• T3: Question Card
• T4: Preparing Hot Towels Card
• T5: UA Message Pad
• T6: UA Call Triage Protocol
• T7: UA Checklist
• T8: Final Hourly Round Times flyer
• T9: Question of the DayNK
Eplu
s Ess
entia
ls
ToolkiT 101
“TRYING NEW THINGS” TAGS
HOW TO USE THEM
Post these cultural reminder tags up on the unit during the “customize and try” phase to indicate ideas the unit is trying out and needs feedback on.
“THINGS WE’RE TRYING” SHEETS
HOW TO USE THEM
Fill out these half-sheets and post them on the unit, or hand them out to staff directly. This sheet is a good place to write down specifi cally what you want people to try. The written instructions can easily be communicated between shifts.
You can never have enough communication materials when it comes to trying new ideas. Staff will be able to provide better feedback about their experience when they are clear about what they are being asked to try.
T2T1
you want people to try. The written you want people to try. The written
102 ToolkiT
QUESTION CARD
NKEplus Essentials
HOW TO USE IT
For patients who have a lot of questions during shift report, nurses can give them this card to write things down and remember for later.
This allows the nurse to stay on track getting the rest of reports and follow up on patient questions when he or she returns during assessments.
Sample introduction:
“I have to take report on my other patients right now, but I defi nitely want to know about any questions or concerns you have.
I’m going to give you this card to down any questions you might have for me.
I’ll be back within an hour to assess you. And that’s the perfect time for us to talk about any questions you might have.”
Questions/Notes
Questions/Notes
CAPTURE QUESTIONS FOR YOUR RN/DOCTOR
CAPTURE QUESTIONS FOR YOUR RN/DOCTOR
A hospital can be a confusing place. Often it can
be hard to remember what you want to ask!
Use the space below to write down questions
you have (or anything else you want to
remember). Check out the back of this card for
questions you might not have thought about.
A hospital can be a confusing place. Often it can
be hard to remember what you want to ask!
Use the space below to write down questions
you have (or anything else you want to
remember). Check out the back of this card for
questions you might not have thought about.
T3
ToolkiT 103
NKEplus Essentials
UA MESSAGE PAD
HOW TO USE IT
Use these brightly colored, self-stick message pads to ensure nurses get messages passed to them about family, patient, and other clinician needs during shift change. Stick them to computer carts where nurses won’t miss them.
Pads pictured here are available at most offi ce supply stores.
T5PREPARING HOT TOWELS CARD
NKEplus Essentials
HOW TO USE IT
Tack this to the hot towel cart when fi rst starting NkEplus. instructions like this may seem unnecessary, but they can go a long way to helping make the transition as easy as possible in the early stages of a new process.
T4
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UA CALL TRIAGE PROTOCOL
NKEplus Essentials
UA CHECKLISTTemplate
NKEplus Essentials
HOW TO USE IT
Post this checklist near unit assistants/clerks workstations to provide clear instructions for what they can do to support nurses during shift change. The goal is for any unit assistant, including fl oats, to be able to see it and understand it easily.
Bright colors will help it stand out and maintain a fun feel.
HOW TO USE IT
Provide this to the Unit Assistant to help establish a consistent way to triage calls from different parties (family members, doctors, patients, etc.).
clear instructions for what they can do clear instructions for what they can do
T6 T7
ToolkiT 105
FINAL HOURLY ROUND TIMES FLYERTemplate
HOW TO USE IT
Use this tool to encourage staff to complete their fi nal hourly round within the last hour of their shift by calling out a specifi c time for staff to start fi nal rounds.
other good reminders include: sending automatic text messages to nurse Spectralink phones, calling all nurses directly (UA), manager rounding, dimming lights or turning lights back on. Make up your own!
HOW TO USE ITHOW TO USE IT
T8 QUESTION OF THE DAY BOARD
HOW TO USE IT
Make your own board and solicit feedback from the staff. The key is to create a public forum that gets people’s attention with a way for them to answer privately. Some tips:
• Post board on staff-room door to get people’s attention.
• Hand out strips of paper at huddles.
• Display answers in a fun format.
HOW TO USE ITHOW TO USE IT
T9
106 ToolkiT
Roll-Out Tools• R1: NkEplus Badge Cards
• R2: imagine your day worksheet
• R3: Cards of various uses.
• R4: Pop-up Video library
• R5: Tips for HiPAA compliance
• R6: Manager sign-up calendar
• R7: “We made it ours” tags
• R8: Patient-RN Appreciation clips
ToolkiT 107
NKEplus BADGE CARDSTemplate
HOW TO USE THEM
Provide these cards to nurses and PCTs to attach to their badges as a reminder of the process. This will serve as a reference they can always have on hand.
R1 IMAGINE YOUR DAY WORKSHEET
HOW TO USE IT
Use this worksheet to help staff think about the general schedule of their day now and any adjustments they might make adjustments to make NkEplus work for them.
R2
108 ToolkiT
CARDS OF VARIOUS USESTemplate
R3
HOW TO USE THEM
Use this card template to make fun cards that can be used in multiple settings. Here are two occasions where cards can be useful:
1) Story Capture during training
The training kickoff meeting should involve a lot of listening and sharing. Help nurses build excitement around NkEplus by sharing stories that highlight the issues that NkEplus is trying to address. Capture these stories on cards so they can be easily shared across shifts.
2) Quiz Cards
Make meetings fun with quizzes. Ask questions to get staff thinking more deeply about the process. The goal is to get them thinking about why you are doing this and asking themselves, “How well do i know this?”
Throw in questions that are obvious, don’t matter, or don’t have a right answer to keep it from feeling like a test. Provide candy or small prizes to winners.
ToolkiT 109
HOW TO USE IT
Use any one of this series of tips and tricks videos to demonstrate nursing best practices during shift change to staff. Videos are taken from real nurses with real patients in a live setting. Topics include: engaging patients during shift change, showing as a way of telling, dealing w/ doctors and family members during shift-change, etc.
POP-UP VIDEO LIBRARY TIPS FOR HIPAA COMPLIANCE R4 R5
HOW TO USE IT
Use this document to help nurses understand and practice protecting patient privacy while involving them in shift change in cases where others are in the room during the bedside handoff.
110 ToolkiT
MANAGER SIGN-UP CALENDAR
HOW TO USE IT
Use this sign-up calendar to help managers commit to seeing NkEplus in action during implementation.
R6 “WE MADE IT OURS” TAGS
HOW TO USE THEM
Use these tags on handouts and giveaways during the Go-live to remind nurses that NkEplus is a process designed by them and customized for them.
R7
ToolkiT 111
HOW TO USE THEM
Hand out these cards and clips to patients on the fl oor to get them engaged in the process of going live with NkEplus. Hold a contest to see which nurse can get the most clips for involving their patients in the bedside handoff.
PATIENT-RN APPRECIATION CLIPSR8
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Evaluate and Sustain Tools• S1: NkEplus Tracker Tool
• S2: Charge RN checklist
• S3: NkEplus float tool
• S4: Bedside Tidbit cards
• S5: Call-light dashboard
• S6: Create your own NkEplus dashboard
• S7: Further sustainability tips
ToolkiT 113
NKEPLUS TRACKERS1
HOW TO USE IT
The NkEplus tracker consists of three tools. The details for how to use each of these tools are outlined on the following pages. --->
Data collection tool Period worksheet Dashboard (Tables and charts)
114 ToolkiT
NKEplus TRACKER: Data Collection Tool
Use the data collection tool during period observations to see how NkEplus is going. it is meant to be printed and photocopied so it can be fi lled out by hand.
FREQUENCY: To get a suffi cient read on how NkEplus is going, you will need to collect 30 data points per month -– ideally in the same week per month. one data point equals one shift change on one patient.
if you have 2 shifts, collect 15 med passes from AM and 15 from PM. if you have 3 shifts, collect 10 from morning, 10 from afternoon, and 10 from the night.
HOW TO USE IT: The observer tracks the number of interruptions using hash marks and use an X or o to mark which steps of NkEplus have been completed.
Use three codes to collect the data properly:• X = the task was completed
• o = the task was not completed
• N/A = not applicable...the task could not be completed.
X X X
O O N/A
X O X O
X N/AX X XO
X OX X N/A
3 3 1
in the example above, for Data Point #1, the oncoming nurse
was not introduced to the patient so an “o” was placed into
the box since this step should have been performed.
S1
ToolkiT 115
NKEplus TRACKER: Period worksheet
After the 30 data points are collected they need to be entered into the correct Period worksheet (see Excel fi le). The correct Period is the next Period that is blank.
For example, if Period 2 is fi lled out, and Period 3 is empty, then the period to enter the data is Period 3. To enter the data, use an “x” to indicate the process step was completed, “o“ (not a zero!!) if it was not, and blank if the nurse was unable to complete it.
This should be direct data entry from the Data Collection Tool to the Period worksheet.
S1
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NKEplus TRACKER: Dashboard (Tables and charts)
The Table and Charts worksheet is your guide to understanding the state of NkEplus on the unit.
lucky for you, this worksheet automatically tabulates and creates the charts based on your data entry in the period worksheet. Therefore, the Table and Charts worksheet is only for viewing and printing, so no data should be entered here.
PART 1: DASHBOARD TABLE
The fi rst section is the “Green light” table. Based on the data, the table will calculate a result and automatically turn it red, yellow or green.
GREEN indicates success- the task was completed ≥90% of the time or time in the room is between 3 and 5 minutes.
YELLOW indicates that more work needs to be done -– the task was completed between 80% and 90% of the time, or time in the room is between 1 and 3 or between 5 and 7 minutes.
in this example, see the unit moving from
red to yellow/green, meaning that they are
showing improvement!
S1
RED indicates that a “more heroic” intervention may be needed. The task was completed < 80% of the time or time in the room is less than 1 or greater than 7 minutes.
ToolkiT 117
NKEplus TRACKER: Dashboard (Tables and charts)
PART 2: CHARTS
The second section of the Table and Charts worksheet is composed of four charts to make it easier to visualize the state of NkEplus.
Remember that all data points in the future are zero, thus the charts “plunge” to zero after the last entered data point.
S1
118 ToolkiT
CHARGE RN CHECKLISTS2
HOW TO USE IT
Have Charge RNs and managers use or modify this checklist of daily activities that includes top things each person can do to support NkEplus. The goal is to help them build supporting the unit into their daily workfl ow.
HOW TO USE IT
Having fl oat RNs that don't know how to participate in NkEplus can be disruptive to the process. For a good implementation, use this tool to walk your fl oat RN through what NkEplus is about and help them understand that at the bare minimum they are expected to participate as a member of the frontline staff in your unit.
NKEplus FLOAT TOOLS3
ToolkiT 119
HOW TO USE IT
Having trouble with your fi nal hourly round and call lights during shift change?
Put this up on the unit to give a live readout of “how we’re doing” on NkEplus during your roll out.
Track call lights to show how well your fi nal hourly round is impacting call lights during shift change.
NKEplus... GOOD NEWS! Call lights during shift change Average # of calls before NKEplus: 12 -
11 -10 -9 -
8 -7 -
6 -5 -
4 -3 -
2 -1 -
0 -Sunday
AM PM EVE
Monday
AM PM EVE
Tuesday
AM PM EVE
Wednesday
AM PM EVE
Thursday
AM PM EVE
Saturday
AM PM EVE
Other reasons toCelebrate...Friday
AM PM EVE
CALL-LIGHT DASHBOARDBEDSIDE TIDBIT CARDSS4 S5
HOW TO USE THEM
Use these cartoons to convey the “whys” of bedside reporting in a refreshing and fun way. Post them up on the unit, hand them out to nurses, place them around in conspicuous places, etc. This is especially useful as reminders as you’re trying to sustain NkEplus.
Use them a few at a time and make them last. Pick one that’s relevant to what you’re working on.
You can also use them as a fun way to get staff to share stories that are related to these topics.
120 ToolkiT
CREATE YOUR OWN NKEplus DASHBOARDS6
HOW TO USE IT
When sustaining NkEplus, pick a few focus areas that you want to put in front of your staff as reminders of what the unit is working on.
Here’s a fun way to show the data you’ve collected:• Go to a fundraiser thermometer generator on the internet.
This one is good: http://www.entropyfarm.org/software/thermo/
• Create a thermometer chart using data you have pulled from NkEplus Tracker that you want to show your unit. Pick and choose the area you want your unit to focus on.
• Enter the number from your NkEplus Tracker data as “current” and use 100 as “goal”.
• Click on “Save Graphic” and save it to your computer. it will save as JPG. Paste it into Powerpoint or Word, and make a poster out of it.
• label your thermometer so that it’s clear, along with messages you want to convey to the staff.
FURTHER SUSTAINABILITY TIPSS7
HOW TO USE THEM
Use these tips to help guide you as you sustain NkEplus on different units. Many of these tips are can be applied to sustaining other initiatives as well.
Sust
aina
bilit
y Ti
ps a
nd tr
icks
Make slippage uncomfortable: Don’t let slippage become the norm.
• React at fi rst signs to make it clear that returning to old ways in not desirable.
• Be careful not to be too negative, but at the same time don’t shy away from giving
feedback where it is needed.• Remove old structural supports associated with the old way.
Keep up the attention: Don’t let the attention slip away, keep it on people’s minds.
• Keep on measuring and feeding back: Measurement communicates that something is
a priority. Set up a system that assures automatic re-measure. Make it a continuous
improvement effort, never really let it settle into simple maintenance mode.
• Recognize and celebrate maintaining performance.
• Set the bar even higher, try to improve even more. e.g. Create friendly competition between units to
improve even more.• Re-train, re-educate, re-campaign• Educate new staff. Quickly educate fl oat RNs or staff unfamiliar with NKEplus using the
NKEplus Float Tool.• Continue to create the positive emotional story of what NKEplus has brought to the
unit.• Use the excitement of improvement to keep up the attention.
• Continue to listen to staff, leadership, and champions to ensure that their stories are
being heard. e.g. Share stories in huddles or post them up on the wall. Try to share stories every other week or so.
Keep messages fresh with humor.
Structure it: Build the improvement into the fabric of daily work and systems
• Standardize: Incorporate the new way into policies and procedures.
• Establish on-going training.• Create new roles and responsibilities that support the new process.
• Make someone accountable to see that the new process does not degrade back to
previous levels.• Have bite-size but consistent tasks everyday to support NKEplus.
• Make processes clear and transparent. e.g. Outline the unit support responsibilities and post it on the
unit.
Engage others to support: The change should not rely on just one person for
success.
• Involve other people in it so they constantly remind each other to keep up the work.
• Support champions to develop their role. Continue to include them in where to focus
for sustaining NKEplus.• Work with local organization management experts to get insights on creating change.
ToolkiT 121
122 GloSSARY
ANM- AssistANt Nurse MANAger
CAreboArd- A pAtieNt-CAregiver CoMMuNiCAtioN boArd thAt lives iN eACh pAtieNt rooM.
CNo- Chief NursiNg offiCer
Coo- Chief operAtioN offiCer
evs- eNviroNMeNtAl serviCes
iA- iMproveMeNt Advisor
NKe- Nurse KNowledge exChANge
pCt- pAtieNt CAre teChNiCiAN (sAMe As CNA, Nurse Aide, NursiNg AssistANt, etC)
pi- projeCt iMproveMeNt
pM- projeCt MANAger
rN- ANy Certified Nurse
sCl- sANtA ClArA KAiser perMANeNte hospitAl
sAC-sACrAMeNto KAiser perMANeNte hospitAl
ubt/dbt- uNit bAsed teAM/depArtMeNt bAsed teAM
uA- uNit AssistANt (sAMe As uNit ClerK)
Glossary of Terms
Congratulations & good luCk!