1. Magnet Site Visit Briefing
Chris Tarver, DNP, RN, CNS, NEA-BC
BAMC
May 21, 2015

2. Disclaimer
I am sharing information from our Site Visit for 3rd Designation… we have not heard the final decision yet  Lead Appraiser: Jim Fischer, Michigan CNO; 3rd designation documents due in August Appraiser: Kathy Chapman, Portland VA CNO; just submitted supplemental for 3rd Designation Appraiser: Judy Jones, Boise Director Education; had received word day before visit that hospital got site visit for 4th designation

3. Prepping Public and Staff notification (binder)
Formal educational classes
Life Line Booklets
Staff general
Escort MV
Escort LG

4. Supplemental Request
8 remaining questions that we had to submit on first day of site visit via flash drive DURING site visit: - a “one sentence add” to SE9b (NL & community) - additional evidence added to TL8b (CN-CNO & pt experience) - recopied onto flash drive during site visit

5. Challenging SOE EP1
EP1. Process for Evaluation of PPM (re-designation).
Became a “special” meeting during site visit
Presented what we had done in “3rd try”
Kathy Chapman told us: submit for podium next year!

6. Practice, Practice, Practice
Mock Survey conducted in January 2015 with Karen Speroni from ANCC
Rated areas/meetings R/Y/G
Based on previous site visit agenda
Mock meetings w/Kathleen Hickman (local consultant) based on “red” areas AND added meetings or “combo” meetings

7. Magnet Headquarters Schedules Tent Cards Binders Lap tops
Sign in sheets
Help from Auxilians
Appraisers also had their own headquarters – same all 3 days

8. Working Together!

10. The visit!! April 22 - 24 3-day visit; 3 surveyors
Afternoon of Day 2, two surveyors to Los Gatos Campus
Same escorts all 3 days
New ANCC “rules” about escorts
Still Surveyor dependent

11. We LOVE our Magnet Escorts!

12. Welcome Group
Strategically plan based on the style of your hospital, your nurses, and the appraisers bios/ backgrounds
We did Magnet Committee, Shared Governance Reps & escorts in lobby

13. HELLO LOS GATOS!

14. Unit Tours Went to every unit No managers, no educators
Escorts managed sign in sheets
Worksheet to plan Unit Tour
Designated place to stand
Designated greeters & topics
Greeter buttons

16. Plan your routes! Walk-through with Escorts Prior to visit

18. “Combo” meetings
Had to ‘re-practice’ with some of the groupings to see how it would flow together (all were 1 hr):
Finance and budget formulation, staffing and scheduling plans and processes (directors, charge nurses, hosp sup, finance)
Pay and benefits, PAs, Nursing Satisfaction, HWE, Nursing Recognition (CNO, HR Reps, directors, clinical managers, clinical nurses)
Ethics, IRB, Patient Rights, Nursing Research Council
Had to make grid d/t overlap

19. Shining for Magnet! And show up 15 minutes early 

20. Community Meeting
Over-invite! First responder partners Foundation members Patients representing various service lines Gave “thank you” gift after luncheon

21. Medical Staff Leadership & c-Suite Prep
Done by CNO Cheryl Reinking – 1:1

22. Open Staff Session
Jim: “no one ever shows up to these things” Chris had sent Outlook evites: who didn’t get a meeting… RNs and RN-partners (PE team, etc) Lined up for full hour Jim met w/ 1-2 at a time

23. HR File Folder Review – EP15 and beyond!
Selected from breakfast/lunch rosters:
4 direct care nurses, 4 managers, 2 directors
PA, Self Appraisal, Peer Review, Goals And . . .

24. Questions?
Chris Tarver THANK YOU!!