1. Communication Template
March 13-15, 2013
Intermountain Medical Center
Salt Lake City, Utah
Communication Template
From the Bedside to the Balance Sheet: Engaging Front-line and Finance Staff to Lower Costs and Drive Quality
Jill - Welcome
What will you do by Tuesday?

2. Aim & Strategic alignment
What are you trying to accomplish?
How does this align with your strategic priorities and key initiatives?

3. Global Metric
Consider at least one (1) run chart that demonstrates the impact of your portfolio on a global metric for your organization, service line or department (see example).
Describe:
Directions:
Create a run chart demonstrating your savings/tracking over time. This slides should reflect a summary of your work over the past 1-2 years. See example on the following slide.
Consider one of the following types of global metrics:
Cost/case
Cost/discharge
% operating expense (dollar savings to date)

4. Example Global Metric
This is just an example. You can delete this slide from your final slide set and replace it with your own global metric.

5. Key stakeholders
List & describe

6. Potential Portfolio Aim of Portfolio: Current Portfolio Projects:
Percentage of Operating Budget
Savings in US Dollars
Project Name
Projected Savings
Savings to Date
Key
Changes
Quality Measure $
Totals
Directions:
Please list your organization’s projects, projected savings, savings to date, key changes and quality measure(s).
Key Changes: What did you do? Examples might be “implemented bundles” or “standardized guidelines”
Quality Measure(s): What aspect of clinical performance or patient/family experience are you tracking for this project? What are you measuring to know if you are on track? If no quality measure, did you analyze? "N/A Yes" or "N/A No"...."

7. 1 – Charter established 2 – Activity, but no changes 3 – Modest improvement
4 – Significant progress
5 – Outstanding success
Project Progress
Project Name / Month
2012
2013 1 2 3 4 5 6 7 8 9 10 11 12
ED Flow
Antibiotic stewardship 3) 4) 5) 6) 7) 8) 9)
10)
Directions:
List projects from your portfolio down the first column. For each project, describe your progress over the past year (+) using the 1-5 scale above.
The timeline begins January 2011 – December 2012
See examples above.

8. Learning from tests of change
Will these projects created capacity/capability in the organization for more improvement? How?
What processes (clinical or operational) will need to change as a result of your potential portfolio?
What outcomes do you expect to change? Please describe
Directions:
Have these projects created capacity/capability in the organization for more improvement? How?
What processes (clinical or operational) have changed as a result of your Impacting Cost + Quality projects?
Have outcomes changed? Please describe
We will summarize and give feedback to group on learning across the Impacting Cost + Quality prototyping group.

9. Potential Barriers & Breakthroughs
‘Derailers’ or potential threats
Opportunities

10. Timeline & Next steps Internal messaging (talking points) 7-days