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National Guidelines Update Process: Key Steps

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Presentation on theme: "National Guidelines Update Process: Key Steps"— Presentation transcript:

1 National Guidelines Update Process: Key Steps

2 Objectives Identify guideline components
Share best practices in the guidelines development and dissemination

3 What are Guidelines ? Guidelines may include several component:
Service delivery policies Service delivery standards Clinical guidelines and protocols Clinical management plans

4 Why Develop National Guidelines ?
Guidelines are key to improving access to high quality service delivery: Provide the foundation on which high quality services can be built or strengthened Reduce medical and access barriers Standardize provider practices Guide the content for inservice training and preservice education programs Guide supervisory and management systems Provide standards for monitoring and evaluating quality of care

5 Steps in the Guidelines Process
“MAQ: From Guidelines…to Action Conference”, May 1998

6 Step 1: Establish Need Review data Collect existing documentation
National Level Service Delivery Points Conduct needs assessment Include compliance issues Indonesia Example Variety of Service Delivery Guidelines National Government Professional Organizations Project Specific Documents NGO Materials Confusion among providers and managers

7 Step 2: Ensure Broad Scope and Commitment
Solicit opinion of all stakeholders Solicit policy level support through strategic and frequent meetings with senior officials Prepare a plan and obtain commitment and approval to participate in plan Form a broad-based committee to steer process Indonesia Example STARH Program Identified Key/Influential Stakeholder – YBP YBP-NGO led by Providers Convinced and empowered YBP to lead the service delivery guidelines development Provided resources Technical Assistance Implementation Printing and dissemination

8 Step 2: Ensure Broad Scope and Commitment
Expert Committee in Indonesia’s National FP Service Delivery Guidelines Development Representatives of: Ministry of Health Nat’l FP Coordinating Board Service providers, clinical trainers, and their professional associations Medical & Midwifery Faculty Representatives Local NGOs, FP associations Expert Committee in Turkey’s National Guidelines Development Representatives of: Ministry of Health University Service providers, trainers, and their professional associations Local NGOs, FP associations UNFPA and USAID cooperating agencies

9 Step 3: Develop Outline and Content
Get input from all levels of the health service system pyramid Identify practices that are positive Conduct broad discourse on proposed guidelines Utilize national and international resources Indonesia Example Identify the target audience Providers at the PusKesMas Need to Know Clear, Updated Information Clinical Program Compact and affordable to be in the hands of all providers

10 Step 3: Technical Resources
Reference documents and resources guide the formulation of up-to-date guidelines: WHO 2004 Eligibility Criteria WHO 2004 Selected Practices Recommendations Essentials of Contraceptive Technology, 2006? JHPIEGO Infection Prevention reference manual, 2004 CPI guidance documents

11 Step 4: Testing and Revising
Indonesia Example Feedback from Internal among editors and stakeholders External among NGOs and Cooperating Agencies including UNFPA and WHO Providers during Contraceptive Technology Update workshops Iterative Review Process Field testing done by a variety of providers Review for technical accuracy, user-friendliness, internal consistency Revisions should reflect client perspectives Review and revise with sanctioning authorities

12 Step 5 Preparing For Dissemination
Host country plans strategy and ensures adequate funding Formulate clear and flexible workplan Plan to use a wide variety of formats Go beyond distribution to ensure application in plan

13 Step 6: Dissemination Strategies for Success
Involve and reach all organizations concerned Plan series of workshops for different groups at different levels of service Issue an official letter validating the guidelines and use other opportunities to broadcast them officially Promote using creative mechanisms Indonesia Example Secure Documented Official Endorsements Plan National Launch in a High Profile Event Print Starter Copies for Distribution Develop Target Distribution List Encourage use of the material during training of providers Encourage use in supervision tools

14 Step 6: Dissemination and Promotion Strategies
Radio dramas Dissemination workshops Flyers Internet Hotlines Audio cassettes Posters and logos Modeling by respected colleagues

15 Step 7: Hit All the Targets
Service delivery points Training programs Education programs Program planning Community linkages Source: Population Reports, Series J, Number 47, 1998.

16 Step 7:Kenya Service Delivery Example
vs. Pregnancy safely ruled out by checklist in 90% of women typically sent home Of those pregnancies ruled out by checklist only <1/2% had a positive pregnancy by test Pregnancy Checklist DipstickÒ Pregnancy Test

17 Step 8: Ownership Encourages Adherence
Use positive, team- based approaches that make providers partners in promoting guidelines use and solving problems in their application! Source: Population Reports, Series J, Number 47, 1998.

18 Step 8: Build Adherence Into The System
Identify focus of responsibility for adherence and authority for ensuring it Ensure orientation and training around guidelines Look beyond the guidelines for causes of lack of adherence Indonesia Example Dissemination activities led by team of National & Local Providers Shared results of on- going survey on compliance issues during dissemination Invited both providers and program managers

19 Ecuador Sustainability Study
Step 8: Explore Reasons for Non-Adherence Ecuador Sustainability Study Before: CEMOPLAF policy on IUDs required 4 revisits Study: on impact of reducing mandatory IUD follow-up visits to 1 Results: actual revisits reduced 36% while only detecting 7% less serious medical complications Savings: $23,000 for clients, $10,000 for CEMOPLAF, 1800 provider hours annually

20 Step 8: Provide The Tools for Adherence
Send periodic content pieces reinforcing guidelines--especially problem-solving tips and solutions found by practicing colleagues Develop/use job aids and coaching

21 Source: Population Reports, Series J, Number 47, 1998.
Step 8 :Monitor Compliance Methods to monitor compliance: Self assessment (with checklist) Supervision and training Follow-up Peer review Medical monitoring Record review Client surveys Action research Source: Population Reports, Series J, Number 47, 1998.

22 Step 9: Plan for Updates Plan for periodic review early in process
Provide content and program updates to steering committee Plan for host country self-reliance for guidelines revisions and updates Establish mechanisms for providing technical professionals in the field with up-to-date scientific information

23 Step 10: Evaluate Evaluate the integration of guidelines in daily service provision practices Evaluate the impact on access to and quality of care, and accordingly take initiatives to strengthen these Apply results of evaluation to new initiatives to strengthen quality and access Integrate indicators into existing data collection systems

24 REFERENCE STEPS IN GUIDELINES PROCESS, 1998 MAQ EXCHANGE POWERPOINT PRESENTATIONS BP3K GUIDELINES DEVELOPMENT PRESENTATION, 2002

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