1. INSTITUTIONAL MANAGEMENT DEVELOPMENT & TRAINING PROGRAM Using CCI Certificate Program for Surgical Services Management 2011

2. 2 Who is CCI? Certifying board for perioperative nurses and registered nurse first assistants Incorporated in 1979 and headquartered in Denver Two credentialing programs: CNOR and CRNFA CNORs = 34,000 and CRNFAs = 1,400 Programs are nationally accredited Other CCI business lines: Exam preparation resources Publications – including reference books and Competency Assessment Modules Certificate Programs – Surgical Services Management and Educators

3. History of Certificate Program for Surgical Services Management Program launched in 2007. Since that date, over 750 managers have enrolled in the program. Developed from data collected in a large-scale, national survey. Designed address a significant situation facing most surgical services departments: To ease the nursing shortage, the retention of current nursing staff has become critical. All research and literature shows that the nurse manager is a key component in the retention process. Yet, many nurse managers are often thrust into the role without formal leadership or management preparation. This program is structured to provide detailed knowledge in the six most important areas of management. The only Management Certificate Program specific to perioperative services and may be completed according to a participant’s schedule. 3

4. What is a Certificate Program? 4 A certificate program is a non-degree granting education or training program. Two criteria for a Certificate Program: 1.A learning event designed to educate an individual(s) to achieve specified learning outcomes within a defined scope. 2.A system designed to ensure that an individual(s) receive a certificate only after verification of successful completion of all program requisites including but not limited to an evaluation of learner achievement. Source: ASTM E2659-09 Standard Practice for Certificate Programs Conferred a Certificate of Mastery at the end of the program. Individuals are not granted a designation or associated acronym (for example, CAE for Certified Association Executive) There are no ongoing requirements to maintain a certificate.

5. Program Content The program content was determined from a national survey of surgical services managers. The content is focused on the six general areas of expertise needed to be successful in the managerial role. 1.Professionalism2.4 CEs 2.Leadership2.5 CEs 3.Communication and Relationship Management2.6 CEs 4.Financial Management 2.8 CEs 5.Surgical Services Management 2.8 CEs 6.Human Resources Management 3.0 CEs The continuing nursing education activities have been approved by CCI, an accredited approver by the California State Board of Nursing. 5

6. Audience for Certificate Program for Surgical Services Management Program is open to any professional working in a management role or aspiring to it including but not limited to: Perioperative Managers Perioperative Directors OR Business Managers Supervisors Charge Nurses Staff Nurses looking to advance their career 6

7. Benefits of the Program The SSM Program is designed to: Enhance knowledge and ability to function in a management role regardless of background, education or training Help managers successfully navigate the complex surgical services environment:  Surgical services team is comprised of a diverse group of healthcare professions  Multitude of work processes to coordinate Provides an avenue for employers to review and reward employees who are dedicated to continued learning and professional development Provide a means to plan for succession management 7

8. Survey Results What do participants say about the Certificate Program for Surgical Services Management? Findings from a survey of past participants include: 76% of respondents said they purchased the program to expand their skills in surgical services management. 66% of respondents said that the pre-assessment exam provided a helpful roadmap to complete the program. 94% of respondents said the case studies were applicable. 87% of respondents believed that the six modules were adequate to cover the topic of surgical services management. 83% of respondents didn't feel additional topics needed to be covered in the modules. 90% of respondents said that they would recommend the program to their colleagues. 8

9. Institutional Purchasers of the Certificate Program Facilities committed to Surgical Services Management development. 9 30 25 20 15 10 5 0

10. Baptist Memorial Hospital Perioperative Leadership Institute, Memphis, TN Baptist Memorial Hospital is utilizing the Certificate Program for Surgical Services Management as the foundation for their 18- month Perioperative Leadership Institute. 18 surgical services managers from 15 hospitals participated in the PLI program. Goals of Baptist PLI: 1.Create a leadership development/succession plan to help build the leadership pipeline within perioperative services. 2.Make succession planning and leadership development more than just an annual exercise. 3.Develop and execute a management development program to prepare high-potential employees. 4.Better align management development resources and the management needs of the hospital system. 10

11. Baptist Memorial Hospital Perioperative Leadership Institute, Memphis, TN What Has the PLI Program Achieved? Improved hiring and retention rates Increased staff productivity Increased staff engagement Enhanced staff collaboration Why is the PLI Program Successful? Support of the System Director for Perioperative Services, CNO, as well as the Director of Human Resources Bring together hospital executives and front-line managers Commitment from participants to openly discuss management and operational issues 11

12. Kaiser Permanente Southern California Perioperative Leadership Academy Kaiser Permanente is utilizing the Certificate Program for Surgical Services Management as the foundation for their seven-month Perioperative Leadership Academy. 25 surgical services managers from 25 hospitals are participating in the PLA program. Started in December 2010. Goals of the Kaiser Permanente PLA: 1.To enhance the directors capacity to manage their facility’s surgical services organizations. 2.To focus on activities of planning, organizing, leading and coordinating resources. 3.To help identified leaders manage their own learning. 12

13. Institutional Partnerships between CCI and You Goals: To engage and retain top quality leadership talent and To make an ongoing commitment to leadership development. Knowing management principles and applying management principles are two very different tasks. This partnership provides opportunities to put these principles into action. You may supplement the Certificate Program for Surgical Services Management with hospital specific programs, policies and practices. It may be helpful to host speakers from your facility who specialize in each area (HR, Finance, etc.) 13

14. Sample Program Structure 1.Pre-Assessment Survey. Each month, participants take an online pre-assessment survey of 15 questions. 2.Read one of the modules prior to attending the Monthly Managers Meeting. 3.Attend and participate in Monthly Managers Meeting which feature hospital speakers. 4.Complete online Post-Assessment Test and evaluation form. 5.Receive Certificate of Mastery with CE award statement upon successful completion of all six modules and submission of evaluation forms. 14

15. Sample Module Schedule Module Schedule 1.Professionalism 2.Leadership 3. Communication & Relationship Mgmt 4. Financial Management 5. Surgical Services Management 6.Human Resources Management 15

16. CCI Contact Information Betsy Sklar, Director of Business Development 303-368-6731 bsklar@cc-institute.org Mary O’Neale, Director of Credentialing & Education 303-368-6721 moneale@cc-institute.org Shannon Carter, CEO 303-257-2667 scarter@cc-institute.org 16