1. Using the Quick-Start Road Map to Plan for Change March 2009 Follow-up Calls (Call #4) Based on the fall 2008 CATES Training Series Contra Costa County, San Bernardino County, & Sutter County October 24, November 7, and November 14, 2008 Call Facilitators: Beth Rutkowski, MPH, and Sherry Larkins, Ph.D. UCLA Integrated Substance Abuse Programs/ Pacific Southwest Addiction Technology Transfer Center

2. 2 Agenda 1.This months topic: Using the Quick Start Road Map 2.Q-A period 3.Sharing of experience with planning a change 4.Open questions and comments about process improvement

3. 3 Quick Start Road Map A graphic series of steps to make it easier to plan and implement a change Steps divided into management and change team responsibilities Assures that critical steps in the process will not be skipped

4. 4 First, let’s review management’s responsibilities Quick Start Road Map Page 1

5. Process Improvement Planning Guide

7. 7 Now, the responsibility for change moves to the change team Quick Start Road Map Page 2

8. Change Team Deliberations

10. 10 So, the change process includes… Management looking at processes from the client’s perspective Priority setting for improvements to the agencies processes that will lead to achieving agency mission and goals Turning responsibility for experimental changes over to a small group of employees Successes and failures...and investment by both management and staff

11. 11 Keys to successful change planning 1.Be specific in defining and setting change objectives 2.Make objectives achievable but challenging 3.Make sure all participants in the change experiments are clear on their roles and responsibilities 4.Plan to meet and review progress frequently

12. 12 April 2009 Calls 2 nd at 2:00pm and 17 th at 11:00 am Topic: Conducting PDSA (Plan-Do-Study-Act) Change Cycles Check out the NIATx web site at www.niatx.net Next Steps