1. 1 CAUTI LTC Cohort 2 Introduction to Coaching October 16, 2014 11am ET/10am CT/8am PT

2. Agenda 2 Topics Welcome & Introduction Purpose of the Coaching Call Expectations, Roles & Responsibilities Communication Plan Data Collection Data Support Templates & tools Next Steps

3. Cohort 2 Organizational Teams OrganizationOrg LeadFaculty CoachHRET Advisor Professional Nursing Solutions, LLC (AR) Carol Compas Michele Bellantoni (JHU)Amanda Wilkins Nancy Alred Qualidigm (CT) Florence Johnson Michelle Pandolfi (Qualidigm) Justin Snow Ann Spenard Massachusetts Senior Care Association Laurie HerndonAnn Spenard (Qualidigm) Anna Wojcik Helen Magliozzi Missouri Hospital Association Jessica Rowden Raj Mahajan (SHM)Ashley Hofmann Missouri Center for Patient Safety Kathy Wire Pennsylvania Patient Safety Authority Sharon Bradley Irena Kenneley (APIC)Jenna Rabideaux Christina Hunt Tennessee Health Care Association Linda JenningsJen Pettis (Abt)Amanda Wilkins Healthcentric Advisors (RI) Pam QuinnMark Yurkofsky (SHM) Janine Reisinger/ Helen Plass Oregon Patient Safety Commission Mary Post James Marx (APIC)Helen Plass Rebecca Rottman Grace Living Centers (OK) Amber Nowling Kristi Felix (APIC)Sarah Dalton Jessica Bieger 3

4. What is a Coaching Call? 4

5.  To provide you and your teams the important opportunity to: o Review performance data o Discuss barriers o Share successes o Ask questions o Encourage facilities to mentor one another  An assigned faculty coach and HRET advisor will participate on these calls and support their development.  Facility team leads are required to attend; however any and all team or staff member attendance is encouraged. Purpose of the Coaching Calls 5

6. Expectations, Roles, & Responsibilities  Use online meeting technology or conference calls to host monthly meetings (e.g. WebEx, GoToMeeting, Adobe Connect)  Communicate and confirm facility team lead participation in meetings  Prepare for and lead the meetings (agenda, slide presentation, follow-up)  Identify relevant topics for discussion  Discuss data submission and identify trends in reports  Troubleshoot, answer questions  Highlight facility successes and help identify barriers  Facilitate teams’ access to project resources  Keep teams on track with project deliverables 6 Organizational Leads

7. Expectations, Roles, & Responsibilities  Serve as the team expert resource providing direction and guidance  Collaborate with Org Lead(s) in identifying and overcoming team barriers  Engage in group discussions  Review facility reports and create action plans for ongoing issues  Participate in planning calls with the Org Lead(s) to help plan agendas  Bring back relevant tools or latest research/information from the project’s Advisory Council meetings and share on coaching calls  Notify Org Lead(s) if unable to attend coaching call and try to reschedule or find a fill-in coach for that month Faculty Coaches 7

8.  Any tips from coaches? Faculty Coach Experience 8

9. Expectations, Roles, & Responsibilities  HRET support provided for the first 4 months  Help to identify relevant topics for coaching calls  Provide the first 3 agenda templates  Highlight useful tools and reminders about training  Assist in review of data submissions rates and trends  Troubleshoot and answer project related questions HRET Advisor 9

10. Expectations, Roles, & Responsibilities  Attend coaching calls  Promote team participation in calls  Share facility successes, tips, and ideas you’ve used to facilitate participation from your facility  Speak up about facility barriers in the project and ask for help on behalf of the team 10 Facility Team Leads

11.  Engage Facility Team Leads in Calls Circulate each month’s agenda well in advance Keep in touch regarding scheduling changes, please do not cancel calls without contacting your HRET Advisor (remember to also notify your faculty coach!) Listen to your facility’s unit’s learning needs and create tailored learning opportunities Consider asking some of your leads to present on calls ahead of time; facilities love to hear from each other  Call Participation is Required Set expectations Follow-up with those unable to attend Maintain open communication about topic interests Leave time in presentation for questions, pose questions Communications Plan for Org Leads 11

12.  Data collection, reporting and progress monitoring support will come from HRET and includes tools such as: Review Data Collection Onboarding Webinar #3 (ltcsafety.org) Comprehensive Data System (CDS) User’s Guide (ltcsafety.org) Review outcome data by pulling data from CDS  Catheter Utilization  CAUTI rates  # of urine cultures ordered Review survey progress by pulling data from Cvent  Facility Demographics Assessment  Nursing Home Survey on Patient Safety Culture  Skills Questionnaire  Team Communication Guide Data Collection 12

13.  Org Lead Webinar on October 20 th will include a live session with Mariana Lesher, Sr. Data Analyst  Data collection schedule questions, or questions about Cvent should be referred to ltcsafety@aha.orgltcsafety@aha.org  Questions about CDS or NHSN, please refer to HRETdatasupport@aha.org Data Support 13

14. Measure Comparison 14

15. Next Steps Identify platform for hosting Coaching Call Send out a calendar appointment to faculty coach, HRET advisor, and facility team leaders Review template agenda and other resources 15

16. Templates/Tools 16

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