1. AHRQ Safety Program for Long-term Care: HAIs/CAUTI Introduction to Coaching Cohort 3 May 28, 2015 Sue Collier, HRET

2. Agenda 2 TopicPresenter WelcomeSue Collier, HRET What is CoachingSue Collier, HRET Purpose of the Coaching CallSue Collier, HRET Expectations and Perspectives of the Organizational Lead Sue Collier, HRET/ Mary Post, Oregon Patient Safety Commission Expectations and Perspectives of the Facility Team Lead Sue Collier, HRET/ Angela Trahan/Joanne Beaver, Mennonite Village Expectations and Perspectives of the Faculty Coach Sue Collier, HRET/ Ann Spenard, Qualidigm Role of the HRET AdvisorJustin Snow, HRET Data and Coaching CallsA.J. Rolle, HRET Communications Plan and Next StepsSue Collier, HRET

3. What is Coaching? Coaching is providing guidance, feedback, and direction to ensure successful performance Coaching is an act of supporting someone else to achieve personal and professional goals Coaching is different from traditional instruction –Teaching implies an end at content mastery –Coaching takes place over a lifetime

4. Common Elements of All Coaching Models Relationship — connection and caring: connection between the coach and the person being coached Objectives — goals or focus: identification of goal(s) of coaching session by person being coached Action — empowerment and challenge: identify meaningful, strategic actions assisting person being coached to visualize difference and determine actions to implement Review — celebrate, or redirect: coach and person being coached review outcome of coaching, celebrate successes, and confront and redirect if needed Common Elements of Coaching Source: Adapted from TeamSTEPPS 2.0 Master Training Program

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 AND PERSPECTIVES OF THE ORGANIZATIONAL LEADS 6

7. Cohort 3 Organizational Teams OrganizationOrg Lead State Faculty CoachHRET Advisor Alabama Quality Assurance Foundation (AQAF) Teresa Fox ALMichelle BellantoniAshley Hofmann Susan Holmes Arizona Health and Hospital Association Sandy Severson AZJen PettisAshley Hofmann Charlie Chapin Telligen Kelly FugateILAnn SpenardRachel Lane Mary Beth SorensenIAGaurav VashishtaRachel Lane Presbyterian Manors of Mid- America Susan FryMulti-stateSteve SchweonAshley Hofmann Information & Quality Healthcare (IQH) Trannie Murphy MSNicole KeaneAshley Hofmann Vickie Taylor Mae McDaniel HealthInsight Donna ThorsonNVRaj MahajanJustin Snow Khara DavisNMRaj MahajanJustin Snow Michelle CarlsonUTRaj MahajanJustin Snow Veterans' Health Administration Beth KingMulti-stateBarbara TrautnerJustin Snow Genesis HealthCare Kevin HookMulti-stateMichelle PandolfiRachel Lane 7

8. 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 8 Expectations, Roles & Responsibilities

9. Organizational Lead Perspective Webinars are preferred over calls –Data reports –Tools –Can demonstrate how to access websites and reporting databases Use your national faculty contact to help present material and/or offer encouragement and praise to the facilities Review key messages or information from the webinars Ask individual facilities to talk about some of their special projects or “Aha” moments Think of some questions to ask and perhaps call on individual facilities to keep the interaction lively Silence can be painful, but you need to pause for a minute to give facilities who may be bashful a chance to speak up 9

10. EXPECTATIONS AND PERSPECTIVES OF THE FACILITY TEAM LEADS 10

11. 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 11 Expectations, Roles & Responsibilities

12. Mennonite Village: A facility’s Perspective on the Coaching Calls Facility Team Lead Perspective 12

13. EXPECTATIONS AND PERSPECTIVES OF THE FACULTY COACHES 13

14. 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 Expectations, Roles & Responsibilities 14

15. Faculty Coach Perspective 15

16. ROLE OF THE HRET ADVISORS 16

17. Expectations Roles & Responsibilities HRET support provided for the first 4 months Troubleshoot and answer project related questions Help to identify relevant topics for coaching calls Provide agenda templates, tools, and training Highlight useful tools and reminders about training Help to identify relevant topics, address data submissions and trends and troubleshoot and answer questions from the teams on calls.

18. Coaching Platforms Use online meeting technology or conference calls to host monthly meetings (e.g. WebEx, GoToMeeting, Adobe Connect) Tools and Resources Project website- www.ltcsafety.orgwww.ltcsafety.org Newsletter CDS

19. Templates/Tools 19

20.  Data collection, reporting and progress monitoring support will come from HRET and includes tools such as: Review Data Collection Onboarding Webinar #3 (ltcsafety.org) Onboarding Webinar #3 Comprehensive Data System (CDS) User’s Guide (ltcsafety.org) User’s Guide Review outcome data by pulling data from CDSCDS  Catheter Utilization  CAUTI rates  # of urine cultures ordered Review survey progress by pulling submission reports from Cventsubmission reports  Facility Demographics Assessment  Nursing Home Survey on Patient Safety Culture  Skills Questionnaire  Team Communication Guide Data Collection 20

21.  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 HRETdatasupport@aha.org Data Support 21

22.  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 22

23. 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 23

24. QUESTIONS? 24