1. PAMELA S. DICKERSON, PhD, RN-BC, FAAN STEPHANIE CLUBBS, MSN, RN-BC. CNS Being A Nurse Planner: What Does It Mean? Part 3: Handling Complex Situations 1

2. Disclosures Purpose/Outcome: Participants will effectively function as nurse planners in approved provider units. Criteria for Successful Completion: Participate in the entire webinar. Complete the evaluation and registration information and return to ONA as directed. Conflict of Interest: There is no conflict of interest for any planner or presenter for this activity. 2

3. Overview of the Series Part I:  Roles, responsibilities, accountability  The approved provider unit  The National accreditation system Part II:  Planning learning activities Part III:  Dealing with challenging situations  Learning activities in context with the provider unit 3

4. Session 3 Objectives Identify ways to handle complex situations. Examine ways your activities fit in relationship to the whole Provider Unit. 4

5. Your Experience What is your length of experience as a nurse planner? Less than one year 1-3 years 3-8 years More than 8 years 5

6. Your Comfort Level How comfortable do you feel in your nurse planner role? Not at all Somewhat Very 6

7. Areas of Discomfort If you answered somewhat or not at all for the previous question, what is your major area of discomfort? Documenting needs assessment & gap analysis Conflict of interest and/or bias Commercial support/sponsorship Co-providing Contributing to provider unit evaluation 7

8. Your Provider Unit How many nurse planners are there in your provider unit? I’m it! 2-5 6-10 11 or more 8

9. WHAT ARE THE ISSUES? The Nurse Planner’s Role in Complex Situations 9

10. Scenario #1 Jane Smith is employed by Happy Pharmaceutical Co. She will be a speaker on pain management. Does Jane have a conflict of interest (COI)? Jane has a COI Jane does not have a COI Not sure about COI, need to investigate

11. Can Jane present this program for CE? Yes No Not sure 11

12. Scenario #2 You are a Nurse Planner for a program in which a nurse, on the speaker’s bureau of a pharmaceutical company, is the presenter. She returns her completed biographical data form to you in which she indicates she has no conflict of interest. Can this nurse present this program for CE? Yes No Not sure

13. COI Check #1 Mary Wilson is on the planning committee for a program about family planning. Her husband is employed by GYN Pharmaceuticals. Mary has a COI Mary does not have a COI Not sure about COI, need to investigate

14. COI Check #2 Dr. Mike Jackson is going to be a speaker on the topic of CHF. He received a research grant from one of the pharmaceutical companies that produces three of the most common drugs for CHF. He has no other affiliations with commercial interest organizations. Dr Jackson has a COI Dr Jackson does not have a COI Not sure about COI, need to investigate

15. COI Check #3 Lisa Armstrong is employed by a durable medical equipment company. She is going to be speaking on team building. Lisa has a COI Lisa does not have a COI Not sure about COI, need to investigate

16. COI Check #4 Anne Graham is a nurse planner in your provider unit. She is engaged to an employee of a pacemaker distributor. She is on the planning committee for an activity related to interpreting pacemaker rhythms. Anne has a COI Anne does not have a COI Not sure about COI, need to investigate

17. Scenario #3 The Nurse Planner Council receives a proposal for an activity from a unit based educator (not a nurse planner). They decide the proposal is CE, not inservice, & tell the educator to go ahead & plan the activity. Is this ok? Not ok? Not sure.

18. Nurse Planner Role Check #1 The CME Dept. has planned an activity for physicians & decides that nurses can attend. They want to obtain nursing CE, and give it to the Nurse Planner to approve. Is this ok? Not ok? Not sure.

19. Scenario #4 A representative of a local chapter of a nursing organization asks you to participate in a chapter's meeting program and award contact hours. Can you do this? Yes No Maybe 19

20. Co-Provider Check #1 The Director of Nursing is a member of the state chapter of nurse managers. He wants you to sign off on an application the chapter completed for a CE event. Is this ok? Not ok? Not sure.

21. Scenario #5 A speaker for a conference is the author of a book. Being sure she does not promote this book during the session is part of the responsibility of the nurse planner to maintain: Content integrity Freedom from commercial control Support from the book publisher 21

22. Learning In Context What is the relationship between your provider unit and the “mother ship”? Why does it matter? 22

23. Scenario #6 You are requested by the Chief Nursing Officer to develop a class that will be mandatory for all nurses to “fix” a problem that has been identified by risk management. Your best option is to:  Have the class ready by next Monday  Agree to develop the class, but suggest that it not be mandatory  Ask for more information about the problem 23

24. Scenario #7 You are developing an interprofessional activity – the planning committee includes a physician, a pharmacist, a social worker, a respiratory therapist, and you as the nurse planner. The desired outcome is improved team collaboration for care of the CHF patient. Should there be different objectives for each professional group? What if the CME office wants to use its conflict of interest forms? Can one activity award credit for different professional groups? Can you use one certificate or do you need separate ones? 24

25. Do Your Learning Activities Make A Difference? How do you measure outcomes? Or: How do you know what outcomes to measure? Hint: Know what is important to your organization! When do you measure outcomes? Hint: Know when strategic decisions are made What do you do with the data you collect? Hint: Be BOLD in sharing your accomplishments! 25

26. The Bottom Line Are you a “cost center” or are you a “value added” service to your organization? Conducting your learning activities with integrity, demonstrating adherence to rigorous standards, and collecting data to demonstrate change in practice and/or professional development of nurses will make you a valuable asset to your organization! 26

27. For Future Planning A three-part webinar on outcomes will be offered after the first of the year. This is a repeat of the series offered early in 2014. Topics covered will include:  Outcomes for your individual activities  Selecting provider unit outcome measures  Monitoring and measuring outcomes for your provider unit Registration information will be available soon! 27

28. References and Resources ONA Provider Manual / MNA Provider Information ONA web site: www.ohnurses.orgwww.ohnurses.org MNA web site: www.mtnurses.orgwww.mtnurses.org Content integrity standards – available on ONA and MNA web sites American Nurses Association (2010). Nursing Professional Development Scope and Standards of Practice. Silver Spring, MD. Author. 28

29. Thank You Questions? 29