2. Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association Terry Pope, MS, RN President, Nursing Institute for CE 2

3. Session 1 Organizational Overview Objective: Identify evidence to support the structure, resources, goals and outcome measures for your provider unit. 3

4. Disclaimer / Disclosures Requirements for successful completion: Attendance at event & turning in an evaluation form. Conflict of interest: Planners & faculty have declared no COI The Ohio Nurses Association (OBN-001-91) is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation. 4

5. Structure of the System: ANCC Accreditation Accredited Providers Accredited Approvers Approve Approved Providers Educational Activities Contact Hours 5

6. Eligibility to Apply – Provider Unit Organizational Structure Nurse Planner Functional Status & Scope of Service Commercial Entity Exclusion 6

7. Organizational Structure Single focused organization offering continuing nursing education (SFO) Distinct, separately functioning unit within a complex, multi-focused organization with autonomy for providing continuing nursing education (MFO) 7

8. Nurse Planner One or more nurse planners; RN with minimum baccalaureate degree in nursing – must demonstrate competence to carry out nurse planner role Primary nurse planner administratively and operationally responsible for coordinating all aspects of CNE activities provided by the organization. 8

9. Functional Status (new applicant) Activities / Duration: Must have planned, received approval for, implemented, and evaluated at least three activities using proper personnel and criteria / rules for minimum of six months prior to application for provider unit approval –Nurse planner involved –At least 60 minutes each –No jointly provided activities 9

10. Target Audience If more than 50% of your activities are offered to nurses within your region and contiguous states, you are eligible to be an approved provider. For broader audiences, applicant must seek ANCC accreditation. 10

11. 11

12. Commercial Entity Entity producing, marketing, re-selling, or distributing healthcare goods or services consumed by, or used on, patients or an entity that is owned or controlled by another entity that… Commercial entity is not eligible to apply as a provider unit or for approval of individual activities. 12

13. Intent to Apply Complete “Intent to Apply As a Provider Unit”; submit to your approver unit: –New applicants: Submit before planning to submit provider application - Renewing Applicant: Submit after receiving notification that you are within 6 months of your renewal date 13

14. Accreditation Conceptual Framework Nursing Professional Development: Continuing Nursing Education Educational Design Process Assessment of Learning Needs Planning and Faculty Design Principles Achievement of Objectives Quality Outcomes Evaluation Process Evaluation Participation Goals for Improvement Value/Benefit to Nursing Professional Development Structural Capacity Commitment Accountability Leadership Resources 14

15. Organizational Overview – OO1 Demographic data: Description of provider unit – who are you, how many are involved in provider unit – scope & size, geographic area, content areas, target audience, types of activities, etc. Are you single focused (SFO) or multi-focused (MFO) How does your provider unit relate to the larger organization 15

16. Example 1 ABC Hospital provides full care to the population in 5 counties. We have 150 beds, an outpatient surgery,…. There are 400 RNs employed full time. The Education Dept. provides orientation to all employees, student placement, ACLS, PALs, CPR, CE and other required activities. 16

17. Does this clearly describe the Provider Unit? 1.Yes 2.No 17

18. Example 2 The provider unit is located in the Education Dept at ABC Hospital. We have 1 Primary Nurse Planner, 5 Nurse Planners, and 2 key other personnel (size). We provide 60 different activities each year primarily for our nurses, but may open some programs to nurses in the surrounding 5 counties (target audience & scope). Our live activities and enduring materials activities (types of activities) are aimed primarily at clinical issues, leadership and EBP (content areas)… 18

19. Does this better describe the provider unit? 1.Yes 2.No 19

20. OO2 Lines of authority and administrative support –Names, credentials & positions of Primary Nurse Planner (PNP), Nurse Planners and Other Key Personnel –Position/role descriptions in relation to what do in the provider unit 20

21. OO2 Organizational chart of the provider unit Organizational chart of the larger organization, if applicable 21

22. APU Organizational Chart SAMPLE ORGANIZATIONAL CHART FOR THE PROVIDER UNIT XYZ College of Nursing CE Provider Unit Organizational Chart 22 Mary Jackson, MS, RN-BC Primary Nurse Planner Director, CE Department Administrative Assistant Sandy Williams Continuing Education Advisory Council (Nurse Planners) Stephanie Baker, MSN, RN, BC, CNS Judy Wilkins, MSN, RN Sue Walden, BSN, RN Christina McNeil, MS, RN- BC Lisa Trotter, PhD, RN-BC Molly Moore, BSN, RN- BC Janet Mathews, PhD, RN Dean, College of Nursing Dean

23. APU Organizational Chart SAMPLE ORGANIZATIONAL CHART FOR THE LARGER ORGANIZATION & PROVIDER UNIT XYZ University Organizational Chart 23 Betty Smith, PhD President Janet Mathews, PhD, RN Dean, College of Nursing Dean Mary Jackson, MS, RN-BC Primary Nurse Planner Director, CE Department Administrative Assistant Sandy Williams Continuing Education Advisory Council (Nurse Planners) Stephanie Baker, MSN, RN, BC, CNS Judy Wilkins, MSN, RN Sue Walden, BSN, RN Christina McNeil, MS, RN- BC Lisa Trotter, PhD, RN-BC Molly Moore, BSN, RN- BC College of Education College of Social Work Etc.

24. 003: Data collection and reporting –Listing of activities that you have planned and presented in the past 12 months – –Use spreadsheet (same as submit annually) Items included are date of activity, title, target audience, number of participants, number of contact hours awarded, joint providership (coprovidership), commercial support, sponsorship 24

25. Provider Unit Goals – OO4a What were the measurable goals that you had for the past 12 months? Are goals written with outcomes in mind? Are goals specific to the scope of your provider unit? (see OO1) Are goals specific to the mission & goals of the larger organization? 25

26. Keys to Developing Goals Think about the “why”. Think about what data you will collect: –to indicate whether or not the goal has been met. –to show whether the provider unit has made a difference. 26

27. Which goal is related to the Provider Unit? 1.Contribute to the quality of patient care through certification of nurses. 2.Ensure all students are assigned a preceptor on the appropriate units. 3.Prevent falls. 27

28. Quality Outcome Measures – OO4b What will you look for to indicate that your provider unit is effective? Possible options: –Learner engagement –Knowledge /skill gain; application –Cost effectiveness of operations – cost / benefit analysis –Volume of “business” – how many more learners were attracted when you offered intranet CE? –Others 28

29. Which outcome measure is more clearly written? 1. Learner engagement. 2. At least 75% of activities will involve engagement of learners. 29

30. Quality Outcome Measures – OO4c What will be the things you look for to indicate that your provider unit has made a difference in nursing practice and/or professional development (NPD)? 30

31. OO4c Possible options (not inclusive): - Professional practice behaviors - Leadership skills - Critical thinking skills - Nurse competency - High quality care based on best available evidence - Improvement in nursing practice - Improvement in patient outcomes - Improvement in nursing care delivery 31

32. Is this an example of a quality outcome measure for NPD? Increase satisfaction and competency of the preceptor for new employees on each unit. 1. Yes 2. No 32

33. Your Provider Unit Application 33

34. Experience -Start early!! -There needs to be internal consistency – examples given in one section should support comments made in other sections -Reviewing the application enables the reviewer to “get inside the brain” of the nurse planner – extremely valuable in understanding the process used by the provider unit 34

35. Provider Application: Hints for Preparing Convene the right team Review existing processes and activities in relation to the criteria 35

36. Provider Application: Hints for Preparing Number all pages Keep data in sequence with criteria; use table of contents and labeled appendix if helpful 36

37. Provider Application: Hints for Preparing Double check: Are all copies legible or readable? Are all pages numbered? Are all questions answered? Is there a table of contents? Are charts or diagrams labeled? Are abbreviations defined? 37

38. Provider Application: Hints for Preparing Have colleagues who didn’t write review for completeness and accuracy 38

39. Individual Activities Submit three individual activities that you have planned and presented in the past 12 months. Follow specific directions from your approver unit regarding the inclusion of material in your provider application. 39

40. For Further Information Zandra Ohri, MA, MS, RN Director, Continuing Education, ONA Telephone: 614-448-1027 zohri@ohnurses.org Pam Dickerson, PhD, RN-BC, FAAN Director, Continuing Education Montana Nurses Association Telephone: 406-465-9126 pam@mtnurses.org 40