Hospital Best Practices: Engaging Everyone When Spreading the Checklist

What We Covered & What We Asked For You To Do Make sure that the teamwork and communication items are retained in your hospital’s checklist. Find a physician champion for your implementation team and/or to test the checklist with in the OR. Common physician champion concerns. Engage surgical team members with one-on-one conversations and show them how to use the checklist before asking them to test it in the OR. Test the checklist in the OR using a paper version of your checklist so it can be easily modified.

Meeting the Team Ashley Kay Childers, PhD Systems Engineer SCHA Clemson University

Mark Your Calendars For The Patient Safety Symposium Columbia, South Carolina April 16 th – OR Team Training, This session offered at no cost to you. April 17 th – Safe Surgery Breakout Session –Third In-Person Meeting Contact Mary Stargel For More Information:

Poll 1: 1.Did you test your modified checklist with one surgical team? –Yes –No, but we are planning on testing at a later date. –No, we are not going to test our checklist with one team 2. If you answered yes, did you have a one- on-one conversation with every member of the surgical team?

Poll 2: Would you and/or your physician champions be interested in attending a special webinar dedicated to talking to physicians about this project? Yes No

Today’s Topics Engaging less enthusiastic team members with a one-on-one conversation –Principles to apply –A hospital’s story of working with a skeptical surgeon –What do these conversations sound like? Two examples Organizing your implementation team to conduct one-on-one conversations with everyone Methods to supplement your engagement efforts –Using staff and physician meetings

Physician Acceptance and Participation is the Critical Factor in Successful and Meaningful Use of the Checklist

Physician Engagement Observed During a Surgical Checklist Implementation

The “Scrub Sink Trance”

“Reverence for Induction”

“Respect for the Counts”

Having a One-on-One Conversations Helps Don’t try to “fix” them with the checklist. Have a person that they respect talk with them in a one-on-one conversation before you hold a large or a discipline specific meeting about the checklist. Don’t force them to use the checklist initially. Ask them to not obstruct everybody else from using the checklist.

Scott Parker, MD Baptist Easley Hospital

Framing Your Conversation With A Physician Schedule a time to meet with them. Make sure that you have a copy of your hospital’s checklist. Highlight the items on the checklist that you would like the physician to lead. Introduce the checklist as a teamwork and communication tool.

Things You May Say During the Conversation Everyone in our hospital tries to be safe. We are looking to you for leadership. You can set the tone for the entire operation. Other members of the surgical team will follow your patterns of communication. This is an opportunity to make your plan clear, answer questions, demonstrate openness, and professionalism. Do you think that this will help anybody else here? Will you help us with this work? Thank you

What Does This Conversation Sound Like: Example 1

You Should Be Prepared If the Physician Says: “I am already safe, I don’t need this” “It takes too long” “We already do this” “My team knows what I want without me asking.”

What Does This Conversation Sound Like: Example 2

Take Aways At this point in the project don’t force someone to use the checklist if they are hesitant. Individuals tend to come around eventually when they see everyone else using the checklist. Use the debriefing as a way to fix problems that the team identifies. Appeal to them as a respected leader.

Organizing Your Team to Conduct One-On-One Conversations

The Importance of the OR Personnel Sheet

Multiplying Yourself: How to Talk to a lot of People

Who Can Have These Conversations?

This Week’s Homework Continue to modify and test your hospital’s checklist. If you have tested it with one team test it with one more team to make sure it works. Create a plan for having one-on-one conversations with everyone that will be using the checklist. Use the OR Personnel Spreadsheet to assign members of the implementation team to talk to everybody individually over the next couple of weeks. If possible, hold one-on-one conversations with the people that you identified as possible skeptics before you hold a large meeting talking about the checklist. Mark your calendars to attend the 2013 April Patient Safety Symposium.

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Office Hours: Next Wednesday at 2:00

Next Call: Thursday, March 21st Preparation for Expanding The Checklist: Lessons Learned from SC Hospitals

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