1. Fidelity and QI for CDSME Jeanne Harmon RD, MBA, CDE Washington State Department of Health

2. What is Fidelity for CDSME? Objectives for Washington State Fidelity Plan: 1. Provide guidance and tools to organizations offering CDSME to assist in delivering a quality program for participants. 2. Provide guidance to assist in allocating personnel and resources for fidelity. 3. Provide tools for choosing and training leaders and Master Trainers.

3. CDSME “Requirements” The program is standardized and MUST be led as written in the Leaders Manual. This means: Two trained leaders Follow the script No “guest” speakers or added material 2.5 hours once a week for 6 weeks Organizations offering CDSME must have a current Stanford license for the program(s).

4. Fidelity Practices Recommended opportunities for observation and coaching Adapted from Stanford Fidelity Manual http://patienteducation.stanford.edu/licensing/Fi delityManual2012.pdf http://patienteducation.stanford.edu/licensing/Fi delityManual2012.pdf Goals: – Ensure CDSME workshops are delivered as designed – Opportunity to improve the program and provide useful feedback

5. Your Source for Fidelity Tools! http://livingwell.doh.wa.gov/resources/fidelit y-tools http://livingwell.doh.wa.gov/resources/fidelit y-tools All tools are in WORD and PDF format You can add your logo, etc. All tools are translated into Spanish Tools have instructions to help in using the tool

6. Fidelity Practices Leader Training: – Led by experienced, certified Master Trainers – Observed by experienced, certified Master Trainers – Use Leader Training Fidelity Checklist – Ensure that essential CDSME skills are correctly taught and modeled – Provide feedback/coaching to Master Trainers

7. Leader Training Checklists INSTRUCTIONS: http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/leader%20training%20checklist%20%20inst ructions%205-%202011.pdf/view http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/leader%20training%20checklist%20%20inst ructions%205-%202011.pdf/view CHECKLISTS: http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/LW%20Leader%20Training%20Fidelity%20C hecklist.pdf/view http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/LW%20Leader%20Training%20Fidelity%20C hecklist.pdf/view

8. Fidelity Practices Workshop Fidelity – Master Trainer or experienced Leader observes during first workshop series – Ensure program is offered as designed – Use session-specific Workshop Fidelity Checklists – Provide feedback/coaching to the Leaders

9. Workshop Fidelity Tools INSTRUCTIONS: http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/Workshop%20Fidelity%20Checklist%20Instr uctions%20final.pdf/view http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/Workshop%20Fidelity%20Checklist%20Instr uctions%20final.pdf/view CHECKLIST: http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/Workshop%20Fidelity%20Checklist%20final %20-2.pdf/view http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/Workshop%20Fidelity%20Checklist%20final %20-2.pdf/view

10. Fidelity Practices Choosing Master Trainer and Leader candidates – Fully inform prospective candidates about the program and expectations – Use interview guides and other tools on the Stanford website in the Fidelity Toolkit

11. Leader /Master Trainer Selection Stanford Fidelity Manual http://patienteducation.stanford.edu/licensin g/FidelityManual2012.pdf http://patienteducation.stanford.edu/licensin g/FidelityManual2012.pdf Stanford Fidelity Tool Kit http://patienteducation.stanford.edu/licensin g/Fidelity_ToolKit2010.pdf http://patienteducation.stanford.edu/licensin g/Fidelity_ToolKit2010.pdf

12. Other Fidelity Recommendations Participant evaluations – Available in 8 languages plus English – Cambodian, Chinese, Korean, Laotian, Russian, Somali, Spanish, and Vietnamese – INSTRUCTIONS: http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/Recommended%20Use%20of%20Workshop%20Evals%20by%20 Participants%205-2011.pdf/viewhttp://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity- tools/Recommended%20Use%20of%20Workshop%20Evals%20by%20 Participants%205-2011.pdf/view – EVALUATION FORM: http://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity-tools/Workshop%20Evaluation%20final%20- 2.pdf/viewhttp://livingwell.doh.wa.gov/resources/fidelity- tools/cdsmp-fidelity-tools/Workshop%20Evaluation%20final%20- 2.pdf/view

13. Leader/Co-Leader Evaluation http://livingwell.doh.wa.gov/resources/fidelit y-tools/cdsmp-fidelity- tools/Leader%20and%20Co- Leader%20Feedback%20form.pdf/view http://livingwell.doh.wa.gov/resources/fidelit y-tools/cdsmp-fidelity- tools/Leader%20and%20Co- Leader%20Feedback%20form.pdf/view

14. NEW!! Wisdom Warrior Fidelity Tools http://livingwell.doh.wa.gov/resources/fidelit y-tools/wisdom-warrior-fidelity-tools http://livingwell.doh.wa.gov/resources/fidelit y-tools/wisdom-warrior-fidelity-tools Contact Shelly Zylstra for questions 360-676-6749

15. So where does QI come in? Put each of the recommended Fidelity steps in place Create a system for assuring that the Fidelity steps are done Keep records! Periodically review the results of each Fidelity checkpoint and take action on adverse findings

16. Overwhelmed? Fidelity Steps in a nutshell: 1.Choose Leader and Master Trainer candidates thoughtfully 2.Support their training by coaching/mentoring via observations of the training and during their first workshop(s) 3.Get feedback from participants (and use it!) 4.Encourage self/peer evaluation

17. Need help? Questions? Contact me: Jeanne Harmon Jeanne.harmon@doh.wa.gov 360 236 3750