Engage Module Alternate Text

 

Slide Number and TitleSlide ContentContent for Alternative Text (Illustration)
Slide 1
Cover Slide
(CUSP Toolkit logo)The"Engage the Senior Executive" module of the CUSP Toolkit. The CUSP toolkit is a modular approach to patient safety, and modules presented in this toolkit are interconnected and are aimed at improving patient safety.
Slide 2
Learning Objectives
  1. Identify characteristics to search for when recruiting the senior executive
  2. Describe the responsibilities of the senior executive
  3. Explain the role of the senior executive in addressing technical and adaptive work
  4. Explain how to engage the senior executive and develop shared accountability for the work
  1. Identify characteristics to search for when recruiting the senior executive
  2. Describe the responsibilities of the senior executive
  3. Explain the role of the senior executive in addressing technical and adaptive work
  4. Explain how to engage the senior executive and develop shared accountability for the work
Slide 3
Using the 4 E’s for Technical and Adaptive Work1
  • Engage (adaptive)
    • How does this make the world a better place?
  • Educate (technical)
    • What do we need to know?
  • Execute (adaptive)
    • What do we need to do? How can we do it with our resources and culture?
  • Evaluate (technical)
    • How do we know we improved safety?
Gears symbolizing the roles of staff, unit team leaders, and senior leadership depict the interconnected and dependent relationship that exists between each aspect of the unit team. 
Slide 4
Senior Executive’s Characteristics
  • Vice president level or higher when possible
  • Actively engaged in progress of project
  • Interested in clinical care, but not required to be a clinician
  • Willing to learn from, listen to, and work with staff to improve patient safety on the unit

A female and a male senior executive standing together.

Slide 5
The Senior Executive’s Characteristics

(vignette still) Click to play 

Video icon 
The Senior Executive's Characteristics

Slide 6
Senior Executive’s Responsibilities
  1. Emphasizes effective communication
  2. Meets monthly with the CUSP team
  3. Supports the technical and adaptive work of change
  4. Collaborates to develop and implement a plan addressing safety issues
  5. Holds staff accountable for reducing patient harms
 
Slide 7
The Senior Executive’s Roles and Responsibilities
(vignette still)
Click to play 
Video icon
The Senior Executive’s Roles and Responsibilities
Slide 8
Emphasizes Effective Communication
  • Encourages transparent communication
  • Establishes clear goals for unit safety
  • Outlines clear project goals and expectations for leaders and staff on CUSP teams
A senior executive and a team member standing next to each other.
Slide 9
Meets Monthly With the CUSP Team
  • Joins frontline staff and middle manager for rounds and a 1-hour monthly meeting
  • Considers patient risks and involves frontline personnel in creating ways to mitigate those risks
  • Reviews unit data with team and works with direct care providers to establish an improvement plan
A calendar with a date circled.
Slide 10
Supports Both Technical and Adaptive Work of Change

Technical Work

  • Addresses problems for which:
    • the definition is clear
    • potential solutions are reasonably clear
    • solutions require minimal learning
  • Leaders and followers recognize their responsibility for implementing a solution
  • Teams have the resources necessary to succeed
A line cart.
Slide 11
Supports Both Technical and Adaptive Work of Change
Adaptive Work
  • Addresses problems that require a change in:
    • attitudes
    • beliefs
    • behaviors
  • Leaders, staff, and key stakeholders share responsibility for change
A provider and a senior executive standing next to a line cart.
Slide 12
Supports Both Technical and Adaptive Work of Change

Technical Work

  • Synchronizes with team members to create project goals and timelines and outlines the project mission
  • Coordinates with team members to ensure that necessary structures are in place - staff, roles, authority, and responsibility
  • Collaborates with team members to maintain the material needs of the project - budgets, resources, space, and staffing

Adaptive Work

  • Works with team members to clarify the decisionmaking, conflict management, and problemsolving processes
  • Coordinates with team members to verify that necessary evaluation mechanisms are in place
 
Slide 13
Collaborates To Develop and Implement a Plan Addressing Safety Issues
  • Considers patient risks identified in the Staff Safety Assessment with team members
  • Involves frontline providers to help reduce risks
  • Helps prioritize hazards and construct an improvement plan
Two team members creating a plan.
Slide 14
The Senior Executive’s Role on the Team
(vignette still)
Click to play
Video icon
The Senior Executive's Role on the Team
Slide 15
Holds Staff Accountable for Reducing Patient Harm
  • Expects resistance and is prepared to
    address it
  • Holds all team members, including executives, accountable for implementing the plan

 

A senior executive and a team member shaking hands.
Slide 16
The Challenges of Partnering With a Senior Executive
  • Lack of clinical background
  • Lack of recognition for the value of CUSP
  • Unavailability to meet with the CUSP team regularly
 
Slide 17
How to Engage Your Senior Executive and Develop Shared Accountability for the Work
  • Acknowledge the senior executive’s perspective (“What’s in it for me?”)
  • Increase the visibility of your senior executive 
  • Ensure an executive is assigned to each CUSP team and participates regularly in meetings
  • List identified safety issues in the Safety Issues Worksheet for Senior Executive Partnership or a tracking log
Two senior executives standing together.
Slide 18
Exercise

Questions to consider:

  • What are some effective ways for leaders to work with staff to bring about a change?
  • How can you use those methods to address the safety issues you identified in your organization?
  • Using the Shadowing Another Professional Tool, what are some new insights about your colleagues’ work?
Exercise icon
Slide 19
Engage the Senior Executive:
What the Team Needs To Do
  • The CUSP team leader or members of the safety team should meet with the senior executive before the executive holds safety rounds to share unit-specific information
  • In preparation, gather relevant information about the unit for the senior executive
  • During executive safety rounds, the patient safety team, senior executive, and unit providers should review any safety issues identified and list them on a tracking log
  • In preparation for executive safety rounds, the unit champion should:
  • Brief providers on the purpose of partnering with a senior executive
  • Ask them to be prepared to discuss their own safety concerns and suggestions for resolution during rounds
 
Slide 20
Summary
  • The senior executive does not need a clinical background, but should be an active team member
  • The senior executive is responsible for supporting effective communication, meeting with the CUSP team, understanding technical and adaptive work, collaborating with the team to address safety issues, and holding staff accountable
  • The 4 E’s and CUSP tools are great resources to help recruit a senior executive
 
Slide 21
CUSP Tools
  • Safety Issues Worksheet for Senior Executive Partnership
  • Staff Safety Assessment
  • CEO/Senior Leader Checklist
  • Infection Preventionist Checklist
  • Board Checklist
  • Shadowing Another Professional Tool
Tools icon
Slide 22
References
Pronovost PJ, Berenholtz SM, Goeschel CA, et al. Creating high reliability in health care organizations. Health Serv Res. 2006;41 (4, pt 2):1599-1617. 
 
Page last reviewed April 2013
Internet Citation: Engage Module Alternate Text. April 2013. Agency for Healthcare Research and Quality, Rockville, MD. http://www.ahrq.gov/professionals/education/curriculum-tools/cusptoolkit/modules/engage/engagealttext.html