TeamSTEPPS Fundamentals Course: Module 3. Leadership: Classroom Slides

TeamsTEPPS Fundamentals Course

TeamSTEPPS is a teamwork system developed jointly by the Department of Defense (DoD)and the Agency for Healthcare Research and Quality (AHRQ) to improve institutional collaboration and communication relating to patient safety.

 

 

Slides:


 

Slide 1: Leadership

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Slide 2: Objectives

  • Describe different types of team leaders.
  • Describe roles and responsibilities of an effective team leader.
  • Describe the leader's role in resource management.
  • Describe the delegation process.
  • Describe strategies for team leaders to include briefs, huddles, and debriefs.
  • Describe how effective team leaders facilitate conflict resolution.
  • Identify the barriers, tools, strategies, and outcomes of leadership.

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Slide 3: TeamSTEPPS

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Slide 4: Team Leader

Two types of leaders:

  • Designated—The person assigned to lead and organize a designated core team, establish clear goals, and facilitate open communication and teamwork among team members.
  • Situational—Any team member who has the skills to manage the situation-at-hand.

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Slide 5: Effective Team Leaders

  • Organize the team.
  • Articulate clear goals.
  • Make decisions through collective input of members.
  • Empower members to speak up and
  • challenge, when appropriate.
  • Actively promote and facilitate good teamwork.
  • Skillful at conflict resolution.

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Slide 6: Resource Management is...

A strategy for achieving workload balance within and across teams in a unit.

  • Refers to people, knowledge or information, materials and time that can be drawn upon to accomplish a task.
  • Goal is to prevent work overload situations that compromise situation awareness and increase the risk of error.

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Slide 7: Resource Management

Penguin medical team in center of chart is Human Capital. Surrounding Human Capital are Core Team Leader (Information [patient and family; plan of care; and facilities], time, and equipment), Coordinating Team Leader (information [administrative, facilities] time, equipment, patient flow, and other departments), FOCUS (team and your unit), and FOCUS (support units).

Core Team Leader

  • Information
    • Patient & Family
    • Plan of care
    • Facilities
  • Time
  • Equipment

Focus: Team & Your Unit

Coordinating Team Leader

  • Information
    • Administrative
    • Facilities
  • Time
  • Equipment
  • Patient flow
  • Other departments

Focus: Support Units

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Slide 8: Delegation

Delegation: Method of re-distributing tasks or assignments. Process includes 4 steps: 1. Decide what to delegate. 2. Decide to whom to delegate. 3. Communicate clear expectations. 4. Request feedback. Right side of slide shows penguin doctor with clipboard in conversation with two penguins wearing scrub tops.

  • Method of re-distributing tasks or assignments.
  • Process includes 4 steps:
    • Decide what to delegate.
    • Decide to whom to delegate.
    • Communicate clear expectations.
    • Request feedback.

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Slide 9: Promoting & Modeling Teamwork

Effective leaders cultivate desired team behaviors and skills through:

  • Open sharing of information.
  • Role modeling and effectively cueing team members to employ prescribed teamwork behaviors and skills.
  • Constructive and timely feedback.
  • Facilitation of briefs, huddles, debriefs, and conflict resolution.

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Slide 10: Exercise: Leadership

Instructions:

  • Begin by selecting a leader and scribe for your group.
  • The group will have ten minutes to address the questions, record your answers, and report back to the group at large.

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Slide 11: Team Events

  • Briefs—planning
  • Huddles—problem solving
  • Debriefs—process improvement

Leaders are responsible to assemble the team and facilitate team events.

But remember...
Anyone can request a brief, huddle, or debrief.

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Slide 12: Briefs

Briefs. Planning: Form the team; Designate team roles and responsibilities; Establish climate and goals; and Engage team in short and long-term planning. At right is photo of a medical team in hallway briefing prior to treating patient. At bottom right is penguin director icon to denote a video link.

Planning

  • Form the team.
  • Designate team roles and responsibilities.
  • Establish climate and goals.
  • Engage team in short and long-term planning.

Select the penguin director icon below to access the video.

'Roll 'Em!' Play Video (icon: penguin film director)


Brief (Flash video, 36 sec.; 3.8 MB) (Download Flash)

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Slide 13: Planning Essentials for Teams

  • Leader usually initiates the planning process.
  • Team members are included in the planning process.
  • Team members have a common understanding of the problem and their roles.

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Slide 14: Briefing Checklist

Topic

  • Who is on core team?
  • All members understand and agree upon goals?
  • Roles and responsibilities understood?
  • Plan of care?
  • Staff availability?
  • Workload?
  • Available resources?

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Slide 15: Huddle

Huddle-Problem solving: Hold ad hoc, "touch-base" meetings to regain situation awareness. Discuss critical issues and emerging events. Anticipate outcomes and likely contingencies. Assign resources. Express concerns. Two images are at right: 1. Five penguins in football uniforms, huddling for discussion. 2. Medical team in hallway conference. At bottom right is penguin director icon to denote a video link.

Huddle

Problem solving

  • Hold ad hoc, "touch-base" meetings to regain situation awareness.
  • Discuss critical issues and emerging events.
  • Anticipate outcomes and likely contingencies.
  • Assign resources.
  • Express concerns.

Five penguins in football uniforms, huddling for discussion.

Medical team in hallway conference.

Select the penguin director icon below to access the video.

'Roll 'Em!' Play Video (icon: penguin film director)
Huddle (Flash video, 31 sec.; 3.2 MB) (Plugin Software Help.)

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Slide 16: Debrief

Process Improvement

  • Brief, informal information exchange and feedback sessions.
  • Occur after an event or shift.
  • Designed to improve teamwork skills.
  • Designed to improve outcomes.
    • An accurate reconstruction of key events.
    • Analysis of why the event occurred.
    • What should be done differently next time.

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Slide 17: Debrief Checklist

Debrief Checklist.  At left, Penguin coach describing play on chalkboard for three penguin players in uniform. Textbox: Communication clear? Check. Roles and responsibilities understood? Check. Situation awareness maintained? Check. Workload distribution? Check. Did we ask for or offer assistance? Check. Were errors made or avoided? Check. What went well, what should change, what can improve? Check.

Debrief Checklist

Topic

  • Communication clear?
  • Roles and responsibilities understood?
  • Situation awareness maintained?
  • Workload distribution?
  • Did we ask for or offer assistance?
  • Were errors made or avoided?
  • What went well, what should change, what can improve?

Penguin coach describing play on chalkboard for three penguin players in uniform. Textbox: Communication clear? Check. Roles and responsibilities understood? Check. Situation awareness maintained? Check. Workload distribution? Check. Did we ask for or offer assistance? Check. Were errors made or avoided? Check. What went well, what should change, what can improve? Check.

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Slide 18: Debrief

Medical team in hallway being debriefed.

Select the penguin director icon below to access the video.

'Roll 'Em!' Play Video (icon: penguin film director)


Debrief (Flash video, 24 sec.; 2.6 MB) (Plugin Software Help.)

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Slide 19: Facilitating Conflict Resolution

  • Effective leaders facilitate conflict resolution techniques through invoking:
    • Two-Challenge rule.
    • DESC script.
  • Effective leaders also assist by:
    • Helping team members master conflict resolution techniques.
    • Serving as a mediator.

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Slide 20: Team Formation Video

Female nurse and two male doctors talking.

Select the penguin director icon below to access the video.

'Roll 'Em!' Play Video (icon: penguin film director)


Successful outcome using TeamSTEPPS techniques (Flash video, 5 min., 3 sec.; 30.7 MB) (Download Flash)

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Slide 21: Leadership

Barriers

  • Hierarchical Culture
  • Lack of Resources or Information.
  • Ineffective Communication.
  • Conflict.

Tools and Strategies

  • Brief.
  • Huddle.
  • Debrief.

Outcomes

  • Shared Mental Model
  • Adaptability.
  • Team Orientation.
  • Mutual Trust.

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Slide 22: Teamwork Actions

  • Empower team members to speak freely and ask questions.
  • Utilize resources efficiently to maximize team performance.
  • Balance workload within the team.
  • Delegate tasks or assignments, as appropriate.
  • Conduct briefs, huddles, and debriefs.
  • Utilize conflict resolution techniques (i.e., Two-Challenge rule and DESC script).

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Return to Index
Proceed to Module 4

Current as of November 2008
Internet Citation: TeamSTEPPS Fundamentals Course: Module 3. Leadership: Classroom Slides: TeamsTEPPS Fundamentals Course. November 2008. Agency for Healthcare Research and Quality, Rockville, MD. http://www.ahrq.gov/professionals/education/curriculum-tools/teamstepps/instructor/fundamentals/module3/slleadership.html