Practice Facilitation Handbook

Module 11. Introducing a Practice to Facilitation

Table of Contents

A very important early step in starting a facilitation intervention is teaching your practice how to work effectively with you. Practices sometimes comment, “I wish I had understood sooner how to use the practice facilitator.” The practice facilitator can help with many things, but often it is only toward the end of facilitation that practices really understand what a practice facilitator does or is. Make sure that the practice has a good understanding of the purpose and functions of a practice facilitator.

I wish I had understood sooner how to use the practice facilitator.

–Community Health Center in Southern California

Understand Facilitation Versus Consultation

Most practices are used to working with consultants who are brought in to solve a specific problem or provide expertise in a very focused area. Practice facilitators are different from consultants. You provide more generalized support to a practice, aimed at building the practice’s overall capacity for change. This is not to say that you are not also providing specialized support to introduce new processes of care associated with a specific project. But the range of support is much broader than a typical consultant.

For example, you might help a practice develop workflows to support team-based care, or help optimize health information systems after they have been implemented to support population management. Or you might help a practice find another practice that is using group visits and set up a site visit with them, or train the quality improvement (QI) team in workflow analysis and performance reporting.

Unlike consultants, practice facilitators expect to form a long-term relationship with a practice and support ongoing QI work at the practice. Also unlike consultants, practice facilitators focus on introducing a culture of continuous QI and learning in the practice. They also help build the internal capacity of the staff to develop positive attitudes toward ongoing and sustainable changes.

Teach the Practice How To Work With You

The practice is unlikely to know how to use or work with you unless you teach them. Several strategies are effective for helping practices understand how to work with you:

  • Ask about their understanding of what facilitators do and prior experience with facilitators.
  • Provide fact sheets on practice facilitation.
  • Tell stories about the work you’ve done with other practices.
  • Describe the skill sets of other facilitators on your team who could be brought in to help.
  • Have an academic detailer talk about how to work effectively with a practice facilitator.

Keep Leadership Aware of Your Work

Practice leadership can be influential in making sure the practice is getting the most of out of facilitation, but to wield their influence they have to remain engaged. Clinical and administrative directors are extremely busy. You may think they remember what you are doing and are aware of any progress that is being made, but often they will have forgotten. It is essential that you check in with leadership regularly and often.

You cannot rely on members of the QI team to keep leadership informed. This is not the time to be shy. These checks-ins can be in person, telephonic, or electronic. A combination of in-person and email updates, such as a weekly email and a monthly in-person meeting, is effective. Emails should be short and to the point and draw attention to any items that require action. The in-person meetings are essential to allow practice leadership to respond to the improvement and request changes.

A short progress report each month in the form of a performance data display can be a useful way to keep key players in the loop. Another good way to keep people at multiple levels of the practice informed and engaged is through project management software. This software can be made available through subscription and can be used to update the practice QI team, practice leadership, and facilitation team. The software can generate many kinds of output, such as reports and notifications on pending and completed tasks..

Keep people at multiple levels of the practice informed and engaged.

A very important part of any change or transformation is the “narrative” that people develop around the project. This narrative—that is, the stories people tell about the work that is going on—is what they will eventually use to judge the success of the effort. Your communications with the practice should help develop a “story” about the improvement work at the practice and your role in it, continually reminding the practice about the ways you can help them move forward.

Page last reviewed May 2013
Page originally created May 2013
Internet Citation: Module 11. Introducing a Practice to Facilitation. Content last reviewed May 2013. Agency for Healthcare Research and Quality, Rockville, MD.
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