March 13-15, 2013
Intermountain Medical Center
Salt Lake City, Utah
Informational Call
From the Bedside to the Balance Sheet: Engaging Front-line and
Finance Staff to Lower Costs and Drive Quality
Thursday, January 24
3:00 – 4:00 PM ET
Agenda
Welcome and Introductions
Program Overview
6 Keys to Success, 7 Tools, and 8 Steps
Preparing for the Seminar
Next Steps
3
Please type your name and the organization
you represent in the chat box!
Example: Doug Jones, Midwest Health System
Making Sense of It All
Leadership for changing health care
IHI’s Vision
From . . .
Arbitrary, reactive
cutting disconnected
from the people and
processes of care
delivery
To …
A systematic, targeted set of interventions
designed to simultaneously
Improve patient outcomes
Control costs
Increase patient & caregiver satisfaction
Promote dialogue and collaboration between
frontline, senior and financial leaders
Manage through the payment corridor from
fee for service to managing health
Engage caregivers in dialogue about
allocation of savings, when realized
IHI’s Impacting Cost + Quality
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Anne Arundel Medical Center
Baptist Memorial Health Care
Corporation
Baptist Memorial Hospital – Memphis
Claxton-Hepburn Medical Center
Georgetown Hospital System &
Georgetown Memorial Hospital
Hackensack University Medical
Center
Hawaii Pacific Health
Highline Medical Center
Hotel Dieu Hospital
Interim HealthCare
Kaiser Permanente
Kenmore Mercy Hospital
King's Daughters Medical Center
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Kingsbrook Jewish Medical Center
Markham Stouffville Hospital
Meriter Health Services
NCH Healthcare
Northeast Health
North Mississippi Medical Center
Ochsner Health Systems
OSF Healthcare System
Presbyterian HealthCare Services
Highland Hospital, Eksjo, Medical
Department Hoglandet Hospital &
Medical Departement, Ryhov
Somerset Hospital
Stony Brook University Medical Center
The University of Rochester Medical
Center
VA Connecticut Healthcare System
Collectively, these organizations are now on track to save $43 million.
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March 13-15, 2013
Intermountain Medical Center
Salt Lake City, Utah
Engaging Front-line and Finance Staff
to Lower Costs and Drive Quality
Engaging Front-line
and Finance Staff
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Faculty
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Lucy Savitz, PhD, MBA
Director of Research and Education
Intermountain Health Care
Institute for Healthcare Delivery
Research
Pete Knox
Executive Vice President
Bellin Health
Senior IHI Fellow
Kathy Luther, RN, MPM
Vice President
IHI
David Williams, PhD
Improvement Advisor
IHI Team
Kathy Luther, RN, MPM
Vice President
IHI
Jill Duncan, RN, MS, MPH
Director
IHI
Jesse McCall
Project Manager
IHI
Evan Bittel
Project Coordinator
IHI
Program Aim
Reduce costs at least 2% per year over the next 5 years
while continually maintaining or improving quality
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Participants will
Learn how to build efficient systems and lasting system
redesign for ongoing cost and quality work. Specifically,
you will:
Develop a customized process to reduce cost and
maintain or improve quality for the long-term,
Build a portfolio of cost reduction interventions,
Design a tactical plan for how to get finance and quality
teams working together, and
Create a set of portfolio metrics and a measurement
system to capture savings.
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SECONDARY DRIVERS
PRIMARY DRIVERS
AIM
Reduce costs at
least 2% per year
over the next 5
years while
continually
maintaining or
improving quality
WILL
Align Strategy
• Align waste reduction strategy throughout organization
• Adopt integrated performance measurement systems
• Redesign the system to achieve superior results in
reduced costs, improved quality, and patient engagement
• Align operations for the new reimbursement world
WILL
Engage Staff,
Physicians and
Patients
• Engage staff in the what & why of value delivery
• Engage patient & family perspective of waste
• Ensure a safe environment for sharing ideas
• Develop and support new skills at all levels of the system
IDEAS
Identify Waste
• Eliminate failures in health care delivery
• Improve care coordination across systems
• Eliminate excess administrative costs
• Eliminate overtreatment
• Eliminate pricing failures
EXECUTION
Prioritize, Manage,
Remove Waste
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Evaluate cost and quality impact
Prioritize projects and manage organizational energy
Create portfolios of projects across the organization
Solve problems and execute improvement cycles
Establish data & feedback loops
Measure, monitor and share results
Spread learning across systems
SECONDARY DRIVERS
PRIMARY DRIVERS
AIM
Reduce costs at
least 2% per year
over the next 5
years while
continually
maintaining or
improving quality
WILL
Align Strategy
• Align waste reduction strategy throughout organization
• Adopt integrated performance measurement systems
• Redesign the system to achieve superior results in
reduced costs, improved quality, and patient engagement
• Align operations for the new reimbursement world
WILL
Engage Staff,
Physicians and
Patients
• Engage staff in the what & why of value delivery
• Engage patient & family perspective of waste
• Ensure a safe environment for sharing ideas
• Develop and support new skills at all levels of the system
IDEAS
Identify Waste
• Eliminate failures in health care delivery
• Improve care coordination across systems
• Eliminate excess administrative costs
• Eliminate overtreatment
• Eliminate pricing failures
EXECUTION
Prioritize, Manage,
Remove Waste
•
•
•
•
•
•
•
Evaluate cost and quality impact
Prioritize projects and manage organizational energy
Create portfolios of projects across the organization
Solve problems and execute improvement cycles
Establish data & feedback loops
Measure, monitor and share results
Spread learning across systems
SECONDARY DRIVERS
PRIMARY DRIVERS
AIM
Reduce costs at
least 2% per year
over the next 5
years while
continually
maintaining or
improving quality
WILL
Align Strategy
• Align waste reduction strategy throughout organization
• Adopt integrated performance measurement systems
• Redesign the system to achieve superior results in
reduced costs, improved quality, and patient engagement
• Align operations for the new reimbursement world
WILL
Engage Staff,
Physicians and
Patients
• Engage staff in the what & why of value delivery
• Engage patient & family perspective of waste
• Ensure a safe environment for sharing ideas
• Develop and support new skills at all levels of the system
IDEAS
Identify Waste
• Eliminate failures in health care delivery
• Improve care coordination across systems
• Eliminate excess administrative costs
• Eliminate overtreatment
• Eliminate pricing failures
EXECUTION
Prioritize, Manage,
Remove Waste
•
•
•
•
•
•
•
Evaluate cost and quality impact
Prioritize projects and manage organizational energy
Create portfolios of projects across the organization
Solve problems and execute improvement cycles
Establish data & feedback loops
Measure, monitor and share results
Spread learning across systems
SECONDARY DRIVERS
PRIMARY DRIVERS
AIM
Reduce costs at
least 2% per year
over the next 5
years while
continually
maintaining or
improving quality
WILL
Align Strategy
• Align waste reduction strategy throughout organization
• Adopt integrated performance measurement systems
• Redesign the system to achieve superior results in
reduced costs, improved quality, and patient engagement
• Align operations for the new reimbursement world
WILL
Engage Staff,
Physicians and
Patients
• Engage staff in the what & why of value delivery
• Engage patient & family perspective of waste
• Ensure a safe environment for sharing ideas
• Develop and support new skills at all levels of the system
IDEAS
Identify Waste
• Eliminate failures in health care delivery
• Improve care coordination across systems
• Eliminate excess administrative costs
• Eliminate overtreatment
• Eliminate pricing failures
EXECUTION
Prioritize, Manage,
Remove Waste
•
•
•
•
•
•
•
Evaluate cost and quality impact
Prioritize projects and manage organizational energy
Create portfolios of projects across the organization
Solve problems and execute improvement cycles
Establish data & feedback loops
Measure, monitor and share results
Spread learning across systems
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Program Overview
March 13-15, 2013
Intermountain Medical Center
Salt Lake City, UT
Pre-Seminar Webinar Call
Pre-Seminar Webinar Call
Tuesday, February 12th
1:00 – 2:30 ET
Seminar Agenda
Logistics
Identifying Aims
Aligning work across systems
Getting ahold of organizational capacity
Engaging frontline partners in identifying waste
What to pack for Salt Lake City
Pre-work will include a brief self-assessment, identifying your aim, building an
organizational energy grid, and testing the Waste Identification Tool in at least 2 areas
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Program Agenda
Presentations & Activities
Aligning Organizational Strategy to
Improve Value
Organizational Approaches to
Lowering Costs and Driving Quality
Identifying Waste and Driving it Out
Creating Integrated Clinical and
Financial Models
Prioritizing Waste Reduction
Opportunities
Tracking Results Over Time
Creating Discipline and Rhythm for
Long-Term Success
Expert Help Where You Need It:
Faculty Coaching
Creating Your Change Package
Breakout Sessions
Engaging frontline staff and physicians in
waste reduction
Building a waste reduction portfolio: easy wins
and long-term success
Building partnerships between clinicians and
finance leaders
Leadership: Building a successful production
system from top to bottom and bottom up
Engaging patients and families in waste
reduction efforts
Innovations in Supply Chain
Bundled Payment
Reducing Variation in Physician Practice
Building Quality Metrics & Balancing Measures
Perversities of the Current Reimbursement
System: What happens when inpatient services
decrease and revenue and power base shifts
from acute care to outpatient services?
Commitment to this work will require a new way of thinking about operations
that involves many facets of change and redesign – Pete Knox, EVP, Bellin Health
Invited Keynotes
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Gregory Poulsen
Senior Vice President
Chief Strategy Officer
Intermountain Healthcare
Brent James, MD,MStat
Chief Quality Officer
Intermountain Healthcare
Lisa Schilling, RN, MPH
Vice President Healthcare
Performance Improvement
Kaiser Permanente
Pete Knox
Executive Vice President
Bellin Health
Senior IHI Fellow
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Intermountain Medical Center Tours
Participant Guide
Logistics
Agendas
Faculty bios
Participant contact information
Pre-work
Session activities
“CFO for the Week” templates
Preparing Your Change Package templates, including
presentation templates
Templates for tools and resources
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“CFO for the Week”
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Identify your organization’s aim = $ ____________
You will be asked to submit this in advance
Participants will be given “IHI Bucks” to be spent, and
saved, throughout the program.
Participants will play out their decisions on storyboards
that will be shared during discussion times throughout the
program
Faculty will work closely with participants on their portfolio
together with assisting participants in planning for spread
and shared learning following the seminar
6 Keys - 7 Tools - 8 Steps
6 Keys to Success
7 Tools
1. Assure Sr. leader
support
8 Steps
1. Select an approach
2. Set an aim
2. Engage front-line
1. Waste Identification
Tool
2. Value Stream map
3. Identify waste
3. Link clinicians and
finance
3. Financial model
4. Energy grid
5. Prioritization grid
4. Develop financial
models
5. Set portfolio
4. Deploy projects
6. Quality advisor
6. Set measures
7. Make changes (PDSA)
5. Manage execution
7. Tracking Grid
8. Track results
6. Spread and learn
Participants will leave with strategies, tools, and best practices to save money and drive quality
Benefits to your organization
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A Way Forward:
– The skills and tools to remove at least 2% of costs while
improving clinical performance
Confidence:
– A sound strategy for making needed improvements in
cost and quality that take into account the payment
environment for a one-year, two-year, and five-year time
horizon
Capability for the Future:
– Tools for developing financial viability, even at Medicare
prices
The Cost to Enroll
Regular Rate
$2,300 per person
Group Rate
$1,955 per person
Organizations sending 3 or more people are eligible for this discount.
Website
http://www.ihi.org/offerings/Training/BedsidetoBalance/2013March
FromtheBedsidetotheBalanceSheet/Pages/default.aspx
IHI is pleased to offer limited funding for scholarships and special discounts.
Please see the seminar website for a link to the application on the Fees page.
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Next Steps
Enroll Today
http://www.ihi.org/offerings/Training/BedsidetoBalance/2013March
FromtheBedsidetotheBalanceSheet/Pages/default.aspx
Join the Pre-Seminar Webinar Call
Tuesday, February 12th
1:00 – 2:30 ET
Feb. 12th Agenda: Welcome, Seminar Logistics, Required Pre-Work & What to Pack for SLC!
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February 21, 2013
2:00 – 3:00 PM ET
Clinicians and Financial Staff Can Improve Quality and
Lower Costs – Stories from the Frontlines, Part Two
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Questions?
Please join us
March 13-15, 2013
Intermountain Medical Center
Salt Lake City, UT
We would be happy to speak directly with teams or individuals that have
additional questions or would like further information about this seminar.
Please contact us at jmccall@ihi.org
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