The Just Culture Community THE JUST CULTURE CHAMPIONS TRAINING Next Steps PRESENTED TO: Copyright 2011, Outcome Engineering, LLC. All rights reserved. The Just Culture Community Just Culture Implementation Taking the Necessary Steps Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 2 The Just Culture Community Our Experience In Each Organization… – There will be a small population of the staff that will be openly opposed to most management initiatives – There will be a larger population that believe that Just Culture is the key to future organizational success – The remainder will believe the Just Culture will work, but likely will not buy into the program until they see leadership start to adhere to the philosophy Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 3 The Just Culture Community Words to Describe Implementation • • • • • • • • A Journey A Transformation An Intervention A Program A Set of Tools A Model A Lifestyle A Foundation Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 4 The Just Culture Community Key Implementation Steps • Take the First Steps • Gap Analysis, Disciplinary Policy Alignment, • HR Actions • Event Investigations Review • Educate Senior Leadership • Identify, Educate, and Mentor Champions Team • Initial Champions Classroom Training • Just Culture Certification Course (selected attendees) • Event Investigation Course (selected attendees) • 12 Monthly Webinars: Coaching and Mentoring, • Combined with Organizational Self-Assessments Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 5 The Just Culture Community Key Implementation Steps • Educate Managers • One-Day Just Culture Classroom Instruction plus Online Training • Event Investigation Online Training • Coaching and Mentoring Online Training • Train Managers and Staff – Whole of Organization – Featuring the Safe Choices ™ Movie and the Producer’s Commentary – Ongoing training – 12 month program • Measure Success – Benchmarking Surveys Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 6 The Just Culture Online Training All Staff Physicians Managers Champions Community Copyright 2011, Outcome Engineering, LLC. All rights reserved. Just Culture Certification Training Champions Training – Implementation Application Event Investigation Training Event Investigation Just Culture for Managers Online & Classroom Coaching and Mentoring Just Culture for Physician Leaders Just Culture for Physicians Safe Choices Page 7 The Just Culture Community Leadership Responsibilities • Provides the vision—demonstrates a commitment to safe, reliable delivery of high quality care • Establishes a sense of urgency around managing risks • Creates an environment of internal transparency around risk • Demonstrates an open, fair and learning culture, including response to behaviors, errors, and events • Encourages trust and participation to improve safety and other core values • Uses data and information to measure performance and build both unit and organizational models for risk and the allocation of resources Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 8 The Just Culture Community Implementation Support Model Fac 1 Champions travel to support Fac 2 Fac 2 Champions travel to support Fac 3 Facility 1 Facility 2 Facility 3 Fac 3 Champions travel to support Fac 1 Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 9 The Just Culture Community Implementation vs Application Facility Application BANNER HEALTH System Wide Implementation Facility Application Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 10 The Just Culture Community Champions Setting the Course Core Objectives Roles Expectations Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 11 The Just Culture Community Champions Team • President/CEO • Chief Operating Officer • Executive Sponsorship ______________________________ • • • • Chief Medical and Nursing Officers (CMO, CNO) HR Officer/Director Patient Safety/Risk Management/Quality Officers/Directors Other Respected Leaders Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 12 The Just Culture Community Core Objectives Create an Open and Fair Culture Manage Behavioral Choices Design Safe Systems Create a Learning Culture Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 13 The Just Culture Community Core Objectives Create an Open and Fair Culture • Move away from an overly punitive culture and strike a middle ground between punitive and blame free • Recognize human fallibility • Humans will make mistakes • Humans will drift away from what we have been taught Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 14 The Just Culture Community Core Objectives Manage Behavioral Choices • Humans will make mistakes. Console. • People and Cultures will drift into unsafe places. Coach. • People will make choices that consciously disregard substantial and unjustifiable risk. Consider Discipline. Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 15 The Just Culture Community Core Objectives DesignSafe SafeSystems Systems Design • Reduce opportunity for human error • Capture errors before they become critical • Allow recovery when the consequences of our error reaches the patient • Facilitate our employees making good choices Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 16 The Just Culture Community Core Objectives Create a Learning Culture • A culture that is hungry to learn • Eager to recognize risk at both the individual and organizational level • Risk is seen through events, near misses, and observations of system design and behavioral choices • Without learning we are destined to make the same mistakes…… Page 17 Copyright 2011, Outcome Engineering, LLC. All rights reserved. The Just Culture Community Champions Responsibilities Copyright 2011, Outcome Engineering, LLC. All rights reserved. The Just Culture Community Chief Nursing Officer and Physician Leaders • Leaders of Champions team • Role models for both managers and staff at the facility • Articulate priorities, establish and coordinate crossdepartment risk reduction initiatives • Recognize and reward managers actively implementing Just Culture • Advocate for program at department meetings and at the executive level Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 19 The Just Culture Community Director of Human Resources • Aligns HR policies and practices with Just Culture • Ensures that HR investigations and actions are consistent with Just Culture principles • Incorporates Just Culture principles into manager training and development • Coaches and mentors managers applying Just Culture principles and tools Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 20 The Just Culture Community Director of Risk Management • Reviews and coordinates event investigations for team, reporting if investigation and follow-up meets organizational Just Culture standards • Determines if managerial actions are addressing the components of the system that are under their control so team can take appropriate action Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 21 The Just Culture Community Patient Safety, Risk/Quality and HR PSO/Risk/Quality • PSO/Risk/Quality – Helping improve the effectiveness of the learning process – Providing tools to line managers – Helping to redesign systems Copyright 2011, Outcome Engineering, LLC. All rights reserved. HR • HR – Protecting the learning culture – Helping with managerial competencies • Consoling • Coaching • Punishing Page 22 The Just Culture Community At the Champions Meetings: • • Recent event investigations are considered, including HR cases: – to identify errors, – assure that timely and appropriate follow-up happens, – the necessary actions have been taken, and – Team monitors for trends/clusters/repetitive errors or events “Major,” “Catastrophic,” “Moderate” and “Never” events are discussed by this group during the investigation stage to ensure consistent response Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 23 The Just Culture Community Barriers to Team Effectiveness • Lack of structure: meetings aren’t scheduled or spotty attendance by members • Do SILOs exist? • Personality issues? • Manager resistance? • Other issues? Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 24 The Just Culture Community Potential Challenges • Difficult to overcome the tendency to coach human error • Severity of the outcome of the event will influence response in some cases • Managers value consistent disciplinary standards but vary in their ability to apply the standards in their units • Managers to do good event investigations and follow-up Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 25 The Just Culture Community Bottom Line for Champions • Champions are responsible for driving culture change within the organization and are accountable to the CEO • It is recommend that Champions meet at least monthly and more frequently, if needed. • Discuss what is going well and what is not. Sample topics include barriers to implementation, education, scheduling, coaching, and additional tools/topics as needed • Outcome Engineering is available to Coach and Mentor Champions remotely to guide the implementation plan Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 26 The Just Culture Community Managers Responsibilities Copyright 2011, Outcome Engineering, LLC. All rights reserved. The Just Culture Community Getting Started • Complete Classroom and Online Training • Meet With Other Managers and Gain Proficiency in: – Conducting Just Culture Event Investigations – Use of the Just Culture Algorithm™ – Applying Coaching and Mentoring Skills Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 28 The Just Culture Community Identify Risk Proactively Identify Risk Through a Variety of Techniques: • • • • • Informal interviews Focus Groups Walk-arounds Occurrence reports/event reports Collaborate with process owners and other departmental managers to identify and monitor risk strategies Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 29 The Just Culture Community Assessments Perform Assessments to Evaluate Risks • Review contributing factors to events to determine whether existing systems and processes sustain an acceptable level of risk • Adopt a predictive model for human behaviors….where will people err, drift and make the reckless choice…and what is justifiable in the context of organizational values and risk management Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 30 The Just Culture Community Visibility of Top Risks • Maintain Visibility Of “Top 3” Departmental Risks – System Design – Human Behavior • Develop intervention strategies • Monitor the effectiveness of these strategies Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 31 The Just Culture Community Event Investigations Event Investigation • Perform thorough, fair, and consistent investigations • Identify contributing systems and human failures • Severity of outcome will not dictate discipline • Learn from the behavioral choice that contributed to the event Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 32 The Just Culture Community Coaching and Mentoring Proactively Coach and Mentor –Staff –Peers/Champions –Internal transparency is a key marker of a Just Culture Educate Staff –Proactive approach to education vs. waiting for an adverse event to occur before educating Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 33 The Just Culture Community Risk Reduction • Motivate Staff By Adopting Innovative, Effective, Efficient Methods To Reduce Risk – Implement timely system changes necessary to reduce risk – Provide feedback on why error at at-risk behaviors occur in the workplace – Incentivize the desired behaviors to manage the risk • Owed to Staff Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 34 The Just Culture Community Measure Effectiveness • Create Metrics and Methods to Track and Analyze Risk and Risk Reduction Strategies – Share data and progress • Owed to the Champions Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 35 The Just Culture Community Responsibilities Owed to Manager Champions Will: • Provide the resources needed for management to build safe processes to apply Just Culture principles • Monitor and assess the new processes and systems • Endorse manager’s responses to events in accordance with Just Culture principles • Align organizational and departmental HR and discipline policies to support a Just Culture Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 36 The Just Culture Community Responsibilities Owed to Manager Staff Will: – Work together with managers and other staff to identify and manage risk – Report operational hazards/risks that may affect the safety of patients or colleagues, and holds management accountable for a response in the handling of those reports – Support management efforts to encourage staff in making safe behavioral choices to minimize potential risk to patients or colleagues Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 37 The Just Culture Community Just Culture Certification Checklist Complete Just Culture Certification Training Complete Just Culture Online Training Just Culture Managers Training Just Culture Event Investigation Just Culture Coaching and Mentoring Just Culture Physician Algorithm (Optional alternative to Managers Training) Submit Certification Proficiency Exam to: exams@outcome−eng.com Participate in a one hour verbal debrief following your exam submission with an Outcome Engineering Consultant Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 38 The Just Culture Community Thank You! Please visit us at: Outcome Engineering, LLC Curators of the Just Culture Community www.outcome-eng.com www.justculture.org 214.778.2010 Copyright 2011, Outcome Engineering, LLC. All rights reserved. Page 39