Centre for Healthcare Redesign Diploma Program 2015-03 Guidelines and Application Form Key Dates: Application open:16 December 2014 Applications close: 30 January 2015 Successful Applicants Announced: 16 February 2015 Author: Centre for Healthcare Redesign Owner: Agency for Clinical Innovation Postal address: Agency for Clinical Innovation PO Box 699 Chatswood NSW 2057 T +61 2 9464 4666 F +61 2 9464 4728 info@aci.health.nsw.gov.au www.aci.health.nsw.gov.au February 2015 AGENCY FOR CLINICAL INNOVATION Level 4, Sage Building 67 Albert Avenue Chatswood NSW 2067 Agency for Clinical Innovation PO Box 699 Chatswood NSW 2057 T +61 2 9464 4666 | F +61 2 9464 4728 E info@aci.nsw.gov.au | www.aci.health.nsw.gov.au Produced by: Centre for Healthcare Redesign Ph. +61 2 9464 4723 Email. chr@aci.health.nsw.gov.au Further copies of this publication can be obtained from: Agency for Clinical Innovation website at: www.aci.health.nsw.gov.au Disclaimer: Content within this publication was accurate at the time of publication. This work is copyright. It may be reproduced in whole or part for study or training purposes subject to the inclusion of an acknowledgment of the source. It may not be reproduced for commercial usage or sale. Reproduction for purposes other than those indicated above requires written permission from the Agency for Clinical Innovation. © Agency for Clinical Innovation 2013 TABLE OF CONTENTS SECTION A 1 1. Introduction to the Centre for Healthcare Redesign 1 2. CHR Diploma Program 2 3. Where does the CHR Diploma Program fit in the project lifecycle? 3 4. Course Structure 5 5. Pre requisite 6 6. 2015 Calendar 6 7. Cost 6 8. Key Program Roles and Responsibilities 7 SECTION B 10 1. Application Process 10 2. Application Form 11 Section A 1. Introduction to the Centre for Healthcare Redesign The Centre for Healthcare Redesign (CHR) was established in 2007 as a key strategy to support the growth of Redesign programs and therefore contribute to the Healthcare Triple Aim1: • Improving the patient experience of care • Improving the health of populations • Reducing the per capita cost of health care. The role of the CHR, as part of the Agency for Clinical Innovation (ACI), is to provide skills and knowledge for staff across the healthcare system primarily in the areas of: • Innovation • Redesign • Project Management • Change Management. CHR offers capability development programs & resources which include: • The CHR Diploma Program (aka ‘Redesign School’) • Change Management Training (Accelerating Implementation Methodology – AIM) • Redesign Awareness Programs • Redesign eLearning Portal (GEM) • Hub of the Redesign Leader’s Network • Coaching Panel. The CHR values align with the core NSW Health values: Collaboration, Openness, Respect and Empowerment. 1 1 : The Triple Aim is an ongoing initiative from the Institute for Healthcare Improvement (IHI) and has been adopted by the Agency for Clinical Innovation (ACI) 1 2. CHR Diploma Program The CHR has been delivering a state-wide redesign and project management diploma program for health professionals since 2007. Through this program, the CHR supports the goal to be the ‘go to’ place for clinician and consumer-led reform2 and aims to: • Enhance the health workforce’s capacity to undertake redesign projects within the NSW Health system • Promote, develop and strengthen networks across functional and regional areas • Integrate patient-centred healthcare delivery. The CHR Diploma Program is an intensive 20-week program conducted 3 times a year which incorporates a mixed-method model of delivery to enable NSW Health staff to complete an important workplace improvement project. It includes: • A comprehensive eLearning program • 13 Face to Face educational sessions • Workplace coaching • A workplace redesign project • The award of a Diploma of Project Management for eligible participants. Redesign Methodology Using proven Redesign Methodology, frontline staff can identify issues impacting patient experience then develop and implement sustainable change processes to improve the way health care is delivered and experienced, benefitting patients, carers and staff. Project Initiation & Start up Diagnostics Solution Design Implementation Implementation Monitoring Evaluation / Sustainability Participants, projects and achievements 365 participants have graduated from the CHR Program, implementing over 200 projects in the past eight years. These projects address a wide range of issues, including high profile and state-wide initiatives such as: • Emergency Department (ED) Models of Care • Chronic Pain Management for Frequent Attendees to the ED • Individual Patient Special for Patients with Delirium and Dementia • Hospital in the Home for Patients with Cellulitis • Emergency Surgery Guidelines • National Emergency Access Target (NEAT) Projects Further information about CHR projects is available through the Innovation Register at: http://www.archi.net.au/our-services/innovations. 2 The ACI Strategic Plan 2012 – 2015 can be accessed on: http://www.aci.health.nsw.gov.au/about-aci 2 2-3 months PROJECT INITIAL FORMULATION IDEA CHR APPLICATION 5 months IMPLEMENTATION PLAN 3. Where does the CHR Diploma Program fit in the project lifecycle? P A P S D S D 4 - 12 months OBJECTIVES MET CHR DIPLOMA PROGRAM A PROJECT IMPLEMENTATION EVALUATION AND GRADUATION CONTINUOUS IMPROVEMENT Project Idea Projects best suited to the Redesign Methodology are improvement projects, where staff identify a high priority and measurable problem to solve in their organisation. Initial Formulation Once the issue / problem area is identified, staff should start defining the project. This includes determining what the objective is, who will manage the project, and how the project team will be organised. The application form offers a list of criteria to think about prior to starting the project. CHR Application – Who is eligible to apply? Staff who regularly manage projects or wish to make significant workplace changes, but do not have any formal training on project management or change management, will greatly benefit from attending the program. Participants are nominated from each Local Health District / Specialty Health Network (LHD/SHN) on the recommendation of the local Executive. Staff can apply individually or in teams. We recommend that the project team comprises of at least 2 participants, including at least one member of each area impacted by the change. For example, if the project addresses issues for patients with a mental illness when presenting to the Emergency Department, the team should include at least a staff member from Mental Health and one from the Emergency Department. The application form must be reviewed and approved by your Manager, your Project Sponsor and your Redesign Leader prior to being submitted to the CHR. If you are thinking about applying but are unsure of the suitability of your project or the commitment needed for the program, it would be a good idea to talk to your Redesign Leader or to a past participant. 3 CHR Diploma Program The Diploma Program provides the learning component to set up a successful project. The program takes participants through the different steps of redesign project management, from initiation through to evaluation. The program requires a considerable time commitment and we recommend that participants are backfilled for 3 to 5 days a week during this phase (dependent on the scope of the project – large projects require full time commitment to underpin success). Redesign Leaders provide valuable support in coaching participants. The main outputs of the program are a strong implementation plan and tools for successful change management. Project Implementation Succesful Project implementation is key in achieving project objectives. During this phase, participants are accountable to their organisation for the successful implementation of their projects. This phase is also highly time-consuming and we recommend that participants are backfilled until the changes are part of the “business as usual”. Redesign Leaders continue to provide coaching. The Project Sponsor plays a key role in accelerating the implementation. Objectives Met - Evaluation and Graduation Objectives are usually met 4 to 12 months after the end of the CHR Diploma Program. This can vary significantly depending on many factors such as the scope of the project, the availability of resources (including participants’ time) and the involvement of the Project Sponsor. A Graduation Day is organised 4 to 6 months after the program, where successful participants present their achievements and obtain a Diploma of Project Management. Continuous Improvement The redesign process is part of continuous improvement activities. Projects, goals and objectives should be constantly revaluated to ensure the systems meets the demand and progresses towards achieving the Triple Aim: • Improving the patient experience of care; • Improving the health of populations; and • Reducing the per capita cost of health care. 4 4. Course Structure The content of the program is based on Project Management, Change and Redesign Methodology. Participants who successfully complete all the course requirements and manage their improvement project until completion are eligible to receive a Diploma of Project Management. The program consists of 5 phases held over a 20-week period, each of these including: • Online learning modules, providing participants with the knowledge to support their practical learning sessions (4 to 8 hours of work for each session, to be completed prior to attending the relevant Face to Face workshop); • Face to Face learning workshops, designed to give participants the opportunity to develop the practical skills needed to undertake specific tasks related to each stage of the project; • Project work where participants focus on developing their project and putting their new skills and knowledge into practice; • Reports to submit to the CHR and project updates to present to the group (from Diagnostics onwards). Session 1 - 3 days Project Initiation & Start up Session 2 - 3 days Diagnostics Session 3 - 3 days Solution Design Session 4 -2 days Implementation Session 5 - 2 days Evaluation / Sustainability Implementation check points This session includes the first steps of setting up a project, from defining objectives, to developing a communication plan. Participants will be able to complete part of their Project Management Plan during the sessions. These days cover a range of diagnostics tools such as theory of constraints, process mapping and data analysis. Participants will use the most appropriate tools in the workplace to identify the issues’ root causes to address. During these workshops, participants will learn and try different techniques to identify solutions and prioritise them. One of the 3 days is a site visit to Baxter Healthcare, introducing Lean Thinking. The implementation session develops the principles of Accelerating Implementation Methodology (AIM). This methodology delivers strategies to ensure successful change management and project implementation. This session covers the closing steps of the project, including how to evaluate project outcomes, sustain them and spread the success to other services or organisations. Participants attend 2 check points with ACI staff to monitor project implementation and discuss successes and / or potential issues arising during this phase. A Graduation Day is organised 6 months after the end of the program. Team Members, Sponsors and Redesign Leads are invited to support participants and learn from their projects outcomes and experience of the program. 5 5. Pre requisite 1. Participants wishing to apply to the program need to have an improvement project approved by their sponsor and backfilled time to manage it. 2. Participants are required to have attended an Accelerated Implementation Methodology (AIM) course in the 2 years prior to starting the course. For participants who didn’t have the opportunity to attend an AIM course, or wishing to review key concepts, a one-day workshop has been scheduled before the course starts. To learn more about the AIM 2-day courses you can: Contact your Redesign Leader (details on page 9) Contact your Learning & Development Unit Find more information on: http://www.aci.health.nsw.gov.au/centre-for-healthcare-redesign 6. 2015 Calendar Please find below the dates of the face to face workshops. Workshops are held at the Agency for Clinical innovation in Chatswood. Attendance is mandatory for participants wishing to graduate. Session CHR 2015-01 CHR 2015-02 CHR 2015-03 15 Dec 2014 30 Jan 29 May 12 Feb 12 Mar 14 Jul Project Initiation & Start Up Workshop 25 - 27 Feb 30 Mar - 1 Apr 27 - 29 Jul Diagnostics Workshop 24 - 26 Mar 29 Apr - 1 May 2 - 4 Sep Solution Design Workshop 13 - 15 May 17 - 19 Jun 14 - 16 Oct Implementation Workshop 25 - 26 Jun 22 - 23 Jul 26 - 27 Nov Evaluation Workshop 16 - 17 Jul 27 - 28 Aug 8 - 9 Dec 2 Implementation Check Points Sep - Nov Oct - Feb Mar - May 3 Dec 2015 TBA April 2016 TBA Aug 2016 Enrolment Deadline Pre-Course AIM Workshop Graduation Day and Final Presentations 7. Cost The NSW Agency for Clinical Innovation will cover all costs related to the delivery of the face to face teaching and eLearning modules as well as the certification costs for the diploma for each participant. Local Health Districts will need to cover all costs associated with travel and accommodation for nominees to attend the program. 6 8. Key Program Roles and Responsibilities Program Participant The project manager and team member/s for the local team is in charge of project activities during the 20-week program and accountable for following the methodology for the life of the project, including the implementation and evaluation of solutions. Program participants are required to: • Attend all Face to Face sessions including the Graduation Day • Have backfilled project time. This is a fundamental aspect of the course as the project worked on while completing the program will require significant commitment in their workplace • Complete all pre-course requirements and deliverables in a timely manner • Share ideas and learning to create a mutual support network for change • Implement their project solutions. The project team will have the support of their organisation, maintain open communication and network at a senior level within the organisation. If they are not in a project role, participants should be backfilled 3 to 5 days per week (according to project scope) to undertake project tasks such as workshops, data collection and development of deliverables. Project Sponsor The Project Sponsor has the authority to make the project happen. Their role is to legitimise and demonstrate ownership for the change. As such, the Project Sponsor will work closely with the project manager to ensure: • Appropriate scope and goal setting in line with organisational strategic goals • Allocation of resources and project budget • Regular scheduled monitoring of progress and approval for project milestones / deliverables • Senior level commitment and sponsorship by senior executive teams • Facilitation and resolution of issues at senior levels • Reinforcement of expected new behaviours. In support of their project team, sponsors are required to attend the following sessions: - 1st face to face day (project initiation) - 1st sponsors’ webinar - Final Graduation More sessions will be scheduled through the course to enable Sponsors to support their project teams. 7 Centre for Healthcare Redesign Course Facilitators The CHR course facilitators create: • A challenging experience where you will learn and develop new capabilities in redesign, change and project management • An opportunity to learn from, and be coached by, recognised experts in the redesign field (coaching and mentoring will be provided by ACI program facilitators and Redesign Leaders) • A learning culture supported by coaching and online educational resources and templates • Opportunities for knowledge transfer. Redesign Leaders The Redesign & Innovation Network consists of 27 experts in Project and Change Management across all Local Health Districts and Networks. The Redesign Leaders play an active role in supporting the CHR Program, in particular by: • Identifying optimal projects and participants to attend the program • Coaching and mentoring the participants and projects from their LHD/SHN • Contributing directly to the CHR Diploma Program delivery by facilitating individual sessions with participants and providing expert feedback after their presentations. • Facilitating networking within and across clinical and geographical boundaries. 8 Redesign Leaders Contact List for CHR Diploma Program LHD / SHN First Name Email address Ambulance Services Anna Rozario arozario@ambulance.nsw.gov.au Central Coast Jamie Gills jamie.gills@health.nsw.gov.au Far West Melissa Welsh Melissa.Welsh@health.nsw.gov.au Hunter New England Judith Swan Judith.Swan@hnehealth.nsw.gov.au Illawarra Shoalhaven Suzanne Payne Suzanne.Payne@sesiahs.health.nsw.gov.au Justice Health Amy Laxton Amy.Laxton@justicehealth.nsw.gov.au Mid North Coast Christoph Gröger christoph.groger@ncahs.health.nsw.gov.au Murrumbidgee Annie Williams Annie.Williams@gsahs.health.nsw.gov.au Nepean Blue Mountains Danielle Xerri Danielle.Xerri@health.nsw.gov.au Northern New South Wales Lynn Hopkinson lynn.hopkinson@ncahs.health.nsw.gov.au Northern Sydney (East) Deb Stewart Deb.Stewart@health.nsw.gov.au North Sydney (West) Emily Bucknell Emily.Bucknell@health.nsw.gov.au South Eastern Sydney Liz Mason elizabeth.mason@sesiahs.health.nsw.gov.au South Western Sydney Margaret Chapman Margaret.Chapman@sswahs.nsw.gov.au Southern NSW Judith Hallam Judith.Hallam@gsahs.health.nsw.gov.au St Vincent's Health Susan O’Shea soshea@stvincents.com.au Sydney Elizabeth Bryan Elizabeth.Bryan@sswahs.nsw.gov.au Tim Hoffmann Tim.hoffmann@health.nsw.gov.au Western NSW Lorna Dicks lorna.dicks@gwahs.health.nsw.gov.au Western NSW Margaret Mitchell Margaret.Mitchell@gwahs.health.nsw.gov.au Western Sydney Emma Clarke Emma.clarke1@health.nsw.gov.au Sydney Children's Hospitals 9 Section B 1. Application Process To apply to the CHR Diploma Program, candidates are requested to submit a project brief. Candidates are required to contact their Redesign Leader in the first instance as there may be a specific local application process applying to their organisation. If you are unable to contact the Redesign Leader, enquiries can be made directly to the CHR Course Manager, Estelle Marque on Estelle.Marque@aci.health.nsw.gov.au. The enrolment dates for 2015 are set as following: Phase CHR 2015-01 CHR 2015-02 CHR 2015-03 Applications Open 17th November 2014 16th December 2014 4th May 2015 Applications Close 15th December 2014 30th January 2015 29th May 2015 Successful applicants notified 16th January 2015 16th February 2015 16th June 2015 To ensure an optimal learning environment, each course will be limited to a maximum of 12 projects or 25 participants. Applications will be assessed against the criteria outlined in the application form. These include the appropriate number of participants attending the program (ideally 2 per team). Team participation Participants are encouraged to submit a group application with some of their team members. To comply with the Diploma of Project Management requirements, there is a limit of 4 participants working on the same project attending the CHR Program. Please note that to obtain the Diploma of Project Management, all the team members need to attend the Face to Face days, complete their eLearning individually and play an active and equal role in the project implementation. By applying to the program, all participants agree to share their project information with the rest of the participants. They also agree that all information shared is to be used for learning purposes only. 10 2. Application Form Section 1: Contact Details (Submit one per participant) Participant 1 - Contact Details for Correspondence Name Position Department / Facility Email Work Phone Mobile Time allocated to the project From: (please specify weekly backfilled hours if not in a project role) Accelerating Implementation Methodology Attendance Date and signature / / To: / / I have attended an AIM course in the past 2 years, on __/__/__ I wish to attend the 1 day AIM prior to starting the program14/07/15 I will attend all the Face to Face days. If no, please specify why / when you won’t be attending: ______ I will not take more than 2 consecutive weeks of leave during the course Date: __/__/__ Direct line manager’s approval Name & Position Email address Date and Signature Redesign Leader’s – Agreement to support the project and provide relevant coaching Name, Date and Signature Services Collaborating in the Project List names of services involved in the project Please note that every service impacted should be included in the project team. ….. 11 Participant 2 - Contact Details for Correspondence Name Position Department / Facility Email Work Phone Mobile Time allocated to the project From: (please specify weekly backfilled hours if not in a project role) Accelerating Implementation Methodology Attendance Date and signature / / To: / / I have attended an AIM course in the past 2 years, on __/__/__ I wish to attend the 1 day AIM prior to starting the program14/07/15 I will attend all the Face to Face days. If no, please specify why / when you won’t be attending: ______ I will not take more than 2 consecutive weeks of leave during the course Date: __/__/__ Direct line manager’s approval Name & Position Email address Date and Signature Redesign Leader’s – Agreement to support the project and provide relevant coaching Name, Date and Signature Please copy and complete the above table for EACH participant applying to the CHR Program. 12 Section 2: Project Description (submit one per team) Project Title Facility Background / Case for Change What has triggered this project proposal? Why should this be prioritised as an area of work? What benefits will it bring? 100 - 300 words Issue What is the problem you would like to fix? Link to Organisational Strategy What organisational priority does it align with? Please quote the relevant source (e.g. strategic plan) Project Goal Please provide a statement about the long-term change your project is working towards (3 to 4 yrs.) Project Objective If already knowm please state any specific objective. Your objective should be an outcome aligning with the Triple Aim3. Project Considerations Timeline When do you plan to achieve your objective? Why is it realistic? Scope What is the scope of work included in the project? Is it manageable with the resources allocated to the project? Risks What are the major potential risks and barriers to implementation? Is there a plan to reduce the risks? 3 Institute for Healthcare Improvement Triple Aim: • Improving the patient experience of care • Improving the health of populations • Reducing the per capita cost of health care. 13 Resources Budget Will funds be required for the project, how much and is a funding source identified? Is there specific funding attached to this project? Human resources Further resources not participating in the Program Clinical lead Which service managers and key clinical staff will be involved in the project / accountable for achieving the outcomes? Implementation, Evaluation and Sustainability Implementation Who will be implementing the project*? What are the ongoing resource implications to sustain your project and embed the changes (i.e. staff availability after the completion of the formal CHR education days)? *Mandatory requirement for the diploma Evaluation Include key evaluation questions and a brief plan for collecting data (qualitative and quantitative) to answer these questions. Remember to address the objective. Sustainability Please describe how you will sustain your project after the CHR course to embed the changes. Do you agree to: Knowledge Sharing Write up your project for a quality award? Yes / No Please indicate the potential for the initiative to be adopted across the wider healthcare system and whether you agree to share the knowledge. Share your project outcomes on our Innovation Exchange website? Yes / No Have your project description and contact details distributed to ACI networks members? Yes / No 14 Section 3: Sponsorship (submit one per sponsor) Project Sponsor Name Position Email address As project sponsor, I acknowledge my attendance to support my team is expected and confirm I am planning to attend: (please tick yes or no for each session) Attendance Attendance Session Venue Date Yes No 1st face to face day with CHR participants – Project Initiation ACI Chatswood 27/07/15 Yes No Sponsors’ webinar to review the sponsor’s role Teleconference + WebEx 24/07/15 (11 to 11.30) Yes No Final Graduation Sydney (venue TBA) TBA April 2016 Further sessions will be planned to involve sponsors in the program. Invitations will be sent in due date. Statement of Importance (Submitted by Sponsor) Health service managers and clinical leaders who agree to sponsor the project are to provide a statement describing why the project is important in the relevant service and what actions they will take to provide support including the provision of time to attend face to face sessions, undertake project tasks, etc. Applications without statement of importance will be returned. Signature Please copy and complete the above table for EACH sponsor if applicable. Please return completed application form to: Radhika Rao Centre for Healthcare Redesign Support Officer Tel +61 2 9464 4723 Radhika.Rao@aci.health.nsw.gov.au 15