NMH Nursing Standards Competencies Toolkit Toolkit August 2009 Introduction: The purpose of this toolkit is to introduce the new NMH Nursing Standards Competencies and their benefits in evaluating performance. As a manager it is your responsibility to present these competencies to your staff. In this toolkit you will find the following: • The NMH Nursing Standards Competencies document, which describes the seven competencies and the behaviorally anchored rating scale. A behaviorally anchored rating scale uses ratings to illustrate different levels of performance requirements. • A case scenario you can use with your staff to help familiarize them with the competencies and sample behaviors of each rating. Staff could complete the blank side and then compare their ratings to the manager’s rating on the opposite side. • In order to assist managers in the evaluation of performance, staff will be asked to provide feedback for colleagues. For nursing colleagues, the feedback should tie back to the Nursing Standards Competencies. Examples of comments for feedback are also provided. • A sample meeting agenda, which provides the talking points you need to share with your staff about this transition. Objectives: 1) Describe the NMH Nursing Standards Competencies. 2) Explain the behaviorally anchored rating scales. 3) Explain how to will share the new NMH Nursing Standards Competencies and behaviors with my nursing staff. Background - Why the change? The current evaluation form lacks focus on staff nursing behaviors. To move from an evaluation to a performance management system. Currently, employees are evaluated with marginal input from peers or colleagues. Magnet found deficiencies in our current system. Benefits: The manager and employee are clear about the behaviors that need to be demonstrated for each rating of the competency. Staff are clear about what is expected of them and what they need to do to improve and move to the next level of performance. From these objective behaviorally anchored rating scales, it should be easier to hold staff accountable for their performance. The next page gives a description of the competency and the behaviorally anchored rating scale. Toolkit August 2009 2 NMH Nursing Standards Competencies Use this document for self- evaluation, feedback, and staff nurse performance by the manager. Nursing Standards Competencies Sample Behaviors Does Not Meet: Avoidable errors in patient care; Does not complete care during shift. Knowledge Description: Assesses and cares for patients safely. Provides competent patient care. Serves as clinical resource for other staff. Accountability Description: Demonstrates compliance with patient care policies. Practices with accountability using the nursing process. Displays dependability. Assumes responsibility for personal development plan and education and updates professional record. Properly responds to e-mails, phone calls and call lights in a timely manner. Approaching Expectations: Inconsistently provides safe patient care; Requires prompting to complete mandatory unit/NMH requirements. Meets Expectations: Provides safe patient care; Assists staff during and after their orientation, though not functioning as preceptor. Exceeds Expectations: Sought out by peers as a resource for clinical issues; Super User roles; Preceptor for new employees and students. Exceptional: Achieves/maintains certification in nursing specialty; Teaches classes or in-services related to orientation. Does Not Meet: Shows non-compliance with the application of the nursing process; Fails to comply with patient care policies. Approaching Expectations: Receives verbal/written warning for absenteeism/attendance; Inconsistent compliance with patient care policies. Meets Expectations: Attends educational in-services offered by Northwestern Memorial; Meets attendance requirements; Consistently follows patient care policies and procedures. Exceeds Expectations: Identifies and corrects breaks in clinical practice; Assists others in applying the nursing process. Exceptional: Recommends and implements action plans to improve safety; Achieves perfect attendance; Enrolls in an advanced degree program. Does Not Meet: Viewed negatively by peers; Often blames others; Makes negative comments. Approaching Expectations: Viewed neutrally by peers; Needs intermittent reminders to take Description: responsibility for incomplete work. Engages in effective conflict Meets Expectations: Viewed favorably by peers. management and problem Exceeds Expectations: Viewed as a role model by peers; Identifies when others need assistance. solving. Performs well as viewed by peers. Exceptional: Viewed as a mentor by peers; Helps co-workers to identify when colleagues need help. Professional Image Toolkit August 2009 3 Nursing Standards Competencies Sample Behaviors Does Not Meet: Argues over most team assignments; Questions every decision; Substantiated Compassion Description: Maintains a positive attitude, work, and service ethic. Demonstrates Patient’s First in all activities. Advocacy Description: Facilitates coordination of patient education. Collaboration Description: Works constructively and collaboratively with all team members. Displays effective verbal and nonverbal communication skills across departments and disciplines. Dynamic Description: Performs care that is timely and efficient. Identifies patients at risk and accompanying risk reduction strategies are implemented. complaints by customer group. Approaching Expectations: Needs intermittent reminders that every staff is part of the team; Recognizes the need and focuses on improving customer satisfaction. Meets Expectations: Takes on challenging assignments; Participates in planned change; Builds effective interpersonal relationships. Exceeds Expectations: Offers to take challenging assignments; Initiates departmental change; Consistent positive customer feedback. Exceptional: Encourages co-workers to take challenging assignments; Responds proactively to family/patient concerns to ensure the Best Patient Experience. Does Not Meet: Fails to initiate and document patient education. Approaching Expectations: Inconsistent with patient education. Meets Expectations: Patients and families receive adequate teaching to prepare them for discharge, procedures, etc. Exceeds Expectations: Coordinates multidisciplinary education plan; Assists with discharge plan. Exceptional: Teaches classes for families; Develops teaching tools for families. Does Not Meet: Often controls peers within earshot of patient and others; Often finds it difficult to delegate to support personnel. Approaching Expectations: Needs reminders intermittently by superiors to approach co-workers in private; Needs intermittent reminders about need to prioritize delegation to support personnel. Meets Expectations: Usually approaches co-workers in private; Delegates appropriately to personnel. Exceeds Expectations: Sought out by staff to mediate interactions; Consistently matches assignments to existing employees’ skill mix; Facilitates teamwork. Exceptional: Serves as a role model and resource. Does Not Meet: On corrective action plan for inability to adequately assess/evaluate patient’s clinical status; Consistently unable to complete nursing care within shift. Approaching Expectations: Frequently unable to complete nursing care within shift; inconsistent assessment. Meets Expectations: Completes nursing care within given shift; Timely completion of risk assessments; MPET, patient profile. Exceeds Expectations: Consistently assists others to complete nursing care; Provides clinical expertise in care of complex patients; Recognizes and responds to emergencies. Exceptional: Participates in review and revision of unit policies or practices based on scientific evidence; Practice committee member; Assists with ongoing clinical audits; Assures compliance of peers. Toolkit August 2009 4 Case Scenario: Evaluating a Staff Nurse Using New Competencies Instructions: Below are the behaviors demonstrated by a NMH RN. Using the NMH Nursing Standards Competencies document, determine what competency is associated with each behavior and then provide a rating for each based on this document’s behaviorally anchored rating scale. Competency Behaviors Does Not Approaching Meets Exceeds Exceptional Meet Expectations Expectations Expectations Certified in specialty. Never precepted, but will assist staff as needed. Completes assessments and plans and documents in Power Chart in a timely manner. Arrives to work on time. Rarely take the challenging assignments. Sometimes complains about the fairness of assignments. Is inconsistent in documenting patient education on the MPET. Reprimanded a PCT in front of other co-workers and the manager. Activated the Rapid Response Team and was congratulated for catching early signs of deterioration. Responds to call lights promptly and answers calls for other nurses Assisted with the last clinical audit. Has taken charge of the unit five times this year; When in charge good decisions were made regarding assignments. Is often asked questions by other nurses related to the specialty. Blames others when things do not go well. Overall Rating: Additional Comments: Toolkit August 2009 5 Answer Key for Case Scenario: Manager Evaluating a Staff Nurse Using New Competencies Below are the behaviors demonstrated by a NMH RN. The manager of this RN completed her evaluation using the NMH Nursing Standards Competencies document. The manager has identified what competency is associated with each behavior and then provided a rating for each based on this document’s behaviorally anchored rating scale (appearing in italicized text). You can compare your evaluation of this RN against the manager’s evaluation. Competency Behaviors Does Not Approaching Meets Exceeds Exceptional Meet Expectations Expectations Expectations Knowledge X Certified in specialty. Knowledge X Never precepted, but will assist staff as needed. Dynamic X Completes assessments and plans and documents in Power Chart in a timely manner. Accountability Arrives to work on time. X Compassion X Rarely take the challenging assignments. Compassion X Sometimes complains about the fairness of assignments. Advocacy X Is inconsistent in documenting patient education on the MPET. Collaboration X Reprimanded a PCT in front of other co-workers and you. Dynamic X Activated the Rapid Response Team and was congratulated for catching early signs of deterioration. Accountability Responds to call lights promptly and answers calls X for other nurses. Dynamic X Assisted with the last clinical audit. Collaboration X Has taken charge of the unit five times this year; When in charge good decisions were made regarding assignments. Knowledge X Is often asked questions by other nurses related to the specialty. Professional X Blames others when things do not go well. Image Overall Rating: X Meets Expectations Additional Comments: A discussion with the manager on how the employee views their performance is important. This employee exhibits areas that need improvement. The manager needs to develop performance improvement plan for the RN. This employee also shows areas of strength. The manager will discuss with this employee opportunities on how s/he can continue to grow and develop in these areas. Toolkit August 2009 6 Examples of Feedback That Could Be Provided for RN Remember to be honest, objective, and to tie your feedback of the RN to the Nursing Standards Competencies. Below you will find examples of feedback that can be provided for five of the competencies and how this feedback ties back to the rating scale. Competency Does Not Meet Approaching Meets Exceeds Expectations Exceptional Expectations Expectations Knowledge, Compassion, and Professionalism Collaboration and Accountability At least once a week Sue does not complete nursing care for her patients during her shift. When I am functioning in the role of charge nurse, Sue questions all my decisions and assignments. Sue often blames others when her care is not complete. John provides safe patient care 75% of the time. However, he still needs reminders to use universal precautions. I’ve heard John complain about the fairness of assignments. When I have taken over for John, I’ve frequently had to remind him to complete work he began that he needs to complete before leaving. Sue reprimands PCTs at the nurse’s station where others can hear. Sue takes frequent unscheduled breaks during her shift. I’ve assisted John when he seems overwhelmed with prioritization, and what assistive personnel can do for him. John inconsistently documents patient education in the MPET. Jane consistently provides safe patient care. Jane participates in planned unit change such as Her peers view Jane favorably. Sandy is a resource for staff when it comes to clinical issues. Staff seeks her out for consultation. She recognizes patterns of decompensation in patients and shares her insight with others. When Sandy sees an area that needs improvement, she will work through the proper channels in initiating the system improvement. Sandy is a positive and reliable role model for the newer staff. She will assist the newer staff when she notices they need some help. Ellen has been certified in the specialty area for years. She is the person I go to if I have a clinical question. If there is a challenging patient, Ellen encourages me to take care of that patient and reassures me that she will be my resource if I need any help. I will go to Ellen for advice if I am not sure how to proceed with another department or a patient’s family member. Sandy is a team player and she provides an excellent example to her colleagues of this skill. Sandy answers call lights for other nurses without being asked. Ellen works constructively and collaboratively with all team members. She serves as a role model and resource for her colleagues. Ellen just started graduate school and shares with us what she is learning that applies to our practice. Jane delegates appropriately to assistive personnel. When I take over for Jane, I notice how she consistently follows NMH policies and procedures in her nursing practice. Toolkit August 2009 7 How to Present the New Competencies to Your Staff Use your preferred method of communication; newsletters, e-mail, and or staff meetings. It is recommended you have a meeting and the following agenda can be used. Staff Meeting Agenda Background The current evaluation form lacks focus on staff nurse behaviors. To move from an evaluation to a performance management system. Employees are evaluated with marginal input from peers or colleagues Magnet found deficiencies in our current system. Benefits The manager and employee are clear about the behaviors that need to be demonstrated for each rating of the competency. Staff are clear about what is expected of them and what they need to do to improve and move to the next level of performance. From these objective behaviorally anchored rating scales, it should be easier to hold staff accountable for their performance. NMH Nursing Standards Competencies Brief discussion about each competency and it behaviorally anchored rating scale. Case Scenario (Optional) Each meeting participant completes the case scenario and then group compares their evaluation to manager’s evaluation in the scenario. Sample Comments for Feedback Discuss types of feedback that RNs should provide to their peers. Question and Answers If you have questions regarding the NMH Nursing Standards Competencies Call Robert Fortney at 6-0139 or Alan Pietrowski at 6-8530 Toolkit August 2009 8