CUSP for Safe Surgery (SUSP) Project Management Guide Armstrong Institute for Patient Safety and Quality Problem Statement: Today’s healthcare environment is full of competing priorities, and it’s easy for a new project to run out of steam. By anticipating project work and delegating resources appropriately, your perioperative CUSP for Safe Surgery (SUSP) team can meet project goals and sustain positive change. Purpose of Guide: The purpose of this guide is to help your SUSP team successfully manage the SUSP project in your perioperative area. This guide outlines the four project phases your team will complete during the two-year project: Onboarding, Implementation I, Implementation II, and Sustainment. This manual describes your responsibilities and activities during each of the four project phases. What is in this Guide? The guide consists of learning goals, materials, and deliverables for each month of the project. It refers to forms and tools that you can find on the project web site, https://armstrongresearch.hopkinsmedicine.org/susp.aspx. There is a short “SUSP Readiness Bridge” checklist at the end of each section so you can track completion of project tasks. Additionally, a project timeline lists project calls and phases to facilitate longer term project planning. Who Should Use this Guide? SUSP is a transdisciplinary project that incorporates the wisdom and unique perspectives of all providers and staff. However, in order to ensure timely completion of project activities, your team will choose a team leader. This leader will oversee SUSP implementation, and additional team members can help implement each of the steps. While the entire SUSP team can use this guide, the team leader should refer to it as he or she sets the project course. How to Use this Guide: Your team leader can review this information with the group during your first SUSP meeting, after you have listened to the SUSP Kickoff Webinar. Refer back to the guide as you become more familiar with project goals and learning materials to determine if your team is on track. If you’re having trouble meeting project goals or completing action items, you can discuss your challenges on project coaching calls, or start a discussion on the SUSP Social Network. 2 Onboarding Phase: Months One through Six You can redesign your care system through technical and adaptive work to improve patient safety and eliminate preventable harm. Technical work changes procedural aspects of care that can be explicitly defined, such as skin prep procedures. Adaptive work changes the attitudes, values, beliefs and behaviors of the people who deliver care. Far too often, frontline staff feel like patient safety improvement efforts are done to them instead of done with them. During the Onboarding Phase, your team will develop an SSI prevention ‘bundle’ by tapping the wisdom of your frontline staff. When you give voice to the patient safety concerns of the people who deliver care, you embed adaptive work in your technical work – a proven approach to reducing preventable harm. Learning Goals for the Onboarding Phase Distinguish between adaptive and technical improvement work. Measure your perioperative safety culture and surgical site infection (SSI) rates, and debrief that data with your frontline staff and senior executive. Develop a tailored SSI prevention bundle by tapping the wisdom of your frontline staff and auditing your surgical care processes. SUSP Kickoff Webinar Length 2 hours Dates Monday, October 14 @ 10AM Wednesday, October 16 @ 2PM Webinar Info* (all webinars are recorded) Conference Line: 1-800-311-9401 Passcode: 83762 Webinar URL: https://connect.johnshopkins.edu/suspcohort4/ Target Audience SUSP Teams and Coordinating Entities Objectives After this module, SUSP Teams should be able to: Tools Deliverables CUSP for Safe Surgery Team Membership Form CUSP for Safe Surgery Team Roles and Responsibilities Form Coming in two weeks Identify the goals and conceptual model of the SUSP project Describe SUSP project “asks” that will help ensure hospital team success Describe what the SUSP project will look like in your hospital Prioritize your team’s next steps Schedule your first SUSP meeting and complete the CUSP for Safe Surgery Team Membership Form and CUSP for Safe Surgery Team Roles and Responsibilities Form during that meeting Report your pre-mortem insights during a coaching call Knowledge is power. We’ll teach you how to generate safety culture and SSI data reports from the SUSP portal. 3 Training Call: How to Use the SUSP Portal: A Training Call for SUSP Facilitators Length 1 hour Dates Monday, October 28 @ 10AM Wednesday, October 30 @ 4PM Webinar Info Conference Line: 1-800-311-9401 Passcode: 83762 Webinar URL: https://connect.johnshopkins.edu/suspcohort4/ Target Audience SUSP Facilitators: SUSP Team Lead and/or Data Lead, HSOPS Survey Coordinators, & Coordinating Entities Objectives After this module, SUSP Facilitators should be able to: Tools Deliverables SUSP Registration Fast Facts Coming in two weeks Identify the roles and responsibilities of SUSP facilitators Explain the SUSP portal registration process Describe the HSOPS administration and SSI data transfer processes SUSP SSI Data Fast Facts SUSP HSOPS Fast Facts Complete the SSI Data Fast Facts checklist and download your hospitals’ SSI report for the month of October Complete the SUSP HSOPS Fast Facts checklist and bring a copy of your HSOPS report to the January 13th call Give your frontline staff the vision to see system-level defects, and the voice to create a local SSI prevention bundle they can own. Module 1: Train Everyone on the Science of Safety & Identifying Defects Length 1 hour Dates Monday, November 11 @ 10AM Wednesday, November 13 @ 4PM Webinar Info Conference Line: 1-800-311-9401 Passcode: 83762 Webinar URL: https://connect.johnshopkins.edu/suspcohort4/ Target Audience SUSP Teams and Coordinating Entities Objectives After this module, SUSP Teams should be able to: Educate frontline staff and executive partner on the science of safety Administer the PSSA and collate staff responses Locate SUSP resources on the project website Science of Safety Video Tools Science of Safety Factsheet Perioperative Staff Safety Assessment (PSSA) Deliverables Report out top 3 PSSA responses on a coaching call Coming next month SUSP Team + Senior executive = Win-Win. We’ll tell you how to help your exec roll up his or her sleeves and jump into SUSP work. 4 Module 2: Engage Senior Executives in SSI Prevention Work Length 1 hour Dates Monday, December 9 @ 10AM Wednesday, December 11 @ 4PM Webinar Info Conference Line: 1-800-311-9401 Passcode: 83762 Webinar URL: https://connect.johnshopkins.edu/suspcohort4/ Target Audience SUSP Teams and Coordinating Entities Objectives After this module, SUSP Teams should be able to: Tools Identify three reasons why your SUSP work is important to your executive and your organization as a whole Identify three differences between executive participation in SCIP and the role of the executive on the SUSP team Develop and use successful strategies for engaging your executive in SUSP work Executive Safety Rounds Kickoff Template Safety Issues Worksheet for Senior Executive Partnership Deliverables Coming next month Data can’t become action until it’s been debriefed. Learn how next month! Schedule your Executive Safety Rounds Kickoff Meeting Identify your organization’s strategic goals and have a conversation with your senior executive about how SUSP supports them Module 3: Turning Data into Action: Using HSOPS and SSI data as part of meaningful change Length 1 hour Dates Monday, January 13 @ 10AM Wednesday, January 15 @ 4PM Webinar Info Conference Line: 1-800-311-9401 Passcode: 83762 Webinar URL: https://connect.johnshopkins.edu/suspcohort4/ Target Audience SUSP Teams and Coordinating Entities Objectives After this module, SUSP Teams should be able to: Tools Interpret SUSP safety culture and SSI data Conduct a Culture Debriefing session with your frontline staff Present your perioperative area’s SSI rates and HSOPS results during Executive Safety Round Kickoff Meeting Locate SUSP resources on the project website Culture Debriefing Tool Training Manual: Generate SSI Reports Deliverables Coming next month You’re ready to create your local SSI prevention bundle. We’ll tell you how! Complete the Culture Debriefing Tool with your frontline staff 5 STOP: SUSP READINESS BRIDGE # 1 Check: o o o o o Are your frontline SUSP team members aware of the SUSP project? Have you completed a safety culture survey (e.g. HSOPS) and debriefed your frontline SUSP team members? Has your staff received the Science of Safety Training? Have you collated Perioperative Staff Safety Assessment responses from your staff? Have you held your Executive Safety Rounds Kickoff meeting? Module 4: Build your SSI Prevention Bundle Length 1 hour Dates Monday, February 10 @ 10AM Wednesday, February 12 @ 4PM Webinar Info Conference Line: 1-800-311-9401 Passcode: 83762 Webinar URL: https://connect.johnshopkins.edu/suspcohort4/ Target Audience SUSP Teams and Coordinating Entities Objectives After this module, SUSP Teams should be able to: Use surgical care audit tools to gather data on the defects your staff identified in the PSSA Create a performance goal for your team Develop a feasible SSI Prevention Bundle that addresses up to three surgical care processes your team can improve Describe how to proceed with improvements that don’t have a strong evidence base Locate SUSP resources on the project website Surgical Care Audit Tools Surgical Care Fast Facts Sheets Tools Deliverables Coming next month Every SSI is a learning opportunity. Adapt a tool to help your team eliminate preventable harm. Develop and share the elements of your SSI Prevention Bundle during a coaching call 6 Module 5: Perform an SSI Investigation Length 1 hour Dates Monday, March 10 @ 10AM Wednesday, March 12 @ 4PM Webinar Info Conference Line: 1-800-311-9401 Passcode: 83762 Webinar URL: https://connect.johnshopkins.edu/suspcohort4/ Target Audience SUSP Teams and Coordinating Entities Objectives After this module, SUSP Teams should be able to: Distinguish between process and outcome data Describe how the SSI Investigation Tool can guide improvement work even when SSI rates are low Adapt an SSI Investigation Tool to reflect the care processes in your SSI Prevention Bundle SSI Investigation Tool Tools Deliverables Coming next month Complete an SSI investigation of your most recent SSIs Believe it or not, bundle development was the easy part. We’ll help you ensure that every patient receives your well-developed intervention. STOP: SUSP READINESS BRIDGE # 2 Check: o o o Have you used auditing tools to develop an SSI Prevention Bundle? Have you created a tailored SSI Investigation Tool to help your team “learn from defects”? Have you reviewed your SSI data and made a plan to do so on a regular basis? 7