key: cord-0711394-4guagwug authors: Chartier, Lucas B.; Masood, Sameer; Choi, Joseph; McGovern, Barb; Casey, Stephen; Friedman, Steven Marc; Porplycia, Danielle; Tosoni, Sarah; Sabbah, Sam title: A blueprint for building an emergency department quality improvement and patient safety committee date: 2022-02-02 journal: CJEM DOI: 10.1007/s43678-021-00252-2 sha: ea3d4121addacc786191056a724fe7eaf6b478cb doc_id: 711394 cord_uid: 4guagwug The field of quality improvement and patient safety (QIPS) has matured significantly in emergency medicine over the past decade. From standalone, strategically misaligned, and incoherently designed QIPS projects years ago, emergency department (ED) leaders have now recognized that developing a more robust QIPS infrastructure helps prioritize and organize projects for a greater likelihood of success and impact for patients and the system. This process includes the development of a well-defined, accountable, and supported departmental QIPS committee. This can be achieved effectively using a deliberate and structured approach, such as the one described by Harvard Business School Professor John Kotter in his seminal work, “Leading Change.” Herein, we present a blueprint using this framework and include practical examples from our experience developing a robust and successful ED QIPS committee and infrastructure. The steps include how to develop a “burning platform,” select a guiding coalition of leaders, develop a strategic vision and initiatives, recruit a volunteer army of members, enable actions for the committee, generate short-term successes, sustain the pace of change, and, finally, enable the infrastructure to support ongoing improvements. This road map can be replicated by ED teams of variable sizes and settings to structure, prioritize, and operationalize their QIPS activities and ultimately improve the outcomes of their patients. SUPPLEMENTARY INFORMATION: The online version contains supplementary material available at 10.1007/s43678-021-00252-2. Since the publication of the Institute of Medicine's seminal reports on quality and safety two decades ago, there has been significant growth in the operational and academic fields of quality improvement and patient safety (QIPS) [1, 2] . Yet, despite these advances, there remains a pressing need to improve the structure of our QIPS activities to produce measurable improvements in processes and care [3, 4] . This need has been exacerbated by the chronic lack of system capacity, the mounting burden of health care worker burnout and disengagement, and various acute crises (e.g., the COVID-19 pandemic) [5] [6] [7] [8] [9] [10] . While there are now more educational offerings on the topics of QIPS and how to conduct local improvement projects, there is still a paucity of resources on how to build capacity and structure these activities at the departmental level [11] . Having thoughtfully purposed departmental QIPS committees can be an effective way to structure improvement activities to ensure that they are cohesive and align strategically with the mission of the organization. These committees, if created, may also increase front-line providers' professional engagement. However, they must be developed deliberately and organized intentionally for optimal impact and success. The University Health Network is a tertiary care academic medical centre in Toronto with two emergency departments (EDs) that combined have more than 125,000 annual patient visits, with a growth rate of approximately 6% per year. The EDs are staffed by 85 physicians, four physician assistants, four nurse practitioners, over 200 registered nurses, and more than 50 allied health providers and support staff, as well as trainees for all health professions. Seven years ago, we set out to revamp our QIPS committee in an effort to have a measurable impact on patient experiences and outcomes. Our committee now has more than 50 interprofessional members (a dozen of whom have pursued formal training in QIPS), and we have achieved significant growth in engagement (e.g., patient focus groups driving project directions, contribution to governmental taskforces), grant funding (over $500,000 for QIPS initiatives), and academic dissemination (over 100 abstracts and 100 invited presentations, numerous social media articles read over 50,000 times in total). Over 30 quality and safety initiatives led by our QIPS committee members have been published, and Table 1 presents a selection of them with important lessons learned from each. They have ranged from improved patient care (e.g., faster diagnosis of acute myocardial infarction, more reliable collection of blood cultures, earlier provision of analgesia) and satisfaction (e.g., communication and education-oriented initiatives) to operational efficiency (e.g., optimized bed utilization and patient flow) [3, 4, [12] [13] [14] [15] [16] . Developing our QIPS committee has provided an opportunity to engage, support, and develop both leaders and staff in defining and implementing QIPS improvements on the front lines, where they have the greatest impact. This experience, driven and influenced by our collective professional experiences, has helped us crystalize our approach in a way that can now be shared as a blueprint for departments of various sizes and settings that are interested in better structuring their QIPS activities. Given the numerous steps required and hurdles faced when developing a new committee-from team engagement, resource acquisition, and program organization-a structured approach is essential. An excellent approach is the Leading Change model developed by Harvard Business School Professor John Kotter [17] , because it is sequential and additive, it aligns well with QIPS endeavours, and it is the most commonly used change management model in healthcare [18] . Figure 1 shows the eight chronological steps The phrase "Never let a good crisis go to waste," attributed to former White House chief of staff Rahm Emanuel, among others [19] , perhaps most appropriately frames the mindset required to spark the creation of a QIPS committee. To build a "burning platform" demonstrating to stakeholders that the status quo is an untenable solution and that a future state is both necessary and attainable, a number of principles must be considered. First, identify quality and safety issues that not only resonate with the local team (i.e., those who will drive the change) but also align with the organization's broader strategic goals (which will help secure resources and create broader impact) by engaging with relevant hospital leaders. Second, demonstrate the magnitude and importance of these issues, through both data and narrative stories, to appeal to people's intellect and emotions. And, finally, illustrate why the status quo is more problematic than change is, framing the journey in a solution-oriented and proactive way while ensuring that the destination is both attainable and meaningfully better. While there is no perfect indicator that the platform is burning "enough", a useful sign consists of witnessing an increasingly large number of ED team members incorporating the platform's themes in their own thinking and discussions. Concurrent to articulating the urgency and building the value proposition, it is crucial to recruit driven, diverse, respected, and knowledgeable individuals to lead the QIPS committee [20] . These people should share a common purpose and possess the influence needed to make the change efforts achievable [21] . Important stakeholders include individuals from various professions who have relevant roles and responsibilities. Table 2 presents these individuals with some of the qualifications they may have and the roles they may play, and the CAEP 2018 Symposium paper focusing on QIPS describes possible models adopted and the level of technical proficiency required in the team [11] . We believe that a dyad model of physician-nurse co-leadership (i.e., inter-professionally diverse) for the QIPS committee results in greater situational awareness and buy-in from the broader team. These co-chairs are typically charged with leading the remaining steps, supported closely by their guiding coalition. The co-chairs should be attributed both title and support, as feasible, to ensure their meaningful contribution, protected bandwidth, and legitimacy. Once the QIPS committee's leadership has been established, a compelling vision is required to ensure that the "future state" represents a meaningful and specific improvement. While large interprofessional visioning exercises add value, our experience is that they tend to be even more useful after some element of buy-in and early successes have already been achieved to orient members to the opportunity at hand. Vision and mission statements should be developed by and refined with the core QIPS committee's constituency, which may help ensure that committee objectives subsequently developed are as SMART (specific, measurable, actionable, realistic, and time-defined) as possible, much like in QIPS projects themselves [22] . As shown in Table 3 , numerous elements should be considered to increase the likelihood that the vision is accomplished. The members of the QIPS committee are those who will fulfill its vision, so their recruitment and engagement are the next priorities. •Crucial to ensuring the engagement and buy-in of the ED's interprofessional team •Necessary to ensure the alignment of the project with organizational priorities and the commitment of funds and resources (including limited but essential administrative support), and this must be explicitly emphasized as an important contribution QIPS coordinator •Helpful in supporting the work from an administrative and data management point of view •Position can be shared across research and other academic portfolios (e.g., a research coordinator providing one-day-a-week support to QIPS activities) of contributors will vary in each centre based on ED size and competing activities, but the key element is to enlist the support of those most dedicated and enthusiastic to effect change in their setting. Their identification can be facilitated by a stakeholder analysis exercise [25] . The recruitment of these players can be accomplished through a multi-modal approach via targeted discussions with promising individuals, announcements at departmental huddles, and more generic email communications. The following approaches can be used to recruit QIPS committee members and keep them engaged: • Organize recurring meetings to increase the visibility of the work being done and attract new QIPS committee members. Ensuring that departmental leadership attends these meetings will demonstrate the importance of the work and keep current members encouraged and motivated. Ensuring that employees are protected from other duties to attend and compensating physicians' time (e.g., from admin or group funding pools) for attendance will also increase participation. Figure 2 (in supplementary materials) shows a sample agenda (with topics and descriptions) for a typical 90-min QIPS committee quarterly meeting. • Encourage would-be members to contribute to initiatives that appeal to them (i.e., create projects from the ground up, rather than with a top-down approach), perhaps initially only so they can gain experience and confidence. • Encourage and support baseline QIPS professional development for all members of the department. This will serve to: (1) enlist interested individuals to join the QIPS committee; (2) empower members with newfound skill sets and confidence to create positive change; and (3) ensure that the broader team understands the rationale for change [26] . • Select promising individuals for additional coaching and mentorship, including supporting them to pursue courses or certificates/degrees to increase their expertise [27] . Terms of reference Committing to vision and mission statements that resonate with the broader team, as well as to short-and long-term objectives that appeal to both the leadership and front-line workers, is crucial to ensuring buy-in. Table 5 (in supplementary materials) provides a template for terms of reference for a QIPS committee, focusing on the roles/responsibilities as well as the rules and medico-legal framework involved [23] Pillars or focus of work It is important to focus the work that the QIPS committee will perform to address local quality gaps while considering stakeholders' expertise and interests. This can range from broader themes (e.g., focusing on vulnerable populations) to more specific ideas (e.g., improving linkages with addiction services for patients with substance use disorder). A frequency-impact matrix can be used to help prioritize issues that are of most relevance to the team and patients [24] Operational budget When QIPS initiatives align with operational gaps and strategic priorities, and when departmental leadership is engaged, funds to support projects can be more easily found or supported through operational budgets (whether ED or hospital based). Additional and dedicated funds can be used to support time for contributors, costs for project evaluation (e.g., data analyst time), costs for dissemination (e.g., publication fees), or expenditures for activities that support the work of the committee members (e.g., a celebration event) Once the QIPS committee has been established, its leadership team drives the actual improvement work. Successful QIPS projects improve patient care, and those that also enhance provider satisfaction and reduce their frustrations are more often sustained [28] . If the perceived improvements to patient care and provider workflow are greater than the perceived efforts required to contribute to projects, providers will often want to be involved in or support QIPS projects [29] . The following are typical barriers that are encountered and their possible solutions: • Novice QIPS project leads can fail to appreciate how the risk of scope creep and the lack of broad stakeholder engagement can affect the likelihood of project success. As a general principle, if either the status quo or a system change benefits or compromises the authority or influence of a stakeholder, they need to be engaged early. The completion of a project charter at the outset of project development helps avoid these traps. Box 1 illustrates an easy-to-use template, which typically results in a project charter less than two pages in length but containing all the important information. Projects that fail to progress adequately according to the agreed upon deliverables and timelines should be assessed to determine whether greater attention or resources are needed; occasionally, these projects may need to be stopped, so that efforts and resources can be concentrated on higher yield pursuits. • Project leads can influence local processes, but they may need the collaboration of stakeholders outside their department to ensure interdepartmental success. Departmental leaders should use their connections and clout to create relevant networking opportunities. For leaders, supporting fewer projects more closely (thereby increasing their likelihood of completion and success) will often lead to a greater overall impact than attempting to encourage more projects in a superficial fashion (which may lead to more project failures). What title would be short enough to be remembered while encompassing important components of your project? What is the core quality issue that you are trying to improve, and what are the factors involved? Why is this an important problem to tackle, and what are the expected benefits? What are the goals and objectives of this project? What are the things (people, tasks, processes) that this project will and will not address? What are the outcome, process, and balancing measures that you are planning to assess? What are you going to be attempting or changing, if already known? Who is the point person accountable for the project's progress? Who are the other members? Who will do what? What resources will you require-human, financial, equipment, authorizations and permissions, etc.? When do you anticipate starting to work on this project, implementing it, and completing it? Intentionally supporting projects with higher potential impacts despite requiring relatively lower efforts (i.e., low-hanging fruit) can be a simple strategy for early success that new QIPS committees often forget. These early victories are crucial to generating positive momentum. Allowing front-line workers to choose specific projects they care about (e.g., those that have a positive impact on their workflow or the direct care they provide to patients) within the themes defined by the leadership team typically leads to greater success and sustainability. Conversely, having front-line workers work on their pet project that is misaligned with organizational priorities or having leaders impose projects that fail to excite and motivate the team are two approaches that often lead to disappointment and failure. Additional pitfalls to avoid in the selection of projects include choosing projects that necessitate significant infrastructure or workflow changes (including information technology) or that rely too much on external stakeholders for implementation (e.g., telling other professions or departments how to do their work is rarely well received, unless their involvement and engagement are significant). Relatedly, supporting only so many projects as those with QIPS expertise and bandwidth can support is key to avoid starting projects that cannot be completed. The exact number will be different based on the size and capacity of the team, but it is likely to be less than a handful in the early stages of most QIPS committees. Celebrating early successes loudly and widely is crucial to fostering camaraderie between team members and to building momentum for the QIPS committee. This can be achieved through recognizing projects, leaders, and teams at departmental huddles and meetings and by publicizing them through organization-wide corporate messages and emails. After achieving early successes, the QIPS committee can build even more momentum through capacity building and incentivization. The former can be achieved through ongoing mentorship and skill set development for team members. Ensuring that their professional development is synergistic with other reporting and professional structures (e.g., hospital and university appointments) is another important consideration. Incentivization can be offered through financial support (for projects or courses) and opportunities for career advancement (e.g., representing the department on a hospital-wide committee that aligns with their interests and project). Financial support can also be constructed through a local QIPS grant competition (e.g., to compensate individuals for time spent on data collection or analysis). Having QIPS presentations at departmental grand rounds is a helpful way to recognize and celebrate the efforts of the QIPS team, regardless of their specific output or success (given that valuable learnings can be gleaned for the organization even with failed projects). These presentations can also be tied to awards, which can serve to provide a financial reward, recognize achievements in QIPS formally, and support team members in career advancement. Encouraging teams to disseminate their work externally and to publish their projects and findings are also key ways to boost morale, build credibility, and advance members' career objectives. Hard-wiring lasting changes into the cultural framework of an organization is an important step in ensuring the sustainability of the QIPS committee as leaders transition. This is akin to the sustainability phase of QI projects [28] , but at the higher level of the system. This includes standardizing processes for the QIPS committee, such as making available the documents included in this paper and other QIPS resources and tools (e.g., process maps, Pareto charts, and driver diagrams). Establishing the QIPS committee's reporting structure for ongoing accountability and relevance is also needed to make its work sustainable. This can be achieved through the inclusion of the QIPS committee co-chairs in the departmental leadership structure, so they can ensure that there is bidirectional communication with the team about quality and safety concerns and initiatives. Other examples include the expectation that annual performance appraisal and activity reports will be sent to the departmental chief and operational director, who can ensure that priorities continue to be aligned. Over time, it is helpful to take stock of the QIPS committee's progress-both successes and failures-to adjust and re-align the work, focusing on both outcomes (i.e., what patients and providers experience) and processes (i.e., what committee leaders can influence more directly). In turn, this will fuel the cycle of continuous improvement. Nowadays, more than ever, it is important to remain attuned to the QIPS committee's bandwidth for this work and level of commitment, including and especially in terms of mental health, wellness, and burnout. Finally, there must be a growth and succession plan to ensure the QIPS committee's work continues as leaders and organizational priorities change. This can be enabled through professional and leadership skills development for promising committee members and with a defined term length for QIPS committee co-chairs. While advances in the field of quality and safety in health care have been numerous in recent years, it remains difficult for organizations to operationalize improvements in processes and outcomes at the departmental level. QIPS committees are an effective way to achieve this, especially if they are structured and empowered for success. The Leading Change framework can be applied sequentially and deliberately, as presented here in a blueprint with specific examples and tools. Importantly, departments of various sizes and types of settings can use this road map to ensure that QIPS activities are structured in ways that are most likely to lead to patient care improvements. The online version contains supplementary material available at https:// doi. org/ 10. 1007/ s43678-021-00252-2. 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Quality Improvement and Patient Safety Quality improvement primer part 3: evaluating and sustaining a quality improvement project in the emergency department Highly Adoptable Improvement Model The authors wish to thank the physicians, nurses, trainees, nurse practitioners, physician assistants, allied health, clerical staff, and other contributors who have been committed for years to improving the quality and safety of care of the patients we serve in our community. Special thanks go to Dr. Anil Chopra, whose vision enabled the transformation and positive impacts described in this manuscript. And final thanks go to Tayler Lee Young for creating the Figure 1 infographics, as well as Carol Hilton for her comments on the manuscript. The lead author (LBC) conceptualized the design of the manuscript, which was revised and edited by all authors. All authors contributed to the development, operations, evaluation, and/or sustainability of the QIPS committee described herein. The lead author (LBC) wrote the first draft of the manuscript, which was reviewed critically and improved by all authors, who all approved the final version. All authors agree to be accountable for all aspects of the work.Funding There are no funding sources. The authors declare that they have no conflict of interest.