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Paper 1c - NHS Ayrshire and Arran.

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<strong>Paper</strong> <strong>1c</strong><br />

Name of Meeting<br />

Continuous Clinical Improvement Board (CCIB)<br />

Date of Meeting Tuesday 02 October 2012<br />

Place of Meeting<br />

Author(s)<br />

Topic<br />

Room 7, McDonald Education Centre, Ayr Hospital<br />

Professor Craig White, Assistant Director, Executive Medical<br />

Directorate<br />

SAER Lead Reviewer Training - Action Learning Proposal<br />

Situation 1.0 The refreshed roles <strong>and</strong> responsibilities to implement the new<br />

SAER system will require that training <strong>and</strong> awareness raising<br />

initiatives <strong>and</strong> progressed.<br />

Background 2.0 CCIB development events in the past have identified the benefits of<br />

shared learning <strong>and</strong> development work focused on key<br />

organisational priorities.<br />

Assessment 3.0 Review of the prior experiences of CCIB development <strong>and</strong> areas<br />

influencing the effectiveness of the SAER Lead Reviewer role have<br />

been identified as:<br />

• Organisational history <strong>and</strong> culture<br />

• Scrutiny, Governance <strong>and</strong> Assurance<br />

• System thinking <strong>and</strong> human factors<br />

• Relationship, communications <strong>and</strong> emotions<br />

• The process<br />

• Root cause analysis<br />

• Learning <strong>and</strong> Improvement<br />

A draft proposal for action learning has been developed in<br />

discussion with the OD Lead, Assistant Directors (Executive<br />

Medical <strong>and</strong> Nurse Directorate), Associate Nurse Director (Primary<br />

Care) <strong>and</strong> Clinical Improvement Lead.<br />

Recommendations 4.0<br />

Consider <strong>and</strong> approve a proposal for SAER Lead Reviewer Training<br />

(Annex 1). This proposal is based on action learning principles <strong>and</strong><br />

would be facilitated by the OD Lead.<br />

4.1 Agree an approach to ensuring that this is arranged to maximise<br />

attendance.


SAER LEAD REVIEWER TRAINING<br />

Annex 1<br />

Attendance: CCIB, Jenny Copel<strong>and</strong>, Lorna Kenmuir<br />

Pre-work<br />

• Read the policies <strong>and</strong> papers in order to have a detailed working knowledge at the event<br />

Session purpose:<br />

• To explore how we as an organisation need to be in order to create a safe, supportive, caring <strong>and</strong> learning organisation<br />

• To explore in detail all aspects of managing SAERs in order to have a common approach to leaning <strong>and</strong> improvement<br />

• To enhance the content for the ongoing training of Line <strong>and</strong> duty managers<br />

Event duration: 1 day<br />

Session duration: 45 mins<br />

Each session to be designed to include / be:<br />

• Evidence based knowledge <strong>and</strong> practice<br />

• Exploration of behaviours <strong>and</strong> tone<br />

• Reference to process<br />

• Continuous learning <strong>and</strong> improvements<br />

• Interactive <strong>and</strong> enjoyable<br />

Actions:<br />

Obtain agreement for training proposal: CW – BM; DM – F McQ; JC – PL<br />

Identify suitable date: Chris Rodden<br />

Book venue: ACH: Chris Rodden<br />

Brief delegates: Chris to issue outline <strong>and</strong> Jenny Copel<strong>and</strong> to discuss at CCIB


SAER LEAD REVIEWER TRAINING<br />

Time Topic Content Duration Props Who<br />

1. 09.00 – 09.15 Welcome <strong>and</strong> Delegates arrive registration is conducted<br />

registration<br />

1.1 09.15 – 09.30 Clinical • Bob , Fiona <strong>and</strong> Carol to welcome <strong>and</strong> set<br />

5 mins Exec<br />

welcome<br />

objectives<br />

1 09.30 – 10.15 History <strong>and</strong><br />

culture:<br />

2 10.15 – 11.00 Scrutiny,<br />

Governance<br />

<strong>and</strong><br />

Assurance:<br />

11.00 – 11.15 Break<br />

3 11.15 – 12.00 System<br />

thinking <strong>and</strong><br />

Human factors<br />

Provide an exploration of the context, history <strong>and</strong><br />

culture of <strong>NHS</strong> Scotl<strong>and</strong> with particular reference to<br />

<strong>NHS</strong> <strong>Ayrshire</strong> <strong>and</strong> <strong>Arran</strong><br />

Explore both the system <strong>and</strong> human aspects of the<br />

SAER culture <strong>and</strong> how culture change is achieved in<br />

complex systems<br />

Provide an exploration of the organisations Scrutiny,<br />

Governance <strong>and</strong> Assurance requirements in respect of<br />

SAERs.<br />

Clarify the responsibilities <strong>and</strong> exposure<br />

organisationally, professionally <strong>and</strong> personally<br />

Describe complex adaptive systems <strong>and</strong> the<br />

relationship with human factors that contribute to<br />

SAERs.<br />

45 Mary<br />

McGinn<br />

John<br />

Taylor<br />

Derek<br />

Barron<br />

Grant<br />

McHattie<br />

Ann Gow<br />

Diane<br />

Murray<br />

4 12.00 – 12.45 Relationships,<br />

communicatio<br />

ns <strong>and</strong><br />

emotions<br />

Highlight the key considerations both process <strong>and</strong><br />

human<br />

Explore <strong>and</strong> present the impact <strong>and</strong> effect of<br />

involvement in SAERs for patients, families, staff <strong>and</strong><br />

ourselves <strong>and</strong> how to best minimise risk <strong>and</strong> potential<br />

damage.<br />

Crawford<br />

McGuffie<br />

Craig<br />

White


SAER LEAD REVIEWER TRAINING<br />

12.45 – 13.15 Lunch<br />

5 13.15 – 14.00 The process Present the elements of the process making linkages to<br />

the system highlighting the key points that may require<br />

increased vigilance<br />

6 14.00 – 14.45 Root cause<br />

analysis<br />

7 14.45 – 15.30 Learning <strong>and</strong><br />

improvement<br />

Provide an overview of the 6 steps of the RCA process<br />

describing key tools <strong>and</strong> techniques.<br />

Establish the groups’ current confidence <strong>and</strong><br />

competence <strong>and</strong> explore the need for further training /<br />

support.<br />

Explore how we learn from SAERs <strong>and</strong> how we know<br />

that the derived learning is embedded resulting in<br />

improvement.<br />

How can we demonstrate / measure that it is<br />

embedded <strong>and</strong> delivering the expected improvement<br />

<strong>and</strong> how can / do we identify when it isn’t.<br />

8 15.30 – 16.15 Help? Given the days inputs <strong>and</strong> explorations how well<br />

informed <strong>and</strong> clear are the team in order to go forth to<br />

deliver a consistent SAER process.<br />

Clarify the elements of the training that will be delivered<br />

to the line <strong>and</strong> duty managers.<br />

Post event action learning sets to be arranged for ongoing peer support<br />

Michele<br />

Caldwell<br />

Angel<br />

O’Neil<br />

Ken<br />

Ferguson<br />

Andrew<br />

Moore<br />

Mark<br />

McGregor<br />

Billy<br />

McClean<br />

Phil<br />

Korsah<br />

Andrew<br />

Murray<br />

Janet<br />

McKay

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