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PRIMARY RESEARCH | 1<br />

<strong>CST</strong> TRANSFORMATIONAL<br />

LEARNING<br />

Brand identity and user journey experience<br />

EMILY CARR UNIVERSITY HEALTH DESIGN LAB • 2016–2017<br />

A joint initiative of: Vancouver Coastal Health, the Provincial Health<br />

Services Authority, and Providence Health Care


HEALTH DESIGN LAB<br />

FACULTY AND STAFF<br />

Caylee Raber: Director, Health Design Lab<br />

Jacqueline Kler: Operations Coordinator<br />

RESEARCH ASSISTANTS<br />

Jordan Tate: Communication Design<br />

Sisi Zhou: Communication Design<br />

<strong>CST</strong> TRANSFORMATIONAL LEARNING<br />

STEERING TEAM<br />

Diana Trifonova: Transformational Learning Lead<br />

Andrew Dunn: eLearning Lead<br />

Davina Gallagher: Transformational Learning Consultant<br />

© HEALTH DESIGN LAB 2016


CONTENTS<br />

4 PROJECT OVERVIEW<br />

The <strong>CST</strong> Project . 5<br />

Transformational Learning Team . 5<br />

6 PRIMARY RESEARCH<br />

Co-Creations . 7<br />

Telephone Focus Group . 8<br />

14 BRANDING<br />

Logo . 15<br />

Color Scheme . 18<br />

Icons . 20<br />

Graphic Elements . 21<br />

Typography . 21<br />

22 DELIVERABLES<br />

User Journeys . 23<br />

Templates . 24<br />

Summary of Deliverables . 25


PROJECT OVERVIEW<br />

THE <strong>CST</strong> PROJECT<br />

TRANSFORMATIONAL LEARNING TEAM


PROJECT OVERVIEW | 5<br />

THE <strong>CST</strong> PROJECT<br />

The Clinical and Systems Transformation (<strong>CST</strong>)<br />

project is a joint initiative between Vancouver<br />

Coastal Health, Provincial Health Services<br />

Authority, and Providence Health Care. As one<br />

of the biggest undertakings in British Columbia’s<br />

healthcare history, <strong>CST</strong> aims to transform clinical<br />

practices and improve patient care by standardizing<br />

clinical processes and introducing an electronic<br />

health record.<br />

Since its inception, the <strong>CST</strong> project has gone<br />

through a major transformation of its own, resulting<br />

in the introduction of new leadership and<br />

partnerships. These changes have made it necessary<br />

to “re-launch” the <strong>CST</strong> project in recent months,<br />

so as to renew stakeholders’ confidence and<br />

engagement in the project.<br />

One of the key aspects of this “re-launch” is the<br />

creation of effective and timely communications,<br />

which can improve people’s understanding of <strong>CST</strong><br />

and leave a positive impression of the project on<br />

healthcare staff and the general public.<br />

TRANSFORMATIONAL LEARNING TEAM<br />

The <strong>CST</strong> project will result in major changes to the<br />

way that healthcare providers currently work, and<br />

it is therefore essential that all 35,000+ staff receive<br />

comprehensive education and training. This is<br />

the challenge faced by the <strong>CST</strong> Transformational<br />

Learning team.<br />

To aid them in this endeavour, two student<br />

research assistants from the Emily Carr Health<br />

Design Lab (supported by Director Caylee Raber)<br />

joined the Learning team in July of 2016, in order<br />

to design a range of visual materials for educational<br />

and communication purposes. In particular, the<br />

students focused on two main deliverables:<br />

1. Branding—creating a brand identity for the<br />

Transformational Learning team that is distinct<br />

from the overall <strong>CST</strong> brand but still<br />

maintains a visual connection. Deliverables<br />

include a logo, icons, and branded templates.<br />

2. User Learning Journeys—visually summarizing<br />

the learning activities that healthcare providers<br />

will engage in throughout the <strong>CST</strong> transition.<br />

Deliverables include brochures and posters.<br />

The following sections describe the students’<br />

design process, from conducting primary research<br />

to producing final deliverables.


PRIMARY RESEARCH<br />

CO-CREATION WORKSHOPS<br />

PHONE INTERVIEWS


PRIMARY RESEARCH | 7<br />

SUMMARY<br />

The Health Design Lab utilized human-centered<br />

research methods in order to better understand<br />

both the <strong>CST</strong> Transformational Learning team<br />

and its target user groups. Through these methods,<br />

we gained great insight into the core values that<br />

define <strong>CST</strong> Learning, as well as the needs, concerns,<br />

and barriers that different users may<br />

experience during their learning journeys.<br />

Our primary research methodology included two<br />

co-creation sessions and a telephone focus group.<br />

The following sections describe each process in<br />

greater detail.<br />

BRANDING WORKSHOP<br />

Location: Vancouver (<strong>CST</strong> Offices)<br />

Research method: Co-creation<br />

Participants: <strong>CST</strong> staff members<br />

Number of participants: 14<br />

In August 2016, Emily Carr research<br />

assistants conducted a co-creation session<br />

with 14 participants from the <strong>CST</strong> team. The<br />

two-hour session included an icebreaker,<br />

followed by three group activities, which<br />

focused on identifying the core values and<br />

aesthetics that best represent <strong>CST</strong> Learning.<br />

The co-creation began with an ice-breaker activity,<br />

in which participants were given a large array<br />

of photos and asked to select one image that best<br />

represented them. The participants were well<br />

acquainted with one another, but this activity<br />

allowed them to gain even more insight into each<br />

other’s personalities. The icebreaker also served a<br />

secondary function of “priming” participants for<br />

the following activity, which also involved selecting<br />

photos for representational purposes.<br />

In the second activity, participants were divided<br />

into groups and given a number of cards, each of<br />

which featured a different value (eg. “supportive”,<br />

“adaptive”, “comprehensive”, etc.). Each group was<br />

asked to select the values that best represent <strong>CST</strong><br />

Transformational Learning, or to write their own<br />

if their choice had not been provided. Once they<br />

had chosen the values, groups were instructed to<br />

represent each value with a photo from the array<br />

of photos presented in the icebreaker activity. The<br />

activity concluded with a discussion, in which each<br />

group shared its selections.<br />

The third activity required groups to write a<br />

newspaper headline about the <strong>CST</strong> project. This<br />

involved asking them to think about how they<br />

would like <strong>CST</strong> to be portrayed in the public/media.<br />

Groups were provided with a one-page mockup of<br />

a Vancouver Sun newspaper and instructed to write<br />

their headlines on the page. Groups then shared<br />

their headlines during a brief discussion.<br />

In the final activity, the aim was to identify which<br />

types of icons would be most appropriate for the<br />

user groups and learning modes involved in the<br />

<strong>CST</strong> project. The Emily Carr researchers prepared<br />

several sample icons for each category, which varied<br />

in terms of both content and visual style. Groups<br />

were instructed to glue or tape their preferred<br />

icon(s) for each category onto a blank template. To<br />

conclude, groups were asked to talk about a few of<br />

their favorite icons and/or visual styles.


USER JOURNEY WORKSHOP<br />

Location: Vancouver (<strong>CST</strong> Offices)<br />

Research method: Co-creation<br />

Participants: <strong>CST</strong> staff & Learning Advisory Group<br />

Number of participants: 12<br />

A few weeks after the Branding Workshop,<br />

members of the <strong>CST</strong> Transformational<br />

Learning team and Learning Advisory Group<br />

were invited to another two-hour session<br />

aimed at better understanding the learning<br />

journeys of the nine <strong>CST</strong> target user groups.<br />

The session began with an icebreaker activity,<br />

where participants introduced themselves by<br />

stating their current job, followed by their “dream<br />

job” (i.e. what job they would like to do instead, in<br />

an ideal world). This was a fun way for everyone<br />

to be acquainted, but also guided participants into<br />

the mind-frame of imagining themselves in others’<br />

roles, which was a key element of the workshop.<br />

The Emily Carr researchers had prepared one<br />

persona for each target user group, which consisted<br />

of a short paragraph about the user and a<br />

photo. Participants in the workshop each volunteered<br />

for a persona based on their professional<br />

expertise and knowledge. In most cases, there were<br />

two participants for each persona/user group.<br />

In the second activity, once participants had<br />

assumed their roles, they were asked to think about<br />

the questions, concerns, needs, motivations, and<br />

obstacles that they would have at each stage of the<br />

<strong>CST</strong> learning journey. These stages consisted of:<br />

1. Awareness and registration<br />

2. Attending class<br />

3. Practicing (what was learned in class)<br />

4. Apply skills/Go-Live<br />

5. Continued learning (on the job)<br />

Participants wrote down their responses on colorcoded<br />

sticky notes, which were then posted onto<br />

the wall. Short discussions were conducted after<br />

each learning stage, where participants shared what<br />

they considered to be the most pertinent issues for<br />

their user group.<br />

For the purposes of time, the last two stages of<br />

the learning journey were consolidated into one.<br />

Additionally, due to the absence of some participants,<br />

no data was gathered for two user groups<br />

(Students and Academic Institutions).<br />

Following this activity, participants were handed<br />

blank comic book-style storyboards. Since there<br />

were two participants for each user group, one was<br />

asked to draw an ideal learning journey for that<br />

user, while the other participant drew the worst<br />

possible learning journey. In instances where there<br />

was only one participant assigned to the user group,<br />

participants were asked to draw the worst learning<br />

journey. At the end of the activity, participants<br />

shared their illustrations.<br />

TELEPHONE FOCUS GROUP<br />

Location: Emily Carr University<br />

Research method: Focus group<br />

Participants: Health education directors<br />

Number of participants: 4<br />

Due to the lack of data for Students and<br />

Academic Institutions, Emily Carr researchers<br />

conducted a follow-up “mini workshop” over<br />

the phone with several <strong>CST</strong> affliates, who<br />

have backgrounds in student education.<br />

In this session, participants and researchers all<br />

phoned in for a teleconference. After a quick<br />

introduction, participants assumed the role of a<br />

medical student and were guided through the same<br />

procedures as Activity 2 from the User Journey<br />

Workshop. Answers were given verbally rather<br />

than written down on sticky notes. The entire<br />

process was then repeated, as participants assumed<br />

the role of an academic institution.


PRIMARY RESEARCH | 9<br />

BRANDING WORKSHOP<br />

Participants sort through photos to find the ones that best<br />

represent their chosen brand values.


BRANDING WORKSHOP<br />

Participants look through sample icons and select the ones<br />

they consider most suitable.<br />

BRANDING WORKSHOP<br />

A closeup of the materials used in the co-creation activities.


PRIMARY RESEARCH | 11<br />

USER JOURNEY WORKSHOP<br />

A storyboard illustration depicting the ideal learning journey<br />

for a non-clinical support staff member.


USER JOURNEY WORKSHOP<br />

Questions, concerns, and suggestions provided by<br />

participants while assuming the persona of a target user.


BRANDING<br />

LOGO<br />

COLOR SCHEMES<br />

ICONS<br />

GRAPHIC ELEMENTS


BRANDING | 15<br />

LOGO<br />

When designing the logo, we sought to create a<br />

new, fresh identity for the <strong>CST</strong> Transformational<br />

Learning team, while also retaining ties to the<br />

larger <strong>CST</strong> brand. At the same time, we also considered<br />

the key brand values that were proposed<br />

by participants in the Branding Workshop. These<br />

included: supportive, adaptable, comprehensive,<br />

proactive, and efficient.<br />

The final logo is easily recognizable as a tree, which<br />

is frequently used as a symbol of knowledge, transformation,<br />

and longevity. It therefore serves as<br />

an ideal metaphor for the Learning team, whose<br />

purpose is to provide health professionals with<br />

knowledge throughout the <strong>CST</strong> transition, as well<br />

as to facilitate long-term, ongoing learning.<br />

The tree is comprised of four leaves, which represent<br />

the four components of the Learning team’s<br />

Blended Learning Model. The leaf shape is very<br />

similar to that of the <strong>CST</strong> logo, which helps<br />

viewers connect the <strong>CST</strong> brand with the <strong>CST</strong><br />

Transformational Learning sub-brand. Lastly,<br />

within each leaf is a directional arrow, which suggests<br />

adaptability and progress.<br />

LOGO FILE FORMATS<br />

The brand logos have been provided in different<br />

file formats. The following are guidelines outlining<br />

when each format should be used.<br />

PNG<br />

These files can be inserted into Microsoft programs<br />

or uploaded onto websites. They are raster files and<br />

should not be enlarged, as this will result in loss<br />

of quality and a pixelated appearance. They can,<br />

however, be scaled down to smaller sizes.<br />

JPEG<br />

JPEG files are similar to PNGs, but they do not<br />

support transparency. They should only be used<br />

if the PNG files are unsuitable. Like PNGs, they<br />

cannot be enlarged.<br />

EPS<br />

These are vector files that can be scaled up or down<br />

to any size without compromising image quality.<br />

They should be used for all high-resolution print<br />

materials, and are the file format of choice for<br />

graphic designers.


LOGO VARIATIONS<br />

FULL COLOR<br />

As much as possible, the logo should appear in full<br />

color against a white background.<br />

GR AYSCALE<br />

This grayscale version of the logo should be used in<br />

instances where color printing is not available.<br />

NO TEXT<br />

In instances where there is limited space, these<br />

text-less logos may be used instead.


BRANDING | 17<br />

LOGO USAGE<br />

<strong>CST</strong> SUB-BRAND<br />

Branded documents, graphics, and other materials<br />

should always display the Transformational<br />

Learning logo along with the <strong>CST</strong> logo and the<br />

names (or logos) of affiliate partners. However,<br />

the position of the sub-brand logo in relation to<br />

the <strong>CST</strong> logo can vary depending on the design.<br />

Guidelines on using the <strong>CST</strong> logo can be found in<br />

the <strong>CST</strong> Brand Standards guide.<br />

SPACING<br />

There should always be sufficient clear space<br />

around the logo. The minimum amount<br />

of clear space is equal to the height of the<br />

“Transformational Learning” type stack, as<br />

shown below.<br />

UNACCEPTABLE USES<br />

The logo must not be modified in any way,<br />

whether it be the colours, typeface, or ratio of<br />

height to width. Likewise, the placement of the<br />

“Transformational Learning” name in relation to<br />

the tree symbol should not be altered.<br />

For maximum legibility, the logo should be used<br />

against a white or light neutral background. Do not<br />

use the logo on colorful or patterned backgrounds.<br />

Below are examples of incorrect logo usage.<br />

X<br />

X<br />

X<br />

X<br />

TRANSFORMATIONAL<br />

LEARNING<br />

X<br />

X<br />

X<br />

X


COLORS<br />

PRIMARY COLOR SCHEME<br />

CMYK<br />

0, 45, 75, 10<br />

RGB<br />

225, 144, 76<br />

HTML<br />

#e1904c<br />

CMYK<br />

64, 0, 20, 10<br />

RGB<br />

62, 178, 190<br />

HTML<br />

#3eb2be<br />

CMYK<br />

30, 0, 95, 0<br />

RGB<br />

190, 215, 60<br />

HTML<br />

#bed73c<br />

CMYK<br />

10, 70, 0, 10<br />

RGB<br />

198, 100, 156<br />

HTML<br />

#c6649c<br />

The primary color scheme is a variation of the<br />

palette used for the <strong>CST</strong> brand, which consists of<br />

brown, blue, and green. For the Transformational<br />

Learning brand, we added a fourth color, magenta,<br />

so as to have more versatility when designing<br />

additional visual materials. These colors are widely<br />

featured in branded materials, and are also used on<br />

icons related to the Blended Learning Model.


BRANDING | 19<br />

SECONDARY COLOR SCHEME (USERS)<br />

Providers<br />

Nurses<br />

Allied Health<br />

Non-clinical<br />

Support<br />

Leaders<br />

CMYK<br />

80, 39, 1, 0<br />

RGB<br />

34, 133, 197<br />

HTML<br />

#2285c5<br />

CMYK<br />

45, 0, 0, 0<br />

RGB<br />

126, 221, 247<br />

HTML<br />

#7ed3f7<br />

CMYK<br />

54, 24, 7, 0<br />

RGB<br />

118, 167, 206<br />

HTML<br />

#76a7ce<br />

CMYK<br />

40, 60, 0, 0<br />

RGB<br />

158, 118, 180<br />

HTML<br />

#9e76b4<br />

CMYK<br />

60, 50, 0, 0<br />

RGB<br />

113, 125, 188<br />

HTML<br />

#717dbc<br />

Clinical Support<br />

Clinical Educators<br />

Peer Mentors<br />

Academic<br />

Institutions<br />

Students<br />

CMYK<br />

60, 0, 47, 0<br />

RGB<br />

98, 195, 161<br />

HTML<br />

#62c3a1<br />

CMYK<br />

58, 1, 81, 0<br />

RGB<br />

116, 190, 100<br />

HTML<br />

#74be64<br />

CMYK<br />

57, 27, 72, 6<br />

RGB<br />

119, 147, 100<br />

HTML<br />

#779364<br />

CMYK<br />

0, 66, 100, 0<br />

RGB<br />

244, 119, 33<br />

HTML<br />

#f47721<br />

CMYK<br />

0, 20, 70, 0<br />

RGB<br />

255, 205, 103<br />

HTML<br />

#ffcd67<br />

The secondary colors are further derivations of the<br />

primary color palette, and are used to represent the<br />

different user groups. Each user has been assigned<br />

a specific color, and when creating visual materials<br />

related to that user, the correct corresponding<br />

color should also be used.


ICONS<br />

In designing the icons, we drew heavily from the<br />

feedback gathered in the Branding Workshop. In<br />

particular, we adhered to three strict guidelines:<br />

1. The icons should be gender-neutral<br />

2. The icons should reflect modern healthcare<br />

practices and avoid using outdated imagery<br />

(e.g. old-fashioned nurses’ hats)<br />

3. The icons should be as visually clean and<br />

simple as possible, while still capturing the<br />

essence of the subject(s)<br />

Additionally, each icon has been placed within the<br />

same leaf shape as that used in the brand logo. This<br />

creates enhanced brand consistency and draws<br />

immediate visual parallels between the logo and<br />

the icons. As much as possible, the icons should be<br />

presented within these leaf shapes.<br />

All icons are color-coded according to the categorizations<br />

presented in the previous “Colors” section.<br />

These colors should not be mixed up or applied to<br />

icons randomly.<br />

The complete set of icons is presented below:<br />

e-Learning<br />

Face to Face<br />

Learning<br />

Practice<br />

Peer Learning<br />

Providers<br />

Nurses<br />

Allied Health<br />

Non-clinical<br />

Support<br />

Leaders<br />

Clinical<br />

Support<br />

Clinical<br />

Educators<br />

Peer Mentors<br />

Academic<br />

Institutions<br />

Students


BRANDING | 21<br />

GRAPHIC ELEMENTS<br />

These graphic elements are shapes or patterns that<br />

are used repeatedly in brand materials.<br />

SHAPES<br />

The leaf shape is a primary visual element in the<br />

<strong>CST</strong> Transformational Learning brand. Below are<br />

different variations of the leaf, whose usage will<br />

depend on the context of use.<br />

TYPOGRAPHY<br />

The Transformational Learning brand uses the<br />

same approved typefaces as the larger <strong>CST</strong> brand,<br />

which are Avenir and Arial.<br />

Avenir is the primary brand typeface and should be<br />

used whenever possible. In situations where Avenir<br />

is unavailable, Arial may be used instead. For more<br />

information, refer to the <strong>CST</strong> Brand Standards.<br />

Avenir<br />

ABCDEFGHIJKLMNOPQRSTUVWXYZ<br />

abcdefghijklmnopqrstuvwxyz<br />

1234567890<br />

ARROWS<br />

Arrows are used often in diagrams for <strong>CST</strong><br />

Transformational Learning. The shape is the same<br />

one used in the team’s logo.<br />

Arial<br />

ABCDEFGHIJKLMNOPQRSTUVWXYZ<br />

abcdefghijklmnopqrstuvwxyz<br />

1234567890<br />

In addition to these sub-brand elements, visual<br />

motifs from the <strong>CST</strong> brand should also be incorporated<br />

into the learning team’s materials when<br />

possible. More details can be found in the <strong>CST</strong><br />

Brand Standards guide.


DELIVERABLES<br />

USER JOURNEYS<br />

TEMPLATES


DELIVERABLES | 23<br />

USER JOURNEYS<br />

These four-fold user journey brochures provide a<br />

visual summary of each user group’s <strong>CST</strong> learning<br />

timeline. For a more personalized touch, the<br />

brochures vary slightly across the different user<br />

groups, making use of each user’s icon and colour.<br />

The brochure opens with a broad overview of the<br />

<strong>CST</strong> project, for those who may not be aware of<br />

the upcoming transition. The main graphic inside<br />

the brochure then takes the reader through a timeline<br />

of different learning activities. Additionally,<br />

a “Frequently Asked Questions” section has been<br />

included on the back of the brochure to address<br />

some of the most common questions and concerns<br />

that were raised in the User Journey Workshop<br />

and subsequent telephone focus group.<br />

The timeline inside the brochure is also available as<br />

a large poster, with a F.A.Q. section at the bottom.<br />

FIND OUT MORE<br />

YOUR <strong>CST</strong><br />

LEARNING JOURNEY<br />

<strong>CST</strong> PROJECT?<br />

Will backfill be provided during my training?<br />

WHAT IS THE<br />

This clinical transformation will be supported<br />

by the implementation of a<br />

clinical information system that will<br />

1<br />

The Transformational Learning Advisory Group<br />

[http://cstproject.ca/our-work/organizational-readiness/<br />

transformational-learning-team] is looking at the<br />

requirements for staff coverage and backfill during<br />

education periods. We will have more details, including<br />

the amount of time required for education, once the<br />

plan has been approved.<br />

The Clinical & Systems Transformation<br />

project is a joint initiative of three health<br />

organizations: Vancouver Coastal<br />

replace aging existing systems. The<br />

Health, the Provincial Health Services<br />

project will be implemented in stages<br />

across VCH, PHSA and PHC.<br />

Find out more at <strong>CST</strong>project.ca or<br />

contact us at info@cstproject.ca.<br />

2<br />

What if I am not good with computers or I can't type?<br />

We understand that this is a major change that may<br />

require some staff to seek additional education to<br />

increase their comfort and confidence working with<br />

computers.<br />

We encourage you to improve your computer skills prior<br />

to attending a <strong>CST</strong>-related education session. Talk to<br />

your clinical educator or team leader for more<br />

information.<br />

Authority and Providence Health Care.<br />

The project will transform health care<br />

delivery systems and processes to<br />

improve the quality and consistency of<br />

the patient and caregiver experience.<br />

<strong>CST</strong> will support the health organiza-<br />

3<br />

What educational materials and resources<br />

will be available?<br />

A variety of education delivery methods will be provided<br />

to support multiple audiences with different learning<br />

needs in preparation for go-live and beyond. End-users<br />

of the system and those impacted by workflow changes<br />

will attend a combination of self-paced online learning<br />

sessions and specialized classroom courses. This<br />

education will be complemented by hands-on practice<br />

with the new clinical information system, both in and<br />

out of the classroom.<br />

NURSES<br />

tions in establishing common clinical<br />

and process standards, including work<br />

flows, order sets, clinical guidelines,<br />

integrated plans of care and a common<br />

electronic health record.<br />

A joint initiative of: VCH, PHSA & PHC<br />

NURSES<br />

LEARNING JOURNEY TIMELINE<br />

TRANSFORMATIONAL<br />

LEARNING<br />

learning@cstproject.org<br />

Early Engagement &<br />

Preparatory Knowledge<br />

6–8 MONTHS BEFORE<br />

• Your own Health Organization will<br />

provide opportunities to improve<br />

your computer skills<br />

• You will be introduced to the changes<br />

in practice that will affect your role<br />

Working with Clinical<br />

Information Systems<br />

3–5 MONTHS BEFORE<br />

Foundational education:<br />

• Introduction to <strong>CST</strong> & the Clinical<br />

Information System<br />

• Working in the CIS<br />

• Documentation and Data<br />

• Privacy and Security<br />

Role Based, Workflow<br />

Based Learning<br />

1–2 MONTHS BEFORE<br />

• Learning tailored to your role<br />

• eLearning, Face to Face and On the<br />

Unit Practice<br />

• A chance to practice your new skills<br />

• Peer support and mentoring<br />

GO-LIVE<br />

Top Up & Advanced<br />

Education<br />

1–3 MONTHS LATER<br />

Peer support & on-the-unit education:<br />

• Just-in-time learning opportunities<br />

• Learning to support adoption of the<br />

new systems<br />

• Top-up learning opportunities<br />

• Interprofessional learning<br />

Face to Face<br />

eLearning<br />

Learning<br />

Sustainment Education<br />

4–6 MONTHS LATER<br />

Ongoing support for:<br />

• New Staff Orientation<br />

• New system functionality<br />

• Refreshers<br />

• Remediation<br />

• Quality assurance<br />

Peer<br />

Practice<br />

Learning<br />

Multiple ways to<br />

learn throughout<br />

your journey


TEMPLATES<br />

Branded templates have been provided for use in<br />

Microsoft Word and Powerpoint. The templates<br />

feature visual elements from both the <strong>CST</strong> and<br />

Transformational Learning brands, but still offer<br />

plenty of white space to maximize usability.<br />

Demo Guide:<br />

A demo guide provides step-by-step instructions for giving a software demo. It includes required<br />

tools/equipment, preparatory activities, step by step instructions to walk through the<br />

demonstration and the time allotted to each topic/feature covered.<br />

Topic<br />

Target Audience<br />

PowerChart Overview<br />

Inpatient Clinicians<br />

Topic<br />

Target Audience<br />

PowerChart Overview<br />

Inpatient Clinicians<br />

5 Steps to a successful Demo:<br />

Customize your demo<br />

Ensure your demo is tailored to your audience, e.g. a demo for an ED RN will look different than<br />

a demo for a physical therapist<br />

Tell a story<br />

Overview of<br />

Features covered<br />

This presentation will demonstrate how to:<br />

Use CareCompass to organize and plan activities and tasks associated with patients,<br />

Review orders and complete a Basic Admission Adult Form directly from<br />

CareCompass,<br />

Immediately access a patient’s chart and review summary information,<br />

Add patient vital signs (such as blood pressure) using Interactive View, and<br />

Review patient’s results using Results Review<br />

Overview of<br />

Features covered<br />

This presentation will demonstrate how to:<br />

Use CareCompass to organize and plan activities and tasks associated with patients,<br />

Review orders and complete a Basic Admission Adult Form directly from<br />

CareCompass,<br />

Immediately access a patient’s chart and review summary information,<br />

Add patient vital signs (such as blood pressure) using Interactive View, and<br />

Review patient’s results using Results Review<br />

Engage your audience with a user story as opposed to talking about button functionality<br />

Time<br />

10-minutes<br />

Time<br />

10-minutes<br />

Rehearse<br />

Run through your demo until you’re comfortable presenting the material<br />

Ensure everything works prior to you demo<br />

Pre - Session<br />

Pre - Session<br />

From a software perspective, make sure features are working as expected prior to giving the<br />

demo<br />

**Every demo should have a set of back up slides prepared in case the domain doesn’t work**<br />

‘Close the deal’<br />

Use this opportunity to help achieve buy-in by highlighting what the system will do for users<br />

**Remember that a demo is not instruction**<br />

Prep<br />

Add 5 patients to your custom list. Ensure that at least 2 patients have orders<br />

that have not been reviewed. Patient Data to include:<br />

Allergies<br />

High Morse Falls Score (so that an alert icon appears on the CareCompass<br />

screen)<br />

Order:<br />

Basic Admission Information Assessment<br />

Resuscitation Status – Full Code<br />

NPO Diet (or other diet as appropriate to the unit)<br />

PRN medication such as Tylenol<br />

Metoprolol 50mg, PO, q24 (or other medication as appropriate to the unit)<br />

Prep<br />

Add 5 patients to your custom list. Ensure that at least 2 patients have orders<br />

that have not been reviewed. Patient Data to include:<br />

Allergies<br />

High Morse Falls Score (so that an alert icon appears on the CareCompass<br />

screen)<br />

Order:<br />

Basic Admission Information Assessment<br />

Resuscitation Status – Full Code<br />

NPO Diet (or other diet as appropriate to the unit)<br />

PRN medication such as Tylenol<br />

Metoprolol 50mg, PO, q24 (or other medication as appropriate to the unit)<br />

Log in as test.nurse with password testfall2016. Have CareCompass screen<br />

ready to go in background with relationships already established.<br />

Log in as test.nurse with password testfall2016. Have CareCompass screen<br />

ready to go in background with relationships already established.<br />

Tools<br />

Back-up slides<br />

Any other equipment or materials required for the demo? e.g. projector<br />

Tools<br />

Back-up slides<br />

Any other equipment or materials required for the demo? e.g. projector<br />

1<br />

2<br />

2


6–8 MONTHS BEFORE<br />

• Your own Health Organization will<br />

provide opportunities to improve<br />

your computer skills<br />

• You will be introduced to the changes<br />

in practice that will affect your role<br />

Multiple ways to<br />

learn throughout<br />

your journey<br />

Early Engagement &<br />

Preparatory Knowledge<br />

6–8 MONTHS BEFORE<br />

• Your own Health Organization will<br />

provide opportunities to improve your<br />

computer skills<br />

• You will be introduced to the changes<br />

in practice that will affect your role<br />

Multiple ways to<br />

learn throughout<br />

your journey<br />

FREQUENTLY ASKED QUESTIONS<br />

What is Clinical & Systems Transformation (<strong>CST</strong>)?<br />

The Clinical & Systems Transformation project is a joint<br />

initiative of three health organizations: Vancouver Coastal<br />

Health, the Provincial Health Services Authority and<br />

Providence Health Care. It will transform health care delivery<br />

systems and processes to improve the quality and<br />

consistency of the patient and caregiver experience.<br />

Will backfill be provided for staff training?<br />

We are looking at the requirements for staff coverage and<br />

backfill during education periods. We will have more details,<br />

including the amount of time required for education, once<br />

the plan has been approved.<br />

3–5 MONTHS BEFORE<br />

Foundational education:<br />

• Introduction to <strong>CST</strong> & the Clinical<br />

Information System<br />

• Working in the CIS<br />

• Documentation and Data<br />

• Privacy and Security<br />

Working with Clinical<br />

Information Systems<br />

3–5 MONTHS BEFORE<br />

Foundational education:<br />

• Introduction to <strong>CST</strong> & the Clinical<br />

Information System<br />

• Working in the CIS<br />

• Documentation and Data<br />

• Privacy and Security<br />

1–2 MONTHS BEFORE<br />

• Learning tailored to your role<br />

• eLearning, Face to Face and On the<br />

Unit Practice<br />

• A chance to practice your new skills<br />

• Peer support and mentoring<br />

Role Based, Workflow<br />

Based Learning<br />

1–2 MONTHS BEFORE<br />

• Learning tailored to your role<br />

• eLearning, Face to Face and On the Unit<br />

Practice<br />

• A chance to practice your new skills<br />

• Peer support and mentoring<br />

What training materials and resources will be<br />

available for staff?<br />

You will have a tailored education pathway, and a variety of<br />

education delivery methods will be available. You will<br />

complete a combination of self-paced online learning<br />

sessions and specialized classroom courses. This education<br />

will be complemented by hands-on practice with the new<br />

clinical information system, both in and out of the classroom.<br />

Learning resources will be made available to all staff,<br />

leaders, and end-users. These resources include toolkits,<br />

communications resources, and education materials.<br />

A joint initiative of:<br />

Top Up & Advanced<br />

Education<br />

1–3 MONTHS LATER<br />

Peer support & on-the-unit education:<br />

• Just-in-time learning opportunities<br />

• Learning to support adoption of the<br />

new systems<br />

• Top-up learning opportunities<br />

• Interprofessional learning<br />

eLearning<br />

What will change when <strong>CST</strong> goes live?<br />

We won’t have the full answer until we finish design,<br />

configuration and validation work; but we do know that:<br />

• you will use new standardized clinical practices that are<br />

consistent across VCH, PHSA and PHC<br />

• you will access patient information in a new, shared<br />

clinical information system<br />

• nurses, allied health and emergency department<br />

physicians will chart electronically<br />

• you will have electronic tools and information to<br />

support your clinical decisions<br />

Face to Face<br />

Learning<br />

1–3 MONTHS LATER<br />

Peer support & on-the-unit education:<br />

• Just-in-time learning opportunities<br />

• Learning to support adoption of the<br />

new systems<br />

• Top-up learning opportunities<br />

• Interprofessional learning<br />

eLearning<br />

TRANSFORMATIONAL<br />

LEARNING<br />

Face to Face<br />

Learning<br />

Sustainment Education<br />

4–6 MONTHS LATER<br />

Ongoing support for:<br />

• New Staff Orientation<br />

• New system functionality<br />

• Refreshers<br />

• Remediation<br />

• Quality assurance<br />

Practice<br />

learning@cstproject.org<br />

Peer<br />

Learning<br />

(continued)<br />

• orders will be placed electronically by providers (a<br />

process known as computerized provider order entry,<br />

or CPOE)<br />

• we will implement a fully electronic ‘closed loop<br />

medication management’ process<br />

• some of the equipment and devices you use will change<br />

• new policies will support the new clinical practices<br />

<strong>CST</strong>project.ca<br />

TRANSFORMATIONAL<br />

LEARNING<br />

4–6 MONTHS LATER<br />

Ongoing support for:<br />

• New Staff Orientation<br />

• New system functionality<br />

• Refreshers<br />

• Remediation<br />

• Quality assurance<br />

Practice<br />

learning@cstproject.org<br />

Peer<br />

Learning<br />

PREPARING<br />

FOR YOUR<br />

JOURNEY<br />

PEER<br />

LEARNING<br />

PRACTICE<br />

FACE TO FACE<br />

LEARNING<br />

eLEARNING<br />

ONGOING<br />

LEARNING<br />

& SUPPORT<br />

DELIVERABLES | 25<br />

SUMMARY OF ALL DELIVERABLES<br />

LOGO<br />

MICROSOFT WORD TEMPLATES<br />

Demo Guide:<br />

A demo guide provides step-by-step instructions for giving a software demo. It includes required<br />

tools/equipment, preparatory activities, step by step instructions to walk through the<br />

demonstration and the time allotted to each topic/feature covered.<br />

5 Steps to a successful Demo:<br />

Customize your demo<br />

Ensure your demo is tailored to your audience, e.g. a demo for an ED RN will look different than<br />

a demo for a physical therapist<br />

Versions: 4<br />

File formats: PNG, JPG, EPS<br />

Tell a story<br />

Engage your audience with a user story as opposed to talking about button functionality<br />

Rehearse<br />

Run through your demo until you’re comfortable presenting the material<br />

Ensure everything works prior to you demo<br />

From a software perspective, make sure features are working as expected prior to giving the<br />

demo<br />

**Every demo should have a set of back up slides prepared in case the domain doesn’t work**<br />

‘Close the deal’<br />

Use this opportunity to help achieve buy-in by highlighting what the system will do for users<br />

**Remember that a demo is not instruction**<br />

USER ICONS<br />

1<br />

Versions: 1<br />

File formats: DOCX, DOTX<br />

Versions: 14<br />

File formats: PNG, EPS<br />

POWERPOINT TEMPLATES<br />

USER JOURNEY BROCHURES<br />

NURSES<br />

LEARNING JOURNEY TIMELINE<br />

Working with Clinical<br />

Early Engagement &<br />

Information Systems<br />

Preparatory Knowledge<br />

Role Based, Workflow<br />

Based Learning<br />

GO-LIVE<br />

Top Up & Advanced<br />

Education<br />

Sustainment Education<br />

Versions: 6<br />

File formats: PDF, AI<br />

Versions: 1<br />

File formats: PPTX<br />

USER JOURNEY POSTER<br />

BLENDED LEARNING MODEL<br />

<strong>CST</strong> LEARNING<br />

JOURNEY TIMELINE<br />

Peer support will be<br />

available throughout<br />

your journey<br />

Learning Labs will offer<br />

opportunities to come<br />

together and share<br />

learning experiences<br />

Peer support will<br />

continue after go-live<br />

while you become familiar<br />

with new practices<br />

GO-LIVE<br />

Patient scenarios specific We’ll come to you, with Practicing as you learn will<br />

to your role will help you on-the-unit practice provide a safe space to<br />

practice new skills<br />

opportunities<br />

make mistakes<br />

Face to face events Small classes will give The learning will focus<br />

will be role- and<br />

everyone a chance to on what’s new<br />

workflow-based<br />

ask questions<br />

Self-paced eLearning<br />

courses will prepare you<br />

for your journey<br />

Refresher courses will<br />

be there to help you to<br />

stay on track<br />

Online resources, videos,<br />

and how-to guides will<br />

provide ongoing support<br />

and guidance<br />

Versions: 1<br />

File formats: PDF, PNG, AI<br />

Versions: 1<br />

File formats: PDF, AI

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