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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