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Human Resource Factors
TEAM STEPPS
Margaret O’Donnell BSN MBA CEN CMTE EMT-P September 2014
TEAM STEPPS IS
• An evidence-based framework to optimize team performance across the health care
delivery system
• Scientifically rooted in more than 20 years of research and lessons from the application of
teamwork principles.
• Developed by Department of Defense's Patient Safety Program in collaboration with the
Agency for Healthcare Research and Quality.
TEAM STEPPS SEEKS TO
• Produce highly effective medical teams that optimize the use of information, people, and
resources to achieve the best clinical outcomes for patients.
• Increasing team awareness and clarifying team roles and responsibilities.
• Resolving conflicts and improving information sharing.
• Eliminating barriers to quality and safety.
Based on Team structure & four teachable – learnable skills
Communication
Leadership
Situation Monitoring
Mutual Support
TEAM STRUCTURE
Patient
Core Team
Coordinating
Team
Ancillary &
Support Services
Administration
Contingency Teams
Multi – Team System For Patient Care
COMMUNICATION
• SBAR (Q)
• Call Out
• Check Back
• Hand Off
SBAR (Q)
• Situation: What is going on with the patient
• Background: What is the clinical background or context
• Assessment: What do I think the problem is
• Recommendation & Request: What would I do to correct it
• Questions: When handing off patient – What questions do you have for me
CALL OUT
• Strategy used to communicate important or critical information
• Informs all members of team simultaneously
• Helps team members anticipate next step
• Important to direct responsibility to a specific individual for carrying out
the task
CHECK BACK & HAND OFF
• Use of closed loop communication to ensure information conveyed by the
sender is understood by the receiver as intended
• Transfer of patient information along with authority and responsibility during
transitions in care across the continuum
• Includes opportunity to ask questions, clarify, and confirm (Q)
I Introduction Introduce yourself and your role/job (include
patient)
P Patient Name, identifiers, age, sex, location
A Assessment Present chief complaint, vital signs, symptoms, and
diagnoses
S Situation
Current status/circumstances, including code
status, level of (un)certainty, recent changes, and
response to treatment
S
Safety Concerns Critical lab values/reports, socioeconomic
factors, allergies, and alerts (falls, isolation,
etc.)
THE
B Background Comorbidities, previous episodes, current
medications, and family history
A Actions Explain what actions were taken or are required.
Provide rationale.
T Timing Level of urgency and explicit timing and
prioritization of actions
O Ownership Identify who is responsible (person/team), including
patient/family members
N Next What will happen next? Anticipated changes? What
is the plan?Are there contingency plans?
I PASS the BATON / Hand Off
LEADERSHIP
• Effective Leaders
• Organize the team
• Identify and articulate clear goals (i.e., the plan)
• Assign tasks and responsibilities
• Monitor and modify the plan; communicate changes
• Review the team’s performance; provide feedback when needed
• Manage and allocate resources
• Facilitate information sharing
• Encourage team members to assist one another
• Facilitate conflict resolution in a learning environment
• Model effective teamwork
TEAM EVENTS
• Brief
• Short – Prior to start – Share plan
• Huddle
• Ad hoc meeting to reestablish situational awareness
• Debrief
• Informal information exchange to improve team performance and effectiveness
through lessons learned
SITUATION MONITORING
• Continually scanning and assessing current situation
• Awareness: state of knowing what is going on around you
• Shared mental model: each team member maintains situational awareness to
insure all are ‘on the same page’
CROSS - MONITORING
• Monitor each others actions
• Provide safety net within the team
• Ensure mistakes or oversights are caught quickly and easily
• “Watching each others back”
MUTUAL SUPPORT
• Task Assistance
• Protect each other from overload situations
• Place all offers and requests for assistance in the context of patient safety
• Climate in which it is expected assistance will be actively sought and offered
FEEDBACK
• SHOULD BE
• Timely
• Respectful
• Specific
• Directed
• Considerate
ADVOCATE FOR THE PATIENT
• When team members have differing viewpoints than the decision maker
• Assert a corrective action in firm and respectful manner
• Make opening
• State concern
• State problem (real or perceived)
• Offer solution
• Reach agreement on next steps
TWO CHALLENGE RULE
• If initial assertive statement ignored
• Make statement at least two times to ensure you have been heard
• Team member being challenged must acknowledge you have been heard
• If safety issue not addressed
• Take stronger course of action
• Use chain of command
CUS WORDS
• I am oncerned
• I am ncomfortable
• This i a Safety issue
STOP!
DESC SCRIPT
= Describe specific situation, provide concrete data
= Express how your feel / what your concerns are
= Suggest alternatives, seek agreement
= Consequences stated in terms of impact, strive for consensus

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Human Factors

  • 1. Human Resource Factors TEAM STEPPS Margaret O’Donnell BSN MBA CEN CMTE EMT-P September 2014
  • 2. TEAM STEPPS IS • An evidence-based framework to optimize team performance across the health care delivery system • Scientifically rooted in more than 20 years of research and lessons from the application of teamwork principles. • Developed by Department of Defense's Patient Safety Program in collaboration with the Agency for Healthcare Research and Quality.
  • 3. TEAM STEPPS SEEKS TO • Produce highly effective medical teams that optimize the use of information, people, and resources to achieve the best clinical outcomes for patients. • Increasing team awareness and clarifying team roles and responsibilities. • Resolving conflicts and improving information sharing. • Eliminating barriers to quality and safety.
  • 4. Based on Team structure & four teachable – learnable skills Communication Leadership Situation Monitoring Mutual Support
  • 5. TEAM STRUCTURE Patient Core Team Coordinating Team Ancillary & Support Services Administration Contingency Teams Multi – Team System For Patient Care
  • 6. COMMUNICATION • SBAR (Q) • Call Out • Check Back • Hand Off
  • 7. SBAR (Q) • Situation: What is going on with the patient • Background: What is the clinical background or context • Assessment: What do I think the problem is • Recommendation & Request: What would I do to correct it • Questions: When handing off patient – What questions do you have for me
  • 8. CALL OUT • Strategy used to communicate important or critical information • Informs all members of team simultaneously • Helps team members anticipate next step • Important to direct responsibility to a specific individual for carrying out the task
  • 9. CHECK BACK & HAND OFF • Use of closed loop communication to ensure information conveyed by the sender is understood by the receiver as intended • Transfer of patient information along with authority and responsibility during transitions in care across the continuum • Includes opportunity to ask questions, clarify, and confirm (Q)
  • 10. I Introduction Introduce yourself and your role/job (include patient) P Patient Name, identifiers, age, sex, location A Assessment Present chief complaint, vital signs, symptoms, and diagnoses S Situation Current status/circumstances, including code status, level of (un)certainty, recent changes, and response to treatment S Safety Concerns Critical lab values/reports, socioeconomic factors, allergies, and alerts (falls, isolation, etc.) THE B Background Comorbidities, previous episodes, current medications, and family history A Actions Explain what actions were taken or are required. Provide rationale. T Timing Level of urgency and explicit timing and prioritization of actions O Ownership Identify who is responsible (person/team), including patient/family members N Next What will happen next? Anticipated changes? What is the plan?Are there contingency plans? I PASS the BATON / Hand Off
  • 11. LEADERSHIP • Effective Leaders • Organize the team • Identify and articulate clear goals (i.e., the plan) • Assign tasks and responsibilities • Monitor and modify the plan; communicate changes • Review the team’s performance; provide feedback when needed • Manage and allocate resources • Facilitate information sharing • Encourage team members to assist one another • Facilitate conflict resolution in a learning environment • Model effective teamwork
  • 12. TEAM EVENTS • Brief • Short – Prior to start – Share plan • Huddle • Ad hoc meeting to reestablish situational awareness • Debrief • Informal information exchange to improve team performance and effectiveness through lessons learned
  • 13. SITUATION MONITORING • Continually scanning and assessing current situation • Awareness: state of knowing what is going on around you • Shared mental model: each team member maintains situational awareness to insure all are ‘on the same page’
  • 14. CROSS - MONITORING • Monitor each others actions • Provide safety net within the team • Ensure mistakes or oversights are caught quickly and easily • “Watching each others back”
  • 15. MUTUAL SUPPORT • Task Assistance • Protect each other from overload situations • Place all offers and requests for assistance in the context of patient safety • Climate in which it is expected assistance will be actively sought and offered
  • 16. FEEDBACK • SHOULD BE • Timely • Respectful • Specific • Directed • Considerate
  • 17. ADVOCATE FOR THE PATIENT • When team members have differing viewpoints than the decision maker • Assert a corrective action in firm and respectful manner • Make opening • State concern • State problem (real or perceived) • Offer solution • Reach agreement on next steps
  • 18. TWO CHALLENGE RULE • If initial assertive statement ignored • Make statement at least two times to ensure you have been heard • Team member being challenged must acknowledge you have been heard • If safety issue not addressed • Take stronger course of action • Use chain of command
  • 19. CUS WORDS • I am oncerned • I am ncomfortable • This i a Safety issue STOP!
  • 20. DESC SCRIPT = Describe specific situation, provide concrete data = Express how your feel / what your concerns are = Suggest alternatives, seek agreement = Consequences stated in terms of impact, strive for consensus