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Leading Teams in Healthcare
The document outlines the objectives and concepts of the TeamSTEPPS 2.0 training program, specifically focusing on leading teams within healthcare settings. It emphasizes the importance of leadership in enhancing teamwork performance and patient safety, detailing strategies such as briefs, huddles, and debriefs. Additionally, it examines the characteristics of effective team leaders and provides exercises to apply the learned tools in clinical scenarios.
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Overview of the course led by Eng. Abdel-Halim Mahmoud focusing on leading healthcare teams.
Discusses leadership effects, identifying team leaders, and leading tools such as briefs and huddles.
Outline of the TeamSTEPPS Fundamental Course, including all modules related to team dynamics.
Introduction to materials used in the training, available at the specified AHRQ link.
Emphasizes the impact of team training on outcomes (ρ = .38) and its basis on 30 years of research.
Lists essential competencies like knowledge, mutual trust, adaptability, and efficiency.
Exercise on effective leadership qualities, improvements, and the nature of leadership skills.
Highlights leadership's critical role in team coordination, communication, and environment support.
Explains the difference between designated team leaders and those who lead situationally.
Outlines key responsibilities of effective leaders including planning, performance review, and support.
Discusses communication strategies for plans of care and their effectiveness.
Describes a case study about improving trauma resuscitation practices in a Level I Trauma Center.
Emphasizes the importance of clear task assignments and team member expectations.
Explains the use of briefs to share plans, establish roles, and engage teamwork.
Discussion on effective brief participation and checklist development for future briefs.
Group activity focused on planning and leading successful team briefings.
Details the 'huddle' process for problem-solving and maintaining situation awareness.
Discussion on debrief sessions aimed at improving teamwork skills and outcomes.
Analysis of a video showing the effects and tone of a debrief session.
Effective leaders facilitate conflict resolution, ensuring patient safety and team dynamics.
Methods for cultivating teamwork through feedback and modeling desired behaviors.
Summary of tools for communication and leadership strategies with outcomes and barriers.
Exercises aimed at identifying leadership roles and addressing teamwork issues.
Closing remarks and acknowledgment of Eng. Abdel-Halim Mahmoud, including contact information.
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- 1. Leading Teams For Health-CareProviders Eng. Abdel-Halim Mahmoud TeamSTEPPS 2.0 Certified Master Trainer Performance Excellence Coach Examiner @ the Baldrige Performance Excellence Award, MN, USA CEO, Egypt Excellence Center The 4th Module of TeamSTEPPS Fundamental Course
- 2. TEAMSTEPPS 05.2 Mod 42.0 Page 2 Leading Teams 2 Objectives Describe how leadership affects team processes and outcomes Identify different types of team leaders Describe the activities involved in successfully leading teams Describe the tools for leading teams, including briefs, huddles, and debriefs Apply the tools for leading teams to specific clinical scenarios
- 3. TEAMSTEPPS 05.2 Mod 42.0 Page 3 Leading Teams 3 TeamStepps Fundamental Couse Module 1 – Introduction Module 2 – Team Structure Module 3 – Communication Module 4 – Leading Teams Module 5 – Situation Monitoring Module 6 – Mutual Support Module 7 – Summary
- 4. TEAMSTEPPS 05.2 Mod 42.0 Page 4 Leading Teams 4 Material You will Use http://www.ahrq.gov/professionals/education/curriculum- tools/teamstepps/instructor/fundamentals/index.html
- 5. TEAMSTEPPS 05.2 Mod 42.0 Page 5 Leading Teams 5 Team Strategies & Tools to Enhance Teamwork Performance & Patient Safety Based on more than 30 years of research and evidence Team training programs have been shown to improve attitudes, increase knowledge, and improve behavioral skills Salas, et al. (2008) meta-analysis provided evidence that team training had a moderate, positive effect on team outcomes (ρ = .38) What is
- 6. TEAMSTEPPS 05.2 Mod 42.0 Page 6 Leading Teams 6 Outcomes of Team Competencies Knowledge Shared Mental Model Attitudes Mutual Trust Team Orientation Performance Adaptability Accuracy Productivity Efficiency Safety
- 7. TEAMSTEPPS 05.2 Mod 42.0 Page 7 Leading Teams 7 Leadership Exercise 1. What characteristics, attitudes, or skills made the leaders that you have known effective and successful? 2. If there was room for improvement, what could they have done to be more effective? 3. Do you feel that leadership can be learned or taught, or is it an innate skill? 4. What one characteristic is most important to the success of effective leaders?
- 8. TEAMSTEPPS 05.2 Mod 42.0 Page 8 Leading Teams 8 Leadership Holds a teamwork system together Ensures a plan is conveyed, reviewed, and updated Facilitated through communication, continuous monitoring of the situation, and fostering of an environment of mutual support
- 9. TEAMSTEPPS 05.2 Mod 42.0 Page 9 Leading Teams 9 Types of Team Leaders Designated – The person assigned to lead and organize a team, establish clear goals, and facilitate open communication and teamwork among team members Situational – Any team member who has the skills to manage the situation at hand
- 10. TEAMSTEPPS 05.2 Mod 42.0 Page 10 Leading Teams 10 Types of Team Leaders Thinking in your work unit Who are the designated team leaders on your unit? Is the role of the designated team leader acknowledged and understood by team members? Can you describe a case in which someone assumed the role of the situational team leader? Can the roles of the designated leader and situational leader be better defined on your unit?
- 11. TEAMSTEPPS 05.2 Mod 42.0 Page 11 Leading Teams 11 Define, assign, share, monitor, and modify a plan Review the team’s performance Establish “rules of engagement” Manage and allocate resources effectively Provide feedback regarding assigned responsibilities and progress toward the goal Facilitate information sharing Encourage team members to assist one another Facilitate conflict resolution Model effective teamwork Effective Team Leaders
- 12. TEAMSTEPPS 05.2 Mod 42.0 Page 12 Leading Teams 12 Defining the Plan When developing a plan, team leaders should consider: Time – How much time is available to complete all the necessary tasks and activities? People – Do the available staff have the necessary knowledge and skills to perform their roles? Equipment – Is the necessary equipment available and working? Information – Has all of the necessary information been collected and reviewed?
- 13. TEAMSTEPPS 05.2 Mod 42.0 Page 13 Leading Teams 13 Defining the Plan in your work unit How do your team leaders communicate a plan of care to the care team? Which strategies have been effective and which have not been effective? How do your team leaders communicate changes to the plan of care to the care team?
- 14. TEAMSTEPPS 05.2 Mod 42.0 Page 14 Leading Teams Case Study Discussion After attending TeamSTEPPS Master Training, a physician and nurse leader in a Level I Trauma Center decide that trauma resuscitations could be more effectively conducted. Currently, when a trauma alert is called to indicate the pending arrival of a severely injured patient, more staff show up to the trauma bay than needed, necessary equipment is sometimes missing or not functioning properly, and the lead trauma physician often shows up just as EMS is bringing the patient into the trauma bay. The newly trained Master Trainers observe that these practices have led to confusion and chaos that put patients at risk and result in valuable time being lost. What changes would you recommend to improve performance in the trauma bay? 14
- 15. TEAMSTEPPS 05.2 Mod 42.0 Page 15 Leading Teams 15 Determine the tasks and roles to be assigned Determine which roles must be filled and allocate tasks appropriately Communicate clear expectations of what team members need to do Request feedback Assigning Tasks and Responsibilities
- 16. TEAMSTEPPS 05.2 Mod 42.0 Page 16 Leading Teams 16 How do team leaders assign tasks in your units, once a plan has been established? What approaches to assigning tasks and responsibilities are effective and what has not been effective? Assigning Tasks and Responsibilities In your work unit
- 17. TEAMSTEPPS 05.2 Mod 42.0 Page 17 Leading Teams 17 Sharing the Plan: Briefs A team briefing is an effective strategy for sharing the plan Briefs should help: Form the team Designate team roles and responsibilities Establish climate and goals Engage team in short- and long-term planning
- 18. TEAMSTEPPS 05.2 Mod 42.0 Page 18 Leading Teams 18 Discussing the Video Who is the designated team leader? Did the team develop a comprehensive plan for Mrs. Keys? Did the team address contingencies and was the patient included in those discussions?
- 19. TEAMSTEPPS 05.2 Mod 42.0 Page 19 Leading Teams 19 TOPIC Who is on core team? All members understand and agree upon goals? Roles and responsibilities understood? Plan of care? Staff availability? Workload? Available resources? Briefing Checklist Tool
- 20. TEAMSTEPPS 05.2 Mod 42.0 Page 20 Leading Teams 20 Briefing Checklist Discussion Have you participated in a brief? Did the items on this checklist occur? If not, what was not done? If you were designing a briefing checklist for your unit, what items would you include? When would the briefing occur? Who would be expected to attend?
- 21. TEAMSTEPPS 05.2 Mod 42.0 Page 21 Leading Teams 21 1. Break into small groups with others from your unit, work area, or organization. 2. Identify when, why, and where briefings might be conducted. Note who should lead the brief and who should participate. 3. Develop a checklist for guiding the brief. 4. Discuss what outcomes you expect to see as a result of implementing briefs. 5. At the end of the exercise, present and discuss your plans with the group. Briefing & Checklist Exercise in your work unit
- 22. TEAMSTEPPS 05.2 Mod 42.0 Page 22 Leading Teams 22 Monitoring & Modifying the Plan: Huddle Problem Solving Hold ad hoc, “touch base” meetings to regain situation awareness Discuss critical issues and emerging events Anticipate outcomes and likely contingencies Assign resources Express concerns
- 23. TEAMSTEPPS 05.2 Mod 42.0 Page 23 Leading Teams 23 Huddle Video Discussion What event necessitated the need for the huddle? What key information was shared in the huddle?
- 24. TEAMSTEPPS 05.2 Mod 42.0 Page 24 Leading Teams 24 Reviewing the Team’s Performance: Debrief Process Improvement Brief, informal information exchange and feedback sessions Occur after an event or shift Designed to improve teamwork skills Designed to improve outcomes An accurate recounting of key events Analysis of why the event occurred Discussion of lessons learned and reinforcement of successes Revised plan to incorporate lessons learned
- 25. TEAMSTEPPS 05.2 Mod 42.0 Page 25 Leading Teams 25 TOPIC Communication clear? Roles and responsibilities understood? Situation awareness maintained? Workload distribution? Did we ask for or offer assistance? Were errors made or avoided? What went well, what should change, what can improve? Debrief Checklist
- 26. TEAMSTEPPS 05.2 Mod 42.0 Page 26 Leading Teams 26 Debrief Video
- 27. TEAMSTEPPS 05.2 Mod 42.0 Page 27 Leading Teams 27 Debrief Video Discussion • What were some of the positive effects from this debrief? • Describe the tone Dr. Upton set for the debrief.
- 28. TEAMSTEPPS 05.2 Mod 42.0 Page 28 Leading Teams 28 Facilitating Conflict Resolution Effective leaders: Facilitate conflict resolution to avoid compromising patient safety and quality of care Do not allow interpersonal or irrelevant issues to negatively affect the team Help team members master conflict resolution techniques DOD Professional Conduct Toolkit: http://www.health.mil/dodpatientsafety/ProductsandServices/Toolk its.aspx
- 29. TEAMSTEPPS 05.2 Mod 42.0 Page 29 Leading Teams 29 Effective leaders cultivate desired team behaviors and skills through: Open sharing of information Role modeling and effective cueing of team members to use prescribed teamwork behaviors and skills Constructive and timely feedback Facilitation of briefs, huddles, debriefs, and conflict resolution Mitigation of conflict within the team Promoting & Modeling Teamwork
- 30. TEAMSTEPPS 05.2 Mod 42.0 Page 30 Leading Teams 30 Team Formation Video
- 31. TEAMSTEPPS 05.2 Mod 42.0 Page 31 Leading Teams 31 Video Discussion • What leadership tools and strategies did Dr. Dean use? • How did the nurses demonstrate leadership? • What leadership tools and strategies did Dr. Upton use?
- 32. TEAMSTEPPS 05.2 Mod 42.0 Page 32 Leading Teams 32 Tools & Strategies Summary TOOLS and STRATEGIES Communication • SBAR • Call-Out • Check-Back • Handoff Leading Teams • Brief • Huddle • Debrief OUTCOMES Shared Mental Model Adaptability Team Orientation Mutual Trust Team Performance Patient Safety!! BARRIERS Inconsistency in Team Membership Lack of Time Lack of Information Sharing Hierarchy Defensiveness Conventional Thinking Complacency Varying Communication Styles Conflict Lack of Coordination and Followup With Coworkers Distractions Fatigue Workload Misinterpretation of Cues Lack of Role Clarity
- 33. TEAMSTEPPS 05.2 Mod 42.0 Page 33 Leading Teams 33 Applying TeamSTEPPS Exercise 1. Does the team experiencing the issue in your organization have a designated leader? Who is it? 2. Is your teamwork issue related to the team’s leadership? 3. If yes, what is the leadership issue? 4. Which of the tools and/or strategies for leading teams might you consider implementing to address the issue?
- 34. TEAMSTEPPS 05.2 Mod 42.0 Page 34 Leading Teams 34 Applying TeamSTEPPS Exercise 1. Does the team experiencing the issue in your organization have a designated leader? Who is it? 2. Is your teamwork issue related to the team’s leadership? 3. If yes, what is the leadership issue? 4. Which of the tools and/or strategies for leading teams might you consider implementing to address the issue?
- 35. TEAMSTEPPS 05.2 Mod 42.0 Page 35 Leading Teams 35
- 36. TEAMSTEPPS 05.2 Mod 42.0 Page 36 Leading Teams 36 THANK YOU Engineer Abdel- Halim Mahmoud Performance Excellence Coach; Organizations, Projects & Teams Member, Board of Evaluators 2015, Baldrige-Based Performance Excellence Award. Performance Excellence Network, MN, USA CEO, Egypt Excellence Center, Cairo, Egypt www.EgyptExcellence.com ceo@EgyptExcellence.com Mobile: +20.102.5151290