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Comprehensive Care:
Listening Sessions
Thursday May 5, 2022
Lilian Gutierrez, MBA, M.Ed, Deputy Regional Vice President,
Kenneth McClary, MPP, Deputy Regional Vice President,
Megan Coffinbargar, MHA, Administrative Fellow
Continuing Education Credits
In support of improving patient care,
Community Health Center, Inc. / Weitzman
Institute is jointly accredited by the
Accreditation Council for Continuing Medical
Education (ACCME), the Accreditation Council
for Pharmacy Education (ACPE), and the
American Nurses Credentialing Center
(ANCC), to provide continuing education for
the healthcare team.
A comprehensive certificate will be sent after
the end of the series, Spring 2022.
2
Disclosure
• With respect to the following presentation, there has been no relevant (direct or indirect) financial relationship
between the party listed above (or spouse/partner) and any for-profit company in the past 12 months which
would be considered a conflict of interest.
• The views expressed in this presentation are those of the presenters and may not reflect official policy of
Community Health Center, Inc. and its Weitzman Institute.
• We are obligated to disclose any products which are off-label, unlabeled, experimental, and/or under
investigation (not FDA approved) and any limitations on the information hat we present, such as data that are
preliminary or that represent ongoing research, interim analyses, and/or unsupported opinion.
• This project is supported by the Health Resources and Services Administration (HRSA) of the U.S. Department of
Health and Human Services (HHS) as part of an award totaling $137,500 with 0% financed with non-
governmental sources. The contents are those of the author(s) and do not necessarily represent the official
views of, nor an endorsement, by HRSA, HHS, or the U.S. Government. For more information, please visit
HRSA.gov.
3
At the Weitzman Institute, we value a
culture of equity, inclusiveness,
diversity, and mutually respectful
dialogue. We want to ensure that all
feel welcome. If there is anything said
in our program that makes you feel
uncomfortable, please let us know.
4
National Training and Technical Assistance Partnership
Clinical Workforce Development
Provides free training and technical assistance to health centers across the
nation through national webinars, learning collaboratives, activity
sessions, trainings, research, publications, etc.
5
Objectives
• Present the structure for listening sessions and the benefits of
hosting them
• Discuss implementation strategies and best practices
• Strategies to review outcomes, create action items, and developing
discipline-based improvement projects
6
What are Listening Sessions?
7
• An opportunity for staff to participate in a conversation with
leadership to share feedback, opinions, and solutions for
consideration
• Open discussion for department(s) staff to share:
• How their teams are doing
• Challenges and concerns
• What’s successful
• Ideas
• What needs improvements
What’s the Value?
8
• Mechanism to engage the workforce
• Offering staff a feedback forum following intense pandemic
phases
• Builds and reinforces trust between leadership and staff
• Identifies opportunity for improvement
• Potential long-term impact on retention
Listening Sessions Models
9
November 2021 through July 2022:
1. One-on-One Listening Sessions: Sessions between a member of
leadership and staff
2. Leader-to-Leader Listening Sessions: One-on-one session between a
member of leadership and recommend with a leader from HR and a
leader from behavioral health
3. Department Listening Sessions: Group sessions between
departmental staff and CEO/Executive Leadership
One-on-One Listening Sessions Set-Up
• Develop strategy for leadership to
provide availability to host a one-
on-one listening session
• Recommend utilizing online platform
such as Doodle Poll or Survey Monkey
• Recommend 30-minute slots and
instruct leadership to provide five
session slots
10
Leader-to-Leader Session Set-Up
• Develop strategy for leadership to
provide availability to host a one-
on-one listening session
• Recommend utilizing online platform
such as Doodle Poll or Survey Monkey
• Recommend 30-minute slots and
instruct leadership to provide five
session slots
11
One-on-One/Leader-to-Leader
Listening Sessions Execution
12
• Have leadership send instructions, question bank, and
feedback template to facilitators
• Instruct facilitators to note feedback expressed during sessions
using the feedback template
• Invite facilitators to compile and present themes from
feedback during Executive Leadership Meeting
• Leader-to-staff themes compared to leader-to-leader themes
Department Listening Session Process
13
Initiation and
Planning
Listening
Session
Synthesize &
categorize
feedback
Assignment:
Task Delegation
Monitoring and
Control
• Executive
Sponsors review
feedback with
Chiefs and
identify key
themes to be
addressed
• Department
staff provides
feedback
• Scribes record
feedback and
submit to
Executive
Sponsors
• Executive
Sponsors meet
with
Department
Chiefs to plan
Listening
Session(s)
• Executive
Sponsors monitor
the project to
ensure responses
are adequate and
submitted by the
due date for
review and
presentation
development
• Executive
Sponsors assign
Leaders with
tasks in need of
responses/
solutions
• Executive
Sponsors
provide due date
Department Listening Session Process
14
Presentation
Development
Presentation
Review
Pre-
Presentation
Meeting
Final Session Follow- up
Session with
staff
• Executive
Sponsors
develop
presentation
for the final
Session
• Executive
Sponsors review
presentation
with COO
• Executive
Sponsors review
the presentation
with the
Executive Team
and other staff
presenters
• Executive Team
and other staff
facilitate the
presentation to
department
staff
• Establish
quarterly
check-in with
department
staff
“The Back-end”
15
Department Pre-Meeting Listening Session #1 Listening Session #2 Scribes' notes Synthesize and
categorize feedback
Synthesized note review
w/Chief: assign leads
and disseminate to
leads
15m. meeting check-
ins once week w/leads
Department Feedback
Due Date
Outstanding Items PPT Development PPT Review Pre-Final Presentation
Mtg.
Final Presentation Follow-up Presentation
Scribes Facilitator Facilitator/Chief Facilitator/Leads Leads Leads Facilitator Facilitator/COO Facilitator/CEO/Leads Facilitator/Leads Facilitator/Leads
24hrs. after column
D
48hrs. after column E 24hrs. after column F weekly 2-2.5 wks. after
column D (C if one
session)
4wks. after column D 48hrs. after column K 48hrs. after column L (4
weeks after Listening
Session 2)
5wks. After column D 3-4 months after column M
MA/LPN October 26th 3:30p.m.-
4:00p.m.
November 2nd 5:30-
6:00 p.m.
November 3rd
5:30p.m.-6:00p.m
November 8th
2:00p.m-2:30p.m
several meetings were
set up individually for
smaller teams to meet
N/A November 10th
3:00 p.m.-3:30p.m.
November 10th
5:30p.m.-6:00p.m.
March
Nursing November 2nd
3:00p.m-3:30p.m.
November 8th 5:30-
6:00 p.m.
November 11th
5:30p.m.-6:00p.m.
November 16th
11:00a.m.- 11:30a.m.
several meetings were
set up individually for
smaller teams to meet
N/A January 3rd
4:30p.m.-5:00p..m.
January 5th
5:30p.m.-6:00p.m
March
PSA/CCS September 1st
5:30pm- 6:00pm
September 2nd
5:30pm- 6:00pm
N/A September 7th
5:00pm- 5:30pm
September 14th, 21st,
28th 4:00pm- 4:30pm
N/A October 5th
4:00pm- 4:30pm
October 12, 13, 14
5:30pm- 6:00pm
January
Medical December 3rd
1pm - 1:30pm
December 7th
5:30pm- 6:00pm
December 9th at
5:00pm - 5:30pm
December 21st 1:00
pm
N/A January 12th HR January 17th
11:30am
Jan 18th
5:30pm - 6pm
April
SBHC November 30th
3:00pm-3:30pm
December 6th
5:30pm- 6:00pm
December 16th
5:30p.m- 6:00pm
December 20th
11:30am-12:00pm
January 4th
1:00pm-4:00pm
N/A January 12th
3:00pm-3:45pm
January 13th 5:30-
6:00pm
April
BH December 17th
3:30pm - 4:00pm
January 5th 5:00pm -
5:30pm
January 6th
5:30pm - 6pm
January 14th
10am - 11am
N/A January 25th HR, BH January 25th January 26th 4pm January 31st
11:00am -12pm
February 2
5:00pm - 5:30pm
May
Dental December 8th 1pm-
1:30pm
December 21st
1:00pm-1:30pm
December 22nd
1:00pm-1:45pm
January 7th N/A February 3rd February 7th 4pm February 8th 11:00a.m.-
11:30 a.m.
February 10th 1:30p.m.-
2:00p.m
April
Operations February 15th 5pm February 17th
5pm
February 18th February 22, 2022 February 23rd 10:30am em March 2nd March 8th March 10th March 14th 10:30am March 15th 4pm March 30th at 5pm June
Facilities February 17th 10am-
10:15am
February 18th ------------ February 21st February 21st February 22nd March 7th March 11th March 18th March 22nd March 25th July
Communications March 15th 1pm March 22nd 5pm ------------ March 23rd March 25, 2022 March 28th 12pm April 12th April 14th April 15th 1pm April 19th 1pm April 21st 5pm July
IT March 23
1:30pm
March 24th
-------------------- February 28th February 28th March 31st April 12th April 18th April 20th April 25th May 6th August
Leadership ------------ Jnauary 21st ------------ ------------ April 20th April 22nd May 5th May 9th May 10th May 11th May 13th July
Podiatry ------------ April 19th 5pm -------------------- April 20th April 22nd April 25th May 2nd May 4th May 6th 3:00pm May 9th at 2:00pm May 12th 5pm July
Finance May 5th May 6th May 9th May 10th May 11th May 12th May 26th June 8th June 10th June 15th June 17th September
Grants
TBD
HR April 28th 10:30am May 5th 5pm ------------ May 6th May 9th and 10th May 11th 10:30am Mary 25th May 27th May 30th 10:30am May 31st at 1pm June 2nd at 5pm October
Weitzman Institute May 23rd 2pm - 2:30pm June 2nd 10am ------------ June 3rd June 7th June 8th at 3:30pm June 22nd June 27th June 28th July 11th 2pm July 14th 10am November
Facilitator/Chief
“The Back-end”
16
Department Listening Session
Buy – in and Accountability
17
• Establish a foundation of trust
• Promote the forums as safe environments for staff to have their voices heard
• Be flexible
• Embrace everyone’s uniqueness
• Be open to different ways of response submittal
• Include others in the facilitation process
• Paid work time
• Final Presentation
• Statuses: Solutions, In progress, on Hold or Unable to implement
Department Listening Session
Buy – in and Accountability
18
• Listening Sessions are collaborative
• Continue to loop leaders in every piece of the presentation – Can’t do
it without the leader from the top
• Ensure leaders respond to feedback in an authentic and
realistic way
• Have robust conversations and understanding of the workforce and
where it needs to be when sessions are completed
Department Listening Session - Outcomes:
19
• Little Wins
• Stipends were given for scrubs
• Swipe codes were changed for certain locations they didn’t have access to
• Quieter air purifiers were installed
• Big Wins
• Expanded qualifications for select frontline roles
• Revised incentive tiers
• Strategic planning
Recommendations
• Inspire leaders to encourage their staff to take advantage of the opportunity
• Communicate expectations and listening session structure
• Select planning tool to assist your organization with organizing your session(s)
and establishing clear goals of the sessions
• Develop reporting tool to keep track, manage and update on feedback to explore
key themes.
• Continue to offer ongoing opportunities for staff to provide feedback to Senior
Leadership
• Promote cross organization collaboration
20
Questions?
21
Contact Information
22
For information on future webinars, activity
sessions, and learning collaboratives:
please reach out to nca@chc1.com or visit
https://www.chc1.com/nca
Appendix
23
Doodle Poll Screenshots (Organizer View)
24
Doodle Poll Screenshots (Attendee/Facilitator View)
25
Attendee Sign-up: Facilitator Sign-up:

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Comprehensive Care: Listening Sessions

  • 1. Comprehensive Care: Listening Sessions Thursday May 5, 2022 Lilian Gutierrez, MBA, M.Ed, Deputy Regional Vice President, Kenneth McClary, MPP, Deputy Regional Vice President, Megan Coffinbargar, MHA, Administrative Fellow
  • 2. Continuing Education Credits In support of improving patient care, Community Health Center, Inc. / Weitzman Institute is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team. A comprehensive certificate will be sent after the end of the series, Spring 2022. 2
  • 3. Disclosure • With respect to the following presentation, there has been no relevant (direct or indirect) financial relationship between the party listed above (or spouse/partner) and any for-profit company in the past 12 months which would be considered a conflict of interest. • The views expressed in this presentation are those of the presenters and may not reflect official policy of Community Health Center, Inc. and its Weitzman Institute. • We are obligated to disclose any products which are off-label, unlabeled, experimental, and/or under investigation (not FDA approved) and any limitations on the information hat we present, such as data that are preliminary or that represent ongoing research, interim analyses, and/or unsupported opinion. • This project is supported by the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services (HHS) as part of an award totaling $137,500 with 0% financed with non- governmental sources. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by HRSA, HHS, or the U.S. Government. For more information, please visit HRSA.gov. 3
  • 4. At the Weitzman Institute, we value a culture of equity, inclusiveness, diversity, and mutually respectful dialogue. We want to ensure that all feel welcome. If there is anything said in our program that makes you feel uncomfortable, please let us know. 4
  • 5. National Training and Technical Assistance Partnership Clinical Workforce Development Provides free training and technical assistance to health centers across the nation through national webinars, learning collaboratives, activity sessions, trainings, research, publications, etc. 5
  • 6. Objectives • Present the structure for listening sessions and the benefits of hosting them • Discuss implementation strategies and best practices • Strategies to review outcomes, create action items, and developing discipline-based improvement projects 6
  • 7. What are Listening Sessions? 7 • An opportunity for staff to participate in a conversation with leadership to share feedback, opinions, and solutions for consideration • Open discussion for department(s) staff to share: • How their teams are doing • Challenges and concerns • What’s successful • Ideas • What needs improvements
  • 8. What’s the Value? 8 • Mechanism to engage the workforce • Offering staff a feedback forum following intense pandemic phases • Builds and reinforces trust between leadership and staff • Identifies opportunity for improvement • Potential long-term impact on retention
  • 9. Listening Sessions Models 9 November 2021 through July 2022: 1. One-on-One Listening Sessions: Sessions between a member of leadership and staff 2. Leader-to-Leader Listening Sessions: One-on-one session between a member of leadership and recommend with a leader from HR and a leader from behavioral health 3. Department Listening Sessions: Group sessions between departmental staff and CEO/Executive Leadership
  • 10. One-on-One Listening Sessions Set-Up • Develop strategy for leadership to provide availability to host a one- on-one listening session • Recommend utilizing online platform such as Doodle Poll or Survey Monkey • Recommend 30-minute slots and instruct leadership to provide five session slots 10
  • 11. Leader-to-Leader Session Set-Up • Develop strategy for leadership to provide availability to host a one- on-one listening session • Recommend utilizing online platform such as Doodle Poll or Survey Monkey • Recommend 30-minute slots and instruct leadership to provide five session slots 11
  • 12. One-on-One/Leader-to-Leader Listening Sessions Execution 12 • Have leadership send instructions, question bank, and feedback template to facilitators • Instruct facilitators to note feedback expressed during sessions using the feedback template • Invite facilitators to compile and present themes from feedback during Executive Leadership Meeting • Leader-to-staff themes compared to leader-to-leader themes
  • 13. Department Listening Session Process 13 Initiation and Planning Listening Session Synthesize & categorize feedback Assignment: Task Delegation Monitoring and Control • Executive Sponsors review feedback with Chiefs and identify key themes to be addressed • Department staff provides feedback • Scribes record feedback and submit to Executive Sponsors • Executive Sponsors meet with Department Chiefs to plan Listening Session(s) • Executive Sponsors monitor the project to ensure responses are adequate and submitted by the due date for review and presentation development • Executive Sponsors assign Leaders with tasks in need of responses/ solutions • Executive Sponsors provide due date
  • 14. Department Listening Session Process 14 Presentation Development Presentation Review Pre- Presentation Meeting Final Session Follow- up Session with staff • Executive Sponsors develop presentation for the final Session • Executive Sponsors review presentation with COO • Executive Sponsors review the presentation with the Executive Team and other staff presenters • Executive Team and other staff facilitate the presentation to department staff • Establish quarterly check-in with department staff
  • 15. “The Back-end” 15 Department Pre-Meeting Listening Session #1 Listening Session #2 Scribes' notes Synthesize and categorize feedback Synthesized note review w/Chief: assign leads and disseminate to leads 15m. meeting check- ins once week w/leads Department Feedback Due Date Outstanding Items PPT Development PPT Review Pre-Final Presentation Mtg. Final Presentation Follow-up Presentation Scribes Facilitator Facilitator/Chief Facilitator/Leads Leads Leads Facilitator Facilitator/COO Facilitator/CEO/Leads Facilitator/Leads Facilitator/Leads 24hrs. after column D 48hrs. after column E 24hrs. after column F weekly 2-2.5 wks. after column D (C if one session) 4wks. after column D 48hrs. after column K 48hrs. after column L (4 weeks after Listening Session 2) 5wks. After column D 3-4 months after column M MA/LPN October 26th 3:30p.m.- 4:00p.m. November 2nd 5:30- 6:00 p.m. November 3rd 5:30p.m.-6:00p.m November 8th 2:00p.m-2:30p.m several meetings were set up individually for smaller teams to meet N/A November 10th 3:00 p.m.-3:30p.m. November 10th 5:30p.m.-6:00p.m. March Nursing November 2nd 3:00p.m-3:30p.m. November 8th 5:30- 6:00 p.m. November 11th 5:30p.m.-6:00p.m. November 16th 11:00a.m.- 11:30a.m. several meetings were set up individually for smaller teams to meet N/A January 3rd 4:30p.m.-5:00p..m. January 5th 5:30p.m.-6:00p.m March PSA/CCS September 1st 5:30pm- 6:00pm September 2nd 5:30pm- 6:00pm N/A September 7th 5:00pm- 5:30pm September 14th, 21st, 28th 4:00pm- 4:30pm N/A October 5th 4:00pm- 4:30pm October 12, 13, 14 5:30pm- 6:00pm January Medical December 3rd 1pm - 1:30pm December 7th 5:30pm- 6:00pm December 9th at 5:00pm - 5:30pm December 21st 1:00 pm N/A January 12th HR January 17th 11:30am Jan 18th 5:30pm - 6pm April SBHC November 30th 3:00pm-3:30pm December 6th 5:30pm- 6:00pm December 16th 5:30p.m- 6:00pm December 20th 11:30am-12:00pm January 4th 1:00pm-4:00pm N/A January 12th 3:00pm-3:45pm January 13th 5:30- 6:00pm April BH December 17th 3:30pm - 4:00pm January 5th 5:00pm - 5:30pm January 6th 5:30pm - 6pm January 14th 10am - 11am N/A January 25th HR, BH January 25th January 26th 4pm January 31st 11:00am -12pm February 2 5:00pm - 5:30pm May Dental December 8th 1pm- 1:30pm December 21st 1:00pm-1:30pm December 22nd 1:00pm-1:45pm January 7th N/A February 3rd February 7th 4pm February 8th 11:00a.m.- 11:30 a.m. February 10th 1:30p.m.- 2:00p.m April Operations February 15th 5pm February 17th 5pm February 18th February 22, 2022 February 23rd 10:30am em March 2nd March 8th March 10th March 14th 10:30am March 15th 4pm March 30th at 5pm June Facilities February 17th 10am- 10:15am February 18th ------------ February 21st February 21st February 22nd March 7th March 11th March 18th March 22nd March 25th July Communications March 15th 1pm March 22nd 5pm ------------ March 23rd March 25, 2022 March 28th 12pm April 12th April 14th April 15th 1pm April 19th 1pm April 21st 5pm July IT March 23 1:30pm March 24th -------------------- February 28th February 28th March 31st April 12th April 18th April 20th April 25th May 6th August Leadership ------------ Jnauary 21st ------------ ------------ April 20th April 22nd May 5th May 9th May 10th May 11th May 13th July Podiatry ------------ April 19th 5pm -------------------- April 20th April 22nd April 25th May 2nd May 4th May 6th 3:00pm May 9th at 2:00pm May 12th 5pm July Finance May 5th May 6th May 9th May 10th May 11th May 12th May 26th June 8th June 10th June 15th June 17th September Grants TBD HR April 28th 10:30am May 5th 5pm ------------ May 6th May 9th and 10th May 11th 10:30am Mary 25th May 27th May 30th 10:30am May 31st at 1pm June 2nd at 5pm October Weitzman Institute May 23rd 2pm - 2:30pm June 2nd 10am ------------ June 3rd June 7th June 8th at 3:30pm June 22nd June 27th June 28th July 11th 2pm July 14th 10am November Facilitator/Chief
  • 17. Department Listening Session Buy – in and Accountability 17 • Establish a foundation of trust • Promote the forums as safe environments for staff to have their voices heard • Be flexible • Embrace everyone’s uniqueness • Be open to different ways of response submittal • Include others in the facilitation process • Paid work time • Final Presentation • Statuses: Solutions, In progress, on Hold or Unable to implement
  • 18. Department Listening Session Buy – in and Accountability 18 • Listening Sessions are collaborative • Continue to loop leaders in every piece of the presentation – Can’t do it without the leader from the top • Ensure leaders respond to feedback in an authentic and realistic way • Have robust conversations and understanding of the workforce and where it needs to be when sessions are completed
  • 19. Department Listening Session - Outcomes: 19 • Little Wins • Stipends were given for scrubs • Swipe codes were changed for certain locations they didn’t have access to • Quieter air purifiers were installed • Big Wins • Expanded qualifications for select frontline roles • Revised incentive tiers • Strategic planning
  • 20. Recommendations • Inspire leaders to encourage their staff to take advantage of the opportunity • Communicate expectations and listening session structure • Select planning tool to assist your organization with organizing your session(s) and establishing clear goals of the sessions • Develop reporting tool to keep track, manage and update on feedback to explore key themes. • Continue to offer ongoing opportunities for staff to provide feedback to Senior Leadership • Promote cross organization collaboration 20
  • 22. Contact Information 22 For information on future webinars, activity sessions, and learning collaboratives: please reach out to nca@chc1.com or visit https://www.chc1.com/nca
  • 24. Doodle Poll Screenshots (Organizer View) 24
  • 25. Doodle Poll Screenshots (Attendee/Facilitator View) 25 Attendee Sign-up: Facilitator Sign-up:

Notas del editor

  1. Bianca
  2. Bianca
  3. Bianca
  4. Bianca
  5. Bianca
  6. Kenneth
  7. Lilian
  8. Megan
  9. Lilian
  10. Megan
  11. Megan -
  12. Megan
  13. Lilian
  14. Kenneth
  15. Lilian
  16. Kenneth
  17. Lilian Analyze quality of responses – “that is silly we are not going to do that” Avoid: Cookie cutter answers (they want tangible results, be intentional and authentic) Do: Promote the forums are safe environments for staff to have their voices heard and provide constructive feedback Ensure leaders respond to feedback in an authentic and realistic way/timelines Establish a foundation of trust with the leaders – they are more likely to share their thoughts in the future with the leaders – impacts morale Not everyone is going to feel comfortable in each of these environments – Open to other ways to submit the feedback/respond and include others in the facilitation process (CEO, SVP) Leaders hold themselves accountable, timeliness for follow through Embrace everyone’s uniqueness – be open
  18. Kenneth
  19. Kenneth Little Wins Case Study – Dental didn’t feel like they were a part of the organization Stipends for their scrubs Access – certain locations they don’t have access to certain areas to change their swipe codes Air purifiers were too loud and can’t hear the patients – able to hear them worked with Berwyn to get new air purifiers to help with the communication of their patients Clarity on support systems
  20. 1. Megan – bullet 1 and 2 2. Kenneth – bullet 3 and 4 3. Lilian – 5 and 6
  21. Bianca 5 minutes
  22. Bianca
  23. 5 minutes
  24. appendix
  25. Appendix