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Step 2: Develop A Plan for Implementing Your Priority Task and Train Your Team
Step 2: Develop A Plan for Implementing Your Priority Task and Train Your Team
Now that you have identified 1-3 care coordination elements to improve on in Step 1, you’ll need to think through what is needed to implement change. You can use the Brainstorm and Project Planning Worksheets to help think through which element would be most feasible to work on and create a step-by-step process for implementation.
Goal: The goals of Step 2 are to create a step-by-step plan for implementing your care coordination element, identify who will be involved in the plan, and train the team accordingly.
1. Brainstorm What Would be Needed to Improve on the Care Coordination Element Identified in Step 1
Take one of the elements you circled in Step 1 and run it through the questions on the Brainstorm Worksheet. Think through what you would need to implement change and if it is feasible for your clinic to execute. Consider how you can use the resources you already have and what new things you’ll need.
You can do this for as many elements you are interested in implementing as you'd like. Whichever one is the most feasible and the highest priority for your clinic will be your priority task. This task will be your focus as you move through the rest of the toolkit.
2. Break Your Priority Task Down into Smaller Steps to Identify Processes, Protocols and Staff Needed
Use the Project Planning Worksheet to break down your priority task into smaller sub-tasks or steps. You can use a process map to help with this (an example process map is referenced below). Creating a step-by-step process for implementing your priority task will help you identify what needs to happen, where things will happen, and who will be involved.
Review care coordination resources listed under the Resources tab of this toolkit or through your own online search, to see examples and figure out what will work for your team.
3. Create and Assign Roles and Responsibilities
Based on your Project Planning Worksheet, identify roles that need to be filled to carry out tasks and determine the best person to fill them. Consider staff who will lead care coordination efforts and disseminate information to the rest of the team.
There are opportunities for everyone to get involved – MD/DO, NP, PA, MA, Nurse, Pharmacists, Clinic Managers, etc. Approach leaders and those you think may be interested in overall quality improvement.
4. Train Your Team
Once roles are assigned you'll want to train your clinic leaders and team members involved in carrying out the tasks.
Determine specific training needs and explore training materials and resources online.
How to Make a Process Map
Below is an example of what a process map could look like. You can draw your process map on a blank piece of paper or even use sticky notes on an empty wall to easily move things around.
For each step of the process, be sure to include: What happens, Who is involved, and Where the step will take place. Once you have that, you can begin to identify specific people who will be involved and what training they will need.
Need Help?
Our experts can provide technical assistance to you through this process. Fill out the Implementation Training and Support Request Form and contact us at BFH-FamilyResourceCenter@la.gov or 504-568-3405 for more information.