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Richard Corcoran
April 19th, 2006, 09:51 AM
This section will house information, materials, and useful tools related to the practical use of dashboards and scorecards to improve patient safety. Please feel free to contribute.

Overview

Hospitals are getting more difficult to manage every day. Management has to do more with less – more regulations, more complexity in care, more technology, changing reimbursement, yet fewer staff. Goals are also more challenging. The 2001 Institute of Medicine (IOM) report, Crossing the Quality Chasm (http://www.iom.edu/?id=12736), set the quality bar high. Care must be safe, timely, effective, efficient, equitable, and patient-centered. JCAHO’s National Patient Safety Goals (http://www.jointcommission.org/PatientSafety/NationalPatientSafetyGoals/06_npsg_cah.htm) provide evidence-based, consensus safety standards. IHI’s 100K Lives Campaign (http://www.ihi.org/IHI/Programs/Campaign/) is all about keeping patients safe. Everybody agrees that hospital care must be made safer. The question remains – how do we go about making care safer in our hospital?

Root cause analysis of “near misses”, mistakes, errors, and adverse events clearly identify that “cultural” causes loom the largest, including:

Poor communication among care providers;
Separated / segregated polices, programs and disconnected reporting systems within;
Gaps and overlaps of hospital committees and task groups, many under the impression that action is being taken by other groups;
Insufficient means to identify and measure patient safety improvement initiatives in order to analyze contributory issues and identify improvement strategies.The evidence is clear and compelling –if you are going to make hospital care fundamentally safer for patients and their families, you have to develop a “culture of safety”. This is no simple task. Hospitals are complex organizations with strong established traditions based on professional autonomies and hierarchies. To transform culture in this environment, you must have a crosscutting way to understand, discuss, and manage complex organizational change. Communication, teamwork, and leadership skills are key.

Improving patient safety requires a major commitment by everybody in the hospital to take a long and hard look at how they might change practices to get better and safer results. The search for these “best practices” is ongoing.

Measurement

No organizational practice should truly be considered a "best practice" unless it meets the test of measurement. If the practice works as advertised, you should be able to see, define, and measure the results. Here are three quotes to consider –

”If you can’t measure it, you can’t manage it.”
Peter Drucker


“What gets measured, gets done”
Peter Drucker


“All good-to-great companies began the process of finding a path to greatness by confronting the brutal facts of their current reality. When you start with an honest and diligent effort to determine the truth of situation, the right decisions often become self-evident”
Jim Collins, author of Good to Great
Here’s one way to think about this: If the single most effective way to drive safety improvement strategies is to gain consensus among the key players at all levels about what needs to be done; and, if the single most effective way to gain this kind of consensus is to get everybody on the same page; then dashboards and scorecards are a very effective tools. Many hospitals nationwide are either now using or are considering using dashboards as part of their overall performance improvement efforts.

Dashboards at-a-glance

A dashboard is a way to visually present critical data measures in summary form so that you can make quick and effective decisions. At the heart of any dashboard is the quest to improve organizational performance —whether this is at a strategic level, operational level, or both. Dashboards foster alignment, visibility, and collaboration across the organization. Dashboards enable performance improvement by allowing organizational groups to work together toward the same, measurable ends. This is necessary.

To develop a dashboard reporting system in hospitals, four critical factors should be taken into account:

Factors most important to the organization's success
Critical drivers that influence performance attainment
Relevant measures
Relevant benchmarking dataDashboards allow you to align strategy across organizational boundaries, monitor performance to meet strategic objectives, analyze and take action, make the right decisions, and assign goals and objectives to individuals or groups.

Dashboards allow us to connect the dots. In the world of hospital performance improvement, dashboards (and scorecards) are not just helpful, they are also critical.

One example
If you’re not yet using a dashboard, here’s a model dashboard report (http://www.wsha.org/files/82/Dashboard2006.xls) from the Washington State Hospital Association using an excel spreadsheet that’s easy to understand and adapt.

Stay tuned to this section for additional posts and feel free to contribute to an ongoing exploration.

Richard Corcoran
May 31st, 2006, 03:18 PM
Health care is a complex activity requiring a multitude of skills, effort and technologies. In hospitals - individuals, groups, units, and shifts must work effectively together to provide care 24/7. No one person or single discipline causes poor health or excellent hospital system performance. For this reason, there is growing recognition among experts that performance measurement activities must include a mix of measures that, when taken together, provide insights into overall performance. This is the reason why dashboards and balanced scorecards are being adopted at warp speed around the country.

To be useful in real time, dashboards should permit hospital staff at all levels to quickly identify and focus on key performance indicators in need of immediate attention. Color-coding measure results are a simple and effective way to do this. Many hospitals are using a “stoplight” approach where -

Red means the measure is outside the acceptable range and requires immediate action;
Yellow means the measure is within standard, but shows a trend of worsening performance and requires closer attention; and
Green means the measurement is within standard.I’ve attached a sample sheet I found on Patient Safety Talk using an Excel spread sheet and stoplight color-coding to report core measure results. Take a look!

Richard Corcoran
June 13th, 2006, 03:01 PM
Dashboards work very well in keeping individuals and groups on track. Individual dashboards are great tools for measuring and monitoring performance, setting goals and objectives, analyzing results, taking action, and assigning improvement work. Dashboard reporting is being increasingly used in almost all sectors of the economy, including hospitals all over the country, to keep managers focused on critical areas that affect their areas of responsibility. But many organizations are finding that dashboards alone are not enough to drive the overall success of the organization’s strategies.

According to a Fortune magazine study, less than 10% of effectively developed organizational strategies are ever successfully implemented. In another study, Fortune found that when CEOs do fail, in more than 70% of cases it was not their strategy, but the execution of their strategy that was unsuccessful. That’s where the balanced scorecard comes in.

The Balanced Scorecard is a tool that translates an organization’s mission and strategy into a comprehensive set of performance measures that provides the framework for a strategic measurement and management system. The concept of "balanced scorecards," developed by Robert Kaplan and David Norton back in 1992, represents an attempt to enhance the value of data to deliver true value to decision makers.

In its simplest form, a balanced scorecard reports information on key organizational attributes that really affect overall performance. Data are of little value if they do not provide information that can be used to improve the organization's performance. The Balanced Scorecard is an approach for driving organizational improvement toward pre-selected goals which keeps track of progress through carefully selected measures derived from and linked to an organization’s core strategies. Done well, balanced scorecards put people on the same page by aligning strategies and performance measurement across the organization.

The Health Resources and Services Administration (HRSA) published an interesting guide last year that describes the process of implementing a Balanced Scorecard (BSC) initiative in a small rural hospital setting. The guide includes useful tools and a Balanced Scorecard example.

To learn more about how to develop and use a balanced scorecard in your hospital, click here. (http://tasc.ruralhealth.hrsa.gov/documents/Final%20BSC%20Manual%20edits%2010.18F.pdf)

Richard Corcoran
July 7th, 2006, 08:39 AM
Bob Stephen of Wipfli Accounts & Advisors, a Midwest consulting firm, has written an interesting summary article on the use and value of a balanced scorecard (BSC) by hospitals. He proposes that – “BSC is more than just measuring different types of data; it is a strategic management approach. To realize the BSC’s full value, it is critical that it contain key elements and be used as a management tool.” For organizations already using a BSC, he includes a brief “troubleshooting” quiz to identify immediate and long-term opportunities to use the scorecard more effectively. He then outlines factors that influence the successful implementation of a balanced scorecard process.

For those of you who are contemplating or already using a balanced scorecard, Beating the Balanced Scorecard Blues (http://www.wipfli.com/Wipfli/Impact_Magazine/Industry_Archive/Health_Care/General/200601HCA_Balanced_Scorecard_Troubleshooting.htm) is worth a read.

Adele H
July 14th, 2006, 01:10 PM
Happy Friday!

Inspired by Richard's postings on this subject, I decided to join in - thank you, Richard! We're currently engaged at Adirondack Medical Center in a two-part project to first collect and evaluate everything we're monitoring for patient safety and quality and to then create a Dashboard for the Board-level QI Committee. I ran across this Comprehensive Dashboard on a web site called Great Boards and wanted to share.

Have a great weekend!

Adele

Richard Corcoran
August 10th, 2006, 10:56 AM
Several people have asked me to explain the difference between a dashboard and a balanced scorecard. The terms are often used interchangeably by all of us. It is easy to confuse the two because both are advanced reporting systems that visually communicate important performance information against appropriate benchmarks. The similarities, however, end there. Dashboards and scorecards are not the same thing. Here’s my understanding.

Dashboards

Dashboards are tactical.
Dashboards are a set of individual metrics used to monitor and measure work processes at the unit (departmental) level.
Dashboards provide supervisors and managers with relatively real-time information (usually monthly) so that they can make rapid adjustments to improve work processes.Balanced Scorecards

Scorecards are strategic.
Scorecards are smaller set of summary measures that give top leaders a quick but comprehensive view of the organization.
Scorecards provide senior leaders with periodic information (usually quarterly) so they can understand, optimize and align organizational units, business processes, and individuals.Hope this helps. Feel free to add your own observations and comments.

Adele H
August 10th, 2006, 05:02 PM
Thank you, Richard!
Adele

Richard Corcoran
August 31st, 2006, 09:22 AM
The mission statement of Amsterdam Memorial Healthcare (AMH) lists five core values and guiding principles. Among these are “ ….an adherence to scientific and professional integrity”, “a commitment to high quality standards”, and that “…’working together’ forms the basis of our approach to providing health care services. This ensures teamwork when providing required services directly or when using cooperative approaches to community issues.”

In February of this year I was invited, along with my colleague at HANYS, Nancy Landor, to participate in their annual Board Retreat. They had committed the afternoon of that day to two of my favorite topics – quality and safety – and Nancy and I were to speak to each of these from an IPRO and HANYS perspective. They were also showing one of my favorite safety videos – The Josie King Story.

Just prior to our time to speak, the Board members reviewed and discussed their 2006 “dashboard”. I witnessed a very effective use of the tools and processes they had developed and the discussion that took place. The physicians, community leaders, and management staff were on the same page and productively engaged with each other. I asked the Quality Management Director, Deidre Cirillo, if she would be willing to share what AMH has accomplished with dashboards and their experience in getting there for the benefit of other organizations and she agreed.

Deidre has chosen to share their experience with dashboards using the attached HANYS Pinnacle Award submission documents. This is one of 94 submissions that will be featured in the HANYS 2006 Quality Profiles due out this fall.

If you want more information, you can contact Deidre directly. Her contact information is at the bottom of the Award Profile document.

Richard Corcoran
September 13th, 2006, 12:05 PM
This invitation just came across my desk, looked interesting, so I registered to listen in.

Learn Fundamentals of Balanced Scorecards - Free Webinar on Sept. 20th


You're invited to attend a free educational webinar, "Balanced Scorecards 101," taking place on Wednesday, September 20th at 2pm Eastern Time/11am Pacific Time (US). This session is specifically designed for those new to Balanced Scorecards concepts or for anyone who could benefit from a refresher on fundamentals.


This webinar covers Balanced Scorecard concepts, defines terminology, highlights key best practices, plus a few pitfalls to avoid. It also explains how Strategy Maps can help you build a successful top-level Balanced Scorecard, as well as how to begin the process of “cascading” lower level Scorecards effectively to drive business results.


Ask questions during the live Q&A at the conclusion of this presentation.

Visit www.activestrategy.com/webinar (http://www.activestrategy.com/events_and_news/live_archived_webinars.aspx) to sign up for this free event.
If you have the time, you may want to listen in also.

Richard Corcoran
November 2nd, 2006, 02:44 PM
I thought the BSC 101 was instructive, so I registered for the advanced course. If you’re interested, here’s the invitation and the link to register.


You're Invited to Attend "Balanced Scorecards 102" An ActiveStrategy Webinar Wednesday, November 8th at 2pm ESTPlease join us for this free informational webinar, Balanced Scorecards 102, which covers topics including building a Balanced Scorecard framework for your organization, cascading objectives, selecting measures, & best practices for using a Scorecard framework to drive results. Specifically designed for those already familiar with the Balanced Scorecard methodology, this webinar will most help those interested in or beginning to deploy scorecards through several levels of their organization.Ask questions during the live Q&A at the conclusion of this presentation.Title: Balanced Scorecards 102Date:Wednesday, November 8, 2006Time:2:00 PM - 3:00 PM EST (11:00 AM - noon PST)

Click here (https://www.gotomeeting.com/register/120178836) to register.

Richard Corcoran
November 16th, 2006, 09:49 AM
This free webinar is a follow-up to Balanced Scorecards 101 & 102 and focuses on healthcare. I listened to both BSC 101 and BSC 102 and found them to be instructive.

This Webinar is intended to show how a Balanced Scorecard framework can help a hospital or healthcare system manage the unique challenges of simultaneously improving patient safety, clinical quality, operations, and financial performance.

The session is for health care organizations just getting started with the Balanced Scorecard concepts and will cover the basics of how to create and build your own Balanced Scorecard, plus how to begin moving from a top-level scorecard into a deployed management framework that drives accountability, communication, and alignment.

Click here (http://www.activestrategy.com/events_and_news/webinar_registration.aspx?target=webinar_healthcar e) to register.

sahod
May 20th, 2008, 06:43 PM
In developing a Balanced Scorecard we believe it is important to consider three types of metrics:

Clinical Outcomes: Ultimately it is the outcome that matters most. Risk adjusted healthcare quality measures such as inpatient mortality rate, readmission rate, complication rate are commonly accepted indicators of quality outcome success.

Clinical Process: Effective clinical processes are essential to achieving superior healthcare quality outcomes. At a minimum, current publicly reported "core measures" should be considered. Evidence based physician order sets and clinical care plans provide a rich assortment of additional quality process measures.

Resource Utilization: "Too little" or "too much" care can adversely affect outcomes. Measures such as risk adjusted average length of stay, ICU ALOS, and cost per case are examples of effective resource utilization indicators.

Feel free to visit our web site for an example of one organization's approach of doing this to improve healthcare quality (http://mavhc.com). You will find it in About our Firm> Measuring Quality: Composite Metrics.