Coach
Medical
Home
Strategies & tools
to support
patient-centered
medical home
transformation
MODULE 5: Building Learning Communities
Learning objectives for this module
2
After completing this module, you will know how to:
 Apply
key principles of effective learning communities
to PCMH transformation.
 Build
a collaborative team to develop a PCMH learning
community.
 Plan
and implement effective learning sessions and
action periods.
 Identify
structures and practical activities that support
learning communities.
Coach Medical Home: Module 5
Overview of contents
3
1.
What makes learning communities effective?
2.
Getting started with a learning community
3.
Creating effective learning sessions
4.
Making the most of your momentum
Coach Medical Home: Module 5
SECTION 1
What makes learning communities effective?
Coach Medical Home: Module 5
What are learning communities?
5
Groups of individuals or teams who:
Share common
goals, values, or
beliefs
Actively engage in
sharing information
and experiences to
learn from each
other
May work together
toward a shared
goal
Can include practice members & coaches
Coach Medical Home: Module 5
Key principles of effective learning
communities
6
Culture of collaboration & respect
Defined
scope
Leadership Proven QI
support
methods
Shared
ideas &
lessons
learned
Coach Medical Home: Module 5
Lessons from evaluated learning
communities
7
Enable • mutual learning
Set
Share
• measurable targets
• data & reports
Showcase • lessons learned
Coach Medical Home: Module 5
Coaches have many potential roles in a
learning community
8
Director
Coordinator
& facilitator
Information
conduit
Coach Medical Home: Module 5
Think “guide on the side”
9
Like a Border Collie,
not Sled Dog!
Coach Medical Home: Module 5
SECTION 2
Getting started with a learning community
Coach Medical Home: Module 5
Building a PCMH Learning Community in
your region
11
Designate a
convener
Understand
goals
Establish
vision for
success
Meet
regularly
Coach Medical Home: Module 5
Gaining leadership & management buy-in
for learning communities
12
Discuss
• costs & benefits
Develop
• a common message
Educate
• leaders across sites
Invite
• leaders to attend
Coach Medical Home: Module 5
Create a planning and staffing “dream
team”
13
Coach Medical Home: Module 5
Defining the scope: Key content
14
NCQA PCMH™
Recognition
See Module 2
Expectations
& model for
participation
Problem,
goals, &
mission
Team aim
statements
Learning
community
charter
Change
package
See Module 3
Measurement
strategy
See Module 4
Coach Medical Home: Module 5
Example learning community process
Participants (10-100 teams)
Develop
Mission
Planning
Meeting
Prework
Applying
Framework &
Changes
Planning
Group
LS 1
LS 2
LS 3
AP1
AP2
AP3
Coaching
Coaching
Coaching
Holding
the
Gains &
Spread
Supports
Supports
Email
Phone
Coach
Email(listserv)
(listserv)
PhoneConferences
Conferences
Visits Visits
Assessments
MonthlyTeam
TeamReports
Reports
Assessments
Monthly
LS – Learning Session
AP – Action Period
© 2003 Adapted from Institute for Healthcare Improvement
Prepare sites for learning community
engagement
16
Select
• sites
Provide
• pre-work materials
Define
• terms & concepts
Select
• leader, technical expert,
coordinator
Identify
• teams that need help
Coach Medical Home: Module 5
SECTION 3
Creating effective learning sessions
Coach Medical Home: Module 5
Things to keep in mind before your first
learning session
18
The coach
should:
The agenda
should:
Try to
understand
each site’s
successes and
challenges
Include ample
time for team
strategizing
and planning
Coach Medical Home: Module 5
Learning session principles
19
Make team time a priority
Use
interactive
methods &
various
formats
Engage
participants
as teachers
right away
Set an
urgent pace
Coach Medical Home: Module 5
Learning session coaching
20
Circulate
• to provide guidance
during team planning
Ask
• what they are confused
about
Connect
• teams to early adopters
Find out
• what teams are doing—
and doing right
Coach Medical Home: Module 5
SECTION 4
Making the most of your momentum
Coach Medical Home: Module 5
Action periods: Where the real action is
22
A time of maximal learning that may
require more coaching interaction…
Support
teams in
testing
changes
Stay in contact
via phone,
email, listservs,
webinars, site
visits, etc.
Track progress
and provide
feedback &
reports
Coach Medical Home: Module 5
Webinars and virtual learning sessions
23
Real-time
presentation
capacity
• Easily present tools, demonstrate use
• Chat function for questions, examples,
comments
• Virtual breakout capacity for team
meetings
Efficient
collaboration
• Teams can include more members in
the sessions
• Limits resources needed for face-toface meetings
But…
• Not as effective for complex content
Coach Medical Home: Module 5
Site visits: Big investment, big payoff
24
Accelerate
improvement
Provide
“ah-hah”
moments
Shared
learning,
including
faculty
Coach Medical Home: Module 5
Patients as partners in quality
25
Engage
• patients & family members
early & often
Provide
• patient partner liaisons
Act
Close the
loop
• on recommendations
• by communicating what
you’ve done
Coach Medical Home: Module 5