Connecting AHCA/NCAL National Quality Award Criteria (Gold) with Person-Directed Care: A Crosswalk Perspective of the Eden Alternative Philosophy & Educational Offerings The AHCA/NCAL National Quality Award Program provides a pathway for providers of long-term care services to journey towards performance excellence. The program is based on the core values and criteria of the Baldridge Performance Excellence Program. Gold – Excellence in Quality applicants must show superior performance over time that is based on their systematic approaches to leadership; strategic planning, focus on customers, measurement, analysis and knowledge management, workforce focus, process management and results. Gold applicants address the complete Baldridge Criteria for Performance Excellence in Health Care. (As stated on the AHCA/NCAL Website, www.ahcancal.org/quality_improvement/quality_award) Quick Reference Guide Elder: Someone who by virtue of life experience is here to teach us how to live. Care Partner: A concept that implies a balance of care, an acknowledgment that opportunities to give as well as receive are abundant and experienced by everyone involved in the care relationship. Concepts from the Ten Principles of The Eden Alternative are included in the table below. The full text of each principle is here: 1. Principle One: The three plagues of loneliness, helplessness and boredom account for the bulk of suffering among our Elders. 2. Principle Two: An Elder-centered community commits to creating a Human Habitat where life revolves around close and continuing contact with plants, animals and children. It is these relationships that provide the young and old alike with a pathway to a life worth living. 3. Principle Three: Loving companionship is the antidote to loneliness. Elders deserve easy access to human and animal companionship. 4. Principle Four: An Elder-centered community creates opportunity to give as well as receive care. This is the antidote to helplessness. 5. Principle Five: An Elder-centered community imbues daily life with variety and spontaneity by creating an environment in which unexpected and unpredictable interactions and happenings can take place. This is the antidote to boredom. 6. Principle Six: Meaningless activity corrodes the human spirit. The opportunity to do things that we find meaningful is essential to human health. 7. Principle Seven: Medical treatment should be the servant of genuine human caring, never its master. 8. Principle Eight: An Elder-centered community honors its Elders by de-emphasizing top-down bureaucratic authority, seeking instead to place the maximum possible decision-making authority into the hands of the Elders or into the hands of those closest to them. 9. Principle Nine: Creating an Elder-centered community is a never-ending process. Human growth must never be separated from human life. 10. Principle Ten: Wise leadership is the lifeblood of any struggle against the three plagues. For it, there can be no substitute. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Page 1 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative The following criteria builds on and assumes ongoing mastery of both the Bronze and Silver Award criteria, as detailed in, “Connecting AHCA/NCAL National Quality Award Criteria (Bronze) with Person-Directed Care: A Crosswalk Perspective of the Eden Alternative Philosophy & Educational Offerings” and “Connecting AHCA/NCAL National Quality Award Criteria (Silver) with Person-Directed Care: A Crosswalk Perspective of the Eden Alternative Philosophy & Educational Offerings.” To gain a full appreciation of Gold Award criteria, please make sure you are acquainted with the Bronze Award criteria and the Silver Award criteria before proceeding to read this document. 1 Leadership 1.1 Senior Leadership: A. Vision, Values, and Mission (1) (1) Vision and Values How do senior leaders set your organization’s vision and values? How do senior leaders deploy your organization’s vision and values through your leadership system, to the workforce, to key suppliers and partners, and to patients and other stakeholders, as appropriate? How do senior leaders’ actions reflect a commitment to the organization’s values? Developing a vision and clarifying organizational values are important steps for leaders to take in implementing person-directed care. High involvement of all affected by the vision and values is important to get people’s hearts and minds engaged in the journey. A strong vision statement captures people’s imaginations and enables leaders to lead up front rather than push from behind. Lived values serve to guide the behaviors of all care partners. Leaders cannot create the vision and values in a vacuum. In a person-directed organization, they reach out using tools like Learning Circles, to facilitate high involvement from all who will be impacted by the results. The vision and values cannot be lived by hanging in a frame on the wall. They must be written into documentation, talked about in educational events, recited at team meetings and discussed in Learning Circles. They should be a part of how the person-directed care environment evolves. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: Leaders must inspire people to be a part of creating a vision statement and clarifying values that will guide their transformation process. Tools that promote high involvement from all stakeholders are important. Principle Eight: Creating a vision statement and clarifying values informs and educates everyone about what needs to be done to help the organization be successful. - The Path to Mastery Milestones 1 & 2 have and tools about developing vision statements. - Haleigh’s Almanac has information and tools for vision development. - The Eden Alternative Principles inform persondirected values. - In Milestone 3, there are steps and tools to help empowered teams create their own vision and values that align with those of the organization. Principle Six: When the vision and values come from the people that have to implement and live them, they are meaningful. Meaning drives motivation. Principle Five: Care partners need the time and opportunity to explore and try new ways that will help the organization to grow. Flexibility needs to be built into the daily life of the organization. Page 2 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success (2) Promoting Legal and Ethical Behavior How do senior leaders’ actions demonstrate their commitment to legal and ethical behavior? How do they promote an organizational environment that requires it? Empowering leaders in person-directed care environments ensures that all leaders, formal and informal, have the information and knowledge they need to act and make decisions that are legal and ethical. They model this by using legal and ethical principles to guide their decision-making. They share examples and life experiences with care partners to demonstrate and show how to use these principles. Principle Ten: Wise leaders use a leadership style that models legal and ethical decision-making. They are open to providing explanations to others to help them develop the same skills. When care partners stumble, leaders use their influence wisely to help the care partners to grow. (3) Creating a Sustainable Organization How do senior leaders create a sustainable organization? How do senior leaders achieve the following? - Create an environment for organizational performance improvement, the accomplishment of your mission and strategic objectives , innovation , performance leadership, and organizational agility - Create a workforce culture that delivers a consistently positive experience for patients and stakeholders and fosters their engagement Leaders in person-directed care environments (1) Place the Elder at the center of all discussions and decisions, (2) Commit to growing other leaders, (3) Set goals, develop action plans, follow-through, and hardwire change to place, (4) Know how to use data and stories to engage people’s hearts and minds, (5) Commit to ongoing personal growth and development, (6) Nurture relationships and become wellknown to others, and (7)Model person-directed processes and the mission and values. Principle Ten: Wise leaders grow other leaders through their words, actions, and deeds. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Nine: Creating a learning organization facilitates the growth of all. Leaders recognize that they, like the other care partners, are never done growing. Principle Eight: Empowerment is an ongoing process that requires constant attention by leaders. Resources, Education, Tools and Support from The Eden Alternative -The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow leaders. - Facilitative Leadership: A Proven Approach to Improving Collaboration is a five-Part webbased training that teaches you how to be a facilitative leader. - Several tools from the Path to Mastery present stories and ideas of how the role of leaders and managers transform during the persondirected care journey. - Haleigh’s Almanac and Seed Packets have individual and team educational materials related to leadership growth. - Webinars on a variety of issues that help leaders to educate others about the need for legal and ethical behavior and how it leads to creating a home where life is worth living. - The Path to Mastery Milestones 1 & 2 steps and tools guide leadership growth to prepare to lead the persondirected care journey. -The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow leaders. - Facilitative Leadership: A Proven Approach to Improving Collaboration is a five-Part webbased training that teaches you how to be a facilitative leader. - Several tools from the Path to Mastery present stories and ideas of how the role of leaders and managers transform through the persondirected care journey. Page 3 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - Create an environment for organizational and workforce learning - Develop and enhance their leadership skills . - Participate in organizational learning , succession planning, and the development of future organizational leaders. - Create and promote a culture of patient safety. B. Communication and Organizational Performance (1) Communication How do senior leaders communicate with and engage the entire workforce? How do senior leaders achieve the following? - Encourage frank, twoway communication throughout the organization - Communicate key decisions - Take an active role in reward and recognition programs to reinforce high performance and a patient and health care focus Resources, Education, Tools and Support from The Eden Alternative - Haleigh’s Almanac and Seed Packets have individual and team education materials related to leadership growth. - The Path to Mastery Milestone steps build on each other to sustain change. The Assessment Tools for each Milestone inform and grow future leaders by capturing the legacy story of how change was implemented. Learning circles are a valuable communication tool that levels and balances those participating, equalizing the importance of everyone’s input. They can be a tool for sharing information, gathering input, and assuring every opinion is heard and valued. Creating smallness within the larger community facilitates communication that is timely and bi-directional because the relationships are closer. As an organization proceeds along the person-directed care journey, reward and recognition systems need to be adjusted to reflect the emerging culture and desired actions of care partners. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: Wise leaders share information, decisions and their knowledge widely. This is the only way to create an empowered, learning organization that engages the hearts and minds of all. Principle Nine: Growing people includes celebrating their successes, especially successes that align with the organization’s mission, vision, and values. Reward and recognitions systems need to match both the needs of the employee care partners and the organization. Principle Eight: Communication is important, if people are to be empowered to be active participants in daily life. Leaders committed to empowerment as equally committed to using communication techniques that meet the needs of all care partners. -The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow leaders. - Facilitative Leadership: A Proven Approach to Improving Collaboration is a five-part webbased training that teaches you how to be a facilitative leader. - Several tools from the Path to Mastery present stories and ideas of how the role of leaders transform during the person-directed care journey. - Haleigh’s Almanac and Seed Packets have materials for leadership growth. - Starting in Milestone 1, the Path to Mastery addresses the ways that formal leaders use Learning Circles and other empowerment techniques to grow and engage all employee care partners. - The Eden Alternative has created the Paradigm Buster Packet, The Role of Job Descriptions & Performance Evaluations in Person-Directed Care to rethink traditional job descriptions (care partner roles) and performance evaluations (growth plans). Page 4 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. (Continued from previous page) (2) Focus on Action How do senior leaders create a focus on action to accomplish the organization’s objectives, improve performance, and attain its vision? How do senior leaders identify needed actions? How do senior leaders include a focus on creating and balancing value for patients and other stakeholders in their organizational performance expectations? Creating a person-directed care environment is a neverending process. There will always be action needed to identify and meet the unique goals, preferences, and needs of new Elder and employee care partners. Continuing to deepen relationships, using Learning Circles, reaching out and learning from others on the same journey continues to stretch the imagination of leaders stimulating an ongoing process of continual improvement. Principle Nine: Growth is neverending for the individual as well as the organization. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Eden Alternative Path to Mastery Guides support leadership teams in working through the Milestones in the Path to Mastery. - The Path to Mastery is a strategic planning tool that identifies steps to stimulate ongoing growth for organizations. - The Eden Registry as a networking and idea generating resource. 1.2 Governance and Societal Responsibilities: A. Organizational Governance (1) Governance System How does your organization review and achieve the following key aspects of your governance system? - Accountability for the management’s actions - Fiscal accountability - Transparency in operations and selection of and disclosure policies for governance board members, as appropriate - Independence in internal and external audits - Protection of stakeholder and stockholder interests, as appropriate Person-directed care organizations are empowering. Empowerment involves openness and a willingness to share both what is going well and the challenges. With empowerment, comes accountability and responsibility. It cannot be held by senior leaders alone. The organization will be stronger and more effective by engaging others through open sharing, welcoming external audits, and educating all stakeholders. Those that govern the organization should be well-known within the organization. Principle Ten: Wise leaders are accountable to others for their actions. When they lead well, others follow them. - The Path to Mastery Milestones contain steps related to leadership openness and the engagement of the governing body. - Eden Alternative Path to Mastery Guide process supports the leadership team through the transformation process. - The Eden Registry as a networking and support system. - Several tools from the Path to Mastery present stories and ideas of how the role of leaders and managers transform through the persondirected care journey including the development of Leader Growth Plans. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Page 5 Award Criteria Connection to PersonCentered/Directed Care (2) Performance Evaluation How do you evaluate the performance of your senior leaders, including the chief executive? How do you use these performance evaluations in determining executive compensation? How do you evaluate the performance of members of your governance board, as appropriate? How do senior leaders and your governance board use these performance reviews to advance their development and improve both their personal leadership effectiveness and that of your board and leadership system, as appropriate? Person-directed care organizations are committed to the ongoing growth of all. The Elders are not the only ones who need growth plans. All care partners connected to the organization have plans to enable their ongoing growth. The plans are written to help individuals grow in ways that align with the mission, vision, and values of the organization and help further the persondirected care journey. Principle Ten: Leaders cannot expect others to grow unless they are willing to grow themselves. Growth plans start with the governing body and work their way throughout the organization. B. Legal and Ethical Behavior (1) Legal Behavior, Regulatory Behavior, and Accreditation How do you address any adverse impacts on society of your health care services and operations? How do you anticipate public concerns with current and future services and operations? How do you prepare for these impacts and concerns in a proactive manner, including conserving natural resources and using effective supply-chain management processes , as appropriate? The deeper the relationships and the stronger the empowerment across the organization, the more responsive and responsible care partners become. When they understand the impact decisions have on those around them, the larger community, the organization and the environment, the more ownership they take to act responsibly. Principle Ten: Wise leaders understand that they cannot be present all day, every day. They must teach others to act responsibly, to understand legal and ethical decision-making. They must listen and respond to the needs of all care partners to create an empowering organization. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Principle Nine: Ongoing growth is essential to creating a persondirected care environment. Principle Eight: Care partners can only be empowered if they clearly understand what is expected of them and how they contribute to the success of the organization. Resources, Education, Tools and Support from The Eden Alternative - The Eden Alternative has created the Paradigm Buster Packet, The Role of Job Descriptions & Performance Evaluations in Person-Directed Care to rethink traditional job descriptions (care partner roles) and performance evaluations (growth plans). - There are Path to Mastery Milestone tools on 360 degree feedback and leadership growth plans. -The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow leaders. - Facilitative Leadership: A Proven Approach to Improving Collaboration is a five-Part webbased training that teaches you how to be a facilitative leader. - Several tools from the Path to Mastery present stories and ideas of how the role of leaders and managers transform during the persondirected care journey. - Haleigh’s Almanac and Seed Packets have individual and team education materials related to leadership growth. Page 6 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - Starting in Milestone 1, the Path to Mastery addresses the ways that formal leaders use Learning Circles and other empowerment techniques to grow and engage all employee care partners. (Continued from previous page) What are your key compliance processes, measures, and goals for achieving and surpassing regulatory, legal, and accreditation requirements, as appropriate? What are your key processes, measures, and goals for addressing risks associated with your services and operations? (2) Ethical Behavior How does your organization promote and ensure ethical behavior in all interactions? What are your key processes and measures or indicators for enabling and monitoring ethical behavior in your governance structure, throughout your organization, and in interactions with patients, partners, suppliers, and other stakeholders? How do you monitor and respond to breaches of ethical behavior? Resources, Education, Tools and Support from The Eden Alternative In a person-directed care organization, leaders are present. They understand the saying “Show Don’t Tell.” They are out of their offices, building relationships, observing interactions, and making sure the systems are helping people to be their very best. They are a part of the neighborhoods, households, or families. They are sitting in on Learning Circles. Their door is always open. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: Show people how wise leaders act, don’t just tell them. -The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow leaders. - Facilitative Leadership: A Proven Approach to Improving Collaboration is a five-Part webbased training that teaches you how to be a facilitative leader. - Several tools from the Path to Mastery present stories and ideas of how the role of leaders and managers transform during the persondirected care journey. - Haleigh’s Almanac and Seed Packets have individual and team education materials related to leadership growth. - Starting in Milestone 1, the Path to Mastery addresses the ways that formal leaders use Learning Circles and other empowerment techniques to grow and engage all employee care partners. Page 7 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success C. Societal Responsibilities and Support of Key Communities (1) Societal Well-Being How do you consider societal well-being and benefit as part of your strategy and daily operations? How do you contribute to the wellbeing of your environmental, social, and economic systems? The movement to persondirected care is all about changing society’s perception of aging. The goal is to restore Elderhood to its rightful place. When you are engaged in creating a person-directed care organization you are contributing to the well-being of all care partners, the community you live in and the rest of society as well. Principle Three: Companionship stretches further than the doors of the organization. Volunteers, friends, and families can be a resource to spread the message of person-directed care and a more positive Elderhood out into the larger community. Resources, Education, Tools and Support from The Eden Alternative - The Path to Mastery Milestones 2 to 4 contains steps that address the connection of the Elder and their larger community. - Well-Being Assessment Tools Principle Four: Balancing the giving and receiving of care extends out into the larger community. Elders living in the home should be active members in their larger community, benefitting both the Elder and the community. Principle Five: The engagement of the larger community creates opportunities for variety and spontaneity. (2) Community Support How does your organization actively support and strengthen your key communities? What are your key communities? How do you identify these communities and determine areas for organizational involvement, including areas related to your core competencies? How do your senior leaders, in concert with your workforce, contribute to improving these communities and to building community health? Building community inside and outside the organization is an important aspect of persondirected organizations. Community includes the geographic community in which the organization resides, the community of organizations committed to person-directed care, the provider community in their state and the global community. Sharing the message of the benefits of person-directed care is an important responsibility. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: Wise leaders share the message of what they are doing to inspire others to join in the journey. Principle Nine: Support the growth of Elders everywhere. Principle Six: Commitment and engagement grows when people know they are a part of something bigger than themselves. - Eden Registry Members identify their strengths through the Path to Mastery and become well-known by networking and sharing their expertise with others. - Eden Alternative webinars are a way to share expertise. - Haleigh’s Almanac has ideas on how to reach out and create communities of support. Page 8 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success 2 Strategic Planning 2.1 Strategy Development: A. Strategy Development Process (1) Strategic Planning Process How does your organization conduct its strategic planning? What are the key process steps? Who are the key participants? How does your process identify potential blind spots? How do you determine your core competencies, strategic challenges, and strategic advantages (identified in your Organizational Profile)? What are your short- and longer-term planning time horizons? How are these time horizons set? How does your strategic planning process address these time horizons? In a person-directed care environment, the needs of the Elders and those closest to them really drives the strategic plan of the organization. If ideas being contemplated will not improve the well-being of those who live and work there, they can become a distraction and may actually drive the organization back toward the medical model of care. Learning Circles are an important tool in keeping the lines of communication open and ideas and feedback flowing throughout the organization. Deepening relationships helps uncover people’s simple pleasures and passions in order to inform future organizational plans. Formal and informal leaders work together to design action plans for change which include measures of success and the gathering of stories to determine if the action being taken is making a difference. Principle Ten: Wise leaders understand that a plan for action is a plan for growth. They are constantly listening, assessing, and gathering ideas for how the organization can grow. Leaders identify strengths within individuals, teams, the organization itself, and design systems that build on those strengths. Wise leaders recognize that they alone do not have all the answers. (2) Strategy Considerations How do you ensure that strategic planning addresses the key elements listed below? How do you collect and analyze relevant data and information pertaining to these factors as part of your strategic planning process? • Your organization’s strengths, weaknesses, opportunities, and threats. Person-directed care organizations are constantly stretching and growing themselves. They are thirsty for new ideas and new ways to bring forth the voice and choice of the Elders. They have a strong desire to be leaders in the movement, not followers. Principle Ten: Wise leaders listen well to the voices of those inside and outside the organization. They are proactive in their actions. Leaders grow other leaders and hardwire change into their systems and processes, so it stays in place long after key leaders depart. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Eight: All decisions belong to the Elders or those closest to them. Leaders understand that in order to drive person-directed care forward, all strategic planning needs to focus on improving the lives of those who live and work there. Resources, Education, Tools and Support from The Eden Alternative - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook, teaches about action planning and following through to hardwire change in place. - The steps in the Path to Mastery Milestones are strategic planning tools that identify both the strengths and challenges for the organization. - Eden Alternative Path to Mastery Guides support leadership teams in working through the Milestones in the Path to Mastery. Principle Nine: Promoting human growth requires some planning. It also requires a good deal of flexibility as needs change from day to day. Principle Nine: The organization must continue to stretch and grow, or it will stagnate. Principle Eight: Seeking new information, knowledge, skills, and training are a way to keep the organization agile and ready to adapt new ideas, as they come along. - Certified Eden Associate Training - GROWTH Model guiding questions - Eden Registry Networking Groups - Eden Alternative webinars. - Eden Alternative International Conference every two years - New information gathered through webinars, quarterly conversations with Dr. Thomas, e-newsletters, blogging - Eden Registry Networking Groups to stimulate new learning and ideas Page 9 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative (Continued from previous page) • Early indications of major shifts in technology, markets, health care services, patient and stakeholder preferences, competition, the economy, and the regulatory environment. • Long-term organizational sustainability, including needed core competencies, and projections of your future performance and your competitors’ or comparable organizations’ future performance. • Your ability to execute the strategic plan. B. Strategic Objectives (1) Key Strategic Objectives What are your key strategic objectives and your timetable for accomplishing them? What are your most important goals for these strategic objectives? One strategic goal for persondirected organizations is to be flexible and responsive to the needs of all care partners. Goals that further the persondirected care journey are strategic. The organization’s vision, and that of the larger person-directed care movement, helps guide leaders in setting strategic goals that will move their journey forward. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Nine: Growth comes out of setting realistic goals and plans to achieve them. Principle Six: Organizational goals should be meaningful to those who are helping accomplish them. Principle Two: All of the organization’s goals should be driving the organization closer to home. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook, teaches about action planning and following through to hardwire change in place. - The steps in the Path to Mastery Milestones are strategic planning tools that identify both the strengths and challenges for the organization. - Eden Alternative Path to Mastery Guides support leadership teams in working through the Milestones in the Path to Mastery. Page 10 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success (2) Strategic Objective Considerations How do your strategic objectives achieve the following? • Address your strategic challenges and strategic advantages • Address your opportunities for innovation in health care services, operations, and your business model • Capitalize on your current core competencies and address the potential need for new core competencies • Balance short- and longer-term challenges and opportunities • Consider and balance the needs of all key stakeholders • Enhance your ability to adapt to sudden shifts in your market conditions Organizations that embrace the values of person-directed care set themselves apart from the traditional medical model approach to Eldercare. Organizations committed to ongoing growth build on their strengths, looking for opportunities to incorporate new ideas into daily life in the home. Regularly held Learning Circles provide feedback to leaders to discern if they are making changes that meet the needs of all care partners. Principle Two: Creating home comes in all sizes and shapes. Person-directed care organizations create home in a way that is meaningful to those who live and work there. 2.2 Strategy Implementation: A. Action Plan Development and Deployment (1) Action Plan Development How do you develop your action plans? What are your key short- and longer-term action plans and their relationship to your strategic objectives? What are the key planned changes, if any, in your health care services , your stakeholders and markets (including your patient populations), your suppliers and partners , and how you will operate? Formal and informal leaders work together to design action plans for change which include measures of success and the gathering of stories to determine if the action being taken is making a difference. New ideas and goals should align with the organization’s person-directed care journey. Action plans take into consideration the input and needs of those impacted by their implementation. Principle Nine: There are three stages to implementing change: vision, education, and implementation. They interweave and build off of one another. All care partners play a role in each stage, most especially the implementation. The more engaged the care partners are, the more successful the outcomes will be. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Six: Introducing change should be meaningful to all care partners. Principle Nine: Growth happens in areas of strength more than areas of weakness. Capitalizing on strengths is a strategy that promotes growth for all. Resources, Education, Tools and Support from The Eden Alternative - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - Path to Mastery data collection from Eden Registry Members - International Research Team has data to support culture change efforts. - Eden Alternative Warmth Surveys - Well-Being Assessment Tools - The Eden Registry as a networking and support system - New information gathered through webinars, quarterly conversations with Dr. Thomas, e-newsletters, blogging - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Haleigh’s Almanac and the Path to Mastery have tools to help with action plan development. Page 11 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success (2) Action Plan Implementation How do you deploy action plans throughout the organization to your workforce and to key suppliers, partners, and collaborators, as appropriate, to achieve your key strategic objectives? How do you ensure that the key outcomes of your action plans can be sustained? Person-directed care organizations play to the strengths of all care partners, weaving their gifts and talents into the action plan implementation. When needed, outside expertise is sought to support action plan steps, thereby engaging the larger community as well. Principle Eight: It is through empowerment that people find their voice and their place in implementing and sustaining new changes in a person-directed care organization. (3) Resource Allocation How do you ensure that financial and other resources are available to support the accomplishment of your action plans, while meeting current obligations? How do you allocate these resources to support the accomplishment of the plans? How do you manage the financial and other risks associated with the plans to ensure the financial viability of your organization? Redesigning organizational systems, processes and empowering small teams of care partners aids in the wise use of limited resources. Blending roles and flattening the hierarchy makes the organization more flexible and able to adjust quickly when challenges arise. Persondirected care organizations are realizing financial benefits from their efforts. Principle Ten: Wise leaders teach stewardship skills to employee care partners through empowerment and team development. Listening to their ideas can help ensure that limited resources are used wisely to benefit the organization and those who live and work within it. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Resources, Education, Tools and Support from The Eden Alternative - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - The Path to Mastery --Milestone tools provide examples of how organizations enacted their action plans. - Eden Registry Networking Groups share ideas on plans they have developed and implemented, so organizations can learn from the experiences of others. - Eden Alternative Path to Mastery Guides help formal leaders by guiding their organization through action plan development and followthrough. - The Path to Mastery Milestone tools provide examples of how organizations empower care partners. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - Path to Mastery data collection from Eden Registry Members - International Research Team has data to support culture change efforts. Page 12 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success (4) Workforce Plans What are your key human resource or workforce plans to accomplish your short- and longer-term strategic objectives and action plans? How do the plans address potential impacts on your workforce members and any potential changes to workforce capability and capacity needs? Redesigning organizational systems and processes, empowering small teams of care partners, blending roles and flattening the hierarchy are key strategies that make person-directed care organizations more flexible and able to adjust quickly when challenges arise. Crosstraining care partners to understand each other’s roles is an important goal. Ongoing education is an important part of this effort. Principle Nine: Leaders emphasize the role of ongoing education, even when the budget is tight. Education opens people’s hearts and minds and gives them new skills, so they are successful in a person-directed care organization. (5) Performance Measures What are your key performance measures or indicators for tracking the achievement and effectiveness of your action plans? How do you ensure that your overall action plan measurement system reinforces organizational alignment? How do you ensure that the measurement system covers all key deployment areas and stakeholders? Leadership understands the value of evaluating success and areas of growth to ensure that they are moving in the right direction with persondirected care. They are aware of what is being focused on at a national level and the tools that are being provided to assist them in measuring their culture change journey (e.g. Artifacts of Culture Change Tool). Learning Circles provide opportunities for leaders to ask great questions and really listen to what people have to say. Leaders can make the connection between national quality measures being tracked and the person-directed outcomes their organization is seeking. Leadership understands how to weave data collection into their action plan. Principle Nine: Growth is an ongoing process for individuals and the organization. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Two: A person-directed care organization is creating home where people can validate the improvements they are making and understand the changes that still need to happen in personal, organizational, and physical transformation. Resources, Education, Tools and Support from The Eden Alternative - The Path to Mastery Milestones include many steps and tools related to growing the skills and capacity of all care partners. - Educational programs, tools, resources and webinars from The Eden Alternative, such as Certified Eden Associate Training, a trio package of kits that Registry Members can use to educate internally, Haleigh’s Almanac and Seed Packets. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - Path to Mastery data collection from Eden Registry Members. - International Research Team has data to support culture change efforts. - Eden Alternative Principles in Action Tool - Well-Being Assessment Tools - Eden Alternative Warmth Surveys - The Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. - The Eden Alternative is involved with organizations that are creating new tools to assess person-directed care progress. Page 13 Award Criteria (6) Action Plan Modification How do you establish and implement modified action plans if circumstances require a shift in plans and rapid execution of new plans? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Leadership understands the importance of creating a caring and warm climate that can react quickly during challenging times. Time and education has been invested into building close and continuing relationships between all care partners (Elders, employees, families and other stakeholders). Leadership has established clear and sustainable communication tools that encourage and promote high involvement of all care partners. Leadership understands the importance of being available to address questions and concerns 24/7 and to validate the changes that are being made to existing action plans. Principle Six: Through the creation of strong and caring relationships, spontaneous events, challenges and changes can happen without disrupting the flow of daily life. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Nine: Change will happen, is acknowledged and is expected in a culture change environment that is creating home, where life is worth living. Principle Ten: Leadership has put in systems, educational opportunities and communication tools that allow for action plan modification to happen quickly in response to changing conditions. Resources, Education, Tools and Support from The Eden Alternative - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook provides all care partners the tools to identify the steps needed to implement any type of change whether it takes a long time or happens quickly. People learn the process of action plan development and become comfortable with change. The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it provide an evaluation of current communication systems highlighting those that are working and those that need to be changed and establishing an action plan that puts in place good communication tools that facilitate rapid change. - Several tools from the Path to Mastery present stories and ideas of how the role of leaders and managers transform during the persondirected care journey. - Haleigh’s Almanac and Seed Packets have individual and team educational materials related to leadership growth. - The Eden Alternative has a close relationship with PHI Coaching & Consulting Services to teach communication skills to all care partners. - The use of language is promoted by The Eden Alternative in challenging times, in written and verbal form, through a variety of tools and resources. Page 14 Award Criteria Connection to PersonCentered/Directed Care B. Performance Projections for the key performance measures or indicators identified in 2.2a(5), what are your performance projections for both your short- and your longerterm planning time horizons? How does your projected performance on these measures or indicators compare with the projected performance of your competitors or other organizations offering similar health care services? How does it compare with key benchmarks, goals, and past performance, as appropriate? If there are current or projected gaps in performance against your competitors or comparable organizations, how will you address them? Leadership understands how to connect their vision and mission statements to the changes they project in the future. Leadership understands the value of evaluating success and areas of growth to ensure that they are moving in the right direction with person-directed care. They are aware of what is being focused on at a national level and the tools that are being provided to assist them in measuring their culture change journey (e.g. Artifacts of Culture Change Tool). Leaders can make the connection between national quality measures being tracked and the persondirected outcomes their organization is seeking. Leadership understands how to weave data collection into their action plan. As gaps arise in the movement toward the vision, leaders engage the empowered teams to modify the action plan steps to fill in the identified gaps. Principle Nine: Growth is an ongoing process. 3 Customer Focus 3.1 Voice of the Customer: A. Patient and Stakeholder Listening (1) Listening to Current Patients and Stakeholders How do you listen to patients and stakeholders to obtain actionable information? How do your listening methods vary for different patient groups, stakeholder groups, or market segments? In empowered, persondirected organizations, Elders are engaged. Life is instilled into Elder Council as they make real day-to-day decisions about how life flows in their home. Creating smaller living environments within the home deepens relationships and people are more comfortable expressing their needs. Regularly held Learning Circles facilitate open and honest sharing of ideas and solving of problems. Principle Eight: The greater the empowerment, the more the voice of all care partners is heard. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Principle Two: A person-directed care organization is creating home where people can validate the improvements they are making and understand the changes that still need to happen in personal, organizational, and physical transformation. Principle One: A person-directed care organization invests in changes that help to eliminate loneliness, helplessness, and boredom and creates a home where life is worth living. Principle Ten: Wise leaders have skills in active listening and asking good questions which opens up the opportunity to assure that meaningful outcomes are occurring. Resources, Education, Tools and Support from The Eden Alternative - Eden Registry Networking Groups enable peer-to-peer support and benchmarking. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - Path to Mastery data collection from Eden Registry Members. - International Research Team has data to support culture change efforts. - Eden Alternative Principles in Action Tool - Well-Being Assessment Tools - Eden Alternative Warmth Surveys - The Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. - The Eden Alternative is involved with organizations that are creating new tools to assess person-directed care progress. - IN2L, a value-added partner with The Eden Alternative, brings technology and social media close to the Elder. - Blogging via The Eden Alternative and ChangingAging. - Eden Alternative Warmth Surveys - Well-Being Assessment Tools - The Path to Mastery Milestones 2 to 4 contain steps, tools and examples of how to engage care partners and assess outcomes. Page 15 Award Criteria (Continued from previous page) How do you use social media and web-based technologies to listen to patients and stakeholders, as appropriate? How do your listening methods vary across the stages of patients’ and stakeholders’ relationships with you? How do you follow up with patients and stakeholders on the quality of services, patient and stakeholder support, and transactions to receive immediate and actionable feedback? (2) Listening to Potential Patients and Stakeholders How do you listen to former patients and stakeholders, potential patients and stakeholders, and competitors’ patients and stakeholders to obtain actionable information and to obtain feedback on your services, patient and stakeholder support, and transactions, as appropriate? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative Principle Three: Reaching out into the community, fostering new relationships not only help the Elders find the companionship they need but also provides a reservoir of ideas that can stimulate ongoing growth. - Milestones 2 to 4 contain steps that address the connection of the organization and their larger community. - Eden Registry postings on the Eden Alternative website make the organization visible to those seeking persondirected care environments. - Ideas for education and Learning Circles can be found in Haleigh’s Almanac, Seed Packets and the Milestone Toolkits. When care partners are empowered to make the decisions that impact their daily life they are more engaged. Leader involvement with the empowered teams and Learning Circles ensures that they are implementing solid ideas and achieving meaningful outcomes. Persondirected cultures see the person first before the disease which opens the door for even the frailest of Elders to be heard. Person-directed organizations are constantly looking for ways to grow and stretch themselves further. Leaders of these organizations understand that ideas have to come from within and from outside the organization. They create opportunities to invite the outside community in or be involved with larger community events, so that they can build relationships and gather the types of feedback they need to help the organization to grow. Learning Circles, focus groups and community presentations are just a few of the ways to get the information needed to help the organization grow. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Nine: Organizations that value growth are always seeking new ideas and feedback. Principle Eight: When people understand the vision you are seeking to realize, they are open to sharing their ideas, gifts and talents to help you be successful. Page 16 Award Criteria Connection to PersonCentered/Directed Care B. Determination of Patient and Stakeholder Satisfaction and Engagement (1) Satisfaction and Engagement How do you determine patient and stakeholder satisfaction and engagement? How do these determination methods differ among patient and stakeholder groups and market segments, as appropriate? How do your measurements capture actionable information for use in exceeding your patients’ and stakeholders’ expectations and securing your patients’ and stakeholders’ engagement? In person-directed care environments, if engagement and empowerment are a priority, the level of satisfaction for the Elder care partners is raised. You can measure this by how vocal they are, which often translates into increased complaints. Creating processes, like Learning Circles, where all care partner voices are heard, is very important. Acting on the information provided and giving them feedback on actions continues to solidify their commitment to speak up and be engaged. Neighborhood, household or family groupings within the home make care partners more comfortable to voice their needs, be more actively engaged and work together to solve challenges they are facing together. Providing skill development in effective meeting processes and problem-solving tools can empower teams to work together well as they strive to create home. Principle Six: When our efforts with others result in positive outcomes, it is meaningful to lend your voice and energy. (2) Satisfaction Relative to Competitors How do you obtain information on your patients’ and stakeholders’ satisfaction relative to their satisfaction with your competitors? In order for person-directed care organizations to grow, they need to get feedback on how they are doing internally and externally. The MDS 3.0 is designed to bring forth the voice and choice of the Elder to shape future planning for the organization. Comparing quality measure outcomes from MDS data with peer organizations provides a benchmarking opportunity. Principle Two: Home is where the needs of the individual are heard and honored. The closer an organization gets to creating home for everyone, the more comfortable the Elders become in expressing their needs. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Principle Nine: People are open to new ideas and willing to engage when the organization is warm (trust, generosity and optimism are high). Principle Ten: Wise leaders listen and ask good questions to draw out the voice of the care partners. Resources, Education, Tools and Support from The Eden Alternative - Eden Alternative Warmth Surveys - Well-Being Assessment Tools - Haleigh’s Almanac, Seed Packets and Path to Mastery Milestone tools give examples of how to use Learning Circles. - The Path to Mastery Milestone 3 focuses on moving decision-making into the hands of empowered care partner teams. Principle Three: When caring relationships are nurtured, people are willing to speak and listen so that needs are met. Principle Six: Life is filled with meaning when my voice and choice are heard and honored. - Eden Alternative Warmth Surveys, online survey response collection. - Well-Being Assessment Tools - The Eden Alternative Journey: Impacting the MDS 3.0 and the QIS Process paper. - 2009 Quality of Life Guidance and the Eden Alternative Principles paper. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. Page 17 Award Criteria (Continued from previous page) How do you obtain information on your patients’ and stakeholders’ satisfaction relative to the satisfaction levels of patients and stakeholders of other organizations providing similar health care services or to health care industry benchmarks, as appropriate? (3) Dissatisfaction How do you determine patient and stakeholder dissatisfaction? How do your measurements capture actionable information for use in meeting your patients’ and stakeholders’ requirements and exceeding their expectations in the future? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative The QIS survey process provides feedback to leaders about how they are doing in truly hearing and responding to the needs of the Elders. Attending conferences and presentations from other person-directed organizations provides benchmarking information for leaders. Principle Seven: We have to set aside preconceived notions about the capacity of an Elder to express their desires. When we are open to really hearing and sensing their needs we can respond to those unmet needs before we add medications and treatments. - Path to Mastery data collection from Eden Registry Members. - International Research Team has data to support culture change efforts. In order for person-directed care organizations to grow, they need to get feedback on how they are doing internally and externally. The MDS 3.0 is designed to bring forth the voice and choice of the Elder to shape future planning for the organization. Comparing quality measure outcomes from MDS data with peer organizations provides a benchmarking opportunity. The QIS survey process provides feedback to leaders about how they are doing in truly hearing and responding to the needs of the Elders. Learning Circles provide a safe environment to express concerns when relationships are strong. Principle Two: Home is where the needs and concerns of individuals are heard and honored. When people realize they are being heard and responded to, they open up and life gets better. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Eight: Empowered Elders have a voice and use it often and well. Recognizing and celebrating their life experiences facilitates their contributions to helping the organization create home. Principle Six: Life is filled with meaning when my voice and choice are heard and honored. Principle Eight: Empowered Elders have a voice and use it often and well to share both the good things and the not-so-good. - Eden Alternative Warmth Surveys, online survey response collection - Well-Being Assessment Tools - The Eden Alternative Journey: Impacting the MDS 3.0 and the QIS Process paper - 2009 Quality of Life Guidance and the Eden Alternative Principles paper - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements - Path to Mastery data collection from Eden Registry Members - International Research Team has data to support culture change efforts Page 18 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success 3.2 Customer Engagement A. Health Care Service Offerings and Patient and Stakeholder Support (1) Health Care Service Offerings How do you identify patient, stakeholder, and market requirements for health care service offerings? How do you identify and innovate service offerings to meet the requirements and exceed the expectations of your patient and stakeholder groups and market segments (identified in your Organizational Profile)? How do you identify and innovate service offerings to enter new markets, to attract new patients and stakeholders, and to provide opportunities for expanding relationships with existing patients and stakeholders, as appropriate? Healthcare professionals committed to person-directed care are always on the lookout for innovative ways to provide their services. They are not satisfied with the status quo. They stay updated on their professional field of expertise and can be the trendsetters that others are seeking to emulate. They look for what is going on in the larger community, outside of the medical model, and find ways to bring those ideas into their practice. They change their language, which helps change their mindset. For example, using a home health or visiting nurse approach, rather than a charge nurse; asking the person when they want their therapy session, rather than just fitting them into the existing schedule; and transforming from a therapy department to a wellness center. Principle Seven: Putting the person first and the disease or different ability second, opens the door to all kinds of new ways to provide needed medical services while focusing on the wholeness of the entire person. (2) Patient and Stakeholder Support How do you enable patients and stakeholders to seek information and support? How do you enable them to obtain health care services from you and provide feedback on your services and your support? What are your key means of patient and stakeholder support, including your key communication mechanisms? Person-directed care organization put relationships at the center of all they do. Caring relationships that grow out of consistent contact between Elder and employee care partners help ensure that needs are being expressed, met and exceeded. Welcoming rituals are crafted to weave the Elder and their family care partners into the social fabric of the home. Principle Three: We are more open when we have built consistent, caring relationships with those around us. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Six: Adapting to the rhythm of life and simple pleasures of each Elder brings meaning to all care partners. Principle Two: When we use the language of home, we move closer to our vision of home. Resources, Education, Tools and Support from The Eden Alternative - Eden Registry quarterly conversations with Dr. Thomas to stay on the cutting edge of person-directed care. - Haleigh’s Almanac and Seed Packets have tools to teach healthcare professionals about the Ten Principles. - Dementia Beyond Drugs, a 2day training and Reframing Dementia, a 1-day training, help shift people’s thinking about care provision in a person-directed care environment. - Path to Mastery Milestones 2 to 4 have steps and tools to help rethink the medical model paradigm. - The Eden Alternative continues to seek input from its customers about resources they need to grow. That includes bringing individuals with needed expertise together to create the necessary education materials. - The Path to Mastery Milestones 2 to 4 provide steps and tools to help grow empowered care partner teams, identify and implement simple daily pleasures, transform welcoming rituals conduct Learning Circles and identify new language. - Eden Alternative education and materials promote daily community meetings or gatherings to ensure all stakeholders are heard. Page 19 Award Criteria (Continued from previous page) How do they vary for different patient and stakeholder groups or market segments? How do you determine your patients’ and stakeholders’ key support requirements? How do you ensure that patients’ and stakeholders’ support requirements are deployed to all people and processes involved in patient and stakeholder support? (3) Patient and Stakeholder Segmentation How do you use patient, stakeholder, market, and health care service offering information to identify current and anticipate future patient and stakeholder groups and market segments? How do you consider patients and stakeholders of competitors and other potential patients, stakeholders, and markets in this segmentation? How do you determine which patient and stakeholder groups and market segments to pursue for current and future health care services? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success When they trust those around them, they are more likely to provide feedback that will increase their comfort. Person-directed care organizations use a different language to explain their services that feels more like home, rather than a hospital. Empowering small teams of care partners to identify and resolve issues and concerns as they arise ensures that everyone has the support they need. Principle Seven: Always place the needs of the person first. Governance and senior leaders understand the importance of their involvement and role in meeting the needs of the local community. This includes involvement in local community wide organizations as well as Elder support services. Active participation in professional and provider associations, culture change initiatives, state culture change coalitions, etc. keep them informed about how future health care services are evolving. Principle Ten: Wise leaders always stay a step ahead of where their organization is, bringing in new ideas and energy to the journey. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Eight: Giving care partner teams the information, knowledge, skill/training, resources and support they need helps them be responsive to the needs of the Elders. Principle Ten: Leaders are responsible for removing the barriers that prevent care partner teams from fully supporting one another. Principle Three: Creating strong relationships and involvement provides information to guide growth and community service for person-directed care organizations. Resources, Education, Tools and Support from The Eden Alternative - The Eden Alternative has a close relationship with PHI Coaching & Consulting Services to teach communication skills, including active listening, to all care partners. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook teaches about the importance of reaching out and connecting people in order to ensure change is successful. - Eden Registry Networking Groups provide innovative ideas from peers. - Business Consultants from The Eden Alternative help provide guidance to organizations. - The Eden Alternative is involved with Pioneer Network initiatives, providing information and support on the initiatives. - Path to Mastery Milestones 2 to 4 contain steps to help organizations recognize their expertise and teach others what they are learning. - The Eden Alternative supports state culture change coalitions to help them inform their stakeholders about cutting edge ideas in the culture change movement. - Dr. William Thomas is a forward=thinking leader in the culture change movement and co-founder of The Eden Alternative. Page 20 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - The Eden Alternative offers tools and resources such as marketing ideas, new language, the use of the trademark and a spot on the national website to inform consumers about the services Registry organizations offer. (Continued from previous page) (4) Patient and Stakeholder Data Use How do you use patient, stakeholder, market, and health care service offering information to improve marketing, build a more patient - and stakeholder -focused culture, and identify opportunities for innovation? Resources, Education, Tools and Support from The Eden Alternative Governance and senior leaders understand the importance of their involvement and role in meeting the needs of the local community. This includes involvement in local community-wide organizations, as well as Elder support services. Active participation in professional and provider associations, culture change initiatives, state culture change coalitions, etc. keep them informed about how future health care services are evolving. Leadership is aware of the new language that is being used in the culture change movement. Leadership understands the importance of looking for opportunities to educate others connected to their home about person-directed care. Leadership looks for opportunities to do case studies and research that can help bring new ideas into the world of Eldercare. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: Wise leaders always stay a step ahead of where their organization is at, bringing in new ideas and energy to the journey. Principle Three: Creating strong relationships and involvement provides information to guide growth and community service for person-directed care organizations. Principle Two: A person-directed organization understands the importance of creating an environment that promotes growth for those inside and outside of the organization. Principle Four: A person-directed care organization understands the importance of creating opportunities for people to be engaged, promoting, advocating, and educating others in the culture change journey. - Haleigh’s Almanc, Seed Packets, and the Path to Mastery contain tools to educate and engage the larger community in the culture change journey. - Eden Alternative educational offerings are open to everyone interested in furthering person-directed care across the care continuum. - Developing Eden Educators within the organization. - Growing Eden Mentors within the organization. - The Eden Alternative is involved with Pioneer Network initiatives, providing information and support on the initiatives. - Eden Registry Networking Groups to hear about innovative ideas from peers. - The Eden Alternative offers tools and resources such as marketing ideas, new language, the use of the trademark and a spot on the national website to inform consumers about their services. - The Eden Alternative offers opportunities for organizations to participate in research and case studies to validate new tools and test out new ideas. Page 21 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success B. Building Patient and Stakeholder Relationships (1) Relationship Management How do you market, build, and manage relationships with patients and stakeholders to achieve the following? - Acquire patients and stakeholders and build market share - Retain patients and stakeholders, meet their requirements, and exceed their expectations in each stage of their relationship with you - Increase their engagement with you Leadership understands that care means helping others to grow and this extends beyond the walls of the building. Person-directed care organizations are places where people want to come and spend time. Leaders invite the community to come in and hold their meetings, volunteer or just stop by for a cup of coffee. Governance and senior leaders understand and are involved in meeting the needs of the local community. This includes involvement in local community-wide organizations, as well as Elder support services. Leaders are connected with professional and provider associations, culture change initiatives in the area and the state culture change coalitions to keep informed about how future health care services are evolving. Leadership looks for opportunities to educate others connected to their home about person-directed care. Leadership finds opportunities to do case studies and research that can help bring new ideas into the world of Eldercare. Principle Ten: Wise leaders always stay a step ahead of where their organization is, bringing new ideas and energy to the journey. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Three: Creating strong relationships and involvement provides information to guide growth and community service for person-directed care organizations. Principle Two: A person-directed organization understands the importance of creating an environment that promotes growth for those inside and outside of the organization. Principle Four: A person-directed care organization understands the importance of creating opportunities for people to be engaged, promoting, advocating, and educating others in the culture change journey. Principle Five: When the community is comfortable coming to the home and being involved, the opportunities for variety and spontaneity increase. Resources, Education, Tools and Support from The Eden Alternative - The Eden Alternative offers resources that reach out and bring the Principles to life in the larger community such as Eden at Home, Embracing Elderhood, and Eden Apprentice (for youth). - The Eden Alternative has established value-added partnerships that assist organizations in meet and exceed expectations. - Eden Alternative tools and resources provide education, exercises and opportunity to grow strong relationships with all stakeholders. - The Eden Alternative offers educational presentations that assist organizations to tell their story to a variety of stakeholders. - Eden Registry Networking Groups provide new innovative ideas to increase engagement. - The Eden Alternative offers expertise in how to bring innovative ideas into your organization, such as child care center, pets, playgrounds and youth volunteers. - The Eden Alternative offers a trio package of ready-to-use educational kits for Registry Members. - Eden Registry Members can use the Eden Alternative logo and trademark to inform stakeholders that they see the world differently. Page 22 Award Criteria Connection to PersonCentered/Directed Care (2) Complaint Management How do you manage patient and stakeholder complaints? How does your patient and stakeholder complaint management process ensure that complaints are resolved promptly and effectively? How does your patient and stakeholder complaint management process enable you to recover your patients’ and stakeholders’ confidence and enhance their satisfaction and engagement? Building strong, caring relationships requires skills in dealing with conflicts in a positive manner. All care partners should have skills in resolving conflict and access to negotiators within the organization throughout the day. Leaders empower teams of care partners by giving them the skills to surface and address complaints when they occur. Caring relationships between all care partners (Elders, employees, families and other stakeholders) make it easier to identify issues before they grow out of proportion. Leaders recognize that complaints help with individual and team growth and to identify unmet needs. Learning Circles are a powerful tool to enable open sharing and conflict resolution. Principle Three: Caring companions know that they will not always get along, but they are willing to stick together through good times and bad. 4 Measurement, Analysis, and Knowledge Management 4.1 Measurement, Analysis, and Improvement of Organizational Performance A. Performance Measurement (1) Performance Measures How do you select, collect, align, and integrate data and information for tracking daily operations and overall organizational performance, including progress relative to strategic objectives and action plans? Leadership understands the value of evaluating success and areas of growth to ensure that they are moving in the right direction with persondirected care. They use their mission and vision statements to help guide them in identifying the appropriate measures to track. They are aware of what is being focused on at a national level and the tools that are being provided to assist them in measuring their culture change journey (e.g. Artifacts of Culture Change Tool). Learning Circles provide opportunities for leaders to ask great questions and really listen to what people have to say. Principle Nine: Growth is an ongoing process which requires meaningful feedback. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Principle Seven: Care means helping others to grow and this includes being willing to voice complaints in an effort to promote growth. Principle Eight: Empowering people includes equipping them with the skills they need to work well together. Principle Two: A person-directed care organization is creating home where people can validate the improvements they are making and understand the changes that still need to happen in personal, organizational, and physical transformation. Principle Ten: Leadership is committed to building strong action plans that will help the organization grow and sustain new culture change initiatives to help create home. Resources, Education, Tools and Support from The Eden Alternative - Path to Mastery Milestone 2 and 3 have steps and tools related to promoting active kindness and resolving conflict. - Haleigh’s Almanac has materials to help with conflict resolution. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - Path to Mastery data collection from Eden Registry Members - International Research Team has data to support culture change efforts. The team offers support and assistance for organizations that need to build a strong evaluation process. - Eden Alternative Principles in Action Tool - Well-Being Assessment Tools - Eden Alternative Warmth Surveys Page 23 Award Criteria (Continued from previous page) What are your key organizational performance measures, including key short-term and longer-term financial measures? How frequently do you track these measures? How do you use these data and information to support organizational decision making and innovation? (2) Comparative Data How do you select and ensure the effective use of key comparative data and information to support operational and strategic decision making and innovation? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Leaders can make the connection between national quality measures being tracked and the persondirected outcomes their organization is seeking. Leadership understands how to weave data collection into their action plan. They focus on measures related to personal, organizational and physical transformation. Their action plan states the frequency for tracking measures to assure they are accomplishing their goals. The action plan also includes the means to distribute the results and stories and use them to help sustain change and further improve the organization. Leaders are aware of what is being focused on at a national level and the tools that are being provided to assist them in measuring their culture change journey (e.g. Artifacts of Culture Change Tool). Leaders can make the connection between national quality measures being tracked and the persondirected outcomes their organization is seeking. Leadership understands how to weave data collection into their action plan. State survey reports inform leaders about areas of improvement that need to be measured and tracked. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Resources, Education, Tools and Support from The Eden Alternative - The Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. - The Eden Alternative is involved with organizations that are creating new tools to assess person-directed care progress. Principle Eight: Improving the Elders’ quality of life is the basis for identifying measures and data that are being tracked and compared to peer organizations. Principle Ten: The organization has a strong mission and vision statement that guide them in selecting data to measure. Principle Two: Leadership understands how the state and federal regulations assist them in creating a home that is safe for all care partners, empowers the Elders and assures their preferences and needs are heard and responded to. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - Path to Mastery data collection from Eden Registry Members - International Research Team has data to support culture change efforts. - The Eden Alternative Journey: Impacting the MDS 3.0 and the QIS Process paper. - 2009 Quality of Life Guidance and the Eden Alternative Principles paper. - The Path to Mastery Milestones provide steps and operational measures to help guide organizations along the path of person-directed care. Page 24 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - Eden Alternative Path to Mastery Guides and consultants can address individual organization needs and assist in the development of strategic action plans. (Continued from previous page) (3) Patient and Stakeholder Data How do you select and ensure the effective use of voice of - the - customer data and information (including complaints) to support operational and strategic decision making and innovation? Resources, Education, Tools and Support from The Eden Alternative The MDS 3.0 is designed to bring forth the voice and choice of the Elder to shape future planning for the organization. The QIS survey process provides feedback to leaders about how they are doing in truly hearing and responding to the needs of the Elders. Education is provided for all care partners to understand the communication tools and systems that ensure each individual is heard and needs are addressed even when they can no longer speak for themselves. Communication systems are evaluated regularly and improvements are incorporated into the action plans. Creating small, empowered teams of care partners means increased ability to listen and respond to the needs and preferences of the Elders. Learning Circles are a powerful tool to bring care partners together to listen and learn from one another. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Eight: The voice of the Elders comes to life when decisions are made by the Elders or those closest to them. Principle Three: Empowered care partner teams with strong, caring relationships are more committed and responsive. Principle Seven: When we know each other well and place genuine human caring ahead of treatment, the Elders’ needs become the center of our processes and practices. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - Path to Mastery data collection from Eden Registry Members - Eden Alternative Warmth Surveys - Well-Being Assessment Tools - The Eden Alternative Journey: Impacting the MDS 3.0 and the QIS Process paper. - 2009 Quality of Life Guidance and the Eden Alternative Principles paper. - The Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. - The Eden Alternative provides education that helps people understand persondirected care. Tools and resources are provided to help them grow themselves and others in the organization. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. Page 25 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success (4) Measurement Agility How do you ensure that your performance measurement system is able to respond to rapid or unexpected organizational or external changes? Leaders are constantly on the look out for ways to transform the people, organizational systems and physical structures to assure they can address the needs and preferences of those who live there, even when they change from day to day. Learning Circles provide a powerful tool to learn from others. By engaging all care partners (Elders, employees, families and other stakeholders) the newly designed systems will be more responsive and add value to daily life in the organization. Principle Three: When relationships are strong, we look out for each other when unexpected situations arise. Principle Nine: People that have been grown well are prepared to act quickly when unexpected changes happen. Principle Six: There is meaning in our work when we know we are performing well and prepared for whatever may happen next. B. Performance Analysis and Review How do you review organizational performance and capabilities? How do you use your key organizational performance measures in these reviews? What analyses do you perform to support these reviews and ensure that conclusions are valid? How do you use these reviews to assess organizational success, competitive performance, financial health, and progress relative to strategic objectives and action plans? Leadership understands that seeking out others to help evaluate their data collection can be important on the culture change journey. Leadership understands that individuals within the organization need education and support to be able to collect and analyze data. All outcome data should be measured against the vision of the organization to determine how much progress is being made. Leadership understands the importance of building into the budget the resources needed to support data collection. Good communication skills assure that information collected about outcomes and progress are accurately shared with all care partners. Principle Nine: Sometimes the most powerful allies for supporting change come from outside the organization. Seeking out experts and other perspectives helps bring the data collected into clearer focus. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Six: Data collection and analysis should include the human element so that it has meaning to those whom it informs. Principle Eight: People are empowered to bring about change when they have accurate information to guide their decisions. Principle Ten: Wise leaders use data wisely to accurately assess and engage others in the journey. Data cannot be held by a few; it needs to be shared with all care partners. Resources, Education, Tools and Support from The Eden Alternative - GROWTH: Six Steps to Implementing Change twoday workshop and workbook. - Path to Mastery Milestones contain steps and tools to support the education and empowerment of all care partners. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - The Eden Alternative provides education that helps people understand persondirected care. Tools and resources are provided to help them grow themselves and others in the organization. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - Path to Mastery data collection from Eden Registry Members - Eden Alternative Path to Mastery Guides and consultants can address individual organization needs around data collection and analysis and how they inform strategic action plans. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook include education about the importance of tracking data and assessing action plan progress at regular intervals. Page 26 Award Criteria (Continued from previous page) How do you use these reviews to assess your organization’s ability to respond rapidly to changing organizational needs and challenges in your operating environment? C. Performance Improvement (1) Best-Practice Sharing How do you use performance review findings to share lessons learned and best practices across organizational units and work processes? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative Storytelling and putting a human face on the data brings the Elder into the evaluation process. Building regular data collection into the action plan implementation assures that any missteps are recognized and addressed quickly. Person-directed care ideas, language and approaches do not stand apart from the systems and operations and outside influences on the organization. They form the foundation that enables the organization to be flexible and engage everyone in finding new solutions. Principle One: The ultimate measure of success is the wellbeing of all care partners and the elimination of loneliness, helpless and boredom. These goals should be woven into all the systems and processes the organization designs. - The Path to Mastery Milestones serve as a strategic planning tool pointing out times to celebrate and next steps to take on, capturing the story of progress along the way. Story gathering and sharing are communication tools used by person-directed care organizations to facilitate learning across the whole organization. Part of relationship building includes sharing stories of successes and challenges. Learning Circles provide the environment through which this sharing can occur. Persondirected care organizations have the opportunity to share the new ideas they are developing outside their organization through social media, conference presentations, webinars, websites and newsletters. The movement grows internally and externally, when we are all open to sharing our experiences with one another. Principle One: Organizations and the people within them are all susceptible to the Three Plagues. By creating a warm, caring, connected environment, people are able to share what they are learning about decreasing helplessness. - Eden Registry provides networking and support system, conference calls, networking groups and opportunities to share stories on the website, through social media and electronic newsletters. - Eden Alternative International Conference every two years is a chance to both share and learn from others on the journey. - The Eden Alternative assists Registry Members, Eden Mentors, and Educators to develop presentation proposals for state and national conferences, e.g. the Pioneer Network. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: Wise leaders invest in resources and create opportunities where lessons learned are shared across the organization. Principle Nine: Care means helping others to grow. This includes sharing what we are learning and the challenges we are facing. Page 27 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success (2) Future Performance How do you use performance review findings and key comparative and competitive data to project future performance? Person-directed care organizations celebrate their successes, but are not satisfied to rest on their laurels. They continue to seek out new ideas and stretch their vision further, keeping everyone in the loop of new thinking coming from the culture change movement. Principle Nine: Growth is an ongoing process. Without growth, there is no life. (3) Continuous Improvement and Innovation How do you use organizational performance review findings to develop priorities for continuous improvement and opportunities for innovation? How are these priorities and opportunities deployed to work group and functional-level operations throughout your organization? When appropriate, how are the priorities and opportunities deployed to your suppliers, partners, and collaborators to ensure organizational alignment? Person-directed care organizations are all about ongoing growth. Leaders are never satisfied with where they are today. Leaders seek out new ideas, bringing them back to the organization. They explore with the empowered teams how to take existing processes and make them more person-directed. Improvement ideas are shared with, and drawn from, the empowered teams through the use of Learning Circles. The teams determine if the idea can benefit the care partners and, if so, they design a plan of how to implement the idea. New goals are set and action plans are updated. Once a new idea is adapted within the organization, other stakeholders are sought out to determine if they have resources to help the teams. Principle Nine: Growth is an ongoing process of visioning, educating, implementing and evaluating, then stretching further. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Eight: Decisions need to happen close to the Elders using high involvement techniques to ensure that identified changes are needed, will benefit the care partners, and will lead the organization toward its vision. Principle One: Leaders are continually evaluating the quality of life of all care partners and ensure they are not suffering from the Three Plagues. Resources, Education, Tools and Support from The Eden Alternative - Eden Registry provides networking and support system, conference calls and networking groups are opportunities to learn from peers and pick up new ideas. - Eden Alternative International Conference every two years is a chance to both share and learn from others on the journey. - Eden Registry quarterly conversations with Dr. Thomas helps organizations envision the future. - Blogging and social networking opportunities to learn from others who are the leading edge of persondirected care. - Eden Registry quarterly conversations with Dr. Thomas challenge leaders to think beyond their current situation toward future possibilities. - Blogging and social networking opportunities to learn from those on the leading age of person-directed care. - The Path to Mastery Milestones serve as a strategic planning tool pointing out times to celebrate and next steps to take on. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training help grow formal and informal leaders. Page 28 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - The Eden Alternative offers presentation materials to educate all care partners. - Eden Alternative ValueAdded Partners understand the intent of person-directed care and have adapted their products and services to support this transformation process. Their services are a benefit for organizations on the Eden Registry. - The Path to Mastery Milestones contain steps about creating mission and vision statements and keeping them alive within and outside the organization. - The Eden Alternative opens all education to everyone interested in person-directed care. - The Eden Alternative provides resources to teach good communication systems to visualize implement and evaluate change processes. (Continued from previous page) 4.2 Management of Information, Knowledge, and Information Technology A. Data, Information and Knowledge Management (1) Properties How do you manage your organizational data, information and knowledge to ensure the following properties? - Accuracy - Integrity and reliability - Timeliness - Security and confidentiality Resources, Education, Tools and Support from The Eden Alternative Person-directed care organizations are successful because they have put systems and processes in place to assure that learning is happening across the organization. Information is freely shared and not held back as a source of personal power. Learning Circles are designed to help people learn from one another. Through empowerment and consistency, creative ways are found to share legacies, personal stories, preferences and simple daily pleasures to assure Elders’ needs are met, and their confidentiality is protected. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Nine: Creating a person-directed environment happens when people learn from one another freely and easily. That includes people inside and outside the organization. Principle Seven: Helping one another to grow (care) means assuring that all care partners have the information and knowledge they need when they need it. Principle Eight: Decisions cannot be moved into the hands of the Elders or those closest to them without providing people with the information and knowledge they need to be successful. Information systems must be designed so that they promote empowerment. - The Path to Mastery Assessment Tools are designed to capture the story of how change was implemented and each step was accomplished. - GROWTH: Six Steps to Implementing Change twoday workshop and workbook include education about the importance of reaching out and assuring everyone has the same information and understands current reality. - The Eden Alternative provides education in the three types of transformation and how they affect organizational systems and structures. Page 29 Award Criteria Connection to PersonCentered/Directed Care (Continued from previous page) Education on regulations and data collection systems assures all care partners have accurate information to perform their roles well. (2) Data and Information Availability How do you make needed data and information available to your workforce, suppliers, partners, collaborators, patients, and stakeholders, as appropriate? Leaders of person-directed care organizations understand that information is empowering. They work with teams to refine their communication systems to ensure that needed data and information is available in a timely and understandable manner. Communication systems need to include external stakeholders as well. Collaboration grows when everyone understands the goals and the plan to get there. Leaders also understand how to use social media to their advantage in sharing their story with others. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - Eden Alternative Path to Mastery Guides help leaders evaluate their communication methods and make improvements. - Eden Registry Networking Groups are opportunities to get new ideas about collecting and sharing data internally. Principle Nine: Sharing information helps people to grow and be engaged in the life of the organization. Principle Eight: Decisions need to happen close to the Elders using high involvement techniques to ensure that identified changes are needed, will benefit all care partners, and will lead the organization toward its vision. Principle One: Leaders are continually evaluating the quality of life of all care partners and assure they are not suffering from the Three Plagues. - The Path to Mastery Milestones serve as a strategic planning tool pointing out times to celebrate and next steps to take. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training help grow formal and informal leaders. - The Eden Alternative offers presentation materials to educate all care partners. - Eden Alternative ValueAdded Partners understand the intent of person-directed care and have adapted their products and services to support this transformation process. Their services are a benefit for organizations on the Eden Registry. - The Eden Alternative opens all education to everyone interested in person-directed care. - The Eden Alternative provides resources to teach good communication systems to visualize, implement, and evaluate change processes. Page 30 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - The Eden Alternative and ChangingAging.org blogs provide connections to those on the leading edge of persondirected care. (Continued from previous page) (3) Knowledge Management How do you manage organizational knowledge to accomplish the following? - The collection and transfer of workforce knowledge - The transfer of relevant knowledge from and to patients , stakeholders , suppliers, partners , and collaborators - The rapid identification, sharing, and implementation of best practices - The assembly and transfer of relevant knowledge for use in your innovation and strategic planning processes. Relationship based organizations are committed to helping people become well-known as quickly as possible. Welcoming rituals are designed to ensure that each new care partner (Elder, employee, family member or other stakeholder) finds their unique place in the social fabric of the organization. When we know people well, we can communicate more effectively and are motivated to do so quickly. We help our neighbors when they are struggling by sharing our talents and expertise. We personalize the information we are sharing to bring out the person first. Principle Three: As we know each other better, we communicate and deliver better care. B. Management of Information Resources and Technology (1) Hardware and Software Properties How do you ensure that hardware and software are reliable, secure, and user-friendly? Person-directed care organizations seek out technology providers that have flexible system designs and can weave in culture change language. The technology should be able to capture simple pleasures and preferences of the Elders. The technology needs to be accessible and user-friendly for those close to the Elders. Smart technology will save time with documentation, opening up time for building meaningful relationships. Principle Seven: Technology should promote and sustain genuine human caring ahead of treatment. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Eight: The sharing of information and knowledge in a timely fashion stimulates empowerment. Principle Seven: The sharing of important information includes medical information. Presenting that information by putting the person first enables genuine human caring to come before the mechanics of treatment. Principle Eight: Those that know if new technology works well are those who will be using it the most. Principle Nine: Technology should be designed to help people grow and support the culture change journey. - The Path to Mastery Assessment Tools are designed to capture the story of how change was implemented and each step was accomplished. - The Path to Mastery Milestones 2 and 3 have steps and tools to promote organizational learning. - Learning Circles are a powerful communication tool to promote the sharing of information, knowledge, experience and expertise. - Learning Circles are a powerful communication tool to engage care partners in assessing the value of technology. - Eden Registry Networking Groups are a way to share ideas and learn how others are using technology to their advantage. - Consultants are available to provide support to organizations implementing new technologies. Page 31 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success (2) Emergency Availability In the event of an emergency, how do you ensure the continued availability of hardware and software systems and the continued availability of data and information to effectively serve patients, stakeholders, and organizational needs? Leadership assesses and evaluates all systems to ensure that they are person-directed and provide accurate and applicable information to the Elders, or those closest to them throughout the whole organization. When evaluating hardware and software systems, the organization’s communication systems are evaluated at the same time. This includes evaluation of how empowered teams can access needed information when the power fails or other disruptions occur. Principle Two: In creating a home, all systems including technology are evaluated to ensure that they support the mission and vision of the organization. 5 Workforce Focus 5.1 Workforce Environment: A. Workforce Capability and Capacity (1) Capability and Capacity How do you assess your workforce capability and capacity needs, including skills, competencies, and staffing levels? Close, caring relationships foster an understanding of the strengths, gifts, talents and growth opportunities for each care partner. Developing empowered teams helps bring that knowledge closer to the Elders so it can be used to help improve their quality of life. Human Resource practices are designed to recognize strengths, develop growth plans and weave in persondirected care language. The blending of roles expands the human resource capacity for the organization. Principle Ten: Person-directed practices are not reserved for the Elders, everyone needs to be seen for their strengths and given opportunities to grow. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Seven: In creating a caring environment that provides treatment, all systems and hardware are evaluated on the basis of whether they help others to grow, promote collaboration between care partners and meet the needs of the Elders. Safety and regulations are always considered. Education is provided to all care partners to ensure they are aware of how to effectively use these tools and how to function should the technology fail. Principle Eight: Empowered teams bring forth the strengths of all on their team. When roles can be shared, the needs of the Elders can be met more completely. Principle Three: When we know each other well, we can deliver better care. Resources, Education, Tools and Support from The Eden Alternative - Consultants and peers to assist leaders in evaluating their technology and back-up systems. - Value-Added Partners, available to support Eden Registry Members, understand how to provide their services in a manner that furthers the evolution of person-directed care. - Eden Registry Networking Groups to share ideas and best practices around the use of technology. - The Path to Mastery Milestones contain steps that help guide the growth of empowered teams and individuals. - The Eden Alternative offers a trio package of ready-to-use educational kits for Eden Registry Members. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training help grow formal and informal leaders. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. Page 32 Award Criteria (2) New Workforce Members How do you recruit, hire, place, and retain new members of your workforce? How do you ensure that your workforce represents the diverse ideas, cultures, and thinking of your hiring and patient and stakeholder community? (3) Work Accomplishment How do you organize and manage your workforce to achieve the following? - Accomplish the work of your organization - Capitalize on the organization’s core competencies - Reinforce a patient, stakeholder, and health care focus - Exceed performance expectations - Address your strategic challenges and action plans Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success When you create a warm, caring organization, it attracts people, including potential new employee care partners. Person-directed care organizations work on empowering the Elder and employee care partners to participate in recruiting, hiring, retaining and disciplining care partners. This ensures that the care partners will be more successful once they join the organization. Switching from orienting to welcoming sends a clear message that something is different with this organization. Empowered teams, that have been a part of determining who their next team member will be, are committed to ensuring their success once they join the team. Wise leaders teach skills in hiring care partners with personal qualities that fit the organization’s culture. Principle Ten: Wise leaders understand the importance of growing others to be a part of bringing new care partners to the community. Leaders understand the value of creating a mission and vision statement and identifying core organizational values through a high involvement process. It assures that they become living, breathing tools that promote alignment across the organization. Ongoing education is an empowering tool that provides care partners the skills they need to always put the person first. Capturing and sharing stories of successful outcomes keeps people focused on the goals. Principle Ten: Leaders are committed to growing other leaders. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Eight: Wise leaders empower care partners to invest in the hiring and welcoming of new care partners to the organization. Only then, can their success be assured. Principle Three: Caring relationships can begin the moment someone walks through the front door. Creating a welcoming organization brings in many opportunities for companionship. Principle Eight: When given the information, knowledge, skills/training, resources, and support they need, care partners become strong assets to an organization’s success. Principle Nine: Growth is an ongoing process of visioning, educating, implementing, and evaluating. Resources, Education, Tools and Support from The Eden Alternative - The Path to Mastery Milestones 3 and 4 contain steps and tools about empowering care partners in Human Resource practices. - Eden Alternative Path to Mastery Guides and consultants can assist leaders in bringing person-directed care ideas into their Human Resource processes. - The Eden Alternative has created the Paradigm Buster Packet, The Role of Job Descriptions & Performance Evaluations in Person-Directed Care to rethink traditional job descriptions and performance evaluations. - The Path to Mastery Milestone Assessment Tools can be used for strategic planning, to recognize areas of expertise in the organization and to capture the stories of success and challenges. - The Path to Mastery Milestones 1 and 2 have steps and tools to guide leaders in creating high involvement processes to create the mission and vision statements. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. Page 33 Award Criteria Connection to PersonCentered/Directed Care (Continued from previous page) Care partners within persondirected care organizations are never satisfied; they are always striving to get even better at what they do best. (4) Workforce Change Management How do you prepare your workforce for changing capability and capacity needs? How do you manage your workforce, its needs, and your needs to ensure continuity, prevent workforce reductions, and minimize the impact of workforce reductions, if they do become necessary? How do you prepare for and manage periods of workforce growth? Leaders in person-directed care organizations understand that employee care partners need to be equipped to meet a variety of needs for the Elders. The more skills the care partners acquire, the more flexible the organization can be during challenging times as well as during times of growth. Moving decisions close to the Elder ensures that those impacted by challenging times have a voice in deciding how best to address the challenge. Eden Alternative’s PrincipleBased Foundation for Success - Eden Alternative Path to Mastery Guides support leaders in identifying organization strengths and opportunities for growth. Principle Ten: Leaders move from a management role to a servant leadership role, learning how to ask great questions and draw forth the experiences of all care partners to help the organization during the good and the bad times. Principle Eight: Equipping care partners to be successful in changing times decreases their stress. Principle Six: We are committed to implementing decisions when they are meaningful to us; when we have had a voice in creating them. Principle Three: We recognize and celebrate relationships that are growing and those that are ending. B. Workforce Climate (1) Workplace Environment How do you address workplace environmental factors, including accessibility, to ensure and improve workforce health, safety, and security? What are your performance measures and improvement goals for each of these workforce needs? Skill development in creating healthy relationships promotes a healthy workplace. Employee care partners should have skills in conflict resolution, team problemsolving, and goal setting. If an organization is doing well in creating a healthy, and safe, work environment, they should see outcomes such as: - Lower turnover of employees - A waiting list of potential employees The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Resources, Education, Tools and Support from The Eden Alternative Principle Three: Close and caring relationships are important to creating a healthy workplace. Principle Four: Everyone needs to have a healthy balance between care giving and receiving, including formal leaders. Principle Eight: When we are empowered to work together well, we look out for one another and ensure we each feel safe and secure. - Haleigh’s Almanac contains self-study materials to help grow leadership capacity. - The Path to Mastery Milestones 3 and 4 contain steps and tools to assist with the blending of roles across an organization. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook to understand methods and systems to put in place to help people deal with change. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - The Eden Alternative provides education in the three types of transformation and how they affect organizational systems and structures. - Eden Alternative Warmth Surveys - Pre-design consultant from The Eden Alternative helps organizations examine their physical environment. - Eden Registry Networking Groups share ideas on how to create healthy work environments. Page 34 Award Criteria (Continued from previous page) What are any significant differences in these factors and performance measures or targets for different workplace environments? Connection to PersonCentered/Directed Care - Reduced absenteeism - Increased well-being of employee care partners There are factors that influence this success such as: - Empowerment of hands-on care partners - Focus on Elder preferences and needs - Depth of relationships among those that surround the Elders daily - Commitment of formal leaders to prioritize persondirected care approaches Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative Principle Five: An Elder-centered community imbues daily life with variety and spontaneity by creating an environment in which unexpected and unpredictable interactions and happenings can take place safely. - The Eden Alternative is involved with Pioneer Network and CMS-funded projects related to regulations and culture change. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - The Paradigm Buster Series is composed of resource packets contain new ideas to help drive change deep in the organization. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training focus on changing how leadership sees their role in empowering others. - The Path to Mastery Milestones contain steps that focus on new language and care partner involvement in Human Resource functions. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. (2) Workforce Policies and Benefits How do you support your workforce via policies, services, and benefits? How are these tailored to the needs of a diverse workforce and different workforce groups and segments? Leaders support the integration of new language in all documentation that promotes the strengths of all care partners, employees and Elders. Leaders understand the importance of growing small, empowered teams, where education and involvement in the organization’s policies, services and benefits are promoted. Principle Six: By exploring new approaches that meet the needs of employee care partners, a strong caring environment is created where all care partners are invited to share their knowledge and skills no matter what their job title. 5.2 Workforce Leadership has taken the time Principle Ten: Leadership The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle One: Leadership understands that employee care partners can also suffer from the Three Plagues. By high involvement, leadership becomes aware of the communication tools and new ways of empowering others that celebrates care partner diversity. - The Path to Mastery Page 35 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Engagement: A. Workforce Performance (1) Elements of Engagement How do you determine the key elements that affect workforce engagement? How do you determine the key elements that affect workforce satisfaction? How are these elements determined for different workforce groups and segments? to educate themselves about: - Personality types - Adult learning styles - Communication styles - Group dynamics - Evaluating organizational warmth - Their leadership style and its impact on the organization - The leadership team’s impact on the organization understands its role and the power they have in determining the warmth of the organization and the amount of empowerment that each care partner and team will have within the organization. Systems are in place that enable leaders to regularly evaluate and determine the warmth of the organization. These evaluations include the smaller parts of the organization (e.g. neighborhoods, departments, Elders, families), as well as the whole organization. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Four: Leadership understands their impact in helping others feel engaged and empowered to help the organization to grow and sustain an environment where life is worth living for all. Principle Nine: Leaders model the way through ongoing personal and team growth, sharing what they are learning and their growth plans with others. They are also open to receiving feedback in the spirit of ongoing growth and development in their role. Resources, Education, Tools and Support from The Eden Alternative Milestone 2 steps and tools focus on the formal leaders engaging care partners throughout the organization in the journey. - Eden Alternative Path to Mastery Guides and consultants support senior leaders in their culture change efforts. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training helps leaders understand their role and how to empower others. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook helps all care partners understand a method to bring about change. - Haleigh’s Almanac contains materials about empowerment and engagement. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. = The Eden Alternative provides the opportunity for organizations to grow Eden Educator. = Eden Registry data collection and research found on The Eden Alternative and Pioneer Network websites can help gauge the success of improvements. - Eden Alternative Warmth Surveys Page 36 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. - Well-Being Assessments Leadership that drives organizations through persondirected care creates an organizational culture that provides systems, tools and education to all care partners. They promote open communication and high involvement that meets and exceeds the expectations of those living and working there. Principle Ten: Leadership has created systems and a warm environment where each individual feels safe to share their skills and knowledge. Leadership understands the need to show others, not just tell them what is expected. - The Ten Principles of the Eden Alternative - Certified Eden Associate Training - The Path to Mastery Milestone accomplishments lead organizations through the culture change process. - Eden Alternative Path to Mastery Guides and consultants support senior leaders in their culture change efforts. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - Decision rings and other tools to bring about empowerment can be found in Haleigh’s Almanac. - Learning Circles are a powerful tool to honor diversity and bring forth new ideas. (Continued from previous page) (2) Organizational Culture How do you foster an organizational culture that is characterized by open communication, high performance work, and an engaged workforce? How do you ensure that your organizational culture benefits from the diverse ideas, cultures, and thinking of your workforce? Principle Eight: The organizational chart reflects that decisions are made by the Elders or those closest to them. Systems are put in place to support the empowerment of all. Principle Two: All members of a home have the right and need to be involved in creating home. Principles Three, Four and Five: Creating an environment where companionships matter, care is balanced, and flexibility is woven into the fabric of the organization, brings forth new ideas. (3) Performance Person-directed care The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Two: Leaving the - The Path to Mastery Page 37 Award Criteria Connection to PersonCentered/Directed Care Management How does your workforce performance management system achieve the following? - Support high performance work and workforce engagement - Consider workforce compensation, reward, recognition, and incentive practices - Reinforce a patient stakeholder, and health care focus and achievement of your action plans organizations tailor their systems and processes to be responsive to the Elders’ needs and to learn about the employee care partners’ unique needs and motivations. Rewards and celebrations are designed to highlight the uniqueness of individuals and teams. Performance evaluations turn into growth plans that build on each individual’s strengths. It is through the strengths of the people who live and work in the organization, that leaders are confident sharing their organization’s success with others, including national awards and recognition opportunities. institutional model of care behind provides many opportunities for celebrations, awards, and recognition. People achieve high levels of success because they are provided the information, knowledge, skills/training, resources and support they need to be engaged. Ongoing education and growth of each individual is important to assure they have the skills needed to be committed to the journey. Principle Seven: Care is defined as helping another to grow. Everyone needs care and an environment based on that value promotes high engagement and positive outcomes. B. Assessment of Workforce Engagement (1) (1) Assessment of Engagement How do you assess workforce engagement? What formal and informal assessment methods and measures do you use to determine workforce engagement and workforce satisfaction? The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Principle One: Through the hard work of eliminating loneliness, helplessness, and boredom, many rewards and recognitions can be given out within the organization and achieved on a national level. Principle Ten: Moving toward person-directed care will highlight formal and informal leaders within the organization that deserve special recognition and rewards for creating a better world for all of us. Principle Six: When we are focused on empowerment and what is meaningful for each individual and team in the organization, each day presents new opportunities to celebrate. Principle Three: It is through relationships that we gain trust in one another. When we trust we are at our best and commit to helping one another through good and bad times. Resources, Education, Tools and Support from The Eden Alternative Milestone accomplishments include steps and tools on new language, blending of roles, rewards and recognition process. - The Eden Alternative has created the Paradigm Buster Packet, The Role of Job Descriptions & Performance Evaluations in Person-Directed Care to rethink traditional job descriptions and performance evaluations. - The Eden Registry recognizes organizations that are on the person-directed journey publicly. - Eden Alternative Awards are given at the international Conference every two years. - Eden Alternative Path to Mastery Guides and consultants support senior leaders in their culture change efforts. - Eden Registry Members are invited to be a featured webinar guest to share their stories with others. - Eden Registry Networking Groups provide opportunities to teach and learn from peers. - Developing Eden Educators within the organization to help grow other people. - Milestones 2 through 4 in the Path to Mastery outline steps, and provide tools, for formal and informal leaders to create engaged and high performing employee care partner teams. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook provides a conversation framework to teach all care partners how to effectively engage in the change process. Page 38 Award Criteria (Continued from previous page) How do these methods and measures differ across workforce groups and segments? How do you use other indicators, such as workforce retention, absenteeism, grievances, safety, and productivity, to assess and improve workforce engagement? (2) Correlation with Organizational Results How do you relate your workforce engagement assessment findings to key organizational results reported in category 7 to identify opportunities for improvement in both workforce engagement and health care results ? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative In this environment, leaders are constantly assessing what the employee care partners will need next and removing any barriers to their success. They are also focused more on helping people to grow from their strengths rather than focusing on their weaknesses. This promotes a safe environment that engages people. Learning Circles are a powerful tool used regularly by leaders to stay in touch with what care partners need on a daily basis. Being out and about, nurturing relationships are another key attribute of leaders that foster a high level of engagement of care partners. Examples of measurements of success could include: - Participation in team meetings - Absenteeism - Retention - Satisfaction and warmth surveys - Well-Being assessments - Reduced recruitment costs - Volunteerism Principle Eight: Empowered care partners understand the mission and vision of the home and have the data they need to assess their success and hold one another accountable to helping achieve team goals. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training offer tools for leaders to help them grow other leaders. - The Eden Alternative has created the Paradigm Buster Packet, The Role of Job Descriptions & Performance Evaluations in Person-Directed Care to rethink traditional job descriptions and performance evaluations. - Eden Alternative Warmth Surveys - Well-Being Assessments - The Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. - The Path to Mastery incorporates annual data collection from all Registry organizations to provide a pool of data for measuring culture change outcomes. When relationships are strong, and empowerment is thriving, and people have the information they need to make informed decisions, the organization’s well-being will improve and thrive. The stronger the individuals connected to the organization become, the stronger the organization becomes. Principle Ten: Leaders understand that by focusing on the care partners (Elders, employees, family members and other stakeholders) they will achieve better organizational results. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: You have to be present to be able to assess what is happening and what is needed. Wise leaders are visible and engaged throughout the day, demonstrating the commitment they ask of others. Principle Seven: When you take care of the people in the organization, you take care of the organization too. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training offer tools for leaders to help them grow other leaders. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - The Path to Mastery incorporates annual data collection from all Registry organizations to provide a source of outcomes. Page 39 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - Eden Alternative Path to Mastery Guides and consultants support senior leaders in their culture change efforts. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Eden Registry data collection and research found on The Eden Alternative and Pioneer Network websites can help gauge the success of improvements. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. (Continued from previous page) C. Workforce and Leader Development (1) Learning and Development System How does your learning and development system address the following factors for your workforce members and leaders? - Your organization’s core competencies, strategic challenges, and accomplishment of its action plans, both shortterm and long-term - Organizational performance improvement and innovation - Ethical health care and ethical business practices - Patient and stakeholder focus Resources, Education, Tools and Support from The Eden Alternative Leadership understands the need to budget and reinforce educational opportunities to diversify the skill set of each care partner to the best of their ability. Leadership understands the need to do this both through formal and informal methods. All formal leaders have high involvement and commitment to be engaged in the educational system implementation. Leaders base educational needs on the mission and vision of the organization and the growth of all care partners. Leaders are committed to creating a learning organization where the legacy of experience of all care partners is valued and shared. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: The Eden Alternative’s goal is that everyone sees themselves as a leader and has the tools and knowledge needed to perform as a leader. Principle Eight: Knowledge is shared between formal and informal professionals in an effort to ensure good decision-making and ongoing growth. Principle Four: Helping others to grow and be their very best is a way to overcome the helplessness that can occur inside a medical model organization. - Ongoing education and development of care partners is included in all Path to Mastery Milestones. - Eden Alternative Path to Mastery Guides and consultants support senior leaders in their educational efforts. - The Eden Alternative has created the Paradigm Buster Packet, The Role of Job Descriptions & Performance Evaluations in Person-Directed Care to rethink traditional job descriptions and performance evaluations. - Haleigh’s Almanac, Seed Packets and the Eden Alternative website have educational resources and educational opportunities for organizations. Page 40 Award Criteria (Continued from previous page) - Their learning and development needs, including those that are self-identified and those identified by supervisors, managers, and senior leaders - The transfer of knowledge from departing or retiring workforce members - The reinforcement of new knowledge and skills on the job Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Sharing each other’s professional knowledge with all care partners is part of the fabric of the organization, recognized and rewarded. New language reinforces the culture change journey that the organization is on. Resources, Education, Tools and Support from The Eden Alternative - Eden Registry Networking Groups provide peer to peer education. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training offer tools for leaders to help them grow other leaders. - Facilitative Leadership: A Proven Approach to Improving Collaboration is a five-part webbased training teaches you how to be a facilitative leader. (2) Learning and Development Effectiveness How do you evaluate the effectiveness and efficiency of your learning and development system? Leaders understand that in order for person-directed care to grow and thrive it needs to be woven into everything that happens in the organization. Evaluating the effectiveness of learning and development approaches has to include defining how to turn learning into action when creating a person-directed care environment. Strong care partner skills mean improved quality and organizational well-being. Principle Nine: Growth happens when we can turn our learning into action and teach others through role modeling. - Ongoing education and development of care partners is included in all Path to Mastery Milestones. - Eden Alternative Path to Mastery Guides and consultants support senior leaders in their educational efforts. - Haleigh’s Almanac, Seed Packets and the Eden Alternative website have educational resources and educational opportunities for organizations. - Eden Registry Networking Groups are an opportunity to check in with peers on how they evaluate the effectiveness of their educational efforts. (3) Career Progression How do you manage effective career progression for your entire workforce? How do you accomplish effective succession planning for management and leadership positions? Being a care partner is a professional calling that is honored and raised to a higher level in a person-directed care organization. Leaders are in the business of recognizing and growing more leaders for the journey. Principle Nine: Ongoing growth of all in their chosen calling is important and brings meaning to the work they do. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training offer tools for leaders to help them grow other leaders. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: Leaders are responsible for growing other leaders. It is their calling and their legacy. Page 41 Award Criteria (Continued from previous page) 6 Operations Focus 6.1 Work Systems A. Work System Design (1) (1) Design Concepts How do you design and innovate your overall work systems? How do you capitalize on your core competencies? How do you decide which processes within your overall work systems will be internal to your organization (your key work processes) and which will use external resources? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Only then can they be assured that they will leave a legacy of success that cannot be easily unraveled. The person-directed care journey requires transformation of organizational systems and process. You can change the physical environment, even transform the individuals within that environment, but if the way they are asked to work together keeps them tied to the medical model, persondirected care will not grow. Organizational systems and processes need to be balanced between the way we do things at home and what is being asked by the regulatory and professional standards. The Elder care partner, their needs, goals and preferences need to be central to the design of new organizational systems and processes. External resources need to be educated and informed about persondirected care approaches so that they further your journey, rather than slow you down. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Resources, Education, Tools and Support from The Eden Alternative - Facilitative Leadership: A Proven Approach to Improving Collaboration is a five-part webbased training that teaches you how to be a facilitative leader. - The Path to Mastery Milestones 2 and 3 contain steps and tools that guide leaders in growing other leaders. - Haleigh’s Almanac and Seed Packets have individual and team education materials related to leadership growth. Principle Eight: All system design decisions belong as close to the Elder as possible. If the systems are not supporting the needs and desires of the Elders, then they are not person-directed. Principle Ten: Leaders understand that they set the policies and practices that determine how deeply persondirected care practices will be woven into the daily life of the home. - Eden Alternative Path to Mastery Guides and consultants work with organizational leaders to assist them in developing new systems and processes. - Eden Registry Networking Groups enable peer-to-peer sharing of innovative organizational system changes. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Life Worth Living and The Eden Alternative Handbook offer ideas for transforming systems and processes. - The Eden Alternative Test can be used to assess the value of internal and external resources. - Haleigh’s Almanac offers examples of organizational chart redesigns. - Pre-design consultants for both organizational and physical transformation. - The Path to Mastery Milestones guide organizations toward deep system changes. Page 42 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training offer tools to help leaders use good decision-making processes. (Continued from previous page) (2) Work System Requirements How do you determine key work system requirements, incorporating input from patients, stakeholders, suppliers, partners, and collaborators, as appropriate? What are the key requirements for these work systems? Leaders need to have a strong understanding of active listening, gathering information, and putting that information to use in designing new work systems. Any systems they help design should be focused on growth and meeting care partner needs. Learning Circles are a powerful tool for gathering input, sharing information, solving problems, and building relationships with all care partners and other stakeholders. When leaders listen and ask more questions than offering answers, discovering what is needed in organizational system design becomes easier. Creating small teams of empowered care partners enables system designs to be more flexible and responsive to the needs of the Elders. Community meetings (residential meetings) are valued and used as a means to listen and gather information. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Resources, Education, Tools and Support from The Eden Alternative Principle Eight: Those who use the systems and processes in an organization the most know best how they should be designed. Principle Ten: Wise leaders understand that their role is to ask great questions and listen more than provide the answers. Principle Three: Through the creation of strong, caring relationships you create a safe environment where Elders are willing to speak up and share their ideas and knowledge. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Eden Alternative Path to Mastery Guides and consultants work with organizational leaders to assist them in developing new systems and processes. - Reframing Dementia, a 1-day training, can help care partners value the wisdom of people living with dementia. - The Path to Mastery has steps and tools to guide the movement of decisions closer to the Elder and empowering all care partners in designing systems that are flexible and responsive. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Pre-design consultants for both organizational and physical transformation. Page 43 Award Criteria B. Work System Management (1) (2) Work System Implementation What are your organization’s work systems? How do you manage and improve your work systems to deliver patient and stakeholder value and achieve organizational success and sustainability? Connection to PersonCentered/Directed Care Leaders take active steps to assess what their work systems are and evaluate the changes needed to help their organization to improve and help all stakeholders to grow. Leaders seek out experts who have embraced the concepts of person-directed care, and have made deep system changes, as a resource to generate new ways of delivering services. Systems changes are always centered on the needs of the Elder care partners, not employee or organizational efficiencies. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Principle Eight: Leadership honors and acknowledges that decisions should be driven by the Elders or those closest to them in creating new work systems. Principle Ten: Wise leadership seeks out advice from others to help them grow and improve the current organizational structures. Principle Nine: All stakeholders have the knowledge that change happens and will impact them personally, the ways they do their tasks and how they view the world. Resources, Education, Tools and Support from The Eden Alternative - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Learning Circles as a communication tool to evaluate and improve work systems. - Eden Alternative Path to Mastery Guides and consultants work with organizational leaders to assist them in developing new systems and processes. - Reframing Dementia, a 1-day training, can help care partners value the wisdom of people living with dementia. - The Path to Mastery has steps and tools to help leaders move decisions closer to the Elder and empower all care partners in designing systems that are flexible and responsive. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Pre-design consultants for both organizational and physical transformation. - Tools and resources provided through Certified Eden Associate Training, other resources and educational opportunities. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it offer tools to help leaders engage others in work system changes. Page 44 Award Criteria Connection to PersonCentered/Directed Care (2) Cost Control How do you control the overall costs of your work systems? How do you prevent rework and errors, including medical errors and unintended harm to patients? How do you minimize the costs of inspections, tests, and process or performance audits, as appropriate? Leadership is willing to share budget information with all stakeholders and involve them in the decisions of how the money should be spent. Leaders need to have strong active listening skills, so they can gather information and put it to use engaging others in being good stewards of the organizational resources. Learning Circles are a powerful tool for gathering input, sharing information about cost and work systems with all care partners and other stakeholders, so they can use their resources more wisely. When leaders listen and ask more questions than offering answers, they draw forth the creativity of the care partners in using resources wisely. When care partners are invested in the organization, they are willing to go further to save costs and help the organization grow strong. Creating small teams of empowered care partners enables leadership to empower others to take responsibility for their own portions of the overall budget. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Principle Eight: Those who use the systems and processes in an organization can participate in decision-making about the budget when given the resources and the education they need. Principle Ten: Wise leaders understand that their role is to ask great questions, listen more than provide the answers, and provide the education and tools people need to be involved in decision-making. Principle Three: Through the creation of strong, caring relationships, you create a safe environment where people are willing to take on new responsibilities, including assisting with the budget when provided with the resources and tools they need. Principle Four: Care partners need the opportunity to care for the organization and the formal leaders, as much as they care for the Elders. Principle Seven: Systems are in place to ensure people receive good treatment, which is balanced with good care (helping them to grow). Resources, Education, Tools and Support from The Eden Alternative - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook has tools to help leaders hardwiring change in place. - Learning Circles are a communication tool that draws forth the wisdom of all care partners. - Eden Alternative Path to Mastery Guides and consultants work with organizational leaders to assist them in wise resource utilization. - The Path to Mastery Milestones contain steps and tools to help leaders move decisions closer to the Elder and empower all care partners in designing systems that are cost effective, flexible and responsive. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Pre-design consultants for both organizational and physical transformation. - The Eden Alternative offers a variety of tools and resources to enable organizations to provide needed education within their budget. - The Eden Alternative offers the opportunity for organizations to grow an Eden Educator which often cuts education costs by almost 50%. - Haleigh’s Almanac has information about fund raising, grant writing and engaging the community. Page 45 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. (Continued from previous page) C. Emergency Readiness How do you ensure work system and workplace preparedness for disasters or emergencies? How does your disaster and emergency preparedness system consider prevention, management, continuity of operations for patients and the community, evacuation, and recovery? Resources, Education, Tools and Support from The Eden Alternative Person-directed ideas, tools, and education are driven throughout the organization’s structures, including preparations for disasters and emergencies. Leaders consistently reinforce that care means helping others be prepared for many circumstances, both in the work environment and their own homes. Through mandatory in-services, where person-directed concepts are emphasized, leaders can create an environment where people understand the importance of caring relationships through challenges and disasters. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle One: Through strong caring relationships, where people know each other well and are taken care of, people will take the extra steps needed when responding in an emergency situation. Principle Nine: The ongoing process of educating all stakeholders in mandatory inservices that include preparations for emergencies shows others that you care about their health and safety. Principle Three: Leadership emphasizes that education provided for emergency and disaster preparation does not only belong in the workplace, but also in the care partners’ homes, helps others take ownership of their actions and reactions in challenging situations. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook helps all stakeholders learn to take ownership and responsibility for their role in emergency situations. - Learning Circles are used to evaluate current systems and debrief after the emergency has passed. - Eden Alternative Path to Mastery Guides and consultants work with organizational leaders to assist them in weaving persondirected ideas into their mandatory in-services. - The Path to Mastery Milestones contain tools that help leaders engage the Elders’ knowledge, skills and cooperation through emergency situations. - Dementia Beyond Drugs, a 2day training, and Reframing Dementia, a 1-day training, can help care partners learn to bring forth the strengths of Elders living with dementia during emergency situations. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services helps people understand the importance of good communication and being well-known in emergency situations. Page 46 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - The Eden Alternative offers a variety of tools and resources to build strong, caring relationships that will help them through emergency preparation and situations. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides who provide empowerment tools for each neighborhood that enables them to prepare and react in emergency situations. - “Show, don’t tell” and the Eden Alternative Golden Rule inform leadership about the need to be heavily involved in all mandatory in-services, emergency preparations and reactions. (Continued from previous page) 6.2 Work Processes A. Work Process Design (1) Design Concepts How do you design and innovate your work processes to meet all the key requirements? How do you incorporate new technology, organizational knowledge, evidencebased medicine, health care service excellence, and the potential need for agility into these processes? How do you incorporate cycle time, productivity, cost control, and other efficiency and effectiveness factors into these processes? Resources, Education, Tools and Support from The Eden Alternative Leaders need to have a strong understanding of what high involvement from all stakeholders means and how to bring it about. These stakeholders will be implementing the work processes. The more involved they are in the development, the more successful the implementation will be. Education and, whenever possible, cross-training are provided until there is a strong understanding by all care partners how the process works. Evaluations are put in place before and after a new process is shared with the care partners. Leadership understands that any processes they help design should be focused on growth and meeting care partner needs. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Eight: Those who use the processes in an organization will have the best ideas and input on changes and how to sustain them. Principle Ten: Wise leaders understand that education can flow from others. Those that understand the process the best should be sharing their knowledge with other care partners. Principle Nine: A change in any process takes time. Good data collection is a must to inform future changes. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Learning Circles to gain people’s input on process development. - Eden Alternative Path to Mastery Guides and consultants work with organizational leaders to assist them in developing new work processes. - Dementia Beyond Drugs, a 2day training, and Reframing Dementia, a 1-day training, can help care partners understand how work processes impact the daily rhythm of life for those living with dementia. - The Path to Mastery Milestones contain steps and tools that aid organizations in designing processes that are flexible and responsive. Page 47 Award Criteria (Continued from previous page) (2) Work Process Requirements How do you determine key work process requirements? What are your organization’s key work processes? What are the key requirements for these work processes? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Learning Circles are a powerful tool for gathering input, sharing information, solving problems and improving processes with all care partners and other stakeholders. When leaders listen and ask more questions than offering answers, discovering what work process changes are needed becomes easier. Care partners need the tools, education, and the ability to have input on work process design. Creating small teams of empowered care partners enables work process designs to be more successful because it is easier to gather feedback and make changes more quickly. Leaders need to have a strong understanding of what work processes make the biggest impact on the quality of life for all care partners. These systems should be developed through a high involvement process with all stakeholders. Key stakeholders know what work processes they need to fulfill the mission and vision of the organization and achieve person-directed care. Leadership uses the data they collect to evaluate which key work processes are functioning well and which need to be improved. Leadership ensures that all new work processes that are developed promote growth and meet care partner needs. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Resources, Education, Tools and Support from The Eden Alternative - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Pre-design consultants for both organizational and physical transformation. Principle Eight: Those who use the processes in an organization will have the best ideas and input on improvements and how to sustain changes once they are made. Principle Ten: Wise leaders understand that education can flow from others. Those that understand the processes best will be able to identify and teach others about the ones that are most important to creating home. Principle Nine: A change in any process takes time. Good data collection is a must to inform future changes. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Learning Circles to gain people’s input on identifying key work processes. - Eden Alternative Path to Mastery Guides and consultants work with organizational leaders to assist them in identifying key work processes. - Dementia Beyond Drugs, a 2day training and Reframing Dementia, a 1-day training, can help care partners understand the key work processes that impact the daily rhythm of life for those living with dementia. - The Path to Mastery Milestones contain steps and tools that aid leaders in designing processes that are flexible and responsive. Page 48 Award Criteria Connection to PersonCentered/Directed Care (Continued from previous page) Learning Circles are a powerful tool for identifying and improving key work processes that support the daily rhythm of life that the Elders desire. Care partners need effective work processes that enable them to create home where life is worth living. Small empowered teams have the opportunities to adapt key work processes to fit the unique needs of those who live and work in the neighborhood and also meet regulatory requirements. B. Work Process Management (1) Key Work Process Implementation How do your key work processes relate to your work systems? How does your day-to-day operation of these processes ensure that they meet key process requirements? What are your key performance measures or indicators and in-process measures for the control and improvement of your work processes? The key work processes are those that enable a rhythm of daily life that meets the needs of the Elders. As these processes are defined by the care partners, the systems that support the processes are redesigned to deliver persondirected care. The more flexible the systems and processes, and the more individualized choices they offer, the more responsive they can be to the needs of the care partners from day to day. Key measures of success include the well-being of the Elders, the meeting of unmet needs, greater satisfaction of all care partners, and a healthy organization because people want to live and work there. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Pre-design consultants for both organizational and physical transformation. Principle Eight: Effective work processes and systems maximize daily decision-making by the Elders and those closest to them. Principle Ten: Wise leaders continue to refine, design, and measure the success of all work systems and processes. The ultimate goal is a responsive, empowered organization that delivers person-directed care. Principle One: When systems and processes are designed around the daily needs of the Elder care partners, the Three Plagues are eliminated. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Learning Circles to gain people’s input on identification of key work systems that need changes and a commitment to support the changes. - Eden Alternative Path to Mastery Guides and consultants work with organizational leaders to assist them in redesigning key work systems. - Dementia Beyond Drugs, a 2day training and Reframing Dementia, a 1-day training, can help care partners understand the key work systems that impact the daily rhythm of life for those living with dementia. - The Path to Mastery Milestones contain steps and tools that aid leaders in designing systems that are flexible and responsive. Page 49 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Pre-design consultants for both organizational and physical transformation. (Continued from previous page) (2) Patient Expectations and Preferences How do you address and consider each patient’s expectations? How are health care service delivery processes and likely outcomes explained to set realistic patient expectations? How are patient decision making and patient preferences factored into the delivery of health care services? Resources, Education, Tools and Support from The Eden Alternative In an institutional environment it is nearly impossible to meet the needs of all individuals when only the whole of the organization is seen. In a person-directed care environment, the whole is broken into smaller parts such as neighborhoods, households or families. There is consistency in the relationships in these smaller environments. As the empowered teams grow along with the relationships, it becomes easier to know and address the individual needs of each Elder care partner. As the care partners become wellknown to one another it is easier to develop and meet expectations. Cross-training or blending of roles makes it easier for all care partners to meet needs as they arise. Discussions about the role of surplus safety and downside risk are ongoing to assure that choices for the Elders are not being limited in order to reduce organizational risk. When we truly care about one another, we receive and deliver better care. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Two: Home happens when we create environments where relationships are at the core and meeting the needs of those around us form the routine of daily life. Principle Three: Being deeply known matters. Principle Four: Care means helping another to grow. When care is balanced for all, expectations are met, and people flourish. Principle Eight: The Elders and those closest to them need access to the knowledge, information, skills/training, resources, and support they need to respond to the needs and preferences of the moment. Principle Ten: Wise leaders understand that each individual needs the right balance between safety and risk in order to fully experience life. - The Path to Mastery Milestone toolkits have tools for developing relationships, learning Elder stories and identifying and bringing daily pleasures to life. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Learning Circles to build relationships and help people become well-known to one another. - Decision Rings as an empowerment tool. - Registry Members have quarterly conference calls with Dr. Thomas to stay up to date with his most recent thinking. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides who grow empowered teams. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. Principle Nine: Assumptions about people’s capabilities have to be set aside, if we are to help people to grow. Page 50 Award Criteria Connection to PersonCentered/Directed Care (3) Supply-Chain Management How do you manage your supply chain? How do you ensure that suppliers you select are qualified and positioned to enhance your performance and patient and stakeholder satisfaction? How do you evaluate supplier performance? How do you deal with poorly performing suppliers? In a person-directed care environment, the Elders and those closest to them are deeply involved in choosing the goods and services that meet the needs and preferences of the Elders. Suppliers should be chosen based on their responsiveness to the changing needs of the Elders within the home. Suppliers must understand that ultimately they are responsible to the Elders living in the home. The performance of the suppliers should be geared toward the Elders’ preferences and needs and not just the convenience of the employees. They should have a mission and values that align with the mission and vision of the organization. The suppliers and partners should be invited to be a part of community life as well, not separated from it or only welcome at the back door. It is the ultimate recipients of the suppliers’ services who can best assess whether they are meeting expectations. Learning Circles and focus groups can aid in gathering input to determine if identified suppliers are meeting or exceeding expectations. Principle Two: Products and services should be delivered and used in the same manner they would be used in our own homes. To the best extent possible, they should not further promote the medical model of Eldercare. (4) Process Improvement How do you improve your work processes to improve health care outcomes, achieve better performance, reduce variability, and improve health care services? Person-directed care environments use all the same quality improvement tools that everyone else uses. Creating home includes the ability to evaluate and improve over time. Principle Ten: Wise leaders pass on what they know so that the depth of leadership across the organization is strong. Principle Nine: Growing others means giving them the skills they need to evaluate and improve the environment as they strive for the vision. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Principle Ten: Wise leaders choose suppliers and partners for the journey that will enable the accomplishment of the vision. Principle Eight: The recipients of the services of outside suppliers to the organization are in the best position to determine if they are meeting expectations. Resources, Education, Tools and Support from The Eden Alternative - Haleigh’s Almanac, Seed Packets and other resources from The Eden Alternative provide educational tools that can be used for vendor services. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. - Learning Circles to share ideas and gather feedback. - Decision Rings as an empowerment tool. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - The Path to Mastery Milestone 3 Toolkit has resources that grow empowerment and move decisions closer to the Elders. - The Path to Mastery Milestones lead organizations down a pathway of continuous improvement. The steps can aid in planning and the data collected demonstrates the outcomes. Page 51 Award Criteria (Continued from previous page) 7 Results 7.1 Health Care and Process Outcomes A. Patient-Focused Health Care Results What are your current levels and trends in key measures or indicators of health care outcomes and process performance that are important to and directly serve your patients and stakeholders? How do these results compare with the performance of your competitors and other organizations with similar offerings? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative The process of improvement will look differently because the skills and knowledge of how to use quality improvement tools is not held by formal leaders alone. Leaders teach others how to use the tools and evaluate results, so that continuous improvement is everyone’s responsibility, not just the formal leaders. Elders and their families can be invited to be a part of the quality improvement process and teams. They too can learn how to use the tools and effectively participate in conversations so they have input on next steps for the organization. Principle Eight: When care partners have the tools and data they need to evaluate their performance, they cannot help but do better. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook frames a conversation for continuous improvement. - Learning Circles to identify problems, share solutions and gather feedback. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow formal and informal leaders. When we truly know one another, we can provide better care. Research and anecdotal data has shown that deep transformation with persondirected care leads to: - Lower turnover of employees - Reduced absenteeism - Lower risk of pressure ulcers - Lower use of psychoactive medications - Increased well-being of those living and working in the home Principle Ten: Wise leaders know that when relationships are strong, there will be positive life outcomes for the Elders. They also know that sometimes success is measured one individual at a time. Collecting and sharing stories of success is a key role for leaders to grow a learning organization that is constantly exceeding the standards of care. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Seven: Genuine human caring means giving people what they need to assess and improve both quality of life and quality of care. Principle Six: It is much more meaningful to be a part of finding the solutions than to be asked to implement someone else’s ideas. Principle One: Care partners overcome helplessness when they are given the tools they need to act when performance is lagging. Principle Two: When we focus on creating home, sometimes the things that truly matter do become measurable in ways that could not be imagined before. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - The Eden Alternative International Research Team has data to support culture change efforts. - Path to Mastery data collection from Eden Registry Members provides benchmarks with other organizations on the Eden Alternative journey. Page 52 Award Criteria (Continued from previous page) Connection to PersonCentered/Directed Care Person-directed care has been shown, anecdotally, to improve clinical outcomes, such as: - Infection rates - Restraint reduction - Decreased pressure ulcers - Reduced skin tears Other sources for persondirected care data include: - Path to Mastery data collection from Registry Members - Pioneer Network research posted on their website - International Eden Alternative Research Team and data posted on the Eden Alternative website B. Operational Process Effectiveness Results (1) (1) Operational Effectiveness What are your current levels and trends in key measures or indicators of the operational performance of your key work systems and processes, including productivity, cycle time, and other appropriate measures of process effectiveness efficiency, and innovation? Empowered organizations are flexible and responsive. When work systems and processes are well aligned, people are efficient without losing the core of strong, meaningful relationships. Research and anecdotal data has shown that deep transformation with person-directed care leads to: - Lower turnover of employees - Increased census - A waiting list of employees and Elders - Reduced absenteeism - An environment that “feels” different to visitors - Higher satisfaction - Increased well-being of those living and working in the home - A healthier financial position for the organization The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative Principle Seven: Measurements in a person-directed care environment have to move beyond treatment and include measures that reflect genuine human caring. Principle Six: Identifying and evaluating key measures of success, including individual outcomes, brings meaning to the work of employee care partners. Principle Ten: Wise leaders not only align their systems and processes with person-directed care, they find ways to determine the effectiveness of the changes they are making. They gather and share stories of success. They create opportunities for care partners to share best practices inside and outside the organization. They benchmark against their peers helps assure that they are making a difference. Principle Two: When we focus on creating home, the systems and processes we put in place are more sensible and efficient than the institutional ways. Principle Six: Identifying and evaluating key measures of success, including individual outcomes, brings meaning to the work of employee care partners. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - The Eden Alternative International Research Team has data to support culture change efforts. - Path to Mastery data collection from Eden Registry Members provides benchmarks with other organizations on the Eden Alternative journey. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook frames a conversation for continuous improvement. - Learning Circles to identify problems, share solutions and gather feedback. Page 53 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative There are factors that influence this success such as: - Empowerment of hands-on care partners - Strong teamwork - Effective communication processes - Commitment to ongoing education and personal development - Focus on Elder preferences and needs - Depth of relationships among those that surround the Elders daily - Commitment of formal leaders to prioritize persondirected care approaches Principle Three: It is the depth of relationships that ultimately determine the operational effectiveness of an organization. - The Path to Mastery Milestones lead organizations down a pathway of continuous improvement. The steps can aid in planning and the data collected demonstrates the outcomes. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow formal and informal leaders. Principle One: Through strong caring relationships, where people know each other well and are taken care of, people will take the extra steps needed when responding in an emergency situation. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook helps all stakeholders learn to take ownership and responsibility for their role in emergency situations. - Learning Circles are used to evaluate current systems and debrief after the emergency has passed. - Eden Alternative Path to Mastery Guides work with organizational leaders to weave person-directed ideas into their in-services. Other sources for persondirected care data include: - Path to Mastery data collection from Registry Members - Pioneer Network research posted on their website - International Eden Alternative Research Team and data posted on the Eden Alternative website (2) Emergency Preparedness What are your current levels and trends in key measures or indicators of the effectiveness of your work system and workplace preparedness for disasters or emergencies? Key measures of emergency preparedness in a persondirected care environment could include: - The depth of relationships among all care partners (when we know each well, we look out for each other) - The knowledge level of all care partners about what to do when an emergency arises. - The ability of the care partner team to respond appropriately in emergency drills. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Nine: The ongoing process of educating all stakeholders in mandatory inservices, and through practice drills, that include preparations for emergencies shows others that you care about their health and safety. Page 54 Award Criteria (Continued from previous page) Connection to PersonCentered/Directed Care - The team’s back-up plans should power or water systems fail. Leaders consistently reinforce that care means helping others be prepared for many circumstances both in the work environment and their own homes. Through mandatory in-services and practice drills, where persondirected concepts are emphasized, leaders can create an environment where people understand the importance of caring relationships through challenges and disasters. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative Principle Three: Leadership emphasizes that education provided for emergency and disaster preparation does not only belong in the workplace, but also in the care partners’ homes. Leadership also helps others take ownership of their actions and reactions in challenging situations. - The Path to Mastery Milestones contain tools that help leaders engage the Elders’ knowledge, skills and cooperation through emergency situations. - Dementia Beyond Drugs, a 2day training and Reframing Dementia, a 1-day training, can help care partners learn to bring forth the strengths of Elders living with dementia during emergency situations. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services helps people understand the importance of good communication and being well-known in emergency situations. - The Eden Alternative offers a variety of tools and resources to build strong, caring relationships that will help them through emergency preparation and situations. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides who provide empowerment tools for each neighborhood team that enables them to prepare and react in emergency situations. - “Show, don’t tell” and the Eden Alternative Golden Rule inform leadership about the need to be heavily involved in all mandatory in-services, practice drills, emergency preparations and reactions. Page 55 Award Criteria Connection to PersonCentered/Directed Care C. Strategy Implementation Results What are your results for key measures or indicators of the accomplishment of your organizational strategy and action plans, including building and strengthening core competencies? The person-directed care organization’s strategies and action plans should be driving it toward its vision. One measure of success is the achievement of the vision. This achievement is not the end however. Continued mastery of person-directed skills will challenge the organization to stretch itself further, developing new visions of the future. It is a never-ending journey. Another measure of success will be that all care partners are experiencing wellbeing. When those connected with the organization have well-being, so does the organization and the community surrounding it. 7.2 Customer-Focused Outcomes A. Customer-Focused Results (1) Patient and Stakeholder Satisfaction What are your current levels and trends in key measures or indicators of patient and stakeholder satisfaction and dissatisfaction? How do these results compare with the patient and stakeholder satisfaction levels of your competitors and other organizations providing similar health care services? Person-directed care environments seek to do more than just satisfy. They seek to raise expectations and exceed the standard levels of satisfaction accepted by the institutional model of care. Person-directed care environments can measure their success by looking at: - The success of Learning Circles and their inclusion of all care partners (employees, Elders and families) - Results of the MDS 3.0 which is designed to bring forth the voice and choice of the Elder. - Results of the QIS survey process provides feedback to leaders about how they are doing in truly hearing and responding to the needs of the Elders. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - The Path to Mastery Milestones 1 & 2 have accomplishments and tools about developing mission and vision statements. - Haleigh’s Almanac has information and tools for mission and vision development. - The Path to Mastery Milestone 3 & 4 organizations have identified their areas of expertise (core competencies) they have gained from implementing person-directed care and The Eden Alternative helps them become wellknown for that expertise. - GROWTH: Six Steps to Implementing Change, a 2-day training and workbook. Principle Two: Home is where the needs of the individual are heard and honored. The closer an organization gets to creating home for everyone, the more comfortable the Elders become in expressing their needs. Principle Six: Life is filled with meaning when my voice and choice are heard and honored. Principle Seven: We have to set aside preconceived notions about the capacity of an Elder to express their desires. When we are open to really hearing and sensing their needs we can respond to those unmet needs before we add medications and treatments. - Eden Alternative Warmth Surveys - Well-Being Assessments - Tools in the Path to Mastery Milestones address the use of Learning Circles to bring forth the voice of the Elders. - The Eden Alternative Journey: Impacting the MDS 3.0 and the QIS Process paper. - 2009 Quality of Life Guidance and the Eden Alternative Principles paper. - The Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. Page 56 Award Criteria (Continued from previous page) (2) Patient and Stakeholder Engagement What are your current levels and trends in key measures or indicators of patient and stakeholder engagement, including relationship building? How do these results compare over the course of your patients’ and stakeholders’ relationship with you, as appropriate? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success - Strong, caring relationships grown through consistency in contact between Elder and employee care partners. - Care plans that are written in the voice of the Elder first ensure their goals, preferences and needs are being met and promote ongoing growth. - The level of complaints can be a strong measure of success because if expectations have been raised so will the Elders’ willingness to share when those expectations are not being met. Principle Eight: Empowered Elders have a voice and use it often and well. Recognizing and celebrating their life experiences facilitates their contributions to helping the organization create home. In person-directed care environments engagement is measured in some unique ways. When an organization is doing well with engagement they find that the Elders drive life in the organization. A quiet Resident Council becomes a self-governed Elder Council that chooses when to invite leaders into their meetings. Employee care partners dependent on direction from supervisors or managers become active partners in daily decisionmaking empowered by those who previously managed them. Relationships matter. People grieve when someone passes or moves back home. People who come to the organization to work stay and invite their friends to come work there too. Elders who only come to stay for a short time come back and volunteer as do the family members of Elders who have passed away. Principle Ten: Wise leaders empower the Elders and those closest to them, shifting from an authoritarian leadership style to a servant style. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Resources, Education, Tools and Support from The Eden Alternative Principle Nine: Helping all care partners to grow involves more than assuring they are satisfied. When we are growing, we see beyond just satisfaction. Principle Eight: Engagement grows as the skills, authority and responsibility for daily decision making grows. Principle Three: Companionship breeds engagement. Principle Four: When we are engaged in our daily course of life we are able to overcome helplessness. Principle Six: Life has meaning when we have choice. Principle One: An enlivened environment has the elements necessary to overcome loneliness, helpless and boredom. - Eden Alternative Warmth Surveys - Well-Being Assessments - Tools in the Path to Mastery Milestones address the use of Learning Circles to bring forth the voice of the Elders. - The Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. - The Path to Mastery Milestones have steps and tools to aid leaders in creating an empowered and engaged environment where relationships form the core of life. - Haleigh’s Almanac and Seed Packets have educational tools that facilitate the engagement of all. Page 57 Award Criteria Connection to PersonCentered/Directed Care (Continued from previous page) Word of mouth about the difference person-directed care is making brings the outside community to the home to engage in daily life as well. The parking lot is full. 7.3 Workforce-Focused Outcomes A. Workforce Results (1) Workforce Capability and Capacity What are your current levels and trends in key measures of workforce capability and capacity, including staffing levels and appropriate skills? Person-directed care environments grow out of relationships which are fostered through consistency in the daily connections between Elder and employee care partners. One measure of success is the ability to maintain that consistency of daily connections despite challenges with illness, departures, and vacations. Teams of care partners need to be empowered to identify and address the daily changing needs of the Elders. A measure of success is the participation of all care partners in growing their team and contributing to its success. Capable care partners are equipped with a variety of skills so they can bring the best of themselves into the Elders’ home each day. The level of cross-training happening is another measure of the growing capability of the employee care partners. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow formal and informal leaders. Principle Eight: Employee care partners are at their best when they have the information, knowledge, skills/training, resources, and support they need to be successful. Empowered teams happen when relationships are strong and the team members play to the strengths of the individuals on the team. Principle Nine: Empowering organizations prepare people for their new role in a person-directed environment enabling them to bring their full capacity into helping accomplish the mission and vision of the organization. Principle Ten: Wise leaders not only talk about empowerment, they live it. They build relationships and trust with all care partners. They ask more questions and provide fewer and fewer answers. They celebrate the small and large accomplishments of individuals and teams. - The Path to Mastery has Milestone steps addressing the growth of formal and informal leaders, blending roles, empowerment of teams, education and skill development, and engaging all care partners. There are tools and other resources to support organizations in accomplishing these steps. - The Paradigm Buster Packet, The Role of Job Descriptions & Performance Evaluations in Person-Directed Care is a resource that redefines how to describe the role of employee care partners in a persondirected environment and how to help them grow. - There are Path to Mastery Milestone tools about 360 degree feedback and growth plan development for employee care partners. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. Page 58 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - Better communication through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting. (2) Workforce Climate What are your current levels and trends in key measures or indicators of your workforce climate, including workforce health, safety, and security and workforce services and benefits, as appropriate? In a person-directed care environment, one of the key measures of success in workforce climate is that people stay with the organization; turnover and absenteeism drop dramatically. Organizations are able to reduce and eliminate the use of temporary employees. Employee satisfaction surveys are used to provide leaders with feedback on how employees feel about their workplace. If relationships are strong and people truly care for one another, they ensure that safety measures are followed and injuries on the job drop. Maintaining security and privacy for the Elders living in the home means those who work there are safe and secure as well. Diminishing the hierarchical structure of managers and supervisors and the movement into team decision-making affords organizations the opportunity to increase pay and benefits and enhance service delivery to the Elders. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Three: When relationships are strong and we care for each other, we safeguard each other’s safety. When we have friends at work, we come to work to spend time with them. Principle Nine: When optimism, trust, and generosity are high among the employee care partners, the environment attracts and retains people with the heart and skills to support the Elders. Principle Ten: Wise leaders are committed to creating a caring community where everyone has the opportunities to experience wellbeing. - There are Path to Mastery Milestone tools about 360 degree feedback and growth plan development for employee care partners. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Eden Alternative Warmth Surveys - Well-Being Assessments - The Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - The Eden Alternative International Research Team has data to support culture change efforts. - Path to Mastery data collection from Eden Registry Members provides benchmarks with other organizations on the Eden Alternative journey. Page 59 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - Haleigh’s Almanac has ideas team building and how to create a family-friendly workplace. (3) Workforce Engagement What are your current levels and trends in key measures or indicators of workforce engagement and workforce satisfaction? In a person-directed care organization, engaged employee care partners are a part of daily decision-making. They attend Learning Circles and team meetings. They join committees and teams. They not only recognize problems but strive to play a part in finding the solutions. They are actively engaged with the Elders throughout the day, building relationships and bringing meaning to their lives. They pay attention to changes in the Elder’s mood or actions so they can alert professionals when needed. They are growing and learning new skills. The show up and take part in the daily rhythm of life. They offer their strengths and talents to their teams. Leaders gather information about employee satisfaction through surveys and Learning Circles. Engaged and satisfied employee care partners become a strong marketing tool attracting new care partners and volunteers to the organization. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Three: When we have friends in our workplace, we are engaged and are fully present for those around us. Principle Eight: When we are equipped to participate effectively in daily decision-making, we become engaged. Principle Nine: To be fully engaged, we need people surrounding us that help us grow. - The Eden Alternative and Pioneer Network have data and tools that can help gauge the success of improvements. - The Eden Alternative International Research Team has data to support culture change efforts. - Path to Mastery data collection from Eden Registry Members provides benchmarks with other organizations on the Eden Alternative journey. - Eden Alternative Warmth Surveys Well-Being Assessments - The Eden Alternative collaborates with organizations that conduct satisfaction surveys to weave in the Eden Alternative Warmth Survey items that measure trust, generosity and optimism. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Haleigh’s Almanac has ideas team building and how to create a family-friendly workplace. Page 60 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success (4) Workforce Development What are your current levels and trends in key measures or indicators of workforce and leader development? A person-directed care organization is committed to helping all care partners to grow (Elders, employees and families). They also know that everyone needs the skills and opportunities to lead. Leaders must be committed to growing other leaders. Success is measured by the diversity of educational offerings happening, who is attending them and how new knowledge is helping individuals and teams to grow. For example, if new leaders are being developed, then more people should be stepping into a variety of leadership roles offered throughout the organization. If new knowledge is being put into action, then everyone’s skills and knowledge level should be increasing, ultimately benefitting the Elders’ lives. Principle Ten: Wise leaders know that they need to grow the organization’s leadership capacity if person-directed care changes are going to be successful. Leaders in person-directed care organizations are successful when they are wellknown to others, when they are trusted, when they influence others to follow them in a positive direction, and when they can share an inspiring vision of the future. Leaders need strong communication skills for sharing the mission, vision, and values of the organization. They adapt their message to fit the different personality and learning styles of the care partners. Principle Ten: Wise leaders engage others, share decision making, build relationships and are effective communicators. 7.4 Leadership and Governance Outcomes A. Leadership, Governance, and Societal Responsibility Results (1) Leadership What are your results for key measures or indicators of senior leaders’ communication and engagement with the workforce to deploy vision and values, encourage two-way communication, and create a focus on action? The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Nine: The organization cannot grow and adapt to change if the individuals within it are not equipped to cope with changing situations. Growing people is the core business goal. Principle Three: Leadership is relationship. Principle Nine: To grow others you have to know what they need. Resources, Education, Tools and Support from The Eden Alternative - The Path to Mastery Milestone steps and tools are focused on leaders growing leaders and promoting education throughout the organization. - Haleigh’s Almanac, Seed Packets and other resources from the Eden Alternative provide educational tools for all care partners. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow formal and informal leaders. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - Eden Alternative Path to Mastery Guides and consultants work with organizational leaders to assist them in developing education and leadership development plans. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow formal and informal leaders. - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain empowered teams. - Eden Alternative Path to Mastery Guides work with organizational leaders to help them develop the skills needed to lead change initiatives. Page 61 Award Criteria (Continued from previous page) (2) Governance What are your key current findings and trends in key measures or indicators of governance and fiscal accountability, internal and external, as appropriate? Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - The Path to Mastery Milestone steps and tools provide resources in mission, vision and value development, communication and engagement of all care partners. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. Principle Ten: Wise leaders understand that those that govern the organization need to be prepared to challenge the status quo and drive the organization in a new direction. Wise leaders understand that there are many resources and benefits to being closely connected to their larger community. - Milestones 2 through 4 in the Path to Mastery have steps and tools that guide an organization through a restructuring of their organizational relationships (and chart). - There are steps in Milestones 1 through 4 of the Path to Mastery about gaining and maintaining the support of the governing body along with tools to help them grow in their role. - Education tools in Haleigh’s Almanac and Seed Packets can be used to inform those governing the organization. - The Eden Alternative International Research Team has data to support culture change efforts. - The Path to Mastery Milestone 1 contains the foundation steps that the governing body can use to screen, hire and prepare new formal leaders for their role in continuing the transformation process. Leaders facilitate high involvement from all care partners in solving problems and developing action plans. Decision-making cannot remain with the formal leaders only. Person-directed care leaders are not satisfied with the status quo or simply putting out fires. They equip people to make responsible decisions and be proactive, anticipating needs before they arise. Their ability to calm the environment during turbulent times helps keep the doors to communication open. Those that govern Eldercare organizations have an important responsibility if person-directed care is going to be created and sustained. Relationships need to be strong between the organization’s internal leaders and those that serve on the governing body. Education needs to be provided, so they can better understand their role in creating and sustaining change. Their initial support and ongoing commitment is critical. They must “show, not just tell” others that they are committed to making persondirected care a reality in the organization. Members of the governing body have the political clout to access needed resources from the larger community, adjust budgetary needs and bring in key leaders that will help drive change forward. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Eight: While internal leaders are empowering within the organization, they too need to be empowered by those that govern from outside the organization. Principle Three: When relationships are strong within and outside those that govern feel comfortable joining in the rhythm of daily life. Page 62 Award Criteria Connection to PersonCentered/Directed Care (Continued from previous page) Measures of success would include how often members of the governing body are involved with daily life in the organization, their identification of additional funding sources, their creativity in bringing new ideas to life and their ability to empower internal leaders to be successful in engaging others in the organization. (3) Law, Regulation, and Accreditation What are your results for key measures or indicators of achieving and surpassing legal, regulatory, and accreditation requirements? Person-directed care environments are constantly stretching themselves to exceed expectations and regulatory requirements. They can measure their success through the results of MDS interviews and QIS surveys. When relationships are strong and those closest to the Elders are empowered to resolve issues as they arise, far fewer complaints are taken to those who regulate and monitor the organization. Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - Eden Alternative Path to Mastery Guides and consultants support leaders inside and outside the organization in their culture change efforts. Principle Ten: Wise leaders grow leadership capacity throughout the organization, sharing authority and responsibility for meeting Elders needs as they arise. Principle Eight: Wise leaders equip care partners to understand the regulatory, legal and accreditation standards that must be met in order for the organization to remain healthy. - The book, Journey of a Lifetime: Leadership Pathways to Culture Change in Long-Term Care and the two-day training based on it help grow leaders. - The Eden Alternative Journey: Impacting the MDS 3.0 and the QIS Process paper. - 2009 Quality of Life Guidance and the Eden Alternative Principles paper. Principle Three: Healthy relationships among all care partners foster a climate of trust, patience and forgiveness. Principle Nine: An organization focused on growth is never satisfied with meeting minimum standards. They are constantly seeking to exceed expectations. (4) Ethics What are your results for key measures or indicators of ethical behavior and of stakeholder trust in your organization’s senior leaders and governance? What are your key measures or indicators for ethical behavior? Creating a person-directed care organization takes a commitment to strong ethics among organizational leaders. Leaders must honor the person first in all that they do and all decisions they make. Leaders must commit through word and action to keeping decisions close to the Elders. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Principle Ten: Leadership steps up to create systems, and use language in explaining those systems, that holds people to a higher accountability with their behaviors. - Eden Alternative educational offerings teach skills in developing a code of ethics for teams and the organization and how to ensure they remain active and alive for people. Page 63 Award Criteria (Continued from previous page) Connection to PersonCentered/Directed Care The establishment of a strong organizational code of ethics, mission, vision, and values is more than just a task to accomplish. These documents must be in front of leaders (formal and informal) throughout the organization daily, guiding their behaviors and decisions. Person-directed care organizations weave powerful words throughout their policies, procedures, education, and evaluation tools to create a clear message for all care partners to act ethically in all they do. The consequences of being unethical are fully understood in terms of the impact that behavior has on the Elders as well as their peers. Leaders align the systems that follow people from the time they enter the organization through the evaluation of their work, so that they drive ethical behavior. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Eden Alternative’s PrincipleBased Foundation for Success Principle Two: Create a Human Habitat where people understand their higher accountability to one another. Principle Seven: Leaders have a strong understanding of helping other people to grow by insuring they fully understand the code of ethics for the organization. Resources, Education, Tools and Support from The Eden Alternative This includes Certified Eden Associate Training, Leadership Pathways to Culture Change and GROWTH: Six Steps to Implementing Change. - Additional resources are found in Haleigh’s Almanac. - Communication education offered through Eden Alternative Path to Mastery Guides and a partnership with PHI Coaching & Consulting Services. - Creating an ethical culture is related to the development of mission, vision, and values statements. Eden Alternative educational offerings, Haleigh’s Almanac and the Path to Mastery have resources to guide leaders in developing these statements. - Tools that can help assess ethical behavior in the organization include the Eden Alternative Warmth Surveys, satisfaction surveys and MDS interview data. If the scores are low, The Eden Alternative has tools and resources to identify areas for improvement. - Conflict resolution skills are taught during Certified Eden Associate Training and Leadership Pathways to Culture Change. - The Path to Mastery Milestones 1 and 2 contain steps and tools to aid in mission and vision development, conflict resolution and code of ethics development. Page 64 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative - Eden Alternative Neighborhood Guides transform leaders and managers into Guides to help grow and sustain ethical behavior within teams. - Reframing Dementia, a 1-day training, focuses on how to establish relationships and be appropriate in caring for those living with dementia. An organization that embraces person-directed care becomes a beacon of hope in their community, raising the level of expectations for future consumers. The Elders living in long-term care settings should remain deeply connected to the larger community that surround them through volunteerism and hospitality. The organization should strive to create events that strengthen the quality of life for those in the home and the larger community. When those within the organization are experiencing well-being, they also go home and improve the well-being of their larger community. Principle Ten: Wise leaders understand that there are many resources and benefits to being closely connected to their larger community. They strive to keep their parking lots full and have the Elders maintain community relationships. As they improve the well-being of those who live and work in the home, they are also improving the well-being of the larger community. - The Path to Mastery Milestone steps and tools address the connections between the larger community, the Elders and the organization. - Education tools in Haleigh’s Almanac and Seed Packets can be used to inform the larger community about The Eden Alternative. - Haleigh’s Almanac contains ideas on how to create a coalition of support for organizations implementing The Eden Alternative. (Continued from previous page) (5) Society What are your results for key measures or indicators of your organization’s fulfillment of its societal responsibilities, your organization’s support of its key communities, and its contributions to community health? Principle Three: Relationship building skills developed as a part of the person-directed care journey are carried out into the community strengthening relationships there as well. Principle Six: Elders have strong community ties when they enter a long-term organization and those relationships do not end once they move in. Principle Four: All care partners need a balance of care giving and receiving in their lives. By including the larger community in your journey, those opportunities expand greatly. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Page 65 Award Criteria Connection to PersonCentered/Directed Care Eden Alternative’s PrincipleBased Foundation for Success 7.5 Financial and Market Outcomes A. Financial and Market Results (1) Financial Performance What are your current levels and trends in key measures or indicators of financial performance, including aggregate measures of financial return, financial viability, or budgetary performance, as appropriate? Organizations implementing person-directed care need to measure their success. There will be doubters who will need to see data in order to believe this approach really makes a difference. Research and anecdotal data has shown that deep transformation with person-directed care leads to: - Lower turnover of employees - Increased census - A waiting list of employees and Elders - Reduced absenteeism - An environment that “feels” different to visitors Principle Ten: Wise leaders know that there will be those who embrace person-directed care because it speaks to their own values and emotions. There will also be those who need to be shown data that demonstrates the value of person-directed care. This is especially true for those stakeholders that provide access to needed resources. Collecting, monitoring, benchmarking, and sharing data are important steps for leaders to take. As these important measures improve, so does the organization’s financial wellbeing, creating resources that enable innovation to grow. (2) Marketplace Performance What are your current levels and trends in key measures or indicators of marketplace performance, including market share or position, market and market share growth, and new markets entered, as appropriate? Person-directed care organizations want to tell the world about how and why they are different. They weave culture change language into their brochures, advertisements and website. Culture change education is often included as a part of introductory tours. Teams from the organization are often out in the community speaking and listening to people who may be future customers of their services. An organization can measure their marketplace success through the number of tours requested, the number of hits on their website, the number of Elders waiting to move in and the number of employees waiting to work there. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Resources, Education, Tools and Support from The Eden Alternative - Comparative data from The Eden Alternative and Pioneer Network can help gauge the success of improvements. - The Eden Alternative International Research Team has data to support culture change efforts. - Path to Mastery data collection from Eden Registry Members provides benchmarks with other organizations on the Eden Alternative journey. Principle Two: When we focus on creating home, sometimes the things that truly matter do become measurable in ways that could not be imagined before. Principle Seven: Measurements have to move beyond treatment and include measures that reflect genuine human caring. Principle Two: Home is where the needs of the individual are heard and honored. The closer an organization gets to creating home for everyone, the more comfortable the external community becomes in sharing their ideas of what else can be done to be even more successful. Principle Six: Filling life with meaning includes understanding the needs of current and future Elders and bringing in the external resources needed to meet those needs. Principle Eight: Organizations are empowered when they have a pulse on what potential customers are looking for in their care environments. - Tools in the Path to Mastery Milestones address the use of Learning Circles to bring forth the voice of the Elders. - Haleigh’s Almanac has outlines of presentations and exercises that can be used to educate the community. There are resources related to reaching out and getting community involvement in the journey in Haleigh’s Almanac, The Path to Mastery and the Eden Alternative website. - Consumers (Elders) receive free invitations to attend all Eden Alternative trainings. - Eden Registry status affords organizations the opportunity to partner with the Eden Alternative in marketing their organization to consumers. Page 66 Award Criteria (Continued from previous page) Connection to PersonCentered/Directed Care The opportunities to enter into new service areas should be measured against the organization’s mission, vision, and values. Leaders should ensure that new ventures further the organization’s ability to develop persondirected care and not slow it down. Eden Alternative’s PrincipleBased Foundation for Success Resources, Education, Tools and Support from The Eden Alternative Principle Three: Reaching outside the organization and building relationships can help identify what others are doing in related fields and spur new ideas. To learn more about Eden Alternative Educational Offerings referenced in this document, click here. To learn more about public resources from The Eden Alternative referenced in this document, click here. The Eden Alternative® 2012 www.edenalt.org (585) 461-3951 2012 ACHA Quality Symposium Presentation Page 67
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