Algorithm for
BECOMING A VALUE DRIVEN
ORGANIZATION
A COLLABORATIVE TRAINING PROGRAM
TO IMPROVE HEALTH CARE VALUE
COMMUNICATE
the need for
CHANGE
STRUCTURE
to promote
VALUE
VOICE
of the
CUSTOMER
defines value
Establish
MEASURES
of VALUE
Focus on
PROCESS:
Value
Framework
VISIT US ONLINE AT: www.ValueCollaborative.org
BECOMING A VALUE DRIVEN ORGANIZATION
At University of Utah, becoming a value driven organization required retooling our
system towards successful execution of the value equation—where all efforts are focused
on improving quality and service while reducing our costs. We’ve learned that the
transformation from volume to value based health care is not a “one-size-fits-all”
proposition. Relying on external consultants, emulating the practices of high performing
peer groups and industry lean leaders only gets us so far. Every health care system,
hospital, clinic, and individual private practice has a unique culture, patient population,
and geographic and fiscal constraints requiring custom solutions to deliver high-value
patient care. Transformation comes from within—when leadership and frontline care
teams generate improvements at the local point of care, measurable and sustainable
progress occurs.
To this end, University of Utah has been awarded funding from the Robert Wood
Johnson Foundation to develop and pilot a national training program to engage 10
teams from different health care organizations (five regional, five national) to learn and
share ways to create more efficient, less costly, and higher-value processes within their
institutions. The program consists of case-based online learning modules, an in-person
training session at University of Utah in Salt Lake City, Utah, and follow-up remote
coaching sessions. The program is designed to facilitate local value improvement work
for each of the 10 participating teams.
Our goal is to translate vision and theory into actionable local improvements and
promote transparency and peer networking around value.
ELIGIBILITY
Participation is limited to five (5) health care organizations from within the
intermountain western region (Idaho, Montana, Utah, Wyoming and parts of Colorado
and Nevada) and five (5) national health care organizations, for a maximum of 10
participant sites.
This program has been designed to support multidisciplinary leadership teams (4
persons per team) with representation from executive and operational leadership,
physician and/or clinician champion, and quality improvement lead.
BENEFITS OF PARTICIPATION
• On-demand targeted and personalized value-based education
• Paid travel expenses for leadership teams to attend the 2-day live session
• Dedicated improvement coach and custom project implementation plan
• CME and Performance Improvement (PI) CME credit for participation
ENROLL TODAY
Participation is limited.
To enroll your organization for consideration in this collaborative program, please submit
an online application at www.ValueCollaborative.org. Applications must be received by
May 1, 2015 to be considered for participation.
To learn more about this program and application criteria, please visit our website:
www.valuecollaborative.org
ONLINE
LIVE
APPLIED
Online Learning
In-Person Training
Improvement Project
(1 hour, CME)
(2-day workshop, CME)
(90-day VDO Sprint, PI CME)
STEP 1: Complete Online Learning
(pre-live session)
STEP 2: Attend a 2-day In-Person
Training (Salt Lake City, Utah)
STEP 3: 90-day VDO Sprint Cycle
+ 3 Report Outs
Participants explore a sneak peek of
four (4) interactive University of Utah
online case-studies that examine
each step of the Problem, Solution,
Reflection, and Action taken in the
algorithm for becoming a value
driven organization:
This summer, we will host five (5)
national Leadership Teams in an
intensive value-based workshop.
Building on concepts introduced in
the online case studies, this workshop
provides one-on-one expert
coaching designed to result in a
custom value improvement project
for each participant team.
Teams leave the in-person training
session equipped to conduct a
90-day Value Driven Outcomes
(VDO) Sprint improvement cycle,
followed by 9-months of monitoring,
to result in a total of 12-months
improvement data. Follow-up
remote coaching sessions are held
at quarterly intervals to address
barriers and maintain peer networks
to ensure project success.
•
•
•
•
Communicating Change
Structure to Promote Value
Voice of the Patient
Measures of Value
This innovative learning experience
will be made widely
available—open access and free of
charge —beginning August 2015.
Held at the Eccles Health Sciences
Library on the University of Utah
campus in Salt Lake City, Utah, this
workshop promotes team-building,
provides personalized instruction
and project planning and
development assistance. Learning
content is enriched by project peer
discussions, and benefits from
ample time for Q&A and sharing of
best practices among attendees.
AMA CREDIT: The University of Utah School of
Medicine designates this enduring material for a
maximum of 1 AMA PRA Category 1 Credit(s)™.
Physicians should claim only the credit
commensurate with the extent of their
participation in the activity.
AMA CREDIT: The University of Utah School of
Medicine designates this live activity for a
maximum of 10 AMA PRA Category 1 Credit(s)™.
Physicians should claim only the credit
commensurate with the extent of their
participation in the activity.
Content engages national and local
thought leaders in translating theory
and vision into improvements that
result in high value health care.
LEARN
COLLABORATE
Teams will use the Value Framework,
a custom web-based tool that
provides a secure online portal for
managing and reporting project
progress. Drawing from Lean, Six
Sigma, and PDSA business process
improvement methodologies, the
Value Framework guides teams in
development of improvement work
that emphasizes quality, service and
cost/efficiency as balanced
measures of value.
AMA CREDIT: The University of Utah School of
Medicine designates this PI CME activity for a
maximum of 20 AMA PRA Category 1 Credit(s)™.
Physicians should claim only the credit
commensurate with the extent of their
participation in the activity.
IMPROVE
APPLICATION OVERVIEW: BECOMING A VALUE DRIVEN
ORGANIZATION—Value Collaborative Training Program
Apply online today
What does the
application process
entail?
Who is eligible
to apply?
What does participation
in this program entail?
What are the benefits
of participation?
What is the selection
process and timeline
for determination?
Applications must be submitted online at: www.ValueCollaborative.org
6-part online Application + Letter of Support due by Friday May 1, 2015:
• PART 1: Organization profile
• PART 2: Proposed project
• PART 3: Identification of project team (4 persons max)
• PART 4: Confirm availability of team members to attend live session
• PART 5: Consent to submit a HIPAA Business Associate Agreement
• PART 6: Leadership letter of support
For this pilot initiative, University of Utah will enroll 10 Sites comprised of
multidisciplinary Leadership Teams of 4: (40 individuals max)
• Regional: five (5) health care organizations from within the intermountain
west region (Idaho, Montana, Utah, Wyoming and parts of Colorado and
Nevada)
• National: five (5) national health care organizations
Multidisciplinary team members (4 persons per team max.) should include
representation from:
• Executive leadership
• Operational leadership
• Physician and/or Clinician champion
• Quality improvement lead
Leadership teams commit to the following deliverables:
• Complete 1-hour of self-directed online learning prior to live session
• Attend in-person training session in Salt Lake City, UT
• Conduct a 90-day post program rapid improvement cycle (Sprint)
• Participate in 3 follow-up remote coaching report out sessions at quarterly
intervals for 9-months monitoring and 12 months total data capture
University of Utah commits to provide the following:
• On-demand targeted and personalized online value-based education
• Paid travel expenses for leadership teams to attend the 2-day workshop
(up to 4 individuals per site), which includes:
▫ Lodging (up to 2 nights)
▫ Round-trip Airfare (out of state participants)
• All beverages, meals and snacks will be provided during the workshop
• Dedicated improvement coach and custom project implementation plan, which
includes a 90-day sprint rapid improvement cycle and 3 follow-up remote
coaching sessions (60-min. each, conducted via conference call)
• CME and PI CME credit for physician participants
The Review Process, outlined on pages 2-3, is conducted by a team of
multidisciplinary health care professionals from University of Utah Health Sciences
with input from program officials from the Robert Wood Johnson Foundation.
Completed applications (online application + letter of support) must be received by
5:00 p.m. (EST) on Friday, May 1, 2015. All applicants receive email
notification of final determination on Friday, May 15, 2015.
Support for this program was provided by a grant from the Robert Wood Johnson Foundation.
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REVIEW
Program Application and Participation Criteria
IMPORTANT DATES:
Friday, March 27, 2015
National application portal OPENS
Friday, May 1, 2015
National application portal CLOSES a 5:00 p.m. (EST)
Friday, May 15, 2015
All applicants receive determination email announcing selected sites and live session date
Friday, June 12, 2015
HIPAA BAAs due from selected participant sites
ELIGIBILITY:
For this pilot initiative, participation is limited to a maximum of 10 participant sites from:
• Five (5) regional health care organizations from within the intermountain west (Idaho, Montana, Utah,
Wyoming and parts of Colorado and Nevada) and
• Five (5) national health care organizations (all other states)
This program has been designed to support multidisciplinary leadership teams (4 persons per team max) with
representation from:
• Executive leadership
• Operational leadership
• Physician and/or Clinician champion
• Quality improvement lead
DEADLINE:
Enrollment applications, including Letter of Support, must be received by 5:00 p.m. (EST) on Friday, May 1, 2015.
APPLICATION CRITERIA:
The following requirements must be satisfied in order for an organization to be considered for participation in this
program:
• Applicant organizations must be located in the United States
• Submission of a complete Enrollment Application, including Letter of Support, by 5:00 p.m. (EST) on May 1, 2015
• Letter of Support demonstrates sufficient sponsorship from leadership to ensure project success
• Commitment from Team Members to participate in all three (3) program elements is required: complete online
learning, attend in-person training session held in Salt Lake City, Utah, and conduct a local value improvement
project that includes a 90-day improvement sprint with 12 months total data capture.
• Project focus must be dedicated to improving health care value, defined in this context by quality, service, and
cost/efficiency
• Accepted applicants must consent to submit a BAA if selected
PREFERRED QUALIFICATIONS:
• Strong preference for this program will be placed on applicant teams who reflect multidisciplinary representation from
executive, operational, clinician/physician and quality leadership
• Projects that reflect the greatest potential for spread or that can be easily reproduced by others to generate
large-scale improvements
• An effort will be made in final site selection to achieve geographic diversity among participant organizations
REVIEW PROCESS:
1. Eligibility Screen: Upon submission, applications are pre-screened to ensure enrollment criteria are met. Incomplete
applications will not undergo further review.
2. Review Process: Applications undergo priority scoring based on the following elements (20 points possible):
[ ] Applicant has a clearly defined value improvement problem or project focus and a well articulated vision for
how the project may be a catalyst for greater value spread within their organization (2 points)
[ ] Project is aligned with organization’s mission and/or operational goals (2 points)
[ ] Project is applicable to a broader audience (2 points)
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REVIEW PROCESS, CONT.:
[ ] Leadership Team includes multidisciplinary representation from Executive, Operational, Clinical and Quality
leadership (4 points). If “OTHER” alternative roles are listed, rationale is provided (1 point)
[ ] Application reflects team member confirmation, including dates of availability, and commitment to complete
online learning (1 point), attend in-person session (1 point), and complete improvement project work (1 point)
[ ] Letter of Support (attachment)
1) Drafted by an individual from organizational leadership with adequate sponsorship authority to
ensure successful completion of all program deliverables (1 point)
2) Acknowledges the individual strengths of identified team members that will contribute to overall
project success (1 point)
3) Outlines organization’s commitment to improve health care value (5 points)
3. Selection Process: In order to structure the program to maximize overall success for all sites, we will attempt to
group cohorts according to complimentary learning and project interests, as well as dates of availability.
Selection of final five (5) sites based on:
[ ] Strongest candidates (priority score)
[ ] Best fit (complementary project focus)
[ ] Availability (dates)
[ ] Geographic diversity
Site Selection Announced:
Friday, May 15, 2015
All submitted applications will be kept on file for a period of 1-year from the date of receipt. In the event a site fails to
submit a BAA on time, applicant sites not initially selected will be contacted to participate if interested.
NATIONAL APPLICATION PREPARATION:
The application process involves submission of a 6-part National Application (www.ValueCollaborative.org) and Letter of
Support (via email/mail) by 5:00 p.m. (EST) on Friday May 1, 2015:
PART 1
Organization Profile:
1. NAME OF ORGANIZATION
2. ADDRESS
3. CITY/STATE/ZIP
4. FIRST/LAST NAME OF APPLICATION PRIMARY CONTACT (Note: all electronic notifications issued during enrollment process will be sent to this individual)
5. PRIMARY CONTACT PREFERRED PHONE NUMBER
6. PRIMARY CONTACT EMAIL ADDRESS
7. ORGANIZATION’S MISSION STATEMENT:
8. PLEASE TELL US HOW YOU HEARD ABOUT THE PROGRAM? (CHECK ALL THAT APPLY)
[ ] AAMC
[ ] ABMS Multispecialty Portfolio Program Approved Sponsor Entity
[ ] Robert Wood Johnson Foundation
[ ] LinkedIn Leadership Network
[ ] University of Utah colleague
[ ] Network for Regional Healthcare Improvement
[ ] Other
9. PLEASE RANK THE FOLLOWING FROM GREATEST (1) TO LEAST (8) IMPORTANCE TO BEST REFLECT WHAT YOUR ORGANIZATION HOPES TO GAIN BY
PARTICIPATING IN THIS PROGRAM (drag and drop text)
[ ] New insights in health care value
[ ] Peer networking around value
[ ] Improve value-based competencies (knowledge, skill, ability/behavior)
[ ] Tools for application of value-based principles (process, costing)
[ ] Transparency/sharing of best practices (collaboration)
[ ] One-on-one project coaching
[ ] Custom value-based quality improvement project
[ ] CME/PI-CME credit for physicians
QUESTIONS ABOUT THE PROGRAM? Please visit www.ValueCollaborative.org for the most up-to-date information, or
contact the program manager, Kim Mahoney, at 801-587-2157 or email [email protected].
3 of 5
PART 2
Proposed Project:
10. THIS PROGRAM IS STRUCTURED TO SUPPORT VALUE IMPROVEMENT PROJECT WORK THAT REFLECTS A BALANCED SET OF MEASURES EMPHASIZING
QUALITY, SERVICE, AND COST/EFFICIENCY. PLEASE RANK THE FOLLOWING THREE (3) AREAS OF FOCUS FROM GREATEST TO LEAST INTEREST FOR YOUR
ORGANIZATION’S PRIMARY PROJECT FOCUS (drag and drop text)
[ ] Quality - project that improves quality and/or safety outcomes
[ ] Service - project that improves the patient experience
[ ] Cost/Efficiency - project that improves health care cost and/or efficiency
11. PLEASE PROVIDE A BRIEF DESCRIPTION OF A SPECIFIC PROBLEM OR IMPROVEMENT PROJECT THAT YOUR ORGANIZATION WOULD LIKE TO FOCUS ON
(Please limit response to 150 words or less)
12. HOW DOES THE PROBLEM/PROJECT YOU HOPE TO WORK ON ALIGN WITH YOUR ORGANIZATION’S OVERALL MISSION AND/OR OPERATIONAL GOALS?
(Please limit response to 150 words or less)
13. HOW WILL YOU SPREAD WHAT YOU LEARN ABOUT YOUR PROJECT, AND ABOUT WHAT YOU LEARN FROM THE VALUE DRIVEN ORGANIZATION CURRICULUM,
WITHIN YOUR ORGANIZATION (please limit response to 150 words or less)
14. BRIEFLY DISCUSS HOW YOUR PROJECT MIGHT BE APPLICABLE TO—OR REPLICATED BY—OTHER HEALTH CARE ORGANIZATIONS (150 words or less)
PART 3
Identify Leadership Team:
15. LEADERSHIP TEAM MEMBER #1 (FIRST/LAST NAME)
TITLE
EMAIL ADDRESS
IDENTIFY TEAM ROLE:
EXECUTIVE
OPERATIONAL
CLINICIAN CHAMPION
QUALITY LEAD
OTHER
QUALITY LEAD
OTHER
QUALITY LEAD
OTHER
QUALITY LEAD
OTHER
IF SELECTED “OTHER” PLEASE PROVIDE RATIONALE:
16. LEADERSHIP
LEADERSHIP TEAM
TEAM MEMBER
MEMBER #2
#1 (FIRST/LAST
(FIRST/LAST NAME)
NAME)
16.
TITLE
EMAIL ADDRESS
IDENTIFY TEAM ROLE:
EXECUTIVE
OPERATIONAL
CLINICIAN CHAMPION
IF SELECTED “OTHER” PLEASE PROVIDE RATIONALE:
17. LEADERSHIP TEAM MEMBER #3 (FIRST/LAST NAME)
TITLE
EMAIL ADDRESS
IDENTIFY TEAM ROLE:
EXECUTIVE
OPERATIONAL
CLINICIAN CHAMPION
IF SELECTED “OTHER” PLEASE PROVIDE RATIONALE:
18. LEADERSHIP TEAM MEMBER #4 (FIRST/LAST NAME)
TITLE
EMAIL ADDRESS
IDENTIFY TEAM ROLE:
EXECUTIVE
OPERATIONAL
CLINICIAN CHAMPION
IF SELECTED “OTHER” PLEASE PROVIDE RATIONALE:
QUESTIONS ABOUT THE PROGRAM? Please visit www.ValueCollaborative.org for the most up-to-date information, or
contact the program manager, Kim Mahoney, at 801-587-2157 or email [email protected].
4 of 5
PART 4
Leadership Team Confirmation and Commitment to Participate:
19. ONLINE LEARNING:
Teams must confirm their commitment to complete online learning (4 modules, 60 minutes total) prior to attending the
in-person training session in Salt Lake City, Utah (check box)
20. IN-PERSON TRAINING: (Note: if site is selected, travel expenses will be covered for up to 4 individuals to attend the live session)
ALL Team Members must confirm availability to travel and attend the in-person training session in Salt Lake City, Utah
for at least one (1) of the following target program dates: (check all that apply)
[
[
[
[
[
[
]
]
]
]
]
]
June 18-19 (Thursday/Friday)
June 25-26 (Thursday/Friday)
July 6-7 (Monday/Tuesday)
July 9-10 (Thursday/Friday)
Aug 3-4 (Monday/Tuesday)
Aug 6-7 (Thursday/Friday)
IMPORTANT: Only one (1) 2-day program date will be selected based on overall site availability. As this program
accommodates 5 sites (20 people), multiple dates are provided to expand opportunity for participation. The final program date
will be determined based on overall availability of applicant sites
21. IMPROVEMENT PROJECT:
Teams must commit to conduct a 90-day Sprint improvement cycle and participate in three (3) follow-up remote coaching calls
at quarterly intervals (60-minutes per session), for a total of 12 months improvement data capture and reporting (check box)
PART 5
Consent to Submit HIPAA Business Associate Agreement (BAA):
22. BAA CONSENT: (Note: A copy of the required University of Utah HIPAA BAA is available online at www.ValueCollaborative.org)
If selected as a participant site, a HIPAA Business Associated Agreement (BAA) will be signed and submitted to University of
Utah within 30 days of notification of application approval
PART 6
Organizational Leadership Letter of Support:
A letter from organizational leadership indicating awareness and support of team participation in this collaborative program is
required.
23. LETTER OF SUPPORT:
Please select your preferred method of submission:
[ ] A letter of support from leadership will be emailed to:
Kim Mahoney, Program Manager, at [email protected]
[ ] A letter of support from leadership will be mailed to:
University of Utah Health Care
Attn: Kim Mahoney, Program Manager
50 N. Medical Dr., Trailer 953
Salt Lake City, UT 84132
Please note the following review criteria when drafting your letter of support:
• Letter should be drafted by an individual from organizational leadership with adequate sponsorship authority to ensure
successful completion of all program deliverables
• Letter should acknowledge the individual strengths of identified team members that will contribute to overall project success
• Letter addresses organization’s commitment to improve health care value
QUESTIONS ABOUT THE PROGRAM? Please visit www.ValueCollaborative.org for the most up-to-date information, or
contact the program manager, Kim Mahoney, at 801-587-2157 or email [email protected].
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HEALTH PROFESSIONAL
VALUE TRAINING
ABOUT UTAH
Few places in the world boast landscapes as dramatic and diverse as Utah’s. Our natural
assets—ranging from 10,000-foot peaks to breathtaking desert scenes—are legendary. And
you don’t need to be an outdoor enthusiast to appreciate them. Wide-open spaces and
expansive horizons beckon big ideas. Nature restores and refocuses the mind. Put simply, the
world looks different from here.
Value University is a big idea born from the need to centralize improvement science training
and provide competency-based education that promotes the mastery of value at University of
Utah Health Sciences (UUHS). The only university health care system in the state of Utah,
UUHS is comprised of University of Utah Health Care Hospitals and Clinics (4 hospitals, 10
community clinics), University of Utah Schools of Medicine and Dentistry, as well as the
Colleges of Health, Nursing and Pharmacy. We provide patient care for the people of Utah,
Idaho, Wyoming, Montana, and much of Nevada and also serve as the training ground for
most of Utah’s physicians, nurses, pharmacists, therapists, and other health care professionals.
We look forward to hosting colleagues from across the nation in an innovative collaboration
that promotes transparency and peer networking around value.
ACCREDITATION
The University of Utah School of Medicine is accredited by the Accreditation Council for
Continuing Medical Education to provide continuing medical education for physicians.
DISCLOSURE: None of the faculty or planners or anyone in control of content for this
continuing medical education activity have any relevant financial relationships since the
content does not cover any products/services of a commercial interest; therefore, there are
no relevant financial relationships to disclose.
NONDISCRIMINATION AND DISABILITY ACCOMMODATION STATEMENT: The University of Utah
does not exclude, deny benefits to or otherwise discriminate against any person on the basis
of race, color, national origin, sex, disability, age, veteran’s status, religion, gender
identity/expression, genetic information, or sexual orientation in admission to or participation
in its programs and activities. Reasonable accommodations will be provided to qualified
individuals with disabilities upon request, with reasonable notice. Requests for
accommodations or inquiries or complaints about University nondiscrimination and
disability/access policies may be directed to the Director, OEO/AA, Title IX/Section 504/ADA
Coordinator, 201 S President’s Circle, RM 135, Salt Lake City, UT 84112, 801-581-8365
(Voice/TTY), 801-585-5746 (Fax).
SPONSOR
Support for this program was provided by a grant from the Robert Wood Johnson Foundation.