Informatics Capacity Self-Assessment and Planning Worksheet Developed for the 2014 Public Health Informatics Conference session entitled, “Informatics-Savvy Organization in Public Health: Vision, Strategies, and Resources” 1 The authors1 propose that there are three major capacities of an informatics-savvy health department: It has an organization-wide informatics vision and governance, a skilled workforce, and well-designed and effectively-used information systems. Under each of these three capacities are a variety of more specific elements, found on pages 2 and 3. We believe these capacities and related elements are needed by health departments to be effective in using information and information technology to improve public health practice and health outcomes. The capacities can apply at both a program level and an agency-wide level. This worksheet is designed to help you think through these capacities, and to score your program and/or your agency (and perhaps yourself) in terms of the extent to which the capacity has been attained. For each capacity, you will be able to rate your program or agency’s current level of attaining that particular capacity. Perhaps more importantly, you can indicate what next concrete step you can take to work toward increased capacity. We developed this list of capacities and elements for the 2014 Public Health Informatics Conference. However, we hope it will continue to grow and be refined through use and the input from users like you. Please send your ideas, suggestions or adaptations to Bill Brand at [email protected]. Skilled workforce Informatics vision and governance Well-design, effectively used systems InformaticsSavvy Health Department An informatics-savvy health department has… 1 Developed by Bill Brand, MPH, Public Health Informatics Institute; Martin LaVenture, PhD, Minnesota Department of Health; Sripriya Rajamani, PhD, University of Minnesota; Wu Xu, PhD, Utah Department of Health. Send comments to [email protected]. Informatics Capacity Self-Assessment and Planning Worksheet 1 April 2014 Organization-wide informatics vision and governance ● ● ● ● ● ● ● ● ● ● ● ● Defined, ongoing governance and leadership, with a clear process for decision-making. A well-articulated vision, strategies and metrics for how the agency uses information to support its public health mission. A well-articulated vision, strategies and metrics for how information technology supports effective use of the information the agency collects and/or uses. Policies that support the agency's informatics vision, strategies, innovation and metrics. An organizational focal point for informatics (e.g., an informatics unit, a Chief Informatics Officer) with crossdepartment responsibilities and authorities, including those related to the organization’s informatics vision and strategies. An organization-wide approach to interoperability, adhering to the appropriate sets of standards. Funding for positions, training, project management, and other components. Effective relationships with data trading and other community partners. Effective relationship with central IT as a strategic partner. Effective collaborations with community partners who have an interest/responsibilities for population health assessment and/or management (ACOs, health plans, QIOs, etc.). Policies and standards to ensure the confidentiality, security and integrity of data. ● ● ● ● ● Well-designed and effectively used information systems ● ● A skilled workforce ● Training strategies for improving informatics knowledge and Informatics Capacity Self-Assessment and Planning Worksheet skills across a broad range of staff classifications. Trained informaticians in key roles at department and/or program levels, both academically prepared and through continuing education. Managers/supervisors of large information system programs (e.g., cancer registries, immunization information systems, vital records) that have knowledge and skills of informatics principles, concepts, methods and tools gained through academic preparation or experience. Staff at the professional program level (e.g., epidemiologists, public health nurses, data analysts, data quality specialist) that are skilled in using information systems and tools, and knowledgeable about system evaluation metrics and the organization’s process for documenting needed system improvements. Staff at multiple levels of the organization participate in the informatics activities of their respective professional associations (e.g., CSTE, APHL, AIRA, etc.). An increasing participation in collaboratively developed requirements, shared services and/or applications, either across programs within the organization or with other health departments. Effective relationships with software vendors. ● 2 Information systems that effectively meet the information needs, workflows and practices of staff and programs. Systems that are interoperable with other systems internally, as well as with external data exchange partners. Information systems that use nationally recognized April 2014 ● ● ● vocabulary, messaging and other appropriate standards. Processes and metrics for evaluating and improving information systems/applications from the end user perspective. Systems that are based on rigorously defined requirements and user-centered design. ● ● Sound project management principles and tools to guide IT projects, including System Development Life Cycle (SDLC) management. Effective planning to ensure critical success factors are met. Access to data analytic, visualization and reporting (AVR) tools. ______________________________________________________ Instructions for completing the worksheet For each element below, score where you believe y our program and/or agency currently stands. You may also wish to score where you yourself stand in terms of the knowledge, skills or confidence to play a leading role in developing that element for your program or agency. Then identify one or two practical, concrete next steps that could be taken to move towards the next higher score. Avoid high level, vague statements; focus instead on simple, concrete actions that are do-able and measurable. It may be as simple as having a conversation with a key person or doing some fact-finding. Taken together and acted upon, the next steps will advance your efforts to become an informatics-savvy health department ad an informatics leader Rating legend: 0 = We have not yet begun to attain this capacity. 1 = We recognize its importance; have begun to lay the groundwork to attain this capacity. 2 = We have taken some steps to attain this capacity. 3 = We have made good progress with this capacity, and have plans to attain more. Informatics Capacity Self-Assessment and Planning Worksheet 4 = Have mostly attained this capacity, although we can still see more that needs to be done. 5 = We have attained this capacity fully for the purposes for which we intended/needed. 3 April 2014 Key Capacity and Related Elements Program Rating (0-5) Agency Rating (0-5) Personal Rating (0-5) Next Steps An informatics-savvy health department has: Organization-wide informatics vision and governance Defined, ongoing governance and leadership, with a clear process for decision-making. A well-articulated vision, strategies and metrics for how the agency uses information to support its public health mission. A well-articulated vision, strategies and metrics for how information technology supports effective use of the information the agency collects and/or uses. Policies that support the agency's informatics vision, strategies, innovation and metrics. Informatics Capacity Self-Assessment and Planning Worksheet 4 April 2014 Key Capacity and Related Elements Program Rating (0-5) Agency Rating (0-5) Personal Rating (0-5) Next Steps An informatics-savvy health department has: An organizational focal point for informatics (e.g., an informatics unit, a Chief Informatics Officer) with cross-department responsibilities and authorities, including those related to the organization’s informatics vision and strategies. Funding for positions, training, project management, and other components. An organization-wide approach to interoperability, adhering to the appropriate sets of standards. Effective relationships with data trading and other community partners. Informatics Capacity Self-Assessment and Planning Worksheet 5 April 2014 Key Capacity and Related Elements Program Rating (0-5) Agency Rating (0-5) Personal Rating (0-5) Next Steps An informatics-savvy health department has: Effective relationship with central IT as a strategic partner. Effective collaborations with community partners who have an interest/responsibilities for population health assessment and/or management (ACOs, health plans, QIOs, etc.). Policies and standards to ensure the confidentiality, security and integrity of data. A skilled workforce Training strategies for improving informatics knowledge and skills across a broad range of staff classifications. Informatics Capacity Self-Assessment and Planning Worksheet 6 April 2014 Key Capacity and Related Elements Program Rating (0-5) Agency Rating (0-5) Personal Rating (0-5) Next Steps An informatics-savvy health department has: Trained informaticians in key roles at department and/or program levels, both academically prepared and through continuing education. Managers/supervisors of large information system programs (e.g., cancer registries, immunization information systems, vital records) that have knowledge and skills of informatics principles, concepts, methods and tools gained through academic preparation or experience. Staff at the professional program level (e.g., epidemiologists, public health nurses, data analysts, data quality specialist) that are skilled in using information systems and tools, and knowledgeable about system evaluation metrics and the organization’s process for documenting needed system improvements. Staff at multiple levels of the organization participate in the informatics activities of their respective professional associations (e.g., CSTE, APHL, AIRA, etc.). Informatics Capacity Self-Assessment and Planning Worksheet 7 April 2014 Key Capacity and Related Elements Program Rating (0-5) Agency Rating (0-5) Personal Rating (0-5) Next Steps An informatics-savvy health department has: An increasing participation in collaboratively developed requirements, shared services and/or applications, either across programs within the organization or with other health departments. Effective relationships with software vendors. Well-designed and effectively used information systems Information systems that effectively meet the information needs, workflows and practices of staff and programs. Systems that are interoperable with other systems internally, as well as with external data exchange partners. Informatics Capacity Self-Assessment and Planning Worksheet 8 April 2014 Key Capacity and Related Elements Program Rating (0-5) Agency Rating (0-5) Personal Rating (0-5) Next Steps An informatics-savvy health department has: Information systems that use nationally recognized vocabulary, messaging and other appropriate standards. Processes and metrics for evaluating and improving information systems/applications from the end user perspective. Systems that are based on rigorously defined requirements and user-centered design. Sound project management principles and tools to guide IT projects, including System Development Life Cycle (SDLC) management. Informatics Capacity Self-Assessment and Planning Worksheet 9 April 2014 Key Capacity and Related Elements Program Rating (0-5) Agency Rating (0-5) Personal Rating (0-5) Next Steps An informatics-savvy health department has: Effective planning to ensure critical success factors are met. Access to data analytic, visualization and reporting (AVR) tools. Informatics Capacity Self-Assessment and Planning Worksheet 10 April 2014
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