1
Shandi Miller 1 , Danielle Schirmer 1 , Nadia Benomar 2 , Karim Skiredj 3 , Philippe Tamba 2 , Alain Rondeau 2 , Marie-Hélène Jobin 2 , Pasquale Roberge 4 , Jeannie Haggerty 3 , Yves Couturier 4 1 University of Sherbrooke, Longueil, QC, 2 Pôle Santé HEC Montréal, University of Montreal, Montreal, QC, 3 McGill University, Montreal, QC, 4 University of Sherbrooke, Sherbrooke, QC Cross-case analysis of coaching support provided to teams implementing innovations in primary care: recommendations and lessons learned from a Quebec-based network References Réseau-1 Québec (R1Q, the Quebec-based SPOR Network in Primary and Integrated Health Care Innovations) aims to actively engage researchers, clinicians, patients and decision-makers in the generation and application of knowledge on best practices in primary healthcare in order to bridge the gap between research and clinical practice and improve primary care services. One of the key mechanisms for delivering on this objective is our innovative approach to funding and accompanying small-scale projects. Every year, R1Q funds four practice-based research projects led by researcher-clinician teams looking to implement innovations in primary care. Inspired by an Institute for Healthcare Improvement white paper on organizational strategies to achieve system level changes (Nolan 2007), and after rigorous scientific review by a selection committee, the teams are supported by an Oversight and Learning Committee (OLC), which provides structured coaching in the areas of knowledge translation, patient engagement, organizational change and project management. Funding University Partners Contact Consult our website to learn about our values and approach with regards to potential conflicts of interest. [email protected] www.reseau1quebec.ca @reseau1quebec Nolan, T W (2007). Execution of strategic improvement initiatives to produce system-level results. IHI Innovation Series white paper. Cambridge, MA: Institute for Healthcare Improvement. Skiredj, K, Benomar, N, Rondeau, A, Jobin, M-H (2017). Mise en oeuvre de projets d’innovation: Rapport Final. Pôle Santé, HEC Montréal. Rapport interne. Background Approach Results Conclusion Development (4-6 months) $5000 Project Phases and Coaching Support Implementation (12 months) $20,000 Knowledge Translation and Evaluation (2 months) Oversight and Learning Committee made up of expert consultants provide structured coaching throughout life cycle of project Meetings every 3 months between committee and research team members Periodic training sessions (patient engagement, KT, project planning, etc.) Regular email and phone calls between project leads and mentors (members of the Oversight and Learning Committee) Project teams lacked knowledge and know-how in key implementation strategies and could have benefited from having access to training and tools very early on in the project life cycle Before projects are implemented, teams should have access to key tools and get training in essential strategies (change management, governance, leadership, performance management and project management) Teams had difficulty benefiting from the coaching support on offer in a group format. They would have preferred support tailored to their individual project needs The coaching process should be tailored to meet the individual needs of each project Project teams could have been better prepared for the challenges they encountered in the implementation phase if the OLC had followed up with them more proactively Teams should be followed and supported throughout the implementation of their projects and at set points in time Projects tended to be at different stages of the innovation cycle (i.e. innovation, adoption or diffusion) and therefore had differing needs in terms of coaching support and strategies for implementation Projects selected should be at similar stages of the innovation cycle The cross-case analysis of the coaching and oversight provided to R1Q-funded teams implementing innovations in primary care demonstrates the challenges and complexity of providing such support. R1Q is committed to learning and improving on theprocess and has already adapted its approach for subsequent cohorts by providing timely, individualized support to project teams. R1Q is also undertaking a strategic analysis of its funding calls and is set to launch new opportunities which will take into account the stages of innovation of the projects funded in order to maximize our impact. Challenges Recommendations In 2016, R1Q partnered with Pôle Santé HEC Montréal to undertake a cross-case analysis of the 2015-2016 cohort of projects to identify best practices in the implementation of innovations, and to uncover what worked well and what needed improvement in terms of the coaching support provided by R1Q (Skiredj et al. 2017). Between January and August 2016, during the initial development phase of projects, two HEC Pôle Santé graduate students (Skiredj and Tamba) conducted an in-depth literature review of successful strategies for the implementation of innovations as well as semi- structured phone interviews with project team leads. They also observed two virtual meetings of all the team leads, and reviewed the projects’ research protocols. The thematic analysis which resulted could have been richer if multiple interviews had taken place over the life cycle of the projects. Nevertheless, documenting the teams’ experiences in the beginning phases of their projects enabled us to identify the challenges that emerged early on for them and the ways in which these might have impacted successful project implementation. Oversight and Learning Committee HEC Pôle Santé cross-case analysis Cross -case analysis *Project teams work in close collaboration with one of R1Q’s four practice-based research networks, or RRAPPL (Réseau de recherché axée sur les pratiques de première ligne). Pôle Santé students and researchers Pôle Santé students and researchers Pôle Santé students and researchers Project Project Project Project RRAPPL RRAPPL RRAPPL RRAPPL*

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Page 1: Cross-case analysis of coaching support provided to …reseau1quebec.ca/wp-content/uploads/2017/06/Poster_accompagnem… · paper on organizational strategies to achieve system level

Shandi Miller1, Danielle Schirmer1, Nadia Benomar2, Karim Skiredj3, Philippe Tamba2, Alain Rondeau2, Marie-Hélène Jobin2, Pasquale Roberge4, Jeannie Haggerty3, Yves Couturier4

1 University of Sherbrooke, Longueil, QC, 2 Pôle Santé HEC Montréal, University of Montreal, Montreal, QC, 3 McGill University, Montreal, QC, 4 University of Sherbrooke, Sherbrooke, QC

Cross-case analysis of coaching support provided to teams implementing innovations in primary care: recommendations and lessons learned from a Quebec-based network

References

Réseau-1 Québec (R1Q, the Quebec-based SPOR Network in Primary andIntegrated Health Care Innovations) aims to actively engage researchers,clinicians, patients and decision-makers in the generation and applicationof knowledge on best practices in primary healthcare in order to bridgethe gap between research and clinical practice and improve primary careservices. One of the key mechanisms for delivering on this objective isour innovative approach to funding and accompanying small-scaleprojects. Every year, R1Q funds four practice-based research projects ledby researcher-clinician teams looking to implement innovations inprimary care. Inspired by an Institute for Healthcare Improvement whitepaper on organizational strategies to achieve system level changes(Nolan 2007), and after rigorous scientific review by a selectioncommittee, the teams are supported by an Oversight and LearningCommittee (OLC), which provides structured coaching in the areas ofknowledge translation, patient engagement, organizational change andproject management.

Funding University Partners Contact

Consult our website to learn about our values and approach with regards to potential conflicts of interest.

[email protected]

www.reseau1quebec.ca

@reseau1quebec

Nolan, T W (2007). Execution of strategic improvement initiatives to produce system-level results. IHI Innovation Series white paper. Cambridge, MA: Institute for Healthcare Improvement.

Skiredj, K, Benomar, N, Rondeau, A, Jobin, M-H (2017). Mise en oeuvre de projets d’innovation: Rapport Final. Pôle Santé, HEC Montréal. Rapport interne.

Background

Approach

Results

Conclusion

Development (4-6 months)

$5000

Project Phases and Coaching Support

Implementation (12 months)

$20,000

Knowledge Translation and

Evaluation (2 months)

• Oversight and Learning Committee made up of expert consultants provide structured coaching throughout life cycle of project

• Meetings every 3 months between committee and research team members

• Periodic training sessions (patient engagement, KT, project planning, etc.)

• Regular email and phone calls between project leads and mentors (members of the Oversight and Learning Committee)

Project teams lacked knowledge and know-how in key implementation strategies and could have

benefited from having access to training and tools very early on in the project life cycle

Before projects are implemented, teams should have access to key tools and get training in essential strategies

(change management, governance, leadership, performance management and project management)

Teams had difficulty benefiting from the coaching support on offer in a group format. They would

have preferred support tailored to their individual project needs

The coaching process should be tailored to meet the individual needs of each project

Project teams could have been better prepared for the challenges they encountered in the implementation phase if

the OLC had followed up with them more proactively

Teams should be followed and supported throughout the

implementation of their projects and at set points in time

Projects tended to be at different stages of the innovation cycle (i.e. innovation, adoption or diffusion) and therefore had differing

needs in terms of coaching support and strategies for implementation

Projects selected should be at similar stages of the innovation

cycle

The cross-case analysis of the coaching and oversight provided to R1Q-funded teams implementing innovations in primarycare demonstrates the challenges and complexity of providing such support. R1Q is committed to learning and improvingon the process and has already adapted its approach for subsequent cohorts by providing timely, individualized support toproject teams. R1Q is also undertaking a strategic analysis of its funding calls and is set to launch new opportunities whichwill take into account the stages of innovation of the projects funded in order to maximize our impact.

Challenges Recommendations

In 2016, R1Q partnered with Pôle Santé HECMontréal to undertake a cross-case analysis of the2015-2016 cohort of projects to identify bestpractices in the implementation of innovations, andto uncover what worked well and what neededimprovement in terms of the coaching supportprovided by R1Q (Skiredj et al. 2017). BetweenJanuary and August 2016, during the initialdevelopment phase of projects, two HEC Pôle Santégraduate students (Skiredj and Tamba) conducted anin-depth literature review of successful strategies forthe implementation of innovations as well as semi-structured phone interviews with project team leads.They also observed two virtual meetings of all theteam leads, and reviewed the projects’ research

protocols. The thematic analysis which resulted could have been richer if multiple interviews had taken place over the life cycleof the projects. Nevertheless, documenting the teams’ experiences in the beginning phases of their projects enabled us toidentify the challenges that emerged early on for them and the ways in which these might have impacted successful projectimplementation.

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*Project teams work in close collaboration with one of R1Q’s four practice-based research networks, or RRAPPL

(Réseau de recherché axée sur les pratiques de première ligne).

Pôle Santé students and researchers

Pôle Santé students and researchers

Pôle Santé students and researchers

Project Project ProjectProject

RRAPPL RRAPPLRRAPPLRRAPPL*