Capella University Science Case Study

Data Driven Strategic Planning•
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Introduction
Email from Evelyn Unger
Document: Clarion Court Strategic Plan
Document: Adverse Incident Report
Document: Medicare.gov Compare Report
Stakeholder Interviews
Email Response to Evelyn Unger
Conclusion
Credits
Introduction
Strategic Planning in health care organizations involves data gathering, reviewing measures of
past performance, and other efforts in order to identify gaps in knowledge or misinterpretation of
data. This review and analysis allows managers to improve the strategic planning and identify
the appropriate measurements to ensure goals are met.
In this activity, you will have the opportunity to review documentation and to meet with key
stakeholders in order to develop recommendations to improve the current strategic plan.
Educational Goals
After completing the activity, you will be prepared to:
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Identify needs and gaps in an existing strategic plan.
Analyze quality improvement projections and budgets for gaps, mistakes, and areas of
uncertainty.
Recommend specific improvements to the current measurable goals in the organization’s
strategic plan.
Email from Evelyn Unger
Clarion Court Strategic Plan Analysis
From: Evelyn Unger, Project Coordinator
To: Sam Monboe
Sam,
I’m going to be in and out of meetings today, but I wanted to touch base before I’m completely
unavailable.
To recap the goal of your meetings with Clarion Court, you’re looking at their strategic planning,
talking with stakeholders about their vision for the future, and putting together some
recommendations that can bridge the gaps between past performance, past planning, and future
goals.
I’ve put their last strategic plan and also some reports on key quality measures onto the network
drive for you. You should review those before heading into your meetings. I’ve scheduled time
with four key stakeholders and recommend you talk with each of them. And, finally, I’ll check in
with you after your interviews to get your initial thoughts. Until then, I’ll leave you to reviewing
the materials I mentioned.
Let me know if you need anything.
Evelyn Unger, Data Analytics Project Coordinator
Document: Clarion Court Strategic Plan
Clarion Court Strategic Plan
2012 – 2017
This plan maps a comprehensive and forward thinking strategic plan for the operation of Clarion
Court Skilled Nursing Facility. It represents input from over 100 stakeholders, family members,
residents, staff, and board members who helped us create a roadmap to success according to all
measures of that term.
Our goal with this plan was to create a document that would allow us to maintain our
commitment to quality care for our residents provided in a respectful and dignified manner in a
pleasant and homelike environment. This plan accomplishes that and provides a framework for
oversight and guidance on the part of our board and executive leadership.
Vila Health Mission Vision and Values
Mission
Vila Health is a comprehensive system of health dedicated to preventing and treating illness and
improving the health of the people it serves through innovative and compassionate care.
Vision
Clarion Court will provide outstanding nursing and rehabilitation for every patient we are
privileged to care for. Our Vision is to be recognized as leading the way for quality and patient
satisfaction.
Values
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We embrace the commitment to provide care and compassion for our patients, their
families, and our colleagues and staff members.
We promise to make teamwork & genuine respect for one another a hallmark of the
Clarion Court workplace.
We dedicate ourselves to making improvement of the quality of care our passion and our
goal.
Clarion Court Strategic Goals
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A renewed focus on resident care, services, and programs.
A leadership style that encourages communication and growth at all levels.
A healthy workplace that supports staff ability to provide the highest level care.
A commitment to honoring and encouraging diversity in the workplace and in our
residents.
Dedication to creating a modern physical environment that provides privacy, safety, and
aesthetic satisfaction to residents and workers.
Download PDF
Document: Adverse Incident Report
Adverse Incident Report
2015 – 2016
2015 Monthly Adverse Event Reporting —
Clarion Court Skilled Nursing Facility
2015
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Total
Falls
Fall with major
5
10
6
6
4
2
9
7
2
3
1
2
57
1
3
0
0
0
0
1
0
1
0
0
0
6
0
0
1
1
0
0
0
0
0
1
0
0
3
5
2
0
1
1
1
0
1
0
0
0
1
12
2
0
0
2
0
1
1
0
0
0
0
0
6
Jul
Aug
Sep
Oct
Nov
Dec
injury
Medication
errors
Newly reported
pressure sores
Documentation
errors
2016 Monthly Adverse Event Reporting —
Clarion Court Skilled Nursing Facility
2016
Jan
Feb
Mar
Apr
May
Jun
Total
Falls
Fall with major
4
3
1
2
0
1
1
0
4
0
2
0
18
2
1
0
0
0
1
0
0
2
0
1
0
7
0
0
1
0
0
0
0
1
0
0
0
0
2
injury
Medication
errors
2016
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Total
Newly reported
1
2
1
0
2
1
0
3
2
3
0
0
15
0
0
0
0
0
0
1
0
0
0
1
0
2
pressure sores
Documentation
errors
Download XLS
Document: Medicare.gov Compare Report
ourt:
Nursing Home Profile — Quality Measures
Clarion Court Skilled Nursing Facility
Overall Rating:3 out of 5 stars
Nursing Home Information:
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112 certified beds
Participates in Medicare and Medicaid
Ownership: For profit — corporation
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National
Clarion Court
MN Average
Average
Percent of long-stay residents experiencing one
5.2
4.3
3.3
2.1
4.1
4.6
6.3
11.3
7.8
6.4
4.4
5.7
62.4
50
46.8
1.9
3.1
2.8
1.8
0.2
0.7
25.9
17.3
18.2
19.8
14.7
15.3
or more falls with major injury
Percent of long-stay residents with a urinary tract
infection
Percent of long-stay residents who self-report
moderate to severe pain.
Percent of long-stay residents with pressure
ulcers.
Percent of long-stay residents low risk residents
who lose control of their bowels or bladder.
Percent of long-stay residents who have/had a
catheter inserted and left in their bladder.
Percent of long-stay residents who were
physically restrained.
Percent of long-stay residents whose ability to
move independently worsened.
Percent of long-stay residents whose need for
help with daily activities has increased.
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National
Clarion Court
MN Average
Average
Percent of long-stay residents who lose too much
4.2
6.9
7.1
1.6
4.8
5.4
19.4
13.7
23.5
96.2
96.4
94.5
98
95
93.4
23.7
13.6
16.9
weight.
Percent of long-stay residents who have
depressive symptoms.
Percent of long-stay residents who received an
antianxiety or hypnotic medication.
Percent of long-stay residents assessed and
given, appropriately, the seasonal influenza
vaccine.
Percent of long-stay residents assessed and
given, appropriately, the pneumococcal vaccine.
Percent of long-stay residents who received an
antipsychotic medication.
Download PDF
Stakeholder Interviews
You have time available to meet with all four individuals from the Clarion Court staff. These
individuals will provide insight to the situation and help you determine your recommendations
and approach to Clarion Court’s issues.
Content of this section depends on choices made during the scenario. Complete at least one
attempt of the scenario to see your choices reflected here.
Email Response to Evelyn Unger
Re: Clarion Court Strategic Plan Analysis
From: Evelyn Unger, Project Coordinator
To: Sam Monboe
Sam,
I hope you had a productive day — I’m sure Stephen and his people brought you up to speed on
what’s going on at Clarion Court. I know you haven’t really had any time to digest everything
you learned today, but could you give me a high-level summary of what you learned and what
your next steps are?
I’m most interested in your thoughts on the key points you intend to focus on and what red flags
you noticed during your conversations and review of the materials.
I don’t need a full draft of your presentation — just initial thoughts and impressions.
Thanks,
Evelyn
After reading the email, write a reply that addresses the leadership team’s questions.
Content of this section depends on choices made during the scenario. Complete at least one
attempt of the scenario to see your choices reflected here.
Conclusion
Congratulations! You have completed the Data Driven Strategic Planning Activity.
You’re now ready to help the leaders in Vila Health and Clarion Court by analyzing their current
strategic plan for gaps and miscalculations.
Credits
Subject Matter Expert:
Christopher Miller, DHSc, MHM
Interactive Design:
Estelle Domingos, Mark Bune, Marc Ashmore
Interactive Developer:
Peter Hentges
Instructional Design:
Jae Johnson
Media Instructional Design:
Felicity Pearson
Project Management:
Julie M-Courts Greunke
Licensed under a Creative Commons Attribution 3.0 License.
Discussion Topic: Understanding Quality
Improvement Needs
Review the Vila Health: Quality Assurance and Leadership challenge. Then,
discuss with your peers your understanding of the quality improvement needs
and what models, theories, and tools are needed at Vila Health for a quality
improvement strategy.
Assignment Topic: Vila Health: Quality Assurance
and Leadership
Introduction
Quality improvement programs are often the cornerstone to a successful health
care organization. Today’s modern health care organization needs to have
ongoing quality improvement and assurance programs. Today’s health care
leader needs to be able to analyze and apply the appropriate tools such as
statistical analytics, data analysis tools, and effective quality improvement
approaches. Quality improvement must be a team approach as well. Leaders
need to understand the current trends, leadership models, and best practices for
teambuilding around quality improvement initiatives. The team approach is
essential to quality assurance.
Instructions
In this assignment, you will view the Vila Health scenario. You will assume the
role of a quality assurance manager tasked with leading a team toward a more
effective quality improvement program. You will develop an executive summary.
To be successful in this assignment, you need to complete the following:
Complete the Vila Health scenario, including interviews with various staff at
the hospital organization.
• Research current trends in quality improvement leadership styles,
approaches, and best practices.
• Research how the team approach in health care improves quality.
In your executive summary:
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Summarize your findings from the Vila Health interviews and scenario.
Describe current best practices for teambuilding and getting staff members
on board with quality improvement programs.
• Present your analysis of the leadership approaches that you feel are best fit
for leading quality improvement teams at Vila Health.
• Describe your research on the best statistical analysis and quality
improvement tools and approaches then apply them to the situation at Vila
Health.
• Conclude with 3–4 recommendations for long-term sustainability with
quality improvement teams and the leadership approaches.
Pay attention to the critical elements that form part of the grading criteria for this
assignment:
• Select a health care strategy for quality improvement.
• Determine the appropriate team structure.
• Apply current best practices in team leadership for quality improvement
processes.
• Analyze current trends in the application of quality improvement and
statistical tools.
• Apply current and proven leadership skills, models, and best practices for
developing a quality improvement program.
• Apply best practices in leadership, proven leadership models, and current
leadership approaches for leading teams in quality improvement programs.
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Writing Requirements
Your paper should meet the following requirements:
Length: 3–4 double-spaced pages (excluding the cover page and references
list). Include page numbers, headings, and running headers.
• References: 3–5 current peer-reviewed references.
• Formatting: Use current APA style and formatting, paying particular attention
to citations and references.
• Font and font size: Times New Roman, 12 point.
Review the Vila Health: Quality Assurance and Leadership Scoring Guide to
ensure you understand the grading criteria for this assignment.
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Submit your Word document as an attachment to the assignment area.
Note: Your instructor may also use the Writing Feedback Tool to provide
feedback on your writing. In the tool, click the linked resources for helpful writing
information.
Book Excerpts: