How can you spread standard work successfully?

By Ingrid Gerbino, MD, Virginia Mason Institute Faculty

Spreading-standard-work

It’s official. Your small team in primary care has developed new standard work and your team’s clinicians and staff members have been trained. When you’ve measured the work at 30, 60 and 90 days, the results are exceeding expectations. But spreading it throughout your clinic and the organization’s other clinics is daunting. You want to improve patient care and safety in larger numbers, but how can you make sure it will work at the other clinics?

The 5 secrets of spreading standard work

Successfully spreading standard work throughout a department, in multiple different clinics, is challenging. Here are five elements we have found to be helpful:

  1. Be sure your standard work is in keeping with organizational goals so that leaders and teams share the same sense of urgency. Low-hanging fruit is tempting to work on — and at times it should be considered — but it may not be a good fit for spread if it isn’t aligned with the larger goals.
  1. Create a Standard Work Guiding Team, which includes stakeholders from each site, to be the gatekeepers for all of the standard work. At Virginia Mason, for instance, the Standard Work Guiding Team (SWGT) is essential in deciding which pieces of standard work will be spread to each of our primary care clinics. Process owners make presentations at the monthly SWGT meetings about standard work they are hoping to spread and give an implementation plan, allowing for the guiding team to ask clarifying questions. The guiding team then has a 30-day period to vote on which standard work will be implemented and spread.
  1. Start small and even out the nuances during the spread. It’s important to ensure that the standard work you’ve developed translates well in different clinics with different geographic layouts and staffing. Limiting the spreading of the new standard work to one or two teams at a time is ideal, so that you can capture and share best practices before spreading to other teams. Abundant communication to all stakeholders during the spread is critical!
  1. Make the process visible and accountable. In the Department of Primary Care at Virginia Mason, we do this by using shared electronic Skills Maps – a tool that allows team members to know at a glance if a team has fully implemented key pieces of standard work. The accountability for training and implementation of the standard work is transparent and shared among team members.
  1. Create a toolkit for spread. In our best work, there is a step-by-step playbook containing any tools needed to roll out the new standard work. The playbook is updated with any new learning from teams as needed.

A reminder

Standard work, developed by team members doing the work, is an excellent tool to define best practice. As the father of the Toyota Production System taught us, “Without standards, there can be no improvement.” Once you have implemented standard work, you can build upon the work and sustain best practices.

The role of the leader is to connect the dots for team members, and ensure everyone understands their roles in standard work and sees how the work connects to the patient experience. Standard work allows us to mistake-proof our processes, helping to ensure that every patient has an outstanding experience and outcome, every time.

To learn more about engaging and motivating employees while creating and spreading standard work, register for our course Engaging Staff in Daily Improvement.

To learn how your organization can create a culture of continuous improvement, read about our Transformation Services.

Ingrid Gerbino, MD, a Virginia Mason faculty member, practices general internal medicine and provides leadership in the Department of Primary Care at Virginia Mason. A Kaizen Fellow graduate, she has completed the Virginia Mason Production System certification and has led process improvement initiatives involving the patient portal, the implementation of electronic results to endorse and more. Dr. Gerbino received her medical degree from UCLA and completed her residency in internal medicine at the University of Washington.

How does standard work lead to better patient safety?

By Eli Quisenberry, Director, Kaizen Promotion Office, Virginia Mason

We’re hurting people in health care more than we think.

Providers and other health care specialists frequently balance the art and the science of medicine. While many clinical studies and evidence of best practices guide our work, we are still dependent on medical specialists and staff to use their best critical thinking, judgment, and knowledge gained through experience to deliver high-quality health care. The challenge is that health care is complex and often chaotic, and people make mistakes. What’s more, variability in our processes leads to variation in patient care—and this is a huge problem. In health care, we know that no mistake or variation should be acceptable if it leads to the potential to harm a patient.

So the question becomes this: What can we do to prevent employees from causing harm to patients? How can we mistake-proof the way we deliver health care? One way that Virginia Mason makes processes safer is the creation of standard work.

Creating standard work

The first thing to realize about standard work is that it’s about efficiency, accuracy and safety and not about making workers into robots. It’s about making sure the patient is first in every part of the health care process—and that takes creativity, teamwork, and testing. It’s about asking at every step, “What is the best way the customer wants me to do this?” It’s about making routine the elements of care that we know will benefit the patient.

With standard work, the employees who are doing the work are key players in developing the standard work process.

That’s why it’s important that health care employees learn to analyze their processes, see waste, and prevent mistakes. And that’s why standard work becomes an opportunity to help employees do a better job. Instead of learning by mistakes, new employees can enter a process and quickly learn to use the best practices of those who developed the standard work.

What is standard work?

Creating standard work involves three parts:

  1. Deciding what the standard is, then creating and testing it. This is where the team analyzes the problem, studies the current work flow, and comes up with a solution that would be better from the patient’s point of view. Then the team uses the PSDA (Plan, Study, Do, Act) method to test and refine it. Remember: this is a learning journey; it’s where the rubber meets the road. This is where you find out if five different employees can use this standard work to produce results with no defects.
  2. Getting the standard work into place, and deploying it. This is where good training, open communication and follow-up with staff are crucial.
  3. Continuously improving the work. With standard work, you never rest on your laurels. You continue to audit the work and make enhancements to make it even safer for patients.

Case study of standard work

Standard work is useful whenever a process is not 100% free of defects. Is this too high a standard? Virginia Mason’s laboratory team didn’t think so.

When team members evaluated the way they labeled specimen tubes, they looked critically at their successive check process, which is completed on the check-in bench in the laboratory’s central processing department. They discovered that in a one-month period, the process failed to catch three mistakes. With more than 30,000 patient orders per month, this meant the process had a 0.01% defect rate. The team determined that the defect rate—though deemed acceptable or even very good in other health care organizations—wasn’t acceptable for Virginia Mason’s patients, who wanted zero mistakes. They knew that a lab mistake could translate to a delay, misdiagnosis or even the wrong treatment in a patient’s care.

So the team analyzed the process, eliminated waste, introduced standard work and used the concept of TWI (Training Within Industry) instruction to ensure that all team members were fully trained in the new standard process. The standard work they developed helped the team achieve zero defects in the next six-month period, and it defined the standard way that all new team members are trained today.

Why was this implementation successful?

The department’s leader, recognizing that creativity is good for employee engagement and skill-building, involved the employees in the investigation of the existing process and the creation and testing of a brand-new process. The leader said to them: “Is there a ‘best way’ for this process? How can our team bring the concept of continuous improvement to the table?” and then encouraged them to speak up with their ideas and made sure they had time to conduct analyses and testing between meetings.

All team members knew that the goal was to make this process more efficient, and therefore, safer and better for patients. They knew that to have a defect-free process, everyone needed to follow the new process, every time, in the same way.

And after the standard work was developed, deployed and refined, the employees were freed up to use creative thinking to investigate other systems and to devise new ways to improve them. Whenever employees developed new standard work, they became more confident and better skilled—really mastering their jobs and growing in their understanding of new aspects of their work every day. And this is because every team member asked, “How can I make this work better for our patients?”

To learn how to create health care processes with zero defects, register for our course Lean Training.

To learn more about creating standard work that engages and motivates employees, register for our course Engaging Staff in Daily Improvement.

Rhonda Stewart

Eli Quisenberry, MBA, is director for the Kaizen Promotion Office at the Virginia Mason Medical Center. He partners with leaders, staff, and teams across the medical center, applying the Virginia Mason Production System principles as they work to transform health care and achieve the organization’s vision as the quality leader. Eli has worked in health care administration for over 10 years and is a certified rapid process improvement workshop leader and a Training Within Industry trainer.

Using the Nemawashi gauge to guide improvement in patient safety

By Celeste Derheimer, RN, CPHQ, MBA, Transformation Services Sensei

A culture in support of safety is inextricably linked to a culture where continuous improvement thrives. Leaders drive values, values drive behaviors, and the collective behaviors of the individuals in an organization define its culture. These same leaders must be involved in creating the transformational change that is required to develop and sustain a culture of safety. Then they must implement and maintain a system that continuously engages staff. The Nemawashi gauge is a tool that can help leaders succeed in improving patient safety and engaging staff to contribute to continuous improvement.

Defining the Nemawashi gauge

Nemawashi is a Japanese term that means “to prepare the soil for planting or transplanting a tree so that it will live,” and it speaks to the adaptive aspects of change. In recent years, Virginia Mason identified five foundational elements needed to support improvement and developed the Nemawashi gauge to assess an area’s readiness for change:

    1. Leader preparation
    2. Genba presence
    3. Daily management
    4. Creating a line of sight
    5. Staff readiness and engagement

The Nemawashi gauge can help leaders discover the blend of technical and adaptive change required to successfully create and sustain a culture in support of patient safety.

How can leaders use the Nemawashi gauge to engage their staff?

To create and support an improvement culture, leaders and staff need to define the problems and participate in solving them. It’s just as important to move beyond complaints and generate new ideas. With these points in mind, readers can engage staff in the following ways:

  • Encourage your staff to speak up, and then reinforce that message. If a staff member believes that there is a process or an obstacle creating a barrier to patient care, the team needs to know. Also let staff know that you would like them to come to work with ideas for improvement, and then reinforce this by asking the team for ideas during huddles, genba walks and meetings.
  • Now that you have enabled your staff members to speak up about problems and new ideas, be sure to allow and reward courageousness. Staff need to know that their ideas are important, and that it is OK to feel vulnerable and take chances.
  • Be sure that the people who do the work improve the work. Let it be clear that an idea won’t languish in a suggestion box, waiting for someone else to act on it. Ideas need to be tested by the staff who will potentially implement the new ideas in their daily work.
  • Support staff as they test their ideas. Check in with them at the genba as part of daily management. Create a line of sight at weekly huddles, too, so staff can report on their progress to the team.
  • Remember that staff who see their ideas implemented become more engaged and more likely to continuously generate more ideas. Engaged staff are the ones who regularly seek improvement and make your organization better and your patients safer.

How has the Nemawashi gauge been received at Virginia Mason and other organizations?

At Virginia Mason, the Nemawashi gauge has helped leaders assess the readiness of their teams for change. As a result of using this tool and other patient safety tools and methods, we have seen a steady increase in continuous improvement, especially in clinical engagement. Most notably, we have seen an increase in our staff’s reporting of safety concerns—in fact, our Patient Safety Alerts (which are part of our system for empowering all team members to report any perceived threat to patient safety) have increased significantly because staff are paying close attention and feel empowered to speak up.

In my work as sensei at organizations worldwide, I know that daily management is crucial to sustaining the improvement culture, so I reinforce the constancy of purpose with every leader. At Virginia Mason, we know from our years of experience that discipline is necessary, even with all the other competing priorities and the surprises that come our way in health care. We also know that the resulting culture of engaged staff—and improvement of patient safety—is worth the effort.

To learn more about the Nemawashi gauge and other ways to improve patient safety, register for our course Creating a Culture of Patient Safety.

To learn more about how leaders can create and sustain an improvement culture, register for our course Engaging Staff to Drive Improvement.

Celeste Derheimer, RN, CPHQ, MBA, is a Transformation Services sensei at Virginia Mason Institute. A Kaizen Fellow graduate, with certification in the Virginia Mason Production System, she has led multiple kaizen activities to improve safety, quality and administrative processes. Prior to joining Virginia Mason Institute, she served as administrative director for Corporate Quality and Safety at Virginia Mason, where she was responsible for organization-wide quality improvement and patient safety. She has held leadership positions in numerous health systems in Washington and Oregon and has served as an examiner for the Malcolm Baldrige National Quality Award since 2006.

How Change Can Energize and Motivate an Organization

By Diane Miller, Executive Director, Virginia Mason Institute

Introducing the Virginia Mason Institute Team to Our Blog

Diane Miller

Diane Miller

I’d like to introduce the Virginia Mason Institute team to readers. In the coming months, more faculty members will be featured on the Virginia Mason blog, sharing their experience and explaining the ways that lean concepts can successfully be used in health care. A collection of lean thinkers and teachers, rigorously trained in the Virginia Mason Production System (VMPS), the team officially began transforming health care in organizations outside Virginia Mason in 2008. Today’s team comes with a variety of skills—in ambulatory flow, primary care and specialty medicine, nursing, patient safety, lean financial processes, lean architecture, and kaizen promotion—and they enjoy being lifelong learners and teachers.

Through the years, we’ve grown in number and in scope, so that now we’re training leaders on site in the United States, United Kingdom, Denmark and more. In our classrooms in Seattle, we’re training leaders from Maine to California, from the Netherlands to Japan and from Iceland to Brazil. In every one of our courses, we’re asking providers and organizations, one by one, to learn from Virginia Mason’s successes and failures and find the courage to change the culture and put patients first in all that they do.

Why is change necessary?

Change, as we know from experience, can be a rough road to travel. Health care providers naturally want to provide the best care, at all times, to their patients. Asking them to change processes may seem foreign or unnecessary—something they and their colleagues don’t have time for. But we know from years of experience that using Virginia Mason Production System tools and a new management method can not only change the way an organization operates, but also dramatically alter the patient and staff experience in a positive way. With the concept of continuous improvement embedded in our culture, we know that change can energize and motivate providers—providing multiple opportunities for innovation, teamwork and accomplishments that weren’t possible with an old management system.

Virginia Mason Institute team members in our new training facility

Virginia Mason Institute team members
in our new training facility

Here at Virginia Mason Institute, we’re undergoing a new change of our own as we take our model of continuous improvement to heart. First, based on feedback from attendees at our classes in Seattle, we’re building new classrooms. With seating arrangements that allow for more teambuilding, windows that allow natural light in all the spaces, corridors that enable thoughtful time between sessions and streamlined check-in processes and refreshment stands, the new space will better serve the national and international clientele who travel here to learn from and engage with us.

We’re also updating our courses to incorporate new case studies and simulation exercises to help the lean concepts we teach continue to powerfully resonate with health care providers and leaders. In every class, we pledge to deliver an extraordinary learning experience and be sure attendees leave with a greater capacity to reduce waste, improve patient safety and increase patient and staff satisfaction. All of our work is exciting to us, and this feeds our mission to energize and motivate health care teams around the world.

What to look forward to

In addition to introducing new voices to our blog and opening new classrooms, this year we’ll be redesigning our website and debuting more ways to interact with us on social media. We want you to learn from the lean journey that we have experienced for more than a decade and that we continue to experience every day. Our enthusiasm for transforming health care knows no bounds, and we’re proud to develop more and more connections to the broader community that wants to transform health care, too. Please connect with us to let us know what you’d like to see—in the blog, in our classrooms, in our courses—as we work to continuously improve the learning journey.

  • Talk to an expert who has lived the Virginia Mason Story
  • Enter your email address to follow this blog and receive notifications of new posts by email.

  • Virginia Mason Institute 3P Workshop
  • Virginia Mason Institute on Twitter:

  • Virginia Mason Medical Center

    Virginia Mason Medical Center is an award-winning, private, not-for-profit organization offering a network of primary and specialty care clinics around Seattle.

    http://www.VirginiaMason.org
  • ©2015 Virginia Mason Medical Center. All rights reserved.