Team Assessment - Care Planning

The Tool

This team assessment shows a range of behaviours that align with the Care Planning high impact changes and potentially better practices.

As a practice facilitator, we encourage you to use this tool early in your improvement team meetings to generate meaningful discussion. This tool may help the team recognize areas where the team already has strengths and potential areas for improvement. You may also uncover some differences of opinion among team members. The tool can be facilitated in a group, asking the team to collectively come up with a rating.

Directions:

Ask the team to come to a consensus to circle a number (on a 1-5 scale) that most closely represents the current state. On the left-hand side are statements that might closely reflect current common behaviors in practice and on the right-hand side are statements that may reflect a practice team’s desired behavior. How to use the 1-5 scale:

• 1 = statement to the left most accurately reflects our clinic’s current state
• 2 = we are closer to the left statement but making progress to move towards the right
• 3 = we have made considerable progress in this area, but still have a ways to go before we are at the desired state
• 4 = we are closer to the right statement but aren’t reliably at the desired state
• 5 = statement to the right most accurately reflects our clinic’s current state

It may be difficult to assign a rating; you may want to use an average of team member responses.

We suggest using this assessment at the start of your process improvement efforts in order to identify strengths and opportunities for improvement. It may be helpful to repeat this activity again at six months to assess your progress.

Questions the practice facilitator may want to consider to engage the team in discussion:

• What is the range of responses across team members? Do you arrive at consensus easily? What factors influenced this range of responses? How did team members in different roles differ in their responses?
• What were some of the highest scoring statements? What were some of the lower scoring statements?
• Where might you begin your improvement efforts?

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