perioperative clinical development and assessment tools cdat project group

1. Perioperative Clinical Development and Assessment tools (CDAT)Project Group Presented by Lilian Blair CNC & Brian Julien CNE NSW OTA Professional Day for Perioperative Nurse Educators Friday 19 August 2011

2. Background Identified a need for NSW-specific clinical �assessment� tools for Perioperative Nurses These will be NSW OTA endorsed documents, that are reflective of ACORN standards, NSW legislation/policy, ANZCA Standards, ANMC etc.

3. Aims of the Project Pooling of resources and expertise. Promote consistency in practice. Encourage the tools to be used as evidence in professional portfolios. Universal tool for staff moving between facilities Documents based on best practice standards Produce documents that embrace all the perioperative specialities. Endorsed and promoted NSW OTA Available to download on the NSW OTA web site for free. reduce the time consuming practice of perioperative nurses "reinventing the wheel� at local facility level by pooling our resources and expertise. promote consistency in practice amongst NSW perioperative nurses and encourage the tools to be used as evidence in professional portfolios. produce documents that are based on best practice standards, including but not restricted to, ACORN standards, NSW legislation/policy, ANZCA Standards, ANMC etc produce documents that embrace all the perioperative specialities ie: instrument, circulating, anaesthetic and recovery roles. have the documents endorsed by the NSW OTA and available for free on the NSW OTA web site. reduce the time consuming practice of perioperative nurses "reinventing the wheel� at local facility level by pooling our resources and expertise. promote consistency in practice amongst NSW perioperative nurses and encourage the tools to be used as evidence in professional portfolios. produce documents that are based on best practice standards, including but not restricted to, ACORN standards, NSW legislation/policy, ANZCA Standards, ANMC etc produce documents that embrace all the perioperative specialities ie: instrument, circulating, anaesthetic and recovery roles. have the documents endorsed by the NSW OTA and available for free on the NSW OTA web site.

4. Project team Project lead by NSW OTA Executive. Expression of interest was sent to NSW OTA members July 2010. Project team membership we were aiming for Members to represent Sydney (zone) One member to represent each NSW OTA zone Project leaders will be Lilian Blair (NSW OTA Website Officer) and Brian Julien (NSW OTA Executive Member) under the guidance of Jenny Cubitt, NSW OTA Project Officer. Originally aiming for 6 NSW OTA members from the Sydney metropolitan area One member to represent each NSW OTA zone � if more than one person per zone is interested in participating the decision for who will represent and be correspondent for the zone will be made by the zone members/executive themselves. Project leaders will be Lilian Blair (NSW OTA Website Officer) and Brian Julien (NSW OTA Executive Member) under the guidance of Jenny Cubitt, NSW OTA Project Officer. Originally aiming for 6 NSW OTA members from the Sydney metropolitan area One member to represent each NSW OTA zone � if more than one person per zone is interested in participating the decision for who will represent and be correspondent for the zone will be made by the zone members/executive themselves.

5. Criteria for membership Current NSW OTA member with =3 years experience in a Perioperative specialty area. Previous production/use of competency assessment tools. Commitment of 4 to 6 hours per month for 12 months Support from line management to participate and particularly for trialing of documents in the workplace. Project members MUST be current NSW OTA members. Minimum of 3 years experience in a perioperative nursing speciality area. Have participated in the production or use of competency tools in the workplace. Ability to ensure an ongoing commitment of 4 to 6 hours per month to the project to participate in discussions, feedback etc. Ability to ensure an ongoing commitment to the project for a minimum of 12 months. Ability to correspond with the project group via email. Ability to meet project deadlines on a regular basis. Support from line management to participate in the project, particularly for when the time comes for the trialling of documents in the workplace.Project members MUST be current NSW OTA members. Minimum of 3 years experience in a perioperative nursing speciality area. Have participated in the production or use of competency tools in the workplace. Ability to ensure an ongoing commitment of 4 to 6 hours per month to the project to participate in discussions, feedback etc. Ability to ensure an ongoing commitment to the project for a minimum of 12 months. Ability to correspond with the project group via email. Ability to meet project deadlines on a regular basis. Support from line management to participate in the project, particularly for when the time comes for the trialling of documents in the workplace.

6. Goals of the project Agree upon a template for the layout and contents of all future documents. Develop and prioritise a list of the required generic topics from each speciality area. Work will then start on the documents in order of priority, ensuring equity between specialities. Completed documents trialled by clinicians in each project members work place. Evaluation of each stage project with regular feedback to the NSW OTA Executive. Initial work by the group will be to agree upon a template that reflects the layout and contents for all future documents. Develop and prioritise a list of the required generic topics from each speciality area. Work will then start on the speciality documents in order of priority. Initial work by the group will be to agree upon a template that reflects the layout and contents for all future documents. Develop and prioritise a list of the required generic topics from each speciality area. Work will then start on the speciality documents in order of priority.

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8. Group name Decision that the tools shall be called �Clinical Development and Assessment Tools� and therefore the Project Group shall be called �NSW OTA Perioperative Clinical Development and Assessment Tools Project� (CDAT) for short

9. Tools framework Previously received topic lists were discussed and divided into 3 categories; Clinical Skills Equipment/Technical Patient Centred Care these 3 categories will be the framework that all developed tools will fall into.

10. Tools framework cont�d

11. �Patient centered� tool trials This year we have developed a patient centered tool which is set around the ACORN Competency Standards and the elements included in those. The group trialled the tool in the clinical setting (concentrating on content and NOT on format at this stage) and general feedback were more negatives than positives. Comments included busy, complex, long, some repetition

12. Suggestions To make it less busy/long, relate patient centred care tools to specific areas of periop i.e. Anaesthetics, Circulation, Instrumentation, PARU. This would also make it easier for the assessee to comprehend, regardless of level (novice-expert), and for the assessor. We are presently working in pairs to segregate trial documents into the above mentioned speciality areas and our feedback is due to the group this week.

13. Out top ten �Clinical skills� tools

14. Instrument / circulating top ten Specimens Aseptic technique Positioning Scrub, gown, glove Receive patient into unit Counting Diathermy Devices management Sterile field Handover to PARU staff

15. Anaesthetics top ten Check anaesthetic machine Lines/catheters insertion/management Spinal/epidural insertion Induction for GA Airway management Difficult intubation / fibreoptic Rapid sequence induction Clean anaesthetic equipment Temperature monitoring

16. PARU room top ten Pain management Airway management Handover to ward Receive patient into PARU Oxygen Spinal / epidural management Monitoring LMA removal Documentation Discharge criteria

17. August 2011 � so far� Face to face meetings at some NSW OTA professional days We have begun phone conferencing and are next to master the teleconferencing (both provided by NSW OTA) Decision making documented in minutes to ensure transparency of the project groups activities 12 months has already passed�.team members to commit for a further 12 months?

18. August 2011 � what next�??? Keep at it!!!! Trial the amended speciality area patient centered tool and see if they work. If so, then we shall finalise content and move on to the �equipment/technical� tool. Commence work on the top tens�. Keep you up to date with our progress on the NSW OTA web site