Unit Leaders create situational awareness (cultural/clinical/operational), reinforces behavioral expectations, and creates and promotes psychological safety through effective unit huddles. Master Facilitators use LENS as a window into the culture and operations of the Unit and meet with Unit Leaders to coach and mentor leaders regarding concerns, successes, review unit quality improvement efforts, brainstorm about organizational resources to help solve issues, and overall assist in moving HRO and LENS efforts forward. A well performed Huddle/WalkRound™ by Senior and Executive Leaders to Units accomplishes the following: Set behavioral expectations, reinforce organizational goals, and create psychological safety. All Leaders - Unit Leaders, Master Facilitators, and Senior and Executive Leaders - must remember that LENS gives insight into Unit Culture and helps shape Unit Culture. Unit Leaders should take advantage of every huddle to create a culture of operational excellence, psychological safety, and continuous learning.

Before the Huddle:

Create Huddle agenda using insights from LENS:

Find a safety story, from staff, to discuss in the huddle.

Create introductions for new staff, staff recognitions and rewards.

Add new Updates.

Review older updates.

Review Aims and Surveys.

Review Reports data.

(Add the above information to new huddle agenda)

During the Huddle:

Start with the safety story and then discuss findings and updates from above with staff.

Cards - Review new cards in LENS to discuss in Huddle. Select previous issue cards to report out progress in Huddle. Add the above to Huddle Tab (as prompt) on LENS Voice Page.

Aims - Review and select Aims to report out on in Huddle. Add the above to Huddle Tab (as a prompt)

Surveys - Reminder to staff to participate in Surveys. Add the above to Huddle Tab (as prompt) on LENS Voice Page.

Discuss observations regarding unit culture and operations, identify:

After the Huddle:

UPDATE LENS.

Report back any feedback from Master Facilitator and Champions to staff

CELEBRATE SUCCESSES!

Before the Huddle:

Review information on the Today, Voice, Aims, and Survey pages of LENS before the huddle.

Think about and be prepared to discuss a safety story, when a colleague helped you, patient experience, etc.

During the Huddle:

Participate in discussion.

Talk about:

Know what improvement activity you are responsible for during the day.

After the Huddle:

ADD cards:

ADD cards to the Voice Page of LENS. Add them to the conversation. Your insight and knowledge is valued and needed ADD card to the 3 Good Things List. Protects you and your colleagues again burnout. Builds joy in work.

REVIEW Aims:

Be prepared to report out on and discuss your work related to ongoing unit AIMS.

PARTICIPATE in Surveys: Participate in Surveys (if applicable).

Before the Huddle:

Create Huddle agenda using insights from LENS:

Review Cards:

Review Aims:

Review Reports:

During the Huddle:

Discuss Issues:

Start with cards that are Flagged for Leadership and describe why they are flagged. Identify and discuss the “tone” of the cards submitted by staff (e.g., respectful and professional, focused on work not people, etc.)

Describe the progress on measures, tests, etc. (Requires proficiency in tests of change, model for improvement and/or lean).

Articulate which Aims need additional support and why.

Identify potential Aims from cards review for future improvement work.

Discuss Reports in LENS:

Discuss adoption and engagement of staff with LENS using report data.

What percentage of team members have put in cards?

Are new cards being put into the board?

After the Huddle:

Add update to huddle agenda with staff.

Give feedback to staff.

CELEBRATE SUCCESSES!

For Master Facilitator with Unit Leader

Actions:

Before the Huddle:

Review issue cards in LENS - Review cards that are flagged for leadership; start to think of ways to support Unit Leader in moving selected cards forward. Select a few cards to discuss with Unit Leader.

Review Aims in LENS - Familiarize yourself with the improvement work on the unit. Identify areas where you may be able to support improvement efforts, especially those Aims that appear to have stalled.

Review Report in LENS - Become familiar with the unit LENS report paying special attention to engagement and adoption. Identify areas where you can support unit leadership (i.e., increase in adoption, engagement, and improvement activities as needed)

During the Huddle:

Discuss issue cards - starting with those Flagged for Leadership then moving to a few of the others. What is working? What is not working?

Discuss Aims - starting with those that you have reviewed. What is working? What is not working? Coach and brainstorm with Unit Leaders to identify test of change to move aim forward.

Discuss Report - LENS Usage and Engagement data identify gaps and brainstorm about ways to improve staff usage and engagement with LENS.

Where you can offer assistance to support unit leader in areas of:

After the Huddle:

Be prepared to report out to Steering Committee and potentially Senior Leadership unit progress based on huddle with Unit Leaders.

Report feedback from Steering Committee and/or Senior Leadership back to unit leaders.

CELEBRATE SUCCESSES!

Before the Huddle/WalkRound™

Review LENS issue cards - take note of emerging themes

Focus on cards that are FLAGGED FOR LEADERSHIP in LENS and start to reflect on:

Review Aims in LENS - What is currently being tested? Are there any new measurements? Identify Aims measures where improvement work appears to be stalled. Review the LENS Usage and Engagement Report Become familiar with the unit LENS report paying special attention to engagement and adoption. Identify areas where you can support unit leadership (i.e., increase in adoption, engagement, and improvement activities as needed)

During the Huddle/WalkRound™

Opening comments about shared purpose - creating and maintaining self-reflecting, improvement capable work settings that bring to light and act on clinical, operational and cultural issues and ideas: This requires a willingness to learning and improve, psychological safety, clear behavioral expectations about professionalism and participation in improvement.

Discuss Aims - Ask what is currently being tested? Ask if there any new measures. Are there hurdles or other challenges getting in the way? Ask how unit leadership is prioritizing the activity to make it manageable? Aks if there are individuals in the department or outside of it who are being particularly helpful or problematic that Leadership should know about? Ask if the unit is on track to achieve the Aims that have been set? (Look to assist, re-calibrate, brainstorm etc.)

Discuss the LENS usage and engagement Report - Discuss with the unit leader the participation by unit team member, is it active and/or adequate? Discuss if there are particular groups who are very active or very inactive. Identify individuals that are informal LENS leaders/champions that could be coached and mentored to sustain cultural and improvement (learning) within LENS Discuss any individuals with whom unit leadership needs assistance and how to address problematic behavior.

After the Huddle/WalkRound™

Follow-up with Unit Leader on any items/work that you’ve taken on.

Report unit progress to Steering Committee; report Steering Committee feedback to unit leaders.

CELEBRATE SUCCESSES!