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Fidelity and QI for CDSME
Jeanne Harmon RD, MBA, CDEWashington State Department of Health
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What is Fidelity for CDSME?
Objectives for Washington State Fidelity Plan: 1. Provide guidance and tools to organizations offering CDSME to assist in delivering a quality program for participants. 2. Provide guidance to assist in allocating personnel and resources for fidelity. 3. Provide tools for choosing and training leaders and Master Trainers.
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CDSME “Requirements”
The program is standardized and MUST be led as written in the Leaders Manual. This means: • Two trained leaders • Follow the script • No “guest” speakers or added material • 2.5 hours once a week for 6 weeks Organizations offering CDSME must have a current Stanford license for the program(s).
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Fidelity Practices
• Recommended opportunities for observation and coaching
• Adapted from Stanford Fidelity Manual • http://patienteducation.stanford.edu/licensing/
FidelityManual2012.pdf• Goals:– Ensure CDSME workshops are delivered as designed– Opportunity to improve the program and provide
useful feedback
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Your Source for Fidelity Tools!
• http://livingwell.doh.wa.gov/resources/fidelity-tools
• All tools are in WORD and PDF format • You can add your logo, etc.• All tools are translated into Spanish• Tools have instructions to help in using the
tool
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Fidelity Practices
• Leader Training:– Led by experienced, certified Master Trainers– Observed by experienced, certified Master
Trainers – Use Leader Training Fidelity Checklist– Ensure that essential CDSME skills are correctly
taught and modeled– Provide feedback/coaching to Master Trainers
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Leader Training Checklists
• INSTRUCTIONS: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/leader%20training%20checklist%20%20instructions%205-%202011.pdf/view
• CHECKLISTS: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/LW%20Leader%20Training%20Fidelity%20Checklist.pdf/view
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Fidelity Practices
• Workshop Fidelity– Master Trainer or experienced Leader observes
during first workshop series– Ensure program is offered as designed– Use session-specific Workshop Fidelity Checklists– Provide feedback/coaching to the Leaders
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Workshop Fidelity Tools
• INSTRUCTIONS: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Workshop%20Fidelity%20Checklist%20Instructions%20final.pdf/view
• CHECKLIST: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Workshop%20Fidelity%20Checklist%20final%20-2.pdf/view
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Fidelity Practices
• Choosing Master Trainer and Leader candidates– Fully inform prospective candidates about the
program and expectations– Use interview guides and other tools on the
Stanford website in the Fidelity Toolkit
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Leader /Master Trainer Selection
• Stanford Fidelity Manual • http://patienteducation.stanford.edu/licensin
g/FidelityManual2012.pdf• Stanford Fidelity Tool Kit• http://patienteducation.stanford.edu/licensin
g/Fidelity_ToolKit2010.pdf
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Other Fidelity Recommendations• Participant evaluations
– Available in 8 languages plus English– Cambodian, Chinese, Korean, Laotian, Russian, Somali, Spanish, and
Vietnamese
– INSTRUCTIONS: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Recommended%20Use%20of%20Workshop%20Evals%20by%20Participants%205-2011.pdf/view
– EVALUATION FORM: http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Workshop%20Evaluation%20final%20-2.pdf/view
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Leader/Co-Leader Evaluation
• http://livingwell.doh.wa.gov/resources/fidelity-tools/cdsmp-fidelity-tools/Leader%20and%20Co-Leader%20Feedback%20form.pdf/view
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NEW!! Wisdom Warrior Fidelity Tools
• http://livingwell.doh.wa.gov/resources/fidelity-tools/wisdom-warrior-fidelity-tools
• Contact Shelly Zylstra for questions 360-676-6749
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So where does QI come in?
• Put each of the recommended Fidelity steps in place
• Create a system for assuring that the Fidelity steps are done
• Keep records!• Periodically review the results of each Fidelity
checkpoint and take action on adverse findings
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Overwhelmed?
• Fidelity Steps in a nutshell:1. Choose Leader and Master Trainer
candidates thoughtfully2. Support their training by coaching/mentoring
via observations of the training and during their first workshop(s)
3. Get feedback from participants (and use it!)4. Encourage self/peer evaluation