DoE Case Study Site Partner Orientation Manual_general

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Case Study Site Partnership Designation of Excellence in Person-Centered Long-Term Care Fall 2022 Orientation Manual Project Year Two

2 Table of Contents Welcome letter..................................................................... 3 Meet the project team......................................................... 4 Research participants.......................................................... 6 Project timeline 2022 .......................................................... 10 Year One report ................................................................... 12 Year Two plan....................................................................... 16 Mapping the literature ........................................................ 22 Person centered care domains.......................................... 25 The Designation of Excellence process............................. 28 The Designation of Excellence content ............................. 29

again for lending your expertise to this important project! It has the potential to generate broad policy and practice discourse to improve person centered care delivery for both recipients and deliverers of care.

Thank you again and welcome!

Thank you for your willingness to partner with the Designation of Excellence (DoE) project team to field test some of the DoE manual contents and provide feedback so we can achieve the goal of offering a practical, accessible, and affordable process for achieving the Designation.

To Our Long Term Care Case Study Site Partners ~

We understand that your participation at this stage of the project requires a commitment of time and resources, all of which are still in short supply for long term care providers across the country. At our meeting scheduled for July 25, 2022, we will review this material, address your questions, and establish a meeting schedule for the months ahead.

The Designation of Excellence Project Team

Fall 2022

Thankmonths.you

The national project team is very busy analyzing data collected over the past 18 months and writing the person centered care domain modules to field test with you and with other case study sites that will come on board over the course of the next few

Meet the Project Team Click on this link to be directed to the project team bios 4 Funder The Mayer-Rothschild Foundation Paul ExecutiveNebenzahl,Director

Top

Lenard Kaye, PhD, DSW Angela Hunt, MS, RPT

O’Brien, PhD

Liam

PhD

Judith Josiah Martin,

RN

Jennifer Crittenden, PhD, MSW

Kathryn Callnan,

Principal investigators

Team Consultantsmembers

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Row: Mary Lou Ciolfi, JD, MS David Wihry, MPA Bottom Row: Tracy Ericson, BS

6 462 Message board, surveys, focus groups, interviews residents 100 long term care leaders & staff Research Participants

7 743 people living independently 27 family members

8 Independent Persons Survey Message Board Activity Key Informant Interviews Steering Committee Members Expert Panel Members

Director of Special Initiatives, SAGE New Shulman, Don

President and CEO, Association of Jewish Aging Services Returning Smetanka, Lori

Executive Director, Consumer Voice Returning

*Consultant

Name Affiliation Returning or New

Past Chief Executive Officer, Grantmakers in Aging Returning Ford, Cassandra

Assoc. Prof., University of Minnesota School of Public Health and Rural Health Research Center Returning

Chief Executive Officer, Garden Spot Communities Returning Markwood, Sandy Chief Executive Officer, USAging Returning Norton, LaVrene

Professor, Florida Atlantic University Charles E. Schmidt College of Medicine Returning Rivera MaricruzHernandez,

Smith-Sloan, Katie

President and CEO, Menno Haven Retirement Communities New Espinoza, Robert

Founder, Action Pact Returning Ouslander, Joe

Adams, Marvell

Assoc. Prof. Health Management & Informatics, University of Central Florida New Davis, Hugh

Professor, University of Pittsburgh School of Social Work Returning Westphal, Erin

Assoc. Prof. University of Alabama, Capstone College of Nursing Returning Harmon, Holly

Josiah Martin, Judith*

Vice President for Programs, Maine Health Access Foundation Returning Lindsey, Steve

Expert Panel Members

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President and CEO, LeadingAge Returning Tang, Fengyan

on DEI

Vice President of Policy, PHI Returning Feather, John

Founder and CEO, W Lawson, Community Development and Advisory Firm New Chisholm, Latarsha

Vice President, Quality, Regulatory & Clinical Services American Health Care Association Returning

Program Officer, SCAN Foundation New

Sherrill Wayland

Henning Smith, Carrie

Asst. Prof., Brown University, Health Services, Policy, and Practice New

Director, University of Maine Office of Multicultural Program New Kadonoff, Ruta

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Year Two Project Activities

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GSA Poster Presentation November 2021 22

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The next phase of mapping will include modifying the circles to represent studied practice standards and relative size based on importance to the Designation. Eventually graphic representations of each domain will be included in the Designation Manual that applicants will complete to achieve the Designation.

Evidence Mapping

The extensive scoping literature review with evidence mapping as conducted in Year One. Each PCC domain evidence was mapped according to whether the study was conceptual, operational, or had resident, family, or staff impact.

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Module Review

You have agreed to review one of the seven content modules of the Designation workbook, along with the introductory material and scoring process. We will provide the module content, the self study questions, and the scoring sheet at our next meeting.

The project team has begun high level thinking about the DoE process for Designation applicants. The graphic on the opposite page represents one possible trajectory that may take applicants about one year from start to finish. These six steps represent the primary stages of Designation achievement. The process may take longer depending on an eligibility or “readiness” process before the start of the application process. The details of the Designation achievement standards, structure, and process will be developed throughout Year Two with input from expert panelists and from a select group of case study sites.

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The Designation Process

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We have included a few screenshots here but will provide an overview of the module you will review at an upcoming Eventually,meeting. the entire DoE application process will be built in an online platform and application readings, selfstudy questions, and scoring can be finalized online.

DoE Workbook Concept

The project team is developing Designation application modules that correspond to each person centered care domain. You will review and provide feedback on one module. At a future time, we can share with you the remaining six modules.

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Each component has a self scoring sheet and will eventually house a place to upload documents that demonstrate the score, and a verification plan for an on site visit.

Each PCC domain (e.g., Personhood) is represented in the DoE Application Workbood as a module. The modules are further divided according to the components of the domain. For instance, the scientific literature and our project data suggest that Personhood has several components, including Life Story and Narrative; Autonomy and Self Determination; Continuity of Self.

Each of these Personhood components has a section of the module with an explanation of the concept, based on the scientific literature to date; explanations of stakeholder views; self study questions to help you consider how each component manifests in organizational culture, policies, practices, and training; and links to relevant resources and practices.

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This is the Table of Contents and sample pages of the Life Story and Narrative component of the domain of Personhood.

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Each domain component section will have self-study questions so that communities can assess their status and progress in key person centered care practices and environments.

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module has a list of references in case you wish to do more reading.

Each

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Thank you for lending your expertise! Please note links below to project website and team members DoE Project website UMaine Center on Aging The Cedars The Mayer Rothschild Foundation 38

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