Expert Panel Orientation Manual

Orientation Manual National Blue Ribbon Expert Panel

Designation of Excellence in Person-Centered Long-Term Care March 2022 Project Year Two

Table of Contents Welcome Letter ................................................3 Meet the Project Team ....................................4 List of Expert Panelists ....................................7 Committee Member Expectations ..................8 Expert Panel Subcommittee Information .......9 Year Two Timeline ........................................ 10 Year One Project Report .............................. 12 Year Two Project Activities .......................... 17 GSA Project Poster ....................................... 22 Sample PCC Domain Map ............................ 25 DoE Process Map (draft) .............................. 27 Outline of DoE Manual (draft) ...................... 29 Links............................................................... 34

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March 2022

Welcome and Thank You! To our new and returning Expert Panel members, welcome to Year Two of our project activities. We look forward to seeing you at the first Panel meeting of 2022 which will be held via Zoom on Friday, March 25th at 3:00 p.m. ET. We are asking all of you for greater participation this coming year as we more fully develop the Designation of Excellence structure and processes and test them on-site in long-term care communities around the country. To provide context for increased meetings and for independent work in Expert Panel subcommittees, we have compiled project materials in this flipbook which we will update periodically.

We will briefly review these materials at our first meeting, but we would be grateful if you would look through them ahead of time and bring your questions and comments to the first meeting.

Our team is busy analyzing Year One data, including the 14 key informant interviews conducted with long-term care sites around the country, and staff and family focus groups conducted at The Cedars.

We continue to solicit resident surveys in several communities, but the Covid Delta and Omicron surges starting in summer 2021 have hampered efforts.

We will shortly forward a full agenda for our upcoming meeting, but in the interim, thank you again for your willingness to lend your expertise to this important project! It has the potential to generate broad policy and practice discourse to improve PCC delivery for both recipients and deliverers of care.

Thank you again and welcome!

The Designation of Excellence Project Team

Meet the Project Team

Click on this link to be directed to the project team bios

Funder

The Mayer Rothschild Foundation

Paul Nebenzahl, Executive Director

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Principal investigators

Jennifer Crittenden, PhD, MSW

Lenard Kaye, PhD, DSW

Angela Hunt, MS, RPT

Team members

Top Row: Mary Lou Ciolfi, JD, MS

Catherine Taylor, BS

Bottom Row: Tracy Ericson, BS

Kayla Thompson, BS

David Wihry, MPA

Consultants

Liam O’Brien, PhD

Kathryn Callnan, RN

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Judith Josiah-Martin, PhD

Fifteen expert panelists are returning members from Year One of the project and currently there are four new members. Additional panelists and subject matter experts will likely be added early in Year Two. Robert Espinoza will serve as Chair of the Expert Panel for 2022.

Ruta Kadonoff will serve as Chair of the Policy Subcommittee; Joseph Ouslander will serve as Chair of the Implementation Subcommittee; and Judith Josiah-Martin will serve as Chair of the DEI Subcommittee.

Each member is strongly encouraged to serve on one of three panel subcomittees: policy, implementation, and DEI. After reviewing the subcommittee material on page 9 of this Manual, expert panel members can sign up for service on a subcommittee at this link. Please do so

by Friday, March 18, 2022.

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Expert Panel Members Name

Affiliation

Returning or New

Adams, Marvell

Chief Operating Officer, Kendal Corporation

New

Chisholm, Latarsha

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

New

Espinoza, Robert

Vice President of Policy, PHI

Returning

Feather, John

Past Chief Executive Officer, Grantmakers in Aging

Returning

Ford, Cassandra

Assoc. Prof. University of Alabama, Capstone College of Nursing

Returning

Harmon, Holly

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

Returning

Henning-Smith, Carrie

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

Returning

Josiah-Martin, Judith*

Director, University of Maine Office of Multicultural Program

New

Kadonoff, Ruta

Vice President for Programs, Maine Health Access Foundation

Returning

Lindsey, Steve

Chief Executive Officer, Garden Spot Communities

Returning

Markwood, Sandy

Chief Executive Officer, USAging

Returning

Norton, LaVrene

Founder, Action Pact

Returning

Ouslander, Joe

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

Returning

Rivera-Hernandez, Maricruz

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

New

Shulman, Don

President and CEO, Association of Jewish Aging Services

Returning

Smetanka, Lori

Executive Director, Consumer Voice

Returning

Smith-Sloan, Katie

President and CEO, LeadingAge

Returning

Tang, Fengyan

Professor, University of Pittsburgh School of Social Work

Returning

Westphal, Erin

Program Officer, SCAN Foundation

New

*Consultant on DEI

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Expert Panel Year Two Expectations The primary goal of Year Two is to deliver a working concept document of the DoE application manual and accompanying tools and resources. Expert panelists will contribute in ways that advance this goal through feedback on substantive content, implementation process, policy integration, or population inclusivity.

Expert panelists are expected to provide input on aspects on DoE project topics and activities most aligned with their professional expertise and the issues raised in their respective subcommittees.

 Attend at least 4 of 5 full Panel meetings (March, May, July, September, November)  Serve on a subcommittee and attend at least 4 of 5 subcommittee meetings (April, June, August, October, December)  Participate meaningfully in all meetings  Review project materials as provided  Write one short blog post for project website  Respond to project team requests for information or reflection on issues  Participate in 1:1 interview for podcast, if requested

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Proposed Subcommittee Statements of Purpose All subcommittees will review and revise their Year Two projects DEI Subcommittee To provide guidance on:  How to structure and engage project stakeholders (Steering Committee, case study leadership and staff input)  How to ensure that the project data collection efforts include the voice of marginalized social groups

Proposed DEI Subcommittee Year 2 projects:  Articulate potential levels of achievement for the DoE of cultural competence for LTC leadership and staff re ageism, racism, sexism, ableism, LGBTQ, classism  Develop a DEI resource list geared toward LTC leadership and staff (and families?) that can be included in the Designation application.

Policy Subcommittee To provide guidance on:  How best to integrate current LTC reform ideas and discussion into the DoE framework development process and end product  Whether and how the DoE product can attract and gain policy support from CMS, state licensing agencies, LTC advocates, and other key aging and LTC policy influencers

Proposed Policy Subcommittee Year 2 projects:  Articulate a path towards longer range adoption of the DoE into federal and state policy with shorter-term milestones

Implementation Subcommittee To provide guidance on:  The barriers and facilitators to obtaining buy-in from LTC providers for the DoE model;  Brainstorming ways to create a DoE framework that is practical and functional for use by diverse LTC settings  How to bring about access to the Designation for diverse settings (e.g., small/large, rural/urban, well-resourced/poorly-resourced)

Proposed Implementation Subcommittee Year 2 projects:  Identify and brainstorm solutions to the primary barriers to adoption of the DoE for LTC providers  What are the possible processes that would accompany adoption and implementation of the Designation in LTC settings 9

Project Timeline 2022

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Year Two Project Activities

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GSA Poster Presentation November 2021

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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.

A sample map of the Personhood domain is featured here.

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.

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The Designation Process 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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DoE Manual Concept The project team is developing one Designation application “module” that we can use as a pilot template during the development process. A proposed outline of content and a few screenshots are included for your review.

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Each PCC domain (e.g., Personhood) would be represented in the DoE Application Manual as a module.

The modules would be divided according to the components of the domain.

For instance, the literature and the 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 would have a section of the module with an explanation of the concept, based on the scientific literature to date; explanations of best practices in how each component manifests in organizational culture, policies, practices, and training.

Each component will have a selfscoring sheet, a place to upload documents that demonstrate the score, and a verification plan for an on-site visit.

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This is a sample page of the Life Story and Narrative component of the domain of Personhood. Each component section will contain an introduction, a summary of the research, the scoring sheet and upload links, and a page of external resources to support best practices.

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Each domain component section of the Manual will have a list of external resources to help applicants locate PCC best practices that most align with the needs and culture of their community.

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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

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