ࡱ> cf`ab] bjbj(( FBeBe.qZ T9!9!9!$&49!!&' Y3R6667b;D<$GƒJ=77J=J=ƒ66ےRRRJ=j66RJ=RR.6@F=@0!4˘>˘˘8TJ=J=RJ=J=J=J=J=ƒƒvGb J=J=J=!J=J=J=J=˘J=J=J=J=J=J=J=J=J= :  TalkingQuality Note: You must use the UP and DOWN ARROW instead of TAB or SHIFT + TAB to fill out this form. This document contains thirty-seven links. Your Project Checklist: Plan Your Reporting Project This document contains checklists for the following sections of  HYPERLINK "/talkingquality/plan/index.html" Plan Your Reporting Project: Identify the Audience Identify Objectives Know the Reporting Environment Find Potential Partners Identify the Subject Choose Quality Measures Decide on Your Role Determine How To Pay Manage the Project Gain Trust of Providers Test Your Report Prepare for an Evaluation Return to HYPERLINK "/talkingquality/resources/checklist.html"Your Project Checklist. HYPERLINK "/talkingquality/index.html"TalkingQuality Web Site, Ƶ Last updated 12/26/18 Plan Your Reporting Project: Identify the Audience Key Points All organizations involved in a quality reporting project need to agree on who the audience is for your report and design the report to meet the needs of that audience. You may have multiple audiences. The primary audience consists of those people who need the information you are providing to make a decision. The secondary audience includes groups that may influence the decision of the primary audience by providing assistance or advice. It is helpful and feasible to gather information about your audiences to understand their concerns and information needs and to determine how best to reach and communicate with them. To learn more, go to HYPERLINK "/talkingquality/plan/your-audience/index.html"Who Is the Audience for Your Health Care Quality Report? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  Who is most likely to use this report? How are they likely to access and use this information?  FORMTEXT Type your response here.  FORMCHECKBOX  Who is likely to help your target audience (i.e., your secondary audiences)?  FORMTEXT Type your response here. Under what circumstances?  FORMTEXT Type your response here. How are they likely to access and use the information?  FORMTEXT Type your response here.  FORMCHECKBOX  What do you know about the sociodemographics of your audience(s)?  FORMTEXT Type your response here.  FORMCHECKBOX  What do you still need to know about your audience?  FORMTEXT Type your response here.  FORMCHECKBOX  How will you gather information about your audience? What sources are available to you?  FORMTEXT Type your response here.  FORMCHECKBOX  How will you test your strategies and materials with your audience?  FORMTEXT Type your response here. Plan Your Reporting Project: Identify Objectives Key Points Create well-defined, measurable objectives for your reporting project. Clear objectives will guide your organization toward achieving its goals. It is important to have realistic objectives that can be accomplished in a given timeframe and will result in a report that will be useful to your audience. The objectives you establish for your project will become the focus of your evaluation once your project is completed. Think ahead about what information you will need to evaluate your project once it is complete. To learn more, go to HYPERLINK "/talkingquality/plan/objectives.html"What Are the Objectives for Your Health Care Quality Report?? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  What are you trying to accomplish with your reporting project? List your goals.  FORMTEXT Type your response here.  FORMCHECKBOX  Do all the key players in the reporting project agree on the goals for the reporting project? Note issues that came up and how they were resolved when the team was deciding on the goals for the project.  FORMTEXT Type your response here.  FORMCHECKBOX  What will you do to achieve specific goals? Describe the strategies that will move you toward those goals.  FORMTEXT Type your response here.  FORMCHECKBOX  How can you measure progress toward the goals you have listed?  FORMTEXT Type your response here.  FORMCHECKBOX  What is the timeframe for completing your reporting project? Can you achieve your objectives within this timeframe?  FORMTEXT Type your response here.  FORMCHECKBOX  How will you evaluate the progress of your reporting project? Describe the strategy you will use to assess the extent to which the project met its goals.  FORMTEXT Type your response here. Plan Your Reporting Project: Know the Reporting Environment Key Points Review the local environment in which your reporting project will take place. This information will help you identify factors that may affect the feasibility and effectiveness of your project. Determine whether your audience has health care choices to make and the nature of those choices. Get familiar with all the major players and other stakeholders in the market and what influence they will have on your reporting efforts. Assess the political, staffing, and financial implications of your reporting effort. This will help you anticipate the costs and benefits associated with your reporting project. To learn more, go to HYPERLINK "/talkingquality/plan/environment.html"What Is the Environment for Reporting on Health Care Quality?? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  What do you know about the local environment in which you will be undertaking your reporting project?  FORMTEXT Type your response here.  FORMCHECKBOX  Do you have any concerns about starting your reporting project in this environment? Document them here.  FORMTEXT Type your response here.  FORMCHECKBOX  What do you know about the health care environment? How can you learn more about it?  FORMTEXT Type your response here.  FORMCHECKBOX  What are the major health care organizations (providers and payers) in your area? What do you know about their customers/patients, geographic reach, and role in shaping the market?  FORMTEXT Type your response here.  FORMCHECKBOX  If your audience has a health care choice to make, what is the nature of the choice? How extensive are the options?  FORMTEXT Type your response here.  FORMCHECKBOX  What information is relevant to the choice faced by your target audience and how can you provide this information?  FORMTEXT Type your response here.  FORMCHECKBOX  Document all the information that you have gathered on any performance reports offered in your area.  FORMTEXT Type your response here. What information is provided and how long has the information been available?  FORMTEXT Type your response here. If the reporting projects have been evaluated, what conclusions have been drawn?  FORMTEXT Type your response here. Can you identify any needs or gaps?  FORMTEXT Type your response here. How is what you are thinking about doing the same or different from other reporting that is being done or has been done?  FORMTEXT Type your response here.  FORMCHECKBOX  Which stakeholders might be affected by your reporting effort? Who is likely to become an ally in the effort? Who may be opposed?  FORMTEXT Type your response here.  FORMCHECKBOX  Do you currently have the manpower, expertise, and finances to undertake this kind of project?  FORMTEXT Type your response here. Plan Your Reporting Project: Find Potential Partners Key Points A quality reporting project is often more effective when multiple organizations come together to make decisions, tackle logistics, and combine resources. Sponsors may benefit from the expanded audience, decreased financial burden, and greater perceived credibility that come with collaboration. Audiences may benefit from greater consistency in information and messages about plans or providers in their area. Collaboration also helps to ensure that health plans and providers are not overly burdened for information. Collaboration can also be time-consuming and require difficult compromises. When seeking partners, it is important to consider compatibility. You and your co-sponsors should have similar interests, reasons, and commitment to creating performance reports. To learn more, go to HYPERLINK "/talkingquality/plan/partners/index.html"Who Could Partner in a Health Care Quality Reporting Project?? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  What are the advantages to you and your audience if you work with partner(s) on this reporting project?  FORMTEXT Type your response here.  FORMCHECKBOX  What are the disadvantages of involving partner(s) in your reporting project?  FORMTEXT Type your response here.  FORMCHECKBOX  List all the organizations that could make good partners for this project.  FORMTEXT Type your response here. Include organizations that you have worked with before as well as others in your community that have an interest in quality reporting.  FORMTEXT Type your response here. Keep an eye out for organizations that may not appear to be potential partners at first glance but share your interests and concerns.  FORMTEXT Type your response here.  FORMCHECKBOX  Consider the following factors to judge your compatibility with each potential partner shortlisted to work with you on this project: Do you have similar reasons and interests for wanting to measure quality?  FORMTEXT Type your response here. Do you share the same level of commitment for measuring health care quality and informing consumers?  FORMTEXT Type your response here. Will it be possible to keep the number of decisionmakers involved down to a manageable number?  FORMTEXT Type your response here. What is your past history with this organization.  FORMTEXT Type your response here.  FORMCHECKBOX  Do you have enough information to make a decision on whether you want to collaborate with other organizations for this project? If not, what would you need to know?  FORMTEXT Type your response here.  FORMCHECKBOX  Assign responsibility for contacting these organizations. Keep track of their responses since you may want to contact them again after the project is up and running.  FORMTEXT Type your response here. Plan Your Reporting Project: Identify the Subject Key Points It is feasible to report on the quality of organizations at different levels of the health care system: health plans, health systems, hospitals, medical groups, nursing homes, etc. Once you identify your options, determine whether you have the capabilities and resources to collect, analyze, and present the information on this subject. Consider whether the information you can provide is useful to your audience and successfully supports the messages you are trying to convey through your report. If you have the option of reporting on multiple levels of the health care system, assess the cost and benefits associated with providing detailed information on one subject or reporting on multiple subjects. If you are providing information on multiple subjects in your quality report, you can provide information on all the subjects at the same time or reduce the burden by rotating the subjects (e.g., by presenting health plan data one year and hospital data the next). To learn more, go to HYPERLINK "/talkingquality/plan/subject.html"What Will Be the Subject of Your Health Care Quality Report? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  For what types of health care organization can you get information?  FORMTEXT Type your response here.  FORMCHECKBOX  What criteria will you use to determine which type(s) will be the subject of your report?  FORMTEXT Type your response here.  FORMCHECKBOX  What type of organization does your audience want to know about?  FORMTEXT Type your response here.  FORMCHECKBOX  How will information on this subject meet the needs of consumers?  FORMTEXT Type your response here.  FORMCHECKBOX  How will this information support the message you want to convey about quality and choice?  FORMTEXT Type your response here.  FORMCHECKBOX  What are the financial implications of reporting on this subject? How might it affect the source of the projects funding?  FORMTEXT Type your response here.  FORMCHECKBOX  Do you have any contractual relationships/obligations that may affect the information you want to report on the quality of organizations?  FORMTEXT Type your response here.  FORMCHECKBOX  List the challenges you may face to provide information on this subject to your audience.  FORMTEXT Type your response here.  FORMCHECKBOX  If you decide against a particular subject, document why.  FORMTEXT Type your response here.  FORMCHECKBOX  Do you want to report on multiple subjects?  FORMTEXT Type your response here. If no, document why not.  FORMTEXT Type your response here. If so, do you have the resources to report on multiple subjects at the same time?  FORMTEXT Type your response here. What are the implications of rotating the subjects of your quality reports?  FORMTEXT Type your response here. Plan Your Reporting Project: Choose Quality Measures Key Points Its possible to measure and report on many aspects of a health care organizations performance, so you need a way to limit what you include. The measures selected for your reporting project should be relevant to your audience and consistent with what you are trying to convey through the report. Whether you report a broad array of measures (e.g., patient experience, patient safety, clinical outcomes) or a narrow set that focuses on one disease and/or one aspect of quality (e.g., clinical processes for diabetes care) depends on your goals, your audience, and your resources. To learn more, go to HYPERLINK "/talkingquality/plan/quality-measures.html"What Health Care Quality Measures Will You Report? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  What does your audience want to know about the care from the subject of your report?  FORMTEXT Type your response here.  FORMCHECKBOX  Identify a source of standardized measures for the subject of your report.  FORMTEXT Type your response here.  FORMCHECKBOX  What aspects of the subjects performance are typically reported to consumers? Which measures are designed to meet the information needs of consumers?  FORMTEXT Type your response here.  FORMCHECKBOX  Which measures can you report?  FORMTEXT Type your response here. Which measures will your partners (if any) endorse?  FORMTEXT Type your response here. Which measures will the subjects of your report endorse?  FORMTEXT Type your response here. For which measures are data available at an acceptable cost?  FORMTEXT Type your response here.  FORMCHECKBOX  Will your report include a broad or narrow range of measures? List your reasons for making this decision.  FORMTEXT Type your response here.  FORMCHECKBOX  List the measures that you have chosen for your reporting project.  FORMTEXT Type your response here.  FORMCHECKBOX  How well do the measures support the message you wish to convey to your audience?  FORMTEXT Type your response here. Plan Your Reporting Project: Decide on Your Role Key Points There are several ways to produce and disseminate quality reports, and you must decide on a strategy that works for you. Be clear about how involved you want to be in the whole process, given the resources available to you. You can take complete responsibility for creating the report, distributing it to consumers, and promoting its use. This option can be challenging but gives you complete control over the whole process. You can also repackage existing data and present it in a manner that is helpful to your audience or point to other credible sources of information. To learn more, go to HYPERLINK "/talkingquality/plan/role.html"What Role Do You Want in Developing a Health Care Quality Report? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  Do you have enough information to help you decide your role in producing and disseminating your report card? If not, what information do you need?  FORMTEXT Type your response here.  FORMCHECKBOX  Outline all the steps required to create your quality report. Does your organization have the desire and resources to accomplish all the tasks you have identified?  FORMTEXT Type your response here.  FORMCHECKBOX  What are the advantages of producing your own report? The disadvantages?  FORMTEXT Type your response here.  FORMCHECKBOX  Does the information you would like to communicate to your audience already exist?  FORMTEXT Type your response here.  FORMCHECKBOX  If you could repackage someone elses information, whose information would it be and what would it take to get access to it? What are the arguments for and against this strategy?  FORMTEXT Type your response here.  FORMCHECKBOX  Would it be appropriate and useful for your organization to point to other sources of information rather than providing the data yourself? What are the arguments for and against this strategy?  FORMTEXT Type your response here. Plan Your Reporting Project: Determine How to Pay Key Points The costs for your reporting project depend mostly on the scope of the report and your goals as the sponsor. It is important to draft a budget for your reporting project that is based on a good understanding of all the work involved and realistic projections of the costs. One common and effective strategy is to approach health plans or providers to fund parts of the project, as they will benefit from seeing the comparisons of their own performance to that of their competitors. You may be able to limit your financial expenses significantly by partnering with major purchasers, government agencies, and/or foundations in your community. To learn about the benefits and challenges of partnering with other organizations, go to HYPERLINK "/talkingquality/plan/partners/index.html"Find Potential Partners. To learn more, go to HYPERLINK "/talkingquality/plan/pay.html"How Will You Pay for a Health Care Quality Report? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  What are the costs associated with the project as you currently envision it? Account for all the major and minor functions required to produce your reporting project. (Review a list of budget categories.)  FORMTEXT Type your response here.  FORMCHECKBOX  Is your organization prepared to bear the financial burden of the project? Identify sources of funding or in-kind services within your organization. Note obvious sources as well as potential ones that could be tapped in the future.  FORMTEXT Type your response here.  FORMCHECKBOX  Identify all the local health plans and providers who will benefit from this reporting project. Devise a plan to approach them for funding and keep track of their responses, since you may want to contact them again after the project is up and running.  FORMTEXT Type your response here.  FORMCHECKBOX  Note potential sources of funding in your community (i.e., beyond plans and providers). Create a contact list, assign responsibility for outreach, and keep track of responses.  FORMTEXT Type your response here. Plan Your Reporting Project: Manage the Project Key Points A realistic schedule will help you accomplish your objectives. The schedule should ensure that useful information is provided on a timely basis and work is carried out efficiently. Everyone involved should be clear on the management structure and who is responsible for what, and when. If you have partners involved in this endeavor, it is important to establish who has the ultimate decisionmaking authority. If you are reporting information for the first time, plan to get feedback from the subjects of your report before making the data public. Be sure to include time for reviewing and refining the contents of your report with them. To learn more, go to HYPERLINK "/talkingquality/plan/manage.html"How Will You Manage a Health Care Quality Reporting Project? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  Develop a realistic schedule for your reporting project. Be sure to consider the following: Will this schedule allow you to meet all your objectives?  FORMTEXT Type your response here. Does it include all the major steps in your project, including testing with consumers and feedback from stakeholders, providers, and/or health plans?  FORMTEXT Type your response here. Will this schedule allow you to deliver information to your audience in a timely manner so that it is viewed as relevant?  FORMTEXT Type your response here. Have you accounted for the time that will be needed to review and refine the content of the report?  FORMTEXT Type your response here. Have you accounted for situations that may slow your progress?  FORMTEXT Type your response here.  FORMCHECKBOX  Do you have the staff and the leadership in place to get the work done?  FORMTEXT Type your response here. Note the names of the people who will be leading and staffing the project.  FORMTEXT Type your response here. Identify the areas of expertise that you have covered. Note areas of expertise that you may be missing (such as statistical analysis), and indicate how you will either cover these areas or compensate for them (e.g., by contracting with a consultant or vendor).  FORMTEXT Type your response here. If you have one or more partners, have you established who will have the ultimate decisionmaking authority?  FORMTEXT Type your response here. Plan Your Reporting Project: Gain Trust of Providers Key Points It is important to have the cooperation and trust of the entities you are reporting on to make the process less burdensome and more valuable to everyone involved. To earn the support of providers and/or health plans, consider them as one of your key audiences. Include them in your planning process and give them the opportunity to review the data before they are made public. You can build credibility as a report sponsor by being transparent about your data collection and reporting methods and asking the entities you are reporting on for feedback on key issues (selecting measures, designing data displays, and so on) along the way. You may need to plan alternative strategies that are less dependent on the entities involved if it becomes too challenging to gain their cooperation. To learn more, go to HYPERLINK "/talkingquality/plan/gain-trust.html"How Will You Gain the Trust of Health Care Providers or Plans? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  What do you know about the entities whose performance you are reporting? Do you anticipate any resistance from them?  FORMTEXT Type your response here.  FORMCHECKBOX  How do you plan to involve these entities in your reporting project?  FORMTEXT Type your response here. Will you give them an opportunity to review your report and respond to their suggestions before making it available to the public?  FORMTEXT Type your response here. How will you share your data collection and reporting strategies to build trust and credibility as a report sponsor?  FORMTEXT Type your response here. How will you include them in your planning process so they are part of your team?  FORMTEXT Type your response here. How will you elicit their feedback on relevant issues?  FORMTEXT Type your response here.  FORMCHECKBOX  How will you proceed with your reporting project if the entities do not cooperate? Devise steps for dealing with entities that oppose the reporting effort.  FORMTEXT Type your response here. Plan Your Reporting Project: Test Your Report Key Points Testing of materials and strategies with your audience is a key step in the reporting process. This will tell you if the information in your report is meaningful and can be easily understood by your audience. It will also allow you to refine your materials and messages. Before you begin testing, be clear about your goals (e.g., to determine whether the audience is interpreting the data displays correctly). It is helpful to anticipate how you may be able to use what you learn to improve your report. Give members of your audience an opportunity to react to the materials and, if possible, plan on multiple rounds of testing so that you can get feedback on each round of revisions. To learn more, go to HYPERLINK "/talkingquality/plan/needs-and-testing/index.html"How Will You Test Aspects of Your Health Care Quality Report? . Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  What do you want to learn through the testing process?  FORMTEXT Type your response here.  FORMCHECKBOX  List the things youd like to test with your audience (e.g., messages, design elements).  FORMTEXT Type your response here.  FORMCHECKBOX  Does your organization have resources for multiple rounds of testing and revisions?  FORMTEXT Type your response here.  FORMCHECKBOX  Outline your plan for the testing process.  FORMTEXT Type your response here. How will you select members from your audience for testing?  FORMTEXT Type your response here. What methods will you use to get feedback from your audience?  FORMTEXT Type your response here. Can you carry out multiple rounds of testing and revisions of the information in your report?  FORMTEXT Type your response here. How will you use what you learn to improve the report?  FORMTEXT Type your response here.  FORMCHECKBOX  Document your findings; note how the audience responded and how you can address any issues raised.  FORMTEXT Type your response here. Plan Your Reporting Project: Planning for an Evaluation Key Points Determining when and how you will assess the impact of your reporting project is an integral part of your overall project plan. Having an evaluation plan in the early stages of the project will enable you to create goals that are realistic and measurable. It will also ensure that you set aside the necessary funding and resources. As part of your evaluation plan, it is helpful to anticipate how youll use what you learn to improve your report and the reporting process. Sharing your findings with other report sponsors is an important way to contribute to advancement in the field of quality reporting. To learn more, go to HYPERLINK "/professionals/quality-patient-safety/talkingquality/plan/develop/assess.html"How Will You Assess Whether You Achieved Your Goals? Questions and Tasks Press F1 if prompted to hear the remainder of the following questions.  FORMCHECKBOX  List all of the ways in which you would like to measure the impact of your report (e.g., a change in the intended audiences awareness that this kind of information is available exists). Determine which goals are short or long term.  FORMTEXT Type your response here.  FORMCHECKBOX  How will you collect this information? Note anything that has to be done in the early stages of the project (e.g., a survey to establish a baseline) and incorporate this into your project timeline.  FORMTEXT Type your response here.  FORMCHECKBOX  Do you have the funding and resources needed to move forward with your evaluation plan? If not, can you obtain them? What are your alternatives?  FORMTEXT Type your response here.  FORMCHECKBOX  How will you document what you learn from the evaluation?  FORMTEXT Type your response here.  FORMCHECKBOX  How do you think you can use what you learn to improve your report and the reporting process?  FORMTEXT Type your response here.  FORMCHECKBOX  How will you share the lessons you have learned with your partners? What can you do to share them with organizations external to your project?  FORMTEXT Type your response here.      PAGE \* MERGEFORMAT 1 Plan Your Reporting Project: Your Audience  PAGE \* MERGEFORMAT 2  PAGE \* MERGEFORMAT 2 Plan Your Reporting Project: Your Objectives  PAGE \* MERGEFORMAT 3  PAGE \* MERGEFORMAT 3 Plan Your Reporting Project: Your Objectives  PAGE \* MERGEFORMAT 4  PAGE \* MERGEFORMAT 3 Plan Your Reporting Project: The Health Care Environment  PAGE \* MERGEFORMAT 4  PAGE \* MERGEFORMAT 4 Plan Your Reporting Project: The Health Care Environment  PAGE \* MERGEFORMAT 5  PAGE \* MERGEFORMAT 9 Plan Your Reporting Project: Your Partners  PAGE \* MERGEFORMAT 6  PAGE \* MERGEFORMAT 6 Plan Your Reporting Project: Your Partners  PAGE \* MERGEFORMAT 7  PAGE \* MERGEFORMAT 4 Plan Your Reporting Project: The Subject of Your Report Card  PAGE \* MERGEFORMAT 8  PAGE \* MERGEFORMAT 8 Plan Your Reporting Project: The Subject of Your Report Card  PAGE \* MERGEFORMAT 9  PAGE \* MERGEFORMAT 4 Plan Your Reporting Project: Quality Measures  PAGE \* MERGEFORMAT 10  PAGE \* MERGEFORMAT 10 Plan Your Reporting Project: Quality Measures  PAGE \* MERGEFORMAT 11  PAGE \* MERGEFORMAT 2 Plan Your Reporting Project: Your Role as a Sponsor  PAGE \* MERGEFORMAT 12  PAGE \* MERGEFORMAT 11 Plan Your Reporting Project: Your Role as a Sponsor  PAGE \* MERGEFORMAT 13  PAGE \* MERGEFORMAT 3 Plan Your Reporting Project: Paying for The Project  PAGE \* MERGEFORMAT 13  PAGE \* MERGEFORMAT 12 Plan Your Reporting Project: Paying for The Project  PAGE \* MERGEFORMAT 14  PAGE \* MERGEFORMAT 3 Plan Your Reporting Project: Managing The Project  PAGE \* MERGEFORMAT 14  PAGE \* MERGEFORMAT 13  PAGE \* MERGEFORMAT 14 Plan Your Reporting Project: Managing The Project  PAGE \* MERGEFORMAT 2 Plan Your Reporting Project: Gaining Trust of Providers and Plans  PAGE \* MERGEFORMAT 16  PAGE \* MERGEFORMAT 14 Plan Your Reporting Project: Gaining Trust of Providers and Plans  PAGE \* MERGEFORMAT 17  PAGE \* MERGEFORMAT 1 Plan Your Reporting Project: Testing Report Materials  PAGE \* MERGEFORMAT 17  PAGE \* MERGEFORMAT 15 Plan Your Reporting Project: Testing Report Materials  PAGE \* MERGEFORMAT 18  PAGE \* MERGEFORMAT 1 Plan Your Reporting Project: Planning Your Evaluation  PAGE \* MERGEFORMAT 18  PAGE \* MERGEFORMAT 16 Plan Your Reporting Project: Planning Your Evaluation  PAGE \* MERGEFORMAT 19  PAGE \* MERGEFORMAT 2         " [ \ ] x y z {   IJhh4h4h40Jjh4h4U h4h4h{9 hIhIh>fh*1AB*phhUhFB*phhW"hW"5B*CJ phh+5B*CJ ph h+h+h>fh+CJ0aJ0h*1A6{ & F#dx[$gd;ngd4gdzgdI$d&dNPgdU $$dgdW"gd+gd+  2 E ] n  gdIgd_DgdQ6gdz & F#dx[$gd;n  1 2 D E \ ] m n   < = > L M V W X Լ߯|h& hO7hO7hO7hQ6hthQ60Jjh+Uh+jhtUhjhQ6hQ60J ht0JjhQ6hIUhIjhQ6hQ6U hQ6hQ6hth*1Ah] h4h4 h4h0 @ C C F PQfgKLMN\]^_Լ浮搛z h&6jh&6U hgh&jh&Ujh&UhY4h&CJaJ h,Qwh& hvrh& hI0JjhxhIUhIjhxhxU hJIh&h& hIhIhjhXM hslh&/ QKLqkff(gdlZ$gdlZ. 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How are they likely to access and use this information?DType your response here. DeLWho is likely to help your target audience (i.e., your secondary audiences)?DType your response here. DType your response here.Under what circumstances?DType your response here.6How are they likely to access and use the information?DeAWhat do you know about the sociodemographics of your audience(s)?DType your response here. De3What do you still need to know about your audience?DType your response here. DeWHow will you gather information about your audience? What sources are available to you?DType your response here. DeCHow will you test your strategies and materials with your audience?DType your response here. DyK yK https://www.ahrq.gov/talkingquality/plan/objectives.htmlyX;H,]ą'cDeOWhat are you trying to accomplish with your reporting project? List your goals.DType your response here. DlNote issues that came up and how they were resolved when the team was deciding on the goals for the project.]Do all the key players in the reporting project agree on the goals for the reporting project?DType your response here. >DekWhat will you do to achieve specific goals? Describe the strategies that will move you toward those goals.DType your response here. De>How can you measure progress toward the goals you have listed?DType your response here. NDesWhat is the timeframe for completing your reporting project? Can you achieve your objectives within this timeframe?DType your response here. D[Describe the strategy you will use to assess the extent to which the project met its goals.=How will you evaluate the progress of your reporting project?DType your response here. DyK yK https://www.ahrq.gov/talkingquality/plan/environment.htmlyX;H,]ą'c2DeeWhat do you know about the local environment in which you will be undertaking your reporting project?DType your response here. 6DegDo you have any concerns about starting your reporting project in this environment? Document them here.DType your response here. DeTWhat do you know about the health care environment? How can you learn more about it?DType your response here. DbWhat do you know about their customers/patients, geographic reach, and role in shaping the market?QWhat are the major health care organizations (providers and payers) in your area?DType your response here. NDesIf your audience has a health care choice to make, what is the nature of the choice? How extensive are the options?DType your response here. LDerWhat information is relevant to the choice faced by your target audience and how can you provide this information?DType your response here. 0DedDocument all the information that you have gathered on any performance reports offered in your area.DType your response here. 4DType your response here.MWhat information is provided and how long has the information been available?:DType your response here.PIf the reporting projects have been evaluated, what conclusions have been drawn?DType your response here.#Can you identify any needs or gaps?DType your response here.xHow is what you are thinking about doing the same or different from other reporting that is being done or has been done?lDeWhich stakeholders might be affected by your reporting effort? Who is likely to become an ally in the effort? Who may be opposed?DType your response here. $De^Do you currently have the manpower, expertise, and finances to undertake this kind of project?DType your response here. DyK yK https://www.ahrq.gov/talkingquality/plan/partners/index.htmlyX;H,]ą'c6DegWhat are the advantages to you and your audience if you work with partner(s) on this reporting project?DType your response here. DeMWhat are the disadvantages of involving partner(s) in your reporting project?DType your response here. DeJList all the organizations that could make good partners for this project.DType your response here. DType your response here.Include organizations that you have worked with before as well as others in your community that have an interest in quality reporting.DType your response here.Keep an eye out for organizations that may not appear to be potential partners at first glance but share your interests and concerns.pDeConsider the following factors to judge your compatibility with each potential partner shortlisted to work with you on this project:,DType your response here.IDo you have similar reasons and interests for wanting to measure quality?bDType your response here.dDo you share the same level of commitment for measuring health care quality and informing consumers?VDType your response here.^Will it be possible to keep the number of decisionmakers involved down to a manageable number?DType your response here.1What is your past history with this organization.D$If not, what would you need to know?Do you have enough information to make a decision on whether you want to collaborate with other organizations for this project?DType your response here. DkKeep track of their responses since you may want to contact them again after the project is up and running.9Assign responsibility for contacting these organizations.DType your response here. DyK yK https://www.ahrq.gov/talkingquality/plan/subject.htmlyX;H,]ą'cDeCFor what types of health care organization can you get information?DType your response here. DeYWhat criteria will you use to determine which type(s) will be the subject of your report?DType your response here. De@What type of organization does your audience want to know about?DType your response here. DeAHow will information on this subject meet the needs of consumers?DType your response here. DeZHow will this information support the message you want to convey about quality and choice?DType your response here. \DezWhat are the financial implications of reporting on this subject? How might it affect the source of the project s funding?DType your response here. zDeDo you have any contractual relationships/obligations that may affect the information you want to report on the quality of organizations?DType your response here. DeYList the challenges you may face to provide information on this subject to your audience.DType your response here. De9If you decide against a particular subject, document why.DType your response here. De+Do you want to report on multiple subjects?DType your response here. DType your response here.If no, document why not.<DType your response here.QIf so, do you have the resources to report on multiple subjects at the same time?0DType your response here.KWhat are the implications of rotating the subjects of your quality reports?DyK yK https://www.ahrq.gov/talkingquality/plan/quality-measures.htmlyX;H,]ą'cDeTWhat does your audience want to know about the care from the subject of your report?DType your response here. DeJIdentify a source of standardized measures for the subject of your report.DType your response here. DGWhich measures are designed to meet the information needs of consumers?NWhat aspects of the subjects performance are typically reported to consumers?DType your response here. DeWhich measures can you report?DType your response here. DType your response here.3Which measures will your partners (if any) endorse? DType your response here.8Which measures will the subjects of your report endorse?DType your response here.<For which measures are data available at an acceptable cost?:DeiWill your report include a broad or narrow range of measures? List your reasons for making this decision.DType your response here. DeBList the measures that you have chosen for your reporting project.DType your response here. DeQHow well do the measures support the message you wish to convey to your audience?DType your response here. DyK yK ~https://www.ahrq.gov/talkingquality/plan/role.htmlyX;H,]ą'cD%If not, what information do you need?lDo you have enough information to help you decide your role in producing and disseminating your report card?DType your response here. DeDoes your organization have the desire and resources to accomplish all the tasks you have identified?=Outline all the steps required to create your quality report.DType your response here. DeHWhat are the advantages of producing your own report? The disadvantages?DType your response here. DeRDoes the information you would like to communicate to your audience already exist?DType your response here. D5What are the arguments for and against this strategy?|If you could repackage someone else s information, whose information would it be and what would it take to get access to it?DType your response here. D5What are the arguments for and against this strategy?Would it be appropriate and useful for your organization to point to other sources of information rather than providing the data yourself?DType your response here. DyK yK https://www.ahrq.gov/talkingquality/plan/partners/index.htmlyX;H,]ą'cDyK yK |https://www.ahrq.gov/talkingquality/plan/pay.htmlyX;H,]ą'cDAccount for all the major and minor functions required to produce your reporting project. (Review a list of budget categories.)LWhat are the costs associated with the project as you currently envision it?DType your response here. 4DIdentify sources of funding or in-kind services within your organization. Note obvious sources as well as potential ones that could be tapped in the future.JIs your organization prepared to bear the financial burden of the project?DType your response here. \DDevise a plan to approach them for funding and keep track of their responses, since you may want to contact them again after the project is up and running._Identify all the local health plans and providers who will benefit from this reporting project.DType your response here. DWCreate a contact list, assign responsibility for outreach, and keep track of responses.WNote potential sources of funding in your community (i.e., beyond plans and providers).DType your response here. DyK yK https://www.ahrq.gov/talkingquality/plan/manage.htmlyX;H,]ą'cDe[Develop a realistic schedule for your reporting project. Be sure to consider the following: DType your response here.9Will this schedule allow you to meet all your objectives?DType your response here.Does it include all the major steps in your project, including testing with consumers and feedback from stakeholders, providers, and/or health plans?Does it include all the major steps in your project, including testing with consumers and feedback from stakeholders, providers, etc.?DType your response here.yWill this schedule allow you to deliver information to your audience in a timely manner so that it is viewed as relevant?`DType your response here.cHave you accounted for the time that will be needed to review and refine the content of the report?DType your response here.>Have you accounted for situations that may slow your progress?DeGDo you have the staff and the leadership in place to get the work done?DType your response here. .DType your response here.JNote the names of the people who will be leading and staffing the project.DType your response here.Note areas of expertise that you may be missing (such as statistical analysis), and indicate how you will either cover these areas or compensate for them (e.g., by contracting with a consultant or vendor).6Identify the areas of expertise that you have covered.pDType your response here.kIf you have one or more partners, have you established who will have the ultimate decisionmaking authority?DyK yK https://www.ahrq.gov/talkingquality/plan/gain-trust.htmlyX;H,]ą'cPDetWhat do you know about the entities whose performance you are reporting? Do you anticipate any resistance from them?DType your response here. DeDHow do you plan to involve these entities in your reporting project?DType your response here. DType your response here.Will you give them an opportunity to review your report and respond to their suggestions before making it available to the public?DType your response here.tHow will you share your data collection and reporting strategies to build trust and credibility as a report sponsor?<DType your response here.QHow will you include them in your planning process so they are part of your team?DType your response here.6How will you elicit their feedback on relevant issues?DHDevise steps for dealing with entities that oppose the reporting effort.RHow will you proceed with your reporting project if the entities do not cooperate?DType your response here. DyK yK https://www.ahrq.gov/talkingquality/plan/needs-and-testing/index.htmlyX;H,]ą'cDe6What do you want to learn through the testing process?DType your response here. DeXList the things you d like to test with your audience (e.g., messages, design elements).DType your response here. DeSDoes your organization have resources for multiple rounds of testing and revisions?DType your response here. De*Outline your plan for the testing process.DType your response here. DType your response here.;How will you select members from your audience for testing?DType your response here.=What methods will you use to get feedback from your audience?TDType your response here.]Can you carry out multiple rounds of testing and revisions of the information in your report?DType your response here.6How will you use what you learn to improve the report?,DebDocument your findings; note how the audience responded and how you can address any issues raised.DType your response here. MDyK yK https://www.ahrq.gov/professionals/quality-patient-safety/talkingquality/plan/develop/assess.htmlyX;H,]ą'c8D(e.g., a change in the intended audience s awareness that this kind of information is available exists). Determine which goals are short or long term.RList all of the ways in which you would like to measure the impact of your report.DType your response here. DNote anything that has to be done in the early stages of the project (e.g., a survey to establish a baseline) and incorporate this into your project timeline.&How will you collect this information?DType your response here. D8If not, can you obtain them? What are your alternatives?WDo you have the funding and resources needed to move forward with your evaluation plan?DType your response here. De9How will you document what you learn from the evaluation?DType your response here. "De]How do you think you can use what you learn to improve your report and the reporting process?DType your response here. 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