Talking to Your Colleagues

Presentation Guide and Tips for Large Multi-disciplinary Meeting

This document is a guide and tip sheet for the large multi-disciplinary meeting that you are planning to hold. The corresponding presentation is called “Presentation Template_Large Multi Disciplinary Meeting” and can be downloaded by clicking here.

Materials to Distribute at the Meeting:

  • New England Journal of Medicine Article, “A Surgical Safety Checklist to Reduce Morbidity and Mortality in a Global Population”. Click here to download.

Slide Details:

Slide 1: Insert your hospitals logo, names of people on the checklist implementation team, and your hospital’s name.

Slide 2: Show a picture of your hospital’s implementation team - especially if there are members of the team that cannot attend the meeting.

Slides 3-7: We recommend that you open the presentation by telling a story of something that the checklist could have prevented. We provided a story that you can use in the slides, but many people have told stories about something that they have seen or heard. If you tell your own story, make sure that it cannot be identified with anybody from your hospital.

Slide 8: Many hospitals have asked people in the audience to share a story of something that happened to them. We recommend that you identify somebody that will be attending the meeting beforehand and ask them to share their story. In general, people will talk if one person starts.

Slide 9: Talk about how your hospital is very good, but there are opportunities for improvement.

Slide 10: This slide is a summary of the Safe Surgery 2015: South Carolina Initiative.

Slide 11: This slide summarizes the studies that have been published on using a surgical safety checklist. Please click on the below links to access the articles that are mentioned:

  • New England Journal of Medicine, “A Surgical Safety Checklist to Reduce Morbidity and Mortality in a Global Population”. Please note, this is the same article that is listed under materials to bring to the meeting.
  • Association Between Implementation of a Medical Team Training Program and Surgical Mortality.
  • Effect of a Comprehensive Surgical Safety System on Patient Outcomes

Slide 12: The South Carolina Checklist Template was developed specifically for South Carolina Hospitals. In particular, the briefing and debriefing sections have been expanded. This checklist was created through the consensus of the Safe Surgery 2015: South Carolina Leadership Team.

Slide 13: We recommend that you show your hospitals customized checklist.

Slide 14: Summarize what items you changed on the checklist and how they fit the culture and needs of your hospital. We also recommend that you briefly talk about how you tested the checklist with multiple surgical teams to ensure that it met the needs of your ORs.

Slide 15: “Don’t we already do all of this?” is the most common question that people ask when somebody first learns about the checklist. We have provided some helpful responses in this slide.

Slide 16: If you have created a checklist demonstration video, we recommend that you show it on this slide. If you are still working on this or prefer to use another video you can find videos of surgical teams using the checklist by clicking here.

Instead of using a video some hospitals role-play using the checklist at this meeting.

Slide 17: The slide “How Can the Checklist Help Us Be Better?” summarizes some of the benefits that we have seen in hospitals throughout the world when they effectively use the checklist.

Slide 18: The checklist has already helped. Many hospitals have monitored items that the checklist has caught since they started using it in the testing phase. This is a chance to summarize any of the things that the checklist has caught. We also recommend for a member of one of the surgical teams that tested the checklist share their experiences using the checklist and the benefits that they have seen from the improved communication. We have also included a list of things that the checklist commonly catches:

  • Anesthesiologist clarified that a generic drug name on medication list was a beta blocker, and nurse confirmed with patient that the medication had already been taken that day
  • Type+screen would be needed prior to skin incision.
  • Beta blocker had not been sent down for patient to take that day.
  • Clarified and ordered antibiotic.
  • Provided detail regarding procedure to be completed.
  • Equipment needed and proper patient positioning during procedure.
  • Identified need to do an unscheduled central line placement.
  • Broken equipment was identified and fixed following the procedure.
  • Applied SCDs due to extended length of case
  • Missing equipment was identified at the beginning of the case.

Slide 19: Next Steps summarizes steps that you are taking to put the checklist into place. We have highlighted the items that are important to share with your colleagues.

Slide 20: Our Plan is a placeholder for you to summarize your roll-out plan. In particular the dates of when you are starting each service.

Slide 21: This slide summarizes what your colleagues can do to help with this work.

Slide 22: Please insert the contact information for any questions that anybody might have about this project. It is extremely important for your colleagues to know who to contact for questions or concerns.