THE PIONEER EXCHANGE

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Introductions

Maryland
by joe angelelli
Posted on Wed Mar 22, 2006 at 10:28:58 AM EST

This "diary" is only visible to individuals in Maryland whose user status on the Pioneer Exchange has been modified.

The plan is for Kate Ricks to invite individuals to sign up for the Exchange, and then I will change their user status so they can see this special section devoted to organizing in Maryland.

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Eventually, we plan to give our "Getting Started" resource to individuals/organizations that have signed on here and are willing to create a "learning cohort," whereby they exchange ideas about implementing culture change practices and involving family members more directly in the process.

Update [2006-3-29 5:0:10 by joe angelelli]: Just to clarify formatting of comments below -- if one clicks on a "post a comment" then the comment will appear as left justified; if one is reading a particular comment and clicks on "reply to this" then the comment appears as nested -- meaning it's slightly indented from the left margin (see my response to Kate below). The nesting feature is very powerful because it allows for multiple conversations to take place on the same "thread."

< BJBC Issue Brief on Workforce Development Networks | A Tale of Transformation >



one more time (none / 0)

CULTURE CHANGE PROJECT
PURPOSE:
*To bring the concept of Culture Change to the attention of the general public in all parts of Maryland.
*To make family members and family councils an integral and equal part of the movement.

OBJECTIVE 1:  CULTURE CHANGE CONFERENCES
PURPOSE:

*To bring solid, factual information on culture change to residents, family members, family councils, local and state elected officials, ombudsmen, AAA personnel, long-term care facility staff and administrations, and the general public.

*To send a message regarding the imperative of including family members and family councils as an integral key player in the success of this transformation.  

*To make the general public familiar with or more familiar with Voices for Quality Care, The Pioneer Network, and other partnering groups as sources of information and assistance in this process.
PLAN:

*Provide conferences in locations making all parts of Maryland within a 540-moile radius of a conference.  Include Delaware in radiuses.

*Develop one agenda for all conferences.  Use different speakers if necessary and/or train in place.

*Since these will be regional conferences, we can probably expect a smaller audience--less than 60 people at each.   Churches/ nursing homes/ large assisted living facilities/ CCRCs/ public facilities are possible places to hold these conferences without renting space.

*Grants are available for this kind of activity as are gifts from other organizations if we get moving on them soon enough to receive them before we need to hold the conferences.  We will plan these conferences in the initial phases, however, as if we must do them with Voices resources only.

GEOGRAPHIC LOCATIONS:

In looking at a Maryland Map, I think we need to schedule conferences in the panhandle, Southern Maryland, the Eastern Shore, and one or two in the Baltimore-Washington area.  I suggest somewhere around the following locations--

  1. Denton
  2. Elkton
  3. Cumberland
  4. Waldorf
  5. Laurel
  6. Frederick
The Denton and Elkton locations would also cover all of Delaware and also Pennsylvania through Philadelphia and the southern tip of New Jersey.  
        *The intent here is to cover Delaware and introduce the new CAG forming there

The Cumberland location would possibly include parts of West Virginia, Virginia, and Pennsylvania

ANTICIPATED EXPENSES

    Lunch and snacks for conference participants
    Hand-outs for conference participants
    Publicity
    1Transportation and hotel expense for conference planners/presentors
    2Rental fees for locations
    3Speaker fees
        1  Transportation may be donated by some planners and/or presentors
        2  Free rental locations such as churches and public gathering places will be first choices
        3  Speakers may donate time.

POSSIBLE FUNDING SOURCES
    AARP-funded most of conference in VA
    SEIU
    OHCQ
    Delmarva  (QIO)
    Commonwealth Fund

    We will also put out the donations jar so we may collect some funds from one conference
    to fund the next one.

PARTNERS & ASSISTS
    The Pioneer Exchange

OBJECTIVE II:  THE PILOT:

At this time, most of the emphasis and resources in the Culture Change movement are directed toward
industry associations, corporations,  individual facilities, staff, licensing agencies, QIOs, and
ombudsman. The ways each of those groups participates in projects has been and is being documented.  Guidelines, educational materials, pitfalls, suggestion, and cautions have been and are being developed.   You'll notice that residents, family members, and family councils are not on those lists.  We think they should be there, in alphabetical order, along with all the others.  Unfortunately, since there has been little resident/family participation to date, there is little in the literature or elsewhere to use as a guideline for the inclusion of residents, family members, and family councils as equal participants in this process.

PURPOSE:
* To develop working models of family council participation in Culture Change projects that can be used
  by QIOs, Culture Change organizations, and long-term care facilities in Maryland and in other states.
    *To document the benefits of full family participation as well as to identify any pitfalls of that
  participation and explore remedies for them
*To make family participation an integral part of the Culture Change process in Maryland.

PLAN:
    *Five nursing homes will be selected for the pilot.
        *Requirements:
            *Nursing homes must have a functioning family council with a reasonable
  working relationship with the administrator of the facility
            *The facility must either currently have embarked on a Culture Change journey
              or plan to begin one.
            *Both the facility and the Family Council must agree that the Family Council
              will work with the facility as an equal partner with residents, staff, and the
              administration for the duration of the project.
            *Both the family council and the nursing home must commit to seeing the
             project through with good intent
            *Both the family council and the facility must agree to share their
  experiences in Culture Change so far as the family council/facility partnership
  is concerned with the other facilities in the pilot program
*Both the family councils and the facilities must agree to share their joint
  experiences in a documented format to be shared with other facilities and
  organizations involved in Culture Change
*An escape hatch will be provided
    *Community mediator?
Trying to add some formatting.  Maybe.

    *The Pioneer Exchange will provide:
*A total of 10 copies of their Getting Started program.
            *Two will go to each facility, one to the family council and one to the facility
itself
        *A private space on the Pioneer Exchange web site for sharing ideas, successes, concerns,
        remedies, and general comments and observations between the 5 groups

ANTICIPATED EXPENSES:  None


by kate ricks on Sat Mar 25, 2006 at 05:01:43 PM EST
thanks Kate (none / 0)

I think this is a tremendous start.  It would be great if we could draw the pilot homes from each of the different regions where we hope to have forums, but it may be that recruitment of the pilot homes occurs as a by-product of the forums.  

As I mentioned on the phone, the new "A Tale of Transformation" DVD is really powerful -- showing excerpts of it would be an effective feature of the forums.


by joe angelelli on Tue Mar 28, 2006 at 07:34:17 AM EST
[ Parent ]
Maryland Plan and Tale of Transformation (none / 0)

The plan for Maryland looks great and the QIO looks forward to being a part of it. I mentioned to Kate a while ago that we (the QIO) wants Voices to be a part of our the (QIO) plan as well! Ideally they will merge or complement one another.

The more I learn about person-centered care, the more I believe that families and residents MUST be involved.

Our hope is to roll out a culture change campaign in early May. I should be able to give you all more info about that later.

I also have copies of the Almost Home Video and A Tale of Transformation. I actually like the later better.

My plan would be for me or one of the QIO to attend each of the Voices conferences. We could show the videos.

More later. This is exciting and I look forward to working with you.

Carol


by CarolBenner on Tue Mar 28, 2006 at 12:00:24 PM EST
Conference agenda (none / 0)

What we need at each conference is Carol's powerpoint program of what is really happening here in Maryland either given by Carol or by a "trainer/learner" situation or another QIO representative.  Carol will be well received as an expert in the processes of Culture Change in Maryland and is a well known name in the state.

Joe has also offered to speak.   He can provide an overview of the Culture Change movement in general and also a more national review of what's currently happening.  He brings an air of authority on the subject to the conferences!

If we use all or parts of the "A Tale of Transformation" DVD. we have most of the conference already.  Since we're focusing on family involvement, it would be nice to have a family member currently involved in a Culture Change project speaking but I'm not sure there are any of those availale.

MAIN TASK:  Our main task now is to get this preliminary plan in a shape that we can send it out to possible partnering groups and agencies.  It might be helpful to include these program items in the plan.


by kate ricks on Tue Mar 28, 2006 at 02:27:05 PM EST
Who we are (none / 0)

Introductions are in order so that all members of this group are aware of who the other members are.  Currently we have a group of 10 people.  We'll likely add others as we go along.  Not everyone has signed on to the Pioneer Exchange at this point but we expect everyone to be here soon.  We have:

Joe Angelelli:  Joe is our leader here on the Pioneer Exchange, He is Director of Networking & Development for the Pioneer Network and the person primarily responsible for running this web site.   He's a much sought-after expert on Culture Change. and hangs out in Pittsburgh, PA.  He brings a wealth of knowledge on the Culture Change movement to the group.

Carol Benner:  Carol was the Director of the Maryland Office of Health Care Quality, our long-term care licensing agency,  for many years.  In order of importance, she recently joined Voices for Quality Care as a member, become a consultant for Delmarva, our Quality Insurance Organization, and retired from OHCQ.  Carol is working with the QIO to bring Culture Change to our long-term care facilities.  She brings considerable  information on how things work in Maryland as well as on what is currently happening in the Culture Change movement in Maryland to the group.

Bob Bronaugh:  Bob is vice-chair of Voices for Quality Care and a member of the Board of Directors.  He's also President of the family council at Manor Care Chevy Chase.  He has had many years of experience in the family side of long-term care.  He brings considerable skill as a public relations person and an advertising whizz to the group and he's a great organizer.

Dianne Bryant:  (not yet logged on) Dianne is a co-founder of Voices, a member of the board and chair of the Family Council Committee.  She's also President of the family council at Spring Brook.  She brings a great deal of knowledge about the family side of long term care and is very good at keeping things on track.

Sharon Christie:  Sharon is a member of the board of Voices.  She's a nurse/lawyer by profession.  This makes her an expert in most of the things we need an expert in.  Her work has given her a good insight into the more serious issues in long-term care as it exists today.  What better skills for that job and this one?  

Otto Drengwitz:  (not yet logged on)  Otto is an early and dedicated member of Voices.  He's a member of our board of directors and chair of the Public Relations committee.  Otto can always be counted on to lend a hand regardless of the hour or the job.  Otto brings a great deal of personal knowledge in the family side of long-term care,  He also brings a willingness to manage whatever tasks need doing and, even  better, he's willing to drive long distances to do them!

Pat Englehardt:  (not logged on yet) Pat is a retired nurse who is now teaching several days a week in Delaware.  More importantly for us, she serves on the Delaware legislative committee charged with the oversight and improvement of long-term care in Delaware.  Pat has been an encouraging supporter of Voices since we formed.  She is now involved in a fledgling citizen advocacy group in Delaware.  She brings a great deal of general and specific knowledge about long-term care to the group.

Sandee Merrigan0Harrison:  Sandee is a member of Voices and President of the family council at the Washington Home in the District.  She has successfully led that family councils for a number of years.  She brings great organizational skills to the group along with considerable knowledge in family involvement in long-term care issues.

Jerry Ricks:  Jerry is our Voices Communications Coordinator.  He doesn't attend many meetings but he puts in a great deal of time as our web master,  in the running of our listservs, and in assisting our members with specific computer problems related to both.  He brings considerable personal experience in family councils and family involvement in long-term care.  He also brings computer skills and is a great project manager.

Clare Whitbeck:  Clare is Voices Treasurer and a member of the board.  She's also chair of our Legislative Committee and has done a superb job in the 2006 legislative session.  And, she was a faithful attendee of the Assisted Living Forum recently held by the Office of Health Care Quality. She brings personal knowledge of family involvement in long-term care to the group as well as considerable skills in all things legislative and political.

And then there's me, Kate Ricks, co-founder and chair of Voices for Quality Care.  The group started wtih Dianne and me.  Now, it includes nearly 100 individual members as well as a number of family councils.  We've managed to affect legislation, direct care, agency responsiveness, and the level of awareness of resident and family rights in Maryland over the last 4 years.  Not bad for a start-up.  To me, the most effective thing that we can do for residents and their families now is to bring Culture Change to every communal long-term care situation in Maryland.  And, in the process, if we can bring residents, families, and family councils to their rightful place at this table as equal partners in the develolpement, implementation and continuation of Culture Change projets we'll have gone a long way in meeting our original goal of quality long-term care.


by kate ricks on Tue Mar 28, 2006 at 03:31:22 PM EST
Sandy Dole, a new member (none / 0)

Please welcome Sandy Dole, who is working with the Delaware Culture Change Coalition, to our planning committee.  Sandy will be a great help.  Here's a bit of what she's been doing.  Looks like she's ahead of most of us in the Culture Change department and will be a great source of information.

As Pat Engelhardt told you, our coalition is in its' infancy, although we have been in existence since September of 2002. We are now in the process of formalizing our organization, and would be very interested in partnering/networking with you. I have been to 5 national conferences and have been highly motivated since I started working in LTC 37 years ago! I have always been a resident advocate and of course met with a lot of resistance, but I have been persistant, and like to believe that I have made a difference for frail elders and other folks with special needs. I have worked with the Delaware QIO, but it is primarily focused on the 10 facililities in the collaborative group. I believe in  Culture Change & quality of life for all! I hope that I will be permitted to attend some of the Maryland conferences. I recently talked with Rose Marie Fagan at my national professional conference, and am the very 1st person to sign up for the Philadelphia conference. We have also had Karen Schoeneman, Eric Haider, Lavrene Norton, Barbara Frank, and Dr. Bill Thomas in Delaware to speak. I do inservices in facilities, and am willing to continue doing them at no cost because this has become my life's work. I have most of the books and videos put out by Actionpact and the Pioneer Network that you are welcome to use for resources, as well as a collection of handouts about Culture Change, Person Centered/Directed Care, and Narrative Care Plans. I look forward to hearing from  you!


by kate ricks on Tue Apr 18, 2006 at 08:00:24 AM EST
[ Parent ]
Moving forward (none / 0)

Kate - This is really exciting!  I think we should start working on a schedule (can you tell that I am a lawyer?) and set some deadlines for ourselves.  I also notice that there is not a location in the Baltimore city/county area.  I think that should be added.  Maybe Pikesville or Towson location.
Sharon

by sac999 on Wed Mar 29, 2006 at 07:43:31 AM EST
Deadlines and locations (none / 0)

(Trying a "nest" here......)

Yes, deadlines are a must.  I suggest that we work first on getting the basic plan finalized realizing that we'll probably have to change it somewhat as we bring other groups in..  Can we try to finish that by Monday of next week?  Then we can make some lists of "things to be done".

On the locations.  I took a map of Maryland and tried to more or less draw 50-mile radiuses (radii?) around points to cover all of Maryland, all of Delaware, and the District with the fewest number of circles.  A geography puzzle.

Federalsburg is actually a better location than Denton because if covers the entire lower half of the Eastern Shore and most of Delaware.  A second would be Salisbury.  I'm not certain of the facilities in that area.  That might be the determining factor.

I picked Elkton to take in the upper half of the Eastern Shore, and the Wilmington area in Delaware.  We can come down as far as Aberdeen  or Edgewood and do the same. Or, we can come down farther.  It isn't really necessary to include the Wilmington area if it doesn't work.   I'm not all that familiar with the territory up there.  That's Sharon's call.  But, Pikesville is a little too far west.  How about Lutherville, Timonium, or Cockeysville?  Any of those would put all of Cecil Co. in that 50-mile circle.  

Laurel covers not only Baltimore City and Montgomery County but also the entire D. of C.   And, if you pick the right location there, transportation via the Baltimore Washington Parkway or 95 is an easy shot.  But, it doesn't really matter where we have these conferences so long as no one has to drive more than 50 miles to get to one.


by kate ricks on Wed Mar 29, 2006 at 07:33:45 PM EST
[ Parent ]
working table (none / 0)

I posted another thread that contains a table that we can update as we move along.

by joe angelelli on Thu Mar 30, 2006 at 06:21:17 AM EST
[ Parent ]
Schedule (none / 0)

Sharon is right on the need for a schedule.  We should probably talk a little about the dates we're aiming for on the conferences.  That will be necessary before we go too far because we'll have to locate places to hold them and, in order to do that, we'll need to know an approximate time frame.

This actually shouldn't take a great deal of time or work to set up and, with Almost Home circulating among the general public, the proverbial iron is probably as hot now as it's going to get for a while.  I'd like to see a fairly fast execution date.  By that, I mean it needs to be done this year.  What is the best time of the year to hold events such as this?


by kate ricks on Wed Mar 29, 2006 at 07:41:14 PM EST
Any chance for CEU's? (none / 0)

As I was reading through Kate's introduction, purpose and objectives, I thought it might be a good idea to offer CEU's for attendents.  I know that professional's are always looking for ways to get more information and credit too.  We may get many more people attending by offering a carrot.
Sandee M-H

by hollygirl on Sat Apr 01, 2006 at 08:27:47 AM EST
CEUs (none / 0)

Good idea!  Continuing Educational Units are something that most nursing home staff and administrators are always looking for.  Nurses, physicians, and others also need to collect a certain number of them every so many years to maintain their licenses.  I'm not sure about assisted living facility owner/operator/administrators.  That may be clarified in Maryland by a couple of bills currently passing through our state legislature.

Getting CEUs approved for a program starts, I think, with the  boards of examiners such as the Nursing Home Administrators Board of Examiners.  Probably the similar organizations for physicians, nurses, and aides licenses handle this or can send us to whoever does.  

 Kate


by kate ricks on Sun Apr 02, 2006 at 07:08:59 PM EST
[ Parent ]
Ceu's (none / 0)

CEU's are a great idea.  Why didn't I think of that?
CLare

by ClareWhitbeck on Mon Apr 03, 2006 at 09:40:55 AM EST
[ Parent ]
Now is the time (none / 0)

I think we need to agree now on where we will hold the conferences and get local people to find a location for the meetings ASAP.  
Kate has described, but not yet posted, a day which would begin with a presentation on the national perspective, then focus on Maryland, and end with discussion on how to get local facilities started on this path.  The schedule can be worked out for that sort of approach.  
With these two items worked out, we can begin to seek funders.  
Clare

by ClareWhitbeck on Mon Apr 03, 2006 at 09:39:37 AM EST
I'm amazed.... (none / 0)

Your communications, your plans:  The coordination you have achieved so far is amazing!  There are at least two people in Delaware who should attend.  I've already told Kate about Sandy Dole, but the fearless leader of Citizens for LTC (tentative name), Steve Autman, snuz555@comcast.net should be present.  We could find out way to Elkton easily; Sandy is in out most southerly county.  
nurse2 is really Pat Engelhardt

by nurse2 on Sun Apr 09, 2006 at 12:03:34 PM EST
Hello (none / 0)

Hello from Karen Schoeneman of CMS, an avid Pioneer from the start of the movement and a frequent speaker on culture change.  I"m a friend of Sandy Dole who told me of this new group.  My office is in the suburbs of Baltimore.  I'm glad something is starting up for culture change in Maryland.  I was wondering if there is anything I can do for you in terms, maybe, of pinch hitting for other culture change presenters.  

by karen schoeneman on Mon Apr 24, 2006 at 10:32:56 AM EST
Great idea (none / 0)

Karen, thanks for your offer.  We're just feeling our way now but having you as a 'pinch hitter' would be great.  We'll need to go over the actual agenda in more detail as soon as we get the conferences scheduled.

Our 2 main goals here are

  1. To bring culture change information to everyone from the industry to the general public in such a way that they all want to do it now and do it right.

  2. To bring residents, famlies, and most especially family councils into the movement as equal players.

It's the second one that's going to be the hardest.  

by kate ricks on Mon Apr 24, 2006 at 06:16:59 PM EST
[ Parent ]
Margie Sullivan -- New planning committee member (none / 0)

Welcome Margie Sullivan, a new planning committee member with numerous great skills to contribute not the least of which is the fact that she lives in Salisbury!  In fact, she's the only person on this committee and the only person in Voices currently living there so her assistance on that conference at least is invaluable.
Margie has done a quick study on culture change since we alerted her to this project.  She has great computer skills and will be a real asset in organizing this project.

Lastly, she's Clare Whitbeck's sister which is how we were able to coerce her into working with us.


by kate ricks on Thu May 11, 2006 at 11:08:01 AM EST
New Member (none / 0)

We have a new member on our planning committee.  Kim Sines is an ombudsman in Charles County, MD, and has had a lot of experience in long-term care.  Kim is an enthusiastic ombudsman who really works for her residents and who is very interested in Culture Change.  

by kate ricks on Mon May 22, 2006 at 07:54:15 PM EST
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