Shadowing Basics

Audio Transcript Auto-generated

• 00:01 - 00:04

  congratulations on taking the first steps in quality and experience

• 00:04 - 00:08

  improvement. In this video, we're going to talk about shadowing

• 00:08 - 00:11

  AH co design tool used in the patient centered value

• 00:12 - 00:14

  system. First, let's review some basics.

• 00:15 - 00:18

  Shadowing is the real time observation of people and places.

• 00:19 - 00:22

  In any experience, it helps us map the current state

• 00:23 - 00:23

  with shadowing.

• 00:24 - 00:27

  We see the perspectives of people living that experience, and

• 00:28 - 00:32

  we record the qualitative and quantitative information that tells their

• 00:32 - 00:35

  stories. Shadowing is easy, and it can be broken down

• 00:35 - 00:36

  into the following steps.

• 00:37 - 00:41

  First, before you start shadowing, you should define your scope.

• 00:41 - 00:43

  Who or what will you shadow?

• 00:43 - 00:46

  Patience, Employees objects along a pathway.

• 00:47 - 00:48

  Where does that pathway start?

• 00:48 - 00:48

  An end?

• 00:49 - 00:52

  If the pathway is too long, break it into manageable

• 00:52 - 00:56

  segments. Shadow small parts, then connect the stories to create

• 00:57 - 00:58

  an entire map of the current state.

• 01:00 - 01:04

  After defining your scope, decide who will shadow shadowing can

• 01:04 - 01:06

  be done by anyone who's interested in being part of

• 01:07 - 01:07

  the improvement.

• 01:08 - 01:10

  Consider clinical and non clinical employees.

• 01:11 - 01:17

  Employees on light duty volunteers and student interns next connect

• 01:17 - 01:19

  and coordinate with a contact person inside.

• 01:20 - 01:23

  The experience with them determined the best time for you

• 01:23 - 01:24

  to shadow.

• 01:25 - 01:26

  Ask them toe, walk you through the area.

• 01:26 - 01:29

  You'll shadow and introduce you to people who are working

• 01:29 - 01:32

  there. Ask if you'll need special clearances or attire.

• 01:33 - 01:34

  Building report is essential.

• 01:35 - 01:38

  So BA friendly and transparent about your mission to co

• 01:38 - 01:38

  design improvements.

• 01:40 - 01:43

  Now that you've laid the groundwork, it's time to get

• 01:43 - 01:47

  started observing and recording the experiences of patients, families, employees

• 01:48 - 01:49

  and anyone else you see.

• 01:50 - 01:52

  Use the ghost shadow app or pen and paper to

• 01:52 - 01:56

  record feelings and reactions in addition to the places you

• 01:56 - 01:59

  go, the times you spend there and the tasks that

• 01:59 - 02:00

  air done.

• 02:00 - 02:02

  Remember, shadowing doesn't have to be silent.

• 02:03 - 02:05

  Ask the people around you for their thoughts and their

• 02:05 - 02:10

  feelings. Finally, after shadowing, you'll report your findings to stakeholders.

• 02:12 - 02:15

  Organize your observations and present them toe anyone who will

• 02:15 - 02:16

  be impacted by your new improvements.

• 02:17 - 02:21

  Remember to record and report both the negative and positive

• 02:21 - 02:26

  observations and include recommendations for improvement actions with your report

• 02:28 - 02:32

  for additional help gathering and evaluating qualitative and quantitative data,

• 02:33 - 02:36

  Or for more information on the co design features of

• 02:36 - 02:42

  the patient centered value system, visit www dot learn P

• 02:42 - 02:45

  C, V s dot or GE, or reach out to

• 02:45 - 02:49

  the UPMC Innovation Center at Innovation Center at UPMC