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Integrating Participant Direction in the Aging Network: Tools and Strategies for Culture Change n4a 2010 Annual Conference July 20, 2010 Welcoming Remarks Lori Gerhard Director, Office of Planning & Policy Development AoA Session


  1. Integrating Participant Direction in the Aging Network: Tools and Strategies for Culture Change n4a 2010 Annual Conference July 20, 2010

  2. Welcoming Remarks Lori Gerhard Director, Office of Planning & Policy Development AoA

  3. Session Overview  Learning more about you….  Environmental changes affecting the operations of the Aging Network  Dynamics of changing organizational culture  Additional tools and resources to get you started 3

  4. Learning More About You… Casey Sanders Assistant Director of Training NRCPDS 4

  5. How did you get to n4a? 72% 1. Car 2. Train 3. Plane 4. Other 24% 3% 0% 1 2 3 4

  6. Who is in the audience? 80% 1. Federal Agency 2. SUA 3. AAA 4. Other 10% 7% 3% 1 2 3 4

  7. What is your job title? 43% 1. Director 2. Program Manager 27% 27% 3. Case Manager/ PD Counselor 4. Other 3% 1 2 3 4

  8. Environmental Changes Affecting the Aging Network Lori Gerhard Director, Office of Planning & Policy Development AoA

  9. Environmental Changes Affecting the Aging Network  Today’s Environment  Aging of the population  Increasing demand for home and community-based services (HCBS)  Constraints in public funding  Opportunities  Affordable Care Act  ADRC Expansion  CLASS Program Implementation  Expansion of Participant-Directed Care 9

  10. Rate your level of knowledge about ADRCs 48% 1. Expert 2. Advanced 32% 3. Intermediate 4. Beginner 16% 3% 1 2 3 4

  11. Is your agency administering a participant- directed program? 58% 1. Yes 2. No 3. In the near future 4. N/A 15% 15% 12% 1 2 3 4

  12. Are you administering a Cash & Counseling option in your OAA programs? 77% 1. Yes 2. No 3. N/A 14% 9% 1 2 3

  13. Are you administering a Cash & Counseling option in your state-funded programs? 45% 1. Yes 36% 2. No 3. N/A 18% 1 2 3

  14. Are you administering a Cash & Counseling option in your Medicaid programs? 44% 1. Yes 34% 2. No 22% 3. N/A 1 2 3

  15. Are you administering a VD-HCBS program? 59% 1. Yes 2. No 3. N/A 26% 15% 1 2 3

  16. Are you currently working with a FMS? 43% 1. Yes 2. No 26% 3. In the near future 17% 4. N/A 14% 1 2 3 4

  17. Prevalence of Participant Direction: 1970’s AK WA ME MT ND VT MN OR NH NY WI MA ID SD MI RI WY Hawaii CT PA IA NE NJ IN OH NV IL DE WV VA CO CA KS MO MD KY DC NC TN OK AR SC AZ NM GA AL MS LA TX FL 17

  18. Prevalence of Participant Direction: 1980’s AK WA ME MT ND VT MN OR NH NY WI MA ID SD MI RI WY Hawaii CT PA IA NE NJ NV IN OH IL DE WV VA CO CA KS MD MO KY DC NC TN OK AR SC AZ NM AL GA MS LA TX FL 18

  19. Prevalence of Participant Direction: 1990’s AK WA ME MT ND VT MN OR NH NY WI MA ID SD MI RI WY Hawaii CT PA IA NE NJ NV IN OH IL DE WV VA CO CA KS MD MO KY DC NC TN OK AR SC AZ NM AL GA MS LA TX FL 19

  20. Prevalence of Participant Direction: 2000’s AK WA ME MT ND VT MN OR NH NY WI MA ID SD MI RI WY Hawaii CT PA IA NE NJ NV IN OH IL DE WV VA CO CA KS MD MO KY DC NC TN OK AR SC AZ NM AL GA MS LA TX FL 20

  21. Interactive Activity Casey Sanders Assistant Director of Training NRCPDS 21

  22. Thumb Wrestling

  23. Dynamics of Changing Organizational Culture Mark Sciegaj Senior Training Consultant NRCPDS Casey Sanders Assistant Director of Training NRCPDS 23

  24. Promoting Culture Change in the Aging Network Participant- Directed Model Traditional Agency Model 24

  25. Challenges of Culture Change Organizational Organizational transformation Systemic cannot occur without a combination of individual change from with and systemic support from the outside. Individual 25

  26. What is the primary inhibitor to the expansion of participant direction? 38% 38% 1. Leadership buy-in 2. People implementing the change aren’t involved in developing the change 19% 3. Lack of understanding and knowledge 4. Lack of effective ongoing 4% communication 1 2 3 4

  27. Cultural Change Concept Model Leadership Reinforcement Involvement Measurement Learning Communication 27

  28. Regarding participant direction, how important is leadership buy-in? 1. Very Important 91% 2. Important 3. Moderately Important 4. Of Little Importance 5. Unimportant 9% 0% 0% 0% 1 2 3 4 5

  29. Leadership  Establish a clear vision  Pay attention to the changes  Model the new behaviors and actions  Establish a structure to support the change  Provide and participate in training 29

  30. Beside the participant, who is the most important stakeholder in promoting culture change? 65% 1. Program Administrator 2. Case Manager/ PD Counselors 3. State Program 26% Leadership 4. Federal Program 6% 3% Leadership 1 2 3 4

  31. Involvement  Involve all stakeholders in the learning, planning, decisions, implementation, and evaluation of the change  Spend extra time and energy working with your front line staff  Creating a network of peer learning and champions 31

  32. Learning  Knowledge alone does not lead to change  To create sustainable culture change, awareness and knowledge must be accompanied by the:  Learning of new skills  Opportunity to practice these skills  Alignment of agency policies 32

  33. Learning Model Practice Organizational Norm Awareness Mastery (Unconscious Default) Modeling 33

  34. What is most effective way to communicate information about organizational changes? 1. Orally in small groups 81% 2. Orally in periodic organizational meetings 3. Emails 4. Newsletters 5. Depends on 11% 7% organization but 0% 0% generally all of the 1 2 3 4 5 above

  35. Communication Communication is about sharing information on the change process and providing direction by:  Articulating a clear vision of the change  Identifying compelling reasons for change  Create an environment of “See, Feel, Change, give Feedback on Channels Change” • Newsletter • Targeted Emails 35

  36. Measurement Measurement is about defining, quantifying, and monitoring results of change. A measurement program will focus on: Consumer-Directed  Outcomes Culture Change Dashboard  Point of departure- current state • Quantitative  Point of arrival- future state • Qualitative • “CD Program Quality  How will success be defined and measured? Index”- AAA/SUA • “Staff Development  Inform the business case for future financial Quality Index” investment 36

  37. Reinforcement Reinforcement is about sustaining behavior change over time. This means recognizing staff and programs in the Aging Network and supporting change through:  Linking culture appropriate recognition and rewards to change  Clarifying expectations through goal setting and defining competencies  Training the targeted staff to develop those skills and competencies  Celebrating success! 37

  38. Tools and Resources Mark Sciegaj Senior Training Consultant NRCPDS Casey Sanders Assistant Director of Training NRCPDS 38

  39. NRCPDS: Current and Future Culture Change Activities  Training  Paradigm Shift and Change  Program Development and Implementation  Measurement and Information Systems  Culture Change Project with PHI and Penn State  Developing Core Competencies for Aging Network  Social Enterprise Training Consortium 39

  40. training.participantdirection.org

  41. Training Resources

  42. Resource Guide  Articles  Toolkits  Videos  PowerPoint Presentations  Helpful Websites 42

  43. Thank You For additional questions and comments, please email us: Linda Velgouse: linda.velgouse@aoa.hhs.gov Mark Sciegaj: mark.sciegaj@bc.edu Casey Sanders: casey.sanders@bc.edu 43

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