Introduction:

• What is HCD?
• Use of this Guide
• Considerations:
  • Continuous participation
  • Patient perspective
  • Virtual design
  • Measurement and Data Quality
  • Spread and scale

Pre-Project Data Gathering:

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Phase 1: Setting the Stage-- HCD document (Sarah)

Pre-Work:

1. Stakeholder identification (look at the example stakeholders and roles)

• Contact List
• Roles
• Leadership Buy-In
  • Resources

1. Environmental Scan
   1. Materials of interest, Policies and Procedures/SOP, Evidence/Research, Tools and Manuals, Existing Measures
2. Needs/Gap analysis
   1. Each stakeholder should bring a list-- ideally done with their partner stakeholders they represent in a brainstorming session
   2. Facilitator can ideally do some collation of major issues
   3. Bring no more than top 2-3 to the group for discussion 
3. Goals, Scope, Outcomes
   1. Each stakeholder should define or describe a goal: can be a combination of values/vision and goal statement
   2. In Scope: what the scope start and end is, who is involved
   3. Out of Scope: what cannot be controlled by the team, beyond the start or end of the scope
   4. Outcomes: measures of success (AND failure)
      1. Clinical
      2. Experience (patient and care team)
      3.  Financial (payment, equipment, facilities, staffing)
      4. Process (time, materials, waiting, etc)

Design Meeting:

1. Introduction:
   1. Roles, rules and responsibilities
   2. Review background materials: summary of environmental scan, stakeholders and gaps

Continuous Improvement (throughout):

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