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:

Intro documentation from stakeholders-

• Logo, mission statement, basic health center/patient data, roles/titles/contact info (Sarah)

Technology capacity: EHR and HIT system info (Raymonde)

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):

1. Decision Log
2. Lessons Learned Document
3. Timeline/Milestones -- (Gantt if available)
4. Swim Lanes (for partners-- should incorporate timeline/milestones)
5. Project Principles and Rules of the Road--Norms/Guidelines

Phase 2: Understanding the Context (Ray/Julia)

1. Personas -- examples, guidance
2. Use Cases -- examples, guidance
3. Metrics-- Definitions: quality measures, operational measures, patient and care team experience, resources, clinical outcomes
4. Data Categories
5. Workflow--slides, journal article, examples -- with description of relationship to dataflow (Raymonde)

Phase 3: Understanding the Data (Pedro)

1. Dataflow
2. Data Validation Plan

• Feasibility/workflow/extraction evaluation
• Data QA

1. Data Dictionary
2. Baseline Measures

• Baseline Data

Phase 4: Designing a Solution

1. Intervention Brainstorming
2. Technical Plan

• Standards
• Terminology content
• Data model/element specifications
• API or data extraction
• Conformance Testing
• Site Architecture
• Interoperability Planning
• Site Integration

1. Implementation Plan

• Integration Considerations
• Timeline
• Implementation Scope
• User Requirements and User Data
• Training
• Implementation Package
• Evaluation Package-- metrics
• Testing Plan
• Feedback to Users
• Feedback from Users
• Change Plans
• Technical Assistance Plan

1. Dashboards and Feedback
2. Project Outcomes and Modifications
3. Training Package

• Local training materials

Phase 5: Implement and Evaluate

1. Build solutions
2. Test
3. Improve and finalize initial stage
4. Implement pilot
5. Evaluate
6. Plan for scale
7. Implementation Guide

Phase 6: Scale and Maintain

1. Rollout plan
2. Evaluation plan
3. Feedback from users
4. Maintenance

Curriculum Materials:

1. HCD 2 pager--> convert to 1 pager
2. HCD graphic
3. Gantt chart
4. Powerpoint
5. Data Dictionary Template
6. Data Reference Document
7. HCD User Guide
8. Branding Materials

Technical Plan:

Standardized content across implementation sites-- describes HIT standards, terminology requirements, transport and data standards, validation and testing requirements, data dictionary, measure specifications, generic flows

Implementation Plan:

Individual site/system level specifications for the technical plan and local requirements