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:

Stakeholder identification (look at the example stakeholders and roles)

Contact List
Roles
Leadership Buy-In
- Resources

Environmental Scan
1. Materials of interest, Policies and Procedures/SOP, Evidence/Research, Tools and Manuals, Existing Measures
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
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:

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

Continuous Improvement (throughout):

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

Phase 2: Understanding the Context (Ray/Julia)

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

Phase 3: Understanding the Data (Pedro)

Dataflow
Data Validation Plan

Feasibility/workflow/extraction evaluation
Data QA

Data Dictionary
Baseline Measures

Baseline Data

Phase 4: Designing a Solution

Intervention Brainstorming
Technical Plan

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

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

Dashboards and Feedback
Project Outcomes and Modifications
Training Package

Local training materials

Phase 5: Implement and Evaluate

Build solutions
Test
Improve and finalize initial stage
Implement pilot
Evaluate
Plan for scale
Implementation Guide

Phase 6: Scale and Maintain

Rollout plan
Evaluation plan
Feedback from users
Maintenance

Curriculum Materials:

HCD 2 pager--> convert to 1 pager
HCD graphic
Gantt chart
Powerpoint
Data Dictionary Template
Data Reference Document
HCD User Guide
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