Primary Objectives
- Assess the transitions of the care environment
- Evaluate strengths of current communication workflows
- Identify gaps in communication between clinicians
- Provide a customized implementation plan for moving forward
Scope of Services
Our experienced team of I-PASS Coaches will conduct a series of calls and up to 14 hours of virtual sessions to assess the current state of handoff communication within your institution.
These virtual sessions will include:
- Observation of live handoff sessions throughout the institution, across care areas and provider types
- Meetings with key stakeholders within the organization (C-Suite, front-line providers, quality, and safety teams, etc.)
- Informational sessions aimed at building momentum around the importance of handoff communication in improving patient safety
Key deliverables include a report detailing key observations, recommendations for modifying and improving your handoffs, and a customized implementation plan to achieve a standardized handoff method.
Virtual Needs Assessment: Sample Agenda
Duration |
Session |
Attendees |
|---|---|---|
| 5.5 hrs | Observe sign-out | Providers or nurses in areas being observed |
| 30 min | Small group meeting with core team | Core project team leads |
| 1 hr | IT Discussion | Informatics specialists or representatives, IT representative, CIO |
| 1 hr | Meet with potential unit champions for nursing unit-level assessment | Clinical nurse educators, practice area council chair, nurse managers, supervisors, unit-level quality representativess |
| 1 hr | Meet with potential chief residents / resident champions for program- level assessment | Chief residents, GME director or representative, attendings or faculty |
| 1 hr | Meet with other potential provider-level champions | Nurse practitioners, physician assistants, nurse midwives |
| 1 hr | Meeting with key leadership from various levels of organization | CQO, CNO, CMO, COO, other nursing executives, residency program directors, associate quality officer, GME and nurse education leadership, medical director |
| 1 hr | Wrap-up and next steps / Project planning | Core project team / coordinating council |
Virtual Needs Assessment: Critical Elements
Use of a standard handoff communication method across providers requires implementation of the elements below. The scoring seen here is pulled from a sample report.
The Virtual Needs Assessment establishes the foundation for creating reliable handoff communications across your organization.
The assessment provides the I-PASS team an in-depth understanding of the organization & enables tailoring the implementation guide to your organizational strengths and areas of opportunities.
The assessment also level-sets internal understanding of performance, creating unified organizational leadership in its own understanding of opportunities and strengths.


