American Academy of Family Physicians

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XAssemble a Project Team

Time to Complete: 2 weeks (to pick group, hold meeting and create plan)
Difficulty: Easy -- needs dedicated time for meetings
Outcome: A work group with a plan
  • Decision-making authority
  • Time to select the project team
  • Time to prepare for and hold first meeting
  • A way to document decisions and processes (e.g., office manual)
  • Time to create the work plan

Steps

Select work group members

X
  • It's helpful to include staff members with skill sets needed by the group, but it's also important to pick people with the right attitude and willingness to participate.
  • Your practice also may have an "informal leader" -- the person that everyone goes to. Be sure to include that individual, too.
  • Consider including a patient who attends when the group needs the patient's perspective, such as after developing a work plan but before putting the plan into action.

Schedule work group meetings

X
At the first meeting, use this agenda to shape the discussion (1-page Word document; About Downloading Files), or create your own agenda.

Create a work plan with deadlines

X
  • After the first work group meeting, use this form to create the work plan (1-page Word document; About Downloading Files), or create your own form.
  • Share the plan with the work group for their input, then finalize it.

What You Will Need

  • Decision-making authority
  • Time to select the work group
  • Time to prepare for and hold the first meeting
  • A way to document decisions and processes (e.g., office manual)
  • Time to create the work plan

Resources

Follow this agenda during the first meeting (1-page Word file; About Downloading Files), or create your own agenda.

Create a work plan on this form (1-page Word document; About Downloading Files), or create your own form.

Where to Go for Help

The patient satisfaction articles in Family Practice Management's
"Patient-Centered Care" collection are good background reading.

TransforMED's article "Making Meetings Effective" has ideas for running a good staff meeting.
TransforMED
Join a free collaborative online network committed to practice transformation. Learn more about Delta-Exchange.

This Patient-Centered Medical Home section of the AAFP web site was supported in part by a grant from Merck & Co.
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