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National Guidelines Update Process: Key Steps National Guidelines Update Process: Key Steps

Objectives • • Identify guideline components Share best practices in the guidelines development and Objectives • • Identify guideline components Share best practices in the guidelines development and dissemination 2

What are Guidelines ? Guidelines may include several components: • Service delivery policies • What are Guidelines ? Guidelines may include several components: • Service delivery policies • Service delivery standards • Clinical guidelines and protocols • Clinical management plans 3

Why Develop National Guidelines ? Guidelines are key to improving access to high quality Why Develop National Guidelines ? Guidelines are key to improving access to high quality service delivery: • Provide the foundation on which high quality services can be built or strengthened • Reduce medical and access barriers • Standardize provider practices • Guide the content for inservice training and preservice education programs • Guide supervisory and management systems • Provide standards for monitoring and evaluating quality of care 4

Steps in the Guidelines Process “MAQ: From Guidelines…to Action Conference”, May 1998 5 Steps in the Guidelines Process “MAQ: From Guidelines…to Action Conference”, May 1998 5

Step 1: Establish Need • • Review data Collect existing documentation – national level Step 1: Establish Need • • Review data Collect existing documentation – national level – service delivery points • Conduct needs assessment − include compliance issues Indonesia Example • Variety of service delivery guidelines − national government − professional organizations − project specific documents − NGO materials • Confusion among providers and managers 6

Step 2: Ensure Broad Scope and Commitment • Solicit opinion of all stakeholders • Step 2: Ensure Broad Scope and Commitment • Solicit opinion of all stakeholders • Solicit policy level support through strategic and frequent meetings with senior officials • Prepare a plan and obtain commitment and approval to participate in plan • Form a broad-based committee to steer process Indonesia Example • STARH program identified key/influential stakeholder: YBP-NGO led by providers • Convinced and empowered YBP to lead the service delivery guidelines development • Provided resources − technical assistance − implementation − printing and dissemination 7

Step 2: Ensure Broad Scope and Commitment Expert Committee in Indonesia’s National FP Service Step 2: Ensure Broad Scope and Commitment Expert Committee in Indonesia’s National FP Service Delivery Guidelines Development Representatives of: • Ministry of Health • Nat’l FP Coordinating Board • Service providers, clinical trainers, and their professional associations • Medical & Midwifery faculty representatives • Local NGOs, FP associations Expert Committee in Turkey’s National Guidelines Development Representatives of: • Ministry of Health • University • Service providers, trainers, and their professional associations • Local NGOs, FP associations • UNFPA and USAID cooperating agencies 8

Step 3: Develop Outline and Content • Get input from all levels of the Step 3: Develop Outline and Content • Get input from all levels of the health service system pyramid • Identify practices that are positive • Conduct broad discourse on proposed guidelines • Utilize national and international resources Indonesia Example • Identify the target audience − providers at the Pus. Kes. Mas • Need to know clear, updated Information − clinical − program • Compact and affordable to be in the hands of all providers 9

Step 3: Technical Resources Reference documents and resources guide the formulation of up-to-date guidelines: Step 3: Technical Resources Reference documents and resources guide the formulation of up-to-date guidelines: • • • WHO 2008 Eligibility Criteria WHO 2008 Selected Practices Recommendations Family Planning Global Handbook for Providers, 2007 JHPIEGO Infection Prevention reference manual, 2004 CPI guidance documents 10

Step 4: Testing and Revising • • Field testing done by a variety of Step 4: Testing and Revising • • Field testing done by a variety of providers Review for technical accuracy, userfriendliness, internal consistency • Review and revise with sanctioning authorities • Feedback from − − Revisions should reflect client perspectives • Indonesia Example − • editors and stakeholders- internal NGOs and CAs including UNFPA and WHO - external providers during Contraceptive Technology Update workshops Iterative review process 11

Step 5: Preparing For Dissemination • Host country plans strategy and ensure adequate funding Step 5: Preparing For Dissemination • Host country plans strategy and ensure adequate funding • Formulate clear and flexible workplan • Plan to use a wide variety of formats • Go beyond distribution to ensure application in plan 12

Step 6: Dissemination Strategies for Success • • Involve and reach all organizations concerned Step 6: Dissemination Strategies for Success • • Involve and reach all organizations concerned Plan series of workshops for different groups at different levels of service Issue an official letter validating the guidelines and use other opportunities to broadcast them officially Promote using creative mechanisms Indonesia Example • • • Secure documented official endorsements Plan national launch in a high profile event Print starter copies for distribution Develop target distribution list Encourage use of the material during training of providers Encourage use in supervision tools 13

Step 6: Dissemination and Promotion Strategies • • Radio dramas Dissemination workshops Flyers Internet Step 6: Dissemination and Promotion Strategies • • Radio dramas Dissemination workshops Flyers Internet Hotlines Audio cassettes Posters and logos Modeling by respected colleagues 14

Step 7: Hit All the Targets • • • Service delivery points Training programs Step 7: Hit All the Targets • • • Service delivery points Training programs Education programs Program planning Community linkages Source: Population Reports, Series J, Number 47, 1998. 15

Step 7: Kenya Service Delivery Example Pregnancy Checklist • • vs. DipstickÒ Pregnancy Test Step 7: Kenya Service Delivery Example Pregnancy Checklist • • vs. DipstickÒ Pregnancy Test Pregnancy safely ruled out by checklist in 90% of women typically sent home if not menstruating at a time of their visit Of those pregnancies ruled out by checklist only <0. 5% where found pregnant by pregnancy test 16

Step 8: Ownership Encourages Adherence Use positive, team - based approaches that make providers Step 8: Ownership Encourages Adherence Use positive, team - based approaches that make providers partners in promoting guidelines use and solving problems in their application! Source: Population Reports, Series J, Number 47, 1998. 17

Step 8: Build Adherence Into The System • • • Identify focus of responsibility Step 8: Build Adherence Into The System • • • Identify focus of responsibility for adherence and authority for ensuring it Ensure orientation and training around guidelines Look beyond the guidelines for causes of lack of adherence Indonesia Example • • • Dissemination activities led by team of national & local providers Shared results of ongoing survey on compliance issues during dissemination Invited both providers and program managers 18

Step 8: Explore Reasons for Non. Adherence Ecuador Sustainability Study • Before: CEMOPLAF policy Step 8: Explore Reasons for Non. Adherence Ecuador Sustainability Study • Before: CEMOPLAF policy on IUDs required 4 revisits • Study: on impact of reducing mandatory IUD follow-up visits to 1 • Results: actual revisits reduced 36% while only detecting 7% less serious medical complications • Savings: $23, 000 for clients, $10, 000 for CEMOPLAF, 1800 provider hours annually 19

Step 8: Provide The Tools for Adherence • • Send periodic content pieces reinforcing Step 8: Provide The Tools for Adherence • • Send periodic content pieces reinforcing guidelines--especially problem-solving tips and solutions found by practicing colleagues Develop/use job aids and coaching 20

Step 8: Monitor Compliance Methods to monitor compliance: • • Self assessment (with checklist) Step 8: Monitor Compliance Methods to monitor compliance: • • Self assessment (with checklist) Supervision and training Follow-up Peer review Medical monitoring Record review Client surveys Action research Source: Population Reports, Series J, Number 47, 1998. 21

Step 9: Plan for Updates • • Plan for periodic review early in process Step 9: Plan for Updates • • Plan for periodic review early in process Provide content and program updates to steering committee Plan for host country self-reliance for guidelines revisions and updates Establish mechanisms for providing technical professionals in the field with up-todate scientific information 22

Step 10: Evaluate • Evaluate the integration of guidelines in daily service provision practices Step 10: Evaluate • Evaluate the integration of guidelines in daily service provision practices • Evaluate the impact on access to and quality of care, and accordingly take initiatives to strengthen these Apply results of evaluation to new initiatives to strengthen quality and access Integrate indicators into existing data collection systems • • 23

REFERENCE • • STEPS IN GUIDELINES PROCESS, 1998 MAQ EXCHANGE POWERPOINT PRESENTATIONS BP 3 REFERENCE • • STEPS IN GUIDELINES PROCESS, 1998 MAQ EXCHANGE POWERPOINT PRESENTATIONS BP 3 K GUIDELINES DEVELOPMENT PRESENTATION, 2002 24