Preparing a plan for the Orientation and Training (O&T) for all staff impacted by a new facility activation can be challenging and overwhelming without a clear understanding of O&T specific to Transition Planning.  At HTS, Inc., we use a four-step process to create a plan that includes all elements of regulatory compliance, timelines, documentation readiness, and most importantly ensures your staff feels ready to work safely and confidently in the new facility.  The four-step process includes Construction Safety Orientation (CSO), New Facility Orientation (NFO), Vendor (Staff Expert) Training and Simulation Dress Rehearsals, and Department Specific Orientation and Training (DSOT) for the endusers.

Construction Safety Orientation (CSO) ensures staff are trained to safely conduct themselves in an active construction zone.  This orientation is generally provided by the construction team and is confined to a small number of staff from specific departments who need early access to the building such as Information Systems and Technology, facilities and engineering, environmental services, equipment vendors, security, clinical engineering, and supervisors from various departments who may need to look at their space, shelving, etc.

New Facility Orientation (NFO) ensures that all staff who are impacted by the move are oriented to the general layout of the new facility with a major focus on Fire and Life Safety, facility access points, delivery of new services, and changes in overall operations.

Vendor (Staff Expert) Training and Simulation Dress Rehearsals ensure that staff experts are trained and competent on equipment, systems, furniture, and new department specific and interdisciplinary  workflows and operations prior to Simulation Dress Rehearsals (Day in the Life testing).  Staff Expert training must take place prior to the simulation dress rehearsal testing, so the focus is on validation of the training and future operations and workflows.

Department Specific Orientation and Training (DSOT) ensures enduser staff will be oriented and trained in detail to their new working environment, new systems and equipment, and new workflows. Staff should successfully complete NFO to participate in their DSOT. Staff experts can train the endusers after the first round of interdisciplinary simulation testing which helps the staff experts substantiate the knowledge they validated from Vendor training and simulation testing.

Using the HTS, Inc. proven four-step process for O&T to a new facility can help decrease the anxiety of the education team who is usually tasked with this enormous responsibility, while also guiding the team to prepare for regulatory visits and ensuring staff feel safe and confident when caring for patients in the new facility on activation day and beyond.

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– Lynn Aguilera, RN, MSNEd – Senior Project Manager and Director of Transition Planning, HTS, Inc.,