Transforming the RN Clinical Advancement Structure:

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The heart and science of medicine. UVMHealth.org/MedCenter Transforming the RN Clinical Advancement Structure: A Unique Collaboration between Nursing Leaders and RN Union Leaders Lauren Tronsgard-Scott, MSOL, BSN, RN, Director UVMMC Laurie Aunchman, AD, RN President VFNHP, Staff RN III UVMMC Kate FitzPatrick, DNP, RN, NEA-BC, FAAN, CNO UVMMC

Introduction

Goal Establish a new, evidence based, clinical advancement and recognition program for professional RNs as a collaborative effort between nurse leaders & the RN union outside of contract negotiations

Problem Statement Current clinical advancement & recognition program (CARP) outdated & not consistent across inpatient / ambulatory settings. Criteria for promotion & maintenance was variable Previous attempts to update to a consistent, evidence based clinical ladder were unsuccessful Nursing leaders & RN Union members failed to reach agreement on a new CARP during 2015 contract negotiations

Significance Clinical advancement structures contribute to evidencebased practice, reward and recognize excellence in practice and increase levels of competence in nursing practice. Collaboration between labor & management enhances quality patient care, creates a positive work environment and encourages shared vision and decision making. (Warman, G 2016)

Current Evidence: Clinical Advancement Summary: Demonstrated benefits of clinical advancement programs Watts, M. (2010)., Burket, T., Felmlee, M. et al, (2010)., Pierson, M., Liggett, C. & Moore, K. (2010) Qualitative reviews of various RN advancement approaches, Knoche, E. & Meucci, J. (2015), Ko, Y. & Yu, S. (2014) Literature limited on collaborative approaches to building an advancement program in a unionized environment

Evidence Advancement structures should be based on developmental stage of nurse and provide avenues for cumulative autonomy and influence the Novice to Expert framework Benner, P. (1984) Potential for conflict in the setting of seniority based RN contract

The Process Committee convened by the CNO; Nursing Director facilitator was selected Committee members were chosen jointly by Nursing leadership and the RN bargaining unit leaders Clinical nurses majority of committee membership & were recruited from multiple areas Limit formal nursing leaders to 2 on the committee Chief Union stewards represented both union & clinical RN perspectives Human Resource leader and UVM CNHS professor served on the committee. CNO attended meetings at key milestones for progress updates and to troubleshoot impasses

Methods Priority 1: Establishment of mutually agreed upon Clinical Advancement & Recognition Program (CARP) guiding principles

Methods: CARP Guiding Principles Parity for nurses across UVMMC Evidence based recommendations (utilize evidence/benner s framework and evaluate existing best practices related to structure and approach) Consider previous work done at UVMMC and strengthen Support recommendations in the IOM Nursing Future Report (2010) r/t nurses practicing at the top of licensure and advancement of education

Methods: CARP Guiding Principles (con t) Recognize, acknowledge & align experience, ongoing professional development (earned degrees, certification) Recognize, acknowledge and leverage the contribution of nurses to quality, safety, practice and professional advancement ( developing others at the bedside ) The CARP program is for those RNs in a direct care clinical practice role

Methods All decisions made by consensus Comprehensive review of literature completed to understand best practices Sought information from other academic medical centers on advancement structures/approaches

Communication, Inclusivity & Transparency Established a Sharepoint site open to all UVMMC RNs Established a CARP email account to consolidate communications. Solicited feedback through open comment periods and to allow for questions throughout the process Communicated progress to all RNs throughout the process

CARP Program Details Consider peer review/accountability to support initial application and ongoing reviews aimed at verifying demonstration of meeting requirements of a given level Assure support structures and avenues in place for nurses considering advancement (e.g. professional governance) Establish formal recognition structure to celebrate and communicate RN advancement

The Outcome: Evidence Based Clinical Ladder Evidenced based clinical ladder program was established based on Patricia Benner s domains of practice Four (I-IV) RN advancement levels created Each level of practice builds upon previous and includes expanding expectations within the defined domains

UVMMC CARP Nursing Domains Domain 1: Clinical Practice Domain 2: Teaching & Coaching Domain 3: Ensuring the Quality of Health Care Practices Domain 4: Professional Collaboration & Consultation Domain 5: Clinical Knowledge Development (Burket et al., 2010)

UVMMC CARP Criteria Initial Application Renewal Process Peer Review Committee Letters of Recommendation RN I RN II RN III RN IV NO NO YES YES NO NO YES (at annual eval) NO NO YES (initial application) NO NO YES (initial application from manager) YES (at annual eval) YES (initial application) YES (initial application from manager)

UVMMC CARP Criteria No Performance Issues RN I RN II RN III RN IV N/A N/A YES (Employee not under corrective action greater than a verbal) Application Upon hire Upon hire YES YES YES (Employee not under corrective action greater than a verbal) Evidence of Work at Each Level Meet w/ Mgr Domains Domains Domains Domains NO (other than check in) YES YES (review application form) YES (review application form)

UVMMC CARP Criteria Level of Practice RN I RN II RN III RN IV Advanced Beginner Competent Proficient Expert Minimum Hours Worked NO NO 1,000 hours worked w/ 60% of scheduled hours on unit (excludes call) OR.5 FTE.8 FTE Years of Experience 1 year Greater than 1 year 3 years of experience in area of specialty 5 years of experience in area of specialty

UVMMC CARP Criteria RN I RN II RN III RN IV Certification NO NO YES (if currently an RN III without a certification; will have 18 mos. to complete from ratification) YES

UVMMC CARP Criteria RN I RN II RN III RN IV Degree ADN or BSN ADN or BSN BSN or BSN enrolled with 5 yrs. to complete. BSN

Peer Review: Ensuring a consistent process A peer review committee was established to review all applications prior to promotion CARP Review Committee Nurse managers submit recommendation along with clinical RN application CARP Review Committee has final decision for ensuring all applicants meet requirements

Overcoming Barriers Implemented new clinical advancement process in January of 2017 Education sessions held and co presented by Nursing leaders and RN union members who served on CARP design committee Certain barriers identified which jeopardized adoption of the new process Negotiations were necessary to define level of benefits that would support nurses to obtain BSN, certifications and meet criteria

Overcoming Barriers Assure support structures in place for nurses considering advancement was part of our guiding principles. Negotiations took place to establish supports for nurses as criteria changed for maintaining and obtaining levels in the new CARP

Elements of Negotiation UVMMC will prepay 2 attempts for initial certification with $200 dollar bonus upon receipt of certification For initial certification UVMMC will provide 24 hours of paid study time UVMMC will pilot a program with 100% tuition reimbursement for FT staff at WGU RN-III and RN-IV can carry current title forward when transferring to another staff nurse position in another department UVMMC will reimburse new RN-III and IV for one year national nursing membership up to $250 All original elements and criteria for the new CARP unchanged following negotiation

Gaining Support Following the tentative agreement, union members needed to ratify the new CARP program and supports Labor and hospital leaders worked together to round on units to explain the process Educational sessions were held on all shifts. Session were presented together by RN Union members who had been part of CARP design and nursing leaders Co-created materials were developed to communicate with RNs about the new CARP

Outcomes Ratification on August 21, 2017! Support from RN staff for new CARP 10:1

Outcomes Promoted with new CARP structure 5- RN III s 4- RN IV s RN Specialty Certifications Jan 2016 to Oct 2016 = 72 Jan 2017 to Oct 2017 128 RN Tuition benefit by Fiscal Year FY 2016 = 139 FY 2017 = 155 Ongoing will track Retention rates by years of service and relationship to advancement

Discussion CARP was inconsistent across areas within the hospital, this negated the credibility and value of various levels Establishing guiding principles for the work, focused decisions on best practice Utilizing a collaborative approach between the RN union and nursing leadership facilitated successful implementation of new CARP It is important to have transparency and mutual input on nursing strategic planning: VHNHP President sits on Professional Governance Coordinating Council CNO/VHNHP President meet quarterly to discuss mutual priorities

Leadership Investment in Nurses 24 hours of study time is available for initial certification Pre pay for 2 certification exam attempts by UVMMC A pilot for RN to BSN available for all RN s beginning October 1 st 2017, exploring this option with VT schools

Future Steps Continue to monitor impact / outcomes Modification of all RN positions descriptions to match CARP criteria Support the new role of staff nurse IV in collaboration with the Director of Nursing Outcomes. Create annual goals on certification and BSN preparation for professional nurses using the Nursing Professional Governance shared decision making structure Align the ambulatory CARP with new inpatient CARP. Creation of Clinician Faculty role to acknowledge and support academic partners who provide clinical care (will be distinct from CARP)

References Adapted from existing models: Baystate Medical Center Kaiser Penn Medicine Health System Yale-New Haven University of Texas

References 1. Benner, P. (1984). From novice to expert: excellence and power in clinical nursing practice. Menlo Park, CA: Addison-Wesley. 2. Bitanga, M. & Austria, M. (2013). Climbing the clinical ladder-one rung at a time. Nursing Management, 23-27. 3. Burket, T., Felmlee, M., Greider, P., Hippensteel, D., Rohrer, E. & Shay, L. (2010). Clinical ladder program for evolution: journey from novice to expert to enhancing outcomes. The Journal of Continuing Education in Nursing, 41 (8), 369-374. 4. Fardellone, C., Musil, C., Smith, E. & Click, E. (2014). Leadership behaviors of frontline staff nurses. The Journal of Continuing Education in Nursing, 45 (11), 506-513. 5. Honan-Pellico, L. & Violano, P. (2010). Creating a room of our own. Journal for Nurses in Staff Development, 26 (3), 104-107. 6. Knoche, E. & Meucci, J. (2015). Competencies within a professional clinical ladder: differences in understanding between nurse managers and staff nurses. Journal for Nurses in Professional Development, 31 (2), 91-99. 7. Ko, Y. & Yu, S. (2014). Clinical ladder program implementation: a project guide. The Journal of Nursing Administration, 44 (11), 612-616. 8. Pierson, M., Liggett, C. & Moore, K. (2010). Twenty years of experience with a clinical ladder: a tool for professional growth, evidence-based practice, recruitment and retention. The Journal of Continuing Education in Nursing, 41 (1), 33-40.

References 9. Porter, C. (2010) A nursing labor management Partnership Model. Journal of Nursing Administration, June 2010, 40(6), 272-276. http://dx.doi.org/10.1097/nna.0b013e3181da3f8b 10. Watts, M. (2010). Certification and clinical ladder as the impetus for professional development. Critical Care Nursing Quarterly, 33 (1), 52-59. 11. Warman, G.,Faye, W., Herrero,A., Fazeli,P.; & White-Williams,C., (2016) The design and redesign of a clinical ladder program. Journal for Nurses in Professional Development. 32 (6) E1-E7. 12. Winslow, S., Fickley, S., Knight, D., Richards, K., Rosson, J. & Rumbley, N. (2011). Staff nurses revitalize a clinical ladder program through shared governance. Journal for Nurses in Staff Development, 27 (1), 13-17. 13. Zehler, J., Covert, C., Seller, L., Lewis, M., Perazzzo, J. & Beery, T. (2015). What affects clinical ladder participation? Nursing Management, 31-37.