Tool 3.2.

: Sample Coaching Call Agenda

CAUTI Coaching Call Agenda: Sample Agenda, Coaching Call Month #1

TIME
TOPIC
FACILITATOR ALLOTTED
Welcome/Ground Rules/Introductions
State Lead
2 minutes
Welcome and thank teams for joining the call;
Remind teams not to put their phones on hold, and
un-mute phones to speak;
Introduce any speakers or faculty on call;
Roll Call/ Attendance
State Lead
3 minutes
Most efficient method: read expected list of teams
and ask if they are present on the call;
Data Update:
MHA or State
10 minutes
A. Data submission rates
Lead
Review submission rates for data that is due so
far, most likely HSOPS and baseline data
B. Outcome Data
Review current prevalence and CAUTI rates if
available
C. Process Data
Review the steps for process data collection that
will be coming shortly
D. Other? (HSOPS, Readiness Survey, Care Counts
Issues, etc.)
Team Progress Update:
State Lead
20 minutes
A. Team formation/dynamics
(invite teams
Have teams formed? Do they have a senior
to share
executive?
progress/barrie
Is the team meeting regularly?
rs to date)
B. CUSP Activities
Is Science of Safety Video being shared? Have
they done the Staff Safety Assessment Exercise?
C. CAUTI Reduction Activities
Has staff been educated about the project goals?
Has outreach begun to medical staff and
leadership?
Questions from State Teams/Content Issues
State
20 minutes
Lead/Faculty
Invite questions from teams about CUSP and CAUTI
on ad hoc
reduction steps;
basis
Review national website resources with teams
Homework/Upcoming Deadlines/Announcements
State Lead
5 minutes
Review data submission deadlines
Review dates for upcoming national calls, if any
Homework for next call:
A. Set a regular team meeting time
B. Continue to roll out Science of Safety Video
C. Invite Sr. Exec to start rounding on unit
D. Identify and prioritize one safety defect
E. Start or continue CAUTI education/outreach to

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Tool 3.2.: Sample Coaching Call Agenda

staf

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Tool 3.2.: Sample Coaching Call Agenda

CAUTI Coaching Call Agenda: Sample Agenda, Coaching Call Month #2

TIME
TOPIC
FACILITATOR
ALLOTTED
Welcome/Ground Rules/Introductions
State Lead
2 minutes
Welcome and thank teams for joining the call;
Remind teams not to put their phones on hold,
and un-mute phones to speak;
Introduce any speakers or faculty on call;
Roll Call/ Attendance
State Lead
3 minutes
Most efficient method: read expected list of
teams and ask if they are present on the call;
Data Update:
MHA or State
10 minutes
A. Data submission rates
Lead
Review submission rates for data that is due
so far;
B. Outcome Data
Review current prevalence and CAUTI rates
trends; ask teams for comments/reaction to
trends;
C. Process Data
Review the appropriate indications for
catheters, and the upcoming rounding
process;
D. Other?
Ask about any data entry or CAUTI
identification issues;
Remind them about submitting the quarterly
TCT
Team Progress Update:
State Lead
20 minutes
A. Team formation/dynamics
(invite teams to
Any team issues? Is the team meeting
share
regularly?
progress/barriers
B. CUSP Activities
to date)
Have they prioritized a Safety Issue? Have
they done the Learning from Defects
Exercise?
C. CAUTI Reduction Activities
Has unit staff, medical staff and leadership
been educated about the project/HICPAC
guidelines?
Has team developed a daily process to
evaluate catheter indication and prompt
removal?
Questions from State Teams/Content Issues
State
20 minutes
Lead/Faculty
on
Invite questions from teams about CUSP and
ad hoc basis
CAUTI reduction steps;
Ask for suggestions for content to be discussed
on next months calls

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Tool 3.2.: Sample Coaching Call Agenda

6

Homework/Upcoming
Deadlines/Announcements
Review data collection/submission deadlines
Review dates for upcoming national calls, if any
Homework for next call:
A. Review your data with your team and Senior
Executive
B. Continue education about HICPAC guidelines
C. Do the Learning from Defects Exercise
D. Share findings with medical staf and
leadership

State Lead

5 minutes

Call Agenda: Sample Agenda, Coaching Call Month #3

TIME
TOPIC
FACILITATOR
ALLOTTED
Welcome/Ground Rules/Introductions
State Lead
2 minutes
Welcome and thank teams for joining the
call;
Remind teams not to put their phones on
hold, and un-mute phones to speak;
Introduce any speakers or faculty on call;
Roll Call/ Attendance
State Lead
3 minutes
Most efficient method: read expected list of
teams and ask if they are present on the call;
Data Update:
MHA or State
10 minutes
A. Data submission rates
Lead
Review submission rates for data;
B. Outcome Data
Review current prevalence and CAUTI
rates trends;
C. Process Data
Review indicator appropriateness data
and prevalence;
D. Other?
Data entry or CAUTI identification issues;
Remind them about submitting the
quarterly TCT
Team Progress Update:
State Lead
20 minutes
A. Team formation/dynamics
(invite teams to
Any team issues? Is the team meeting
share
regularly?
progress/barriers
B. CUSP Activities
to date)
How did the Learning from Defects
Exercise go? Did they share results with
staff/leadership?
C. CAUTI Reduction Activities
How is daily rounding for catheter

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Tool 3.2.: Sample Coaching Call Agenda

prevalence and appropriateness going?

Can they describe their process/results
from contacting physicians regarding
catheter removal?
Questions from State Teams/Content Issues
Invite questions from teams about CUSP and
CAUTI reduction steps;
Homework/Upcoming
Deadlines/Announcements
Review data collection and submission
deadlines
Review dates for upcoming national calls, if
any
Homework for next call:
A. Continue to review your data with your
team/ Sr. Exec
B. Continue education about HICPAC
guidelines
C. Start looking at other CUSP tools to
implement
D. Share progress with medical staf and
leadership

State
Lead/Faculty on
ad hoc basis
State Lead

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20 minutes

5 minutes

Tool 3.2.: Sample Coaching Call Agenda

Developing a CAUTI Coaching Call Agenda: Templates to Help State Leads
Get Started
To help state leads continue the CAUTI coaching calls, a generic template is
included below, that may be used as a starting point for developing a CAUTI
coaching call agenda
GENERIC CAUTI COACHING CALL AGENDA TEMPLATE

1
2
3

5
6

TOPIC
Welcome/Ground Rules/Introductions
Roll Call/ Attendance
Data Update:
A. Data submission
B. Outcome Data
C. Process Data
D. Other (HSOPS, Care Counts Issues, etc.)
Team Progress Update:
A. Team formation/dynamics
B. CUSP Activities
C. CAUTI Reduction Activities
D. Sharing by Teams of Successes/Barriers
Questions from State Teams/Content Issues
Homework/Upcoming Deadlines/Announcements

FACILITATOR
State Lead
State Lead
State Lead

State Lead
(invite teams to
share
progress/barriers
to date)
State Lead
State Lead

TIME
ALLOTTED
2 minutes
3 minutes
10 minutes

20 minutes

20 minutes
5 minutes

This template is only intended to be a starting place for state leads, and should be
modified as the state lead sees fit, to reflect local wisdom, experience and expertise
of state teams, and any local issues.

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