Leadership and management of change is one of the four core content areas of the clinical informatics subspecialty[ii] and is frequently referenced as a key determinant of success in transformational efforts. This tutorial will provide attendees with practical guidance and tools for leading technology-driven change efforts to improve quality in their organizations. These change efforts may involve implementation of new technology or optimization of existing technology and may be inspired by internally derived quality improvement goals, external reporting demands and/or reimbursement requirements.

The instructors will begin by demonstrating the importance of aligning technology-driven change efforts to an organization’s strategic goals as well as establishing the business case for managing such change efforts effectively. Using an interactive, case-oriented approach as well as Poll Everywhere technology to facilitate participation, the instructors will then guide attendees through key aspects of leading implementation and optimization, including governance and stakeholder analysis, organizational readiness assessment, workflow modeling, and communication strategy. Through guided discussion of these topics, attendees will (1) identify barriers to implementation and optimization; (2) apply tools useful for leading their organizations through these barriers; and (3) gain insight into various methods for evaluating the level of success of an implementation or optimization effort.

Content for the tutorial will be informed by the complementary fields of informatics, innovation theory, implementation science, and change management. The instructors will also draw upon examples from their experience with efforts to implement and optimize health information systems in both inpatient and ambulatory care settings. The combination of case study, polling technology, and guided discussions will enable attendees to reflect individually upon the content, learn from the experiences and insights of fellow attendees, and apply practical tools to specific implementation and optimization scenarios.

Learning Objective 1: 1. Articulate the specific characteristics and impacts of effective change management to enable health IT success
2. Align technology-driven improvement project goals with organizational strategic initiatives to define measures of project success
3. Identify project constituents (e.g., sponsors, stakeholders, champions, opinion leaders, & subject matter experts) and their role in project governance, development, implementation and evaluation.

Learning Objective 2: 4. Apply frameworks and tools to assess organizational readiness for implementing change and to inform strategies for improving readiness
5. Describe methods to document current state and design future state user-centered process workflows
6. Identify approaches for communicating content that fits the needs of various implementation stakeholder groups


Robert Murphy (Presenter)
University of Texas Health Science Center at Houston

Christopher Shea (Presenter)
The University of North Carolina at Chapel Hill

Rebecca Kitzmiller (Presenter)
The University of North Carolina at Chapel Hill

Presentation Materials: