Task Management

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Task Management

• Task management focusses on how people (or teams) organise resources and required activities to achieve goals, be they individual case plans or longer term scheduling issues. It has four skill elements: planning and preparing; prioritising; providing and maintaining standards; identifying and utilising resources. (See source link: ANTS)
  http://www.abdn.ac.uk/iprc/documents/ants/ants_handbook_v1.0_electronic_access_version.pdf

Instructions

• This tool is to help observers of clinical team work identify key behaviors which contribute to effective task management. This is so the team can reflect upon and receive feedback on their performance.
  
  Ideally, dedicate 5-10 minutes to discuss task management with the team ahead of the observation:
  1. Elicit good and bad behaviors
  2. Describe the different sections of the observation tool
  3. Elicit areas in which individuals or the team would like specific feedback.

Planning and Preparation

• Develop in advance a plan and communicate to relevant staff

  Yes

  Partly

  No

  ?

• Review plan in light of changes

  Yes

  Partly

  No

  ?

• Make necessary arrangements to ensure plans can be achieved

  Yes

  Partly

  No

  ?

Prioritising

• Discuss priority issues

  Yes

  Partly

  No

  ?

• Convey the order of actions in critical situations

  Yes

  Partly

  No

  ?

• Identify and draw attention to critical areas (e.g. during escalation SBAR handovers)

  Yes

  Partly

  No

  ?

• Manage distractions

  Yes

  Partly

  No

  ?

Providing and Maintaining Standards

• Follow published protocols and guidelines

  Yes

  Partly

  No

  ?

• Maintains safety standards e.g. correct patient identification; minimum monitoring, cross check of drug labels, at each encounter

  Yes

  Partly

  No

  ?

• Adheres to infection control best practice

  Yes

  Partly

  No

  ?

• Maintain accurate and contemporaneous notes

  Yes

  Partly

  No

  ?

Identifying and Using Resources

• Identify and make use of all necessary resources (people, expertise, equipment, time) and requests additional resources if needed

  Yes

  Partly

  No

  ?

• Allocate tasks to appropriate team members without overloading <br>

  Yes

  Partly

  No

  ?

• Keep track of allocated tasks and their completion (e.g. use of close loop communication or of task lists.)

  Yes

  Partly

  No

  ?

Overall Task Management

• How do you rate the task management in todays team?

  V. Good

  Good

  Undecided

  Not Good

  Poor

• Add Comments

• Add Photo

  Media

Rate the observation tool

• How useful was this tool in helping you structure and give feedback on task management today? [ 1= Not useful at all 5= Neutral 10= Very Useful]

• Observer(s) Signature

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