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Table 4 Summary of the seven-step approach to designing and implementing a new duty hour system

From: Scheduling in the context of resident duty hour reform

Step 1 – Determine why the change is being considered

• Understand the impetus for the change (i.e., mandated versus voluntary)

• Acknowledge the organizational and psychosocial impact of this important culture shift

Step 2 – Decide who should be involved in the transition

• Identify and involve the main stakeholders

Step 3 – Clarify terms so everyone is speaking the same language

• Review definitions of key terms

• Review local regulations

Step 4 – Ask for help from those who have already made the change

• Identify best practice models from care units or services similar to your own

• Look for schedule models that can be adapted to your needs

Step 5 – Develop a model based on your clinical and educational needs

• Consider your clinical needs, including manpower requirements, workload, and workflow issues

• Consider your pedagogical needs, including resident learning, supervision and evaluation, and fragmentation of other rotations

Step 6 – Implement and monitor

• Inform all affected parties in a timely fashion before the schedule takes effect

• Encourage local leaders to act as advocates for this culture change

• Establish a system of active monitoring and feedback collection (including incident-driven review) prior to schedule implementation

• Set a realistic timeline for evaluating and fine-tuning the system (avoid prematurely undertaking major changes or decisions)

Step 7 – Routine monitoring

• Continue monitoring for quality control after the initial changes

• Develop institution-specific evaluation instruments for ongoing review of the new system

 ο Define purpose of review (quality control versus research)

 ο Determine and prioritize aspect(s) to be evaluated

 ο Identify stakeholders to be involved in the review

 ο Search for pre-existing evaluation instruments that may be adapted in your context

 ο Determine the most suitable methodology to conduct the evaluation (review the goal of the evaluation and balance resource requirements, scientific rigour, and level of relevance)