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Conference Agenda
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Grouping for Solutions:
Increasing Organizational Reliability
by Bringing Academicians and Practitioners Together
Ontario Hilton
Ontario, California
April 2-4, 2006
Sunday, April 2
9:00 – 10:30
Plenaries
Convener: Daved Van Stralen, Assistant Professor Pediatrics, Loma Linda University
Medical Director, Totally Kids Specialty Healthcare,
San Bernardino County Fire Department and American Medical Response (San Bernardino County)
“Overlapping Strategies for Influencing Change in Healthcare: The Joint Commission Perspective”
Peter Angood, M.D. Vice President, Joint Commission on Accreditation of Healthcare Organizations; Chief Patient Safety Officer, Joint Commission International Center for Patient Safety
“Nuclear Safety: Expect the Unexpected”
R. Bruce Mathews, PhD. Member, Defense Nuclear Facilities Safety Board
10:30 – 10:45
Break
10:45 – 11:45
(Concurrent Sessions)
High Reliability Organizations – The Basic of High Reliability Organizations: Making Your Organizations Safer and More Effective (a primer) If you have not had experience implementing HRO practices this is a good place to start.
Anthony Hare, PhD, Oakland, CA Police Department (ret.)
Dennis Kowal, PhD, Analyst, Institute for Defense Analysis, US Army Col. (ret.)
Take aways: Further Reading List
Student note taker: Vinit Desai, PhD student, University of California, Berkeley
High Reliability Organizations – Intermediate Approaches to High Reliability: Advanced Concepts on Reliability (a primer)
Robert Bea, Professor, Department of Civil and Environmental Engineering, University of California, Berkeley
Gerard Koenig, PhD, Professor of Management, Dean, Paris XII University Graduate School of Management, and Normandy Business School
Karl Weick, PhD, Rensis Likert Distinguished University Professor Ross School of Business, University of Michigan
Take away: Further Reading List
Student note taker: Kuo Yu, PhD student, University of California, Berkeley
11:45 – 12:45
Luncheon
Lessons Learned from Catastrophe: How Organizations Responded to Hurricane Katrina
Convener: Karlene H. Roberts, PhD, Professor, Walter A. Haas School of Business, University of California, Berkeley
Robert Bea
Charles Cowley, HSSE Competence and Culture Manager, Shell International Petroleum Co - Downstream
Carolyn Merritt, Chair and CEO, U.S. Chemical Safety and Hazard Board
Reto Schneider, Head Casualty Risk Engineering Swiss Re Insurance Company
Skip Skivington, Director of Operations, Procurement & Supply, Kaiser Permanente
Take away: Notes on the session
Faculty note taker: Barry Strauch
Student note taker: Dan Wong
12:45 –2:15
Research and Theoretical Approaches to High Reliability (a panel)
Chair: W. Earl Carnes, BS, MA, Nuclear Industry Liaison, U.S. Department of Energy (DOE)
Philippe Baumard, PhD, Professor of Strategic Management at Aix-en-Provence Graduate School of Business
Pascale Carayon, PhD, Professor, Industrial and Systems Engineering, University of Wisconsin, Madison
Ruth Fanning, M.D. D.S. Department of Anesthesiology, School of Medicine, Stanford University
Kathleen Sutcliffe, PhD, Professor of Management and Organization, Ross School of Business, University of Michigan
Take away: Madsen, P., Desai, V. Roberts, K.H., and Wong, D. “Continuous Design: The Birth and Evolution of a Pediatric Intensive Care Unit. Organization Science (in press)
Faculty note taker: John Carroll
Student note taker: Kuo Yu
2:15 – 2:30
Break
2:30 – 4:00 Turning Unreliability into High Reliability: Implementing and Sustaining Change (a panel)
Concurrent Sessions
Session 1 Chair: John Carroll, PhD, Professor of Behavioral and Policy Sciences, Sloane School of Management and Engineering Systems Division, MIT
Jeffery Cooper, PhD. Director of Biomedical Engineering Partners Health Care System, Associate Professor of Anesthesia, Harvard Medical School
Douglas Padgett, President and CEO Totally Kids Specialty Healthcare
Charles Taylor, Director of Operational Risk for the Risk Management Association (RMA)
Take away: Meeting notes
Faculty note taker: Colin Reid
Student note taker: Dan Wong
Session 2 Chair: Sam Stringfield, Distinguished University Scholar, Acting Chair of the Educational and Counseling Psychology Department, and Director of the Grawemeyer Award in Education, University of Louisville.
Michael Harrison, Sr. Research Scientist – Organization and Systems, Agency for Healthcare Research and Quality (AHRQ) Christopher Hart, JD, Deputy Director Air Traffic Safety Oversight Service, Federal Aviation Administration
Michael Rosenblatt, M.D. General Surgeon, Director of Trauma Service, Vice Chair, Division of Surgery, Lahey Clinic
Bert Slagmolen, PhD, Managing Partner, IME Consultants (Netherlands)
Take away: Van Stralen, D. “Creation of a Pediatric Intensive Care Unit” (unpublished)
Faculty note taker: Tony Ciavarelli
Student note taker: Kuo Yu
4:00 – 5:30
High Reliability Across Worlds: Comparing Military and Civilian Communities (a panel)
Chair: Robert Burg, MBA, Executive Vice President and Managing Director of Healthcare, Emergency Management and Human Services, Ralph Andersen and Associates
Dennis Kowal
Joe Martin, Battalion Chief (ret.), Los Angeles Fire Department
Take Away: Meeting notes
Faculty note taker: Chris Hart
Student note taker: Peter Madsen, Assistant Professor, Brigham Young University
5:30 Social get Together Theme: “Are the Stars out Tonight”
Take away: Learning from Others Who Are Not Like Me
Monday, April 3
8:00 – 9:00
Breakfast
9:00 – 10:30
Changing Organizations Following a Major Catastrophe (a panel)
Chair: Barry Strauch, PhD Associate Director, Office of Marine Safety U.S. National Transportation Safety Board (NTSB)
Carolyn Merritt
Najm Meshkati, PhD, Associate Professor of Civil/Environmental Engineering, University of Southern California
Colin Reid, Manager, High Reliability Operations (HRO) British Petroleum, Inc.
Dave Thomas, Regional Fuels Specialist, Intermountain Region, USDA Forest Service
Take Away: Starbuck, W., and Stephenson, J. “Making NASA a More Effective Organization,” In W.H. Starbuck and M. Farjoun (eds.) Organization at the Limit: Lessons from the Columbia Disaster.”
Faculty note taker: Kathleen Sutcliffe
Student note taker: Peter Madsen
10:30 – 10:45
Break
10:45 – 11:45 Reliability from the Ground Up: Working with Users to Implement Reliability Standards (a discussion with)
Bruce Barton, BS, Director, Riverside Division of American Medical Response, Inc.
Don Hiett, Assistant Chief (ret.) Atlanta GA, Fire Department; Senior Principal, Organization Strategic Solutions Group
Gary Provensal, Division Chief, Special Operations, San Bernardino County Fire Dept.
Take Away: Meeting Notes
Faculty note taker: Tracy Thompson
Student note taker: Peter Madsen
11:45 – 12:45
Luncheon
A Case Study of High Reliability in a Multi System Hospital Organization
Julie Nunes, RN, Director of Risk Management, Northern California Region, Kaiser Permanente
Sharon McFerran, RN, PhD, Group Leader, Northern California Regional Risk Management, Kaiser Permanente
Take Away: Materials about the Kaiser Project
Faculty note takers: Henry Christen, Ruth Fanning
Student note taker: Peter Madsen
12:45 – 1:45 High Reliability in Highly Unlikely Places (a discussion with)
Robert Bilicke, BS, Director, Facilities Management, Totally Kids Specialty Healthcare
Carol Baker Briggs, MBA, RD, Executive Director of Nutritional Services, Loma Linda University Children’s Hospital and Medical Center
Racquel Calderon BS, Director, Respiratory Services, Totally Kids Specialty Healthcare
Take Away: Meeting notes
Faculty note taker: Bob Bea
Student note taker: Dan Wong
1:45 – 2:45
Town Meeting: Issues from the Floor
Conveners: Daved Van Stralen and Dennis Kowal
Take away: Meeting notes
Faculty note takers: Tony Hare, Earl Carnes
Student note taker: Peter Madsen
2:45 – 3:00
Break
3:00 – 4:30
(Concurrent Sessions) How High is High?: Approaches to Measuring Reliability in your Organization or Research Project (a panel)
Session 1 Chair: Daved Van Stralen
Robert Bea
Jim Conway, Sr. Fellow, Institute for Healthcare Information (IHI), Senior Consultant, Dana-Farber Cancer Institute
Take away: www.HFA-OSES
Faculty note Takers: Karlene Roberts, Jim Holbrook
Session 2 Chair: Tony Ciavarelli, PhD, Professor of Psychology, Naval Postgraduate School, Monterey, CA and Principal, Human Factors Associates
Ruth Fanning
Charles Taylor
Tracy Thompson, PhD, Associate Professor of Business, Milgard School of Business, University of Washington, Tacoma
Take Away: www.HFA-OSES
Faculty note takers: Pascale Carayon, Carolyn Merritt
4:30 – 5:45
HRO and Community Emergency Services (a panel)
Chair: Margaret Parker M.D. Professor of Pediatrics State University of New York, Stoneybrook (Past President, Society of Critical Care Medicine)
Robert Burg
Matt Gross, MD, Assistant Professor, Pediatrics, Loma Linda University School of Medicine
Jim Holbrook, EdD Professor of Emergency Services, Crafton Hills College
Gary Provensal
Don Hiett
Joe Martin
Take Away: Meeting Notes
Faculty note takers: Henry Christen, Michael Rosenblatt
5:45
Social Get Together Theme: “Say it with Flowers”
Take Away: Ideas from folks who are not like me
Tuesday, April 4
8:00 – 9:00
Breakfast
9:00 – 9:45
Perspectives on Reliability from the News Media (a presentation)
Randy Paige, MA, CBS News, Investigative News Reporter
9:45 – 11:30
Wrap Up (a mixed bag)
(9:45 – 10:30)
A Report from the Faculty and Business People who met Saturday, April 1 about the Research and Implementation Challenges They Face Concerning Risk Reduction and Mitigation
Reporting team: Tony Hare, Charles Taylor, and Karl Weick
Take Away: Summary (Tony Ciavarelli)
(10:30 – 11:30)
Wrap up to and Challenges Uncovered by this Meeting
Reporting team: Kathleen Eisenhardt, Earl Carnes, John Carroll, and Najm Meshkati
Take Away: Summary (Jeffrey Cooper)
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