MTL Facilitate - OMHSP QIIC Training

branscombj commented 5 years ago

To prepare TAS for co-facilitating MTL Live and to develop our MTL Facilitate plan...

2 months is probably a challenging time frame to fully prepare folks who are brand new. TAS have a leg up because of the week intensive they already had. I think if I were designing MTL Facilitate for newbies, I would keep a chunk of intensive training (live if possible), but put it after their participation in a) a 12-session MTL Live series and b) completing 36 sessions of MTL Video on their own This would allow for live role-playing of facilitation in the intensive week, after completing the course as a learner.

I propose that TAS do a and b above and then have some time with TeamPSD to directly discuss facilitation and mechanics. To accomplish this by the end of March could mean something like the below. (I used PSY as a placeholder for the module they do in MTL Live; could be whatever they actually prioritize.) The "pilot" column allows for time they'll need to complete the MTL Video piloting "paperwork" (not part of MTL Facilitate in future.)

Mo	Wk	MTL Live/live mtgs with TeamPSD	MTL Video	Hrs	Pilot
Feb	1	1,2,3	1,2,3,4,5PSY	8	2
	2	4,5,6PSY	6,7,8,9,10PSY	8	2
	3	7,8,9PSY	5,6,7,8,9MM	8	2
	4	10PSY,11,12	10MM,5,6,7,8CC	8	2
Mar	1	MM,CC	9,10CC,5,6,7AGG	8	2
	2	AGG,SP	8,9,10AGG,5,6SP	8	2
	3	Facilitation (3 hrs)	7,8,9,10SP,11,12	8	2
	4	Facilitation (3 hrs)	Planning (3)	6	0

For TeamPSD this would mean facilitating one team through the 12-session plan in a compressed, 3 sessions per week time frame. We could take turns co-facilitating, with those not facilitating a given session sitting in as "learners" along with the TAS.

ALTERNATIVELY, we could do Sessions 1,2,3, live/remote with TAS as learners, then do 1,2,3, live/remote with TAS as co-facilitators; etc. Although switching back and forth between Learner and Facilitator was difficult in Chicago, this might be a reasonable compromise and let them lead closer to the time they were exposed to the session, and give them facilitating practice as we go along rather than all at the end.

dlkibbe commented 5 years ago

Thanks for this summary @branscombj - Question: for the R01 study would @lzim and @TomRust do the Audit & Feedback clinics since they facilitated the data sessions?

branscombj commented 5 years ago

To your question, @dlkibbe , probably not, because in MTL Live, each TeamPSD member co-facilitates all of the sessions (1-12) along with one TAS. And it will probably fit the research design best for the A&F teams to be co-facilitated by one TAS and one TeamPSD member just as the 12-session plan teams are.

lzim commented 5 years ago

Hi Everyone - HAPPY WEEKEND! :smiley_cat:

Moving @branscombj's update for all of Team PSD Co-Facilitators to GitHub:

@dlkibbe @dlounsbu @TomRust and @staceypark

Jane says: We have a Lucid meeting template for our meetings with TAS to conduct MTL Live with them. (Thank you Stacey for your help and for finishing it up!) For admin tasks in Lucid, we have to use LZ’s login credentials, which are in the Lucid notes from yesterday’s MTL Launch meeting.

We will use mtl.how/live (Adobe Connect) for video, but unlike national roll-out, we will use Lucid for audio instead of VANTS.

Lindsey Clarifies:

For this week, @staceypark and I will make sure the Lucid invite goes out on Monday - with instructions and a link to the session 1 pre-email.
@staceypark and I will set up a template for these Wednesday MTL Facilitate sessions so that Facilitate Workgroup Co-Leads just grab that template, adapt it for the week (purpose, outcomes agenda) and send it out.
In March, for our review of the 12-session plan with OMHSP TAS co-facilitators in learner mode for MTL Live we plan to consistently use this GENERAL FORMAT:

Schedule 2 hours for each session like we will during the roll-out
Break out so that Team PSD co-facilitators do the 30 minute pre/post checklists for the session
Concurrently the OMHSP TAS learners will do the "DO" from the standard pre/post emails during the same time period (e.g., the TAS do their session 1 pre-meeting “DO" in the first 30 minutes; and while we de-brief they complete the intersession "DO."

NOTE: We may NOT want the TAS to focus on the pre-session 2 DO next week, as @holbrooa is still working to prep updates to the data UI code. We should have an update regarding this on Monday.

Back to Jane:

For next week, Tom and Jane will co-facilitate Session 1.
For Session 1 their pre-work is just to join the audio and video.

Hope everyone has a wonderful weekend it's already MARCH :cherry_blossom:

staceypark commented 5 years ago

@lzim @dlounsbu @dlkibbe @TomRust @branscombj Given that we plan on doing 2 sessions per week, I'm wondering if the meeting structure would look like: 1) 30 min pre + 60 min session + 30 min post + 30 min pre + 60 min session + 30 min post or 2) 60 min pre + 120 min session + 60 min post

Option 1 makes more sense to me in terms of keeping it consistent to how we rollout with the teams and esp for the do/done from the learner end. Thoughts?

branscombj commented 5 years ago

@lzim @dlounsbu @dlkibbe @TomRust @staceypark I agree; your option 1 makes more sense to me too. I'm just not sure if the TAS are going to be able to set aside 4 hours at a time to do 2 sessions in one sitting.

If we could get two one-hour slots with them per week, we could let them do the between-session DOs on their own - more flexibility that way - and we'd complete mtl live in 6 weeks.

Even better if we could swing three (MWF) one-hour sessions per week and get through mtl live in 4 weeks!

I'm not sure the schedule for TAS to watch mtl video. I'd say they should watch the session just completed live in addition to the between-session DO - but then their piloting wouldn't be done until close to the end of their training.

For mtl facilitate in general, we should go about a more methodical outline of learning content; but to start off, I'm going to propose a 5-part concept (feel free to suggest better names for these!): A. Live: Complete the mtl live 12-session plan as a learner. B. Video: Complete the mtl video 36 sessions as a pilot reviewer. (Future cohorts of mtl facilitate might only do, as learners not piloters, the videos of Sessions 5-10 in the modules they didn't do in live.) C. Admin: Learn the back-end tasks of modeling to learn. (could be learned by doing in conjunction with D) D. Practice: Co-facilitate at least 6 sessions of the 12-session plan, complete with half-hour co-facilitator prep, half-hour co-facilitator post-session debrief, and additional, 1-hour group discussion. E. Study: Read designated background literature and mtl materials.

dlounsbu commented 5 years ago

Not sure where we are with respect to finalizing the MOU for training TSA members. I did not see a specific meeting schedule for the training yet. I am hoping that there is a way to build in some level of flexibility and/or redundancy in scheduling, so that when one of us has a conflict, there is a way to reschedule and/or arrange a substitute that keeps the training moving forward and keeps everyone up to date. Thoughts?

staceypark commented 5 years ago

@dlkibbe @dlounsbu @branscombj @TomRust @lzim Based on the poll, here's where we landed for the March schedule (times in Pacific). This is what the teampsd and tas availability look like so far:

Time	Session	TeamPSD	TAS
Wed 3/20 @7:30am	Session 1	Lindsey, Debbie, Jane, Tom, Stacey	Gayle, John, Marcia, Matt
Wed 3/20 @11:30am	Session 1	Lindsey, David, Debbie, Jane, Tom, Stacey	Marcia, Matt, Theresa
Thurs 3/21 @11:30am	Session 2	Lindsey, Debbie, Jane, Stacey	Gayle, John, Matt, Theresa
Mon 3/25 @9:30am	Session 3	Lindsey, Debbie, Jane, Tom, Stacey	Gayle, John, Theresa

Note, we are doing Session 1 twice on Wednesday

lzim commented 5 years ago

@staceypark @branscombj @dlkibbe @dlounsbu @TomRust

Below is the updated/confirmed April and May schedule that we discussed this morning. We will be updating the TAS and sending around invites soon.

We also aim to get the June/July schedule set up ASAP.

Thanks!

Role	Date	Time	Content	Link
Learner	Mon 4/15	09:30a PST / 12:30p EST	Session 6	https://meet.lucidmeetings.com/meeting/211360
Learner	Mon 4/18	09:30a PST / 12:30p EST	Session 7	https://meet.lucidmeetings.com/meeting/211361
Learner	Wed 4/24	09:30a PST / 12:30p EST	Session 8	https://meet.lucidmeetings.com/meeting/211363
Learner	Fri 4/26	11:30a PST / 02:30p EST	Session 9	https://meet.lucidmeetings.com/meeting/212078
Learner	Mon 4/29	11:30a PST / 02:30p EST	Session 10	https://meet.lucidmeetings.com/meeting/211365
Learner	Wed 5/1	07:30a PST / 10:30a EST	Session 11	https://meet.lucidmeetings.com/meeting/212081
Learner	Wed 5/8	07:30a PST / 10:30a EST	Session 12	https://meet.lucidmeetings.com/meeting/212211
Co-Facilitator	Wed 5/8	09:30a PST / 12:30p EST	Learner Debrief & CoF Plan	https://meet.lucidmeetings.com/meeting/212966
Co-Facilitator	Fri 5/17	09:30a PST / 12:30p EST	Session 1	https://meet.lucidmeetings.com/meeting/212213
Co-Facilitator	Wed 5/22	07:30a PST / 10:30a EST	Session 2	https://meet.lucidmeetings.com/meeting/212214
Co-Facilitator	Wed 5/22	09:30a PST / 12:30p EST	Session 3	https://meet.lucidmeetings.com/meeting/213103

lzim commented 5 years ago

@staceypark @branscombj @dlkibbe @dlounsbu @TomRust @holbrooa @jamesmrollins @clairecollie @MattMoore2 @theresaschmitz @gyiwamasa @jwklocek

Hi Everyone,

We're working on where to indicate who will miss parts of the May/June/July training schedule. Here's a first draft of a table for that, until we can come up with something better.

You can click the edit button and indicate when you will miss


Week	Session	#manuscriptmondays	Wed Intersession Prep	Fri Co-Facilitation Practice
MONDAY	PT 9:30-11:30 / ET 12:30-2:30	FRIDAY
May 13-15-17	Orientation to _MTL_Facilitation Resources	DK out	DK MH out	No Meeting DK out
May 20-22-24	Orientation to MTL Facilitation Skills	DK MH out	DK MH out	SP out CC, MH out
May 27-29-31	Memorial day holiday - no Facilitate Workgroup meetings
Jun 3-5-7	MTL Theory of Change - Intersession	TS GYI MM MH out	TS GYI MM MH out	TS GYI MM MH out
Jun 10-12-14	TAS in DC for 10NC5 meeting		F2F Travel	Team PSD In person
Jun 17-19-21	Team PSD F2F	Team PSD In person CC out MH out MM out GYI avail 11-noon	F2F Travel CC out MM out MH out	CC out
Jun 24-26-28	Wrap-up F2F Facilitation Tasks	LZ, DL & CC out	LZ, DL & CC out	LZ, DL & CC out
Jul 1-3-5	July 4th holiday - no Facilitate Workgroup meetings this week
Jul 8-10-12	TAS Updates	TS, CC, MM, GYI MH Out	TS, CC, MM MH out	JB, TS, CC MH out
Jul 15-17-19	S02	MM out	MM out	JB out
Jul 22-24-26	Most of Team PSD at System Dynamics Society - no meetings this week
Jul 29-31 Aug 2	S03	TR, LZ GYI MH out	TR, LZ MH out	TR, LZ MH out
Aug 5-7-9	S04 - Team 2	TR, TS, MM, JB out	TR, TS, MM, JB MH out	TR, TS, GYI, JF CC MH out
Aug 12-14-16	S03 & S04 - Team 4	MM, JB, JF out	MM out	MM CC out
Aug 19-21-23	S05	TR MH out	LZ, DK MH out	TR, DK CC MH out
Aug 26-28-30	S06	TS, GYI, JF, DK out	TS, GYI out	LZ, TS, GYI out
Sept 2-4-6	S06	Labor Day Holiday: no meeting	MM GYI MH out	MM, DL MH out
Sept 9-11-13	No meeting	MM, DK, DL, JB, JR, MH out	MM, LZ, DK, DL, TR, JR, JK, MH out	MM, LZ, DK, DL, JB, JR, TR, JF, JK, MH out
Sept 16-18-20	S07	TR, JB, TS out	JB, TS CC out	GYI, JB, CC, TS out
Sept 23-25-27	S08	MM, JB, TS CC MH out	MM, JB, TS CC MH out	GYI MH out
Sept 30 Oct 2 4	S09	TS MH out	TS, JK MH out	TS JF MH out
Oct 7-9-11	S10	MM, JF, TS out	MM, JK, TS, JC out	TS MH out
Oct 14-16-18	S11 & 12	Holiday	LZ, DL, DK, MM out	LZ, DL, TS, MM out
Oct 21-23-25	Splashpage Facilitation Tasks/Sim UI Facilitation Dashboard	DL out, MH out	DL out MH out	DL out MH out
Oct 28-30 & Nov 1	R01 Team Feedback Arm/Data UI
Nov 4-6-8	Launch	DL out - at AORTIC, CC MH Out	DL out - at AORTIC, CC MH MM Out	DL out - at AORTIC, CC MH MM Out
Nov 11-13-15		Veterans Day
Nov 18-20-22		MH Out
Nov 25-27-29				MH Out

MattMoore2 commented 5 years ago

Hi Lindsey and Team – I’m trying to figure out how to edit this – wondering if some formatting is missing/not showing up in Outlook? I don’t see an “edit button”…

lzim commented 5 years ago

@MattMoore2

Great question, the edit button is available under the ellipsis ... see screenshot 😸 edit_button

jwklocek commented 5 years ago

@lzim with the exception of 10 - 11 PT, I'll be available on 6/17

gyiwamasa commented 5 years ago

@lzim tropical drink

branscombj commented 5 years ago

@lzim I'll be in Menlo Park! 🐠

gyiwamasa commented 5 years ago

where is my emoji?

theresaschmitz commented 5 years ago

@lzim I'm out the week of June 3-7 as well. 🍹

gyiwamasa commented 5 years ago

:tropical_drink:

MattMoore2 commented 5 years ago

🍹

gyiwamasa commented 5 years ago

:cheese:

MattMoore2 commented 5 years ago

🥇 🍹

lzim commented 5 years ago

💯

theresaschmitz commented 5 years ago

@gyiwamasa 🍹

branscombj commented 5 years ago

Hi Lindsey and Team – I’m trying to figure out how to edit this – wondering if some formatting is missing/not showing up in Outlook? I don’t see an “edit button”…

Hi @MattMoore2 - I think @lzim may have told you on the phone - but for anybody else who wonders, you can edit your own comment using one of the options at the 3 dots at top right beside the smiley face. We typically follow a norm of not editing other people's comments; instead, you can use the 3 dots "quote reply", which is what I did here. An exception, of course, is where we're all putting our own input into a group message like the schedule table in this issue.

lzim commented 5 years ago

@branscombj is right (I'm "quote replying" her here):

We typically follow a norm of not editing other people's comments; instead, you can use the 3 dots "quote reply", which is what I did here. An exception, of course, is where we're all putting our own input into a group message like the schedule table in this issue.

It is rare that we edit each other's comments, but sometimes we do need to do so. 🌺

jessfroe commented 5 years ago

@lzim @staceypark I noticed that September 2nd (Labor Day) is included in this schedule and it is indicated that we are meeting for #manuscriptmondays. Should this be updated? I'm assuming Labor Day is a holiday.

branscombj commented 5 years ago

@lzim @staceypark I noticed that September 2nd (Labor Day) is included in this schedule and it is indicated that we are meeting for #manuscriptmondays. Should this be updated? I'm assuming Labor Day is a holiday.

Yes, 9/2 is a holiday; we should not have anything scheduled. Also @staceypark I notice that most of my recurring Lucid appointments end in August.

jessfroe commented 5 years ago

@branscombj Thanks, Jane! @staceypark and I will make sure the meetings continue past August.

branscombj commented 5 years ago

Hi all! @clairecollie @MattMoore2 @gyiwamasa @jwklocek @theresaschmitz @dlkibbe @staceypark @jessfroe @dlounsbu @TomRust @lzim Debbie put a question in the Lucid Meeting notes yesterday that I don't think got answered. My understanding is that YES, our Friday practice sessions are designed to be full run-throughs including opening and closing Done/Do reviews. p.s. Is (at)hmarcia "our" Marcia? I didn't ping it because I wasn't sure.

jessfroe commented 5 years ago

@branscombj I think we need @staceypark 's input here - my latest impression is that the facilitation practice should be to only focus on the middle "meat" of the session, excluding opening and done/do review. But, we should get further clarification to be sure.

branscombj commented 5 years ago

@branscombj I think we need @staceypark 's input here - my latest impression is that the facilitation practice should be to only focus on the middle "meat" of the session, excluding opening and done/do review. But, we should get further clarification to be sure.

Thanks, @jessfroe . Yes, let's see what @staceypark says. My impression was that we focus Intersession Prep on the 30-minute in-session exercise but still do the whole session on Friday. But that may be wrong.

staceypark commented 5 years ago

@clairecollie @MattMoore2 @gyiwamasa @jwklocek @theresaschmitz @dlkibbe @staceypark @jessfroe @dlounsbu @TomRust @lzim @branscombj @hmarcia (hmarcia is our Marcia!)

Yes, @branscombj is correct. Wednesday's Prep hour focuses only on the middle 30 min "meat" of the session. Friday's co-facilitation hour is a run-through of the entire session including done/do review & the in-session exercise

staceypark commented 5 years ago

Team 2
Session	2	3	4	5	6	7	8	9	10	11 & 12
Date	19-Jul	2-Aug	9-Aug	23-Aug	30-Aug	20-Sep	27-Sep	4-Oct	11-Oct	18-Oct
Co-F	Gayle, Debbie	Theresa, David	Lindsey, David	David, Gayle	Jane, Claire	John, Lindsey	John, Lindsey	Claire, David	Gayle, Jane	Gayle, John
Team	Lindsey, Theresa, John	Debbie, Gayle, Jessilyn, Jay	Jane, Debbie, Matt, Stacey	Jessilyn, Theresa, Stacey, Jay	Gayle, Jessilyn, David	Lindsey, Rita, David	David, Matt, Jane, Gayle, Rita	Rita, John, Jay, Rita, Lindsey	Rita, Lindsey, Claire, David	Lindsey, Jessilyn, Claire, David, Jane
Prep Recording	Lucid	Lucid	in 000	in 000 but no audio	Lucid	in 000	in 000	in 000	in 000	in 000
Live Co-F Recording	Lucid	Lucid	Lucid	not in 000 yet	Lucid	Lucid	Lucid	in 000		Lucid


Team 4
Session	2	3	4	5	6	7	8	9	10	11 & 12
Date	19-Jul	2-Aug	16-Aug	23-Aug	30-Aug	20-Sep	27-Sep	4-Oct	11-Oct	18-Oct
Co-F	Tom, Claire	Jane, Matt	Tom, Marcia	Jane, Tom	Tom, Marcia	Matt, Debbie	Tom, Debbie	Matt, Debbie	Tom, Marcia	Debbie, Marcia
Team	Marcia, Stacey, Jessilyn	Marcia, Claire, Stacey	Gayle, Jane, Theresa, Lindsey, David, Tom, Debbie, Jessilyn, Stacey	Claire, Matt, Jane	Debbie, Stacey John	Stacey, Theresa, Tom, Jessilyn	Marcia, Tom, Jessilyn, Stacey	Stacey, Theresa, Jane, Lindsey	Matt, Debbie, Stacey	Jay, Rita, Lindsey, Stacey
Live Co-F Recording	in 000	in 000 but no audio	in 000	not in 000 yet	not in 000 yet	in 000	in 000		in 000	not in 000 yet

branscombj commented 5 years ago

Hey @staceypark this is awesome! Thank you for tracking. I do think it's helpful to have a reality check on who's done what.

branscombj commented 5 years ago

Team	Session	Date	Gayle	Theresa	Claire	John	Jay	Matt	Marcia	Jane	Debbie	David	Lindsey	Tom	FAC total	tm total
2	2	19-Jul	FAC	tm		tm					FAC		tm		2	3
4	2	19-Jul			FAC				tm					FAC	2	1
2	3	2-Aug	tm	FAC			tm				tm	FAC			2	3
4	3	2-Aug			tm			FAC	tm	FAC					2	2
2	4	9-Aug						tm		tm	tm	FAC	FAC		2	3
4	4	16-Aug	tm						FAC	tm				FAC	2	2
2	5	23-Aug	FAC	tm			tm					FAC			2	2
4	5	23-Aug			tm			tm		FAC				FAC	2	2
2	6	30-Aug	tm		FAC					FAC		tm			2	2
4	6	30-Aug				tm			FAC		tm			FAC	2	2
2	6	6-Sep			FAC					FAC					2	0
4	6	6-Sep		FAC							FAC			tm	2	1
2	7	20-Sep				FAC	tm	tm					FAC		2	2
4	7	20-Sep						FAC			FAC	tm		tm	2	1
2	8	27-Sep	tm			FAC		tm		tm		tm	FAC		2	4
4	8	27-Sep		FAC					tm		FAC			tm	2	2
2	9	4-Oct			FAC	tm	tm					FAC	tm		2	3
4	9	4-Oct		tm				FAC		tm	FAC		tm		2	3
2	10	11-Oct	FAC		tm					FAC		tm	tm		2	3
4	10	11-Oct						tm	FAC		tm			FAC	2	2
2	11&12	18-Oct	FAC		tm	FAC						tm	tm		2	3
4	11&12	18-Oct					tm		FAC		FAC		tm		2	2
		FAC total	4	3	4	3	0	3	3	5	6	5	4	4
		tm total	4	3	4	3	5	5	4	5	4	4	2	4

branscombj commented 5 years ago

It wouldn't break anything if we renamed this issue OMHSP IC Training (vs. TAS)? I need all the reinforcement I can get to make the switch!

lzim commented 5 years ago

Done!

lzim commented 5 years ago

@ritahitching

Will you please update the "tm" portion of @branscombj's table to reflect last week?
I see you have it in @staceypark's table, which is great.

Thanks!

lzim commented 5 years ago

@ritahitching and @staceypark

Can you confirm whether the "not yet in 000" are actually correct for session 6? Thanks!

ritahitching commented 5 years ago

@lzim and @staceypark just double checked the 000 folder - we have no audio or visual for Session 6 intersession-prep dated 08/28 - table updated

staceypark commented 5 years ago

@MattMoore2 @theresaschmitz @clairecollie @jwklocek @gyiwamasa @dlkibbe @branscombj @dlounsbu
It looks like the OOO schedule isn't the most up to date for some folks. We are missing folks at meetings that have not indicated they will be out. Please double check and make sure your piece of the schedule is up to date. Thanks

MattMoore2 commented 5 years ago

Hi Stacy – I’ve “lost” where that schedule is located – could you send directions or link so I can find it again?

Thanks.

ritahitching commented 5 years ago

hi Matt, I believe the schedule is in issue 303 (https://github.com/lzim/teampsd/issues/303)

MattMoore2 commented 5 years ago

Thanks, I will book mark that as this is kinda buried. It's in issue 303 (https://github.com/lzim/teampsd/issues/303) I’ve “lost” where that schedule is located – could you send directions or link so I can find it again?

lzim commented 5 years ago

@ritahitching and @staceypark

Will you please clean up and remove the email details from Matt’s comment?

We need to orient the ICs to this.

After we get the latest updates, let’s consider closing #303 and opening a fresh schedule issue with 3 tables in it.

The schedule also needs to be updated in the team_tracker schedule.

Let’a cover this in a huddle today

ritahitching commented 5 years ago

@lzim @staceypark comments from Matt updated.

lzim / teampsd

MTL Facilitate - OMHSP QIIC Training #303