READINGS
in Independent Living

Quality Indicators for Independent Living Services: Quality Improvement Based on IL Principles

2001
by Maureen Ryan
Overview

The Wisconsin Coalition of Independent Living Centers (WCILC) has developed the Quality Indicators for Independent Living Services (QUILS), a peer review tool designed specifically for community-based, nonprofit centers for independent living. QUILS consists of both a document and a process. The document describes Quality Indicators which are derived from current federal standards and assurances for centers for independent living (CILs) but which further detail quality visions of best practice. Indicators often exceed federal standards or propose benchmarks for service or practice. The people who developed these indicators made a conscious decision to go beyond minimum requirements for compliance with federal or state standards. The quality indicators are intended to be signposts for CILs in the pursuit of excellence.

CILs can use the document to perform an internal self-assessment or as the framework for an external assessment by a team of peers. The results of a survey using the instrument can provide a great foundation for a strategic plan.

The second component of QUILS is a facilitated, on-site review by members of a peer review team. The peer review utilizes extensive interpersonal contact with consumers, board and staff members to assess Quality Indicator achievement. When talking with board members, staff and consumers, peer review team members focus on such issues as customer satisfaction, equal involvement of consumers in setting the direction of the center, consumer control of services and whether or not the community is becoming more accessible and providing more opportunities for people with disabilities.

Centers have control of the QUILS process. They choose if and when they want to have a peer review, who is on their peer review team, who their facilitator is, and how and with whom they share the verbal and written feedback. The center decides which recommendations and strategies they will implement and when they will be implemented.

Although the Wisconsin SILC provides funding for the peer reviews, the SILC does not require centers to report on the results. Centers can take advantage of this opportunity for quality improvement without fear that the SILC, the DSU or any funding agency is going to use any peer review information against them.

Every center has strengths and weaknesses. The peer review process typically finds things that are very strong and areas that need improvement. This process allows for the centers to be open because no one gets the information without going through the center. The result is honesty between the team members and those associated with the center and a true picture of the CIL's performance. This honest assessment can then lead to useful recommendations, realistic goals and outstanding service.

Background

QUILS was developed over a two year period by representatives of all Wisconsin CILs, the Office of Persons with Physical Disabilities, and the State Independent Living Council. The first step with QUILS was the development of a tool and a process that clarified our values and our definition of quality. The State Independent Living Council committed financial support for the peer reviews. For the first three years, the SILC provided funding for two peer reviews a year.

To date, all of the CILs in Wisconsin have received at least one peer review, and by the end of this year, half of the CILs in Wisconsin will have received their second peer review. The number of peer reviews scheduled per year is dependent on the amount of SILC funding. SILC is now funding one review per year, so we cooperatively designate which center will receive the next year's review at our final board meeting of each year. Each center knows where they are within the rotation of the eight centers.

The QUILS tool is reviewed annually and revisions to that tool have been made based on input received from peer reviews. Presentations on QUILS have occurred at the annual NCIL Conference and at the Region V Conference, with discussion at the annual SILC Congress. This tool has been sold to three other states and eight have expressed a strong interest in its purchase.

The Plan

QUILS is a powerful, practical and flexible tool in the pursuit of independent living excellence. QUILS is not intended to be used for comparative "rating," but rather as an internal tool for quality improvement. Previous participants in the process have stated the following reasons to have a peer review:

  • to clarify your values and your definition of quality, and then measure yourself by that;
  • to really see your center's performance from the customer's perspective;
  • to challenge your center to go beyond compliance;
  • to provide important input to planning;
  • to open up new possibilities instead of continuing to do things the way they have always been done;
  • to take initiative and be proactive (fix it ourselves, before someone fixes it for us).

A center planning a QUILS review would receive the Quality Indicators document, which lists the indicators and includes a list of materials that should be made available to the review team and suggested schedules for the site visit. The center has the opportunity to become familiar with the indicators by which the peer review team will evaluate their performance. As noted above, a center may also choose to use the indicators to conduct their own self-evaluation.

Centers have a responsibility to address the issues in their own communities. Federal reviewers often do not to look at this aspect. QUILS, however, weighs this aspect heavily. There are quality indicators that address how a CIL assesses the needs of the community, methods of responding to the local needs and how a center determines the impact of its activities in relation to the community needs.

For a peer review to be successful, the center, facilitator and peer review team must prepare in advance of the actual site visit by the team. The center prepares by choosing a team and a facilitator, making logistical arrangements (meeting space, accommodations, meals), gathering materials and obtaining release of information forms from consumers. The process for a peer review starts three to four months before the review.

The center controls who is on the peer review team. The team should include center staff, representatives from both management and direct services, persons with varying expertise and at least one or two members with experience in the process. The average number of people on a peer review team is five and the average peer review takes five days. Upon completion of the review, the CIL staff and board are provided with both verbal and written reports regarding the peer review findings.

The facilitator and team prepare by studying the Quality Indicators document and becoming familiar with the indicators and their definition of quality. The facilitator and team members will also review materials sent in advance by the center. These materials might include policies and procedures, mission statement, brochures and newsletters, board minutes, job descriptions and consumer demographics.

QUILS emphasizes the examination of the CIL's strategy and outcomes in the context of their own environment. During the site visit, peer review team members will interview consumers, staff and board members using interview questions suggested in the QUILS document and other questions developed by the team. They will review consumer records and other center documents. They will look at the center's goals and objectives and will assess how successful the center has been in accomplishing its goals in the view of these stakeholder groups.

At the end of the site visit, the peer review team will share their preliminary findings and recommendations with the executive director, staff, board, and any others that the center wishes to include. The facilitator sends a final written report to the center after the site visit has been completed.

The Wisconsin CILs do not have to provide the SILC with the full written report, but following a peer review, each CIL provides a presentation on the QUILS process at a SILC meeting. This presentation consists of the impact that the peer review had on the center, feedback on the process itself and a general summary of the overall experience. The SILC has no intention of using the information provided at the presentations in a negative manner toward the center, but rather as an informative tool on the process and as a means to keep abreast of the issues that the centers are facing in their communities.

The Success

The Wisconsin CILs have used QUILS to identify strengths and weaknesses and to make changes. CILs that have participated in QUILS have provided the following feedback:

  • "[QUILS] provided direction and support to board and staff."
  • "[The review] helped us identify weak areas of provision of the IL core services."
  • "[The process] helped us see the need to clarify roles and responsibilities of management, staff and board."
  • "[QUILS] highlighted different organizational weaknesses and/or outsider perceptions that were of great benefit in improving our advocacy services."
  • "The issues identified by the Peer Review became target points for our short and long range planning."
  • "The recommendations assisted staff to convince the board of a project direction or fiscal expenditure."
  • "We just completed our second Peer Review. The first one was an impetus to become free standing and was a part of our strategic plan. The most recent reaffirmed what we did and that we truly are free standing. The Board will use the peer review to determine how to fill some of the areas that need improvement. Many of these will require substantial fiscal allotments. Management and staff will use the peer review for quality improvement for service delivery."
  • "The QUILS process has been useful in giving our ILC needed external feedback in a time of transition to new management personnel. We also used the QUILS guidelines in creating new directors for the core services we deliver and helping us on updating our consumer satisfaction process. The process was thorough, confidential and respected by our staff and Board of Directors because it was conducted by our peers across the state."

Peer review team members put in a great deal of time and energy and receive a great deal in return. Many people have said being on a peer review team was their best experience in IL. Team members have expressed that their knowledge of new resources and methods of service delivery have been enhanced by being a peer reviewer. Peer reviewers have the opportunity to see and hear what other centers do well and how they do it, what they have tried in the past and their future plans. The centers in Wisconsin are very eager to share their resources and information and we try not to reinvent the wheel. We are our own peer mentors and we are only as strong as our weakest center.

Funding/Cost of QUILS

The cost of a peer review in Wisconsin ranges between $3,000 - $6,000, depending on the size of the CIL and the travel distance and accommodations of the peer review team. As mentioned previously, the SILC provided funding for two peer reviews in the state for the first three years and thereafter, for one peer review per year. Since many of SILC's objectives in the State Plan were related to improving IL services and supporting the general operation of CILs, the QUILS process was strongly supported by the SILC.

WCILC holds the copyright on the QUILS tool, but states may replicate a process similar to the QUILS. "Reinventing the wheel" is usually not cost- and time-effective, but a state may want to put their own spin on a similar process after experiencing the QUILS. We suggest that QUILS be purchased by a state as opposed to one CIL, although either option is available. It is more effective if purchased by a state as the cost can be shared and you will have the statewide commitment for peer review team members.QUILS is unique and the facilitator needs to be specifically trained on the QUILS tool and process. Wisconsin currently has five trained available facilitators. The facilitator can provide a "train the trainer" approach on the entire QUILS process so that a state may be ready to go on their own after one facilitated peer review.

The cost for QUILS is $5,000 plus expenses per state. This includes the cost of the facilitator for one peer review and statewide use of the tool. If a state requests a facilitator for a second or additional peer review, the cost is $3,000 plus expenses per review. A suggestion is to have the QUILS peer review included in your State Plan for Independent Living and have the SILC contribute to this commitment. WCILC encourages anyone who is interested in QUILS to contact us and sign up to be part of a peer review team in Wisconsin.

Contact Information

Maureen Ryan
106 East Doty Street, Suite 3A
Madison, WI 53703
608-251-9151 v/tty
608-251-9152 - fax
mryan@gdinet.com

About the Author

Maureen Ryan is the executive director of the Wisconsin Coalition of Independent Living Centers. Prior to that, she was the director of independent living at a Wisconsin CIL for eight years. She was involved in the development of the QUILS and has been on six peer review teams, including the first peer review. She was the recipient of a peer review and is a trained QUILS facilitator.

 

 

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