making the case for pandemic flu preparedness: lessons learned jennifer lachance, mse funded by nsf...

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Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 “How Institutions Think About the Unthinkable: Organizational Learning and Communication About Catastrophic Events”

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Page 1: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Making the Case for Pandemic Flu

Preparedness: Lessons Learned

Jennifer Lachance, MSE

Funded by NSF Grant #CMMI 0624296“How Institutions Think About the Unthinkable:

Organizational Learning and Communication About Catastrophic Events”

Page 2: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Agenda

Research backgroundBarriers & Mitigation StrategiesFlu plan componentsRelationship with Public Health Lessons Learned from H1N1Model PracticesApplications for other threats

Page 3: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Research Design

Timeline: Winter-Summer 2009H1N1 emerged in April 2009

ParticipantsCurrent Business Continuity

Managers/Consultants (n=9)Prior Business Continuity Managers (n=3)Emergency Preparedness/Business

Continuity consultant (n=2) Public Health/Public Sector (n=4)

Location: West and East coasts of US

Page 4: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Research Design (Cont’d.)Types of Organizations:

Size (Private Organizations)10,000-150,000 employees

LocationsLocal to Multinational

SectorsBanking/FinanceRetailHigher EducationProfessional ServicesTechnologyReal Estate

Page 5: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Agenda

Research backgroundBarriers & Mitigation StrategiesFlu plan componentsRelationship with Public Health Lessons Learned from H1N1Model PracticesApplications for other threats

Page 6: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

“By the summer of 2008, I hardly heard anybody ever

mention the word pandemic, and by the time the fall

occurred, people were saying to me, ‘Don’t talk to me ever about

a pandemic. You need to talk about other stuff.’”

- Business Continuity Consultant

Page 7: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Barriers & Mitigation Strategies

Barriers Pandemic is scary,

overwhelming Lack of executive

support Lack of dedicated

funding Need business continuity

planner (BCP) Employee privacy Limited sharing of plans

between organizations Lack of mandate

Mitigation Strategies Incorporate

preparedness in day-to-day life

Benchmark against peers

Refer to expert advice Start small with low- or

no-cost initiatives Engage in conferences,

professional groups to share information

Page 8: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Agenda

Research backgroundBarriers & Mitigation StrategiesFlu plan componentsRelationship with Public Health Lessons Learned from H1N1Model PracticesApplications for other threats

Page 9: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

“It’s evolving. It’s feels like it’s still a work in progress

as much as it’s a viable program we have in

place.”

- Private Sector Business Continuity Manager

Page 10: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Pandemic Plan Features

Incorporate in broader Business Continuity strategy

Predict levels of impact and associated actions

Consider both workforce and businessKeep plans simpleKeep plans localDon’t reinvent the wheelIterate

Page 11: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Pandemic Plan Components:

Organizational ActionsPandemic Task ForceBudgetEscalation triggersCritical skills and functionsSupply and distribution chainEducation and training

Page 12: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Pandemic Plan Components:

Employee PoliciesSick leaveCase management plan“Gray area” questionsWorkforce tracking

Return to work following isolation / quarantine

Employee self-screening and re-entry screening

Compensation and benefits

Page 13: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Pandemic Plan Components:

Communication PlanConsistent, positive messageDon’t justify preparedness on fearPre-script talking pointsBe sensitive to different

interpretations of messagesConsider what people are hearing

in the media

Page 14: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Pandemic Plan Components: Social

StructureTelecommuting

Important component for some industries/roles

“Last mile” of infrastructure Categorize critical offsite employees for

priority on networkEmployee travelExpatriate evacuationSocial distancingCustomers

Page 15: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Pandemic Plan Components: Physical

LocationTransportationWorkplace hygieneFood services

Page 16: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Pandemic Plan Components: Stockpile

Non-pharmaceuticalHand sanitizerMasksDisinfecting wipesJanitorial supplies

PharmaceuticalVaccineAntiviralsAntibiotics

Distribution

Page 17: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Agenda

Research backgroundBarriers & Mitigation StrategiesFlu plan componentsRelationship with Public Health Lessons Learned from H1N1Model PracticesApplications for other threats

Page 18: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

“From the private sector side, we need to reach to public health more often. But they can do the same

thing.” - Private Sector Business

Continuity Manager

Page 19: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Public Health/Business Partnerships

Pre-conceived notionsDifferent expectations of each

otherSustainable model Ideal public health department role

Business perspectivePublic health perspective

Page 20: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Public Health/Business Partnerships

Current model practicesBusiness representative in local

emergency operations centerBusiness involvement in pandemic

conferences, meetingsShare information & resources

Page 21: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Public Health/Business Partnerships

Future Model PracticesBusiness voice at table for impacted decisionsPartnerships through interest groups and

industry associationsTargeted sharing of capacitiesPublic health ensures safeguards for good

corporate citizensBusinesses help with marketing public health

messagesPrivate sector reaches out to public health

proactively

Page 22: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Public Health Perspective

Breadth of “private sector”Budgeting v grant cyclesInfectious diseases v all hazards

Page 23: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Agenda

Research backgroundBarriers & Mitigation StrategiesFlu plan componentsRelationship with Public Health Lessons Learned from H1N1Model PracticesApplications for other threats

Page 24: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

“In our industry, we keep saying ‘lessons learned,’ but I keep seeing them

learned every disaster, so I’m not really sure that

they’re learned but acknowledged and then

forgotten.”- Private Sector Business Continuity

manager

Page 25: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Lessons Learned: Pre-H1N1

Confirm executive supportConsider local environmentLimit fear-based messagingTerminology: “incidents”Rumor control, especially related

to public health actions

Page 26: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Lessons Learned from H1N1:

Organizational ActionsEducate senior management proactivelyExecutives engaged quicklyKeep plans flexibleReview metricsReview escalation procedures

WHO phases ≠ triggersSeverityLocal assessment

Consolidate information sources

Page 27: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Lessons Learned from H1N1:

Employee PoliciesEmployee educational curveCase management

Approach that can scale for large eventsPrivacy and HIPAADifferent case definitionsCase classification after public health stops

testingMonitoring sick leaveSick leave policiesSchool closingsDoctor’s notes for sick leave

Page 28: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Lessons Learned from H1N1

Communication PlanEmployees will have range of reactions

Social StructureVisiting affected areas

Stockpile durationTesting the Plan

Basic plans were effectivePlans are a work in progress

Improved public health guidance

Page 29: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Agenda

Research backgroundBarriers & Mitigation StrategiesFlu plan componentsRelationship with Public Health Lessons Learned from H1N1Model PracticesApplications for other threats

Page 30: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

“I don’t think you can do too much on this.”

- Private Sector Business Continuity Manager

Page 31: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Model Practices:Gaining Executive Support

Senior support at the top3-pronged approach (Private Sector

Business Continuity Manager):Establish credibility: “We tried to get the most

compelling arguments from the most credible sources.”

Benchmark against others: “We say, ‘Hey you know so and so is doing XYZ and people expect us to do the same.’”

Emphasize that this is the right thing to do: “You’ve got to do the right thing by your people.”

Page 32: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Model Practices

Engage steering committeeEngage employeesChoose strategies that fit your

cultureDiscuss short-term benefits of

policiesThink about the questions to askCreate response structure

Page 33: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Agenda

Research backgroundBarriers & Mitigation StrategiesFlu plan componentsRelationship with Public Health Lessons Learned from H1N1Model PracticesApplications for other threats

Page 34: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

“The idea was that it could be more all-

encompassing…”

- Private Sector Business Continuity Managers

“It’s not just flu pandemic. It’s any planning for any

kind of disaster like that.”

Page 35: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Applications to other threats and initiatives

Create an “infectious disease” planSeasonal fluOther specific diseases (e.g., TB, measles)Contagion mitigation in generalBe aware of unique aspects of different

diseasesEmployee health campaignOther emergency management actions

& functions

Page 36: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Acknowledgements

Interview participantsBusiness Recovery Managers AssociationColleagues at UC Berkeley

Center for Catastrophic Risk Management Doctoral Research Fellows

Karlene RobertsThomas RundallSarah RobertsMarty MartinsonDiego CastanedaCatherine Cella

Page 37: Making the Case for Pandemic Flu Preparedness: Lessons Learned Jennifer Lachance, MSE Funded by NSF Grant #CMMI 0624296 How Institutions Think About the

Questions