1) General

9/17/13: Attend UEXCEL introductory course

9/26/13: Meet with Jennifer Zwink (Oncology/BMT Nurse Manager) and Barb Wenger
(Oncology/BMT Clinical Nurse Specialist) regarding credentialing and project ideas
11/20/13: Formally accept Jaclyn Schulte (Clinical Nurse Coordinator) as my mentor
1/6/14: Take electronic portfolio class
Begin to develop electronic portfolio by creating website
Schedule progress report meeting with Jaclyn Schulte
Take UEXCEL Healthstream Modules, parts 1 & 2
1/8/14: Meet with Jaclyn to discuss overall progress
1/15/14: Upgrade Weebly account to pro, submit expense report for reimbursement
1/17/14: Place intent to credential form in Jen Zs mailbox for signature
Resubmit request for Weebly reimbursement per request
1/28/14: Meet with Jaclyn S to update on progress
2/5/14: Submit Intent to Credential
Update portfolio to include: Intent to Credential
3/6/14: Work on electronic portfolio website
3/10/14: Phone call with Jaclyn to update on progress
3/18/14: Receive receipt confirmation of Intent to Credential
Meet with Jaclyn to discuss overall progress
Complete first version of introductory letter for portfolio and go over with Jaclyn.
3/22/14: Finalize letter to UEXCEL Board and upload to portfolio
4/3/14: Begin formatting timelines for inclusion in portfolio
4/10/14: Update timelines to current date
4/16/14: Meet with Jaclyn to update on progress
4/28/14: Work on electronic portfolio website
4/29/14: Continue work on electronic portfolio
5/10/14: Continue work on electronic portfolio
5/12/14: Continue work on electronic portfolio
6/6/14: Continue work on electronic portfolio


2) Exemplary Professional Practice: resume, certification, education, memberships,
Letters of recommendation, performance appraisal, clinical narrative
11/16/13: Ask Jaclyn Schulte (Clinical Nurse Coordinator) for recommendation letter and
borrow her binder as template
11/20/13: Formally accept Jaclyn as my mentor; will find new person for
recommendation letter
11/20/13: Join Pain Champions of Change Committee: first meeting today.
Meet with Lindsie Stephan (Quality Improvement Clinical Specialist RN) and train to
perform pain reassessment audits for Pain Committee
11/29/13: ask Laurie Prohaska (Clinical Nurse RN) for recommendation
12/1/13: Submit completed November pain audits for Pain Committee
12/18/13: Attend second Pain Committee meeting. Discuss my credentialing project to
improve HCAPS for pain (get minutes/agenda, attendance)
1/5/14: Submit completed December pain audits for Pain Committee
1/6/14: Begin work on clinical narrative
Revise resume
1/13/14: Finish revising resume and email to Jaclyn for review and feedback
1/15/14: Third Pain Committee meeting; presented information about my leveling project
as part of a unit by unit report of HCAPS improvement initiatives (get minutes/agenda!)
1/16/14: Submit completed January pain audits
1/19/14: Posted drug of the month (Demerol) flyers in all med rooms
2/5/14: Update portfolio to include: Scanned diplomas, scanned certification
Email Pain Committee Membership Standards to Amanda Swedhin (Medical/Surgical
PCU Educator)
2/11/14: Update portfolio to include memberships, additional certificates
2/19/14: February Pain Committee meeting
2/28/14: Asked by Jennifer Zwink (Oncology/BMT Nurse Manager) to be an
Ambassador for the upcoming Employee Survey
3/4/14: Attend WebEx regarding Survey Ambassadorship
Email February Pain Committee updates to unit RNs
3/6/14: Work on clinical narrative
3/10/14: Write 2 letters of recommendation for Lauren Travis (ACP) & Leslie Sanditen
(ACP)
3/12/14: Finish Leslies recommendation letter and email to her
3/14/14: Send email promoting Employee Engagement Survey (EES) to unit
3/18/14: Update resume per feedback
Complete first version of clinical narrative and go over with Jaclyn
Email clinical narrative to Barb Wenger (Oncology/BMT Clinical Nurse Specialist) and
Annsley Buffington (Clinical Nurse Educator) for review
3/19/14: March Pain Committee Meeting, asked to be co-chair by Max S
Complete and email Megan Blackmans (Clinical RN) recommendation
Send second email promoting EES to unit
3/20/14: Promote EES while working charge shift
3/21/14: Send third email promoting EES to unit
Promote EES while working charge shift
3/22/14: Update resume
3/24/14: Meet w/Amanda Swedhin (Medical/Surgical PCU Educator), Barb Krumbach
(Perianesthesia Clinical Nurse Educator), Janna Petrie (Critical Care Quality Specialist),
and Connie Chambers (Manager, Outcomes and Reporting) re: retargeting of Pain
Committees efforts to improve HCAPS for pain house-wide
3/25/14: Nominated for March 2014 Good Catch Award for SI submitted regarding
patients code status
4/1/14: Email recommendation letter to Lauren
4/11/14: Submit April Pain Audits to Janna P for Pain Committee
4/16/14: Email resume to Jen Z for review and feedback
Update and finalize resume based on feedback
Attend April Pain Committee meeting
Email Jaclyn about her literature review for alternative therapies
Email unit updates from the April Pain Committee Meeting
Develop scripting ideas for discussing pain with patients and email to Max and Barb K
4/30/14: Set up meeting with Jen Z regarding Pain Champions whiteboard initiative
5/1/14: Meet with Jen Z regarding whiteboards

3) Transformational Leadership: Unit Project, Policy & Procedure
a. Project
9/26/13: Meet with Jennifer Zwink (Oncology/BMT Nurse Manager) and Barb Wenger
(Oncology/BMT Clinical Nurse Specialist) regarding project ideas
10/27/13: email Regina Fink (Research Nurse Scientist) for COMIRB study data
regarding patients pain control
Begin gathering unit data reflecting patients pain control (from Unit Scorecards:
HCAPS)
Email Anita Benedikt (Program Support Assistant) for sample size for unit scorecard
data
Text Jaclyn Schulte (Clinical Nurse Coordinator; my credentialing mentor) for meeting to
discuss the pain project she rolled out on my unit in 2013
10/30/13: 20 min phone meeting with Regina Fink to discuss research/data (see notes)
11/6/13: Work on literature search
11/9/13: Work on literature search
11/19/13: Work on literature search
12/1/13: Begin reviewing literature collected in search
12/6/13: Track down copy of old pain education booklet on Documents on Demand;
Nancy McDonald (Patient Service Coordinator) to order copies for me
12/17/13: Continue reviewing literature
12/18/13: Attend second Pain Committee meeting. Discuss my credentialing project to
improve HCAPS for pain. (get minutes/agenda, attendance)
1/3/14: Develop two different preliminary education tools to instruct patients about pain
management
1/8/14: Meeting with Barb Wenger and Regina Fink to discuss projects & ask questions
1/9/14: Meet with Barb W regarding sources for pain management guidelines, found
national guidelines clearinghouse
1/12/14: Search for guidelines/evidence for pain education tool
1/13/14: Continue work on pain education tool, including references
Email tool to Barb Krumbach (Perianesthesia Clinical Nurse Educator) and Regina Fink
for initial feedback and to get on the Pain Committee agenda
Email Monique McCollum (Patient Education Coordinator) to get on Patient Education
Committee agenda
Begin work on slideshow to present patient education tool
1/15/14: Third Pain Committee meeting; presented information about my leveling project
as part of a unit by unit report of HCAPS improvement initiatives (get minutes/agenda,
attendance!)
Email Monique McCollum to update the pending Patient Information booklet with
updated pain education tool
1/19/14: Meet with Jen Z to discuss setbacks in the teaching tool, potential delays due to
April printing of Patient Information Booklet
Emailed Barb K and Regina F to see if we should just proceed with approval of the tool
and then put it in the Patient Information Booklet if they decide they want it
Retrieved graphics standards and PowerPoint templates from the HUB
1/22/14: Incorporated Regina Fs changes into pain teaching tool and added UCH logo
Emailed v2 of tool to Barb K and Regina F
1/23/14: Emailed v2 of tool to Pain Champions with a deadline of 2/2/14 for feedback
1/25/14: Emailed v2 to Barb W and Jaclyn S for their feedback
1/28/14: Meet with Jaclyn S to go over project status, get feedback on pain tool
2/4/14: Update pain education tool to include suggestions from Pain Committee
Send v3 of pain education tool to Barb W, Barb K, Regina F, Jaclyn S, and Jen Z for final
approval before sending to Patient Education Committee
Email Katie Bruce (Clinical RN) per her request regarding meeting at the next pain
meeting, her pain tool for surgery patients, and a pain menu
2/9/14: Email pain education tool to Acute Pain Service (Rob Montgomery
[Anesthesiology Clinical Nurse Specialist] and Clark Lyda [Lead Pharmacist]) per Barb
Ks request for feedback w/deadline of 2/12/14
2/11/14: Update pain education tool to v4 to include more feedback received
Send v4 back out for any final thoughts with deadline of 2/13/14
Email update to Jaclyn on pain tool
2/12/14: Email Barb K to get on the Pain Committees February Agenda to present
progress
Begin v5 of education tool to include last few changes
2/14/14: Finalize v5 and send out to Monique M to get on Patient Education Committees
March Agenda (cc Barb K for Pain Committees February Agenda)
2/19/14: Present new teaching tool at February Pain Committee meeting (copy of agenda
& attendance)
2/27/14: Email Monique M about potentially getting the teaching tool translated into
Spanish
3/18/14: Meet with Barb W & Regina to discuss project progress
3/19/14: Email Monique M for Pt Education Committees Feedback
3/20/14: Email Kari Waterman (Manager of Clinical Education and Professional
Development) to get on the Nurse Educator Council (NEC) agenda for rollout of the pain
tool
3/22/14: Email Kassidy Straub (Learning Coordinator) to get on the NEC agenda per
Karis email to me
3/24/14: Meet w/Amanda Swedhin (Medical/Surgical PCU Educator), Barb K, Janna P
(Critical Care Quality Specialist), and Connie Chambers (Manager, Outcomes and
Reporting) re: retargeting of Pain Committees efforts to improve HCAPS for pain house-
wide
email Monique M re: Pt Education Committees changes to Pain Education Tool
3/25/14: Send final approval to Monique M re: Pt Education Committees changes. Also
asked her again about budget for translation to Spanish
Forward finalized Pain Education Tool to Kassidy for Nurse Educator Council meeting
Finish initial version of Power Point to present Pain Education Tool to NEC
Email ppt to Barb W, Annsley Buffington (Clinical Nurse Educator), Kyle Hammond
(Clinical Nurse Educator), and Jaclyn S (cc: Jen Z) for suggestions
3/26/14: Email Annsley regarding starting a tip sheet for Pain Education Tool roll out
3/30/14: email Monique M about instructions to print the tool on bright orange paper in
DOD
Collect house wide HCAPS data for slideshow
Email Annsley and Kyle regarding PSC education and having copies of education tool
printed in preparation for 5/1/14 rollout
Develop tip sheet for Education tool and email to Annsley and Kyle for feedback
4/1/14: Email Jen Z, Mandy Johnson (Associate Nurse Manager), and Jamie Nordhagen
(Associate Nurse Manager) to get on agenda for PSC meeting on 4/16 to present tool,
having copies of tool printed for roll out
Finalize presentation for NEC on Thursday and email to Kassidy S
4/3/14: Present tool at Nurse Educator Council
4/10/14: Email tip sheet to Kassidy S for distribution to NEC members
Verify that tool has been uploaded to DOD and ask Cathy Kautzman (Patient Service
Coordinator) to place an order for 100 copies in preparation for rollout
4/15/14: Present new Pain Education tool to first group of Onc/BMT staff at
Chemotherapy/BMT Review course
4/16/14: Present finalized Pain Education tool to the Pain Committee in preparation for
rollout
4/17/14: Present tool at second chemo class
4/21/14: Present tool at third chemo class
4/25/14: Draft email to send out on 5/1/14 regarding tool rollout
Start updates to Service Excellence contract for yearly staff evaluations and email draft to
Amiee LaTouche.
5/11/14: Audit admission folders to see if pain tool is included. Add pain tool to 80+
folders.
5/12/14: Email Cathy K regarding pain sheet missing from admission folders


b. Policy & Procedure
9/26/13: Meet with Jennifer Zwink (Oncology/BMT Nurse Manager) and Barb Wenger
(Oncology/BMT Clinical Nurse Specialist) regarding policies needing updating
1/4/14: Begin working on policy revision, initial edits
1/27/14: Continue updates on policy, including references
1/28/14: Continue updates to policy
Meet with Jaclyn Schulte (Clinical Nurse Coordinator) to review policy changes
1/29/14: Email Barb W updated PCA policy and ask to set up meeting to discuss more
changes
2/4/14: Email Krystle Fulton (Medication Safety Clinical Nurse) to answer her question
regarding potential uses of subcutaneous infusions per PCA policy
2/9/14: Email policy to Alaris Team (Sylvia Park and Krystle Fulton [Medication Safety
Clinical Nurses]) for review
2/11/14: Email update to Jaclyn on PCA policy
2/20/14: Email Krystle & Sylvias PCA policy changes to Barb W for her review
2/27/14: Call Krystle to discuss her and Sylvias recommendations for the PCA Policy
updates
3/4/14: Update PCA policy with Alaris Team changes (version 2)
Email v2 of PCA policy to Palliative Care Team (Harri Brackett [Palliative Care Nurse
APN Lead] & Jeanie Youngwerth [Physician, Assistant Professor, Hospitalist]) and
Pharmacy (Jamie Poust [Oncology and Palliative Care Pharmacy Specialist])
3/19/14: update PCA policy with Jamie Ps changes (version 3)
Email Barb W for help determining if my assessment of LOE for PCA P&P references is
correct
3/26/14: Email reply to Pain Committee members re: policy of dual signoff for PCA
boluses
4/10/14: Email Rob Montgomery (Anesthesiology Clinical Nurse Specialist) and Barb
Krumbach (Perianesthesia Clinical Nurse Educator) for list of stakeholders for PCA
policy
Start screening form for PCA P&P
Discuss LOE for new policy references with Barb W
4/13/14: Email Sylvia P and Krystle F regarding Kaizen Committees approval of policy
revisions
4/16/14: Email Sylvia P to get on the Kaizen Committees May Agenda for approval of
policy revisions
Review all existing policy references per screening tool
Update PCA policy with new information about subcutaneous PCAs and LOE for
references (version 4)
Email to all Clinical Stakeholders for approval or changes, deadline to reply of 4/25/14
4/25/14: Start working on feedback/changes from PCA Policy Stakeholders
4/27/14: Continue working on feedback/changes from PCA Policy Stakeholders
4/28/14: Continue working on feedback/changes from PCA Policy Stakeholders, include
additional new reference
4/29/14: Complete changes to Version 5 of Policy and email to Policy Stakeholders,
deadline to reply of 5/5/14, cc: Barb Wenger per her request
Email Policy Stakeholders for consensus on whether pain scales need to be included in
this policy
5/12/14: Present updates to Kaizen Committee. Committee approved the Policy changes.
Email to Barb W regarding maximum allowable time for subcutaneous infusion sites
Email to Rob M regarding potential pediatric PCAs in the transplant population



c. Pain Committee Action Plan
12/8/13: Sent out email to all unit RNs educating on 1 hour pain reassessments (include
email & all responses)
12/17/13: Start action plan for one hour reassessment improvement
1/4/14: Finalize action plan for Pain Committee and email to Janna Petrie (Critical Care
Quality Specialist)
1/19/14: Email Jennifer Zwink (Oncology/BMT Nurse Manager) the action plan I created
1/21/14: Attend monthly unit staff meeting and reinforce 1H pain reassessments per
action plan (include copy of attendance list)
1/23/14: Attend second monthly unit staff meeting to reinforce 1H pain reassessments
2/4/14: Email Anita for copy of January staff meeting attendance list
3/4/14: Report to unit regarding improved December and January numbers for hourly
pain reassessment (loop closure)
3/20/14: Report February numbers to unit, still above benchmark
4/11/14: Submit April Pain Audits to Janna P for Pain Committee, still above benchmark

4) Structural Empowerment: Preceptor, teaching activities, CE record
12/8/13: Sent out email to all unit RNs educating on 1 hour pain reassessments (include
email & all responses)
12/18/13: Attend second Pain Committee meeting. Discuss my credentialing project to
improve HCAPS for pain. (get minutes/agenda, attendance)
1/4/14: Get emotional intelligence articles from Regina Fink for potential journal club
Email Kyle Hammond (Clinical Nurse Educator) about running a virtual journal club
1/15/14: Third Pain Committee meeting; presented information about my leveling project
as part of a unit by unit report of HCAPS improvement initiatives (get minutes/agenda!)
1/21/14: Attend monthly unit staff meeting and reinforce 1H pain reassessments per
action plan (include copy of attendance list)
1/23/14: Attend second monthly unit staff meeting to reinforce 1H pain reassessments
2/4/14: Email Anita for copy of January staff meeting attendance list
2/19/14: Present new teaching tool at February Pain Committee meeting (copy of agenda
& attendance)
Send out an email to the unit about PCA monitoring for RN education (following SI
report) copy of email
3/1/14: Start work on PCA tip sheet to continue unit education
3/6/14: First day precepting Brandy H
Email Mark W (tomorrows preceptor) to give him brief feedback for Brandy Hs
progress
3/28/14: Send out email to unit staff regarding Learning Opportunities: cases that present
a chance to learn something new or improve practice
3/30/14: Finalize tip sheet for PCA use/documentation
Email tip sheet to Annsley Buffington (Clinical Nurse Educator) & Kyle for feedback
4/1/14: Email finalized PCA tip sheet to staff on unit, Jamie Nordhagen (Associate Nurse
Manager) to upload to SharePoint
4/15/14: Present new Pain Education tool to first group of Onc/BMT staff at
Chemotherapy/BMT Review course
4/16/14: Present finalized Pain Education tool to the Pain Committee in preparation for
rollout
4/16/14: Send out second Learning Opportunities email to unit staff
4/17/14: Present tool at second chemo class
4/21/14: Present tool at third chemo class


5) New Knowledge, Innovations, & Improvements: FOCUS-PDCA, Outcomes