Nick Sorg, CPHQ
Manager of Training and Education
Press Ganey Associates, Inc.
Interviewing Residents
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Agenda
Importance of conducting the survey.
Focus on positive verbal and non-verbal skills.
Create your own introductory statement.
Create your own thank you statement.
Troubleshoot Tough Responses.
© 2013 Press Ganey Associates, Inc.
Your Objectives
Persuade qualified residents to complete the survey
Read survey questions verbatim
Input data accurately and efficiently
Treat the resident with respect
Tone & Manner
Confident
Professional but not intimidating
Polite
Interested
Not monotone or automated
Smile in your voice
Empathetic when necessary but not to get the respondent to talk more. If someone tells you about a negative experience or diagnosis, say “The nursing home is doing this survey to help improve care for residents like you.”
Appreciative
So, why are we conducting the survey?
© 2013 Press Ganey Associates, Inc.
Why Conduct Satisfaction Surveys?
If people have a choice, they will decide based on past experience, word of mouth, reputation, etc.
Nursing Homes need a way to understand what they are doing right and what they can improve on.
State of Indiana will review this information and may base funding on the responses.
Remember, people will answer your questions if your request seems reasonable, and if you have a good reason for asking them.
© 2013 Press Ganey Associates, Inc.
Can Someone Read this Question Aloud?
© 2013 Press Ganey Associates, Inc.
Five Essential Components to the Introduction
Greeting? Hi! Hello!
Who are you? Your full name (first and last)
Resident? Verify you are speaking to the appropriate resident.
Why are you here? You are here on behalf of the Indiana Family and Social Services Administration's Division of Aging.
Reason? You are conducting an annual satisfaction survey of residents residing in Indiana Medicaid certified nursing facilities.
Two Basic Parts to an Introduction
First Introduction = general inquiry, just trying to identify the resident in a friendly manner
Second Introduction
As long as you have the essential components, introductions are…
Introductions may also include the following
Assurances this is not some sort of sales pitch. You just want to find out how things are going.
Estimates on length of the survey (if the resident asks).
Handling various other objections or concerns.
© 2012 Press Ganey Associates, Inc.
Four Strategies to Transform Passable to Powerful
1.State what you will do.
2.State with as much clarity as possible.
3.Confirm your knowledge/experience.
4.Customize your response to the resident.
Talking Points:
•There are four ways to transform Passable language to Powerful language. They are:
1.State what you will do.
2.Provide clarity when you can.
3.Use words to communicate your knowledge/experience.
4.Customize your response.
•Let’s explore each in more depth.
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© 2012 Press Ganey Associates, Inc.
Passable or Powerful?
I think…
I might…
I know…
Let me see.
I understand.
In my experience…
I’m writing this down.
You’re welcome.
It’s my pleasure.
Talking Points:
•Let’s get a sense of your perceptions of Passable vs. Powerful. We’ll go through these phrases one by one.
•I hope: Passable or Powerful?
Click to animate phrase.
•I might: Passable or Powerful?
Click to animate phrase.
•Let me see: Passable or Powerful?
Click to animate phrase.
•I know: Passable or Powerful?
Click to animate phrase.
•Does anyone know when it’s bad to start a sentence with “I know?”
•Answer: “I know how you feel.”
•Let me make sure I understand: Passable or Powerful?
Click to animate phrase.
•In my experience: Passable or Powerful?
Click to animate phrase.
•I will check on that: Passable or Powerful?
Click to animate phrase.
•You’re welcome: Passable or Powerful?
Click to animate phrase.
•It’s my pleasure: Passable or Powerful?
Click to animate phrase.
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Introduction: What is yours?
© 2013 Press Ganey Associates, Inc.
Closing: What is yours?
© 2013 Press Ganey Associates, Inc.
Besides getting a respondent to complete the survey, what is your number one goal when introducing yourself?
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What We MUST Avoid
The Body Language Spectrum
© 2012 Press Ganey Associates, Inc.
Body Language Demonstration
You must sound like a real person. Using the right words at the right time won’t mean anything if you sound like a robot. Each introduction should sound fresh EVERY time.
You must know the difference between a refusal and an objection. If a person refuses to do a survey we won’t twist his/her arm, but if they offer objections on why they might not be able to do the survey, we should be able to handle the objection and do what?
Putting the Respondent at Ease
Some Golden Rules
Don’t give time estimates up front (only if respondent asks).
If Respondent asks how long survey is, give honest estimates but include terms like “less than” or “no more than.” Ex: “This will take less than 25 minutes.”
Let the respondent know the survey is important.
Try not to end an introduction with a question like “Would you like to do a survey” or with dead air.
Putting the Respondent at Ease
Some Golden Rules
Always be proactive. Once you know you are speaking with the correct person transition from the introduction to the survey using reassuring statements.
Ex: “Would you happen to be Mary Smith?... Great! I’m here on behalf of the Indiana Family and Social Services Administration's Division of Aging. We are visiting all of the Nursing Home’s in the State to find out what is going well and what can be improved by asking some questions about your experience here. To start…”
© 2012 Press Ganey Associates, Inc.
Putting the Respondent at Ease
Some Golden Rules
Privacy and Confidentiality
Residents may wonder what is happening with their responses. The data is confidential. The information used by the nursing homes will not be tied directly to each resident’s name.
Resident comments added in the Comments box are not confidential.
When interviewing residents, be mindful of your surroundings.
Make sure you have a quiet space.
Do not shut the door to the room you are using.
Do not move the resident (ask a staff member).
Do not allow the resident to follow you out.
Do not give the resident anything to eat or drink.
© 2012 Press Ganey Associates, Inc.
Participate (Neutrally) in the Survey!
© 2012 Press Ganey Associates, Inc.
Give responses while listening to the respondent to let them know you are listening like:
–I am putting in your answer
–Yes
–I understand
–I’m getting this down
–I’ve noted that
Why do we do this:
–To let the respondent know we care
–That the respondent is important
–That we ARE listening
Active Listening
Active Listening
Listening Do’s
Do let the respondent explain, and express their frustration
Do stay focused
Do remain professional with sincere enthusiasm and empathy
Do avoid distraction around you
Listening Don’ts
Don’t cut respondent off
Don’t tune out the respondent
Don’t become emotional
Don’t become distracted with background activity that will prevent you from listening effectively
Active Listening
Listen for changes in respondent’s attitude as the survey goes on. You may need to encourage the respondent by saying things like:
–This is very helpful
–We’re almost done
We do this because it’s not enough to get a person to begin a survey, we want them to finish the survey as well!
Providing the Best Interview Experience
© 2013 Press Ganey Associates, Inc.
Professionalism – a confident, businesslike presentation and strong delivery are vital to encouraging respondents to participate in surveys as well as persuading respondents to complete surveys already begun
Friendliness – a friendly and positive approach puts the respondent at ease and relaxed enough to give thoughtful and honest answers
Courtesy – a courteous interviewer refuses to react negatively toward a respondent who is rude, argumentative or insincere
Neutrality – care must be taken not to inject bias into the survey; do not encourage or reward respondent answers
Listening Skills – effective listening skills will help the interviewer to address respondent objections, and properly answer questions
13 Attributes of an Excellent Interviewer
13 Attributes of an Excellent Interviewer (Cont.)
Voice Quality – the tone and quality of the interviewer’s voice in the first few seconds of the interview greatly affects the chances of gaining cooperation
Optimism – an interviewer should confidently assume the respondent is interested and willing to participate in the survey
Enthusiasm – the interviewer’s interest in the survey or lack of it will be immediately conveyed to the respondent; if the interviewer doesn’t seem interested in the survey, the respondent won’t either
Prepared – an interviewer should know the survey questions, instructions, and responses to common questions
Quick Thinking – anything can happen during an interview and an interviewer must be prepared to handle any situation quickly and effectively
13 Attributes of an Excellent Interviewer (Cont.)
Resilience – a good interviewer does not allow the previous interview to affect the next interview; a rude respondent should not affect your approach to the next interview.
Desire to Improve – a good interviewer can honestly assess past performances, admit errors, accept and incorporate feedback and learn from mistakes
Common Sense – beyond all the training, rehearsing, and skill-building, good old-fashioned common sense is as important as anything else. Use it.
I learned there are troubles of more than one kind. Some come from ahead, others come from behind. But I’ve bought a big bat. I’m all ready, you see. Now my troubles are going to have trouble with me!
-Dr. Seuss
© 2012 Press Ganey Associates, Inc.
Objection Handling
An objection is when a respondent hesitates or signals reluctance.
Try to use a softening statement to show the resident you heard them, and understand how they feel.
I do understand what you are saying.
I’m sorry to hear that.
Themes of Reluctance
Time
How long will this take?
I need time to think it over…
But I did this last year.
Burden
How long is this going to take?
I’m too old.
Why are you bothering me?
Privacy or General Suspicion
I don’t want to give my health information out.
Themes of Reluctance Continued
Gatekeeper
I don’t think he would be interested.
Policy Against Surveys
I never talk about that.
I don’t do surveys.
Hostility
Quit bothering me!
“This is a bad time” – we should understand that sometimes we do visit at a bad time.
Possible rebuttal – “I understand you are busy. I can come back at a more convenient time and when we do I promise we can get through the survey quickly. When would be a good time for you later today (or tomorrow)?”
Concerns about interview length – this would be a good time to mention the survey is brief and that they can stop the survey at any time.
Possible rebuttal – “This is a brief survey that will take twenty minutes or less. I’ll tell you what, let’s go ahead and get started and at any time if you need to get going let me know and we can stop.”
Time Concerns
“But I did this last year” – this is when you explain how important the survey is, and how we want to see how residents are feeling year over year.
Possible rebuttal – “I’m glad to hear that you participated in the survey last year. One of the big goals of the survey is not only to find out how things are going here, but to also see how things are changing year over year. Just like last year, we are trying to talk with as many residents from around the state and in your residence as we can.”
© 2012 Press Ganey Associates, Inc.
Time Concerns
“I need more time to think about it” – this would be a good time to stress how important the survey is and how easy it is.
Possible rebuttal – “I understand your concern. This really is an important survey because it will help the State serve residents, like you, better, and it’s a very easy survey. How about I start the survey and if at any time you need to get going let me know and I will stop.”
Time Concerns
“I’m too old” – stress how important the survey is and that many residents have completed the survey.
Possible rebuttal – “I understand what you are saying, but this really is an important survey because it will help the nursing home serve residents better. I have chatted with others here, and I would love to hear what you have to say, too!”
Burden Concerns
“I just have too much going on, I don’t think I have time for this” – stress the importance of the survey and how brief it is.
Possible rebuttal – “I understand you have a lot going on. This really is an important survey because it will help the nursing home serve you better, and it’s brief. How about I start the survey and if at any time you need to get going let me know and I will stop.”
Burden Concerns
“How did you get my information” – give an honest answer.
Possible rebuttal – “The State of Indiana provided your information and asked us to contact you to find out how you feel about your nursing home care. I promise this is a very straightforward survey and that your answers will be completely confidential. How about I start the survey and if there are any questions you don’t like you can ask me to move on or I can stop completely.”
Privacy Issues and General Suspicion
“I don’t allow my husband to answer personal questions” – put the gatekeeper at ease just like you would the resident.
Possible rebuttal – “I understand how you feel, and I want to assure you that your husband doesn’t have to answer any questions that he feels are too personal. In fact, we could start the survey and if at any time your husband wants to stop the survey, we can.”
“My wife has a lot on her mind”
Possible rebuttal – “This really is an important survey and, even better, it won’t take long at all. What time can I stop back today so she can get through this quickly?”
Gatekeeper Issues
“I don’t like surveys” – most people don’t like surveys because they’ve been burned by a long survey. Emphasize that it won’t take too long.
Possible rebuttal – “I understand how you feel. This really is an important survey. Let me get started and if at any time you need to get going just let me know and I’ll stop.”
“We don’t do surveys” – there is nothing you can do at this point. This is a refusal. Politely thank them for their time.
Policy Against Surveys
It really doesn’t matter what the respondent says. If he or she is hostile you should end the interview as quickly and politely as possible and do not return.
Ex: “I apologize, sir, for intruding and I will make sure we don’t request your participation again.”
Hostility
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