ISQua Specialist Certificate
Fundamentals of External Evaluation Surveying
About the course
This course provides a critical insight into numerous assessment methodologies, approaches and techniques that constitute the various stages of the surveying process.
Who is it for
This is an essential starting point for individuals seeking to launch their career as a surveyor, existing surveyors who wish to develop and broaden their knowledge from an international perspective, and "in-house" experts or project managers who are responsible for assisting their organisation through the accreditation process.
Please be advised that completion of this course does not qualify an individual to work as an ISQua surveyor nor does it qualify an individual to work as a surveyor with an external evaluation organisation. Individuals interested in becoming a surveyor should contact an external evaluation organisation directly to learn about the requirements to become a surveyor with their programme.
2019 Conference Tracks
|Introduction to Surveying||This session will provide a brief introduction to surveying.||Wendy Nicklin, ISQua President, former President and CEO, Accreditation Canada|
|Accreditation: A Powerful Knowledge Translation and Quality Improvement Lever||This session provides an overview of external evaluation with an emphasis on the role of accreditation and its contribution to quality improvement and knowledge translation.||Wendy Nicklin, ISQua President, former President and CEO, Accreditation Canada|
|Principles of Auditing||This webinar proposes, through a digest of international guidelines for auditing management systems (ISO 19011), to share information related to definitions and principles of auditing. It proposes to focus deeply on auditor competences and give an overview of audit methods. This presentation aims to appropriate the conceptual framework of audit.||Bruno Lucet, Senior Advisor, Director of Quality & Patient Safety Improvement Department and Director of International Affairs, Haute Autorité de Santé (HAS)|
|Fundamentals of Surveying||This session covers the fundamentals of surveying from an operational perspective of a national accreditation provider. It outlines the role of the surveyor / assessor throughout the accreditation process.||Stephen Clark, CEO, Australian General Practice Accreditation Ltd (AGPAL)|
|Assessment Methodologies||The AGPAL Group of companies accredits healthcare organisations throughout Australia with their main market share being in general practice. During this webinar, Stephen Clark, Group CEO, shares AGPAL’s accreditation process, giving the audience the opportunity to learn the methodologies employed by an established accreditor.||Stephen Clark, CEO, Australian General Practice Accreditation Ltd (AGPAL)|
|Using the Tracer Methodology in Health Care Quality Evaluation||The evaluation of quality in health care organizations is central to licensure, accreditation, professional certifications, and many other purposes. The strength of any evaluation methodology is how close the observations can get to key safety processes, what takes place at the bedside, and how hospital staff carry out their responsibilities. One evaluation methodology gets the closest to this objective – tracers – of both patients and systems. This webinar session will cover the key strengths of the tracer methodology, how it is structured and reported. Tracers are also an ongoing tool that organizations can use to periodically check on how they are doing.||Paul Van Ostenberg, Senior Advisor Global Growth and Innovation, JCI|
|Surveyor Basic Competencies and Performance Expectations||Surveyors are the face of the external evaluator and as such, play a very important role in the external evaluation process. This webinar focuses on the competencies required to be an effective surveyor and how surveyors are expected to perform in the healthcare industry.||Elaine O’Connor, Head of Accreditation Programme and Strategic Partnerships, ISQua|
|The Basic Principles of Developing Standards||Research has shown that the application of standards in health care organisations contributes to improving quality and patient safety. This webinar is an introduction to the foundational contribution of standards in external evaluation and outlines the development framework and methodology to ensure integrity and relevance.||Wendy Nicklin, ISQua President, former President and CEO, Accreditation Canada|
|Designing and writing standards for maximum impact on quality and patient safety||There are many definitions of standards however this webinar will examine a standard as being a “statement of expectation” and will highlight why having a defined purpose, scope and context is vital to developing effective standards.||Paul Van Ostenberg, Senior Advisor Global Growth and Innovation, JCI|
|Different types of assessment||Assessment can have different purposes, uses and formats. The emphasis of the session will be to bring out the difference between conformity assessment and assessment of competency, the use and merits of each of the two, and the relation between standards/survey methodology and the intended type of assessment. But in the session, we will also discuss self-assessment vs. external assessment, technical assessment vs. assessment for compliance, and assessment to inform internal quality improvement vs assessment to inform commissioning parties and service users.||Carsten Engel, Deputy CEO, The Danish Institute for Quality and Accreditation in Healthcare (IKAS)|
|Risk Assessment/Rating Scales. Guidelines and Standards for External Evaluation Organisations||This webinar is about learning ISQua accreditation standards for an external evaluation organisation. It examines how these standards and criteria are evaluated and rated as well as looking at the core criteria. It also explains how risk assessment is carried out.||Bhupendra Rana, Founding CEO of Quality and Accreditation Institute (QAI) and former Director of NABH, Quality Council of India|
|Accreditation survey reliability: Techniques to achieving a credible survey outcome||This webinar is an abstract from the presenter's PhD which examines the role of medical clinician (MC) surveyors working in the hospital-based accreditation survey program. It considers the motivations for MCs becoming surveyors, the issues and influences that impact them during the survey process, the methods, and the effectiveness of the methods in dealing with these influences.||Lena Low, Executive Director Corporate and Surveyor, Workforce of the Australian Council on Healthcare Standards (ACHS)|
|Key challenges associated with external surveying: assessing evidence, discussing variances, managing emotions and resolving differences||This session will consider some of the key challenges associated with external surveying. Specifically, issues of assessing evidence, discussing variances, managing emotions, and resolving differences. The practical, intellectual and emotional integration of assessment requirements will be reflected upon, from both healthcare organisational staff and external surveyors’ perspectives.||David Greenfield
Director of the Australian Institute of Health Service Management (AIHSM), University of Tasmania, Australia
|Guidance in Designing Healthcare External Evaluation Programmes||Case Study 1: IKAS – Danish Institute for Quality & Accreditation in Healthcare||
|Guidance in Designing Healthcare External Evaluation Programmes||Case Study 2: Healthcare Accreditation Council (HCAC)||
|Guidance in Designing Healthcare External Evaluation Programmes||Case study 3: Practice Incentive Programme (PIP)||
|Cultural Sensitivity Challenges||The session will cover cultural sensitivities around dress, behaviour, speech and body language.||Jacqui Stewart, Chief Executive Officer of the Council for Health Service Accreditation of Southern Africa (COHSASA)|
|Survey Report Writing: An introduction||Report writing is a fundamental activity in health care, particularly report writing which results from the various forms of evaluation which occur in this setting. This webinar introduces report writing. The fundamentals of report writing will be introduced and samples of frequently used forms of reports in health care will be described.||Elma Heidemann, International Accreditation Consultant, former Executive Director, Canadian Council of Health Services Accreditation (CCHSA)|
|Assignment: Mini-audit|| Standard: Falls Prevention
People are assessed for risks of falling and every effort is made to prevent falls and reduce avoidable harm and disability.
The health service will need to consider the following criteria for meeting the standard:
• Falls prevention strategies are implemented based on national standards and evidence-based guidelines.
• People are assessed for risks to their own safety and the safety of others. A plan for managing risk is agreed between the person being cared for and those caring for them.
• Staff receive appropriate information, training and supervision to ensure that people and their carers are safe.
• People are encouraged to develop or maintain the level of independence they wish, striking a responsible balance between risk and safety.
• People are always able to summon help easily, using a telephone, bell or other convenient means. If unable to do so their needs will be checked regularly.
1. How would you as a surveyor assess if a service is meeting this standard?
2. What would you do while on-site in the organisation to assess if this standard is being met?
3. What documentation or information would you look for?
|Elaine O’Connor, Head of Accreditation Programme and Strategic Partnerships, ISQua|
Achieving Accreditation: Categories of award and the requirements and follow-up process associated with each
|This session will identify the risk mitigation strategy of AABB accreditation and participants will know the steps that are involved in the post assessment/survey process and recognize the multiple ways the post assessment/survey process may be used by organizations for process improvement.||Anne Chenoweth, Senior Director, Accreditation and Quality Department, AABB (formerly known as the American Association of Blood Banks)|
|Preparing for the survey (Key things the organisation must do in anticipation of the survey)||This session will describe the steps that an organisation should take to prepare for the survey.||Lena Low, Executive Director Corporate and Surveyor, Workforce of the Australian Council on Healthcare Standards (ACHS)|
Enhance your knowledge by studying an area of your interest in depth
Benefit from the knowledge and experience of internationally recognised experts
Obtain information on your subject from a global perspective
Learn and apply best practice to your own work environment
Specialist Certificates fees
|New To ISQua?||Hours||Duration||Cost||Eligibility|
|40||12 months||€350||Applicants from High Income (HI) & Upper Middle Income (UMI) countries|
|40||12 months||€250||Active ISQua Members|
|Standard LMIC rate*||Hours||Duration||Cost||Eligibility|
|40||12 months||€175||Applicants from Low and Lower Middle Income Countries (LMIC)|
|ISQua Member (LMIC rate*)||Hours||Duration||Cost||Eligibility|
|40||12 months||€125||Active ISQua Members from low and lower-middle-income countries|
* ISQua offers 50% discount to participants who were born in and currently work in low income and lower middle income countries as ranked by the World Bank. Applicants must upload the first page of their passport and letter from their employer to verify they qualify for this discount.