Scale-Up Strategy

Strategy to Get Started and Scale Up Efforts:

The approach to implementation will differ across sites, depending on their organization and culture. Some sites have quality improvement teams that routinely deploy large scale changes across the system, and the decision aid implementation activities will be launched using existing protocols and channels. Others who are launching these efforts without formal quality improvement infrastructure may find it helpful to conduct a small pilot before a major launch. Either way, having a scale-up strategy in place and communicating that to all involved is critical to a successful launch.  Here are some pieces to consider:

  • Identify pilot clinicians and practices to test out the workflow and then use them as champions for the wider launch.
  • Conduct baseline needs assessment to understand resources and barriers.
  • Plan kickoff event to formally launch the project and raise awareness among all those who are participating.
  • Promote and host training for staff and clinicians in the decision aid content as well as decision aid delivery workflow, workflow changes, and resources to support staff.
  • Develop and launch communication strategies to raise awareness, build support, and increase interest.
  • Clearly identify a point person who will ensure any questions can be answered during the launch efforts in clinic.


Click here to download resources for communication plan. Contained within this document are the following two items:

  1. Baseline Needs Assessment (Surgeon Version): Questions that surgeons can reflect on regarding their thoughts on shared decision making conversations and consultations with patients considering treatment for hip and knee osteoarthritis, lumbar herniated disc and lumbar spinal stenosis.
  2. Communication Plan Template (Blank and sample one for engaging surgeons): The document contains a blank communication plan template that can be used to help promote use of decision aids and a sample completed template that was used to increase interest in decision aid use among surgeons.

Shared Decision Making Training with CME Credit: 3 hour interactive webinar to improve clinicians’ ability to engage patients in shared decision making. The webinar provides a brief overview of shared decision making, specific examples of how to engage patients in Shared Decision Making, and clinical vignettes of patient-physician interactions with commentary about the strengths and weaknesses of the cases.

Continue Learning About the Implementation Toolkit.

Learn more about Decision Aid Delivery.