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Topics for Team Leads

Topics for Team Leads

Team Lead Sample Training Plan

Updated May 19, 2020

Background: This document contains a sample training plan including training topics that may be helpful for state and local public health jurisdictions to consider when designing their own training plan for COVID-19 case investigation and contract tracing supervisors or leads. Each heading represents the learning objective for that section. Suggested training modalities/formats are provided, as well as information about sample existing trainings and resources. This document may be updated as new resources become available.

For the purposes of this document, a case investigation and contact tracing supervisor or lead directly oversees the work of the case investigator and/or contact tracer and others who may work as part of a team. The supervision or leadership of these teams is combined into one position for the purposes of this sample training plan. This position coordinates between case investigators and contact tracers as an essential component of the quality oversight of the contact tracing program as part of the public health response.

Overall Training Goal: After completing all training below, learners should be able to be effective COVID-19 case investigation and contact tracing supervisors or team leads.

Target Audience: Public health professionals

Identify strategies to reduce spread of COVID-19

  • Background on COVID-19
    • General
    • Epidemiology and surveillance principles
    • Update on current emergency response
  • COVID-19 disease-specific information
    • Signs/symptoms
    • Incubation period and infectious period
    • Testing
    • Diagnosis and current management
    • Prevention and control (including self-isolation for patients and self-quarantine for contacts)
  • Ways to prevent spread of COVID-19
    • General precautions
    • Role of public health, case investigation, and contact tracing in reducing spread
    • Other ways to reduce spread

View Strategies to Reduce Spread chevron circle right solid icon

Identify the primary components of COVID-19 case investigation and contact tracing

  • Foundational principles of public health
    • General
  • Relevant terminology
    • Case definition
    • Public health jurisdiction’s case investigation and contact tracing terminology
    • Terms that may be used in other jurisdictions (e.g., other states, federal)
  • Introduction to case investigation and contact tracing
    • General
    • Define case investigation
    • Describe basic steps of case investigation
      • Case identification and prioritization
      • Use of public health data sources such as surveillance to collect information about the case
      • Investigate case
      • Notification of positive test results
      • Interview including contact elicitation
      • Isolation vs quarantine
      • Follow-up and next steps
    • Define contact tracing
    • Describe basic steps of contract tracing
      • Test and test results information
      • Overview of case investigation and elicitation
      • Trace
      • Quarantine or isolate
      • Follow-up
  • Describe skills and qualities necessary for case investigators and contact tracers
    • Active listening skills, including the use of open-ended questions
    • Motivational interviewing skills
    • Risk communication, problem solving, emotional intelligence skills
    • Cultural sensitivity
    • Adaptations for cases with communication impairments and non-English speakers

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List requirements for protecting health information

  • Overview of health information privacy/security
  • Health information privacy and confidentiality
  • Health information data security
  • Ethics of data collection during an outbreak

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Describe the qualities, skills, and styles of effective covid-19 case investigation and contract tracing leads

  • Qualities and skills of effective team leads
    • General
    • Understands the duties and protocols of case investigators and contact tracers
    • Explains past experiences in contact tracing/DIS CDC work
    • Demonstrates leadership in their supervision of staff:
      • Orients towards developing and improving case investigation and contact tracing staff on their team though CQI, feedback performance reviews and mentorship
      • Communicates successfully with all members of the team
      • Exhibits fairness and trustworthiness in interactions with staff
      • Focuses staff on the task at hand, intervening in the spread of COVID-19, through leading by example
      • Demonstrates resourcefulness and problem solving to accomplish necessary tasks
  • Management styles
    • Importance of management style and the effectiveness of the team
    • Your unique management style and how it can be used to ensure success of the team
  • Management of remote teams
    • General
    • Unique challenges of managing a team remotely
    • Importance of resiliency

View Qualities of Effective Leads chevron circle right solid icon

Identify time management practices for case investigation and contact tracing leads

  • Keys to time management
    • General
    • Understand factors that will influence and interrupt your day to day including daily tasks, meetings, staff, emails, and the crisis of the day
    • Set priorities, with patient care and interrupting disease transmission at the forefront
    • Utilize technology to its full potential
    • Delegate to staff in a systematic manner

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Describe a team lead’s role in training and development

  • Team Lead’s role in training and on the job learning
    • Assess training needs and conduct performance evaluations to guide training needs
    • Organize formal training opportunities initially and then supplemental training while on the job, as indicated by the performance evaluations
    • Adjust training to match participant skill-level
    • Facilitate learning opportunities through informal training on the job
    • Establish learning collaboratives
    • Establish an ad hoc or structured mentoring opportunities

Team Lead’s Role in Training and Development chevron circle right solid icon

Monitor performance of case investigators and contact tracers

  • Importance of auditing
    • Set clear expectations
    • Assess how case investigator and contact tracer does key activities by observation and performance measurement
    • Identify individual strengths and weaknesses to provide developmental opportunities
    • Implement CQI systems with regular measurement and feedback loops for local outputs
    • Develop an audit schedule based on experience and expertise
    • Reference historical materials
  • Indicators for individual supervision of Case Investigators
  • Indicators for individual supervision of Contact Tracers
  • Audit tools
    • Canned reports at the level of individual case investigators and contact tracers ensure that staff are meeting expectations
    • Patient interaction audits
    • Audit feedback form
  • Feedback and follow-up

Performance of Case Investigators and Contact Tracers chevron circle right solid icon

Printable Sample Team Leads Training Plan
Team Leads Training sample plan

View or print all learning objectives and courses for the team leads sample training plan.

View Team Leads Training Plan pdf icon[PDF - 794 KB]