Magnet Project Management Series (Part 3): Managing Teams, Timelines, and Avoiding Bottlenecks

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The Magnet journey is about more than just checking boxes—it’s a transformative process that requires strong teamwork, structured timelines, and the ability to adapt to challenges. Without these foundational elements, even the best-intentioned plans can falter, leading to delays and missed opportunities.

But here’s the good news: by approaching the journey with intention, clarity, and collaboration, you can set yourself and your team up for success.

Key Takeaways

  1. Build a cross-functional team to reflect organizational diversity and expertise.

  2. Set clear timelines and milestones to ensure measurable progress.

  3. Avoid bottlenecks by planning for capacity, staying flexible, and keeping the end goal in mind.


1. Building a Cross-Functional Team 🤝

Magnet is a team effort—and the most successful teams represent the diversity of the organization. A strong team ensures that every aspect of the Magnet journey, from strategy to execution, is covered.

Approach with Structure, Process, and Outcomes

A successful team begins with a foundational approach:

  • Structure: Ensure the team is well-organized, with clear roles and responsibilities for every member.

  • Process: Focus on collaboration and providing tools that empower every team member to contribute effectively.

  • Outcomes: Align all efforts with Magnet’s ultimate goal of nursing excellence and patient outcomes.

Structure Your Team

When building your team, think strategically about the work that needs support. Here are a few ideas for structuring your team:

  • Magnet Steering Committee:

    • High-level decision-making body to oversee strategy, alignment, and progress tracking.

    • Members: Nursing leaders, Magnet champions, and department heads (e.g., Quality, HR, etc).

  • Writing Teams:

    • Focused on SOEs and exemplar development.

    • Ensures consistency in tone, alignment with Magnet standards, and timely completion.

  • Data Teams:

    • Handles gathering, validating, and analyzing outcome metrics.

    • Members: Quality analysts, nursing informatics specialists, and data experts.

  • Shared Governance Councils:

    • Engages frontline nurses, embedding Magnet principles into daily practice.

    • Serves as a source of stories and examples that highlight nursing excellence.

  • Department-Specific Champions:

    • Representatives from HR, IT, Patient Experience, and specialty units bring expertise and align departmental contributions with Magnet goals.

When building your team structure, think about who will best support the different aspects of the Magnet journey. The goal is to distribute responsibilities effectively, ensuring the right people are tackling the right tasks. This makes the process more efficient and sets you up for long-term success. Also, think about the diversity of voices, so you can create a well-rounded team that strengthens the process and uncovers blind spots.

Regardless of structure, the key is clarity. Define the team’s purpose and how it will function:

  • Will this group meet regularly to review progress and tackle challenges?

  • Will it serve as a decision-making body or focus on execution?

💡 Tip: In Chapter 2 of the MPD Handbook, there’s a detailed section on identifying key stakeholders across the organization and building bridges across departments—it’s a fantastic resource to help guide this step.

Provide Tools and Resources for Success

Equip your team with the resources they need to thrive, like:

  • Training and Workshops: Offer training sessions to ensure team members understand Magnet components and how to document outcomes effectively.

  • Templates and Checklists: Provide pre-designed templates for SOEs, exemplars, and meeting agendas to standardize processes.

Clarify Roles with a RACI Matrix

Avoid confusion and overlap by defining responsibilities using the RACI Matrix:

  • Responsible: Who is doing the work.

  • Accountable: Who ensures the work gets done.

  • Consulted: Who provides input or expertise.

  • Informed: Who needs updates on progress.

💡 Tip: Here’s how this fits into your tracker: Add a column to your centralized project tracker to map out RACI roles for every task or project. For example, if you’re writing an SOE, you might assign:

  • Responsible: Writer

  • Accountable: Team lead

  • Consulted: Data analyst

  • Informed: Leadership team

By integrating RACI into your tracker, you ensure accountability and avoid tasks falling through the cracks.

Mobilizing and Engaging Your Team

Once your team is in place, focus on building engagement and collaboration:

  • Set Clear Expectations: Use your tracker to show timelines, milestones, and assigned tasks.

  • Foster Open Communication: Create regular check-ins to review progress and address roadblocks.

  • Celebrate Wins: Acknowledge individual and team contributions to build momentum and morale.

💡 Tip: Chapter 3 of the MPD Handbook has excellent strategies for keeping teams motivated and focused throughout the Magnet journey


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2. Setting Clear Timelines and Milestones 🚀

Magnet is a marathon, not a sprint. Without a structured roadmap, it’s easy to lose momentum. Here are some ideas to get you started:

Organize the Work into Phases

Leverage the 7-Stage Magnet Designation Framework to break the work into manageable steps:

  1. Gap Analysis Phase:

    • Milestone Examples: Gather baseline data, analyze gaps, and finalize priorities.

  2. Story Writing and Data Collection Phase:

    • Milestone Examples: Complete 10 exemplars by a specific date, finalize data collection, and conduct initial reviews.

  3. Document Submission Phase:

    • Milestone Examples: Ensure all documents are finalized, formatted, and submitted ahead of deadlines.

  4. Site Visit Preparation Phase:

    • Milestone Examples: Conduct mock surveys, prepare leadership for Q&A, and engage frontline nurses.

Visualize Your Timeline

Tools like Gantt charts or project dashboards make it easier to:

  • Identify tasks that are on track, at risk, or behind schedule.

  • Map dependencies to ensure tasks flow in the right sequence.

  • Create visibility for the team, ensuring alignment and accountability.

💡 Tip: Your tracker is dynamic—regularly revisit and adjust it as challenges or opportunities arise. This flexibility keeps you agile without losing sight of the goal.


3. Tips to Avoid Bottlenecks ⚠️

Bottlenecks can derail progress, but most are preventable with proactive planning. Here’s how:

💡 Tip 1: Plan for Bandwidth

  • Assess Workloads: Understand your team’s capacity alongside their regular responsibilities.

  • Delegate Strategically: Assign tasks based on individual strengths and expertise.

  • Build Buffers: Allow extra time for unexpected delays (e.g., sick days, system outages).

💡 Tip 2: Stay Flexible

  • Create Contingency Plans: Anticipate challenges and prepare backup solutions.

  • Reassess Priorities Regularly: Review timelines and goals as things shift.

  • Adapt Without Losing Direction: Flexibility doesn’t mean chaos; it means building a plan that bends without breaking.

💡 Tip 3: Keep the End Goal in Mind

  • Evaluate Challenges: When roadblocks arise, ask, “Does addressing this move us closer to Magnet designation?”

  • Stay Mission-Focused: Keep nursing excellence and patient outcomes at the forefront. Regularly remind your team of the bigger picture to keep morale high and efforts aligned.

Final Thoughts

A successful Magnet journey is built on a foundation of collaboration, structure, and adaptability. It begins with assembling a strong, diverse team that is equipped with the tools and resources to excel. It progresses with clearly defined timelines and milestones that make the work measurable and manageable. And it thrives through proactive planning that avoids bottlenecks and maintains momentum.

This journey isn’t just about achieving recognition—it’s about transforming nursing practice and improving patient outcomes. By approaching the process with intention and purpose, you’ll inspire excellence and create a lasting impact across your organization.

🌟 Remember, on the journey to excellence—YOU make the difference! 💪

 
 
 

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Katie Stephens, DNP, RN, NEA-BC, WCS Caritas Coach®

Katie is a nurse leader, author and coach with nearly 20 years of experience in nursing and executive leadership. She is the former Director of Nursing Excellence and Magnet® Programs at Stanford Health Care where she was a key member for three Magnet designations, spanning over 10 years.

Katie served as President of the Association of California Nurse Leaders (ACNL) – South Bay Chapter in 2019-2020, and was Co-Chair of the ACNL state-wide Membership Committee for three years.

Katie holds a bachelor’s in mathematics from William Jewell College and a bachelor’s in nursing from the University of Missouri. Katie received her master’s and doctorate degrees in nursing from the University of San Francisco.

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Magnet Project Management Series (Part 2): Structuring and Prioritizing Your Work