Measuring Briefing and Checklist Compliance in Surgery: A Tool for Quality Improvement

Fabian M. Johnston, Ana I. Tergas, Jennifer L. Bennett, Vicente Valero, Candice K. Morrissey, Amanda N. Fader, Deborah B. Hobson, Sallie J. Weaver, Michael A. Rosen, Elizabeth C. Wick

Research output: Contribution to journalArticlepeer-review


Operating room briefings improve patient outcomes; however, implementation and methods to measure are lacking. A briefing audit tool was developed with 4 domains: briefing logistics, briefing basics, specific briefing content, and briefing participation. The tool evaluated preoperative briefings across surgical services at an academic medical center. Sixty-three preoperative briefings were observed. Introduction by name and role occurred in 15% of cases. There was a wide variation in discussion of the critical goals of the surgical procedure among services D (100%), A (26%), B (19%), and C (0%). Participation in the briefing was variable among stakeholders and between services. Verbal contributions were variable across all roles ranging from 65% (surgeons) to 11% (trainees and surgical technologist). Preoperative briefing compliance is variable. Deficiencies varied between service lines, possibly highlighting the need for service-specific customization of the briefing tool in surgery. This tool is a practical method for the study of briefing implementation.

Original languageEnglish (US)
Pages (from-to)491-498
Number of pages8
JournalAmerican Journal of Medical Quality
Issue number6
StatePublished - Nov 8 2014


  • OR safety
  • audit
  • communication
  • preoperative briefing
  • teamwork

ASJC Scopus subject areas

  • Health Policy

Fingerprint Dive into the research topics of 'Measuring Briefing and Checklist Compliance in Surgery: A Tool for Quality Improvement'. Together they form a unique fingerprint.

Cite this