What are appropriate agenda items for a surgical steering meeting?

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Last updated: December 3, 2025View editorial policy

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Surgical Steering Meeting Agenda Items

A surgical steering meeting should focus on multidisciplinary review of surgical outcomes, quality improvement initiatives, and system-level performance metrics to reduce morbidity and mortality. 1

Core Agenda Components

1. Multidisciplinary Case Review and Mortality/Morbidity Discussion

  • Review all surgical complications and deaths from the preceding period, including both patients who underwent surgery and the "NoLap" population (patients eligible for surgery who did not undergo operation). 1
  • Discuss technical aspects, surgical decision-making, multidisciplinary discussions, and communication with families. 1
  • Include structured thematic analysis with standard nomenclature to identify patterns and opportunities for improvement. 1
  • Review cases where operations were deemed non-beneficial in retrospect to understand decision-making processes and improve future patient selection. 1

2. Quality Improvement and Safety Metrics

  • Present compliance data for evidence-based protocols such as WHO Surgical Safety Checklist completion rates, surgical site infection rates, and adherence to Enhanced Recovery After Surgery (ERAS) pathways. 1, 2, 3
  • Compare performance against evidence-based standards and benchmarks from other centers. 1
  • Review failure-to-rescue events and near-miss incidents using physiological track-and-trigger system data. 1
  • Analyze readmission rates, length of stay, and postoperative complications per 100 patients. 2

3. High-Risk Patient Management and Shared Decision-Making

  • Discuss cases where multidisciplinary consultation occurred for high-risk patients (defined by validated risk scoring systems including frailty evaluation) before surgery. 1
  • Review documentation quality of Goals of Care discussions, including benefits/risks of surgery versus alternatives. 1, 4
  • Identify patients who refused recommended surgery and review how these cases were managed, ensuring proper documentation and support were provided. 4
  • Discuss involvement of geriatricians or palliative care specialists for appropriate patients. 1

4. System-Level Performance and Resource Allocation

  • Review availability and utilization of critical resources including intensive care beds, operating room time, and specialized equipment. 1
  • Analyze staffing patterns and identify periods of understaffing that contributed to adverse events or delays in care. 3
  • Discuss barriers to implementing evidence-based practices identified through Pareto analysis (e.g., malfunctioning equipment, lack of supplies). 3

5. Quality Improvement Project Updates

  • Present progress on ongoing QI initiatives using structured frameworks with specific, measurable, attainable, relevant, and timebound (SMART) goals. 5, 6
  • Focus on high-impact components that address: promoting appropriate care, reducing inappropriate or harmful care, reducing regional variations in delivery of care, improving access to care, and educating clinicians and patients. 1
  • Review implementation barriers and strategies to overcome them, ensuring projects are sensitive to time, capacity, and local context. 6

6. Protocol Development and Standardization

  • Discuss development or revision of local protocols for common surgical conditions, perioperative management pathways, and emergency response procedures. 1
  • Review evidence gaps where clinical consensus statements may be needed to reduce practice variability. 1
  • Establish or update criteria for high-risk patient identification and triggers for multidisciplinary consultation. 1

7. Educational and Training Needs

  • Identify training gaps in palliative care conversations, end-of-life management, and shared decision-making skills among surgical staff. 1
  • Discuss opportunities for staff education on new protocols, evidence-based practices, or quality improvement methodology. 6
  • Review resident and trainee involvement in complex decision-making and provide emotional support for trainees dealing with difficult cases. 1

8. Patient and Family Experience

  • Review patient satisfaction data and family feedback, particularly regarding communication during serious illness conversations. 1, 7
  • Discuss cases where communication breakdowns occurred and strategies to prevent similar issues. 7
  • Identify opportunities to improve patient-centered care and shared decision-making processes. 1, 4

Meeting Structure and Logistics

  • Convene regularly (weekly or biweekly depending on caseload) to keep meetings focused and maintain physician engagement, with each case discussed in 5-10 minutes. 1
  • Ensure consistent attendance from senior surgeons, anesthesiologists, nursing leadership, and other relevant specialists (geriatricians, intensivists, infection control). 1
  • Pre-distribute materials one week before the meeting in a single consolidated document including agenda, case summaries, and performance metrics. 1
  • Designate a program coordinator to facilitate data collection, promote pathway adherence, and provide continuity. 1

Common Pitfalls to Avoid

  • Avoid lengthy meetings with too many cases, which reduces active participation and engagement. 1
  • Do not focus solely on patients who underwent surgery; include the "NoLap" population to understand the full spectrum of surgical decision-making. 1
  • Ensure discussions address not just technical aspects but also communication, decision-making processes, and opportunities to improve patient and family experience. 1
  • Do not implement broad quality improvement initiatives simultaneously; focus on a small number of high-impact components initially for better success. 1, 6
  • Avoid having discussions without clear documentation of decisions, action items, and assigned responsibilities. 4

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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