Leadership Certificate in Blood Banking and Transfusion Medicine

Specialized Leadership Training for Emerging Laboratory Leaders

In response to well-documented shortages of laboratory supervisors in the field, AABB developed the Leadership Certificate in Blood Banking and Transfusion Medicine. This unique program seeks to educate the next generation on the core concepts necessary to cultivate effective leaders in the blood and biotherapies field.

The certificate program is presented with 27 modules, which encompass seven domains. Additional exercises and resources are also included within the program:

  • Domain 1: Blood Banking and Transfusion Medicine Fundamentals
  • Domain 2: Quality
  • Domain 3: Regulatory Compliance
  • Domain 4: Operations Management
  • Domain 5: Administration
  • Domain 6: Information Technology (IT) Systems
  • Domain 7: Personnel Leadership and Management

AABB wishes to thank QuidelOrtho for its generous support of this important workforce initiative.

QuidelOrtho

Curriculum/Content Overview

Featuring self-paced, multi-media online leadership training, specifically in the context of blood banking and transfusion medicine:

  • The program was developed in accordance with ANSI/ASTM E2659-18, Standard Practice for Certificate Programs.
  • The curriculum was developed through an extensive needs analysis in the field and with the input of expert advisory panels.
  • The content and learning experience use the ADDIE (Analyze, Design, Develop, Implement and Evaluate) model of instructional design.

A complete syllabus including learning objectives is available for download and review.

  • Domain 1: Blood Banking and Transfusion Medicine Fundamentals
    This domain focuses on ensuring the safe and effective use of blood products in transfusion medicine. This includes identifying blood types and antibodies to prevent mismatches, selecting appropriate blood products for patients, and following regulations and standards for collection, storage and transfusion. This domain also covers patient and recipient communication, including explaining the blood donation and transfusion process and notifying donors, recipients and their families regarding abnormal findings in a manner accessible to non-professionals. This domain is broken into four modules:

    • Determining Appropriate Blood Products
    • Determining Donor Eligibility
    • Defining the Process: From Collection to Transfusion
    • Describing Appropriate Communication and Referrals
  • Domain 2: Quality
    This domain covers the leader’s role in ensuring quality and safety in a blood bank or transfusion medicine setting. You will explore conducting root cause analyses, implementing corrective actions, directing safety training and conducting internal assessments to improve quality systems. Additionally, Quality involves tracking and evaluating corrective actions, managing non-conforming products and ensuring compliance with relevant guidelines and regulations such as AABB, CLIA and FDA. This domain is broken into six modules:

    • Quality Management Plan
    • Conducting Assessments
    • Conducting Internal Audits
    • Conduct Root Cause Analysis
    • Describe Safety Training and Safety Data Sheets (SDS)
    • Identify Patient or Donor Complaints
  • Domain 3: Regulatory Compliance
    This domain involves ensuring compliance with regulatory requirements and standards in the blood banking and transfusion medicine environment. Topics include registering and updating FDA licenses, implementing process changes and reporting them to regulatory bodies and ensuring current practices align with regulations. The domain also covers identifying and implementing new regulatory requirements, ensuring staff competence, overseeing supplier audits and managing product usage in accordance with SOPs and manufacturer instructions, among other responsibilities. This domain is broken into three modules:

    • Managing Registration and Reporting
    • Staying Compliant
    • Managing Inspections and Assessments
  • Domain 4: Operations Management
    The Operations Management domain focuses on ensuring efficient blood inventory management, staff scheduling, assessing risk and preparing for disaster, and qualifying and maintaining equipment in blood banking or transfusion medicine settings. Tasks discussed include tracking inventory, adjusting blood product levels and scheduling staff to maintain efficient workflow. It also includes developing disaster plans, drafting policies, and ensuring training and competency. Additionally, this domain discusses applying standard manufacturing techniques to blood products and ensuring validations and testing are completed. This domain is broken into three modules:

    • Scheduling Staff and Managing Inventory
    • Maintaining Your Equipment
    • Managing Risks and Planning for Disaster
  • Domain 5: Administration
    The Administration domain discusses managing administrative functions in a blood banking and transfusion medicine facility. This includes managing vendor and customer relationships and contracts, ensuring expenses align with the operating budget, and recommending capital investments based on analysis and operational goals. Additionally, it involves completing billing and invoice procedures, identifying operational risks, and developing risk mitigation strategies. This domain also covers ensuring facility maintenance and safety standards are met. This domain is broken into three modules:

    • Managing Vendor Contracts
    • Managing Your Budget and Expenses
    • Laboratory Health and Safety
  • Domain 6: Information Technology (IT) Systems
    The Information Technology Systems domain covers how to manage Information technology systems and processes in a blood banking and transfusion medicine facility. This includes working with IT to establish and maintain a reporting system that meets regulatory requirements and supports operational evaluation. Additionally, it involves ensuring compliance with electronic record management and document control policies, identifying IT needs, and coordinating solutions. This domain also covers developing and testing downtime protocols for Laboratory Information Systems (LIS) or Blood Establishment Computer Systems (BECS). This domain is broken into three modules:

    • Determining IT Requirements
    • Developing Downtime Protocols
    • Other IT Considerations
  • Domain 7: Personnel Leadership and Management
    The Personnel Leadership and Management domain discusses building strong relationships, managing teams and developing personnel. This domain involves fostering relationships with stakeholders, managing teams to meet objectives, and evaluating team members for competency and career development. It also includes coordinating student rotations, mentoring new employees and conducting effective employment interviews. Additionally, this domain covers leading team meetings, ensuring staff education and certification, managing employee retention and labor rights and resolving conflicts, among other people leadership competencies. This domain is broken into five modules:

    • Building Constructive Working Relationships
    • Managing Employee Labor Rights
    • Hiring and Onboarding
    • Managing Performance
    • Developing Employees

Access & Pricing

This program is offered entirely online as independent, self-paced study through AABB’s Education Platform. This program is self-paced; however, learners must complete all domains, assessments, and a program evaluation within the year to receive the Certificate of Completion. If learners are unable to complete the program within the one-year period and still wish to complete the program, they must either re-purchase the program at full price if access has been removed or submit a retake form (includes a reduced fee of $79) which will provide an additional 12 months of access and two additional attempts on any failed domain assessment(s).

Purchase of individual domains/modules is not provided.

Fees

Individual Registration Pricing:

  • AABB Individual Member: $879 (Introductory Price: $779)
  • Individual Nonmember: $1,159 (Introductory Price: $1,059)
  • Special Introductory Pricing: A $100 discount is provided for learners who register for the program prior to May 30, 2024.

Institutional Registration Pricing:

  • Institutions will receive 15% off the list price when purchasing four (4) or more individual registrations at the same time (bulk registration). The list price for each individual learner will be determined by the institution’s AABB membership status. Introductory pricing is not applicable for bulk institutional orders as the price is already reduced.

Assessment Retake Fee:

  • $79 (member/nonmember)
    Contact the AABB eLearning team at eLearning@aabb.org to request the Retake Form. It is recommended to complete all domain assessments before requesting a retake.

How To Register

Individuals can register online via the AABB Store. If you do not have an account, you will be prompted to create one. Payment confirmation and access to the program will be provided immediately after registering.

Institutions that want to purchase registrations for learners must complete and return the Institutional Registration Form. Payment confirmation will be provided within 2-5 business days.

Activities for Successful Completion

Read and study all materials for each module and complete each activity as presented. Follow the modules in order as information builds upon preceding lessons. Since this is a self-paced program, learners may decide how much time is needed to review and study the materials. It is estimated that it will take approximately 25-35 hours to complete the program. A suggested strategy is to create a study plan or timeline for completing each domain. Follow that plan to ensure timely completion within the year that you will have access to the program.

Assessment and Grading to Obtain Certificate

For successful completion of the program resulting in conferral of the AABB Leadership Certificate in Blood Banking and Transfusion Medicine:

  1. Read and carefully study each slide in each module.
  2. Complete all the activities within each module.
  3. After each domain, you will be provided with an assessment. Answer all of the assessment questions; scoring 80% or higher. The assessment is a pass/fail exercise where learners will have two (2) opportunities to achieve 80% or higher. There is no grade provided for each assessment; rather an opportunity to reinforce your understanding of the content provided in the program.
    On each assessment:
    • Learners will receive questions (i.e., multiple choice, true-false questions) and asked to select the correct answer.
    • Learners will receive feedback as to whether an answer choice is correct or incorrect.
  4. Complete the Leadership Certificate in Blood Banking and Transfusion Medicine Program Post-Program Evaluation (Certificate of Completion issued).
  5. Claim continuing education (CE) credit type (CE certificate issued).

CE Credits

This program is eligible for 30 continuing education credits/contact hours for California Nurses, California Lab Personnel, Florida Lab Personnel and General Participation credit, which can be used toward ASCP maintenance of certification. The number and type of credits awarded for this program was determined by the estimated program completion time. This program is not eligible for continuing medical education (CME) credit. For more information on each credit type, please visit the AABB Continuing Education Credits webpage. A continuing education certificate of completion will be immediately provided to learners upon reviewing all seven domains and their applicable modules, successful completion of all domain assessments, completion of the program evaluation and claiming your continuing education credit type.

Program Faculty & Contributors

While there are numerous participants that have brought this program to fruition, key faculty include (titles and affiliations at the time of program development):

Content Authors

  • Steven M. Armstrong, DHA, MLS(AMT), SBB(ASCP), FACHE
    Senior Director, Reference Laboratories and Transfusion Services – NE Division
    Vitalant

    Karafa S.W. Badjie, MS, MLS (ASCP) SBB
    Transfusion Service Manager
    Mayo Clinic

    Suzanne H. Butch, MLS(ASCP)CM, SBBCM, DLMCM
    Pathology Administration
    Michigan Medicine

    Celia P. Clifford
    Senior Vice President
    Quality Safety, Regulatory Affairs I Service Delivery
    American Red Cross Biomedical Services Headquarters

    Edward Griffin, MBA, MS, CLS, MLS(ASCP)SBB, CQA(ASQ), PMP
    Director, Transfusion Medicine
    Department of Pathology and Laboratory Medicine
    Ronald Reagan UCLA Medical Center

    Daniela Hermelin, MD, CABP
    Chief Medical Officer
    ImpactLife
    Assistant Professor of Pathology
    Saint Louis University School of Medicine

    Mary A. Lieb, MT(ASCP)SBB, CQA(ASQ)
    Independent Technical and Quality Consultant

    Alicia Prichard, MBA, MT(ASCP)SBB
    Senior Vice President Biologics, Laboratories and Supply Chain
    OneBlood, Inc.

    Linda Rockwood, MS(CLM), MLS (ASCP)cm, CQA(ASQ)
    Director of Laboratory Services
    Anna Jaques Hospital

    Jean Stanley, MBA, MLS(ASCP)SBB, CMQ/OE(ASQ)CQA
    Global Medical Affairs Lead, Donor Screening
    Roche Diagnostic Solutions

    Ricardo Sumugod, MS, MLS(ASCP)SBB
    Director, Blood Bank and Esoteric Testing
    Systemwide Laboratory Administration
    Northwestern Memorial Healthcare

    Quynh Vantu, CSQE, CQA, CMDA, PMP, CPHIMS, CHTS-CP-IM, FACHE
    Director of Operations
    Department of Veterans Affairs

    Susan M. Wilson, MLS(ASCP)SBB
    Independent Consultant

Advisory Panel

  • Daniel Alvarado
    Lab Manager
    New York Presbyterian Hospital

    Steven M. Armstrong, DHA, MLS(AMT), SBB(ASCP), FACHE
    Senior Director, Reference Laboratories and Transfusion Services – NE Division
    Vitalant

    Terri Craddock, MBA, MLS(ASCP), HP
    Director
    Inova Blood Services

    Melissa Cushing, MD
    Director of Transfusion Medicine and Cellular Therapy
    Weill Cornell Medicine

    Vonya Drinnon, BS, MT(ASCP)
    Reference Lab Administrator, Lab Technical Manager
    Blood Assurance

    Marlene Feliciano
    Blood Bank Supervisor
    Holyoke Medical Center

    Edward Griffin, MBA, MS, CLS, MLS(ASCP)SBB, CQA(ASQ), PMP
    Director, Transfusion Medicine
    Department of Pathology and Laboratory Medicine
    Ronald Reagan UCLA Medical Center

    Brenda Grossman, MD, MPH
    Prof of Pathology and Immunology, Prof. of Hematology
    Washington University, St Loius

    Cindy Ingold, MT(ASCP)SBB, CQA(ASQ)
    Transfusion Medicine Manager
    Barnes Jewish

    Tina Ipe, MD
    Associate Professor and Medical Director
    UAMS Blood Bank & Transfusion Division

    Nick Lilly
    Compliance and Regulatory Affairs Manager
    Inova Blood Donor Services, VA

    Rami Nemeh
    Vice President, Chief Operating Officer
    Miller – Keystone Blood Center

    Susan Noone, MPH, CQA(ASQ)
    Regional Director
    Vitalant

    Adrian O'Neal
    Immunohematology Reference Laboratory Manager
    Miller-Keystone Blood Center

    Melissa Pearl, MBA
    Director, Hospital Services and Manufacturing
    Blood Bank of Alaska

    Melanie Sloan
    Senior Director, Accreditation and Quality
    Association for the Advancement of Blood and Biotherapies (AABB)

AABB Staff Contributors

  • Sharon Carayiannis, MT(ASCP)HP
    Vice President, Accreditation, Standards, & Quality

    Tracie Nichols, MS, MLS(ASCP)CM, SBB
    Director, Compliance and Domestic Outreach

    Karen Palmer, MT(ASCP), CQA(ASQ)
    Director, Regulatory Affairs

    Faiqa Sadique, MS, SBB, MT(ASCP), CQA(ASQ)
    Director, CT Programs and Global Outreach

    Melanie Sloan, MS, MT(ASCP) SBB, CQA(ASQ)
    Senior Director, Accreditation and Quality

    Matthew Swingholm, MS, MLS(ASCP)SBBCM
    Project Development Manager

A leading instructional design company, Canadian Management Centre (CMC), was engaged to create the interactive eLearning experience. CMS was also responsible for the development of the AABB and Canadian Blood Services Individual Donor Assessment modules.

A Message from the Program Sponsor

AABB wishes to thank QuidelOrtho for its contribution to the field including their generous support of workforce initiatives and this program.

Learn more about Dr. Philip Levine’s legacy and contributions to transfusion medicine.