Organisational Development Strategy REFERENCE NUMBER: IN-384 Organisational Development Strategy AREA: Corporate NAME OF RESPONSIBLE COMMITTEE / INDIVIDUAL Nicola Plumb NAME OF ORIGINATOR / AUTHOR DATE ISSUED Nicola Plumb REVIEW DATE October 2014 DUE FOR REVIEW: August 2015 16th October 2014 Date Ratified RATIFIED BY Trust Board 13th August 2014 TARGET AUDIENCE / All staff DISSEMINATED TO VERSION CONTROL ADDED to INTRANET IN-384 Version 1 Mark Dobbs Version 1 Date Added: 23/10/14 October 2014 1 Organisational Development Strategy Organisational Development Strategy 2014-2017 IN-384 Version 1 October 2014 2 Organisational Development Strategy Organisational Development Strategy 2014-2017 1.0 Purpose of this document 2.0 Overarching ambitions 3.0 Defining the culture we want to nurture: Humanity, kindness and trust Openness, transparency and candour Accountability and responsibility Questioning, learning and innovation 4.0 Collective leadership: a framework for cultural improvement 5.0 Other key work streams 6.0 Evaluation 7.0 References Appendix A: Related staff insights IN-384 Version 1 October 2014 3 Organisational Development Strategy “…kindness promotes well-being, reduces stress and increases satisfaction for the patient, the worker and the organisation” “The process of creating a culture that will nourish compassionate healthcare begins with daring to turn the focus from chasing poor practice and controlling people to supporting and enabling staff to do what they would in most cases want to do well… “A compassionate healthcare culture depends on having the courage to trust the goodwill and skills of the majority, and the imagination to understand what they need to help them do their jobs well.” (Intelligent Kindness, reforming the culture of healthcare) “Engagement is fostered when there are relatively flat hierarchies, widespread use of rituals and rites to celebrate contributions and success, and where there is consistent celebration of accomplishment and innovation.” (West and Dawson, 2012). IN-384 Version 1 October 2014 4 Organisational Development Strategy 1.0 PURPOSE OF THIS DOCUMENT This organisational development strategy sets out our ambitions to improve as an organisation, focusing particularly on culture, leadership and staff experience. We will adopt the framework of collective leadership to empower and support staff, to improve their experience of Dorset HealthCare and to enable them to deliver their very best with our patients and service users. This is a strategic-level document and as such, provides a framework for action, going on to signpost ambitions, principles and work streams. It sets out immediate steps for progress but more detailed action plans will be developed to ensure delivery. Organisational context The Blueprint published in May 20141 sets out the recent journey and significant improvements that have been made to both Trust governance and to strengthen the skills and capability of leadership at Board level. The improvements in governance have inevitably focused teams and people on ensuring we have the robust quality assurance systems and processes that are fundamental to becoming an exemplary organisation. This strategy helps us to now work on the environment in which those systems and processes are operating and to ensure our attention is always, individually and collectively, on the quality of care and outcomes we are achieving with our patients and service users. This strategy will guide us in forming the relationships and behaviours required to have healthy relationships with and understanding of, accountability, responsibility, authority and power. It will help all of us to be clear that quality improvement is owned by everyone and is our responsibility, individually, as teams and collectively as a Trust. Related activity The organisation has significantly strengthened its governance processes and will continue to improve the way it is managed and conducts its business. The newly appointed Director of Strategy and Business Development will take the organisation forward in these areas and we will ensure that the work produced by this document supports the organisational strategic direction. Our procedural organisational development also continues with ongoing support from PM Governance, to move our quality governance and assurance from functional to exemplary, as outlined in The Blueprint. Again, we will ensure the appropriate connections are made to this activity. This document does not explicitly include a section on training and development, although there are clear connections and its action plans will reach in to these existing areas of work. Similarly, there is already a programme of work underway for 1 The Blueprint (May 2014) available at www.dorsethealthcare.nhs.uk IN-384 Version 1 October 2014 5 Organisational Development Strategy board development, which we will ensure is connected to the activities proposed in this document. Finally, the need to establish and develop 13 strong, integrated locality teams is considered throughout this document and its actions will complement and inform a pre-existing programme of activity for the induction and development of this new cohort of leaders. We will ensure that all of the appropriate connections are made as we move forward. 2.0 OVERARCHING AMBITIONS Our strategy for cultural and experiential improvement is to go back to basics on values, behaviours and humanity. We will focus on relationships, promote kindness and recognise and empower staff to innovate and improve services for those we serve. We will nurture a culture that will be an enabler and support us to achieve our business objectives. To promote connectivity and trusting relationships amongst our people and with patients, to welcome ‘authentic patient partnerships’2 and enable collective leadership: Our focus must be on relationships within teams but also, relationships between teams and with patients, breaking down silos and giving our staff and our patients a continuity of relationship and experience. To nurture a single, strong organisational culture that puts quality of care above all else, hallmarked by openness, transparency and candour. We will nurture an affirmative environment where the culture is an enabler for improvement and accountability, not restrictive and controlling. We will promote a single culture, seeking to overcome functional silo working that can lead to competing sub-cultures. To give our staff the best possible experience at Dorset HealthCare, so they will be at their very best for our patients and service users: we must inspire and empower, recognise and celebrate, not audit and measure. We must give people a belief in their own value and freedom to act, promoting innovating. We must give staff a voice and listen and act on what they tell us. We will do more to ensure staff have the tools and information to be excellent for our patients. To make quality everyone’s responsibility: We will foster real ownership of quality throughout the Trust and make sure we do not rely on regulation to identify what quality looks like for our patients and service users. We will promote individual accountability for professional practice and standards of behaviour. Berwick writes that every member of staff should “be a quality inspector, never knowingly passing on a defect, error or risk to a colleague or patient”3. Berwick, D. (2013) ‘A Promise to Learn, A Commitment to Act: improving the safety of patients in England’ Department of Health p18 2 3 Ibid IN-384 Version 1 October 2014 6 Organisational Development Strategy These ambitions signal our intentions, outlining a vision for the sort of organisation we will work to become. The actions that arise to deliver on these ambitions will be monitored and evaluated over time via a range of metrics and insights. 3.0 DEFINING THE CULTURE WE WANT TO NURTURE Berwick: “In the end, culture will trump rules, standards and control strategies every single time”4 Humanity, kindness and trust Culture is a combination of tangible and intangible elements; systems and processes alongside behaviours, attitudes and beliefs. Ultimately, our organisation is a collection of people and relationships, which we must nurture and care for5. Ballat and Campling write: “To fail to attend to the promotion of kinship, connectedness and kindness between staff and with patients is to fail to address a key dimension of what makes people do well for others”6. By kindness, we mean the ability to connect with the humanity of another person. Nurturing an environment where we are kind to one another and in tune with each other’s humanity increases trust in all relationships, which in turn increases cooperation and communication and ultimately improves outcomes. We will promote a culture that recognises the people behind functional and professional roles and the person beyond the list of problems. Openness, transparency and candour Robert Francis’s report on the unacceptable events at Mid Staffordshire7 concludes time and again that NHS organisations must be honest, open and truthful, to prevent such tragedies from ever happening again. We will underpin all that we do with a commitment to nurturing a culture of openness, transparency and candour, as defined by Robert Francis: Openness: enabling concerns to be raised and disclosed freely without fear, and for questions to be answered. Transparency: allowing true information about performance and outcomes to be shared with staff, patients and the public. Candour: ensuring that patients harmed by a healthcare service are informed of the fact and that an appropriate remedy is offered, whether or not a complaint has been made or a question asked about it. Op cit. See Barrington-Bush, Liam (2013) Anarchists in the Boardroom 6 Ballatt, J. and Campling, P. ‘Intelligent Kindness, reforming the culture of healthcare’ (2011) Royal College of Psychiatrists p.3 7 Francis, R. (2013) ‘final report of the Mid Staffordshire NHS Foundation Trust Public Inquiry’ 4 5 IN-384 Version 1 October 2014 7 Organisational Development Strategy Collective leadership, accountability and responsibility “To rebuild accountability requires a sense of responsibility. When we are trusted, we feel more responsible for what we do and in order to build trust, we need to share a sense of empathy for one another. When we can empathise with each other, we lay the foundations for trust.”8 The focus of this strategy is to develop our quality and governance culture so that the systems and processes are founded in an environment that promotes and enables individual and team responsibility and autonomy. We cannot rely solely on assurance control systems and processes to drive quality improvement, because we risk stifling innovation and individual creativity, as well as unwittingly encouraging negative relationships and mistrust. We will nurture an environment that promotes positive influence and innovation, which ensures clear and vital board accountability, whilst promoting collective leadership and sharing authority and responsibility for quality with everyone, through earned autonomy and trust. Questioning, learning and innovation We want our staff to have the confidence to constantly question and learn, innovate and adapt services based on their knowledge and expertise and their connection to what our patients want and need. We will create the spaces and initiatives to allow this to happen, to be recognised and be valued. 4.0 COLLECTIVE LEADERSHIP: THE GUIDING FRAMEWORK “Leadership culture must be understood as the product of collective actions of formal and informal leaders acting together for organisational success… Collective leadership means the distribution and allocation of leadership power to wherever capability, expertise and motivation sit.”9 We will adopt the Kings Fund and Centre for Creative Leadership framework for collective leadership, published in May 2014, as our leading development activity. This framework has cultural improvement at its core and will support transformational change so that leadership responsibility is shared by every member of the organisation. We are incredibly fortunate to already have a relationship with the Kings Fund, who have identified Dorset HealthCare as one of a small number of sites with whom to work in partnership as an early adopter. We are delighted that in October this year we will welcome Michael West, Kings Fund Senior Fellow and Professor of Work and Organisational Psychology and, Katy 8 Barrington-Bush, L. Op. Cit. p219 Eckert, R., West, M., Altman, D., Steward, K., Pasmore, B. (2014) ‘Delivering a Collective Leadership Strategy for Healthcare’ Kings Fund 9 IN-384 Version 1 October 2014 8 Organisational Development Strategy Steward PhD, Kings Fund Assistant Director of Leadership Development, to Dorset HealthCare, to begin the conversation and process with the Board. The indicative dimensions of our collective leadership strategy will include: focusing on the qualities and competencies of leaders; the skills and behaviours in our leaders; collective capabilities such as producing faster integration of care; and creation of a leadership culture that is cross-functional, with cross-organisational collaboration at its core. Example areas for action will include: induction and socialisation processes; individual, team and organisational assessments; individual development plans; new learning experiences; work assignments; coaching/mentoring/feedback; and talent development. 5.0 OTHER KEY WORKSTREAMS Vision and purpose, who we are and what we stand for: at the heart of nurturing that strong, single organisational culture is building a shared sense of common purpose and working with staff to be clear about who we are as a team and what we stand for. We will undertake a programme of work to involve everyone in defining that vision and purpose and support them to connect their role and responsibilities to that overarching purpose. This will build on the outputs of an early and positive board workshop in July 2014, facilitated by an external brand expert. Values and behaviours: individual actions and behaviours significantly affect and influence the workplace culture, so we will work to articulate and share a common set of behaviours and reassert the values of the NHS Constitution. A ‘values programme’ will bring the values to life at every opportunity and support us to talk constantly about our values. Breaking down hierarchies and bureaucracy, unleashing innovation: we will continue to work on getting the right balance between accountability and autonomy, so that we don’t overwhelm staff with demands for more and more information and stifle their freedoms to be flexible and responsive to our patients and service users. Staff engagement, involvement and recognition: by engagement we mean: “A positive attitude held by the employee towards the organisation and its values. An engaged employee is aware of business context, and works with colleagues to improve performance within the job for the benefit of the organisation.”10 A 2012 Kings Fund report authored by Michael West and Jeremy Dawson 11 found that: Staff with high levels of engagement were less likely to report suffering workrelated stress Patient satisfaction is significantly higher and levels of patient mortality are lower in trusts with higher levels of employee engagement Definition of engagement from the Institute of Employment Studies and adopted by NHS Employers see www.nhsemployers.org 10 West, M. and Dawson, J. F. (2012) ‘Employee engagement and NHS performance’, Kings Fund publication 11 IN-384 Version 1 October 2014 9 Organisational Development Strategy Engagement is a statistically significant predictor in explaining absenteeism Engagement is not a process or activity led by a staff engagement lead separate from day to day business-as-usual. Staff engagement is every line manager’s responsibility and includes having: Well-structured teams Well-structured appraisals Supportive line management that encourages innovation Learning opportunities Good job design with clear tasks and the information to do the job well Repeat opportunities to be involved in decision-making We will seek to better understand staff experience of the Trust, to identify those areas where we need to improve and to develop the ways that we support line managers. We will transform the way that we recognise the work of our staff. We will recognise not only their achievements, long service or retirement but, also the often unspoken reality that healthcare work is emotionally demanding and we need to take care of ourselves, too. In collaboration with our communications activity, we will campaign to remind people of the small but significant gestures that recognise one another: using names, being open and approachable, having mature conversations, saying thank you and saying goodbye at the end of the day. 6.0 EVALUATION Evaluation, insight and feedback are critical to understanding the impact of our actions and directing next steps. This document signposts some significant pieces of work and further action plans; we are committed to ensuring that each is appropriately evaluated for effectiveness and monitored through the appropriate channels. 7.0 REFERENCES Ballatt, J. and Campling, P. ‘Intelligent Kindness, reforming the culture of healthcare’ (2011) Royal College of Psychiatrists Barrington-Bush, Liam (2013) Anarchists in the Boardroom Berwick, D. (2013) ‘A Promise to Learn, A Commitment to Act: improving the safety of patients in England’ Department of Health Eckert, R., West, M., Altman, D., Steward, K., Pasmore, B. (2014) ‘Delivering a Collective Leadership Strategy for Healthcare’ Kings Fund Francis, R. (2013) ‘final report of the Mid Staffordshire NHS Foundation Trust Public Inquiry’ West, M. and Dawson, J. F. (2012) ‘Employee engagement and NHS performance’, Kings Fund publication The Blueprint (2014) Dorset HealthCare NHS Foundation Trust IN-384 Version 1 October 2014 10 Organisational Development Strategy Appendix A: Action plan 2014/15 Vision and purpose: who we are and what we stand for With external expertise, deliver programme of staff involvement to develop our vision and purpose and inform our strategic objectives Refresh the Dorset HealthCare visual identity to reflect our vision and purpose and amplify our values and priorities Our values and behaviours October to December 2014 April 2015 Bring the NHS Constitution values to life by engaging with staff October to to articulate the behaviours we expect of ourselves and others December 2014 Establish a behaviours framework with tools and resources to January 2015 enable everyone to use that framework in day to day activities Develop a planned programme of activity to embed our values January 2015 and bring them to life, including: induction, appraisal, training and development, recruitment, values mentoring, a values champions network, role-modelling, celebrating values in action, story-telling and values-related awards and recognition Breaking down hierarchies and bureaucracy, unleashing innovation Sign up to the ‘busting bureaucracy’ initiative with the Health August 2014 and Social Care Information Centre Build on the iMatters platform and work of the innovation team January 2015 to continue to raise awareness of and strengthen ideas generation. Produce a plan that includes establishment of an ideas pipeline in specific areas such as sustainable quality improvement and cost improvement initiatives, as well as identifying dedicated spaces for creative thinking. Revisit the membership of the Clinical Executive and map out October 2014 the possible formal and informal spaces that unite staff around common issues and take them outside of hierarchical, functional and role-based silos. Consider creating a leadership forum. Staff engagement, involvement and recognition Collate in to a single resource, all of the sources of insight and feedback that give us a rounded picture of current staff experiences of the Trust. This should include at least: the vision test, Friends and Family Test, qualitative feedback and the NHS Staff Survey. Launch rolling employee and team recognition scheme that regularly acknowledges and celebrates achievement and innovation, including an annual awards events Develop a pipeline for submitting applications to regional and national awards and recognition schemes, and the honours system Aligned to development of integrated, locality working we will create more protected formal and informal opportunities for dialogue, debate and discussion IN-384 Version 1 October to December 2014 Announce September 2014 October 2014 October to December 2014 October 2014 11 Organisational Development Strategy Deliver a programme of activity to involve staff and surface their ideas around key initiatives, including development of our quality priorities and cost improvement savings Develop a programme of activity to increase the Board’s connectivity to the rest of the organisation, to include: visits to services, regular open forum discussions, personal invitations to Board meetings IN-384 Version 1 October 2014 onwards October 2014 onwards October 2014 12 Organisational Development Strategy Appendix B: related staff insights A selection of feedback left by staff at engagement workshops held in December 2013 and January 2014; it has informed this strategy. “Some policies are unclear, overly bureaucratic, hamper service delivery” “All staff need to be able to say ‘I am responsible this was a decision I made’” “Greater clarity around roles and responsibilities would improve services for patients” “Directorates aren’t joined” “Strengthening the connection between staff seeing patients and the Board” “Very challenging to instigate / discuss change – cultural change required and openness” “No time, energy or encouragement to make any innovations” “Allow opportunities for shadowing other professionals from the other disciplines that we work with” “Work to reduce the fear factor” “Staff morale is low. How can we improve and offer promote positivity to the patients?” “Blame culture. Being told all the time that we need to do more. Information overload.” “Remote management with a top down approach” “You get more love by licking than scratching! Respect, courtesy, manners, we need more love in this Trust” “Lose the silo working, there’s far too much paperwork needed to get even simple things done” “Let’s have a management walkabout so we can have regular contact” “Invest in your staff they need to feel valued” “Need to get the basics right. As in patient nurse I can’t even get towels that are big enough for patients. We need more autonomy especially if we are working a recovery-focussed way” “Forums needed for networking and exchanging ideas” “To help communication and development of one Trust I think the Directors CEO and Chair should actually walk the floor.” IN-384 Version 1 October 2014 13 Organisational Development Strategy “Those at the TOP are not visible to those at grass roots. We need to know who they are.” “Disconnect between Board, senior management and frontline staff. Feedback is not listened to and we have no influence over services. Innovation/ideas not developed.” “There is a lack of trust and micromanagement” “Directors, senior managers to regularly visit and work in clinical areas alongside teams and ask patients/carers their views” IN-384 Version 1 October 2014 14