© RCN Institute Practice Development Function RCN INSTITUTE PRACTICE DEVELOPMENT Transforming individuals and contexts of care The RCNI Practice Development team offers long-standing expertise in facilitating cultural change across healthcare organizations at all levels and with all groups of healthcare staff. The following information outlines a range of tools and processes we frequently use, plus continue to develop and refine, as a key element of our work. TOOLS & PROCESSES FOR CULTURAL CHANGE AND ITS EVALUATION 1. General Tools: used to understand, develop and evaluate an effective workplace culture (defined as ‘the way things are done around here’). Staff Stories – to understand the culture as experienced by staff Learning package Guideline for taking patient stories covering: Ethical and moral issues/ Informed consent Preparation of staff and patients Analysis Feedback to clinical teams Action planning Observations of Practice/Care - to understand the culture as observed by those working in the area and external observers Guideline for taking patient stories covering: Role of observers Consent Feedback Patient Stories – to understand the patient experience, learn from it and act on it Learning package Guideline for taking patient stories covering: Ethical and moral issues/ Informed consent Preparation of staff and patients Analysis Feedback to clinical teams Action planning Stakeholder Evaluation Acknowledging all stakeholder feedback ( patients, staff, public) using Claims, Concerns and Issues Take action to address the concerns and questions stakeholders have Workplace Standards for Clinical Teams: Four Standards that can be used as: a framework for gathering and structuring evidence that shows that the workplace is person-centred, effective and evidence-based an assessment tool to identify priorities for development work part of a development programme for improving the quality of care 1 © RCN Institute Practice Development Function an evaluation tool to benchmark/monitor progress a framework for putting into practice shared governance to demonstrate new ways of working to help the workplace recruit, develop and retain its staff Qualitative 360 degree review feedback: The systematic collection, analysis and feedback of performance data on an individual or group, derived from a number of the stakeholders on their performance (Manley et al 2004). 360 review package Guidelines for seeking feedback Analysing your feedback Developing a Personal Development Plan from feedback Values Clarification Exercise:A tool used for developing a common shared vision and purpose. It can be used for fostering a common vision in developing, among other things (Warfield & Manley 1990): Role definitions, Competency or curriculum frameworks, or Strategic direction for different purposes. Role analysis: This tool is used to clarify and negotiate roles and role boundaries (Binnie & Titchen 1999). Concept analysis: This tool helps stakeholders to develop a common vision about some aspect of the culture 2. Cultural facilitation tools: to develop expertise in facilitating cultural change towards an effective workplace culture. These tools help individuals to develop the expertise for facilitating cultural change using the tools and processes outlined in this appendix Facilitation Standards for Individuals Seven Standards and elements of competence for professional accreditation of facilitation practice describing The attributes, qualities, knowledge and skills required for effective one-toone and group facilitation Group dynamics and processes The outcomes of effective facilitation 3. Effectiveness Tools: for maintaining and sustaining a culture of effectiveness Indicators of team effectiveness (due to be piloted December 2004) Offers a framework to identify and develop team working practices, maximise team effectiveness and track how team process might impact on person orientated outcomes Performance Against Strategic plans A framework to help teams identify an action plan and monitor progress towards 2 © RCN Institute Practice Development Function objectives Action planning – tools to support Developing SMART objectives Involving all members of the team Giving and receiving feedback tool Identifies how to offer feedback and how to make sense and utilise feedback to improve and sustain effective practice. Can be used for individuals and/or teams. 4. Cultural indicators: These include more specific tools for understanding, developing and evaluating culture. Indicators of person-centredness (under development) A framework that enables practitioners to identify the where, how and why of person centredness. Campbell et al (2000) define how quality health care has most meaning when applied to the individual user of health care which they describe as maximising health benefit according to need. Specific tools for understanding, developing and evaluating an evidence-based culture Research into Child Health (RiCH) Evidence Base Benchmark (Fox & Feasey,2001) An example of a specific benchmarking tool that we have discovered can be used in any healthcare setting (not child specific) for developing and evaluating the research culture. It provides a structured approach to encouraging practice that is evidence based. The tool consists of eleven factors essential for successful research utilisation Guideline Evaluation: Appraisal of Guidelines for Research Evaluation (AGREE) tool (Agree Collaboration, 2001) This is a tool that help staff to critique the utility and transferability of evidence-based guidelines to their everyday work Essence of Care: Patient Focused Benchmarks for Clinical Governance (DoH 2001) Nine fundamental aspects of care derived from what patients consider important 5. Promoting a workplace culture of effectiveness: Processes used to develop and evaluate an effective workplace culture and simultaneously generate theoretical understandings Emancipatory Action Research A research process concerned with dismantling the barriers to cultural change and addressing contradictions between the espoused and actual culture as well as paradoxes and dilemmas in the world of healthcare practice 3 © RCN Institute Practice Development Function Continuous spirals of reflection, planning action/implementation, evaluation and reflection Enable practitioners to learn, develop and become empowered and become researchers of their own practice Fourth Generation Evaluation (Guba & Lincoln, 1989) Guba and Lincoln offer a more informed and sophisticated approach to evaluation beyond an exclusively scientific notion to include the human, political, social, cultural, and contextual elements that are involved. Fourth generation evaluation unites the evaluator with stakeholders in an interaction that creates the product of the evaluation. Differing from previously existing generations, this new approach moves evaluation to a new level, whose key dynamic is negotiation. Realistic Evaluation (Pawson & Tilley, 1997) Realistic Evaluation reflects the paradigms of scientific realist philosophy and its commitment to the idea that programs deal with real problems rather than mere social constructions. Its primary intention is to inform realistic developments in policymaking that benefits program participants and the public. Action Learning (McGill & Beaty,2001) A process for individuals to learn through using group processes to facilitate reflection in and on action. This approach is used often in conjunction with action research approaches. A group of people work together for a concentrated period of time in a continuous process of learning and reflection. Progress through action research cycles enables lessons learnt en route to be immediately implemented, as greater understanding of participants’ issues emerge. Critical Companionship (Titchen, 2001) Critical companionship is a metaphor for a helping relationship, in which a critical companion accompanies another person on an experiential journey of learning and discovery. Our work has shown that critical companionship is effective in helping practitioners to: develop expertise in person-centred practice articulate their own professional craft knowledge and its relationship with theoretical knowledge, research findings and patients’ own experiences, concerns and preferences, critically evaluate their practice, generate new knowledge from practice through critique become facilitators of experiential learning Our website address, which includes more examples of our work, can be found at: http:www.rcn/practicedevelopment/home.php Alternatively contact: Jo.Odetola@rcn.org.uk 4 © RCN Institute Practice Development Function References Binnie A & Titchen A (1999) Freedom to practice: The development of patient centred nursing. Butterworth Heinemann, Oxford. Campbell SM, Roland MO, Buetwo SA (2000) Defining quality of care. Social Science and Medicine 51 (11) 1611-1625 Guideline Evaluation: Appraisal of Guidelines for Research Evaluation (AGREE) tool Agree Collaboration, 2001 Guba E. & Lincoln Y. (1989) Fourth Generation Evaluation. Sage. Newbury Park, Ca. Fox C & Feasey S (2001) RCN Research into Child Health Group. Evidence Based Care Benchmark. Royal College of Nursing. Essence of Care: Patient Focused Benchmarks for Clinical Governance (DoH 2001) Manley K, Hardy S E, Garbett R, Titchen A & McCormack B (2004) Changing patients’ worlds through nursing practice expertise. A research report. Royal College of Nursing Institute, London. McGill I. & Beatty L. (2001) Action Learning: A guide for professional, management & educational development. Kogan Page. London. Pawson R. & Tilley N. (1997) Realistic Evaluation. Sage. London. Titchen, A. (2001). Critical companionship: a conceptual framework for developing expertise. Practice Knowledge and Expertise in the Health Professions. A. Higgs and A. Titchen. Oxford, Butterworth Heinemann Warfield & Manley K (1990) Nursing development unit: developing a new philosophy in the NDU.Nursing Standard . Jul 4-11;4(41):27-30. 5