First Line Nurse Manager: Past, Present, Future Edna Cadmus PhD, RN, NEA-BC, FAAN Clinical Professor, Specialty Director, Leadership Tracks Co-Lead for NJAC 1 • Define the FLNM work, past, present, future • Explore the need for FLNM development and beyond • Create the business case for change • Spark some new ideas! Objectives 2 PAST TO PRESENT Healthcare Context 3 Hospital Based Community Nursing Centralized Decentralized/ global structures Nursing Care Interprofessional Teams Bedside Care Population Health Transactional leadership Transformational/ Complexity Leadership Changes in Delivery 4 • Managed Care • Reduce costs/restructure • Nurse Manager 100 FTEs or greater 1990’s Dissatisfied Staff Dissatisfied Managers Poor patient outcomes 5 IOM Reports Affordable Care Act ARRA Convergence of Forces Improved Health and Healthcare System 6 Healthcare Reform 7 • IOM report: “Future of Nursing: Leading Change Advancing Health” • IOM report state that “strong leadership is critical if the vision of a transformed health care system is to realized.” Further states that the FLNMs are uniquely positioned to design new models of care to improve quality, efficiency and safety.” CONTEXT 8 Is this your desk? 9 Are nurse managers positioned correctly at the table? Should others be at the table ? 10 • Chief Retention Officer • Engage Employees • Chief Culture Builder • • • • Quality and Safety Officer Patient Experience Officer Financial Officer All other duties as assigned! FLNM Expectations 11 DEFINITIONS 12 http://youtu.be/UhxINyIZ454 • Leadership 13 • Classical management • Transaction • Work for pay • Work for psychological benefits (status, recognition or esteem) • Requires appropriate role behavior • Requires clear goals and appropriate instructions • Transactional leadership focuses on the task Transactional Leadership 14 Transformational Leadership • Transforms the environment and the people in it • Focuses on building an appropriate context and on enhancing the relationships of people within the system Leader Follower The environment 15 • • • • • • • • Focus shifts to the entire team as change agent Leadership is a behavior of every individual Greater engagement by all Work is facilitated rather than directed-guided by license, competence and goals About relationships Individuals accountable for their work and decisions at point of care Teamwork Individuals self organize around problems to solve • (Malloch, 2014) Complexity Leadership 16 • Leadership styles (T& T) increases nurses’ job satisfaction • Transactional leadership styles increase patient satisfaction • Transformational Leadership style decreases turnover • Span of control decrease the positive effects of leadership styles(T&T) on nurses’ job satisfaction • Wide spans of control decrease patient satisfaction • Spans of control increase turnover • (Doran et al (2004) • Transactional leadership alone did not achieve optimum outcomes • Transformational leadership is needed to increase nurse satisfaction, recruitment and retention. • Significant association between leadership styles on patient satisfaction and reduced adverse events. • Wong & Cummings, (2007); Cummings & Mac Gregor et al (2009). FLNM Impact on Patient Staff, & Organizational Outcomes 17 • Vacancy and turnover costs ($82,000-$88,000/RN) • CMS-24 clinical processes, 8 domains for the patient experience and outcomes • weight for 2014 (45%, 30%, 25%) • Consumer transparency • Organizational drag Cost Implications for Organizations 18 ANTECEDENTS TO TRANSFORMATIONAL BEHAVIORS AND OUTCOMES CULTURE OUTCOMES: Patient Safety SKILL SET FLNM WORK/ROLE TRANSFORMATIONAL LEADERSHIP BEHAVIORS Successful organizational change Organizations competitive position 19 • Shea-Messler, W. (2007) “Why am I still here you ask? A phenomenological study of the lived experience of nurse managers. PhD Dissertation, University of Tennessee, Knoxville. • Surakka, T. (2008) The nurse manager’s work in the hospital environment during the 1990’s and 2000s: Responsibility, accountability, and expertise in nurse leadership. Journal of Nursing Management. 16, 525-534. • Baker, S., Marshburn, D., Crickmore K., et al. (2012). What do you do? Perceptions of nurse manager responsibilities. Nursing Management. 43(12) 24-30. Literature Review FLNM Work 20 To develop and test a First Line Nurse Manager(FLNM)Work Instrument that measures categories of work and frequency of activities. PURPOSE OF STUDY 21 • FLNM 24-HOUR 7 DAY RESPONSIBILITY • UNIT(S) • INPATIENT OR OUTPATIENT DEFINITION OF FLNM 22 • NURSE MANAGER SKILLS INVENTORY© • JOB DESCRIPTIONS (n=11) • FOCUS GROUPS (2) • 10 FLNMs • SURVEY OF CNOS (n=5) INSTRUMENT DEVELOPMENT 23 24 FLNM WORK INSTRUMENT • 87 items and 9 subscales • Response categories were from never annually • Subscales • Financial Management • Human Resource Management • Performance Improvement • Technology • Strategic/Tactical Management • Practice • Personal and Professional Accountability • Relationship Activities • Other 25 • Content Validity • Focus Groups • CNOs • Reliability • Test/Retest • % Agreement VALIDITY AND RELIABILITY 26 • • • • 73 acute care hospitals in NJ (April- Aug 2012) Solicited via e-mail and letters through CNO Packet of information was sent to CNOs Demographics, Survey and Consent via SurveyMonkey™ • SPSS and SAS used for analysis DATA COLLECTION & ANALYSIS 27 DEMOGRAPHICS: FLNM Characteristics In Percentages Characteristics Most Frequent n=173 Age 20-29 30-39 40-49 50-59 >60 1.2 15.6 32.4 41.0 9.8 Sex Female 86.1 Highest Level of Education BSN, MSN or PhD 65.4 Ethnic Background Non-Hispanic/Latino 92.5 Race White 80.9 28 Range % 0-2 15 3-5 20.8 6-10 22 11-15 15 16-20 9.2 21-25 6.4 26-30 8.7 >31 2.9 YEARS OF EXPERIENCE AS FLNMS 29 Category of Work Item >70% agreement Financial Management Making staff assignments Staffing activities Determining the operating expenses Ordering Equipment Developing a capital budget Completing payroll Allocating merit increases Negotiating prices with vendors Mentoring others Conflict management/negotiating with others Completing performance appraisals 30 Analyzing incident reports E-mail management (n=173) Human Resources Management Performance Improvement Technology RESULTS Category of Work Item >70% agreement Strategic/Tactical Management Create a business plan for a new program or service Utilize evidence based practice and research in making changes RESULTS CONT. Plan and prioritize your day Participate in meetings in organization Practice Rounding on unit Huddles with staff or others Provide direction to staff on clinical matters Provides house supervision Investigate complaints Work within a shared governance structure Personal & Professional Accountability Going to school to obtain next level degree Certification maintained in a professional organization Relationship Activities Customer service activities Outreach to internal or external customers Conducting staff meetings Other Copying, Faxing, Answering Phones 31 • • • • Instability in reliability for some items Over or under-estimation Time Concern for confidentiality LIMITATIONS 32 • Identify activities that are value added • Comparisons with others • Framework for dialogue • Reallocation of work Recommendations 33 • What components of the FLNM could and should be eliminated for future? (Non-value added) • What components should be enhanced? (Value-added) • How might you cost justify your proposal? • How does the FLNM fit into the new world order? • What else might you consider? How might we change the FLNM role? 34 INVESTMENT FOR THE FUTURE 35 1) Evaluate the work of the FLNM • FLNMWI or Nurse manager/executive skills inventory • Create a strategic direction Strategies 2) Educate • Formal education 50% of nurses in leadership positions in US have a BSN or higher (National Sample Survey) • Partnerships between academia and practice 36 • Objective- To examine the relationship of TL practices, nurse characteristics and formal leadership training of frontline nurse leaders in a large health system. • Sample- Surveyed 512 in 23 hospitals using the LPI. Results• Formal training influences only 1 component which is model the way. • Formal education had a significant effect in improving overall TL practices and behaviors that inspire a shared vision and challenge the process. Kelly et al. (2014) The relationship of training and education to leadership practices in frontline nurse leaders. JONA. 44,(3): 158-163. 37 • • • • • • • Global mindset Technology integration Expert decision-making skills Quality and Safety as a priority Political skill Collaborative and team building skills Balancing authenticity and organizational performance expectations • Ability to cope with change • (Huston,2008) Skills needed 38 • Ability to deal with complex organization behavior: • • • • • • • Non-linear Emergent change Interaction and interdependency Unpredictability Autocatalytic behavior Dynamic movement Continuous adaption without losing strategic focus • Uhl-Bien, M. Marion, R. Complexity Theory for Organizations and Organization Leadership (2008) FUTURE FUTURE FUTURE FUTURE FUTURE FUTURE Complexity Leadership 39 • Coaching and mentoring • ONE/NJ Mentoring Program • Provide resources needed-secretarial support for staffing, scheduling, payroll, quality and budget monitoring • ROI • Unleash their talents • Be disruptive innovators-Leadership not role defined? • Engage in decision making around strategic goals • Position the FLNM and the staff around strategic direction Solutions Continued 40 41 NURSE MANAGER RESIDENCY SURVEY RESULTS Cadmus & Johansen (2012) 42 • Descriptive exploratory survey • 48 agencies-2011 • Survey participants senior leaders in organizations across settings • Questions included: • Does your organizations have a leadership residency or comparable program for new FLNMS with less than 2 years experience? • If not, would an integrated leadership residency program for FLNMS with less than 2 years of experience be desirable from the vantage of a senior nurse leader? • What possible barriers might appear before sending FLNMS to a 12 month residency program? Nurse Manager Survey 43 Type of Organization Number of Facilities Solicited n* % Response Rate Long Term Care Facilities 360 24 6.7% Home Care Agencies 54 4 7.4% Hospitals 73 18 24.7% FQHCs 20 3 15% Total 507 49 Overall:9.5% Sample 44 Range % All settings % Hospitals 0-25 45.8 5.6 26-50 35.0 38.9 51-75 14.6 22.2 76-100 2.1 5.6 101-125 2.1 5.6 126-150 0 0 127-175 0 0 No response 10.4 22.2 Average number of FTEs in FLNMS Span of Control 45 Age distribution by % 25-30 31-35 36-40 41-45 46-50 51-55 56-60 61-65 >66 5.2 3.7 21.6 9.9 25.8 20.8 8.7 3.7 .6 Highest Education Level Diploma Associate Degree BSN Bachelors in another field Masters in Nursing Masters in another field Doctorate of Nursing Practice Doctor of Philosophy 16.9 22.9 38.4 5.4 FLNM Characteristics in NJ Across Settings 2011 14.2 1.9 0.2 0.2 39.8% 46 Original Questions • Does your organizations have a leadership residency or comparable program for new FLNMS with less than 2 years experience? • If not, would an integrated leadership residency program for FLNMS with less than 2 years of experience be desirable from the vantage of a senior nurse leader? • What possible barriers might appear before sending FLNMS to a 12 month residency program? Responses • 2/3 did not have such a program • 68% responded yes, 17% no, 15% unsure • Barriers • Lack of funding • 12 months too long away • Cost/benefit rationale Cadmus, E. & Johansen, M. (October, 2012). The time is now: Developing a nurse manager residency program. Nursing Management. 47 • “.. As many areas of nursing are feeling the pinch of cutbacks, organizations are less enthusiastic to fund endeavors such as a leadership residency program.” • Many nurses aren’t well equipped to perform their job correctly because they lack the educational background. In fact, I find many nurse managers are practicing through trial and error, which of course creates havoc.” Comments 48 • If role is pivotal then we need to redesign it radically • Leadership needs to go beyond the FLNM • Structures and processes need to change to produce new outcomes • Investment needs to be made for the future leaders Summary 49 Partial funding of this research was made possible through • 2011 Dean’s Summer Research Development Program, Rutgers, CON • Research Award from the Council on Graduate Education for the Administration of Nursing(CGEAN) Acknowledgements of Funding 50 51 • Cadmus, E. & Wisniewska, E. (2013). Measuring first line nurse manager work: Instrument: Development and testing. JONA 43(12): 673-679. • Cadmus, E. & Johansen, M. (2012). The time is now: Developing a nurse manager residency program. Nursing Management. 43(3): 18-24. Publications for Studies 52 REFERENCES 1. Bass B. 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