Gaining front-line and clinical engagement for change

Many grand plans for service improvement have been brought to a stuttering halt because the right staff, the staff who have to implement the proposed change, weren't involved at the right time.
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Front-line staff, the ones doing the work everyday, are the ones who know what will work and what won't. Perhaps more importantly in public service, front-line staff are the ones who will (or won't) make it work - they will exercise their professional autonomy and if they can't see a good reason, the change won't happen. It's vital to listen and understand what will/ won't work and what can/ can't be implemented. Many a service improvement initiative has foundered on this important principle.
The difficulty is, there are many theories around how to engage clinicians (in the Health Service),and front-line practitioners, together with their managers, but far too many of these theories work for the author and not for anyone else. Some haven't even been tried; they are just theories.
This section draws together our own experience of projects that have positively worked to engage staff, be they clinicians, management or other professionals, and across organisations as well as within organisations

Gaining Clinical Engagement for Change

The people who deliver care to patients are clinicians, so to create change we (service improvers) need to engage. Clinicians often know the problems, and with the right help will both develop solutions and implement them. Facilitated session supporting clinicians to talk about the engagement they require.
cogs showing how people engageThis workshop was created from a course on the theory of clinical engagement, with reference to numerous studies and of course Malcolm Gladwell's "Tipping Point". It wasn't working - managers and change agents didn't have the hand's on time with clinicians to understand the issues and therefore they didn't make a difference when they returned to their day jobs.
I invited three local clinicians - a GP, a hospital consultant and a senior nurse to each present "how they like to be engaged", with discussions between sessions. The course accommodates around 24 people in three groups, each chaired by one of the speakers. After each speaker has explained what works for them, the three groups discuss what this means for them.
Feedback has been excellent: the clinicians involved find it fascinating to hear how other clinicians like to be engaged, and the pre-conceptions that managers have. Managers much prefer hearing from the horse's mouth what will and won't work. I (the facilitator) get to sit back and listen.
If you want this course, be prepared to put forward your own clinicians to speak, though of course I will coach them appropriately

Cultural Differences

Internet_argument.jpgWhere are you today? How much of your environment, the jargon and language you use,
the attitudes, do you take for granted? Do you sometimes find (for example at conferences, or dinner with non-work friends) that you have to explain something you thought ‘everyone knew’?

The biggest barrier is assumption
In professional circles, particularly where the training is lengthy and the regulations and license to practice onerous, one of the biggest barriers to communication is assumption. You hear a word and think you know what is meant – the other sees you nod and carries on, and 10 minutes later you realise just how far apart you really are.
What would it be like to be understood first time around? Not to win every argument, but at least to be heard, permitted to make your point? And what can you learn from your colleagues, if you take the time to recognise that they may be talking a different language (using the same words with different meanings, or different words to talk about the same thing)?
Think what you could accomplish!

Action
Next time you’re talking with people of a different professional background (eg health and care professionals to administrators, health professionals in different environments, the next MDT meeting especially if it includes enforcement staff), listen out. Not just for the words that help you build rapport, the pace and tone of speech and representational systems used, but for the line of reasoning, for the little red flags that suggest you might have missed the point although most of it sounds familiar.
When is the next interdepartmental meeting? What could you achieve by getting this right? What do you need to prepare to achieve this?
A lot of questions, but I’m sure you’ll agree (after the event) that it transforms what used to be frustrating wastes of time into really valuable and productive meetings.
If we’d known the start point, we wouldn’t have ended up here!

Inspiration and a job well done

Doctor holding childWhy did you join the caring professions?
Everyone I speak to has a story to tell – a family connection, a loss, a deep desire to help / to heal / to cure. But so often this original spark, this burning desire, lies buried under the petty annoyances and humdrum activities of day to day service.
Doctors and nurses, AHPs and social care workers, managers and support staff talk about the high points in their career in terms of single instances – the child who felt strengthened at their lowest moment, the obscure diagnosis with a straightforward cure. Moments of inspiration that are few and far between. Most days a seemingly endless and uninspiring routine.
As you know, my work is to help people involved in service delivery and service change to remember why they are doing this, to understand what a difference they are making, and if it isn’t good enough, to change their approach THEMSELVES to make it better. I do this through helping people, teams, organisations and whole health economies to define the measures that mean something (reports that people can take home and tell the kids “I made a difference today”). To record things that they put a value on, to analyse and report because THEY WANT TO, and to feel good about the outcomes.
We align the measures for new and existing services to the objectives of the workstream, the organisation, and the health economy. You can see your individual contribution, how you fit in, the difference you are making. You have a place, a significance.
This has an interesting knock-on – public sector objectives move as fast as (or faster than) local demographic change, political whim, and new understandings/ new technologies. Which is pretty fast. When teams set their own measures, they tend to align the measures with strategic objectives meaning that as these change, so the individual team measures change. And as people do what is inspected not what is expected, as we change the measures we record and report, we change what we do. No longer the need to send someone from management in to redesign services and impose the changes on people, because we’re doing it ourselves.
This theme and others on the use of measurement and Benefits Frameworks for performance improvement, alignment to strategic objectives and Recruitment and Retention, are explored further on my web site www.minney.org and blog http://benefits.minney.org. Please call me to talk further

Why don't people appear to care? It's all about numbers

Care and Compassion - the Ombudsman's report on the elderlyThe Parliamentary Ombudsman for Health, Ann Abraham, today published a report containing 10 examples where care fails the elderly (jump to press release)

You can download a PDF of the Report "Care and Compassion" by clicking the title

The report suggests that staff seem to have lost their basic humanity, to treat people as human beings.  The Ombudsman said these were examples from over 1500 complaints received last year.

So how does this happen to nursing, the most caring of all professions (no I'll rephrase that, there are a number of other professions which are equally dedicated to caring)?

The culture of celebrity

Old people are everything we don't want to be.  They aren't beautiful, they don't have potential, they are even near that complete celebrity no-no "DEATH".

Nobody wants to be OLD.  But is this enough?  Could you ignore your mother because she is old?  I don't believe it is enough.

The culture of Targets

I think people have become de-humanised by the sheer numbers of targets under the previous government.  But surely not enough to cause this?

Don't know what "GOOD" is

The culture of targets created new problems.

People join the caring professions to make a difference.  It is obvious what good care is, it's common sense.  Until someone else defines "good care" in a way that doesn't make sense, doesn't make common sense, and your income depends on complying with the new definition.

Here at Minney.org we focus on designing measures that measure what everyone thinks makes a difference.  So we use the Social Return on Investment (SROI) methodology, because it is an internationally recognised way of approaching the issue, asking the recipients of care what they think "good care" (or Good support, or good anything else) actually is, and how much they are getting from the organisation being audited.

When developing benefits frameworks for innovation, we work with staff to understand what they think are the right measures to use, the ones that define "good care".  We help the staff to align these to the strategic objectives of the organisation, so everyone is pulling in the same direction and the organisation and wider society benefit.

People can see what they are achieving, in terms that make sense to them.  And because they are engaged, they also understand what the organisation and the local community is trying to achieve, and work towards achieving that.

Better care for the elderly

This means that people deliver the care that is important.  Instead of elderly people becoming just another number, another statistic, they are human beings receiving valuable care.  Of course managers have to plan (how else do you get the right number of staff on the ward, three shifts a day, 365 days of the year?), but managers can plan in terms of maximising recovery, minimising pain and discomfort, and through this, reducing bed days and speeding discharge.  This maximises hospital income, and at the same time it makes the staff happy because patients are getting the best care, and it makes patients happy because they are back with friends and family and getting better, and it makes society as a whole happy because people live happy lives.

It is all in what you measure.  And it isn't simple to work out what to measure and how to measure it.  But that's what we specialise in.

 

 

When you think you (alone) know

large_janus-rund.gifTwo heads are better than one, especially when they look at a problem from different perspectives.
The saying goes that if you ask 2 doctors for an opinion, you’ll get 3 different opinions. And probably each will assume that everyone agrees with him/her. This could apply to any professional, and even more so between different professions – picture a question of additional hours: someone with a responsibility for finance argues completely logically for a very different outcome from someone concerned with staff development. They haven’t understood their differences, and none understands why the initiative hasn’t gone ahead exactly the way they assume it should.
This lack of understanding of each other affects many service transformations: nobody is exploring what the blocks to delivery are; clinicians are blaming management as the key block, and of course vica versa
Facilitated sessions have unblocked similar situations in the past. In particular elucidation of what each means by their understanding of the overall goal, where there are similarities and how they can be brokered together has fostered new understandings and a common desire to achieve a common goal (exactly where you thought you’d started).
Think of the time these professionals spend in meetings and not able to make any progress. Think of the frustrations, and the mood that puts people in to obstruct future “management initiatives”, the measurement and monitoring, and service transformation. I’ve facilitated a change in awareness and appreciation of difference that breaks down barriers and aligns people, both with each other and with strategic goals.
Call to Action
Invite facilitated workshops specifically arranged around bringing different professionals together.

Analysis & Feedback

All this paperwork, and cleaning up, and ..."Sometimes I hate my work" – so said a nurse to my wife, whilst looking after a friend of ours.
How can someone been such a caring profession get to feel this way? Surely, seeing sick people is enough to bring those feelings of compassion that they felt 20 years before, when they made the decision to become a nurse?
 
So what should we do?
Philosophical arguments about it being the nurse's responsibility to manage their own state of mind, and putting a brave face on in front of the public, are pointless here. This is about culture. What would make this nurse, doing the same job, feel inspired and enthusiastic?

 
Measurement and reporting
How does she (and in this case, it was that she) know that she's doing a good job? Who pats her on the back?
Well in my experience, clinicians (and all health and care professionals) are number phobic. Nothing gets measured (how many people got better, how many people are unhappy) by these professionals, and nothing gets reported back to these professionals, no matter how many measurements of financial performance or activity the management take – to report UPWARDS.
 
Does this sound familiar?
I've been preparing ROI and business cases for NHS and social care for nearly 10 years, including the development of the Emergency Care Practitioner (ECP), frameworks to structure benefits management in front-line clinical change, courses for charity providers of services to mental health and care support. My experience is that staff rarely get to see WHY we are making a change, and almost never get told how well they're doing. And yet, they get really excited and inspired when they do find out. In contrast to the above opening remarks, one senior nurse I worked with said "now I remember why I joined the NHS. I spent the last 15 years turning up for work at eight, seeing a bunch of sick people all day, and then going home at four. You've shown me how to see how well I've done, so I can look back and feel good about it."
 
Why? What? And how?
Why should you, management, leaders and trustees of organisations delivering services for public good (public sector, charity, not-for-profit, independent) care? Because staff are the lifeblood, and staff hours the main way of delivering care.
Inspired staff deliver more for less. Knowing where we going, and what progress we are making, helps us all pull in the same direction – patient care. It isn't even difficult, it just takes a bit of imagination and a bit of experience to identify: what to measure, how to measure it with the minimum disruption to the day job, and how to report it to inspire us all.
I deliver common sense, reliable measures and reporting. It will mean something to your staff and your clients, to the public and the politicians, and of course we can make sure that we tick the civil service boxes along the way.
So transform your organisation and your staff. But the right measurement in place, so your staff can go home to their children every evening and say "I did a good job today/this week". Watch the culture change. And see the people who pay for services coming back to you for more, because good news, just like bad news, travels fast. Inspired staff result in inspired clients, and the feedback will reach the people who commission services.

Gossip - friend or foe?

 
How stuff works - GossipWater cooler discussions; the smoking 'bus shelter'; where the real work gets done?
Do you sometimes feel left out?  Do you, as a manager, sometimes feel that an untrue or spiteful rumour is getting out of control, but you feel powerless to stop it?  What if the rumour is about downsizing, but your privileged position on a management board also imposes a duty of secrecy?
I know I have personally felt left out (I don't smoke), and powerless (I know the truth but can't say).
Gossip isn't always a negative thing, as an article in Professional Manager (March 2010 - vol 19 Issue 2 pp34-36) points out.  We (humans) may be programmed to need gossip in the same way that most primates spend hours grooming each other - you're fighting a losing battle to try to stop it!
My own feelings of powerlessness when I was starting out got me interested: gossip is a part of networking, a kind-of "this is the sound of my voice.  How does your voice sound today?  Do I want to help you?" or even a Social Glue.  It can be destructive, but in the same way that social networking can be a distraction, or a force for good, if you manage and use it, it can be enormously beneficial.
Understand - before you try to use
Don't just leap straight in!  Begin with the end in mind - what are you trying to achieve.  Then put your ego on one side - what approach is most likely to get you there?  These are standard advice for any form of negotiation, and apply just as importantly with tackling the "thought leaders", if negative gossip mongers can be given such an elevated title.  
You know who started the rumour that is distracting everyone from their work, and has people threatening to go out on strike (or at least look for another job).  Will tackling them face to face achieve the right result?  You'll satisfy your own desire to look tough in the eyes of your fellow managers, but the person you talk to will deny it completely and call you every name under the sun for accusing them (those who are most guilty often protest most loudly).
You could try asking for help ... "rumours are flying around, I know you keep your ear to the ground, I wonder if you've heard, I'd like you to know the truth because I feel I can take you into my confidence".  Often gossip is about a power play - "I have information which I can share with those I favour, and obviously they have to give me something in return" is what the gossip monger is implicitly saying.  Well now you've shared information with them which obliges them to reciprocate, to do something for you, but more importantly, you've given them real information (as opposed to something they made up) which makes them even more important when they share it with everyone.
Gossip could actually become your team's greatest strength, rather than a destructive weakness!

How to choose benefits to deliver

I was talking to a friend about a Local Authority (UK Local Government) contract recently, and they asked "How do you choose what Benefits you will contract to deliver?"

Cart - but where's the horse?The context is important.  Just saving money isn't enough anymore, especially as many outsourcing contracts don't save money they just shift the pension bill.  So public services are asking for more from their suppliers - demanding that the supplier creates additional jobs locally, or builds "affordable housing" (housing for high priority but lower paid workers), or a whole range of things that are an advantage to the public body but may be more effectively provided by its commercial partner.

It's an interesting question.  We hadn't discussed the public sector body or their strategic objectives, which makes it all the more interesting - a cart with no horse in sight.   

It's about what the government is really about - creating an environment for business, better schools, better health, better public health, more achievement.  The first step is the Strategic Plan.

Strategic Plan

Most public service bodies in United Kingdom (UK) publish a Strategic Plan. This describes the priorities for change (acknowledging that they will continue to collect the refuse, to keep the roads in good repair, to ensure that the law is enforced so people can go about their business without fear, to keep the schools and care services functioning, and so on).

Priorities might be;

  • reduce crime from X level to Y level in such and such a location
  • improve a city centre for shopping
  • etc

These are your customer's priorities.  Any Benefits you offer to deliver should contribute to your customer's priorities (actually this isn't 100% true - sometimes they are happy with a contribution to one of their less high-profile aims).  

So what do I promise, and how do I deliver?

Well even this question isn't as simple as it seems.

If the organisation is on a risk/reward contract (in other words, if they will gain by succeeding, and lose by failing), then they need to take into account:

  1. what is actually achievable
  2. what needs to be done to achieve it

Breaking these down.  The customer wants an improved city centre.  But how do you define "improved"?  Fewer boarded up shops?  More people using the city centre for their business/ leisure?  More rates (premises tax)?

If you are building the customer a new shopping centre, then you might not want to commit to "fewer boarded up shops" because your whole project is focussed on your shops and not the other ones (which might remain boarded up).  But you WILL want to encourage more people to use the city centre.  It's in your interests as well as theirs, so you will put the effort in to achieve this promise, and they will put in the effort to achieve it too (*BUT see below*).

That's just the start.  What about delivery?

Many people believe that the most important parts of Benefits Management are defining the right benefits, and then measuring them. No it isn't.  The most important thing is delivering or achieving the benefits.  Measuring is how you know what progress you are making, and measuring helps you to focus your efforts on the right activities - the ones that make the most difference.

So let's assume we have a way to measure the numbers of people using the city centre - how are you going to achieve it? And how will you make sure that you don't break something else for your customer - I mean you want them to recommend you to other customers?

You need your own staff on board.  This means you need to gain their commitment - giving orders simply isn't enough in the new "knowledge economy".  You also need to get their staff on board, since you probably can't achieve this on your own.  Everyone needs to focus on making things/ doing things/ facilitating things that will make it happen, and most of these things are outside of your direct control, so you have to be persuasive.

hanging baskets in a town centre

Vision

You need to communicate the vision in such a way that everyone agrees it is the most important thing they can do with their lives right now.  Everyone has too much to do and everyone decides what to prioritise and what to "not get around to" - you want them to make the effort to achieve this goal.

One of the best ways to do this is to have in place some interim measurement which everyone believes in, which shows progress.  This will encourage the right sorts of behaviours.

Measurement

Measurement that people believe in is one of the most interesting parts of my job.  People hate filling in forms to say how much of something they've done today.  It reeks of Time and Motion, and it reeks of having the boss standing over your shoulder.  

With a big enough Why (the vision), you can achieve a lot.  But you need to measure something that shows that progress is being made, and the thing you measure needs to be common-sense, honest-to-goodness, good for people.  A beautiful town centre is a year away, but flower boxes on the lamp posts can be counted and can be started now.  Or clean streets is an outcome (following litter picks and volunteer clean-up groups), and also an obvious common-sense step in the right direction.  Note that the beautiful town centre is a step along the way of your ultimate goal - to get more people using the town centre for business and pleasure.  And getting more people into the town centre is obviously (common-sense obviously) good for businesses in the town centre.

You might also decide that more parking would help, but it isn't in your contract to deliver parking.  There's nothing to stop you sponsoring workshops at the local authority based on encouraging use of the city centre (there's no conflict of interest or hidden agenda - it's clear that this is what you are contracted to deliver) and let them realise what they need to do for themselves.

Delivery

Deliver is the most important bit.  Benefits are only benefits when they happen.  Deciding what you are going to do, and how you are going to measure it is important.

But the most important of all, is to get everyone engaged and committed.  

What you find is that empowered people are very good at making things happen.  If they are committed to making it happen.  I guess the point of this post is that the promise and the measurements are useful, but you (the supplier) really need to plan delivery, and that's something that I have done very well in the past.  With many hands, you can achieve almost anything!

ISIP Local Health Community Demonstrator Sites

ISIP (Integrated Service Improvement Programme) is the process used by whole health communities to ensure that maximum benefit is obtained for the resources invested.
During 2005-2007 Connecting for Health (CfH) put into place national and local support to help communities use this process. It's mostly common sense, but as has been said many times, "common sense is surprisingly uncommon". Being common sense means it's easy to use and delivers very powerful results. However it took CfH to codify the process and use the team to implement it, and people with a passion such as Eamonn Mulligan, Richard Towers, Andrew Prince and a number of others to make it actually happen.
I delivered the programme in South Yorkshire in 2005-06, and South Yorkshire was one of few Health Authorities to embrace it across the community and really get the benefits. I was then brought into the National team to revise and update the process in the light of feedback, and to develop the benefits side of the approach.
With the Knowledge Management team I designed the template used for reporting each LHC Demonstrator Site’s impacts and to evaluate benefits using the ISIP approach, and then reformatted, gained approval from the sites and published the inspirational cases studies aimed at encouraging others.
I also developed the Practical Guide to Benefits Driven Change and the Benefits Approach to Service Transformation, branded for the ISIP LHC Demonstrator Programme. The link to the practical guides series is http://www.isip.nhs.uk/practical
I provided benefits planning and evaluation expertise for projects to reduce attendance at hospital for Urgent Care and Long term Conditions, and to deliver the 18 week Referral to Treatment (RTT) target.
The team wrote these case studies together - links to the case studies can be found at www.isip.nhs.uk which also explains to some extent the role of the ISIP consultant as an external change agent - a role which I very much enjoyed.

Taxonomy upgrade extras:

Benefits Driven Change - ISIP LHC Practical Guide (Oct 2007)

ISIP Practical Guide - Benefits Driven ChangeThe Integrated Service Improvement Programme (ISIP) (2005 - 2008) was a process which enabled whole health and care communities to plan together, and deliver services that met the needs of the community whilst making best use of resources. In project management terms, PRINCE managed a single project, MSP supported management across a work stream, and ISIP managed the interdependencies between workstreams for a whole region or health community. I focussed on the benefits side, and following development and delivery of the programme in South Yorkshire, repeated this nationally with “ISIP LHC Demonstrator Practical Guides” (specifically “Benefits Driven Change & the Benefits Approach to Service Transformation” Powerpoint 373k) (Connecting for Health, Oct 2007) along with a number of Local Health Community (LHC) Demonstrator Case Studies.  ISIP was sponsored by Connecting for Health.  It is now archived here: http://webarchive.nationalarchives.gov.uk/20100809114547/http://www.isip.nhs.uk/

Workshop: Developing Benefits Frameworks

The key to delivering benefits across a whole health community is to ensure that each project, each initiative is understood in context.
This is what is meant in World Class Commissioning terms by the whole stream of "assessing needs", "Review Current" and "Decide priorities" (WCC was presented in 2008).
WCC_cycle.pngAll too often, projects and initiatives are sparked off in isolation. This is simply human nature - it is much more difficult to think about everything at once than to come up with an idea, create a business case, and then implement it.
Benefits Frameworks workshops consists of a series of three workshops which bring together all of the main stakeholders to
agree the priorities for a particular area of work (I'm thinking whole community priorities, such as caring for the elderly, long-term conditions, which may encompass a whole series of existing services and new ideas)
understand what benefits (what adds value) and outcomes (what the community will look like, and what service delivery will look like) need to be in place, and by when
identify gaps in the existing services, and prioritise ways to fill those gaps. Identify areas where resources could be redeployed
define the benefits in a way that all agree makes sense and means something
put the existing services and new initiatives/projects into context and define a way of measuring them
confirm a joint way forwards with agreed shared outcomes and benefits, and recognition of each individual organisation or team's benefits and outcomes
Although this is presented as a series of three workshops, it has been delivered in different formats for different numbers of people and with shorter timescales

Joint Working in health and social care service improvement

for service users
Care can come from many directions - medical care (health), personal care (usually social care also charities), and a whole lot of areas where the distinction isn't so clear. To the recipient of services, it doesn't matter - and nobody likes to have unnecessary visits by multiple people because of the politics of the situation.
From the staff perspective
Caring professionals may express their care in different ways at different points in their career. Staff move between health and social care employers, sometimes simply because responsibility for providing the service, and therefore the money to pay the wages, moves.
Consultancy addressing these issues
One of the greatest missed opportunities in the caring services has been the need to plan workforce around patient pathways. Some regions have good links between workforce planning in NHS, and with local authority social care groups. Others don't.

Champions of the Future Workforce was a national group hosted by Skills for Health to bring togetehr representatives from each region, to learn from each other and spread best practice.
Service providers often focus on delivery for users, and in a caring industry may find it difficult to understand why the commissioners (especially of mandatory services) dont seem to share their enthusiasm. At the same time commissioners are wary of the promises given, with neither evidence nor a monitoring regime. Commissioning Innovation is a series of coaching workshops to address this issue, getting providers off development grants and to sustainable funding and contracts for services. We also developed a one-day workshop to explore the issues locally which might be of interest.
Social enterprises have been used as a legal structure for formerly public sector provided services. Having set up a social enterprise providing community care using NHS staff, I believe this is a workable model. I'm currently establishing a GP Provider Consortium which has different merits in a different context

Avoiding Feast or Famine

I try to read junk mail - surprisingly, it often contains real gems of useful information.  Of course some get a quick glance and straight in the bin, but a recent report from IRIS got my attention; a carefully thought through paper explaining the concept of resource balancing (of course to sell their software), that agreed with processes we use in Minney.org.
Project Planning with IRIS Software (from 7 steps whitepaper)IRIS describe 7 steps to optimising utilisation:

Set a realistic budget for the project.  Use historic information on similar projects if you can, and avoid overcommitting or under-resourcing.  We take this very seriously - in a year's time nobody remembers the price but everyone can see the quality, so although we are a relatively low cost provider in our specialist area, we would rather lose a bid than compromise quality by not allocating enough resource.
Review the demand of potentially successful bids against available resources.  To tell the truth, this is probably the most difficult thing for a small specialist consultancy.  We aren't going to win everything we bid for, so we have to overcommit during the bidding stage, but by using a network of associates there's only been one occasion when I've had to go back to the client and say "sorry, can't accept your contract".  We did tell them before anything was signed, and they went to the second bidder (who hadn't yet been told they'd lost) and contracted with them - it's good to be popular!
Allocate resources against the programme and the budget seems so obvious yet many consultancies find it too much of a chore.  Resourcing at even some of the largest consultancies is about 'Who shouts loudest' and I remember working for one where around 25% of my time was spent internally making sure I retained the consultants committed to my project and - dare I say it - pinching the best consultants from other clients' delivery to bolster my own. Luckily, Minney.org is small enough to be upfront and honest, and negotiate step ins and step outs which most suit each client project
Plan for non-project-related time such as holidays, training etc.  We put an enormous emphasis not just on training, but on creating new solutions, and on learning by talking.  This time is often scheduled well in advance (for example courses, conferences, panels) and we plan our contracts and services taking it into account.  We also put a high value on holidays - NOT a time to go and do something else but a valuable time to rest, recuperate and think. 
Update the programme regularly.  This is another of those VERY IMPORTANT actions we like to do in spades.  You (the client) need to know where we are at any one time, particularly because during a discovery phase it may seem like there's not a lot going on, and during a communication phase you may think that we've finished when we're just starting the second wave.  By the same token, if you take a long time making a decision or approving a stage, we have to advise you of the risks in terms of allocating resources elsewhere.  We both need to be honest with each other
Review the actual costs vs the plan with the team.  Everyone likes to do a good job.  Knowing where we've reached not just against timetable but also against budgeted resource use is a vital part of this.  We need to plan for unexpected and disruptive delays and changes in scope, and agree together how resources, and corresponding costs, should be allocated.  We'll take our costs honestly, and we expect where your actions or lack are causing problems, that you will act appropriately
Report regularly on overall workload to pre-empt quiet periods or shortfalls of resource.  Perhaps my time at Manpower Software (now Allocate Software) has stuck more than I thought it would - we're constantly scanning for periods of risk to project delivery, and are planning round them typically 3 months' and more ahead.  This means that if there's a bottleneck with the prospect of too much to do in too short an elapsed time, we're talking to clients about rescheduling or stepping in additional resource with plenty of time for them to recognise the changes they may need to make, and if it's a quiet period then we're using it appropriately for additional training or dare I say it, a holiday.

Junk mail takes a lot of effort to create, and it deserves a cursory glance.  Not always for the service it's promoting, but for the concepts and ideas.  Next time you're sweeping it into the bin, ask yourself "what could I learn?"

Did we really mean that?

superwoman-781364.gifHalf-way to implementation, we have to look at the unrecognisable mish-mash of a service that’s somehow evolved from the original idea, and seriously consider whether to cut our losses or whether it can be remodelled into something functional. There’s many a slip ‘twixt the cup and the lip. The right research, analysis and design puts forward the right solution, for example a new care pathway complete with new or adapted services and service delivery. But a service definition can only define so much, and you still need people to align with the reason WHY. It brings to mind my report on the pilot of Payment by Results. I interviewed medics, nurses, commissioners and managers in the South Yorkshire Laboratory after PbR had been running there for 12 months and was about to be rolled out in the rest of England. I asked them “how do you see this evolving?” (and to stop them committing suicide after I left, I concluded each interview with “what are you personally doing to put things right?”). The overall conclusion was that PbR is simply a system, and its success or failure, its ultimate benefit to the health of the population and best use of resources, depended almost entirely of the will and intent of the people who work within it. It’s possible, nay easy, to game the system. It’s also possible to provide an exemplary service and to receive due reward for quality. I like to think that the current HRG4 with reward for quality was in response to my little report.
So
What are you trying to implement, that you haven’t explained? Worse, what are you trying to implement where you haven’t involved people in designing, ensured everyone agrees the goals and strategic directions, that you haven’t put in place inspiring markers that let people know whether they are making progress (I call them “benefits”)? Social care and health care are staffed by inspired, highly intelligent, highly motivated super people. Without a system to report progress made, to tell each and all of us what progress we are making, many become demotivated. At least if you are following an accepted protocol you can assume that you’re having the effect that usually follows from following this protocol, but when change is asked for, naturally change meets resistance. If people understand the why and the evidence for the change, they are far more likely to engage.
How do you demonstrate improvement?
Do you have a reporting system (especially on service initiatives)? Is it designed to report on things that motivate people, such as proxies for quality outcomes (better health, better quality of life, better results, even better targeting of resources) – or does it just report a table of numbers or activity? What could you achieve by aligning all of these superpeople (supermen and superwomen)?

Life Purpose

Heart & SoulMy life purpose is to inspire people to take life with both hands - to bring their heart and soul to their employment and put their enthusiasm into their work and professional life as well as their personal life.
By doing this, they not only bring their employer much greater outcomes and productivity for lower cost, but they also have much more fulfilling work.
I use benefits and benefits realisation as the way I engage people - helping organisations and individuals align on "WHY" we are here and "WHAT" is each team's contribution to the strategic objective, and each individual's contribution to the team's strategic objectives. The "HOW" follows naturally, and often, as people align with purpose and function, there's no need for management (in the sense of something imposed from outside)
 

Make your computer do something useful

Don't be afraid - it can't bite you!Many people who work in health and social care don’t like numbers.

Perhaps it is because they like people so much – computers seem far too simple?!

The result is that people spend hours on administration, fighting with their spreadsheet to try to make it do the budget; or endlessly retyping from one application to another to complete the mandatory reporting that both the Health Service and Social Care think is compulsory.  In the end, the very thing they hate the most comes to dominate their working day.

It doesn’t have to be like this – computers can sing and dance for you

Lots of people struggle to understand the mountains of data that, let's face it, you have to understand if you're going to plan ahead or to make things better.

I met a “data expert” the other day, who'd struggled for half a day putting a large data file into MS Access (the database), filtering for the bit of data he absolutely had to have, and then putting it into Excel to cross-reference (very slowly).  With the right tool for the job (in this case, MS Access for much more of the job) it took about 10 minutes which allowed him to get on with his life (helping cancer patients).  The next time he needed to do it, it took a couple of minutes.

In another Strategic Health Authority, they have been assessing their health commissioning and providing organisations against quality standards.  This means that each service (eg Vascular Care) in each organisation (eg an Acute Trust/ Hospital, or an Out of Hours service) fills in a form saying whether they are doing 'best practice', the things likely to lead to the best outcomes for patients.  Then the SHA has to collect the forms (by email, luckily), retype the data into a spreadsheet (because the form is in MS Word), cross reference some 500 or so specific local Quality Standards (which define exactly what needs to be done) against the 16 Care Quality Commission (CQC) essential standards (which are general so it's difficult to know what you need to do to improve), compile the reports by PCT cluster and send the results back out.  After they'd taken 10 days to do 1 service in 1 PCT cluster, they realised it was a hopeless job (hmm, 14 services X 15 health areas - that's 10 years of work per year and we haven't even started on the Mental Health standards) and asked me to look at automating.

Now they have a self-creating spreadsheet, where they fill in the data and press a button, and the computer does the tedious work, and doesn't make mistakes.  Managers and staff can get on with improving the quality of care for patients!  Two things really stand out

  • Automation: it took me around 14 days to write the automation into the spreadsheet.  Now it will work with any set of local standards, any way of comparing local standards to CQC essential standards, any combination of Consortia, individual PCTs, clusters, any range of services.  It now produces all of their reports in a matter of minutes.  And the report shows not only how they are doing against the CQC standards, but also specifically what they need to change to improve things
  • Self-Assessment:front-line staff can take control.  Instead of collecting numbers to "feed the beast", they are making decisions on the information they collect - right here, right now.  They can see how making a difference to the patient, also scores with CQC essential standards.  They don't wait for "management" to find out what is wrong and come and wave a big stick - they can change themselves.

Make your computer dance - for you instead of you serving the computerLet the computer do the hard work.  That’s what it is there for.

Where did I learn to do this?

Over the years I've taken on some pretty tough assignments (I know I don't go out there and save lives, but I try to make sure the right decisions are made about numbers of people to train, facilities to build, etc).  For the Emergency Care Practitioner new ways of working project, I developed the economic models that said how many ECPs we'd need, and therefore how many paramedics, how many ambulance technicians, ambulances, cars; also how many A&E departments and appropriate staffing, and of course additional staff for the community services where people would be referred directly.  I've been given questions like "I need to know all the academic literature on Head and Neck cancer, compare it with our own survey data, and present options.  Oh by the way I need it in 4 weeks' time and I've only got money for 10 days' work" and the same for Domestic Violence and Obesity (and others!).   I've looked at "Why do we need to ask User Experience?  Is it just feel-good or is it worth doing?"

I couldn't do this without making my computers sing and dance.  I automate all the time to get the best result, accurately, within the time and budget available.  Now is the time to let you get access to all of this, without having to define your problem as a whole big project.  As one friend (who still comes back for more) says: “what I like about you is that you can understand what I want even when I can’t explain it very well”.

How can I help?

Maybe it can help you.  Do you want to spend your time on improving care, improving the quality of your services?  Do you wish that your paperwork would magically sort itself out? Do you want to see results rather than struggle to get there?

I’d be delighted to talk about your options.

Being the Best you can be

Marc Woods, Paralympic medallist and motivational speaker, came to speak to health service staff in Easington today.
Marc Woods' contribution to the mediaHe is superb, and in between explaining how he changed from moderately successful (a county level teenage swimmer who was sufficiently good that he didn’t have to try, so he didn’t try), to realising how much he had lost when his leg was amputated below the knee, to deciding to make something of his life, Marc made a number of very important points.

If you don’t really REALLY want to win, then you won’t win. If you are trying to swim a world record time, then it might not be fast enough to beat the others who are also trying to swim a world record time. You need to WIN, to beat everyone else – self leadership
If anyone in your team doesn’t REALLY want to win, then your team won’t win. You are as strong as your weakest link (see the look of disappointment on the faces of two of the silver medallists, Marc included) – clarity on your goals
Everyone who has anything to do with your success is on your team, from the person who makes sure that the water is clean and the ropes laid out at the training park, to the coach and those who swim. Everyone needs to feel involved, and everyone has to be COMMITTED to winning gold. It’s up to the leader to get them there
Personal relationships count. When the chips are down, that’s what pulls you through. When you need to make changes, then do it on the basis of the strengths and weaknesses of each player, and with everyone’s agreement. Communication is all ways, communication doesn’t just “come out of the tip of my finger” as Marc said about his early days as British Swimming Team Leader. Marc said at this point “do you know someone who leads by talking AT you instead of with you? Don’t all look at him/her, that would give the game away”.

It’s a clear reminder of how easy it is to get complacent. We’re good enough, so we don’t try to be the very best. We sometimes can’t be bothered to get up and go to training, so arrange enough different reasons why you should that at least one will mean something to you when you are tired, aching all over, and hungry.
 
What will I do differently?
Give myself five reasons to be the best at benefits realisation:

It inspires people to enjoy their work, because they can see what a difference they will make
I enjoy understanding what a difference people are trying to make, and helping them make it
In health and care, the difference that frontline teams make is real and makes a real difference, improving the quality of people’s lives
I respect the people I work with and who mentor me
I love it when people say “thank-you” and “you did a good job”

Every day, live on purpose to be the best I can at whatever I’m doing. If it’s a relaxing day, then I’m going to be the best at relaxing, and so on
Spread the message
 

Taxonomy upgrade extras:

Practice-Based Commissioning - engaging GPs and the public

the problem PCTs have a requirement to get GP practices engaged with the commissioning process, for two reasons:

  • engagement at grass-roots level, being seen to consult
  • GPs have the biggest effect on the cost of service delivery, as they are the ones making a decision early on in the patient pathway whether a patient should use the hospital (generally expensive if the treatment is appropriate for a community pathway) or alternative pathways (generally cheaper if they are available, but someone has to decide whether to set them up and if so, how to do so)

Many PCTs are having trouble convincing GPs to get involved, and then getting them to work together in clusters what pain this causes

  • patient care may be compromised as patients go to hospital instead of more suitable community care
  • scarce resources not available to spend on target groups such as CVD, obesity in the community because it was used up on hospital care
  • GP referral thresholds not consistent
  • PCT not scoring on the GP and public engagement component of the QOF

my solution

  • working for PCT commissioners to help GPs understand what's in it for them (South Yorkshire 2004/05, Co Durham 2007/08)
  • supporting GP clusters (and training others to support GP clusters) so the GPs can deliver effective PBC without getting disaffected because of the amount of time it takes (Co Durham 2007/08)
  • working with GPs and PBC cluster to engage and align so they deliver a consistent clear message to PCT about what they want (Co Durham 2007/08)
  • ensure GP cluster consults with other stakeholders, rises above "WIIFM" to look at the needs of the population (Co Durham 2007/08, London OOH 2007/08)
  • doing the right background research, eg social marketing on obesity and worklessness, quantifying need using prevalence and referrals (Co Durham)
  • setting up new pathways with appropriate consultation eg COPD home management and emergency (Co Durham)
  • working with PBC Chair/ PCT Lead PBC Chair (Co Durham)
  • credibility through also acting within GP Practice, both supporting the PBC board and as potential provider

what benefits this brings

  • hurdles within PCT overcome because can illustrate what change needed and why
  • credibility with GPs (+ provider side) mean they want to engage for the good of the community
  • new pathways based on sound evidence - both evidence of costs and evidence of consultation/ pooling of ideas/ clinical In summary Hugo has been involved in PBC since 2004, when in South Yorkshire he helped PBC clusters and individual GPs to understand their role in context, to engage with the PCT, and he defined (with the Primary Care Foundation) the types and presentation format of information which brought about engagement and willingness to develop - and use - new pathways. Some of the GPs taught on Hugo's "Gaining Clinical Engagement" workshop for PCT and Acute managers. 2007/08 Hugo defined the role of a PBC support manager funded by a PCT, and Co Durham PCT retained him to mentor six such roles at 8a, one for each PBC cluster. Hugo also worked with the PBC Lead Chair (PCT Director) to develop PBC and public engagement within the PCT. Hugo is currently working within a PBC cluster to assess need, identify gaps, define new services and pathways, and implement them in wards with the highest deprivation indices for COPD, CHD, Obesity and Worklessness in England.

Hugo is Business Development Manager in Shinwell Medical Group, which can be found on www.shinwellmedicalgroup.co.uk, and on facebook http://www.facebook.com/#!/pages/Shinwell-Medical-Group/181626671880528 and on twitter www.twitter.com/shinwellmed

Primary Care and GP Engagement

Nuffield Trust prepared reportThe NHS budget is protected from cuts under the new government. But the rise in Emergency Admissions over the last few years threatens to use up all of the protection and more. And yet, until we invest in care outside of hospital, we can’t change this rise.
I have to declare an interest – well two actually.

I am business development manager for a GP surgery in North East England, and establishing a consortium of GPs to provide services outside hospital
I spend part of the week working at NHS Information Centre, where I have access to data on health care use (through the publicly available services of NHS Comparators

Government health policy for increasingly local decisions
This coalition government has made no secret of putting decision-making into the hands of GPs (General medical Practitioners), and this is a good thing. But it may not happen overnight (“David Nicholson doubts 2012 timescale for GP commissioning role”
 
GPs can help
GPs are generally the decision-makers.
GPs decide what care each individual patient should receive, what pathway they should follow.
They either create, or don’t create, alternative pathways for patients in the community which gives patients an opportunity to avoid hospital and stay in the community in their support network.
They either make it easy for patients to go to their own doctor, or they don’t; patients always choose the path of least resistance (cost to NHS of patient seeing GP around £18, cost just for attending hospital around £70, cost of treatment on top of this).
Out-of-Hours services (OOH) are a supreme case in point. In 2004, GPs relinquished responsibility for providing OOH services, because the Blair government believed that it could provide a better service, for less money, through private contracts. The result – patients turning up at A&E in their droves, and ultimately poor treatment and deaths (Penny Campbell 2006, David Gray 2009, Kirklees Report 2009).
We already have the tools to do something about this
UK’s Department of Health (DH) has established a formula for funding patient care, on the basis of GPs taking responsibility
Doctors already have formal networks between a locality’s GPs and hospital consultants, whether through learning networks or old training ties.
Doctors and other health professionals already meet, again formally and informally, to improve patient care; the networks are already established here. Health professionals together, working with social care professionals, are capable and usually willing to design new care pathways for patients, as long as it is worth while – the decisions are accepted by the Primary Care Trust (PCT).
 
What’s in it for PCTs?
World Class Commissioning assessment (WCC) has been the benchmark for a quality PCT for some years. A substantial part of the score is how well PCTs engage with healthcare professionals.
When WCC is replaced, it’s extremely likely to be with something broadly similar – if not measuring engagement, then at least measuring budgetary performance; this is dependent on GP engagement too.
 
So how do you engage with your local GPs?
Why would GPs, freed of their responsibility for everything for the last 6 years, want to take it all back again?
I’ve found that it takes a combination of specialist analysis and presentation skills, and specialist engagement skills, with a dose of credibility, to close the loop on GP engagement.
A lot of it is about presentation – what you present, how you prepare the data for presentation, and of course what you don’t present.
 
I believe we can help you there. 
See also article on Technorati