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Abstract
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Abstract
Introduction
Business planning
Human resources
Organizational culture
Clinical governance
Conclusion
References
Aim This paper offers for debate a framework that will promote an effective
organizational infrastructure when developing and supporting new nursing roles.
The framework identifies key systems that need to work effectively in isolation but
also clearly integrate to ensure a joined up approach to organizational thinking and
working. A working example of how the infrastructure could be initiated in practice
utilizing the concept of developing an Advanced Practitioner role is offered.
Background The National Health Service has set out a modernization agenda to
deliver consistent and high quality care to patients. However, often underpinning
government vision and philosophy is the need for trust strategies to make real and
operationalize recommendations made. It is against this background of government
targets and change in the National Health Service that new nursing roles are
created, which require an effective organizational infrastructure if they are to
survive, let alone succeed. The government seems to be recognizing that lessons
could be learned when developing new roles in the National Health Service by
acknowledging the key themes identified from the earlier literature on the
development and impact of new roles in nursing.
Key issues In reality, each of the key systems identified as part of the framework is
very complex, particularly in large organizations. However, the framework proposed
offers a simplified and user-friendly approach to this complex subject. There is no
suggestion that organizations do not have the systems in place but what is often
missing is the underpinning communications to link the systems together. Although,
this paper relates to nursing roles the framework is transferable to all health care
practitioners and organizations.
Introduction
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Abstract
Introduction
Business planning
Human resources
Organizational culture
Clinical governance
Conclusion
References
Key government papers identify that trusts are required to deliver consistent and
high quality care to patients (Department of Health (DoH) 1997, 1998, 1999,
2000a). To achieve this requirement Trusts need to maintain a workforce and
service that can meet the changing needs of health care. This may account for the
extensive developments within the nursing profession in the United Kingdom in
recent years.
However, often underpinning government vision and philosophy is the need for trust
strategies to make real and operationalize recommendations made. Indeed, a key
recommendation in the document Shifting the Balance of Power (DoH 2000b) leaves
the practical arrangements to be organized locally. With this in mind, trusts need to
develop an organizational infrastructure to operationally government philosophy
and thinking.
The purpose of this paper is to offer for debate a framework that will promote an
effective organizational infrastructure when developing and supporting new nursing
roles. The framework identifies key systems that need to work effectively in
isolation but also clearly integrate to ensure a joined up approach to organizational
thinking and working. This would ensure transparency to everybody. There is no
suggestion that organizations do not have the systems in place but what is often
missing is the underpinning communications to link the systems together. Indeed,
recent Commission for Health Improvement reports reinforce this position (CHI
2003). The framework offered attempts to integrate the systems together;
recognizing that if one or more of the systems are missing this can be detrimental
to the patient. Although this paper relates to nursing roles the framework offered is
transferable to all health care practitioners and organizations.
Jump to
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Abstract
Introduction
Business planning
Human resources
Organizational culture
Clinical governance
Conclusion
References
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Business planning.
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Human resources.
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Organizational culture.
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Clinical governance.
Each system will be discussed in turn and will be related to the development and
support of new nursing roles. It is important to highlight that the elements
underpinning the systems, as identified in Figure 1 are not exhaustive and are
constantly changing in response to patient needs and the development of the
organization. A live exemplar using the development of Advanced Practitioners will
illustrate the key concepts involved in developing this role. Advanced Practitioners
are currently being introduced in response to the reduction in junior doctors’ hours
(DoH, The National Assembly for Wales and the British Medical Association 2002)
and the European Working Time Directives (2000). These roles are either being
funded locally by the trusts or pump primed monies by the strategic health
authorities or workforce development confederations.
Business planning
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Abstract
Introduction
Business planning
Human resources
Organizational culture
Clinical governance
Conclusion
References
The first system identified is the business plan. Elphick and Dillarstone (1990)
suggest that business planning is a process by which organizations put their mission
and aims into quantified plans to be achieved, often over several years. Historically,
business planning in the NHS was seen to be the remit of general managers and
accountants; however Young (1996), identifies that professionals now see it as
being unacceptable that managers and accountants should have such a major
influence on what they deem to be clinical decisions. It is important that the
business plan is developed by key strategic staff, including nurses with its content
encompassing the change in philosophy from competition to collaboration between
primary and secondary care. Its philosophy should also clearly identify how an
organization will meet the needs of its local population whilst at the same time
addressing government agendas. It is also important that the business plan is
owned by people within the organization who feel they can contribute to its success
and in its evaluation. There is also the need for the business plan to inform people
working within the organization of the direction they need to move within their
clinical areas and of financial implications of all decisions made.
The NHS in recent years has seen the implementation of new nursing roles, which
encompass elements of business planning, for example, modern matron and nurse
consultant. Such role developments demonstrate the government's commitment in
recognizing the pivotal role that nurse leaders play in service development and
ultimately their vital contribution to the business-planning process. Nurse leaders
when functioning in the role often utilize those qualities of transformational leaders
that Broome (1998) identifies as empowerment, inspiring vision and have a long-
term focus on developments in service and practice.
When developing and supporting new roles as part of the business-planning
process, an organization needs to address the key themes identified from the
earlier literature. For example, formulation of a job description that clearly defines
the role, developing a role that has some form of career progression for the person
in post and the identification of clear lines of authority can help to alleviate
problems associated with role ambiguity, lack of support and career progression
(Colerick et al. 1980, Loudermilk 1990, Ormond-Walshe&Newham 2001, Leigh et al.
2002). Furthermore, as all organizations are different in structure and purpose, local
measures are required to integrate the other four systems, with the direction
articulated through its business plan.
Each organization differs on how a business plan is developed. Some use a ‘bottom-
up’ approach so that all staff within the organization is involved whilst a ‘top-down’
process is evident in other structures. Either way nurse managers need to know
about the business plan as they will have a major role to play in the development,
promotion and acceptance of Advanced Practitioners to the existing workforce.
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the workforce can be deployed more effectively, capitalizing upon their range of
expertise and capabilities;
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Advanced Practitioners will contribute to meeting the changing patient, needs for
access to health care provision, treatment and ongoing care, e.g. out of hour's
service provision and discharge arrangements.
The answers to these questions may often be overlooked due to a lack of planning
in the initial thinking and a range of activities are proposed for each system in the
framework. In respect of business planning as the first stage of the system a
working group with key representatives from the trust board, human resources,
clinical governance and nursing management teams would help to tease out the
key elements.
The inclusion of a trust board representative promotes the link between strategic
visioning and operational implementation adding credibility to the promotion of the
role across the organization.
Last but not least, nurse managers can contribute to the group on how the
Advanced Practitioner role will fit and become an accepted part of the workforce.
They can along with the other group members provide the leadership to changing
the culture of the workforce in valuing the Advanced Practitioners. Furthermore,
nurse managers can play a vital function in planning job descriptions and
specifications with clear lines of accountability to complement existing work roles.
Without the inception of a working group to inform and implement the business plan
on Advanced Practitioners the development may fail.
Human resources
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Abstract
Introduction
Business planning
Human resources
Training and development
Organizational culture
Clinical governance
Conclusion
References
Health care organizations will seek to develop a workforce that can meet the
changing health agenda as well as changes in local health needs as identified
through its business plan. For this to occur there needs to be effective
communication systems that merge workforce planning, workforce development
and the business activities of the organization. This will be underpinned by robust
human resource strategies and policies, including equal opportunities, recruitment
and retention, performance management and personal development planning.
Human resource strategies are therefore essential to an organization's overall
effectiveness.
There are clear links between business planning, robust human resource systems
and workforce planning. The following clearly demonstrates the potential impact of
developing nursing roles if these systems do not integrate. Whilst achieving
improved patient outcomes for specific patient groups, and achieving targets set
out in government documents, for example, National Service Frameworks (DoH
1998), there is the potential of ‘creaming off’ the most expert nurses who will be
utilized to strategically develop the service, which in some cases may mean they
are not involved in direct patient care. There is the danger that the nursing staffs
that are left are less experienced and have a lower level grasp of the specialty in
which they are working. The nurses who are left to staff the wards and community
settings may also feel disadvantaged or overlooked, as they are not perceived to
have expert knowledge or skills. In turn, with the emergence of consultant nurse
roles, specialist nurses and nurse practitioners themselves may feel overlooked and
disadvantaged because of their position within the organizational structure. This
may have implications for patient care, staff morale and on the recruitment and
retention of staff unless there are effective systems in place to ensure succession
planning, career development and empowerment of the remaining nursing
workforce.
In relation to the example of Advanced Practitioner development, each organization
will probably have a human resource directorate/department that would play a
major part in workforce development as part of the business plan of the
organization. A number of key questions would need to be addressed by human
resources in association with service managers (nurses, medics and allied health
professionals), representatives from the modernization department and the
organization's legal team.
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Could the Advanced Practitioner role add and become integrated into the existing
workforce.
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Many posts are needed, in what fields of practice and where will they be recruited
from.
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Abstract
Introduction
Business planning
Human resources
Organizational culture
Clinical governance
Conclusion
References
The NHS Plan (DoH 2000a) again demonstrates the government's commitment to
invest an extra £140 million by 2003/04 to ensure that all professional staff are
supported in keeping their skills up to date by ensuring more help with personal
development and training. Indeed Agenda for Change (DoH 2003a) see personal
development planning as a critical element of modernizing the NHS pay structure
whilst at the same time developing the knowledge and skills of the workforce. There
is also the need to link personal development planning to support systems such as
mentorship, preceptorship and clinical supervision. Here, the personal development
planning process can be monitored and evaluated.
Most organizations have a training strategy in place but it does not always translate
to the organizations activities as identified in the business plan, to government
agendas, or to individuals personal, professional and academic needs. Often what is
missing in organizations is the communication or link between the business plan,
government agendas and training strategy.
An integral part of the training strategy is the need for training needs analysis.
Pedder (1998) suggests training needs analysis occurs when training or learning
objectives are established, knowledge is mapped, gaps are identified and
appropriate action is taken. Therefore, it is essential that the business plan and
training needs analysis are made visible to everyone through the training strategy.
Built into the training strategy specifically relating to the development of new roles
is the need to identify the knowledge and skills required of the person working
within the role. These are often identified initially in the job description. A further
integral component of the training strategy and training needs analysis is the
identification of key people required to support and enable staff to gain the skills to
ultimately meet the business plan and their own personal, professional and
academic develop needs. This again can help address the key themes identified
from the earlier literature on the development and impact of new roles in nursing
such as preparation for the role and support in the role once appointed (Humphris&
Soar 1994, Bousefield 1997, Read 1999, Cameron & Masterson 2000, Mills et al.
2000, Leigh et al. 2002). Ultimately, an organization that can demonstrate
commitment to continuing professional development and lifelong learning, which is
made visible through the training strategy, can assist in the recruitment and
retention of staff, as support for training, education and development is a real
employment incentive.
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What continuous developmental processes are required to maintain and further
enhance role competence?
Organizational culture
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Abstract
Introduction
Business planning
Human resources
Organizational culture
Clinical governance
Conclusion
References
Moorhead and Griffin (1998) define organizational culture as the way people
customarily behave towards each other. They believe a culture cannot be precisely
defined for it is something that is perceived and felt. However, the effectiveness
and style of leadership directly influences the culture of an organization. The
organizational structure also directly influences the culture particularly in relation to
the empowerment of staff. Mullins (1993) suggests the purpose of an organizational
structure is the division of work among members of the organization and the
coordination of their activities so they are directed towards achieving the goals and
objectives of the organization.
An organization's effectiveness is often reliant on a culture that values its staff and
the contribution that they make to the achievement of the business plan. An
organization's value system is one that is about working together and learning
together and staff empowerment. Rodwell (1996) defines empowerment as an
enabling process or a product arising from mutual sharing of resources and
opportunities which enhances decision making to achieve change.
Organizational culture in relation to the development of new roles is crucial. Staff,
for example, to be effective in their new role require education, training and support
and need to clearly articulate the need for the role which should be explicit within
the business plan. This can ultimately assist an organization to recruit and retain
staff as it demonstrates vision, forward thinking and a commitment to continuing
professional development and lifelong learning of its employees. Similarly an
organization that invests in the evaluation of the impact of new roles can clearly
demonstrate to both the individual and organization how the role is effective, thus
contributing towards meeting the clinical governance agenda.
Clinical governance
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Abstract
Introduction
Business planning
Human resources
Organizational culture
Clinical governance
Conclusion
References
All health care organizations are required to have clinical governance arrangements
in place for…
‘Continuously improving the quality of their services and safeguarding high
standards of care by creating an environment in which excellence in clinical care
will flourish (DoH 1998, p. 32)’.
Clinical governance provides a framework for reviewing the vision and values of the
organization manifested through its business plan; agreeing and obtaining
ownership for planning and implementing the business objectives; making it happen
by monitoring achievements in addition to analysing where improvements could be
made; evaluating if differences have been made and that these benefits will
continue.
The application of new roles to clinical governance is quite apparent. New clinical
roles are espoused through the leadership and vision of the organization in order to
meet patient needs. Their planning and implementation required ownership,
commitment and teamwork to structure the new roles in a manner in which the post
holders feel valued, supported and work to agreed business objectives. Post holders
will draw upon other organizational processes such as clinical audit, risk
management, evidence-based systems, patient experiences and resource
effectiveness to function effectively but like clinical governance are dependent upon
an organizational culture of continuous learning and development (Hallett 2002).
Regular monitoring and evaluating the roles will enhance their output, evidenced
through the achievement of the business objectives and the quality of patient care
provided. In addition, these feedback mechanisms also provide information to
inform the future planning of new clinical posts within the organization.
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What quality assurance systems needs to be place to make this role work?
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How will the role contribute to the quality assurance systems in the organization?
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Conclusion
Jump to
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Abstract
Introduction
Business planning
Human resources
Organizational culture
Clinical governance
Conclusion
References
Jump to
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Abstract
Introduction
Business planning
Human resources
Organizational culture
Clinical governance
Conclusion
References
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