It’s hard work setting up a business. Research shows moving from start-up to scale up presents new and equally demanding challenges. High growth organisations face challenges in recruiting the right talent to meet their growing needs, developing the leadership to continue to inspire and steer the organisation, the perennial access to finance issue and the need to create the right structure and culture capable of delivering the vision.
As more businesses become clearer about their vision and commitment to values, so more start-ups seem to reach a situation where a choice needs to be made. Many make the decision to stay small so that they do not compromise their values. Others sell out to larger organisations, checking out before the original vision is compromised. But there is another way.
I have recently been working with a small company committed to sustaining great relationships and flexibility for its staff and delivering high-quality services for its customers. Supporting people with disabilities at home, and in hospitals and schools; this company also wanted to make its services accessible to everyone it could it make a difference to. Growth was in line with its values and essential to delivery of its purpose. This company could not stay small and align with its values, it could not limit its growth and fulfil its purpose. On the other hand, the co-founders were adamant that they did not want to develop into a hierarchy with layers of management, bureaucracy and tomes of policies and procedures. This was not what they were about.
They were at a crossroads and took the brave decision to find another way that would promote sustainable growth, align with their values and help them live the meaning of their organisation. Taking a new approach to developing an operating system and organisational design that intentionally creates the culture you want and promotes the values you founded your business on, is a realistic and prudent option. There are now thousands of organisations adopting self-managing techniques and creating their own non-hierarchical organisational structures. Asking new questions, they find answers to attracting, growing and retaining the right people, being agile and remaining relevant to their customers, staying true to the original purpose and therein delivering the real value of the business. They found that all can be more successfully delivered by adopting these new ways of working and growing their organisation.
Entrepreneurs are by nature innovative problem solvers, adept at creating new opportunities. It’s vital to embrace innovation and seek new solutions in all aspects of your enterprise. There is a huge opportunity for growing businesses to exploit by adopting these new operating systems and agile structures. Time to ask the new questions, how can I stay true to my values and grow a successful business? Lots of growing businesses are already finding out.
Reflecting on my experiences of bringing new ways of working to organisations working in health and care in the UK led me back to Laloux and the section in the illustrated version of his book which I have used often. It discusses the many ways to start. Whilst I accept the experiences of colleagues working into other sectors and in other countries, in the UK statutory health and care sector I think that first method described, experiment in a team, is being misused. This is particularly true in the NHS. There are examples where new teams have been established as pilots and have produced great results, delivering real benefits for the staff, care receivers and their families. However, these projects continue to exist in isolation or once the pilot period is over or the extra funding runs out, the project is closed. This is not unique to the area of self-managed teams, there are other innovative and progressive projects that have produced great results and been closed at the end of the project term. Often at best, a diluted version of their new learning and practice survives and is transferred into a traditional system which sterilises and assimilates it into its mainstream thinking.
Brian Robertson writes about how “corporate antibodies come out and reject the bolted-on technique, a foreign entity that doesn’t quite fit the predominant mental model of how an organisation should be structured and run.” I think this perfectly describes what is happening to many of these projects and pilots in the NHS. They are hosted for prestige and welcomed for the extra resource that comes with them, but there is no commitment to change in the wider host organisation.
Unless we commit and work to achieve a real paradigm shift in the host organisation and wider system, the pilots and projects will continue to fail to realise their full potential. When we do this, we waste time, money and energy and most importantly erode the hope and motivation of the people involved in the pilot work.
Whilst we cannot change a huge organisation instantly we can build intentional architecture to support transformative change.
First published 29th January 2019 British Medical Journal
There has been much discussion about social prescribing since funding announcements were made over the summer. Yesterday it was announced that more than 1000 link workers will be recruited by 2020-21 to help with social prescribing. I understand the appeal. I recently worked with a group of GPs who despaired that what they had on offer could not help most of their patients. Many of the people they saw did not need diagnosis or treatment, but access to social opportunities, debt advice, or lifestyle support. Social prescribing can help us feel that we are doing something useful, and it also taps into the prevention agenda. How much more efficient we could be if we prevented illness. However, I have some concerns. Social prescribing is being talked about as a new panacea. I think it could make a difference, but only if we agree its intended purpose and deliberately align our approach to this.
Is the aim to reduce demand in GP surgeries to help manage increasing demand? An aging workforce and difficulty recruiting and retaining staff compound capacity issues. GPs aim to provide what their patients need, and they want to make a difference. Some hail social prescribing as a return to the service they used to provide 25 years ago, before the implementation of the 10-minute appointment. Diverting demand to a community marketplace and seeking to reduce future demand in this way could be helpful. But, this aim is about moving demand in the system from one place to another, and does not challenge the system itself.
Social prescribing is also described as a lever for change, which aims to redefine medical practice, help GPs embrace a holistic approach, connect with the communities they work within and deliver person-centred care. It has been reported as a radical new way of working. An approach to deliver the prevention agenda thereby reducing demand permanently and creating a sustainable health and care system for the future. These aims are transformational, they intend to change power relationships, beliefs, and attitudes that underpin our practice, and the way we design and deliver services.
I believe this initiative does have the potential to deliver transformation. Social prescribing could be a way to build communities and individuals who are health literate, motivated, and resilient enough to promote their own health and wellbeing. However, social prescribing can only deliver this if we act intentionally and align the way that we design and deliver the programme with this purpose. We need to learn lessons from other similar initiatives. The story of Sure Start shows how we can unintentionally destroy social capital in a well-intentioned attempt to improve things. The evaluation showed how Sure Start adversely impacted on existing community provision for young families such as playgroups and how the Sure Start services were used more by families from higher socio-economic groups. I recently spent time with a small community arts project. They told me GPs want to refer to the project, but are unable to. Referrals can only be made to services that have been funded by social prescribing money. The arts project will close soon as their previous funding source has ceased.
But there are some positive examples. The “social prescribing” that has been taking place in mental health services for over a decade has much to teach us. Initiatives such as Creative Minds which is run with South West Yorkshire Partnership NHS Foundation Trust have achieved impressive results. The approach that they used gave resources and the power to decide how to deploy them to the people who would use the services. If we ignore this learning and continue to use traditional language, thinking, and tools to implement social prescribing then, we will not deliver transformational results, but perpetuate, and maybe even worsen, the current situation.
The words “social prescribing” do not challenge the traditional medical sphere, but reinforce it. Accessing these resources requires a visit to and referral from the GP. As funding is directed to support this scheme, GPs will become gatekeepers to services that people used to access directly. Deprived of funding, the provision people used to attend independently will cease. We may unwittingly increase dependency, rather than promote independence. If we intend to deliver something radical, we must design services in a way that involves GPs in civil society and which can manifest the community’s own definition of health and wellbeing. For communities to promote healthy lives, we need to recognise their strengths, delegate power and resources, and trust and support them to build resilience. To deliver change in the system we will need to change ourselves, our attitudes, the way we work, and our relationship with citizens and communities. Designed in the right way this initiative could deliver huge benefits, let’s not waste it.
A Tactical Meetings is a meeting which uses a specific process to structure discussions and decisions. The process is part of the holocracy model and is often adopted by self-managing teams. Holocracy, and some of the processes it uses, can be very appealing to teams and organisations which prefer to focus on what needs to be done in order to become self-managing. Good processes can be hugely beneficial and in health and care and better ways of getting things done are very attractive. They tap into the concern we have about efficiency and spending as much of our time and resource as possible with the people we are caring for. Minimising the time spent and maximising the efficacy of meetings is a good thing. However, if teams and organisations are not also paying attention and dedicating time and effort to the issue of wholeness; adopting these methods and misapplying selected elements of holocracy can make current challenges much worse. As the breakthroughs of wholeness and evolutionary purpose are often more challenging for traditional health and care organisation and their leaders, there is a tendency to focus on the self-managing team aspect and concentrate on processes that enable this. Below are two case examples from my work which help illustrate this.
Tactical meetings were adopted by a new subsidiary business set up to be self-managing. It involved a team spread over a large geography. The new business intended to make good use of technology and be very efficient with time. Team members would not need to meet unless they were delivering a service together. All team interactions were online and tactical team meetings took place as a video-conference. Some staff worked part time for the new subsidiary business and part time for the parent company. Team members working in the established parent company met regularly in their shared office and naturally transacted business for the subsidiary company in this existing office space too. As holocracy had not been adopted as a whole system, there were gaps in communication information was not accessible to staff located outside the physical office. In the subsidiary company Tactical Meetings were held weekly and lasted between 30 minutes and an hour. Members not present in the parent company office found these meetings confusing and unhelpful. They often felt ill-informed, excluded and frustrated that there were not enough opportunities to discuss their work and develop relationships with colleagues in the Tactical Meetings. There was no other opportunity outside them. Staff working in the parent company office viewed the dissatisfaction expressed as due to the new team members having difficulty adjusting to the Tactical Meeting process and advised them to read the holocracy literature. Relationships had not developed that enabled these difficult issues to be discussed in more depth. The subsidiary business struggled to make progress and the team saw a 40% staff turnover rate in its first year.
In a large organisation an established team had problematic weekly team meetings that lasted at least 2 hours. Staff were frustrated that these meetings often failed to make progress and some team members admitted to avoiding them if possible. The team agreed to try a Tactical Meeting approach. They found it tough to comply with the rigid format and at first, keeping and updating records and formally preparing proposals outside of the meeting felt like an extra task the team did not have time for. The team persevered and within a month the tactical meeting process enabled weekly business to be progressed in 30 to 40 minutes. The team paid close attention to relationships and wholeness in developing their work together as a self-managing team. The Leadership did not demand the time released by the Tactical Meeting process to be turned over to more “doing” but allowed the team to make its own decisions about how to use the time. The team used it to implement new practices which strengthened their relationships and ability to be together. In the newly released “Team Time” staff brought their lunch to share to the first 20 minutes of the meeting and used it to catch up with each other as colleagues and friends. They then scheduled the remaining time to concentrate on things that they viewed as important. This included discussions on new best practice and legislation, enabling them to develop professionally as individuals and as a team. They also held discussions about how they were experiencing organisational policies and the impact these were having on their practice. These conversations explored how their work was aligning with their team and personal values and purpose and informed actions they took on this. Deep conversation and learning enabled significant enhancements of practice to the benefit of the organisation. This was possible because of the attention paid to the needs of team members and developing and maintaining trusting relationships in the team.
New ways of working deliver real benefits when all aspects are pursued with intention. It is possible to implement self-managing processes in isolation from wholeness and evolutionary purpose, but these will not deliver and may even cause harm. Whilst it can seem a familiar and attractive option, the focus on processes alone help perpetuate the thinking, attitudes and behaviours which created the challenges we currently face. Only by focusing on practice and adopting practices that enable wholeness and enhance our ability to sense and pursue purpose can self-managing systems deliver the benefits they promise to health and care.
Transitioning to a new way of operating is big. It is not only about the processes but perhaps more importantly about the culture created and developing people to work well within it. Like the world of private business, leading an organisation into this transition will require courage, creativity and authenticity. A body of work has been generated on organisations setting up to be self-organising. Laloux is currently focusing on organisations making the transition. In my work in health and care I have tried to build on Laloux’s insights. These are the foundation stones I have found to be essential in setting the scene for successful and sustainable progress.
1. Declare your intention.David Marquet talks about developing distributed leadership by announcing intent. It is important to lay good foundations to build upon and to prepare an organisation for the change. Communicating in a way that models the vision you are hoping to achieve is vital. All staff, regulators and stakeholders, leadership and the communities it serves must be aware of what is being planned. They need to hear about it and be inspired to talk about it and explore it. There will be many levels of awareness and understanding in an organisation and wider community. Many staff will view this as another management fad. People are busy and have day to day tasks to focus on and may not see this as a matter they need to pay attention to. Socialising the approach and the intent to move in this direction is key and worth taking time and effort over. It is vital that organisational leaders are leading this process, staff and the community need to know that leaders are signed up to this. Being able to articulate the vision, explain the challenges it answers and the opportunities it offers is a leadership task. Using the narrative to connect to the values and purpose of the organisations past and project and reinvent these for the future will inspire people to action.
2. Align values and approaches across the organisation and communityMaking firm connections between the ethos of care and the values that underpin this and the way the organisation operates helps people make sense of the direction being taken. In health and care increasing demands are being met successfully with work which is
Organisations moving in this direction must successfully align person centred approaches to care, customer focused approaches to corporate services, self-managing approaches to operating systems and underpin these with values and behaviours that demonstrate a commitment to wholeness and delivery of purpose.
3. A clear line of sight for values and purpose. Once people begin to understand what the vision is about two needs will surface. The first is around aligning individual values and purpose with teams and with the organisation in its new form. Many organisations have purpose and value statements that provide decoration on the walls. They are not evident in the behaviour, processes and decisions of the organisation. An organisation needs to review its purpose and values. It needs to appreciate and acknowledge the values that have brought it to this point and to ask if these are the values that can deliver it into the future it has envisioned. An approach that creates the space for people to explore this whilst at the same time giving a clear indication of the direction and vision is needed. This can be a challenge for organisations used to operating by consensus as this is not about negotiating a compromise.
4. Expect the usual reaction to proposed change. The second need, or to be more accurate this happens concurrently with the first, is people ask what does this mean for me? Do I have job, what job, how much will I earn, where, who with, doing what, how will it work? Or, will I get a service, who will work with me, where will they work, will it be as good as now, will I have to pay, and what about…? The list of questions and the detail that people will request can be surprising to leaders who more usually concern themselves with strategic matters. If someone has been able to align their personal values and purpose with the new direction set, they are more likely to want to work through these details and co-create a solution. The direction, way of working and cultural elements of the vision may seem new but the way people react to proposed change is not. Being very clear about the direction and confident about the ability of the organisation to achieve the change is important. A huge advantage of working in health and care is a workforce that is adept and eager to solve problems themselves, but this will not happen immediately. People need to time to sense make and decide what they will contribute. There will be a segment of staff and members of the community who are supportive and see the potential, but the rest will be unsure or already have decided this is a bad idea. Whether intentional or not, within the power hierarchies that exist, mangers will influence their staff and staff influence the people they care for and support. Leaders need to be working proactively to provide meaningful opportunities to explore and to direct the change process. At this stage the Leaders will need to outline and hold the space firmly for staff to take some first steps. They will need to issue invitations to people to step up and create the next stage of the journey of the organisation’s evolution. Resources are scarce, and it is possible to send a huge amount of time and energy with people who will not be influenced to support the change. Leaders need to focus attention and follow the curiosity and energy that emerges. This can feel uncomfortable for organisations that are used to a more traditional consensus approach.
5. Activate the whole leadership team. Counterintuitively perhaps, evolving into a self-organising system requires great leadership. Leaders need to understand and be confident about their role in this new type of organisation and clear about how they can support the current organisation to evolve. Their first task is to create and tell the story about why organisation is doing this and what it will be like in the future. Leaders need to be coached and supported to hold the space and issue invitations for staff to step in and take up vital roles and pieces of work. They need to plan and to rehearse their response for when things go wrong. It is important that they are there to hold a steady course and remind each other of “how we do things now around here”. Teams that will be first to try out this way of working need to know that Leaders really mean it and that they will be supported, when things go wrong.
6. Create new ways of communicating. This means moving away from hierarchical flows of information to networked conversations where staff can see work in other parts of the organisation and contact those who can help them or make offers to those they can assist. Leaders and staff need to develop confidence in storytelling and develop more transparent communication. This is not about marketing this is about authentic exchanges between colleagues. Sharing honestly their intentions and anxieties; what they have tried, what worked and what didn’t work.
7. Create new ways of learning. Developing opportunities to self-manage and self-direct learning individually and as part of teams is essential. This may mean a move away from a set menu of in-house courses to facilitating staff to set up their own research and learning programmes. Opening conversation and sharing experiences with other organisations both inside and outside the health and care system offers huge advantages. Supporting staff to develop these skills and confidence to facilitate communities of learning and establish learning networks help to create an organisation that can keep learning and improving, a vital skill to sustain self-organising teams.
8. Practice as an organisation. Being alive to opportunities to introduce key practices across the organisation. These can be very small and support key aspects of this way of working. For example, tactical meeting processes or parts of the process such as checking in, adopting circles as a way of exploring and deciding, and integrated decision making can be useful across the organisation even before it adopts the other ways of working. Adopting these at senior levels and in forums where vitally important work is conducted sends a strong message and enables leaders to share their experiences as peer learners with other staff adopting the new ways of working.
9. Wholeness This is a part of this work that many organisations struggle with. In health and care we are confident with the rational and scientific and have recently began to work more competently with the emotional and spiritual aspects of supporting and caring for people. We do not currently feel so comfortable recognising the emotional and spiritual with our staff and in our own work. Organisations in health and care can often open this door by talking about Wellbeing. This is an arena that allows us to recognise the emotional and spiritual health of staff as contributing to our ability to provide compassionate care. Widening out this agenda to include issues that we label as equality and diversity helps us to recognise other facets of a whole person. Lifestyle, culture, sexuality, caring responsibilities, disabilities and talents are all part of a person. Previously in recognising only the “professional slice” of our colleagues that we allowed at work, we failed to recognise their talent. Getting to know our colleagues better, seeing beyond their job title and banding and recognising aptitudes and talents allows us to make best use of potential and provide meaningful fulfilling work. Without this key aspect in place and staff feeling valued and respected as people, it is difficult for staff to find the motivation and confidence to step into the arena of self -organising and there is a risk that this becomes just another type of restructure.
10. Follow the invitation and the curiosity. The move to self-managing teams is often the focus of attention but this is only enabled at scale by building on a foundation of local success. Supporting teams who are energetic and curious to test and learn about how they can use these approaches will build these successes. There may be a temptation to resort back to usual programme management methodologies and impose a roll-out schedule. There is an increasing body of research that suggest that this is not effective, and this approach does not align with the values of the work being undertaken. Teams can be supported to build on their strengths in practices and processes that already speak to this way of working. Similarly, they can identify new practices that can help them with a current challenge. There may be a set of core processes and behaviours the organisation would aim all teams will adopt. Supporting teams to start where it is most relevant and important for them is more likely to lead to sustainable success. Enabling them to report progress against minimum specifications and purpose supports the change being pursued.
11. Look for minimum specifications and maximum trust. This is an opportunity to do some spring cleaning. We are great at establishing new rules and meetings to address our latest concern and not so good at getting rid of them when they no longer serve our purposes. Asking what staff and services need to do and what must they not do is a simple way to begin to outline a minimum specification and to jettison processes and procedures that support the old way of thinking and working. Reviewing the complicated data collected and co-creating KPIs that reach into the heart of what is important to everyone can provide meaningful and robust assurance.
12. Celebrate Collect the stories and tell them inside and outside the organisations. This sounds very simple but in health and care there are anxieties about sharing our pioneering work and being criticised. A sensational press headline or hostile parliamentary question can squash innovation and lead to accusations of irresponsible practice and imprudent use of scarce public resources. There will be people who find their positions and practices threatened by these new ways of working that are keen to find evidence of failure. Its vital to set the tone. Talk honestly about our experiences, the challenges being faced and the anxieties that are surfacing. Sharing the stories about the practices that are emerging and the learning and knowledge with the wider organisation is an essential task. Most importantly is enabling the staff and the people they support to talk about being able to do what is important and how they can make a difference. Describing how they have taken tough decisions together and how they are held accountable for them.
13. Support develop and coach. The ethos that underpins this approach is about learning and development on a personal, professional and organisational level. There are already schools organised and teaching using self-organising systems, but at present most of the people currently working in or being recruited into health and care will not be skilled or confident in this way of working. Building safe environments where feedback is generative, learning is generous, and coaching is the way things are done around here is essential to helping staff and citizens thrive in this new environment.
14. Be clear about assurance. Laloux cautions “a common mistake is to get rid of existing control mechanisms without putting in place what’s needed for systems to self-correct.” This is an arena that causes much stress in the health and care system. I have experienced several Boards and leadership teams who are rich in all kinds of data processed through a range of meetings but when asked still cannot answer confidently “how do you know”? There are some key pieces of data and, some information that organisations are required to collect and report for political reasons. These measures do not necessarily add anything to our ability to assure or improve. Being very clear about purpose and values and using data and reflective techniques to understand delivery of purpose is key. Rethinking the information provided and distributing it to teams in a form that enables them to understand where they are at is a new activity for most health and care organisations. Adopting an approach of “behind every stat is a story” is also helpful in encouraging data to be linked and conversations to be held that enable us to really understand what the position is and why.
15. Continuous improvement. This is properly and closely linked to assurance. In health and care there is a focus on continuously improving safety and quality and a yearly round of cost improvements imposed on every budget. Most staff I have worked with are genuinely committed to doing better for the people they support and care for. They strive to improve in difficult circumstances. Improvement is no longer about doing the same things more efficiently but about challenging ourselves to understand the value in what we do. Moving is this direction requires us to rethink our approach to improvement and focus it around achieving our purpose and creating value for the people and communities we serve.
I responded to Anya De Longh this morning. https://blogs.bmj.com/bmj/2018/10/03/prescribing-personalised-social-pharmacological/
I describe myself as having an allergic reaction to the term social prescribing and this I think my answer below helps to explain why.
It’s good that we are starting to recognise health as social and develop our practice accordingly. I worked with a practice recently where GPs were frustrated that what they could provide was not what their patients really needed. It was important to them and to most health care staff to know they can make a difference. Social prescribing enables them to do more of that. I had a conversation yesterday with someone who works for a CIC. They have a 30-year history of working with disengaged and hard to reach groups on community projects which make a difference to the individuals and help build the communities they live in. However, the CIC is under threat as the funding streams from local authorities, youth offending schemes and regeneration have disappeared. He had a conversation with a local GP, aware of the impact of the work the CIC does, who wanted to have this option on his prescribing list. However, a further conversation with the practice manager revealed this was not an option, they could only prescribe to funded projects and social prescribing funds have been cascaded down the health route. By trying to deliver a non-traditional approach in a traditional way we are at risk of further limiting the choice of the people we seek to support. We are viewing the issue through our own “health lens” and allocating resources according to our values and agenda. Activists are receiving the message that if they want to do something in their communities they must fund it themselves or rely totally on volunteers. If we are serious about empowering individuals to take responsibility for their own health and supporting communities to provide opportunities for this to happen then we need to give them the power AND the resources to do this. The issue with social prescribing, which is reflected in the language we use is the power and control. Social prescribing is a good start. I hope that as we change the language of this developing practice we can change the attitudes and the behaviours that underpin it too. We just need to do this quickly or the further community assets that are being starved of resources will wither and die.
Part 2- Taking it Teal, addressing the challenges & taking NHS and Social Care values into the future.
When we consider the current challenges and approaches in Health and Care the reasons to “Take it Teal” become self-evident. The challenges are big and complex and making what we already do more efficient will not help. Indeed, there is evidence that some of these previous initiatives have been counterproductive and have disengaged staff and left citizens dissatisfied with the service they received.
The programme to develop Integrated Care Organisations is already underway. Based on subsidiarity, there is no central blueprint, local health and care systems are designing what can improve health in their own neighbourhoods and across their own systems. Moving towards self-organising systems and self-managed teams requires a similar approach. There is learning and experience that can be shared but each system and organisation will need to make it their own. It makes sense to align subsidiarity in the systems and neighbourhoods with subsidiarity in the services that support these neighbourhoods to give them the agility to meet local needs.
Health care used to provide treatment for episodes of illness. Its task was to fix the problem and discharge people back to their usual lives. It now needs to deliver long-term support to growing numbers of older people and those living with long-term conditions. This means enabling self-care and self-management of long-term conditions. To be successful health staff need to focus on what’s important to the citizen they are supporting and provide person-centred care. The educational, coaching and developmental techniques used to support citizens to step up and take control of their health and wellbeing are the same approaches that can support staff to take control and manage their own work. Working in this way restores the autonomy removed from workers in recent times and gives them back the ability to make a difference. The improved job satisfaction and customer satisfaction which results improves recruitment and retention rates, another key issue in today’s health sector.
Our current approach to health, treating our illnesses and conditions, is not sustainable. We need to work upstream, promote wellness and prevent illness. Health is social, there is a physical element to this and a great contribution that medicine can make but we need a broader appreciation of what makes us healthy and feel happy and well. We recognise that our neighbourhoods and communities play a vital role and we are developing towards being able to value them and work in ways that respect this. In organisations we know that the culture in which we work has a dramatic impact on our performance and our staff wellbeing. Creating organisations and working in ways that maximise the health and wellbeing of our staff and respect and value our communities is a moral imperative. These new ways of working enable us to do this.
In health care we are now more accepting of the emotional and spiritual aspects of health, we can prove the benefits of compassion and more holistic approaches to care with patient outcome data. It therefore makes sense that we should view wellbeing and wholeness for our staff in the same way. Creating workplaces where we welcome the whole person allows us to address issues of equality and diversity in context, not as a separate issue. It allows us to value and harness all the talents and passions of our staff to their work, not just the slither of person that might be reflected in a job description. It enables us to model health promoting approaches for other organisations in our systems and treat our staff in the way we hope they will treat the citizens they support and care for.
Safety, quality and continuous improvement have long been a focus of healthcare with varied success. Self-organising approaches release the energy of staff and teams committed to doing their best for the people they care for. These staff are best placed to spot the dangers, experience the frustrations and identify the improvements that will deliver the biggest advantages for the people they support. Continuous improvement is an integral part of the self-management team approach. Adopting self-organising approaches in teams and supporting them to pursue their own improvement agenda rigorously will produce the safety and quality we aspire to.
Adopting this approach allows organisations to align their operating process with their approach to delivering to their purpose and providing care and support to improve the health of their communities. Whether we look at NHS values, the 6 Cs or the 7 principles of care, this way of working enables us to live them. If we are serious about preserving these values and principles and creating a way for them to not only to survive but thrive into the next 70 years, this is the way forward.
Laying the foundations for a next stage health and social care organisation- Part 1 Reinventing Health & Social Care, the art of the impossible
Some new organisations are set up with the intention of being self-organising but for many the challenge is a different one. The way an organisation that exists within a traditional management and hierarchical structure can reinvent itself is a focus of Laloux’s current work. This is the reality of most organisations in health and social care. How can it be possible to take a traditional health and social care organisation and move it towards being a self-organising entity? As the Reinventing Organisations movement emerged four years ago, I remember conversations with leaders of new self-managing organisations in the private sector who told me it was quite impossible. They were wrong.
Self-management is the aspect of this new way of working most focused on. The reports of significant savings in the costs of corporate functions, coupled with the ability to re-engage staff through autonomy and improving the quality of services provided, are very attractive. In the health and care world, which traditionally values doing, there is a temptation to focus on re-organising and how we “do” self-management. Ignoring the other elements that make this approach successful, the culture we create, our purpose, the values and beliefs we hold and how it feels to work or receive services are a vital part of this approach and must demand our equal attention.
There are various possibilities when considering a transition to this way of working. Some organisations create teams to pilot this method, working as part of but distinct from the larger organisation. To protect this new way of working many projects build a firewall between the pilots and the existing organisation. All communications and interactions are channelled to the new team via a small group of staff and the workload and resources of the team are protected from processes that are used in the wider organisation. It is not yet clear if this approach can successfully transition the host organisations to a new way of working. Indeed, in several organisations hosting these pilots, it is not clear that the organisation itself intends to make this move.
There are examples in private industry, perhaps Zappos being the most famous, where leadership has taken the decision to move the whole organisation in this direction and issued an ultimatum. For health and care organisations, who need to ensure safe continuous service, this is not a practical option. Customers may be inconvenienced by lack of new shoes but people and communities would suffer if health and care services are badly disrupted. This adds a whole new dimension to the challenge of change. There are several examples where action by staff groups and communities have halted or seriously disrupted change initiatives in health and care and organisations. Organisations making this move need to be mindful but not paralysed by this awareness.
An alternative approach is to work with a whole organisation and support it to evolve in this direction. Some organisations may dismiss this as too complex, too risky and too slow. Indeed, it is not a journey that should be embarked upon without significant consideration, energy and courage. Perhaps because of this, I believe this approach is more likely to deliver successful and sustainable results. When working in the field there is often a request to supply a route map or a project plan to “roll-out” the approach. People want a set of instructions, that if followed will get the organisation to where it wants to be. Herein lies another challenge. This methodology is founded on the belief that rigid long-term plans are not helpful in the VUCA world our health and care organisations inhabit. Every organisation must be alive to its purpose and constantly responding to the needs of the people and communities it serves. The route followed by one organisation, or even a service area in a large health and care organisation, will be different from another. It needs to be, or the organisation will not be taking full advantage of the intelligence, talent and passion of its frontline and the communities it works with. There is no one route map and organisations should beware of anyone that tells them there is.
On the other hand, there is a growing and generous community of health and care organisations who already work in this way. They generate learning and advice that can be taken and built upon. From this we can identify some useful foundation stones on which we can base our work. (Read more about these in part 2). We can use this learning intelligently and intentionally to evolve an organisation. Using methods that align with the self-management approach is important in achieving the cultural shift needed for the work. Used skilfully it can provide the pace and assurance of usual project infrastructure and will provide more successful and sustainable results. When we step back, this method is not so different from the work being done to create Integrated Care Organisations. There is no blueprint for this either but a commitment to move in this direction, courage and a willingness to learn together is driving this forward. The content of the work and way the principles are woven together in the new way of working may be new, but health and care has been evolving new approaches, breaking new ground and achieving the impossible for decades. It’s time to rediscover those abilities.
1. Self-management means no managementIn traditional organisations the tasks of decision making, providing expert clinical advice, allocating work and resources and monitoring and assuring the work being done are often all part of the managers role. In a self-organising team these tasks still exist but are done in a different way. Teams that work successfully adopt processes to help them manage themselves and hold each other accountable. The process of peers holding each other to account about their practices and efficiency can be much more powerful and effective than traditional management methods. Common techniques teams use to help them do this are tactical meetings, integrated decision making, regular consideration of statistics and stories that enable the team to know where they are at and plans to continuously improve.
2. There is no hierarchy
There is no power hierarchy, no-one is given power over their team mate. Natural hierarchies do arise and are encouraged by building an environment that welcomes the whole person to work. Someone who is considered efficient and fair is an obvious choice to fill the role of organising the rota or can be the “expert” that supports others who want to develop the skills and aptitudes for this task. Similarly, a colleague who is an expert in a clinical aspect of work will naturally take a lead in discussions and developing practice in this area. She may even find she is asked for advice and input by other teams.
3. Teams are left alone to get in with it
Teams are supported to self-organise by coaches or facilitators. Coaches and facilitators have no power in the team. Their role is to provide advice, information and support the team to make decisions and resolve issues. Depending on the type of team or organisation, some teams are also supported by business managers who handle contracts on their behalf or carry out other specialist functions.
4. Teams act independently and do as they please
Teams taking decisions often use integrated decision making and the advice process. This ensures that they take advice from any experts and talk to anyone who may be impacted on by their decisions. The decision is the teams to make but they will be taking the decision having integrated any views and objections they encountered. Teams may also link with other teams to consider issues they have in common. For example, teams may send representatives to a meeting that they have empowered to make decisions about staff training. The meeting would be accountable for planning the programme and spending the budget on behalf of all the teams. Systems and processes based on holocracy or sociocracy are often used to connect teams and their decision making across larger organisations.
5. There is no leadership
There is distributed leadership. Many people taking different roles will be required to take decisions as defined by their role, instigate action, resolve problems and monitor quality and outcomes. Especially as an organisation establishes itself or makes the move to become self-organising leadership is key. Leaders need to create the spaces for the self-organising behavior they wish to encourage and keep inviting people to step up and take part. They need to have courage and hold a steady course as the organisation encounters its first problems and setbacks. They need to articulate the purpose and values frequently and clearly so that teams can make decisions and check they are in alignment. Leaders need to create the environment in which the teams can flourish. They need to collect and provide information to teams to make great decisions and to external regulators and stakeholders to assure them that the services provided are safe, effective and compassionate.
6. Only highly skilled senior professional staff can work in this way
Anyone in a health or care organisation can work in this way. We already have many of the skills and self-organise in non-work situations all the time. There are examples of the lowest paid, lowest grade staff working successfully together in self-organising teams. There are also examples of the highest paid, highly trained and educated staff who have not been able to work successfully in this environment. The approach is about working as part of a team. Being able to give and receive feedback, being accountable, being supportive, being humble, being proactive in identifying and solving problems and being trusting and trustworthy are all attributes of successful self-organising team colleagues.
7. There is a blueprint about how to do this
The teams and organisations working in this way are very generous. Both inside and outside health and social care they will share their experiences and knowledge with you. There are lots of shoulders to stand on to see the way forward for your team or organisation. This way of working is so successful because it enables every individual to contribute their best to their team. Similarly, it enables every team and organisation to offer what is most useful to the people and communities it supports. As a result, each organisation will be different. Indeed, each team made up of different team members and serving a different community in an organisation will be different. The thing that unifies them and serves to measure their success is that they can fulfill the organisations purpose for the people and communities they serve. There is no blueprint but there is a lot of knowledge and experience that you can use to plan your own journey.
Jane Pightling www.evolutonaryconnections.co.uk
Values based recruitment? Only if you mean it.
Values based recruitment is becoming an increasingly popular practice. It’s been around for a while now in health and care and lots of other industries too. Charities such as Skills for Care offer toolkits and support. The NHS offers its own guidance and organisations like NHS Employers offer similar resources and services. It must be a good thing, right? Organisations using these methods report many benefits including improved staff morale, lower sickness and absence rates and better quality of services provided. Skills and knowledge can be developed once someone is in the job. Knowing that a new employee shares the values of the organisation and will fit well into the team culture is surely something worth putting time and resources into.
I think value-based recruitment is an amazing thing. I experience great joy working with organisations to develop and deliver values-based recruitment approaches. There is nothing more satisfying than working with a group of people and being confident that the organisation has got the right person for the job and the person has got the right organisation for them. It’s as much about the person choosing the organisation as the organisation choosing the person. Its wonderful to see people grow and develop in an environment where they can flourish, and I believe values-based recruitment can provide a great start to enable this to happen.
As this language and practice becomes more popular I would add a caution. As an organisation and a leader you must really mean it. As an organisation its worth spending time and effort considering your values. Are they relevant? Are they alive in your organisation underpinning the decisions and demonstrated by actions and behaviours? Your values statement must be authentic and as a leader you must live it.
The dark side of this practice is recruiting staff to your espoused values and then failing to deliver. In health and care the values we look to align are our core or focus values. These are the ones that when fulfilled provide meaning to our work. Values change depending on our age, experiences and circumstances but some remain more constant and are rooted in our upbringing and culture. These values are the ones that when transgressed are likely to provoke us to shout back at the television, to dislike someone or be extremely angry with them.
When someone is recruited on a values basis to an organisation, they believe that they share values. The organisation offers them a vision of a world the person aspires to be part of. They expect to experience their core values in their day to day work. When the organisation fails to deliver this the effects are devastating. As a coach, the people I support to make decisions about career future where core values have been transgressed are the most angry and bereaved. When organisations do not deliver on values-based promises people feel utterly betrayed. This is dreadful for the employee and damaging for the organisation. These people do not forget their experiences and sometimes do not forgive easily.
Values based recruitment is amazing if executed sincerely based on authentic values which the organisation is truly committed to. If not, then please don’t use this as the latest marketing tool to attract new staff in a demanding market. The results are cruel and messy.
Jane Pightling has experience across the public, private and charitable sector. Through her work in the NHS Leadership Academy and her consultancy Evolutionary Connections she developed complex systems leadership capacity, providing training, coaching programmes and establishing networks and communities of practice to sustain learning. She maintains her social work registration and her commitment to person centred and community focused approaches. Jane has a deep interest in the potential offered by new ways of working, designing and building organisations and communities that can best deliver this kind of service. She works with organisations and leaders to develop approaches that design in autonomy, wholeness and purpose.