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.
Thinking about the disengagement many health and care organisations are struggling with at the moment I took the opportunity of a long journey to revisit Brene Brown. She has some useful thoughts. When I think about the cultures of many health and care organisations and the belief and value systems of powerful groups that work within them, there is a discomfort with the spiritual and the emotional. In health care we are beginning to accept the health promoting power of communities and recognise the destructive impact of loneliness and isolation for the people we support and care for. We are much less able to recognise and embrace the potential of emotions and spirituality in our staff and our leaders.
Brene argues that it is vulnerability that is the core of all of our emotions. By walking away from our vulnerability we walk away from emotion which is what brings meaning to our lives and work. Vulnerability, she argues, is what we need to do difficult things well. When we have difficult conversations with our colleagues and the people we support and care for from a place of vulnerability we make real connections, enable new possibilities and make a difference. When we recall instances where we have made a real difference to the lives of our colleagues and the people we support and care for we can often identify how we took the risk and courageously showed up as our real selves.
Many organisations are struggling with situations where this courage is lacking. Staff experience a disconnect between their values, often the values they thought they shared with their organisation, and the way they experience their work and organisational leaders. They experience shame, believing they are not good enough and their organisation is not good enough. When staff work for organisations like the NHS, personal pride and identity is often closely tied to the reputation of the organisation they are part of. Being told by public leaders and the media that the organisation is not good enough, that it is failing the people it intends to serve, is a message that has been taken on board personally by many staff.
Brene also identifies the impact of comparison and how this can limit our creativity and enforce a very narrow standard that excludes many of us and cannot meet diverse needs. As I think about our preoccupation with comparing ourselves across and within health and care organisations I can see that this is true. Staff who have a deep understanding of what is important to and needed by the people they support are denied the opportunity to create new ways of working and delivering what’s needed as practices and ideas are transplanted from other “more successful” places.
So if we revisit Brene and apply what she has to say, what would it be like? We would intentionally create organisations where our emotional and spiritual selves are valued and we are supported to be vulnerable. Places where our courage to be vulnerable and do difficult things with authenticity is recognised and celebrated. Where the need to be perfect is not allowed be the enemy of good. Organisations where we make comparisons to learn not to shame, and to help us consider who we have excluded. Where we can talk about the guilt of making a bad decision or doing the wrong thing from a place of vulnerability not shame so that we can learn and grow. We would create cultures where we can “Dare Greatly”. Where, as Brene would encourage us to do, we consider not what we would do if we couldn’t fail but what’s worth doing even if we do fail?
Inspired by Brene Brown (and airport delays!)
COULD SELF-MANAGEMENT SAVE OUR HEALTH AND CARE SYSTEMS? – INTEGRAL EUROPEAN CONFERENCE PRESENTATION 2018
By Anna Betz and Jane Pightling for Enlivening Edge Magazine Part 1
The role of transformative listening in transforming self and organisations
When both staff and patients have a lot of re-learning to do, we need to develop more advanced skills to listen more deeply to each other, to our own and each others’ values and motivations. We need to learn what it takes to use knowledge wisely to co-create health with individuals and communities.
Liberating creative potential encourages the emergence of new insights and practices which is evidenced by the newly formed Wellbeing Teams in the UK. The healing of our broken health and social care systems will require active support of self-care, facilitation of self-knowledge, and working in a highly relational way.
This work of healing is inseparable from the way we organise our larger systems of health and care.
Courageous and visionary leaders who really care for the system as a whole, and staff who are ready to live their values by working with patients in a way that is empowering, are starting to come together to co-create more dynamic organisational structures. The art of listening is central to this transformative work.
Initiatives such as Making Every Contact Count and Shared Decision Making and Health listen to citizens and support them to feel responsible for their own health, and to make lifestyle choices that will enable them to live the life they aspire to lead. This allows them to discover and keep doing what matters to them.
If we want to succeed in co-creating healthy systems and health-generating communities, we need to listen from a broader, less outcome-fixated perspective, and create together the conditions that become a fertile soil for the emergence of innovative ideas and practices. Professionals will need to redefine relationships with citizens, and to recognise that we can add value only if we co-produce a solution that recognises the citizen’s strengths, and focuses on what matters to them.
Similarly, our organisations need to redefine relationships with our communities. They need to learn to listen without trying to control outcomes, start giving space to communities, and intervene only when invited to help or requested to do things that the community cannot. In this article Anna discussed this aspect in more detail.
Jane lives and works in a community that is encouraging staff and citizens to embrace and participate in this new relationship as partners, spending time and resources listening to communities, and developing creative ways to support and provide what the community requests. This has meant developing learning opportunities and coaching for citizens with long-term conditions, co-facilitated by professionals and people with lived experience. It has involved diverting resources to enable citizens to set up groups and networks that meet their own needs.
For example, very small resources were required to start an outdoor activity group for dads and children wanting to improve their fitness or to provide a community meeting space for older people with mental health issues to talk and provide each other with support.
The setting up of groups and networks included diverting resources to fund a worker to work with homeless people, resisting pressure from the press and local politicians to “remove the problem quickly”. It meant working on the street, listening and waiting until the people themselves decided the time was right to change. It meant supporting the community to come together to develop town centre initiatives to connect existing resources and co-produce and co-implement a plan, securing new resources to provide accommodation and support people back into housing when they are ready.
To change the way we have been conditioned by our political, social and educational system to think about healthcare, organise, and deliver it, clearly requires new ways of understanding, designing, and providing it.
How can we discover an approach that is energising, revitalising, and enriching, one that builds on strengths and assets within and amongst individuals and communities?
It all begins with the quality of our listening and with allowing ourselves to be challenged and transformed by what we sense, hear, and feel called to do and manifest in our lives.
Allowing ourselves to be challenged without behaving defensively is connected to a certain quality of thinking or a mindset that we apply when we approach situations. What if the challenges we meet in our life and work are gifts to help us in discovering what else is possible? How can we learn to relate to our own experiences, to each other and to professionals in a way that is empowering and transformational?
Otto Scharmer calls the shift in mindset that enables us to connect with more of our human potential a shift in evolving human consciousness from habitual ego-system to eco-system awareness. An eco-system awareness is focusing not only on one’s own wellbeing but on the wellbeing of the whole which broadens the mindset and helps us to listen with more openness.
The authors Anna and Jane, along with Helen Sanderson, work in different roles in the health and care sector in the UK. We look forward to sharing with you at the Integral European Conference in May some of our experiences and practices, and we invite you to co-sense and co-discover with us where this journey could take us all.
If you are curious about the part you can play in re-inventing health and social care, why not register for the IEC2018 conference and join our two workshops on Friday 25th May? When you register to join the conference following this link don’t forget to mention that you are interested in the Teal Organizations Track.
Join the conversation and help to discover through deep listening what in Christiane Seuhs-Schoeller’s words our “superpowers” are. According to Ria Baeck “most people don’t know and are not aware of what their unique gift to the world is. It is just inside them, totally normal and easy to access.” She has tried to write it in these words: http://www.collectivepresencing.org/6-2-from-authentic-self-to-souls-calling/
To continue the conversation and engage in action together join us at the conference following this linkand remember to mention that you are interested in the Teal Org Track.
Part 2 of this article will be published soon.
Anna’s background is in Health and Social Care with training in Herbal Medicine, Socialwork, Mindfulness Practice, Transparent Communication, and Systemic Family Therapy. She practices a pro-active evolutionary approach to Health and Wellbeing and leads on projects in the UK National Health Service using Mindfulness and diet for people suffering from chronic inflammatory diseases like diabetes and dementia. Her passion for building thriving and sustainable communities inspired her to co-found the HealthCommonsHub. She feels at home in places where individual, communal, organisational, and social evolution meet, and where people support each other in becoming whole and feel enlivened.
The Sustainability and Transformation Planning process challenges health and social care to achieve two huge tasks. Redesign and build a new system around the needs of people and communities and do it in a financially sustainable way. To add to the complexity STPs are caught in tensions between central government and local control, long term aspirations and short term crisis and the recognition of the potential to realise huge change against the scepticism that this is just another way to cut budgets and services. It’s not only the outcomes and environment that are challenging. To succeed the system and the people in it must begin to work in a whole new way. Local leaders have been given joint responsibility to deliver. This demands a refocus from the internal hierarchies and individual organisations to spanning boundaries and building authentic relationships and networks across the landscape. Changing demographics and demands; depleted financial and staff resources; new technology; changing patient, staff and community expectations and redefining of illness, health and well-being all combine to create a complex, unpredictable and sometimes volatile environment for this work.
To work well as systems leaders, thinking beyond the usual focus of one organisation and instead holding what benefits the whole system requires relationships built on trust, shared values and the ability to appreciate contributions from all parts of the system. It also requires a huge change of perspective. We need to move from organisation based discussions focused on acute hospital ward closures to apply generative listening to the people and community who need the services and the staff who are passionate about and committed to providing it.
It is because leaders are now fully appreciating the situation and achieving the confidence to hold the space and step back that Communities of Practice are becoming a popular way of working. Communities of Practice work first to bring people together around a shared interest or domain. This can be a professional or academic interest and can also be about personal or lived experience. Bringing different expert experiences and tacit knowledge together and enabling people to develop shared stories, collective sense making and shared values develops a group identity and relationships where deep learning and new knowledge and practice can be developed. Communities can bring people together across traditional boundaries, encourage groups to identify their most burning questions and facilitate them to co-create new knowledge and practice in response to the most complex challenges. Staff involved in this way of working have reported a reconnection with motivations and values that they felt had been lost in their work. Patients, service users and carers spoke about being heard and valued as their experiences were validated and aspirations recognised. Perhaps most importantly Communities are generating innovative, sustainable solutions to sticky problems and creating real value for themselves, their organisations and communities.
Proof perhaps that “None of us is as smart as all of us”.
.Jane Pightling has many years of experience across the public sector, civil service, probation service, social services and the NHS. Through her work in the NHS Leadership Academy and her consultancy Evolutionary Connections she developed 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 and designing operating systems that can best deliver this kind of service. She works with organisations in health and social care to develop approaches that design in autonomy, wholeness and purpose to create highly engaged, values driven teams that are committed and capable of delivering the very best.