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Unleashing D
     U l     hi Dynamismi
A Case Study:The Trafford Story of
         Integrated Care
                     Presented by:
                    Samantha Nicol
     Integrated Care System Programme Director
                    Dr Nigel Guest
                 General Practitioner
             Nuffield Summit March 2011
Unleashing Dynamism
•   Intensity
•   Enthusiasm         } qualities that enable people
                                     to get things done
•   Motivation


•   Work systems
•   Language            } dimensions of organisational dynamism
•   Interpersonal style
         p          y
•   Modes of thinking
•   Mindsets

•   incentives – leadership – information - policy
Let s
       Let’s see what you think?
• For just 5 minutes discuss what you think
  unleashes dynamism in the programmes,
  strategies and projects you are currently working
  on

• Feedback – create a list
In the beginning……
       beginning
Then there was
                       was……
   50 years of change
   FHSA
   Community T t
    C        it Trust
   Foundation Trust
   Hospital Trust
   Area District Strategic Health Authority
And so we arrive at 2008 – intolerable
              condition
                  diti
What have been your intolerable
              conditions
                 diti
• For just a couple of minutes think what your
  intolerable conditions have been that have
  prompted you to look to unleash dynamism
• Feedback – common themes?
And one man
And another man
Intermountain Healthcare                          Utah,
                                                   Utah 1975


   Perceived strengths of Intermountain
       Pioneering use of electronic medical records: ‘data-driven approach’
       Measure, track and thereby improve clinical outcomes
       Evidence-based medical care guidelines
       Preventative medicine
       Risk-stratification of the patient population
                                   p       p p
       Balance between needs of the community and available resources

       Non-profit health care delivery

Intermountain’s integrated system:
 –ffrequently cited b the Obama administration as the prime exampl of a high-
           tl it d by th Ob        d i i t ti      th     i      le f hi h
    performing organisation that reduces healthcare costs
And then a few more men
It s
It’s also about
Unleashing dynamism through
         VISIONARY LEADERSHIP
• That is:
   –   Vision
   –   Environment
   –   Relationships
   –   Power
   –   Performance
   –   Self
   –   Communication
   –   System and processes
Unleashing Dynamism through
          RELATIONSHIPS
• Manipulating the environment through team spirit
       p      g                      g           p
• Removing hierarchy, value individuals in their
  own right
• Emphasis on the team finding the solution
• Focus on points of connection building trust and
  rapportt
• Giving power to others – asking people what
  they think coaching conversations
       think,
Then lot’s more men and a few women
     lot s
Principles
• Clinical Congress 2008

• Principles

• Scope of design
Trafford s
    Trafford’s principles of integrated care
•   Principle one: General Practice should be ‘locus of integration
•   Principle Two: Consultant opinion is an essential component of
    effective integrated services
•   Principle Three: The delivery of integrated services will primarily
    rest on extended role nursing and allied health professionals
•   Principle Four: Integrated services will be enhanced by the
            p             g                                  y
    involvement of social care
•   Principle Five: The voluntary sector and carers need a strong voice
    in the design and delivery of services
•   Principle Six: Future integrated services would bring together the
    full range of primary care
•   Principle Seven: Unscheduled care should be simple to access
    and fully integrated
•   Principle Eight: Where benefits can be derived from co-operation
    between integrated care services and conventional acute hospital
    services we will secure them
C eate the s o (1)
                        Create t e Vision ( )

                              The present


            PCT                                   THT/UHST/CMMC




       Community                                                   Inpatient,
                                                                   Inpatient
                                       Non-PbR
                                       Non PbR
        services                                                   daycase,
                                       services                    specialist

                                                   Outpatients
                                                       and
       (Independent)                               diagnostics
GP1         GP3         GPn
                                     … and we have persistent issues of poor
      GP2         GP4
                                     integration, resilience and perhaps quality…
                                     is there a structural problem?
Systematic exploration of SPMS/ alternative
          extended primary care provider (2)
            t d d i                 id

                                      The future?


            PCT        SPMS practice: GPs and                  THT/UHST/CMMC
                       consultants as partners




        Community                                                             Inpatient,
                                                                              Inpatient
                                                    Non-PbR
                                                    Non PbR
         services                                                             daycase,
                                                    services                  specialist


                                Integrated Care Record          Outpatients
                                                                    and
       (Independent)                                            diagnostics
GP1         GP3            GPn

      GP2         GP4
                                                                          Or FT for THT
Systematic exploration of SPMS/ alternative
    extended primary care provider (1)
      t d d i                 id
                The present
Unleashing Dynamism through
            FOUNDATIONS
• In order to support the unleashing of dynamism you have
  to have rules of engagement and foundations on which
  you can build on
• People have to know what they are getting involved in
  and what direction they are going in
• This helps them to know what resources they can offer
  and what power th h
     d h t         they have t exchange
                              to   h
• The vision inspired and created passion and enthusiasm,
  its development involved p p from the start
            p               people
But that is not enough…
                        enough
• Between 2008 and 2010 there was a series of
  business cases, submitted t th St t i
  b i                 b itt d to the Strategic
  Health Authority and PCT for funding to support
  these leaders and the relationships to develop
  the vision and implement the principles across
  Trafford to develop an integrated care system
                    p        g             y
  and an integrated care organisation through
  which integrated services could be delivered.
It is probably NOT about permission
               and f di
                  d funding
• Two business cases, very detailed and developed with
                        ,   y                     p
  the help of external consultancy did not achieve their
  required outcomes
• Alth
  Although th did raise th awareness about th vision
          h they       i the                b t the i i
  and the potential of that vision to achieve dramatic
  change to the way services are provided and their cost
• But their proposals were probably just too big and risky
You have done all that…..
• What else is there??
Unleashing Dynamism through
     TESTING - ‘P f of Concept’
                ‘Proof f C     t’
• What they did do however, was achieve a £2m
  investment and a year to develop the
  infrastructure necessary to deliver the vision
• It came back to
  – Leadership
  – Relationships
  – Framework
In Action
• The following slides set out a series of case
               g
  studies taken from Trafford’s Integrated Care
  System Programme that has now been running
  for nearly one year
• Highlighting the elements of unleashed
  dynamism across multi professional groups
                                        groups,
  multi organisations and during one of the most
  turbulent times in the NHS in 60 years
Context

• Put in programme
         p g
  structure
Then Came
AWWoman!!
        !!
Unleashing Dynamism through
      PROGRAMME MANAGEMENT
        OG               G
•   As a vehicle for implementing strategy and for bringing about corporate
    renewal as alternative organising structure
•   Programme as an emergent phenomenon, conscious of and responsive to
    external change and shifting strategic goals
•   Framework/structure therefore atemporal or with indeterminate time
    horizons
•   Vehicle for enhancing corporate vitality concerned with nurturing of
    individual and organisation-wide capabilities as well as the efficient
    deployment of resources
    d l         t f
•   Intimately bound up with and determined by context rather than governed
    by a common set of transferable principles and processes.
•   Not a scaled up version of project management
•   Adaptive not prescriptive
Unleashing Dynamism through
            PROGRAMME MANAGEMENT
•   Leadership at all levels, skilled individuals with clearly defined authority,
    accountability and responsibility and programme governance aligned to sources of
    influence
•   Benefits management – identification, quantification, owners and tracking
•   Stakeholder management and communications – understanding stakeholders
    interests and impact of the programme, engagement of them
                                     g            g g
•   Risk management and issue resolution – managing risk at an acceptable level
•   Planning and control – prioritisation of projects and grouping of projects linked to
    benefits realisation
•   Business case management – value management of benefits, costs, timescales and
    risks
•   Quality management – configuration management, change control on documentation,
    quality assurance and review of outputs to ensure they are ‘fit for purpose’
Unleashing Dynamism through
    PROGRAMME MANAGEMENT
• Engaging people as change agents
• Realistic about the effort of change
• Link between behaviour and outcomes
• Priority to systems that provide touch points with
  individuals and teams
• Used to provide space for the conversations
• Seeing culture as embedded in actions
Clinical Panel
               Project Manager’s

•   Louise Rogerson – End of Life
•   Andrew Giles – Respiratory
                        p     y
•   Brooks Kenny – Diabetes
•   Guy Hamilton – Data Sharing / Information
•   Ric Taylor – Mental Health
•   Tim Weedall – ENT
•   Jason Hughes – Unscheduled Care
Andrew Giles
Respiratory Project Manager
         Gail Mann
 ICS Programme Manager
Diabetes Clinical Panel
• Put in picture of Panel
Unleashing Dynamism through
           CLINICAL PANELS
• A safe shared space to build relationships that are about
  clinical care not about organisations
   li i l         t b t          i ti
• Chaired by a primary and secondary care clinician
• A good mix of opinions, but essentially commonly shared
     g             p                    y          y
  and owned values
• Patients and carers
• Clear strategic outcomes – focussing on quality of
  clinical care and clinical outcomes measuring
  improvement
• Time
Unleashing Dynamism through
          CLINICAL PANELS
• Management support
        g          pp
• Information/data – about their current patients
  and clinical practice
• Shared aims
• Small steps

• [Any chance we could do this like a jigsaw
  coming together with previous slide and make it
  one slide?]
Unleashing Dynamism through SHARED INFORMATION
     Illustration 1 – risk stratification (diabetes)
                                    Band1        Band2       Band3     Band4        Band5
  Biochemical
  HbA1c                             <7           7‐9         >9        don't know
  HbA1c date
  HbA1c date                        <13 months
                                    <13 months   >13months             don t know
                                                                       don't know
  Systolic Blood pressure           <120         120‐140     >140      don't know
  Diastolic Blod pressure           <70          70‐90       >90       don't know
  Serum Cholesterol                 <5           >5                    don't know
  serum Creatinine (kidney)         <120         120‐200     >200      don't know
  Microalbinuria                    <3           >3                    don't know

  Microvascular comorbities
  Chronic Kidney Disease            1            2           3          4           5
  Diabetic Neuropathy
  Diabetic Neuropathy               yes          No          don t know
                                                             don't know
  Retinopathy                       yes          No          don't know

  Macrovascular comorbidities
  MI (ACS/NSTEMI/STEMI/ANGINA)      yes          no
  CVA (TIA/RIND/CVA)                yes          no
  PVD                               yes          no

  Other
  Age                               18 44
                                    18‐44        45 64
                                                 45‐64       65+
  Hospital admissions in last 12m   1            2 or more
Unleashing Dynamism through SHARED
                             INFORMATION
       Illustration 2 – i k t tifi ti (di b t )
       Ill t ti 2 risk stratification (diabetes)
                                  Band1        Band2       Band3     Band4        Band5
Biochemical
HbA1c                             <7           7‐9         >9        don't know
HbA1c date                        <13 months   >13months             don't know
Systolic Blood pressure           <120         120‐140     >140      don't know
Diastolic Blod pressure           <70          70‐90       >90       don't know
Serum Cholesterol                 <5           >5                    don't know
serum Creatinine (kidney)         <120         120‐200     >200      don't know
Microalbinuria                    <3
                                   3           >3
                                                3                    don t know
                                                                     don't know

Microvascular comorbities
Chronic Kidney Disease
Diabetic Neuropathy
                                  1
                                  yes
                                               2
                                               No
                                                           3
                                                           don't know
                                                                      4           5         Risk
Retinopathy                       yes          No          don't know
                                                                                          Category
Macrovascular comorbidities
MI (ACS/NSTEMI/STEMI/ANGINA)
CVA (TIA/RIND/CVA)
                                  yes
                                  yes
                                               no
                                               no
                                                                                             1
PVD                               yes          no

Other
Age                               18‐44        45‐64       65+
Hospital admissions in last 12m   1            2 or more


   Note: For illustration only
                             y
Advanced Training Programme
Unleashing Dynamism through
     COMMUNICATION
In Summary
                               It is all about…                                                 It is not all about…..


A burning platform or an intolerable condition



Visionary Leadership at all levels                                        Seeking permission



Relationships – cross organisational and professional boundaries          Funding



Foundations – vision, values                                              Organisations



Programme Management – providing a framework to support creativity and    Bricks and Mortar
innovation while ensuring shared learning, transparency of benefits and
accountability

                                                                          Command and control
UNSCHEDULED CARE
I leave you with this thought
                         thought….
• Matthew chapter 4 verses 12 -23
             p
   – A fisher of men a leader calling to his followers caught through
     teaching and persuasion
   – Together grasp the sense of what is needed to be done
   – Build on what has been done well in the past
   – Called to serve
       • Vision, energy, enthusiasm
   – Hearts turned by
       • Hands willing to get dirty
       • Working together to deliver a vision.

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Samantha Nicol & Nigel Guest: Unleashing dynamism

  • 1. Unleashing D U l hi Dynamismi A Case Study:The Trafford Story of Integrated Care Presented by: Samantha Nicol Integrated Care System Programme Director Dr Nigel Guest General Practitioner Nuffield Summit March 2011
  • 2. Unleashing Dynamism • Intensity • Enthusiasm } qualities that enable people to get things done • Motivation • Work systems • Language } dimensions of organisational dynamism • Interpersonal style p y • Modes of thinking • Mindsets • incentives – leadership – information - policy
  • 3. Let s Let’s see what you think? • For just 5 minutes discuss what you think unleashes dynamism in the programmes, strategies and projects you are currently working on • Feedback – create a list
  • 5. Then there was was……  50 years of change  FHSA  Community T t C it Trust  Foundation Trust  Hospital Trust  Area District Strategic Health Authority
  • 6. And so we arrive at 2008 – intolerable condition diti
  • 7. What have been your intolerable conditions diti • For just a couple of minutes think what your intolerable conditions have been that have prompted you to look to unleash dynamism • Feedback – common themes?
  • 10. Intermountain Healthcare Utah, Utah 1975  Perceived strengths of Intermountain  Pioneering use of electronic medical records: ‘data-driven approach’  Measure, track and thereby improve clinical outcomes  Evidence-based medical care guidelines  Preventative medicine  Risk-stratification of the patient population p p p  Balance between needs of the community and available resources  Non-profit health care delivery Intermountain’s integrated system: –ffrequently cited b the Obama administration as the prime exampl of a high- tl it d by th Ob d i i t ti th i le f hi h performing organisation that reduces healthcare costs
  • 11. And then a few more men
  • 13. Unleashing dynamism through VISIONARY LEADERSHIP • That is: – Vision – Environment – Relationships – Power – Performance – Self – Communication – System and processes
  • 14. Unleashing Dynamism through RELATIONSHIPS • Manipulating the environment through team spirit p g g p • Removing hierarchy, value individuals in their own right • Emphasis on the team finding the solution • Focus on points of connection building trust and rapportt • Giving power to others – asking people what they think coaching conversations think,
  • 15. Then lot’s more men and a few women lot s
  • 16. Principles • Clinical Congress 2008 • Principles • Scope of design
  • 17. Trafford s Trafford’s principles of integrated care • Principle one: General Practice should be ‘locus of integration • Principle Two: Consultant opinion is an essential component of effective integrated services • Principle Three: The delivery of integrated services will primarily rest on extended role nursing and allied health professionals • Principle Four: Integrated services will be enhanced by the p g y involvement of social care • Principle Five: The voluntary sector and carers need a strong voice in the design and delivery of services • Principle Six: Future integrated services would bring together the full range of primary care • Principle Seven: Unscheduled care should be simple to access and fully integrated • Principle Eight: Where benefits can be derived from co-operation between integrated care services and conventional acute hospital services we will secure them
  • 18. C eate the s o (1) Create t e Vision ( ) The present PCT THT/UHST/CMMC Community Inpatient, Inpatient Non-PbR Non PbR services daycase, services specialist Outpatients and (Independent) diagnostics GP1 GP3 GPn … and we have persistent issues of poor GP2 GP4 integration, resilience and perhaps quality… is there a structural problem?
  • 19. Systematic exploration of SPMS/ alternative extended primary care provider (2) t d d i id The future? PCT SPMS practice: GPs and THT/UHST/CMMC consultants as partners Community Inpatient, Inpatient Non-PbR Non PbR services daycase, services specialist Integrated Care Record Outpatients and (Independent) diagnostics GP1 GP3 GPn GP2 GP4 Or FT for THT
  • 20. Systematic exploration of SPMS/ alternative extended primary care provider (1) t d d i id The present
  • 21. Unleashing Dynamism through FOUNDATIONS • In order to support the unleashing of dynamism you have to have rules of engagement and foundations on which you can build on • People have to know what they are getting involved in and what direction they are going in • This helps them to know what resources they can offer and what power th h d h t they have t exchange to h • The vision inspired and created passion and enthusiasm, its development involved p p from the start p people
  • 22. But that is not enough… enough • Between 2008 and 2010 there was a series of business cases, submitted t th St t i b i b itt d to the Strategic Health Authority and PCT for funding to support these leaders and the relationships to develop the vision and implement the principles across Trafford to develop an integrated care system p g y and an integrated care organisation through which integrated services could be delivered.
  • 23. It is probably NOT about permission and f di d funding • Two business cases, very detailed and developed with , y p the help of external consultancy did not achieve their required outcomes • Alth Although th did raise th awareness about th vision h they i the b t the i i and the potential of that vision to achieve dramatic change to the way services are provided and their cost • But their proposals were probably just too big and risky
  • 24. You have done all that….. • What else is there??
  • 25. Unleashing Dynamism through TESTING - ‘P f of Concept’ ‘Proof f C t’ • What they did do however, was achieve a ÂŁ2m investment and a year to develop the infrastructure necessary to deliver the vision • It came back to – Leadership – Relationships – Framework
  • 26. In Action • The following slides set out a series of case g studies taken from Trafford’s Integrated Care System Programme that has now been running for nearly one year • Highlighting the elements of unleashed dynamism across multi professional groups groups, multi organisations and during one of the most turbulent times in the NHS in 60 years
  • 27. Context • Put in programme p g structure
  • 29. Unleashing Dynamism through PROGRAMME MANAGEMENT OG G • As a vehicle for implementing strategy and for bringing about corporate renewal as alternative organising structure • Programme as an emergent phenomenon, conscious of and responsive to external change and shifting strategic goals • Framework/structure therefore atemporal or with indeterminate time horizons • Vehicle for enhancing corporate vitality concerned with nurturing of individual and organisation-wide capabilities as well as the efficient deployment of resources d l t f • Intimately bound up with and determined by context rather than governed by a common set of transferable principles and processes. • Not a scaled up version of project management • Adaptive not prescriptive
  • 30. Unleashing Dynamism through PROGRAMME MANAGEMENT • Leadership at all levels, skilled individuals with clearly defined authority, accountability and responsibility and programme governance aligned to sources of influence • Benefits management – identification, quantification, owners and tracking • Stakeholder management and communications – understanding stakeholders interests and impact of the programme, engagement of them g g g • Risk management and issue resolution – managing risk at an acceptable level • Planning and control – prioritisation of projects and grouping of projects linked to benefits realisation • Business case management – value management of benefits, costs, timescales and risks • Quality management – configuration management, change control on documentation, quality assurance and review of outputs to ensure they are ‘fit for purpose’
  • 31. Unleashing Dynamism through PROGRAMME MANAGEMENT • Engaging people as change agents • Realistic about the effort of change • Link between behaviour and outcomes • Priority to systems that provide touch points with individuals and teams • Used to provide space for the conversations • Seeing culture as embedded in actions
  • 32. Clinical Panel Project Manager’s • Louise Rogerson – End of Life • Andrew Giles – Respiratory p y • Brooks Kenny – Diabetes • Guy Hamilton – Data Sharing / Information • Ric Taylor – Mental Health • Tim Weedall – ENT • Jason Hughes – Unscheduled Care
  • 33. Andrew Giles Respiratory Project Manager Gail Mann ICS Programme Manager
  • 34. Diabetes Clinical Panel • Put in picture of Panel
  • 35. Unleashing Dynamism through CLINICAL PANELS • A safe shared space to build relationships that are about clinical care not about organisations li i l t b t i ti • Chaired by a primary and secondary care clinician • A good mix of opinions, but essentially commonly shared g p y y and owned values • Patients and carers • Clear strategic outcomes – focussing on quality of clinical care and clinical outcomes measuring improvement • Time
  • 36. Unleashing Dynamism through CLINICAL PANELS • Management support g pp • Information/data – about their current patients and clinical practice • Shared aims • Small steps • [Any chance we could do this like a jigsaw coming together with previous slide and make it one slide?]
  • 37. Unleashing Dynamism through SHARED INFORMATION Illustration 1 – risk stratification (diabetes) Band1 Band2 Band3 Band4 Band5 Biochemical HbA1c <7 7‐9 >9 don't know HbA1c date HbA1c date <13 months <13 months >13months don t know don't know Systolic Blood pressure <120 120‐140 >140 don't know Diastolic Blod pressure <70 70‐90 >90 don't know Serum Cholesterol <5 >5 don't know serum Creatinine (kidney) <120 120‐200 >200 don't know Microalbinuria <3 >3 don't know Microvascular comorbities Chronic Kidney Disease 1 2 3 4 5 Diabetic Neuropathy Diabetic Neuropathy yes No don t know don't know Retinopathy yes No don't know Macrovascular comorbidities MI (ACS/NSTEMI/STEMI/ANGINA) yes no CVA (TIA/RIND/CVA) yes no PVD yes no Other Age 18 44 18‐44 45 64 45‐64 65+ Hospital admissions in last 12m 1 2 or more
  • 38. Unleashing Dynamism through SHARED INFORMATION Illustration 2 – i k t tifi ti (di b t ) Ill t ti 2 risk stratification (diabetes) Band1 Band2 Band3 Band4 Band5 Biochemical HbA1c <7 7‐9 >9 don't know HbA1c date <13 months >13months don't know Systolic Blood pressure <120 120‐140 >140 don't know Diastolic Blod pressure <70 70‐90 >90 don't know Serum Cholesterol <5 >5 don't know serum Creatinine (kidney) <120 120‐200 >200 don't know Microalbinuria <3 3 >3 3 don t know don't know Microvascular comorbities Chronic Kidney Disease Diabetic Neuropathy 1 yes 2 No 3 don't know 4 5 Risk Retinopathy yes No don't know Category Macrovascular comorbidities MI (ACS/NSTEMI/STEMI/ANGINA) CVA (TIA/RIND/CVA) yes yes no no 1 PVD yes no Other Age 18‐44 45‐64 65+ Hospital admissions in last 12m 1 2 or more Note: For illustration only y
  • 41. In Summary It is all about… It is not all about….. A burning platform or an intolerable condition Visionary Leadership at all levels Seeking permission Relationships – cross organisational and professional boundaries Funding Foundations – vision, values Organisations Programme Management – providing a framework to support creativity and Bricks and Mortar innovation while ensuring shared learning, transparency of benefits and accountability Command and control
  • 43. I leave you with this thought thought…. • Matthew chapter 4 verses 12 -23 p – A fisher of men a leader calling to his followers caught through teaching and persuasion – Together grasp the sense of what is needed to be done – Build on what has been done well in the past – Called to serve • Vision, energy, enthusiasm – Hearts turned by • Hands willing to get dirty • Working together to deliver a vision.