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Evidence-based leadership –
Teaming, what does that mean?
Swedish Society for OR management
Malmö, 2017 09 07
Carl Savage, PhD
Clinical Management research group
Medical Management Centre
Department of Learning, Informatics, Management & Ethics
carl.savage@ki.se
”The medical profession has to too large
an extent focused more on studying
complicated biological processes than on
patient flows on a surgical ward.”
”Health care’s dilemma is not a lack of
resources but rather bad management.”
2017 09 07
THERE’S GOT TO BE A BETTER WAY…
carl.savage@ki.se 2017 09 07
THERE’S GOT TO BE A BETTER WAY…
What makes a team better?
carl.savage@ki.se
 23 NBA teams 1980-1994
 Greater roster stability
i.e. fewer trades and low player turnover
(Berman et al., 2002)
2017 09 07
Four types of situations
carl.savage@ki.se
Experience
Rule-based
Training
Urgency
High
Low
HighLow Time
Defer
Train others
TEAMING
2017 09 07
carl.savage@ki.se
Content
Process
Context
• Change managers
• Models of change
• Formulation/implementation
• Pattern through time
• Assessment and choice of products
and markets
• Objectives and assumptions
• Targets and evaluation
Internal
• Resources
• Capabilities
• Culture
• Politics
External
• Economic/Business
• Political
• Social
Essential Ingredients of Change
(Pettigrew & Whipp, 1993)
”WHAT”
”HOW”
”WHERE”
2017 09 07
mairi.savage@ki.se
RESEARCH
Action research
Mixed methods
Case studies
EDUCATION
Undergraduate
Graduate
Executive
Clinical Management Research Group:
Developing Innovative Management Practices
Multidisciplinary group: 6 MD, 4 MPH, 1 Economist, 2 Assistant professors, 1 Professor
VBHC
Lean
TDABC
Reimbursement
Medical leadership
Triple Aim
Business Model
Innovation
2017 09 07
”What the best may have, above all,
is a capacity to learn and change –
and to do so faster than everyone else.”
– Atul Gawande
HOW DO WE DEVELOP THE
CAPACITY TO LEARN AND
CHANGE QUICKLY?
The question we should ask ourselves:
carl.savage@ki.se 2017 09 07
WHAT IS LEARNING?
[Experience + Reflection = Learning]
carl.savage@ki.se
(Dewey)
2017 09 07
Patient flows:
Three performance patterns emerged over five years
Percentage of patients ready to leave the ED within 4 hours
Large,
sustained,
achieved
targets
(ENT & Gyn)
Moderate-
large,
sustained
(Medicine &
Peds)
Initial
improvement
Not sustained
(Surgery & Peds)
Mazzocato et al. (2014) Complexity complicates lean: lessons from seven emergency services. J Health Organ Manag
Teaming
“Teaming is teamwork on the fly – coordinating and
collaborating, across boundaries, without the luxury of
stable team structures. Teaming is especially needed when
work is complex and unpredictable.”
carl.savage@ki.se
(Edmondson, 2012)
2017 09 07
Contextual complexity complicates lean
Low Complexity High
Fewer admissions
Fewer examinations
Fewer patients
Open during business hours
Physician in the room
More admissions
More examinations
More patients
Open 24/7
Physicians and patients
move between rooms
Mazzocato et al. (2014) Complexity complicates lean: lessons from seven emergency services. J Health Organ Manag
pamela.mazzocato@ki.se & carl.savage@ki.se 2017 09 07
(Glouberman & Zimmerman, 2002)
2017 09 07carl.savage@ki.se
carl.savage@ki.se
Greenhalgh, T., Robert, G., Macfarlane, F., Bate, P., & Kyriakidou, O. (2004). Diffusion of innovations in service organizations:
systematic review and recommendations. [Research Support, Non-U.S. Gov't Review]. Milbank Q, 82(4), 581-629.
2017 09 07
Types of health care
pamela.mazzocato@ki.se & carl.savage@ki.se
(Christensen et al., 2009)
Learning-for-actionLearning-from-actionLearning-in-action
2017 09 07
We need to organize for learning
to handle complicated and complex challenges
Execution as production
 Stable environment
 Lean health care –
standardize, lower
variation
 Focused factories
Gall bladders, ASA 1&2
Execution as learning
 Complex environments
 Variations create
opportunities for learning
 University hospitals (of
the future)
carl.savage@ki.se
(Edmondson, 2012)
2017 09 07
carl.savage@ki.se
Speaking up Experimentation Collaboration Reflection
Reaching Across Boundaries
Learning from Failure
Creating Psychological Safety
Framing for Learning
Diagnose
Design
Act
Reflect
Teaming
Organizing to Learn
Execution-
as-Learning
(Edmondson, 2012)
Teaming for learning
2017 09 07
Reality check
 How does the experience and reflection necessary
for learning match with the key goals of health care?
 Right now, we are organized and organizing for
production. This includes
Timeliness
Volume
carl.savage@ki.se 2017 09 07
A shift in focus from volume to outcomes
Jesper Olson, Jonas Lundberg, Johan Ejerhed, Carl Savage
Value =
Health outcomes
Costs
Value =
Volume x (Price − Cost)
2017 09 07
pamela.mazzocato@ki.se & carl.savage@ki.se
IMPROVED POPULATION HEALTH
The Triple Aim
(Berwick, 2008)
2017 09 07
pamela.mazzocato@ki.se & carl.savage@ki.se
IMPROVED POPULATION HEALTH
Patients
Politicians
Managers
Nurses &
midwives
The Triple Aim
Storkholm MH, Mazzocato P, Savage M, Savage C. Money’s (not) on my mind: a qualitative study of
how staff and managers understand health care’s triple Aim. BMC Health Serv Res. 2017;17(1):98.
Physicians
2017 09 07
(Dweck, 2007)
Qualities of effective physician leaders
enable a learning orientation
 Clarity of purpose
 Positive outlook
 Endurance
 Authenticity
mairi.savage@ki.se
(Savage, M. et al, 2017, manuscript)
2017 09 07
1. Ground management in medicine
 Understand medical consequences of management decisions
through integrating knowledge in:
 Medicine
 Economics
 Quality improvement
 Organizational development
 Maintain integrity of purpose
 Identify and resonate with the mental models of different
professional groups through an engaging leadership practice
mairi.savage@ki.se
(Savage, M. et al., 2017, manuscript)
2017 09 07
2. Work with others by teaming, not team work
 Ability to quickly build resonant
relationships with a wide range and mix
of colleagues
 Execution-as-learning:
 Reaching Across Boundaries
 Learning from Failure
 Creating Psychological Safety
 Framing for Learning
mairi.savage@ki.se 2017 09 07
3. Catalyse systems by acting on
interdependencies
 Facilitate and act on contextual
understanding:
 interdependencies between actors
and interests (not simply present
”the health system”)
 Lead-by-example not as a
strategy to convince others but to
learn
mairi.savage@ki.se
(Savage, M. et al, 2017, manuscript)
2017 09 07
Learning loops
Input Process Output
OutcomeSingle-loop learning
(Argyris & Schön, 1978)
pamela.mazzocato@ki.se & carl.savage@ki.se 2017 09 07
Money’s (not) on my mind
Dominant among
What drives change
in health care?
Economics of
health care
pamela.mazzocato@ki.se & carl.savage@ki.se
Storkholm MH, Mazzocato P, Savage M, Savage C. Money’s (not) on my mind: a qualitative study of
how staff and managers understand health care’s triple Aim. BMC Health Serv Res. 2017;17(1):98.
2017 09 07
4. Adopt a scientific approach to understand
problems and develop solutions
Evidence based
medicine
Evidence generating
medical practice
mairi.savage@ki.se
(Savage, M. et al, 2017, manuscript)
2017 09 07
”Live life as a leadership laboratory”
carl.savage@ki.se
(Heifetz, Grashow & Linsky 2009)
2017 09 07

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Evidence-based leadership. Teaming, what does that mean?

  • 1. Evidence-based leadership – Teaming, what does that mean? Swedish Society for OR management Malmö, 2017 09 07 Carl Savage, PhD Clinical Management research group Medical Management Centre Department of Learning, Informatics, Management & Ethics
  • 2. carl.savage@ki.se ”The medical profession has to too large an extent focused more on studying complicated biological processes than on patient flows on a surgical ward.” ”Health care’s dilemma is not a lack of resources but rather bad management.” 2017 09 07
  • 3. THERE’S GOT TO BE A BETTER WAY… carl.savage@ki.se 2017 09 07
  • 4. THERE’S GOT TO BE A BETTER WAY…
  • 5. What makes a team better? carl.savage@ki.se  23 NBA teams 1980-1994  Greater roster stability i.e. fewer trades and low player turnover (Berman et al., 2002) 2017 09 07
  • 6. Four types of situations carl.savage@ki.se Experience Rule-based Training Urgency High Low HighLow Time Defer Train others TEAMING 2017 09 07
  • 7. carl.savage@ki.se Content Process Context • Change managers • Models of change • Formulation/implementation • Pattern through time • Assessment and choice of products and markets • Objectives and assumptions • Targets and evaluation Internal • Resources • Capabilities • Culture • Politics External • Economic/Business • Political • Social Essential Ingredients of Change (Pettigrew & Whipp, 1993) ”WHAT” ”HOW” ”WHERE” 2017 09 07
  • 8. mairi.savage@ki.se RESEARCH Action research Mixed methods Case studies EDUCATION Undergraduate Graduate Executive Clinical Management Research Group: Developing Innovative Management Practices Multidisciplinary group: 6 MD, 4 MPH, 1 Economist, 2 Assistant professors, 1 Professor VBHC Lean TDABC Reimbursement Medical leadership Triple Aim Business Model Innovation 2017 09 07
  • 9. ”What the best may have, above all, is a capacity to learn and change – and to do so faster than everyone else.” – Atul Gawande
  • 10. HOW DO WE DEVELOP THE CAPACITY TO LEARN AND CHANGE QUICKLY? The question we should ask ourselves: carl.savage@ki.se 2017 09 07
  • 11. WHAT IS LEARNING? [Experience + Reflection = Learning] carl.savage@ki.se (Dewey) 2017 09 07
  • 12. Patient flows: Three performance patterns emerged over five years Percentage of patients ready to leave the ED within 4 hours Large, sustained, achieved targets (ENT & Gyn) Moderate- large, sustained (Medicine & Peds) Initial improvement Not sustained (Surgery & Peds) Mazzocato et al. (2014) Complexity complicates lean: lessons from seven emergency services. J Health Organ Manag
  • 13. Teaming “Teaming is teamwork on the fly – coordinating and collaborating, across boundaries, without the luxury of stable team structures. Teaming is especially needed when work is complex and unpredictable.” carl.savage@ki.se (Edmondson, 2012) 2017 09 07
  • 14. Contextual complexity complicates lean Low Complexity High Fewer admissions Fewer examinations Fewer patients Open during business hours Physician in the room More admissions More examinations More patients Open 24/7 Physicians and patients move between rooms Mazzocato et al. (2014) Complexity complicates lean: lessons from seven emergency services. J Health Organ Manag pamela.mazzocato@ki.se & carl.savage@ki.se 2017 09 07
  • 15. (Glouberman & Zimmerman, 2002) 2017 09 07carl.savage@ki.se
  • 16. carl.savage@ki.se Greenhalgh, T., Robert, G., Macfarlane, F., Bate, P., & Kyriakidou, O. (2004). Diffusion of innovations in service organizations: systematic review and recommendations. [Research Support, Non-U.S. Gov't Review]. Milbank Q, 82(4), 581-629. 2017 09 07
  • 17. Types of health care pamela.mazzocato@ki.se & carl.savage@ki.se (Christensen et al., 2009) Learning-for-actionLearning-from-actionLearning-in-action 2017 09 07
  • 18. We need to organize for learning to handle complicated and complex challenges Execution as production  Stable environment  Lean health care – standardize, lower variation  Focused factories Gall bladders, ASA 1&2 Execution as learning  Complex environments  Variations create opportunities for learning  University hospitals (of the future) carl.savage@ki.se (Edmondson, 2012) 2017 09 07
  • 19. carl.savage@ki.se Speaking up Experimentation Collaboration Reflection Reaching Across Boundaries Learning from Failure Creating Psychological Safety Framing for Learning Diagnose Design Act Reflect Teaming Organizing to Learn Execution- as-Learning (Edmondson, 2012) Teaming for learning 2017 09 07
  • 20. Reality check  How does the experience and reflection necessary for learning match with the key goals of health care?  Right now, we are organized and organizing for production. This includes Timeliness Volume carl.savage@ki.se 2017 09 07
  • 21. A shift in focus from volume to outcomes Jesper Olson, Jonas Lundberg, Johan Ejerhed, Carl Savage Value = Health outcomes Costs Value = Volume x (Price − Cost) 2017 09 07
  • 22. pamela.mazzocato@ki.se & carl.savage@ki.se IMPROVED POPULATION HEALTH The Triple Aim (Berwick, 2008) 2017 09 07
  • 23. pamela.mazzocato@ki.se & carl.savage@ki.se IMPROVED POPULATION HEALTH Patients Politicians Managers Nurses & midwives The Triple Aim Storkholm MH, Mazzocato P, Savage M, Savage C. Money’s (not) on my mind: a qualitative study of how staff and managers understand health care’s triple Aim. BMC Health Serv Res. 2017;17(1):98. Physicians 2017 09 07
  • 24. (Dweck, 2007) Qualities of effective physician leaders enable a learning orientation  Clarity of purpose  Positive outlook  Endurance  Authenticity mairi.savage@ki.se (Savage, M. et al, 2017, manuscript) 2017 09 07
  • 25. 1. Ground management in medicine  Understand medical consequences of management decisions through integrating knowledge in:  Medicine  Economics  Quality improvement  Organizational development  Maintain integrity of purpose  Identify and resonate with the mental models of different professional groups through an engaging leadership practice mairi.savage@ki.se (Savage, M. et al., 2017, manuscript) 2017 09 07
  • 26. 2. Work with others by teaming, not team work  Ability to quickly build resonant relationships with a wide range and mix of colleagues  Execution-as-learning:  Reaching Across Boundaries  Learning from Failure  Creating Psychological Safety  Framing for Learning mairi.savage@ki.se 2017 09 07
  • 27. 3. Catalyse systems by acting on interdependencies  Facilitate and act on contextual understanding:  interdependencies between actors and interests (not simply present ”the health system”)  Lead-by-example not as a strategy to convince others but to learn mairi.savage@ki.se (Savage, M. et al, 2017, manuscript) 2017 09 07
  • 28. Learning loops Input Process Output OutcomeSingle-loop learning (Argyris & Schön, 1978) pamela.mazzocato@ki.se & carl.savage@ki.se 2017 09 07
  • 29. Money’s (not) on my mind Dominant among What drives change in health care? Economics of health care pamela.mazzocato@ki.se & carl.savage@ki.se Storkholm MH, Mazzocato P, Savage M, Savage C. Money’s (not) on my mind: a qualitative study of how staff and managers understand health care’s triple Aim. BMC Health Serv Res. 2017;17(1):98. 2017 09 07
  • 30. 4. Adopt a scientific approach to understand problems and develop solutions Evidence based medicine Evidence generating medical practice mairi.savage@ki.se (Savage, M. et al, 2017, manuscript) 2017 09 07
  • 31. ”Live life as a leadership laboratory” carl.savage@ki.se (Heifetz, Grashow & Linsky 2009) 2017 09 07

Editor's Notes

  1. Innan vi sätter igång, sätt dig i dina 8-grupper, 4+4. Fråga kring intelligens?
  2. Our aspiration is to study and develop innovative management practices in health care. Currently, we are working with concepts such as VBHC etc. We advance and spread our work by integrating research and education.
  3. Difficoltà legate al miglioramento continuo
  4. Simple problems like following a recipe may encompass some basic issues of technique and terminology, but once these are mastered, following the recipe carries with it a very high assurance of success. Complicated problems contain subsets of simple problems but are not merely reducible to them. Their complicated nature is often related not only to the scale of a problem like sending a rocket to the moon, but also to issues of coordination or specialized expertise. Complicated problems, though generalizable, are not simply an assembly of simple components. Complex problems can encompass both complicated and simple subsidiary problems, but are not reducible to either (Goodwin 1994) since they too have special requirements, including an understanding of unique local conditions (Stacey 1992), interdependency (Holland 1995) with the added attribute of non-linearity (Lorenz 1993), and a capacity to adapt as conditions change (Kauffman 1995; Kelly 1994). Unavoidably, complex systems carry with them large elements of ambiguity and uncertainty (Wheatley 1992) that are in many ways similar to the problems associated with raising a child. Despite the uncertainty associated with complexity, all three kinds of problems can be approached with some degree of optimism: we do look forward to raising a child despite the complexity. How do we acknowledge, harness even, the complexity inherent in the system?
  5. Utvecklingen av vården, i form av evidens och nya behandlingsmöjhter, har i lett till att…Till att man har flytta medicinen mot mer och förutsägbara diagnostiska och behandlingsprocesser Så idag, förenklat, kan man dela upp de medicinska problem inom de som man kan lösa med kompxa beslutfattande processer och mer förutsäbara processer.
  6. Speaking up: Teaming depends on direct and candid conversation between persons, asking questions, asking for feedback and talking about errors Experimentation: An iterative approach valuing the uncertainty in situations between individuals. Collaboration: A collaborative mindset and behavior. Reflection: Observation, reflection and discussion on processes and outcomes. Must be on a consistent basis and preferably during work flow. Psychological safety is the ability to disagree with peers and authority figures, ask naïve questions, own up to mistakes, or present a minority view without fear of ridicule or marginalization Two main benefits of teaming Better organizational performance (for instance heart surgery) More engaging and satisfying work environments
  7. Sjukvården handlar om hälsa, kostnader, och upplevelser. Triple Aim Quality as STEEEP Outcome costs
  8. Triple Aim Quality as STEEEP Outcome costs
  9. We want to share some of our thougts.
  10. Live life as a leadership laboratory. – Heifetz, Grashow, Linsky (2009) Utveckla din förmåga att utveckla dina kompetenser genom reflektion