Presentation from IHI National Forum on Quality and Safety
Minicourse M10 How to Be a Great Change Agent
It’s tough being a change agent, particularly when other people don’t want to change. Yet big change happens in health care organizations only because of heretics: passionate people who are willing to take responsibility for change. Such individuals support organizational goals, but also want to change existing thinking and practice and improve care for patients. This session provides a toolkit for surviving and thriving as a change agent.
After this session, participants will be able to:
Identify and practice tactics for being an effective change agent
Build a toolkit of powerful approaches to enable change
Connect with and learn from other change agents
Monday 9th December Crystal Ballroom, Salon D8.30am to 4.00pm
Helen Bevan @HelenBevan
Robert Varnam @RobertVarnam
Andrew Hasler @AndrewHasler
#IHI25Forum #ChangeAgents
1. IHI National Forum on Quality and Safety
Minicourse M10
How to Be a Great Change Agent
Monday 9th December
Crystal Ballroom, Salon D
8.30am to 4.00pm
Helen Bevan @HelenBevan
Robert Varnam @RobertVarnam
Andrew Hasler @AndrewHasler
#IHI25Forum #ChangeAgents
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
2. What it says in the brochure….
It’s tough being a change agent, particularly when other
people don’t want to change. Yet big change happens in
health care organizations only because of heretics:
passionate people who are willing to take responsibility
for change. Such individuals support organizational
goals, but also want to change existing thinking and
practice and improve care for patients. This session
provides a toolkit for surviving and thriving as a change
agent.
After this session, participants will be able to:
• Identify and practice tactics for being an effective
change agent
• Build a toolkit of powerful approaches to enable
change
• Connect with and learn from other change agents
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
3. Today we are part of a global community
of change agents
• We will monitor and synthesise tweets all day, including
those from fellow change agents who are connecting
virtually
• We will produce summaries of the minicourse:
• Storify
• Pinterest
• Please use both hashtags #IHI25Forum and
#ChangeAgents
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
7. “There is nothing more
difficult to carry out, nor
more doubtful of success,
nor more dangerous to
handle, than to initiate a
new order of things. For the
reformer has enemies in all
those who profit by the old
order, and only lukewarm
defenders in all those who
profit by the new”
Niccolo Machiavelli 15th century
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
8. Task
We are going to talk to others on our table about our
experiences of being a change agent and challenging the
status quo
• Pick a picture card from the pack that reflects your
experience
• In turn each person at the table should take turns to:
• Introduce yourself to others
• talk about your experience (and why you picked the
picture)
Time allowed (for whole table): 15 minutes
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
9. We need to be boatrockers!
• Walk the fine line between
difference and fit, inside and
outside, rock the boat but
manage to stay in it
• Able to challenge the status
quo when we see that there
could be a better way
• Conform AND rebel
• Capable of working with others
to create success NOT a
destructive troublemaker Source: Debra Meyerson
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
10. Sometimes people see us radicals as
troublemakers
Source : Lois Kelly www.foghound.com
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
11. Task
• Talk to others at your table about your
experiences around “radicals” and
“troublemakers”
• Which have you been and why?
• What moves people from being “radical” to
“troublemaker”?
• How do we protect against this?
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
12. First they ignore you, then they laugh at you,
then they fight you, then you win
Gandhi
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
13. Valuing radicals
• “New truths begin as heresies” (Huxley, defending
Darwin’s theory of natural selection)
• big things only happen in organisations because of
heretics and radicals
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
15. Emerging themes in large scale change
Dominant
Organisation
approach
Power through hierarchy
Emerging
direction
Community
Power through connection
Mission and vision
Shared purpose
Making sense through
rational argument
Making sense through
emotional connection
Leadership-driven (top
down) innovation
Viral (grass-roots
driven) creativity
Tried and tested,
based on experience
“ Open” approaches , sharing
ideas & data, co-creating change
Transactions
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
Relationships
Source: @HelenBevan
16. John Kotter: “Accelerate!”
• We won’t create big change through hierarchy
on its own
• We need hierarchy AND network
• Many change agents, not just the usual few
• Changing our mindset
• From “have to” to “want to”
• Head and heart, not just head
and
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
17. The Network Secrets of Great Change Agents
Julie Battilana &Tiziana Casciaro
1. As a change agent, my centrality in the
informal network is more important than my
position in the formal hierarchy
2. If you want to create small scale change, work
through a cohesive network
If you want to create big change, create
bridge networks between disconnected groups
@helenbevan
18. Across the world, the change agent
movement is exploding!
@chagww
Changeagentsworldwide.com
@rebelsatwork rebelsatwork.com
@corprebels
Corporaterebelsunited.com
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
21. Five tactics for change agents
1. Start with myself
2. Build alliances
3. Work out what might help others to
change
4. Create energy for change
5. Don't be a martyr
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
22. Five tactics for change agents
1. Start with myself
2. Build alliances
3. Work out what might help others to
change
4. Create energy for change
5. Don't be a martyr
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
23. What are the risks for a boat rocker?
1. Our experiences of “being different” can be
fundamentally disempowering. This can lead us to
conform because we see no other choice
Source: adapted from Debra E Meyerson
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
24. What are the risks for a boat rocker?
1. Our experiences of “being different” can be
fundamentally disempowering. This can lead us to
conform because we see no other choice
we surrender a part of ourselves, and silence
our commitment, in order to survive
Source: adapted from Debra E Meyerson
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
27. What are the risks for a boat rocker?
1. Our experiences of “being different” can be
fundamentally disempowering. This can lead us to
conform because we see no other choice
we surrender a part of ourselves, and silence
our commitment, in order to survive
2. leave the organisation
Source: adapted from Debra E Meyerson
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
28. What are the risks for a boat rocker?
1. Our experiences of “being different” can be
fundamentally disempowering. This can lead us to
conform because we see no other choice
we surrender a part of ourselves, and silence
our commitment, in order to survive
2. leave the organisation
we cannot find a way to be true to our values
and commitments and still survive
Source: adapted from Debra E Meyerson
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
29. What are the risks for a boat rocker?
1. Our experiences of “being different” can be
fundamentally disempowering. This can lead us to
conform because we see no other choice
we surrender a part of ourselves, and silence
our commitment, in order to survive
2. leave the organisation
we cannot find a way to be true to our values
and commitments and still survive
3. stridently challenge the status quo in a manner
which is increasingly radical and self-defeating
Source: adapted from Debra E Meyerson
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
30. What are the risks for a boat rocker?
1. Our experiences of “being different” can be
fundamentally disempowering. This can lead us to
conform because we see no other choice
we surrender a part of ourselves, and silence
our commitment, in order to survive
2. leave the organisation
we cannot find a way to be true to our values
and commitments and still survive
3. stridently challenge the status quo in a manner
which is increasingly radical and self-defeating
this just confirms what we already know – that
we don’t belong
Source: adapted from Debra E Meyerson
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
31. "There’s only one corner of the
universe you can be certain of
improving, and that’s your own self."
Aldous Huxley
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
33. What do we know about successful boat rockers?
1. convictions and values-driven
2. strong sense of “self-efficacy”
belief that I am personally able to create change
belief in others
3. action orientated
ignite collective action
mobilising others, inspiring change
4. able to join forces with others
work as a collective body for commonly valued changes
5. able to achieve small wins which create a sense of hope, selfefficacy and confidence
6. optimistic in the face of challenge
see opportunities
take account of obstacles
Source: adapted from Debra E Meyerson
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
35. Three assumptions for change agents
1. Assume that everyone has a noble intention
2. When people “resist” change is it more likely
to be a result of their interpersonal
interaction with the change process than
their innate character traits (“a bad change
process not a difficult person”)
3. My role as a change agent is about
alignment, not judgement
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
36. Being a great change agent is about knowing, doing,
living and being improvement
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
37. Task
Talk to others at your table about moving
beyond skills and knowledge of improvement to
live and be improvement
• What are some of the ways that we already do
this?
• How could we do this more?
• What are the implications for the way we
work?
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
38. Five tactics for change agents
1. Start with myself
2. Build alliances
3. Work out what
might help others to change
4. Create energy for change
5. Don't be a martyr
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
39. The easiest way to thrive as an outlier
...is to avoid being one
Seth Goodin
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
40. “if you want to go fast, go alone. If you want to
go far, go together”
African proverb quoted by Al Gore
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
47. Framing
Is the process by which leaders construct, articulate
and put across their message in a powerful and
compelling way in order to win people to their cause
and call them to action
Snow D A and Benford R D (1992)
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
48. A good narrative motivates others by:
• achieving common purpose through
shared values and commitment
• uniting us around a collective vision ,focusing
our energy towards a specific and real change
• creating contagious commitment
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
51. But not all emotions are equal.........
urgency
anger
hope
solidarity
you can make a
difference
Action inhibitors
Overcomes
Action motivators
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
inertia
apathy
fear
isolation
Self-doubt
Source: Marshall Ganz
52. Developing your narrative
Individually:
• Using the narrative worksheet on pages 7 and
8 of your workbook please consider the
questions raised
• This prompt sheet will help you to capture key
points into one area without the need for
writing a script
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
53. Public narrative
a skill to motivate others
to join you in action
Source: Marshall Ganz
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
56. story of
self
story of
PURPOSE
call to leadership
now
strategy & action
story of
us
shared values &
experience
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
Source: Marshall Ganz
57. story of
self
story of
PURPOSE
call to leadership
Why I am
called to do
this work
now
strategy & action
story of
us
shared values &
experience
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
Source: Marshall Ganz
58. story of
self
story of
PURPOSE
call to leadership
now
strategy & action
story of
us
shared values &
experience
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
Our shared
experience
reveals our
shared values
Source: Marshall Ganz
59. Frame the urgency &
hopefulness necessary to secure
commitment & build momentum
towards our shared goal
story of
self
story of
PURPOSE
call to leadership
now
strategy & action
story of
us
shared values &
experience
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
Source: Marshall Ganz
60. Frame the urgency &
hopefulness necessary to secure
commitment & build momentum
towards our shared goal
story of
self
story of
PURPOSE
call to leadership
Why I am
called to do
this work
now
strategy & action
story of
us
Our shared
experience
reveals our
shared values
shared values &
experience
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
Marshall Ganz
62. Storytelling elements
o shared experience – shared values
o emotion
o plot
o vivid detail
o key touch points
Source: Marshall Ganz
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
63. Creating a plot
• Challenge: What was the challenge? Why was
it a challenge?
• Choice: What were the choices? Why did you
make the choice you did? Where did you get
the courage or hope? How did it feel?
• Outcome: How did the outcome feel? Why did
it feel that way? What do you want us to feel?
Source: Marshall Ganz
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
65. The power of stories
What did it
achieve?
How does
this make
you feel?
How did it
achieve it?
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
66. Frame the urgency &
hopefulness necessary to secure
commitment & build momentum
towards our shared goal
story of
self
call to leadership
Why I am
called to do
this work
story of
PURPOSE
Your
turn
now
strategy & action
story of
us
shared values &
experience
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
Our shared
experience
reveals our
shared values
Source: Marshall Ganz
67. Working in trios
• Storyteller
• Listener
• Observer
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
68. Storyteller
• Tells story of self
• Reflects taking notes, what did I do well what
might I do differently next time?
• Receives feedback from the listener and
observer
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
69. Listener
• Reflects upon how the story makes them feel,
did it connect with them and why?
• What were the key touch points for you?
• Was there use of vivid detail or data?
• In listener role the story will build each time
you hear it, is there a plot, character,
challenges and choices
•
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
70. Observer
• Manages the process, timing is important as
is ensuring that each group member has an
opportunity to give and receive feedback.
• Allows about 3-4 minutes for the story teller
to tell their story of self
• 1 minute for writing down reflections
• Allows about 3 minutes for feedback from the
group starting with the story teller, listener
and observer
• Change roles and repeat.
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
71. Giving feedback
• Was the
– challenge
– choice
– Outcome
explicit?
• Could you identify with their values? Where did
they come from?
• Were the details vivid in ways that helped you
to identify what she/he was feeling?
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
72. Frame the urgency &
hopefulness necessary to secure
commitment & build momentum
towards our shared goal
story of
self
story of
PURPOSE
call to leadership
Why I am
called to do
this work
now
strategy & action
story of
us
Our shared
experience
reveals our
shared values
shared values &
experience
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
Marshall Ganz
73. “If people give to a cause, they expect a
relationship, not a transaction”
Nilofer Merchant
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
74. “A cynic, after all,
is a passionate person
who does
not want to be
disappointed again”
Zander R and Zander B (2000) The art of
possibility. Harvard Business School Press. As
quoted by Steve Onyett
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
75. Case study:
people with dementia and
antipsychotic drugs
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
76. “short-term treatment (up to six weeks) of
persistent aggression in patients with moderate
to severe Alzheimer’s dementia, unresponsive
to non-pharmacological approaches & when
there is a risk of harm to self or others”.
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
77. The reality was
• Estimated 180,000 people
in England with dementia
were getting antipsychotics
• Only 36,000 get any clinical
benefit from the drugs
• Negatives far outweigh the
positives
Source: Bannerjee report
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
78. It doesn’t have to be that way!
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
80. Our goal
By 31st March 2012,
all people with dementia who are receiving antipsychotic
drugs will have undergone a clinical review to ensure that if
they are receiving these drugs they are doing so
appropriately & that alternatives to their prescription have
been considered & a shared decision has been agreed
regarding their future care
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
81. Priority groups to call to action
• The clinical decision makers who prescribe & review
therapeutic interventions
• Those who we want to shift power to (e.g., people
with dementia & their carers)
• Those who can give voice & advocacy to people with
dementia & their carers
• Those with authority who can promote & ensure
best practice
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
82. Call to action for pharmacists
I (we) commit to:
reviewing the people
under my care to identify
those who are prescribed
antipsychotic medication
& working in partnership
with my prescribing &
other healthcare
colleagues to review each
individual by 31st March
2012
@helenbevan #IQTGOLD
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
83. What has happened?
51% reduction in the prescription of antipsychotic
drugs for people with dementia across England
Learning study:
Mobilising and organising for large scale change in healthcare
‘The Right Prescription: A Call to Action’
Manchester Business School
NHS Improving Quality
http://www.nhsiq.nhs.uk/media/2414209/dementia_report_nov
_2013.pdf
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
85. It started with a tweet!
Trainee doctors and
improvement leaders
started to talk about
how they could build a
social movement to
improve care
Damian Roland
Stuart Sutton
Helen Bevan
Source: @NHSChangeDay
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
87. Example pledges
“We pledge to
introduce a test for
values and
behaviour for
recruitment into our
universities and into
employment.”
Health Education
England, West
Yorkshire
“As Director of Safety and Risk, my pledge is
to spend more time listening to patients and
staff and to act upon their concerns.” Moira
Durbridge
“We pledge to invite all individuals who make a
complaint about our services to be involved in
one of our 15 Steps Quality Challenge panels.”
Bradford District Care Trust, Yorkshire, 3001
“I pledge each month to contact a front line staff member
within my team who demonstrates inspirational clinical
practice.” East of England Ambulance Service NHS Trust
“I pledge to visit an elderly gentleman with
dementia in his own home to help him build his
life story on our Digital Reminiscence Therapy
Software.” Jo Samuels.
“I pledge to make sure every
person with a learning disability
at Turning Point has a health
action plan.” Fiona Ritchie
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
88. People took action all over the country
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
89. Probably the only
winner of a global
challenge to
develop leaders
in the corporate
world that names
Saul Alinsky and
Marshall Ganz as
major influencers
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
90. Change Day 2013 was an extraordinary moment in the history
of the NHS. It taught us that large-scale improvement is
possible in the NHS and that the best way to do it is through
collective commitment, action and by keeping it simple.
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
92. Five tactics for change agents
1. Start with myself
2. Build alliances
3. Work out what might
help others to change
4. Create energy for change
5. Don't be a martyr
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
94. “Stages of change”
Transtheoretical model of behaviour change
Prochaska, DiClemente & Norcross (1992)
@helenbevan
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95. The model is mostly used around
health-related behaviours
•
•
•
•
•
•
•
•
•
•
smoking cessation
exercise adoption
alcohol and drug use
weight control
fruit and vegetable intake
domestic violence
HIV prevention
use of sunscreens to prevent skin cancer
medication compliance
mammography screening
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
96. The model is mostly used around
health-related behaviours
•
•
•
•
•
•
•
•
•
•
smoking cessation
exercise adoption
alcohol and drug use
weight control
fruit and vegetable intake It works for
organisational and
domestic violence
HIV prevention
service change too!
use of sunscreens to prevent skin cancer
medication compliance
mammography screening
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
97. “Stages of change”
Smoking
I am not aware my
smoking is a
problem – I have no
intention to quit
Prochaska, DiClemente & Norcross (1992)
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
98. “Stages of change”
Smoking
I am not aware my
smoking is a
problem – I have no
intention to quit
I know my smoking
is a problem – I
want to stop but no
plans yet
Prochaska, DiClemente & Norcross (1992)
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
99. “Stages of change”
Smoking
I am not aware my
smoking is a
problem – I have no
intention to quit
I know my smoking
is a problem – I
want to stop but no
plans yet
I am making plans
& changing things
I do in
preparation.
Prochaska, DiClemente & Norcross (1992)
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
100. “Stages of change”
Smoking
I am not aware my
smoking is a
problem – I have no
intention to quit
I know my smoking
is a problem – I
want to stop but no
plans yet
I am making plans
& changing things
I do in
preparation.
I have
stopped
smoking!
Prochaska, DiClemente & Norcross (1992)
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
101. “Stages of change”
Smoking
I am continuing to
not smoke.
I sometimes miss it
– but I am still not
smoking
I am not aware my
smoking is a
problem – I have no
intention to quit
I know my smoking
is a problem – I
want to stop but no
plans yet
I am making plans
& changing things
I do in
preparation.
I have
stopped
smoking!
Prochaska, DiClemente & Norcross (1992)
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
102. “Stages of change”
Smoking
I am continuing to
not smoke.
I sometimes miss it
– but I am still not
smoking
I am not aware my
smoking is a
problem – I have no
intention to quit
I know my smoking
is a problem – I
want to stop but no
plans yet
I am making plans
& changing things
I do in
preparation.
I have
stopped
smoking!
Prochaska, DiClemente & Norcross (1992)
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
103. “Stages of change”
Transtheoretical model of behaviour change
Prochaska, DiClemente & Norcross (1992)
@helenbevan
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104. 90% of the tools available for healthcare change
agents are designed for the “action” stage
The reality of our change situation
• Our tools are often not effective at the stage of
change that most people we work with are at
• It’s hard to engage people in change
• It’s hard to get people to make the changes we
want them to make
• People get irritated, defensive, irrational
• We feel powerless in our ability to lead or
facilitate the change
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
105. Example - Surgical Checklist
• Designed for Stage 4
– ACTION!
• Mandated it through
targets
• Despite compelling
case for change –
people resisted it –
no values connection
• People did the task
and missed the point
@helenbevan
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106. So what do we TEND to do?
• Lower our ambitions for improvement
• Focus our energies on those who are already
in the “action” stage
• Put negative labels on those who are not yet
at the action stage such as “blocker” or
“resister” or “laggard”
• Blame “the management” for not enforcing
change
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
107. So what SHOULD we do?
• Listen and understand
• appreciate the starting point
• elaborate interests
• Build meaning and conviction in the change
• Roll with resistance (Singh)
• Don’t argue against it
• Encourage elaboration of resistance
• What makes it so hard?
• What would help?
• Build shared purpose
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
108. Task
Using the sheet that shows tactics at the
different stages of change, consider one or more
of the improvement initiatives that people at
our table are involved in:
• Who are the key people we need to get on
board?
• What stage of change are they at?
• How can I help them move to the next stage
of change?
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
109. Five tactics for change agents
1. Start with myself
2. Build alliances
3. Work out what might help others to
change
4. Create energy for change
5. Don't be a martyr
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
110. What happens to large scale
change efforts in reality?
In order of frequency:
1. the effort effectively “runs out of energy” and
simply fades away
2. the change hits a plateau at some level and no
longer attracts new supporters
3. the change becomes reasonably well established;
several levels across the system have changed to
accommodate or support it in a sustainable way
Source: Leading Large Scale Change:
a practical guide (2011), NHS Institute
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111. Does fear motivate people to
change?
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113. Lessons for transformational change
1. In order to sustain
transformational change we
need to move from a burning
platform (fear based urgency) to
a burning ambition (shared
purpose for a better future)
2. We need to articulate personal
reasons for change as well as
organisational reasons
3. If the fire (the compelling
reason) goes out, all other
factors are redundant
@PeterFuda
@helenbevan #Staffschange
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114. Task
Talk to the person next to you
• What is “my burning ambition” for my service, my
community and /or my patients?
• Try to make it personal: link it with your earlier
narrative; tell others why this ambition connects
with your personal motivations
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115. Bruch and Vogel research
Organisations with HIGH productive
energy scored higher on:
• overall performance - 14% higher
• productivity – 17%
• efficiency – 14%
• customer satisfaction – 6%
• customer loyalty – 12%
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116. Download for free at
www.changemodel.nhs.uk
@helenbevan
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117. Energy for change is:
Spiritual
the capacity and
drive of a team,
organisation or
system to act
and make the
difference
necessary to
achieve its goals
Social
Psychological
Physical
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Intellectual
118. Five energies for change
Energy
Definition
Social
Energy of relationships and connections between people:
people feel a sense of “us and us” rather than “us and them”
Spiritual
Energy of commitment to a common vision for the future:
gives people the confidence to move towards a different
future that is more compelling than the status quo
Psychological
Energy of courage, resilience and feeling safe to do things
differently:
People feel confident to make a change and trust in leadership
and direction
Physical
Energy of action, getting things done and making progress:
the flexible, responsive drive to make things happen
Intellectual
energy of analysis, planning and thinking:
Planning and supporting processes, evaluation, arguing a case
on the basis of logic/ evidence
@helenbevan
119. High and low ends of each energy domain
Low
High
Social
isolated
solidarity
Spiritual
uncommitted
higher purpose
Psychological
risky
safe
Physical
fatigue
vitality
Intellectual
Illogical
reason
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120. Some questions
• Which group is likely to have higher spiritual
energy scores
clinicians?
non clinicians?
• The nearer I am in the hierarchy to the CEO, is
my overall energy score likely to be
higher
lower?
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121. Energy for change profile
Social
5
4
3
Intellectual
2
1
Physical
• Are particular
energy domains
more dominant
than others for
Spiritual
our team at the
moment?
• Is this the
optimal energy
profile to help
us achieve our
Psychological
improvement
goals?
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
122. Energy for change profile
Social
5
4
3
Intellectual
2
1
Physical
• Are particular
energy domains
more dominant
than others for
Spiritual
our team at the
moment?
• Is this the
optimal energy
profile to help
us achieve our
Psychological
improvement
goals?
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
123. Energy for Change
A case study
Michele Upton is
responsible for strategic
improvement across 17
neonatal units in the
East of England region.
A care bundle aimed at
reducing rates of
Necrotising Enterocolitis
(NEC) in premature
babies was implemented
across the 17 units. One
unit has been struggling
to maintain compliance
with the interventions.
Attempts to improve
compliance have been
ongoing for two years.
@helenbevan
Spiritual
Social
Psychological
Intellectual
Physical
Michelle received training on
the 5-Energy model.
The unit completed the
Energy for Change online
self-assessment which
revealed low physical and
spiritual energy for the
change within the team.
They also clarified their
shared purpose: for the
MDT to work together
better and use evidence
based practice.
The team discussed what was
depleting their energy – and
created an action plan to
build energy for the change –
based on building
commitment to the change.
124. Team 1: what’s your assessment of
their energy for change?
Social
5
4
3
Intellectual
Spiritual
2
1
Physical
Psychological
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
125. Team 1: what’s your assessment of
their energy for change?
This energy profile is
Social
5
4
3
Intellectual
2
Spiritual
1
Physical
Psychological
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
characterised by an
environment that has
harnessed people’s
interest and momentum
for change, but which has
failed to engage people
fully. This imbalance
results in their feeling
some uncertainty
regarding how they can
contribute fully to the
change, and therefore a
sense of risk and lack of
hope for the future. We
can build energy by
building team solidarity
and developing shared
purpose
126. Team 2: what’s your assessment of
their energy for change?
Social
5
4
3
Intellectual
Spiritual
2
1
Physical
Psychological
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
127. Team 2: what’s your assessment of
their energy for change?
This energy profile shows
Social
5
4
3
Intellectual
2
Spiritual
1
Physical
Psychological
@helenbevan
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
strong connections
between people, a true
sense of solidarity, which
gives them enough hope
for the future, but this
energy is
undirected, because the
rational argument and
shared purpose has not
been agreed. We can
build energy by agreeing
shared goals for change
and using systematic
approaches to thinking
through and planning the
change
128. Where does team 1 go for help?
Roadmap of resources for
building energy for change
129. Task
Using the template, make an assessment of the
energy for change in the project you are working
on at present:
• Where are the opportunities to build a more
balanced set of energies?
• How might you go about doing this?
130. “You can’t impose anything
on anyone and expect them
to be committed to it”
Edgar Schein, Professor Emeritus
MIT Sloan School
@helenbevan @PowerNHS
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131. What is our approach to change?
Compliance
Commitment
States a minimum performance
standard that everyone must
achieve
States a collective goal that
everyone can aspire to
Uses hierarchy, systems and
standard procedures for coordination and control
Based on shared goals, values
and sense of purpose for coordination and control
Threat of penalties/ sanctions/
shame creates momentum for
delivery
Commitment to a common
purpose creates energy for
delivery
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Source: Helen Bevan
132. “ The source of energy at work is not in
control, it is in connection to
purpose”
Don Berwick, 28th February 2012
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133. Shared purpose aligns.....
Shared purpose allows
many communities to
engage with us without us
having to invest resources
in controlling their actions
Nilofer Merchant
@helenbevan #Staffschange
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
134. [Shared] purpose goes way deeper than
vision and mission; it goes right into your gut
and taps some part of your primal self. I
believe that if you can bring people with
similar primal-purposes together and get
them all marching in the same direction,
amazing things can be achieved.
Seth Carguilo
@helenbevan @PowerNHS
@HelenBevan @RobertVarnam #IHI25Forum #ChangeAgents
135. A three word concept
@helenbevan
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136. Change agent as “signal generator”
“As a leader, think of yourself as a “signal generator”
whose words and actions are constantly being
scrutinised and interpreted, especially by those
below you *in the hierarchy+”
“Signal generators reduce uncertainty and ambiguity
about what is important and how to act”
Charles O’Reilly, Leaders in Difficult Times, 2009
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137. Avoiding “de facto” purpose
• What leaders pay attention to matters to staff, and consequently
staff pay attention to that too
• Shared purpose can easily be displaced by a “de facto” purpose:
hitting a target
reducing costs
reducing length of stay
eliminating waste
completing activities within a timescale
complying with an inspection regime
• If purpose isn’t explicit and shared, then it is very easy for
something else to become a de facto purpose in the minds of the
workforce
Source: Delivering Public Services That Work: The Vanguard Method in the Public Sector
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144. How do we create shared purpose?
Create a safe
space
Look for
commonalities
& understand
differences
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Create a
statement of
purpose
145. Task
In the context of your own change initiative:
• Who needs to be part of our shared purpose?
• What unites us?
• What is our actual shared purpose (ie, the
reason WHY we are undertaking the change)
@helenbevan #Staffschange
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146. Outwitted
He drew a circle that shut me out Heretic, rebel, a thing to flout.
But Love and I had the wit to win:
We drew a circle that took him in.
Edward Markham
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148. ....the last era of management was about how
much performance we could extract from
people
.....the next is all about how much humanity we
can inspire
Dov Seidman
@helenbevan
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149. We have a choice
“This is the true joy of life, the being used up for a
purpose recognised by yourself as a mighty
one, being a force of nature instead of a
feverish, selfish little clot of ailments and
grievances, complaining that the world will not
devote itself to making you happy”
George Bernard Shaw
@helenbevan
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Notas do Editor
Examples of Social Movements: people doing something for a cause …The early psychosis declaration: Under the banner of IRIS a small group of people from around the UK gathered in Cheltenham in 2001 to discuss how they might generate a consensus on how services could be improved for young people with psychosis and their families. From those initial ideas the launch of the National Institute for Mental Health in England provided an ideal platform for further development. 40 people (service users, family members, and expert practitioners) met with representatives of the World Health Organisation (WHO), IRIS and Rethink to agree standards of care that those developing early psychosis and their families should expect. The IRA Hbloock/Armagh: IRA leaders detained in prison went on a dirty protest and refused to eat – Bobbly Sands was elected to the UK parliament whilst in prison and not allowed to take up his seat and died in prison. Greenpeace: surely everyone knows something about Greenpeace?100k lives campaign: in the USA from IHI, participating organizations agreed to provide monthly mortality statistics and adopt at least one of six interventions. These interventions included dispatching rapid response teams at the first sign of patient decline, following rigorous protocols to prevent infections caused by surgery, central venous catheters, and ventilators, giving heart attack patients recommended medications when they enter and leave the hospital, and checking to make sure all medications taken by a patient are appropriate. The 5 Million Lives Campaign calls for six additional interventions, including guidance on best practices to prevent pressure ulcers and to reduce Methicillin-Resistant Staphylococcus aureus (MRSA) infectionMarathon runners: City marathons for charity as well as elite athletes started in London on the 80s and have grown and spread all over the worldSuffragettesCND: peace marchers and peace camps against nuclear war British Heart Foundation – could have any number of charities
Large scale action - Not requiring large leadership team or compliance frameworkDefinition used in “The Power of One, the Power of Many” = a voluntary collective of individuals committed to promoting or resisting change through co-ordinated activity.
Examples form the NHS of social movements often called a call to action
3min. Reflect & write it down
So that we believe that this is creating contagious commitment to deliver pretty challenging results across the challenging times. We use our shared purpose to connect with others, through shared values and commitment around a collective vision. A narrative creates contagious commitment by connecting people to our values, purpose and vision. So when thinking about engagement we are best placed if we strike a balance in our engagement
Connection is made with individuals by connecting with their values
Removed all the builds and let the presenter speak to this using narrative to connecting with peoples values, emotions which then connects with action.Ask delegates to turn to page 6 and write a few words reflecting on the change they are seeking
LIST some emotions
Where has it been used?
Count how many times each element is used.How did it make you feel? Did you notice the elements? What do you remember? What else did he include?
Try to include a challenge , choice and outcome in your story when you write it.We will ask you to provide feedback to your colleagues as they tell their stories later on whether these are obvious to you.
Remember the power of “Killer Facts”Have one that really illustrates this for you.JG – I often use one from Kath Evans. If we had the health care system in England that matched the best in Europe 1500 children a year, would not die in our care.
How does this make you feel?
there are three roles and a set of role cards for each triad
RV Stories of our process with CCGs & partners & practices