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Building better metrics – driving
better conversations
Alan Fricker - Head of NHS Partnership
& Liaison, King’s College London
Why Metrics?
• How are we doing?
• How do we compare?
• Have changes made a
difference?
• Have better conversations
@NHS_HealthEdEng #heelks
Defining terms
• "A metric is criteria against which something is
measured" (Ben Showers (2015) Library Analytics
and Metrics)
• "a criterion or set of criteria stated in quantifiable
terms" (OED)”
@NHS_HealthEdEng #heelks
What was the plan?
• Take a look around
• Identify appropriate methodologies
and mechanisms
• Help people get better with metrics
• Support Knowledge for Healthcare
@NHS_HealthEdEng #heelks
@NHS_HealthEdEng #heelks
NHS explorations
National statistics return
• Covers finance, activity and staffing
• Long history of collection
@NHS_HealthEdEng #heelks
NHS explorations
National
statistics
return Pro • Consistent
questions
• Reasonable
completion rate
• Trends
discernable
Con
• Some regions
better than
others
• Missing data
• Inconsistent
interpretation
• Do they matter?
@NHS_HealthEdEng #heelks
NHS explorations
SHALL National KPI
• 2011 consultation on 6 national KPI
• Revised to 4 (not all from original list)
– % of the organisation’s workforce (headcount) who are registered library
members.
– % of the organisation’s workforce (headcount) who have registered as a
library member in the last year.
– % of the organisation’s workforce (headcount) who have used ATHENS in
the last year.
– % increase in compliance with the Library Quality Assurance Framework
(LQAF) compared with the previous year.
• Not implemented
@NHS_HealthEdEng #heelks
NHS Quality Assurance
HeLICon and the Library Quality Assurance
Framework (LQAF)
• Helpful checklist approach
• Often seen as key metrics (levels / 90%)
• But burdensome
Current practice in the NHS
• Brief KfH survey on metrics in use
• 150 responses but only 47 offered a metric
• 117 metrics suggested
@NHS_HealthEdEng #heelks
Serendipity
• Areas for focus (Van Loo in Haines-Taylor &
Wilson, 1990):
– time consuming
– space intensive
– high cost
– affect most users
– directly linked to library objectives
– well defined and easy to describe
– relatively easy to collect
– are in areas where library staff have some
control to make changes
@NHS_HealthEdEng #heelks
@NHS_HealthEdEng #heelks
Wider world - libraries
International standard (ISO 11620:2014)
• Generic approach to performance
indicators
• Well defined terms
– Resources
– Use (activity)
– Efficiency (cost)
– Potentials and Development (value added work)
• 52 indicators offered
@NHS_HealthEdEng #heelks
Wider world - libraries
International standard - criteria
Informative content (provides information for decision
making
Reliability (produces same result when repeated)
Validity (measures what it is intended to measure –
though indirect measures can be valid)
Appropriateness (units and methods of measurement
appropriate to purpose)
Practicality (does not require unreasonable staff or user
time)
Comparability (the extent to which a score will mean the
same for different services – standard is clear you should
only compare similar services)
@NHS_HealthEdEng #heelks
Wider world
The Metric Tide - dimensions
“Robustness: basing metrics on the best possible data
in terms of accuracy and scope
Humility: recognising that quantitative evaluation should
support – but not supplant – qualitative, expert
assessment
Transparency: keeping data collection and analytical
processes open and transparent, so that those being
evaluated can test and verify the results
Diversity: accounting for variation by field, and using a
range of indicators to reflect and support a plurality of
research and researcher career paths across the system
Reflexivity: recognising and anticipating the systemic
and potential effects of indicators, and updating them in
response.”
@NHS_HealthEdEng #heelks
Wider world
HSCIC – Quality Assurance Indicators Tool
Relevance (Does it meet user need? Is it actionable?)
Accurate and reliable (Quality of data? Is it a good estimate of reality?)
Timeliness and Punctuality (How long after the event is data available / collected?)
Accessibility and clarity (How easy is to access the data? How easy is it to
interpret?)
Coherence and comparability (Are data from different sources on the same topic
similar? Can it be compared over time?)
Trade-offs (Would improving this metric have a negative impact on another?)
Assessment of user needs and perceptions (What do stakeholders think?)
Performance, cost and respondent burden (How much work is involved in
collection?)
Confidentiality and transparency
Tea and biscuits
@NHS_HealthEdEng #heelks
@NHS_HealthEdEng #heelks
Principles for good metrics
Meaningful
• Relates to goals of organisation
• Relates to needs of stake holders
• Re-examined over time to ensure
still valid
@NHS_HealthEdEng #heelks
Principles for good metrics
Actionable
• Measures what matters
• Measures something you can
influence
• Drives changes to behaviour /
services
• Investigate not assume
@NHS_HealthEdEng #heelks
Principles for good metrics
Reproducible
• Clearly defined in advance
• Transparent
• Can be replicated
• Best available data
• Non burdensome (to allow repetition)
@NHS_HealthEdEng #heelks
Principles for good metrics
Comparable
• Valid over time for internal use
• Valid externally for benchmarking
• Respect diversity of services
Quality Metrics Template
@NHS_HealthEdEng #heelks
• Putting theory into practice
• Supporting better metrics
• Supporting sharing
Quality Metrics Template (2.0)
@NHS_HealthEdEng #heelks
http://kfh.libraryservices.nhs.uk/metrics/
Quality Metrics Template (2.0)
@NHS_HealthEdEng #heelks
@NHS_HealthEdEng #heelks
In use - Quality Framework at
Lancashire Teaching Hospitals
@NHS_HealthEdEng #heelks
Knowledge for Healthcare
An underpinning tool
• Supporting thinking around:
– Evaluation framework
– National Statistics Collection revision
– Future LQAF
@NHS_HealthEdEng #heelks
Opening a bank
Promoting sharing and supporting use
• Open submission and
publication
• Quality check – mostly around
reproducibility
• Not a big as rush yet!
• Helpful conversations
Thanks
Alan Fricker - Head of NHS Partnership & Liaison,
King’s College London
Alan.Fricker@kcl.ac.uk
@NHS_HealthEdEng #heelks

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EAHIL 2017 Building Better Metrics

  • 1. Building better metrics – driving better conversations Alan Fricker - Head of NHS Partnership & Liaison, King’s College London
  • 2. Why Metrics? • How are we doing? • How do we compare? • Have changes made a difference? • Have better conversations @NHS_HealthEdEng #heelks
  • 3. Defining terms • "A metric is criteria against which something is measured" (Ben Showers (2015) Library Analytics and Metrics) • "a criterion or set of criteria stated in quantifiable terms" (OED)” @NHS_HealthEdEng #heelks
  • 4. What was the plan? • Take a look around • Identify appropriate methodologies and mechanisms • Help people get better with metrics • Support Knowledge for Healthcare @NHS_HealthEdEng #heelks
  • 5. @NHS_HealthEdEng #heelks NHS explorations National statistics return • Covers finance, activity and staffing • Long history of collection
  • 6. @NHS_HealthEdEng #heelks NHS explorations National statistics return Pro • Consistent questions • Reasonable completion rate • Trends discernable Con • Some regions better than others • Missing data • Inconsistent interpretation • Do they matter?
  • 7. @NHS_HealthEdEng #heelks NHS explorations SHALL National KPI • 2011 consultation on 6 national KPI • Revised to 4 (not all from original list) – % of the organisation’s workforce (headcount) who are registered library members. – % of the organisation’s workforce (headcount) who have registered as a library member in the last year. – % of the organisation’s workforce (headcount) who have used ATHENS in the last year. – % increase in compliance with the Library Quality Assurance Framework (LQAF) compared with the previous year. • Not implemented
  • 8. @NHS_HealthEdEng #heelks NHS Quality Assurance HeLICon and the Library Quality Assurance Framework (LQAF) • Helpful checklist approach • Often seen as key metrics (levels / 90%) • But burdensome
  • 9. Current practice in the NHS • Brief KfH survey on metrics in use • 150 responses but only 47 offered a metric • 117 metrics suggested @NHS_HealthEdEng #heelks
  • 10. Serendipity • Areas for focus (Van Loo in Haines-Taylor & Wilson, 1990): – time consuming – space intensive – high cost – affect most users – directly linked to library objectives – well defined and easy to describe – relatively easy to collect – are in areas where library staff have some control to make changes @NHS_HealthEdEng #heelks
  • 11. @NHS_HealthEdEng #heelks Wider world - libraries International standard (ISO 11620:2014) • Generic approach to performance indicators • Well defined terms – Resources – Use (activity) – Efficiency (cost) – Potentials and Development (value added work) • 52 indicators offered
  • 12. @NHS_HealthEdEng #heelks Wider world - libraries International standard - criteria Informative content (provides information for decision making Reliability (produces same result when repeated) Validity (measures what it is intended to measure – though indirect measures can be valid) Appropriateness (units and methods of measurement appropriate to purpose) Practicality (does not require unreasonable staff or user time) Comparability (the extent to which a score will mean the same for different services – standard is clear you should only compare similar services)
  • 13. @NHS_HealthEdEng #heelks Wider world The Metric Tide - dimensions “Robustness: basing metrics on the best possible data in terms of accuracy and scope Humility: recognising that quantitative evaluation should support – but not supplant – qualitative, expert assessment Transparency: keeping data collection and analytical processes open and transparent, so that those being evaluated can test and verify the results Diversity: accounting for variation by field, and using a range of indicators to reflect and support a plurality of research and researcher career paths across the system Reflexivity: recognising and anticipating the systemic and potential effects of indicators, and updating them in response.”
  • 14. @NHS_HealthEdEng #heelks Wider world HSCIC – Quality Assurance Indicators Tool Relevance (Does it meet user need? Is it actionable?) Accurate and reliable (Quality of data? Is it a good estimate of reality?) Timeliness and Punctuality (How long after the event is data available / collected?) Accessibility and clarity (How easy is to access the data? How easy is it to interpret?) Coherence and comparability (Are data from different sources on the same topic similar? Can it be compared over time?) Trade-offs (Would improving this metric have a negative impact on another?) Assessment of user needs and perceptions (What do stakeholders think?) Performance, cost and respondent burden (How much work is involved in collection?) Confidentiality and transparency
  • 16. @NHS_HealthEdEng #heelks Principles for good metrics Meaningful • Relates to goals of organisation • Relates to needs of stake holders • Re-examined over time to ensure still valid
  • 17. @NHS_HealthEdEng #heelks Principles for good metrics Actionable • Measures what matters • Measures something you can influence • Drives changes to behaviour / services • Investigate not assume
  • 18. @NHS_HealthEdEng #heelks Principles for good metrics Reproducible • Clearly defined in advance • Transparent • Can be replicated • Best available data • Non burdensome (to allow repetition)
  • 19. @NHS_HealthEdEng #heelks Principles for good metrics Comparable • Valid over time for internal use • Valid externally for benchmarking • Respect diversity of services
  • 20. Quality Metrics Template @NHS_HealthEdEng #heelks • Putting theory into practice • Supporting better metrics • Supporting sharing
  • 21. Quality Metrics Template (2.0) @NHS_HealthEdEng #heelks http://kfh.libraryservices.nhs.uk/metrics/
  • 22. Quality Metrics Template (2.0) @NHS_HealthEdEng #heelks
  • 23. @NHS_HealthEdEng #heelks In use - Quality Framework at Lancashire Teaching Hospitals
  • 24. @NHS_HealthEdEng #heelks Knowledge for Healthcare An underpinning tool • Supporting thinking around: – Evaluation framework – National Statistics Collection revision – Future LQAF
  • 25. @NHS_HealthEdEng #heelks Opening a bank Promoting sharing and supporting use • Open submission and publication • Quality check – mostly around reproducibility • Not a big as rush yet! • Helpful conversations
  • 26. Thanks Alan Fricker - Head of NHS Partnership & Liaison, King’s College London Alan.Fricker@kcl.ac.uk @NHS_HealthEdEng #heelks

Notas do Editor

  1. You could say Something to argue with
  2. Example of use of these figures in the NLH finance report
  3. Previous attempt to address this issue. Feel very culpable here as one of the people who shot holes in things. Basically – I could game almost every single one – the question was – did they matter? First six KPI1. Percentage of the organisation’s workforce (headcount) which are “active* library users. (Indicates penetration of library service). KPI2. Percentage of the organisation’s workforce (headcount) which are registered ATHENS users. (Indicates use of e-resources) (E.g., 1000 Athens users in an organisation of 10,000 staff = 10% ) KPI3. Re-current expenditure commitment on library services based on the organisation's workforce (WTE). (Indicates Trust commitment to Library Services). (E.g., £100,000 spent on Library services in a Trust of 10,000 staff = £10 is spent on library services per WTE) KPI4. Number of information consultancy enquiries per member of staff based on the organisation's workforce (WTE). (Indicates penetration level of Library enquiries on the organisation). (E.g., 400 enquiries in an organisation with 1,000 staff = a penetration level of 0.4) KPI5. Percentage of the organisation's workforce (headcount) that subscribe to current awareness services. (Indicates penetration level of current awareness services on the organisation). KPI6. Percentage of organisation's workforce (headcount) which have received information skills training in one year. (Indicates penetration of information skills/information literacy training on organisation).
  4. We started by considering where metrics (and quality assurance / KPI) had been discussed in the NHS previously – we stuck with major initiatives and did not seek out an exhaustive picture of local work. Helicon roots back in original LINC health panel accreditation checklist and toolkit (1996-1998). LQAF 2010 onwards
  5. Why so few metrics? Issue with tool? Survey overload? Discomfort with metrics?
  6. Discovered on the discard pile – describe what we were seeing in the survey data perfectly
  7. Bingo! Powerful way to think about what we are interested in
  8. Debate in HE around use of Metrics – post REF 2014 and in an increasingly numbers driven approach to career futures.
  9. Now Known as NHS Digital. National Library of quality assurance indicators – task under the 2012 Health and Social Care Act – aimed at healthcare delivery and performance but work for our quality purposes too
  10. People care about this metric
  11. This metric makes a difference
  12. You could repeat my metric and the results would be consistent
  13. Take care with comparisons!
  14. Doing this is not easy! The template is there to help
  15. Main template – spells it out and offers gaps. Simple Word based
  16. Checklist – good enough for Gawande and the WHO – good enough for me
  17. Booklet with modified forms (previous version) Uses 9 lightly modified templates to define and present quality standards Used to help present a wide picture of the service Revisiting standards at moment to ensure meaningful – time of document supply turn around for example as always made. Is it challenging? Meaningful? Good feedback from colleagues within service and that she works with – wider use in division who were thinking about similar issues Three year was plan but more organic in the end
  18. (accessing GMC data, considering options for KnowledgeShare)