23
20180307 1 MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF HEALTHCARE SERVICES PROFESSOR GLENN ROBERT, KING’S COLLEGE LONDON @gbrgsy [email protected] A question from the back of the room: “How many PDSA cycles did you complete?”

MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

  • Upload
    others

  • View
    4

  • Download
    0

Embed Size (px)

Citation preview

Page 1: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

1

MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF HEALTHCARE SERVICES

PROFESSOR GLENN ROBERT, KING’S COLLEGE LONDON @gbrgsy [email protected]

A question from the back of the room:

“How many PDSA cycles did you complete?”

Page 2: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

2

Where I thought I was 

in 2008

Where I actually was in 2008*

Where I am in 2018

* Henriks, 2008

• Our journey with co‐design and co‐production; the science and the practice

• Co‐design and healthcare quality improvement

• Now the bad news …

• State of the science: three Experience‐based Co‐design case studies

• A recap looking back on the last 13 years

Page 3: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

3

Our journey with co‐design and co‐production; the science and the practice

Page 4: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

4

Co‐design and co‐production: back to the 1970s

Co‐design or co‐production?

Co‐designing a service involves sharing decision‐making power with people. This means that people’s voices must be heard, valued, debated and then –most importantly – acted upon. Co‐production goes one step further by enabling people to play roles in delivering the services that they have designed. 

Slay & Stephens (2013). Co‐production in mental health: a literature review. London: new economics foundation

Page 5: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

5

What has this got to do with improving quality in 2018?

“The more patients and families become empowered, shaping their care, the better that care becomes, and the lower the costs. Clinicians, and those who train them, should learn how to ask less, ‘What is the matter with you?’ and more, ‘What matters to you?’ Coproduction, co‐design and person‐centred care are 

among the new watchwords, and professionals, and those who train them, should master those ideas and embrace the transfer 

of control over people’s lives to the people.”

Berwick D. (2016) ‘Era 3 for Medicine and Health Care’, JAMA 315(13): 1329‐30

Page 6: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

6

Where it all began (for us): design theory

• Distinctive features are: – direct user and provider participation in a face‐to‐face collaborative venture to co‐design services, and 

– a focus on designing experiences as opposed to systems or processes (thereby requiring ethnographic methods such as narrative‐based approaches and in‐depth observation)

• Draws its inspiration from a subfield of the design sciences such as architecture and software engineering 

Design theory

Berkun, 2004 adapted by Bate. Source: Bate P, Robert G (2006). ‘Experience‐based design: from redesigning the system around the patient to co‐designing services with the patient.’ Quality and Safety in Health Care vol 15 (5), pp 307–10

What makes a good service: designing experiencesPerformance

Is it functional?

Lean

Engineering

Is it safe and reliable?

Safer Patients Initiative

The Aesthetics of Experience

What does it feel like?

Human environment

Physical environment

Co‐design

Page 7: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

7

13 years ago in a head & neck cancer service …

A participatory action research approach that combines: a user-centred orientation (EB) and a collaborative change process (CD)

Page 8: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

8

Co‐design and healthcare quality improvement

Co‐design & healthcare quality improvement

• value in integrating human‐centred tools and values of co‐design into quality improvement approaches in healthcare organisations

Bate SP and Robert G. (2007) Bringing user experience to health care improvement: the  concepts, methods and practices of experience‐based design. Oxford; Radcliffe Publishing 

patients at the heart of the quality improvement effort ‐

but not forgetting staff

a focus on designing experiences, not just systems 

or processes

where staff and patients participate alongside one 

another to co‐design services

• a co‐design approach (Experience‐based Co‐design) as applied to quality improvement ‘work’ in healthcare services

Page 9: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

9

https://cdnapisec.kaltura.com/html5/html5lib/v2.62/mwEmbedFrame.php/p/1854942/uiconf_id/35325301?wid=1_jne4lu2m&iframeembed=true&playerId=kaltura_player_5a1d76020d5ce&

flashvars%5bplaylistAPI.kpl0Id%5d=1_kthmiweo&flashvars%5bplaylistAPI.aut

https://www.pointofcarefoundation.org.uk/resource/experience‐based‐co‐design‐ebcd‐toolkit/

Experience‐based Co‐design (EBCD)

Staff wellbeing & patient experience

http://www.aprilstrategy.com/infographic/

Page 10: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

10

Patient narratives and touchpoints

• Critical points

• Big moments (good and bad)

• Moments of truth

• Emotional hotspots

Page 11: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

11

The co‐design teams

Page 12: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

12

Prototyping•move beyond talking and thinking about a touchpoint to actually making progress toward action 

•giving permission to explore new behaviours 

• lots of different methods: can vary from paper sketches, to a physical model, to a fully acted out service (role play)

•make prototypes ‘early, ugly & often’; create something quickly, test it, and then iterate the design 

•build buy‐in from partners and other stakeholders 

Page 13: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

13

The Experience‐based Co‐design process

As a local QI intervention As part of MRC Complex Interventions framework

As funded researchDoctoral/post‐doctoral studies• Improving the experiences of palliative care for older people, their carers and staff in the Emergency Department using EBCD

• Understanding Patient & Staff Experience of EBCD on an Acute Mental Health Ward To Promote Patient Centred Service Improvement

• Enhancing Therapeutic Engagement in Acute Psychiatric Wards: an EBCD project

• Safe management of people with Type 1 diabetes and EAting

Disorder StudY (STEADY )

Page 14: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

14

Now the bad news …

• Co‐planning• Co‐management• Co‐assessment• Co‐innovation

Page 15: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

15

Page 16: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

16

The evidence base for co‐design & co‐production• very weak on evidence of impacts

• breadth of terms & lack of focus; as meanings become more diffuse and confused, claims made for potential become more fanciful

• lots of single case studies (‘000s); strong on nature and level of co‐design/co‐production but weak on wider, long term impacts

• hope that can transform service outcomes without increasing costs unproven; economic case hard to sustain

• lack of longitudinal evaluationLoeffler E & Bovaird T. (2016) ‘User and Community Co‐Production of Public Services: What Does the Evidence Tell Us?’ International Journal of Public Administration  Vol. 39; 

Durose C, Needham C, Mangan C et al. (2017) Generating ‘good enough’ evidence for co‐production. Evidence & Policy, 13(1): 135‐151

Critiques of co‐design, co‐production

• little critical engagement with issues of power and power relations

• notions of equality, equal contribution & mutual respect are difficult to establish in health & social care

• service user empowerment & democratization of service provision risk being deployed simplistically

• ‘dark side’ (oppression & social exclusion):– reinforcing inequalities

– ‘captured’ co‐production

– substitution of labour; socio‐economic context in which co‐production takes place (‘race to the bottom at time of austerity’)

– cover for political decisions; constrained by ‘politically defined visions of the future’ or radically emancipatory in nature?

Iedema, R., et al. (2010). ‘Codesigning as a Discursive Practice in Emergency Health Services: The Architecture of Deliberation’. The Journal of Applied Behavioral Science, 46: 73–91; Farr, M. (2013). ‘Citizens and the co‐creation of public service innovation’. In Osborne, S. P. and Brown, L. (eds), Handbook of Innovation in Public Services. Cheltenham: Edward Elgar, pp. 445–458 ; Osborne, S et al . (2016). Co‐production and the co‐creation of value in public services: a suitable case for treatment? Public Management Review, 18 (5), pp.639‐653; Fotaki, M. (2015) Co‐Production Under the Financial Crisis and Austerity . Journal of Management Inquiry , 24(4): 433 ‐ 438 ; Loeffler E & Bovaird T. (2016) 

‘User and Community Co‐Production of Public Services: What Does the Evidence Tell Us?’ International Journal of Public Administration  Vol. 39 

Page 17: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

17

State of the ‘science’: three Experience‐based Co‐design case studies

Three EBCD case studies

• ‘My care, my voice’ in a learning disabilities service in Leicester, England

• ‘Accelerated’ EBCD in Intensive Care Units and lung cancer services in Reading & London, England

• People living with severe mental illness in Victoria, Australia improve psychosocial recovery outcomes (CORE)

Page 18: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

18

‘My care, my voice’ in a learning disabilities service

Page 19: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

19

Humanising healthcareForms of humanization

insiderness

agency

uniqueness

togetherness

sense‐making

personal journey

sense of place

embodiement

Forms of dehumanization

objectivication

passivity

homogenization

isolation

loss of meaning

loss of personal journey

dislocation

reductionist body

Adapted from Todres L, Galvin T and Holloway I. (2009) ‘The humanisation of health care: a value framework for qualitative research. Int J of Qualitative Studies on Health and Wellbeing, 4: 68‐77

‘Accelerated’ EBCD: improvement activities & trigger films

• similar improvement activities to standard EBCD projects

• 48 improvement activities in total:

– 21 small scale changes

– 21 process redesign within teams

– 5 process redesign between services/activities

– 1 process redesign between organisations

• costs of AEBCD are around 40% of EBCD (excluding one‐off costs of developing a national trigger film)

Locock L, Robert G, Boaz A et al. (2014) ‘Testing accelerated experience‐based co‐design: a qualitative study of using a national archive of patient experience narrative interviews to promote rapid patient‐centred service improvement’, Health Serv Deliv Res, 

2(4)

http://www.healthtalk.org/peoples‐experiences/improving‐health‐care/trigger‐films‐service‐improvement/topics

Page 20: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

20

Getting to the CORE: testing a co‐design technique to optimise psychosocial recovery outcomes for people affected by mental illness

Palmer V, Chondros P, Piper D, Callander R, Weavell W, Godbee K, et al. (2015) The CORE Study protocol: a stepped wedge cluster randomized controlled trial to test a co‐design technique to optimize psychosocial recovery outcomes for people affected by mental illness. BMJ Open

A theory of change …

Palmer V, Chondros P, Piper D, Callander R, Weavell W, Godbee K, et al. (2015) The CORE Study protocol: a stepped wedge cluster randomized controlled trial to test a co‐design technique to optimize psychosocial recovery outcomes for people affected by mental illness. BMJ Open

Page 21: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

21

Adapted from Palmer V et al. (manuscript in preparation). ‘The participatory Zeitgeist—identification of mechanisms of change and the development of an explanatory theoretical model for a new era of healthcare quality improvement’. 

Eight proposed mechanisms of change

A recap looking back on the last 13 years

Page 22: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

22

Where has co‐design reached?• lower levels of involvement in latter co‐design process; 

patients feel that technical dimensions of implementing QI solutions lie with staff?

• further (creative) work is needed to overcome tendency towards administrative & bureaucratic processes 

• emotional work: requires ongoing support to ensure patients can play a meaningful role as co‐designers in QI

• interpersonal burden for patients, carers and staff in speaking across socio‐cultural and organizational boundaries

• facilitation role is critical

Iedema, R., et al. (2010). ‘Codesigning as a Discursive Practice in Emergency Health Services: The Architecture of Deliberation’. The Journal of Applied Behavioral Science, 46: 73–91; Bowen, S et al. (2013). ‘How was it for you? Experiences of participatory design in the UK health service’. CoDesign: International Journal of CoCreation and Design and the Arts, 9: 230–246; Thomson A et al. (2015) Improving the quality of participant interaction and ideation tools within service improvement activities. BMC Health Services Res

Recap

• neither co‐design nor co‐production are new concepts

• situating them within healthcare ‘Improvement Science’ is (relatively) new

• misuse of terms & concepts risks denuding them of radical meaning

• focus needs to shift away from collecting more data on patient experience towards embedding co‐design/co‐production mindset as a way of doing QI ‘work’ in healthcare

• evidence is growing about the effectiveness of co‐design/co‐production approaches but what are our theories of change? 

• co‐design/co‐production represent a radical way of thinking of the role of patients & a structured process for involving them in all stages of QI

Page 23: MICROMASTERY OF PATIENTS & STAFF AS CO-DESIGNERS OF ... · Co‐design and co‐production: back to the 1970s Co‐design or co‐production? Co‐designing a service involves sharing

2018‐03‐07

23

Further information

• EBCD toolkit: https://www.pointofcarefoundation.org.uk/resource/experience‐based‐co‐design‐ebcd‐toolkit/

• EBCD LinkedIn group: www.linkedin.com/groups/Experiencebased‐codesign‐6546554

• twitter: @gbrgsy, @PointofCareFdn

• EBCD one day training course, team email: [email protected]

•Glenn Robert email: [email protected]