Lessard Sylvie, Bareil Céline, Lalonde Lyne, Duhamel Fabie, Hudon Eveline, Goudreau Johanne, Lévesque Lise
HEC Montréal, Montreal, Canada.
CETO (Center for Research in Organizational Transformation), Pôle Santé, HEC Montréal, Montreal, Canada.
Implement Sci. 2016 Jul 16;11:97. doi: 10.1186/s13012-016-0458-7.
Facilitation is a powerful approach to support practice change. The purpose of this study is to better understand the facilitation roles exercised by both external facilitators and interprofessional facilitation teams to foster the implementation of change. Building on Dogherty et al.'s taxonomy of facilitation activities, this study uses an organizational development lens to identify and analyze facilitation roles. It includes a concise definition of what interprofessional facilitation teams actually do, thus expanding our limited knowledge of teams that act as change agents. We also investigate the facilitation dynamics between change actors.
We carried out a qualitative analysis of a 1-year process of practice change implementation. We studied four family medicine groups, in which we constituted interprofessional facilitation teams. Each team was supported by one external facilitator and included at least one family physician, one case manager nurse, and health professionals located on or off the family medicine group's site (one pharmacist, plus at least one nutritionist, kinesiologist, or psychologist). We collected our data through focus group interviews with the four teams, individual interviews with the two external facilitators, and case audit documentation. We analyzed both predetermined (as per Dogherty et al., 2012) and emerging facilitation roles, as well as facilitation dynamics.
A non-linear framework of facilitation roles emerged from our data, based on four fields of expertise: change management, project management, meeting management, and group/interpersonal dynamics. We identified 72 facilitation roles, grouped into two categories: "implementation-oriented" and "support-oriented." Each category was subdivided into themes (n = 6; n = 5) for clearer understanding (e.g., legitimation of change/project, management of effective meetings). Finally, an examination of facilitation dynamics revealed eight relational ties occurring within and/or between groups of actors.
Facilitation is an approach used by appointed individuals, which teams can also foster, to build capacity and support practice change. Increased understanding of facilitation roles constitutes an asset in training practitioners such as organizational development experts, consultants, facilitators, and facilitation teams. It also helps decision makers become aware of the multiple roles and dynamics involved and the key competencies needed to recruit facilitators and members of interprofessional facilitation teams.
促进是支持实践变革的一种有力方法。本研究的目的是更好地理解外部促进者和跨专业促进团队为推动变革实施所发挥的促进作用。基于多尔蒂等人的促进活动分类法,本研究运用组织发展视角来识别和分析促进作用。它包括对跨专业促进团队实际工作的简要定义,从而扩展了我们对作为变革推动者的团队的有限认知。我们还研究了变革参与者之间的促进动态。
我们对为期1年的实践变革实施过程进行了定性分析。我们研究了四个家庭医学小组,在其中组建了跨专业促进团队。每个团队由一名外部促进者提供支持,并且至少包括一名家庭医生、一名个案管理护士以及在家庭医学小组现场或不在现场的健康专业人员(一名药剂师,外加至少一名营养师、运动生理学家或心理学家)。我们通过与四个团队进行焦点小组访谈、与两名外部促进者进行个人访谈以及案例审核文件来收集数据。我们分析了预先确定的(根据多尔蒂等人,2012年)和新出现的促进作用,以及促进动态。
基于四个专业领域,我们的数据呈现出一个非线性的促进作用框架:变革管理、项目管理、会议管理以及群体/人际动态。我们识别出72种促进作用,分为两类:“以实施为导向”和“以支持为导向”。为了更清晰地理解,每个类别又细分为若干主题(分别为6个和5个)(例如,变革/项目的合法化、有效会议的管理)。最后,对促进动态的考察揭示了在行动者群体内部和/或之间出现的八种关系纽带。
促进是一种由指定个体采用的方法,团队也可以加以推动,以建设能力并支持实践变革。对促进作用的更深入理解对于培训诸如组织发展专家、顾问、促进者和促进团队等从业者而言是一项资产。它还有助于决策者意识到其中涉及的多种角色和动态,以及招募促进者和跨专业促进团队成员所需的关键能力。