Vol.1, Issue 5, Sep - Oct 2003

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Using iThink ® to Explore Systems Issues in Health and Social Care

Jackie Glew
Woodville Consultancy

Talk about taking a "whole systems approach" to planning is not new in the UK health and social care sectors. But what does this mean in the context of public policy which links much needed additional resources to performance against an ever-tougher range of targets?

The Performance Assessment Frameworks for personal social services and the National Health Service (NHS) judge how successful the system is via a raft of indicators reflecting the key values of the service - fair access, or quality of services for carers and users, for example. They also recognise that the components of health and social care interact to form a wider complex system with the inclusion of "interface" indicators to which both sectors contribute. Despite this, the perception of staff and users of the service alike is that the health and social care economy is failing.

Most organisations now accept that for significant improvements to occur, we need to consider not just the discrete contributions that individuals and organisations can make, but how the whole system works together. This is not just about getting the key stakeholders around a table and understanding their roles - strategic partnerships and multi-agency operational steering groups already abound in the public services - it is about gathering local intelligence to understand the impact of changes in one part of the system on everything else.

Woodville's consultants have been using system dynamics and the iThink ® software as a unifying approach to develop strategic plans and stimulate learning and the implementation of change within a number of health and social care communities.

Woodville is also a partner in the Whole Systems Partnership, helping to improve partnership working and service integration across the health and social care economy.

For further information, please contact Peter Lacey at:

Woodville Consultancy Ltd.
The Old Crown
Farnham
North Yorkshire HG5 9JD
UNITED KINGDOM

Tel: 01423 340585
Email: peter.lacey@woodville-consultancy.co.uk
www.woodville-consultancy.co.uk
www.thewholesystem.co.uk


The challenge in this is that community care systems, in common with other public services, are hugely complex. And there is a wide diversity of organisations involved in public service delivery, often not directly accountable. An effect of this complexity is that it is more difficult to predict the outcomes of an intervention. Feedback loops and delays in one part of the system can lead to false assumptions about the effects of actions, and this in turn can cause initiatives to fall flat or have unintended consequences. Take for example the Government's pledge to eliminate NHS waiting lists - admirable as an aspiration until you read the National Audit Office's findings that around 20% of consultants are having to routinely juggle clinical priorities to avoid financial penalties of long lists.

So how can systems modelling and whole systems thinking help?

We believe that the greatest insight comes from:

  • Engagement with key stakeholders to arrive at a shared understanding of the problem and its drivers
  • Identification of the data required to populate the model
  • The use of a good software package such as iThink® to allow a variety of assumptions and their sensitivities with regard to the system as a whole to be tested

Woodville Consultancy has worked with health economies in a number of ways to help "unstick" intransigent problems.

One approach might be the series of three workshops run in conjunction with Social Services and housing colleagues in Leeds. The aim was to deliver a model that enabled partners to understand factors influencing the demand and supply of long term care for older people, and therefore to plan better for this provision through to 2021.

The workshops were attended by a project team of key stakeholders from social services, housing, health, and the independent sector, with a facilitator experienced in whole systems thinking.

The first workshop set out to scope the issues and produce a visual representation of the system and the influences on supply and demand over the specified period of time. For the Leeds project team the first step was to come to a shared understanding of the system within which long term care was a key element. A fundamental change in the "mental map" of what was meant by the brief was the inclusion of a growth sector of long-term care provided outside of an institutional setting.

Having established a shared view, the period between the first and second workshops was used to obtain data consistent with those drivers and influences.

Feedback is a crucial element in developing any model. At Workshop 2, the project team checked that the emerging model accurately reflected learning from the first workshop in terms of importance of influences and drivers. They identified three sectors: a demographic sector; a hospital/intermediate care sector; and the long-term care sector itself. Assumptions were made for each of these sectors based on intelligence acquired within the workshops. These included:

  • The relationship between 65-74 year olds and 85+ as a pool of carers
  • Changes in the growth rate of intensive home care over time
  • Average length of stay in care homes, modified by intensive home care
  • The effects of government strategic initiatives on emergency admissions
  • The changing balance over time of intermediate care between diversion from hospital in the first place and early discharge from hospital
The final workshop was an opportunity to explore the behaviour of the model and any resultant learning, in particular any behaviour that was contrary to what might be expected. For the Leeds team, the modelling process broadly confirmed participants expectations of the need to sustain a healthy care home sector at levels similar to today to reflect demographic changes, but also highlighted a need to focus attention on providing long term care in non-residential settings, and also the importance of intermediate care in the process.

As well as delivering consultancy in four key programme areas (whole systems review, partnership development and support, whole system dynamic modelling, and project and programme management), we also run bespoke training of 1-3 days duration for clients interested in learning how to use iThink® effectively in a health or social care setting.

We have a policy of openness and sharing, and place emphasis on organisations learning from each other. To that end, new and existing clients are invited to participate in practitioners' workshops. These are run on a "clinic" basis where people can ask for help, share ideas, seek fresh insights into challenging development, and solve modelling problems. This will soon be backed up by ongoing support through an online discussion forum on our web site which is moving from www.woodville-consultancy.co.uk to www.thewholesystem.co.uk.


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