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Self-Assessment Tool



Exploring Organizational Capacity to
           Use Research
Self-Assessment Tool
             Overview
the context
the CHSRF tool
relevance to knowledge brokers
group work
final thoughts
Context: Research Use
Efforts to help healthcare organizations
 develop ―research-informed‖ culture
 Often relies on identifying leaders who can
 promote organizational/cultural change
However
   leaders are only a part of the equation …
Limitations of Leadership
―…the search for leaders might actually divert
our attention from a deeper need—the need to
understand why it is that those institutions find
it so hard to evolve in the first place…‖

  Senge, P. (1998). Towards an ecology of leadership: An emerging systems
  theory of leadership, and profound organizational change. Cambridge, MA: MIT
  Sloan School
If Not Leaders, Then What?
The Foundation‟ focuses on several key dimensions of
organizational capacity to use research.

  Acquiring: Can you find and obtain the findings you need?
  Assessing: Can you assess research findings to ensure they are
  reliable, relevant, and applicable to you?
  Adapting: Can you adapt the research to make it „work‟ in the
  local context?
  Applying: Do you have skills, structures, processes, and culture
  to promote and use research findings in decision-making?
How Does the
     Self-Assessment Tool fit in?
CHSRF’s self-assessment tool is NOT:
    A test you take that gives you a “score” to compare
    yourself to like organizations
    A diagnostic tool that identifies “symptoms” in your
    organization, and appropriate “cures”
    Something that provides “the answer” to a specific
    problem.
•   So what is the tool and what does it do?
How Does the
    Self-Assessment Tool fit in?
CHSRF’s self-assessment tool IS:
  A resource for individuals who would like to advance the
  role of evidence in their organization
  A tool to structure a discussion around research use
  priorities and needs
  A way to clarify needs and establish priorities
  Support for resource allocation decisions
Background
Purpose: to help health service and policy
organizations evaluate their capacity to use
research results, in addition to more common
forms of evidence, when making management
and policy decisions
    Developed in 2000/ 2001
    Iterative process
History
Tool used sporadically from 2000 – 2003
Usability and responsiveness assessment
(2003-2004)
Tool adopted by others
Revisions (2005)
Re-launch (Today)
Usability Assessment
34 organizations recruited from 4 health sectors
including:
  Long-term care facilities
  Government departments and branches
  Community and public health organizations
  NGOs
Some Key Messages
“The tool was useful in bringing about discussion of research
within organization, bi-directionally among levels, including
research utilization and awareness of local context” (Long-term
care facility)
“One group came to the new (to them) realization that not only
can research be used for clinical practice decisions but also to
help organizations work more effectively.” (Hospital)
“The discussion … was extraordinarily valuable beyond your
research project, in terms of having a better understanding of how
things work at the corporate end of things.” (NGO).
The Self-Assessment Tool for
     Knowledge Brokers?
To be effective, knowledge brokers need to
 understand all communities they serve and
                    bridge.
How can the Self-Assessment Tool
  support knowledge brokers?
Use the tool to:
  facilitate dialogue
  identify needs
  tailor support
Facilitating the dialogue
Setting aside the appropriate time
    Need time dedicated to an open and engaging
    discussion
Identifying the right group
?   someone influential
?   someone enthusiastic about using evidence
Identifying needs
Four key dimensions of organizational capacity
to use research
  Acquiring
  Assessing
  Adapting
  Applying
Identify areas where capacity development is
warranted
Tailoring support
Support capacity
development efforts
Build on strengths
while supporting
weaknesses
Bring down barriers
through facilitating
factors
Now
YOUR Turn
Facilitating the dialogue:
How do we launch the dialogue?
    Getting the topic on the agenda
    Creating an open / unthreatening environment
Who is the right group?
    Group composition
    Group size
    Group dynamics
             Barriers / challenges?
             Ideas / approaches?
Identifying needs:
Understanding the 4 A’s (acquiring, assessing, adapting,
applying)
How do we get an accurate depiction of the
situation?
   All voices heard
   Balance between „necessity‟ and „nice to have‟
            Barriers / challenges?
            Ideas / approaches?
Tailoring support
How do we prioritize support?
  Internal resources versus external resources
  capacity development efforts
How do we make use of what exists?
  Ensuring appropriate individuals within the organizations
  recognize existing resources / services
When do we re-assess?
              Barriers / challenges?
               Ideas / approaches?

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Assessing Organizational Capacity for Research Use

  • 2. Self-Assessment Tool Overview the context the CHSRF tool relevance to knowledge brokers group work final thoughts
  • 3. Context: Research Use Efforts to help healthcare organizations develop ―research-informed‖ culture Often relies on identifying leaders who can promote organizational/cultural change However leaders are only a part of the equation …
  • 4. Limitations of Leadership ―…the search for leaders might actually divert our attention from a deeper need—the need to understand why it is that those institutions find it so hard to evolve in the first place…‖ Senge, P. (1998). Towards an ecology of leadership: An emerging systems theory of leadership, and profound organizational change. Cambridge, MA: MIT Sloan School
  • 5. If Not Leaders, Then What? The Foundation‟ focuses on several key dimensions of organizational capacity to use research. Acquiring: Can you find and obtain the findings you need? Assessing: Can you assess research findings to ensure they are reliable, relevant, and applicable to you? Adapting: Can you adapt the research to make it „work‟ in the local context? Applying: Do you have skills, structures, processes, and culture to promote and use research findings in decision-making?
  • 6. How Does the Self-Assessment Tool fit in? CHSRF’s self-assessment tool is NOT: A test you take that gives you a “score” to compare yourself to like organizations A diagnostic tool that identifies “symptoms” in your organization, and appropriate “cures” Something that provides “the answer” to a specific problem. • So what is the tool and what does it do?
  • 7. How Does the Self-Assessment Tool fit in? CHSRF’s self-assessment tool IS: A resource for individuals who would like to advance the role of evidence in their organization A tool to structure a discussion around research use priorities and needs A way to clarify needs and establish priorities Support for resource allocation decisions
  • 8. Background Purpose: to help health service and policy organizations evaluate their capacity to use research results, in addition to more common forms of evidence, when making management and policy decisions Developed in 2000/ 2001 Iterative process
  • 9. History Tool used sporadically from 2000 – 2003 Usability and responsiveness assessment (2003-2004) Tool adopted by others Revisions (2005) Re-launch (Today)
  • 10. Usability Assessment 34 organizations recruited from 4 health sectors including: Long-term care facilities Government departments and branches Community and public health organizations NGOs
  • 11. Some Key Messages “The tool was useful in bringing about discussion of research within organization, bi-directionally among levels, including research utilization and awareness of local context” (Long-term care facility) “One group came to the new (to them) realization that not only can research be used for clinical practice decisions but also to help organizations work more effectively.” (Hospital) “The discussion … was extraordinarily valuable beyond your research project, in terms of having a better understanding of how things work at the corporate end of things.” (NGO).
  • 12. The Self-Assessment Tool for Knowledge Brokers? To be effective, knowledge brokers need to understand all communities they serve and bridge.
  • 13. How can the Self-Assessment Tool support knowledge brokers? Use the tool to: facilitate dialogue identify needs tailor support
  • 14. Facilitating the dialogue Setting aside the appropriate time Need time dedicated to an open and engaging discussion Identifying the right group ? someone influential ? someone enthusiastic about using evidence
  • 15. Identifying needs Four key dimensions of organizational capacity to use research Acquiring Assessing Adapting Applying Identify areas where capacity development is warranted
  • 16. Tailoring support Support capacity development efforts Build on strengths while supporting weaknesses Bring down barriers through facilitating factors
  • 18. Facilitating the dialogue: How do we launch the dialogue? Getting the topic on the agenda Creating an open / unthreatening environment Who is the right group? Group composition Group size Group dynamics Barriers / challenges? Ideas / approaches?
  • 19.
  • 20. Identifying needs: Understanding the 4 A’s (acquiring, assessing, adapting, applying) How do we get an accurate depiction of the situation? All voices heard Balance between „necessity‟ and „nice to have‟ Barriers / challenges? Ideas / approaches?
  • 21.
  • 22. Tailoring support How do we prioritize support? Internal resources versus external resources capacity development efforts How do we make use of what exists? Ensuring appropriate individuals within the organizations recognize existing resources / services When do we re-assess? Barriers / challenges? Ideas / approaches?