accidental, unprepared, and unsupported: clinical nurses becoming managers
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This article was downloaded by: [Griffith University]On: 28 December 2011, At: 16:52Publisher: RoutledgeInforma Ltd Registered in England and Wales Registered Number: 1072954 Registeredoffice: Mortimer House, 37-41 Mortimer Street, London W1T 3JH, UK
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Accidental, unprepared, andunsupported: clinical nurses becomingmanagersKeith Townsend a , Adrian Wilkinson a , Greg Bamber b & CameronAllan aa Centre for Work, Organisation and Wellbeing, Griffith University,Queensland, Australiab Department of Management, Monash University, Melbourne,Australia
Available online: 07 Oct 2011
To cite this article: Keith Townsend, Adrian Wilkinson, Greg Bamber & Cameron Allan (2012):Accidental, unprepared, and unsupported: clinical nurses becoming managers, The InternationalJournal of Human Resource Management, 23:1, 204-220
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Accidental, unprepared, and unsupported: clinical nurses becomingmanagers
Keith Townsenda*, Adrian Wilkinsona, Greg Bamberb and Cameron Allana
aCentre for Work, Organisation and Wellbeing, Griffith University, Queensland, Australia;bDepartment of Management, Monash University, Melbourne, Australia
To what extent have hospitals developed their skilled clinicians to perform theadministrative and human resources (HR) manager role of the ward manager? Weconsider this research question through an analysis of an acute hospital called ‘TheHospital’ where the executive team is aiming to adopt a form of high-performancework system (HPWS). We focus primarily on explanations in terms of conditions,rather than the personalities of individual managers, which are most powerful inshaping their behaviour. There has long been a failure of hospitals (and otheremploying organisations) to develop fully the skills required by employees before theybecome line managers. Line managers are a critical link in the high-performance chainand this study illustrates that, despite their rhetoric, hospitals may still have muchpotential for implementing schemes to develop nurses further to prepare them for line-manager positions and to support them after they move into such roles. We infer fromthis study that such hospitals may not yet have completed the journey to having HPWS.Hence, there is still much scope for such hospitals to progress and enjoy the benefitsthat proponents claim for HPWS.
Keywords: career development; high performance work systems; hospitals; humanresource management; line managers; nurses
Introduction
Hospitals in most countries are of much interest as subjects of research, not least since they
have faced growing challenges in recent years (Degeling, Meaxwell, Kennedy and Coyle
2003). These challenges include increased costs, per capita decreases in their funding and
technology that delivers both less invasive surgery (consequently a capacity to perform
more procedures) and the capacity to deal with more complex medical interventions. One
important way of improving and maintaining service delivery is to manage the HR- or
people-management function more effectively (Townsend, Bartram and Wilkinson 2011).
There are various paradigms through which people management can be considered.
In this article, we are using a high-performance work system (HPWS) approach to suggest
that in terms of people management, there are potential benefits for hospitals that shift
from an old style of ‘personnel administration’ towards fostering HPWSs.
We use the term ‘HPWS’ in this article, even though there are other terms used
elsewhere, which have similar implications, for example, high-performance HR, high-
involvement work practices, strategic human resource management (HRM) and so on.
In the literature, there is a widely accepted assumption that there are clusters or bundles of
HR practices, which are at the core of HPWSs. The high-performance paradigm is
ISSN 0958-5192 print/ISSN 1466-4399 online
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http://dx.doi.org/10.1080/09585192.2011.610963
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*Corresponding author. Email: [email protected]
The International Journal of Human Resource Management,
Vol. 23, No. 1, January 2012, 204–220
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promoted as ‘best practice’ on the grounds that these bundles of HR practices yield better
performance levels than those associated with more traditional personnel and employment
relations practices (Godard 2004).
Hospitals are different from most other types of enterprises in that their effectiveness
can be measured through their success in treating illness, avoiding deaths or in the case
of palliative care units, making death as humane as possible. Hospitals have a unique set of
performance measures, for example, staff per bed workloads, number of patients treated,
patient mortality (West et al. 2002; Buchan 2004; West, Guthrie, Dawson, Borrill and
Carter 2006). In these circumstances successful management of hospital workforces is
vital to improve a hospital’s performance.
HPWSs involve the successful use of complementary HR policies to enhance
employee skills and commitment as a means of improving an organisation’s performance.
While slow to adopt HPWSs, the health care industry appears to be catching on to the
potential benefits and many hospitals are placing a greater importance on the management
of their people (Townsend and Wilkinson 2010). There are various definitions of HPWSs,
but in most of them the role of first-line managers is seen as crucial in the successful
implementation of HPWS. Further, a critical component of the implementation of
successful HR policies and practices is the person who is most responsible for the delivery
of these policies and practices – the first-line managers whom we focus on in this article.
This article draws on research on nurses, and, in particular, moves of nurses into
managerial positions. Nursing has typically been viewed as a vocation, which was a career
in itself. However, there has been limited scholarly consideration given to career paths of
those people who choose a nursing career. A ‘traditional’ career is one which ‘is
characterised by linearity and path dependency’ (Valcour and Ladge 2008). As the nursing
workforce is female dominated, the ‘traditional’ career path does not provide an adequate
picture of what tends to happen with nurses’ careers. Career development can typically be
affected by pregnancy, childbirth, family commitments and consequentially time away
from the workplace and the perception of reduced commitment (Epstein, Soren, Oglensky
and Saute 1998). Furthermore, in a hospital context, the changing role of nurse managers
becomes an important consideration in the successful implementation of HPWS.
The formal education of nurses has changed dramatically in recent decades with the
shift to university-based undergraduate and postgraduate nursing and speciality courses
(Duckett 2005). Concurrently with the improved clinical education, there has been a
changing role of senior nurses. Senior nurses have long undertaken line-management
responsibilities, for example, supervising and organising the work of junior nurses, and
ward-level training of staff (Bolton 2003; White and Bray 2005). Furthermore, senior
nurses have long been recognised as playing a mediating role between strategic and
operational levels of management (Loan-Clarke 1996; Bolton 2003). Thus, nurse
management is a ‘profession of its own with special training and skills’ (Sellgren, Ekvall
and Thomson 2006, p. 349). Managers should understand the system in which they
manage and tasks that must be performed by themselves and those they manage. The role
of managers in hospitals and other contexts can be considered in terms of the difference
between ‘professional/vocational’ and ‘managerial’ work (Dalton 1966; Pahl and Pahle
1971; Moss-Kanter 1977; Scase and Goffee 1989; Smith 1990; Watson 1994). However,
detailed discussions of this are outside the scope of this article as here we focus on how
hospitals utilise training and development (T&D) to prepare staff for the new roles.
In the United Kingdom (UK)’s National Health Service (NHS), the role of senior
nurses has been changing. A UK Department of Health report (1999) described the ward
manager as ‘the backbone of the NHS and the hub of the wider clinical team’ (DoH 1999)
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although Doherty notes that there is ‘perhaps . . . little clarity of what this means in
practice’ (Doherty 2003, p. 35). An Audit Report in 1991 (cited in Willmot 1998)
suggested that charge nurses spend more time developing and managing ward staff rather
than having a direct role in patient care. Indeed, the continuing restructuring of acute
hospitals in recent decades means that there are significant demands on the role of nurse
managers in the areas of day-to-day functions and the ability to see both the ‘big picture’
while building interpersonal relationships with subordinate nurses (Wallick 2002).
There has been much research indicating a changing role for the nurse unit manager or
ward manager to the point that ward managers have become the key ‘people managers’ in
hospitals (Carpenter 1977; Mark 1994). To what extent has the senior management in
hospitals managed the career development of nurses identified as potential ward
managers? In this industry, managerial staff ‘must do’ items such as improving outcomes
according to such key performance indicators as reducing waiting times and meeting
financial targets are often in the public eye. This tends to mean that, apart from a focus on
staff recruitment and retention, other workforce issues rarely appear high on managerial
agendas (Finlayson, Dixon, Meadows and Blair 2002).
Aikin, Smith and Lake (1994), Aikin, Havens and Sloane (2000), and Aikin, Clarke
and Sloane (2002) have attempted to link the HR function to patient mortality in acute
hospitals. By attracting and retaining good nurses through their HR practices ‘Magnet’
hospitals have lower patient mortality rates. Goode et al. (2005) list ‘14 Forces of
Magnetism’, five of which have direct relevance to the administrative and people-
management function of the ward manager: quality of nursing leadership, participative
managerial style, personnel policies that are supportive of nursing, adequate consultation
and resources and professional development. To what extent have hospitals developed
their skilled clinicians to perform the administrative and HR manager role of the ward
manager?
We consider this research question in this article through an analysis of one hospital,
simply referred to as ‘The Hospital’ – where the executive team is aiming to introduce
HPWS and to shift to a high-performance form of HRM. The HPWS places emphasis on
line managers (in our research site, they were known as ward managers), so we might
expect to see such staff fully equipped to carry out their roles with support provided from
the hospital’s administration and executive. This Australian hospital is probably
prototypical in so far as it is close to the leading edge in Australia in developing initiatives
to address the line managers’ role. For example, it created a new role – Executive
Director, People and Learning – to help to generate change and initiatives to enhance the
improved use of human resources (HR) as well as to promote learning and development.
The Hospital also launched a Leaders Program and a Managers Program; both were
designed to focus on the development of managers and leaders. Further, the hospital
improved its performance development support and the availability of a variety of
manager-targeted development opportunities, including a ‘Manager as Coach’ program.
All of these initiatives have been designed to support the career paths of managers,
including current and future ward managers.
The literature
T&D has been of much interest to researchers for decades (McGeehee and Thayer 1961;
Moore and Robie 1978; Goldstein and Gessner 1988; Ford and Kraiger 1995; Aguinis and
Kraiger 2009). It is important for employers who wish to ensure that employees meet and
continue to meet the competencies required in their field, the efficiencies and effectiveness
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of employees in meeting organisational goals (Tharenou 2010) and, in some cases, to meet
legislated requirements. T&D is important to employees as, if it is done well, it can have a
positive impact on employment duration, continuity of employment, pay and career
advancement (Tharenou 1997; Aguinis and Kraiger 2009). In general, however, the
training and career development of nurses into the role of ward managers has not always
been done well in the acute hospital sector, but to what extent has the introduction of
HPWS to lead to such T&D gaps being closed?
In the various models of the HPWS paradigms, the T&D of employees plays a critical
role (Wright, Gardner, Moynihan and Allen 2005; Marchington and Wilkinson 2008).
Furthermore, the recent focus of research on HPHR places a great importance of
understanding the ‘black box’ of firm performance. Specifically, the black box refers to
the intervening variables that mediate the link between HRM and performance. That is, the
way actual policies are implemented and perceived and the worker attitudes and
behavioural responses are essential to understand any causality between HR policies (seen
as independent variables) and performance outcomes (dependent variables).
In the black box: the line manager
One of the central components of the black box is the role of middle managers. Research
suggests that they have faced an increased level of devolved responsibility (Guest 1987;
Legge 1989; Hyde et al. 2006). There is an extensive range of empirical studies that
compare the roles of different ‘levels’ of managers (c.f. Hales 2005) including definitional
debates around terminology used, for example, middle managers, front-line managers and
supervisors (Lowe 1992). These definitions are important for our study as we will discuss
later. Some studies refer to ‘middle managers’ as all those who hold positions between ‘top
strategic management’ and ‘first-level supervisors’ (Dopson and Stewart 1992). However,
we do not view this as particularly helpful in the context of our hospital study.
In deciding whether ward managers are more appropriately defined as a supervisor or a
line manager, we refer to Child and Partridge (1982). These authors compare a line
manager and a supervisor, suggesting that line managers are more likely to have the
following:
. Have had higher education (modern nurses have).
. Undergone management training (some ward managers have, but no means all).
. Been recruited directly into management rather than from the ‘shopfloor’ (ward
managers are recruited mostly from the pool of clinicians on a ward floor).
. Have opportunities for advancement into ‘middle management’ (some ward
managers do advance).
Hence, Child and Partridge argue that line managers have ‘management’ status and
attitudes and orientations more closely aligned with other managers. As our data will
suggest, the ward manager in hospitals does not fit well with these definitional criteria. Our
observations are that ward managers are supervisors and they are also first-line managers.
Since the era of Florence Nightingale, the role of senior nurses has changed a great
deal. The list of tasks performed by nurses at all levels has been developed substantially,
from the ‘Nightingale’ model where the nurses’ role ‘straddled both the scientific and
non-scientific worlds’ (Carpenter 1977, p. 167). However, there was a distinct transference
of professional power to the ‘Matron’ who was often recruited from more elevated social
backgrounds (Dingwall, Rafferty and Webster 1988). The proliferation of allied health
professionals (e.g. physiotherapy and occupational therapy) diminished the role of the
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senior nurses1 Southall (1959). Between the hospital management, ward staff, patients and
families and allied health professionals, the senior nurse became the central coordinator
and decision-maker in a complex network of communications (Runciman 1983).
Administrative support staff were introduced to assist the senior nurse. Further, hospitals
removed catering services, cleaning and so on from being the direct responsibility of the
senior nurse (Bell 1998).
While ‘middle-level managers’ were subject to delayering in many industries in the
1980s and 1990s (Balogun and Johnson 2004) hospitals were undergoing rather different
changes as there was an expansion in the numbers of managerial personnel, with the
development of ward manager positions (Willmot 1998; Bolton 2003; Perry and Kulik
2008). The senior nurse manager roles have been transformed from the experienced
clinician to the ‘ward manager’ who has been promoted to take responsibilities for
managing the personnel in the ward, and a range of additional resource management
responsibilities (Willmot 1998; Townsend and Wilkinson 2010). The problematic nature
of management arises in this industry as in others when skilled clinicians are promoted to a
ward manager role and away from the bedside – the precise area where they are experts.
The position of influence line managers hold is important. Earlier research suggests
that to be successful a range of factors are important for line managers, including
unambiguous processes and practices (Currie and Procter 2005), adequacy of training
(Cunningham and Hyman 1999) and support from the HR department (Whittaker and
Marchington 2003). We also know that employees’ experiences of HR will be
significantly influenced by their direct manager, hence, the importance of studying the
employee–line manager relationship (Hyde et al. 2006). Moreover, line managers are an
essential link in attempts to elicit more discretionary effort that is essential in HPWS
(Purcell and Hutchinson 2007).
In the 1990s, there were three related debates about the changing role of the ‘front-line
manager’. First, there was debate about the process and extent to which the functions of the
HRM department was ‘returning to line managers’. Second, there was research examining
the job enlargement of line managers in adding further people-management
responsibilities to their traditional supervisory duties. Third, there was a stream of
research comparing the distinction between the espoused and the enacted HR practices
with the gap explained by the lack of training, interest and motivation of line managers, as
well as work overload, conflicting priorities and self-serving behaviours (for more on these
three debates, see Purcell and Hutchinson 2007, p. 5). All of these issues are relevant to the
expanded role of hospital ward managers.
Storey (1992, p. 26) suggests that the people-management decisions that are made in
organisations must not be treated as ‘incidental operational matters’ or to be left to an HR
department. Rather, line managers should understand their role as the link between the
strategic direction of the organisation and the management of front-line staff members.
As such, they have a ‘responsibility’ to act accordingly in the way they manage people
(Thornhill and Saunders 1998). However, senior nurses in one study have been reported to
‘enthusiastically embrace’ some aspects of a managerial role, while remaining suspicious
and ‘distancing themselves’ from other areas that might be at odds to their values as
‘caring professionals’ (Bolton 2003).
Typically, line managers have been directed to take on greater HRM responsibilities
because of tensions between the HR departments and the front-line managers, for
example, tensions because of policies that are ‘fine in theory but hard to put into effect’ or
because of the lack of immediacy by HR departments and the requirement of immediacy
on the front line. Therefore, it is argued that being given more explicit responsibility for
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HRM will increase the line managers’ ‘ownership’ over these issues, thus increasing their
commitment to integrating organisational ‘HR approaches’ with workplace ‘HR practices’
(Marchington and Wilkinson 2008).
Often there is an assumption that line managers will implement policies exactly in the
ways intended by HR specialists or, as Marchington and Grugulis (2000) describe, act as
‘robotic conformists’. As HRM is seen as a component of all managerial jobs, the line
manager generally has the responsibility for the delivery of HRM to the greatest number of
workers. Employees’ perceptions of HRM, then, are of those practices that are applied by
line managers (Purcell and Hutchinson 2007). Hence, line managers are critical
intermediaries in shaping enterprise performance (Currie and Procter 2005). Harney and
Jordan (2008) suggest that it is the line managers’ implementation of practices that directly
impact on the abilities, motivation and opportunity (AMO) performance rubric (Boxall
and Purcell 2008, p. 5).
However, HR policy and practice are different. Research needs to incorporate the HR
architecture and the role of line managers in delivering HRM (Becker and Huselid 2006;
Boxall and Purcell 2008). Although HR issues remain the purview of HR departments,
there are many shared responsibilities. Line managers seem to think that they are most
heavily involved in motivation and morale of staff, team briefings and communication,
health and safety, identifying training needs, employee selection and performance
appraisals (Watson, Maxwell and Farquharson 2007). Commonly, a lack of skills is touted
by senior managers and HR departments as one of the greatest problems for line managers.
Perhaps not surprisingly, line managers themselves less often identify their own lack of
skill as a problem (Watson et al. 2007). However, a study of ward managers demonstrated
a high level of dissatisfaction in the level of preparation they had before becoming a ward
manager (Willmot 1998). Our research looks at the senior managers’ and ward managers’
views on the development of ward managers in the context of a move towards HPWS.
Our study aims to draw conclusions about four overlapping research propositions:
Proposition 1: People who are working as ward managers did not have a managerial or
administrative career path in mind when they became nurses.
Proposition 2: Hospitals have developed career planning and training to take account
of the changing role of ward managers.
Proposition 3: The Hospital has provided organisational support for the nurses when
they have been promoted to ward managers.
Proposition 4: Ward manager selection criteria have taken account of people and
general management skills rather than clinical skills alone.
Research context and method
Hospitals are funded through a complex mix of sources in Australia. Public-sector
hospitals are financed and controlled by state and federal governments. There is political
rhetoric around the centralisation of the health system at the federal level. Nevertheless,
state governments currently fund and control their own public-sector hospitals (National
Health and Hospitals Reform Commission 2009). There are many private as well as public
hospitals and almost half of Australians (44.7%) are covered by private health insurance to
meet the costs of private hospital care and allied health services (PHIAC 2008). There are
two categories of private hospitals: first, not-for-profit private hospitals; these are typically
part of faith-based charities associated with a church denomination, and second, for-profit
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private hospitals; these are typically part of health-industry companies, for example
Healthscope.
Hospitals have a predominantly feminised staff although upper management and
professional roles are dominated by men (Willis, Young and Stanton 2005). It is estimated
that almost 2,20,000 people are working as nurses in Australian hospitals (AHWI 2008).
This is a significant number of people. Hence, much research attention has been focused
on the largest occupational group: nurses. When we conducted the study, 80% of The
Hospital’s employees were nurses.
The Hospital is in Australia. It has a mix of private and public funding. The Hospital
comprises numerous separate hospitals on one campus – in some ways, they are fairly
autonomous. The ‘silo’ hospitals include separate hospitals for children, women and
adults. Some of the hospitals are not-for-profit private hospitals, part of a faith-based
charity associated with a church denomination; they receive most of their income from
private health insurers and patients. The other hospitals are public-sector ones funded
mainly by the state government. The Hospital currently employs more than 6,000 people
and has more than 500 beds across various different disciplines.
This study is part of a larger project investigating HRM and related matters in
Australian hospitals. In the hospitals where we conduct case studies, we interview upper
and middle managers as well as line managers and ward staff. The project was developed
to investigate several themes. At The Hospital, we established a research protocol that
helped us investigate HR issues generally, with a particular focus on the role of the ward
managers.
Interviews were the primary data collection method, which allowed us the opportunity
to understand contextual issues relevant to the hospital and the ward on which the
interviewees worked. In total, we conducted more than 80 interviews. This article draws
data from more than 40 of these interviews with senior and middle managers, ward
managers and Level 2 nurses – a senior level, immediately below the ward managers.
We interviewed 14 ward managers and a similar number of ‘Level 2s’ to investigate the
career development of ward managers. We included the Level 2 nurses in this study
because they have a higher level of expertise than registered nurses and are the nurses who,
based on their experience, are the people most likely to be next in line to become ward
managers. The interviews with the ward managers and nurses focused on a range of issues,
including the role and competencies of ward managers.
In addition, we interviewed more than ten middle and senior managers including
Executive Directors (EDs) of People and Learning (P&L), Organisational Development
and Mission Development as well as several Directors of Nursing, Directors of Human
Resources and Administrative Services. We also interviewed two HR business partners,
the Chief Executive Officer and the EDs of the various silo hospitals. Many of these
interviews focused mainly on the role of the ward manager in the HRM function of the
hospital. The interviews generally lasted about an hour and were recorded, transcribed and
analysed using NVivo. All interviews were conducted by one or more experienced
interviewers in the offices of the respondents or in other private areas available nearby.
The changing role of the ward manager
Let us consider several interrelated propositions. The context is a move towards HPWS
with an increasing emphasis on line/ward managers. First, we examine the issue of
whether people who are currently working as nurses had a career path in mind when they
became nurses. Second, we examine the extent to which hospitals have a career planning
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process for nurses that includes training for the new managerial roles. Third, we consider
to what extent The Hospital has provided support for ward managers when they are placed
in the managerial role. Fourth, we consider whether ward manager selection has much
attention to managerial skills. These issues will be addressed in the following sections.
Of the 14 ward managers we interviewed, only two said that the idea of becoming
a ward manager was part of a conscious career plan. The remainder mentioned a
combination of factors involved in them becoming a ward manager, ranging from luck, to
upper management saying they were appropriate for the role. Typical responses from ward
managers were that they fell into the role by accident:
I was the second in charge and I took over, my boss just couldn’t do it anymore, she had herown reasons so she left within two weeks and I took it on as a gatekeeper and no intention ofstaying in the role because I didn’t like what was going on either, but I did stay. (WardManager)
I got here accidentally [laughter]. I have no idea (how I became ward manager). I transferredfrom a surgical ward to this department at the request of my DoN (Director of Nursing), and Itransferred as a level two nurse, and the next day, and I was to assume a 2IC type role . . . Thenext day the nurse manager, well his wife had a baby and he went on paternity leave andbasically never came back so I got stuck here. (Ward Manager)
. . . the nurse manager at the time . . . she kept asking me to do her job for holiday relief, andthe last two previous times I had said ‘no I’m not quite there yet’, and she was about to go onfive week’s leave, but as she was handing over to me, she took a few days to hand over to mewhich I didn’t understand why, and she said ‘I’m actually resigning in my holidays’, and ohmy God, I’m stuck in this, this is me, and it was the first time I’d done it. (Ward Manager)
This experience is well known among upper management, for example, the Executive
Director, Organisational Development stated:
. . . that group of people, more often than not . . . probably . . . have the role imposed on thembecause somebody is about to leave or because they’ve opened up a new unit or they’vedecided to split into teams, whatever, they’ve acted in the role while someone has been onholidays, so when a position becomes available, a cursory . . . recruitment process takes place,if at all, and that person ends up sitting in the chair whether they genuinely wanted it or not.
Current Level 2 nurses concur that while they might act as ward manager occasionally, it is
with reduced responsibilities and great reticence:
Yeah, I did her relief about four weeks ago, yeah it was interesting. I’ve studied healthmanagement at uni, I’m just deciding what to do next, so a possible career for me. It’s not mygoal, but I could do it for awhile, give it a go. I found it quite interesting, being off the floor, offthe clinical side for a while . . . I don’t know I’ll see how it goes. (Level 2 Clinical Nurse)
I don’t want the responsibility that goes with it as well . . . It’s changed dramatically in thetime that I’ve been nursing, the ward managers’ role, and even the name of it has changed.It has become a lot more managerial, a lot more HRish than what it used to be. It used to have ahigher clinical aspect, but now it is all about rostering, staff satisfaction, patient satisfaction,complaints that sort of stuff. (Level 2 Clinical Nurse)
Such interview data are reinforced by our empirical observations. These complementary
sources of data lend support to our first proposition. (People who are currently working as
nurses did not have a managerial or administrative career path in mind when they became
nurses.) Many current ward managers arrived in their managerial positions accidently.
Furthermore, many future ward managers do not appear to have an increased level of
career development planned prior to their ward manager appointment.
The data we present here is based on one study. Hence, we cannot generalise about
what can be found in all hospitals. Yet, we can infer from interviewees who have worked
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at other hospitals, and from our data collected from other hospitals that there are many
similarities between our case and other hospitals in Australia (references to be included
post-refereeing). This is most relevant when we explore our second proposition: that
hospitals have developed career planning and training to cope with the changing role of
ward managers.
Our ward managers and upper managerial staff agree that the role of ward manager has
changed a great deal over the years, a phenomenon that has been documented elsewhere
(Willmot 1998; Bolton 2003, 2005; Perry and Kulik 2008). However, with the changing
role and responsibility as a starting point, we did not find evidence to support the
proposition that ward managers were ready for the role. By contrast, the following
vignettes indicate that ward managers tend to find themselves ‘unprepared’ for the role
they were required to perform.
I am a clinician, when I entered this role I had no preparation whatsoever. (Ward Manager)
. . . I don’t know if there has been anything particularly structured (training and
development). I guess the only structured things have been when new systems have come inplace, like new computer systems and I did some training for that. There has certainly been no
financial training, they have done some, over the years done leadership courses, but I wasalready well into a job by that stage, so there is no sort of formal process . . . There is noformalised process. (Ward Manager)
. . . There is nothing in the educational programs here, there used to be, but nothing at the
moment, to mentor those girls, to transition them from being an expert clinician into a manger.There’s nothing here like that. (Ward Manager)
. . . it has changed a lot, but no there was no orientation, no real mentoring (when I started)
. . . so it is fly by the seat of your pants stuff. (Ward Manager)
I had no prep or training, but I’m a doer, like you just, you just, there wasn’t, I guess just in myupbringing and training, you just do what you’ve got to do, like you don’t think I can’t do this,
I don’t think I can’t do this, I haven’t had the training, I think the training would be nice, butyou just do what you’ve got to do . . . (but) I don’t think anything would have made the first
twelve months easier. (Ward Manager)
We infer from these complementary sources of data, including the above sample of typical
quotes that such data do not support our second proposition. Combined with our reading of
earlier studies on the role of the ward manager, it is clear that while the span of
responsibilities has expanded in recent decades to encompass more managerial duties,
hospitals, including The Hospital, have not yet developed career planning and training for
ward managers accordingly. Furthermore, there is evidence (supported in Table 1) that in
years past, nurses have often been left to develop their own ‘unstructured’ career
Table 1. Qualifications for ward managers at the hospital.
Essential qualifications Professional T&D Hospital T&D Individual T&D
† Current registration with NursingCouncil
U U
Desirable qualifications† Tertiary qualification in relevant
specialtyU U
† Minimum 5 years cumulativeexperience in clinical speciality
U U
† Tertiary management qualifications U
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development path through a variety of higher education providers (Foster 2000). Such an
approach tends to leave many ward managers to ‘sink or swim’.
Our third proposition is that The Hospital has provided good organisational support for
nurses when they have been promoted to ward managers. Some staff arrange their own
career development if they feel that their organisation does not provide enough (Parker,
Arthur, and Inkson 2004). This has been apparent at The Hospital. The various levels of
organisational or self-driven career development have led to mixed outcomes for upper
management and ward-level employees. This has important implications for many day-to-
day issues within the hospital including employee satisfaction, delivery of care and
employee retention/turnover. Certain nurses may seem to be talented managers who easily
take to the role and acquire the skills quickly without much formal support. However,
others may be left floundering with a new managers’ role.
There is a body of research, which considers employees’ perceptions of organisational
support (Eisenberger, Huntington, Hutchinson and Sowa 1998; Shore and Tetrick 1991;
Yoon and Lim 1999). According to Furnham and Taylor (2004) people will join an
organisation, however, the reasons they leave will be more likely related to the
relationship with their boss. Empirical studies have linked the supervisor into studies of
perceived support (Eisenberger, Stinghambler, Vandenberghe, Sucharski and Rhoades
2002; Stinghambler and Vandenberghe 2004; Cole, Bruch and Vogel 2006; Rhoades,
Shanock and Eisenberger 2006). In hospitals, the ward managers’ role appears to be a key
factor, which determines if nurses maintain their employment or intend to leave. With this
in mind, it is essential that the hospital employee’s ‘boss’ – most usually ward managers,
have the appropriate skills and competencies for managing their subordinates. The HPWS
literature identifies the line manager as the critical interface between the organisation and
the employee and the person who delivers HRM. HPWS also emphasises the importance
of developing skills. However, in our case we find mixed picture, as before:
. . . (training and support) is rarely very structured, so you don’t go to university to do a degree
in ‘Ward Manager-ship’, you don’t have that opportunity. Every institution is different, so the
systems are different, so you tend to be self taught. (Ward Manager)
. . . you have to be good at the operational stuff, before you can be visionary . . . ..
. . . I virtually do everything just by failing at one thing or another. You are not taught abouthours per patient day which is one of the budgetary things; you are not taught about how to
manage budgets; you are not taught about how to talk to people, what to say, how to analyse.
I’ve been to about three study days, all of which at varying levels were not very good, butotherwise, nothing. (Ward Manager)
. . . finance, logistics management, people management, HR, it has all just been about . . .
going to somebody that has been doing it for longer than me and saying I can’t work out why
I am so spent, you know, go back and have a look at this, this and this, okay where do you findthat? So you go to the computer and look for an hour, this is the report that I have to look at,
profit/loss, account summaries, many, many pages, I’ve never had a lesson on how to do this,
never, never. Over the last four years, I have learnt by a process of elimination, about how toread it. How to interpret, what it all means, what influences it, and stuff like that, very, very
poor higher education study explanation of the job once you get up this high. Once you hit . . .
clinical nurse, the amount of resources that are available to you from this organisation . . . toteach you how to do your job, higher than just being a nurse, is very poor, there isn’t anything,
there is no money. (Ward Manager)
The Executive Director, Organisational Development had also identified that there had not
been adequate support for ward managers in the past. Therefore, when we were conducting
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the study, she was already developing improved processes and systems to address the kind
of gaps that are identified here:
We have already made quite a few inroads . . . most of us are non health (and) perceive this tobe a terribly slow moving environment, but because of the complexity of the workenvironment, the history and culture that has existed before it is about building relationshipwith the Exec. level, particularly with the nursing cohort . . . So rather than picking off thingsand saying ‘well the loudest person that jumps up and down and says we need a course inbudget management right now’, we are actually at a point in . . . this organisation where weare able to see there is a much bigger picture we do know that . . . if we do that first, we mightmiss the boat on a whole bunch of other stuff, if we do it embedded in a broader programappropriately, we will actually get it to stick . . . (this) means there is a long lead in time to alot of (training and development). There is the Exec leader’s program that has started to filterdown so those people that are participating in it are actually filtering down some of theprocesses, theories and ideas, so some of the people at management level are already seeingthe models we will be teaching them . . . We’ve also learnt to pilot things extensively and testworkshops and test case studies, that takes a long time, so mid next year, we will probablyhave the first series of offerings as part of the broader management development program.
Some people come to supervisory positions better prepared than others. Furthermore,
there has been a long debate among practitioners (also see the many ‘self-help’ books)
whether ‘managing people’ is a skill that can be learned or rather, is simply something
which people are born with (Torrington, Weightman and Johns 1989; Torrington 1991).
Nevertheless, since ward managers are the conveyors of HRM, if ward managers in a
hospital interpret their role in very different ways, this could be a problem for ward staff,
patients and senior management (Willmot 1998; Townsend, Wilkinson, Bamber and Allan
2011). Numerous senior managers showed us that it is the role of the ward manager who
can really ‘make or break’ any initiative from the executive team through ward managers’
capacity (and indeed willingness) to adequately convey and implement their managerial
duties.
Our fourth proposition suggests that henceforth the selection criteria for ward
managers will give greater weight to people and general management skills rather than
clinical skills alone. This change is appropriate for clinicians to perform as ward managers
in an HPWS. The ward nurse who has been ‘around the longest’ and is clinically skilled
has typically been provided with first opportunity to take a vacant ward manager position.
While this has been the custom and practice for many years, it has also long been a
problem. Without exception, senior managers agree that this has been a problem for the
years they have been involved in the industry, for example, a Director of Nursing states:
I basically worked on the wards for a couple of years, then became a clinical nurse, so was incharge of shifts and whatever, at the time the manager that walked on the ward went into theback and there was no one else to step up so I went from being a clinical person to suddenlymanaging a ward, and unfortunately in nursing school they don’t teach you how to do that,they teach you how to be a nurse, but they don’t teach you about budgets, about peoplemanagement, about anything, so that’s been a real deficit . . . I think I was probably luckybecause I had a good mentor, that helped me identify what I needed to work on and withoutthat mentor I wouldn’t have gotten to where I am. (Director of Nursing)
The Director of Administrative Services had worked in many hospitals in the last 30 years
and states:
Having worked around the hospital and in health for as long as I have, I have friends who havebeen those ward managers and have been thrown into that role, who are great people, greattraditions, but absolutely crappy ‘people’ people. They don’t like the whinging, but mostpeople whinge about something, but it is how you deal with that whinging, that is what makesthem a manager or a clinician sort of thing. Even from an admin. point of view, just because
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you’ve been in the department, say outpatients for a long time and you know every process,that doesn’t make you the best person to do that management role. (Director, AdministrativeServices)
While there is an acknowledgement that more needs to be done and that the move towards
HPWS has highlighted these gaps, progress to remedy the problem seems to be
frustratingly slow. The Executive Director, P&L recognises that the relationships at the
ward level are vital, and have typically not been developed well in this, or other hospitals:
They say nurses eat their young and that is absolutely right, they have no training, you chuckthem in there with no expertise . . . People treat each other appallingly, the behavioural thingis appalling and the managers do nothing about that, there [are] . . . commercial skills orbusiness skills, pretty lacking they are all level-one problem solvers, so they all dive in andsolve their problem today, and then there will be the same problem next week and the weekafter, and they just keep solving it, or they design their own solution that is totally irrelevant tothe organisation, so there’s no sort of whole-organisation systems-wide attempt to deal withanything. . . . I have spent a lot of time researching this, and I have spent a lot of time talkingto people who understand this stuff right across the world, and basically in England, America,Australia, New Zealand, this is Health and how they all behave. So I say it is not our fault, it isthe way they have been trained really, and nobody has done anything about it. (ExecutiveDirector, People and Learning)
The HR Business Partner adds that:
. . . what happens is they (the level 2s) may have relieved as a nurse unit manager when theyare a Level 2, which is a clinical nurse, midwife, and then they relieve holidays and things, butthere isn’t a lot of program support to actually help them be really good at doing that, which isa very stressful way of becoming good at something.
And:
. . . there is a gap (in training), we don’t have a Manager’s Program which gives (ward)managers that round of skills across strategy, finance and managing your people andmanaging the mission, so at the moment they get it from on the job experience . . .
The Hospital has a committed team of HR personnel who are all came from outside the
health care industry. Such HR personnel have had much to learn about the peculiarities of
health care. This has led to some misunderstandings with medically trained staff.
Nevertheless, the The Hospital recent practice has been to recruit HR personnel externally.
The rationale was that they bring a new perspective to the hospital, which can help it
identify HR solutions that may be novel in this industry, an approach which is proving
successful albeit in a long journey of developing HPWS and manager training.
. . . in other industries I’ve worked in it is very much about succession planning and quiteoften managers had KPIs around the person who was about to step into the senior role, it is abit of a phenomenon that is lacking in health. Succession planning is a major part of what wedo now. It has been substantially missing. (HR Business Partner)
Table 1 outlines The Hospital’s expected qualifications for ward managers. As indicated,
the only essential qualification is current registration with the Nursing Council. This
registration is typical of professional body registration, where qualifications are required
(in this case, a bachelor’s degree), professional competencies (documented by the Nursing
Council and publicly available) and fitness for practice (including health, good
standing/reputation and English language competency). Such qualifications are
determined and met by the individual and the professional body, the hospital’s T&D
has no explicit role in gaining registration.
Qualifications also reflect an individual’s drive for further career development. As
indicated in Table 1, higher educational qualifications in the relevant speciality are
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developed in conjunction with the professional body, and the cumulative experience is
provided through organisational opportunities. Yet, both of these require an active level of
professional development by the individual employee. In addition, higher-education
management qualifications are also driven mostly by the individual’s initiative to seek
professional development. This should not be a surprise. Employees who are more
experienced and motivated to go beyond the minimum requirement would be better placed
to attain higher-level positions. However, when we consider the qualifications in
conjunction with the selection criteria documented at The Hospital another aspect of this
story unfolds.
The Executive Director, P&L of The Hospital acknowledges that there are selection
criteria in place, but says that they are not being used, at least ‘not seriously’ and that
subjective judgements continue to be used in judging an applicant’s capacity for selection.
In the P&L (HR) division, steps are being taken to develop a solution to this failing in the
field of career development for potential ward managers. Currently, there is internal
managerial education in the form of training programmes for senior managers. An
extension of this, at the time of this research, is being developed for ward managers.
In addition to management education programmes, the P&L division at The Hospital is
working to develop improved performance development processes and procedures. These
include an intranet-based system for developing, recording and tracking performance
development conversations for all employees including managers at all levels. The aims of
this program include ensuring a consistency of performance development measures across
the organisation, and identifying clinicians with the skills required to be successful ward
managers, regardless of their current position in the hierarchy. The end goal is that when
identified as a potential ward manager, these nurses can then be provided with adequate
T&D to increase their likelihood of success in the role.
We present only an initial part of the story here as The Hospital is, by the admission of
several senior managers, in the early stages of working towards an HPWS model. Hence,
they are recognising the areas where their systems are failing and flawed and working to
initiate high-performance processes that are currently not typical in Australian hospitals.
In relation to recruitment, selection and career development of ward managers, the P&L
managers are aware of what they require to meet an HPWS model of operation. But this
confronts reality – there is a chronic undersupply of nurses in the labour market. It is a
major challenge for The Hospital and most other hospitals to recruit and retain enough
people with the competencies that it requires. Hence, senior managers are developing
simultaneous policies to address the challenge. There is a dual focus on both the external
and the internal labour markets – bring in skilled and competent ward managers from
outside The Hospital, and for internal candidates, develop selection criteria and internal
T&D that is measurable, linked to performance, and rewarded accordingly.
Nevertheless, as long as skilled Level 2 clinicians find themselves as ward managers
‘accidently’, ‘unprepared’ and relatively ‘unsupported’, all levels of staff at this hospital
and others may tend to suffer from the failings of a system to train and develop adequately
the right people to have the appropriate skills for the positions they are asked to perform.
HPWSs are not simple to develop and our evidence suggests that the skills of the line
manager are critical in developing successful HPWSs. Senior managers should invest in
developing the careers the people before their appointment as ward managers. By selecting
and appropriately developing the skills of nurses before they become ward managers,
hospitals should be better able to capitalise more significantly on the potential benefits of
HPWS.
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Conclusions
Hospitals are different from most organisations in that their effectiveness is often
measured by their success in treating illness, avoiding deaths or in the case of palliative
care units, making the death as humane as possible. While increasing pressures face
hospitals in Australia and other countries, one important area of opportunity for hospitals
is to improve and better manage the HR function. While many performance measures in
hospitals are unique, there has been an increasing interest in and recognition of the
potentially valuable role of HR policies and practices in this industry
This article has presented a study of a group of hospitals, which is moving to
implement an HPWS model. This article has explored a number of areas of the ‘black box’
in the causal link: the recruitment, then the T&D and the organisational support of ward
managers who are already in the role. However, we infer from our data that ward managers
almost without exception find themselves in such a line manager role accidently and are
unprepared for what is required of them. Although The Hospital is noted through
accreditation processes as an industry leader, at the time of the research, it was still
developing and implementing the T&D programmes to provide all the skills required to
manage a hospital ward. Consequently, like organisations throughout the industry,
generally, The Hospital has as yet failed to harness the benefits of ward managers as a
pivotal part of the HR system. They are the missing link.
There has long been a failure of hospitals and other employing organisations fully to
develop the skills required by employees before they become line managers. Line
managers are a critical link in the high-performance chain of causality and this study
illustrates that, despite much rhetoric, hospitals may still have much potential for
implementing schemes further to develop nurses to prepare them for line-manager
positions.
Acknowledgements
Thanks to the executive, mangers and staff at The Hospital for allowing us to conduct research thereand for commenting on an earlier version of this article. Thanks also to this journals’ editor andreferees for helpful comments, which have helped us improve an earlier version. This research hasbeen supported through the Australian Research Council’s Discovery Projects funding scheme(DP0772163).
Note
1. We use the term ‘senior nurse’ to encapsulate all roles that have seniority and primarymanagerial responsibility in hospital wards. This could be called the Matron, Charge Nurse,Ward Sister or Nurse Unit Manager, depending on the custom.
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