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Our story: How we got to an innovative model for 
interprofessional longitudinal learning focused on 
the care of older adults and the role for 
developmental evaluation in practice improvement 
Marion Briggs, BScPT, MA, DMan 
Assistant Professor Clinical Sciences 
Director, Health Sciences and Interprofessional Education 
Northern Ontario School of Medicine (Sudbury) 
Janet McElhaney, MD, FRCPC 
HSN Volunteer Association Chair in Healthy Aging 
Advanced Medical Research Institute of Canada, 
Professor, Northern Ontario School of Medicine (Sudbury) 
Maurianne Reade, MD 
Assistant Professor, Clinical Sciences 
Northern Ontario School of Medicine (Manitoulin Island) 
MUSTER Conference, Uluru, Australia 
October 30, 1115-1145 
How to Drive the MoH Crazy!
Faculty/Presenter Disclosure 
• Marion Briggs and Maurianne Reade 
have no commercial relationships 
• Janet McElhaney has commercial 
relationships (honoraria and travel 
reimbursement) with Sanofi, GSK, 
Merck, MedImmune, Valiant – there are 
no conflicts of interest related to this 
project.
The “ask” in a Ministry-funded health 
education policy initiative ... 
• Review best practices in Canada and Internationally in 
collaborative care models for older adults that integrate 
student and provider learning 
• Identify gaps in collaborative care models for older 
Ontarians in the acute care context 
• Recommend opportunities for further development of 
collaborative care models 
• Identify Health and Education policy implications ...
The “ask” in a Ministry-funded health 
education policy initiative ...
The search for certainty and standardization ... 
No go ... The innovation 
committee said it doesn’t meet 
utility specs. They want 
something linear, stable, 
controllable, and targeted to 
reach a pre-set destination. They 
couldn’t see any use for this. 
Patton, 2011
When policy tries to direct WHAT 
practitioners do and that translation of 
“best” into practice fails... 
...we respond by improving either the evidence (getting it “more” 
right) or the translation strategy (improving compliance) ... it’s a bit 
like doing more of the same, expecting different results 
Stacey, R. (2005). Experiencing Emergence in Organizations: Local Interaction and the Emergence of Global Patterns. Routledge.
Our preliminary literature scan 
showed, as expected, that ... 
• Models of IPE/IPC claiming to represent 
“best practice”: 
– Tended to be descriptive 
– Rarely linked “best practice” to patient outcomes 
– Often did not thoroughly describe the context, the 
team, and/or patient characteristics 
– Used multiple methodologies and methods 
– Attempts to replicate studies with positive 
outcomes were rarely successful
Our team argued that researchers, practitioners 
and policy makers face a choice between two 
competing kinds of practice knowledge … 
• Evidence-based Practice: 
– Based upon technical know how 
– Standardization is valued 
– Equated with a ‘search for certainty’ and accountability 
– Policy tells people what to do and how to do it 
• Critical Practice: 
– Concerned with critical exploration and development; 
promotes innovative, locally relevant practice and education 
– Makes creative use of uncertainty and considers context 
vital – relevance is valued over standardization 
– Policy tells people what outcomes are needed (why, not 
what or how) 
Stepney, P., Rostila, I., (2011). Towards an integrated model of practice evaluation balancing accountability, 
critical knowledge and developmental perspectives. Health Sociology Review 20(2). 133-146. 
How to Drive the MoH Crazy!
Meta-narrative Synthesis 
Make sense of different kinds of evidence about complex 
interventions applied in diverse contexts; used to inform policy 
• What disciplines have researched in this area? 
• How did they conceptualize the problem? 
– a problem to be solved; a process to be described; a 
process to be evaluated ... 
• What theories and methods did they define as 
“rigorous” and “valid”? 
– RCT’s? Qualitative statistical data? Ethnography? 
Narrative? 
• Difference is of most interest in M-N methodology
Our recommendations ...
Shift AWAY from policy grounded in assumptions of 
homogeneity or universality (“best practice for all”), 
instead ... 
• Develop policies that take diversity, complexity, 
and local context seriously 
• Emphasize local continuous improvement 
through strategies like development evaluation 
Stand up and wave if you think the Ministry 
understood and was excited by this recommendation!
Stand up and 
wave if you could 
get excited by this 
recommendation! 
Policy-makers need to STOP telling practitioners 
what to do, or “HOW” to practice ... instead 
• Have communities of patients develop and 
policy makers/funders support accountability for 
key patient-oriented outcomes such as: 
– Preventing loss of independence during acute illness 
– Preventing complications of care within and between 
care environments (including home) 
– Healthcare decision-making that supports enhanced 
patient-determined quality of life 
The “why” excites people ... it speaks to why we decided 
to become HCP’s ... if people remain committed to “why”, 
the “how” will emerge in relevant, meaningful ways ...
Shift away from sector-specific policy, 
instead: 
• Support integrated cross-sector policies that 
take into account a broad range of genetic, 
biological and social determinants of health 
• Draw the links to health in many policy sectors 
… not just health, but in education across the 
lifespan and in all sectors, transportation, 
social care, law, libraries, public works, finance 
… 
Changes would be 
needed in 
classroom and 
clinical education! 
Do we know what 
changes would be 
needed? 
Are we ready to 
make them? 
We confess here to a belief that what is good for the health of older 
adults is good for everyone ...
Shift away from HP Educational approaches that rely 
on individual competence acquired through organ-based, 
short-term, single-sector, single discipline 
clinical education ... Instead … 
Develop HE approaches that: 
• Support sector-integrated, “whole patient”, 
interprofessional clinical education 
• Expose learners to a broad range of health and 
social care models across the continuum of care 
• Emphasize longitudinal, interprofessional clinical 
education models 
• Focus on the acquisition of unique discipline-specific, 
interpersonal (putting the “I” back in team) and 
interprofessional team competencies
Finally, person-centred principles should 
inform all policy development ... 
• Includes attention to patient-centredness and to 
relationships between healthcare providers, learners, 
community leaders ... 
• Takes into account the many complex, interdependent 
relationships needed to support health … 
• Minimizes the impact of differences in power and position 
• Understands expert knowledge as an “improvable idea”* 
(to be shared within a knowledge-building community for 
the purpose of collective and collaborative reflection and 
improvement) 
• Commits to relational ethics (inclusive of principle-based 
ethics) as the foundational ethic for healthcare practices 
*Mylopolous, 2012; Briggs, 2012
A word about developmental evaluation 
• Supports real-time, adaptive learning 
• Informs ongoing decision-making and thus 
actively continuously shapes practice 
• Mechanisms used to measure/monitor evolve 
thus support improved understanding and 
enhanced adaptation 
• May be a precursor to more traditional 
formative and summative evaluation strategies 
Patton, 2011; Dozios, 2010; Gamble, 2006
Traditional and DE Evaluation 
A Comparison of Traditional and Developmental Evaluation Approaches 
Evaluation Component Traditional Evaluation Developmental Evaluation 
Purpose Validate a model or hypothesis; accountability Development, adaptation 
Situation Stable, goal oriented, predictable Complex, dynamic, changing 
Mind-set Effectiveness, impact, compliance Innovation, learning 
Measurement Based on predetermined indicators Based on emergent indicators 
Unexpected consequences Paid token attention (explained away) Paid serious attention (thoroughly 
explored) 
Evaluation design By evaluator Collaborative with program staff 
Evaluation methods Emphasis on inputs (RCTs) Emphasis on how outcomes change 
Evaluation results (ideal) Best practices Best principles 
Evaluator qualities Strong methodological skills, credibility with 
external authorities and funders 
Strong methodological skills, credibility 
with organizational and program staff
Questions for further exploration 
• If “what” and “how” are not policy matters, how would 
“success stories” be shared and adapted? 
• In shifting from the ideal of “best” to a balance of best 
and contextually relevant practices, how would the 
emphasis in HPE curricula need to change (consider 
UME/PGME, pre/post licensure; CEPD/FD ...) 
• What would it take to develop IP CTUs in acute and 
community care? IP longitudinal clinical education 
models? 
• How would longitudinal IP clinical learning influence the 
formation of professional identity? 
• How should patient-oriented outcomes be developed, 
measured, reported, interpreted, and used?
Thank you! 
The final report of our project is available through: 
http://cou.on.ca/policy-advocacy/health-education/ 
pdfs/health-workforce-educational-needs-for-seniors- 
car

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65 muster2014 Briggs

  • 1. Our story: How we got to an innovative model for interprofessional longitudinal learning focused on the care of older adults and the role for developmental evaluation in practice improvement Marion Briggs, BScPT, MA, DMan Assistant Professor Clinical Sciences Director, Health Sciences and Interprofessional Education Northern Ontario School of Medicine (Sudbury) Janet McElhaney, MD, FRCPC HSN Volunteer Association Chair in Healthy Aging Advanced Medical Research Institute of Canada, Professor, Northern Ontario School of Medicine (Sudbury) Maurianne Reade, MD Assistant Professor, Clinical Sciences Northern Ontario School of Medicine (Manitoulin Island) MUSTER Conference, Uluru, Australia October 30, 1115-1145 How to Drive the MoH Crazy!
  • 2. Faculty/Presenter Disclosure • Marion Briggs and Maurianne Reade have no commercial relationships • Janet McElhaney has commercial relationships (honoraria and travel reimbursement) with Sanofi, GSK, Merck, MedImmune, Valiant – there are no conflicts of interest related to this project.
  • 3. The “ask” in a Ministry-funded health education policy initiative ... • Review best practices in Canada and Internationally in collaborative care models for older adults that integrate student and provider learning • Identify gaps in collaborative care models for older Ontarians in the acute care context • Recommend opportunities for further development of collaborative care models • Identify Health and Education policy implications ...
  • 4. The “ask” in a Ministry-funded health education policy initiative ...
  • 5. The search for certainty and standardization ... No go ... The innovation committee said it doesn’t meet utility specs. They want something linear, stable, controllable, and targeted to reach a pre-set destination. They couldn’t see any use for this. Patton, 2011
  • 6. When policy tries to direct WHAT practitioners do and that translation of “best” into practice fails... ...we respond by improving either the evidence (getting it “more” right) or the translation strategy (improving compliance) ... it’s a bit like doing more of the same, expecting different results Stacey, R. (2005). Experiencing Emergence in Organizations: Local Interaction and the Emergence of Global Patterns. Routledge.
  • 7. Our preliminary literature scan showed, as expected, that ... • Models of IPE/IPC claiming to represent “best practice”: – Tended to be descriptive – Rarely linked “best practice” to patient outcomes – Often did not thoroughly describe the context, the team, and/or patient characteristics – Used multiple methodologies and methods – Attempts to replicate studies with positive outcomes were rarely successful
  • 8. Our team argued that researchers, practitioners and policy makers face a choice between two competing kinds of practice knowledge … • Evidence-based Practice: – Based upon technical know how – Standardization is valued – Equated with a ‘search for certainty’ and accountability – Policy tells people what to do and how to do it • Critical Practice: – Concerned with critical exploration and development; promotes innovative, locally relevant practice and education – Makes creative use of uncertainty and considers context vital – relevance is valued over standardization – Policy tells people what outcomes are needed (why, not what or how) Stepney, P., Rostila, I., (2011). Towards an integrated model of practice evaluation balancing accountability, critical knowledge and developmental perspectives. Health Sociology Review 20(2). 133-146. How to Drive the MoH Crazy!
  • 9. Meta-narrative Synthesis Make sense of different kinds of evidence about complex interventions applied in diverse contexts; used to inform policy • What disciplines have researched in this area? • How did they conceptualize the problem? – a problem to be solved; a process to be described; a process to be evaluated ... • What theories and methods did they define as “rigorous” and “valid”? – RCT’s? Qualitative statistical data? Ethnography? Narrative? • Difference is of most interest in M-N methodology
  • 11. Shift AWAY from policy grounded in assumptions of homogeneity or universality (“best practice for all”), instead ... • Develop policies that take diversity, complexity, and local context seriously • Emphasize local continuous improvement through strategies like development evaluation Stand up and wave if you think the Ministry understood and was excited by this recommendation!
  • 12. Stand up and wave if you could get excited by this recommendation! Policy-makers need to STOP telling practitioners what to do, or “HOW” to practice ... instead • Have communities of patients develop and policy makers/funders support accountability for key patient-oriented outcomes such as: – Preventing loss of independence during acute illness – Preventing complications of care within and between care environments (including home) – Healthcare decision-making that supports enhanced patient-determined quality of life The “why” excites people ... it speaks to why we decided to become HCP’s ... if people remain committed to “why”, the “how” will emerge in relevant, meaningful ways ...
  • 13. Shift away from sector-specific policy, instead: • Support integrated cross-sector policies that take into account a broad range of genetic, biological and social determinants of health • Draw the links to health in many policy sectors … not just health, but in education across the lifespan and in all sectors, transportation, social care, law, libraries, public works, finance … Changes would be needed in classroom and clinical education! Do we know what changes would be needed? Are we ready to make them? We confess here to a belief that what is good for the health of older adults is good for everyone ...
  • 14. Shift away from HP Educational approaches that rely on individual competence acquired through organ-based, short-term, single-sector, single discipline clinical education ... Instead … Develop HE approaches that: • Support sector-integrated, “whole patient”, interprofessional clinical education • Expose learners to a broad range of health and social care models across the continuum of care • Emphasize longitudinal, interprofessional clinical education models • Focus on the acquisition of unique discipline-specific, interpersonal (putting the “I” back in team) and interprofessional team competencies
  • 15. Finally, person-centred principles should inform all policy development ... • Includes attention to patient-centredness and to relationships between healthcare providers, learners, community leaders ... • Takes into account the many complex, interdependent relationships needed to support health … • Minimizes the impact of differences in power and position • Understands expert knowledge as an “improvable idea”* (to be shared within a knowledge-building community for the purpose of collective and collaborative reflection and improvement) • Commits to relational ethics (inclusive of principle-based ethics) as the foundational ethic for healthcare practices *Mylopolous, 2012; Briggs, 2012
  • 16. A word about developmental evaluation • Supports real-time, adaptive learning • Informs ongoing decision-making and thus actively continuously shapes practice • Mechanisms used to measure/monitor evolve thus support improved understanding and enhanced adaptation • May be a precursor to more traditional formative and summative evaluation strategies Patton, 2011; Dozios, 2010; Gamble, 2006
  • 17. Traditional and DE Evaluation A Comparison of Traditional and Developmental Evaluation Approaches Evaluation Component Traditional Evaluation Developmental Evaluation Purpose Validate a model or hypothesis; accountability Development, adaptation Situation Stable, goal oriented, predictable Complex, dynamic, changing Mind-set Effectiveness, impact, compliance Innovation, learning Measurement Based on predetermined indicators Based on emergent indicators Unexpected consequences Paid token attention (explained away) Paid serious attention (thoroughly explored) Evaluation design By evaluator Collaborative with program staff Evaluation methods Emphasis on inputs (RCTs) Emphasis on how outcomes change Evaluation results (ideal) Best practices Best principles Evaluator qualities Strong methodological skills, credibility with external authorities and funders Strong methodological skills, credibility with organizational and program staff
  • 18. Questions for further exploration • If “what” and “how” are not policy matters, how would “success stories” be shared and adapted? • In shifting from the ideal of “best” to a balance of best and contextually relevant practices, how would the emphasis in HPE curricula need to change (consider UME/PGME, pre/post licensure; CEPD/FD ...) • What would it take to develop IP CTUs in acute and community care? IP longitudinal clinical education models? • How would longitudinal IP clinical learning influence the formation of professional identity? • How should patient-oriented outcomes be developed, measured, reported, interpreted, and used?
  • 19. Thank you! The final report of our project is available through: http://cou.on.ca/policy-advocacy/health-education/ pdfs/health-workforce-educational-needs-for-seniors- car

Editor's Notes

  1. Despite bidding on and winning the contract for this research, we knew going in that while there is a reasonably extensive literature on this topic, much of it has limited value as judged by the usual standards of evidence.
  2. Taking some liberty with Dante’s inferno, we elected to “abandon all hope and entered our project here” – and that is how you can drive the MoH crazy!!! Fortunately, the funds from the Ministry were flowed through the Ontario Council of Universities and they were quite open to this somewhat novel approach and “had our backs” the whole way!