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A Journey to Leadership: Designing a Nursing


Leadership Development Program
Sandra Swearingen, PhD, RN

the leadership skills needed to remain in a leadership


abstract position. Formal orientation or training for a leader-
ship position in nursing is often scanty, if not totally
Nursing leadership development is important in to- absent.
day’s changing health care climate. Nurse leaders affect This article is targeted at facilities that need or want
staff satisfaction, patient outcomes, and the fiscal status to develop their nursing leaders to improve staff satisfac-
of most health care organizations. This article delineates tion, patient outcomes, fiscal status, and overall organi-
why leadership development is important to nursing, how zational success.
to strengthen nursing leadership, how to design a method-
ology for building an internal nursing leadership develop- Why Leadership Development is
ment program based on levels of curriculum content, and Important to Nursing
what members of an organization can help teach the cur- Staff Retention
riculum. The continuing nursing shortage presents a need for
J Contin Educ Nurs 2009;40(3):107-112. strong, innovative leaders to attract and retain the nurs-
ing work force, deliver quality patient care, and ensure
fiscally sound health care providers (Blanchard & Player,

H ealth care leaders, including nurses, frequently


learn needed business skills on the job and do
not always have a good understanding of what they are
2008). Retention of nursing employees is a strong reason
for good leadership. On the basis of research that found
a statistically significant relationship between leadership
practicing. Administration will often ask nurses to lead style and staff nurses’ intent to stay, Ribelin (2003) states
but rarely supplies the tools or time to achieve the tasks that “nurses don’t leave hospitals, they leave managers”
of leadership (Harkins, Butz, & Taheri, 2006). Kerfoot (p. 18). The study revealed the better the staff’s percep-
(2008) states that many nurses become formal leaders tion of the leader, the greater their intent to stay (Ri-
without formal leadership or on-the-job education or belin). The best way to impact turnover is to give lead-
experience needed to succeed. Even organizations that ers the knowledge needed to create a work climate that
provide for leadership development frequently for- motivates and engages employees (Bernthal, Wellins, &
get that there are leaders at every level, including the Walker, 2004).
bedside, as in charge nurses or team leaders (Gaguski,
2008). Dr. Swearingen is Director of Leadership Development and The
In the author’s experience, many supervisors expect Center for Nursing Research and Innovation, Florida Hospital, Or-
new nurse leaders to learn the same way that they did: lando, Florida.
through trial and error. In today’s fast-paced climate, The author discloses that she has no significant financial interests in
trial-and-error learning in leadership often equates to any product or class of products discussed directly or indirectly in this
activity, including research support.
failure for nursing leaders. Supervisors who are encour- Address correspondence to Sandra Swearingen, PhD, RN, Leader-
aging at the beginning of the relationship often claim ship Development, 115 Boston Avenue, Suite 2300, Altamonte Springs,
leaders are just not a good fit and do not demonstrate FL 32701.

The Journal of Continuing Education in Nursing · March 2009 · Vol 40, No 3 107
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Jones (2004) published an economic analysis of the associated with caring for patients. The lower the quality
cost of turnover for registered nurses and found that at of nursing leadership, the higher the costs for the organi-
one 600-bed acute care facility, turnover costs $62,100 to zation. This is especially relevant if lower-quality health
$67,100 per staff nurse. Given the difference in salaries care results in adverse patient events. Synchronized
between staff nurses and those in leadership positions, enhancements in patient care and hospital costs are es-
the cost of leadership turnover increases exponentially. sential to hospital success in this era of declining reim-
Compared to other industries, turnover in health care is bursements, staffing shortages, and published outcomes
higher among first-level leaders such as charge nurses, (Pappas).
assistant nurse managers, and nurse managers than it is
among senior-level leaders such as directors, chief nurs- What Can Be Done to Strengthen Nursing
ing officers, vice presidents, and patient care administra- Leadership
tors (Bernthal et al., 2004). Jones and Gates (2007) found There are many ways to strengthen nursing leader-
that to improve nurse retention, strong, top-level nurs- ship teams at most institutions, including continuing
ing leadership must transform the workplace and sup- education at the master’s level or higher, as under-
portive nursing supervision must be present at all levels graduate programs may have only one or two leader-
of the organization. ship classes. Organizations can send nurse leaders to
external programs sponsored by nursing schools, pri-
Patient Outcomes vate companies, or nursing professional associations.
Wong and Cummings (2007) performed a systematic In these programs, participants usually receive days or
review of studies to determine the relationship between weeks of intense leadership training that may or may
patient outcomes and nursing leadership. After com- not fit the culture of their organization. Additionally,
pleting their search and retrieval process, they retained if the new leaders return to organizations that do not
seven quantitative articles. Literature reviews found have methodologies that support them as they test their
evidence of significant relationships between positive new skills, sustainability and application of their train-
leadership behaviors and patient outcomes. Nurse lead- ing may not be evident.
ers who used their leadership skills to transform the After trying many of the alternatives, the author’s
strategy of patient care delivery in an organization im- hospital decided to fund a nursing leadership develop-
proved patient outcomes, which included reducing pa- ment department to focus on building a program to de-
tient mortality and adverse events and increasing patient velop and manage nursing talent at the hospital’s eight
satisfaction. Effective nursing leadership is essential in campuses. The total bed count for the eight hospitals
establishing positive practice environments. The nurse is more than 2,000, and approximately 4,800 registered
leader plays a key role in managing staff and financial nurses, with 500 or more being in a formal leadership
resources needed to deliver effective patient care (Pat- role at any one time, work at these institutions. Despite
rick & White, 2005). the large number of nursing leaders, the program started
with only one registered nurse serving as coordinator.
Fiscal Impact Although the program currently provides more than
Nursing managers have fiscal responsibility for mil- 3,000 hours of education annually to nursing staff in
lions of dollars in revenue and expenses associated with leadership, it only requires two full-time equivalents as
running a nursing unit. In most institutions, nursing is its core staff.
the largest cost center. Nursing leaders must control Cost does not have to be the deciding factor in pro-
their budget and make sound fiscal decisions about is- viding in-house nursing leadership education. Formation
sues that affect patient safety, care, outcomes, and satis- of a nursing leadership development program requires a
faction and staff satisfaction. Nurse leaders must spend good plan, hard work, and a desire to make nurses the
their allotted budget wisely. In addition, nursing leaders best leaders possible.
cannot separate high-quality patient care from effective
fiscal practices (Pearce, 2008). How to Design a Leadership Development
A study performed by Pappas (2008) regarding the Program
costs of adverse events and effective levels of nurse staff- Assessment
ing established that poor patient care outcomes are cor- Assessment is the starting point for all patient care
related with increased costs. Because nursing leadership activities. It is also the starting point when designing a
has a direct impact on patient care outcomes (Wong & leadership development program. The organization must
Cummings, 2007), it also has a direct impact on the costs be assessed to determine what needs to be taught imme-

108 The Journal of Continuing Education in Nursing · March 2009 · Vol 40, No 3
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Table 1
QUestions organizations must address when building Nursing Leadership Development
programs
Area of Interest Questions Relevance of Answers
Nursing unit financials Are there indications of overages in supplies or This is a good indication that nurse leaders may
overtime, or is understaffing present? need further education in budget and labor man-
Does budget preparation time equate with crisis agement.
time at the facility?

Patients Are patients satisfied with the services they are Negative findings in any of these areas may dem-
receiving? onstrate that leaders need education in relation to
What is the fall rate? patient satisfaction, quality improvement, or case
management.
What is the length of stay on the unit?

Staff Are staff satisfied with their work environment? Issues in relation to any of these may demonstrate
What is the retention rate? that leaders need development in coaching,
mentoring, staff relationships, empowerment, or
What is the vacancy rate? retention and recruitment.

Strategic organizational What goals can nursing affect? These are all areas that nurse leaders must be
and nursing goals for What is the vision of executive leadership? able to support and foster. Review of the mission,
the current year vision, values, and philosophy will help to ensure
What are the mission, vision, values, and philoso- that leaders have the organizational foundation
phy of the organization and nursing department? and direction that will drive the leadership educa-
tion process.

External environmental Are there external organizations that are offering If external leadership development exists that meets
scan leadership education? the needs of the organization, it may be more
Do the local academic organizations have a formal cost-effective to send leaders to existing programs
leadership development program? than to build one.
The downside of this approach is the loss of the
ability to direct education to specific organiza-
tional goals that may drive organization effective-
ness.

diately, what needs to be taught within the next year, and recommends that the building of curriculum begin at the
what needs to be taught eventually. lowest level of front-line nursing leadership in an organi-
Many tools exist for assessing the needs of nursing zation. This will allow curriculum to be built up to meet
departments and their nurses. Nursing leaders should the needs of increasing levels of leadership responsibil-
be asked what they think they need to learn. Execu- ity.
tive leadership should be asked what they expect nurs- Experience and job function are determinants of
ing leaders to know. Assessment can be accomplished levels of education for leaders. The levels, built around
through written questionnaires, Internet surveys, inter- Benner’s (1984) novice to expert framework, range
views of staff and executives, review of previous in-ser- from 100 to 600. Table 2 details the framework used for
vice education forms to determine interest in continuing nursing leadership development at the author’s hospi-
education in leadership topics, and casual conversations. tal. Experienced nurse managers who are in leadership
Once individuals in the department have expressed what orientation in a new organization will be designated
they want in relation to leadership education, the next as novices. They must learn the tasks and expectations
step is to examine outcomes demonstrated by leaders. of their current role. Leaders must pass through the
Table 1 lists questions that organizations must answer novice stage of education with each new job or orga-
to build leadership development programs tailored to nization.
their needs. The 100-level curriculum begins with the Nurse
Leader Task Resource, a program that demonstrates
Building the Curriculum new leaders’ tasks (e.g., what computer programs to use,
Once assessment is complete, it should be decided what meetings to attend, and other responsibilities). This
which employees should be educated first. The author ensures success of the new leaders.

The Journal of Continuing Education in Nursing · March 2009 · Vol 40, No 3 109
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Table 2
Leadership Development Framework used by one Hospital
Benner Level of Leadership Development
Designation and Offerings Target Audience Curriculum Focus
Novice 100—4 sessions per year/16 hours New leaders in the organization Tasks of the job
per session
100—3-day sessions held 2 to 3 times Grass Roots Initiative Basic problem solving
per month Team building
200—4 sessions per year/24 hours Charge nurses and team Initial team leadership skills
per session leaders Basic skills needed for shift leader-
ship responsibilities
Advanced beginner 300—2 sessions per year/8 hours per Assistant nurse managers Advanced skills needed for shift
month for 12 months/96 hours per leadership and initial skills needed
session for unit-based leadership
Competent 400—1 session per year/8 hours per Nurse managers Unit-based leadership skills and
month for 12 months/96 hours per initial skills needed for leadership
session across service lines
Proficient 500—2 to 4 workshops per year/4 Directors Leadership skills based on service
hours each line
Self-study packets for “on-the-go”
learning
Expert 600—2 to 4 workshops per year/4 Executives Broad, strategy-building leadership
hours each development skills
Self-study packets for “on-the-go”
learning

This level also includes a Grass Roots Initiative pro- organizational culture and therefore require education
gram for informal leaders in the nursing department. regarding the organization’s mission, vision, values, and
The Grass Roots Initiative, directed at Nurse Practice philosophy. Individuals at the 200 level typically want
Councils, is part of the organization’s strategy to pro- to learn skills to help them handle daily issues in their
mote shared governance for nursing staff. This inten- assigned units. If education does not pertain to their day-
sive program is offered to individual unit practice coun- to-day work, they will not engage in learning. Those at
cils over three 8-hour days. The Grass Roots Initiative the 200 level do not relate well to intense theory and
teaches staff-level nurses initial leadership skills such as broad leadership concepts.
team building and DMIAC (design, measure, improve, Conflict management, staff assignments, delegation,
analyze, and control) process improvement concepts. team building, generational diversity, assertiveness, com-
DMIAC is a Six Sigma problem-solving methodol- munication, ethics, and patient satisfaction are topics
ogy. Teams, in cooperation with unit managers, iden- that most individuals at the 200 level can quickly learn
tify three areas of concern on their specific unit directed about and apply. The 200-level curriculum is a total of
at patient safety and quality care. Teams choose which 24 hours. It consists of one 8-hour class per month over
area to focus on and begin the process of problem solv- the course of 3 months. Thus, this curriculum is available
ing using the DMIAC process improvement format. four times a year.
The leadership development department electronically The 300 level is for assistant nurse managers. It con-
tracks solutions implemented by unit-based teams to sists of one 8-hour class per month over the course of 12
ensure their sustainability. If issues arise during the months. This level builds on the curriculum offered at
course of implementation, the leadership development the 200 level. Individuals begin learning responsibilities
department assists the teams in overcoming obstacles to associated with this level of leadership through didactic
success. Teams achieve success when established metrics education, interaction, and role-playing. Staff develop-
are positively affected. ment, empowerment, leadership qualities, budgeting
The program designates charge nurses or team lead- and finance, regulation, progressive discipline, physician
ers as novices at the 200 level. They must understand the relations, performance improvement, and cultural diver-

110 The Journal of Continuing Education in Nursing · March 2009 · Vol 40, No 3
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sity are some of the topics addressed. The focus is on Evaluation


leadership skills affecting the day-to-day functioning of Continual evaluation of the educational process is
units. A team project that addresses identified issues on a planned to ensure that the learning experience results
unit-based level, which is presented to upper-level lead- in established learning outcomes. The main purpose
ership, is required. of evaluation is to gain understanding of the impact of
Level 400 is for nurse managers and assistant nurse student education and to improve the leaders’ learning
managers targeted for promotion to nurse manager. (Billings & Halstead, 2009). In leadership development,
The curriculum builds on previous curricula and also projects and demonstrations are some of the methods
incorporates skills that allow leaders to broaden their of evaluation. Indicators of retention, staff satisfaction,
understanding of the scope of leadership and effectively and attainment of strategic goals are used to determine
interact with other departments and disciplines. Didac- the effectiveness of the program and its impact on the
tic methodologies, role-playing, team games, hands-on organization.
experiences, mentoring, and interactive discussions are
used. Advanced communication skills, team building, Outcomes
various leadership styles and approaches, advanced The nursing leadership development program, in place
budgetary and finance techniques, advanced staff de- for less than 24 months, is beginning to demonstrate
velopment skills, change management, retention and measurable outcomes. The biggest impact to date has
recruitment skills, and skills for rapidly responding related to nursing retention rates. Although leadership
to the changing health care environment are taught. development is not the only entity addressing retention
Again, team projects that address issues affecting the at the organization, training in retention methodologies
system, which are presented to upper-level leadership, is the driving force at the unit level. During the past year,
are required. These projects may cross disciplines or the organization has experienced a 4% overall improve-
units. ment in retention and as much as a 24% improvement in
Level 500 is for directors. At this level, the scope of retention in selected units.
leadership education is broad. Change management, There is also a larger pool of nursing staff available
strategic management, performance improvement, men- for promotion to higher-level positions. Promotion on
toring, and up-to-the-minute changes in health care are the basis of seniority or favoritism has been replaced by
addressed. promotion on the basis of participation in the leader-
Level 600 is for executives. Areas of focus include ship program. Upper-level management staff frequently
health care delivery, regulation, performance improve- contact nursing leadership development staff to inquire
ment, and finance. At levels 500 and 600, workshops and about such participation before making hiring decisions.
self-study packets are used for the busy executives. The program has led to a baseline standard for leadership
education and ability.
Teaching The focus of leadership development is metrics-
Most educators quickly realize that they cannot driven. Therefore, the leadership team, including the
teach leadership at all of the levels. At the author’s hos- informal leaders of the Nurse Practice Councils, is ex-
pital, all current leaders are responsible for developing periencing an increased awareness of the impact of its
new leaders, regardless of discipline. Leaders are re- decisions and actions in relation to patient safety and
quired to participate in an established speakers’ bureau outcomes. By allowing them to monitor progress, staff
to share their knowledge and help new leaders learn can quantify the impact of their patient care decisions.
skills needed to be effective. Experts in each area (e.g., Through projects completed at the 300 and 400 levels,
finance, executive leadership, strategic management, nursing leadership is able to implement and monitor
or human resources) develop and teach courses to the new ideas affecting not only patient care but also staff
nursing leadership staff. This requires a time commit- satisfaction.
ment from some of the organization’s busiest individu-
als. These experts help strengthen overall leadership in Conclusion
the organization. Leadership development is a dynamic, ever-chang-
Advanced classes at the 500 and 600 levels often re- ing process directed at improving leaders and their
quire outside consultants, programs, or speakers. These organizations. Leadership development is not a rapid
classes are sensitive to strategic goals of the organiza- process; it takes time to build and implement a core
tion. They encompass national or global changes in curriculum. Several years may pass before leadership
health care that immediately impact the organization. development outcomes are realized in an organiza-

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parison: Leadership forecast 2005/2006. Pittsburgh, PA: Develop-


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2 Nursing leadership has a direct impact on retention and


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3 Individual health care organizations can institute nursing


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112 The Journal of Continuing Education in Nursing · March 2009 · Vol 40, No 3
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