Mastering change with Kotter’s 8-Step approach in veterinary practice

You discover a smart solution to a meaningful problem, only to face the toughest challenge yet: getting people to change. In this how-to article, we’ll go through a simple and popular method which you can use to win the hearts and minds of your colleagues in practice – helping you successfully implement your next improvement project.

What is it?

Developed by Harvard Business School professor John Kotter and introduced in his 1995 book, “Leading Change,” this method comprises an 8-step plan designed for any change leader to follow. These steps are to be used at the very end of your project when implementing a solution.

Why use it?

After spending lots of time and effort getting to the point of implementation, the Kotter 8-step approach helps maximise the chance of adoption so that you can start seeing results.

How’s it used?

Step 1: Create urgency

Spend time crafting a message around the need for change. Consider both the ‘push’ (reasons to move away from what you’re doing) and ‘pull’ (benefits you’ll gain from the change) factors. Use data where possible to highlight any key points.

Step 2: Form a powerful coalition

Assemble a team to lead the change, focusing on team building and defining roles. Ensure the core team is proficient in explaining the change with consistent language.

Step 3: Create a vision for the change

Craft a high-level narrative linking the change to company values, vision, mission, or strategy. Keep it simple and easy to understand, providing a rationale for the change.

Step 4: Communicate the vision

Communicate the message dropping it into conversations and incorporating it into daily behaviours. Make it a topic that people feel comfortable asking you about and be transparent when answering questions on how it might impact them.

Step 5: Remove obstacles

Shift from creating messages to implementing structures that facilitate change. This may involve hiring new staff or buying new equipment. Acknowledge and praise those embracing the change, while identifying and addressing obstacles, including outdated processes or behaviours. Be on hand to provide ‘hypercare’ for those adopting the new system. 

Step 6: Create short-term wins

Build momentum by achieving small wins, which serve as building blocks for significant change. These wins offer tangible evidence of progress, establish a pattern of success, attract allies, and deter opposition. Use these wins as learning opportunities to spot barriers and facilitators.

Step 7: Build on the change

Embed the change by incrementally building on these small wins. Do this by gathering peoples feedback into a ‘backlog’ of ideas and decide what to prioritise based on effort and impact.

Step 8: Institutionalise the change

Enhance the visibility of the change and its results. Measure and communicate results. Share success stories illustrating how the change has improved lives and work efficiency. Recognise and celebrate teams or staff members who played a crucial role in the change.

Example

Nikita is a lead nurse. Her practice recently had its RCVS Practice Standards assessment. The assessor gave the practice a deficit for wearing outdoor shoes in theatre. Nikita is tasked with addressing this deficit. She uses Kotter’s 8-step method to help manage the change:

Step 1: Create urgencyNikita starts by crafting a message and posts it on the staff notice board. The message explains the team have 3 months to address the deficit or risk loosing their accreditation
Step 2: Form a powerful coalitionNext, she identifies a core team to help her. She meets with the theatre nurse and clinical director to agree the plan and rehearse the key messaging together
Step 3: Create a visionDuring the meeting, they also decide to tie the change in with an existing practice goal to increase its surgical caseload. They set the change as a milestone in their practice action log
Step 4: Communicate the visionOver the following weeks, they talk about the change during daily huddles. Nikita reminds her colleagues on the number of weeks remaining to implement and evidence the behaviour change to the RCVS
Step 5: Remove obstaclesNikita coordinates with the practice manager to buy indoor shoes for the team and install a shoe rack. She also adds signage to the entrance of the theatre to remind the team not to enter with outdoor shoes on
Step 6: Create quick winsNikita decides to communicate the purchase of shoes and fitting of the rack as  ‘phase 1’ and celebrates the accomplishment with the team during the daily huddle
Step 7: Build on the changeDuring the huddle Nikita realises that some staff members don’t like sharing shoes and are being vocal about it. She decides to update the plan and asks her colleagues to select a pair of shoes and label them
Step 8: Institutionalise the changeThe change becomes the norm and Nikita uses a practice meeting to update the team on its success. She thanks everyone for their hard work, especially those who were impacted the most. SOPs and policies are updated to reflect the new way of work

Top Tips

  1. During the initial stages, capture your key message on a presentation slide to help condense it down. Rehearse the key message with the core team so you can deliver it quickly and confidently.
  2. Prioritise quick wins by adopting an ‘Agile’ approach. Focus on delivering the ‘minimum viable product’—a basic solution with the most significant impact. Plan for refinement in subsequent ‘phases’.
  3. Ensure long-term success by keeping documentation up to date. Update any standard operating procedures (SOPs) and archive older versions. Don’t underestimate the work involved in this step!

Kotter’s 8-step method offers a proven and reliable approach for implementing change in any practice. For additional support in change management or assistance with specific challenges, reach out to VetQI

The Plan Do Check Act (PDCA) cycle: a model for continuous improvement

You’ve identified which problem or opportunity to work on, but what next? How do you make sure you spend the little time you have available to do this quality improvement in the best way possible? In this how-to guide, we’ll walk you through a systematic approach called the PDCA cycle, to guarantee you run the project like a pro!

What is It?

The PDCA cycle is a popular model used for quality improvement and change. It consists of four key phases: Plan, Do, Check, and Act, which are completed in a step-wise manner. The sequence can be repeated, promoting ongoing refinement of a solution and a culture of continuous improvement amongst the team. 

Healthcare teams often add a foundation stage to the cycle in which the problem is defined and measures are established.

Why use it?

The PDCA cycle is a straightforward and versatile approach for all staff to use. It encourages the benefits of testing and learning, avoiding the extremes of over planning and rushed, ineffective changes.

How’s it used?

Step 1: Foundation

Start by identifying and defining the problem you want to solve. Find a measure that will tell you if your changes are working and baseline it. Do a root cause analysis and come up with some creative countermeasures. 

Step 2: Plan

Decide on one solution to test and get everything ready to start testing it. This might involve voting on the solutions you previously identified and quickly coming up with a protocol for staff to test.

Step 3: Do

Put the chosen solution into action on a small scale. This might mean running it for a few days or with a few patients. Make sure you collect the data to indicate whether its working as you go along. 

Step 4: Check 

Analyse the data from the trial to determine if it’s working as expected. This might involve looking at numbers or getting feedback from staff or customers. Reflect on the results and decide whether it’s been successful, needs adjustments or you should try a different solution.

Step 5: Act

Based on what you’ve learned, take action. If the change is successful, roll it out as a new way of working. If it needs adjustments then update the protocol and validate them. If it didn’t work, prepare for the next improvement cycle. 

Example

A surgical team decides it’s taking too long to get operations started every morning. They use the time between their shift starting and the induction of the first patient as the measure. They take a baseline measure of 60 minutes. They do a root-cause analysis and identify several solutions to trial.

CyclePlanDoCheckAct
1The team vote on changing the pre-meds they use so they’re faster acting. They agree on the new drugs and doses and select a week to pilot them.They use a different pre-med protocol for one week and record the induction times on a post-it note by the anaesthetic machine each day.Following the pilot they review the data. The average time is now 45 minutes. They discuss the results and decide to roll out the change.To roll the change out they create a new pre-med chart for the wall and discuss it at their monthly vet and nurse meeting.

Top Tips

  1. Set a specific timeframe to complete the cycles, like 4 weeks, in order to maintain focus on delivery.
  2. Involve front-line staff in the test phase as it will reduce the barriers to any final changes you roll out. 
  3. Balance your time evenly across different areas of the cycle, avoid jumping the test or planning phase.

In summary, the PDCA cycle provides a simple and versatile model for you to use to make sure your QI project stays on track. If you need more support in getting started, or have a particularly complex problem you need help with, contact Contact VetQI