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Developing Elements of A Learning Organization in A Metropolitan Ambluance Service
Developing Elements of A Learning Organization in A Metropolitan Ambluance Service
Introduction
Time-based competition is a reality in the 1990s. Business is operating in a new
environment where the only constant is change. Drucker claims that, for
managers, the “dynamics of knowledge impose one clear imperative: every
organization has to build the management of change into its very structure”[1].
The Japanese have taught Western business a lot about how to run a good
company. Quality of product and of process, and a commitment to proactive
change, are two fundamental examples. Just-in-time, total quality management,
Kanban, quality circles, and statistical quality control are a few more examples.
The Japanese have also demonstrated that managers are not omnipotent nor
omniscient. Workers have just as much responsibility to the organization, its
customers, and their products as do the managers. Participatory-style
management, particularly the use of teams, has proven itself to be a better way
of doing business.
Managers should not scoff at new ways of managing their organizations.
If the ideas will improve what their organization does and how it does it, then
surely they have a responsibility to consider those ideas and to implement
improvements. Organizations which develop focus (systems for continuous
improvement, team development and a more “bottom-up” approach to
management) will prosper in the 1990s. Flexibility and innovation in an
organization’s product or service, and its responsiveness to customers, are
important characteristics for successful competition.
There is a growing requirement for organizations to “learn” in an ever-
Journal of Management
changing environment. The need for embracing change, rather than merely
Development, Vol. 15 No. 4, 1996,
pp. 4-19. © MCB University Press,
coping with it, is suggested by Sonnenberg and Goldberg[2]. Rather than
0262-1711 reacting, companies must learn to anticipate change. The two authors also
highlight the importance of tapping the potential of all employees, A metropolitan
“encouraging them to be catalysts of change … instead of employing change ambulance
management techniques in response to change … the ability to change must service
become part of every employee’s mindset”[2]. Senge[3] extends this idea by
explaining this as the difference between generative learning, which is about
creating, and adaptive learning, which is about coping. Much of the current
literature on learning organizations emphasizes increased adaptability. 5
As written in Fortune magazine, “the most successful corporation of the 1990s
will be something called a learning organization, a consummately adaptive
enterprise”. Senge contends that adaptiveness is only the first stage in the move
to become a learning organization. He suggests that the human impulse to learn
goes beyond the desire to respond and adapt; rather, we desire to expand our
knowledge and capabilities – to be generative.
Building an environment where learning and education happen as a matter of
course does have the potential to affect the “bottom line”. Fulmer and Graham[4]
quote a study by the University of Michigan and Hay Management Consultants
which found that organizations providing a week or more of educational
opportunities for their employees each year had significantly higher profits
than those companies which chose not to do so. The fact that meeting the
educational needs of experienced managers has the ability to enhance the
reputation of a company as an employer and for managerial excellence, and
affect the bottom line, has led to the growing realization that education is a
strategic weapon for achieving competitive advantage.
The concept of organizational learning was perhaps first coined by Chris
Argyris and Donald Schon in 1976, in the book Organizational Learning[5].
Here, the authors present several ideas for a learning model for an organization.
In a later article, Argyris suggests that the strategy implementation process is
an excellent environment for managerial learning to occur[6]. More recently,
Peter Senge has introduced the concept of a “learning organization” in his work
The Fifth Discipline: The Art and Practice of the Learning Organization[7].
In this work, Senge presents five key disciplines which underpin an organ-
ization’s ability to learn.
This article argues that an organization which has in place a dynamic
strategic planning process, incorporating high levels of employee participation,
a high-performing team-oriented culture, and a participative, empowering
continuous improvement system, has the three major constructs of a learning
organization. Supporting these three systems is leadership which is proactive
and visionary, and learning which is experientially based. Each of these
four components is a proven element of successful business, and, when
combined, they provide the necessary platform on which to build a “learning
organization” (see Figure 1).
Experiential learning
Experiential learning is considered to be the most powerful form of learning,
and is the most effective method for the education of the employees of the
Journal of
Management
Development A learning
organization
15,4 Leadership
Strategy
6
Direction
of growth
Teams CI
organization, and of course, the organization itself[8,9]. Schein suggests that the
ability to adapt is tantamount to life-and-death for most organizations: “The
world is changing quickly. In order to survive and grow, organizations must
learn to adapt faster and faster or be weeded out in the economic evolutionary
process”[10]. So, the issue to be addressed here is the way in which experiential
activities offer opportunities for increased learning over traditional teaching
methods. The first observation is that experiential activities combine three
interrelated processes through which managers learn: their cognitions, their
emotions, and their behaviours[8,10]. People learn through their intellect by
thinking about things in different ways. Traditional teaching methods,
including class and lecture-based learning, concentrate on this cognitive
learning. Second, people learn through their emotions. How we feel about
something affects our emotional state, and we remember how something
previously affected us. Finally, people learn by doing this in different ways –
through their actions or behaviour. Many activities may include elements of one
or other of these styles of learning. However, activities which combine all three
styles of learning are the most powerful of learning activities. Experiential
activities such as adventure-based training, outdoor training, interactive
workshops and computer simulation fall into the intersection of the three
areas[8]. These different styles of learning can be incorporated in Kolb’s cycle of
experiential learning (see [9] for further information). In the concrete experience
stage, individuals are primarily doing things: that is, the learning they undergo
is based on their behaviour, and on the emotions that they experience as a result
of that behaviour. When individuals stop doing things, and reflect back on the
activity just completed, the learning styles become more cognitive-based, with
elements of how they felt during the activity (their emotions) still affecting their
cognitions (reflective observation). To be able to generalize their experiences A metropolitan
fully, individuals must then focus their learning solely on their cognitions, ambulance
drawing lessons from how they might have performed in the previous activity, service
and how they might have felt during the activity (abstract conceptualization).
Finally, individuals test the model developed, calling on their cognitive learning
styles to blend with their behavioural styles of learning (active experiment-
ation). Table I and Figure 2 summarize the relationship between the learning 7
stages and the predominant styles in the different stages.
Further
experience
Concrete
experience
B E
Active Reflective
experimentation observation
C
Abstract
conceptualization Figure 2.
Experiential learning
cycle
Journal of Team building
Management In any team-building exercise, individuals should develop into teams better
Development focused on working within the organization. Team development should not
disguise the fact that a team contains individuals – rather, it should highlight
15,4 that it is individualism which provides a team with tremendous amounts of
power. Boss’s[11] argument about the use of teams in health-care institutions
8 is of particular interest here when we are dealing with an ambulance service.
Team-oriented management exploits the traditional autonomous character-
istics of medical professionals’ training and the normal environment of their
work. Specific goals within this are to:
• build trust among individuals and groups throughout the organization,
up and down the hierarchy;
• create an open, problem-solving climate where problems are confronted
and differences clarified, both within groups and between groups, in
contrast to sweeping problems under the rug or smoothing things over;
• locate decision-making and problem-solving responsibilities as close to
information sources and the relevant resources as possible, rather than
in a particular level of the hierarchy;
• increase the sense of ownership of organizational goals and objectives
throughout the membership of the organization;
• move towards more collaboration between interdependent persons and
interdependent groups within the organization;
• increase awareness of group process and its consequences for
performances – that is, to help persons become aware of what is
happening between and to group members while the group is working
on a task.
Team building of middle managers involves a certain amount of empowerment:
enabling them to exert more control over their immediate work environment.
This idea of empowerment is not new to the organization in this study; the role
of station managers has changed remarkably in recent years. The latest
regional chief ambulance officer has accelerated the change in this direction.
Station officers have greater authority with regard to shift changes, goods
purchased, station expenditures and general station management. The next
stage for senior management is to build on that increased responsibility by
allowing station managers to participate in the design of systems to measure
and improve their performance. This is equally as important for their product
responsibilities as it is for their process responsibilities. Not only do they
continue to be responsible for the health-care services that the ambulance
service provides (the product), but also they are becoming increasingly
responsible for how the service provides that health care (the process). As a
result of this shift in work emphasis, their ability to function well as a team
becomes vital, and team development must assume strategic importance.
Forming a team involves more than appointing people to complete a task. Team A metropolitan
members should go through a team-building process to establish good ambulance
relationships, develop a clear and common understanding of the mission, foster service
an understanding of teamwork, provide an opportunity for the team to see itself
in action, and identify behaviours that help and hinder teamwork[12].
As always, an important consideration is that senior management must
support the participants. The participants are thinking creatively about what 9
their jobs are and what they should be. Innovation and creativity are important
outlets for an individual; the prospect of change should be embraced, rather
than treated with suspicion. This applies equally to the organization and to the
individuals within it. Systems for improvement, within service values and
strategy, are important outcomes of developing team management. As senior
officers, their ability to effect change “at the coal face” is very powerful.
Stewart and Fondas argue: “Nowadays we hear a lot about the strategic
management of the company but not about the need for individual managers to
think strategically about their jobs”[14]. Nichol also discusses the benefits of
incorporating middle managers in the strategic planning process. Middle
managers have the “detailed knowledge of how the current system operates, as
well as the potential for operating differently in the future”[13]. The importance
of incorporating middle managers in the strategic direction of the firm is also
mentioned by Leibowitz et al.[15]:
Most senior managers believe that human resources are an organization’s greatest asset. From
boardrooms to business schools, they hear about the importance of developing competent and
satisfied employees to improve productivity, profits, and long-term growth. They hear far less
Journal of about the crucial role of managers – the men and women on the corporate front lines, in middle
management, and at the top – in actually translating development from theory into action[15].
Management
Development The strategic planning process allows the opportunity for teams to work
15,4 together on organizational issues. When these are combined with other team
development activities, the team building and strategy development efforts
build on each other. Significant opportunities for the organization are as
10 follows:
• Strategy formulation involves self-analysis. It allows for discussion of the
key “services” or “products” and of the strengths and weaknesses of the
organization’s ability to provide them. It makes those within the
organization question the values, priorities and purpose of the
organization.
• Strategy formulation involves environmental analysis. It helps those
within the organization understand the different environments in which
each key “service” or “product” operates, and the opportunities and
threats apparent.
• Strategy formulation enables teams to develop a team mission to which
all the team is committed. The team is able to focus on what it is there to
do, and how it intends to do it.
• Strategy formulation enables middle managers to establish specific next
steps, the objectives and goals of how their areas of responsibility will
proceed to accomplish their missions.
• Managers are able to determine their requirements for successfully
achieving their missions. This includes the values and characteristics of
staff, an understanding of good leadership, and a commitment to team
development and continuous improvement.
• Managers participate in improved planning, communications and
quality. Analysis of current processes will result in many suggestions for
change. Empowerment of the team for introducing change should be
welcomed, not rebuked. As the team strengthens, the staff working with
it will begin to notice a more consistent commitment to the station and to
improvement in their environment.
Allowing teams to focus on the future of the organization – a desired future
state – effectively ties that person to the team, and to the organization. Someone
who just goes away for a weekend of team building is far less likely to develop
a personal stake in the future of the organization.
Methodology
The model described above (Figure 1) for developing a learning organization
was used by the authors to design a workshop for two middle-management
teams of a metropolitan ambulance service in New Zealand. Then the research
measures were used to see whether the framework achieved its objectives[16].
The steps involved were: A metropolitan
• Initial interviews. Participants were interviewed individually and ambulance
together to develop a rapport with the facilitators. Initial questions were service
answered.
• Half-day in-house session. The outline of the workshop and the required
preparation were explained. A team profile questionnaire, first case 11
study and initial questionnaire were completed.
• Three-day residential workshop. Team and strategy development occurr-
ed. The workshop used indoor and outdoor exercises.
• Half-day in-house workshop. Debriefing and follow-up from the work-
shop were conducted. Team analysis and next steps to developing a
continuous improvement culture were developed, and the second case
study and questionnaire were completed.
A three-day residential workshop is the central component of the team-building
process, and has specific objectives which it sets out to achieve. Important
factors in the success of workshops of this nature include the use of indoor and
outdoor activities; mixing cognitive learning with behavioural and emotional
learning; the use of activity debriefings to improve a participant’s learning
process (abstract conceptualization); and the metaphorical way of dealing with
team relationships. The variety from outdoor applications adds to the generally
enjoyable environment. Challenge and enjoyment are two of the fundamental
components of the facilitation process.
Team building is an investment in the “people” resource of an organization,
and important to any investment decision is an assessment of how effective
outcomes are in relation to money and time spent. The primary motivation
behind this research is that, despite the thousands of dollars organizations pay
to attend experiential team-building exercises, adequate means for measuring
the effectiveness of outdoor training programmes are virtually non-existent.
The few providers of such outdoor programmes who do offer evaluation appear
to be almost entirely dependent on post-event participant questionnaires[19-22].
While this technique does have some merits, more effective techniques must
be sought. An effective tool for measuring teamwork development is the use of
case studies and team questionnaires[23-26], and this technique was one of
several used in the research recorded here.
In this article, the authors present four measurement techniques which
attempt to capture the effectiveness of the outdoor workshop in different ways:
meeting the defined workshop objectives, measuring the change in team
functioning, a participant evaluation questionnaire, and job performance over
time.
Results
The workshop was conducted during July 1993, and since then has been the
basis of three follow-up meetings of the participants. Each month the
participants meet to discuss progress at their stations, identify obstacles to
change and improvement, and to reassess their planning for the future. Below,
each of the four effectiveness-measuring techniques is discussed in turn:
achieving objectives, developing team functioning, participant evaluation and
job performance.
[Name of “station”]
1. Team mission S7
Participant evaluation
The third component of measurement is the questionnaires completed by the
participants, which encompass all facets of the activity from the preliminary
briefing to the follow-up session, the presentation of workshop staff, and the
nature of the accommodation. These data are critical for the design
considerations for future workshops, as well as for a complete evaluation of this
activity. Space was provided at the end of each topic for the participants to
make additional comments. The participant questionnaire is important from
Journal of the perspective of practising continuous improvement. Continuous quality
Management improvement is a major component of successful business.
Development Analysis of the participant questionnaires revealed an overall satisfaction
with every facet of the workshop and associated activities. Averaging the
15,4 responses to all 64 questions yielded an overall satisfaction of 6.00 (on a Likert
1-7 scale). This translates to an average rating of 85.7 per cent across all
16 questions – including sessions, physical challenge, food, accommodation and
all briefings! The four questions about the overall experience by themselves
averaged 6.44 (92 per cent). Perhaps most significantly, the comments about
each topic offer very constructive feedback, including suggestions about future
similar exercises.
Job performance
The fourth and final measurement tool is the longitudinal measure of whether
team job performance improved relative to teams which did not participate in
the programme. Of the two station-management teams which took part, one
still has its original members and has developed very well. The chief ambulance
officer describes it as the best functioning team in Auckland and one that has
developed a reputation for having a team approach and high staff involvement.
The officer in charge of the service’s continuous improvement system feels that
improvement suggestions from the station have been given more thought and
discussion than have those from other stations. The station’s senior officer tells
of other stations requesting information and assistance so that their stations
may also improve. The second station has lost a member of its management
team, and has had, for varying reasons, a particularly high level of staff
movement. Combined with greater workloads, the team has found it difficult to
pass on its learning or to engender motivation for change. Improvements are
not as obvious here as they are at the first station. This station’s senior officer
feels frustrated in his efforts, and does not have such strong support from his
other station managers.
Further reading
Argyris, C., “Teaching smart people how to learn”, Harvard Business Review, May-June, 1991, pp.
99-109.
Dobbs, J.H., “The empowerment environment”, Training and Development, February 1993, pp. 55-
7.
Hamilton, R.T., Dakin, S.R., and Loney, R.P., “Perspectives on management development in New
Zealand companies”, Journal of Management Development, Vol. 11 No. 7, 1991, pp. 30-6.
Sonnenberg, F., and Goldberg, B., “Encouraging employee-led change through constructive
learning processes”, Journal of Business Strategy, Vol. 13 No. 6, November/December 1992,
pp. 53-7.
Stata, R., “Organizational learning – the key to management innovation”, Sloan Management
Review, Spring 1989, pp. 63-74.
Stumpf, S.A. and Mullen, T.P., “Strategic leadership: concepts, skills, style and process”, Journal
of Management Development, Vol. 10 No. 1, 1991.