Copyright is owned by the Author of the thesis. Permission is given for a copy to be downloaded by an individual for the purpose of research and private study only. The thesis may not be reproduced elsewhere without the permission of the Author. Nurse Managers’ Ethical Conflict with Their Health Care Organizations: A New Zealand Perspective A thesis presented in partial fulfillment of the requirements for the degree of Master of Management in Health Service Management at Massey University, Palmerston North, New Zealand. Linda Maree Chalmers 2008 ABSTRACT Immersed in a context of constrained heal th resource s , nurse managers are at great risk of the experienc e and negative consequenc es of values clashes and ethical conflict , such as burnout and attrit i o n . Replic a t i n g a qualit a t i v e descriptive study previously conduct ed in Canada (Gaudine & Beaton, 2002) this research is aimed at increasing knowledge of the experience of nurse managers’ ethical conflict with their health care organiz ations in New Zealand. Semi-st r u c t u r e d intervi e w s were used to gather data from eight nur se manager s in New Zealand, which was analyzed us ing a general inductiv e approac h to qualitat i v e research . The ex perience of advocating fo r values that may be shared by both nursing and the health ca re organization, such as safety, teamwork and quality patient car e, were revealed in the conceptual category of Nursing Management Advocacy . As with their Canadi an study counterparts, Isolation was reveal e d as a key factor t hat made the experie n c e of ethical conflict worse and involves the social ex periences of silencing, employment barriers and inv isibility. Support describe s the factors that mitigat e d the experience of ethical conflict and in v olves per sonal, pro f essional and organizational support, and are likewise sim ilar to the experie n c e s of Canadia n nurse managers. The Bottom Line describes a focal point of the exper ienc e of ethical conflict where the health care organiz ations predominantly fiscal botto m line was confronted and challenged by nu rse managers, and where the nurse manager might reach their own botto m line and choos e to leave the organiza t i o n . Being and Becoming Nursing Leaders describes the outcomes of ethical conflict for nurse managers who were not only transformed into nurs ing leaders, through learning, reflection, and growth but al so counted the costs of nursing leadership. This study conc lud e s that support i v e colleag u e s , organizational structures and culture are essential to mitigating the experienc e of ethical conflict and isolation whic h nur se managers enc oun t e r . The study also concludes that reducing isol ation and supporting nurse managers wil l ensure that nursing values are appropriately represent e d and artic ul a t e d in the health care organization’s decis i on making systems and processes. i ACKNOWLEDGEMENTS T h e first and most importa n t acknowl e d g e m e n t that I need to make in respec t of this thesis, is the contribution of my whanau, who make all things possible and meaning f u l . In particu l a r my hus band Rudi and daughte r Gabby, whose patience, understanding and to lerance of my nearly thr ee year distraction has never bee n underestimated and will alway s be part of this journey. Adde d to this is the beloved, but now long past contribution of my parents, Kathleen and David. Their influence on me as a pr ofessional nurse, scholar and ethica l human being, is manifest in all that rests betw een the covers of this project. Nga roimata aroha e mairingi mai nei. The second set of acknowle d g e m e n t s is to the eight researc h partici p a n t s who willingly contributed their ti me and experience to this research . My sincer e thanks for sharing what is the essence of the project. Acknowledgement also goes to the College of Nurses Aotear o a and the Nursing Council of New Zeal and for their kind assistanc e with the recruitment of participants for this study. Finally, and by no means least, I ack nowledge the wisdom and guidanc e of my research supervisors, Dr Craig Prichard and Dr Denise Wilson. It has perhaps been a longer than expected pr ocess, and I am humbled to have been your studen t . ii TABLE OF CONTENTS Page Abstract i Acknowledgements ii Table of Contents iii List of Figures v Chapter 1. Introduction 1 Chapter 2. Review of the Literature 6 2.1 The Economic and Political Cont ext of Change 7 2.2 Health Policy, System and Structural Reform 11 2.3 The Impact of Reform on Nursing An International Perspective 17 2.4 The New Zealand Nursing Experience of Health Reform 23 2.5 Values and Ethics in Health Care Organizations 30 2.6 Ethical Conflict for Health Professionals and Nursing 36 2.7 Literatu r e Review Summary and Rationale for Study 48 Chapter 3. Method 52 3.1 Methodological Under pinnings 52 3.2 Participant Recruitment and Selec t ion 54 3.3 Data Collection 56 3.4 Date Analy sis 59 3.5 Establishing Research Rigour 61 3.6 Ethical Considerations and Activities 62 iii Chapter 4. Data Analysis 64 4.1 The Health Care Organization 65 4.2 Nursing Management Advocacy 67 4.3 Isolation 77 4.4 Support 82 4.5 The Bottom Line 84 4.6 Being and Becoming Nursing Leaders 87 4.7 Summary of Data Analysis 92 Chapter 5. Discussion 95 5.1 The Health Care Organization 95 5.2 Nursing Management Advocacy 98 5.3 Isolation 106 5.4 Support 108 5.5 The Bottom Line 109 5.6 Being and Becoming Nursing Leaders 112 Chapter 6. Conclusion and Implications 114 Appendices 121 Appendix I: Invitation to participate in research distributed by the Nursing Council of New Zealand 122 Appendix II: Invitat i o n to parti cipate in researched listed on the College of Nurses Aotearoa website 123 Appendix III: Research Information Sheet 124 Appendix IV: Participant Consent Form 127 Appendix V: Biographical & Prof essional Data Collection Form 128 Appendix VI: Interview Schedule 130 References 131 iv LIST OF FIGURES Page Figure 1. Framework of analytic findi ng s : concept u a l categor i e s , themes, dimensions & relationships. 60 v CHAPTER 1 – INTRODUCTION As with many of its international counterparts, New Zealand’s public health care system and services hav e undergone 20 years of significant and continuous reform and restructur ing (Gauld, 2003; Seedhouse, 1995). Indeed, not only does New Ze alan d have the most restru c t u r e d health care system in the worl d (Gauld, 2003), changes have gone further and occurred faster than any other developed country (Davis & Ashton, 2001). Under pinne d by rapid and broad ne oliberal economic reform, the initial key policy driv er in the transformation of New Zealand’s public health system was cost containment (Health Benefits Review Committee, 1986; Treasury, 1984). With emphasis on structural, administrative and fiscal management to produce more effective and efficient utilization of h ealth resource s , particul a r change activities have included the separation of funding fr om provision of health care, population based and cappe d global budgets, and the institution of generic management structures and pr ac tices into health ser vices (Ashton, 1995; Ashton, Mays & Devlin, 2005). The embrace of managerialism in New Zealand’s reformed health system has, and continues to have, a marked impact on nursing (McCloskey & Diers, 2005; Ashton et al., 2005; Gauld 200 1; Wells, 1999). A reflection of market place business ideology, managerialism emphasizes efficienc y and effectiveness in service deliv ery (Gower, Finlays on & Turnbull, 2003; Gaul d 2003; Finlayso n &Gower, 2002; Beardwood, Walters, Eyles & French, 1999; Wells, 1999). Restruc t u r i n g of health services and hospitals to achiev e efficienc y, resulted in the collapse of many nursing structures , reduction of nursing numbers, and in many cases the loss of nursing control over clinical budgets (McCloskey & Diers, 2005; Gower et al., 2003; Gauld 2003; Carryer, 2001). 1 The role and respons ibilities of t he nurse manager in the reformed and restruc t u r e d context have not only enlarge d but offer new challen g e s (Thorpe & Loo, 2003; Wells, 1999; Inge rsoll, Cook & Fogel, 1999). Managing service redesign, restruct ure and re-engineering ac tivities, managing and auditing clinical st anda r d s , assumi n g corpor a t e responsibility, managing qua lity of service, recr uiting and retention of specialist nursing staff, and managing the frustrations of staff are but a few of the new challenges facing today’s nurse mangers (Thorne & Loo, 2003; Wells, 1999; Ingerso ll, Cook & Fogel, 1999). Thus, contemporary nursing manager s have been reinv ented (Thorpe & Loo, 2003; Wells, 1999). Not only do the y embrace the core and essential caring and humanistic values of their profess i o n , they also embrace the values of the health care organization in a fiscally prudent and soc ially responsible environment. It is a duality of values however, that is fraugh t with tensio n and et hical conf lict (Gaudine & Beaton, 2002; Gaudine & Thorne, 2000; Wells, 1999). This study, Nurse Managers’ Ethical Conflict with Their Health Care Organizations: A New Zealand Perspective , is unquestionably mot ivated by my own experiences as a nur se manager in the reformed and restruct u r ed New Zealand health care system . My first role as a nurse manager was brief (a mere 15 months ), fractiou s , painful, distress i n g and dis appointing. I believed, per haps naively, that over 20 years experience as a Registered Nurse, and significant advanced st udy in nursing and management would pr ovide me with the requisite competence for nursing management prac tice . Howev er, there was little consistenc y between my nursing managem e n t job and what I had studied – and I believ ed it was more than a mere theory-practice gap. Moreover there were few who coul d or would help me to understand inherent inconsistencies, in all facets of the role. Frequently I would say, ‘I just cannot win’. On the one hand I would focu s on ensuring that the 2 p a t i e n t ’ s needs were met as best as possible within the scope and resources of my role. On the ot her hand, to do so would earn me tremendous criticism from the clin ical nurses whom I managed, my nursing management peers and my own general managers . Even though it might have been my responsib ility to do so, taking a firm stand in particul a r circumst a n c e s , balancin g all the necessar y demands, expectat i o n s and values, was oft en met with treacherous repost. I began to wonder if my colleagues and bosses exis ted in a different world from me; were they protecting their own professional aspir ations, were they trying to win accolades fr om the organization, and did they in fact apply any values , nursi n g or otherw i s e in their pr actice . In the end, my decision to leave my first nursing management role was bas ed on keeping my professional integrit y inta ct, and the belief that I was hitting my head against brick walls and sustaining injuries that I simply did not have to. There would be other opportunities, but there were things that I needed to know and understand first. This research project is therefore an endeav or of great prof essional and pers onal im portance, and as the study will demonstrate, I have not been alon e in my exp eriences. Stepping out and away from the day to day struggl e s of nursing management provided me with the opport unity to reflect on my nursing manageme n t experien c e and to formu late important questions: • Why was there so much confli c t in nursing manageme n t and was it always a question of fiscal limits? • Were the organization’s values consistent with professional nursing? • Why did I not feel suppor ted and who should have been supporting me in my nursing management role? This study addresses all of thes e questions and many others, by investig a t i n g the experien c e of nu rse managers’ ethic al conflicts with 3 their health care organizations . I wa s fortunate to find a previous qualitative study (Gaudine & Beat on, 2002) conducted in Canada in 2001-2002, that tackled many of my concerns and question s , and helped to place my inquiry into a meaningful framework. It has thus provided the foundations for this st udy and is discussed in some detail in the review of the literature in Chapter 2. After outlining the political and economic context and cons equences of reform and its effects on the public sector, Chapter 2 then s pecifically address es the effects of reform on health polic y, health care structures, professional nursing and patient car e outcome s , both in New Zealand and internationally. Values in professional nursing and reform ed health care systems are outlined next. A review of empirical and theoretic al literature concerning ethics in nursing and health care generally is provided , followed by a detailed examination of the conc ept and experience of ethi cal conflict in nursing and nursing managem e n t . Chapter 3 sets out the methods for t he study. Replicat ing the qualitative descriptive approach of the study by Gaudine and Beato n (2002 ) , this part outlines the methodological under pinnings for the current study. This chapter also addresse s parti cipant recruitment and selection, followed by data collec tion and analysis. An outline of the establis hment of research rigour and ethical considerations is provided. A detailed presentat ion of conceptual, desc r ipti ve and thematic findings from data analys is is provided in C hapter 4. Following this, Chapter 5 provides a comprehensive disc ussion of the study findings inc l uding comparison and contrast with t he foundational study and other literature. Conclusions and implications of the study are set out in Chapter 6. This study is grounded in a context of ideologically dr iven politic a l and economic reform, which has tran scended health policy, health systems 4 and hea lth care structures, to affe ct the roles, responsib ilities and experiences of nurse managers. It is theref o r e not a study conc erned with ethics, values, conflict, nursing or managem e n t individ u a l l y per se, but the transcendenc e and intersection of all these things within the social experience of nurse managers, immersed in managing and leading nur sing care in contempor ary health care organizations. 5 CHAPTER 2 – REVIEW OF THE LITERATURE The objective of this chapter is to review several dimensions of the literature as it pertains to the experience of nurse manager s ’ ethical conflict wit h their health care organizations. The first part places the study into a context of politic al and economic reform from 1980-1999, and is aimed at highlight ing the politic al ideol ogical foundations of reform and restructuring in the public sector. Following this, a review of the consequences of reform on the New Zealand healt h se ctor is made, including health polic y, health syst em and health services structure. Next, a review of the impact of re form and restructuring on professional nursing is made drawing on both t heoretical and empirical sources. International and New Zealand based lit er ature is outlined with a focus on the impacts of change to nursing services and the nursing workforce, the quality of nursing care and t he effect on patient outcomes. The review then narrows its focus to outline how reform has affected the values of health car e services, in particular the interface of health professional and health care or ganiza t i o n a l values. Ethics in nursing practice and the phenom enon of ethical conflict and it s implic ations for nursing and most importantly nurse managers is introduced. At this juncture ethical conflict is defined, along with its implic ations. To support the current project, a literature s earch was conducted to identify both theoretical and empirical literature whic h specifically address ed the concept and problem of et hical conflict in nursi ng. The method for this literature search involved five elec tronic databases, Web of Science, Medline, CINAHL, Academic Search Elite, and Medic al Databas es on Ebsco Megafile, using the search words, ethics, values, nursing, management and conflict in the abstrac t and topic fields, and limited to the period of 1995 onwards. Literature was selected for its academic accessib ilit y as well as relevan c e to the topic. of nurse managers’ ethical conflict with their health care organiz a t i o n s . The chapter is 6 concluded with a summary of the literature t hat has been reviewe d, followed by the identification of the rationale for the present study. 2.1 THE ECONOMIC AND POLITICAL CONTEXT OF CHANGE T h e Labour movemen t that grew througho u t the world from the 1930’s, defined its role as one addres sing t he inequities of the rewards of capitalism (Castles & Shirley, 19 96). In both the post war periods, New Zealand cit izens were concerned wit h eco nomic, strategic and social security issues, in times of sickness, old age or unemploy ment (Gustafson, 1997). Michael Savage’ s fir st Labour government in the 1930’s, did much to appease these conc erns by the introduction of social sec urity and a universally a ccess ible largely tax-pay er funded health car e system (Gustafson, 1997). The tenants of social security transcended the ideological refinem ents of succeeding liberal and reformist National gov ernments, to ma intain the ideals of an egalitarian society (Blank, 1997). Orthodox Keynesian economics, whic h dominat e d not only Labour but National party politics prior to t he 1980’s, is based upon the principle that markets cannot automatically mainta in stable activ ity at full potential (Gustafson, 1997). Where the “...market is clearly failing to foster growth or cope with temporary economic crisis to deal with social inequalities, then the government should intervene to achieve the desired result” (Gustafs o n , 1997, p.6). When Great Britain entered the European Community in the 1970’s however, New Zealand’s insular and protective Keynesian economic polic ies falt ered (Sautet, 2006). Some concess i o n s for a failure to reform dramatically, may rest upon the fact that the third Labour gov ernme n t took office during and economic cycle upturn, and it was a time of relati ve l y full employme n t (Rudd, 1997). After the first of the oil shocks in 1974, and a prolonged and difficult stagnation in agricultural exports, parti cularly wool, policies of economic 7 diversification prolifer ated in an attempt to combat the growing economic recession (Easton, 1997). The end of New Zealand’s golden era of prosperity provided the platform for extens ive and rapid politic al and economic reform (Sautet, 2006; Aberbach & Christensen, 2001). The era of neolibe r a l transfo r m a t i on of New Zealand has been well documented and critic ally examined by political and legal analysts and academics (see for example: Castles, Ferritsen & Vowles, 1996; Easton, 1997; James, 1997; Kelsey , 1993; Kelsey, 1997; Miller, 1997). With philosophical roots in the Chicago School of Economic and Politic al Thought, neoliberalism and monetarist economic policy hav e dominated New Zealand’s polit ical landsc ape from the mid 1980’s (Brook Cowen, 1997). Neoliber al t heory involves classical liberal and economic philosophy combined with pres ent day market orientation (Brook Cowen, 1997). N eoliberalism advoc ates, inter alia : respo n s i b l e economic policy and fiscal rectit ude, free and deregul a t e d markets and trade, privatization, ut ility maximization, minimalist labour laws and restricted welfare provision (Rod rik, 1996; Tenbensel & Gauld, 2001). Ideologically, monetarism espous es the superio r i t y of the market place over government, competition over co-operation, and self-reliance over community responsibility (Brook Co wen, 1997). Aimed at deprote c t i o n and deregula t i o n of the economy, key macroeconomic changes of the era of 1984-1990 inc luded a series of tax reforms, alongside dives t ment and corporatisation of gover nm e n t assets (James, 1997). Yet not only did aba ndonment of Keynes ian ec onomi c managem e n t reduce gov ernment intervention in the ma rket place, it also cons iderably altered political commitment to an egal itarian society (Boston & Dalzie ll, 1992). The value of human dignity, distributive justice, and social cohesion, gave way to a more limited state, the pursuit of efficiency, self-relianc e, and fiscal balance (Boston & Dalz iell, 1992). Whilst New Zealand was indeed gripped by a then globa l economic recession, 8 r e f o r m came surprisi ngly at the hand of a Labour government, previously entrenched in the i deals of egalitari anism and the amelioration of social injustices (Castles & Shirley, 1996; James, 1997; Street, 1997). Politic al ec onomics were therefore im perative, but the impact of these considerations on social policy, in particular health polic y, was tempered by the mould of Labour’s egalitarian predec essors an d to a lesser extent Prime Minister Lange’s refusal to allo w eco n omic policy to spill ove r into social polic y (Rudd, 1997). However, in December 1990 a newly elected National government released an ec onomic package aimed specifically at reduction of the fiscal burden of t he welf are state (Scott, 1994). It was considered that the ma ssive rise in social spending was regarded as a principle cause of New Zealand’s large debt burden (Scott, 1994). To the extent that the Fourth Labour Government had resisted signific ant reform of social policy , the National Governments of 1990- 1999 (including a coalition governm ent with the populist New Zealand First party) did not (Miller, 1997a; Wood, 2001). A more targeted approach to social services and security was born out in ar eas of education, housing and health (S cott, 1994). Simult an e o u s l y , further deregul a t i o n and liberal i z a t i o n of the economy occurred through reductions in gover nment assist ance in industry, alongs ide the deregulation of banking, finance , energy and telecommunic ations (Scott, 1994). To facilitat e reform, it was als o nec essary to systematically deregulate and alter industrial relationships through lais sez faire legislation such as the Employ ment Contracts Act 1991 (Walsh, 1997). The Act replace d centralized wage bargaining wit h decent r a l i z e d entrep r e n e u r i a l bargaining, weak ened unionism, and gave employ e e s and employ e r s the choic e of individ ual or collective cont ra cts (Walsh, 1997; Sautet, 9 2006). Because labour is the primary factor in all bus inesses, the Act was therefore a key mechanism in shifting the locus of labour market control and with this , the social pr osper i t y of the workfor c e , to the entrepreneurs of the busine ss sector, where the ability to exploit the workforce for productivity and effi ciency was realized (Sautet, 2006). The Act has since been replac ed by the Employme nt Relations Act, 2000, that in principle, promot es the creation of employment relationships, and good faith in those employm e n t relatio n s h i p s (Brown, 2005). The shift from government regulati on of economic growth and pr osperity to the private sector was institutionaliz ed not only through macroeconomic policy and change, but also the influence of human and organizational theory in the organiza tion and management of the public sector. Public choice, agency, and new public management theory or managerialism have been highly influential in contemporary New Zealand public policy and reform (Bost on, Martin, Pallot & Walsh, 1996; Tenbens el & Gauld, 2001). Public choice theorists posit that the primary factors motivati n g people are self-interest and personal gain (Tenbensel & Gauld, 2001; Brook Cowen, 1997). In order to counter these motivations, public choice theorist advance restrictions on the constitutional power of politic ians , polic ies that restrict and split government bureaucracies and policy proc esses free from the influence of interest groups (Mitchell & Si mmons 1994, cit ed in Tenbensel & Gauld, 2001; Brook Cowen, 1997). Agency theory views the world in terms of the economics of organizati ons and relations hips, and focuses on the establishment of wr itten contract relationships to ensure delivery of the requirements of the rela tionship (Tenbensel & Gauld, 2001). Managerialism draws its influenc e from the manage m e n t of privat e organizations and is a response to perceived adminis trative shortcomings in public organizat ions (Tenbensel & Gauld, 2001 ). The proponents of managerialism see no difference between the 10 management of public and pr ivat e organi z a t i o n s , “...a rgu i n g that public agencies will be more efficient and responsive if private management practices are adopted” (Tenbensel & Gauld, 2001, p. 37). Managerialism is thus built around the idea that management is a function that is the same regardle ss of the organizat ion or persons to which it related (Wells, 1999). At the institutional le vel, these theories have had a marked impact. The public serv ant is no longer the apolitical agent providi n g their ministe r s with policy advice (Martin , 2001). Aided by the State-Ow n e d Enterpri s e s Act 1986, the State Sector Act 1988, and the Public Finance Act 1989, the centralized machinery of gov er nm e n t has been transfo r m e d (Martin , 2001). Alongside the devolution of public sector activities into the private sector, public servants now operate in an entrepreneurial, results-focus business environment (Martin, 2001). The common themes in a globa l moveme n t of public sector tr ansformation are efficiency and effectiveness with focus on out puts not inputs, and performance measured in quantitative rather t han qualit ative terms (Martin, 2001). The devolution of management responsibili t i e s to chief executi v e s is a hallmark of New Zealand’s public sector reform (Martin, 2001). 2.2 HEALTH POLICY, SYSTEM AND STRUCTURAL REFORM In the two decades prior to the neol iber al reform era, New Zealand’s dominant coinciding demographic trends were: increased net migration, particularly from Europe; decline in mortality rates generally and in particular in the Mao r i popu lation; record fertility rates; and lastly a steady incr ease in the populati o n aged 65 years and over (Poole , 1991). As a conseq u e n c e these demand s were re flect e d in the hea lth sector by a marked increase in overall public health expenditur e (Departm e n t of Health, 1969), increased hos pit al i npatien t treatmen t (Departm e n t of Health, 1972), and increased hospital bed capacit y (Department of 11 Health, 1975). In no small way can t he rising cost of funding health services, improved mortality ra tes and an ageing popula tion be attributed to the advances in m edicine and technology such as antibiotics, modern surgical procedur es, chemotherapeutics and many others. All these factor s, alongside the social and economic prosperity that New Zealand enjoyed in the post World War II period, impacted on the health system. Indeed, creatin g a sce nario where the availability of medical treatment was reinforced as a fundamental human right, in a regime of politics that saw it s mandate resting in an open ended commitment to universal health care for all citizens (Blank, 1997). Health policy change s in the pre 1980’s reform era included increases in the gener al medical, physiother apy and dental benefits schemes (Basset, 1976). Greater regulati o n and coordination of health sector efficiency was reflected in changes to hospital administration (Department of Healt h, 1969). Planning for the transfer of control of mental hospital to Hospital Board control was commenced and continued through Labours’ gover nment in 1972 (Depar tment of Health, 1975; Truman, 1984). In 1975, during the term of the third Labour Government, the Department of Healt h in New Z ealand telegraphed princ iples of important reform of the hea lth system by way of the White Paper (Department of Health, 1975). These pr incip l e s , which remain influen t i a l today, are summarized as: a shift to community responsib ility for healt h needs; the alignment of financ ial and administrative control of health services ; the organiz at i o n and administ r a t i o n of services on the basis of community health needs; functional integration of health service component s; rationality in planning and future development; and a national health service (Departm e n t of Healt h, 1975). Yet reform did not automatically follow the policy advice at this time, waiting another decade to be initiated. 12 The pre 1980’s organizing structure of locally elect ed hospital boards was coupled with the triumvirat e management model: the chief exec utive, the medical superintendent and the chie f nurse (Ashton , et al, 2005; Jacobs, 1994). A natural product of hos pital development rather than planned management , the triumvirate model was seen as a desirable and efficient st ructure that appropriately reflected the multi- disciplinary nature of health services, and the equal status of team members and consens us decision-making (Jacobs, 1994). During the term of the Fourth Labour Government, two signific ant policy reviews of health sector structur e and performance were undertaken, ‘Choices for Health Care’ (Sco tt, Fougere & Marwick, 1986) and ‘Unshackling the Ho spi t a l s ’ – the Gibbs Report (Gibbs, Frazer & Scott, 1988). The reports placed emphasis on the structure and funding of primary and secondary services, inefficiencies in the hospital system and hospit al management (Scott, et al ., 1986; Gibbs, et al., 1988; Scott, 1994; Jacobs, 1994; Asht on et al., 2005). The Gibbs Report in particular recommended replac ement of the triu mvirate management model with a single general manager responsible for all aspects of performance (Gibbs et al., 1988). The rationale provided was that triumvir a t e management stifled leadership, dilut ed acc o untability, resulted in poor management relationships and cons equential ignorance of management responsibilities (Gibbs et al., 1988; Jacobs, 1994). Furthermore the report suggested that professional groups could unduly influenc e decision-making without bal anced consider ation of the goals and priorities of health services. The influence of organizational theor ies such as public choice, agency and new public management is clearly manifest not only in the aforementioned polic y advice but also in a raft of structural changes in New Zealand’ s health syst em. It was also evidenc ed in international trends in health car e system reform , such as those of the United 13 K i n g d o m , Spain and Swe den where mar ket led reform significantly, although more slowly, underpin n e d politic a l and economi c transformation (Laugesen, 2005; Seedho us e, 1995). In New Zealand, local hospital board governance struct u r e s were repla ce d by fewer and larger Area Health Boards, and triumvirate management was replaced with general management (Scott, 1994; Gauld, 2000). The objectives of change were dominated by the need to contain health spending through emphasis on structural, administr ative and fiscal management to produce more efficient and effective utilization of health res ources (Jacobs , 1994; Ashton et al, 2005). Ho wever the introdu c tion of generic managers to traditional social servic es has been critic ized as a fallacy, “...that a foodstuff CEO may ma ke an admirable hardware CEO does not mean that inevitably he or she will make a competent health services CEO” (Easton, 1997, p. 166). Under the wing of National and Nati onal - N e w Zealand First Coalitio n Governments from 1990-1999, the ideologic al commitment to a competitive market in the health se ctor was further realiz ed (Ashton, 1995; Asht on, et al., 2005; Scot t, 1994). A central feature of the health system restructuring in this period wa s the division of the purchaser and provider roles previous l y carried out by Ar ea Health Boards (Ashton, 1995; Asht on et al., 2005; Scot t, 1994) . Purchasing of primary and secondary health care was devolved from the Ministry of Health to four Regional Health Aut horities (RHA’s), that were am algamated into a single Health Funding Authority (HFA) in 1998 (Gauld, 2000). Both community and hos pital healt h servic es were rec onfigured into 23 Crown Health Enterprises (CHE’s). Requir ed to act as independent, profit seeking, contra ctually bound business es, CHE’s were subject to the payment of tax and div idends to the government (Ashton, 1995). These par ticular changes were ai med at enhancin g competit i o n between pr oviders of health care in order to improve productivity and enhance performance (Laugesen, 2005). In 1996 the harsher 14 profitability agen da of CHE’s was m odifie d, since profitability never really gained traction within the or ganiz ations, the health professions and public opinion at large (Laugesen, 2005). By 1998 CHE’s were again reformed as Hospital and Health Service s with the intenti o n of reducing mounting hospita l debts and improve deficits in service provision (Gauld, 2000). A Public Health Commission was established to purchase and coordinate public health ser vices, and was disestablis hed after 18 months in 1995 (Gauld, 2003). A National Advisory Committee on Core Health Services (NACCHS) was established in 1992 to advise the Mini stry of Health (MOH) on what services should be pr ovided and priorit i z e d (Scott, 1994). Lastly, but by no means least, a regime of income testing and targeted assistance was introd uced to facilitate and monitor access and support to social and health services for low incom e groups (Scott, 1994). The health reforms pursued in the 1990- 1999 era were in part designed to reduce fiscal risk by cost shifting to individu a l s , employ er s and providers of health care (Ashton et al., 2005; Gauld, 2000). However little of the complex program of re form introduced through the 1990 ’s survived int o the new millen nium, other than the NACCHS, renamed the National Advisory Committee on Health and Disability in 2000, expanding its brief to inc lude disa bilit y services (National Health Committ e e , 2007). Under a Labour- A l l i a n c e Coalitio n Governme n t and then Labour Government to this point, health sys tem design has returned to structures similar to those of the 1980’s. The commerc i a l and competitive model of heath system managem e n t was replace d by a model bas ed on the principles of cooperation and collaboration (Ashton et al., 2005). Elected District Health Boards (DHB’s) hold the budget for both secondary and primary healt h se rvice s and reflect a middle- g r o u n d mediation between regional and loc a l health service gov ernance (Ashton et al., 2005) . Guided by Mini st r y of Health strate g i e s and priorities for improving health out co mes in their popula tions, DHB’s are 15 funded on a capped populati o n basis, and must provide health services themselves, or purchase them from non-government providers (Ashton, et al., 2005). Four key strategic policy program s under pin New Zealand’s current health sect or environment: The Ne w Zealand Health Strateg y (MOH, 2000), The New Zealan d Disabi l i t y Strate g y (MOH, 2001), The Primar y Health Care Strategy (MOH, 200 1a), and He Korowai Oranga – Maori Health Strategy (MOH, 2002). The key policy directives in this framewo r k are: health promoti o n and disease prevention with par ticular emphasis on the dev elopment of the prim ary heal th sector ; equita b l e public health service access includi ng a focus on the developm ent of Maori health services and the Maori health workforce; high performance health services within a framework of quality improvement; community engagement in all levels of the health sector; population health objectives specifica lly targeting the major causes of ill-he alth in our community; and lastly, a targeted appr oach to the development of disab ility services that reduce barrier s to access and promote the quality of life of disabled people. Many elemen t s of stru ctural change to New Zealand’s hea l th care system have been continuous throughout the era of reform (Ashton et al., 2005; Campbell, 2006). Themes of centralized vs. local control, cooperation vs. competiti o n , integr a t i o n vs. a funder- p r o v i d e r split – have exist ed through the various perio ds of reform. Despite the engaging rhetoric that these policie s and directives ent ail, healthier indiv iduals and communities will in the future reduce the dem and for publicly funded health and dis a bility se rvices (Ashton, 1995; Ashton et al., 2005; Davis & Ashton, 2001). 16 2.3 THE IMPACT OF REFORM ON NURSING – AN INTERNATIONAL PERSPECTIVE The impact of continuous reform on health care systems has taken a signific ant toll on the health profe ssions, particularly nursing, whose sheer size in the health workforce has made them a natural target for efficiency gains and cost restrain ts wrought by generic management practices and objectiv es (Campbell, 2006; Gower et al., 2003; Finlays o n & Gower, 2002; Carryer, 2001). Specif i c reform in g strate g i e s and activities involving nur sing servic es inc lude: downsizing, restructuring, reengineering and mer gers (Campbell, 2006). Whilst downsiz ing involv es reducing staffing numbers and or bed numbers by eliminating services such as particular units or hospitals, restructuring concerns changing the infrastructure of an organiz ation including channels of authority, spans of control and lines of communication (Campbell, 2006). Reengineering encapsulates pr ocess redesign suc h as modificatio n of clinic al staffing work assig nments and skill mix – for example through the use of unskilled or ancillary st aff to take on patient care, and mergers involve the combining of two or more organiz ations to improve financial or market positions (Campbell, 2006). In this part of the literature review the aim is to outline the im pact of reform and restructuring on professi onal nursing from an international perspect i v e , in two key areas. Firs tly, the impact of reform and restructuring on nursing leadership st ructures, roles and responsibilities, and second l y , the impact of refo rm and restructuring on nursing service s , the nursing workfor c e , the quali t y of nursi n g care and patient outcomes. The ensuing part of the review presents se lected lite r ature that outlines the impact of reform and restructuring on nursing in New Zealand. 17 Nursing leadership structures, roles and responsibilities In the early years of health reform in the National Health Service (NHS) in the Unit ed Kingdom, hospital re structuring set general managers or administrators alongs ide the traditionally powerful matron structure, and resulted in a decline of the matrons’ in fluenc e, as well as signific ant role variation (Wells, 1999). In turn this lead to growing ins ecurity for nurses and negative attitudes toward management (Wells 1999). Studies conducted in the Unit ed Kingdom betw een 1960 and 1980 found “...that nurses viewed management, nurse s in manageme n t and the manage m e n t role negati v e l y ” (Wells , 1 999, p. 60). Ward sister s became immersed in conflict between t heir clinic al and management roles (Redfern , 1981). Nurses were a lienated from management by a perceived industry oriented appr oach believ ed irrelevant to clinical focus (Lathlean & Farnish, 1984). A study by Wilson-Barnett (1973) confirmed a general perception amongst nurses, that colleagues promoted on the basis of their clinical ability from ward sister to senior nursing officer, no longer utiliz ed their clinical expertise. A reflecti o n of bureauc r a t i z a t i o n , the ward sister’ s role became increasingly an administrat i v e one (Wells, 1999). Emphasis on resource managem e n t , devolve d budgeti n g , cost-ef f ective inter ventions, clinical governance and commissioning “...change the identity and focus of work for nurses who take on those re sponsibilities” (Wells, 1999, p. 77). Changing the ward sister or char ge nurse job title to ward manager reflects a focus on responsibility and accountability for the ward budget as well as the link to maintaining standards of care by way of auditing activities (Wells, 1999). A consequence of this refocus was possibly that the nursing manager became more dom inant rather than inclusive in management style, and in order to conserve resources, changed their relationships with their patients and staff (Wells, 1999). When res ource s became straine d one was “... more likely to find the ward manager 18 arguing for less patient throughput than for more money to meet patient demand” (Wells, 1999, p.74). Elsewhere in the world, nursing lead ers at all levels of healt h care organizations have had their roles transformed. Gelin as and Manthey (1997) conducted a five year long study of more than 5000 executiv e nurses in the United States r egarding the impact of organiz ational redesign on nurse executive leadersh ip. These researchers come to two important conclus ions from their study; that the extent of redesign on nurse executive roles and functions is massive, and that nurse exec utive involvement in the process of redesign is enormous (Gelinas & Manthey, 1997). To be success ful they describe that nurse exec utives must understand how to: lead across cultural, functional and department boundaries ; promote and build effect ive teams; manage their personal growth by challenging their own behaviors; tolerate ambiguit y; and promote the continue d developm e n t of the nursing prof ession (Gelinas & Manthey, 1997). In summary, the ex pectations of nursing leaders are broad and their learning needs are great (Gelinas & Manthey, 1997). In a qualitative study also conducted in the United States, Ingersoll, Cook and Fogel (1999) sought to understand the implications of redesign on the roles and responsibilit ies of mid-level nurse managers. These researchers found that the m agnitude of change has result ed in nurse managers struggling to k eep pac e with the demands of change and with recognition of the import ance of remaining com m itted to uncertain institutional goals (In gersoll et al, 1999). Nurse managers were frustrated by their perceiv ed inab ility to fix situations and meet multiple st aff needs (Ingersoll et al , 1999). The researchers conclude their study by asking what must new nurse managers without a similar level of education and experience be going through? (Ingersoll et al., 1999). 19 Thorpe and Loo (2003) investigated and identif i e d the major challen g e s impacting on first-line nurse managers in Canada. The term first-line nurse managers is defined by the study as indiv iduals who overs ee the daily operations of nursing units, regar dless of their titles (Thorpe & Loo, 2003). This triangu l a t e d researc h (invest i g a t o r , methods and data) identified several chal len g i n g themes in the first-l i n e nursing management role, including: job enlar gement; emphasis on efficiency; focus on human resources; staffing and retention; and management of staff frustrations (Thorpe & Loo, 2003). After, concluding that professional and personal life balanc e is essential for first-line nurse managers’ job satisfaction, the resear chers recommend that health care administrators and nurse educators give clos er attention to the provision of adequate resources, training and dev elo pment and a more supportive work environment (Thorpe and Loo, 2003). The Nursing Workforce, Quality of Nursing Care and Patient Outcomes F i v e studies conducte d in Canada t hat conc erned the impact of reform and restructuring on nursing include: t he effects of hospital restructuring on nursing employm ent (Cummings & Eastabrook s, 2003); flexible labour and casualisat ion in the nursing workforc e (Grinspu n , 2003); nursing staff attitudes to the heal th care organiza t i o n followin g restructuring (Burke, 2003); dimensi ons of control and nursing reaction to hospital amalgamation (Arms trong-Stassen, 2003); and nurse absenteeis m , stress and workplace inju ry (Shamian, O’Brien-Pallas, Thomson, Alksnis & Kerr, 2003). A brief outlin e of these Canadi a n studies and their findings follows. Some of the main effects of hos pital res t ructuring on nurses were identified in the systematic revi ew by Cummings and Eastabrooks (2003) and include: signifi cant decreases in job satisfaction and ability to provide quality care, affects on the physical and emotional health of nurses, and increases in nursing turnov er . After a review of employme n t 20 theories and empirical evidence, Grin spun (2003) proposes that whilst the move to part-time and casualizat ion of the nursing workforce during the 1990’s was intent ional, it is doubtful that it was intended to reach such high levels, indicating that em ployer s lost control of their own strategies (Grinspun, 2003). The poor outcomes of casualization and part-time working st ructures in clude: nur sing shortages; decreased professi o n a l satisfac t i on of nurses; reduced organi za t i o n a l performa n c e ; and negative impacts on patient care and outcomes (Grinspun, 2003). Burke (2003) evaluated nurses’ perc eptions of organizational support during a period of hospital res t ruct uring. Examining the variable of perceived organizational support (POS), the study reveal ed that levels of POS remained unchanged or declined slightly during the study period (Burke, 2003). POS was found to m ediate the relationship between restructuring process and job satisf action (Burke, 2003). The study by Armstrong-Stassen (2003) highlighted that the ways in whic h nurses perceive control (personal, job and or ganizational) during a hospital amalgam a t i o n , were vital to the effectiveness and process of change. A study to determine how job strain (inc luding staffing and work load) affected the health of nurses, revealed that adequate staffing and reasonable workload were the most impor tant interventions in improving nurses’ health and reducing abs enteeism (Shamian et al., 2003). It has also been highlight e d that in Canada , managerialism along s id e consumerism in health care (includi n g th e power of the public in disciplinary processes ) have redu ced nursing autono my and made it difficult to meet professional nur sing standards (Bear dwood, Walters, Eyles & Fr ench, 1999). Of the empiri cal evidence in general regarding the Canadian health and nursing re structuring experience, Burke (2003a) suggests that restructuring in order to contain costs, had at best, mixed success. Nurses were dem oralized, the profession was in crisis, costs had not been reduced an d the quality of patient care had deteriorated (Burke, 2003a). 21 Other international studies, inc ludi ng some cross-national studies , have evaluated the relationship between regist ered nursing staff numbers, education and skill mix and its relationshi p to the qualit y of nursing care and patient outcomes (for example s ee: Aiken, Clarke, Cheung, Sloane & Silber, 2003; Aiken, Clarke & Sloan e, 2000; Aiken, Clarke, Sloane, 2002; Aiken, Clarke, Sloane, Schol ask i, Busse, Clar ke, et al., 2001; Aiken, Clarke, Sloan e, Scholas ki & Silber , 2002; Blegen , Goode & Reed, 1998; Blegen & Va ughan, 1998; Cho, Ketefian, Barkaus kas & Smith, 2003; Czaplins k i & Diers, 1998; Needlema n , Buerhaus , Mattke, Stewart & Zelevinski, 2001; Shewar d, Hunt, Hagen, McLeod & Ball, 2005; Tourangeau, Giovanetti, Tu & Wood, 2002). Key implications from this growing and important body of nursing research may be summar i z e d in three themes . Reduct i o n in register e d nurse staffing levels, skill mix, professional ex perience and educ ation, reduces the quality of patient care pr ovided. Whilst average lengt h of stay (ALOS) of patients has decreased, patient out comes such as morbidity and mortality are negatively associat ed with reduced ALOS, nurse staffing and skill. Increased job stress, burnout and injury in nurses are related to increased workloads and reduced nurse staffing. Given the literature and research imp lications set out above, it is not surprising to identify a global shortage of nurses that has gained momentum in the past 20 years (Int ernational Council of Nurses, 2006; Buchanan & Calman, 2006; Heinz, 2004). Poor workin g condit i o n s and experiences such as work injury, burnout and job dissatisf action contribute to higher rates of turnover in the nursing workforce (International Counc il of Nurs es, 2006; Buchanan & Calman, 2006; Heinz, 2004;) . Thus, health care re form has implicat i o n s on nursing and its workforce well beyond the boundar ies of hospitals and national health systems, but also the abilit y of health care systems internationally to meet the needs of populations (I nternational Council of Nurses, 2006). 22 2.4 THE NEW ZEALAND NURSING EXPERIENCE OF HEALTH REFORM Finlays on and Gower (2002) were membe r s of a large team of researchers who undertook a proj ect examining the links between hospital restruct u r i n g , patient outcome s and nursing workfor c e issues in New Zealand (Hospital Restructuri n g : Patient Outcomes and Nursing Workforce Implications Study). The three research strands examined by the team were: mapping the hospital restruc t u r i n g ; identif i c a t i o n of a range of patient outcomes; and a surv ey of all New Zealand hospital nurses (Finlay s o n & Gower, 2002) . The New Zealand hospital restructuring project is itself asso ciated with an internat ional program of researc h (a number of which have already been identif i e d in the precedin g part of this review) across at least sixtee n other cou ntries. The first two of these strands of the New Zealand project are discussed here. Aimed at identifying the impact of hospital restru cturing on nurses, the study by Gower, Finalyson and Turnbull (2003) involved 16 New Zealand hospitals, and 20 individual informants. This study reported several inc r emental structural changes to nursing services on three tiers. A central feature of hospital reorganization was the dismantling of the centralized nursing and triumvir ate management structures evident in hospitals prior to 1988 (Gower et al., 2003). Principal Nurse posit ions were dis es t ablished and replac ed with the position of Nurse Advisor who in many cases had no management authority over provision of nursing ser vices, and in some instances reported to chief execut ives in the provision of adv ic e over nurs ing-re lated issues (Gower et al., 2003). Some Nur se Adv isor positions were then also disest ablis hed and not replaced, resulting in a four to seven year period where there was possibly no centraliz ed nursing leader at all (Gower, et al., 2003). By 1995 hos pitals began to establish the pos ition of Director of Nursing, and whilst similar to the nurse advisor role, they are executiv e positions 23 within a general management structure (Gower et al., 2003). However, the Director of Nursing may still have la cke d the infrastructure to provide appropriate professional support and leader s h i p (Gower et al., 2003). Second tier nursing management pre-1988 c onsisted of Nursing Supervisor s whose positions were als o disestablished, although in some cases the role was ret ained for after hours patient services management, reporting to general manage ment (Gower, et al., 2003). Traditionally known as Charge Nurs es, the third tier of nursing management pre-1988 was res ponsible for the efficient and ef fective deliv ery of nursing ser vices at ward level and had been subject in some instances to multiple rounds of change (Gower et al., 2003). Line accountability to the Principal Nur se was lost when thes e positions were disestablis hed and as a consequence Charge Nurses may have been the only remaining nursing management position in the health care organiz a t i o n (Gower et al., 2003). Financial respons ibility previously held at the second or th ird tier of the nursing management structure was devolved to general managers at a servic e level (Gower et al., 2003). Reflecting a great deal of intra and inte r hospita l varianc e , the new third tier of nursing mana gers have expa nded roles and responsib ilities reflecte d in a raft of differen t titles such as “...unit nurse manager, clinical coordinator, clinical nurse leader or team leader ” (Gower et al., 2003, p. 131). The nurse manager’s attention was divided between general management and clin ical lead ership resp onsib ilities, with general management tasks taking precedent. In partic u l a r this resea r c h highlighted that the new third tier of nursing managers exper ienced great diffic ul t y working with and reporting to general management who lacked at understanding of the complex responsib ilities involv ed in nursing and ward management (Gower et al., 2003). 24 Service managers were not necessarily people with health backgrou n ds . It caus ed quite a few problem s . They had no underst an d i n g of nursing . There was no nursing leaders h i p at servic e level. We seemed to have a success i on of general manager s with no experie n c e of the health system. (Gower et al., 2003, p. 131). The loss of nursing leadership and its influence in hospital structures and services have resulted in a raft of issues for the nursing profession in New Zealand. Gower et al. (2003) identified the following themes in their study: lack of nursing invo lve m e n t in managem e n t changes ; reorganizat ion of nur sing career pathw ay s; loss of senior nurses – sometimes to gener al management or out of the hospital sector completely; lack of hospital- wide strategic workforce planning, recruit m e n t and retenti o n ; changes to the composition of the work force including casualization; and signific ant variations in the quality and availability of professional devel opment and education of nurses. McCloskey and Dier s (2005) advanced t he investigation of health reform impact on nursing in New Zeal and to patient outcomes as well. Utiliz ing data from all adult med i cal and surgical patie nt discharg es in New Zealand hospitals between 1989 and 2000, this study determined ALOS and adverse clinic al outco me rates, including mortality (McCloskey & Diers, 2005). Cor r esponding nursing workforce data was also examined between 1993 and 2000. T he findings from this study in summary are: a decrease in nurs e FTEs and associat ed work hours of around 36%; cost effectiveness and process efficiency resulted in a 20% decrease in overall ALOS; and a marked incr ease in adverse clinical outcomes rates, with mo rtality rates remaining stable or decreasing. McCloskey and Diers (2005) explain that lowering nurse staffing levels and increasing workload results in hurried, delayed, omitted and fragmented care that pr ecipitates errors, and reduces opportu n i t i e s to detect and report errors . These research e r s assert that “...the introduction of New Zeala nd’s health care reengineering polic ies 25 signific antly influenc ed the fre quency of adverse outcomes among hospitalized patients with the effect occurring at the same time the nursing workforce decreased in size” (McCloskey & Diers, 2005, p. 1145). The case study by Campbell (2006) examined the impact on hospital nurses of organizational change at Auckland Distric t Health Board from 2001-2004. The study utilize d secondary dat a arising from the Survey of New Zealand Hospital Nurses conducted in 2001 and 2004 whic h was part of the broader research progr am in New Zealand noted above. Campbell (2006) desc r ibes that the objectiv es of the change program in this health care organization included: building of a new hospital, integrating services to improve ca re for patients and the environment for staff, improving nursing skills match to patient workload and the standardis ation and integration of managem e n t roles. The change program occurred in a cont ext of “…constant pressu re to deliver quality health car e within a substantial bu dget deficit and increasin g fiscal constraints” (Campbell, 2006, pg1). Whilst the nursing workforce was not downsized during restructuring, the number of in patient beds was (Campbell, 2006). Several set s of selec t ed variables impacted by organizational change were invest igated that enabled the comparison between 2001 and 2004 data, including: job sa tisfac tion, management support, perceptions of quality of patient care, intention to leave, staffing and model of nursin g care, and the hos pital and work envir onment. Selections of the key findings are set out next. Despite the introdu c t i o n of a team nursing model int e nded to improve staffing and workload issues, the study found that this change did not alter the nurses percep t i o n s about staffi n g betwee n 20 01 and 2004, with only 40% of nurses agreeing there were enough registered nurses to provide quality care (Campbell, 2006) . There was als o no signif icant change in nurses’ ratings of job sa tisfaction, levels of burnout and 26 intention to leave bet ween the tw o study dates, with nurses reporting being moderate l y or very satisfie d with their jobs (Cam pbell, 2006 ). The researcher suggests that this finding may be a consequence of a new physical environment and effective c harge nurse leadership (Campbell, 2006). The only statis tically significant finding from the study was that associated with management s upport, where nurses’ ratings demonstrated perceiv ed lack of management responsiveness to nursing concerns and limited nursing parti cipation in decis ion-making (Campbell, 2006). As well, loss of line nursing manager and leadership roles increased the distance bet w een Char ge Nurses and nurse leaders such as the Director of Nursing, and in so doing resulted in lost opportun i t i e s for open dialogue and t he development of meaningful relatio n s h i p s (Campbe l l , 2006). As a precursor to a longi tudinal national cost of nursing turnover study (also part of an internat i o n a l re searc h program ) , a survey was undertaken of current practices and pol ic ies related to turnover of nurses in New Zealand’s public hospitals (North, Hughes, Finlayson, Rasmussen, Ashton, Ca mpbell et al., 2004). The key objectives of the long itudina l study, still in progre ss, are to document and deter m ine costs associated with nursing turnover and to identify nursing turnover as a key performance indicator in Ne w Zealand health services that is calculated and reported consistently (North et al, 2004). Aimed at providing descriptive information, data was collected fr om 20 Dir ectors of Nursing in 20 of New Zealand’s 21 District Health Boards (DHB) (North et al., 2004). The study found that nursing turnov er (rates normally between 12 and 25%) was a problem for at least 13 of the 20 participants, or was becoming an increas ing priority , with at least five DHB’s reporting nursing turnover rates greater than 20% (North et al., 2004). Some of the negativ e impacts of turnover were identified as nurse shortages and 27 consequential bed closures, restrictions on elective sur gery, emergency departme n t service restrict i o n s and r educed inpatient admissions (North et al., 2004). The study found that little information on reas ons for turnover was being collected, with onl y three DHB’s routinely collecting and collating data (North et al., 20 04). Strategies being used to improve retention and reduc e turnover focused on retention by way of professional dev elopment, intr oducing Charge Nurses and nurse leaders where there were none previously , and improving the working environment by way of family focus and flexible rostering (North et al., 2004). Recruitment policies and in itiatives were focused on new graduate and international rec r uitm ent, with the use of temporary internal staffing pools one of the ac tivities employed to manage nursing vacancies (North et al., 2004). Stra tegies for improving the nursing workforce diversity were also identifi ed in the study, including a targeted approach to recruitment and retention of Maori and Pac ific Island nurses (North et al., 2004). The study report ed that in almost every DHB there were tight controls over recruitm ent of new staff including a review process, and in some in stances freezes on recrui ting registered nurses (North et al., 2004) Cobden-Grainge and Walker (2002) undertoo k a survey of 300 registered nurses in New Zealand with three key objectives: to identify career paths of regist ered nurses and factors influenc ing job choice and post-registration educ ation; to de scribe relationships between these factors and the career choices made; and to analyze the implications of career paths and influencin g factors. Some of the key findings from Cobden-Grainge and Walker’s (2002) study, of relevance to the present literature review are c oncerned with evalu ation of working conditions, aspects of work, and working rela tion s h i p s . Concerni n g working conditions, the study found: that onl y 42% of responde n t s were satisfie d with the ratio of permanent staff to agency staff on day and night shifts; there was a moderate level of satisf action of 53%, with availability of 28 equipment and resour ces; and that ov er 53% of respondents indicated dissatisfaction with their pay in re lation to level of responsibility (Cobden-Grainge & Walker, 2002). In rela tion to aspects of work, the study found that only 53% of respondents wer e satisfied with opportunities to provide quality ca re (Cobden - G r a i n g e & Walker, 2002). In relation to working relations hips, the study identified that only 54% of nurses were satisfied with the level of support they received from their Charge Nurse or Unit Manager (Cobden-Grainge & Walker, 2002). When ask ed to ident ify aspects of prac tice in their job that research participants would change, themes highlighted wer e: patient care, organizational systems, communicati on and profession al dev elopment (Cobden-Grainge & Walker, 2002) Motivated by concer ns regarding t he reintro d u c t i o n of second level (enrolled) nurse training into the heal th sec t or, Carryer (2001) offers a perspective on the New Zealand nursi ng workforce that considers many of the features and impacts noted previou s l y and offers other ins i ght s as well. Carryer explains that the reintroduction and training of more enrolled nurses (previously dis cont inued in 1994) was part of the response of the health sector to nu rsing shortages by way of a cheaper and less skilled nursing workforce option (Carryer, 2001). The ef fect of restructuring has taken a consider able toll on nursing, whose workforce is ageing, whose clin ical and professional confidence was destroyed and whose education had been underinvest ed (Carryer, 2001). Nurses are visible and invis ible simultaneously , greatly respec ted by the public, yet poorly paid, struggling continuous ly to be seen, valued and effectively applied to healthcare services, beyond the handmaiden of doctors’ image, and beyond the grasp of generic management (Carryer, 2001). Resistance to nurse prescribing and reluct ance to nursing autonomy in the primary health sect or mainly from the medical profession, are exam ples of the ex ternal pressures to keep nursing confined (Carryer, 2001). Accordi ng to this commentary, a strong 29 climate of anti-professionalism transcended the health sector forcing many nurses to abandon their prof ession and oppress ions, some into generic management positions, in the belief that thei r contribution to the health workforce was not taken seriousl y (Carryer , 2001). In summary, Carryer’s opinion may be seen as a professi o n a l res pons e to reform and restructuring and its effects on nursing in New Zealand, by placing emphasis on reinvigorating clinical nursing leadership, as a central means not only of addre ssing nursing workforce issues, but also the health needs of communities. The env ironment in which nurses now pr actice in New Zeala nd and elsewhere is marked by the objecti ves and activities of neoliberal politic al reform that has transc ended the economy, politics and public organizations. Market sector values and objectiv e s aimed at ensuring efficiency and effectiveness of health service deliv ery have impacted or nursing structures, roles, clinic al experienc e and effectiveness, as well as nursings ’ future contribu t i o n s to health care in the community. This new envir onment, its demands and cu lture, challenge profes sional nursing values, and in so dong have im portant implications for the nursing profession and health care organizat ions. 2.5 VALUES AND ETHICS IN HEALTH CARE ORGANIZATIONS Health care organiz a tions require the ethical managem e n t , of self, professional, organiz at ional, patient and public interests and values (Young, 2003; Weber, 2000). Llewell y n (2007) explains that health care leaders who have ethics as the core of their values, will ensure that they meet their social contracts and et hic al obligations to society, communities and patients, employees , and the health care professions. Ethical health care managem ent practice therefore involves more than clinica l , profess i o n a l and personal ethics and valu es, but also foc us on 30 the provision of care, the needs of citizens and the employ ment of people (Weber, 2000). Values have been defined as “...relatively indepe n d e n t human creati o n s that are used to guide, evaluate and justify human action” (Sarvimarki & Sandelin Benko, 2001, p. 131). Values have the power offer ration a l explanations for human activities (S arvimarki & Sandeli n Benk o, 2001). Since professi o n s represen t one of sever al sets of competin g group value premises and ideologies that may transcend organiz ational values, there is a possibility of ambi valent values relationships at the organizational level (Bullis, 1993). Wells (1999) describes that the impact of managerialism on the NHS has been to draw clinicia ns into the management life of the organiza t i o n and inevitab l y has an impact on professional values and inte rpro f e s s i o n a l relation s h i p s . It seems possible that ther e has been a change in the tradition al self-image, perceptions, values and roles of individual health professio n a ls . . . M o r e o v e r , health care professionals may find themselves in a position of role and value ambiguit y , caught between meeting manageria l targets and continui n g to function within the parameters of their clinical tradition s. This may lead them to act in ways which are aimed at managing their cons equent anxieties rather than carrying out the tasks envis ioned by se nior managers and polic y makers... it is plain that such an importan t shift in focus and autonomy has affected the cultur e and philosoph y of the various profess io n s , including nursing, within the NHS. (Wells, 1999, p59-60). So what are the val ues of health professionals and health care organizations? To an extent, public sect or management values of efficiency and effectiveness in resour ce utilizatio n have alread y been identified. Alongside this soc ial res ponsibility, fiscal prudence, out comes focus and accountability have also been noted. In a triangulated study set in Irel and, Car ney (2006) identified eleven key values (some positive and some negative) active in the health care 31 organization that wer e held by bot h health care clinic i a n s and non clinical managers. Excelle nce in patient care was the highest ranked value ident ified in this study (Car ney, 2006). Values driven, the second highest ranked value identified by the st udy, concerns trust, integrity, caring, loy alty, compassion, just ice, quality, advocacy and dignity (Carney, 2006). The third ranked va lue was managerial receptiveness - identified as a caring and suppor tive approach by senior managers resulting in staff feeling valued for their contributions (Carney, 2006). Organizational dependability, as an identified valu e, indicated that a strong public ethos was active in t he context (Carney, 2006). The value of equity in care deliv er y highlights accessibility and timely care deliv ery (Carney, 2006). Negative values identif ied by the study include: lack of peer cohes ion, power groupings, lack of manager i a l recepti v e n e s s and lack of organizational dependability (Carney, 2006). The values of health care organizations may be explicitly stated, for example, in formal communications ei ther within the or ganization or to the public and communities whom t hey serve. A search of New Zealand’s 21 District Health Board webs ite s found that at least seven (Auckland, Counties Manukau, Waitemat a, Bay of Plenty, Hawkes Bay, Hutt Valley , and Southland) shared thei r values on their websit e, or were at least easily accessible to the public via this medium. An array of values were set out on these webs ites and inc l uded: Openness, Integrity, Compassion, Customer Focus, Respect, Supporting Wellness, Patients Come First, Serving Our Community, Helping Each Other, Best Practice, Taking Responsibility, Striving to Improve, Working Together With Passion Energy and Commitment, Can-do by Leading, Innovating and Acting Courageously, Trust, Striving for Excellence, Making a Difference, Teamwork, Learning (Mohiotanga/Wairuatanga), Caring (Manaakitanga), Professionalism, Flexibility, Innovation, Responsibility, Partnership, Collaboration, Accountability, Effectiveness and 32 Acknowledging Cultural Values (Mana Atūa / Mana Tūpuna / Mana Whenua/ Mana Tangata). Despite the somewhat curs ory, if not distant appr oach to identifying the values of these healt h care organizatio n s , it is at least possib le to point out some valid feature s. Firstly, asi de from reference to accountab ility, responsibility, effectiveness, and colla boration, these values do not tend to indicate a market place model or ientation. Rather, they suggest a humanistic organizational model, linked to the needs and culture of their workforce and community, in particular Maori cultur e and com m unity. This is not to suggest that these health care organizations are without focus on their fisca l responsib ilities, sinc e there were undo u btedly references to ensuring financial accoun t a b i l i t y in some missio n statements on the websit es. Instead, these values, publicly declared, demonstrate shared commitments to health care deliv ery by all members of the health care organization. In the opinion of Faithfull and Hunt (2005) the values of nursing are: [T]hose basic assumptions about what is of value in the prac tice and profession of nursing: what is of fundamen t a l importance in nursing. Together they cons tit u t e the organiz a t i o na l culture of nursing . Values are guiding princip l es , often implicit, that inform perceptions a nd standard s of what is right, or wrong, appropr i a t e or inapprop r ia t e , worthy or unworthy, acceptab le or unacceptable in our behavior, important or less important. Values may be individual or collective or both; they embrace ethical values , but are somewhat wider (p.441 ). Emerging values in professional nursing have been identified as: respect for human dignity, cultural and sexual differences and choices; continuity and trust in caring relations hips; organizational openness; nursing role flexibility ; enhanced pr ofessional autonomy; timeliness; working with uncertai n t y ; and therapeu t i c support (Faithfu l l & Hunt, 2005). 33 Professional nursing values may also be located wit hin statements of professional practice, codes of ethics and conduct. The International Code of Ethics for Nurses (Inter national Counc il of Nurses, 2006a) encompass es values of the nursing pr ofession which include: caring, maintai n i n g human rights, family and communi t y respect , social responsibility for the health and soci al needs of the public, responsibility and account a b i l i t y for practic e , co mpetence and continual learning, sustaining and protec ting the envir on m e n t from polluti o n , maintai n i n g patient confidentialit y, alongs ide managing and implementing acceptable standards of clinic al, management, research and education in nursing. The Code of Conduct for Nurses estab lished by the Nursing Council of New Zealand (2005) likewis e embrac es core professiona l nursing values. Using a framework of principl es, the code specifies: that nurses must be legally compliant in terms of registration, competence and practice; that nurses act ethically and maintain standards of practice inclu ding requis ite nursing knowledge and skill; that nurses respect the rights of patient s / c l i e n t s , including the patients indiv i duality, right to informed consent and culturally safe practice; and finally that nurses justify public trust and confidenc e, such as ensuring that duty of care has been met (Nursing Counc il of New Zealand, 2005) . Bioethic al principles underpinning healt h professional pr actice are also an important expression of the values of health professions. Autonomy, beneficenc e, nonmaleficence, self-determination, veracity, justice, and fidelity, create an ethica l framework for health professionals inc l uding nursing (Shirey, 2005; Johns t one, 2004). Autonomy and self- determination reflect the acknowled gemen t of a person’s indiv idual choices which stem from personal values and beliefs (Shirey, 2005; Johnsto n e , 2004). Nonmale f i c e n c e ex presses the imperative that we should do no harm in our health care endeavors by ensuring that error is reduced and adequate staffing is pr ovided to ensure vigilance in 34 nursing practice (Shirey, 2005; Johns tone, 2004). Beneficence, is the obligation to do good in our caring work and ensuring that others are engaged in doing good in society and work als o (Shirey, 2005; Johnstone, 2004). Veracity represents the value of telling the truth to patients and colleagues, as well as not deceiving others, values considered fundamental to ethica l relationships (Shirey, 2005; Johnsto n e , 2004). “Justic e refers to t he fair and equitable distribu tion of benefits and burdens in society” (Shirey, 2005, p.61). This principle may also be identified in manageme n t behavior to in corporate truthfulness and respec t (Shirey, 2005). Fidelity refl ects the value of faithfulness to ones commitments and in all nursing, this is to patients and the nursing profession (Shirey, 2005). It is not necessarily the case therefor e, that profession al nursing values, which include ethical values, are at odds with those of the health care organization. Indeed many appear to be shared, such as respect, flexibility, responsibilit y, teamwork and best practice. It is also possible that the professional nursing values identifi ed here are shaped by and are responsive to contemporary health care climates that emphasize social res ponsibility; in particula r the pruden t use of resour c e s for meetin g the health care needs of whole communi t i e s . Yet a conundru m remains evident; the needs of individu a l patients or the needs of patient collectiv es such as diagnostic or nursing service bounded collectives, which clinical and managing nurses pursue, may be subsumed in the broader efforts and purposes of health care organizat ions, requir ed to meet the health needs of whole pop ulations within significantly controlled fiscal limits. Nurses may become frustrated and exhausted because the organizat ional contexts in whic h they practise may make it difficult to fulfill their ideals of good patient care (Gastmas, 1998). It is a conundrum that manifests as ethical conflict for health professionals, and most importan t l y for the purposes of this re searc h , nurse manager s . 35 2.6 ETHICAL CONFLICT FOR HEALTH PROFESSIONALS AND NURSING Because of their dual professional and organizatio nal roles, health care professionals are at gr eat risk of experiencing ethica l confli c t (Gaudi n e & Thorne, 2000; Gaudine & Beaton, 2002). Increas ed responsib ility for the allocation of scare resources has in particular, spawned a raft of dilemmas for health care professionals in management positions in their attempts to balance the financ ial and human aspects of service deliver y (Lemieux-Charles & Hall, 1997) . New instit utional arrangements arising from reformin g health care systems also place these clinical managers in situations or circumstances w here their broader pr ofessional and organizational commitments conflict wit h those of their clinic al peers whose practice is affected by their dec isions (Lemieux-Charles & Hall, 1997). Individu a l health care managers ma y feel that they are required to make ethically difficult decisio ns alone, and “...without support from the organization, may become def ensive and isolated” (Lemieux- Charles & Hall, 1997, p.59). Ethical (moral) conflic t for health care prof essionals has been defined as: “...a situation involving a clash of values within the practitioner, among prac titioners, and/or between practition e r s and patients , conc er nin g what was the morally right action to take, or as a situation in whic h the duties and obligations of health professionals were unclear” (Redman & Fry, 2000,p.362). Ethical conflict may also occur between the health professional and the health care organization, where their re spect i v e values differ, or where some mutually shared values take precedent over other values (Llewellyn, 2007; Gaudine & Beaton, 2002). Faced wit h the constant array of ethical conflict, health care professionals can burn-out from the stress of tryi ng to do the right thing the right way, and may be cons umed wit h a downwar d spiral of defeat 36 by the pressures and burdens of ethica l conf licts (Rodney & Starzomski, 1993; Gaudine & Thorne, 2000, Llew el l y n , 2007). Other possib l e consequences of ethical conflic t include: moral dilemmas (when an indiv idual sees more than one right thing to do); moral unc ertainty (when an individual is uncertain of which moral principle to apply); and moral distress (when an individual k nows the right thing to do but is prevented from doing so) (Jameton, 1993, cited in: Corley, 2002; Kalvemark, Hoglund, Hansson, We sterhold & Arnetz, 2004; Corley, Minick, Els wick & Jac obs, 2005) . Mo ral dis t ress for nurses has been further defined as: [P]ainful feelings and/or psycho logical di sequi l i br i u m that occurs when nurses are conscio us of the morally appropr ia t e ac tion a situati o n require s , but cannot carry out that action becaus e of instituti o n a l iz e d obstac l es : lack of time, lack of supervis o r y support, exercise of medical power , institutional polic y or legal limits (Jameton, 1984, cited in Corley, 2002, pg 637). Some of the possible outcomes of moral distress include: impacts on the patient such as increased discomf o r t or sufferin g , impacts on the health prof essional such as resi gnat i o n , burn-out and loss from the profession, and impacts on the organiza t i o n such as loss of reputati o n or accreditation, and difficulty in recr uiting nursing staff (Corley, 2002). Sund in-Hu ard and Fahy (1998) utilized interpretive research methods to study the relations hips between moral distress, nursing advocacy and burnout in nurses. They found that when clinical nurses attempted to advocate for patients in morally troubli ng situations, their experience of moral distress was heightened, and wit h this the risk of professional retribution and burnout (S undin- Huard & Fahy, 1998). In a series of opinion based articles focused on limited health care resources and its relationship to moral distress, Arlen (2001, 2001a, 37 2 0 0 2 , and 2004) draws attenti o n to the pervas iveness of the phenomenon of moral distress in nursi ng and its relationship to scant resources and the burgeoning problem of nursing shortages. Arlen proposes that resource restricti ons and nur sing shortages have caused nurses to question whether patients are receiving quality care and whether patient s are the first priorit y (Arlen, 2001a). Nurses increasingly see themselves as ineffective advoc at e s for their patient s and feel paralyzed by their situation (Arl en, 2001a). Moreover nurses are concerned about how others are maki ng decisions that nurses should be making and the subsequent lack of cont rol that they have over their practice (Arlen, 2001b) . Nurse Managers’ Ethical Conflict with Their Health Care Organizations Whilst the significance of nurse m anagers’ ethical conflict wit h their health car e organiz ations is ack nowledged, it is has not been particularly well researched and is an area of nursing administ r a t i o n practice that had remained largely silent until the mid 1990’s (Brosnan & Roper, 1997; Gaudine and Beaton, 2002). Knowledge of the issues and the experience of this pr oblem are essential in or der to “...wor k towards the resolution of ethical conflicts and towards the mitigation of negative outcomes for nurse managers , thei r organiza t i o n s and the nursing profession” (Gaudine & B eaton , 2002, p. 19). A Canadian based study of nurse m anagers ethical conflict with their health car e organizations (Gaudine & Beaton, 2002) provides the theoretical and methodological foundat i o n s for the present research project and is disc uss ed in some detail presently. The literature search noted in the introduction of this c hapter yielded several articles of releva n c e to the topic, most of which are introduc e d and disc usse d here. 38 Literature reporting both theory and re sear c h of ethica l confli c t and dilemmas as it impacts on decisi on making and clinical car e for practising clinical nurses (e.g. staff nurses) was identifi ed in the search (Butz, Redman & Fry, 1998; Gaudi ne & Thorne, 2000; Redman & Fry, 1996; Red m an & Fry, 2000; Red m an & Hill, 1997; Red m an, Hill & Fry, 1997; Red m an, Hill & Fry, 1998; Sandman & Nordmark, 2006; Von Post, 1996; Wagner & Ronen, 1996). The search also produc ed one research report on ethical conflic t in a multidisc i p l i n a r y setting (Kalvemark, Hoglund, Hansson, We sterholm & Arnetz, 2004), and one research report regarding ethical conflic t experienced by nurses conducting utilization reviews in m anaged care practice (Bell, 200 3). In a systematic review of five studies concerning clinical nurses’ ethical conflicts, Redman and Fr y (2000) sought to capt ure the characte r , similarities and differences in the experienc e of ethical conflict, as well as resolutions and themes of ethical conflict. The major character of ethical conflict identified by this review was disagree m e n t with the quality of medical care provided to patients (Redman & Fry, 2000). There were identif i a b l e differe n c e s in the foc us of ethic al conflict arising from the different clinical spec ialty services in which studies were set, e.g. nephrology, rehabilitation, pedi atri c s (Redman & Fry, 2000). For example, pediatric nurse practiti oners described the most dominant ethical conflic t as child/p a r e n t / p r a c t ioner relationships, particularly in pursuit of protection of the chil d’s rights (Redman & Fry, 2000). In contrast, rehabilitation nurses experienced ethical co nflic t in relatio n to over and under-treatment of patients. The major them es identifi e d in the review were: harm/goo d of life-pro l onging aggressive t herapies; and inadequacy of resources for care (Redman & Fry, 2000). In their conclus ion, Redman and Fry (2000) point out that there was wide variation between pr ofessional, cor porate and societal definitions of adequacy of care. 39 One key Canadian study located by t he literature search, investigated ethical conf licts which practising clin ica l nurs es had with their employi n g organizations and professional associ ations (Gaudine & Thorne, 2000). The major themes of ethical conflic t revea led in this qualitative study were: safety and the quality of pat ien t care; the value of human resource s ; and ineffect i v e or inappr opriate actions (Gaudine & Thorne, 2000). This researc h reports that nur ses perceiv e d their employe r s as more interested in balancing thei r budgets than the welfare of patients (Gaudine & Thorne, 2000). The participant s in this study also descri b e d that nursing was not a valued human resource in the healt h care organization when compared with m edicine (Gaudine & Thorne, 2000). Other studies and literature revealed by the literat u r e search explore d challenges to nursing values, ethi ca l dilemm a s , moral proble m s and uncertainty in clinical nursing prac tice more generally (Gastmas, 1998; Nathanie l , 2006; Woods, 1997; Wurz bach 1999). Further research and literature has examined et hical activism, assertiveness, virtue ethics, and enactment of ethics in clinic al practice (Arries , 2005; Doane, Pauly, Brown and McPherson, 2004; Dodd, Jansson, Br own-Saltzman, Shirk & Wunch, 2004; Peter, Lerch Lunardi & Macfarlane, 2004; Varcoe, Doane, Pauly, Rodney, Storch, Mahoney, et al., 2000). Peter, Lerch Lunardi, and Macfarlane (2004) conducte d a review of 18 studies inv olving ethic al dilemmas and c onflict in nursing practice , whic h identified that nurses resisted in situatio n s where they experien c e d ethical conflicts in relation to the ac tions of other health professionals, however there were also instances wher e they did not. Where the nurse did not, it was reasoned as a pos sible result of internaliz ed oppressi o n (Peter et al., 2004) . Acts of nursing resistance such as challe n g i n g and confr onting decision-makers, were evidence of important ethical acti on and exercise of power, which contracts to passivity and silenc e (Peter et al., 2004). 40 In a grounded theory study of experi enced registered nurses in New Zealand, Woods (1997) explor ed ev eryday moral decision making in clinical practice. Findings from this study revealed the core variable of ‘maintaining a nursing ethic’ whic h is intrinsic and enduring throughout a nurse’s career (Woods, 1997). This nursing ethic arises form antecedent s such a moral development, upbringing and social experience which guide moral decision making (Woods, 1997). This researcher also concluded that context, alongs ide individual shared perceptions of moral events infl uen c e the degree to which nurs es will become inv olved in ethical situations (Woods, 1997). Nathaniel (2006) also undertook a grounded theory study in the US, exploring nurses’ struggles with mora lly troubli n g patient situati o n s . The substan t i v e grounde d theory of moral re ckoning arising from this study highlights that moral distress is a narro w concept that fails to explain the long-term and ongoing proces ses that nurses may exper ienc e from morally troubling patient care situat i o n s (Nathan i e l , 2006). In summary , the grounded theory of moral reckoning proposes that: After a novice period, the nurse experien c e s a stage of ease in whic h ther e is comfor t in the workplace and congrue nc e of interna l and externa l values . Unexpe cted ly, a situational bind occurs in which the nurse’s core beliefs come into irreconc i la b l e conflic t with externa l forces . This compels the nurse into the stage of resolut i o n , in whic h he or sh e either gives up or makes a stand. The nurse then moves into the stage of reflecti o n in whic h he or she lives with the cons equences and iter atively examines beliefs, values, and action s. The nurse tries to make sens e of experiences through remembering, telling the story and examining conflicts (Nathaniel, 2006, p. 419). The meaning of ethics and the enactment of ethical practice in nursing have also been explored through nursi ng research (Doane et al., 2004; Varcoe et al., 2004). The latter of these studies found that: 41 Being a moral agent and enacting moral agency involved working within a shifting moral context; working in-between their own identities and values and those of the organiza t i o ns in which they worked; and working in-betw ee n compet i n g values and interes t s . They describ ed a proc ess fraugh t with profes s io n a l strugg l e and deep perso na l st ruggle as they sought to sustain their identity as moral agents by doing what they saw as good while contextual forces cons trained their ability to choose and act in ways they deemed ethical (Varcoe et al., 2004, pg 319). In a survey of 175 nurses in t he United States, engagement in ethical activis m (trying to make hospita l s more receptive to nurses’ participation in ethics deliberations ) and ethical a ssertiveness (participation in ethics deliberation even when not formally inv ited) was found to be strongly influenc ed by existing organizational re cept ivity to nursing inv olv ement and ethics training (Dodd et al., 2004). The se researchers conclude that nurse leaders must ensure receptiv ity of clinical nurses’ ethical concerns, and that ethical adv oc acy is encouraged (Dodd et al., 2004). A recent approach to the res olution of moral dilemmas in nursing practice was offered by Arries ( 2005) who describes the applic ation of virtue ethic s in clinical nursing pr actice. Bas ed on Aristotelian though t , virtue ethics places emphasis on the character and dispos ition of the moral agent, in contrast to emphasis on duties, rules or principles approac h e s (Arries , 2005). The virtues applica b l e to the nurse as a moral agent include: reflection, empat hy, fair ness, honesty, dedication, responsibility, trustworthiness, integrity, discernment, compassion and conscien t i o u s n e s s (Arries, 2005). Armed with these virtuous characteristics, the nurse as a moral agent is able to provide a more holistic analysis of moral dilem m as in nursing , which in turn facilit a t e flexible and creative solutions to an array of ethical conundrums in nursing (Arries, 2005). 42 Literature arising from the sear ch that concer ned nurse managers, including exec utive, mid-level and clinical nurse manager s, was particularly limited and mainly opini on in nature. For nursing executives, failure to provide services of the highest quality due to economic constraints determined by the organiza tion, was the most consistently identified and import ant ethical issue identified in a sur vey conduc ted by Cooper, Frank, Gouty and Hans en (2002). Whilst no particular solution to this dilemma was proffered by these authors, they nonetheles s stress that education and prepar ation of those dealing wit h ethical dilemmas in the health care organization is a central concern (Cooper et al., 2002). In contrast, Shirey (2005) identifies numerous strategies that nursing leaders (infers all nurses in leadershi p roles) may pursue to promote an ethical climate for nursing practice that ensures congruen c e between caring nur sing and caring organization al missions. For example, one strategy proposed is engagement and reflection by the nursing leadership team as to how an organization’s mission interfaces with nursing (Shirey , 2005). Another strat egy suggested is the establis hment of a leadership training program in ethics, with em phas is on ethical decision making from the perspecti ve of the organizations caring mission (Shirey, 2005). In Shirey’s opinion nursing leaders must undertake these strategies to ens ure the fostering of employee morale, organizational commit m ent, engaged nurses and their retent i o n in the workforce (2005). Dissatis f a c t i o n with their nurs e managers and percept ions of abandonment of basic nursing va lues by nurse managers was a perspective of practising clinic al nurses identified in the literature (Kellen, Oberle, Girard & Falkenb erg, 2004; Gaudine & Thorne, 2000). Whether these perceptions are a re flection of an actual change of the nurse manage r s value system , or mi sunder s t a n d i n g of how the nurse managers values are being lived is an area of debate, since the nurse 43 manager may be charged wit h fiscal stewardship and for ensuring public health care dollars are utiliz ed to the best advan tage, along side their core professional val ues (Kellen , et al., 2004). Identification and analys i s of values confli c t for nurse managers was undertaken in a sur vey of 75 Israeli nurse managers (Hendel & Steinman, 2002). This research proj ect explored three differen t value sets applicable to nurse managers in a changing health care environment: personal, professional a nd organizational values. One of the core findings from this study is that personal values (e.g., power, wealth and respect) and professional values (e.g. patient centere d care) rated much higher than organizational values (e.g., competi t i o n , risk- taking and status) (Hendel & St einma n , 2002). Arguabl y these organizational values are private se ctor for profit based values as opposed to public sector not for profit values. Nonetheles s and according to these researchers, education efforts are paramount to ensuring that nurse managers int erna lize organizational valu es (Hendel & Steinman, 2002). Foundational study Gaudine and Beaton (2002) undertook a qualitativ e descrip t i v e st udy of nurse managers’ ethical conflict and values differe n c e s with the ir health care organization and pr ofessional ass ociati ons (Gaudine & Beaton, 2000). Interviews were conducted with 15 nurse managers utiliz ing a semi-structured interview guide which ask e d for descriptions of ethical conflict with their health care organiza t i o n and professional associa t i o n s , factors that eased or worse ned ethical conflict and the personal outcomes of ethic al c onflict. Even though they sought descriptions concerning ethic al conf lic t with both the nurse manager s ’ health car e organiz a tions and professi onal assoc iations, their report does not explic itly set out nor compare findings from both these relation s h i p s . Indeed this research ing duo mostly found that their 44 participants had no et hical conflicts wit h their professional assoc i ations (Gaudine & Beaton, 2002). The findings from Gaudine and Beat on’s research, establish four themes of ethical conf lict between nurse managers and their health care organizations. The theme of voicelessness was related to lack of collaboration, invisibi lity, hiring nurse managers who would ‘toe the party line’, and exc l usion from dec is ion making in the hea lth care organization (Gaudine & B eaton, 2002). The theme of where to spend the money , reflected differences in the mi ssion and values of the health care organization and the nurse manager, exemplified by budget cuts in staff develo p m e n t (Gaudi n e & B eaton, 2002). The theme of the rights of the individual versus the needs of the organization , concerned the valuing of indiv idual rights, and the feeling of being caught between divergent needs (G audine & Beaton, 2002). Unjust practices on the part of senior administration and/or the organization represent descriptions such as unfair promot ions and terminations, unfair workloads, and the organizatio n failin g to act even when aware of a problem (Gaudine & Beaton, 2002). Factors that eased or mitigated et hical conflict are summarized as support, problem-solving and growth, and refocusing (Gaudine & Beaton, 2002). Support was received by other nurse managers , hospital administ r a t o r s , ethics committe e s , st aff nurses, family and the public (Gaudine & Beaton, 2002). Problem solving and growth was summarized as occurring with those who had provided support. Refocusing described the experience of hope, focusing on personal goals and high qualit y care, and on positiv es to arise from the conflict (Gaudine & Beaton, 2002). Factors that worsened the experience of ethical conflict were significant and are summarized by the res earchers under four headings: fallout 45 from decisions the nurse manager did not agree with, inability to resolve ethical conflict, situational factors and factors relating to the nurse manager (Gaudine & Beaton, 2002). Fallout was related for exam ple, to poor or unsafe patient care and increas e d complai n t s about nursing care. Inability to resolve ethical conflict concerned an inab ility to speak out or act and to make the needs of nursing understood (Gaudine & Beaton, 2002). Situational factors included fear of escalation if the nurse manager spoke out, poor communicati on because of the organizat ion’s size and the opinions of physicians mo re valued than those of nurses. Factors relating to the nurse manager concerned needing mentors, uncertainty about wha t is right, and i nab ility to inform their nursin g staff of efforts to resolve issues of concern to them (Gaudine & Beaton, 2002). The outcomes of ethical conflicts for nurse managers personally wer e identif i e d as: negative feelings, turnover, and learning to remain silent (Gaudine & Beaton, 2002). Negative feelings included frustrat i o n , anger, fear, stress, burnout , lonelin e s s , demoralization, powerlessnes s and lack of fulfill m e n t . Turnover was reflect e d in loss from the profess i o n and position. Learning to remain silent is as it suggests, an oppressive and detrimental outcome for the nur se manager and the health care organiza t i o n . In summary , the researc h e r s comment that the theme of voicelessness had disturbing implic ations for hospi ta l s wishing to attract and retain excellent nurses in m anagement and bed-side ro les, since, being voiceless, goes against nursing val ues of collaborat ion and inc l usion (Gaudine & Beaton, 2002). Dis tress, frustration and wanting to resign as a common outcome with their partici pants similarly raises concerns regarding stability and re cruitment of the nurse manager wor k force (Gaudine & Beaton, 2002). 46 The values identified and at issue in Gaudine and Beaton’ s (2002) study are summarized as: [P]roviding quality care, or doing what is best for each client, family or staff member , and the fair treatmen t of nurse s and nurse manage r s in the work place . These values reflect the ethical principl es of beneficen ce and non-malifecen ce – or the moral imperatives to do good to others and to not caus e harm to others ... and justic e . The nurse mangers describe d their hospita l ’ s values, in contras t , as balancin g their budgets and protec ti n g their legal pos ition (Gaudine & Beaton, 2002, p. 29). The researchers conclude that if qua lity nur sing care is to be provided hospitals and nurse managers need to understand each others values and perspectives (Gaudine & Beat on, 2002). To do so, these research e r s advocate for workshop s whic h bring nurse managers, direct care nurses, administrators and boar d members together in order to share pers pectives and to com bi ne with organizational reform that ensures decision mak i ng process es are more visible and structured in a way that allows all parties a vo ice and respect (Gaudine & Beaton, 2002). 2.7 LITERATURE REVIEW SUMMARY AND RATIONALE FOR STUDY Underpinned by a marked political ideological shift from egalitar ianism to neoliber alism, the first part of this review has outline d the context and processes of rapid a nd broad economic and polit ic al reform in New Zealand from 1980 to 1999. Transcend ing public policy and structure, neoliberalis m has in it s wake transformed social policie s and structures to fundamentally alter the organizations, objectives, processes and values of New Zealand’s health care system. Manifestations of neoliberalis m in the institutional context, public management theories applied in New Zeal and’s public institutions, such 47 as agency, public choice and new pub lic management , along with their politic al and economic objectives and activiti e s , spawned repeated restruct u r i n g of the health sector in New Zealan d between 1984 and 2001. New public management theory or managerialism in the healt h sector, both in New Zealand and other countries, has had and continues to have a marked impact on health care organizations . Derived from the entrepreneurial context of the privat e sector , managerialism focuses on outputs, effectiveness, efficiency, social responsibility and fiscal prudence in the utiliz ation of public health resources. Managerialism in the health sector has not however been without signific ant criticism. As the largest and most visible pr ofession in health care, nursing has been greatly affecte d by reform and managerialism. Profe ssiona l nursing in New Zealand as elsewhe r e in the globe has been restructured several times in the last two decades with a number of conseque n c e s . Nursing leadersh i p structur es at all lev els of healt h care organizations have been weak ened, and at times completely abolished, resulting in a threatened and vulner a b l e profess i o n . The quality of nursing care has been eroded and patient s have suffered the affects to their health by way of poor healt h care outcomes. Nurses have been personally affected by reform, includi ng ill health, injury and burnout, to such an extent that there is now a global nursing shortage. Nurses who remain in health care service, and those yet to come, practic e in a context fraught with tensi on between the values of their profession and the values of the health care organization charged with fiscal accountability and stewardship for health resource utiliz ation. It is a context that renders nurses and in particular nurse managers, vulnerable to ethical conf licts as they strive to provide the care they and their profession believ es is right and necessary for their patients. Ethical conflict arises from values differences or clashes between the health prof essional and health care organiza t i o n , and may have a 48 number of implications for both pa tients and nurses. Whilst patients may experience increased discomfort or suffering as a consequence of poor care, impacts on the health professional include resignation, burn out and loss fr om the profession pr imarily as a consequence of suffering moral distress. A review of the lit erature on ethical conflict in the nursing revealed both empiric al and theoreti cal ins ights that primarily focused on the experience of ethical conflic t and moral distres s for clinica l practising nurses. One study was loc ated which explored ethical conflicts which clinic al practisi ng nurses have wit h their employing organizations, and only one study to address the concept and experience of nurse managers’ ethica l conflicts with their health care organiza t i o n s . The study by Gaudine and Beaton (2002) revealed that nurse managers’ experienc e ethical conf lict as one that renders them voicele s s in their attempt s to determine how best to meet the competing needs of indivi dual pat ients and the hea lth care organiz ation. It was also an experience that may result in unjust practices on the part of the health care organizat ion such as unfair workloa d s and terminations (Gaudine & Beaton, 2002) . Factors that mitigate d this experie n c e for the nurse manager include support fr om other nurse manager s , hospita l ethics commi ttees and the nurse managers’ families. Factors which made the exper ie nc e of ethical conflict for nurse managers worse inc l ude fallout from unsafe nursing care, and an inab ility to resolve sit uations. The out come s of ethical conflict revealed by this study included negative feelings, turnover and being silenced. Key values at issue and identified in this research concerned the quality of patient care and fair tr eatment of nur sing staff. Rationale for the present study Contemporary emphasis in the management of health services toward efficiency and effectiveness in public healt h resource utilizatio n situates 49 nurse managers in an inevit able context of values tension. This context creates risk of the experience and negative consequences of ethical conflict for nurse managers, patient s , nursing staff and health care organizations. This chapter has rev ealed that whilst the concept and problem of ethical conf lict is underst o o d , it has not been well resear ched from the perspective of nurse manager s ; with only one qualitat i v e study found in the literature s earch that particularl y addresses the phenomena from this view point (Gaudine & Beaton, 2002). When little is known of a parti cular phenomena and experience, qualitative descriptive studi es ass ist in defining and conceptualiz in g that experience, as well as describing di mensions and variations of that experience (Polit & Tatano Beck, 2006). Replication studies in the quantitative research paradigm are of central importan c e for the verification or refutation of results or finding s of some prior study (Ellis, 1994; Page & Meyer, 2000; Polit & Ta tano Beck, 2006; Bryman & Bell, 2003). Replication als o under sc o r e s the desire to check on cultura l or ideo logic al bias on the part of the researcher (Ellis, 1994) as well as providing the substance for systemat ic and meta-analysis (Eden, 2002). Whilst the usefulnes s of replication st udies in qualitative research is almost ignored by the literature, per haps on the basis of subjectivity in findings and severe limitations of generaliz ability of findings, this study is concer ned with knowing and und erstanding more about real experiences others have encount ered, and others have researched, but clearly to a very limited degree. Indeed Gaudine and Beaton adv ise that “...future research could exam ine ethical conflict as experienced by nurse managers wor king in other setting s ” (2002, p.32). At the very least, there will be broad points of contras t and compari s o n between the findings of the two studies from which refinement of concepts may proceed. It may also, from the perspec tive of triangulation in research, be usefully considered a second s ource of informa n t s from whic h 50 conclus ions may be drawn regar ding the knowledge and findings generated (Bryman & Bell, 2003; Polit & Tat ano Beck, 2006). The research presented in this report is thus aimed at building on and enhanc ing knowledge of the experi ence of nurse manager’s ethical conflict with their health care organizations , in a New Zealand context. As previously noted by Gaudine and Bea t on (2002) knowledge and understanding of t he phenomenon is essential to resolution of ethical conflict s and mitigati n g its negative cons equences. In contrast to the foundation study, this research did not seek to describe the experience of ethica l confli c t that nurse m anagers’ had with their professional associations, since the participant s in this earlier study, mostly experienced no ethical conflict wit h their professional assoc i ations (Gaudine & Beaton, 2002). 51 CHAPTER 3 – METHOD The purpose of this research is to build and enhanc e knowledge and understanding of the exper ience of nurse managers’ et hical conflict with their health care organiza t i o n s . In order to achieve this purpos e, this study seek s rich desc r iptions, them es and patterns of the experience, and to do so by replicating the qual itative descriptive approach of the study by Gaudine and Beaton (2002). Consistent with these research purposes, this chapter presents the methodological underpinnings, participant recruitment and selection, data collectio n and analysis for the study. It also sets out important ethical procedures and consider ations, as well as an outline of the estab lis hment of research rigour for the study. Some brief critici s m s are made of the methods used in the foundation study, and as a consequenc e the adapted methods for analyz ing qualitative descriptive data for the current study are set out. 3.1 METHODOLOGICAL UNDERPINNINGS This study followed the qualitat ive descrip t i v e approac h to res earc h utilize d by Gaudine and Beaton (2002) . Qualitative research seeks to contribute to “...a better understanding of social realities and to draw attention to processes, meaning patte rns and structural features” (Flick, von Cardoff & Steinke, 2004, p.3). De scriptive research “...sets out to describe a phenomenon or event as it exists without manipulation or control of any element involved in the phenomenon or event under study” (Page & Mey er, 2000, p.22). Description draws upon the ordinary vocabulary of people to c onvey ideas about things, people and places, inc l uding what is, or was going on, as well as what people are involv ed in, and or do (Strauss & Corbin, 1998). It has been noted that some qualitative research reports do not identify a specific research tradition suc h as ethnography, phenomenolo gy or 52 ethnology within whic h the study is located (Polit & Tatano Beck, 2006; Thomas, 2003, 2006) . Gaudine and Beat on (2002) likewise, do not situate their study wit hin a particula r research traditio n . Instead, they refer only briefly to the use of selected aspects of grounded theory methods in both their data collection and analys is, emphasizing that “...events and feelings are best described by the person who has experie n c e d them” (Gaudin e & Beaton, 2002, p.19). Three key criticisms of the foundation study methods and report are noted here. Firstly, the publis hed repor t of Gaudine and Beaton’s (2002) study provide s limited rationa l e fo r the influence and methods of grounded theory. Secondly, experts and proponents of grounded theory may consider the tacit inference to the methodology and methods in the report, a slur on the strengths and va lue of the grounded theory. Finally, the emphasis on thematic findings in Gaudine and Beaton’s (2002) study and report is incons is t e n t with grounded theory methods and presentation of findings. Consequently, this study has applie d a general induc t ive approach to qualita t i v e data analysi s (Thomas , 2003, 2006). This approac h to qualitative data analy sis provides a convenient and les s complex means of condens ing large amounts of raw data for many research purposes where ther e is no u nderpin n i n g research tradition (Thomas, 2003; 2006). This method enables the establ ishment of clear links between research objectives and findings derived from raw data with focus on presentation and desc r iption of the most import a n t categories (Thomas, 2006). Whilst most similar to grounded theory methods, the general inductive method does not explicitly separate the coding process into open and axial coding (Thomas, 2006). The key steps and processes of the general inductive approach are: close reading of the text and immersion in the data; coding of transcripts for recurring topics, processe s , substanc e and themes; creation and sorting of codes into clusters and categories; revis ion, integr a t i o n and refine m e n t of 53 categories; and relating categories and themes to one another (Thomas , 2003, 2006). Fi ndings from data analysis using this method are inev itably shaped by the ex perie n c e s and ass umpt i o n s of the researcher, and decis ions regarding what are more or less important in the data (Thomas, 2006). 3.2 PARTICIPANT RECRUITMENT AND SELECTION Gaudine and Beaton utilize d a conv enie nce sample of 15 nurse managers in an eastern Canadian prov ince to inform their study (Gaudine & Beaton, 2002). In contrast the current research utilized a mixture of convenienc e and purposive sam pling, with a resultant eight nurse managers recruited. Whilst convenience sampling involves the selection of the most readily av ailable persons, purposive sampling involv es selection bas ed on judgment on who will be most informative (Polit & Tatano Beck, 2006). Two key methods were utiliz ed to re cruit partici p a n t s . In the first instance, recruitment involv ed pr of essional networking, which inv olved advertising the resear ch by way of an electronic notice on the website of the College of Nurs es Aotearoa. Prospec t i v e particip a n t s responde d directly to the researcher via this method. The second method utiliz ed invitations to participat e in the res ear ch that were distributed by mail-out with the assistance of the Nursing Council of New Zealand. Around 75 registered nurses across several regi ons whose job classification was nursing management or admin istration were sent research invitations, directly from the Nursing Council of New Zealand, ensuring that the process maintained the priv acy of the poss ib l e recrui t s . Again, participants responded directly to the researcher. A copy of the invitations distributed via these methods and two different nursing organizations are set out in Appendices I and II. 54 The uptake and response to the invitations was particularly slow. Over an eight month period (including net work advertising, and invitation mail-outs), only 11 responses were re ceived by the researcher. Thus, three respondents were not rec r uited or selected because they did not fit the selection criteria, or they chose not to parti cipate in the study at a later stage. Despite the much lesser num ber of recruits from that of the foundation study, the interviews and subsequent transcripts rendered an extremely large and rich data source that proved ample for the study’s purpose. Each respondent to invitations was sent a copy of the research information sheet (Appendix III). At times, respon d e n t s automa t i c a l l y followed up with a tentat ive agreement to participat e in the research, at other times the research e r foll owed up by phone ca ll or email to determine what their decision was in regard to participation. These potential participants were provi ded with an opportunity for more detailed elaboration and di scus s ion of the study with the researcher prior to seeking their written informe d consent . When the respond e n t s had made the decis ion to partici p a t e in the study, they were ask ed to complete a written consent form (Appendix IV). In their publishe d report, Gaudi ne and Beaton (2002) have not made explic it their criterion fo r selection of participants, other than noting that selecti o n of partici p a n t s was bas ed on convenience. In the present study, the criteria for se lecti o n were three fold: • Current registration with the Nursing Counc il of New Zealand • Current practising certificate issued by the Nursing Council of New Zea la nd • At least one year of experie nc e as a nursing manager in a primary, secondary or tertiary health care organization in the last five years within the Ne w Zealand health sector 55 The term and professional title ‘Nurs e Manager’ was not central to a participant’s selection into the res earch. Indeed many of the participants did not actually have the prof essional title ‘Nurse Manager’. The particip a n t s and the research e r approac hed the term functionally, rather than specifically. By func tional applic ation is meant that the participants all had professional responsibilitie s that involved the management of nursing services and practices. Any im plic ations of the functional use of the term Nurse Manager have been noted in the final chapter of this repor t . 3.3 DATA COLLECTION Two methods of data collection were ut ilize d in this study; a biogr aph i c a l data collecti o n form and semi-str uctured audiotaped personal intervie w s . It is evident from Gaudi n e and Beaton s ’ (2002) report that data was collected from their participants regarding age, gender, professional experience, qualifications, and areas of nursing practice and charact e r i s t i c s of their health care organizations. They do not however, identify how this infor m ati on was collected. For the purposes of the present study, a biographical data collectio n form was distributed to participants who had consented to the study (Appendix V). The purpose was to elic it a broad understanding of the participants biographic al and prof essional characteri stics. The findings from a very general analysis of the information provided by participants on these forms are summarized and set out here. At the time of their interviews, all the particip a n t s in this study were practising as nurse managers, across fi ve differ e n t Distri c t Health Board regions in New Zealand, and seven di fferent employing health care organizations. Three of the partici p a n t s were prac ticing in the pr imary health sector, whilst the other five were employed in the secondary health sector. Two of the partici pants were engaged as clinical nurse 56 m a n a g e r s , two in profess i o n a l nu rsing dev elopment management, one in operatio n s manageme n t, and three in senior nursing adminis t r a t i o n positions in their health care or ganizations . The participant’s specialty areas of nursing practic e , includi n g that of past nurs ing manag em e n t roles, were: eldercar e, primary heal th, emergency, cardiac, general medical and surgical, and mental health. Two of the participants in this study were over 50 years of age, with the remaining six aged between 41-50 year s. All but one of the par ticipants was female. The mean number of years experien c e as a nurse manager was 8 years and one month. The total number of nursing management positions each participant had held varied significantly from one to nine pos itions. One of the participants had a tertiary education bas ed qualification of Registered Comprehensive Nur se, whilst all others commenced their professional lives as Registered General and Obst etric Nurses from hospital based educat ion. All bu t two participants had completed post registration qualifications inc ludin g bachelor ’ s degrees, certific a t e s or diplomas in nursing, health science, or business. At least two of the participants held masters degrees. Th ree of the participants were engaged in tertiary study towards dipl oma or masters le vel qualific ations at the time of their interviews. Interviews are the most common se lf-rep o r t in g method of gatherin g data in qualitative research (Polit & Tatano Beck, 2006). Semi-structured interviews are “...used when researc hers have a list of topics of broad questions that must be addressed in an interview” (Polit & Tatano Beck, 2006, p. 291). The interview schedule (list of pre-determined questions to be ans wered) ensures a measure of consistency in par t icipant interviews as well as a measure of focus in the ensuing dialogu e (Bryman & Bell, 2003). However , this inter view method als o pr ovides signific ant leeway in how the partici p a n t s reply and indeed how the researcher may clarify, probe or ex plore particular or general responses (Bryman & Bell, 2003). The interview guide utilized in this st udy is 57 exactly the same as that utiliz ed by Gaudin e and Beat on (2002) and is present e d in Appendi x VI. The interviews were conducted in locations of convenience to the participant where priv acy was able to be carefully maintaine d. Prior to commencing the interview, some time was spent ensuring the participants comfort and confidence in the process. It was also an important opportunity to review the purpose of the research, the participants understanding of the proce ss and to check through consent forms. The interviews in this study varied significantly in length from 45- 120 minut es, dependant on the length of participants’ responses to questions, and the number of examples t hat they were able to provide. All intervie ws bega n by askin g par ticipants to describe any ethical conflict they have or have had with their health care organiz ations. Ethical conflict was defined in the interview schedule and again at the start of the interview as any situation where the nurse manager’s values differed from those of the or ganization and the nurse manager experienced conflict as a result (Gaudine & Beaton, 2002). Particip a n t s were then asked to describe fact ors that eased and worsened the ethical conflict they had described. The final question posed concerned the description of outcomes of the ethical conflict. Whilst Gaudine and Beaton (2002) focused this on personal out comes, in the present study this quest ion was posed to incl ude personal, professional or organizational outcomes. The purpose in doing so was to identify a fuller range of pos sible inter action consequences and outcomes between the nurse manager and the health care organiz ation. The audiot aped interviews were transcr ibed verbatim by the researcher as soon as practicable following their conduct . The transcr i p t s were carefully checked for possible identifiers (such as nam es or places) that were deleted or replaced with terms that ensured anonymity of the 58 participant. Each transcript was then s ent to the participant for review. This practical procedure enabled t he participants to ensure that the transcripts accurately reflected thei r dialogu e and meaning s , as well as providin g an opportun i t y for them to ensure that their anonymit y was maintain e d in the transcri p t s . 3.4 DATA ANALYSIS Gaudine and Beaton (2002) utilized the follo wing techniqu es in the analys is of data for their study: • First-level coding – review of transcripts according to the areas covered by the interview guide • Second-lev el coding – identific ation of themes and categories • Exploration of the data for patterns • Step-wise replicat i o n where each researcher separately analyzed data then cross check ed their emergent categories, themes and interpretation In comparison there are several poi nts of difference in data analysis between this project and the foundation study. Firstl y , this projec t involv ed only one rather than two resear chers as was the case in Gaudine and Beaton’ s (2002) st udy, and it was theref ore not pos sible to use step-wis e replicat i o n . Secondly, the int erview schedule was not engaged in data analysis until refinement, comparison and relating categori e s , and the presenta t i o n of findings. Finally, and has already been ment ioned, a general inductiv e approach for qualitat i v e data analys is has been ut iliz ed to guide the steps and processes of data analys is. Alongside the general in ductive approach to qualit ativ e data analysis, research supervis i o n provided important guidance throughout the 59 analytic pr ocess. The steps and proces ses in dat a analys is for this study are as follows: • The first step of data analys is involved a pr ocess of immersion in the data through listening to eac h interview recording several times then reading and rereading of transcripts in order to become completely familiar wit h them, as well as gaining an understandin g of recurring events, topi cs, themes and processe s . • The second step inv olved coding of transcripts for recurring events, topics, themes and proc esses. This cod ing process resulted in over 500 codes that were transcri b e d (cut and pasted electronically) onto separate cards with identi f i e r s (e.g. A/6/18 – participant/page/code number) used to link the code to the exac t source of text from which the code was derived. • The third step involv ed sorting the code s into 20 different clusters or categories , by way of comparing and cont rasting the codes and their related transcript. The clust ers were then labeled, with key dimensions a nd properties memoed. • In the fourth step, the categor ies were also then compared and contrasted and as a consequence a ll but two of the categories were integrated. This integrat i o n of categor i e s was based on consideration of the purposes of the research as well as the different questions in the interview schedul e . This proc ess resulte d in the emergence of 6 key conc ept ual categories. The integration into conceptual categories inv olv ed moving, or conceptualizing up from, and abstracting the clusters into a larger and cohesiv e conceptual whole. • Once these concept ual catego ries had emerged, they were labeled, with dimens ions, them es and relations hips to other categories memoed. 60 Two types of memos were used to support and progress data analysis. The first type, coding memos, were primarily concerne d with iden tifying the dimens ions and themes of cat egories. The second type of memo concerned the research and analytic process as a whole. These memos, which wer e kept in a resear cher diary , facilitate d the identification of ideas and hunches r egarding what the participants were experienc ing as well as identifyi ng relationships and patterns between codes and categori e s . Memos were thus an important part of remembering and understanding why and how codes and cate gori e s developed and play ed a si gnificant role in moving and abstracting up from the data. These memos also hel ped to check on researcher biases during the analytic process. 3.5 ESTABLISHING RESEARCH RIGOUR The framework for this brief discussi on on the establis hment of research rigour is that proposed by Lincoln and Guba (1989). The criteria of this framework address credibility , dependability confirmabilit y and transferability in the research process. Credib ility or confiden ce in the trut h of the data and interpretations has been addressed by two methods; prolonged engagement and member checking. This study has not been undertaken quickly , and indeed the collection of data as previously noted, occurred over an eight month period. The analys is of data was al so a lengthy process with several phases which built on eac h other in terms of t he robus tness and clarity of analytic technique. Participants we re asked to check their intervie w transcripts once transcription was complet ed, and thus provided the opportunity for feedback at this time. This process ensured that the participant was able to reflect on the questions asked and answers given during their interviews, and any misinter p r e t a t i o n whether by the researcher or the participant, was abl e to be identified and rectified. A 61 second member checking process was engaged which asked two of the participants to review analytic fi ndings. In both member checking processes the participants’ feedba c k was in agreem e n t with the transcripts and data analysis presented. Depen dability and confirmability of t he research has been address ed by ensuring that all materials arising from the study hav e and will continue to be available to the research super visors and assess ors at completion of the study. Dependability and confirmability have als o been supported by way of the processes of research supervision. The criterion of transferability refe rs to the “...extent to which the findings from the data c an be transferred to other settings or groups and is thus similar to the concept of generaliz ability” (Polit & Tatano Beck, 2006, p336). In the pres ent study, transferability has been promoted by ensuring concise and accurate det ail of partici p a n t samplin g and selection as well as concise and accurate description of the data analys is process. 3.6 ETHICAL CONSIDERATIONS AND ACTIVITIES Prior to undertaking the researc h a human ethics app lication was made including the submis sion of all per tinent documentation to the Massey University Human Ethics Com m itt ee in March 2006. This process required that the res earcher be cognizant and compliant with the Code of Ethical Conduct for Research, Teaching and Evaluations Involvin g Human Participants (Massey University, 2005). Approval for the study was receiv ed in May 2006 from the Massey Universit y Human Ethics Committee: Southern A, Application 06/17. Two other important ethical matters were considered and addres sed in the ethics approval and research conduct process ; the possibl e 62 psychological effects that reliving the ethical conflic t experience may have on the participant, and the possibi lity that the dial ogue revealed incidents with possible legal implicat ions . Both of these matters were raised and address e d with the partici pants in the information sheet. Sensitiv ity to any display of dist ress or anguish during intervie w was acknowledged and responded to appropriat ely. None of the participants demonstrated the need for or requested further psychological counseling. No dialogue raised legal concer n; had this occurred it would have been addressed consistent with the procedures set out in the study informat i o n sheet. 63 CHAPTER 4 - DATA ANALYSIS The object ive of this chapter is to present the findings from data analys is. This is achieved through presentation and discussion of a framework of key conceptual cat egor ies, their dimensions and themes and relationships to one another, al ong with select ions of int erview transcript. The six key conceptual ca tegories of the framework are: The Health Care Organization, Nursing Management Advocacy, Isolation, Support, the Bottom Line, and Being and Becoming Nursing Leaders . The presentation and discussion of the first conceptual category, The Health Care Organization does not include transcrip t excerpts , since the majority of the data it represents were one or two words, and to an extent are identifiable in the remai nder of the presentat ion. The chapter concludes with a brief summary of the data analysis. Presentation of findings in this chapter is also supported by the diagrammatic representation of the fram ework offered in Figure 1. Each of the key conceptual categories ar ising from data anal ys is is found within the diagram, which includes the dimensions and themes inherent in each cat egory. The Health Care Organization is conc eptualiz ed in the diagram as a broken line that depi cts the openness of the health care organization to its health system env iro n m e n t and aspect s of that environment such as other health or ganizat ions, other people in health care organizations, health policy and br oader health system processes. The large arrows in the diagr am, demonstrate direction and relation s h i p s between categori e s . For example, the experienc e of Nursing Management Advocacy is influenc ed by both the experiences of Isolation and Support and the conceptual categor y and exper ience of the Bottom Line is a result of all three of these other categories in the framewo r k . Experienc e of the Bottom Line leads to Being and Becoming Nursing Leaders. 64 4.1 THE HEALTH CARE ORGANIZATION The analys is of data reveale d that t he health care organization was not merely an employer, or inv olvi ng exec utive management - although these two entities and descriptions were evident. Rather, the health care organization was people, positions, structures, systems, processes and culture. Moreover these dimensi ons and experienc es crossed the boundaries of individual health care or ganizations to other healt h care organizations, into the community and its representatives, and in relatio n to Governm e n t , particu lar policy and funding systems and processes. The experie n c e of ethical conflic t also occ urred with particular people, such as immediate managers, se rvice managers or general managers (most non-clin i c a l ) and at other time s executive managers such as Chief Executive and Chief Operating Office rs. The health care organization was also revealed as other nur ses and nurse managers, including professional nursing l eaders and Directors of Nursing. At times the health care organiz ation was medical or clinical directors. Most frequently the health care organiz ation was referred to as managers or general managers or the structure of managers, at times phrased merely as “they”. One of the more distinctive structures of the healt h care organization was governance bas ed, including District Health Boards (DHB’s), and primary health organiza t i o n s (PHO’s) Boards. The health care organization was also portrayed by participants as a culture, including: a cult ure of bully ing, the cult ure of medicine, and the culture of primary and se condary health services. Lastly and particularly a result of having part icipants who pr acticed in primary health care, the health care organization was des cribed as a business or firm concern e d with financial sustainability. 65 Conceptual Category The Bottom Line Dimension Links values clash, conflict and outcomes Themes Challenge and Confrontation The Nurse Managers Bottom-Line The Health Care Organizations Bottom-Line Conceptual Category Nursing Management Advocacy Dimensions Duality and Fusion of Values Themes Advocacy Valuing professional nursing Quality nursing practice Quality patient care Valuing teams Safety Conceptual Category Being and Becoming Nursing Leaders Dimension Transformation Themes Reflection Learning Growth Motivation Counting the Costs Conceptual Category Isolation Dimensions The experience of ethical conflict and the nurse managers role Themes Silencing Isolation Barriers Invisibility Conceptual Category Support Dimensions The experience of ethical conflict and the nurse managers role Themes Perso nal Professional Organizational Figure 1. Framework of analytic findings: conceptual categories, themes, dimensions & relationships. The health care organization was al so des cribed and experienced as a complex weave of systems and proc esses. Examples of this less tangible and less personal dimension of the health care organiza t i o n include : human resourc e , perform ance mana gement, f unding, planning, decision-making and risk managem ent systems and processes. Descriptions also included nursing educ ation and professional nursing development systems and processe s within and between dif f erent health care organiz a t i o n s . 4.2 NURSING MANAGEMENT ADVOCACY 66 The key conceptual category of Nursing Management Advocacy is central to the many and varied descr ip t i o n s that parti cipants shared in their interv i e w s , when asked to de scri b e their experi e n c e s of ethica l conflict wit h their health care organizations. Nursing Management Advocacy has the im portant dimensi on of both duality and fusion of nursing and management values in the participants’ descriptions, whic h did not nec essarily repr esent polemic values stances between the nurse manager and the health care organization. Rather, that at times the descriptions also portrayed the nurse manager experiencing a fus ion of nursing and management va lues in their perspec t i v e s , roles and activities. For example the participants experienced ethical conflict when the organiz ation did not live up to t heir stated and agr eed upon values. Describing this experience as ‘c ognitive dissonance’, one of the participants portrayed the ways in whic h they had encountered managers who did not demonstrate empathy or compassion for their staff: I think that cognitive dissonance comes up hugely for me as well as the organization...I guess there is, the dissonance for me is when management, some managers, have, they espouse the nice words, they talk about it, they use the latest lingo, but they don’t walk the talk. Okay, so they don’t, they don’t then act on it, they are last minute and reactive in their own style. They don’t really demonstrate empathy and compassion for the people they are working with, so people loose trust and respect, because they can’t see the process. They know what is required and it’s even covered in our collective agreement for nurses, this is how we will manage change, and its like a breech of all of that.(H/5/14&16). The fusion of values in descriptions was also evident when participants recognized the broad er objectives, pr ioritie s and resp onsib ilities of the health car e organiz a tion. For exam ple, Participant H expres sed an awareness of the different demands influencing general managers and their actions, by describing: 67 So I think, generally the people directly above me have been going in a line with me, but they often get pushed off the line. Then they have always explained to me why they have changed direction. I think the level above is just not aware of where the line is. (H/12/28). In the following discussion, the par ticipant demonstrates a sympathetic understanding of the issues and val ues inherent in managing health care organizations in the primary care sector and their ability to function financially: I think the fact that its always been a private business, its really difficult, and I have to say I have some sympathy for GP’s, they’re running a business at the end of the day. They are not running a charity, and to have the government come along and say actually no we’re not going to let you do that is a bit hard for them too. And I can see the down side of that, if I were running a business I would get pretty hacked off with them if they told me I couldn’t charge more if I though my time was worth it. But at the same time you can’t have your cake and eat it. You can’t get money from the government and charge the patient. So you have to meet somewhere in the middle. (B/16/42). The theme of advocacy involved feeli ng, observing and identifying, then communicating or wor king with the health care organization regarding problems, issues, dilemmas, bug- bear s, and circumstances that challenged their values. For example, advocacy involv ed activities such as, raising issues, asking ques tions, lobbying, influencing, reporting problems, escalating, speaking out, sending emails, confronting, challenging, pushing for, writing memos and fighting for what they believed was the right thing for the health care organization t o do, or concerning what they believed wa s wrong. Advocacy is clearly yet differently expressed in each of the following three trans c r i p t extra c t s . In the first example Participant D dem onstrates the way in whic h they utilize d their nursing manageme nt posit ion to advocate for chan ge and 68 improvement in the nursing service. The second example involves a manager practising in primary health care, and is a very general but importan t statemen t of nursing values. The third example concerned the participant’s involvem ent in restructur ing of a clinic al service where beds numbers were being reduced. Where I can improve things or have the potential to improve things ...for professional peers, and the patients themselves, and I am lucky enough to be in a position where I can work towards speaking out or improving the processes that are currently in our organization which are causing their conflict. (D10/26). I think, being an advocate for the patient. I think that that is what nursing is all about, and I think when you stray away from that and become employed by GP’s or anybody else, you can loose sight of the fact that that is what you are actually there for. In fact we had a panel of nurses talking to nursing students recently, and we were talking about getting political and being strong, being knowledgeable about what is happening in nursing. One of the nurses pointed out that if you are a strong advocate for the patient you can actually be a strong advocate in other areas, and you can actually be strong politically, so I think it all starts with being a really strong advocate. (B/14/36-37). And, despite advocacy in which I tried very hard behind the scenes to try and change the direction that this conversation was going, the paper went out and everyone just went into chaos in the teams that were being dispersed. (G/1/4). The other themes of the category are indicative of the core functions of the nurse manager’s professional role and values. Valuing professional nursing, describe s the nurse manager’ s activ e pursuit and development of the roles, responsibilities, an d respect for the broad and specific contribution of professi onal nursing in their health care organiz a t i o n s , as the organiz ation in turn pursues its health service objectives. One of the ones that I still get conflict with the organization, is the valuing of nursing. Primarily where it shows up to me most is in the horizontal violence, bullying sort of field. (H/8/18). 69 What happened with the professional development program conflict was that briefly we all came together, we put aside our PHO differences and we worked on a very professional, development level...and I don’t think we have to ask our PHO’s permission to get together. I think we can get together and actually talk about professional development in our own time if necessary. (B/17/44-45). Valuing pr ofessional nursing was al so encapsulated in des criptions where the nurse managers enhanc ed professional behaviour s and culture wit hin their own nursing t eams. For example, Participant F described members of t he nursing team lacked real interest in the elderly patients for whom they cared, and then change to this attitude in the facility: In the, when I first started here, I started as the RN and I noticed that, how can I put this nicely, that my colleagues were just kind of looking for a job, they would do the minimum, I was on from Monday to Friday, and you wouldn’t believe the stuff that got left for me, because they weren’t really interested in old people. That’s changed now, um, we are, the RN’s that were have got on, have got here now all want to make a difference. (F/8/16). Other examples of the value of t he nursing profession are expres sed in the following two transcript extracts. Whilst the first example very broadly concerns the struggles associated with lac k of respect for professional nursing within the health care organization, the second reflects the ways in which reso urce allocation dec isions, in particular decisions regarding the funding of pr ofessional development for nurses, made at a governance level, have im plications for the nursing profession. I think there is something deeper there, which is actually nurses being seen as hand-maidens and being told what to do by somebody, and if its not a doctor telling you what to do, its somebody else, it may be a CEO who wants to tell you 70 what to do. I think there is an element of nursing not being seen as respected or owning its own professional development.(B14/35). [T]he worst thing the parliament, well the government ever did, was take away that nurse subsidy, because that was the only capped money we had within a primary care setting to say you have to pay these nurses this much, or this bucket of money, even if they had kept the whole practice nurse subsidy in a bucket, we could have then have a voice to say we know you have got $40,000 in there for education. (E/13/28). This latter participant also went on to describe the promotion of professional nursing, as changing the culture of health care to one that is led by nurses, in c ontrast to a med ic ally dr iven culture of health services. This example is not only about a nurse manager advoc ating for professional nursing, but also de scribe s their congruen c e with this value. Its all about culture, its about the culture of secondary, the culture of primary, the culture of medicalized health care, the culture of nurse-led health care. Now in our organization I developed, and I say I, because I did, and then with the help of an every increasing expanding team, developed a nurse led culture and it worked really effectively, And people are starting to recognize this.(E/22/47). The term quality is used to describe both nursing practice and patient care, since the descriptions reflec ted responding to the communities health needs, the pursuit of evid ence based practice, and improv ement in standards of nursing care and prac tice. Advocating for quality nursing practice was expressed by all of t he participants through their pursuit of the appropriately qualif ied and educated nursing staff, special i z e d nursing staff and enough nursing staff to meet the needs of patients in their care. All of these issues conc erning the quality of nursing practice were a significant and persistent caus e of ethical conflict for participants as they shared their experiences in their interv i e w s . One exampl e 71 provided by participant A, concer ned needing nurse s who wer e skilled in the care of mental health pati ents in acute general settings and then advocating for this over an extended period of time. But the nursing of these patients per se is not often as good as it should be. Often there are just no comprehensive nurses around. If they ask for a psych special we will try and get a comprehensive nurse or a psych nurse....I have been trying to do something about that for a long time. I’ve probably still got some of the emails I’ve sent.(A/15/34). Quality nursing practic e also involved thinking and acting strategically in nursing resource development. The nurse manager’s advocacy in this regard may be about convincing or proving to the health care organization that nursing resource use and development was essential. The followi n g extract capture s t he nurse managers’ ongoing adv ocacy for the development of the nursing team they were responsible for. As a nurse manager and leader I often had the problem of having to prove that a certain strategy was best in the long run even though in the short term it may cost. Often non-clinical people are managing nurses and do not understand some of the thinking behind strategies such as staff retention. The concept that ‘a nurse is a nurse is a nurse’ was often the feeling you got from managers who were not nurses. Thus strategies to improve retention and seniority of staff were often seen as increasing cost rather than increasing value. The need to pay for staff overtime and extra resourcing to prevent staff turnover and training costs was an example. (H/5/11). Quality patient care, whilst closely aligned to that of quality nursing practice, has as its focus what is right and what is necessa r y for meeting the health care needs of the patient . For exam ple , Partici p a n t A describes the inappropriate use of unt rained health care assistants for care of mental health patients: 72 They have basically gained their experience by osmosis really, they have no training but they have been exposed to a fair lot of mental health patients...its wrong, its wrong. (A/17/41). When asked why they believed that the issue was ethical, they replied: Well it’s a human right, that’s what it states in the booklet that they get, that they get the right care, in the right time in the appropriate place by the appropriately qualified people. (A/17/42). The quality of patient care also concerned advocacy for the best care deliv ery models. For example, after describing the pitfalls of one nursing model, the particip a n t then desc r ibe s adv ocacy for a better model of care delivery where the focus was more on the providing better qualit y care for the patient than the organizations drive for efficiency in nursing resource use. Would they like to go to a primary nursing model, and there was also strong support to go to a primary nursing model. There are a number of other questions that were asked in that proposal but the submissions for those two areas have given us an impetus to change the way things occur. So we have this opportunity to bring in a primary nursing model which will increase the number of RN FTE and reduce the number of health care assistant FTE. (D/4/11). Advocating for quality patient care was also pursued by the nurse manager with other member s of the nursing team. For exam ple, the following dialogue demons trates reciprocal ex chang e s between nurses, concerni n g quality patient fo cused care delivery systems. I did a presentation to them yesterday and I said you people I think, don’t quite realize the effort of living in this community...The girl today I was working with she said, you really overrate that transport problem, its not an issue.. and I said to her go back through your notes, and this poor guy had about six appointments 73 in two weeks. I have said to people, being sick in places like this is a full-time occupation ... and at the end of the day most of them are ineffective, they don’t make any difference to the health outcomes. So yeah, I push for taking it back to the people, you know.(E/21/45). One of the unique exampl es described, involved re-development and re-design of a health service. The particip a n t ’ s descript i o n in the following piece of transcript alludes to lac k of focus on patient and community needs and the poss ible effects of service redevelopment and redesign on the community as a w hole. Importantly this example also demonstrates the value of holisti c health care inherent in nursing, as well as evidenc ing the participant’s intens ive process of advocacy to retain services that were belie ve d most appropr i a t e for communi t y health needs. The continuing care residents are all locally born and bred people....their families live there, they had spent time there in the past in their younger days and the families wanted them to come back, and all these families had put in money and time into the community and hospital, all the equipment was donated by these people. So it meant that somebody who had been there for more than one generation, in their 80’s was suddenly going to be uprooted, and just shipped of because the DHB did not see that - money-wise, that was not going to work for them. They did not care about socio-economic factors for the community, because apart from uprooting these poor people and shipping them away from their families...it meant that ... people would have lost their jobs directly as a result. So, I had a huge problem with it...for the next year....we fought the DHB ...to retain the services. (C/2/4-6). I n another of the unique ex ample s , evidenc e based clinica l practic e as it contributes to quality patient care was at the heart of the participants’ advocacy. Multiple values sets are identifiable in this description. The ethical conflict for me was when I realized that the pediatrician was prescribing Ritalin for children, because the parents wanted that for their child, 74 and yet he would actually document that there was no clinical rationale for the Ritalin. That was a huge dilemma for me...There are clear guidelines as to how Ritalin should be prescribed and what it should be prescribed for and the clinician had documented that it had no clinical rationale, but the parents had requested it.(D/13/38) The them e of valuing teams was express e d along a number of dimensions including nursing, c linic a l (multidisciplinary), and organizational teams. Under va l u i n g the role of t eams in the health care organization were a source of ethi cal conflict for the nurse manager and included the way in which change woul d affect not only individual team members, but also the benefit s of teams to ac hieving healt h care manageme n t goals. I guess what I felt, just in relation to that team stuff, is that people don’t often value that teams working well together can make huge benefits to the management team. They make things happen that would normally not be achievable, not just a series of individuals that come to work - its that whole team spirit, that whole culture that makes things work. And, I felt that management was seeing this as just people that could be dispersed anywhere, and they weren’t giving value and respect to the people. But I also felt that there was this whole stuff - the dollars have to be managed in a pretty straightforward way- and this isn’t just like a closing of a factory; there are people attached, and patients attached, and a whole raft of reasons.(G/3/9-10). Valuing teams also involves the in clus ion or engagement of teams in decision-making. In this particular example the participant relates teamwork to extant guidel ines in the health care organiz at i o n , as well as specifying the risks that failure to include and engage teams has for the health care organiza t i o n . So I have huge ethical dilemmas when decisions are made, I can see what’s needed to be achieved, but the way they go about the decisions leaves the organization very vulnerable... For me there are very clear guidelines about how 75 this should be happening. If a problem exists you sit down with the people involved and you say we have got a problem, lets think about some options and solutions, so that everyone is feeling as if, along the way, right from the very beginning they understand what is happening.(G/4/14). The theme of safety, concerned the sa fety of patients and staff, as well as legal safety. When standards of care are compromised bec ause of lack of resource s , or poor clin ical decision-making, systems and processes, the health care organizati o n s patients and staff are not safe. These processes in turn heighten legal risks for the health care organization. There were many exam pl e s from the interv i e w s that concerned the fundamental theme of safety, and most often linked to lack of app ropriately skilled clin ic al nursing resource s , but also unsafe clinical equipment. The followin g three selecti o n s of dialogu e demonstrate how participants raised sa fety concerns and the pos sible consequences of lack of safety for patients, nurses and the health care organiza t i o n . And therefore we had to keep the organization safe in terms of HR process, go through a lengthy process of managing this person and basically giving her the opportunity to upskill, to relearn what was basic care in a lot of ways and still keep the patient safe, was my side of things. That was quite a conflict because I new that any period, or very quickly I learnt that any period that she was involved in patient care which was unsupervised, she was likely to do something that was dangerous.(H/1/2). We had one standing hoist, that was, I considered, to be dangerous, and because it didn’t look it, the advice that I got was that it didn’t matter which sling you used, they could still slip out of it. So I took it out of operation and I went to my manager, and she was in agreement, she said right were going to get a new one, and the word came back from the Board, no you can’t. (A/1/1). There is an issue that keeps recurring and has recurred since I’ve been with the organization in a variety of roles. I have seen it written from nursing staff on the 76 floor ... it’s an issue and it’s around the safe staffing and the use of unregulated care givers. So it’s a resourcing issue, it’s definitely to do with both the level and number of registered nurses on the floor and the skill mix. (D/11/2). 4.3 ISOLATION The conceptual category of Isolation emerged from data analysis as a key and important intervening influence on the process of Nursing Management Advocacy. Four themes were id entified: silenc ing, isolation, barrier s and invis ibility. Participant s described experiences which silenc ed their advocacy, and in particular different of forms and channels of communicatio n such as emails , memos, report s , meetin g s and represen t a t i o n s to the health care organiz a t i o n . Si lencing was inherent in both the nurse managers own behav iors when managing an et hica l conflict and organiz a tional response to the nurse manager’s advocacy. It was interesting one of the nurses said the other day... she said she didn’t want any secrets anymore. And I thought, yeah right, when is the next one going to happen. So there is a lack of understanding from some of the staff as well, which makes it really, really difficult. They knew that things were going on, but they didn’t know what. So there were a lot of secrets, I did have a lot of secrets from them, because I wasn’t able to tell them. And it was just this comment that one of the nurses made the other day and I thought that it really is interesting, that they know that there are secrets, and what makes it hard is that they don’t understand that they are secrets and I can’t talk to them about it. (C/8/39-40). Before the next general meeting, a couple of the general managers were talking to me, they didn’t say anything specific, but from a couple of the general managers, I got the distinct impression, that I needed to keep my mouth shut, you know shut up or think about whether you like your home as much as you thought you did. (C/3/15). It was really hard. I guess there are some things that happen, that you can’t say a lot. But there is a difference between not saying things and lying about it.(C/4/23). 77 The participants also experienced silenc ing in the context of bullying, or horizontal violence. The two examples of horizontal violence pr ovided by the particip a n t s in this study in cluded a specific conflict event and a more general and ongoing experience of bully ing involving medical professionals and a nursing team. In the extract which follows, concerning care that wa s not based on clinical ev idenc e, the participant was silenc ed by an immediate manager and more specifically by a medical member of the clinical team which they exper ienced by way of person a l threat . And I took it to my manager who basically told me that because there was trouble recruiting medical staff that thank you for sharing it, but, it would probably be something that would be left alone and not dealt with. However it was addressed with the pediatrician, so A) I was identified, and B) the pediatrician was informed of my concerns and personally came to my office and threatened me after hours when I was working late one night.(D/12/33-34). The theme of invisibility concer ned where participants were actively addressing situations where there were values clashes and ethical conflict, but doing so in ways or ci rcumstances wher e they were not always seen by their colleagues , both nursing and management. Practising invisibly, by way of quiet influenc e, is possibly also indicative of not wishing to be seen to be in support of nursing. Behind the scenes is not a negative context so much. A lot of people work behind the scenes. A lot of nursing is done behind the scenes. Because the caring quiet moment is not always something in front, that everybody is visible... It just means there is a lot more one on one stuff. There is a lot more quiet influence. (G/26/74). 78 It doesn’t mean I don’t say anything, but you may not see the forum in which I deal with it. I will deal with it at different levels on different days all the time, and I never let go. It’s just, it may not be confrontation. (G/30/89). Using a metaphor based on how one mi ght surreptitiously influ ence their husband, Participant C descr ibes the invisible hand of an advocate: I have to perhaps sew the seed so that people think it’s actually their idea...like you do with your husband, sew the seed, they think it’s their idea and then it’s all fine. And you do have to do that a bit with your bosses I think, make them think that they’re really clever. (B/5/17). Barriers between the participants and t he health care organization as an employer, between participants and professional groups or departments, and between different health care organizations contributed to the participant’s isol ation. For example, one partic ipant described how their news letter to nursing colleagues in dif f erent practices of a PHO was stopped prior to its distribution by their practice manager . And it is really difficult being micro-managed . We had an example this week, I advertised something in our weekly bulletin to the practices, and I worded it very carefully, and I didn’t want to rock any boats and I passed it by somebody else, and reworded it and it didn’t go out, it was stopped at the gate. I thought gosh I thought she had better things to do with her time than read what I had put in the weekly newsletter. Obviously not. (B/18/48). Employmen t barriers were clearly felt and experienced by participants. In the process of advocating and c hallenging the planning of a service restructure at the governance level of the organization, including the Director of Nursing at this level, the participant expressed on three occasions the risk to their employment with the health care organization. 79 I thought my job was sitting on the line with a lot of this. (C/3/13) I know my job was on the line several times, because I did go to the line with what I had said to people,(C/4/22). And I also felt that they are never going to give me a job...because I’m too much of a stirrer.(C/5/22). Another of the participant ’s des cribed that reporting signific ant events arising during the course of their work, such as the consequenc es of inappropriate nursing resource allo cation was about sending mes sages to the “hierarchy” (A/8/15). This implicit ly express es organiz ational structure and culture as a barrier to their advocacy. Lack of structure in contrast , may in turn result in an inabilit y to advoc ate, although it is evident that this does not inhibit nurse s from actually raising the issue of lack of struct u r e . We have a body of nurses who feel very disempowered in our organization because they have been silenced through the lack of nursing structure, and they are quite vocal about that. (D/9/22). Organizational structure was expe rienced by the nurse manager as a cultural norm with specific behavio rs aim ed at helping keep things secret, although clearly not unnot iced. Talking generally about relation s h i p s in their health care organizations participant F explains: Well I got on quite well with our last service manager, we had these quite nasty discussions at times, but looking back it wasn’t a very happy place here. Just because things seemed to be secret...Because the service manager, the general manager and the board member, would come here, and close themselves off in the office there. And I would be told “Do not disturb us, nobody is to disturb us”. Okay, so they would stay in there for most of the day, poke sandwiches at them now and again, um and then they would go away, and there would be absolutely 80 no idea what they were doing, but I knew that they were making decisions about the budget.(F/13/23). Isolation evolved from data analysis as its own theme, either perceived by the nurse manager or exercised by the health care organizat ion in response to ethical conflict or as a consequence of it. A lot of the nurses sort of disappeared, it is probably my imagination, but walking down the corridor...I felt that people would see me coming and duck into a door somewhere. They probably didn’t, but it felt like that.(C/6/33). Health is really patch protective and it doesn’t matter where you are really because its always the same... so we were all in our little offices being told by our CEO’s to keep our heads down keep out mouths shut and it will all blow over.(B/4/13-14). The conceptual category of Isolation therefore describes experiences that impact on the process and substanc e of Nursing Management Advocacy and on the role more general l y . It is poignan t l y summari z e d , including the risks to employm ent in the following extract. For me personally, yes there are risks, we have a culture of bullying in our organization, and if you speak out you are silenced, through any number of means and one of them could be that your job is disestablished. I’m not naïve enough to believe that it’s the only organization that does that either, I’ve seen that occur, and yes that’s definitely a possibility... But if it happens, it happens, and I will deal with that, so the risk is loss of income really.(D/10/2-28). 4.4 SUPPORT The conceptual category of Support similarly, influenc es the experienc e of Nursing Management Advocacy and is readily identif ied as the result of the interview schedule that ask ed the participants to describe those factors which made the conflict easier. Support was described as an 81 influenc e not only on the nurse managers ability to advocate, but also on the performance of the nur se managers role generally. The major sources and forms of suppor t for nurse managers were persona l and profess i o n a l . Family me mbers and friends were identified as a key resource people for the par tici p a n t s , particu l a r l y when the nurse manager struggled with the emot ional burdens or indeed physical illness aris ing from their experience of ethical conflict . When asked what made two partic ular examples of ethic al conflict easier, Participant C and Participant D replied: I’ve been thinking about that, and I can’t, I guess the only thing I can think of that made it easier, was the support of my husband and the chair of the community group... The staff were scared to say anything; they didn’t know what was really going on.(C/7/37-38). My husband went through that with me and he still brings it up a lot about how much support he had to give me at the time. My children also went through that with me. (D/16/44). P r o f e s s i o n a l support, primaril y from other nurse managers, was sought, at times given and received by par ticipants in order to gain other perspectives, or supervision of m anageme n t activiti e s , or to show a united approach to an ethical conflict. This dimension of professional support is reflected in the first extract to follow, whic h involv ed several nurse managers across different health care organizations in the primary health sect or. It was al so described more broadly by participants , and as the second exam ple demonstrates, in terms of coaching . We then as Nurse Mangers sent letters of support to her bosses outlining what had been said at the meeting, that we felt quite clear that there was no bullying 82 happening at the meeting, and that this was a joint decision between all of us and what we actually wanted.(B/2/6). I can think of two professional leaders primarily, that have really coached me to develop, and that made a huge difference. Because again they had a bigger picture, they understood some of the things I didn’t at that stage understand, and probably still don’t. But they coached me to be able to achieve what I wanted to do within the system. Where that professional leadership has not been available it’s been much harder to learn.(H/6/14). T h e theme of organiz at i o n a l support has two key dimensions. Firstly, the health care organization may, in a specific circ umstance or in a broad sens e, support the nurse manager in the midst or aftermath of ethical conflic t . Secondl y , organiz a t i o n a l suppor t also re flects when the participants support others in the organization: When the manager told him that she had ordered one, he laughed, and just said well good for you, but don’t do it again....Yes, it would have stopped dead if she hadn’t been supportive. And I would have been left absolutely outraged, because I had been let in.(F/2/5). When the nurses get into that sort of predicament, they’re frightened, they’re scared. They don’t know how they are going to cope and basically what you do is use your good communication skills and put out other options, and then help them to choose the right mode of how they are going to work for the rest of the night.(A/4/8). Perhaps in irony, this final slice of transcript describes a circumstance that has already been introduced, wher e one participant nurse manager, advocat i n g for quality patient care, s pecific ally the appropriate use of medication, was bullied by a m edical team member, then was unsupported by an immedi a t e general manager , yet in the aftermath was supported by the health care organization to relocate els ewhere within the organization. 83 No the organization was extremely supportive of my decision, but personally I think that part of that was because I was a very outspoken person and I think another part of it was they had identified the strengths of me professionally and that’s why they put me in there in the first place and so they did look after me afterwards. They seconded me to a position until I felt I could see something else in the organization that I wanted to go to. So I did feel supported by the organization post event. (D/15/42). 4.5 THE BOTTOM LINE The conceptual category of the Bottom Line has three themes that overlap: confronting and challenging, the health care organization and the nurse manager . The theme of c onfrontation and c hallenge is about heightened advocacy or a focal point of ethical conflict. At the end of the day, ultim ate choices and mor al pos itions were felt, express ed and responded to in reciprocal fashion. In terms of its relations hip to the other conc eptual categories and to t he ques tions asked of participants, this category has the dimens ion of linking values clash and ethical conflict to outcomes . The Bottom Line describes and represents both reflexiv e and at times inevitable soci al interac t i o n s and experie n c e s of ethical conf lict. I really left my previous position because at the end of the day I think I was fooling myself that I was making a difference for the nurses. At the end of the day I had to actually wake up to the fact that the health, where I was working was the epitome of the constant, we were perpetuating the continuum of health disparity.(E/26/58). There are some things you can fight and some things you can’t. So sometimes what I will do is give a context to things, like I will think, is this the battle or is this the war? So sometimes it is absolutely essential that I fight this one, this is absolutely bottom line and I will not let some things go. (G/9/30). 84 Challenge and confro ntation by or of the health care organiz ation’s fiscal bottom line may be particularly di rect and acute; as one participant described “quite terse and difficult” (G/4/12). Yet at other times the descriptions tended to express fis cal restraint as an inevitability that was unchangeable by the nurse manager. At least at the end of the day you have done everything in your power. I mean in the health care systems of today, I don’t expect it’s anywhere different in the world, certainly in Australia they have got the same sort of things. Fiscally as well as what is going to happen in the future, I don’t know. I think at the end of the day nurse mangers, again, can only go as far as their budget will allow them.(A/8/6). Again it’s a monetary thing; they just don’t want to pay. (A/15/35). The Bottom Line was not only about fisc al restraint and the limited resources of the health care organiza tion, but also about the relative respect that the health care organi zation had for professional nursing which is consistent with the theme of valuing profes sional nursing that has already been presented. Some dialogu e expressed intense exchanges between the nurse m anager and the health care organization, as well as poss ible changes as a consequence of the nurse manager’s advocacy for the profession. For exam ple both particip a n t D and H described their experiences of challenging the organization in relation to the value of the nursing profession as follows: The Chief Executive Officer stated at a staff briefing that he would like to introduce more senior professional leadership nursing roles; however, he has not got the funding to do that. I challenged him in that briefing, that if they know it’s the right thing to do, how can they afford not to do it, financially? And he did grin and say that’s a very good question. (D/25/61). 85 The conflict for me comes, when that individual happens to be a medical professional, that the reverse tends to happen, and the organization tries [to] quiet it rather than take it through a process and I find that quite frustrating. So much so, to the degree I have heard one manager say that the medical staff are too important to risk losing. I have to say that was challenged. But that is certainly the impression you get when it comes to bullying. I have seen it a number of times now, and I have escalated medical bullying to as high as I possibly could. (H/8/19/20). Where the nurse manager could no longer tolerate values inc ongruence and clashes with the health care or ganization, and the position which the health care organization had taken, it was evident that the nurse manger would or may leav e their nursing manageme n t position s in response. It was als o evident that the health care organiza t i o n s bottom- line did in fact occasio n a l l y change , someti m e s as a result of the nurse managers’ advocacy, as the examples below will show. Import a n t ly, this concept highlights reciprocal social proces ses that pivot around values clashes. I think the way I cope with it is I have decided I have the ultimate choice. Which is I can move on. So basically no matter what an organization asks of me I can choose to accept it and meet the challenge, or I can walk away if I believe its an unreasonable ask. If I think there are things I can do and I’m supported to change things then fine. When it becomes from my perspective an organization saying they are not going to change, and I don’t think it’s acceptable, then my perspective is I can’t support the organization, therefore I can’t work with the organization. (H/15/34/35). And, probably the thing that did change the mind of the managers was, A) a commitment that we would try and hold the beds as much as we could, in terms of closing of beds, but also that we needed those side rooms, for the patients that needed side rooms, and we used that clinical ethical consumer focused route, but also infection control, and a whole lot of other dimensions to defend it and that stood. (G/2/7). 86 This year for the first time we have got a decent amount for, in the budget, for resources, for education. Yeah, because, the service manager feels that they are actually changing the way they are thinking, that they can’t concentrate on, solely on the bottom line, or they can, but its going to be a smaller bottom line.(F/23/36). I guess, you know I have made a big change to leave an organization a number of years ago, because I couldn’t work with the values of the organization. I think you reach a certain point in your leadership role where you have to work in an organization where the values are consistent with your own; otherwise you just can’t work in that organization. And I made that decision having been part of very big picture leadership decisions that had been made, and I felt more and more uncomfortable about the money that was being spent to create a vision, the lack of kind of connectedness to the community and what was really offered to the community, and also the way in which people were being talked about in terms of widgets.(G/14-15/43-44). 4.6 BEING AND BECOMING NURSING LEADERS This conceptual category describes a transform a t i o n dimens io n , and various elements evident in transfo rmation, as it relates to the experience of and outcomes for ethica l conf lict for nurse managers. The transformation of nurse managers to nurse leaders is not a blunt instrument, nor is it about different roles or levels of nursing pr actice. Rather , Being and Becoming Nursing Leaders is an evolving career long process where reflection, learni ng , growth, motivati o n and counting the costs of nursing leadership ar e experienced. One of the early memos written by the researcher during data analysis provided a vision of nursing professional s who were on different roads of the same journey of moral and prof ess i o n a l develop m e n t : A couple of things have spru ng to mind listening to all the tapes and reading all the transcripts together. First of all, everyone is on a different road, but on the same journey. 87 Secondly, they have all changed over time and experience, not just from their nursing mana gement roles, but also from their clinical nursing experiences, and in particular when they were engaged in moral dilemmas . (Researc h e r di ary memo - May, 2007) . Whilst it was evident that some of t he participants identified distinctions between the terms nurse manager and nur se leader, a constant factor was the way in whic h their nursing career s and experience of ethical conflicts had contribut ed to their dev elopm e n t as nursing leaders. In the following extract the participant has described an ethic al conflict and its meaning and influenc e simultaneously. Yes, I think if there was one example when I was thinking through what you might ask me there was one clinical ethical conflict when I was very early on as a professional. When I was working permanent night shift on an area, there was a doctor whose practise I didn’t feel comfortable with, and I had been to management and said I felt this person was not following things up and was neglectful. There was this one patient, a young chap, he deteriorated on my shift and then the next day I came on and still nobody had really done anything about it. On the third day I came in early, because I felt something was wrong, and went in and he was on the verge of arresting and dying. And I was then left with this huge dilemma as to what to do. I had already notified management and they had done nothing about it in terms of my concerns about this doctors’ safety, and, they didn’t want to deal with it. I was at such a dilemma as to what to do, I nearly left nursing at that time. (G/13/37). The first theme in this conceptual cat egory is that of reflection on the experience of ethical conflict. I felt quite undermined; I actually went away and thought why am I doing this job?....because if I don’t have a remit to actually go and make these decisions on behalf of the nurses, then what am I employed to do? It really makes you sit 88 down and think, what is my job? And that happens quite a lot in health and I have certainly faced that quite a lot in my life.(B/4/15). ...twelve months from removing myself from the team, to me stating okay I’m ready for another role, these are the sorts of roles I’m interested in...huge damage, in terms of self doubt really, about whether I could have done things differently, which I probably could have...there was an awful lot of reflection on my part. (D/16/43). Reflection can also pr ovide a foundat ion for career motivation and moral develop m e n t . Motivat i o n was therefo r e not confine d to being a nurse manager, but also has its origins from earlier parts of nursing careers. I made an active decision to stay because I thought if I am a relatively strong person in terms of my beliefs about things if I can’t deal with it, how on earth would my colleagues deal with it. I needed to stay so I can change it. And that’s been, I made an active decision to stay because I was on the verge of going. If managements not prepared to deal with poor practice that actually kills patients then how can I work in an organization in a profession that doesn’t feel like it can make a difference? And so I actively changed it, and what I changed, I went back onto that same ward as a charge person, and actively created the opportunity, where people could speak out about poor practice.(G/1/-38). Learning from their experiences of ethical conflict was a repeated express ion of these participants; indeed “ there is no etiquette book that tells you how to manage these circumstances” (G/12/35). Learning other managers, important process e s , techniq u e s , lessons , and about themselves is an im port a n t part of Being and Becoming Nursing Leaders. A positive might be that you learn to work the system. And that you actually learn to be subtle in your approach. I’m a very direct person and that does not go down generally very well. I find it difficult to couch things in nice round soft terms and tend to go to the heart of the matter. (B/5/16-17) 89 It was about; it was more about learning individuals, and learning how to speak in a way that they wanted to hear things. It was more about learning how to read other peoples styles and use those styles to get what you wanted. (H/6/13). I think any nurse who’s looking to go forwards in their career, obviously we all learn from experience, and part of the reflective thinking is to reflect on an experience and learn from it...So I learnt from every experience. (E/4/7). Where there was learning, whether from an ethical conflict or the role of nurse manager more generally, there was als o identificat ion by participants of their personal and professional growth. As I’ve said, I’ve actually grown with this job. (F/23/35). I learnt a hell of a lot out of it, I’ve grown as a person and more confident in what I do. When I’m not really stressed out and I can see the trees out there...I’ve got a lot of confidence now, and its made me also think about nursing and management and where do I want to go with it, its made me look at my career and future more clearly too. (C/5/29). I mean I still get very emotional about it. But would I do it again, absolutely. Would I do it slightly differently? Possibly. I’ve learnt from what I went through, and hindsight is a wonderful thing. Would I hope it to change the outcome? No. No I wouldn’t. I think I make better decisions because of what I have been through and hopefully so would of that doctor. (D/18/50). The final theme describes the proc ess and experienc e of counting the costs of nursing leaders hip. The participants paid the cost of detrime n t to their health and well-being includi ng stress and burnout, as well as physical and psychological pain. One of the struggles is you’re fighting on the inside and your fighting on the outside. I have said to a lot of people, there is only so much time you can do that...because you do burn out. (B/19/51). 90 I can actually see an awful lot of wins from the pain that I went through with that team.(D/18/49) That I hadn’t realized the difficulty, the constant weight on my shoulders, you know its like, because every minute of the day was in an advocacy role because they were, they were, such a disparate group, and they just needed such strong advocacy.(E/16/36). Nonetheles s, the participants were awar e of the costs they paid for their efforts as nursing adv ocates and leaders. Because there is a cost to leadership. The cost of leadership is massive and I think, people don’t always realize it, they think its exciting to be a leader. It is, but I think it’s also, there is a cost. (G/19/58). Now, I lost power, relationships, kudos, respect, dignity, everything within that whole group... So, even though they might have thought that it was unjustified, they were beholden to stay supportive to their colleague, which I could understand, I didn’t like, but I had an understanding of them and I can understand where they are coming from.(E/6-7/12-13). I guess the one thing that I am really aware of and we have already touched on it is that there is a personal cost. I think particularly for nurses, I can’t speak for non-nursing. (H/13/31). Despite the costs, the participants descr ibed persistence in their nursing manageme n t careers, at times in the same health care organization that had caused them a degree of pain: Part of my healing for me, was that I decided to go back into mental health in a different role...and I felt I needed to do that for my healing and I think it was very worth while. (D/16/45). I just sort of realized how lonely my job is....I know that I m not liked down their now, by the senior managers.... And I thought if that is what its like at that level, then I don’t want to be at that level. I want to be where I am, even though 91 it’s hard and it does what it does to you, I prefer that to being up there . (C/8/40/41 ). I guess its this thing again I feel that I have an opportunity because of the position I hold in the organization, and one of the projects that I have been tasked with is designing a primary care model. I see that as an opportunity and in there I will be able to make the statement about how patient care is utilized. They may not listen to what I have to say, but I have the opportunity to put the case forward, bringing in all of those issues that I have mentioned. (D/26/63). 4.7 SUMMARY OF DATA ANALYSIS W h i l s t for the most part the Health Care Organization was experi e n c e d and described as par ticular management personnel, in particular roles, it also enc ompas s e s manageme n t struct ures such as general, clinical, governanc e and nur sing. As well, the Health Care Organization was described as systems and processes, including policy making, decision- making and funding systems and proc es ses. The participants also experienced conflict with the profit based business dimensions, as well as cultural dimensions of the health care organization, such as bully ing and medic alization. The conc eptual category of Nursing Management Advocacy describes the experience of nurse manager’s ethical conflict with their health care organizations through its integrati on of a variety of conceptual, descrip t i v e and themati c finding s . The partici p a n t s in this study described both duality and fusi on of nursing and health care organization values. Their descriptions and experiences of ethical conflict concerne d either unique circ umstances, or were part of the everyday activities and responsibi lities of their nurs ing management roles. Nurse manager s identified and then advocated for quality nursing and patient care, the value of teams, the value of professional nursing and safety in the health care or ganization. This conceptual category 92 also fuses the particular values which clas hed with those of the healt h care organization and the role components of nurse managers. The conceptual category of Isolation e n c a p s u l a t e s the major factors that worsened the exper ience of ethical conf lict for these participants. Isolation concerns the themes and proce sse s of silencing, inv isib ility, isolation and barriers that impeded, and weakened the ability of the nurse manager to advocate and prac t i c e accor d i n g to their nursi n g values. In contrast, the conceptual category of Support describes those factors that improved the nurse manager ’s experience of ethical conflict with their health car e organiz a tion. The key sources and for m s of support which the particip a n t s exper ienced were personal, profes siona l and organizational. The Bottom Line is a conceptual category wh ich involved the pro cesses of challenging and confront ing, either the nurse manager ’ s or the health care organization’s stance on a parti cular or broad ethical conflict. It also describes when the nurse manager established their personal and professional bottom-line about an ethica l conflict, or context of ethical conflict, from which they might decide to leave the organization, or stay and work with it in order to try and im prov e it. Lastly, this conc eptual category describes cir cumstances when the bottom line position that the health organiz a t i o n took, was not actually the bo ttom line, and there was change or the possibility of change as a consequenc e of the challenge and advoc acy that the nurse manager undertoo k . Being and Becoming Nursing Leaders c o n c e p t u a l i z e s career long experiences of ethical conflict in nursing, as well as the outcomes of ethical conflic t describ e d by the particip a n t s . The themes of reflect i o n , motivation, growth and learning describe how nurse managers changed from their experience. Counting the costs of nursing leadership reflects the negativ e outcomes of their experi ences, including the detriment to 93 personal health and well-being, as well as the negative impact on their professional standing and respec t. 94 CHAPTER 5 – DISCUSSION The objective of this chapter is to provide a comprehensive disc ussion of the findings from data analysis highlighting the ways in whic h this qualitat i v e descript i v e study, enhanc es or challenges existing knowledge and understandi ng of the experience of nurse managers ’ ethical conflict with their health ca re organizations. To achiev e this objective, the chapter reviews of each of the key concep t u a l catego r i e s , their themes and dimensions, provid ing comparison and contrast with the descriptive findings from th e foundation study by Gaudine and Beaton (2002). This chapter will al so explore dat a analys is findings alongs ide other key and relevant aspec ts of the literat ure presented in Chapter 2, and any ne w literatu r e salient to the discuss ion. In particular this chapter will situate the study and its findings within the framewor k of reform that has marked implicat i ons on health care management, and the ways in which reform has impacted on the values of health care services and the ethical conflict which nurs e managers’ experience. 5.1 THE HEALTH CARE ORGANIZATION There is no comparat ive analytic finding in Gaudine and Beaton’s (2002) research to the ke y conceptual category of the Health Care Organization. This may simply be because Gaudine and Beaton analyzed their data based on assumpti ons regarding who or what was the health care organization, or narrowed their coding and data analysis in such a way as to exc lude this conceptual finding. Nonetheles s , the present study identifi e s that the health care or ganization with whom and which nurs e manager s experienced ethica l confli c t is for the most part, concerned with non-clinic al general management personnel and structures. This finding is consist ent with many aspect s of the literature that alluded to the dominant ro le that non-clin ical managers and management values now play in health care services (for example see, 95 Gower et al, 2003; Wells, 1999). Howe v er, medical staff, other nurses and nurse managers, such as the Director of Nursing, is also the health care organization with which the nurse manager experienced values clashes and ethical conflict. This finding suggests not only that the experience is truly values driven, but also that the experience is about more than a clinic ian ve rsus management phenomenon. The identification of et hi cal conflict with gov ernanc e structures may well be a product of health system design in New Zealand, where structures such as the Ministry of Health, DHB’s and PHO Boards oversee and influenc e health service delivery strategies and funding decisions on behalf of patient populati o n s . I ndividual nurse managers may not address these dimensions of the health care organization on an interpersonal professional level. There is a c onsequent emphasis on the effectiveness of nursing exec utiv es and nursing organizations that work at these broader levels, to bring the values of nursing to the forefront on behalf of their nursing colleagues and pr ofession. Perhaps most importantly, this finding highlights that individually, nurs e manager s may be persistently frustrated in their effo rts to ensure quality health services and nursing care, bec ause of the organi z at i o n a l distan c e from decisi o n or policy-making structure and process. Arguably this description also reflects the devoluti o n and influenc e of public choice theory in health system management , as outlined in Chapter 2. For example the separation of int ere sts groups, like nur sing, from policy and fiscal decision makers such as the Ministry of Health, DHB’s or PHO Boar ds. To do so ensur es that decisions are apolitical and unfettered by the perspectives and needs of clin ical groups or professi o n s . Conseque n t l y , nurs e manager s experience, although may not always recognize, that broad fiscal decisions are designed to be beyond their influence as individua l professionals within the health syste m . 96 Nurse managers’ may also exper ience ethic al conflict with the systems, processes and culture of the Health Care Organization, and because of this, it may render the experienc e one where the nurse manager is unaware or unsure of what to address in order to find resolution. For example, when the values clash and ethical conflict concerns a culture of medical bully ing, it requires cultural and behavioral change in the Health Care Organization , and not merely interpersonal address and change. It seems that even though a healt h care organization might espouse the values of respect and t eamwork in their employees, they may not in some instances be ac tua l i z e d via inte rp r o f e s si o n a l relat io n s h ip s . Organizational culture relates to the assumptions, values, attitudes, and belie fs that are shared among significant groups within an organization...culture is conc er n ed with the common and accepted ways of doing things within an organiza t i o n as well as the shared ways of thinking about and making sense of an organization that percolate among it s member s (Davi es , Manni o n , Jaco bs , Powell & Marshall, 2007, p.47). The relationship bet ween organizati onal culture an d organizational performance, in particular senior management team culture in health care, was investigat ed by Davies, Mannion, Jacobs, Powell and Marshall (2007). This study found that there was a strong correla t i o n between the dominant culture of an organization and its performance and more specifically t hat those aspects of performance valued by the dominant culture are those aspects at which an organization excels (Davies et al., 2007). Hence, if health care organizations value medicine over nursing and endorse medica l bullies, the organizations performance may well reflect the exal ted attrition of nurses from its service s . Likewis e , if a health car e organization values more greatly the need to stay within tight fiscal constrai n t s , in contra s t to growing quality and effectiveness, they may well succeed. However this may be at 97 greater cost in the l ong term, arising from the constant demand to recruit new nurses who may invariabl y leave that organization. It is a conundrum that is validated by a severe world wide shortage of nurses (International Counc il of Nurs es, 2006; Buchanan & Calman, 2006; Heinz, 2004). At the very least, this conceptual category has demonst rated that the experience of nurse managers’ ethica l conflict with their healt h care organizations may be deeply and system atically entrenc hed in health care organizational culture and design along with hum an and professi o n a l relation s h i p s , which ar e in constant ethical tension. Furthermore, it is not difficult to posit that this tension is devolve d from the whole of New Zealand’s health care system and its complex quarter century of reform which has focus ed on reducing the burden of health care spending on the fiscal resour ces of the state. 5.2 NURSING MANAGEMENT ADVOCACY There is no thematic comparison to duality and fus ion of values in Gaudine and Beaton’s ( 2002) findings, however their report does list that “...hospitals stated values (e.g . integrity; consultation) ar e not upheld by administration an d board” (p. 22). It may be a consequ e n c e of that study’s participant s providing only descriptions of values differences and clashes. Or, alternatively, it may be a consequenc e of more intense socialization to the health care organization’s values and the expectation that they will be m anifested and practised in the New Zealand context. This dimension rais es concerns about how nurse managers may effectively balanc e competing values. For example, how may a nurse manager ensure that they remain wit hin their ward or service budgets and be fisc ally responsible, whils t at the same time ensuring appr opriate 98 clinical nursing education to ens ur e the appropriate quality of nursing practice? Where a nurse manager r educes education for nurses in his or her service, it may appear to the nursin g teams they lead, that they have forsake n their basic nursing va lues. This perception, introduced and discus s e d in Chapter 2 (Kellen et al, 2004) is partly a produc t of the different contextually driven ethi cal frameworks which inform nurse managers and practis ing clinic al nurses, such as staff nurses. Kellen, et al (2004) propose that staff nurse s and nurse managers therefore need to engage in learning and dialogue about thei r differ i n g ethica l obligations and perspectives, and how the se influenc e their dec isions and actions. Whilst this strategy may not completely abrogate the tension s that exist, it may go some way in reassuring clinical nur ses of their nurse managers’ values. Likewise this dimension also highli ghts whether and how the health care organization ensures that its practi ce is values congruent – how it ensures that it ‘walks the talk’ of teamwork, collabor ation and patient focus, for example. As with the different ethical perspec t i v e s and obligations of staff nurses and nurse managers noted above, general managers and CEO’s may unquestiona bly have dif f erent and even broader values to appease. However not all the values clashes at this level of the health car e organiza t i o n are concerned with the alloc ation of scarce resources. As this research has demonstrated, failure to consult, or failure to respect the contrib u t i ons of different professional groups and teams in health care organizations, is equally concerned with respectful and inc lusive decision-making process, rather than a mere monetary decision. The theme of advocacy is an im portant one, which transcended much of the participants’ interviews. Whilst there is no comparat i v e theme to advocacy in the foundation study, one example of the outco m es of ethical conflict in Gaudine and Beat on ’ s (2002) rep ort includ e d when 99 nurse managers spok e out. Indeed the major theme of voicelessness which aros e from Gaudine and Beaton’ s (2002) res earch , tends to reflect an opposit e experience to the theme of advocacy . That the nurse managers in this study engaged in strong advocac y for their values, suggests that they found such positions morally and personally prefera b l e and tolerab l e in their re lati o n s with other staff. Again in contrast to the perception that nurse managers had abandone d basic nursing values (Kellen, et al, 2004), the theme of advocacy and other findings in the present study such as invisi b i l i t y , sugges t that they may not have. Advocacy involves standing up for what one believes in, for self or for others (Allen, 1990), and in nursing is a process most commonly aimed at promoting client independence and autonomy (McGrath, Holewa & McGrath, 2006). The nursing advocat e role “...is to become actively involv ed in representing the patient to others in the health care environment” (McGrath, et al., 2006, p395). Yet as previous ly noted in the review of the liter ature, advocacy may carry with it the risk of professional retribut ion and burnout for nurses (Sundin-Huard & Fahy, 1998). There are also some similarities bet ween the theme of advocacy in this study, to the concepts of ethical activis m , assertiveness, ethical resistance and the enactment of ethical practice in nursing, that were introduced in the literature review (D odd et al., 2004; Peter et al., 2004). The finding of Nursing Management Advocacy a r i s i n g from this study reinfor c e s the inheren c y in the nursi ng prof ess i o n to speak out, stand up and resist things that they perceive or believe are morally wrong. In doing so however, nurse managers may be taking employment and profess i o n a l risks that make them extreme l y vulnera b l e , whilst at the same time contribu t i n g to their mora l development as nursing leaders. 100 Valuing professional nursi ng, and advocating for suc h, may be a result of the ways in which the nursing prof ession has struggled to maintain its integrity and effectiveness throughout rapid reform, repeated restructuring and its aftermath in Ne w Zealand. This study found that nurse managers advocated for professional nursing for a variety of reasons, such as providing innovative and effective care delivery in developing primary health care services or in response to medical bully ing. This theme also concer ned the professional developm ent of clinical nurses, and ens uring the appropr iate pr ofessional attitude in nursing teams in order to deliver the right care to the pa tient at the right time. This strong focus on conflicts concerning the val ue of the nursing profession is also evident in G audine and Beaton’s (2002) work for example , “...sev e r a l partici p a n t s be lieved that adminis trators did not want to understand nurses and did not intend to act on nurses’ needs” (p23) and also in that st udy’s theme of voicelessness whic h identified that nursing is not val ued or understood. Si milarl y , the study by Gaudine and Thorne (2000) identifi e d that practi sing clinical nurses experienced an underv aluing of nursing by the health care organization when compared to the medical profession. This study has identified that advoc ating for professional nursing was also one of the social responses to medical bully ing. Yet it was also evidenc ed in this study that the health care organization might choose to ignore medical bully ing behav iors and culture towards nursing. Whilst there is no particular evidence of medical bullying in Gaudine and Beaton’ s (2002) report, they do identify that opi nions of physicians are more valued than those of nurses in the theme of situational factors which wors en ethical conflicts. The f oundati o n study also identifi e d that the organization may fail to act even when aware of problems in the theme of unjust practices on the part of senior administration and or the organization. 101 There is certainly awareness of the prev alence of bully ing in health care organizations both in medicine and nur sing specifically (Field, 2003; Hutchinson, Vickers, Jackson & Wilkes, 2006; Lewis , 2006; Randle, 2003). Bullying behav ior in organizations is describ e d as a detaile d and complex issue that has been linked to the concept of oppressed group behavio r (Hutchi n s o n et al., 2006) with bullies being highly articulate, and mostly aware of what they ar e doing (Lewis, 2006). The most probable reason for bully ing behavior is that it is learned within the workplace and with this the reinfo rcement of the dominant norms of bully ing behavior in the organiz ational workplace, particularly healt h care organizations (Hutchinson et al., 2006; Lewis, 2006). Needham (2003) likewise suggests t hat bullyin g in the workpla c e occurs because “...leadership and management of the organization is allowing it to happen” (pg, 18). This analyt ic finding therefore hi ghlights the dominan ce, and particular bully ing behaviors of the dominance of the medical pr ofession in health care, as well as portraying the social cons equences of this dominance for the nurse managers who experi ence it. Introduced in Chapter 2, Carryer (2001) identified that pr ofessional nursing and its potent i a l contribution to healt h care ha s been neatly appr opriated by both medical resistance to autonomous nur sing practice, and the systematic erosion of clinical nur sing leadership wrought by managerialism. Consequ e n t l y , the experie n c e of bu lly ing of nursing managers that is featured in this study may be the resu lt of the complex interplay of a vulnerable and oppr essed prof ession practicing wit hin a culture of health care that reinforces the do minance of medicin e and of generic managem e n t practic e s . It may also be argued, that nursing and indeed medicine represent the professi o n a l i s a t i o n and institutionalization of healt h care, in contra s t to indiv idual, family or community driven health car e. Perhaps the 102 undervaluing of the nursi ng profession is a means by which the health care organiza t i o n , and to an extent the healt h care system as a whole, sets one profession against anot her; enabling one seemingly powerful and influential group (medicine) to dom inate the other seemingly less powerful group (nursing), avoiding recognition of the dominanc e of managerialsim culture altogether . This phenomenon shifts emphasis, knowingly or otherwise, fr om publicly funded profe ssional health care, to personally responsible hea lth care by way of disease or illness prevention for which indivi d u a l societ y member s ta ke responsibility. To do so would undoubtedly contribute to cost containment in the public funding of health economies. Some of the confli c t ex perie n c e d by partici p a n t s in the foundation study described the health care organizations failure to value quality nursing practic e (Gaudin e & Beaton, 2002). Given the evidenc e outline d in the literature that links the quality of nursing practice with patient outcomes (for example, Aiken, Cla rke & Sloane, 2000) it is therefore not surprising that the nurse managers in the current study described rigorous pursuit of this value. A manifestation of the ethical principle of beneficence, quality nursing practice is an im perative for nursing managers who would be accountable for when the nur sing care delivered in their respective services is not of an appropriate quality, and poor patient outcomes result. Emphasis on the value of quality nursing practice ident ified in this study could be considered a manifestation the tension betw een egalitarianism and neoliberalism, and the ways in which this tension devolves to the health care organization and ser vice level. Nurses and nurse managers may therefore be seen to embody t he inher ent tensions between limited resources and achiev ing quality nur sing practice; doing as much as possible within a limited budget. At l east as far as the descript i o n s in this study have revealed, when this tension is no longer personally or 103 professionally accept able to individual nurse managers, the Bottom Line may be experienced. Advocati n g for quality patient care extends the nurse managers’ experience of ethical conflict, beyond nursing pr actice, to other professions and the health care organi zatio ns’ activities as a complex whole, for example when redes igning a health servic e. It also places patient and community health needs central to the activities of the organization and is an im portant nursing value. This finding is indicative of nationa l policy direc t ives which lin k healt h care servi c e activity more closely wit h the health needs of t he patients and communities . That nurse manager’s experience conflict based on advoc ating for quality of patient care reveals a broader l ens on the organization and a strong socialization to health policy and qualit y management practices. Gaudine and Beaton (2002) refer similarly to the sacrificing of quality , in the theme of where to spend the money , for example when nurse managers sacrifice qualit y patient care when there are ins ufficient resources to achieve it. Patient and com m unity stakeholders may be surprised and disappointed by decisions which healt h care organizations make that may ultimately lower the quality of patient care they receive. Yet another layer of va lues and ethical frameworks is at play; those of patients and community at lar ge. It might at least ease the experience of ethical conflict for t he nurse manager, if not raise public awaren e s s , if the Chief Execut i v e Offi ce r , or Board Chairm a n , has made public and demons t r a t e s accoun t a b i l i t y for decis ions at this lev e l, that may ultimately impact on or reduce the quality of patient care. The theme of valuin g teams and advocati n g for them demonstr a t e s nurse managers understandi n g of teams as a key socia l struct u r e necessary for meeting the objectives of the health care organization. When teams and their members are not valued by the healt h care organization, it may not achieve its full potentia l as well as result in the 104 loss of valuable people and knowledge to the health care organiz ation. Failure to value teams in health care organiz ations is also contradictory to the stated emphasis it received in the health care organiz ational values outlined in the literature revi ew . It is thus unders t a n d a b l e that the nurse manager not only values teams and what teams can do, but also the process of engaging them in rele vant decision-making processes in the health care organization. There is no equivalent them atic finding or substantive description to valu ing teams in Gaudine and Beaton’s (2002) findings and report. Likewise, there is no equivalent in t he foundat i o n study of the theme of safety; however there is referenc e to uns afe patient care in Gaudine and Beaton’s (2002) list of factors t hat worsen nurse managers’ ethical conflict wit h their health care organiza tions . There is also reference in their theme of rights of the individual vers us needs of the organization which favors the legal position of the health care organization over indiv idual employees (Gaudine & Beaton, 2002) . This theme, safety, is a reflection of the do no harm ethical princ i ple of nonmaleficenc e which underscores health care professional pr actice. In many respects nurse managers have no choice but to advocat e for safe practice and patient care – their professional ethics an d legal res ponsib ilities demand it. Currie and Watterson (2007) explain t hat patient safety is a prominent issue in health care services in the Unit ed Kingdom. In particular, nurses in the United Kingdom st ress how inappropriate nursing workloads effects patient safety (Curri e & Watters o n , 2007) and as presented in Chapter 2, this problem has a direct relationship to patient outcomes alongs ide staff satisfaction and morale. Nurses who work at the ‘sharp end’ or caring interface, are more capable of articulating the challenges in delivering safe patient care (Currie & Watterson, 2007). Improving the safety of patients receiv ing health care requires a cultural 105 change in the health care organiz ation that includes the prioritization of safety over efficiency (C urrie & Watterson, 2007). Likewise, the most recent multiemplo y e r contrac t for registe r e d nurses and midwives in New Zealand, emphas iz es the requirement for safe staffing and healthy workplaces , and a number of activities designed to achieve this requirement (New Z ealand Nurses Organization, 2007). The finding of advocating for safety ar ising from this study is therefor e a confirmation of the role that nurse managers play in pursuing safety, for nursing st aff in particular, in thei r working env ironm e n t s and in the broader context of the health care organizat ion. 5.3 ISOLATION Isolation is an important social experience for nurse managers, whic h contrasts to the expectation that health care organizations foster openness, collaborat ion and respect for its member’s opin ions and contributions. It is also evidenc e t hat patient focused and professional nursing values may not find their way into the decision- making processes of the healt h care organiza t i o n . Moreover , the study findings allude to deliberate isolation practi ces on the part of the health care organization, almost as if it was im portant to prohibit the nurse manager from participating in decision-making. A possible microcosm of public choice theory, this conceptual category is an important va lidation of Gaudine and Be aton’s (2002) research finding of learning to remain silent . Isolating the nurs e manager thus isolates the values for which they stand and in so doing may mean that the health care organization is not in touch with the patients’ health care needs, and the nurses who must meet these needs. The exper ience of Isolation described in this study may al so be a consequence of reform 106 activities where restructuring of health care organizations has removed vital nursing leadership structures. Employment as a barrier is highli ghted in Gaudin e and Beaton’s (2002) study and report which is entitled ‘Employed to go against ones values : Nurse managers’ acc ounts of ethical conflict with their organizations’. As the title suggest s, the nurse managers in the foundation study reported practice that was incons ist ent with their values , whereas in the present study, nurse managers practic ed consistent with their values, but did so with cogniz ance of the em ployment risks and isolation. Whilst the participants in the present study did not experience voicelessness , a theme in the foundation study, their advocac y may have been silence d and in a sense made voiceless and isolated as a result. The theme of invis ibility in the present study is also similar to Gaudine and Beaton’s (2002) finding that nurse managers ma y be hired to be both invisible and ‘toe the party line’. The conceptu a l finding of Isolation aris ing from this study, sheds light on the social dimensions of employ m ent; including that nurse managers may self impose isolatio n , for exampl e by keeping secrets or invisible practice. Participants were awar e that they were taking risks in their advocacy which could have detrimen t a l consequenc es such as job loss. Isolation when managing ethic al c onflicts , both by the health care organization and self imposed was noted in the literature review to be a possible consequenc e of ethical c onflict when the manager was not supported (Lemieux-Charles & Hall, 1997). Isolation is a critical finding aris ing fr om this study that describes a social reality and experience related to reform of the health care system that may contribute to burn-out and loss of nurse managers not only from the health care organization but also the profession. Perha ps too, the experience of Isolation is a symptom of workplace bully ing. 107 There is a responsibility to be s hared amongst nursing leaders and their general management and medical counter parts to ensure that nurse managers are not isolated in their work, and that their contribution is valued. As highlighted by Gaudine and Beaton (2002) bringing nurse managers, nurses, board members and other administrators together is important action required to ens ure that decision mak i ng process es are more visible , and structu r e d in a way that allows all pa rties a voic e and respect. Failure to do so not only risks the loss of valuable nursing professi o n a l s , but also risks mi ssing ess ential com m unications about the implications of decisions and change on nursing practice and the patient . 5.4 SUPPORT The major factor which made the expe rience of ethical conflict easier for the nurse manager was Support . This factor was re levant not only in relation to the ethical conflicts themse lv e s , but also in relation to the nurse managers’ role performance gener ally. The key forms of support identifi e d from data analy sis were family, professi o n a l and organiz a t i o n a l . If family members are assumi n g or needin g to assume such a supportive role, it indicates how much the experience of ethical conflict and the nurse manager s’ job, impact on their social life. Whilst it is understandable that family support o ccurs, it is perhaps a burden that is not justifiable. Therefore nur se manager s do not necessarily leave ethical conflict work issues at work and the result may be that it consumes far more of the nurse managers’ personal energy than it deserves which in turn may result in an unhealthy work-life imbalance and burn-out. Consistent with the recommendations from the study by Thorpe and Loo (2003), that it is essential for nu rse managers to maintain a healthy professional and personal life bal ance, this finding has two key 108 implications. Firstly that relianc e on t he support of family may be a result of lack of support from others, such as nursing collea gues. Secondly, it suggests that nurse managers have assumed positions that have unsustainable workloads, and hence r equire s careful conside r a t i o n of whether this will result not only in an ineffective nurse manager, but a deeply overburdened nursing professional who may inv ariably bur n-out and give up their work. It is pleasing to identif y within this study, that other nurse managers and the health care organization may be supp ortive in the midst or in the aftermath of ethical conflict. Although support may not negate the experiences and consequences of Isolation in its totality, this findin g suggests a degree of understanding , and need to provide nurse managers with professional su ppor t in the face of, and in the aftermath of ethical conflict. The findings from Gaudine and Beat on’s (2002) study like wise identify the theme of support as a key factor which mitigates ethical conf lict. One of the aims of this study wa s to identify what may be done to reduce the outcomes of ethical conflict for nurse managers. This research finding has clearly identified that provision of support is a key factor in reducing burn-out and attr ition of nurse managers. Alongside this, stronger nursing leadership st ructures and performance will enable the values of the profession to manife s t in the key system s and processes which impact on the services which nurse managers accept immediate responsibility for. 5.5 THE BOTTOM LINE Other than pointing out an example that nurse managers’ wor k with a limited am ount of money, and that one of the outcomes of ethical conflict may be that nurse manager s leav e their jobs, there is no 109 comparative theme to t he conceptual category of the Bottom Line in the foundation study (Gaudine and Beat on, 2002). The bottom line is a metaphor which in business and accountancy parlance conc erns an organizations sustainable financ ia l performance (Pav a, 2007; Waddock & Graves, 1997). The term and its focu s on financial performance has more recently been expanded to ‘the triple bottom line’ which includes social and environmental performanc e (an organizations people and the planet) in order to achieve market or business sustainability (Li-Chin & Taylor, 2007; Norman & MacDonald, 2004; Pava, 2007; Wadd ock & Graves, 1997). The Bottom Line experience revealed in the current study, reflects as a starting point, the presence and c hallenge for nurse managers’ of financial sustainability in t heir health care organizations. Howev er, if the major factor driving health care organi z a t i o n s is financi a l sustain a b i l i t y , this study has shown that a consequenc e may be that it does not sustain its nurses and nursing m anag ers. Secondly, from the perspective that nursing contributes to achieving health servic e goals and improved healt h outcomes for populations, this finding also demonstrations that the health ca re organ i z a t i o n may not meet the social needs of t he patients and community they serve. Financ ial sustainab ilit y cannot therefor e be the ultimate measure or yardstick of performance for health care organiza t i o n s ; a triple bottom- line framework is undoubtedly essential, at a funding, policy, organizational and service level. New Zealand’s public health system may well be free to its citizens, but the quality of services that is provided may not nec essarily be of an acc eptable standard within the communities of the health professi ons and patient s. Indeed in the opinion of the present Chief Executive Officer of Counties Manukau District Health Board, “...managing t he quality of care of the acute patient, is more importan t that the bottom line” (Martin, 2008). 110 Use of the bottom line metaphor in some of the participants’ descriptions is surely and indication of the way in which the language of neoliberalis m and business has transcended the social and professional dialogue of health care organiz ations . Whether it is was being used rhetorically or factually by the par ticipants in this st udy cannot be shown. Notwithstandi n g , continue d emphasis on polic ies of cost constraint in New Zealand’s health sector, has been clearly revealed in the social experiences portrayed by the participants in this study. Professional nursing is founded on the values of human caring and morality, clinica l exce llenc e and co mpete n c e , as well as soc ial and community responsibility. Yet this concept ual category demonstrates that nurse manager s may experienc e a profes s i o n a l contex t and relationships that are deeply troublin g and ethically conflicting. On the one hand they endeavor to function with financial lim itat ions and ensure that they have utiliz ed their resource s efficiently and ar e accounta ble for this. On the other hand, to do so may invariably lead to circumstances where the quality of nursing prac tice and patient care is not saf e or is not of a standard necessary to meet patient needs effectively. In this study therefore, the bo ttom line has also bec ome a social experience. The descriptions capt ured by this category provide an indication that when nurse manager s can not tolerate their experie n c e s of ethical conflict that they would leave the organi zation. This is also an im portant indic ation that moral distress was evi dent in the experiences that were provided, as well as validat i o n that ethical conflic t may have the consequence of loss of nurses fr om the organization. This finding reinforces the need for health car e or ganiz ations to actively address the impact that ethical conflict has on indiv iduals such as nurse managers. 111 5.6 BEING AND BECOMING NURSING LEADERS Gaudine and Beaton (2002) highlight learning as a factor which mitigates ethical conflict, and ident ify turnover, burnout and negative feelings as possible outcomes to their experien c e . Even though participants in the present study were enabled to describe the outcomes of ethical conflict as it pertained to patients, staff and the health care organiz a t i o n , they did not directl y do so and tended to focus on the personal and professional outcome s for themselves. This may be attribu t a b l e to lack of compreh e n s i ve knowledge of wh at these br oader outcome s sets might actuall y be, or re lated to fear that revealing these matters was not appropri a t e . The five key themes of this categor y – reflection, learning, motivation, growth and counting the costs of nursing leader s h i p have a transformational dimension that concerns not merely nursing management, but also career long expe rience of the moral dimensions of nursing practice. Because of this , the category implies that ethic a l conflict changes and develops nurs es; from nurses, to managers and to leaders in their profession. Analogous ly, the study by Woods (1997), pointed out enduring career long ethical develop m e n t in nurses, and Nathaniel (2006) similarly identifies that moral distress is a long term and ongoing process which traverses m any stages of nurses’ careers. The costs of nursing leadersh ip identified in this study included physical, and psychological costs and have a consistency with the concept of moral distress. Gaudine and Beaton (2002 ) similarly identified that their participants experienc ed moral distress. As previously explored by Arlen (2001, 2001a, 2002, 2004), moral distress is pervasive in nursing. The vital message from this finding is that nurse managers suffer on a personal level for their patient s, professi o n and st aff. Whether this experie n c e is recogni z e d or underst ood by health care organiz ations is a matter that may only be addressed by further strong advocac y from 112 the profession, alongs ide conc erted effo rts on the part of the health care organization to mitigate the caus es and ens ure provision of support for those who experienc e it. This c onceptual category, and the earlier finding that at times the health care or ganizations bottom line did change, highlights that nurse managers who ar e transformed into nursing leaders by ethical conflict, may also ethically transform the health care organizations in whic h they practice. At least a decade ago, Soffarel i and Brown (1998) explained that professional nursing required more than competent, organiz ing, rational nursing managers to survive in the r apidly changing world of health care. Rather, what was required, in their opinion, was nursing leadership and nursing le ader s, able to transform health services through a focus on empowering people (Soffarelli & Brown, 1998). The nurse leader of the new millenn i u m would need to focus on people and valuing those people, challenging the status quo, and demonstrating high ly ethical behavior (Sofare lli & Bro w n, 1998). Thus, alt houg h manageme nt skills such as plan ning and control are important, it is nursing leadership which will shape th e future of health care. This conceptual category attests not only to these proposi t i o n s , but also challenges managerialism and the notion that m anagement is a function that is the same regardless of the organiz ation or persons to which it relates (Wells, 1999). 113 CHAPTER 6 - CONCLUSIONS AND IMPLICATIONS I wish to conclud e this thesis in the manner in whic h it began in the introductory chapter; by writing in the first person, and by responding to the questions that I pondered from my experience as a nurse manager in New Zealand, namely: • Why was there so much confli c t in nursing manageme n t and was it always a question of fiscal limits? • Were the organization’s values consistent with professional nursing? • Why did I not feel suppor ted and who should have been supporting me in my nursing management role? As well, I will set out what I believe are the key research, education, nursing management and health care organization implications from this study. The Study and its Findings My own experience as a nurs e manager in New Zealan d was an important motivation for this research . In this study I have inves t igated nurse managers’ ethical conflicts wit h their health care organiz ations, and have done so by rep licating a qualitative and desc r iptive Canadian study (Gaudine & Beaton, 2002). My investigat ion of the social experience of eight New Zealand nur se managers was aimed at gaining a deeper understanding of and enhanc e existi n g bu t limited knowledge of values differences or clashe s between nurse managers’ and their health care organiz a t i o n s that result in ethical conflict. Nurse managers experience et hical c onflict because of the duality of professional and organiza tional values that their roles encompass. It 114 h a s also identif i e d that nurse managers are immersed in a contemporary context with fiscal lim its and management practices and objecti v e s which challen g e and at time s defeat both of these valu e sets. The participants in this study revealed that the values whic h underpin their ethic al conflicts with the heal th car e organiz a tion concern: the valuing of their nursing profession; the need for and pursuit of quality in nursing practice; the pursuit of qualit y patient care; the valuing of teams in the health care organiz a t i o n ; and safety. I can attest to the importan c e of and pursuit of these values in my own practic e and the persist e n t feeling that I was no t valued by my nursing manag ement colleagues and general managers. This study has also revealed that whilst the values of nurse managers and health care organiza t i o n s do diffe r and clash in some respects, they may also be shared. Thus, when the health care organization does not practice according to its values, nurse managers respond by advo cating for those shared values. As I reflec t again on my experience, I can now identify the failure of the health care organiz ation to act in congruence with its stated values. Rather, they had become very much rhetoric. Because nurse managers are advocates who are strongly influ enced by professional values, it brings them int o conf lict with a number of dimensions and people in the health care organization such as non- clinical managers, other health care professionals such as medicine, other nurses, as well as the le ss tangible systems, processes and culture of the organiz at ion. The advocacy proce ss may be impaired by the isolatio n which nurs e managers’ experience. At times the nurse managers’ isolation may be a consequenc e of organ iz ational structure, and cultur e , or it may be a deliberate soc ial res pons e to a situation, such as failure by the health care organization to include the nurse manager in importa n t or relevan t decis ion-making. When experiencing ethical conflict , nurse managers need and sometime s receive support 115 from their families, friends, other nurses and nurse managers or non- clin i c a l managers . Support is an importa n t factor which mitiga t e s or improves the experience of et hica l conflict which nurse managers encounte r . I know now that I was sever ely isolated in my nursing management work and did not receiv e the support that I needed from my colleagues, both nur sing and general management. When confronting and challenging the health car e organiz ations’ bottom-lines, such as fiscal limits, professiona l group preferences or inappropriate processes of decis ion making, the nurse manager may in turn encoun t e r their own botto m line. As a consequ e n c e nurse managers may leave their jobs for other nursing work, or other health care organizations. I see now that I also left my first nursing management role for all these reasons and that this experience has been shared by other nurse managers. A continuation of moral experiences throughout their careers, values clashes and ethical conflict transforms nurse managers to nurse leaders, who may in turn have an impac t on the ethical life of the health care organization. Nursing managem ent advocacy should theref ore be seen is an important if not vital contribution to the ethical dev elopment of the healt h care organization; givi ng subs tan c e and expecta t i o n to the values which the health care organization espouses. It is evident that some of the nurse managers in this study described experiences consistent with the conc ep t of moral distre s s , for exampl e when they experienced physical and psych ological suf f ering, barriers to their participation in decision making, or social is olation in their roles . Certainly not all of nursing management ethical conflict issues may be easily or effectively resolved, however the ability to raise the issues and advocate in a meaningful way, with strong support from colleagues, is necessary in order to prevent nurse managers suffering the 116 c o n s e q u e n c e s of moral distress . In my own way, despite leaving my first nursing management role, undertaking this research is part of my own professional and pers onal ethical transfor m a t i o n . Research Limitations and Implications R e c o g n i z i n g that the strengt h s of qualit at i v e research rest in the identificatio n of meaning, insight and conce ptual deve l opment, I was still somewhat disappointed that eight month s of recruiting endeavors only provided eight participants for this resear ch. I have considered that perhaps even though anony mity wa s assured for prospective participants , given the findings in this study, there were risks in ‘revealing’, that other prospective participants were not prepared to take. Further possible reasons for the low number of participants might be that nurse managers are generally too busy to participate, or they would prefer not to dwell on that which already causes them great anxiety and that they cannot fix. It may also be the case that many prospec t i v e nurse manager s do not expe rience ethical conflict or do not recognize that this is the case. No netheless, the findings from this research coupled with many key similari ties to the descriptive findings in Gaudine and Beaton’s (2002) study, and multiple insights identified in the literature review, mean that so me conceptual generalis ability is appropriate, particularly concerning the values at issue, alongside the themes of advocacy, is olatio n , and support. I have noted in Chapter 3 that the term nurse manager was used functionally in the recrui t m e n t proces s , rather th at in a role or title specific manner. Bec ause nurse manager s work at differe n t structu r a l and influential levels of health care organizations, it may have implications for the findings from this research. For example, nurse managers practice in different clinic al, operational or strategic levels, and there may be different experienc es for those who are perhaps practicing further up the nursing m anageme n t hierarch y . In this regard 117 f u t u r e researc h could examine and c ontrast the experiences of ethical conflict that nurse managers hav e when they are situated at different hierarchical levels of the health care organization, or have diff erent levels of fiscal account ability. Other future research implicated by this study is an examination of the health car e organiz a tions infrastruc ture, with a view to iden tifying communications, decision-making and support mechanisms or barriers for nurse managers . Another area fo r future resear c h is nursin g managers in primary health car e. T here were three managers in this study who practiced in primary health ca re, and it is relevant to consider how this different health sector context implicates nurse managers’ experie n c e s of ethical conflic t . Future research could also examine the extent to which health care organizations act ually ‘wa lk their value s talk’ or whether espoused values are simp ly rhetoric and not practised. Since bully ing of nurs e manager s in the health care organization was highlighted by this study, in partic ular by their medical counterparts, there is undoubtedly a need to invest igate this experience and its prevalence more closely. In particula r future research should examine bully ing and its relationship to the experi e n c e of ethica l confli c t and moral distress in health care organizati o n s . Future research could als o explore power group culture and behavio rs in health care organiz ations and the possible experiences of oppressi on in different professional or organizational groupings more specifically. Education Health serv ice managers who do not or iginate from a clinical profession, have much to learn in regard to heal th professional values, inc luding how and why these ar e mani fest and critical to an effective health care organization. In a ver y real sens e, the nurs e manager s’ descriptions in this study gave context to values in health care manageme n t . Clinical 118 p r o f e s s i o n a l manage r s , such as nurse managers, also need to learn that perhaps their general ma nagement peers lack knowledge and understanding of the values upon which clinicians practice. General Managers may themselves be unabl e to influenc e improvements beyond the scopes of their fiscal resour ces. The implications of this however, rest unequiv ocally at a health system funding and policy level. I am conscious that nursing has it s own share of nurses who bully, however, there is als o further organiza t i o n a l learning needed to address organizational culture and its relations hip to the social experience of bully ing. Education, which has as its focus, respect between and amongst professional groups is a vital st ep, necess ary for achieving substantive change in a culture of bullying which may be present and very destructive in health care organizations. I have considered why it may be that health care organizations may not act in congrue n c e with their stat es val ues . Firstl y , it ma y be an individu a l problem of lack of knowledge of these values; consequently education is implic ated. Secondly, it may be a problem of implementation. In this regard, the learning is perhaps about how a health care organization manifests or operationaliz es its val ues. Some learning needs to be contextu a l i z e d in order for it to make sense to a learner. Finally, it may be an issue of chosen ignoranc e. This thesis itself perhaps will provide a valuable learning tool to address this. Nursing Management Implications This study has helped to identify that values clashes and ethical conflict may well be an inevit able occurrenc e in nursing management practice and perhaps answer s the question of why I personally experienced so much conflict in my own nursing management role. A key implication for nurse managers, is not to feel as though it is a personal and negative experience. Rather that the experience is part of an organization wide 119 ethical dev elopment process, withi n whic h the nurse managers play an important role in the development of an ethically sound health care organiz a t i o n . The second major implica t i o n for nursing managem e n t practice is the need to enhance peer and pr ofe ssional support for nurse managers, for example by ensuring t hat nurse managers are able to articulate their values and ethical conflict experiences with other nurse managers , includin g other more s enior nursing managers. A third nursing management implication and closel y related to the second is the need to evaluate nursing and general management infrastructure for elements that may exac erbate the experience of isolation. Nurse managers with appropriate and effective support wi ll have some of the effects of ethical conflict mitigated. Health Care Organization Implications Rather than silenc ing nur se managers who advocate, or placing barriers in the way of their participation in dec ision-making, health care organizations must recogniz e that nurse managers’ represent the values of quality nursing practic e and patient care and safety. These views and values are essential to the achievement of the health care organizations objectives. This is not to say that others do not bring these view points forward, but to em phasize that nursing is driven by its patient focused values, and to ignore them is to risk ignoring patient needs. Since this study has described that nurse managers may play a critical role in the ethical dev elopment and soundne s s of health care service s , there is a need to evaluat e organiza t i o n a l structur e and cultur e, and the ways in which these may impair nur sing management advocacy. Failure to do so may result in the cont inued and unnec essary attrition of valuable nursing leaders from the health care organization and profession as well as the values which they demonstr ate the willingness and ability to represent. 120 APPENDICES Appendix I: Invitation to particip ate in research distributed by the Nurs ing Council of New Zealand Appendix II: Invitation to partic ipate in researched listed on College of Nurses Aotearoa website Appendix III: Research Information Sheet Appendix IV: Participant Consent Form Appendix V: Biogra phical & Professional Data Collection Form Appendix VI: Interview Schedule 121 APPENDIX I DEPARTMENT O Privat e Bag 11 222 Palmers t o n Nort h Ne w Ze aland Telepho n e : 64 6 356 9099 Facsim i l e : 64 6 350 5661 AN INVITATION TO PARTICIPATE IN RESEARCH - NURSE MANAGE RS’ ETHICAL CONF LICT WITH THEIR HEALT H CARE ORGANIZATIONS DEAR COLLEAGUE, • It is my pleasure to invite you to participate in this qualitative research, concerning Nurse Managers’ ethical conf lict with their health care organizations. My name is Linda Chalmer s, and I am a RGON currently studyin g for a Master in Management (Health Service Management) at Massey University; this research pr oject fulfils part of this degree. • The resear c h aims at gener ating inc r eased knowledge and understanding of the phenom enon that is of im portance to Nurse Managers, the nursing profession, and other key healt h care stakeho l d e r s . • Approximately 15 participants will be selected for the project who will be registered nurses with the Nursing Council of New Zealand, hold a current practising certif icate and have at least one years experience as a Nurse Manager (or analogous title) in the last 5 year s within the New Zealand health sector. • Collection of data is by way of completion of a brief written questionnaire and per sonal tape recor ded interview. The next round of interviews will be conducted from July to October 2006. • Should you wish to have further in formation regarding the research, or you wish to participate, please phone or email the researcher Linda Chalmers: Email: l.chalmers@inspire.net.nz Phone: (09) 276 5844. • Ethics appr oval – this project has been reviewed and approved by the Massey University Human Ethics Co mmittee Southern A: Application 06/17. If you have any concerns about the conduct of this research, please con t act Dr Joh n O’Ne ill, Chai r, Mas sey Univer sity Human Ethics Committee: Southern A, telephone (06) 350 5799 x 8635, email humanethicssoutha@massey.ac.nz . • This invitat ion as been sent with the kind assistance of the Nur sing Counc il of New Zealand; no personal information or contact details have been revealed to the researcher in this undertaking. 122 APPENDIX II Priv ate Bag 11 222 Pal mers t o n Nor th New Zealan d . Teleph o n e : 64 6 356 9099 x2777 Tel epho n e : 64 6 35 6 9 099 Facsim i l e : 64 6 350 5661 Fac s imi l e : 646 350 5661 AN INVITATION TO PARTICIPATE IN RESEARCH - NURSE MANAGE RS’ ETHICAL CONF LICT WITH THEIR HEALT H CARE ORGANIZATIONS DEA R COLLEAGUE, • It is my pleasure to invite you to participate in this qualitative research, concerning Nurse Managers’ ethical conf lict with their health care organizations. My name is Linda Chalmer s, and I am a RGON currently studyin g part time for a Master in Management (Health Service Managem e n t ) at Massey Univers i t y ; this researc h project fulfils part of this degree . • The resear c h aims at gener ating inc r eased knowledge and understanding of the phenom enon that is of im portance to Nurse Managers, the nursing profession, and other key healt h care stakeho l d e r s . • Up to 15 participants will be se lected for the project who will be registered nurses wit h the Nursing Council of New Zealand, hold a current practising certif icate and have at least one years experience as a Nurse Manager (or analogous title) in the last 5 year s within the New Zealand health sector. • Collection of data is by way of completion of a brief written questio n n a i r e and persona l tape recor de d intervi e w , the second round of which will be conduc ted from September to December 2006. • Should you wish to have further in formation regarding the research, or you wish to participate, please phone or email the researcher Linda Chalmers: Email: l.chalmers@inspire.net.nz Phone: (09) 276 5844. • Ethics appr oval – this project has been reviewed and approved by the Massey University Human Ethics Co mmittee Southern A: Application 06/17. If you have any concerns about the conduct of this research, please con t act Dr Joh n O’Ne ill, Chai r, Mas sey Univer sity Human Ethics Committee: Southern A, telephone (06) 350 5799 x 8635, email humanethicssoutha@massey.ac.nz . • This invitat ion as been establis hed on this webs ite with the kind assistance of the College of Nur ses Aotear oa; no personal infor m ation or contact details have been reveal ed to the researcher in this undertaking. The College of Nurses Aotearo a is not a part of the research project other than to assist with recruitm e n t . 123 APPENDIX III Private Bag 11 222 Pal mers t o n North New Zealan d New Ze alan d . Telepho n e : 64 6 356 90 99 Facsimi l e : 6 46 350 566 1 NURSE MANAGERS’ ETHICAL CONFLICT WITH THEIR HEALTH CARE ORGANIZATIONS RESEARCH PROJECT INFORMATION SHEET Researcher Introduction T h a n k you for your interest in this propos e d resear c h projec t . I am Linda Chalmers, a Registered General & Ob stetric Nurse who is currentl y a full time tertiary student completi ng a Master of Management (Healt h Service Management) through the Depar tment of Management, College of Business , Massey Universi t y . This qualitative research project ai ms at describ i n g the experie n c e s of Nurse Managers’ et hical conflict with their health care organizations, and replicates a study undertaken in C anada in 2002. The findings from this research will facilitate growth in both knowle dge and understandin g of the phenomenon that is of im portance not only for the nursing profession but to other stakehol ders in the health sector. P a r t i c i p a n t Recruitm e n t Participant s have been recruited wit h the support and assistance of two professi o n a l nursing bodies in New Zealand. Approximately 15 participants will be selected for study who will meet the following criteria: • Current registration with the Nursing Counc il of New Zealand • Current practising certificate issued by the Nursing Council of New Zealand • At least 1 year experience as a nursing manager in a primary, secondary or tertiary health care organization Whilst there may be benefits for you associated with reflections on ethical nursing management practi c e , it may be possib l e that you experience some psy chological distre ss arising from your recollections and reflections of ethical conflict. If this occurs, then measures will be suggested to help you to cope with this distress. Participant s should be aware that t he disc losure of information during interviews that relates to an illeg al or unla wful act, may under certain circums t a n c e s be subject to refe rral to the appropriate legal or disciplinary entity. 124 Should you choose to be a partici pant in this research you may be reimbursed for the reasonable cost of travel whic h you incur to attend the research interviews. Project Procedures • You will be invited to complete a brief written bio graphica l and profession al questio nnaire tha t will gat her information requ ired to broadly describe the biograph ic al and prof essional ch aracteristics of the study group. • You will be invited to attend a personal interview with me lasting approximately 60-90 minutes. The inte rvie w will be tape recorded . The key questio ns that you will be ask ed dur ing the intervie w will inclu de: i) Describe any ethical conflict yo u have had with your health care organization in your role as a Nurse Manager. ii) Describe the factors that eased the conflict. iii) Describe the factors that worsened the conflict. iv) Describe the personal, profe ssional and organizational outcomes resultin g from that conflict . • The tape recording of our interview will later be transcr i b e d to written form by myself. This transcript will be posted to you for verification prior to data analysis. • All data gathered from interviews or the written quest ionnaire will be treated with confiden t i a l i t y . Each partic ip a n t will be referred to throughout the project by pseudonym or letter. Your name and any other identifiable data or materials will not be availa ble to anyone other than the researcher and the resear ch supervisors identified below. • A summary of the research will be m ade available to you at the end of the study. • A masters thesis will be written fr om the completed research and may be followed by academic papers, articles or conference materials. • Data or materials arising from the study will be maintained by the researcher in a sec u re place thr oughout the duration of the research project. Once the project is comple ted, research tapes will be returned to you should you desire or will be securel y stored alongsi d e all other researc h materia l s arising from data collect i o n and analysi s for a period of five years by the Department of Management, Massey University Palmerston North. After this peri od these materials will be des t royed following usual research protocols. P a r t i c i p a n t s Rights You are under no obligation to accept this invitation. If you decide to participate, you have the right to: • Decline to answer any particular question • Withdraw from the study • Ask any questions about the study at any time during participation 125 • Provide inf ormation on the underst anding that your name will not be used unles s you give permission to the researcher • Be given access to a summary of the project findings when it is concluded • Ask for the audio tape to be turned o ff at any time during the interview Thank you for your interes t in this researc h project and for taking the time to read this informa t i o n sheet. If you would lik e to take part in this research, or you would like to discuss your participation in more detail, please contact me by phone or email at first instance using the following contact details: Linda M Chalmers Ph (09) 276 5844 Email: l.chalmers@inspire.net.nz S h o u l d you need to, you may also cont act the following res earch supervi s o r s : • Dr Craig Prichard (Senior Lecturer) Departm ent of Management Ph (06) 3569099 Ext 2244 • Dr Denise Wilson (Senior Lectu rer in Nursing/Albany Campus Co-ordin a t o r ) School of Health Sciences Ph (09) 414 0800 Ext 9070 Ethics Approval This projec t has been reviewed an ap proved by the Massey Univ ersi t y Human Ethics Committee: Southern A, Application 06/17. If you have any concerns about the conduct of this research , please contact Dr John O’Neill, Chair, Massey Univ ersity Human Ethics Committee: Southern A, telephone (06) 350 5799 x 8635, email humanethicssoutha@massey.ac.nz . 126 APPENDIX IV DEPARTMENT OF MANAGEME Privat e Bag 11 222 Palmers t o n Nort h Ne w Ze aland Telepho n e : 64 6 356 9099 Facsi m i l e : 64 6 350 5661 NURSE MANAGE RS’ ETHICAL CO NFLICT WITH THEIR HEALTH CARE ORGANIZATIONS PARTICIP ANT CONSENT FORM This cons ent form will be held for a period of five (5) years by the Department of Managemen t, College of Busine ss, Massey Univer sity, Palmerston North. I have read the Information Sheet and have had the details of the study explain e d to me. My questions have been answer ed to my satisfaction, and I understand that I may ask fu rther questio n s at any time. I agree/do not agree to the in terview being audio taped. I wish/do not wish to have my tapes returned to me. I am aware that disclosure of information during interviews that relates to an illegal or unlawful act, may under certain circumstances be subject to referral to the appropriate legal or disciplinary entity. I agree to participate in this study under the conditions set out in the Informa t i o n Sheet. Signature: ……………………………………………. Date:… … … … … … … … … … . . Full Name – printed: …………………………………………………………………… 127 APPENDIX V P r i v a t e Bag 11 222 Palmers t o n Nort h Ne w Ze aland Telepho n e : 64 6 356 9099 Facsi m i l e : 64 6 350 5661. Nurse Man agers Ethical Confli ct with their Health Care Organizations Biographical and Professional Data of Research Participants Dear Research Participant, Thank you for volunteering to participate in this research project and for providing me with your written informed consent to do so. Please complete the following biographical and professional data collection form, and return to the researcher on the day of your personal interview. The information will be utilized to broadly describe the biographical and professional characteristics of the group of participants under study. Please be assured that any unique characteristics that my identify you or your employer will not be included in data analysis, the research report or any other research publication. If you have any questions or concerns about this data collection form or any other aspect of the research please do not hesitate to contact me. Thank you. Linda M Chalmers. (Please complete the form using a biro). 1. Title of your current nursing position and area of practice: ................................................................................................. (position will not be reported). 2. Gender: (please specify).............................. 3. Age (tick ; one box): Under 30 years … 31 - 40 years … 41- 50 years … Over 51 years … 4. Nursing Qualification(s) (tick; one or more boxes): RGON … R Comp Nurse … Diploma of Nursing … Bachelor of Nursing … Other (please specify)……………………………… 128 5. Other completed tertiary qualifications (tick; one or more boxes): Bachelors Degree … (please specify type)………………………… Post graduate certificate … (please specify type)………………………… Post graduate diploma … (please specify type)………………………… Masters Degree … (please specify type)………………………... Other (please specify)................................................ 6. Please specify any tertiary qualifications that you are currently enrolled in and working towards......................................................... 7. How many years in total have you practiced as a registered nurse (tick; one box): Under 5 years … 6-10 years … 11-15 years … 16-20 years … 21-25 years … 26-30 years … 31-35 years … 36-40 years … Over 40 years … 8. Please list the Nurse Manager positions you have held, including any currently held, the areas of nursing practice of those positions, and how long you have held or had held that position (e.g. - Charge Nurse Manager, Critical Care, 3 years 6 months; Team Leader, Medical Nursing, 2 years)( you need only specify your last 3 different Nurse Manager positions): i) Title:..................................Area of practice:......................Years held:...... ii) Title:..................................Area of practice:......................Years held:...... iii)Title:..................................Area of practice:.......................Years held:..... 9. Please specify the total number of years experience you have as a Nurse Manager:............ 129 APPENDIX VI Private Bag 11 222 Private Bag 11 222 Palmers t o n Nort h Ne w Ze aland Telepho n e : 64 6 356 9099 Facsim i l e : 64 6 350 5661 NURSE MANAGE RS ETHICAL CO NFLICT WITH THEIR HEALTH CARE ORGANIZATIONS INTERVIE W SCHEDULE Participant s will be interviewed ut iliz ing a semi-structured and an open- ended method based on the following four questions: 1).Describe any ethical conflict y ou have or have had with your health care organization in your role as a Nurse Manager. 2) Describe the factors that eased the conflict. 3) Describe the factors that worsened the conflict. 4) Describe the personal, profe ssional and organizational outcomes resultin g from that conflict . The definition of ethical conflict pr ovided for participants if required will be: • Any situation where the nurse managers’ val ues differed from or clashed with those of the health care organization and the nurse manager experienced conf lict as a result (Gaudine & Beaton, 2002). Gaudine, A. P., & Beaton, M.R. (2002). Employed to go agains t one’s values: Nurse managers’ accounts of ethical conflict with their organizations. Canadian Journal of Nursing Research, 34, (2):17-34 . 130 REFERENCES Aberbach, J., & Christensen T. (2001) Radical reform in New Zealand: Crisis, windows of opportunity, and rational actors. Public Administration, 79, 403-422. Aiken, L., Clarke , P., Cheung , R., Sloane, D., & Silb er , J. (2003 ) . Educational lev els of hospital nurses and surgic al patient mortalit y . Journal of the American Medical Association, 290 (12), 1617-1623. Aiken, L., Clarke, S., & Sloane, D. ( 2000). Hospital restructuring: Does it adversely affect care and outcomes. Journal of Nursing Administration, 30, 457-465. Aiken, L., Clarke, S., & Sloane, D. ( 2002). Hospital staffing, organization, and qualit y of care: Cr oss-na t i o n a l findings . International Journal of Quality in Health Car e , 14 (1), 5-13. Aiken, L., Clarke, S., Sloane, D., Sochal s k i , J., Busse, R., Clarke, E., et al. (2001). Nurses’ report on hospita l care in fiv e countries . Health Affairs, 20 (3), 43-53. Aiken, L., Clarke, Sloane, D., Sochalsk i, J., & Silber, J. (2002). Hospital nurse staffing and patient mortalit y , nurse burnout, and job satisfaction. Journal of the American Medical Association, 288, 1987-1996. Arries, E. (2005). Virtue ethics: an appr oac h to moral dilemmas in nursing. Curationis, 28 (3), 64-72. Allen, R.E. (Ed.). (1990). The concise Oxford dictionary (8 th Ed.) . Oxfo r d : Clarendon Press. Arlen, J.A. (2001). Moral di stress: A pervasive pr oblem. Orthopaedic Nursing, 20 (2), 76-80. Arlen, J.A. (2001a). T he nursing shortage, pati ent care, and ethics . Orthopaedic Nursing, 20 ( 6 ) , 61-65. Arlen, J.A. (2002). W hen there are limits on health care resources. Orthopaedic Nursing, 21 ( 4 ) , 69-73. Arlen, J.A. (2004). W anted – Nurses: Ethical iss ues and the nursing shortage. Orthopaedic Nursing, 23 (4), 289-292. 131 Armstrong-Stassen, M. (2003). Dimensi ons of control and nurses’ reactions to hospital amalgamation. International Journal of Sociology and Social Policy, 23 (8/9), 104-128 . Ashton, T. (1995). From evolution to revolution: Restructuring the New Zealand health system. In D. Seedhouse (Ed.), Reforming health care: The philosophy and practice of international health reform (pp. 85-93). New York: Wiley & Sons. Ashton, T., Mays, N., & Devlin, N. (2005). Continuity through change: The rhetoric and reality of health reform in New Zealand. Social Science & Medicine, 61, 253-262. Basset, M. (1976). The third Labour government . Palmerst o n North, NZ: Dunmore Press. Beardwo o d , B., Walter s , V., Eyles, J., & French, S. (1999). Complain t s against nurses: A reflection of ‘the new managerialis m’ and consumeris m in health care. Social Science and Medicine, 48, 363-374 . Bell, S.E. (2003). Nurses’ ethic al conflicts in per formance of utilizations reviews. Nursing Ethics, 10, 541-554. Blank, R. (1997). Hea lth policy. In R. Miller, (Ed.), New Zealand politics in transition (pp. 268-276) . Auckland, NZ: Oxford University Press. Blegen, M., Goode., C., & Reed, L. (1998). Nurse staffing and patient outcome s . Nursing Research, 47 ( 1 ) , 43-50. Blegen, M., & Vaughan, R. (1998). A mu ltisite study of nurse staffing and patient occurren c e s . Nursing Economics, 16 (4), 196-203. Boston, J., & Dalziel l , P. (1992). The decent society? O xf o r d : Oxfor d University Press. Boston, J., Martin, J., Pall ot, J., & Walsh, P. (1996). Pubic management: The New Zealand model. Auckland , NZ: Oxford Univers i t y Press. Brook Cowen, P.J. (1997). Neo-li beralism. In R. Miller (Ed), New Zealand politics in transition (pp. 341-349 ) . Aucklan d , NZ: Oxford Univ ersity Press. Brosnan, J., & Roper, J. (1997). The real ity of politic a l ethical conflic t s : Nurse manager dilemmas . Journal of Nursing Administration, 27 (9), 42- 46. Brown, J. (Ed). (2005) . Employment law guide (7 th ed.). Wellington, NZ: LexisNexis. 132 B r y m a n , A., & Bell, E. (2003) . Business research methods. Oxfor d : University Press. Buchanan, J., & Calman, L. (2006). The global shortage of nurses: An overview of issues and actions . Geneva: International Council of Nurses. Bullis, C. (1993). Ethical Nexus . Norwood, NJ.: Ablex. Burke, R.J. (2003). Nursing staff attitudes following restructuring: The role of perceived organizational support, restruct u r i n g processe s and stres s o r s . International Journal of Sociology and Social Policy, 23 (8/9), 129-157. Burke, R.J. (2003a). Healthca re restructuring in Canada. International Journal of Sociology and Social Policy, 23 (8/9), 1-7. Butz, A., Redman, B.K., & Fry, S.T. (1998). Ethical conflicts experienced by certified pediatric nurs e practit i o n e r s in ambulat o r y setting s . Journal of Pediatric Health C a r e , 12 (4), 183-190. Campbell, T. (2006). What has changed? Examining the impact of organizational change and restructuring on hospital nurses in the Auckland District Health Board. Unpublis hed Masters Dissertation, University of Auckland. Carney, M. (2006). Positive and negativ e out comes from values and beliefs held by healthcare clinici ans and non-clinic ian managers. Journal of Advanced Nursing, 54 (1), 111-119. Carryer, J. (2001). A current perspec tive of the New Zealand nursing workfor c e . Health Manager, 8 (1), 9-13. Castles, F.G., Ferritsen, R. & Vowles, J. (Eds.) . (1996) . The Great Experiment – Labour parties and public transformation in Australia and New Zealand . Auckland , NZ: Auckland Universi t y Press. Castles, F.G., & Shirley, I.F. (1996) . Labour and social policy: Gravediggers or refurbishers of the welfare st ate. In F.G. Castles, R. Ferritsen & J. Vowles (Eds.) , The great experiment – Labour parties and public transformation in Australia and New Zealand (pp. 88-106). Auckland, NZ: Auckland University Press. Cho, S., Ketefia n , S., Barkaus k as , V., & Smith, D. (2003). The effects of nurse staffin g on adverse events, mo rbidity, mortality, and medical costs. Nursing Research, 52 (2), 71-79. 133 Cobden-Grainge, F., & Walker, J. (2002). New Zealand nurses career plans: An investigation into job choices, job satisfaction and educational choices . Christchurch, NZ: CPIT Publishing Unit. Corley, M.C. (2002). Nurse moral dist ress: A proposed theory and research agenda. Nursing Ethics, 9, 636-650. Corley, M., Minick, P., Elswick, R. K., & Jacobs, M. (2005). Nurse moral distress and ethical work environment. Nursing Ethics, 12, 381-390. Cooper, R.W., Frank, G.L., Gouty, C.A., & Hansen, M. (2003). Ethical helps and challenges faced by nurse leader s in the healthcare industry. Journal of Nursing Administration, 33 (1), 17-23. Cummings, G., & Eastabrooks, C.A. (2003). The effects of hospital restructuring that included Iayoffs on indiv idual nurses who remained employed: A systematic review of impact. International Journal of Sociology and Social Policy, 23 (8/9), 8-53. Currie, L., & Watterson, L. (2007). Challenges in delivering safe patient care: a commentar y on a qualit y improvem e n t initiati v e . Journal of Nursing Management, 15, 162-168. Czaplinski, C., & Diers, D. (1998). The effect of staff nursi ng on length of stay and mortality. Medical Care, 36, 1626-1638. Davis, P., & Ashton, T. (2001) . Genera l introd u c t i on: Health and public policy in New Zealand. In P. Davis & T. Ashton (Eds.), Health and public policy in New Zealand (pp.1-20) . Melbourn e : Ox ford Universi t y Press. Davies, H.T., Mannion , R., Jacobs, R ., Powell, A.E. , & Marshal l , M.N. (2007). Exploring the relationship between senior management team culture and hospital performa n c e . Medical Care Research and Review, 64 ( 1 ) , 46-65. Department of Health. (1969). A review of hospital and related services in New Zealand. Welling t on, NZ: Author. Departm e n t of Health. (1972). A comparative study of disease specific length of stay in New Zealand hospitals . Occasion a l pape r (1). Welling t o n , NZ: Author. Departmen t of Healt h. (1975). A Health Service for New Zealand. Welling t o n , NZ: A.R. Shearer . Doane, G., Pauly, B., Brown, J., & McPhers o n , G. (2004) . Explor i n g the heart of ethical nurs ing practic e: Implications for ethics educ ation. Nursing Ethics, 11 (3), 240-253. 134 Dodd, S., Jansson, B.S., Brown-Salt z m a n , K., Shirk, M., & Wunch, K. (2004). Expanding nurses partici p a t i o n in ethic s: An empiric a l examination of ethical activi sm and ethical assertiveness. Nursing Ethics, 11 (1), 15-27. Easton, B. (1997). The commercialization of New Zealand. Auckland, NZ: Auckland University Press. Eden, D. (2002). Replication, meta- analysis, scientific progress and AMJ’s publication policy (editorial). Academy of Management Journal, 45 , 841- 846. Ellis, E. (1994). Research methods in the social sciences . Melbourne: Brown & Benchmark. Faithfu l l , S., & Hunt, G. (2005) . Ex ploring nursing values in th e development of a nurse-led servic e. Nursing Ethics, 12, 440-452 . Field, T. (2003). Workplace bul lying: the silent epidemic. British Medical Journal, 326, 776-777. Finlays on, M.P. & Gower, S.E. (2002). Hospital restructur ing: Identifying the impact on patients and nurses. Nursing Praxis in New Zealand, 18 (1), 27-35. Flick, U., von Kardoff , E., & Steinke, I. (Eds.). (2004). A companion to qualitative research. L o n d o n : Sage. Gastmas, C. (1998). Challenges to nursing values in a changin g nursing enviro n m e n t . Nursing Ethics, 5 (3), 236-245. Gaudine, A., & Beaton, A. (2002). Em ployed to go against one’s values: Nurse managers’ acc ounts of ethical conflict with their organiza t i o n s . Canadian Journal of Nursing Research, 34 ( 2 ) , 17-34. Gaudine, A., & Thorne, L. (2000 ). Ethical conflict in professionals : Nurses’ accounts of ethical conflict wit h organizations. Research in Ethical Issues in Organizations, 2 , 41-58. Gauld, R. (2000). Big bang and the policy prescription: Health care meets the market in New Zealand. Journal of Health Politics, Policy and Law, 20, 815-844. Gauld, R. (2001). Hospitals and Associated Services . In P. Davis & T. Ashton (Eds.) , Health and public policy in New Zealand (pp 219- 236). Melbourne: Oxford University Press. 135 G a u l d , R. (Ed.). (2003). Continuity amid chaos: Health care management and delivery in New Zealand . Dunedin, NZ: University of Otago Press. Gelinas, L, S., & Manthey, M. (1997). The impact of organizational redesign on nurse exec utive leadership. Journal of Nursing Administration, 27 (10), 35-42. Gibbs, A., Fraser, D., & Scott, J. (1988). Unshackling the hospitals: Report of the hospital and related services taskforce . Wellin gton, NZ: Hospita l and Related Services Taskforce. Gower, S., Finlays on, M., & Turnbull, J. (2003). Hosp ital restructuring: The impact on nursing. In R. Gauld (Ed.), Continuity amid chaos – Health care management and delivery in New Zealand (pp 123-136). Dunedin, NZ: Univers i t y of Otago Press. Grinspun, D. (2003). Part -time and casual nursing work: The perils of healthc a r e restruc t u r in g . International Journal of Sociology and Social Policy , 23 ( 8 / 9 ) , 54-80. Gustafson, B. (1997). New Zealand Polit ic s 1945-19 84. In R. Miller (Ed.), New Zealand politics in transition (pp. 3-12). Auckland, NZ: Oxford University Press. Health Benefits Revi ew Commit t e e . (1986) . Choices for health care. Report of the Health Benefits Review Co mmitt e e . Welling t o n , NZ: Author. Heinz, D. (2004). Hospital nurse staffing and patients outcomes. Dimensions of Critical Care Nursing, 23 (1), 44-50. Hendel , T., & Steinm a n , M. (2002) . Isr aeli nurse managers’ organization al values in today’s health care environment. Nursing Ethics, 9, 651-662. Hutchins o n , M., Vickers , M., Jackson , D., & Wilkes, L. (2006). Workplace bully ing in nursing: Toward a more critical organizational perspective. Nursing Inquiry, 13 (2), 118-126. Ingersoll, G.L., Cook, J., & Fogel, S. (1999). The effect of patient-focused redesig n on midleve l nurse manager s ’ role respons i b i l i t i e s and work enviro n m e n t . Journal of Nursing Administration, 29 (5), 21-27. International Counc il of Nurses. (2006). The global nursing shortage: Priority areas for intervention. G e n e v a : Author. International Counc il of Nurses. (2006a). The ICN code of ethics for nurses. Geneva: Author. 136 J a c o b s , K. (1994). The manageme n t of health care: A model of control. Health Policy, 29, 157-171. James, C. (1997). The policy revolu tion 1984-1993. In R. Miller (Ed.), New Zealand politics in transition (pp. 13-24). Aucklan d , NZ: Oxford University Press. Johnsto n e , M. (2004). Bioethics: A nursing perspective (4 th ed.). Sydney: Churchill-Livingstone. Kalvemark, S., Hoglund, A.T., Hansson. M.G., Westerholm, P., & Arnetz, B. (2004). Living with conflict - ethical dilemmas and moral distress in the health care system. Social Science and Medicine, 58, 1075-1084. Kellen, J.C., Oberle, K., Girard, F ., & Falkenbe r g , L. (2004). Explori n g ethical perspec t i v e s of nurs es and nurse manager s . Nursing Leadership, 17 (1), 78-87. Kelsey, J. (1993). Rolling back the state . Wellington, NZ: Bridget Williams. Kelsey, J. (1997). The New Zealand Experiment . Welling t o n , NZ: Bridg e t Williams. Lathlean, J., & Farnish, S. (1984). The ward sister training project: An evaluation of a training scheme for ward sisters . Nurse Education Research Unit, Department of Nursing Studies, Chelsea Colleg e, University of London. Laugese n , M. (2005) . Why some market reforms lack legitimacy in health care. Journal of Health Politics, Policy and Law, 30 , 1065-110 0 . Lemieux- C h a r l e s , L., & Hall, M. (1997). When resourc es are scarce: The impact of three organizational practices on clinician-m anagers. Health Care Management Review, 22 (1), 58-69 . Lewis, M.A. (2006). Nurse bullying : Orga nizational considerations in the maintenance and perpetration of health care bully ing cultures. Journal of Nursing Management, 14, 52-58. Li-Chin, J.H., & Taylor, M.E. (2007). An empirical analysi s of triple bottom- line reporting and its determinants: Ev idence from the United Stat es and Japan. Journal of International Financial Management & Accounting, 18 (2), 123-150. Lincoln, Y. S., & Guba, E.G. (1989). Naturalistic inquiry . Newbury Park, CA: Sage. 137 Llewelly n, P.E. (2007). T he Evidence of Leadership. Health Care Manager, 26 (3), 249-254. Martin, G. (2008, May). Opening address at the national emergency service quality forum. Together - Achieving Quality in Our Emergency Departments. Wellingt on, NZ. Martin, J.R. (2001). The Pub lic Service. In R. Miller (Ed.), New Zealand government and politics (pp. 132-144 ) . Aucklan d , NZ: Oxford Univers i t y Press. Massey Universi t y . (2005). Code of ethical conduct for research, teachin g and evaluations involving human participants. Retrieved February 4, 2006 from http://humanethics.massey.ac.nz/massey/research/ethics/human-ethics McCloskey , B., & Diers, D. (2005). Effects of New Zealand ’ s health reengineering on nur sing and patient out comes. Medical Care, 43 , 1140-1146. McGrath, P., Holewa, H., & McGrath, Z. (2006). Nursing advoc acy in an Australian multidisciplin ary cont ext : Finding s on medico- c e n t r i s m . Scandinavian Journal of Caring Science, 20, 394-402. Miller, R. (1997). New Zealand politics in transition . Auckland , NZ: Oxford University Press. Miller, R. (1997a). The New Zealand First Party. In R. Miller (Ed.). New Zealand politics in transition ( p p . 165-176 ) . Auckl an d , NZ: Oxford University Press. Ministry of Health. (2000). The New Zealand Health Strategy . Wellington, NZ: Author . Ministr y of Health. (2001). The New Zealand Disability Strategy . Welling t o n , NZ: Author . Ministr y of Health. (2001a) . The New Zealand Primary Health Care Strategy. Wellingto n , NZ: Author. Ministry of Health. (2002). He Korowai Oranga - Maori Health Strategy. Wellingt o n , NZ: Author. Nathani e l , A. (2006). Mo ral reckoning in nursing. Western Journal of Nursing Research, 28 , 419-438. National Health Com m ittee. (2007) . About us. Retrieved November 25, 2007, from http://www.moh.govt.nz/moh. nsf/inde xcm/nhc-aboutus-role 138 Needham, A. (2003) . Workplace Bullying: The costly business secret. Auckland, NZ: Penguin. Needlema n , J., Buerhau s , P., Mattke, S., Stewart, M., & Zelevinski, K. (2002). Nurse-staffing levels and t he quality of care in hospitals . New England Journal of Medicine, 346, 1715-1722. New Zealand Nurses Organization. (2007). DHB/NZNO Nursing and Midwifery Multiemplo yer Collec tive Agree m ent. Retrieved March 4 2008, from http:// www.nzno.org.nz/Site/Ca mpaigns/Fair_Play.aspx Norman , W., & MacDon a l d , C. (2004) . Ge tting to the bottom of triple bottom line. Business Ethics Quarterly, 14 (2), 243-262. North, N., Hughes, F., Finlayson, M., Rasmussen, E., Ashton, T., Campbell , T., et al. (2004) . The cost of nursi ng turnover and its impact on nurse and patient outcome s: A longitudinal New Zealand study. Ret r iev e d August 8 2007, from http://www.nurse.org.nz/l e a d e r s h i p / l s _ c o s t _ s t u d y . h t m Nursing Council of New Zealand. (2005). Code of conduct for nurses. Wellingt o n , NZ: Author. Page, C., & Meyer, D. (2000). Applied research design for business and management. New York: McGraw-Hill. Pava, M. (2007). A response to getting to the bottom of triple bottom line. Business Ethics Quarterly, 17 (1), 105-110. Peter, E., Lerch Lunardi, V., & Macfarl ane, A. (2004). Nursing resistance as ethical action: Literature review. Journal of Advanced Nursing, 46 , 304- 316. Polit, D.F., & Tatano Beck, C. (2006). Essentials of nursing research: Methods, appraisal and utilization ( 6 t h ed.). Philad e lph ia : Lippinc o t t Williams & Wilkins. Poole, I. (1991) . Te Iwi Maori: A New Zealand population, past, present and projected . Auckland , NZ: Auckland Universi t y Press. Randle, J. (2003). Experience before and throughou t the nursing career. Journal of Advanced Nursing, 43 (4), 395-401. Redfern, S. (1981). Hospital sisters: Their job satisfaction and occupational stability. London: Royal College of Nursing. 139 Redman, B.K., & Fry, S.T. (1996). Ethical conflicts reported by registered nurse/certified diabet es educat ors. Diabetes Educator, 22 , (3), 219- 224. Redman, B.K., & Fry, S.T. (2000). Nurses’ ethical conflict: What is really known about them? Nursing Ethics, 7, 360-366. Redman, B.K. & Hill, M. (1997). Studies of ethi cal conflicts by nursing- practice settings or roles. Western Journal of Nursing Research, 19 , 243-260. Redman, B.K., Hill, M., & Fry, S.T. (1997). Ethica l conflicts reported by certified nephrology nurses (CNN’s) pra cticing in dialys is settings. American Nephrology Nurse Association Journal, 24 (1), 23-34 . Redman, B.K., Hill, M., & Fry, S.T. (1998). Ethica l conflicts reported by certified registered rehabil i t a t i o n nurses. Rehabilitation Nursing, 23 (4), 179-184. Rodney, P. , & Starzomski, R. (1993). Constraints on the moral agency of nurses. Canadian Nurse, 89 (9), 23-26. Rodrik, D. (1996). Understan ding economic polic y reform. Journal of Economic Literature, 34 (1), 9 – 41. Rudd, C. (1997). The welfare st ate. In R. Miller (Ed.), New Zealand politics in transition. (pp. 256-267). Auckland: Oxfo rd University Press. Sandman, L., & Nordmark, A. (2006). Et hical conflicts in prehos pital care. Nursing Ethics, 13, 592-607. Sarvimaki, A., & Sandelin Benko, S. (2001). Values and evaluat i o n in health care. Journal of Nursing Management, 9, 129-137. Sautet, F. (2006). Why have kiwis not become tigers? Reforms, entrepreneurship and economic per formance in New Zealand. Independent Review, 10, 573-597. Scott, C., Fougere , G., & Marwick , J. (1986). Choices for health care: Report of Committee Review Health Benefits. Wellingto n, NZ: Governm e n t Printer . Scott, C.D. (1994). Reform of the New Zealand health care system . Health Policy, 29, 25-40. Seedhous e , D. (Ed.) (1995). Reforming health care – The philosophy and practice of international health reform. New York: Wiley & Sons. 140 Shamian, J., O’Brien-Pallas, L., Thom s o n , D., Alksn i s , C., & Kerr, M.S. (2003). Nurse absenteeism, stress and wor kplace injury: What are the contributing factors and what can/should be done about it? International Journal of Sociology and Social Policy, 23 (8/9), 81-103. Sheward , L., Hunt, J., Hagen, S., McLeod, M., & Ba ll, J. (2005). The relationship between UK hos pital nur se staf f and emotional exha ustion and job dissatisfaction. Journal of Nursing Management , 13, (1) 51-60. S h i r e y , M. E. (2005). Ethical climate in nursing practice : The leader's role. JONA’s Healthcare Law, Ethics and Regulation 7 ( 2 ) , 59-67. Sofarelli, D.,& Brown, D. (1998). The need for nursing leaders in uncertain times. Journal of Nursing Management, 6, 201-207. Strauss, A., & Corbin, J. (1998). Basics of qualitative research: Techniques and procedures for developing grounded theory (2 nd ed.). London: Sage. Street , M. (1997) The labour pa rty , in R. Miller (Ed.) , New Zealand politics in transition (pp. 147-155) . Auckland : Ox ford University Press. Sundin-H u a r d , D., & Fahy, K. (1999). Moral distress , advocacy and burnout: Theorizing the relationships. International Journal of Nursing Practice, 5, 8-13. Tenbens el , T., & Gauld, R. (2001). Models and theori e s . In P. Davis. & T. Ashton (Eds.). Health and public policy in New Zealand (pp. 24-43). Melbourne: Oxford University Press. Thomas, D.R. (2003). A general inductive approach for qualitative data analys is. Retrieved December 4 , 2007, from http://www.health.auck land.ac.nz/h rms/resources.quald atanalysis. html Thomas, D.R. (2006). A general inductive approach for analyz ing qualitative evaluation data. American Journal of Evaluation, 27 , 237- 246. Thorpe, K., & Loo, R. (2003). Bal ancing professional and personal satisfaction of nurse managers, curr ent and future perspectives in a changing health care system. Journal of Nursing Management , 11 , 321- 330. Tourangea u , A., Giovanne t t i , P., Tu, J., & Wood, M. (2002). Nursing - r e l a t e d determinants of 30 day mortality for hospitalized patients. Canadian Journal of Nursing Research, 33 (4), 71-88. Treasury. (1984). Economic management . Welling t o n , NZ: Author. 141 Truman, K.M. (1984). The development of mental health services in the Wellington Region, 1945-1978. Unpublished Master of Arts thesis at Victoria Universi t y , Wellingt o n , NZ. Varcoe, C., Doane, G., Pauly, B., Rodney , P., Storc h , J.L., Mahon e y , K., et al. (2004) Ethical practice in nursing: Working the in-betweens. Journal of Advanced Nursing, 45, 316-325. Von Post, I. (1996). Explorin g ethica l dilemmas in perioperativ e nursing practice through critical incidents. Nursing Ethics, 3 (3), 236-249. Waddock, S.A., & Graves, S.B. (1997). The corporate social performance- f i n a n c i a l performa n c e link. Strategic Management Journal, 3 0 3 - 3 1 9 . Wagner, N., & Ronen, I. (1996). Ethica l dilemmas experienced by hospital and community nurses: An Israeli survey. Nursing Ethics, 3 (4), 294- 304. Walsh, P. (1997). Employment po licy. In R. Miller, (Ed.), New Zealand politics in transition (pp. 277-286 ) . Aucklan d , NZ: Oxford Univ ersity Press. Weber, L.J. (2000). Health care managem e n t ethics: Reflections on quality. Research in Ethical Issues in Organizations, 2, 13-23. Wells, J. (1999). The growth of m anagerialism and its impact on nursing and the NHS. In I. Norman & S. Cowley (Eds.), The changing nature of nursing (pp. 57-81). London: Blackwell Science. Wilson-Bar nett, J. (1973). The work of the unit nursing officer. Nursing Times Occasional Papers, 69 (24), 97-99; 69(25), 101-103. Wood, A. (2001). Nationa l . In R. Miller , (Ed.) , New Zealand government and politics (pp. 242-251). Auckland, NZ: Oxford Univers ity Press. Woods, M. (1997). Maintaining a nursing ethic: A grounded theory of the moral practice of experienced nurses. Unpublish e d Masters Thesis, Massey Universi t y , Palmerst o n North, NZ. Wurzbach, M.E. (1999). Acute care nurses’ experience of moral uncertainly. Journal of Advanced Nursing, 30 (2), 287-293. Young, A.P. (2003). Nurs ing leadership and managem e n t : Organiz a t i o n a l and cultural perspectiv es. In W. Tadd (Ed.), Ethics in nursing education, research and management: Perspectives from Europe. New York: Palgrave McMillan. 142