Anda di halaman 1dari 12

Surgical Team Mapping:

Implications for Staff Allocation


and Coordination
MARK SYKES, MBus, BPsych (HONS); BRIGID M. GILLESPIE, PhD, RN;
WENDY CHABOYER, PhD, RN; EVELYN KANG, MPH, RN

ABSTRACT
Perioperative team membership consistency is not well researched despite being essential in reducing
patient harm. We describe perioperative team membership and staffing across four surgical specialties
in an Australian hospital. We analyzed staffing and case data using social network analysis, descriptive
statistics, and bivariate correlations and mapped 100 surgical procedures with 171 staff members who
were shared across four surgical teams, including 103 (60.2%) nurses. Eighteen of 171 (10.5%) staff
members were regularly shared across teams, including 12 nurses, five anesthetists, and one registrar.
We found weak but significant correlations between the number of staff (P < .001), procedure start
time (P < .001), length of procedure (P < .05), and patient acuity (P < .001). Using mapping, personnel
can be identified who may informally influence multiple team cultures, and nurses (ie, the majority
of team members in surgery) can lead the development of highly functioning surgical teams. AORN J
101 (February 2015) 238-248. ª AORN, Inc, 2015. http://dx.doi.org/10.1016/j.aorn.2014.03.018
Key words: operating room, social network analysis, surgery, teamwork, patient safety.

http://dx.doi.org/10.1016/j.aorn.2014.03.018
ª AORN, Inc, 2015
238 j AORN Journal www.aornjournal.org
February 2015, Volume 101, No. 2 Surgical Team Mapping

M embers of surgical teams work interdepen-


dently to perform complex and varied tasks.1
Crucially, team performance often depends
on team members’ familiarity with each other and with
specific surgical routines.2 However, despite a growing body
RESEARCH QUESTIONS
We asked the following questions to guide this study:

 What proportion of individual staff members involved in


surgery are RNs, anesthesia professionals, surgeons, and
of research to support the relationship between nurse staffing registrars/residents across four surgical teams?
and patient outcomes,3-6 few studies have examined staffing  How many team members are shared across four surgical
in the OR. Several researchers have described the critical role teams?
that membership in surgical teams has in defining team  What are the relationships between the procedure-related
performance.7-10 To foster highly functioning surgical teams, variables of start times, the total number of staff members
consistency in team membership is considered important in per procedure, length of procedure, and patient acuity?
reducing the potential for error and patient harm. However, Length of procedure, patient acuity (ie, illness severity), and
in reality, the stability of team membership is often a luxury the number of staff members involved in each procedure are
as teams comprising nurses, surgeons, anesthesia personnel, considered indicative of the complexity of the surgery11,15 and
and surgical technicians are frequently ad hoc.11 may influence the interpersonal interactions of the team
Managing surgical teams that have dynamic membership can members involved and team performance.10,15,16 Conse-
be made easier by visualizing team membership using a quently, inclusion of these procedure-related variables allowed
technique developed for sociometric analysis. Sociometry is a us to consider team membership in the broader context of OR
method that can be used to map team membership to staffing, the different surgical specialties and types of surgeries
discover existing relationships among these individuals and performed, and patient-related factors.
for disclosing the structure of the group itself.12,13 Using
data sets from the electronic health record (EHR) for pur- SIGNIFICANCE TO NURSING
poses beyond clinical documentation, billing, and adminis- There is limited research that focuses on mapping team mem-
tration is rapidly increasing.14 Best of all, these data are bership and describing the interdisciplinary staffing characteris-
routinely collected as part of the OR electronic register tics of surgical teams using a social network analysis framework.17
that records surgical information about the surgical We used social network analysis to identify team structures based
procedure details, staff attendance, and skill mix. Elements of on the regularity of membership to gain insight into the relations
the EHR can be used as a basis for a sociometric analysis among team members and social network structures. Previous
to map team membership. Sociometric maps are useful research has found that team membership and the quality of
management tools when implementing procedural or team intergroup and interdisciplinary communications potentially
changes as they can be enhanced to reflect people, process, and can contribute to the quality of patient care.11,18
technological perspectives. We used sociometric analysis to
describe team membership and staffing characteristics across
four surgical specialties.
LITERATURE REVIEW
All surgical procedures require a high level of coordination between
various individuals from different professional disciplines.15 The
STATEMENT OF PURPOSE complexity of a surgical procedure affects every aspect of team
This project was part of a larger multicenter observational performance.15 Procedural complexity encompasses aspects such
study that described the nontechnical skills (eg, communica- the type of surgeries performed and their associated risks (ie,
tion skills, teamwork) used by surgical teams in two metro- postoperative complications), patient acuity and pre-existing
politan Australian hospitals. Based on the results of the comorbidities, and the surgical technologies used.10,15 Further,
structured observations, this larger study sought to develop a procedural complexity determines the time to complete the
team training intervention to improve team members’ procedure and who should be assigned to the surgical team.15,19
nontechnical skills to enhance team cohesiveness and perfor-
mance. We present the results of using a sociometric analysis In relation to how team membership, roles, and tasks interface,
of team structures at one of the participating hospitals. The most team members view the consultant surgeon as the team
aim of this correlational substudy was to map team member- leader, while the surgical registrar or assistant surgeon, RN
ship using social network analysis and describe relationships circulator, and scrub person follow and support the surgeon.19
between case-related variables across four surgical specialties. The RN circulator supports the scrub person and other team

www.aornjournal.org AORN Journal j 239


Sykes et al February 2015, Volume 101, No. 2

members as needed while the anesthesia professional In general health care, the formal structure of a team is often
anesthetizes or sedates the patient and maintains his or her known and its hierarchy can be an approximate guide to who
stability during surgery. Clearly, surgical teams are required is able to influence the team. However, in highly dynamic
to collaborate and coordinate their performance in a manner team environments such as the OR, the formal team structure
that ensures that the combined experience of all members is is poorly understood or is fluid depending on the task. In this
shared and optimized.19 For ideal performance, surgical context, a sociometric map can provide a snapshot of the team
teams need to be more than merely groups of individuals. structure and allocation for a specified duration. By comparing
a snapshot of team maps over several time periods, longitudinal
Expert surgical team members characteristically have a shared changes in team structure or attributes (eg, shifts in skill
understanding of each other’s tasks, roles, and responsibilities, profiles of individual members and core membership ) can be
obtained through developing a shared mental model of the work identified by nurse managers and educators.
they perform.19 Surgical team familiarity is cultivated over time
and gained through regularly working with other members of a Team maps can also assist managers in planning both cultural
dedicated team (ie, a group of individuals who share a similar changes within a team and process changes across teams. As
mental model).8 Shared mental models enable individuals to potential catalysts for change, individuals bring both positive
adapt quickly and coordinate their actions based on their and negative behaviors and work practices that shape team
underlying knowledge of each other and the situation in culture. Positive work practices may be manifest in a team
which they find themselves.1 Nevertheless, the majority of member’s ability to diffuse tension during complex surgery,22,23


Expert surgical team members characteristically
have a shared understanding of each other’s
tasks, roles, and responsibilities, obtained
through developing a shared mental model of


the work they perform.

surgical teams are formed the day of surgery or, in emergent organize and predict the equipment needs for surgical cases,24
situations, just moments before the patient is wheeled into assist and encourage others, value input from everyone, and
the OR. This results in teams that may not work regularly provide technical savvy.9 Less desirable attributes such as
together and can leave little time for information exchange withholding information,22,25 sabotaging others, a lack of
between the surgeon, anesthesia professional, and nurses.15,20 communication, and a lack of leadership reduce the team’s
In the absence of regularity in team membership, it is effectiveness9 and can compromise patient safety. In surgical
especially important to build an effective team through teams, the ability of individuals to act as influential change
collectively fostering good communication practices before a agents is strengthened through collegial relationships
procedure starts and during staff turnover.9,20 developed over time, active and enthusiastic participation in
the organization’s institutional initiatives, and knowledge of
the clinical setting and the patient’s unique needs.
Mapping Surgical Team Membership
The use of sociometry to obtain knowledge about a group has the
potential to reveal informal team leaders, socially isolated team METHODS
members, and unofficial subgroups that emerge within teams.13,21 For our design, we used a descriptive, correlational design. We
It is a powerful tool because it illustrates social interactions among were interested in using social network analysis to map team
group members based on a chosen criterion, which may facilitate membership across four surgical teams and to describe re-
understanding of a group. Sociometry is particularly useful in lationships among length of procedure, patient acuity, and the
revealing the links between individuals within the group. number of staff involved in each procedure.

240 j AORN Journal www.aornjournal.org


February 2015, Volume 101, No. 2 Surgical Team Mapping

Setting and Sample Table 1 provides the conceptual and operational definitions
The setting for this study was a large tertiary-care Australian for the procedure variables we analyzed in this study. We
hospital. During the study period, personnel at this 450-bed verified the data obtained through ORMIS using data
metropolitan hospital performed approximately 17,000 elective quality checks to identify any problems with missing or
surgeries in all specialties except cardiac and transplantation incorrectly coded data. We removed personal identifiers
surgery. We purposively selected four surgical teams based on the and reassigned anonymous identifiers to staff members
diversity of surgeries in each surgical specialty and team mem- and patients.
bers’ willingness to participate. At this hospital, surgical teams
were composed of anesthesia professionals including anesthe-
Institutional Approval
tists, surgeons and their registrars/residents, and RNs who
The university and the Human Research Ethics Committee of
circulated and scrubbed and practiced as anesthetic assistants. In
the participating hospital granted institutional approval.
this OR department, surgical technicians are not employed.
Because we collected patient data retrospectively, there was no
requirement to seek patients’ permission to access their
Data Collection and Measures ORMIS records. After ethics approval, we sought permission
We derived data retrospectively using the electronic database to access the ORMIS database from the Director-General of
Operating Room Management Information System (ORMIS), the Health Department (Queensland), as required by the


In surgical teams, the ability of individuals to act
as influential change agents is strengthened
through collegial relationships developed over
time, active and enthusiastic participation in the
organization’s institutional initiatives, and
knowledge of the clinical setting and the


patient’s unique needs.

and we collected data during 2012. We accessed the OR Public Health Act (2005). We did not record patients’ per-
attendance records based on 100 surgical procedures elec- sonal information, such as names and dates of birth.
tronically recorded in the ORMIS database across the four
selected surgical teams. We identified teams by the attending
consultant surgeon, and we tracked each team member who Data Analysis
worked with the surgeon, the number of procedures for which For data analysis, we obtained OR attendance records through
team members were present, and the time that each procedure ORMIS and created an Excel spreadsheet, where we trans-
took to complete. We collected data over four months that formed the coded data into a format that could be interpreted by
included the procedure, patient, and individual staff categories sociometric software.26 We used GephiTM software26 to generate
(ie, nurses, registrars, consultants). Data derived about the a map of team membership. Statistical analysis of staffing
procedures included variables related to procedure type, networks was essentially descriptive. In the Gephi program, we
length of procedure in minutes, and the number of staff split data into two sets: “nodes” and “edges.” Node data
members present.15 At the staff level, data included clinical formed a discrete entity, consisting of either individuals,
role, total time spent in each procedure, and the times collections of individuals, or an event (ie, individual surgical
individuals signed in or out of procedures. Patient-level data procedure). In constructing our team membership map, node
included the patients’ American Society of Anesthesiologists data were based on individuals and procedures. We generated
(ASA) status,10 type of surgery, and the type of anesthetic. nodes from a list of surgical procedures and individuals who

www.aornjournal.org AORN Journal j 241


Sykes et al February 2015, Volume 101, No. 2

Table 1. Conceptual and Operational Definitions for Case Variables

Case Variable Conceptual Definition Operational Definition


Procedure Start Time Time of the first incision (ie, scalpel to skin)1 Time, recorded using the 24-hour clock
Procedural Complexity
 Length of Procedure Time from skin preparation to application Measured in minutes using the median
of final dressing2 and interquartile range
 Number of Staff Present Each person assigned to a procedure throughout Count of total mumber of staff members
the duration of the procedure3 for each procedure tallied and a
median score obtained
 Patients’ American Society A subjective measure of a patient’s underlying Rating scores range from 1 to 5, with
of Anesthesiologists4 Status illness severity assigned by the anesthsia 1 ¼ completely healthy patient through
Rating professional.5 An indicator of a patient’s to 5 ¼ moribund patient, not expected
fitness for surgery to live beyond 24 hours
References
1. Gillespie B, Chaboyer W, Fairweather N. Factors that influence the expected length of operation: results of a prospective study. Qual Saf Health
Care. 2012;21(1):3-12.
2. Gillespie B, Chaboyer W, Fairweather N. Interruptions and miscommunications in surgery: an observational study. AORN J. 2012;95(5):576-590.
3. Cassera M, Zheng B, Martinec D, Dunst C, Swanstr€ om L. Surgical time independently affected by surgical team size. Am J Surg. 2009;198:
216-222.
4. ASA Physical Status Classification System. American Socety of Anesthesiologists. https://www.asahq.org/clinical/physicalstatus.htm. Accessed
October 21, 2014.
5. Mazzocco K, Petitti DB, Fong KT, et al. Surgical team behaviors and patient outcomes. Am J Surg. 2009;197(5):678-685.

worked with a particular attending surgeon during a specific and measured length of procedure in minutes. We calculated the
period. The relationships between the nodes give a network its median and interquartile range (IQR) for length of procedure.
structure. In this study, we allocated a unique staff identity We used Kendall’s tau-b (s) rank correlation to assess bivariate
number to each individual. relationships between procedure start times, total number of
staff involved, length of procedure, and patient illness severity
We connected node data by edges, which represented either rating (ASA). Our decision to use this nonparametric statistic
“undirected” or “directed” contact with other team members was based on the level and distribution of the data and the sample
during the procedure. Edge data described the paired re- size. We considered P < .05 significant.
lationships between all team members in a single surgical
procedure. For instance, in a fictitious scenario, if there were
five staff members involved in performing a surgical procedure, RESULTS
the surgeon, assistant surgeon, scrub nurse, anesthesia profes- We analyzed case- and patient-related data for 25 procedures
sional, and circulating RN, the following undirected edges in general, thoracic, orthopedic, and pediatric surgical spe-
exist; surgeon/assistant surgeon, surgeon/anesthesia profes- cialties (n ¼ 100). The total number of individuals in the
sional, assistant surgeon/anesthesia professional, scrub nurse/
surgeon, and RN circulator/scrub nurse. The relationship Table 2. Participants in Surgical Procedures Across
Four Specialties
edges are described as undirected (ie, the relationship can flow
either way and is not necessarily initiated by one person) All Participants
because saying the surgeon/assistant surgeon worked together
Number (%) Type
is identical to saying the assistant surgeon/surgeon worked
together. When tracking the team interactions, the team map 103 RN
shows lines that are thicker when individuals spend more time 53 Anesthesia personnel
together, talk to each other more often, engage in more team- 15 Surgical registrar/resident
related communication, or instruct, discipline, or praise
each other.13 Participants Shared Regularly Between Teams
12 (66.6) RN
We analyzed case- and patient-level data using the program IBM
5 (27.8) Anesthesia personnel
SPSS Statistics 20 for Windows to tally categorical data (ie,
1 (5.6) Surgical registrar
total number of staff involved in each case, staff role, ASA status)

242 j AORN Journal www.aornjournal.org


February 2015, Volume 101, No. 2 Surgical Team Mapping

Figure 1. A visual depiction of the combined individual team maps that provides a complete picture of team
relationships both within and across the four surgical specialties studied.

combined networks was 171. Of the 171 staff working within The team map indicates that 12 RNs, one surgical registrar, and
these four specialties, 103 (60.2%) RNs, 53 (31.0%) anes- five anesthesia professionals were regularly shared across the four
thesia professionals, and 15 (8.8%) surgical registrars or resi- surgical specialities (18/171; 10.5%), over the 100 procedures
dents (Table 2) were shared across all networks. Figure 1 (Table 2). The thicker edges (ie, lines) between members of the
depicts the combined individual team maps to provide a pediatric and thoracic teams suggest that those members spent
complete picture of team relationships both within and more time working together. Data for the number of core
across the four surgical specialties. Across these teams, core team members across each specialty indicated that the team
membership was characterized by members who regularly with the greatest number of core members was the thoracic
worked together and also included members who were team (average four members), while the general surgery team
shared across a number of the teams. had the least number of core members for any given

www.aornjournal.org AORN Journal j 243


Sykes et al February 2015, Volume 101, No. 2

here has enabled us to depict team membership over a four-


Table 3. Median Length of Procedure Time Across month period relative to core staff and peripheral team
Four Specialties
members across four surgical specialties. These results build on
Range in Minutes previous research that has focused on interdisciplinary staffing
Surgical Median Interquartile characteristics17 and augments our understanding of team
Team (Minutes) Range Minimum Maximum
structures among interacting health professionals and the
General 90 123 23 621
relationships between staffing variables. As such, this study
Surgery
contributes to the current paucity of research in this
Orthopedics 109 63 27 163
emerging area.
Pediatric 38 54 7 185
Thoracic 56 45 12 166 In the absence of a formal team structure, a team map can
confirm status and role allocation. Ibarra and Andrews27
identified that formal organizational hierarchy and informal
social networks contribute to team attitudes. In this study, the
procedure with only one regular member (eg, usually an RN)
team map shows four teams with a central connecting bridge
present. During longer cases (ie, longer than four hours),
and a small outer ring. The outer ring is composed of
there were as many as six team member changeovers, most of
individuals who are shared between two teams. The RNs at
which involved nurses in circulatory and/or scrub roles.
the center of the map float among all the teams, and their
The average length of surgery per procedure varied across each team membership function may range from a disconnected
specialty (Table 3). Orthopedics procedures tended to take outlier (ie, a team member that may be infrequently allocated
longer than procedures in the other specialties, with the to the team) to an integrating bridge (ie, thicker lines directed
median length of surgery being 109 minutes (IQR ¼ 63). toward the center of the diagram) between teams. Most of the
Table 4 shows results of the bivariate correlations. The team members involved in surgery were RNs (60.2%)
length of procedure was inversely correlated with start time, (research question 1), which is not surprising given that nurses
suggesting that longer procedures tended to be scheduled comprise the largest staff profile in many OR departments.
earlier in the day (s ¼ .13; P < .05). Not surprisingly, the
Only 10.5% of surgical staff members were shared across the
longer the procedure, the more staff members were involved
four teams (research question 2). However, in a previous
(s ¼ .13; P < .001). Patient illness severity measured using
study, the authors reported that up to 55% of staff members
the ASA rating was weakly but significantly correlated with
crossed over between two networks (ie, general surgery,
the length of procedure (s ¼ .18; P < .001).
neurosurgery teams).17 In our study, RNs comprised 66.5%
(12/18) of the core staff members who were shared across all
DISCUSSION four teams (research question 2). This proportion was lower
This is one of the first studies to describe team membership in in a 2011 study that examined OR staffing characteristics
surgery using sociometric methods. The team map generated and team membership, in which 56% of core staff members

Table 4. Correlations of Case Variables Across Four Surgical Specialties

Patients’
Length of American Society
Start Procedure Number of of Anesthesiologists
Case Variable Time in Minutes Staff Members (ASA)1 Rating Scores
Procedure Start Time 1
Length of Procedure 0.03 1
a
Number of S Members 0.16 0.13b 1
b b
Patients’ ASA Ratings 0.19 0.18 0.07 1
a
Kendall’s tau-b (s) rank correlation is significant at P < . 05 level.
b
Correlation is significant at P < .001 level.
Reference
1. ASA Physical Status Classification System. American Society of Anesthesiologists. https://www.asahq.org/clinical/physicalstatus.htm. Accessed
October 21, 2014.

244 j AORN Journal www.aornjournal.org


February 2015, Volume 101, No. 2 Surgical Team Mapping

KEY TAKEAWAYS FOR CLINICAL PRACTICE


Using Sociometric Analysis to Map Team Membership
WHY DID WE DO THIS RESEARCH?
 We wanted to gain a better understanding of surgical team membership and how it affects OR staffing over time.
We used sociometric analysis to develop a simple visual map to plot staff team composition and attendance.

WHAT DID WE FIND?


 Electronic health record data are suitable for mapping team membership over time.
 Studying four diverse surgical teams (general, thoracic, orthopedic, pediatric), 25 surgical procedures, and 171
participating staff members, we found that 10% of team members were shared between teams and 67% of team
members were RNs.
 Team function was affected in relation to the number of staff members who participated in a procedure, procedure
start time, length of case, and patient acuity.

HOW CAN CLINICIANS USE THESE RESULTS?


 Clinicians: Core nursing personnel shared across teams may be better able to monitor team climate within the
team and are well positioned to take on formal and informal leadership roles in surgical teams.
 Managers: Analyzing surgical team patterns over time leads to better understanding of team stability, team-focused
absences, and skill deficiencies. Team maps may identify established senior personnel who are members in more
than one team and who can facilitate consistent improvement practices across teams. Ensuring the continuity and
regularity of team membership improves team function and patient care.
 Educators: Team maps could identify team members requiring further education and core team members or
specialists who could mentor new or inexperienced personnel to specific skills required in a surgical speciality.

Sykes M, Gillespie BM, Chaboyer W, Kang E. Mapping team membership in surgery: implications for staff allocation and coordination.
AORN J. 2015;101(2):238-248. Copyright ª AORN, Inc, 2015.

www.aornjournal.org

were RNs.17 Sociometrically, the RNs in the center of the patients’ ASA status, an indicator of illness severity, and the
team map are likely to act as “pulse-takers.” That is, they are length of procedure is unsurprising. Conceivably, the patient’s
able to gauge the status of information and attitudes within preoperative condition is more likely to increase the pro-
the network, but are less likely to be influential.28 However, cedure’s complexity and length and influence team dynamics.
unlike the surgeons at the hub of the teams, pulse-takers During field work, we observed purposeful and deliberate
have greater opportunity to formally engage with members patient- and case-related communications between consultant
of the entire network.21 The outer ring of our map is surgeons and anesthesia professionals when the patient was
composed of integrated team members who in this case tend considered more ill (ie, ASA scores  3). While RNs were not
to hold higher organizational status. These individuals are always privy to these discussions, those with more experience
potentially “connectors” who can control the information and seniority were proactive and assertive and often asked
between groups and influence more than one team. questions about the need for additional procedure- or
anesthetic-related equipment. During procedure preparations,
In terms of the relationships between procedure-related vari- senior RNs communicated procedure-related information to
ables (research question 3), the positive correlation between the more junior RNs in the room. In this way, senior RNs

www.aornjournal.org AORN Journal j 245


Sykes et al February 2015, Volume 101, No. 2

acted as vital conduits for information transfer and enabled develop comprehensive shared mental models in relation to
others to be better prepared. goals and tasks. Clearly, high staff turnover and short-term
involvement of staff members during a procedure require
Previous researchers have demonstrated the inverse relationship better communication strategies to keep them updated with
between staffing numbers, procedure-related variables, and pro- the progress of the procedure.15
cedure start times.17 The results of our study are similar and
demonstrate an inverse relationship between the number of staff
members and procedure start time (research question 3), and Limitations
this result is of some concern. The effect of having fewer core We acknowledge that there are several limitations to using
team members available for procedures that start later in the day this form of analysis to describe surgical team membership.
may lead to variations in the quality of patient care provided. First, we have used sociometric analysis in a nontraditional
However, this result may be a function of specialization and skill way. We did not “measure” typical attributes such as
mixdboth of which affect the availability of staff members for interpersonal relations between individuals, the number of
scheduled or emergency procedures. This may also partly explain times that members communicated with each other, or the
why up to 12 of 103 (11.6%) RNs were shared across the four specific types of communications that occurred among
specialties. Generally, these pulse-takers were experienced, members. Although team maps provide useful insights about
versatile, and able to move seamlessly among the four specialties. team structure, they do not measure teamwork. Second, the
position of team members on the map was determined by
In establishing whether a relationship exists between personnel the total time worked together calculated in operating
turnover and total number of personnel involved (research minutes in each of the surgical specialties. Ultimately, it is a


Information sharing enables all team members
to develop a comprehensive, shared mental


model.

question 3), we found a commensurate increase in turnover graphical representation of a formal team structure that is
with increased staff numbers per procedure during longer imposed by a work schedule and speciality needs. Third, we
surgeries. While increasing team size brings in expertise that relied on secondary data derived retrospectively from one
may be necessary to achieve the desired goals, larger teams hospital’s database, which may not be as accurate as using
increase barriers to communication, making it more difficult contemporaneous data collection methods. Nonetheless, we
for team members to develop and maintain shared mental also collected prospective observational data to confirm
models.7,15 In our study, increases and/or changes in team surgical team details. Finally, we did not attempt to relate
membership were supported by the observations recorded in our results to patient outcomes. For this, we would need a
the field notes that our research team member took during the much larger sample size.
observational phase of our larger study. For instance, particu-
larly in general surgery, we observed that as many as four
nurses (including relief staff) were commonly assigned to a Implications
single role (ie, scrub or circulating roles) during procedures Our innovative approach to using routinely collected data to
lasting up to six hours (eg, Whipple procedures, liver re- map team membership enables managers and leaders to visu-
sections). Although it may be argued that personnel turnover is ally see staffing patterns with the goal of improving decision
needed to maintain a high level of vigilance, frequent nursing making around change management interventions, staff allo-
personnel turnovers during complex procedures may cation, and team balance. First, by identifying team members
contribute to degradation in team communication and lead to who are shared between surgical teams, it is possible to identify
distraction and a loss of focus.15 Conversely, involvement in change champions who can effectively support change initia-
the entirety of the procedure enables team members to tives across multiple teams in a consistent manner. Nurses,

246 j AORN Journal www.aornjournal.org


February 2015, Volume 101, No. 2 Surgical Team Mapping

who constitute the majority of team membership in the OR, Acknowledgment: Dr Gillespie acknowledges the financial
are well placed to assume leadership roles in the formation of assistance of the Australian Research Council, Early Career
high-functioning surgical teams. Nurses can act informally to Discovery Fellowship Scheme.
convey group norms and work procedures that influence sur-
Editor’s notes: Operating Room Management Information
gical and anesthesia residents or other nursing personnel with
System (ORMIS) is a registered trademark of Computer Sciences
the potential to define and influence team culture across
Corporation, Middleton, MA; GephiTM software is a trademark
multiple teams.
of the Gephi Consortium, Paris, France; IBM SPSS Statistics 20
Second, team maps graphically differentiate nurses with a for Windows is a registered trademark of the IBM Corp, Armonk,
strong team specialization or team neutrality. In the current Town of North Castle, New York. Windows and Excel are
study, 12 of the 53 RNs we mapped regularly moved among registered trademarks of Microsoft, Redmond, WA.
multiple teams. Team neutrality (ie, the ability to easily move
from one team to another) may highlight individuals who References
possess wide skill repertoires, flexibility, and versatility to move 1. Salas E, DiazGranados D, Weaver SJ, King H. Does team training
among various surgical subspecialties. Conversely, those nurses work? Principles for health care. Acad Emerg Med. 2008;15(11):
identified as being team specialists or core members of 1002-1009.
particular surgical teams (eg, thoracic team) may be good 2. Gillespie BM, Chaboyer W, Longbottom P, Wallis M. The impact
persons to teach new and inexperienced nurses the specific of organisational and individual factors on team communication
skills required in a surgical speciality. in surgery: a qualitative study. Int J Nurs Stud. 2010;47(6):
732-741.
Third, the information gleaned through mapping team 3. Aiken LH, Sloane DM, Bruyneel L, et al. Nurse staffing and
membership allows nurse managers to obtain longitudinal data education and hospital mortality in nine European countries: a
retrospective observational study. Lancet. 2014;383(9931):
in relation to planning ongoing skills development strategies
1824-1830.
across each specialty area. Such information may inform staff 4. Aiken LH, Clarke SP, Sloane DM, et al. Nurses’ reports on hospital
development initiatives around skill mix and create educational care in five countries. Health Aff (Millwood). 2001;20(3):43-53.
opportunities for orienting novice nurses and providing the 5. Penoyer DA. Nurse staffing and patient outcomes in critical care: a
opportunity to rotate through each specialty to gain essential concise review. Crit Care Med. 2010;38(7):1521-1528.
skill sets needed to practice safely in the OR environment. 6. Seago JA, Williamson A, Atwood C. Longitudinal analysis of nurse
staffing and patient outcomes: more about failure to rescue. J Nurs
Finally, because turnover during surgical procedures may be Admin. 2006;36(1):13-21.
unavoidable, protocols to ensure the deliberate and timely 7. Macmillan J, Entin E, Serfaty D. Communication overhead: the
exchange of important information about the patient’s con- hidden cost of team cognition. In: Salas E, Fiore S, eds. Team
dition, specific task requirements, and equipment for the Cognition: Understanding the Factors That Drive Process and
Performance. Washington, DC: American Psychological Associa-
procedure are imperative. One approach is to develop strategies
tion; 2004:61-82.
that encourage individuals to pass on information to the newly 8. Gillespie BM, Chaboyer W, Fairweather N. Interruptions and mis-
assigned team member before the procedure and during staff communications in surgery: an observational study. AORN J.
turnover.15 Information sharing enables all team members to 2012;95(5):576-590.
develop a comprehensive shared mental model.16 9. Baker DP, Day R, Salas E. Teamwork as an essential component of
high-reliability organizations. Health Serv Res. 2006;41(4, pt 2):
1576-1598.
CONCLUSION 10. Mazzocco K, Petitti DB, Fong KT, et al. Surgical team behaviors
Through mapping team membership, it is possible to enhance and patient outcomes. Am J Surg. 2009;197(5):678-685.
our understanding of the stability of team membership over 11. Gillespie BM, Chaboyer W, Fairweather N. Factors that influence
time. Thus, team mapping may be useful in guiding decisions the expected length of operation: results of a prospective study.
around team and task allocation. Our results suggest that BMJ Qual Saf. 2012;21(1):3-12.
staffing numbers increased with procedural complexity and 12. Fields CD. Sociometry 1937. Soc Psychol Quart. 2007;70(4):
326-329.
duration. Managers should identify and implement scheduling
13. Lucius RH, Kuhnert KW. Using sociometry to predict team per-
practices to better facilitate the continuity and regularity of formance in the work place. J Psychol. 1997;131(1):21-32.
team membership, especially for the nurses in the team, to help 14. H€ayrinen K, Saranto K, Nyk€anen P. Definition, structure, content,


ensure better outcomes for the patient by providing a more use and impacts of electronic health records: a review of the
cohesive better-functioning team. research literature. Int J Med Inform. 2008;77(5):291-304.

www.aornjournal.org AORN Journal j 247


Sykes et al February 2015, Volume 101, No. 2

15. Cassera MA, Zheng B, Martinec DV, Dunst CM, Swanstr€om LL.
Surgical time independently affected by surgical team size. Am J Mark Sykes, MBus, BPsych (Hons)
Surg. 2009;198(2):216-222. is a research fellow at the NHMRC Research Centre for
16. Gillespie BM, Gwinner K, Fairweather N, Chaboyer W. Building Excellence in Nursing, Research Centre for Health Prac-
shared situational awareness in surgery through distributed dialog. tice Innovation, at Griffith Health Institute, Griffith Uni-
J Multidiscip Healthc. 2013;6:109-118. versity, Gold Coast Campus, Queensland, Australia. Mr
17. Anderson C, Talsma A. Characterizing the structure of operating Sykes has no declared affiliations that could be perceived
room staffing using social network analysis. Nurs Res. 2011;60(6): as posing a potential conflict of interest in the publication
378-385. of this article.
18. Lingard L, Regehr G, Cartmill C, et al. Evaluation of a preoperative
team briefing: a new communication routine results in improved
Brigid M. Gillespie, PhD, RN
clinical practice. BMJ Qual Saf. 2011;20(6):475-482.
is an associate professor at the NHMRC Research Centre
19. Catchpole K. Task, team and technology integration in the pae-
for Excellence in Nursing, Research Centre for Health
diatric cardiac operating room. Prog Pediatr Cardiol. 2011;32(2):
Practice Innovation, at Griffith Health Institute, Griffith
85-88.
University, Gold Coast Campus, Queensland, Australia.
20. Gillespie BM, Gwinner K, Chaboyer W, Fairweather N. Team
As a member of the Editorial Board of the AORN Journal
communications in surgerydcreating a culture of safety.
and as a recipient of the Australian Research Council,
J Interprof Care. 2013;27(5). 387-393.
Early Career Discovery Fellowship Scheme, Dr Gillespie
21. Borgatti SP, Halgin DS. On network theory. Organization Science.
has declared an affiliation that could be perceived as
2011;22(5):1168-1181.
posing a potential conflict of interest in the publication of
22. Riley R, Manias E. Foucault could have been an operating room
this article.
nurse. J Adv Nurs. 2002;39(4):316-324.
23. Lingard L, Reznick R, Epsin S, Regehr G, DeVito I. Team
communications in the operating room: talk patterns, sites of Wendy Chaboyer, PhD, RN
tension, and implications for novices. Acad Med. 2002;77(3): is a professor and director at the NHMRC Research
232-237. Centre for Excellence in Nursing, Research Centre for
24. Gillespie BM, Chaboyer W, Wallis M, Chang A, Werder H. Man- Health Practice Innovation, at Griffith Health Institute,
aging the list: OR nurses’ dual role of coordinator and negotiator. Griffith University, Gold Coast Campus, Queensland,
ACORN J. 2009;21(1):14-19. Australia. Dr Chaboyer has no declared affiliations that
25. Gillespie BM, Wallis M, Chaboyer W. Operating theater culture: could be perceived as posing a potential conflict of in-
implications for nurse retention. West Nurs Res. 2008;30(2): terest in the publication of this article.
259-277.
26. Bastian M, Heymann S, Jacomy M. Gephi: An Open Source Evelyn Kang, MPH, RN
Software for Exploring and Manipulating Networks. 2009. https:// is a senior research assistant at the NHMRC Research
gephi.org/publications/gephi-bastian-feb09.pdf. Accessed October Centre for Excellence in Nursing, Research Centre for
24, 2014. Health Practice Innovation, at Griffith Health Institute,
27. Ibarra H, Andrews SB. Power, social influence, and sense making: Griffith University, Gold Coast Campus, Queensland,
effects of network centrality and proximity on employee percep- Australia. Ms Kang has no declared affiliations that could
tions. Admin Sci Qtrly. 1993;38(2):277-303. be perceived as posing a potential conflict of interest in
28. Hawkins J. Uncovering the hidden secrets of an organization. the publication of this article.
Strategic HR Review. 2008;7(6).

248 j AORN Journal www.aornjournal.org


Copyright of AORN Journal is the property of Elsevier Inc. and its content may not be copied
or emailed to multiple sites or posted to a listserv without the copyright holder's express
written permission. However, users may print, download, or email articles for individual use.

Anda mungkin juga menyukai