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Professional Perspective

Factors influencing team working and strategies to facilitate


successful collborative teamwork
Antoinette McCallin, PhD, MA (Hons), BA, RGON
Faculty of Health and Environmental Sciences, AUT University

Mike McCallin, BHSc (Physio), MA (Hons), MNZSP


Senior Physiotherapist, Physiotherapy Department, Middlemore Hospital, Auckland

ABSTRACT
Collaborative teamwork is more and more important for effective health service
delivery. Collaborative teamwork occurs when health professionals focus on
patient-centred care, problem solving, coordinating care, learning together,
and networking across communities, in order to optimise quality care for patients
and families. Collaborative teamwork is now a World Health Organisation priority
for action. Collaborative teamwork is potentially problematic because some
physiotherapists will collaborate easily whereas others need to learn how to
collaborate with colleagues from different professions. Many will learn the full
nature of collaboration once they graduate and are in practice. The complexity of
practice though means that learning on the job may be too slow in a context where
the need is for a practice-ready workforce. The focus of this paper is to outline the
factors influencing team working and suggest strategies that facilitate successful
collaborative teamwork. The emphasis is practical. Some of the challenges that
physiotherapists face will be discussed from the perspective of making a specialist
team work better. McCallin A, McCallin M (2009): Factors influencing team working
and strategies to facilitate successful collaborative teamwork. New Zealand Journal
of Physiotherapy 37(2): 61-67.
Key Words: Teamwork, collaborative practice, collaborative teamwork,
interprofessional practice

INTRODUCTION whereas others need to learn how to collaborate


Team working is increasingly vital for the delivery with colleagues from different professions. Many
of effective health and social care services (Forte will learn the full nature of collaboration once
and Fowler, 2009, p. 58). The current expectation they graduate and are in practice. The complexity
in Canada and Europe, at least, is that health of practice though means that learning on the
professionals will engage in collaborative practice job is too slow in a context where the need is for
that supports patient-centred care (Suter, Arndt, a collaborative practice-ready health workforce
Arthur, Parboosungh, Taylor and Deutschlander, (World Health Organisation, 2009). While student
2009). The drive for collaborative practice is physiotherapists are likely to be exposed to
reinforced further in the World Health Organisation interprofessional education strategies, professionals
Annual Report (2008) that notes the importance of already in practice may need to look at their
collaborative teamwork. Collaborative teamwork collaborative team working skills and consider if
occurs when multiple health workers from different they are up to speed for the modern environment.
professional backgrounds work together in a Today collaborative teamwork is no longer
team, problem solving, coordinating care, learning an option: it is a basic pre-requisite for effective
together, and networking with communities, as they practice and quality care. So what are some of
deliver quality care to patients and families (Barr the skills that are important? The focus of this
and Ross, 2009). However, research suggests that paper is to outline the factors influencing team
professionals will not collaborate if the effort is only working and suggest strategies that facilitate
based on the notion that it will be good for clients successful collaborative teamwork. The emphasis
(DAmour, Ferrada-Videla, San Martin Rodirguez and is practical. We discuss some practical challenges
Beaulieu, 2005, p. 128). In other words, collaborative that physiotherapists face competence, different
teamwork may be a political ideal but whether it is worldviews, shared leadership and team travellers
supported by individual professionals is another drawing attention to the issues that might
matter. Part of the problem is that modern-day make a specialist team work better. The topic is
collaborative teamwork is a sophisticated skill and important because interprofessional collaboration
some professions are better at it than others. It and teamwork are priority areas for a pending
requires effective interactions and the sharing of World Health Organisation Framework for Action
knowledge and expertise in a team, in a way that on Interprofessional Education and Collaborative
optimises partnership working with both clients and Practice (Barr and Ross, 2009). This framework
colleagues (DAmour and Oandsan, 2005). emphasises the need for new strategies for action,
Collaborative teamwork is potentially problematic strategies that reduce the long-standing health
because some physiotherapists will collaborate easily service fragmentation and the more recent global

NZ Journal of Physiotherapy July 2009, Vol. 37 (2) 61


health workforce shortages. The paper will be of competence in the form of expert knowledge and
interest to readers who are District Health Board skill, which cannot be taken for granted. In other
clinical managers, to practice owners or team words, general physiotherapy competence is
leaders, senior members of hospital departments the base-line, which might be different from the
and senior clinicians who are responsible for expectation of specialist competence, which includes
supervising team travellers that move around the collaborative competencies as well. For instance,
organisation on rotation. a physiotherapist moving to a new service,
transferring from acute care to the community, from
Challenges to Collaborative Practice public hospital work to private practice, immigrants,
There is little argument that quality care or those simply changing jobs, move into a phase
improves when two or more professionals are willing of what Thomas, Hicks, Martin and Cresey (2008)
to learn together and integrate specialist knowledge call transition competence. Transition competence
in a way that benefits the patient (Soubhi, Colet, is common in a teaching hospital environment
Gilbert, Lebel, Thivierge, Hudon and Fortin, 2009). where clinicians join specialist teams for short-term
The ideals of many health professionals working rotations. Also, when staff shortages are the norm,
together are well documented (Clark, Leinhaas clinicians on rotation may find themselves thrust
and Filinson, 2002; Long, Kneafsey and Ryan, into a specialist team where they must quickly
2003; Griffiths, Austin and Luker, 2004; Pullon, develop both clinical competence and collaborative
2008; Yagura, Miyai, Suzuki and Takehiko, 2005), team competence. As a result, competence is always
as are the problems (Baxter and Brumfitt, 2008; checked out. Competence is never assumed for
Booth and Hewison, 2002; Hall, 2005; Hansson, junior staff, although a certain level of collaborative
Friberg, Segesten, Gedda and Mattsson, 2008; capability is expected from more experienced senior
Kvarnstron, 2008; Leipzig, Hyer, Ek, Wallenstein, staff that can expect a rapid team orientation.
Vezina, Fairchild, Cassel and Howe, 2002; In the everyday world of practice, competence is
Reilly, 2002). Consistent challenges relate to complex in that individual competence influences
communication, understanding other health team competence, and both forms of competence
professionals roles, effective team working skills impact team effectiveness and quality care (Porter-
including understanding group norms, conflict OGrady, Alexander, Blaylock, Minkara and
resolution and the ability to tolerate differences, Surel, 2006). While many physiotherapists are
the ability to contribute to shared care plans and well respected for their rehabilitation competence
goal setting, and a willingness to collaborate (Dalley and Sim, 2001), collaborative competence is
(Suter et al. 2009, p. 42). Although the challenges another matter. Initially, the focus is on specialist
are commonly recognised, as the same issues competence. Do you have specialist competence?
have reappeared in the literature over and over How do we know? Who has seen you working in
again in the last decade, less is written about a competent manner? When did you acquire your
the practical problems of everyday teamwork, the knowledge? How has knowledge been updated
practicalities associated with competence, different since? In many services demonstrations of
worldviews, shared leadership and team travellers. competence are evidenced through joint treatment
These are discussed next. The ideas presented sessions and active involvement in clinical
come from a physiotherapist in practice (MCHM) meetings. Once physiotherapy knowledge and skill
and a nurse researcher- are confirmed attention
academic (AMM) who
has studied the topic
Today collaborative teamwork is turns to collaborative
competence. Everyday
extensively (McCallin
1999, 2003, 2004, 2005,
no longer an option: it is a basic situations provide
opportunity to work
2006a, 2006b, 2007; pre-requisite for effective practice collaboratively with
McCallin and Bamford, colleagues to improve
2007). and quality care. client care (Hunt, 2006).
Colleagues look for
Competence specific collaborative competencies such as the
New Zealand research on team working has ability to communicate effectively across the
suggested that competence can not be assumed disciplines, to problem-solve, to resolve conflict,
when clinicians from different professions work to tolerate differences, and to plan care (Suter
together in a team (McCallin, 1999, 2004, 2007). et al, 2009). In reality, as the new team member
When a new member joins a specialist team the grows in professional confidence and experience,
team needs to know if the new person has the collaborative team competence increases. Learning
clinical competence required by the service and if to work collaboratively with others who have
they can be trusted professionally. While all team different views of the world though is often
members have a general professional competence, challenging.
which is a legal requirement according to the Health
Practitioners Competence Assurance Act (Ministry
of Health, 2003), the specialist team requires

62 NZ Journal of Physiotherapy July 2009, Vol. 37 (2)


Different Worldviews professions (Griffiths et al, 2004). Having a clear
Despite different worldviews, the New Zealand professional identity may reduce role confusion
research shows that successful collaborative (Booth and Hewison, 2002). As noted previously,
teamwork depends on health professionals having understanding roles and the roles of colleagues
a fundamental respect for disciplinary diversity is a critical collaborative competency (Suter et
(McCallin, 1999, 2004, 2007). Collaborative teams al, 2009). Once again the willingness to find out
rely on team diversity to function effectively (McCallin about anothers role and understand how another
and Bamford, 2007). Diversity creates some tension health professional views the world is important, if
however, as different health professionals examine collaborative teamwork is the ultimate goal.
their attitudes towards other professionals, grapple There is little doubt that recognising distinct
with different ways of looking at the world, and worldviews challenges most health professionals,
demonstrate a readiness to talk through their especially if conflicting assumptions are not
differences with colleagues (McCallin, 2005). It is discussed at all (Sawa, 2005). It is important that
this talking through of the differences, informally, novice physiotherapists appreciate that it takes
outside of team meetings
that has the potential the health professional that time and experience to
understand disciplinary
to promote learning and roles, specialisation and
change thinking. As has
has a strong professional function. The realisation
been indicated having a identity is more open to that every worldview has
a time and a place in
willing attitude towards
collaboration goes a long different worldviews client care is undoubtedly
way (Suter et al, 2009). significant. What is critical
As a team collaborates, the motivation to work with is the appreciation that specialist knowledge is
colleagues who have different histories, differing limited when one worldview dominates client care to
philosophical foundations, differing training and the exclusion of others (Lindau et al, 2003). Coming
different clinical traditions is crucial (Cooper and to that point of understanding is not easy. However,
Stoflet, 2004, p. 45). Distinct professional values when a new physiotherapist for example encounters
and beliefs underpin disciplinary knowledge. different ways of thinking an experienced team
Different worldviews are also contextual, in that mentor often helps to explain the teams value
depending on the hospital or community location, systems that impact collaborative teamwork (Faull,
one model of health may drive client care. For Hartley and Kalliath, 2005). Genuinely appreciating
instance, while the medically focused disease differences is quite difficult though and may cause
paradigm usually dominates acute care work conflict.
(Lindau, Laumann, Levinson and Waite, 2003), Initially, it may be a struggle for the novice
Cooper and Stoflet (2004) argue that different physiotherapist to be assertive and point out
philosophical approaches to care influence how potential areas of conflict or inconsistencies in
team members think and plan care. client care (McCallin and McCallin, 2007). Tolerance
Different worldviews influence collaborative is required as everyone adjusts to new personalities
potential. Sawa (2005) suggests that when clinicians and communication styles. Some team members for
think in a different paradigm, and regard that as the example are better than others in explaining clinical
only way of looking at the world, collaborative teamwork reasoning, or perhaps dealing with personality
is compromised. For example, physiotherapists work conflicts, or differences of opinion. In time, as long
within a bio-psycho-social model of health (Roberts, as clinical competence has been confirmed, most
1994), doctors and pharmacists practice within the specialist teams encourage individuals from any
biomedical model of health, nurses favour a bio- profession to stand out and show their special
psycho-social-spiritual model of health, occupational strengths. This appreciation of individuality is
therapists value a holistic approach to their work, important because, ultimately, each client is unique
while the psycho-social model is the basis of social and requires different approaches. Eventually,
work practice (Burbank, Owens, Stoukides and as the clinician grows in experience there is a
Evans, 2002). Each model is underpinned by a realisation that all worldviews have a place and
distinct worldview that has value in its own right, it is how they are communicated that matters
shapes professional identity, and impacts thinking and makes a difference to the client. Effective
and collaborative potential. communication becomes even more important when
Interestingly, the health professional that has the shared leadership of collaborative teamwork is
a strong professional identity is more open to considered.
different worldviews (McCallin, 1999, 2004, 2007).
Professional identity, more usually acquired in Shared Leadership
postgraduate study, affects professional confidence. Collaborative teamwork also depends on shared
This influences collaborative teamwork because the leadership. The research about interdisciplinary
physiotherapist who has a clear professional identity teams in acute care in New Zealand suggests
is more likely to cross professional boundaries that how the person at the top encourages or
and communicate readily with those from other discourages collaboration is significant (McCallin,

NZ Journal of Physiotherapy July 2009, Vol. 37 (2) 63


1999, 2004, 2007). In shared leadership all team no longer natural team leaders and neither should
members are active leaders, spontaneously taking they have the final say in decision making (Leipzig
the lead in the team as and when specialist input et al 2002). The way that professionals who are
is required to solve particular client problems used to being positional leaders deal with this
(McCrimmon, 2005). Shared leadership is different change may have a major impact on collaborative
from the traditional, positional leadership in which teamwork. Shared leadership is further complicated
the service leader assumes a general responsibility in a teaching hospital where various professionals
for client care yet has little control over professional move in and out of teams as team travellers on
input from colleagues. Although the team leader is learning rotations.
not directly responsible for individual professional
practice the team is collectively accountable for Team Travellers
client outcomes. Collaborative teamwork seems to In the New Zealand research about teamwork
be more successful if everyone understands that it was clear that team travellers those clinicians
with shared leadership no one person has all the who moved around teams on short-term rotations
answers, and everyone is responsible for the nature were in an invidious position (McCallin, 1999,
and quality of the collaboration. 2004, 2007). This particular challenge is not
Shared leadership works better when the confined to New Zealand. Clark, Leinhaas and
specialist team is coordinated. Usually, the team Filinson have noted the tension of exposing newer
leader and the team coordinator are not one and clinicians to specialist teamwork at a superficial
the same person (McCallin, 1999, 2004, 2007). level and expecting them to develop substantial
The coordination role though is absolutely critical. teamwork skills honed in real-life practice settings
The team coordinator not only coordinates team and with real-life dilemmas and challenges (2002,
efforts but coaches and mentors colleagues in the p. 495). McCallin (1999, 2004, 2007) reports that
collaborative competencies. Having the skill to when relatively new practitioners team travellers
coach colleagues from other professions in the art entered a team, they were usually given a job
of negotiation, conflict management and change description of task responsibilities, but team
management, is a challenge. processes, team orientation or staff development,
In practice, few specialist teams have a designated in other words collaborative expectations, were not
team coordinator (McCallin and McCallin, 2007). discussed at all.
Because some clinicians, such as dieticians and Some services though the ones that have a
social workers, may be members of more than one clear team purpose, goals, time frames, specific
team, often one clinician, usually a senior nurse roles and responsibilities, and projected outcomes
like a charge nurse manager, may act as a de facto for the client welcome team travellers (McCallin
coordinator, or an informal leader, during team and McCallin, 2007). In reality, travelling around
meetings. In some situations shared leadership is different teams is so much easier when a team
evident with the use of the is clear about its common
key worker role. A key worker
leads and advises the team,
If quality care is the goal for purpose, can state who
does what, and clarifies
improving communication patients and families, clinical the role responsibilities in
and encouraging mutual relation to client care. Any
understanding between competence must be balanced explanation of where the

with collaborative competence


services (Hunter, Playle, new person is expected to
Sanchez, Cahill & fit in goes a long way to
McGowan, 2008, p. 670). improving collaboration. Not
The key worker has a central role supporting the surprisingly, moving into a large team for a short-
team and the service provider, promoting effective term rotation is more difficult if team roles and
communication and coordination across services responsibilities are unclear. Similarly, collaboration
and boundaries (Middleton, McCormick, Engel, is compromised if there is no one person responsible
Rutkowski, Cameron, Harradine, Johnson, and to orientate the new person to the ways of the team
Andrews, 2008). In rehabilitation in particular (Burbank et al, 2002).
key workers are the point of contact between the Support for the team travellers primarily comes
client, family and the team. The key worker role from senior members of the team. While support
is a good example of shared leadership, as this is usually professionally determined (McCallin and
person leads the team, organising referrals to McCallin, 2007), Kneafsey, Long, Reid and Hulme,
other services, running meetings, and directing (2004) argue that a team management approach
discharge planning in relation to a particular client. is preferable if it is available. More often than not,
This means that the medical staff, who have been the nurses or therapists assist in the orientation
traditional team leaders, are expected to stand of the team traveller. In contrast, members of
back, to assume an equal role with colleagues the medical profession tend to focus solely on
during family meetings that are key-worker lead. medical staff orientation. The medical leader is
This model of shared leadership is not particularly influential however, as he or she facilitates team
new, but demonstrates that the medical staff are acceptance by recognising professional expertise.

64 NZ Journal of Physiotherapy July 2009, Vol. 37 (2)


Once competence is confirmed a medical consultant managers, advisors or clinicians, need to consider
may expect any team member to speak on behalf strategies to facilitate successful collaborative
of the team. teamwork. The strategies are threefold: political,
In practice, many clinicians are team travellers by organisational and professional, which includes
default, and most cover several teams. A consultant education.
may head a general medical team as well as a Firstly, politically, legislation may be required
specialist team, and speech therapists will often to ensure that this model of practice becomes
interact with every team in a hospital. Rotational the foundation of health care practice. To date
physiotherapists may find moving into a specialist interprofessional working and collaboration have
team intimidating, especially if the therapist is new been widely discussed in the literature for at least
to practice (McCallin and McCallin, 2007). It can a decade, although change did not happen in the
take time to grow into the new role and to contribute United Kingdom or Canada until legislation was
effectively. Then, once the rotation is complete, the passed to support collaborative practice. In the
therapist moves on to another new team and begins United Kingdom, the National Health Service Act
the learning experience all over again. This certainly of 2006 (Department of Health, 2006) legislates
benefits the organisation, and, if team collaboration for partnership arrangements, which emphasise
has been positive, the physiotherapist may pass working together effectively and integrated
on some of those collaborative competencies to arrangements for service delivery. These goals are
their colleagues in other areas. It is much more realised through collaborative teamwork. While the
difficult though for the specialist team as they train World Health Organisation recognises that policy
individuals, only to have them move elsewhere. development is contextual and what works in
Additionally, all teams are vulnerable in the era of one country may not be automatically transferable
economic rationalisation, as no matter how effective to another the physiotherapy profession and
they are, they may still be disbanded and members organisational leaders may need to act strategically,
re-assigned elsewhere (Clarke et al. 2002). Obviously, to lobby the government for change to support
collaborative teamwork is a constant challenge. collaborative practice, which strengthens health
systems and improves health outcomes (World
Strategies for Action Health Organisation, 2009, p. 5).
As has been seen any sort of teamwork is much Secondly, organisations may need to review
more complicated than it seems at first glance. practice management in an environment that
Research is helpful in some ways but must be is inherently unstable and dominated by fiscal
viewed cautiously, as findings are contextual, and restraint. The practical reality in teaching hospitals
organisationally and geographically located. What at least is that teams change, physiotherapists on
is clear is that effective collaborative teamwork rotation come and go frequently, as often as every
will not happen without collaboration between four or six months. In some situations in New
the politicians, health care organisations, and the Zealand, in smaller hospitals, it is a luxury for a
professions, which include the education sector. physiotherapist to belong to just one team. Some
Politicians set the mandate for the professions, physiotherapists have broad organisational roles and
influence policy and legislation, and provide funding. responsibilities to several teams. Even if an individual
So even if collaborative teams are the strategy of has a special attachment to a team that is called
the future, it may not be reasonable that the home, wide ranging responsibilities to several
actioning of the strategy, teams in an organisation
which currently underpins
most government health
...all health care workers must can compromise the most
enthusiastic commitment
hit the ground running and be
policies, is left to a clinical to collaborative teamwork.
team to learn through trial True collaboration is thus
and error experience. If able to work as collaborative constrained according
the political commitment
to provide integrated
practice-ready workers to organisational, fiscal
and structural barriers.
collaborative care is Organisational managers
genuine, much wider organisational and educational might reconsider trialling new management
investment and actioning are essential to support practices. For example, attaching a physiotherapist
an interprofessional culture change. to a team for a minimum period of a year would
It is perhaps timely that the World Health improve team stability and go a long way to
Organisation (2009) has published an action plan supporting a specialist team striving to work
for the future. In this document collaborative collaboratively.
teamwork is seen as an innovative strategy that Thirdly, the profession itself may need to re-
will play an important role in mitigating the global evaluate its position on practice development.
health workforce crisis (p. 5). There is a clear Collaborative teamwork is a strategy for action that
international mandate providing direction for the supports interprofessional working. Development
future. Therefore, the health leaders involved in and change begin in education and flows across
service provision, whether as professional leaders, into practice. Currently, some undergraduate

NZ Journal of Physiotherapy July 2009, Vol. 37 (2) 65


students in New Zealand are educated in an ADDRESS FOR CORRESPONDENCE
interprofessional learning environment, but Dr Antoinette McCallin, Faculty of Health and Environmental
many physiotherapists have not had access to Sciences, AUT University, Private Bag 92006, Auckland 0627. Tel:
09 921 9999 7884. Email: amccalli@aut.ac.nz
interprofessional learning and development at
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