A Framework for Formal Modeling and Analysis of Organizations

A new, formal, role-based, framework for modeling and analyzing both real world and artificial organizations is introduced. It exploits static and dynamic properties of the organizational model and includes the (frequently ignored) environment. The transition is described from a generic framework of an organization to its deployed model and to the actual agent allocation. For verification and validation of the proposed model, a set of dedicated techniques is introduced. Moreover, where most computational models can handle only two or three layered organizational structures, our framework can handle any arbitrary number of organizational layers. Henceforth, real-world organizations can be modeled and analyzed, as illustrated by a case study, within the DEAL project line. © Springer Science+Business Media, LLC 2007

Do You Know What I Know?:Situational Awareness of Co-located Teams in Multidisplay Environments

Modern collaborative environments often provide an overwhelming amount of visual information on multiple displays. In complex project settings, the amount of visual information on multiple displays, and the multitude of personal and shared interaction devices in these environments can reduce the awareness of team members on ongoing activities, the understanding of shared visualisations, and the awareness of who is in control of shared artifacts. Research reported in this thesis addresses the situational awareness (SA) support of co-located teams working on team projects in multidisplay environments. Situational awareness becomes even more critical when the content of multiple displays changes rapidly, and when these provide large amounts of information. This work aims at getting insights into design and evaluation of shared display visualisations that afford situational awareness and group decision making. This thesis reports the results of three empirical user studies in three different domains: life science experimentation, decision making in brainstorming teams, and agile software development. The first and the second user studies evaluate the impact of the Highlighting-on-Demand and the Chain-of-Thoughts SA on the group decision-making and awareness. The third user study presents the design and evaluation of a shared awareness display for software teams. Providing supportive visualisations on a shared large display, we aimed at reducing the distraction from the primary task, enhancing the group decision-making process and the perceived task performance

Interactive Planning: An Applied Systems Thinking Approach from the Perspective of a Participant-Observer

The systems approach to thinking is at a precipice. Our world is composed of systems and sub-systems so intrinsically linked that any attempt to make changes can upset system interdependencies. Systems thinking is a mindset and method of thinking and seeing things as “wholes,” patterns, interconnections, and interdependencies rather than analyzed parts and sub-parts. The systems approach and the methodologies informed by this approach offer an improved understanding of organizational performance. The systems methodology of interactive planning involves organizational stakeholders as the key ingredient to idealize creative outcomes for organizational problems. The interactive planning process involves carrying out a mess formulation to understand a problematic situation’s current reality and an idealized design to create an innovative reality that dissolves problems and promotes sustainable growth and development (Ackoff, 1981). This proposed study examined the interactive planning process’s effectiveness from the perspectives of a participant-observer. The areas of opportunity included integration into interactive planning with other complementary methodologies and theoretical frameworks that aid in its execution. Another area of investigation in this study was identifying the facilitator skill sets needed for improved idealized design engagement. The experiential knowledge from the researcher as a participant-observer with design session participants provided insight into this methodological approach, adding to the body of knowledge of interactive planning and idealized design creations. The researcher concludes that an effective idealized design outcome results from the effectiveness of a facilitator and facilitation. The effectiveness is contingent on a consistent and delicate balance of mindset, adeptness, experience, understanding of the interactive planning methodology’s application, and skill sets that hinge on coaching tenets, brainstorming techniques, and virtual technology platforms. vi

Clinical Manager Perceptions of New Nurse Preparation for Clinical Leadership

abstract: Nurses are ideally positioned to lead the transformation of healthcare delivery in the United States, however they must be prepared to do so. The Institute of Medicine has called for nurses to become change agents and assume leadership positions across all levels in order to become full partners with physicians and other health care providers. While clinical leadership is a responsibility for all nurses, expectations for new nurse clinical leadership have not been well studied. This study sought to determine the nursing leadership competencies clinical managers expect of new nurses in an acute care setting and to identify gaps between end-of-program nursing leadership competencies, as outlined in The Essentials of Baccalaureate Education for Professional Nursing Practice, with leadership competencies identified by clinical managers in an acute-care setting. A single, bounded case study approach was used to collect data from nurse managers and assistant nurse managers at one acute care hospital. Data from intensive interviews, focus groups, and archival records were analyzed. Seven major themes related to clinical leadership emerged, including intentional learning, communication, professional practice, advocacy, teamwork, influencing practice, and systems thinking. Traits, mentoring, and generational differences emerged as secondary themes. Data from this study revealed a developmental sequence for clinical leadership. Certain expectations identified as antecedent to clinical leadership emerged initially, whereas other aspects of clinical leadership, developed later in the career trajectory. It was clear that accomplishing nursing care tasks was a fundamental expectation for professional nursing practice. Communication, teamwork and advocacy are crucial leadership competencies which help the new nurse to effectively manage time and provide safe, high-quality nursing care. As the new nurse continues to develop, systems thinking and influencing nursing practice emerge as significant expectations. Nurse managers have clear expectations for how new nurses should be prepared for clinical leadership. The degree to which clinical practice partners employing new nurses and academic nursing programs educating future nurses collaborate to establish expected outcomes is variable; however, academic-practice collaborations are crucial in developing educational standards for entry to practice in complex healthcare delivery systems.Dissertation/ThesisDoctoral Dissertation Nursing and Healthcare Innovation 201

Rethinking Lurking: Invisible Leading and Following in a Knowledge Transfer Ecosystem

The term lurker connotes a low-value role in online communities. Despite making up the majority of members, these invisible individuals are often cast as peripheral players who should be encouraged to participate more fully. We argue that the lurker concept is problematic and that online communities, and the roles associated with them, need to be reconceptualized. We report on a study of online communities in a New Zealand professional development program. We found that two knowledge broker types played key roles in transferring knowledge: connector-leaders, who had a strong online presence, and follower-feeders, who communicated largely invisibly, via side-channels. Despite their different online profiles, both brokers used “lurking” purposively to perform two sets of invisible online activities: managing the knowledge agenda, and mentoring/being mentored. These activities supported their roles as leaders and followers, and sustained a symbiotic relationship. Decisions to “lurk” arose from the need for these brokers to negotiate diverse boundaries: the boundaries of micro-culture associated with communication contexts, the theory-practice boundary, role boundaries, and the online-offline boundary. Combining the concept of polycontextuality with boundary spanning theory, we propose an alternative way of understanding both lurking and online communities: the three-tier knowledge transfer ecosystem (KTE), a system of engagement spaces comprising diverse online and offline contexts in which individuals make continual decisions to cross between less- or more-visible settings. The study illustrates how key phenomena may remain invisible without a shift in level of analysis, and how using an anachronistic concept to frame a study can unintentionally constrain its value

Narratives of Elementary and Secondary Teacher Leaders as Agents of Transformational Change

Historically, being self-reflective has not been evidenced as critical to the career advancement of teachers aspiring to leadership roles. Five teacher leaders in a southwestern school district participated in a district Teacher Leadership Certificate Program (TLCP), which included self-reflective practices to broaden their understanding of the tools necessary to be an effective leader in 21st century schools. Theories of change suggest that teachers must acquire new knowledge and apply this new knowledge in practice. The theoretical framework for this project study was Mezirow\u27s transformative learning theory. A narrative design was employed to identify the change process experienced by the 5 teacher leaders using elements of transformational theory. A questionnaire, observation protocol, and multiple interview instruments were used to examine 1 elementary and 4 secondary school teacher leaders, concluding with an essay. Interviews focused on the perceptions of the participants through inquiry that described their transformation to leaders as agents of change. Emergent themes were identified from the data through open coding and thematic analysis. Themes included teachers using self-reflection to enhance leadership goals and career development. The subsequent project was a 3 day professional development for all teachers at the study site on developing teacher leadership. The implications for promoting positive social change include providing research results to the local site on the use of self-reflection practices of teacher leaders and supporting professional development to improve teacher leadership educational practices

A Reference Architecture for Service Lifecycle Management – Construction and Application to Designing and Analyzing IT Support

Service-orientation and the underlying concept of service-oriented architectures are a means to successfully address the need for flexibility and interoperability of software applications, which in turn leads to improved IT support of business processes. With a growing level of diffusion, sophistication and maturity, the number of services and interdependencies is gradually rising. This increasingly requires companies to implement a systematic management of services along their entire lifecycle. Service lifecycle management (SLM), i.e., the management of services from the initiating idea to their disposal, is becoming a crucial success factor. Not surprisingly, the academic and practice communities increasingly postulate comprehensive IT support for SLM to counteract the inherent complexity. The topic is still in its infancy, with no comprehensive models available that help evaluating and designing IT support in SLM. This thesis presents a reference architecture for SLM and applies it to the evaluation and designing of SLM IT support in companies. The artifact, which largely resulted from consortium research efforts, draws from an extensive analysis of existing SLM applications, case studies, focus group discussions, bilateral interviews and existing literature. Formal procedure models and a configuration terminology allow adapting and applying the reference architecture to a company’s individual setting. Corresponding usage examples prove its applicability and demonstrate the arising benefits within various SLM IT support design and evaluation tasks. A statistical analysis of the knowledge embodied within the reference data leads to novel, highly significant findings. For example, contemporary standard applications do not yet emphasize the lifecycle concept but rather tend to focus on small parts of the lifecycle, especially on service operation. This forces user companies either into a best-of-breed or a custom-development strategy if they are to implement integrated IT support for their SLM activities. SLM software vendors and internal software development units need to undergo a paradigm shift in order to better reflect the numerous interdependencies and increasing intertwining within services’ lifecycles. The SLM architecture is a first step towards achieving this goal.:Content Overview List of Figures....................................................................................... xi List of Tables ...................................................................................... xiv List of Abbreviations.......................................................................xviii 1 Introduction .................................................................................... 1 2 Foundations ................................................................................... 13 3 Architecture Structure and Strategy Layer .............................. 57 4 Process Layer ................................................................................ 75 5 Information Systems Layer ....................................................... 103 6 Architecture Application and Extension ................................. 137 7 Results, Evaluation and Outlook .............................................. 195 Appendix ..........................................................................................203 References .......................................................................................... 463 Curriculum Vitae.............................................................................. 498 Bibliographic Data............................................................................ 49

Modeling Clinicians’ Cognitive and Collaborative Work in Post-Operative Hospital Care

abstract: Clinicians confront formidable challenges with information management and coordination activities. When not properly integrated into clinical workflow, technologies can further burden clinicians’ cognitive resources, which is associated with medical errors and risks to patient safety. An understanding of workflow is necessary to redesign information technologies (IT) that better support clinical processes. This is particularly important in surgical care, which is among the most clinical and resource intensive settings in healthcare, and is associated with a high rate of adverse events. There are a growing number of tools to study workflow; however, few produce the kinds of in-depth analyses needed to understand health IT-mediated workflow. The goals of this research are to: (1) investigate and model workflow and communication processes across technologies and care team members in post-operative hospital care; (2) introduce a mixed-method framework, and (3) demonstrate the framework by examining two health IT-mediated tasks. This research draws on distributed cognition and cognitive engineering theories to develop a micro-analytic strategy in which workflow is broken down into constituent people, artifacts, information, and the interactions between them. It models the interactions that enable information flow across people and artifacts, and identifies dependencies between them. This research found that clinicians manage information in particular ways to facilitate planned and emergent decision-making and coordination processes. Barriers to information flow include frequent information transfers, clinical reasoning absent in documents, conflicting and redundant data across documents and applications, and that clinicians are burdened as information managers. This research also shows there is enormous variation in how clinicians interact with electronic health records (EHRs) to complete routine tasks. Variation is best evidenced by patterns that occur for only one patient case and patterns that contain repeated events. Variation is associated with the users’ experience (EHR and clinical), patient case complexity, and a lack of cognitive support provided by the system to help the user find and synthesize information. The methodology is used to assess how health IT can be improved to better support clinicians’ information management and coordination processes (e.g., context-sensitive design), and to inform how resources can best be allocated for clinician observation and training.Dissertation/ThesisDoctoral Dissertation Biomedical Informatics 201

Public management as a design-oriented professional discipline

While public management has become widely spoken of, its identity and character is not well-defined. Such disparity is an underlying problem in developing public management within academia, and in the eyes of practitioners. In this book, Michael Barzelay tackles the challenge of making public management into a true professional discipline. Barzelay argues that public management needs to integrate contrasting conceptions of professional practice. By pressing forward an expansive idea of design in public management, Barzelay formulates a fresh vision of public management in practice and outlines its implications for research, curriculum develop