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ORIGINAL ARTICLE

Development of a leadership role in a secure environment


Shobha Rani, MSc, MA, HDip Nursing (Ed) RGN, RPN, RNT1 , Michael Brennan, RPN, RNT, Dip Social Studies,
Cert Management Studies, Dip Addiction, MEd2 , and David Timmons, PG Dip FBS, RMN, CertM, ENB99,
MSc in Mental Health1
1 Training & Development Department, National Forensic Mental Health Service, Dublin, Ireland
2 School of Nursing & Midwifery, Trinity College, Dublin 2, Ireland

Keywords Abstract
Clinical supervision; forensic nursing; leadership
development; leadership skills; training needs; The ever-changing demands of recruitment and retention, both nationally and
training program; work-based learning. at a local level, have resulted in many staff with little or no experience in
managing a unit in a secure setting. This study aimed to elicit the views of a
Correspondence
cross-section of unit-based staff and middle management, on their experiences
Michael Brennan, RPN, RNT, Dip Social Studies,
of leadership and taking charge of a shift/unit. A qualitative descriptive de-
Cert Management Studies, Dip Addiction, MEd.
School of Nursing & Midwifery, 24 D’Olier sign was adapted for this study. The data were collected using focus group
Street, Trinity College, Dublin 2, Ireland. interviews guided by semistructured interview schedules. Twenty-one sub-
Tel +353 1 8963950/086 0247433; jects participated in three focus groups. The data were analyzed using Co-
E-mail: brennami@tcd.ie laizzi’s (1978) framework. Five themes emerged from the data analysis. These
are: Perceived practical skills deficit, perceived difference in experience, train-
Received: May 15, 2008; accepted: February 26,
ing program, leadership skills, and teaching learning methods. Implications:
2009
The themes generated will provide a framework to develop a training pro-
doi: 10.1111/j.1939-3938.2010.01073.x gram, which will prepare staff to take on a leadership role within a unit,
if required.

In Ireland, nursing has undergone tremendous National forensic mental health service
changes, where the role of the nurse has changed from in Ireland
the traditional caregiver to a nurse leader. According to
Goertz-Koerner (1998), leadership is pertinent to deal- Central Mental Hospital (CMH) was established in 1850,
ing with change and functioning as a change agent. It is under Section 8 of The Lunatic Asylums (Ireland) Act,
also increasingly recognized that management is an in- 1821, to provide for the detention in custody of “persons
tegral part of the staff nurse’s role (Parkin, 1992) while indicted and acquitted on the grounds of insanity at the
it is evident from both practice and research that clinical time of commission of the crime” (Robins, 1986, p. 103).
leadership is a major factor in influencing the quality of The hospital provides national forensic mental health ser-
patient care (Cook & Leathard, 2004). Furthermore, the vice for a population of approximately 4.2 million and the
development of managerial skills in nurses is thought to 13 prisons throughout Ireland. The hospital has 100 beds,
make them more effective multidisciplinary team mem- which includes a seven-bedded community hostel.
bers, increase effectiveness, and helps with the planning The model of service delivery for the national foren-
and evaluation of care (McDermott, 1992). However, the sic mental health service is based on providing predomi-
literature has also identified a paucity of preparation for nantly medium secure care with some high security and
this significant role (Cook & Leathard, 2004). This study low security also, all on one site (Kennedy, 2006). This
sets out to elicit the views of a cross-section of unit-based is the only mental health service in Ireland, which pro-
staff and middle management on their experiences of vides for the assessment, diagnosis, treatment, and reha-
leadership and taking charge of a shift/unit in a secure bilitation for high-risk patients in conditions of therapeu-
hospital. tic security (Kennedy, 2002). Forensic psychiatric services

96 Journal of Forensic Nursing 6 (2010) 96–103 


c 2010 International Association of Forensic Nurses
S. Rani et al. Development of a leadership role in a secure environment

in Ireland are undergoing rapid changes in response to ber of senior staff, the recruitment of nurses with less
national policy guidelines (Department of Health and than 2 years experience, and/or no forensic experience,
Children, 2006) and the introduction of Government of and an influx of overseas nurses with diverse cultural and
Ireland (2001), Mental Health Act and Government of clinical experiences. The findings from previous studies
Ireland (2006), Criminal Law (Insanity) Act. Based on (Brennan, 2006; Malone, 2004) highlighted the changing
these recommendations, forensic psychiatric nurses pro- role of the CNM IIs in the East Coast Area Health Board
vide person-centered care using a primary nursing model, and the training needs of the complex workforce at the
which is recovery-oriented and involves integrated care CMH. Both of these studies indicated that poor prepara-
plans. A core component of this is the provision of best tion and lack of support for ongoing personal and pro-
practice assessment and intervention, which predomi- fessional development were key factors, which resulted
nantly involves risk assessment and risk management of in ward-based staff and first-line nurse managers experi-
patients with challenging behaviors within a forensic set- encing difficulties in taking up a unit leadership role. It
ting. As yet, there is no published literature on the role of is also clear from these studies that there is a need for
forensic psychiatric nurses in the Irish context. the development of training programs for future CNM-IIs
The total number of ward-based staff is 155, approxi- to ensure that they can fulfill this role within a foren-
mately one-third of these are psychiatric nurses recruited sic mental health setting. Based on these factors, it was
from overseas. Originally, care was provided by care offi- deemed necessary to carry out this study.
cers1 who were not trained as nurses. In 1992, the hos-
pital adopted a policy to cease the recruitment of care of-
ficer grades. This grade of care officer was replaced by
Methods
registered psychiatric nurses. However, there still remains
a cohort of care officer grades working within the ser- Researchers carried out a descriptive qualitative study to
vice resulting in two categories of staff providing care identify the training needs of staff nurses and care of-
at the ward level, which will remain the case until all ficers to develop their skills to become competent unit
care officers have terminated their contracts. Within this managers. Milburn, Fraser, Secker, and Pavis (1995) state
framework there exist two career pathways; staff nurse that qualitative research is based on the assumption that
to Clinical Nurse Manager (CNM)-II and care officer to phenomena must be studied from the individuals’ per-
Charge Care Officer. These are promotional grades, which spective and in the context in which they happen. This
are determined by competency-based interviews. There is approach is broadly influenced by the interpretivists’
an identified overlap in functions and responsibilities for paradigm. Interpretivists hold the belief that human be-
these groups. The main difference in the role of these two ings actively construct the social world and that we are
grades is that only registered psychiatric nurses adminis- continuously involved in making sense of or interpreting
ter medications and carry out specific nursing activities our social environments (Milburn et al., 1995).
whereas both grades are involved in documentation, ob- Data were collected using three focus groups. Focus
servations, taking charge of the unit, and providing lead- groups are a useful method to collect data from a sam-
ership to junior colleagues. In-service training is provided ple with varied educational, cultural and positional back-
to both grades to ensure a high standard of documen- ground, and experience (Kreuger, 1994). The analy-
tation, for example, Report Writing, Court Appearances, sis of the data was carried out using Colaizzi’s (1978)
Legislations. In some areas, nurses receive training on is- framework.
sues pertinent to nurses only, for example, preceptorship A quota sample, which is a nonprobability sampling
preparation training, medication management, and pri- technique, was adopted for this research study. The re-
mary nursing. searchers identified three strata, first, 23 managers, sec-
ond, 98 staff nurses, and third, 34 care officers. A pro-
Need for the study portionate number of respondents were selected from
each stratum. The duty roster was utilized to compile the
The ever-changing demands of recruitment and reten- sample (N = 21). Three focus groups were held to in-
tion, both nationally and at a local level, have resulted clude staff from both of the shifts. One focus group was
in many staff with little or no experience in managing a held exclusively for the seven members from the man-
unit. Contributing factors to this phenomenon have been agement group to ensure that other participants would
a higher rate of turnover of staff, the retirement of a num- not feel pressurized by the presence of management. The
other two focus groups consisted of a combination of
1
A care officer is an employee of the Health Service Executive staff nurses and care officers; seven members in each
working specifically at the CMH and works alongside nurses. group. Staff nurses in the focus groups were either newly

97
Development of a leadership role in a secure environment S. Rani et al.

qualified2 or new nurses in the hospital, or nurses with Discussion


over 5 years of experience within forensic setting. The
The five themes identified from this study will be used
focus group interviews were audiorecorded with the per-
as structure for the discussion. Each theme will be dis-
mission of the participants. Each focus group lasted for
cussed from the perspectives of the three grades of staff
45 minutes. Field notes were also taken to compliment
involved in this study, staff nurses, care officers, and
recordings, to ensure accuracy, and to provide an audit
nurse managers.
trail.
Researchers conducted the focus groups using a
semistructured interview schedule. The items for this in- Theme 1: Practical skills deficit
terview schedule were identified from the relevant liter-
All the staff nurses expressed that there was a theory
ature, which included participants’ demographic details
practice gap. This view was more evident from newly
and the other areas were preparation for taking a clini-
qualified nurses, who expressed that “what was learnt in
cal leadership role, skills required, training requirements,
the preregistration nursing course was not easy to practice here
and barriers and enablers to being an effective manager.
without having good background knowledge of the setting.”
A nurse and a care officer participated in pilot interviews.
Baillie (1999) reveals that attaining management skills
These interviews were conducted to test the audio equip-
has always been a source of anxiety for newly qualified
ment and the suitability of the interview room.
staff nurses. Oermann and Moffitt–Wolfe (1997) shared
similar views that newly graduated nurses had a mod-
Ethical approval
erate degree of stress during their initial period in the
Ethical approval was gained locally from the hospital hospital and perceived an initial practical skills deficit but
ethics committee. Each participant was provided with a they learnt quickly with some training (Macleod-Clark,
written explanation of the purpose of the study, which Maben, & Jones, 1997).
was verbally reiterated during the focus groups. The Furthermore, the newly qualified nurses felt that they
voluntary nature of the study was also made explicit, were not sure of their decision-making ability. As one
as was the guarantee of confidentiality. Informed con- of the nurses expressed, “. . . . . . At the end of the day, you
sent was obtained from the participants. In addition, will be wondering if what you did was right or did I do any-
all data collected were used for no other purpose than thing wrong.” It was clear from the newly qualified nurses
stated and were manually coded and transcribed by the that they feared making a wrong decision on clinical mat-
researchers. ters. Macleod-Clark et al. (1997) report similar findings
that staff nurses considered their theoretical management
Findings preparation to have been good but on qualifying, they
had felt unprepared for the practicalities of decision mak-
The responses of the participants were analyzed using ing, organizing, and delegation. Oermann and Moffitt–
Colaizzi’s (1978) framework for data analysis. The data Wolfe (1997) stated that lacking experience as a nurse,
were transcribed from the audiotapes and read and reread interacting with doctors and senior clinicians, new proce-
to understand the content. Significant statements were dures, and new situations causes a lot of stress for newly
extracted. Then meaning for each significant statement qualified nurses.
was formulated. Common themes were identified for the The newly qualified staff nurses and those who are new
significant statements. This process was carried out by in the hospital (new nurses)3 also expressed that “. . . they
each researcher individually to ensure accuracy. Further- would rely on a senior staff member on the unit to make any de-
more, the themes extracted by each researcher were com- cision as they perceived themselves as having a lack of knowledge
pared. These themes were then organized into clusters of the patients’ condition, daily routines, policies and procedures
related to the research question and five key areas were etc.” Charnley (1999) reports that newly qualified nurses
formulated: usually feel that they do not have sufficient skills to be
r Practical skills deficits; confident and competent in taking on a new role requir-
r Difference in experience “Three Generations;” ing clinical leadership skills.
r Training program; Interestingly, the complete opposite was reported by
r Leadership skills; and the care officers in this study. All care officers in the
r Teaching and learning methods. study suggested that they were capable of taking charge
2
Newly qualified nurse has just successfully completed un-
3
dergraduate nursing program and registered with regulatory New nurse is recently employed to the service but may have
body. had previous experience in other mental health services.

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S. Rani et al. Development of a leadership role in a secure environment

of a unit effectively. Care officers working in this hos- istration nursing course or experience as staff nurses or
pital would have an average of 20 years experience in nurse managers elsewhere.
their current roles. They perceived themselves as having It is evident from the analysis, that experience of work-
the practical skills required to handle critical incidents or ing in a secure environment was considered an important
take charge of a unit based on their vast experience in the factor when taking charge of a unit as one of the partic-
field. ipant described “. . . . you may have plenty of experience else-
The managers in this study suggest that once staff where but that is not going to help here as you need to know
nurses are registered, they have a responsibility to take the security aspects, what has to be done when things go wrong,
charge of the unit but recognized that “. . . . . a newly qual- whom to contact and what to do.”
ified nurse or a new staff nurse in the hospital may have diffi- All of the care officers viewed experience as the most im-
culty in taking charge of the unit within a few months as they portant factor to take charge. Furthermore, care officers
may not be well versed with the policies and procedures, daily felt only after 5–10 years of experience one can take charge.
routines, patients conditions etc. However, they cannot decline Whereas the staff nurses felt that one could take charge
taking charge of a unit, if they are asked to.” after being in the hospital for minimum 10–12 months, how-
The managers also concurred that most of the care of- ever, he/she needs to be in the same ward for a length of time
ficers could take charge of the unit as they have been to acquaint themselves with the ward routine, policies and pro-
in the hospital for many years. However, they also con- cedures, patients condition, key persons to be identified in a crisis
tested that it is essential to have a theoretical knowledge situations, etc.
of leadership and management issues such as leader- The management group also expressed that there is
ship styles, conflict resolution, team building, etc. to a difference in experience among the staff but in con-
effectively handle certain sensitive issues. One of the trast, considered the experience in nursing is the same
managers expressed “. . . . . care officers may handle a critical wherever one has worked previously. However, they also
incident on the unit or may carry out the daily routines but when considered it is essential to know the daily routines and
it comes to conflict resolution or team building or showing certain policies and procedures, etc. to run a unit smoothly. Sug-
management styles, they may lack information so it is good to go gesting that there is a need for some experience in the
for a management course or attend theory classes organised by hospital to learn all the basics and get to know the key
the training and development department in the hospital.” persons. One of the participants strongly recommended
experience as a key element to take charge of the unit.
“. . . . . You cannot forget experience; it is only through experience
Theme 2: Differences in experience—“three that one learns the skills. We have seen many incidents where a
generations” newly qualified nurse or a new staff nurse in the hospital com-
The participants described the staff in CMH as belonging pletely depend upon a senior care officer or a senior staff nurse
to “three generations.” to handle a situation or to make any decision. So experience in
The first generation are the group of care officers who the hospital should be a requirement for anyone who is taking
have more than 20 years of experience in the service, charge.”
they are perceived as being able to take charge of a unit
effectively as they have learnt these skills through obser-
Theme 3: Training program
vation over the years.
The second generation of staff are the cohort of staff One of the newly qualified staff nurses explained “. . . I
nurses who have been in the service for 5–10 years, have learnt the theory on management in my nursing course
hence they are also perceived as being able to take but I think I cannot implement all those things here without
charge of a unit effectively as they have both the theo- someone’s guidance on how to mange a ward in this setting. I
retical background on leadership and management skills think I need to learn these skills in this setting to be an effective
through their preregistration nurse training. They have nurse manager.”
also gained considerable experience by working in the One of the participants from the care officer group
hospital for several years. stated that there was no need for formal training pro-
The third generation of staff included those who are grams, however, he made a number of suggestions for
newly qualified staff nurses and overseas nurses, who teaching clinical leadership skills to a newcomer in the
have worked in the CMH for a short period of time, hence hospital. The participant also suggested that there should
they perceive themselves (or are perceived by others) as be a structured training package but it should be delivered
not fully equipped to take charge of a unit even though in the unit by unit managers rather than teaching every-
they have the theoretical background from their prereg- thing in the classroom. Baillie (1999) identified similar

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Development of a leadership role in a secure environment S. Rani et al.

views from staff nurses that nothing can prepare one for
Table 1 Comparison of views of study participants on clinical leadership
learning these skills, however; it would be useful if there
skills
was a list of skills identified on units where they could
be practiced. Similarly, the Framework for Nursing in Gen- Staff nurse and care officers’ views Views of management group
eral Practice (2005) suggests developing an information Knowledge of policies and Knowledge of policies and
pack with written material that could be used by new procedures procedures
staff. Knowledge of patients Knowledge of patients
All of the managers felt that there is a need for a train- Knowledge of the ward routines Knowledge of the ward routines
ing program, which should include both skills training Communication Communication
and theory classes. Furthermore, the managers expressed Management of human resources Good interaction with patients
Good personality Good personality
that they would support such a training program “if the
-Assertiveness -Assertiveness, confident
unit managers, rather than the training and development de- -Confident -Jovial disposition, competent
partment deliver it.” McMahon, Szczepanska, Hehir, and -Competent -Common sense, keen to learn
Flatt (2004) agree that if a scheme like that were to be -Accessible -Enthusiastic, creative
introduced, it would have to be with the wholehearted -Works autonomously
cooperation of the clinical staff. It would need to be run Conflict resolution Conflict resolution
on their terms and within their guidelines—not some Delegation Delegation
Decision making Decision making
scheme dreamt up by an academic and imposed from
Directing Time management
afar. Supervision skills
Thus, all the participants said that there was no
formal in-service training program available to learn
clinical leadership skills. Furthermore, the participants
felt that there was a need to develop a training pro-
Theme 4: Leadership skills
gram to help staff nurses and care officers to man-
age a ward effectively. They suggested the training The participants identified different leadership skills,
program should also enhance their personal and profes- which they would like to see in a unit manager. The
sional role in providing quality care. The Sainsbury Cen- skills recognized by the participants are listed in Table 1.
tre for Mental Health (2000) highlights the lack of time as All groups identified more or less similar clinical lead-
a key factor that results in services not providing train- ership skills to manage a unit effectively. There were
ing in risk assessment, and clinical supervision and staff only a few differences in their views such as the man-
development. agement group gave an extensive account of personal
The participants appreciated the current induction pro- qualities that makes a staff nurse or a care officer a bet-
gram for new staff nurses. However, they expressed that ter leader. Furthermore, they stressed the importance
“. . . it is not possible for anyone to understand everything in the of time management and interaction with the patients. Bail-
first few days, you can only take so much for a day and the hu- lie (1999) identified similar views from ward managers
man brain can retain only so much so the leadership aspects such as communication skills, assertiveness, being artic-
may not be worth teaching during the first induction period. ulate, questioning, working as a team member, prob-
They need to be here for a while to understand the hospital rou- lem solving, change management, time management and
tine and stuff like that. Therefore, consideration should be made medicolegal aspects being the positive skills of a leader.
when planning a training programme, perhaps such training Whereas, staff nurses and care officers gave an account
should be provided for staff nurse after 6–8 months of being in of human resource management and supervisory skills
the hospital. There is a need for such a probationary period to that a leader should possess. Gould, Kelly, and Maid-
ease the transition from student to staff nurse, especially now, well (2001) contradict this view by stating that clinical
when students spend less time on the wards than they used to.” nurse managers have disliked the human resource issues
Nurse training is about the acquisition of knowledge and as they spent a considerable amount of time in recruiting
skills, but it is also developmental—a process of growing staff. However, no one from the staff group mentioned
up. New nurses need time and space to shape their iden- the provision of direct patient care as a nurse managers’
tity as a nurse, with the support of senior colleagues (Mc responsibility. The researchers feel this could be because
Mahon et al., 2004). Loiseau, Kitchen, and Edgar (2003) staff nurses see themselves as being in a more responsible
expressed similar views that a 6 month’s time frame is position when they take charge of the unit, hence they
important to allow the graduates to solidify their skills in may perceive their role as more of a supervisor rather
the field. than a provider of direct patient care.

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S. Rani et al. Development of a leadership role in a secure environment

Theme 5: Teaching-learning methods ity, health, and safety), managing people (for example,
clinical leadership, motivation) and managing informa-
All of the participants identified similar teaching-learning
tion (e.g., report preparation).
methods for the training program. The methods such as
Hence, it is evident from the analysis that different
“Management days” were widely appreciated by all the
methods of teaching and learning such as management
participants. Sayeed (1983) suggests that student nurses
days, shadowing, precepting, mentoring, role-modeling
and newly qualified nurses should be given opportunities
may be adopted to learn the management skills on the
to run the ward under supervision so that they can prac-
unit and a theoretical input on management style and
tice prioritizing and organizing, but be given the chance
other clinical leadership skills will be beneficial to be a
to discuss difficulties. “Shadowing” was another popular
ward manager.
method suggested by the participants to deliver a training
program. Baillie (1999) and Department of Health (2005)
revealed similar view of adopting a “shadowing” method Limitations of the study
to learn the skills on the units. Furthermore, the shad- The researchers acknowledge that this study did not con-
owing of specific activities and events were considered as sider the educational qualifications of participants as part
more useful and of a higher value in learning experience of the study. Another limitation identified by the re-
than a full-day shadowing. searchers is that the study focused on exploring only core
“Mentoring,” “Precepting,” and “Role Modeling” were also clinical leadership skills to manage a secure unit. It is rec-
identified as other relevant methods of teaching and ommended that further research needs to be carried out
learning. Many researchers have favored mentors and to identify unique issues relevant to clinical leadership
preceptors as they are a very good source of informa- within a secure setting.
tion for newly qualified staff (Baldwin & Blackburn,
1981; Genrich & Pappas, 1997; Gibbs, Gold, & Jenkins,
1987; Mills, 1983; Siler & Kleiner, 2001). Furthermore,
Conclusion and implications
Oermann and Garvin (2002) and Ulrich (2003) identi- This study has explored the perceived training needs of a
fied the need for a consistent mentor who serves as a cross-section of staff to adopt a clinical leadership role and
role model to new graduates to help them cope with manage a ward in the absence of an identified unit man-
the stresses they face on the commencement of practice. ager and to further develop a training program to meet
Convey (1991) describes role modeling (setting a good those needs. It is clear from this study that the newly
example) as the responsibility of leaders to stay focused qualified staff nurses and new nurses perceived them-
and lead by example. The downside, however, is men- selves as having a deficit in skills that are required to
tors and preceptors may have personality clashes and in- take charge of a unit due to a theory-practice gap, lack
evitable relationship problems with new staff nurses as of information on operational guidelines, and a lack of
well as a lack of time to commit, workload, and poor com- experience on the unit. This implies that there is a re-
munication skills, which may hinder the quality of infor- quirement to prepare operational guidelines for each unit
mation provided by the mentors and preceptors (Depart- and to introduce a model of clinical supervision to sup-
ment of Health, 2005). Therefore, Reno (2005) suggests port staff in decision making and developing their prac-
a combination of online and in-house mentoring pro- tice. A training program on clinical leadership skills is rec-
grams to make the teaching/learning more attractive and ommended to be developed for all staff in the service.
beneficial. The researchers recommend delivering this training pro-
“Simulation” method was also suggested to be helpful gram for unit-based staff after 8–10 months of working
for staff nurses and care officers to learn the clinical lead- within a secure unit using relevant theory and a men-
ership and management skills. Simulation exercises on torship model. Hurst (2000) suggests that education pro-
managing an incident, and conflict resolution helps to grams for nurses should match the clinical areas in which
prepare new staff nurses for management (Ross, 1988). they work. Reviews need to be done of the range of skills
Similarly, the participants considered “Theoretical input” required to be competent practitioners in environments
on management styles and certain management skills are where patients are highly dependent and sometimes ag-
essential along with clinical learning. Loiseau et al. (2003) gressive and violent. Punch and Horner (1991) suggest
reported that a combination of classroom teaching and that a training needs analysis can provide organizations
clinical learning reduced nurse vacancy rates. Similarly, with the information necessary to provide appropriate
Storey (1996) describes the management training pro- courses; this involves an agreement between an organi-
gram as skills based, and competence must be achieved zation, education providers, and students. A consensus
in relation to managing services (e.g., monitoring qual- will need to be reached among all parties concerned for

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Development of a leadership role in a secure environment S. Rani et al.

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this service. forensic mental health services by stratified risk. Advances in
Psychiatric Treatment, 8, 433–443.
Kennedy, H. (2006). The future of forensic mental health
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