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Table 1 Overview of key events in the implementation of the pilot research statement

From: Embedding research in health systems: lessons from complexity theory

Dates

Action

Theme

2013

Making the decision for change

 September

Patient and public advisory group and R&D Board approve proposal for change, each in one sitting

 3rd October

Trust Management Executive approves proposal

 3rd October–10th December

Discussion about research statement’s content: research only or research and education?

Self-organisation underpinned by conflict between groups

 10th December

Board of Directors decides statement should exclusively concern research

2014

 10th January

Board of Directors agree to pilot the statement in Services A and B

 1st April

Email from Trust General Manager with responsibility for patient letters to Service C (where trust review of patient letters already taking place) arranging to implement pilot statement about research and education in this service

 7th April

Biomedical Research Centre (BRC) Manager with responsibility for implementing research statement challenges General Manager that new wording is not what was agreed

 17th April

Trust Director for R&D decides to pilot research-only statement in a different service (Service D)

 30th April

Service D’s R&D Lead agrees to pilot statement in that service

Interaction between the health system and the research system

 1st May

BRC Manager sends Service D’s Research Manager information about the letter statement

 25th June

BRC manager asks Service D’s R&D Lead to impress on the service’s Research Manager the importance of implementing the letter statement

 10th July

Research Manager says he will discuss with R&D Lead which clinics to implement the statement in and suggests the Manager for the wider clinical academic group may be responsible for implementation

 5th August

Following a request from the BRC Manager, the clinical academic group’s Deputy Manager contacts the R&D Lead offering to “discuss the roll out”

 18th August

R&D Lead emails BRC Manager to say no concerns reported from consultants “so please go ahead and arrange the necessary change in the clinic invite letter”

 28th August

R&D Lead emails again asking if new letters have been sent to patients; BRC manager replies that he thought R&D Lead would inform him when new letters had been sent; they identify that no one is implementing letter change

 29th August

R&D Lead asks clinical academic group’s Deputy Service Manger to liaise with administration to implement the change

 30th August

Clinical academic group’s Deputy Manager contacts her manager to ask him to implement research statement

 17th October

Clinical academic group’s Manager contacts Service D’s Service Manager and Patient Access Manager and asks them to change the letter

 24th October

Research statement is implemented in Service D