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