The Individual and Family Self-Management Theory: Background and perspectives on context, process, and outcomes
Open accessAbstract
Current evidence indicates that individuals and families who engage in self-management (SM) behaviors improve their health outcomes. While the results of these studies are promising, there is little agreement as to the critical components of SM or directions for future study. This article offers an organized perspective of similar and divergent ideas related to SM. Unique contributions of prior work are highlighted and findings from studies are summarized. A new descriptive mid-range theory, Individual and Family Self-management Theory, is presented; assumptions are identified, concepts defined, and proposed relationships are outlined. This theory adds to the literature on SM by focusing on individuals, dyads within the family, or the family unit as a whole; explicating process components of SM; and proposing use of proximal and distal outcomes.
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Self-management is defined by being set within the context of the family, being a lifelong dynamic process of self-monitoring and self-evaluation, and involving a perspectival shift from illness to wellness.
“In addition to core tasks and skills, SM is defined by its being set within the context of the family7,8, by being a lifelong dynamic process of self-monitoring and self-evaluation2, and by involving a perspectival shift from illness to wellness4.”
From Self-management: Enabling and empowering patients living with cancer as a chronic illness (2011) · cites this paper as [2]
Self-management has come of age after more than four decades of scientific consideration.
“The concept of SM has come of age after more than four decades of scientific consideration2.”
From Self-management: Enabling and empowering patients living with cancer as a chronic illness (2011) · cites this paper as [2]
Expectations for patients and families to manage themselves have outpaced the development of effective self-management interventions.
“Expectations for patients and families to manage themselves have outpaced the development of effective SM interventions—interventions that impart the knowledge and skills and facilitate the social networking patients and families require for managing themselves2.”
From Self-management: Enabling and empowering patients living with cancer as a chronic illness (2011) · cites this paper as [2]
Core self-management behaviours are heavily influenced by one's knowledge and self-efficacy.
“All of these core self-management behaviours are heavily influenced by one's knowledge [81] and self-efficacy [82] and must be targeted in order to prevent or manage chronic disease.”
From Providing lifestyle advice to women with PCOS: an overview of practical issues affecting success (2021) · cites this paper as [81]
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Sorted by citations
Self-management: Enabling and empowering patients living with cancer as a chronic illness
McCorkle, R., Ercolano, E., Lazenby, M., Schulman-Green, D., Schilling, L. S., Lorig, K., & Wagner, E. H. (2011) · CA: A Cancer Journal for Clinicians · doi:10.3322/caac.20093 · Cited by 950 · see citing works
Self-Management: A Comprehensive Approach to Management of Chronic Conditions
Grady, P. A., & Gough, L. L. (2014) · American Journal of Public Health · doi:10.2105/ajph.2014.302041 · Cited by 923 · see citing works
Processes of Self‐Management in Chronic Illness
Schulman‐Green, D., Jaser, S., Martin, F., Alonzo, A., Grey, M., McCorkle, R., Redeker, N. S., Reynolds, N., & Whittemore, R. (2012) · Journal of Nursing Scholarship · doi:10.1111/j.1547-5069.2012.01444.x · Cited by 657 · see citing works
Alessa, T., Abdi, S., Hawley, M. S., & de Witte, L. (2018) · JMIR mhealth and uhealth · doi:10.2196/10723 · Cited by 160 · see citing works
Huygens, M. W. J., Vermeulen, J., Swinkels, I. C. S., Friele, R. D., van Schayck, O. C. P., & de Witte, L. P. (2016) · BMC Health Services Research · doi:10.1186/s12913-016-1484-5 · Cited by 131 · see citing works
Telehealth for diabetes self-management in primary healthcare: A systematic review and meta-analysis
So, C. F., & Chung, J. W. (2018) · Journal of Telemedicine and Telecare · doi:10.1177/1357633x17700552 · Cited by 138 · see citing works
Empowering Patients with Persistent Pain Using an Internet-based Self-Management Program
Wilson, M., Roll, J. M., Corbett, C., & Barbosa-Leiker, C. (2015) · Pain Management Nursing · doi:10.1016/j.pmn.2014.09.009 · Cited by 83 · see citing works
Providing lifestyle advice to women with PCOS: an overview of practical issues affecting success
Ee, C., Pirotta, S., Mousa, A., Moran, L., & Lim, S. (2021) · BMC Endocrine Disorders · doi:10.1186/s12902-021-00890-8 · Cited by 70 · see citing works
How Technology in Care at Home Affects Patient Self-Care and Self-Management: A Scoping Review
Peeters, J., Wiegers, T., & Friele, R. (2013) · International Journal of Environmental Research and Public Health · doi:10.3390/ijerph10115541 · Cited by 61 · see citing works
Jerofke, T., Weiss, M., & Yakusheva, O. (2014) · Journal of Advanced Nursing · doi:10.1111/jan.12286 · Cited by 61 · see citing works
Cho, M.-K., & Kim, M. Y. (2021) · International Journal of Environmental Research and Public Health · doi:10.3390/ijerph182312750 · Cited by 57 · see citing works
What works for whom in the management of diabetes in people living with dementia: a realist review
Bunn, F., Goodman, C., Reece Jones, P., Russell, B., Trivedi, D., Sinclair, A., Bayer, A., Rait, G., Rycroft-Malone, J., & Burton, C. (2017) · BMC Medicine · doi:10.1186/s12916-017-0909-2 · Cited by 28 · see citing works
Tong, H.-J., Qiu, F., & Fan, L. (2021) · World Journal of Clinical Cases · doi:10.12998/wjcc.v9.i4.774 · Cited by 12 · see citing works
Wehmeier, P. M., Fox, T., Doerr, J. M., Schnierer, N., Bender, M., & Nater, U. M. (2019) · Therapeutic Innovation & Regulatory Science · doi:10.1177/2168479019849879 · Cited by 10 · see citing works
- Authors
- Ryan, P., & Sawin, K. J.
- Affiliations
- University of Wisconsin–Milwaukee (US)
- Children's Hospital of Wisconsin (US)
- Corresponding author
- Ryan, Polly
- Venue
- Nursing Outlook
- Publisher
- Elsevier BV
- Published
- 2009-07
- Volume
- 57
- Issue
- 4
- Pages
- 217-225.e6
- ISSN
- 0029-6554 (ISSN-L)
- PMC
- PMC2908991
- OpenAlex
- W2064544760
- Cited by
- 865
- References
- 113
- Citations by year
- 2026: 64 · 2025: 86 · 2024: 72 · 2023: 88 · 2022: 75 · 2021: 92 · 2020: 92 · 2019: 60 · 2018: 68 · 2017: 57 · 2016: 25 · 2015: 21 · 2014: 21 · 2013: 21 · 2012: 15
- FWCI
- 19.02
- Type
- journal article
- Language
- en
- Open access
- green
- www.ncbi.nlm.nih.gov
- Locations
- Nursing Outlook (publishedVersion)
- PubMed (publishedVersion)
- Europe PMC (PubMed Central) (acceptedVersion)
- PubMed Central (acceptedVersion)
- Funders
- National Institute of Nursing Research (R15NR009021, 1P20NR0010674-01, T32NR007102, P20NR010674)
- Topics
- Health Sciences › Health Professions › Pharmacy › Nursing care and research
- Health Sciences › Health Professions › General Health Professions › Health and Wellbeing Research
- Health Sciences › Medicine › Endocrinology, Diabetes and Metabolism › Diabetes Management and Education
- Keywords
- self-management, family self-management, Individual and Family Self-Management Theory, middle-range theory, family dyads, family unit, health behavior, health outcomes
- MeSH terms
- Adaptation, Psychological, Attitude to Health, Chronic Disease, Family, Family Health, Health Status, Homeostasis, Humans, Individuality, Life Style, Nursing Theory, Outcome and Process Assessment, Health Care, Patient Education as Topic, Philosophy, Nursing, Psychological Theory, Self Care, Nursing Research, Self Efficacy
About these checks
Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
Statistics and arithmetic are recomputed, not judged.
Confidence bands are shown only for fields calibrated on our annotated test set. None is calibrated yet, so no band is shown.
What counts as a claim ›How we measure confidence ›How we check this ›
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