Cited by 31Innovations in Medical EducationInnovative Education and Learning PracticesHealth and Medical Education

Expansive learning in medical education: Putting Change Laboratory to work

Open access
Morris, Clare, Reid, Anne-Marie, Ledger, Alison, Teodorczuk, Andrew·2021·Medical Teacher

Abstract

This paper explores the purposeful use of conceptual and methodological tools provided by Cultural Historical Activity Theory (CHAT) to transform learning cultures and practices within and across diverse clinical learning environments. We describe how Change Laboratory methodology helped clinicians and others who support student, intern, and resident education to make changes collaboratively. A case study in undergraduate medical education shows how this created new forms of medical student placement and a postgraduate study shows how it addressed supervisors' undermining behaviour towards Obstetrics and Gynaecology residents. This empirical work illustrates ways of modifying the classical Change Laboratory process to fit local contexts, resources, and needs. We conclude with lessons learned and future directions for practitioner-researchers who wish to broaden the range of methodological tools they use to transform clinical learning environments.

Integrity signals

Registry

Crossref · 10.1080/0142159x.2020.1796948

Cites

16 of 16 references verified0 citation errors · 0 not checkable

Statistics

Nothing to recompute.

Claims the paper makes

0 of 19 cited sources checked · 0 supported · 0 flagged

  • Findingnone given

    The second case study transformed learning cultures in postgraduate Obstetrics and Gynaecology training in London, UK.

    “The second draws on work to transform learning cultures in postgraduate Obstetrics and Gynaecology (O&G) training, London, UK.”
    Quote in the paperNot a substantial claim
  • Findingown data

    Eight 3-hour Change Laboratory sessions enabled practitioners to identify, introduce, review and embed ways of working that could achieve the shared object of higher quality training and safer patient care.

    “Eight 3-hour Change Laboratory sessions enabled practitioners to identify, introduce, review and embed ways of working that could achieve the shared object of higher quality training and safer patient care.”
    Quote in the paperSubstantial claim
  • Findingnone given

    In CL1, practitioners in two interacting activity systems came together to re-think clinical placements.

    “In CL1, practitioners in two interacting activity systems came together to re-think clinical placements.”
    Quote in the paperSubstantial claim
  • Findingcitation

    The first case study co-created medical student assistant placements across a range of settings in Leeds, UK.

    “The first case study illustrates how clinical, administrative and academic staff co-created medical student assistant placements across a range of settings in Leeds, UK (Reid et al 2015).”
    Quote in the paperNot a substantial claim0 of 1 sources checked
    • cites Reid et al 2015

      Not checked in the free run.

  • Findingreasoning

    Existing data such as placement evaluation responses and official surveys supplemented observations in helpful ways.

    “Existing data such as placement evaluation responses and official surveys of trainees' experiences supplemented this in helpful ways.”
    Quote in the paperNot a substantial claim
  • May combine two claims. 20
  • Classified as probably not a substantial claim. 19
  • May combine two claims.

    Findingown data

    The education and leadership fellows mediated between practitioners and senior leaders and championed changes from Change Laboratory sessions in practical ways.

    “They mediated between practitioners and senior leaders and, importantly, championed changes that arose from the Change Laboratory sessions in very practical ways.”
    Quote in the paperSubstantial claim
  • May combine two claims.

    Findingreasoning

    Work pressures in clinical systems made the composition of CL2 sessions different every time, although each had representation from nursing, midwifery and medicine, including trainees.

    “Work pressures in clinical systems made the composition of CL2 sessions different every time, although each had representation from nursing, midwifery and medicine, including trainees.”
    Quote in the paperNot a substantial claim
  • May combine two claims.

    Findingown data

    The authors used Change Laboratory to expose historical and cultural roots of existing activity while engaging stakeholders in co-constructing new and shared objects of activity.

    “We have used it to expose the historical and cultural roots of existing activity whilst engaging stakeholders in coconstructing new and shared objects of activity.”
    Quote in the paperSubstantial claim
  • May combine two claims.

    Findingown data

    Participants were extremely reluctant at first to take part in multi-professional discussions, so the team started with profession-specific sessions, which analysed and made visible points of connectedness and established trust.

    “Participants were extremely reluctant at first to take part in multi-professional discussions so we started with profession-specific sessions, which analysed and made visible points of connectedness, and established trust.”
    Quote in the paperNot a substantial claim
  • May combine two claims.

    Findingnone given

    In CL1, providers recruited were interested in making improvements and their placements had been positively evaluated by students.

    “In CL1, we recruited providers who were interested in making improvements and whose placements had been positively evaluated by students.”
    Quote in the paperNot a substantial claim
  • May combine two claims.

    Findingown data

    Factors showing when teams were ready for expansive development work included willingness to work collaboratively across professional roles and hierarchies, commitment to participating in sessions away from day-to-day work activity, and genuine support from healthcare managers.

    “A number of different factors showed when teams were ready for expansive development work, including: willingness to work collaboratively across professional roles and hierarchies, commitment to participating in sessions away from day-to-day work activity and genuine support from healthcare managers.”
    Quote in the paperSubstantial claim
  • May combine two claims.

    Findingnone given

    Releasing staff to attend CL2 was challenging, so many participants chose to come in on non-working days.

    “Releasing staff to attend CL2 was challenging so many participants chose to come in on non-working days.”
    Quote in the paperNot a substantial claim
  • Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.

    Findingnone given

    The authors were familiar with CHAT conceptual tools but these projects were their first experience of Change Laboratory.

    “Whilst we were familiar with the conceptual tools of CHAT, these projects were our first experience of Change Laboratory.”
    Quote in the paperNot a substantial claim
  • Probably not a substantial claim: may not pass S3 (load-bearing).

    Findingnone given

    Even so, the project team had to negotiate hard to ensure the right mix of practitioners was released and supported to take part.

    “Even so, the project team had to negotiate hard to ensure the right mix of practitioners was released and supported to take part.”
    Quote in the paperNot a substantial claim
  • May combine two claims.

    Findingown data

    CL2 identified strategies to foster closer working-learning relationships and more joined-up care, including multi-professional huddles on all wards, briefing and debriefing around antenatal clinics, and multi-professional in-situ simulations.

    “This identified strategies to foster closer working-learning relationships and more joined-up care.These included multi-professional 'huddles' on all wards, briefing clinicians before and debriefing them after antenatal clinics and conducting multiprofessional in-situ simulations.”
    Quote in the paperSubstantial claim
  • Probably not a substantial claim: may not pass S3 (load-bearing).

    Findingnone given

    A useful adaptation was to invite a senior manager to join the last half-hour of every Change Laboratory, to be briefed on proposed changes and asked to support them before clinicians on wards and in clinics were told.

    “A useful adaptation was to invite a senior manager to join the last half-hour of every Change Laboratory, to be briefed on the changes being proposed and asked to support them before clinicians on wards and in clinics were told.”
    Quote in the paperNot a substantial claim
  • May combine two claims.

    Findingreasoning

    In CL1, placements made progress when a consultant, junior doctor, senior nurse, and placement co-ordinator attended, but were less successful when only a limited range of voices were heard.

    “In CL1, placements made progress when a consultant, junior doctor, senior nurse, and placement co-ordinator attended, but were less successful when only a limited range of voices were heard.”
    Quote in the paperSubstantial claim
  • Probably not a substantial claim: may not pass S3 (load-bearing).

    Findingnone given

    Commissioners of the CL2 project invested considerable effort in finding pilot sites with senior-level 'buy-in'.

    “Commissioners of the CL2 project invested considerable effort in finding pilot sites with senior level 'buy-in'.”
    Quote in the paperNot a substantial claim
  • May combine two claims.

    Premisecitation

    The success of interventions of this type is influenced by practitioners' and managers' motivation to find solutions for externally recognised issues, availability of expertise in CHAT, and prior knowledge or experience of Change Laboratory methods.

    “The success of interventions of the type we describe here is influenced by practitioners' and managers' motivation to find solutions for (externally) recognised issues, the availability of expertise in CHAT and prior knowledge or experience of Change Laboratory methods (Virkkunen and Newham 2013).”
    Quote in the paperNot a substantial claim0 of 1 sources checked
    • cites Virkkunen and Newham 2013

      Not checked in the free run.

  • Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based). May combine two claims.

    Interpretationnone given

    Using familiar ways of collecting data can help practitioner-researchers with qualitative experience distance themselves reflectively from practices with which they are over-familiar, and this can help formulate and solve problems collectively.

    “If they are not available, practitioner-researchers with qualitative experience might use familiar ways of collecting data to distance themselves, reflectively, from practices with which they are (over-) familiar.This can help formulate and solve problems collectively.”
    Quote in the paperNot a substantial claim
  • May combine two claims.

    Interpretationown data

    One workplace had a very risk-averse culture because patient safety was high on the management agenda, making it much harder for students to be seen as valuable contributors to patient care.

    “One workplace, for example, had a very risk-averse culture because patient safety was high on the management agenda.This made it much harder for students to be seen as valuable contributors to patient care.”
    Quote in the paperNot a substantial claim
  • Probably not a substantial claim: may not pass S2 (checkable), S4 (based). May combine two claims.

    Interpretationnone given

    CHAT is highly relevant to problems in 21st century practice, whose complexity lends itself poorly to care processes rooted in historically-set divisions of labour.

    “Despite being rooted in theories of Vygotsky and Leont'ev from the early 20 th Century, CHAT is highly relevant to problems in 21 st century practice, whose complexity lends itself poorly to care processes that are rooted in historically-set divisions of labour.”
    Quote in the paperNot a substantial claim
  • Classified as probably not a substantial claim.

    Interpretationnone given

    The emphasis on collective and multi-voiced practice invites engagement within and between medical education and healthcare systems.

    “Third, the emphasis on collective and multi-voiced practice invites engagement within and between medical education and healthcare systems.”
    Quote in the paperSubstantial claim
  • Probably not a substantial claim: may not pass S2 (checkable). May combine two claims.

    Interpretationreasoning

    Change Laboratory has the potential to open silos and foster respectful, creative working relationships.

    “Change Laboratory has the potential to open silos and foster respectful, creative working relationships.”
    Quote in the paperNot a substantial claim
  • Classified as probably not a substantial claim.

    Premisecitation

    Expansive learning occurs when established ways of doing things become unviable or undesirable because contradictions in work practices have accumulated.

    “Expansive learning takes place when established ways of doing things are no longer viable or desirable because contradictions in work practices have accumulated.”
    Quote in the paperSubstantial claim0 of 1 sources checked
    • cites Engeström 2011a

      Not checked in the free run.

  • Classified as probably not a substantial claim. May combine two claims.

    Premisecitation

    Change Laboratory brings work redesign closer to daily shop floor practice while keeping it analytical, creating a new dialectic of close embeddedness and reflective distancing.

    “Change Laboratory 'bring(s) work redesign closer to the daily shop floor practice while still keeping it analytical -a new dialectic of close embeddedness and reflective distancing' (Virkkunen et al 2013 pp 24).”
    Quote in the paperSubstantial claim0 of 1 sources checked
    • cites Virkkunen et al 2013

      Not checked in the free run.

  • Probably not a substantial claim: may not pass S2 (checkable), S4 (based).

    Interpretationreasoning

    Making members of different professions aware of their interdependency and making explicit the purposes, practices and divisions of labour in clinical work is key to making sense of complex clinical learning environments.

    “We propose that making members of different professions aware of their interdependency and making explicit the purposes, practices and divisions of labour in their clinical work is key to making sense of complex clinical learning environments.”
    Quote in the paperNot a substantial claim
  • Classified as probably not a substantial claim.

    Interpretationreasoning

    This work frames undermining as a systemic issue arising from processes and practices that lessen teams' abilities to work well together.

    “This work frames undermining as a systemic issue arising from processes and practices that lessen teams' abilities to work well together.”
    Quote in the paperSubstantial claim
  • May combine two claims.

    Study design and conductnone given

    It was not possible or necessarily appropriate to video-record authentic clinical care for use as 'mirror data'; instead, both teams observed practice and discussed observations with practitioners within and outwith sessions.

    “It was not possible (nor necessarily appropriate) to video-record authentic clinical care for use as 'mirror data'; instead, both teams spent time observing practice and discussing their observations with practitioners both within and outwith sessions.”
    Quote in the paperNot a substantial claim
  • Classified as probably not a substantial claim. May combine two claims.

    Premisecitation

    UK residents' ratings of O&G learning environments are poor because undermining behaviour by supervisors is widespread.

    “UK residents' ratings of O&G learning environments are poor because undermining behaviour by supervisors is widespread (RCOG 2020).”
    Quote in the paperSubstantial claim0 of 1 sources checked
    • cites RCOG 2020

      Not checked in the free run.

  • Classified as probably not a substantial claim.

    Interpretationreasoning

    The paper illustrates how the tools of CHAT can be put to use by practitioner-researchers seeking to transform the culture and practice of clinical learning environments.

    “This paper illustrates how the tools of CHAT can be put to use by practitioner-researchers seeking to transform the culture and practice of clinical learning environments.”
    Quote in the paperSubstantial claim
  • Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.

    Premisecitation

    The terms under which a research project is commissioned are likely to limit what is possible, and one does what one can given available opportunities.

    “Blackler (2009) noted that”
    Quote in the paperNot a substantial claim0 of 1 sources checked
    • cites Blackler 2009

      Not checked in the free run.

  • Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).

    Interpretationnone given

    It can be hard, at first, to understand the conceptual and methodological tools of CHAT, which require clinical educators to rethink radically the relationship between learning and system development.

    “It can be hard, at first, to understand the conceptual and methodological tools of CHAT, which require clinical educators to rethink, radically, the relationship between learning and system development.”
    Quote in the paperNot a substantial claim
  • Classified as probably not a substantial claim.

    Premisecitation

    Expansive learning is a product of social dynamics between humans within the material, cultural and historical contexts of work practices.

    “Expansive learning, drawing on CHAT principles, is a product of the social dynamics between humans, played out within the material, cultural and historical contexts of work practices (Engeström and Sannino 2010;Engeström and Pyörälä 2020, this issue).”
    Quote in the paperSubstantial claim0 of 2 sources checked
    • cites Engeström and Sannino 2010

      Not checked in the free run.

    • cites Engeström and Pyörälä 2020

      Not checked in the free run.

  • Classified as probably not a substantial claim. May combine two claims.

    Premisecitation

    Change Laboratory is a system-level interventionist research methodology that charts and analyses existing practices and co-creates new forms of work activity.

    “Change Laboratory is a system level (beyond individuals and teams) interventionist research methodology, which charts and analyses existing practices in-depth and purposefully cocreates new forms of work activity (Virkkunen and Newnham 2013; Engeström and Pyörälä 2020, this issue).”
    Quote in the paperSubstantial claim0 of 2 sources checked
    • cites Virkkunen and Newnham 2013

      Not checked in the free run.

    • cites Engeström and Pyörälä 2020

      Not checked in the free run.

  • Probably not a substantial claim: may not pass S2 (checkable).

    Premisecitation

    The potential utility of Change Laboratory is obvious when considering resistance to change in clinical practices that must keep pace with changes in treatments and technologies.

    “The potential utility of Change Laboratory is obvious when one considers the resistance to change that exists in clinical practices that have to keep pace with changes in treatments and technologies (Engeström 2018).”
    Quote in the paperNot a substantial claim0 of 1 sources checked
    • cites Engeström 2018

      Not checked in the free run.

31 of 31
  • The paper relies on this without support.

    Previous interventions to change individual workplace behaviour have had limited success.

    “Previous interventions have tried to change the workplace behaviour of individuals with limited success.”
  • The paper relies on this without support.

    Most knowledge learned by participating is embedded in pre-existing work practices.

    “Most of the knowledge learned by participating is embedded in pre-existing work practices.”
2 of 2

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Cites

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Research works printed but not linked: 1

  1. Virkkunen J, 2010, Activity Theory in practice. Promoting learning across boundaries and agencies

Cited by

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Authors
Morris, C., Reid, A.-M., Ledger, A., & Teodorczuk, A.
Affiliations
  • University of Cambridge (GB)
  • University of Leeds (GB)
  • Griffith University (AU)
Corresponding author
Morris, Clare
Venue
Medical Teacher
Published
2020-07-29
Volume
43
Issue
1
Pages
38-43
ISSN
  • 0142-159X (ISSN-L)
  • 1466-187X
OpenAlex
W3046141428
Cited by
31
References
16
Citations by year
2026: 3 · 2025: 5 · 2024: 5 · 2023: 6 · 2022: 5 · 2021: 5 · 2020: 2
FWCI
3.37
Type
journal article
Language
en
Open access
Locations
  • Medical Teacher (publishedVersion)
  • PubMed (publishedVersion)
  • White Rose Research Online (University of Leeds, The University of Sheffield, University of York) (submittedVersion)
  • Griffith Research Online (submittedVersion, other-oa)
Topics
  • Health Sciences › Medicine › Public Health, Environmental and Occupational Health › Innovations in Medical Education
  • Social Sciences › Human Factors and Ergonomics › Innovative Education and Learning Practices
  • Health Sciences › Health Professions › General Health Professions › Health and Medical Education
Keywords
Change Laboratory, cultural-historical activity theory, medical education, clinical learning environment, undergraduate medical education, graduate medical education, medical student placements, collaborative change, practitioner-researchers
MeSH terms
Education, Medical, Health Personnel, Humans, Laboratories, Students, Medical

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