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The hidden treasure in nursing leadership: informal leaders

MARTY DOWNEY P h D , R N 1, SUSAN PARSLOW P h D , R N 1 and MARCIA SMART P h D , M B A 2

1Associate Professor of Nursing, Boise State University, Boise, ID and 2Leadership Strategist, Smart Leadership Solutions, Boise, ID, USA

Informal leaders

In today�s complex, dynamic healthcare management environment, it is imperative that nurse managers take a

more focused look at nursing leadership within the

arena of direct patient care in their organizations.

The current and evolving nursing shortage, as well as

the uncertainty of the healthcare climate, is creating

significant challenges to contemporary nurse manage-

ment and leadership. The goal of the present article was

to generate awareness of characteristics of informal

leaders in health care with the emphasis on nurses in

acute care settings. To discuss this phenomenon,

informal interviews took place with nurse managers in

two large urban medical centres in the United States

mountain west.

Now, more than ever, nursing needs energetic, com-

mitted and dedicated leaders to meet the challenges of

the healthcare climate and the nursing shortage. This

article presents a very important, timely and alternative

perspective to assist nurse managers dealing with cur-

rent challenges.

Correspondence

Marty Downey

Boise State University

1910 University Drive

Boise

ID 83725-1840

USA

E-mail: [email protected]

D O W N E Y M . , P A R S L O W S . & S M A R T M . (2011) Journal of Nursing Management 19, 517–

521

The hidden treasure in nursing leadership: informal leaders

Aim The goal of the present article was to generate awareness of characteristics of informal leaders in healthcare with the emphasis on nurses in acute care settings.

There is limited research or literature regarding informal leaders in nursing and how

they positively impact nursing management, the organization and, ultimately, patient care. Identification of nurses with leadership characteristics is important so

that leadership development and mentoring can occur within the nursing profession.

Background More than ever, nursing needs energetic, committed and dedicated

leaders to meet the challenges of the healthcare climate and the nursing shortage.

This requires nurse leaders to consider all avenues to ensure the ongoing profit-

ability and viability of their healthcare facility.

Key issues This paper discusses clinical nurses as informal leaders; characteristics of

the informal nurse leader, the role they play, how they impact their unit and how

they shape the organization.

Implication for nursing management Informal nurse leaders are an underutilized

asset in health care. If identified early, these nurses can be developed and empow-

ered to impact unit performance, efficiency and environmental culture in a positive

manner.

Keywords: informal leaders, informal nurse leaders, informal leadership, leadership in healthcare, nursing management, nursing leadership

Accepted for publication: 18 February 2011

Journal of Nursing Management, 2011, 19, 517–521

DOI: 10.1111/j.1365-2834.2011.01253.x ª 2011 The Authors. Journal compilation ª 2011 Blackwell Publishing Ltd 517

Shortell and Kaluzny (2000) describe Leadership as a

process through which an individual attempts to

intentionally influence others to accomplish a goal. A

great deal has been written about nursing leadership,

ranging from its impact on the nursing shortage, job

satisfaction, retention and turnover to patient safety

and outcomes. Others have focused on nursing leader-

ship competencies and behaviours as well as pathways

to leadership positions and education requirements. The

literature and research generally focuses on formal

leadership (Cummings et al. 2008). However, there is

very little, if any, literature or research regarding

informal leaders in nursing and how they might posi-

tively impact nursing management, the organization

and ultimately, patient care. It is vital to the future of

the nursing profession that those with leadership char-

acteristics are identified for development and mentoring

to occur.

There is no question that positive nursing leadership

is a critical component of a successful health care

organization. On the other hand, what about the

informal leader and their impact on the organization?

This question is the focus of the present investigation.

In a landmark study on leadership, Dr Marcia Smart

(2005) researched an evolving phenomenon called

�Informal Leadership�. Outside the boundaries of formal authority is a phenomenon, in which leadership is dri-

ven by a network of people who make things happen

primarily through subtle power and influence.

Approximately 80–90% of a typical health-care orga-

nization is non-management, and within this large

group are individuals who have the power and influence

to impact the level and quality of patient care at the

bedside (Lee & Cummings 2008). Anticipating the de-

mands for future nurse leaders, nurse managers should

consider identifying these individuals and begin defining

the roles they play in leadership. Additionally, nurse

leaders and managers should strive to understand how

informal nurse leaders gain their power and influence

and focus on the ways they can be mentored and sup-

ported.

Informal nurse leaders a hidden treasure

Smart (2005) stated that within most organizations

there lies a behind-the-scenes �shadow� organization made up of people and informal networks of people.

The leadership phenomenon within this network of

people and its cohorts is referred to as �informal lead- ership�. At the heart of the informal network is the informal nurse leader (INL).

Officially, every facility and unit has a formal orga-

nizational chart that delineates responsibilities and

identifies the chain of command. However, the manner

in which work is truly accomplished often follows an

undocumented and unacknowledged path, guided by

these individuals, the informal leaders, who are both

heavily relied upon and often taken for granted.

Informal leaders are individuals without formal title

or authority who serve as advocates for the business,

and heighten the contributions of others as well as their

own primarily through influence, relationship-building,

knowledge and expertise (Smart 2010).

Informal nurse leaders are ubiquitous, once they are

discovered. They represent an overlooked resource that

could be developed and supported to great advantage

by any manager savvy enough to take the time to

understand who they are, the roles they play and how

they function. Informal leaders rarely have the kind of

explicit qualifications that can be easily documented or

communicated, much less evaluated (Katzenbach &

Khan 2010). However, nurse managers equipped with

this understanding can appropriately identify, support,

reward and develop informal leaders.

How to identify informal leaders

Identifying informal leaders may appear to be a simple

process. It is often assumed that the person who is out

front, speaks up more often or seems to have the most

overt relationship with management would be an

informal leader. This assumption may not necessarily be

the case. In discussions with acute care nurse managers,

it was agreed upon that a critical distinction of informal

leadership is �influence�. Smart (2010) defines influence as the power to affect other people�s thinking and/or actions. Nurse managers can identify the influence of

informal leaders in the acute care setting primarily

through observation. Having an understanding of the

factors that contribute to nursing leadership is funda-

mental to ensuring a future supply of nurse leaders who

can positively influence outcomes for health care pro-

viders and patients (Cummings et al. 2008).

Informal leaders generally do not have formal titles as

defined by the organization. The following are traits of

informal nurse leaders identified by the nurse managers:

• expert nurses who want to share their knowledge; • nurses whose names are often mentioned to lead

teams or volunteer;

• recognized leaders amongst their peers – staff gen- erally migrate towards them;

M. Downey et al.

518 ª 2011 The Authors. Journal compilation ª 2011 Blackwell Publishing Ltd, Journal of Nursing Management, 19, 517–521

• nurses who elevate the whole team – �Pulls everyone together�; and

• nurses who have credibility and good track records with both peers and management – the high per-

formers.

These factors and attributes align with (Smart 2005)

criteria for identifying informal leaders.

How informal leaders stand out amongst their peers

The nurse managers interviewed for the present in-

vestigation stated that nurses who are informal leaders

have a strong work ethic (Grabowski & Logan 2009).

These nurses rarely have attendance problems, are

committed to patients, have integrity and always look

at the unit as a whole. One nurse leader stated that

informal nurse leaders have a sense of the �heartbeat of the unit� and take an interest in making it better. These leaders are strategic thinkers constantly absorbing and

analysing information and helping the team make better

decisions (Rath & Conchie 2008). With that broad

viewpoint, they can easily spot a coworker needing help

and are willing to help resolve the situation (Grabowski

& Logan 2009).

How informal leaders lead

Informal nurse leaders have varying forms of power.

Webster�s Dictionary (2009) defines power as the ability to do, act; strength; having great influence. In physics,

power is defined as the potential or capacity for action,

a mobilizing force that overcomes resisting forces. In

human behaviour, power is the underlying force of all

social exchange (Bass 1990). In health care organiza-

tions, as in other organizations, power can be seen as

the ability to take actions and initiate interactions. It is

the capacity to ensure the outcomes one wishes and to

prevent those one does not desire.

Nurse managers and leaders might take a moment

and consider their own unit or organization. They

might think of a nurse who has not been officially

vested with formal status, but has attained a position of

power and influence, is able to mobilize the people

around them to act even though they have not been

officially designated as leaders. Seek the nurse who is

adept at using his or her influence to establish team

norms and values, and coordinate group efforts. A

nurse with these qualities is the informal leader. Their

power and influence is based on being effective com-

municators, building and sustaining strong relation-

ships, and always having a good �read� on how the organization works (Smart 2010).

More qualities found in informal nurse leaders

Informal leaders want to be involved in discussions and

in shaping the direction of the unit or organization.

They are seen as standing up, speaking out, actively

listening and creating a safe comfortable environment

for others. These nurses are the leaders of the informal

and social networks. Informal networks are especially

important in knowledge-intensive sectors where people

use personal relationships to find information to do

their jobs (Cross et al. 2002).

The nurse managers stated that they hold informal

leaders in high regard because, when they consult with

them or make a request, the nurse manager is confident

the INL will follow through with the task at hand. Staff

and peers also gravitate towards informal leaders as

non-management because they are knowledgeable,

exude confidence and are trustworthy (Grabowski &

Logan 2009). Informal leaders are always willing to

help and are generally friendly and open allowing peers

to confide in them. INLs lead through relationship

building which is the essential glue that holds a team

together (Rath & Conchie 2008). For example, if a staff

nurse is new on the patient care unit and has a question,

the new nurses tend to feel more comfortable

approaching the nurse who is open and willing to share

information for the answer (Grabowski & Logan

2009).

How informal leaders view themselves

Informal leaders do not view themselves as special or

even as leaders necessarily. They think of themselves as

nurses doing their job. They come to work because it is

their �calling�. They have a sense of �ownership of the unit� and they feel responsible for outcomes of patient care (Grabowski & Logan 2009). Smart (2005) found

that a trademark of an informal leader is a sense of

humility. They are humble and do not �blow their own horn� – trying to take credit; they simply focus on get- ting the job done.

Informal leaders may accept acknowledgement or

rewards for their accomplishments; however, many

oppose any formal title or visible recognition. While

they often get recognition for their service that is not the

objective of serving. Their giving and service is what

they contribute rather than what they are receiving

(Sanborn 2006). Informal leaders feel strongly that a

Informal leaders

ª 2011 The Authors. Journal compilation ª 2011 Blackwell Publishing Ltd, Journal of Nursing Management, 19, 517–521 519

formal title would change the dynamics of how they

operate. A title might inhibit their ability to work qui-

etly behind the scenes and could impact their ability to

create a trusting environment.

How to support informal leaders

Support of INLs begins with understanding how they

approach their professional and organizational role. For

example, when informal nurse leaders learn about a

change in the organization they mobilize resources and

can help integrate the change and enlist the support

of the staff. Nurse managers can capitalize on this

behaviour by remembering that these nurses are in the

trenches, they have the pulse of the unit, have a network

of resources and are privy to information about which

the manager may not know. However, it is important to

avoid asking them to betray confidences. One of char-

acteristics of the informal leader is their ability to create

a safe environment for others (Smart 2010).

The current economic situation is creating an envi-

ronment where we manage and live on tight schedules

and tighter budgets. Time is the biggest challenge for

nurses within the context of delivery of effective patient

care. Bedside nursing takes nearly 100% of nurses� time and energy. One of the top characteristics identified in

nurse satisfaction studies is having good nursing lead-

ership (Chambers & Mazzei 2008). Because the infor-

mal leader is fully committed to both the patient and the

unit they are often asked to work extra. Managers

should be mindful not to overuse their informal leaders.

To prevent burnout, managers should carefully choose

projects for their informal leaders [American Associa-

tion of Critical-Care Nurses (AACN) (2009)].

Nurse managers have the ability to assist informal

leaders in creating a positive and motivating environ-

ment. This can be done by encouragement and support

to create informal task forces to look at problematic

issues; give them opportunities to show how they help

solve current problems. Engaging nurses with diverse

backgrounds creates synergy and a greater commitment

to goals (Tornabeni & Miller 2008). Motivate the INLs

to get excited about the issues at hand as they are crea-

tive thinkers, and also look at creating a more formalized

way to tap into their knowledge and willingness to serve.

In instances of complaints regarding staff–patient-

relationships, low morale in nursing units or patient-

care complaints, nurse managers can leverage the

activist which is a vital quality of informal leaders.

Remember, informal leaders are typically your advo-

cates and are vested in the success of the unit. Their

power and influence is translated into nurse leaders who

are cheerleaders, motivators and problem solvers of the

unit (Grabowski & Logan 2009).

Informal leaders need to know that their positive

attitude and creative contributions are of great value to

you and the unit. Let them know that they are a moti-

vating force in the unit and that their efforts are making

a difference. Simple day-to-day recognition efforts can

be one of the most highly valued forms of rewarding

your nurses (Chambers & Mazzei 2008). Retreats or

gift cards may be simple means of encouragement.

After discovering the INL, the nurse managers and

leaders may find the best means to support the INL is

through mentorship. Mentoring the INL begins by

understanding the qualities discussed previously. For-

mal or informal mentorship programmes might be

developed to encourage the INL to continue their role.

Benefits of informal leaders to health care management

The benefits of informal leaders to formal leaders and

organizations are numerous. Giving staff the freedom to

innovate and learn from their mistakes is at the heart of

good healthcare services (Clark 2008). Informal nurse

leaders have an impact on the quality of services as well

as the level of patient and staff satisfaction (Domm

et al. 2007). They influence the culture through their

overall enthusiastic involvement, freely sharing their

knowledge and expertise, team orientation and genuine

caring approach towards patients, staff.

As one nurse manager stated, managing informal

leader nurses is �painless� because they complete what- ever is asked of them. Informal leaders are high per-

formers who are experts at doing more with less,

effectively using limited resources to their maximum

(Smart 2010). Because they always keep the broader

picture of the unit in mind, they can usually anticipate

the needs of other staff, physicians and patients. Infor-

mal leader nurses tend to feel a strong sense of owner-

ship and responsibility for the outcomes of the unit.

Most notably, they embrace the profession of nursing

(Grabowski & Logan 2009).

Conclusion

�Informal leadership is about heart�

Informal leaders are an essential component to meet the

current challenges of today�s health care environment. In discussing nurses as informal leaders we have identified

who they are, the roles they play, how they impact the unit

and how they shape the organization. Collaboration, trust

M. Downey et al.

520 ª 2011 The Authors. Journal compilation ª 2011 Blackwell Publishing Ltd, Journal of Nursing Management, 19, 517–521

and a high level of management support would definitely

contribute to nurses abilities to exercise informal lead-

ership (Resha 2006). Informal nurse leaders are an un-

derutilized asset in health care. These nurses can be

developed and empowered to impact unit performance,

efficiency and culture in a positive manner. When prop-

erly mentored, nurse leaders will find the informal nurse

leader is truly a �hidden treasure�.

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