Methodology

This is a reflective account of the methodology used to develop the social work with carers resources.

Methodology: Reflective account

Download the Methodology Reflective Account 2023 (PDF)

Introduction

This is a reflective account of the methodology used to develop the social work with carers resources. Its aim is to:

  • Ensure transparency about the approach taken.
  • Explain the methods used.
  • Identify learning from this approach to inform other work.

This account uses the reflective cycle that is incorporated into the Critical Reflection Tool as part of the resources. This cycle covers what happened; reflection and analysis of what happened to develop learning; and planning to use the learning (Research in Practice 2013). It enables experience to be turned into learning that can be applied in future work.

About the project

Research in Practice for Adults (Research in Practice) was commissioned by the Department of Health (DH) to create a resource to support effective, good quality social work with carers through providing learning and development resources. The aim was to improve the experience of carers in social work interactions.

Research in Practice developed a proposal setting out that the resource would be coproduced as far as possible with carers. The resource would be based on a micro-site and would include:

  • A review of what was known already about practice.
  • Case studies that covered specific caring situations.
  • Case file information.
  • Tools.
  • Mapping of these resources to the Knowledge and Skills Statement for adults (KSS) and the Professional Capabilities Framework (PCF).
  • A webinar to describe the resources.
  • Train-the-trainer workshops and materials to support use of the resources.

What happened

See below for the steps in the project, alongside the values and approach.

The values that we worked to were:

  • Involvement - of people with lived experience through co-production.
  • Authenticity of the resources so that they reflected real experience.
  • Evidence-informed resources that draw on carers’ views, practice experience and research.
  • Helpfulness of resources that are accessible, relevant and practical.

DH specified that the case studies would be based around five particular situations:

  • Sandwich carer caring for a parent and for a child.

  • Young carer supporting a parent with a mental health problem.

  • Partner carer supporting a partner who is moving into a care home.

  • Partner carer supporting a partner who has a life-limiting illness.

  • Parent carers supporting an adult child with a learning disability.

DH also identified some topics that the resource should cover and surveyed the Principal Social Worker (PSW) Network to ascertain development needs in this practice area.

A project team was established in Research in Practice led by a project manager with seven staff and associates who had expertise in: social work practice; training transfer; scoping evidence; product development; and information technology.

Carers UK and Carers Trust were approached to recruit carers for the project. They were given the five situations and asked to recruit carers who were prepared to share their experience and would be able to comment on the situation.

Practitioners were recruited via the PSW Network to co-produce the case studies with carers and Research in Practice.

The main steps in the project were:

Methods used

See below for the methods used.

We used the above definition and principles of co-production (SCIE 2015)

  • Equality: Everyone has assets although we had some parameters set for the case studies, carers and practitioners created all the details for the case studies; we used participants words.
  • Diversity: Carers UK and Carers Trust recruited a wide range of carers in terms of age, ethnicity, locality and experience.
  • Accessibility: We met in an accessible time and place; we facilitated group work that enabled everyone to share their experience.
  • Reciprocity: We covered expenses and acknowledged carers’ vital input to the resource.

We carried out a review of the evidence around social work with carers. This was not a robust literature review, as that was outside the scope of this project. Its aim was to support the development of the resources, to ensure that they did not duplicate existing resources and to identify gaps. The approach was to:

  • Look at evidence from the last five years available on the web in the English language, including academic literature, government policy and examples of good practice.
  • Identify materials related to the knowledge and theory of social work practice with adults (over the age of 18) and carers, young carers and parent/ carers of children with particular needs in transition into adulthood.
  • Identify themes and messages related to social work effectiveness or effective work from other professions or multi-agency arenas that was transferrable.

The review therefore included: introduction; scope; definitions; research by theme; gaps in the evidence; summary messages, emerging themes; and references. This approach reflects Research in Practice’s committment to evidence-informed practice; that is, to drawing on lived experience, practitioner experience and research evidence to identify implications and messages for practice. In evidence-informed practice, all three sources of evidence are valuable and interact with each other to enrich practitioners’ professional judgement (e.g. Nevo and Slonim-Nevo 2011).

This was not in the original plan. However, in the workshop carers spoke about their own experiences and of their hopes for the impact of the resource. We agreed that in the second workshop we would capture carers’ views on film. This supported the co-production principle of working with people’s assets (SCIE 2015).

During the first workshop, we asked carers to identify the top dos and don’ts for practice. We then amalgamated these into a long list. When we met with carers again, we asked each group to pick the top ten dos and the top five don’ts. We then amalgamated these into 12 dos and six don’ts in the top tips for practice.

Case studies

The case studies were, as far as possible, co-produced with carers and practitioners. The brief identified five situations and themes that we needed to incorporate. We also identified a structure for the case materials. This included the tools that we would use to present the case studies. These drew on good practice in person-centred work (e.g. Sanderson and Lewis 2012) and the Care Act 2014 requirements.

We reviewed research around the use of vignettes (e.g. Nygren and Oltedal 2015, Bradbury-Jones et al 2012) and identified some key principles. We looked at a range of local authority assessments, chronologies and support plans, and developed templates that incorporated elements that met Care Act duties and good practice in assessment and outcomes (see e.g. Research in Practice 2014 and Research in Practice 2014b).

 

We held a workshop with 17 carers and four practitioners. We presented them with some information about each case and a box of artefacts (see table). In groups, carers with relevant lived experience and practitioners discussed the situation and identified:

  • What does a typical day look like?
  • What is the impact on you, the carer, of your caring role?
  • What support do you have for yourself as a carer?
  • What is important to you?
  • What support do you think you need to achieve what’s important?

These questions were based on the questions in local authority assessments.

For young carers, we took a slightly different approach. We provided the details to a carers’ service in Lincolnshire, who worked with 33 young carers to identify their answers to the questions.

We took away all the notes and amalgamated them into the case materials. We then met again with carers and practitioners and shared the draft materials. The same groups then commented and changed elements of the materials. We incorporated all of these changes in revised versions.

 

Topics and tools

We used the practice evidence review to provide evidence-informed messages for each topic. We used its references and searched Social Care online and the following websites: Research in Practice; Social Care Institute of Excellence; Care Act guidance; NICE; British Association of Social Work; former College of Social Work resources; DH; Skills for Care; Carers UK and Carers Trust. For each topic we identified and wrote up:

  • Useful documents to signpost to:
    > Tools
    > Evidence to support tools that we then created.

We identified that there was foundation knowledge that social workers needed for good practice with carers, based on the KSS and PCF. The resources that supported this were identified through the topics search. This included:

  • General resources about social work.
  • General resources about caring.
  • General resources for social work with carers.
  • Law and policy.
  • Useful sites.

We created documents to signpost people to these, rather than seeking to replicate existing materials.

Training transfer research (e.g. Research in Practice 2012) emphasises the importance of learners: identifying learning needs; reflecting on their learning; identifying actions and support to use the learning in practice; and evidencing their learning.

We therefore created:

  • A learning needs analysis, based on capabilities for social work with carers that we drew from the KSS and PCF.
  • A critical reflection too based on Kolb’s cycle.
  • An action planning tool.
  • A continuing professional development record.

We developed train-the-trainer materials (powerpoint presentation with notes plus a workbook) for sessions to support workforce development and professional leads to use the materials.

These drew on training transfer research and addressed:

  • Learning objectives.
  • Carers’ views - to ensure relevance to practice.
  • The context - to identify motivation.
  • The evidence - to ensure relevance to practice.
  • Barriers and enablers - to identify factors to support transfer of learning.
  • Practical work using the resources - to model and embed use.
  • Critical reflection and action planning - to identify learning and plan for its use.

We used the workshops as an opportunity to identify top tips for trainers, example session plans and example exercises to support others to deliver training. We also used the workshops to gain feedback on the structure and clarity of the microsite.

The microsite was developed based on the structure of the cases. We used learning from feedback on Research in Practice’s main site and from the workshops to ensure that it was: uncluttered; clear; used plain English; used eye-catching quotes; and was accessible in terms of downloading materials.

Research in Practice held a webinar to introduce the resource. Again, this drew on training transfer evidence and included: learning objectives; context; evidence; carers’ voices; and practice in using the site. It was recorded and put on the welcome page to support use of the resource.

Learning

In the workshop with carers we asked for feedback about their experience. 

Feedback from the train-the-trainer sessions and webinar was very positive in terms of the resource, in particular the carers’ film and the reality of the case studies. It also identified the need to:

  • Clarify how the resource fits with other information about working with carers.
  • Clarity the law that underpinned practice with carers.
  • Link the resources to safeguarding as this was not covered in the case studies.

We also received feedback that we needed to be clearer about the methodology for developing the resource.

 

Carers reported that the experience had been valuable and that we needed to ensure that it would have impact.

I’m really pleased I’ve been able to have a voice; that voice needs to be heard for people who can’t come today. We need to be their voice.

I want this to be taken seriously. Not just rubber stamping.

Participants separately reported some individual impact from taking part:

I had a lightbulb moment regarding the use of the spider grams and how useful they are...I have really found the time I have spent on this project insightful and it is helping to inform the practice of carer assessors.

I want to give a simple example of what I discovered yesterday from one of the parents... this parent told me about the Kiloran Trust which is a service that offer respite for carers (not the cared for) and despite having lived in London all this time no one or any social worker has ever mentioned this to me. Now this is just amazing.

I found it challenging - because I had to leave my loved one home alone to attend - and hugely informative. The benefit, for me, just about outweighs the disadvantages!! Hopefully positive outcomes for Carers for years to come will results.

Use of the learning in future

The learning will be taken forward in the following ways:

  • Link to useful resources that already exist - we added links to law and policy, including safeguarding, based on the feedback we received.
  • Make sure that the methodology is clear - we have added this methodology.
  • Evaluate impact - we will be adding a survey to the website and following up with people who have been involved in sessions.
  • Where possible, co-produce resources following the principles of co-production.
  • Use co-production from the start of a project through all stages.
  • Involve existing organisations to identify participants who have relevant experience.
  • Embed lived experience at the heart of practice resources.
  • Use multi-methods to meet different learning needs, styles and outcomes.
  • Continue to base resources on training transfer principles, and build in opportunities for feedback.

References

Bradbury-Jones C, Taylor J and Herber OR (2012) Vignette development and administration: A framework for protecting research participants, International Journal of Social Research Methodology, 10 (1080/13645579.2012.750833)

Hughes R and Huby M (2004) The construction and interpretation of vignettes in social research, Social Work & Social Sciences Review 11(1) pp 36-51

Nevo I and Slonim-Nevo V (2011) The Myth of Evidence-Based Practice: Towards EvidenceInformed Practice, British Journal of Social Work, 41 (6), pp 1176-1197

Research in Practice (2014) Good Assessment: Practitioners’ Handbook, Dartington

Research in Practice (2014b) Working with Outcomes: Practice tool, Dartington

Research in Practice (2013) Getting the Most out of Supervision: Practice tool, Dartington

Research in Practice (2012) Training transfer: Getting Learning into Practice: Review, Dartington

Sanderson H and Lewis J (2012) A Practical Guide to Delivering Personalisation, Jessica Kingsley