1. Introduction
In recent times, we have heard a lot about the need to have professional profiles specifically trained in management for command posts in health organizations, mainly in times of health crisis and in situations of economic deficit of the health systems of countries, not to mention the recent pandemic by Covid-19. However, little has been published about the recommended profile for the nursing manager. This is because many of these positions are filled by professionals with extensive health experience, although not specifically in management or by people with political affinities [
1]. There are few cases in which management skills, their possible vocation, and their training in this field are taken into account, and even less are the cases in which there is a selection process where candidates must present a management project that is evaluated by experts in the field [
2]. On the other hand, there are no instruments for to evaluate the performance of these managers. Some authors directly relate this situation to the social image and the level of development reached by the nursing profession in each context [
3].
One of the questions that we usually ask ourselves in relation to command and management positions in the field of care and nursing practice has to do with the essence and nature of nursing leadership and how thisilt impacts on the work environment of health institutions and indirectly on the quality of care that said institution provides to the population it serves. If nursing care work has been considered mainly vocational [
4] it would be interesting to ask ourselves if the task of managing care, the resources used, and the nursing staff is also vocational, and, therefore, if there is a relationship between nursing leadership and vocation.
Is it really necessary for nurses in their role as manager (also understood as: administrator, boss, director, supervisor, coordinator, manager, or command) to be driven by the vocation to lead so that the results of their management are better? Is it enough to have a vocation to be a nurse or take care of other people; or is it necessary to have, in addition to the vocation to care, a vocation to manage and lead? Can we then affirm that the vocational-manager really is a leader while the nonvocational-manager would not be a leader? Does the vocation always prevail in the case of the manager-leader in his decision-making? Do leaders who are related to their vocation profession usually obtain better results? And what impact does all this have on the work environment of health organizations?
In order to answer these questions, we must first define terms: vocation, leadership, and work environment. Authors such as Gallard [
5] and Ponto [
6] refer to that the nursing vocation is closely subject to professional practice, focused on those values that lead to an internalization of proceeding and acting with awareness, knowledge and a sense of belonging; In other words, the vocation is immersed in the principles that frame the qualities of nurses, it is a reflection of the care shown by the nursing professional in their hospital practice [
7]. For this reason, the nursing vocation profession becomes an individual precept, rooted in the conception of the human being and complemented by the highest training standards, to assume and exercise an individualized professional practice, with what is established in professional practice [
7,
8].
In this sense, according to Hernández [
7], vocation is an inner voice that calls towards the profession and exercise of a certain ,activity; it is considered the inclination to any state, career or profession [
6,
7,
8]; At a general level, the vocation appears related to the desires and to what is inspiring for each subject, which is consistent with tastes, interests, and aptitudes, knowledge and abilities [
9]. It is also ,considered as a process that, develops throughout life since it is permanently built, being aware that it is not a process that is exhausted over time since it evolves and consolidates throughout the human process [
10]. It seems then that this vocation in the field of health and specifically care would have to do with the purpose of improving from the bases of said discipline or area and also with the fact of developing action models that are effective, efficient, effective, appropriate, humane, proactive and people-centred, both the population served and the professional himself; all this in a close way, with adequate communication and with a flat or horizontal system.
In this sense, vocation contains a call and a response from man, the need to meet with the other, a decisive event in human life. According to Agrazal [
11], these answers lead to putting into practice a series of values, traditions, and ideals of the same vocation, understanding the social meaning, which will help build the identity of the professional, which is the sum of qualities that characterize each person and lead them to orient themselves towards a certain trade or profession, such as Nursing, in their role as boss (administrator, manager, director or command), related to the vocation for the exercise of manager, considering as the vocation in relation to leadership reflected in the work environment of the hospital environment.
According to Antonakis [
12], leadership is a formal or informal process that occurs between a leader and a group of followers, such as managerial nursing; this process depends on the leader's traits and behaviors, as well as on the followers' attributions about the leader's characteristics, made with respect to the results of his management [
13], that is, the description of the nurse himself, in his leadership role, and the attributions of his followers in relation to their actions. On the other hand, the managerial style is a leader who gives direction through authority; in the administrative part, it fulfills its determined function, such as organizing, directing exclusively [
14,
15], a situation that is not alien to nursing.
So far we know that being a boss is not the same as being a leader. In fact, in many contexts, we find people who are leaders without being bosses and vice versa. For this reason, the bibliography differentiates between managerial styles and leadership. There are managerial styles (which is the way to exercise power) that correspond to leaders while others do not [
16]. In this area, the nurse in his role as manager (or administrator, boss, director, supervisor, coordinator, person in charge, or command) in this sense, the functions and/or activities of the operational resources are related to leadership behavior. In addition, previous research has emphasized that the behavior of thenurse in his role as manager (or administrator, boss, director, supervisor, coordinator, person in charge or command) can be determined by the leadership style that he possesses [
17], and it is probable that he implements practices in operational resources, which fit your leadership style [
18].
Another interesting aspect to introduce is the question of whether leadership is done over time or if you are born directly with it. Almost all theories currently emphasize the fact that leadership is shaped or developed throughout vital learning, however, it is possible that the person is born with certain attitudes and aptitudes that predispose them to develop it more easily.
Based on their orientation, there are specific leadership models, depending on the personal characteristics of the bosses, in which they are:
Autocratic, rigid and inflexible leadership in management makes decisions unilaterally and limits employee participation [
19]. This leader focuses on criticizing and punishing the failures generated by, disobedience [
20], in general it is the least effective management style.
Democratic or affiliated leadership involves employees in decision making and encourages the decision of work methods and goals [
19]. This leader promotes the well-being of the group, he is a type of leader who shares power [
17], and in many cases this leader reaps the loyalty of his employees.
The liberal leadership or participatory style consists of absolute freedom of action for the members of the group [
21], this management style is based on trust in the workers, so their opinions and ideas are taken into account. account always looking for consensus. This leader promotes trust, respect, and group commitment.
In the case of the transactional leadership style, goals are achieved involving the possibility of direct gains (sense of achievement, recognition, remuneration) and losses [
17]. According to Trastek [
21] and Cummings [
19] these transformational leaders motivate by evoking more abstract tools (common objectives, mission, vision, etc.).
The transformational or oriented leadership style offers the possibility of transformation to their subordinates, inspiring them to perform better than they originally intended [
22]; in management, it is made up of contingent rewards (17-21). Workers understand what is expected of them and are aware of their importance in the organization.
The trainer and/or servant style is very effective, it offers autonomy to the team to set their own objectives, providing guidance to the worker to promote their professional development [
23]. In this kind of management style, the leader helps his workers to know their own strengths and weaknesses [
21,
22,
23,
24].
In addition, leadership plays a crucial role in strengthening organizations, including ones devoted to health [
25]. It is defined as the ability of an individual to influence people, the person who instructs and directs health personnel to perform tasks and achieve goals [
26]. To perform this role as a nurse, it is necessary not only to have scientific and technical qualities, but also managerial ones, linked to a vocation as a boss (administrator, manager, director, or command), which generates an effect on the organizational climate, a situation that, up to now, it has not been evaluated from a qualitative paradigm.
The work environment is conceptualized as "the psychological environment that results from behaviors, management models and organizational policies, which is reflected in interpersonal relationships" [
27], it is known to be an element that is part of the organizational culture, but not only that, but also exists between the conditions and work environment, where a perception is generated in workers that can influence their behavior [
28], such as leadership and vocation, in the nurse manager, when combining both elements within the organizational management process, since it affects the workers and consequently is reflected in the efficiency, effectiveness, warmth and quality of the care that a patient receives, within the health centers [
29,
30].
Leadership and organizational climate are aspects that are related and positively or negatively affect the well-being of companies and workers. The skills of a leader are essential to generate healthy, good, or positive work environments that encourage growth and job development in their subordinates [
31]. Various studies show that most of the organizational climate that exists in a company is influenced by the leadership style of its manager [
32], but even the relationship of knowing the vocation, to the nurse manager, with the work environment.
Consequently, it has been documented that an unfavorable or negative climate tends to decrease both the quality of work life, intellectual capital, and job satisfaction [
33], which has a significant impact on work performance and well-being at work [
34,
35] and therefore a negative impact on population health and its results. It seems to make sense that a vocational leader will foster a more positive work environment. In the area of health, it has been shown that the quality of health care depends on the way in which the system addresses the needs, coupled with the subjectivity of the workers in the exercise of their tasks. An adequate organizational climate favors the development of employee self-efficacy, the quality of service provided to the user, worker satisfaction, user satisfaction, human relations between those involved, and other factors present in the environment. work [
33,
34,
35,
36,
37].
Until now, the evidence in the literature has shown that the variables that are intended to be studied have been approached from independent quantitative paradigms, regarding the work environment, studying health organizations [
38] in relation to the type of leadership with management activities [
39] in relation to vocation, their associated factors have been studied from nursing practice in students [
40] and teacher training [
41], from the perspective of serving, but not from a professional perspective. Faced with this situation, a lack of knowledge is evaluated in relation to the vocation, toward leadership in nursing management functions and the work environment, denoting the importance of studying the subject, to understand its meaning in depth, as well as to value these concepts in the current world that society is living in.
In the same way, in the Mexican context, initially, the selection of nurse managers and/or administrators, in some hospital institutions, courses related to administration are requested, their academic training according to the degree is valued, the years of service in relation to the institution; In a second moment, the placement of personnel in these positions is not taken into account any criteria, they are only placed for political reasons, for defined times, by recommendations of people who have a certain power, designating the people to occupy these positions, given this reality a gap is noted, with the variables to be studied. On the basis of the above, it is necessary to qualitatively analyze the influence of the managerial vocation on the leadership of the managing nurse and, in turn, its repercussion on the work environment of health centers, in this case in Mexico.
General Objective
Grasp the meaning of the managerial vocation in nursing leadership and its impact on the hospital work environment in Mexico
Specific Objectives
Describe sociodemographic characteristics, such as sex, years of experience, academic training, and determine if they are associated with the managerial vocation in the leadership of the nurse manager in the work environment.
Explore the meaning of the managerial vocation in the leadership of the nurse manager.
Explain the impact of the managerial vocation in leadership on the work environment
3. Results
Ten participants, belonging to second-level care hospitals, being the most representative environment given that the different services perform functions, management, coordination of human resources, and provide care, these activities are related to the variables to be studied. The study subjects perform management and administration functions in nursing, they were selected through a theoretical sample, to whom informed consent was given, each interview lasted approximately 8 to 20 minutes, the total number of minutes recorded was 130.
In total, 10 nurses, all the participants agreed to participate, this proportion corresponds to reality, since normally these positions are usually held by women, since in nursing there are usually more women in general, 4 nurse managers, who perform only leadership functions and management, 6 heads of service (Intensive Care Unit, Emergency Room, Operating Room, Internal Medicine), who are linked to care and perform managerial functions; 8 nurse managers for the morning shift and 2 for the evening shift.
Data saturation was reached after 10 interviews. Interviewees provided sociodemographic data before starting the interviews (
Table 1). Participants were intended to be representative, experienced in health management, practice and willing to provide feedback on the subject. All were recommended by other professionals, who acted as key informants, following a snowball sampling process.
Table 1.
Interviewee profiles.
Table 1.
Interviewee profiles.
Competitor |
Sex |
basic training |
postgraduate training |
Working time |
Time of the last course |
Duration of the last course |
Type of contract |
1 |
Female |
Bachelor of Nursing |
Master of Nursing Services Administration |
16 years |
15 days |
8 hours |
Basified |
2 |
Female |
Bachelor of Nursing |
Master in Public Health |
16 years |
15 days |
8 hours |
Basified |
3 |
Female |
Bachelor of Nursing |
Master in Public Health |
17 years |
----- |
----- |
Basified |
4 |
Female |
Bachelor of Nursing and Midwifery |
Master's Degree in Administration of Health Institutions |
18 years |
8 days |
8 hours |
Basified |
5 |
Female |
Bachelor of Nursing |
----- |
15 years |
---- |
----- |
Basified |
6 |
Female |
Bachelor of Nursing |
Skill in administration |
37 years |
15 days |
1 year |
Basified |
7 |
Female |
Bachelor of Nursing |
----- |
18 years |
------ |
------ |
Basified |
8 |
Female |
Bachelor of Nursing |
Surgical Nursing Specialist |
36 years |
---- |
----- |
Basified |
9 |
Female |
Bachelor of Nursing |
Master in Administration of Nursing Services |
27 years |
10 days |
1 year |
Basified |
10 |
Female |
Bachelor of Nursing |
----- |
37 years |
----- |
---- |
Basified |
Table 2.
Table of data analysis codes.
Table 2.
Table of data analysis codes.
Categories |
Dimensions |
Core categories |
Connection categories (recurring in all categories) |
Reasons for role performance |
Circumstances by which the nursing management function is performed |
----- |
1 |
Meaning of vocation |
Meaning of the practical vocation in nursing |
----- |
1 |
Perception of the vocation to administration |
Description of the managerial vocation |
1 |
---- |
Vocation to management |
Definition of the managerial nursing vocation |
---- |
2 |
Perception of type of leader |
Self-perception of born leadership in nursing |
1 |
----- |
Vocation, leadership and management |
Description of the relationship of the managerial vocation, born leadership, by the nursing staff |
|
2 |
Vocation, leadership and work environment |
Explanation and influence of the managerial vocation, natural leadership and work environment in nursing |
2 |
---- |
Our integral theoretical model is a map for understanding the phenomenon in a specific context, in which two central categories were identified, which are the result of the relationship between the living codes extracted from the interviews; the first core category is "Management vocation and natural nursing leadership", which is the basis; the second central category is the "Explanation and influence of the managerial vocation, innate leadership, and work environment in nursing", which includes the relationship of the variables to be investigated. Two connection categories were also created; the connection category one "Motives, meaning, and practical vocation of managerial nursing" and the connection category two "Description of the managerial vocation, natural leadership, and work environment", said connection categories emanate from the central category one, to connect With the central category two, which continues the interaction of the managerial vocation, natural leadership and work environment in nursing,
Figure 1 represents the theoretical model generated for understanding the phenomenon.
There was a consensus in the responses of the participants on the way of perception of the managerial vocation, which is derived from the practical vocation of nursing and born leadership, both concepts help to have a good work environment, in this situation our model is flexible before a Mexican context and could be adapted to different situations in which managerial nursing is practiced. Within its connecting categories, the key motives are described, which need to be further developed to understand the vocation of managerial nursing.
It is understood that the managerial function is a profile in the nursing, profession and that, to perform it, there are different reasons, and each participant gives it a different meaning, but a fundamental axis for its performance is the practical vocation of nursing, which moves the performance to the managerial function, together with the innate leadership that helps an adequate working environment, but the latter depends on the factors mentioned above: the concepts that the model presents are flexible and inclusive for different contexts in Mexico since that can be approached from different perspectives.
The justification and main assumptions of this model are as follows.
Central Category 1: Explanation and Influence of the Management Vocation, innate Leadership, and Work Environment in Nursing
According to the interviewees, the managerial vocation, the born leadership and work environment are essential, since with elements that go hand in hand, for the performance of managerial activities. Nurses who have a managerial vocation develop a born leadership that leads to having an adequate work environment, where they motivate teamwork. The participants refer to the type of innate leadership that develops in relation to the managerial vocation, is a fundamental axis for the staff to carry out their functions, and this generates an adequate work environment.
P3: (…) “Yes, yes, I think so, because as we mentioned, it is important that if you do not have the characteristics of a leader, you will not be able to infect the personnel working with you. No, I think that from there, from the attitude that we have as a leader, they will also respond to your way of working"
P4: (…) “Of course. Because? They go hand in hand. Because at the end of the day this is yes” (…).
Nurses consider it necessary to have an adequate born leader, to carry out the work, and this helps to have a good work environment. Participants describe the type of attitudes that they consider can alter the work environment:
P7: (...) "I believe that if there is a good leader, I believe that work is better, the environment is better, and the work is given, well, by itself, because I believe that working in an environment like the word is fashionable, toxic. I think not, it would not be healthy. And I think the heavy shift would be done, yes "
P8: (…) “Yes, of course, yes. Because your staff depends on you. do your activities. Good. If you are a boss, you are arrogant with certain negative characteristics. Well, you yourself are not going to do this, because they are not going to perform their duties well because you are going to create an unstable work environment and this is difficult, right?"
The nurses refer to that the managerial vocation is necessary, for the development of born leadership, in the development of this, the activities of the department can be carried out. A leader is also formed based on the knowledge that is acquired, but it is also emphasized that there are some people who are born as leaders:
P2:(...) "If it helps us, if it helps us, but being a leader is also more difficult because if we don't know how to be a good leader, we don't do good management".
P4: (...) "Of course, to have a vocation, you have to have leadership".
P6:(…) “Yes, because in leadership there are those who are born leaders and as they gain knowledge, obviously they get more practice, right? I think so because the more courses we have and the knowledge we already have that makes us or strengthens us more as leaders".
Core category 2: Management vocation and born leadership in nursing
During the interview, the participants commented on the importance of the managerial vocation, for the development of born leadership, with the vocation, an adequate leadership can be developed, with this, an adequate management, in the nursing staff:
P2: (...) "The vocation, it does help us, it does help us, but being a leader is also more difficult because if we don't know how to be a good leader, we don't do good management"
P4: (...) "Of course, to have a vocation, you have to have leadership"
P9: (…) “Vocation helps, yes. Why do you think so? Because we go back to the same thing, if you don't have passion for what you are doing, you limit yourself. And when there is passion, add the extra"
Likewise, it is mentioned that through knowledge, leadership is formed, for management, it is considered that there are people who are born with a born leadership and with constant updates, they come to have more and better management in nursing, managerial staff:
P6:(…) “Yes, because in leadership there are those who are born leaders and as they gain knowledge, obviously they get more practice, right? I think so because the more courses we have and the knowledge we already have that makes us or strengthens us more as leaders"
P10:(...) “Of course, yes, of course, all this work journey we have had and they have made us and we have linked it, in question, with the studies, right? We have not stopped studying academically, the two always have to go together"
In relation to the self-perception of born leadership, Mexican nurses describe themselves as democratic, since they must co-exist with varied human resources, it is considered that this type of leadership helps them to perform management functions, in managerial nursing:
P2: (...) "I think that the democratic... Yes, I consider myself, but we lack bone, it will always be lacking because at some point, and somewhere we are going to not give what maybe we want to give"
P3: (…) “I consider myself a leader, I think Democratic, if we make decisions, because in the end one of our functions ended. But I like to integrate my work team. I like to listen to his opinions and make the best decision, as a team”.
P6: (…) mmm “Democrat, Democrat, yes! Because I'm not what I say, it's like that, no! We talked and we reached agreements, and it is what is best for both the service and the patients”.
It also mentions the types of passive, participatory leadership, born leaders, who seek to know how to manage different human resources, through what is dialogue, to carry out the activities:
P7: (…) “The passive, I think I think so. Yes, yes, yes. This is what I have learned over the years, this in itself is not my character, it is very docile because if I see them arrive, leave, not me in itself, a favor, you can support me. Yes! And I have never received negative responses. Not always yes! I think passive.
P8: (…) “A healthy leadership in the field obviously develops in that it tries to be well with everything. Yes. That is why I told you not to be a boss. Because I think being the boss is watching your staff".
P9: (...) "There is, well I feel like I am a participatory type because if I exercise leadership, but I also like people to participate with me, it is not something like that autocratic, whatever I want, I try to make it a healthy environment”.
P10: (...) "I am a born leader, what is a born leader? Well, you do it, this is because there are two leaders, the born one and the one who is made, in this case, well, I have the gift of being a leader, nothing more, ha ha".
Connection Category 1: Motives, meaning, and practical vocation of managerial nursing
In relation to the reasons, for which the managerial function is exercised, they are varied in, which there was no consensus of the participants, among the different reasons it is outlined, the invitations, the acceptance of the colleagues, processes of ladder and the academic training:
P1: (...) "Someone invited me and I unknowingly accepted"
P3: (...) "First of all, I think because of the academic profile and the ability we have to develop administrative skills"
P4: (...) "More than anything, well, it is good, the knowledge that one has in the studies and, apart from this, the development that one has in the performance of the functions".
P5: (...) "I think that the acceptance of the same classmates or the classmates is not the best"
P6: (...) "It is because we entered a ladder and this, well, I was selected, as well as this is the process"
Regarding the meaning of the vocation to practical nursing, all nurses say that the vocation is to do something they like to do, love for the profession, with this it can be seen that the vocation could come from something deeper (something that is born) that is reflected in the activities carried out by the nursing staff:
P1: (...) "vocation is something we like to do"
P2: (...) "The vocation is what we want to be, not for the big and long future"
P3: (...) "I think it is what we like to do and we are heading to do it"
P4: (...) "Nursing, it is a vocation... I like to play the role of nurse and to give the best of myself..."
P5: (...) "Well, I think the vocation is born, since you like the degree, you like what you do, what you do"
P6: (...) "I think that those who have vocations are so lucky because they love the profession"
Likewise, in the managerial vocation, the participants refer to that they must have a vocation to perform the managerial function, like activities, share the love of management, in this sense the vocation is related to the things that people do:
P3: (...) "Well, to share that vocation that one feels for, for the area, for example, another would be the administrative area with my others, colleagues"
P4: (...) "I believe more than, anything that it is a vocation to management to have some leadership...
P7: (...) "I think that in management, I think we should like it, just as we are in contact with the patients"
Connection Category 2: Description of the managerial vocation, natural leadership, and work environment
Regarding the managerial vocation and born leadership, the participants commented that it is extremely important to be a leader for the management of human resources, since if there is no managerial vocation, there will be no born leadership either, for the organization of the work environment:
P2: (…) “Hayy, look, it's complicated. But I think that when we have that vocation and that enthusiasm to come and work and be in front of the diverse colleagues and see their needs, well, come on, do a good job."
P3: (...) "Well, I think that if I didn't have the power of leadership, well, it would be very difficult to work with the number of people or human resources that we work with, right? And convey those ideas. So leadership, well, it is fundamental, as we said at the beginning if we don't have the vocation, well I'm not going to do things because I don't like them and I'm not going to infect the other staff”.
P7: (...) “There is for the same reason, for the same reason, that one has what one likes to do. I think that's because everything has developed from there since we started working with them. This I think everything starts from there, we all get so deep into the work that I believe that everything flows, I believe”.
In relation to the work environment, the participants describe it as adequate, since being so different people, they organize themselves to provide a service in patient care, referring to that talking about different situations makes them have better collaboration, to give solution to the various situations that arise in managerial nursing:
P1: (…) “Well, I define it as we are, we organize ourselves, we have a good work team, we work together. I think it is good, it is fine"
P2: (...) "It is good, I always think that maybe they will see some detail that has to be discussed in the group, but it is always good"
P3: (...) "It is enough, it is very nice, we really work as a team, the staff is very cooperative, they are available"
P4: (…) “There is. Very good! Well. We all have that responsibility, this tranquility, now yes, it is a very good climate”