Systems Thinking Scale User Manual
Systems Thinking Scale User Manual
IV. Scoring 16
V. Future work
A. Development of items for 17
2 additional subscales
B. Status of future subscales
VII. Acknowledgement 19
A. Suggested Citation for the STS 19
VIII. References 20
VIX. Appendices
A. The Systems Thinking Scale 25
B. Results of Factor Loadings 27
Knowledge in an emerging field is advanced more rapidly when valid and reliable
measures of the concepts central to that field are available. Systems Thinking is viewed
as a key concept in the success of continuous quality improvement (CQI) initiatives, yet
no valid and reliable instrument exists to measure Systems Thinking. This project was
funded by the Robert Wood Johnson Foundation from 2008 – 2010 as part of their
initiative to Advance the Science of Quality Improvement Research and Evaluation
(ASQUIRE).
The goal of this project was to develop and conduct psychometric testing of the
Systems Thinking Scale (STS), a measure of systems thinking in quality improvement
work.++++++++++++++++++++++++++++
The development of a valid and reliable measure of Systems Thinking has the potential
to contribute to the science of CQI in several ways:
1) Increase our understanding of one of the mechanisms by which CQI processes
achieve their results;
2) Assist CQI scientists and practitioners to build models of predictors of successful
CQI projects;
3) Increase our understanding of the human social capital available on CQI teams; and
4) Improve our education efforts of future CQI team members.
The Systems Thinking Scale is a 20-item instrument that uses a 5 point likert-type
scale:
0= Never
1= Seldom
2= Some of the time
3= Often
4= Most of the Time
A total score is computed by summing up the responses for each item. Scores
can range from 0 to 80.
Purpose of the Study: The goal of this Robert Wood Johnson Foundation-funded project was to develop
and conduct psychometric testing of a measure of systems thinking - the Systems Thinking Scale (STS).
Methods:
First, using a series of electronic interactions, 10 international experts in systems thinking and process
improvement identified the conceptual domains of systems thinking and generated a provisional set of 30
instrument items. These items were then assessed for content validity by academic and practicing
healthcare professionals (n=18) and revisions to wording and response categories were made. Principal
axis factor analysis with oblique rotation was used to assess construct validity; this resulted in dropping 4
items, thus providing a final measure of 26 items for psychometric analyses. Next, a series of
psychometric analyses was conducted with healthcare professionals (N=342) and health professions
students engaged in quality improvement initiatives and education (N=224). Reliability and concurrent,
discriminate, and predictive validity of the STS were evaluated.
Results:
Factor analyses indicated three factors of the STS: 20 items loaded high on Factor 1 (System
Interdependencies); 2 items loaded on Factor 2 (Personal Effort), and 4 items loaded on Factor 3
(Reliance on Authority). Because of the low number of items on Factors 2 and 3 and negative correlations
among them, these items were omitted from further psychometric testing. Thus, reliability and validity
were assessed using only the 20-item one-factor instrument. Test-retest reliability assessment (n=36)
showed a correlation of .74; internal consistency testing (n=342) using Cronbach’s Alpha had a coefficient
of.89. Discriminate validity was tested with 3 groups of healthcare professions students (n= 102) who
received high, low or no dose levels of systems thinking education related to process improvement. There
were no differences in STS mean scores at pretest. At post test, the high dose systems thinking
education group scored significantly higher on the STS than both the low and no dose groups (p=.05 and
.01, respectively). Concurrent and predictive validity assessments were attempted, but the lack of any
current “gold standard” measures of systems thinking and CQI project success limited our ability to make
judgments about these types of validity.
The 20-item Systems Thinking Scale has good reliability and construct and discriminate validity. The STS
is now publically available for use and a website has been established to provide information on its
usefulness and encourage further refinement. The Systems Thinking Scale has the potential to contribute
to the science of CQI in several ways: (1) increase our understanding of one of the mechanisms (systems
thinking) by which CQI processes achieve their results; (2) increase our understanding of the human
social capital available on CQI teams; and (3) improve our education efforts of future CQI team members.
A. Overview
The development of the Systems Thinking Scale was generated over the course of
three phases.
The conceptual domains of Systems Thinking were identified (see Figure 1) using a
grounded theory approach in a series of electronic mail focus groups of CQI system
experts. This method efficiently obtained the opinions from experts across the globe.
The discussion of the panel of experts was analyzed for themes representing Systems
Thinking domains and concept attributes. Questionnaire items were then developed
within each domain. The experts were asked to review potential items and validate that
they were appropriate indicators of the domains.
Preliminary field testing for item clarity and feasibility of the instrument was conducted
by administering the instrument to health care professionals. A project team member
administered the instrument to the professional and recorded questions and comments
about clarity of items, grammar, syntax, organization, appropriateness, and logical flow.
The project team also recorded the time to complete the instrument, its acceptability to
participants, and ease of use.
The third phase consisted of extensive psychometric testing and additional feasibility of
the Systems Thinking Scale. The instrument was administered to over 550 healthcare
professionals and healthcare profession students over a variety of disciplines and a
variety of delivery settings.
Our study team conducted an extensive literature search and completed 6 electronic
mail discussions with 11 content experts and received feedback on definition, domains
and test item bank (see Figures 1, 2 and 3) Experts reviewed the preliminary test item
bank to assure congruence of the items with the working definition and identified
dimensions of systems thinking.
Figure 1. Working definition of systems thinking and dimensions derived by expert panel
Working definition:
Systems thinking: The ability to recognize, understand, and synthesize the interactions, and
interdependencies in a set of components designed for a specific purpose. This includes the ability to
recognize patterns and repetitions in the interactions and an understanding of how actions and
components can reinforce or counteract each other. These relationships and patterns occur at different
dimensions: temporal, spatial, social, technical or cultural. It is fundamental to undertaking specific
methodology or strategies to explore and redesign a set of components comprising a whole.
1) Sequence of events
2) Causal sequence
5) Feedback
1. I think the harder people work the better the outcomes will be.
2. I seek everyone’s view of the situation.
3. I look beyond a specific event to determine the cause of the problem.
4. I think understanding how the chain of events occur is crucial.
5. I include people in my work unit to find a solution.
6. I think outcomes are random.
7. I think that lasting change relies on personal effort and motivation.
8. I think recurring patterns are more important than any one specific event.
9. I think of the problem at hand as a series of connected issues.
10. I consider the cause and effect that is occurring in a situation.
11. I consider the relationships among co‐workers in the work unit.
12. I think that systems are constantly changing.
13. I propose solutions that affect the work environment, not specific individuals.
14. I focus on my first idea because it is often the best.
15. I keep in mind that proposed changes can affect the whole system.
16. The main reason for success is to get the person in charge to change.
17. I think my first impressions turn out to be very useful.
18. I think more than one or two people are needed to have success.
19. I keep the mission and purpose of the organization in mind.
20. I think small changes can produce important results.
21. I consider how multiple changes affect each other.
22. I focus primarily on the opinions of a champion in the system.
23. I think about how different employees might be affected by the improvement.
24. I think personal commitment is important in creating lasting change.
25. I try strategies that do not rely on people’s memory.
26. I recognize system problems are influenced by past events.
27. I think that system‐wide change is easy to accomplish.
28. I consider the past history and culture of the work unit.
29. I consider that the same action can have different effects over time, depending on the state of the
system.
We field tested the STS with healthcare professionals (see Table 1 for sample
demographics). Participants commented on the logical flow, clarity of items,
organization, appropriateness and grammar. Minor changes were recommended (font
size, minor rewording, and the replacement of “believe” to “think”).The revised 30-item
scale then underwent initial psychometric testing.
Table 1. Demographic for healthcare professionals (N=10) who field tested the STS.
X(SD) Range
Years working in healthcare 16.9(10.2) 5‐34
Construct validity was performed on the 26-item scale (See Table 1 above for sample
description (Healthcare Professionals, N=342). Construct validity is the degree to which
a measure performs in accordance with theoretical expectations and is the best way to
assess validity for abstract constructs (Carmines & Zeller, 1979). Construct validity was
assessed using Principal Axis (PA)Factor Analysis. PA Factor Analysis was used to
identify domains represented in this measure and further refine the set of items that
comprise the STS.
Principal axis factor analysis with oblique rotation was conducted for differing numbers
of extracted factors, with a 3-factor solution appearing most useful. Twenty items
loaded high and cleanly on factor 1 (ranging from .35 to .69). This factor is interpreted
as Interdependencies of system components. Two items (1 and 7) loaded cleanly on a
separate factor (.67 and .44) interpreted as Personal Effort Four items (14, 16, 17, and
22) loaded on a distinct 3rd factor, Reliance on authority though the loadings were not as
high as for other items (.53, .40, .44, .30). Factors were distinct in that they did not
correlate strongly with each other. Factors 1 and 2, however, correlated negatively (-
.21) (see Appendix B).
We ran preliminary reliability analyses and the coefficient alpha for the 20-item subscale
corresponding to factor 1 was .89. Coefficient alpha for the 2-item subscale
corresponding to factor 2 was .55: this was reasonable given that it is a 2-item scale.
Coefficient alpha for the 4-item subscale corresponding to factor 3 was .54, relatively
low for a 4-item scale.
Based on these reliability analyses and factor analyses, the 20 items of what is referred
to as factor 1 (system interdependencies) appeared to be the strongest performing
items of the intended construct of systems thinking. The theory behind the items that
loaded on what are referred to as factors 2 and 3 may be important, but these items, as
worded and based on item responses from this particular sample, do not function well
as part of a single overall measure of systems thinking. Experts on systems thinking
seem to agree that the concepts represented by the content in the items of these other
two factors are important. Thus, we have recently generated additional items for further
evaluation and they are undergoing analyses.
NOTE:
The remaining analyses were performed using the 20-item STS(Appendix A).
A. Validity
1) Discriminate Validity
Discriminate validity using the 20-item STS was tested. Discriminate validity or known-
group difference validity, is confirmed when scores on an instrument are able to
discriminate among groups (Carmines & Zeller, 1979). The known groups in this
situation are a group of students who received systems thinking education during a 2-
hour course in the medical school (Low dose; N=78) and a group of students in a15-
week quality improvement course that emphasized systems thinking (High dose; N=11)
and a general health professionals course (nursing pharmacology N=32) who received
no education specific to systems thinking (See Table 3 for description of the sample).
The STS was administered in a pretest-posttest format and validity was assessed by
calculating the difference in change between the two groups. Discriminate validity was
supported as the post test significantly increased in the high dose group only (see table
4 and 5). RESULTS: Discriminate validity was supported as the post test significantly
increased in the high dose group only and the ANOVA was significant for the
comparison between the high and no dose groups (see table 4 and 5).
Table 3. Demographics of student participants.
N(%)
Type of student
Health Professions 1(.4)
Medical 184(82.1)
Nursing 27(12.2)
Public Health 11(4.9)
Missing 1(.4)
Level of education
Undergraduate 3(1.3)
Graduate 214(95.5)
Post‐Graduate 2(.9)
Missing 5(2.2)
Student healthcare experience
Yes 123(54.9)
no 99(44.2)
Number of years in healthcare
1 to 2 years 64(28.6)
3 or more years 54(24.1)
Prior involvement working on QI
Yes 59(26.3)
No 158(70.5)
Table 5. ANOVA results for differences among high, low and no dose of systems thinking
education.
Ttype of Mean Std. Error Sig. a 95% Confidence Interval
survey Difference for Difference
Lower Upper
bound Bound
Low dose High dose ‐2.865 1.486 .05 ‐5.814 .084
RESULTS: Low correlations were found for both the QiKAT and SEQ. These low
correlations could be due to a lack of a good validated measure of CQI proficiency and
the subjectivity in the measurement of both the QiKAT and SEQ.
Table 6. Correlations between scores on Systems Thinking Scale (STS) and other indirect
measures of systems thinking.
Other measure of systems Pearson Correlation
thinking
Graduate interprofessional QI Knowledge Application tool .46
students (QiKAT)*
N= 11
*QIKAT assesses learner application of QI knowledge and the integration of QI concepts. The
QIKAT consists of three scenarios that describe QI opportunities. Participants are asked to
answer a set of questions in response to the scenarios, some of which assess system/process
thinking ability.
Internal consistency reliability was assessed using the test statistic Cronbach’s alpha
coefficient. This coefficient measures the internal consistency of a set of items on a
measure. For these analyses, the sample of health professionals and health professions
students was used (N=342). Refer to Tables 2 and 3 for demographics of this sample.
RESULT: The internal consistency of the STS (20-item) on this sample was found to be
.82.
2) Test‐Retest Reliability
Scoring
Responses to the items on the Systems Thinking Scale are provided by users on a
likert-type scale:
0=Never, 1=Seldom, 2=Some of the time, 3=Often, and 4=Most of the time.
Item scores are summed to provide a STS score. Scores can range from 0 – 80. There
are no reverse coded items. Below are the mean scores and ranges obtained on the
STS for varies categories of healthcare professionals (see Table 9).
We have recently developed new items for the two subscales of the STS that did not
perform well on our initial psychometric assessment: Personal effort and Reliance on
Authority. Tables 10 and 11display the new items for these two subscales. We are
currently testing the STS with these new items included.
Table 10. Preliminary new items for the subscales Personal effort
3. I think people who do not get their desired results/outcomes did not work hard enough.
5. I think it is not how hard you work, but how smart you work.
6. I think how the system is organized is important to influence change than personal efforts by
individuals.
7. I think that success depends on making changes beyond those of one person.
9. I think people closest to the everyday work of the job should be heavily involved.
10. It is more important to think of system changes rather than what the leader wants.
For further information and permission to use the Systems Thinking Scale, you can
contact Drs. Mary Dolansky ([Link]@[Link]) or Shirley Moore
([Link]@[Link])
Or
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Making Improvement
Instructions:
Please read each of the statements and place an “x” in the answer box that indicates frequency
of agreement with the statement:
When I want to make an improvement. . . Never Seldom Some of Often Most of the
the time time