Improving telephone helpline effectiveness using new evidence-based training methods
Submitting Institution
Loughborough UniversityUnit of Assessment
Communication, Cultural and Media Studies, Library and Information Management Summary Impact Type
SocietalResearch Subject Area(s)
Psychology and Cognitive Sciences: Psychology
Summary of the impact
Members of Loughborough University's Helpline Research Unit (LUHRU) have
been researching,
evaluating and advising on helpline services since 2000. LUHRU research on
the exchange of talk
between callers and call-takers on telephone helplines has had a
significant impact on helpline
training and quality control, benefitting helpline organisations,
call-takers, and users. The impact
has been realised through a) engagement activities that have increased
understanding of helpline
interactions amongst managers and call-takers, b) training and development
activities that have
changed call-takers' practices, and c) consultation and evaluations that
have changed
organisational policy and practice.
Underpinning research
Loughborough University's Helpline Research Unit (LUHRU) is part of the
Discourse and Rhetoric
Group which founded and developed methods for analysing social
interaction. Its basic research
shows how people collaboratively accomplish social actions and how
psychological phenomena
(emotions, identities, memories and so on) are handled in talk and social
interaction [3.1].
LUHRU has four principal members: Jonathan Potter (Professor and Dean of
School) who arrived
at Loughborough University in 1987, Sue Wilkinson (Professor) arriving in
1994, Alexa Hepburn
(Reader) in 2002, and Carly Butler (Lecturer) in 2010.
They have collaborated with colleagues from Australia and Sweden in
research on eleven UK and
international helplines since 2000, resulting in 21 peer-reviewed articles
and book chapters written
while members were employed at Loughborough University. This body of work
positions
Loughborough University as the world centre for research into how
telephone helplines deliver their
services.
Research has focused on three substantive areas:
a) Research that identifies how advice is given and received on
helplines
LUHRU research has shown that advice-giving is a common source of trouble
between caller and
call-taker but is managed differently in different helplines. We have
identified when and how advice
causes problems, and the ways in which call-takers manage these
difficulties [3.2, 3.3]. For
example, callers to the National Society for the Prevention of Cruelty to
Children's (NSPCC)
helpline sometimes resist appropriate advice. We showed that call-takers
manage advice
resistance through working to counter linguistic constructions [3.3].
In contrast, Kids Helpline
avoids direct advice-giving. The research found their call-takers use
questions that invite callers to
come up with their own solutions to problems, empowering callers to use
their own resources and
agency [3.2].
b) Research that identifies practices for managing emotion
Hepburn's [3.4] pioneering research on crying in calls to the
NSPCC developed new methods for
the study of emotion in helpline calls, and in social interaction more
generally. Detailed
transcription of crying identified call-takers' sensitivity to different
types of crying, and how they
shaped their responses accordingly. The research shows that emotions are
not simply a cause or
product of helpline interactions, but play an active part in the on-going
management of the call and
the relationship between caller and call-taker. These findings facilitated
further research on
empathy and emotional reciprocity, and have been developed through
research on displays of
anger and laughter.
c) Research that examines helpline policies and practices
LUHRU has carried out research on how call-takers manage helpline
policies, and core helpline
practices like handling the opening of a call. [3.5] They have
found that helpline policies can cause
interactional problems between callers and call-takers, and identified how
call-takers manage
these problems [3.2, 3.6]. For example, Wilkinson [3.6]
examined the practices by which call-
takers on a health-related charity collect information about caller
ethnicity and identified specific
problems with the organisation's ethnic monitoring process. This led to
concrete recommendations
to improve the accuracy of the organisation's monitoring and the
call-takers' practices for collecting
this information.
References to the research
Papers:
3.1. Edwards, D. (1997). Discourse and Cognition. London:
Sage Publications. ISBN: 978-0803976979,
1622 citations
3.2. Butler, C.W., Potter, J., Danby, S., Emmison, M. and Hepburn,
A. (2010). Advice-implicative
interrogatives: Building `client centred' support in a children's
helpline. Social Psychology
Quarterly, 73(3), 265-287. DOI:10.1177/0190272510379838
IF 1.892; 15/59 in Social Psychology; 21 Citations
3.3. Hepburn, A. and Potter, J. (2011). Designing the Recipient:
Managing advice resistance in
institutional settings, Social Psychology Quarterly, 74(2),
216-241. DOI:
10.1177/0190272511408055
IF 1.892; 15/59 in Social Psychology; 12 citations
3.4. Hepburn, A. (2004). Crying: Notes on description,
transcription and interaction. Research on
Language and Social Interaction, 37(3), 251-290.
DOI:10.1207/s15327973rlsi3703_1
IF: 1.226, 19/72 in Communication; 86 citations
3.5. Potter, J. and Hepburn, A. (2003). `I'm a bit concerned' -
Early actions and psychological
constructions in a child protection helpline, Research on Language and
Social Interaction,
36(3), 197-240. DOI: 10.1207/S15327973RLSI3603_01
IF: 1.226, 19/72 in Communication, 88 citations
3.6. Wilkinson, S. (2011). Constructing ethnicity statistics in
talk-in-interaction: Producing the
`White European'. Discourse & Society, 22(3), 343-361. DOI:
10.1177/0957926510395446
IF: 0.672, 41/72 in Communication, 5 Citations
Grants and Awards
2005: the NSPCC Helpline research was part of a Loughborough University
Social Sciences
Departmental submission that won the Queen's Anniversary Prize for
internationally outstanding
work on problems faced by children and young people.
2007-09: Australian Research Council `Discovery' Grant, The impact of
technological modality on
troubles telling and advice giving on a national children's helpline,
AU $175,000, Hepburn and
Potter, co-investigators, facilitated the design of different studies,
analysis of data, and writing up
finished research. With Susan Danby and Mike Emmison (Australia), Jakob
Cromdal and Karin
Osvaldsson (Sweden) and Butler.
2013 BPS Undergraduate Research Assistant Award. £1600.00 to fund a 2nd
year student for a
summer internship to assist with the project: Anger, conflict and
disagreements in calls to a child
protection helpline.
Details of the impact
This research has significant social impact through improving the
provision of telephone helpline
support to vulnerable groups. There are three beneficiaries: helpline
managers (whose
organisations have benefitted from expert consultation), helpline
operators (whose awareness,
skills, and practices have improved), and callers themselves whose needs
are better understood
and met. The further potential reach of the research impact is extensive —
in addition to the
helplines the researchers have worked with directly, the 450 or so
helplines accredited by the
researchers' association with Helpline Partnership, each receive training
that will in future be
informed by the research, and collectively they receive 29 million calls
per year.
The impact of the work has been achieved through (a) engagement, (b)
research-based training,
and (c) consultancy and evaluation. These activities have changed
awareness, improved call-takers'
skills, and led to improvements in helpline policies and practices [5.1-5.7].
(a) Engagement has resulted in increased awareness and understanding
By sharing the research findings (as described in section 2) with
helplines the researchers have
increased awareness of the interactional patterns and practices of
helpline calls. Helpline
managers and call-takers have greater understanding about handling strong
emotions [3.4, 5.1,
5.2, 5.3], how advice can be given in non-directive ways [3.2,
3.3] [5.1, 5.2, 5.3, 5.4], and how
ethically sensitive issues can be managed [5.4, 5.5].
In 2009, research on using questions in advice delivery [3.2]
were shared with Kids Helpline staff.
The presentation and discussion enhanced attendees' understanding about
how the organisation's
policy of non-directive advice was handled through questioning techniques
[5.8].
In June 2010, LUHRU's research was discussed at a Knowledge Exchange
Workshop on
Telephone Helplines at Edinburgh University. This led to the
delivery of a workshop for Parenting
Across Scotland (PAS - a partnership of organisations supporting
families, including Parentline
Scotland, Lone Parent Helpline, and Stepfamily Scotland) in May 2012 [5.2].
Participating call-takers
and helpline managers reported that the workshop increased their
understanding about
ways of handling strong emotion [3.4] and advice-giving [3.2,
3.3] [5.3, 5.4].
Between 2002 and 2004, Hepburn worked intensively with the Duty Manager
at NSPCC to discuss
the research findings, offering support and advice to individual
practitioners and reporting findings
to team meetings. Participants said that these activities had raised
awareness of call openings and
dealing with upset callers [5.1, 5.2].
A bespoke workshop delivered in November 2012 raised NSPCC call-takers'
awareness of how
callers display emotion, and how to handle advice resistance [5.1].
During 2012 and 2013,
individual meetings with call-takers from Compassion in Dying have
resulted in increased
understanding of advice giving [3.2, 3.3] in relation to complex
medical and legal issues. A formal
evaluation of the service has also increased awareness and understanding
of how call-takers can
best support callers [5.4, 5.5]
(b) Research-based training and guidance has enhanced the continuing
professional
development of helpline practitioners
Workshop participants listen to calls the researchers have analysed and
are taught how to
consider the consequences of different ways of handling various
interactional issues [5.1, 5.2, 5.3,
5.4, 5.5]. They have reported that as well as increasing awareness
of issues around emotion and
advice-giving, the workshops led to changes in their techniques [5.1,
5.2, 5.3, 5.4]. For instance,
participants at the Parenting Across Scotland workshop said that the
workshop improved their
practices by `Helping me consider my responses', `Thinking about how to
deal with calls more
effectively and efficiently' and `Considering how to conduct calls more
proactively'.
The significance of LUHRU for continuing professional development has
been recognised by the
national accrediting body for helplines — the Helplines Partnership
(formerly the Telephone
Helplines Association) who have entered into partnership with LUHRU [5.6,
5.7].
(c) Consultancy and expert advice has led to changes in helpline
policies and practices
The effectiveness of LUHRU's research and training has led to the group
being invited to offer
consultancy and expert advice, and to evaluate helpline services [5.1,
5.4]. Outcomes of these
activities include improved service documents and standardisation of
call-taking strategies.
In July 2012, NSPCC asked Hepburn and Potter to examine a `failed call'
which resulted in suicide.
The report was used to support quality control and feed into managerial
decisions about how to
handle similar calls in the future [5.1].
In 2012, Wilkinson was asked to evaluate Compassion in Dying's
End-of-Life Rights Information
Line. A report, based on analysis of 200+ calls, advised how the service
could improve.
Recommendations led to changes in service policy and practice, including
improvements to
documents used by call-takers, changes in the way call-takers discuss
issues with legal
implications, and improved call monitoring [5.4] The report also
provided an evidence base
which the charity has drawn on in its outreach and policy-making
activities [5.5].
Sources to corroborate the impact
The following sources of corroboration can be made available at request:
5.1. Letter from Head of Child Protection Operations,
National Society for the Prevention of
Cruelty to Children: Describes on-going relationship between NSPCC
and Hepburn and
Potter. Confirms that the work of the LUHRU has been shared with NSPCC and
used in
delivering workshops, and that NSPCC contracted Hepburn and Potter to
offer expert
consultation on a failed call. Testifies that these activities have led to
increased awareness
and understanding amongst call-takers and management and improvements in
call-taker
skills.
5.2. Letter from Project Manager at Parenting across Scotland:
Confirms that the work of the
LUHRU has been shared with PAS and used in delivering workshops. Testifies
that these
activities have led to increased awareness and understanding amongst
call-takers and
improvements in call-taker skills.
5.3. Feedback from workshops run for Parenting Across Scotland:
Evidence for a range of
extremely positive quantitative and qualitative feedback given by workshop
participants
5.4. Letter from Director at Compassion in Dying supporting the
claim of influence on training
5.5. Compassion-in-Dying response to the House of Lords Select
Committee on the Mental
Capacity Act, July 2013
5.6. Letter from Chief Executive Officer of Telephone Helplines
Partnership: Confirms that
LUHRU's reputation has led to a formal partnership with the organisation,
resulting in
LUHRU involvement with on-going helpline accreditation decisions and
training.
5.7. Emails from CEO, Telephone Helplines Partnership: Confirms
meetings held with
Hepburn have led to agreement to instigate a formal partnership with the
organisation,
resulting in LUHRU involvement with on-going helpline accreditation
decisions and training.
5.8. Australian Research Council report documenting impact from
ARC helpline grant