Section 20.1: Leadership Styles in Informatics Settings
Explore the spectrum of leadership theories, from servant leadership to transformational leadership. You’ll learn to identify your own natural style and adapt your approach to effectively lead diverse teams of clinical and technical professionals.
Leadership Styles in Informatics Settings
From Dispensing Authority to Influential Leadership: Redefining Your Role as a Pharmacist Leader.
20.1.1 The “Why”: The New Currency of Leadership is Influence, Not Authority
Throughout your career as a pharmacist, you have been a leader. Within the four walls of a pharmacy, your white coat, your knowledge, and your license grant you an inherent authority. When you speak, technicians, interns, and even patients listen because you are the final checkpoint for medication safety—the ultimate subject matter expert. You lead by knowledge, by protocol, and by the legal and ethical framework of your profession. This form of leadership is clear, defined, and essential for the safe dispensing of medications. It is a leadership of authority.
As you transition into pharmacy informatics, this entire paradigm shifts. Suddenly, you are placed on a project team where your pharmacy license carries little direct authority. You are surrounded by brilliant professionals from entirely different domains: network engineers who speak in acronyms about subnets and servers, software developers who debate the merits of different coding languages, project managers who live by Gantt charts and deadlines, and clinical stakeholders like nurses and physicians who have their own deep-seated workflows and priorities. In this environment, stating “because I’m the pharmacist” is no longer sufficient to drive action or build consensus. The currency of leadership is no longer your title; it is your ability to influence.
This section is arguably the most critical in your development as an informatics analyst, because technology projects are, at their core, human projects. They succeed or fail based on the ability of a diverse group of people to communicate, collaborate, and move toward a shared goal. Your role is often that of a translator, a bridge, and a guide. You must learn to lead team members who do not report to you, who may not understand your clinical perspective, and who may be resistant to the very changes you are trying to implement. This requires a new, far more sophisticated leadership toolkit. It requires understanding that leadership is not a singular trait but a dynamic set of skills and styles that you must learn to deploy strategically.
The core challenge you will face is this: How do you effectively lead a team of clinical and technical professionals to build, implement, and optimize a system that improves patient care when you have no formal authority over them? The answer lies in mastering the art of adaptive leadership. You will learn to diagnose the needs of your team, the context of the situation, and your own natural tendencies, and then consciously choose the leadership style that will be most effective. This is the transition from being a leader by title to becoming a leader by influence—the true hallmark of a successful Certified Pharmacy Informatics Analyst.
Retail Pharmacist Analogy: The Pharmacist in Charge (PIC) as a Master of Styles
Think about your experience as a Pharmacist in Charge (PIC), or even as a senior staff pharmacist. Your leadership is not one-size-fits-all. You subconsciously adapt your style dozens of times a day to meet the needs of your team and your environment. This is the foundation of adaptive leadership, and you are already practicing it.
Imagine a busy Monday afternoon:
- The New Technician: A 19-year-old technician, on their third day, is struggling to process a complex insurance rejection. You don’t just tell them to “figure it out.” You walk over, take the mouse, and say, “Okay, let’s walk through this together. First, you click here, then you check this field…” You are using a highly Directing (or Authoritative) style. You are providing specific, step-by-step instructions because their skill level is low and the task is complex. Your goal is task completion and immediate training.
- The Seasoned CPhT: Your lead certified technician, who has been with you for ten years, points out a major flaw in the pharmacy’s workflow for handling refrigerated medications. You don’t dictate a solution. Instead, you say, “That’s a great point. You understand this workflow better than anyone. Why don’t you get with Sarah and map out a better process? Draw it up, and let’s review it together tomorrow.” You are using a Delegating (or Laissez-Faire) style. You are empowering an expert, trusting their judgment, and giving them autonomy.
- The Demoralized Team: It’s been a grueling day. The phones haven’t stopped ringing, a key medication is on backorder, and patients are frustrated. Your team is visibly exhausted. You don’t focus on metrics. You pause, gather everyone for a quick huddle, and say, “I know today has been incredibly tough. You are all doing an amazing job under pressure. Let’s order some pizza for dinner. We’re going to get through this together.” This is Supportive (or Servant) Leadership. You are prioritizing the well-being of your team, recognizing their efforts, and building morale.
- The Vision for Improvement: At the weekly staff meeting, you want to introduce a new system for medication synchronization to improve patient adherence and streamline refills. You don’t just present it as a new task. You paint a picture: “Imagine a future where we don’t have these frantic refill calls all day. Imagine our patients getting all their meds on one convenient day, improving their health. This new ‘Med Sync’ program can get us there. It will be a change, but it will make our jobs less chaotic and dramatically improve the care we provide.” This is Transformational Leadership. You are inspiring your team by connecting their daily tasks to a larger, meaningful vision.
Your role as a PIC requires you to be a director, a delegator, a cheerleader, and a visionary, sometimes all within the same hour. You read the situation, assess the needs of the individual or the team, and choose the right tool for the job. This is the exact same skill set you will now apply, with greater intention and on a larger scale, in the world of pharmacy informatics.
20.1.2 The Leadership Spectrum: A Deep Dive into Your New Toolkit
To move from an intuitive leader to a strategic one, you must first understand the formal theories and models that describe these styles. Think of this as moving from being a good cook to being a trained chef. A good cook can follow a recipe; a trained chef understands the chemistry of why certain ingredients and techniques work together. They can innovate, adapt, and create new recipes. This section will provide you with the foundational “culinary school” of leadership theory, always framed within the context of an informatics project.
We will explore a spectrum of leadership styles, from the highly controlling to the highly empowering. No single style is “best.” The most effective leaders are those who can move fluidly across this spectrum as the situation demands.
Mastery 1: Transactional Leadership – The Foundation of Predictability and Order
Transactional leadership is perhaps the most common and foundational style of management. It operates on a clear, straightforward principle of exchange. The leader defines expectations and provides rewards (or punishments) in return for the team’s performance. It is focused on maintaining the status quo, ensuring operational efficiency, and executing tasks according to established procedures. It’s less about inspiring change and more about ensuring the trains run on time.
Core Principles of Transactional Leadership
- Contingent Reward: This is the “if you do this, you will get that” principle. The leader clarifies expectations and offers recognition, a bonus, or other rewards when goals are met.
- Management-by-Exception (Active): The leader actively monitors the work, watching for deviations from the rules and standards, and takes corrective action before problems escalate.
- Management-by-Exception (Passive): The leader intervenes only after standards have not been met or a problem has already occurred. This is a more reactive approach.
- Laissez-Faire: While technically a non-leadership style, it’s often grouped with transactional theory. The leader abdicates responsibility and avoids making decisions.
Informatics in Action: Leading a System Testing Cycle
Imagine you are the informatics pharmacist lead for the final testing phase of a new CPOE order set for chemotherapy. This is a high-stakes process where precision and thoroughness are paramount. This is a perfect scenario for transactional leadership.
Your Actions as a Transactional Leader:
- Set Clear Expectations: You create a detailed spreadsheet listing every single test script that needs to be executed by the team of analysts (both pharmacists and nurses). Each script has a unique ID, a clear objective (e.g., “Verify that the dose for Carboplatin is correctly calculated using the Calvert formula”), expected outcomes, and a deadline. There is no ambiguity.
- Define Roles: You assign specific blocks of scripts to each analyst. “John, you are responsible for scripts 1-25, focusing on the solid tumor protocols. Mary, you will handle scripts 26-50, which cover hematologic malignancies.”
- Contingent Reward: You communicate the reward for success. “Our goal is to complete 100% of these scripts with documented outcomes by Friday at 5 PM. If we hit this target, I’ve gotten approval from our director for everyone to take a comp day next week to recharge before go-live.”
- Active Management-by-Exception: You hold a daily 15-minute huddle. “Let’s review the dashboard. I see we are at 45% completion, which is slightly behind schedule. Scripts 18 and 32 are blocked. John, what’s the issue with script 18?” You identify the bottleneck (a bug in the test environment) and immediately escalate it to the IT team to get it resolved. You are actively monitoring for deviations and correcting them in real-time.
Masterclass Table: Applying Transactional Leadership in Informatics
| When to Use This Tool | Potential Pitfalls & How to Mitigate Them |
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Mastery 2: Transformational Leadership – Inspiring a Shared Vision of the Future
If transactional leadership is about managing the present, transformational leadership is about creating the future. This style goes beyond simple exchanges. A transformational leader inspires and motivates followers to achieve extraordinary outcomes and, in the process, develop their own leadership capacity. They articulate a compelling vision and persuade the team to see the higher purpose behind their work. In informatics, where projects often involve difficult changes to established workflows, this is the style that drives adoption and creates true clinical improvement.
The Four “I’s” of Transformational Leadership
- Idealized Influence (Walking the Walk): The leader acts as a role model. They have high ethical standards, instill pride, and earn the respect and trust of the team.
- Inspirational Motivation (Painting the Picture): The leader articulates a clear, appealing, and inspiring vision of the future. They give the team’s work meaning and challenge them with high standards.
- Intellectual Stimulation (Challenging the Status Quo): The leader encourages creativity and innovation. They question assumptions, reframe problems, and encourage followers to think in new ways.
- Individualized Consideration (Seeing the Person): The leader acts as a coach or mentor, paying special attention to each individual’s needs for achievement and growth. They create a supportive climate where differences are respected.
Informatics in Action: Championing a New Barcode Medication Administration (BCMA) System
Imagine your hospital is still using a paper MAR. You have been tasked with leading the clinical side of a massive project to implement a new BCMA system. The nursing staff is skeptical and fearful of the change. They see it as “more work” and “just another computer thing.” A transactional approach (“you must use this system”) would fail spectacularly.
Your Actions as a Transformational Leader:
- Inspirational Motivation: In your kickoff meetings with the nurses, you don’t start with the technical details. You start with the “why.” You tell a true, anonymized story about a medication error that occurred at another hospital that BCMA would have prevented. You say, “This project isn’t about scanning barcodes. It’s about creating a system where it is nearly impossible for one of our patients to get the wrong medication. It’s about being able to go home at the end of your shift knowing that you were protected by a system that ensured every dose was the right one.” You are connecting the project to their core value of patient safety.
- Idealized Influence: During the design phase, you don’t sit in an office. You put on scrubs and shadow the nurses for entire shifts. You learn their workflow, listen to their frustrations, and demonstrate through your actions that you respect their expertise and are committed to building a system that works for them, not against them. You become a trusted partner, not an IT enforcer.
- Intellectual Stimulation: A group of nurses raises a concern that the new scanners are cumbersome to carry. Instead of dismissing it, you say, “That’s a critical point. The standard hardware might not be the best solution. Let’s form a small working group. I want you to research other options—scanners built into phones, smaller handhelds—and present your findings to the project board. Let’s challenge our vendor to do better.” You are empowering them to be part of the solution.
- Individualized Consideration: You identify a particularly tech-savvy but quiet nurse on the medical-surgical unit. You take her aside and say, “I’ve noticed you have a real knack for this. You’re picking it up faster than anyone. Have you ever considered becoming a super-user or even getting involved in nursing informatics? I think you have a real talent for it, and I’d be happy to mentor you.” You are developing future leaders and creating champions for your project.
Masterclass Table: Applying Transformational Leadership in Informatics
| When to Use This Tool | Potential Pitfalls & How to Mitigate Them |
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Mastery 3: Servant Leadership – Leading by Empowering and Removing Obstacles
Servant leadership flips the traditional leadership pyramid upside down. Instead of the team working to serve the leader, the leader exists to serve the team. A servant leader’s primary focus is on the growth and well-being of their people and the communities to which they belong. They share power, put the needs of others first, and help people develop and perform as highly as possible. In informatics, where success depends on the collective expertise of many different specialists, the servant leader is the ultimate facilitator and enabler.
Key Characteristics of a Servant Leader
- Listening: They listen intently and receptively to others, seeking to understand before seeking to be understood.
- Empathy: They strive to understand and empathize with others, accepting and recognizing them for their special and unique spirits.
- Healing: They are skilled at helping to make people whole, fostering an environment of emotional and psychological safety.
- Awareness: They have a high degree of self-awareness and a general awareness of their environment, which allows them to view situations from a more integrated, holistic position.
- Persuasion: They rely on persuasion rather than positional authority to build consensus and make decisions.
- Stewardship: They are committed to serving the needs of others and view their role as a trust, holding the institution and its resources for the greater good of society.
Informatics in Action: Supporting the Technical Team During a Complex Interface Build
Imagine your project requires building a new HL7 interface between the EHR and a new automated dispensing cabinet (ADC) system. The technical team consists of two brilliant but highly introverted interface engineers who are experts in data standards but know very little about pharmacy workflow.
Your Actions as a Servant Leader:
- Run Interference: The engineers need specific data fields from the EHR, but their access requests are tied up in bureaucracy. You don’t tell them “that’s your problem.” You take it upon yourself to navigate the internal politics, track down the right IT security manager, clearly articulate why the access is needed for the project’s success, and get it approved. You remove the obstacle so they can do their job.
- Act as a Translator: During a meeting, a nurse stakeholder says, “We need to make sure the PRN orders cross over correctly.” The engineers look confused. You step in and translate: “For the engineers, that means we need to ensure that when the order frequency in the ORC segment is ‘PRN’, the system correctly flags it as an ‘as needed’ medication in the ADC profile, not a scheduled med.” You bridge the communication gap, serving the needs of both sides.
- Provide Resources and Protection: The project manager is pushing for an aggressive deadline that the engineers feel is unrealistic. You notice they are working late every night and are becoming stressed. You step in and advocate for them. You go to the project manager with data and say, “The engineers have identified unforeseen complexity in the vendor’s API. Based on my assessment, a more realistic timeline is X. Pushing them to meet the original deadline will lead to burnout and a poorly built interface. My job is to ensure they have the time to do this right.” You are protecting your team from unreasonable demands.
- Focus on Their Growth: After a successful meeting where one of the engineers explained a technical concept to the clinical team, you pull him aside. “The way you explained the ADT message flow today was fantastic. You really helped the nurses understand the ‘why’ behind the patient registration data. You have a real skill for that. I’d encourage you to take the lead in our next technical demo.” You are building their confidence and helping them develop new skills.
Masterclass Table: Applying Servant Leadership in Informatics
| When to Use This Tool | Potential Pitfalls & How to Mitigate Them |
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20.1.3 The Master Skill: Situational and Adaptive Leadership
The theories we’ve discussed so far—Transactional, Transformational, and Servant—describe different leadership philosophies. Situational Leadership, developed by Paul Hersey and Ken Blanchard, is different. It is not a single philosophy but a practical, adaptive model for applying the right leadership style to the right person at the right time. It is arguably the single most valuable and actionable leadership framework for an informatics pharmacist, who must constantly adjust their approach when dealing with a wide array of people with varying levels of skill and motivation.
The core idea is that leaders should adapt their style based on the “Development Level” of their follower for a specific task. This Development Level is a combination of two factors:
- Competence: The individual’s task-specific knowledge and skills.
- Commitment: The individual’s motivation and confidence regarding the task.
Based on these two factors, the leader chooses one of four corresponding leadership styles, which are a combination of two leader behaviors:
- Directive Behavior: The extent to which the leader engages in one-way communication, spells out the follower’s role, and tells the follower what to do, where to do it, when to do it, and how to do it.
- Supportive Behavior: The extent to which the leader engages in two-way communication, listens, provides support and encouragement, facilitates interaction, and involves the follower in decision-making.
Crucial Distinction: Lead the Person for the TASK
A common mistake is to label a person as being at a certain development level overall. That is incorrect. A person’s development level is task-specific. For example, a senior clinical pharmacist may be a D4 (high competence, high commitment) for the task of designing a vancomycin dosing protocol, but a D1 (low competence, high commitment) for the task of writing a SQL query to extract data from the EHR database. The effective situational leader correctly diagnoses their level for each specific task and adapts accordingly.
Masterclass Diagram: The Situational Leadership II Model
S3: Supporting
High Supportive & Low Directive Behavior
The leader facilitates and supports the follower’s efforts toward task accomplishment and shares responsibility for decision-making with them. The leader’s role is to praise, listen, and facilitate.
S2: Coaching
High Directive & High Supportive Behavior
The leader still provides direction, but they also use two-way communication and provide socioemotional support to “sell” the follower on the task. The leader explains decisions and solicits suggestions.
S4: Delegating
Low Supportive & Low Directive Behavior
The leader turns over responsibility for decision-making and problem-solving to the follower. The leader provides the “what,” and trusts the follower for the “how.”
S1: Directing
High Directive & Low Supportive Behavior
The leader provides specific instructions and closely supervises task accomplishment. The leader defines the roles and goals and supervises closely.
Follower Development Levels
D1: Enthusiastic Beginner
Low Competence
High Commitment
D2: Disillusioned Learner
Some/Low Competence
Low Commitment
D3: Capable but Cautious Performer
High Competence
Variable Commitment
D4: Self-Reliant Achiever
High Competence
High Commitment
Masterclass Table: Situational Leadership in Pharmacy Informatics Scenarios
| The Follower & Task | Development Level Diagnosis | Correct Leadership Style & Your Actions | What Happens if You Mismatch Styles? |
|---|---|---|---|
| A newly hired IT analyst, with a background in networking but zero clinical experience, is asked to build their first pharmacy order set. |
D1: Enthusiastic Beginner Competence: Very Low (doesn’t know what a “sliding scale” is). Commitment: High (eager to learn and make a good impression). |
S1: Directing Your job is to provide high direction and low support. You don’t need to cheerlead; you need to instruct.
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If you used S4 (Delegating): “Just build the insulin order set.” The result will be a clinical disaster, the analyst will fail, and they will become frustrated and demotivated. If you used S3 (Supporting): “How do you feel about building this?” This is unhelpful. They don’t need a cheerleader; they need a teacher. |
| A clinical pharmacist from the floor, who has been on the project for 3 months, is now tasked with leading a validation session with the physicians. They know the clinical content perfectly but are nervous about presenting. |
D3: Capable but Cautious Performer Competence: High (knows the order set inside and out). Commitment: Variable/Low (lacks confidence in their ability to lead the meeting). |
S3: Supporting Your job is to provide high support and low direction. They don’t need you to tell them what to do, but they need you to build their confidence.
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If you used S1 (Directing): “Here is a script of exactly what to say in the meeting.” This would be insulting to their expertise and would undermine their confidence further. If you used S2 (Coaching): This is a close second, but they don’t need much direction on the content, just encouragement on the process. |
| An experienced nurse informaticist, who has been on the team for two years and has implemented BCMA before, is tasked with designing the training plan for the nursing units. |
D4: Self-Reliant Achiever Competence: Very High (has done this exact task successfully before). Commitment: Very High (takes ownership and is motivated). |
S4: Delegating Your job is to provide low support and low direction. Get out of their way and let them work.
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If you used S1 (Directing): If you micromanaged them and dictated the training plan, they would become intensely frustrated and demotivated. You would be wasting their talent, and they would likely start looking for another job where their expertise is trusted. |
| The same IT analyst from the first example, now 6 weeks into the project, has built a few simple order sets. He’s struggling with a more complex one and seems frustrated, saying “I thought I was getting this, but this is harder than I expected.” |
D2: Disillusioned Learner Competence: Some/Low (knows the basics, but not advanced concepts). Commitment: Low (his initial enthusiasm has faded as the difficulty increased). |
S2: Coaching Your job is to provide high direction AND high support. You need to both instruct and encourage.
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If you used S1 (Directing): Just telling them what to do won’t address their flagging motivation. They might complete the task but remain disengaged. If you used S3 (Supporting): Just saying “you can do it!” won’t help them overcome the technical challenge they are facing. |
20.1.4 Crafting Your Informatics Leadership Persona: A Self-Assessment and Development Plan
Understanding these leadership models is the first step. The next, more difficult step is to understand yourself. Effective leaders have a high degree of self-awareness. They know their natural strengths, their communication style, their emotional triggers, and their “default” leadership tendency. By identifying your natural baseline, you can become more intentional about developing skills in the other styles, ultimately expanding your versatility.
This is not about changing who you are. If you are a natural servant leader, that is a tremendous asset. This is about adding more tools to your toolkit so that when a situation calls for a more directive or visionary approach, you can step into that role effectively, even if it feels less comfortable.
Self-Assessment: What is Your “Default” Style?
Read through the following scenarios and choose the response that feels most natural to you. Be honest with yourself. This isn’t a test with right or wrong answers; it’s a tool for reflection.
Scenario 1: A major go-live is one week away, and a key technical component is failing during testing. The team is stressed and uncertain.
A. I gather the team, clearly assign troubleshooting tasks to specific individuals, and set up hourly check-ins to monitor progress against a clear plan. (More Transactional/Directing)
B. I remind the team of the critical patient safety improvements this project will deliver and express my absolute confidence in their ability to solve this problem together. (More Transformational)
C. I ask the team, “What do you need from me right now to be successful? Do you need food? Do you need me to get a director on the phone? My only job is to clear the way for you.” (More Servant)
Scenario 2: You are tasked with designing a new, innovative clinical decision support alert to reduce opioid over-prescribing.
A. I schedule a series of brainstorming meetings with pharmacists and physicians, encouraging wild ideas and challenging every assumption about how alerts should work. (More Transformational/Intellectual Stimulation)
B. I assemble a team of experts, provide them with the high-level goal, and then trust them to design the technical and clinical specifications, making myself available for support and guidance. (More Servant/Delegating)
C. I research best practices from other hospitals, define the specific data points and logic required for the alert, and present a detailed project plan to the team for execution. (More Transactional)
Reflecting on your answers will give you a clue to your natural tendency. Most people have a blend of styles, but often one feels more “home base” than the others.
Personal Leadership Development Playbook
Once you’ve identified your potential default style, you can use this playbook to intentionally develop your versatility. Find your primary style below and focus on the actionable steps to grow your less-dominant skills.
| If Your Default is… | Your Potential Blind Spots in Informatics | Skill to Intentionally Develop | Actionable Steps |
|---|---|---|---|
| Transactional (The Organizer) |
May struggle to inspire buy-in for difficult changes. Can be seen as rigid or overly focused on process instead of people. May not foster innovation on the team. | Inspirational Motivation |
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| Transformational (The Visionary) |
May get bored with the essential details of testing and documentation. Can risk burning out the team with constant high energy and new ideas. May not provide enough structure for junior team members. | Structured Execution (Transactional Elements) |
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| Servant (The Enabler) |
May avoid difficult conversations or making unpopular decisions to maintain harmony. Can be slow to act in a crisis. May be taken advantage of if boundaries are not set. | Decisive Action (Authoritative/Directing) |
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