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Improving Organizational Performance with Bus Stop Conversations E A August 7, 2009 L Learning Objectives • Prepare OU Medicine leaders for next steps required to align behaviors, and build the EXCEL culture, throughout the enterprise by….. – Closing the Performance Gap! – Re-recruiting Excelling and Achieving performers – Moving Lagging performers up or out • You will learn to….. – Differentiate and identify Excelling, Achieving and Lagging Performers – Conduct EAL (or Bus Stop) conversations with direct reports – Use effective strategies to overcome the challenges that may occur during these conversations – Successfully implement Bus Stop Conversations to achieve intended results 2 Why Organizations Do Not Sustain Excellence • Do not achieve critical mass - Lack of balanced approach • Too many new behaviors introduced at once – need sequenced approach • Leaders do not have the training to be successful • No process in place to rerecruit the high and middle performers and address low performers • Absence of an objective accountability system • Dots are not connected consistently to purpose, worthwhile work and making a difference • Inability to take best practices and standardize across organization • Failure to have physician leaders “always” do desired behaviors 3 Evidence-Based Rev 11.08 LeadershipSM Foundation STUDER GROUP®: Objective Evaluation System Leader Development Aligned Goals Implement an organizationwide staff/ leadership evaluation system to hardwire objective accountability (Must Haves®) Must Haves® Performance Gap Aligned Behavior Create Agreed upon processes tactics and and assist behaviors to leaders in achieve goals developing Rounding for skills and Outcomes: leadership Thank You Notes: competencies necessary to Physician Selection, attain desired Selection and the results First 90 Days Key Words at Key Times AIDET Post Phone Calls Re-recruit excelling and achieving performers Move lagging performers up or out Standardization Accelerators Aligned Process Processes that are consistent and standardized throughout the enterprise Leader Eval ManagerTM Staff Eval ManagerTM Discharge Call ManagerTM Rounding ManagerTM Idea ExpressTM 4 Where Do Bus Stop Conversations Fit? • Goals are outlined in LEM • Behavior Standards are in place • Rounding on Employees and Physicians is hardwired to assure that everyone has tools and equipment to take care of our patients • Critical Conversation Training helps us as leaders have conversations in real time regarding goals and behaviors for those that report to us • Coffee Cup conversations help us have conversations in real time regarding goals and behaviors with colleagues • Bus Stop Conversations are structured coaching and performance conversations that are based on patterns of behavior and they re-recruit, retain and make expectations clear 5 highmiddlelow® Survey Design & Response • July 2008 – a personal email invitation was sent to 43 Studer Group hospital partners identified by Studer Group coaches that conducted highmiddlelow® conversations at their organization. • Interviews were scheduled and completed with participants by telephone. • A total of 30 surveys were completed for a response rate of 69%. Source: 2008 highmiddlelow® Research Study 6 highmiddlelow® Respondents • All respondents worked for a hospital and full time equivalent employees ranged from 40 to 15,000; average number of employees = 2,112; median (midpoint) number of employees = 1,000. • From 30 organizations surveyed, an average of 92% of employees received an HML conversation. • Almost half (46%) of organizations surveyed, conducted HML conversations in 2007 or 2008. Source: 2008 highmiddlelow® Research Study 7 highmiddlelow® Organizational Results How would your rate your organization's ability to: (1=Very Poor, 10=Excellent) 10 9 8 7 6 5 4 3 2 1 0 7.9 5.7 Retain High Performers 7.7 7.4 5.2 Before implementing HML 4.0 Further Develop Middle Performers After implementing HML Move Out Low Performers Source: highmiddlelow Research Study 8/08 Before HML, N=26; After HML, N=25 for Retaining High Performers Before HML, N=25; After HML, N=25 for Further Developing Middle Performers Before HML, N=25, After HML, N=25 for Moving Out Low Performers 8 highmiddlelow® & Organizational Results Source: highmiddlelow Research Study 8/08 Before HML, N=26; After HML, N=25 for Retaining High Performers Before HML, N=25; After HML, N=25 for Further Developing Middle Performers 9 highmiddlelow® & Organizational Results Source: highmiddlelow Research Study 8/08 Before HML, N=24; After HML, N=24 for Moving Up Low Performers Before HML, N=25; After HML, N=25 for Moving Out Low Performers 10 highmiddlelow® & Organizational Results Source: highmiddlelow Research Study 8/08 Before HML, N=25; After HML, N=25 11 highmiddlelow® & Employee Satisfaction Top Scores Those rating a 4 or 5 on 5-point scales Source: highmiddlelow Research Study 8/08 Before HML, N=16; After HML, N=15 This is a blended score of different types of employee satisfaction questions across 16 different hospitals; scores above reflect Top Box scores - % of employees that gave a 4 or 5 rating on a 5-point scale 12 highmiddlelow® and Annualized Turnover Rates Source: highmiddlelow Research Study 8/08 N=24 for Turnover rates before and after HML conversations; N=15 for Current Turnover Rate 13 HML Impact Line of service Before HML After HML Advocate Good Samaritan, Downers Grove, IL Beds = 303, Admissions = 17,486, Employees = 2500 Employee satisfaction Month before - 65 6 months after - 81 Inpatient satisfaction 2 months before - 74 4 months after - 87 Outpatient satisfaction 2 months before - 86 4 months after – 98 United Regional Health Care, Wichita Falls, TX Beds=357, Admissions = 15,995, employees=1,788 Inpatient satisfaction 1st Quarter - 61 4th Quarter - 91 Outpatient satisfaction 1st Quarter - 45 4th Quarter - 69 ED satisfaction 1st Quarter - 50 4th Quarter - 83 Homestead Hospital, Florida Employee engagement as measured by Gallup 7.9 14.2 Positive Results of highmiddlelow® • “I do not use an agency anymore. I attribute this to highmiddlelow® working so successfully.” Houshang Falahatpour Inova Fairfax Emergency Care Center - Fairfax, VA • “We discontinued using agency nurses as of July 2006 and this adds up to more than $1 million dollars in savings.” Elizabeth Parsons Palmetto Health Baptist Easley – Easley, SC Source: highmiddlelow Research Study 8/08 15 Positive Results of highmiddlelow® • “We have a LEM goal to retain high performing nurses and this resulted in reducing RN turnover from 21% to 15% (2006 to 2007). This also produced a return on investment of $1 million dollars!” Kristi Faulkner United Regional Health Care System – Wichita Falls, TX Source: highmiddlelow Research Study 8/08 16 Dartmouth Hitchcock IOP Distribution “We moved our performance curve!” 17 Results That Last …Spending 92 percent of your time retaining the 92 percent of your employees who want to be on board, and 8 percent of your time dealing with the 8 percent who don’t. The outcome is results that last. Results That Last, Quint Studer, Chapter 1, Pg 4 18 What Are Your Supervisors Doing? 19 Who Are You Spending Time With? 20 V-TACH Underlying Cause: Several Treatment: ACLS 21 • PATIENT SATISFACTION V-TACH • Underlying Cause: Inconsistency • Treatment: Bus Stop Conversations Ja nu ar Ma y 01 rc h0 Ma 1 y0 1 J Se uly pt 01 e No mbe ve r mb 01 J a er ' nu 01 ar Ma y 02 rc h Ma 02 y0 Ju 2 Se ly pt 02 em No be ve r 0 mb 2 J a er nu 02 ar Ma y 03 rc h0 Ma 3 y0 Ju 3 Se ly pt 03 em No be ve r 0 m 3 J a ber nu 03 ar Ma y 04 rc h0 Ma 4 y0 Ju 4 Se ly pt 04 em be r0 4 Patient GoalSatisfaction = 90% October 25, 2004 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 95% 90% 18% 21% 22 Performance Curve Excelling-Achieving-Lagging L A 8% 58% E 34% 23 24 Tool Five: Excelling E 25 1/3 clinical skills 1/3 team work 1/3 service skills 26 Tool Five: Achieving A 27 28 Tool Five : Lagging L 29 Phase 1:The Honeymoon What to expect: Key Action Steps: Sense of excitement Right “to do” list Things will get better (hope) Quick fixes are implemented Skeptics Provide more communication (information) Acquire tools and improve systems Start to hardwire selected behaviors Roll out Behavior Standards Implement new accountability system (LEM) Begin Leadership Development Sessions Start Teams 30 Excelling, Achieving, and Lagging Performer E A L 31 Phase 2: Reality Sets In What to expect: Key Action Steps: We/they Inconsistency Leadership training gets more focused Re-recruit excelling performers Increase substance of communication to stakeholders Prepare to have conversations with excelling-achieving-lagging performers Increase reward and recognition Bigger than I thought This will impact me Some are getting it Some are not 32 The Gap Becomes Evident E A E A L Hoping that: • More time will help • More coaching will help • More focus will help • A transfer will help • They will leave Gap is uncomfortable L 33 The Gap is Intolerable E E E The Wall A A A Gap is uncomfortable L L Gap is Intolerable L 34 Results Decline (look familiar?) E E E E E E A A LL A A A M A Gap is intolerable Gap is uncomfortable LL E The Wall A Results Decline L L L 35 Phase 3: The Uncomfortable Gap What to expect: Key Action Steps: Tough questions are responded The performance gap is evident Tougher decisions must be made Process improvement increases Inconsistencies become obvious to and hardwired by leaders EAL Completed The “right people” are in the “right places” 36 Over the Wall E A E E E A L A The Wall A Gap is intolerable Gap is uncomfortable L L 37 Over the Wall E A E E E A L A The Wall A Gap is intolerable Gap is uncomfortable L L 38 Phase 4: Consistency What to expect: Key Action Steps: High performing results Everyone understands the keys to success Push for innovation Disciplined people and disciplined processes Proactive leadership Standardize and repeat key behaviors Next generation of tools/techniques 39 Moving the Excelling Performers GAP L A E Performance 40 Start at the Top… 41 Bus Stop Conversation Toolkit 42 Tool Six: Tracking Tool 43 Excelling Performance Conversation • ENGAGE: Tell them where the organization is going • APPRECIATE: Thank them for their contribution and articulate the specific value of their work • SUPPORT: Outline why they are so important • Ask them what they need to be a long-term employee and what you can do for them 44 Excelling Performance Conversation Kay and Cheryl 45 Role Playing Exercise Outline • Participants break into groups of 2 • Role play scenarios are in your packets • One person will have an Excelling performer conversation • Role play begins (5-7 minutes) • Feedback (5 minutes) 46 Moving the Achieving Performers GAP L A E Performance 47 Achieving Performance Conversation Reassure individual goal is to retain • S : Support – Describe what they do well – be specific • C : Coach – Identify one thing they can improve, provide specifics and benefit of doing this. Ask for their ideas for training or support • S : Support – Ask them how you can assist or support them in developing this skill. Reaffirm good qualities. 48 Achieving Performance Conversation Tim and Darnell 49 Role Playing Exercise Outline • Participants break into groups of 2 • Role play scenarios are in your packets • One person will have an Achieving performer conversation • Role play begins (5-7 minutes) • Feedback (5 minutes) 50 Clear Expectations for Lagging Performers GAP L A E Performance 51 Lagging Performance Conversation Do not start meeting on a positive note • D : Describe – Describe what has been observed. • E : Evaluate – Evaluate how you feel. • S : Show – Show what needs to be done. • K : Know – Know consequences of continued same performance. • Schedule follow up conversation within the improvement time frame 52 Lagging Performance Conversation Karen and Cyndi 53 Role Playing Exercise Outline • Participants break into groups of 2 • Role play scenarios are in your packets • Each person will have a Lagging performer conversation • Role play begins (5-7 minutes) • Feedback (5 minutes) 54 Tool Seven Remember to be prepared for the conversations! 55 What Has Been Accomplished? • Leader demonstrates concern and care for those that report to them • Leader demonstrates commitment to team member professional development • Leader affirms and shows appreciation for excelling and achieving • Leader lets people with sub-par performance know exactly where they stand and next steps for their performance • Leader role models value driven leadership 56 Excelling! NEW OLD Performance 57 Key word …….CHOICE Studer Group® : Nuts and Bolts of Service and Operational Excellence in the ED 58 Linkage Grid 59 We have learned that the reluctance to address low/sub-par performance keep an organization from being the best. Quint Studer 60