Masters Series Leadership Program
MASTERS SERIES
LEADERSHIP PROGRAM
PARTICIPANT PRE-WORK RESOURCES
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Masters Series Leadership Program
Congratulations!
You have been chosen to participate in the Masters Series Leadership Program by your
manager and the UMHS management team.
This pre-work package of resources compliments your pre-work instructions.
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Masters Series Leadership Program
Welcome to the program!
What’s In This Package?
This package contains directions and tools to help you prepare for the Masters Series
Leadership Program.
Title
Description
Masters Series Leadership
Program Flow
A high-level flow chart of how the program works
from the time it is scheduled until the time the
results of the program are evaluated.
4
Masters Series Brochure
A high-level description of the program and its
framework, and a day-by-day outline of the
workshop topics.
6
Masters Series Skill
Development Work Plan
A template to use to identify performance
objectives directly related to your attendance in the
Masters Series program.
9
Project Criteria
A job aid to help you and your manager select the
best opportunity for you to work on during the
workshop.
11
Masters Series Pre-work
Agenda
A job aid to help you plan and facilitate the meeting
with your manager to set performance objectives
and select an opportunity to work on.
12
Post Masters Series
Objectives Review
After the fifth day of the Masters Series, you and
your manager can use this checklist to validate that
the performance goals you agreed to are still
appropriate, and the change project selected is still
best and scoped properly.
13
Masters Series Pre-work
Report
A form you must complete and forward after your
meeting with your manager. The data you provide
will serve as the basis for a post-completion
evaluation.
14
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Masters Series Leadership Program
Flow of Activities
You are
here.
Managers notified
of upcoming
Masters Series
Candidates
nominated for
Masters Series
Participant
receives
Participants
two emails from
selected
external vendors
Participant
Participant
receives email
receives prework
with prework
package
instructions
Participant
reviews prework
instructions
package
Participant
schedules
meeting with
manager
Participant receives
two external emails
with links and
passwords to take
assessments
Participant
completes
Assessments
(EPIC & LPI)
Manager notified
direct report
selected
Participant and
manager set
goals and select
project
Participant sends
Participant sends
in completed
in completed
one-page
Masters
report
Series Prework Report
Participant
receives assessment
results in workshop
Post-class
Participant
attends Masters
Series Days 1 to 5
Key:
Blue:
Yellow:
Green:
Purple:
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Participant
applies concepts
and tools
to project
Participant
continues to work
on change project
Participant
seeks input
from Mentor
Participant
Implements
project
Activities before your selection for Masters
Masters Pre-work
Masters Program Activities
Activities post-Masters participation
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Masters Series Leadership Program
What is the Masters Series
The purpose of the Masters Series Leadership Program is to provide an opportunity for
UMHS managers to attain the leadership competencies needed to successfully guide
UMHS through today’s constantly changing environment and into the future.
This workshop is a combination of assessment, discussion, skill practice exercises, and
practical application. It is highly experiential and interactive. Participants learn from each
other, discover through exploration of resources, role play, and storytelling based on
past experiences, and work with each other to complete assignments.
Framework
Change management serves as the foundation for the workshop and the framework for
linkage to all of the other concepts, competencies, and tools. Each participant and his or
her manager select an undertaking connected to the work area that will be analyzed
during the workshop and after.
Performance
This workshop is challenging, demanding, fun and rewarding.
Participants should come prepared for a novel learning experience, one where they will
explore their leadership, learning and communication styles. They will immerse
themselves in a diverse array of topics and information and work with others to build
practical skills.
Each participant should meet with his or her manager within three to six months
following the conclusion of the workshop to measure progress toward the identified
goals.
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Masters Series Leadership Program
Day 1
Thursday
Day 2*
Friday
Day 3
Monday
Day 4
Tuesday
Day 5*
Wednesday
Introduction
Introduction
Introduction
Introduction
Introduction
Leadership Practices
Inventory
 Life lessons of a
Leader
 Leadership
perspectives
 Dark side of leadership
Competence
 Leadership practices
inventory
Crucial Conversations
and Accountability
Project Review: Round
Robin
Change Management
 Impact of
Relationships
 Change Facts
 Change Management
System and Process
 Analysis of Past
Projects
 Linkage between
Change Management,
Topics, and Projects
Strategic Thinking
 Definition, concepts
and tools
Current State Analysis
Financial Overview
 Health System
Economy and
Structure
Innovation
 Defining Paradigms,
Creativity, Innovation
 Innovation History and
Metrics
 UMHS Examples
(FIGS)

Project Work (Optional)
Project Work
 Current State Analysis
 Holistic view of the
project
Lean Thinking
 Definition, concepts,
and tools
 Case Studies
Building a Culture of
Diversity
Discovery of Styles
 Working with different
styles
Emotional Intelligence
 Definition, concepts
and tools
 Dialogue
 Reflection on
Relationships
Close
Systems Thinking
 Definition, concept,
and tools
 Aligning the System
Loops and Healthcare
 Systems thinking and
change management
Performance Metrics
 Performance Metrics
and Quality Tools
Critical Decision Making
 Concepts and tools
Project Work
 Impact Analysis
 System model
 Current State Analysis
 Project objectives and
metrics
Strategic Planning and
Deployment
 Strategic Plan vs
Business Plan
Building a Business
Plan
From Theory to Practice
Project Work
 Downstream Analysis
 Draft Business Plan
Close:
Interest-Based Problem
Solving
 Definition, concepts
and tools
 Problem Solving
Mentoring
LPI Planning Reminder
Close
Close
Close
*Topic order is subject to change based on availability of instructors.
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Masters Series Leadership Program
Meet with your Manager
Your Manager’s Role
Your manager will collaborate with you to set your developmental improvement goals.
These goals may be structured to strengthen existing leadership performance or to
initiate new leadership performance.
Your manager will also help you choose a project that will impact your work area. It can
be an improvement, a new service or a new product. This assignment will be used to
build the skills taught in the course during and after the program.
Suggested Steps and Helpful Resources
1. Make an appointment with your manager. You will need 45-60 minutes
for this meeting.
2. Prepare for this meeting using the Pre-work Agenda Job Aid: (Page 12)
a. Use the tools available to help you and your manager with this process.
Use the Job Aid as a checklist.
b. Establish two or three developmental improvement goals, using the
Masters Series Skill Development work plan found on page 9 and 10.
c. Identify two or three possible projects within your area to develop, i.e.,
new service, new product, and/or opportunity for improvement.
3. Meet with your manager. Together:
a. Write two or three developmental goals
b. Mutually select one of the opportunities/project ideas
c. Decide on when and how your progress is to be reported to your
manager.
4. Complete the Masters Series Pre-work Report on page 14 and email to
Teresa Gasiciel, tgas@med.umich.edu.
NOTE: If you have any questions about your specific project, please contact Jane Pettit,
Learning and Development Manager (HR) at 734-763-0090 or janep@med.umich.edu.
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Masters Series Leadership Program
Establish developmental goals
The form on the next page may be used as a tool to help you and your manager
come to agreement on the leadership development goals you will strive to
achieve as a result of the Masters Series workshop.

Review the Masters Series Topics: Identify those that will build the skills
you need. It is not necessary that you have an objective for every topic. It is
best to concentrate on the two or three that will allow you to build skills you
need to attain proficiency. Use the Masters Series Workshop Brochure to
determine to what depth the topics will be covered in the workshop.

Set a Goal: Decide if you are going to enhance skills that you already have
or develop new ones.

Evaluate current competency level: Decide your level of ability for each of
the selected topics.
o Expert: one with special, in-depth skill or knowledge of a particular
subject; considered a master
o Practitioner: one who has applied skill or knowledge repeatedly so as to
be considered proficient
o Novice: one who has awareness of and has not or just started to apply
the skill or knowledge; considered a beginner

Write developmental expectations: Write specific behaviors that you would
like to exhibit upon completion of the learning process.

Identify your expected outcome: Identify what you expect to accomplish
within six months following the workshop. At three months and six months,
meet with your manager to review the expectations and assess the progress
toward achieving your goals.
Note: The established expectations and outcomes should be reviewed by you
and your manager after day 5 of the Masters Series program to ensure they are
valid and reasonable given the actual content.
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Masters Series Leadership Program
Masters Series Skill Development Work Plan
Master Series Topics
Choose 2 or 3 to work on
Example:
Change Management
Goal
Current Competency
Level
Enhance Skills or
Develop New Skills
Expert/Practitioner/Novice
Develop new skills
Novice
Developmental Expectations
Expected Outcome
(behavioral statements)
(in six months)
 Enlists others effectively as sponsors
of a change
 Serves as model of the change
behavior that is expected of others
 Utilizes tools to effectively deal with
resistance to change
 Implements a change initiative with
full support from sponsor from start
to finish and minimal resistance from
the target audience
Diversity in Styles –what
they are (i.e., leadership,
thinking, learning) and how
to leverage them
Emotional Intelligence
Change Management
Systems Thinking
Strategic Thinking
Performance Metrics
Critical Decision Making
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Masters Series Leadership Program
Master Series Topics
Choose 2 or 3 to work on
Goal
Enhance Skills or
Develop New Skills
Current Competency
Level
Expert/Practitioner/Novice
Developmental Expectations
Expected Outcome
(behavioral statements)
(in six months)
Lean Thinking and
Constraint Management
Innovation
Strategic Planning
Business Planning
Financial Acumen;
Health Care Finance
Interest-Based
Problem Solving
People Development
We both agree that these are the expectations for performance improvement that have mutually been established. We also agree that
participation in the Masters Series is important to my development and the effectiveness of my department, and, therefore, we both are
committed to keeping interruptions to a minimum for time critical emergencies. (NOTE: This form stays with department.)
Employee Signature
Manager Signature
Date
Date
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Masters Series Leadership Program
Select a Project
When you meet with your manager it will be helpful to bring several suggestions. The following
are criteria to help guide you and your manager. The project should be…
 … aligned with the goals of the UMHS and the department.
 … associated with the work area where you work and/or cross functional across business
units.
 … broad enough that it is not a simple task you can do on your own; it must require you
to consider resource requirements such as funding, people, and/or time commitment to
accomplish.
 … have enough impact that it warrants the resources needed to accomplish it.
 … be an improvement to existing processes, a service and/or a product or a new service
offering or new product.
 … stretch you and enable you to work on the performance objectives agreed to by you
and your manager.
The project assignments are used throughout the program so it is critical that you select one to
which you are committed because you will be devoting a lot of energy and time to it.
Note: The selected opportunity/project should be reviewed by you and your manager after day 5
of the Masters Series program to ensure it is still the best choice and scoped appropriately.
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Masters Series Leadership Program
Masters Series Prework Agenda
The Foundation
Developmental Planning
The Skills
Collaboration & Consensus Building
The Steps
Opening the Meeting Clarify the Purpose
1. State the specific reason for the meeting.
time
2. Review the agenda with your supervisor and
update as appropriate. Agree on outcomes.
3. Share the tools and guidelines and discuss
how they relate to the outcomes.
Facilitating the Meeting
Agree on the desired
outcomes for the
meeting
time
Encourage an open and collaborative discussion by asking
questions and restating what you have heard.
1. Review the Masters Series Brochure with your manager
so that you both are clear on the concepts and skills
taught in the workshop. Consider sending it in advance.
2.
Identify through discussion with your manager developmental areas
as it relates to the concepts and skills covered in the workshop.
3.
Utilize the Work Plan template to establish and document two or
three performance objectives you will accomplish as a result of
the workshop. Make sure these objectives align with department and
organizational goals and objectives.
Work with your manager to identify an opportunity (request for
change) to work on throughout and after the workshop.
• Utilize the project criteria job aid
• Consider a new product or service or an opportunity for
improvement
4.
5.
Contract with your manager for:
• The time commitment required to attend the workshop and work
on the project
• The resources and support required to prepare the presentation
• His/her presence at the presentation
Closing the Meeting Summarize
time
Guidelines:
1. Review the outcomes against the agenda to
ensure you accomplished everything.
2. Schedule a meeting with your supervisor just
after the workshop to talk about the Master
Series, what you learned in relation to your
performance objectives, and your project.
Be honest with yourself
and your supervisor
regarding developmental
opportunities
Attentively listen
Stay positive
Watch the time—cover
all agenda items
Pick an opportunity that
will enhance or improve
your work area and
possibly those of others
Contract with each other
so you and the
department gets the
most benefit from the
workshop
Other Notes:
Performance goals will
be evaluated 3 months
and 6 months after the
end of the workshop
Approval to proceed with
the change request
comes one month after
the workshop ends
3. Thank your supervisor for his/her time.
4. Complete the Masters Series Prework Report
by filing in your performance objectives and
opportunity information. Send the completed
report to the Office of Organizational
Effectiveness.
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Masters Series Leadership Program
Schedule a Review Meeting to Occur After Day 5
Schedule a meeting with your manager to occur within a week after Day 5 of the program to
validate the objectives and the project you agreed upon prior to the start of the program.
Consider the items in the checklist below during your review meeting.
Developmental Goals
 Does each topic goal still apply or should one or all of them be changed?
 Is the current competency level accurate for each topic selected?
 Are the developmental expectations per topic reasonable given the content of the program?
 Are the expected outcomes per topic reasonable given the content of the program?
 Does your learning support each objective?
 Given what you learned about each topic, can you reach the objectives in a six-month
timeframe?
 Given what you learned in the program, would you like to focus on different
topics/competencies?
Project
 Does your in-workshop analysis prove that this project is a simple task that you can resolve
on your own?
 Does your in-workshop analysis indicate that the scope of the project is too large and the
project needs to be divided into smaller, more reasonable chunks?
Should you and your manager decide to change one or all of your objectives, or make a change
to your project, you will need to update the Masters Series Pre-work Report on page 14 and
email the revised report to Teresa Gasiciel, at tgas@med.umich.edu (HSHR Office of
Organizational Effectiveness).
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Masters Series Leadership Program
Masters Series Pre-work Report
Use this form to document the outcomes of the meeting with your manager. It will be used by the workshop facilitator to prepare
for the workshop.
Name:
Email Address:
Department:
Title:
Supv. Name:
Email Address:
List the developmental goals/performance objectives agreed to by you and your manager:
1.
2.
3.
Provide information regarding your project:
Description:
Type:
 Improvement
 New Service
 New Product
Perceived Benefit:
Why Suggested:
______________________________________________________________________________________
Please email completed report (by March 21st) to Teresa Gasiciel, at tgas@med.umich.edu, or fax to: 647-0696. Update
and resend this form if objectives or project changes after review. Questions? Please contact Jane Pettit, at 763-0090.
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