Insights on Management Development A Path to Becoming A More Effective Manager and Leader ACLAM Forum May 6, 2014 Donna Matthews Jarrell, DVM, DACLAM Director, Center for Comparative Medicine Massachusetts General Hospital Boston, MA Presentation Outline • Enlighten: Identifying your “burning platform” • Educate: Where to seek the tools you need to develop • Entertain: A new day is possible - Examples Another Option MGH Animal Program • Hospital founded in 1811 • Mission includes Clinical Care, Teaching and Research • Biomedical research program (Harvard Medical School Affiliated) – Total annual research budget = $680M – 80,000 sq ft of animal facilities in 9 different locations – AAALAC Accreditation since 1993 – 1000 active animal protocols; >350 PIs & 2000+ animal users Center for Comparative Medicine – Approximately 140 FTEs – 7 managed facilities in 3 distinct locations • Charlestown Navy Yard • Boston – Beacon Hill Area • Cambridge – Supports Variety of Species • • • • • • • Rodents Aquatics Amphibians Rabbits Pigs Sheep Non-human Primate My Initial Challenges - 2002 • Dissatisfied and/or Complaining Customers • Workforce “Silos” & Differing Performance • Staff Performance Failure > Poor Service & Regulatory Non-compliance • Managers Try to Fix Problems With Varied Success • Partnering Departments Just Don’t Understand Regulatory Compliance 60 50 40 30 20 10 0 Spring Spring Spring Spring Spring Spring Spring 07 08 09 10 11 12 13 Total # Majors Total # Minors Revenue Sources $ from research services $1.40 Rodent Per Diems $1.20 Per diems over 11 years $1.00 $0.80 $0.60 $0.40 $0.20 $0.00 FY03* FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 (*FY03=average of 3 prices) CCM Financial Performance $ Millions Revenues Direct Expenses Operating Margin Subsidy FY03 FY05 FY07 FY09 FY12 FY14 (F) Fellow Lean Thinkers: “Are we delivering faster and with greater predictability?” My Management Journey (1989 - Now) 1989 1992 1994 Government 1st Unit Chief Position 1st Section Chief Position Department-level Support Position Private Industry 1998 2000 1st Senior-level Position Growing Industry Academia 2002 Formal Management Development Opportunity My Management Journey Was I really ready? “What Leaders Really Do” by John P. Kotter Leadership Insights; HBR “ Individuals who are effective in large leadership roles often share a number of career experiences…most typical and most important is significant challenge early in a career…during their twenties and thirties to actually try to lead, to take a risk, and to learn from both triumphs and failures….These opportunities also teach people something about both the difficulty of leadership and its potential for producing change.” Today’s Workplace Myth Myth: Managers are reflective, systematic planners Truth: Managers are overburden with obligations yet cannot easily delegate their tasks. As a result, they are driven to overwork and forced to do many task superficially. Brevity, fragmentation, and verbal communication characterize their work. Today’s Workplace Solution • Slow Down • Become reflective • Develop peer relationships/Share your problems • Empower subordinates • Resolve conflicts/Make decisions when ambiguity exist Leadership - Enlightenment Servant Leadership “Be Humble” – Reverses traditional roles of Leadership – Customers and Worker at the top, Leadership at the bottom – The role of Leadership is to aspire for the success of all people – “How can I serve you to succeed?” “Servant Leadership” by Robert K Greenleaf Education: Initial Self-Development (1990s) Education: Formal Business Training • Corporate Training – 1-2 day seminars • MBA – – – Company-supported on on your own 2 -4 years Degree Granted • Executive Education – – – Requires Company Sponsorship 1-12 weeks Residency at Business School Certificate Granted Education: Company - Sponsored Training • Primarily to Introduce you to Company’s Culture • Sets Key Management Expectations • Introduce you to the management systems you will be using Do NOT generally expose you to what other companies do Management Mentor –World’s Most Admired Companies 1 Apple 2 Google 3 Berkshire Hathaway 4 Johnson & Johnson 5 Amazon.com 6 Procter & Gamble 7 Toyota Motor 7 Goldman Sachs 9 Wal-Mart 10 Coca-cola –http://money.cnn.com/magazines/fortune/mostadmired/2010/index.html Education: 2002 Finance & Accounting for the NonFinancial Managers 2-day seminar – University Corporate Extension Program Goal: aid in developing the ability to understand accounting problems and evaluate the impact of solutions on financial perspective 1st Executive Education Experience • 2004: Building A Competitive Advantage through Operations HBS Executive Education • – – 1 Week Course In Residency Education: My Experience (cont) • 2006: The General Manager Program 17 • HBS Executive Education – – 12 Week Course 7 weeks In Residency Education: My Experience (cont) • 2006: The General Manager Program 17 Celebrated Our Success Lessons On Leadership • The worst mistake a leader can make is to compete on the same dimensions as the competition (just trying to be #1). Use a strategy that is unique and distinct integrating the value proposition and the value chain. (Porter) • “Life is short so go do something cool”. Leadership should have impact beyond business/work. (Kotter) • Strong leadership has both ++ leadership capabilities and ++ management capabilities. Understand where you are and create a team that complements you. (Mary Kay & George) • Leaders know that for acceptance, their vision has to be relevant to each individual in their organization. (Corey Robinson) • Leaders understand their ecosystems and don’t underestimate the importance of relationships. (Li & Fung, Ebay) • Utilize control for empowerment; be comfortable empowering more vs. less. (ATH Technologies) Great Quotes (inside HBS) • “Be Tough-minded but not cold-hearted” (?) • “Life is short – Do something cool” (Kotter) • “Be unique and distinct” (Porter) • “Strike Boldly When You Believe in Something” (Kotter) • “The Soft Stuff Does Matter” (Rob Parson @ Morgan Stanley – Hill) & “The Soft “Ss” give you the competitive advantage” (Leadership – Hill) CCM Next Steps • Clear Communication & Common Definitions of Mission, Values, Goals, Objectives – Visionary (“Broad Strokes”) – Consistency • Metrics, Metrics, Metrics – ABC-like Cost Accounting; Vendor Relations/Partnership Building – Quality Metrics in Operations – Customer Satisfaction • Innovation – Animal Welfare – New Models – Operations Efficiency 90 Days Later Vision of the Future Long-Term Picture Maximize Efficient Control Cost Massachusetts General Hospital Center for Comparative Medicine Ensure Safety Enhance Quality FY 2010-2012 STRATEGIC PLAN [CONFIDENTIAL] Go Green Our True North revised 2010 CCM Mission – Provide reliable, affordable, and responsive laboratory animal care and research services in pursuit of scientific knowledge and medical breakthroughs – Avoid or minimize pain and distress in animals under our care – Maintain a fulfilling, respectful, and safe workplace CCM Vision – To remain an industry leader through continuous improvement and share our innovations with others CCM Strategy -Our mission and vision will be pursued in a relentless, programmatic manner by all levels of the department to improve quality and eliminate waste. CCM Balanced Scorecard Measuring Success Financial Perspective • Achieve budgeted operating margin of -$XXX, XXX Customer Perspective • Reduce level of dissatisfaction (= “Occasionally” + “Often” + “Always”) to < XX% for animal pen/cage conditions and management (2008 Survey Results-Categories B & C) as determined by follow-up survey to be completed in Q4. Operational Perspective • Decrease total CCM citations to < 5 major and < 15 minor findings averaged over both semiannual inspection cycles. • Improve overall operability (function and acceptable quality) of sanitation equipment to 97%. Innovation & Learning Perspective • All RAS hired or promoted < XX/XX/XX complete approved training and competency in basic technical knowledge and skills for their facility’s species. • Determine dissatisfaction level, via survey, of at least 80% of CCM staff by end of Q3. Make Progress Visible Lean Management Model (Launched in 2005) • PHILOSOPHY: Long-Term Picture • Relentless reflection & continuous improvement • PEOPLE & PARTNERS: Team Empowerment; Expand partnerships • PROCESS: Standardizationa & Eliminate Waste • PROBLEM-SOLVING: PDCA • Problem Identification through analysis • Problem Solving by consensus, considering multiple options • Document Plan (A3 Process) with measurable goals Voice of the Customer • Customer-Focused Culture; “How can I help you?” 36% Always 23% 17% 13% Often Research Support Services Veterinary Care Cage/Pen Management 6% Cage/Pen Special Husbandry – Agenda includes updates on Continuous Improvement initiatives – “Open Mike” for what else needs improvement from customer’s perspective 45% Husbandry/Care • Monthly User Group meetings 50% 45% 40% 35% 30% 25% 20% 15% 10% 5% 0% Cage/Pen Conditions • Customer Dissatisfaction Surveys 2008, 2009, 2014 (planned) 4. Please rate the frequency and quality of CARE(HUSBANDRY) of your animals based on the following statement below. I am DISSATISFIED with the level and quality of: Occasionally Inclusive Partnering –“We empower this team to follow the process of Kaizen and support the decisions that are made by the team” – - Steve Niemi & Donna Jarrell Problem Statement: The current process for research staff to acquire access to CCM facilities takes too long, involves shared responsibility between several MGH departments and is not transparent to the customer, particularly expected timelines. Objective: • • • Decrease lead time from Orientation to Facility Access by 50%; Decrease # times/place information is processed (consolidation) Develop stepwise process (with deadlines) to assure clear steps that are transparent to the customer • • • • • • • • Sanon Lezeau: Thier RAS Lead Donna Cooper: Health Affairs Coordinator Sheena Campbell: Edwards 6 Team Michelle Lombardi: Administrative Services Julia Becerra (FM): Team Captain Robin Minkel – IACUC Representative John Hughes: Police & Security John Rizzo– Lean Boosting Consultant Celebrate Success Achievement & Recognition = Great Motivators Education: My Management Library Today www.virtualvivarium.com Vivarium Operational Excellence Network –Mission: –“The Vivarium Operational –Excellence Network’s mission is to –promote and exchange innovative –methods and knowledge for –managing laboratory animal •Best Practices Sharing •Peer-to-peer Mentoring •Training Opportunities –programs around the world” •Excellence Recognition •Site Visits –Founded Program Affiliations: •www.voenetwork.com •More information: ccmlean@partners.org