North Dakota Action Coalition Leadership Workgroup CNO/Nurse Executive Meeting Two Notes January 23, 2013 1. Introductions- please introduce yourself and take a few moments to talk about your leadership training experience Chastity Dolbec, Cheryl Kalbeer, Barbara Brown, Lisa Holtzclaw, Jan Kamphus, Margret Reed, Patricia Moulton, 2. Review of outcome of first meeting by Workgroup chair. Barbara reviewed the results of the first meeting; At the first meeting- Barbara and Julie had discussed the possibility of the group developing a program for CNO residency. Barbara noted that from research and past experience she had identified a large gap in this area. Patricia had some ideas about funding which was pursued. Barbara also looked for other programs, but could not find much, except university courses, but noted they don’t bring in real-life experience. o The individuals chosen spend time with CNOs willing to participate in program that would mentor the residents. They will serve a period of time with CNO and go back to their respective organizations- How individuals chosen, qualities or traits necessary would need to be determined o More individuals would need to be involved, information would be submitted to all CNOs around the state and all hospital systems represented within the group- We need to discuss what the program might look like and how we would fashion the program and select individuals 3. Report on resources found or investigated by members since last meeting- group members Harold Schaefer Leadership Program at University of Mary (undergrad level only) is structured with students entering by GPA, and those who demonstrated an interest in leadership. As freshmen they are met with and set individual goals.The skills are based on a set of outcomes that are chosen by advisory group from all different facets across the state inclusive with skills and competencies they felt they see in their organizations. There are nine outcomes and students go through a seven semester course. All are taught experientially. Students are out in the community and at wellness events. Master level students are not associated with Emerging Leaders Academy Lisa stated that she is aware of a CNO apprenticeship program through HCA (Hospital Corporation of America) that is offered to over 200 hospitals and has access to applications, process information, and verbal interview information. Course begins by pairing students with a CNO, and the program lasts 1-2 years due to the different levels and due to the fact that some compete sooner than others. However, course work is involved and there are working groups three times a year. The training is similar to that of a Master’s Program. Working hands-on with CNOs has proven to be a very successful program. Lisa will find some information on this program. o Any direction will be great o Having one mentor is best, but having a secondary mentor would also give a secondary experience (meet a couple of times) o Switching mentors may prove to be disruptive. o Agreed, it does take time to build that relationship and trust. o It may also be helpful to submit a survey to CNOs and CEOs of hospitals for the strengths and characteristics they are looking for of their future senior leaders in the nursing role. The CEO and CNO have similar roles, but the CEO does have different expectations of the CNO. We do want their support since we will be providing a fair amount of time mentoring. There are various sites on the website for leadership development, Colorado was an example developed by the CO Center for Nursing. Nurse Leader Fellowship is another option or format to consider. It would be valuable to get input from those that attended. We will see if they are willing to share. Jan will look at content from the Wharton Nurse Fellowship program. Patricia will look into the Colorado programs. 4. Brief review of Leadership Challenge Exemplary Practices of Leadership- which one(s) would this group like to focus on in developing your plan? Also review the Leadership Matrix that was developed last summer that has examples for each group under each exemplary practice- Cheryl and Patricia Model the Way Clarify values by finding your voice and affirming shared ideals. Set the example by aligning actions with shared values. Inspire a Shared Vision Envision the future by imaging exciting and ennobling possibilities. Enlist others in a common vision by appealing to shared aspirations. Challenge the Process Search for opportunities by seizing the initiative and by looking outward for innovative ways to improve. Experiment and take risks by constantly generating small wins and learning form experience. Enable Others to Act Foster collaboration by building trust and facilitating relationships. Strengthen others by increasing self-determination and developing competence. Encourage the Heart Recognize contributions by showing appreciation for individual excellence. Celebrate the values and victories by creating a spirit of community. Group Discussion: The residency program would fall under all of the elements; however, Model the Way is the best fit. We will do due diligence and review the model before the next meeting in February (information will be forwarded) as we do this, we will identify what is best for our state (outcome). Ours might be most closely aligned with HCA as the mentorship role is important. We need to develop the skill sets (discussed an article by the ANA) that could be a foundation for what we are developing. Another action step is a survey for CEOs and CNOs to identify the skill set. It is important to get everyone on the same bus. The mentors need guidance as to specific questions, etc. Helpful to have a set of guidelines for the CNO mentors. Perhaps a train the trainer A notebook with goals for the mentor to assist with objectives individual specific to the hospital (setting). The process could be different, but same format. A set of core competencies. Patricia and Barbara from this group will be attending the national Future of Nursing Summit conference at the end of February. There would be more information at the national conference in Feb. We will postpone until after the conference (March) as we will obtain more info. Has anyone had or been an Executive coach? Yes, one member has an executive coaching notebook and will review it. How will we get input from CEOs and CNO before we determine outcomes? Could we do a survey monkey to ask questions and have a small group talk with their CNOs and bring the information to the March meeting. The survey will be open-ended. A conversation with the CEOs would also assist with developing a skill set. We should also ask for thoughts from the Chief Medical Officers as well. Can we do a working group session before the meeting in Jamestown? In March we would do initial discussions and present the models to give time to digest the various models. Once the April date is set, we can identify who can attend a working meeting the evening before (5-9?) over dinner. At the April conference we will put together concepts from other models or programs into one plan. Barbara also forwarded a Healthcare Leadership White Paper for the group. 5. Start developing draft action plan that will be presented to full North Dakota Action Coalition at April meeting. See Action Planning grid. Patricia will fill in the grid during the meeting. Goal 1: Develop a CNO Residency Program. Leadership Challenge Exemplary Practice: All Leadership Challenge Exemplary Practices Strategy Action Steps Timeline Outcomes Develop infrastructure for residency program. Each member will have a conversation with their CEO/CMO to determine what their expectations are from them for future CNO leaders that come out of our program in ND. Each member would then send the information to Patricia who would compile it and send to group. February List of skills or expectations for future CNOs. Share information about the different models that everyone brings to the table. Potentially include a train-the-trainer aspect to train the mentors. Potential Models: Colorado-Patricia Wharton- Jan HCA- Lisa Executive Coaching Info Early March Learn about different models. To identify the best model that is best for our rural state. To determine skills (competencies) and outcome goals. Key Organizations /People Workgroup Workgroup Other Programs- workgroup Select a model and then have a subgroup develop a proposal for the April meeting. Draft potential skills (competencies) and outcome goals to provide consistency to the program April (Once the date is set- see if those that are available would have a couple of hours the night before) Develop program. 6. Set another meeting for February or March if group has not completed action planning grid or needs more time. Will schedule a teleconference for March with an evening meeting the night prior to the April Meeting 7. Discuss plans for April Meeting- will be in-person and in Jamestown. Location is TBD. Meeting doodle will be sent out to schedule. 8. Discuss plans for Leadership Summit- will be October 4, 2013 in Fargo, Location TBD. There will be a keynote and break-out sessions for each of the six areas. They will be repeated twice- so you can attend more than one.