Becoming a Successful Leader Module Overview Purpose • To explore the roles, characteristics and competencies that our institution expects of leaders working within our complex and unique academic health system environment Learning Objectives Through lecture, discussion and activities, participants will be able to: • Discuss characteristics that define effective leadership in the University of Michigan Health System (UMHS) • Identify and assess core competencies needed to be an effective leader Agenda I. II. III. IV. V. VI. VII. VIII. IX. Welcome Getting Connected Orientation to the Health System Characteristics of an Effective Leader Leadership Competency Model Self-Assessment Development Planning Values Activity Reflection Getting Connected Participants will introduce themselves by sharing the artwork they completed as prework of their greatest challenge. Revised April, 2015 Property of University of Michigan Health System Human Resources 1 Becoming a Successful Leader Panel Discussion Purpose: To allow participants in this program to hear how experienced leaders have developed their own leadership style Agenda: After a round of self-introductions, the panelists will have the opportunity to answer these four questions in turn: Describe your leadership style and the qualities that help you engage others. What are the first three words that come to your mind that describe our organization's culture? How has our culture shaped your leadership journey? What are some of the leadership challenges that you’ve encountered and how have you handled them? What are one or two recommendations you can suggest that will help others continue learning to be better leaders? Limit: 2 1 Hour Property of University of Michigan Health System Human Resources Revised April, 2015 Becoming a Successful Leader Orientation to Working in an Academic Medical Center Organizational Chart University President Mark S. Schlissel, M.D. Ph.D. Executive Vice President of Medical Affairs (EVPMA) Marschall S. Runge, M.D. Ph.D. University of Michigan Health System (UMHS) Hospitals and Health Centers (HHC) Tony Denton, CEO (Interim) Revised April, 2015 Medical School School of Nursing James Woolliscroft, M.D. Dean Kathleen Potempa, DNSc, RN, FAAN Dean Michigan Health Corporation Property of University of Michigan Health System Human Resources 3 Becoming a Successful Leader Mission The Synergistic combination of our patient care, education and research efforts is our strategic advantage 4 Property of University of Michigan Health System Human Resources Revised April, 2015 Becoming a Successful Leader UMHS Vision The University of Michigan Health System will create the future of health care through discovery and become the national leader in health care, health care reform, biomedical innovation and education. Medical School Mission The mission of the University of Michigan Medical School is to educate students, physicians, and biomedical scholars and to provide a spectrum of comprehensive knowledge, research, patient care and service of the highest quality to the people of the State of Michigan and beyond. Medical School Core Principles - We are one organization - We improve the future for our patients, students and trainees - We develop people to their highest potential - We enhance knowledge by investing and accelerating discovery through research - We grow profitably in support of our missions Revised April, 2015 Property of University of Michigan Health System Human Resources 5 Becoming a Successful Leader Strategic Direction Guiding Principles Successful organizations make strategic decisions based on goals, market forces and industry trends At different points in time, UMHS prioritized where to invest more in specific programs We have finite resources (people, time and money) and must make choices Through strategic planning, we prioritize investment in programs where extra help can fill the gap between where we are and where we want to be Every UMHS faculty and staff member plays a role in executing the strategies – even if not explicitly named Everyone who works or trains at UMHS plays a role in creating our future and achieving these strategies: Create the ideal patient care experience Attain market leadership in key areas Generate margin for Health System investment Translate knowledge into practices and policies that improve health and access to care Engage in groundbreaking discovery and innovative collaboration Cultivate an interdisciplinary, continuous learning environment Promote diversity and cultural competency among faculty, staff and students Goals Summary Attain programmatic market leadership Advance our role as an innovator in care delivery Generate margin for Health System investment Be the premier training site for trainees at all levels Establish a national model of a learning organization Cultivate a diverse, interdisciplinary learning community Be a global leader in groundbreaking discovery and innovative collaboration Leverage basic science expertise to advance translational and clinical discoveries Influence health care practice, policy and equity For more information on our strategic direction, visit www.med.umich.edu/u/strategic 6 Property of University of Michigan Health System Human Resources Revised April, 2015 Becoming a Successful Leader University of Michigan Health System Total number of Health System employees: 26,000* *Appointed Full-time Equivalent Positions (FTE). Includes Hospitals and Health Centers, Medical School and its Faculty Group Practice. Not including Students/Fellows or Volunteers. Total Square Footage: 10,908,042 Gross Square Feet UM Hospitals and Health Centers · · · · · · · · · Three hospitals: - University Hospital (adult) - C.S. Mott Children’s Hospital - Von Voigtlander Women’s Hospital Five Specialty Centers: Cancer Center, Comprehensive Diabetes Center, Depression Center, Geriatrics Center, W.K. Kellogg Eye Center 40 U-M Health Centers 120+ Outpatient locations and offices throughout Michigan and Northern Ohio 45,400 Hospital stays Over 1.97 million outpatient clinic visits (all sites excluding ER) Annual operating budget of over $2.5 billion Total licensed beds: 993 (staffed) 1,330+ Survival Flight Missions UM Medical School · · 25 academic departments (clinical and basic science) 2014 Enrollment: - Student Enrollment = 726 - Graduate Students = 552 - Post Doctoral Fellows = 606 - Total = 1,884 Research Indicators · Total Sponsored Research Expenditures: $470 million U.S. News and World Report Rankings (2014) · · · Achieved a top-tier national rank in 8 adult specialties and 10 children’s specialties Achieved high performance in 7 other adult specialties, meaning our quality is in the top 25% nationwide Ranked the best hospital in Michigan for 7 adult specialties Revised April, 2015 Property of University of Michigan Health System Human Resources 7 Becoming a Successful Leader Longest List Relay Purpose: To allow participants to create a list of effective leadership qualities Agenda: Participants will participate in a 3 minute relay and a debriefing session: This is a friendly competitive event. Groups will compete for the longest list as they create lists on the topic(s) provided. Instructions: 1. Organize participants into groups of two to six. 2. Explain that they will have a short competition to stimulate thinking. 3. Set flip charts up around the room, station each group equal distance from the flip chart. (One flip chart for each group). Provide each team with one marker. 4. You will have 3 minutes to generate the longest list. 5. When the facilitator says begin, one by one you will need to move as quickly as possible to the flip chart and write an effective characteristic of a leader. The team with the longest list will win the competition. 6. Only one person can be up at the flip chart at a time. 7. The next person can’t begin moving to the flip chart until the marker is in their hand. 8. You will have 1 minute to come up with a strategy. 9. At the end of three minutes, count the number of items under each topic. 10. The group that generated the longest list will be asked to read each item on their list. The other participants will listen for duplication. Rules: 1. 2. 3. 4. 5. 6. Limit: 8 Only one person at the flip chart at one time. Next person may only move toward the flip chart once they have the marker in hand. A person may assign a proxy to go to the flip chart for them. Only 1 response can be listed per visit. The same person is unable to make consecutive trips in a row. You may not use technology to assist you. 10 minutes Property of University of Michigan Health System Human Resources Revised April, 2015 Becoming a Successful Leader Notes: Revised April, 2015 Property of University of Michigan Health System Human Resources 9 Becoming a Successful Leader Leadership Derailers Too Concrete Impulsive Micro Manager Volatile Imperceptive Self-Promoting Approval-Dependent Arrogant Risk-Adverse Deceitful Defensive Source: DDI Leadership Forecast Benchmarking Study 10 Property of University of Michigan Health System Human Resources Revised April, 2015 Becoming a Successful Leader Leadership Competency Model MISSION MISSION MISSION • Creates Value for Those We • Serve Creates CreatesValue Valuefor forThose the We Serve Diverse Communities We • Visions and Innovates • Visions and Serve • Leads Change Innovates • Leads Change Creates a Shared Vision Leads Innovation & Change EXECUTION SELF EXECUTION SELF • Achieves Result Adapts • • Solves Achieves Result • Adapts Problems • • Acts with Courage & • Aligns Solves Problems • Acts Culture • Confidence with Courage & • Aligns Culture Confidence • Communicates • Communicates Revised April, 2015 PEOPLE • PEOPLE Fosters & Promotes • Diverse Fosters & Promotes Teams Diverse Teams • Collaborates & Builds • Inclusive Collaborates & Builds Relationships Inclusive Relationships • Coaches & Develops • Others Coaches & Develops Others • VALUES EXECUTION • EXECUTION Achieves Results VALUES Achieves Results • • Solves Problems Solves Problems • • Aligns Culture • Aligns Culture Property of University of Michigan Health System Human Resources 11 Becoming a Successful Leader What is a competency? A characteristic and measurable pattern of knowledge, skill and ability, demonstrated through behaviors which underlies and drives superior performance. • • A competency model is a set of competencies for a specific occupation, title series or level in the organization that, if possessed by incumbents, is likely to produce desired results. The model is often developed by studying what top performers do in the defined job context. This may be gathered in a variety of ways, including questionnaires, focus groups, and interviews. Why begin with a competency model? • A competency model is the foundation for our discussions, planning, decision making re: – What does it take to be a leader now and in the future? – Who do we want as leaders and how do we select them? – How can we help our leaders be more successful? • It provides clarity for individuals functioning in or aspiring to leadership roles as well as for those making decisions about leaders. • It aligns leadership with our strategies and goals. Why focus on leadership? • Leaders have a critical role for achieving results, driving change • Leaders link the organization’s strategies and goals to their own Primary Goal of Leadership Competency Model To create a leadership competency model which • will be applicable across all the components of our mission, • will resonate with all administrative and faculty leadership groups within UMHS, and • 12 is aligned with the UMHS Strategic Goals. Property of University of Michigan Health System Human Resources Revised April, 2015 Becoming a Successful Leader Key Elements for Success Driven by Business Strategy - As with capital, equipment, and financial resources an organization’s Leadership Talent is an integral consideration in the strategic planning process. Core Values and Beliefs - How an organization promotes, recognizes and develops its people is an expression of its core values and beliefs. A company’s Talent Management program must be consistent with the core values and beliefs. Future Focus - Talent Management requires an accurate assessment of not only today’s needs but the needs of the organization 3 to 5 years out, so the leadership team of tomorrow is positioned for success in the future environment. Flexible and Sustainable - Talent management processes are systems-independent, flexible, user friendly. Visible and Transparent - Open talent management processes are critical to attracting and retaining top talent. An open system also encourages shared accountability and involvement throughout the process. Experienced Based Development - A vital component to any Talent Management plan is the use of on-the-job experiences and stretch assignments that challenge high potential candidates. Shared Accountability - Managers and employees are jointly responsible for assessing competency gaps, identifying development opportunities, and planning for future moves that meet both the needs of the organization and the individual. Diversity - A robust talent management plan is one that identifies and leverages talent from not only across the business, but looks to attract the best from outside the company as well. The Results of Effective Leadership We Believe That... ...Developing exceptional leaders will positively impact: — Employee satisfaction — Employee retention — Service quality and effectiveness — Customer satisfaction and loyalty — Financial success Source: UHC Workplace of Choice Benchmarking Project, 2003 Leaders Make a Difference Employees with effective leaders are more satisfied, engaged and loyal. Employees with effective leaders outperformed employees with weaker leaders. Source: DDI Leadership Forecast Benchmarking Study Revised April, 2015 Property of University of Michigan Health System Human Resources 13 Becoming a Successful Leader Leadership Competency Model Self-Assessment 1. Please click on the link: Leadership Competency Model Self-Assessment to complete the self-assessment. 2. Once you’ve completed the assessment, in the notes section enter one strength and one development need (gap) and the reason you selected those competencies. 3. Email a copy of the assessment to yourself before you close out of the survey. (emailing instructions are on the table) Notes: 14 Creates Value for the Diverse Communities We Serve Creates a Shared Vision Leads Innovation and Change Fosters and Promotes Diverse Teams Collaborates and Builds Inclusive Relationships Coaches and Develops Others Achieves Results Solves Problems Aligns Culture Adapts Acts with Courage and Confidence Communicates Property of University of Michigan Health System Human Resources Revised April, 2015 Becoming a Successful Leader Leadership Development Planning Leadership Development Plan Sample Think about your strengths and development needs, which areas would be most beneficial for you to develop even further within the next year. Discuss them with your manager to ensure you receive the appropriate training, resources, and opportunities to develop in these areas. Also consider how you will measure the change in behavior. Revised April, 2015 Property of University of Michigan Health System Human Resources 15 Becoming a Successful Leader Learning Acquisition Methods Formal Learning – 10% 10% of development occurs through formal training like classes, eLearning, or books. 16 Training sessions Seminars or industry related conferences Formal education – University degrees/ certifications Benchmarking w/other companies Reading a book/professional journal/article Podcasts/Vodcasts Learn from social networking Development Guides/Toolkits Property of University of Michigan Health System Human Resources Revised April, 2015 Becoming a Successful Leader Learning from Others – 20% 20% of development occurs through feedback and from observing and working with mentors, coaches, and leaders. Coaching from mentor, peer, or leader Observe a positive model Interview a Subject Matter Expert Skill practice/receive feedback Role play a situation/interaction or approach with mentor, peer, or leader Share challenges/past experiences Conduct and debrief presentation Join others’ meetings (observe) Conduct a group case study Network Learning from Experience – 70% 70% of development occurs through on-the-job experiences, tasks and problem solving. Short-term work assignment Internal presentation Teach a new tool Prepare proposals Play a role in senior mgt. session Revised April, 2015 Lead a task force Manage a new process rollout Train others Volunteer/Non-profit experience Be a mentor Property of University of Michigan Health System Human Resources 17 Becoming a Successful Leader Personal Core Values Purpose: To identify the Values which shape your Leadership Style Agenda: We will be using the decks of cards provided as a device to identify those values that are most important to you as a leader. FOLLOW INSTRUCTIONS FROM THE FACILITATOR Debrief Limit: 18 15 minutes Property of University of Michigan Health System Human Resources Revised April, 2015 Becoming a Successful Leader Reflections & Action Planning Leadership Panel: What inspired me about what I heard from the leadership panel regarding UMHS culture and overcoming obstacles? Leadership Competency Model: Based on what I just learned, what leadership competencies do I use fairly well? Which ones do I want to demonstrate more consistently or more effectively? What Actions do I want to take as a result of this session? Revised April, 2015 Property of University of Michigan Health System Human Resources 19