managing change: when a hammer won’t fix everything it’s tool time ! judy a. cordeniz, mha,...

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Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical Center, Ontario, OR October, 2007

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Page 1: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Managing Change: When a hammer won’t fix everything

IT’S TOOL TIME !

Judy A. Cordeniz, MHA, FACHEVice President Strategic Planning

Holy Rosary Medical Center, Ontario, OR

October, 2007

Page 2: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Presentation Overview

The elements affecting healthcare that are prompting a rapid change approach

Setting up for successful change

Skills Inventory

Routine maintenance of change

Page 3: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Elements effecting change (or there used to be space for an engine to

breathe under the hood!)

Complexity, technology, plus regulatory, consumer and competitive demands are giving cause to many a scraped knuckle

Expectations Requirement of CONSTANT high performance and efficient productivity crowd out the chrome

The quarter mile is no longer a straight line

Page 4: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Elements effecting change (AND keys used to be required to start an

engine!)

Changing work force Silent (1925-42) 63 million

Ready- Ready- Ready-Aim-Fire Baby Boomers (1943-61) 77 million

Ready-Aim-Fire Gen X (1962-81) 44 million

Ready-Fire-Aim [Learn, Experiment,Adapt] Gen Y (1982-98) 70 million

Fire-Fire-Fire-Aim-Fire [x-Box]

Page 5: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Elements effecting change

Generational differences Communication styles Work styles Attitudes about work/life balance Comfort w/ technology Views re: loyalty and authority Acceptance of change

Page 6: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Elements effecting change(never did like those stock mufflers!)

Silent BB Gen X Gen Y

Outlook Practical Optimistic Skeptical Cautious

Work Ethic Dedicated Driven Fee Agent ?

Authority Respectful Challenge Unimpressed ?

Leadership

Relationships

Hierarchy

Self sacrifice

Pay your dues

Personal Gratification

Competence

Reluctance to committee

?

Inclusive

Page 7: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Elements effecting change

FOR SALEOr Lease

Or Joint Venture

Or Merge

Or Outsource

Or Buyout……

$$

$

$

$$

Page 8: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Setting up for successful change

What’s in YOUR garage! Who are the change agents in your organization? Officially &

Unofficially

Are their skills current or do they need a tune up?

Do the efforts around the changes being made tie into the overall objectives of the strategic plan?

Page 9: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Setting up for successful change

What’s in YOUR tool box? Top Drawer

When to use the tried and true – (screwdrivers & pliers)

Flow Charting

Page 10: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Cause & Effect (Fishbone)

EffectEffect

MaterialMaterialPeoplePeople

MachinesMachines MeasurementMeasurement

Type of MaterialType of Material

AttributeAttribute

When problem solving: To understand what When problem solving: To understand what may be causing the results you don’t want – may be causing the results you don’t want – the root causes.the root causes.

Page 11: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

SWOT & Brainstorming

Strengths Weaknesses

Opportunities Threats

Easy Doable Stretch

Page 12: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Tool Box Inventory

  Plumb lines, stud finders & other gizmos:

When to bring out the laser tape measure

Charts, bars and data points

1 1.031.09

1.44

0.88 0.880.77

0.970.85

0.68 0.68

0.86

0

0.2

0.4

0.6

0.8

1

1.2

1.4

1.6

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Median 0.93

Infe

cti

on

Ra

te

Nosocomial Infection Rate

Page 13: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Tool Box Inventory

When you need more than just the owner’s manual!

A-M-C and PDSA

Accelerated Processes Work Out Lean Six Sigma

Page 14: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Formula for results

Q x A2 = E

Effective results (E) are equal to the Quality (Q) of the solution times the Acceptance (A) of the idea and Accountability (A) of the implementation.

Page 15: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Accelerated Change Processes

High level focus w/ a Champion (sparkplug)

Gets everyone on the same page

Focuses on the “A” (Acceptance) in QxA2=E

Stimulates dialogue w/ simple tools & defines actions

Makes the change stick

Page 16: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

What are you trying to accomplish?

How will you know if you are successful?

What are the changes you think will result in improvement ?

P

D

S

A

Aim

Change

Measure

Aim-Measure Change Model

Page 17: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

The process ___________ is important to work on now The process ___________ is important to work on now because ________________________________________because ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________Measure/s: ______________________________________Measure/s: ______________________________________Goal: __________________________________________Goal: __________________________________________Guidelines, boundaries or constraints: Guidelines, boundaries or constraints: ______________________________________________________________________________________________Process inputs:___________________________________Process inputs:___________________________________Process outputs:__________________________________Process outputs:__________________________________Stakeholders: ____________________________________Stakeholders: ____________________________________

Aim for Process Improvement

Page 18: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

How will we know the change is an improvement?

•Develop measures:

•Outcome Measures

•Process Measures

•Measures provide

•Direction

•Learning

•Evaluation

•Balance

Aim:Aim: Decrease the rate of Decrease the rate of harmful falls on the 3harmful falls on the 3rdrd floor floor

Outcome measures:Outcome measures: Decrease Decrease falls by 50% from 6.3 to 3.15.falls by 50% from 6.3 to 3.15. or increase intervals between or increase intervals between falls.falls. Process measure:Process measure: Falls risk Falls risk assessment done at time of assessment done at time of admissionadmission

Page 19: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

What changes can we make that will result in an improvement?

• Idea sources• People who work in the process

• Subject-matter experts and relevant data

• Evidence-based research

• Process benchmarking

• Methods to Generate Ideas• Study and use flow chart to identify complexity, redundancy,

duplication, and non value-added work• Cause & Effect Diagram• Brainstorming

Page 20: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Worksheet

PDSA Cycle

Page 21: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

PDSA CyclePLAN: based on theory/prediction

ACT:adoptadaptabandon

DO: small scale

STUDY: to learn. Theory confirmed? 55

Page 22: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Plan-Do-Study-Act

Plan

Objective of cycle

Predictions

Plan to carry it out

Who

What

Where

When

Do

Carry out the test (small scale)

Problems encountered, unexpected observations

Begin analysis of data

Study

Compile analysis of data

Compare data to predictions

Summarize what was learned

Act

What changes are to be made?

What will be the next cycle?

Page 23: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Accelerated Processes

Examples:Work-Out™ Six SigmaAddresses passionate issues/problems Statistically drivenPeople who do the wok determine Rigorously analytical the improvements “Customer” defines defectsIssues are specific & well-defined Addresses variations Decision-makers provide immediate Facilitated by a Maste Black closure Belt/Black Belt/Green BeltStarts with quick fixesUses trained facilitators30-60 day fixes

Page 24: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Work-Out™ road Map

ChampionScope

IdentifyProblems

Identify Solutions Action Plan

YesNo

Need Info

4-6 hours

Page 25: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Work-Out™ SessionOwners Manual Table of Contents

Introductions/Race Rules ……………………………….

Identify a Shared Need ………………………………………..

Why we are here? What are our objectives? Goals? Why do we need

to made the change?

Develop a Shared Vision ………………………………………

What is in scope? What is out of scope? What do we want more of?

Less of?

Jump Start Commitment …………………………………

The Willing, The Vacationers, The Prisoners

Unaware Aware Understand Collaborate Commit Advocate Plan for Improvement

Page 26: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Hear Ye, Hear Ye…..

The Elevator Speech

What our project/meeting/task force is about……

•Why it is important to do ………………..…

•What success will look like ……………

•What we need from you …………

Communicate***Communicate***Communicate

Page 27: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Work-Out™ SessionOwners Manual Table of Contents

Making Change Last …………………

Face the opponent – What will hinder the change?

Fuel the accelerant – What will help make the change?

(AKA Force Field Analysis)

Keeping the Momentum ………………………

ACTION PLAN: Who, What, Measure, When

Agree on the key objectives to be monitored (KISS)

Agree on milestones to celebrate, advertise, COMMUNICATE

Stick to the 30-60 days completion plan complete with postmortem

Page 28: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Routine Maintenance of Change

The road test – the tire spikes are plentiful!

Change fails when: a foundation is not firmly established all the stakeholders have not been engaged leadership is not working together there are too many competing initiatives a regular pulse is not taken

Page 29: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

Agenda Format

Attendees:

Reflection:

Ground Rules:

Expectations:

Item Discussion Action Point Person Completion Date

Parking Lot Items:

Next Meeting:

Blaming

Complaining

The past is honored not blamed.

Page 30: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

References

When I’m 64 http://www.aha.org/aha/content/2007/pdf/070508-boomerreport.pdf

Change Acceleration Process – GE http://www.gecorporatefinance.com/access_ge/briefings.html#businesstools

Recruitment, Retention, and Management of Gen X, Journal of Healthcare Management ; Chicago, Jul/Aug 2002; Judy A. Cordeniz, MHA, FACHE

2007 Healthcare Business Market Research, R.K. Miller & Associates, www.rkma.com

[email protected]; Ph: 541-881-7253 Fx: 541-881-7184

Page 31: Managing Change: When a hammer won’t fix everything IT’S TOOL TIME ! Judy A. Cordeniz, MHA, FACHE Vice President Strategic Planning Holy Rosary Medical

What’s in YOUR tool box?

DISCUSSION

[email protected] Office541-212-6039 Cell