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© Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist Leadership Group February 1, 2013

© Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

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Page 1: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Conducting Vital Conversations

Leadership Development Institute

Beverly Begovich RN, BSN, MBA, MBBPractice Leader

Baptist Leadership GroupFebruary 1, 2013

Page 2: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Icebreaker Activity

Page 3: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Performance Management

• Performance Management is the art and science a leader uses to retain, develop or discipline their employees.

• To achieve outcomes, a leader must be able to communicate clearly expectations, define specific behaviors and provide feedback to the employee on performance related to the expectations.

• Every leader is a coach of his/her team of employees. • Vital conversations are the tools to assist a leader in assessing

and coaching employees on performance to achieve the expected department outcomes or goals.

Page 4: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Objectives

Upon completing this course, you will be able to:• Describe how retention impacts you, your staff and the

organization.• Identify the three types of performers—High Achievers, Solid

Performers and Under Achievers.• Assess your staff and identify the three types of performers,

using a Performance Assessment/Coaching Tool.• Conduct vital coaching conversations with each type of

performer in order to recognize, reward and impact performance.

Page 5: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Agenda

• Performance Management• Retention and Action Planning • Three Performance Groups and Action Planning • Coaching and Vital Conversations • Action Planning and Skill Practice • Wrap Up

Page 6: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Retention

Page 7: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

“Rethinking Retention”“Retaining good workers is the tipping point between success and failure for many organizations.”Richard P. Finnegan in Rethinking Retention in Good Times and Bad

Page 8: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Build on Principles:

• Employees quit jobs because they can.

#1

Page 9: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Build on Principles:

• Employees stay for things they get uniquely from you.

#2

Page 10: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Build on Strategies:

• Supervisors build unique relationships that drive retention…or turnover.

#3

Page 11: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

The Strategies:

Hold Supervisors accountable

Developsupervisorsto build trust

Calculate turnover cost

Drive from the top

Scriptemployees’ first 90 days

Narrowthe

Back Door

Page 12: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Action Planning—Part 1• Identify specific actions you will take to make retention a

priority in your department. • Time: 10 minutes

Page 13: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Three Performance Groups

Page 14: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Three Performance Groups

Page 15: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Who’s Who? Activity

Page 16: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Top 10 Attributes of High Achievers1. Proactive2. Applied Knowledge3. Always “We”4. Positive and Optimistic5. Team Focused6. Patient Centered7. Always “Always”8. Shared Experience9. Can-do Attitude10. Personal Attributes Align with Values

Page 17: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Top 10 Attributes of Solid Performers1. Often Proactive2. Knowledgeable3. Usually “We”4. Generally Positive5. Team Focused6. Patient Centered7. Usually “Always”8. Experienced9. Will-do Attitude10. Personal Attributes Mostly Align

Page 18: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Top 10 Attributes of Under Achievers1. Reactive2. Minimum Knowledge3. Always “Me”4. Generally Negative5. Problem Focused6. Self-Centered7. “Always” is Impossible8. Minimum Experience9. “No-Can-Do” Attitude10. Expert Analysts of “We-They”

Page 19: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Performance Coaching Assessment

Page 20: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Action Planning—Part 2

• Complete the Performance Coaching Assessment for someone on your staff who you think is a High Achiever.

• Time: 10 minutes

Page 21: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Coaching

Page 22: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

• Reward• Recognize• Retain

Coaching High Achievers

Page 23: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

How Do You Treat Your High Achievers?

• Ignore them?• Say thank you?• Give them more work?

Page 24: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Ignore Them? High Achievers Are:32% more likely than under achievers to look for a job in the next year:

• Lack of recognition• Feeling under rewarded• Are the most unhappy• Even when unemployment is high, have a pent-up demand

to leave

Page 25: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Thank Them?

55% said they were never or rarely thanked by their boss.

Maritz Incentives, St.. Louis 2003

Page 26: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

• Solicit their input and opinions

• Provide challenging assignments

• Find opportunities for exposure beyond current role

• Reward and recognize

• Manage up

Page 27: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Coaching Solid Performers• Recognize• Develop

© gdnelson, 2008. All rights reserved

Page 28: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

• Give feedback on their performance• Be candid—where they excel and where they

only meet standards• Agree on the development area• Spend time with them• Reward and recognize• Engage in discussions re: future

Page 29: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Coaching Under Achievers:

Develop or Detach

Page 30: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Coaching Under Achievers:

Develop or Detach: Use “DESK”Describe behaviors

Expect improvementSet timeframe for improvement

Know the consequences

Page 31: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

In surveys of 32,000 health care employees, leaders and physicians, the question on how effectively poor performers are managed is the lowest scoring item in the database.

Reality Check:

Page 32: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Are All Under Achievers the Same?• Move them up with coaching and skill development• Right bus, but wrong seat• Wrong bus

Page 33: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

• Under achievers require action

• Get involved early

• Be very specific when discussing performance • Ask for their suggestions on how to address issues

• Agree on a specific plan, metrics and deadlines

• Be very clear about specific consequences• Have frequent reviews and provide

encouragement

Coaching Framework

Page 34: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Great Leaders Avoid Common Mistakes

• Lack of clarity in communication and expectations• Procrastination• Tolerance• Failure to coach

Page 35: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Human Performance (Technical Skill vs. Behavior)

Unacceptable Behavior

Acceptable Behavior

More Than Acceptable Behavior

Technically Proficient

Focused attention anddisciplinary process Coaching and

mentoring

Development, delegation and advancement

Technically Competent

Coaching and disciplinary process Coaching and

mentoringCoaching and mentoring

Technically Incompetent

Disciplinary process; evaluation of employment

Focused trainingFocused training; Assessment

for transfer to more appropriate position

Co

ach

Up

Coach Out

Page 36: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Vital Conversation Planners

Page 37: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Page 38: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Page 39: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Page 40: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Action Planning—Part 3 and Skill Practice Activity

1. Individually prepare for a vital conversation with either someone on your staff who is a solid performer or an under achiever. Use the appropriate Conversation Planner as part of Action Planning—Part 3. Time: 15 minutes.

2. Quickly brief a pair partner on the situation and then conduct the conversation using your planner as your guide. Time: 10 minutes.

3. Discuss what went well and what could have been done differently. Time: 5 minutes.

4. Switch roles and repeat process. Time: 15 minutes.

Page 41: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Summary for Vital Conversations• Coach with an attitude of helping • Pay attention to own personal impact• Focus on behaviors the receiver can change• Recognize people’s desire to do the right thing• Know your “coaching communication style”• Learn to ask great questions and to listen to answers• Avoid telling “how to”—let them tell you• New habits take time…but not that much

Page 42: © Baptist Leadership Group MMXIII Conducting Vital Conversations Leadership Development Institute Beverly Begovich RN, BSN, MBA, MBB Practice Leader Baptist

© Baptist Leadership Group MMXIII

Thank YouBeverly [email protected]