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21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail: [email protected] Web Site: www.dbharmony.com “Mission Possible”: Reforming Tasmania’s Health System 9 November 2007 Fill out assessment on Page 3 of Handout

21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

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Page 1: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

21st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time?

Davis BalestracciDavis BalestracciHarmony Consulting, LLC

Phone: (207) – 899-0962

e-mail: [email protected]

Web Site: www.dbharmony.com

“Mission Possible”: Reforming Tasmania’s Health System

9 November 2007

Fill out assessment on Page 3 of Handout

Page 2: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Road map Part 1—summarised on pp. 16-22

– Think “process”– WASTE caused by data Insanity– Liberate TIME to do Part 2

Break “assignment”– Read pp. 5-7– Fill out p. 8

Part 2—pp. 9-13 Part 3—DIALOGUE/Questions “Assignment”—pp. 14-15

Page 3: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

If you have your kitchen redone…

Do you TELL the contractor that:– The dishes MUST stay in the

cupboards?– All meals MUST be prepared in the

kitchen and eaten on time? You can’t be “a little bit

pregnant” about quality either…

Page 4: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

What was your score?

Level of Executive Commitment < 45?

– Permission– Lip service

46 – 55?– Passionate lip service

> 55?– Involved leadership– Strategic service/quality leadership

Page 5: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

It’s not about the problems that march into your offices…

The important problems are the ones no one is aware of!

[Jim Clemmer paragraph, p. 4]

Page 6: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

EVERYTHING is a process! [p. 21]

Page 7: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

**Your current processes are perfectly designed to get the results you are already getting…and will continue to get

Processes “speak” to us through data

Page 8: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

It's not about 'costs!' Confusion…conflict…complexity…

chaos Do you ever waste time waiting, when

you should not have to? Do you ever redo your work because

something failed the first time? Do the procedures you use waste steps,

duplicate efforts, or frustrate you through their unpredictability?

Is information that you need ever lost? Does communication ever fail?

Page 9: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

6 Sources of Problems with a Process

Inadequate knowledge of how a process does work– Variation in people’s perceptions of

how things work Inadequate knowledge of how

a process should work– Variation in people’s perceptions of

how things should work– Given the current process

state/objective, poor process design

[p. 22]

Page 10: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Errors and mistakes in executing procedures– Variation in how individuals are

trained to do the work– Variation in how people actually do

the work– Some people have developed

beneficial “knacks” to work around process design limitations

– Underlying process issues that cause everyone working in the process to make the mistake

Page 11: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Current practices that fail to recognise the need for preventive measures– Environmental factors that make the

process “perfectly designed” to have undesirable variation / “incidents” occur

– Human fatigue / attention Unnecessary steps, inventory

buffers, wasteful measures/data– Complexity added in the past due to

inappropriate reactions to experienced variation

– Implementing untested solutions that are simple…obvious…and wrong

Page 12: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Variations in inputs and outputs

Improving quality = Improving processes

Using statistics = Prediction

Page 13: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

TQM…CQI…Six Sigma…Lean Six Sigma…TOYOTA Lean Six Sigma

IT’S ALL THE SAME!– Obsession with waste…use of data…

teamwork It’s all about improving

PROCESSES! Lean: #1, #4, #5 Toyota Lean: Seeing “Time” as

Inventory

DB article: p. 22

Page 14: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

STATISTICS?!

Page 15: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Action

Process

OutputMeasurement

Process

Collection

Process

MetObjectives

AnalysisProcess

Interpretation

Process

Useless

No

Yes

P M M M E M

PMMMEM

PMMMEM

People

Methods

Machines

MaterialsEnvironment

Measurements

Data

P M M M E M

Use of Data as a Process

Definition, collection, analysis, interpretation

Page 16: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Yep…Statistics

Statistics: #2, #3, #6– Expose variation– Design tests of theories– Assess interventions– Hold gains– React appropriately to variation

Page 17: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

The use of data is a process…

…actually, FOUR processes– Definition– Collection– Analysis / display– Interpretation

POOR use of data is WASTE– Unbeknownst, many meetings are reacting

to variation in the DATA process Not maths, but statistical THINKING

– Based in “process”– Common language to depersonalise issues– Improve the quality of conversations– React appropriately to variation

Page 18: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Déjà vu? How many meetings?

Pages & pages…

Page 19: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

I HATE bar graphs & trend lines!!!!!

Page 20: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

P.A.R.C. Analysis

Practical Accumulated Records Compilation

Passive Analysis Regressions Correlations

Profound Analysis Relying (on) Computers

Planning After Research Completed

Page 21: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Study: Whites may sway TV ratings

…associate professor & Chicago-based economist reviewed TV ratings of 259 basketball games…

…attempted to factor out all other variables…– Win-loss records of teams– Times games were aired

“The economists concluded that every additional 10 minutes of playing time by a white player increases a team’s local ratings by, on average, …5800 homes.”

Page 22: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

o e d rn c m ot o i ci r n en d i du i n uo n i ru g s es t s

ra

ti

ve

C R A P

Page 23: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“Traffic Lights” ? Indicator Trust Status A&E Cancer Crit Care Medicine O&G Paeds SR&T Surgery T&O

IP Activity J J J J J K J K J JOP Activity J L K K K K J J J JA&E 4 hr Wait L LIP >6 months L J J J J J J J K LOp > 13 weeks L J J K J J J K K L

JKL Significantly Below or worse than Target

Below or Worse than Target

Status Key

On Target or Achieved

RUBBISH!

Page 24: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Folks, I can’t make this up…

“The target is for 90% of the bottom

quartile to perform at the 2004

average by the end of 2008.”

?????????????????????????????

Page 25: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:
Page 26: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Vague datacollected in response to

a…

Vague problemwill yield a…

Vague solution,which, in turn, will yield a

Vague result.

Page 27: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Given two numbers…

SomethingImportant

Yesterday Today

…one will be bigger!

Page 28: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Weekend’s 13 Weekend’s 13 traffic deaths traffic deaths surpassed last surpassed last

year’s total of 9year’s total of 9

Officials seek reasons for rise in Officials seek reasons for rise in overall road deathsoverall road deaths

(600 vs. 576)

Page 29: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

The “Law of Averages”““If I stick my right foot in a bucket of If I stick my right foot in a bucket of boiling water and my left foot in a boiling water and my left foot in a bucket of ice water, on the average…bucket of ice water, on the average…I’m pretty comfortable.”I’m pretty comfortable.”

Page 30: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Does it look like this…?

0

2

4

6

8

1 0

1 2

1 4

Indiv

idual V

alu

e

Page 31: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

...or this?

-5

0

5

1 0

1 5

Indiv

idual V

alu

e

Page 32: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

The Myth of Trends

Time

“Upward Trend” (?)

“Downturn” (?)

“Rebound” (?)

“Setback” (?)

“Turnaround” (?)

“Downward Trend” (?)

This month…

vs. last month…

vs. 12 months ago

3 Months of Quarterly results…

This quarter…

vs. last quarter…

vs. same quarter last year

NP- Chart Coin Flip AnalysisPdouble-head = (Sum of Numerators) / (Sum of Denominators)

Davis Balestracci X Mean = N x P double-head

Harmony Consulting UCL = X Mean + 3 x sqrt[N x (P double-head) x (1 - P double-head)]www.dbharmony.com LCL = X Mean - 3 x sqrt[N x (P double-head) x (1 - P double-head)]

1) Enter data values in Columns B (# Double Heads) & C (# Participants)2) Columns E, F, G & I should automatically update when each row is entered

3) Save the file under a different name so you do not lose the original template.

Numerator Denominator Limits for the NP- Chartthe NP-ChartEvent # Double Heads # Participants LCL X Mean UCL % double-head

1 #DIV/0! #DIV/0! #DIV/0! #DIV/0!2 3

NP-Chart for Seminar Participants' "Double Heads"

0

0

0

0

0

1

1

1

1

1

1

Page 33: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Statistics = Understanding Variation There are TWO kinds of variation

– Special cause (Unique occurrence, “One off”)

– Common cause (Inherent, “Systemic”)

Treating one as the other MAKES THINGS WORSE– The human tendency is to treat ALL

variation as “one off”– Even if things “shouldn’t” happen,

you might be “perfectly designed” to have them happen

Page 34: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

How are they doing with guideline implementation?

% ComplianceThis month: 69.44%

Last month: 50%

12 months ago: 69.44%

GOAL: 75%

Page 35: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“Statistical” definition of “trend”

Time

"Sw

eat"

Inde

xUpward Trend

Time

Downward Trend

Special Cause – A sequence of SEVEN or more points continuously increasing or continuously decreasing.

Note: If the total number of observations is 20 or less, SIX continuously increasing or decreasing points can be used to declare a trend.

IMPORTANT: To be used only with tabulated data having NO context of variation

[p. 16]

Page 36: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Goal: Go from 50% to 75%

% ComplianceThis month: 69.44%

Last month: 50

12 months ago: 69.44

GOAL: 75%

% Compliance6/97 44.44 %

41.6750.00

9/97 50.0052.7858.33

12/9733.3341.6750.00

3/98 69.4469.4466.67

6/98 66.6769.44

72.22 (Largest)9/98 66.67

66.6763.89

12/9869.4455.5650.00

3/99 69.44

Page 37: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Special Cause: A consecutive sequence of 8 or more points on one

side of the medianData

-2

0

2

4

6

8

1 0

1 2

Indiv

idual V

alu

e

Run Chart: A time ordered plot of process data with the MEDIAN drawn in as a reference line.

Page 38: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Goal: Go from 50% to 75%--How are they doing?

% Compliance6/97 44.44 %

41.6750.00

9/97 50.0052.7858.33

12/97 33.3341.6750.00

3/98 69.4469.4466.67

6/98 66.6769.4472.22

9/98 66.6766.6763.89

12/98 69.4455.5650.00

3/99 69.44

Sorted33.3341.6741.6744.4450.0050.0050.0050.0052.7855.5658.3363.8966.6766.6766.6766.6769.4469.4469.4469.4469.4472.22

3/9912/989/986/983/9812/979/976/97

70

60

50

40

30

Month

% C

om

plia

nce

Run Chart for % Chart Audits in Compliance with Guideline

6/97 - 3/99

“Plot the dots!”

[p. 17]

Page 39: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

How many meetings?

Arrests Vfib Mo/Year 18 6 6/94 17 8 7/94 15 6 8/94 19 6 9/94 21 6 10/94 21 8 11/94 23 7 12/94 25 7 1/95 21 1 2/95 30 9 3/95 27 8 4/95 24 9 5/95 24 9 6/95 19 2 7/95 14 2 8/95 21 7 9/95 32 5 10/95 19 4 11/95 28 9 12/95 28 10 1/96 28 8 2/96 17 5 3/96 21 7 4/96 24 3 5/96 Tot_Arr Tot_Vfib Period 261 81 6/94-5/95 275 71 6/95-5/96

Page 40: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“We are running a slightly higher number of cardiac arrests per month. The total amount of cardiac arrests has risen from a mean of 21.75 (June 94- May 95), to 22.92 (June 95- May 96). This is an increase in 14 cardiac arrests in the last 12 months.”

Arrests

10

15

20

25

30

35

Jun-

94

Jul-9

4

Aug

-94

Sep

-94

Oct

-94

Nov

-94

Dec

-94

Jan-

95

Feb

-95

Mar

-95

Apr

-95

May

-95

Jun-

95

Jul-9

5

Aug

-95

Sep

-95

Oct

-95

Nov

-95

Dec

-95

Jan-

96

Feb

-96

Mar

-96

Apr

-96

May

-96

Period

Indi

vidu

al V

alue

Why, yes…(275 – 261) does indeed equal 14

Page 41: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“Next we interpreted the data relating to Vfib Cardiac Arrests…This could be significant to our outcome, and…indicates a need for more sophisticated statistical analysis. It was already shown that the number of cardiac arrests has increased by a mean of 1.17 per month. Now we are adding to that increase, a decrease of times we are seeing Vfib as the initial rhythm…This obviously means that over the last year, we have responded to more cardiac arrests and found them in more advanced stages of arrest.”

%Vfib

0

10

20

30

40

50

60

Jun-

94

Jul-9

4

Aug

-94

Sep

-94

Oct

-94

Nov

-94

Dec

-94

Jan-

95

Feb

-95

Mar

-95

Apr

-95

May

-95

Jun-

95

Jul-9

5

Aug

-95

Sep

-95

Oct

-95

Nov

-95

Dec

-95

Jan-

96

Feb

-96

Mar

-96

Apr

-96

May

-96

Period

Indi

vidu

al V

alue Obviously…

Page 42: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

TREND?! I think NOT!!!Percentage discharged, admitted or transferred within 4 hours - A&E Type 1+2

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

16

/06

/20

03

to 2

2/0

6/2

00

3

23

/06

/20

03

to 2

9/0

6/2

00

3

30

/06

/20

03

to 0

6/0

7/2

00

3

07

/07

/20

03

to 1

3/0

7/2

00

3

14

/07

/20

03

to 2

0/0

7/2

00

3

21

/07

/20

03

to 2

7/0

7/2

00

3

28

/07

/20

03

to 0

3/0

8/2

00

3

04

/08

/20

03

to 1

0/0

8/2

00

3

11

/08

/20

03

to 1

7/0

8/2

00

3

18

/08

/20

03

to 2

4/0

8/2

00

3

25

/08

/20

03

to 3

1/0

8/2

00

3

01

/09

/20

03

to 0

7/0

9/2

00

3

08

/09

/20

03

to 1

4/0

9/2

00

3

15

/09

/20

03

to 2

1/0

9/2

00

3

22

/09

/20

03

to 2

9/0

9/2

00

3

29

/09

/20

03

to 0

5/1

0/2

00

3

06

/10

/20

03

to 1

2/1

0/2

00

3

13

/10

/20

03

to 1

9/1

0/2

00

3

20

/10

/20

03

to 2

6/1

0/2

00

3

27

/10

/20

03

to 0

2/1

1/2

00

3

03

/11

/20

03

to 0

9/1

1/2

00

3

10

/11

/20

03

to 1

6/1

1/2

00

3

17

/11

/20

03

to 2

3/1

1/2

00

3

24

/11

/20

03

to 3

0/1

1/2

00

3

01

/12

/20

03

to 0

7/1

2/2

00

3

0/1

2/2

00

3 to

14

/12

/20

03

15

/12

/20

03

to 2

1/1

2/2

00

3

22

/12

/20

03

to 2

8/1

2/2

00

3

29

/12

/20

03

to 0

4/0

1/2

00

4

05

/01

/20

04

to 1

1/0

1/2

00

4

12

/01

/20

04

to 1

8/0

1/2

00

4

19

/01

/20

04

to 2

5/0

1/2

00

4

26

/01

/20

04

to 0

1/0

2/2

00

4

02

/02

/20

04

to 0

8/0

2/2

00

4

09

/02

/20

04

to 1

5/0

2/2

00

4

16

/02

/20

04

to 2

2/0

2/2

00

4

23

/02

/20

04

to 2

9/0

2/2

00

4

01

/03

/20

04

to 0

7/0

3/2

00

4

08

/03

/20

04

to 1

4/0

3/2

00

4

15

/03

/20

04

to 2

1/0

3/2

00

4

22

/03

/20

04

to 2

8/0

3/2

00

4

% Total seen < 4 Hours

70.00%

75.00%

80.00%

85.00%

90.00%

95.00%

100.00%

4/6/

2003

4/27

/200

3

5/18

/200

3

6/8/

2003

6/29

/200

3

7/20

/200

3

8/10

/200

3

8/31

/200

3

9/21

/200

3

10/1

2/20

03

11/2

/200

3

11/2

3/20

03

12/1

4/20

03

1/4/

2004

1/25

/200

4

2/15

/200

4

3/7/

2004

3/28

/200

4

Period

Indi

vidu

al V

alue

[p. 20]

Page 43: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“Reduce Accidents 25%!”

1989

1990

1989

1990

129630

7

6

5

4

3

2

1

0

Month

# Acciden

ts

"Year-Over-Year" Plot of Accident Data

24211815129630

7

6

5

4

3

2

1

0

Month# Acciden

ts

"Trend" Analysis for Accident Data

1/89 - 12/90

Not Valid!

("Trend" of 4.173 to 2.243)

8 months are lower than previous year

Reduction is 46.2% !

45 one year…32 the next…25 % reduction achieved?

[p. 18]

Page 44: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Goals a la Dilbert

Boss:– Our goal this year is ZERO disabling

injuries.

– Last year our goal was 25 disabling injuries; however, in retrospect, that was a mistake…

– We had to injure nine employees to meet the goal

Page 45: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Safety Data

24211815129630

7

6

5

4

3

2

1

0

Month

# A

ccid

ents

Run Chart for Accident Data

1/89 - 12/90

(Median = 3)

“Plot the dots!”

Page 46: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Need “common cause” strategy

Statistics on the number of accidents does not improve the number of accidents

You cannot treat data points individually or “dissect” an accident individually

You cannot compare two points– % change, “too big” a change…

Page 47: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

It does NOT mean that the current performance is

“acceptable”!

Event

Type A B C D E F Total

1 0 0 1 0 2 1 4

2 1 0 0 0 1 0 2

3 0 16 1 0 2 0 19

4 0 0 0 0 1 0 1

5 2 1 3 1 4 2 13

6 0 0 0 0 3 0 3

27

28 (less than 6 each)

29

Totals 6 19 7 3 35 7 77

Unit

Matrix of Adverse Events

Page 48: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

SHA name 30-Mar-03 6-Apr-03 13-Apr-03 20-Apr-03 27-Apr-03 4-May-03 11-May-03 18-May-03 25-May-03 1-Jun-03Avon, Gloucestershire & Wiltshire 89.7% 85.1% 83.9% 85.1% 85.2% 84.9% 85.7% 85.5% 85.3% 85.2%Bedfordshire and Hertfordshire 93.1% 89.1% 88.0% 84.9% 84.3% 85.4% 85.7% 86.8% 87.8% 85.3%Birmingham and the Black Country 91.8% 85.4% 84.9% 85.8% 85.6% 84.8% 88.7% 88.3% 86.7% 87.5%Cheshire & Merseyside 95.2% 90.1% 88.5% 87.3% 87.0% 85.7% 88.1% 88.0% 87.9% 87.6%County Durham & Tees Valley 94.8% 96.4% 94.7% 94.6% 92.2% 93.9% 95.5% 94.3% 92.0% 94.2%Cumbria & Lancashire 91.7% 91.6% 92.1% 93.0% 92.0% 92.7% 93.6% 93.5% 92.6% 91.9%Dorset & Somerset 93.8% 91.2% 89.7% 92.3% 91.5% 91.5% 89.7% 93.2% 90.9% 92.8%Essex 93.8% 90.8% 91.2% 91.1% 91.5% 90.3% 92.3% 89.9% 91.1% 90.5%Greater Manchester 94.7% 91.0% 90.7% 88.8% 89.5% 90.0% 90.8% 92.6% 91.1% 89.8%Hampshire and Isle of Wight 90.6% 83.5% 84.3% 81.4% 84.0% 82.3% 81.7% 82.8% 80.8% 79.7%Kent and Medway 88.1% 90.1% 89.5% 89.6% 87.6% 86.0% 91.0% 92.2% 89.3% 87.4%Leicestershire, Northamptonshire & Rutland 86.1% 73.3% 72.2% 74.7% 74.0% 72.8% 77.4% 75.9% 78.4% 73.0%Norfolk, Suffolk and Cambridgeshire 93.6% 88.4% 86.6% 86.0% 85.8% 87.9% 87.6% 87.3% 85.9% 86.0%North and East Yorkshire and Northern Lincolnshire 94.2% 92.7% 93.3% 92.4% 91.7% 90.0% 91.5% 91.7% 90.7% 92.0%North Central London 93.7% 83.7% 86.6% 84.4% 86.1% 84.9% 84.9% 85.4% 85.1% 83.9%North East London 93.7% 84.4% 80.8% 79.7% 78.8% 78.8% 81.9% 81.6% 79.6% 80.1%North West London 94.6% 86.7% 86.2% 86.4% 83.7% 83.1% 81.9% 82.2% 81.4% 82.6%Northumberland, Tyne and Wear 94.1% 92.5% 91.5% 92.0% 90.0% 90.1% 92.4% 92.7% 92.6% 92.1%Shropshire and Staffordshire 95.4% 88.0% 89.0% 84.0% 85.6% 83.9% 84.2% 85.8% 87.4% 83.0%South East London 96.1% 89.7% 90.9% 91.5% 89.0% 88.7% 89.2% 90.0% 88.9% 89.2%South West London 95.5% 80.5% 83.4% 81.4% 80.6% 81.9% 82.0% 81.0% 80.1% 80.3%South West Peninsula 95.7% 90.9% 90.1% 89.5% 89.4% 89.1% 92.5% 92.8% 88.6% 90.1%South Yorkshire 95.1% 86.6% 85.4% 86.0% 84.8% 86.0% 87.9% 91.0% 89.9% 87.7%Surrey and Sussex 88.4% 84.4% 85.0% 85.7% 84.3% 83.7% 83.4% 85.0% 83.7% 83.5%Thames Valley 83.2% 80.3% 80.0% 79.2% 81.4% 78.4% 80.4% 83.7% 81.7% 79.6%Trent 93.1% 87.7% 88.6% 88.1% 88.1% 87.4% 89.2% 90.0% 87.4% 86.2%West Midlands South 93.7% 89.1% 92.0% 91.6% 88.5% 87.9% 89.3% 89.5% 91.8% 94.3%West Yorkshire 93.6% 90.8% 90.2% 90.1% 91.8% 90.7% 90.1% 91.7% 89.7% 89.8%England total 92.9% 87.8% 87.6% 87.1% 86.7% 86.3% 87.5% 88.1% 87.1% 86.7%

“Red…Amber…Green…” RUBBISH!

[p. 20]

Page 49: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

West 93.6%90.8%90.2%90.1%91.8%90.7%90.1%91.7%89.7%89.8%88.5%91.0%89.7%91.1%90.1%90.1%91.1%90.8%91.4%91.9%

Region 28

87.00%

88.00%

89.00%

90.00%

91.00%

92.00%

93.00%

94.00%

30-M

ar-0

3

6-Ap

r-03

13-A

pr-0

3

20-A

pr-0

3

27-A

pr-0

3

4-M

ay-0

3

11-M

ay-0

3

18-M

ay-0

3

25-M

ay-0

3

1-Ju

n-03

8-Ju

n-03

15-J

un-0

3

22-J

un-0

3

29-J

un-0

3

6-Ju

l-03

13-J

ul-0

3

20-J

ul-0

3

27-J

ul-0

3

3-Au

g-03

10-A

ug-0

3

Indi

vidu

al V

alue

“What about those 3 consecutive yellow months?!?!”

What about them…?

Page 50: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Don’t abdicate just yet!!!

Page 51: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

The math is so simple, it would astound you

Region 28

87.00%

88.00%

89.00%

90.00%

91.00%

92.00%

93.00%

94.00%

95.00%30

-Mar

-03

6-Ap

r-03

13-A

pr-0

3

20-A

pr-0

3

27-A

pr-0

3

4-M

ay-0

3

11-M

ay-0

3

18-M

ay-0

3

25-M

ay-0

3

1-Ju

n-03

8-Ju

n-03

15-J

un-0

3

22-J

un-0

3

29-J

un-0

3

6-Ju

l-03

13-J

ul-0

3

20-J

ul-0

3

27-J

ul-0

3

3-Au

g-03

10-A

ug-0

3

Indi

vidu

al V

alue

Special Cause Flag

Current performance: 90.7% [87.6 – 93.8]

Two consecutive weeks can differ by 3.9

The process tells you what these number are![Sorry if you don’t “like” them]

Page 52: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Transition to More “Advanced” Skills

From:– Colors & Faces & Drawing circles

To:– Counting up to “8”– Subtracting two numbers– Sorting a list of numbers– Asking better questions!– Change organisational conversations

around data– Reacting appropriately to variation

Page 53: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

What would you do with data like this NOW?

10

73

10

10

8

12

8

6

7

13

6

9

3

10

2

9

12

5

0

5

10

15

20

25

30

35

40

2001-02 2002-03 2003-04 2004-05 2005-06

MRSA Bacteraemia 2001-02 to 2005-06

Q4Q3

Q2Q1

[p. 19]

Page 54: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“Plot the dots!” Quarterly MRSA Bacteraemias

02468

101214161820

Q! 2

001

Q2

Q3

Q4

Q1

2002 Q

2

Q3

Q4

Q1

2003 Q

2

Q3

Q4

Q1

2004 Q

2

Q3

Q4

Q1

2005 Q

2

Q3

Period

Indi

vidu

al V

alue

Quarterly MRSA Bacteraemias

0

2

4

6

8

10

12

14

16

18

20

Q! 2

001

Q2

Q3

Q4

Q1

2002 Q2

Q3

Q4

Q1

2003 Q2

Q3

Q4

Q1

2004 Q2

Q3

Q4

Q1

2005 Q2

Q3

Period

Indi

vidu

al V

alue

Special Cause Flag

Quarter-to-quarterdifference: < 10

Page 55: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Looking at “complaints” as a process: perfectly

designed… Total Complaints

0

10

20

30

40

50

Feb-

02

Apr-0

2

Jun-

02

Aug-

02

Oct

-02

Dec

-02

Feb-

03

Apr-0

3

Jun-

03

Aug-

03

Oct

-03

Dec

-03

Feb-

04

Apr-0

4

Jun-

04

Aug-

04

Oct

-04

Dec

-04

Period

Indi

vidu

al V

alue

% within 20 days

0.00%

20.00%

40.00%

60.00%

80.00%

100.00%

120.00%

Feb-

02

Apr-0

2

Jun-

02

Aug-

02

Oct

-02

Dec

-02

Feb-

03

Apr-0

3

Jun-

03

Aug-

03

Oct

-03

Dec

-03

Feb-

04

Apr-0

4

Jun-

04

Aug-

04

Oct

-04

Dec

-04

Period

Indi

vidu

al V

alue

Page 56: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“It is what it is!” …“Plot the dots!”

Total Complaints

0

10

20

30

40

50

Feb-

02

Apr-0

2

Jun-

02

Aug-

02

Oct

-02

Dec

-02

Feb-

03

Apr-0

3

Jun-

03

Aug-

03

Oct

-03

Dec

-03

Feb-

04

Apr-0

4

Jun-

04

Aug-

04

Oct

-04

Dec

-04

Period

Indi

vidu

al V

alue

Special Cause Flag

Month-to-month difference: < 24

Need a common cause strategy!

Page 57: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“We made a difference!”

0

2

4

6

8

10

12

14

16

1 2 3 4 5 6 7 8 9 101112131415161718

0

200

400

600

800

1000

1200

1400

# Infections

#Patients

Infection Rate

-0.5

0

0.5

1

1.5

2

2.51 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

Month

Infe

cctio

n R

ate

Really?

Page 58: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Budgets, too!

Actual FTE

Budget FTE

0 5 10 15 20 25

102

107

112

Pay Period

FT

E

Plot of FTE Performance Vs. Budget

2007 Resolutions: Weight and… Budget?—Jan/Feb 2007http://www.qualitydigest.com/jan07/departments/spc_guide.shtml http://www.qualitydigest.com/feb07/departments/spc_guide.shtml

[p. 24]

Page 59: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

FTE

95

100

105

110

115

1201/

18/9

8

2/15

/98

3/15

/98

4/12

/98

5/10

/98

6/7/

98

7/5/

98

8/2/

98

8/30

/98

9/27

/98

10/2

5/98

11/2

2/98

12/2

0/98

1/17

/99

2/14

/99

Period

Indi

vidu

al V

alue

Variance from Budget

-15

-10

-5

0

5

10

1/18

/98

2/15

/98

3/15

/98

4/12

/98

5/10

/98

6/7/

98

7/5/

98

8/2/

98

8/30

/98

9/27

/98

10/2

5/98

11/2

2/98

12/2

0/98

Period

Indi

vidu

al V

alue

Page 60: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Do you REALLY need those meetings every 2 weeks?!

FTE

95

100

105

110

115

120

1/18

/199

8

2/15

/199

8

3/15

/199

8

4/12

/199

8

5/10

/199

8

6/7/

1998

7/5/

1998

8/2/

1998

8/30

/199

8

9/27

/199

8

10/2

5/19

98

11/2

2/19

98

12/2

0/19

98

1/17

/199

9

2/14

/199

9

Period

Variance from Budget

-15

-10

-5

0

5

10

1/18

/98

2/15

/98

3/15

/98

4/12

/98

5/10

/98

6/7/

98

7/5/

98

8/2/

98

8/30

/98

9/27

/98

10/2

5/98

11/2

2/98

12/2

0/98

Period

Indi

vidu

al V

alue

Special Cause Flag

Page 61: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Link to Balanced Scorecard

All hospital incident rate

0.016

0.018

0.02

0.022

0.024

0.026

0.028

0.03

Jul-0

4

Sep-

04

Nov

-04

Jan-

05

Mar

-05

May

-05

Jul-0

5

Sep-

05

Nov

-05

Jan-

06

Mar

-06

May

-06

Jul-0

6

Sep-

06

Nov

-06

Jan-

07

Period

Indi

vidu

al V

alue

Special Cause Flag

Page 62: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Complaint rate per admission

0.00200

0.00400

0.00600

0.00800

0.01000

0.01200Ju

l-03

Nov-

Mar

-

Jul-0

4

Nov-

Mar

-

Jul-0

5

Nov-

Mar

-

Jul-0

6

Nov-

Pressure Ulcer Rate

-0.0001

0

0.0001

0.0002

0.0003

0.0004

0.0005

0.0006

Jul-0

3

Nov-

Mar

-

Jul-0

4

Nov-

Mar

-

Jul-0

5

Nov-

Mar

-

Jul-0

6

Nov-

Total Falls

-5

0

5

10

15

Jul-0

3

Nov-

Mar

-

Jul-0

4

Nov-

Mar

-

Jul-0

5

Nov-

Mar

-

Jul-0

6

Nov-

Bacteraemia rate

0

0.0005

0.001

0.0015

0.002

0.0025

0.003

Jul-0

3

Nov-

Mar

-

Jul-0

4

Nov-

Mar

-

Jul-0

5

Nov-

Mar

-

Jul-0

6

Nov-

All Hosp_Med_err_rate

0.0005

0.001

0.0015

0.002

0.0025

0.003Ju

l-03

Nov-

Mar

-

Jul-0

4

Nov-

Mar

-

Jul-0

5

Nov-

Mar

-

Jul-0

6

Nov-

All hospital incident rate

0.016

0.018

0.02

0.022

0.024

0.026

0.028

0.03

Jul-0

3

Nov-

Mar

-

Jul-0

4

Nov-

Mar

-

Jul-0

5

Nov-

Mar

-

Jul-0

6

Nov-

Page 63: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

H1_Med_err_rate

0

0.001

0.002

0.003

0.004

0.005

0.006

0.007

0.008

Jul-0

3

Oct-0

3

Jan-

04

Apr-0

4

Jul-0

4

Oct-0

4

Jan-

05

Apr-0

5

Jul-0

5

Oct-0

5

Jan-

06

Apr-0

6

Jul-0

6

Oct-0

6

Jan-

07

H2_med_err_rate

0

0.001

0.002

0.003

0.004

0.005

0.006

0.007

0.008

Jul-0

3

Oct-0

3

Jan-

04

Apr-0

4

Jul-0

4

Oct-0

4

Jan-

05

Apr-0

5

Jul-0

5

Oct-0

5

Jan-

06

Apr-0

6

Jul-0

6

Oct-0

6

Jan-

07H3_med_err_rate

0

0.001

0.002

0.003

0.004

0.005

0.006

0.007

0.008

Jul-0

3

Oct-0

3

Jan-

04

Apr-0

4

Jul-0

4

Oct-0

4

Jan-

05

Apr-0

5

Jul-0

5

Oct-0

5

Jan-

06

Apr-0

6

Jul-0

6

Oct-0

6

Jan-

07

H4_med_err_rate

0

0.001

0.002

0.003

0.004

0.005

0.006

0.007

0.008

Jul-0

3

Oct-0

3

Jan-

04

Apr-0

4

Jul-0

4

Oct-0

4

Jan-

05

Apr-0

5

Jul-0

5

Oct-0

5

Jan-

06

Apr-0

6

Jul-0

6

Oct-0

6

Jan-

07

H5_med_err_rate

0

0.001

0.002

0.003

0.004

0.005

0.006

0.007

0.008

Jul-0

3

Oct-0

3

Jan-

04

Apr-0

4

Jul-0

4

Oct-0

4

Jan-

05

Apr-0

5

Jul-0

5

Oct-0

5

Jan-

06

Apr-0

6

Jul-0

6

Oct-0

6

Jan-

07

H6_Med_err_rate

0

0.001

0.002

0.003

0.004

0.005

0.006

0.007

0.008

Jul-0

3

Oct-0

3

Jan-

04

Apr-0

4

Jul-0

4

Oct-0

4

Jan-

05

Apr-0

5

Jul-0

5

Oct-0

5

Jan-

06

Apr-0

6

Jul-0

6

Oct-0

6

Jan-

07

All Hosp_Med_err_rate

0

0.001

0.002

0.003

0.004

0.005

0.006

0.007

0.008

Jul-0

3

Oct-0

3

Jan-

04

Apr-0

4

Jul-0

4

Oct-0

4

Jan-

05

Apr-0

5

Jul-0

5

Oct-0

5

Jan-

06

Apr-0

6

Jul-0

6

Oct-0

6

Jan-

07

Page 64: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

This…?

Kent and Medway K&M 98.4% 96.7% 98.4% 97.3% 96.9% 96.4% County Durham & Tees Valley CDTV 96.7% 95.6% 96.5% 96.3% 94.7% 96.4%Trent Trent 96.7% 95.3% 96.7% 95.5% 94.0% 96.6%Shropshire & Staffordshire SASHA 97.9% 97.1% 98.1% 97.3% 97.5% 96.6% Hampshire & the Isle of Wight H&IOW 96.6% 95.9% 96.0% 96.7% 95.1% 96.7%West Midlands South WMS 97.0% 96.4% 97.6% 97.4% 96.1% 96.7%Bedfordshire & Hertfordshire Beds&Herts 96.6% 96.0% 96.7% 96.4% 95.2% 96.8%Leicestershire. Northamptonshire & RutlandLNR 96.3% 96.2% 97.3% 96.9% 95.6% 96.8%Birmingham & the Black Country BBC 96.8% 95.8% 96.4% 96.6% 94.7% 96.9%Surrey & Sussex Sy&Sx 96.7% 96.7% 96.7% 97.0% 95.9% 97.5%Greater Manchester GM 96.7% 96.7% 96.5% 96.6% 95.9% 97.6%Cumbria & Lancashire C&L 98.0% 97.7% 98.1% 97.9% 97.7% 97.8%South West Peninsula SWP 97.2% 97.8% 97.2% 98.0% 97.8% 97.8% Avon. Gloucestershire & Wiltshire AG&W 96.8% 97.0% 96.4% 97.2% 96.2% 97.8%Norfolk. Suffolk & Cambridgeshire NSC 97.2% 97.7% 97.6% 98.0% 97.4% 98.1%

Indicator Trust Status A&E Cancer Crit Care Medicine O&G Paeds SR&T Surgery T&O

IP Activity J J J J J K J K J JOP Activity J L K K K K J J J JA&E 4 hr Wait L LIP >6 months L J J J J J J J K LOp > 13 weeks L J J K J J J K K L

Page 65: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

…or this?

24211815129630

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Jun-

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Sep

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Oct

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Dec

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Jan-

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Mar

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Apr

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May

-95

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Aug

-95

Sep

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Oct

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70.00%

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Page 66: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

TRUE STORY

An exec in NZ gave my “plot the dots” macro to an outspoken male nurse, who spoke up at a meeting…

“I just plotted the dots…

…and you don’t know jacks__t!”

Page 67: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Where is the “time” for quality improvement going to come

from? 50% reduction in monthly senior management meeting time– 80% reduction in monthly corporate

financial reports Eliminating up to one hour each day of

managerial review of unimportant data– 60% reduction in daily pounds of published

performance reports (“Backup data”) Other benefits

– Making the vision and values real to employees

– Tracking progress toward achieving the vision and living the values

Page 68: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Linking Performance to Strategy

WHAT are we going to do? WHOM will we do it for? WHY should patients come here? WHERE will we place our emphasis in

products and markets? Core: HOW are we going to bring about

the WHAT, WHO, WHY, and WHERE?– Systems and structures

Page 69: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Not “measures,” but “management”

“Are we doing the right things right?”

A total measurement system– Not an “unbalanced rubbish heap” of

operational measures A PROCESS for converting the data

into intelligent (and appropriate) action at the appropriate level

Page 70: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

A hidden benefit…

Coming up with a good solid set of metrics and actually using it to manage will save thousands of hours of time wasted reviewing charts and graphs in meetings and reading reports on statistics that do not really matter…Armies of employees do nothing but collect, summarize, and report data. Armies of managers and technical professionals spend time reviewing these data and attempting to pull out something meaningful from the mass of charts they receive each week… Mark Graham Brown

Page 71: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:
Page 72: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Break

--Read Peter Block article pp. 5-7

--Informally discuss pp. 5-7 with your colleagues

--What about “demotivators”? P. 7

--Fill out & score assessment on Page 8

Page 73: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

21st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time?

Part 2: Some “cultural” issues

Davis BalestracciDavis BalestracciHarmony Consulting, LLC

Phone: +207 – 899-0962

e-mail: [email protected]

Web Site: www.dbharmony.com     

Fill out & score Page 8 assessment

Page 74: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Process

Tools

Tech/Adminformation

Only the tip of the iceberg

p. 9

Page 75: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

But this is EVERY process needing improvement…or it wouldn’t need

improvement

…AND people are “dancing as fast as they can”…And they’re CRANKY! [ whyiseveryonesocranky.com ]

Page 76: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

**Your current processes are perfectly designed to get the

results you are already getting…and will continue to get

Organisational results

Tolerated organisational behaviours– Unlock cultural handcuffs

Tolerated individual behaviours

Page 77: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“Perfectly designed” Current processes: Perfectly designed

to consume over 100% of people’s time,– It’s amazing how much waste can be

disguised as useful work, No one ever puts “culture change” on a

“To Do” list, Logic never convinced anyone of

anything, and only logicians use it as a source of income,

In other words:“Change would be so easy if it weren’t for all the people!”

Page 78: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Personal feedback processes

Relationships

Perceptions & Feelings:CULTURE

Page 79: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

The Real Challenge

Issues of :

Cooperation

Support

Collaboration

Page 80: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Individual Mindsets

But there’s NO escaping it…

Page 81: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

"When we are dealing with people, let us remember we are not dealing with creatures of logic. We are dealing with creatures of emotion, creatures bustling with prejudices and motivated by pride and vanity.“

— Dale Carnegie, personal effectiveness pioneer and author

Page 82: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Culture change and Individual change

Awareness Breakthrough in knowledge Choosing a breakthrough in

thinking Breakthrough in behaviour

Page 83: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Experiences Beliefs Actions Results

(E1) (B1) (A1) (R1)

E1 + B1 + A1 = Culture (C1)

A deceptively simple model:For individual & organisationalbehaviours

p. 10

Page 84: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

R1

A1

B1

E1

R2

A2

B2

E2

New results will require new “beliefs”

As an organisation AND…

As individuals

Page 85: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Culture change and Individual change

Awareness Breakthrough in knowledge Choosing a breakthrough in

thinking Breakthrough in behaviour

– Changed “belief system” telegraphs through observed behaviour

Page 86: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Breakthrough in Thinking

Conscious realisation that current behaviours / actions will not produce long term desired results

Usually precipitated by a visceral reaction – Morris Massey calls these Significant

Emotional Events– Can you make a conscious choice to

“move through it”…and grow?

Page 87: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Breakthrough in Behavior

Changed belief system Growth:

– Consciously examining one’ beliefs– Recognising ones that aren’t working– Choosing to replace them with

healthier beliefs for long term success…and inner peace

Page 88: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Goes beyond describing A2

  How do YOU create experiences to motivate the beliefs to drive the right actions that will achieve desired organisational results? AND…

• How do YOU stop recreating experiences (or perceptions of E1) that reinforce old beliefs that drive unwanted actions and produce undesired results?

New executive “B2”…

Page 89: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Given: People HATE being changed!

“Those darn humans…

God bless ‘em!”

The Cultural Transformation Mantra:

“Most human problems are permanent.”--Peter Block

Page 90: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Humans thrive on predictability

“Culture” will eat your best intentions for lunch!People fear retribution from “the tribe”

What they say (“Stated reason”) may not necessarily be what they really mean (“Real reason”)Juran: Managerial Breakthrough

Page 91: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

So: “How do I have to

change to get people to

want to change?”

GIVEN reaction: “I agree with what you’re doing. Everyone (else) needs to change.”

Page 92: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Key E2—Led by Executives

ZERO tolerance for “blame”– See Clemmer paragraph p. 4– Go to www.clemmer.net and sign up

for his “Improvement Points” No whingeing allowed…to go

(gently) unchallenged (QBQ!) Data Sanity— “Plot the dots!”

Page 93: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

VERY important… R2 business results must be

CLEARLY defined

Page 94: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Or…

“Those darn humans!” WILL continue to produce R1!

Is the sharing of these R2 results just an E1 experience? (“Here we go again!”)

“But this time, we mean it!” (E1 ?)

Page 95: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

“Those darn humans!” If You are confused, THEY are

confused If YOU are clear, THEY will act

confused– Interpret R2 through B1 and “tweak”

R1– “Stated” reason (Why they can’t) vs.

“Real” reason• People HATE being changed!

– No consequences (E1)? “STONEWALL!”

– If YOU don’t “walk the talk” you are DEAD in the water!

Page 96: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

R1

A1

B1

E1

R2

A2

B2

E2

New results will require new “beliefs”

As an organisation AND…

As individuals

Page 97: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

What would “Dr. Johnson” need to do?

“Davis, I come in…I see patients…I go home.”

Page 98: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Personal feedback processes

Relationships

Perceptions & Feelings:CULTURE

Page 99: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

EVERY good book on culture

Feedback…

…LOTS of it!

Page 100: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Individual Mindsets

Ah…but those “bloody humans”…

Page 101: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Three managerial “mantras”

How do I change to get the culture to want to volunteer to change?

“Those bloody humans……God bless ‘em!”

As my BEST mentor once told me:“Think of it all as entertainment.”

Page 102: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Integrating quality into the culture

signaling commitment, communicating the new values, peer-coaching each other, coaching the organisational culture, creating a culture of accountability, depersonalising the inevitable resistance, exposing and managing the resistance for

true results. periodic development and follow-up for

individual and team coaching.

Page 103: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

One more piece of advice Strong reactions are NEVER for the

reasons we think!– The person/group PERCEIVES what

you are proposing as a threat– The “stated” reasons are not the

“real” reasons– It has NOTHING to do with you

Another needed skill: Insulate your “hot buttons”

Page 104: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Emotional Intelligence Can I recognise what’s going on inside

me? Can I manage it maturely? Can I channel this emotion appropriately

(towards R2)? Can I recognise this process in other

people? Can I manage this process in other

people…– For purposes of organisational success (R2)?– With genuine concern for their individual

success?

Page 105: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

E2: New feedback“The behaviour you just exhibited at the meeting will help neither the organisation’s success [R2] nor your personal success. Help me understand what was going on [i.e., the strong reaction] so we can move forward.”

NO judgment

Page 106: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

R1

A1

B1

E1

R2

A2

B2

E2

Experiences Beliefs Actions Results

(E1) (B1) (A1) (R1)

Remember: It ALL goes back to this

E1 + B1 + A1 = Culture (C1)

Page 107: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

EVERY Interaction Creates Culture

What is tolerated creates culture

The process is “perfectly designed” to produce ‘victim’ behaviour

Page 108: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

1. “You can visit ‘pity city,’ but you can’t live there!”

2. “Lack of…” is never an option!

3. “If I can’t change a situation, I may have to change the way I

think about it.”

Page 109: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

What was your score? > 40?

Not “victimitis virus,” but PESSIMISM PLAGUE!

30-40? (Most of you)“Disgustingly normal”…but workable

11-29? Poised to make MAJOR progress

10? “Inoculation” has taken hold!– How would it feel to work in a ‘10’?

Page 110: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

GENTLY Confront via the “QBQ!” [ www.qbq.com ] “Lack of…” is never acceptable

as a barrier, Restate the issue via a question

beginning with the word “What” or “How,” [Never “Who…”, “Why…”, or “When…”]

Include the word “I,” [NOT “We”]

Focus the question on ACTION.”

Page 111: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Manager / Executive Response

“What will it take from me to help you succeed?”

“How can I help you make that happen?”

Support their risk

“Lack of time” is not an option…for either party!

Page 112: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Another B2

“Lack of time” = Lack of PRIORITY

Page 113: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Let’s stop here for some dialogue

Issues– Data sanity– Cultural change– Emotional Intelligence– Changing views of Leadership– Where is the “time” going to come from?

Have I answered the questions on p. 13

Page 114: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Major steps to transformation 1. Top management awareness and

education See quality improvement as a strategy for

learning and Improvement Establish focus and context…and CLEAR

results– Vision, values and purpose– 3 to 5 strategic initiatives that cascade– Follow-up…follow-up…follow-up

Learn and apply:– Process thinking– Problem-solving tools– Statistical thinking– QBQ!

Page 115: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

2. Build a critical mass 25-30% of management demonstrating

their commitment to quality– Promotions reflect commitment to quality

20-30% of organisation educated in quality philosophy

10-20% of organisation trained in basic tools for quality improvement

1-2% of organisation trained in advanced tools

ZERO tolerance for:– Blame– ‘Victim’ behaviour

Page 116: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

3. Achieving a quality culture All employees educated in basic quality

improvement tools and philosophy Use of data is integrated and statistically

based Feedback is an integral part of

organisational culture, is NON-judgmental and based entirely on: • Commitment to people’s success• Addressing behaviours seen as inconsistent with:

• Organisational success• Individual success

Suppliers heavily involved Improvement initiatives are given top

priority at executive meetings

Page 117: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

4. Ways of life Customer orientation Continuous improvement Elimination of waste Prevention, not detection Reduction of variation Statistical thinking and use of data Adherence to best-known methods Use of best available tools Respect for people and their knowledge Results-based feedback: Emotionally

intelligent culture

Page 118: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Quality permeates design efforts Reorganisation around key

products/services and markets Quality improvement process is

institutionalised and self-sustaining Totally consistent management

practices 50% + are trained in advanced tools

5. World-class quality

Page 119: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

What’s it going to take? Assessments pp. 14-15: Ongoing

“homework” [B2 “team” beliefs]– QBQ! peer feedback– Dealing with “demotivators” [p. 7]

Culture’s “responsibility”: pp. 5-6– B2 beliefs that are “expectations”– QBQ! “feedback”

www.clemmer.net– Sign up for his “Improvement Points”

Page 120: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Supplementary Material

Page 23: Useful references– Quality AND Culture change

Pages 24-25: Tabulation of Davis’s Quality Digest columns

Page 121: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Massey’s R-E-S-U-L-T-S [p. 12] R espect [Everyone is ALREADY doing the best

he/she knows how] E mpathy [Developing a sensitivity to other people's

perceptions] S canning [Where are the situational/environmental

“land mines”?] U nity [Continually identifying and respecting

the needs of the business] L ove [Sincere commitment to colleagues'

success] T ruth / T rust [The honest expression of feelings]

– “If you can't talk about it, you can't fix it…Period!“– "If you don't trust the people, you make them untrustworthy."

[Wing (1986)] S elf - awareness**

– "I and I alone am responsible for the values I bring to work, the behaviours they make me exhibit, their effects on people's beliefs about me, and the consequences of my behaviour."

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Studer’s “Nine Principles” Commit to Excellence Measure the Important Things Build a Culture Around Service Create and Develop Leaders Focus on Employee Satisfaction Build Individual Accountability Align Behaviors with Goals and Values Communicate at All Levels Recognize and Reward Success

– From Hardwiring Excellence [Quint Studer]– www.studergroup.com

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Unconscious business [p. 11] Repeating the same patterns and problems over and

over again Not identifying themselves as the source of those

patterns and problems. Spending a lot of time ignoring or recycling the patterns Expending considerable energy trying to prove

somebody else is to blame. Getting defensive in situations where enlightenment

could be sought Not talking about feelings directly Carrying secrets not yet shared with the relevant person Thinking of themselves as victims, and

– Going back and forth between thinking of others as perpetrators or fellow victims.

– Arguing from the Victim Position, casting others as Perpetrators.

– Resolving arguments by often joining others in being Fellow Victims.

Not expressing their full creativity and having a variety of excellent reasons why they're not doing so.

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Seven “Root Causes” Placing budgetary considerations ahead of

quality, [“Costs” vs. “the four Cs”] Placing schedule considerations ahead of

quality, [Arbitrary goals & deadlines] Placing political considerations ahead of

quality, [Manipulation for personal gain] Being arrogant, [“I have nothing to learn”] Lacking fundamental knowledge, research

or education, [Deep knowledge of QI] Pervasively believing in entitlement,

[Need for “Employee Manifesto”] Autocratic leadership behaviors, resulting

in "endullment” rather than empowerment.[“Learned helplessness”]

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“I suffer simultaneously from

amnesia and déjà vu. I have

the feeling that I keep

forgetting the same thing over

and over again.”

--Steven Wright

Page 126: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Conscious business If a pattern or problem repeats itself, we

look for the source of the pattern in ourselves.

We commit to learning instead of defensiveness in toxic interactions

We become skilled at thanking people and the universe for giving us feedback, instead of punishing them.

We make conscious commitments and hold scrupulously to those commitments

We make Practical Magic happen

Page 127: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Anger vs. Passion: A new “belief”

Page 128: 21 st Century “Leadership”—A Blinding Flash of the Obvious: Isn’t it about time? Davis Balestracci Harmony Consulting, LLC Phone: (207) – 899-0962 e-mail:

Yes, indeed, GET MAD… …but use it to focus your

PASSION for improvement! Emotional Intelligence:

Focus emotion into pursuit of a desirable goalHow do YOU motivate an inherently resistant culture to do this?

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“If we’re actually trying to do the wrong thing, the only reason we may be saved from disaster is

because we are doing it badly.” 

--David Kerridge