How to be Fit for Growth81-A

How to be Fit For Growth:

Assessing OperationsSunday, October 30, 2016

3:15 to 4:45 p.m.

PresentersSara McVey, CEO

Horizon House

Seattle, WA

(847) 867-6753 Cellularsaram@horizonhouse.org

Moraine Byrne, CEO

Moraine Byrne Assoc.

Arvada, CO

(303) 549-8875 Cellular

mbyrnemba@aol.com

How it started…

CEO Transition:Passing the Baton

• Life Plan Community

• 1961

• Downtown Seattle

• 4 City Blocks

• Million square feet

• Type B

• 481 Apartments• 105 Supported Living

• 530 Residents

• 307 Staff Members

LEARNING

OBJECTIVE

Have a Process

Someone who will force

you to look in the mirror

Find the

Right Partner

Involve the Right People

IMAGINE CLIMBING MOUNT EVEREST

Getting Fit For Growth is:

• Exhilarating

• Exhausting

• Unpredictable

• Possible

Get Ready for an Uphill Climb

Base Camp Conditioning

• On-site interactions

• Employee interviews

• Resident sessions

• Financial Review (7 years)

• Review the basics

Map to a Mantra

Look at what we do

Why we do it

Who is doing what

How can we do it

even better

LEARNING

OBJECTIVE

Look at the big picture – an objective look

Scan the landscape

Identify what needs review

Customize the process

Assessing which way to go

Finances, Systems & Processes, Organizational

Structure, Culture

Assemble the right team

1. Emotional Intelligence

2. Hands-on Experience

3. Flexible

CHOOSE WHAT TO DO & WHAT TO DELAY

Market review: high level review with demand study at later time

Partnership exploration: identify ops strengths, weaknesses and

opportunities before seeking new partners

Staff changes: timing of changes is critical

A thorough operations assessment takes time. Patience and

continued executive team support for the process is essential.

Ask the right questions of the right peopleEveryone plays an important role Executive team

Managers

Line staff

Full-time & part-time/all shifts

Residents

Resident families

Contract partners

Different stakeholders – customize the message but keep the core

BE CONSISTENT

How will we optimize operations

Where are there growth opportunities

How do we put it in writing

Telling the Story

LEARNING

OBJECTIVE

Prepare for the Avalanche

Find the highly

regarded guides to

encourage people

along through the

peaks and the

valleys of this

process

Identify Sherpas

Taking Action

1. FUNancial Forums

2. Possibilities Pages

3. Fit For Growth

Mantra

ASK

EDUCATE

TRAIN

Hang in There

Lessons Learned

We are creating a vision

for the future where

today is great and we

owe it to our mission to

make tomorrow even

better

Stump Statement is Key

Find the ‘WHY’

Point People in the Right Direction

Help people see

where you are

headed and why

Empower people to

script ‘how’ you will

get there

More Will Join the Journey• Middle out versus top

down

• Keep conditioning• Give people time to join in

• Expect progress• Action and Outcomes

• Campfire Talks• Small groups work best

Find the Bright Spots1. Obsess about what’s going

well

2. Figure out why

3. Clone it

4. Apply it to other situations

Keep Trying

And finally, we are

FIT FOR GROWTH

Use a process

Find the right partner

Engage stakeholders

Review the easy & hard

Be realistic

Set goals

Hold people accountable

ONE STEP IN FRONT OF THE OTHER