Culture Transformation Through Development of Microsystem Clinical Leadership

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Culture Transformation Through Development of Microsystem Clinical Leadership Gay L. Landstrom, PhD, RN, NEA BC Regional Chief Nursing Officer Ascension Michigan Objectives Discuss the process of assessment, planning and implementation of a leadership development program in a US healthcare system, focused on both changing individual skills of the microsystem leaders and organizational culture Describe the barriers encountered, as well as the counter measures employed Discuss the outcomes and lessons learned from system wide leadership development 2 1

The Organization Ascension Michigan 3 Great leaders gain authority by giving it away. James B. Stockdale 4 2

Assessment of Culture and Need Beginning with the End in Mind Microsystem Leadership critical to every goal: Safety and Quality of patient care Stable and engaged workforce to deliver patient care Efficient delivery of patient care Fulfillment of the mission of the organization 5 Assessment of Culture and Need Methods Interviews Focus groups (e.g. nurses with >20 years experience) Education needs assessment Work Environment Survey 2016 (NDNQI) Analysis of span of control (managers with >100 direct reports Records of education program attendance in recent years 6 3

Assessment of Culture and Need Findings Little leadership development training in past 4 years Limited training in LEAN process improvement Relationship, coaching, mentoring, and emotional intelligence skills deficient. Defaulting to autocratic, knowing/telling, even bullying behaviors Unstable workforce with nursing turnover of >28% annually, some units with >40% Shared decision making structures <21% of departments with active, engaged staff Stagnant quality improvement, with mediocre outcomes 38 managers with >100 direct reports, 19 with >200 Little understanding of changes in healthcare, with no sharing of that changing context with staff 7 Planning Framework Competencies for Nurse Executives (AONE) Behaviors for nurse leaders: communication and relationship building, knowledge of the healthcare environment, leadership, professionalism, and business skills Link with LEAN improvement methods (Key Process Indicators, daily huddles, etc.) with added focus on self awareness, developing relationships, engagement, shared decision making, emotional intelligence, retention of staff Unlearning of old behaviors, as well as acquisition of new leadership behaviors Focus on patient care and achieving best patient and nurse outcomes (Kutney Lee, et al, 2016) 8 4

Planning AONE Leadership Competency Model 9 Implementation Phase I June-November 2017 Didactic/experiential learning: Rounding, listening, feedback Shared decision making Retention strategies for all generations Emotional intelligence Coaching for improved performance Crucial Conversations Mentoring 10 5

Implementation Dealing with the Barriers Senior Leader Support Sensemaking to connect leader development to desired outcomes Financial investment Maximizing internal resources Lack of role models Creating the expectation/role model cascade Unlearning behaviors Naming behaviors as they surface Reinforcement/Sustainability Ensure nothing reinforces the old behaviors Embed expectations in job descriptions Embed measurement in performance review system, compensation Recognition program The need to stay the course 11 Implementation Recognizing desired behavior Starfish Award for Nurse leaders Intended to recognize and reward Nurse Leaders for behaviors that promote: 1. Empowerment of staff in decision making 2. Development of skills and excellence in staff members 3. Intentional succession planning and career progression of individuals 12 6

Outcomes Work Environment Survey Quality improvement Patient Experience Turnover 13 Work Environment Survey Unit Response Rate ND 81% 71% Mean 2017 2016 Mean Practice Environment Scale (Score 1 4) 3.02 2.97 2.85 Collegial Nurse Physician Relations 3.15 3.07 3.04 Staffing & Resources 2.74 2.79 2.52 Nurse Manager Ability, Leadership, Support 3.10 Nurse Participation in Hospital Affairs 2.92 Nursing Foundations for Quality Care 3.13 3.06 2.95 2.83 2.72 3.10 3.02 Job Enjoyment (Score 1 6) 4.18 4.24 3.98 14 7

Work Environment Survey Unit Response Rate ND 81% 71% Mean 2017 2016 Mean Practice Environment Scale (Score 1 4) 3.02 2.97 2.85 Collegial Nurse Physician Relations 3.15 3.07 3.04 Staffing & Resources 2.74 2.79 2.52 Nurse Manager Ability, Leadership, Support 3.10 Nurse Participation in Hospital Affairs 2.92 Nursing Foundations for Quality Care 3.13 3.06 2.95 2.83 2.72 3.10 3.02 Job Enjoyment (Score 1 6) 4.18 4.24 3.98 15 Work Environment Survey Unit Response Rate ND 81% 71% Mean 2017 2016 Mean Practice Environment Scale (Score 1 4) 3.02 2.97 2.85 Collegial Nurse Physician Relations 3.15 3.07 3.04 Staffing & Resources 2.74 2.79 2.52 Nurse Manager Ability, Leadership, Support 3.10 Nurse Participation in Hospital Affairs 2.92 Nursing Foundations for Quality Care 3.13 3.06 2.95 2.83 2.72 3.10 3.02 Job Enjoyment (Score 1 6) 4.18 4.24 3.98 16 8

Quality Improvement Critical Success Factor Metric SJHMC SJHMC SJPPP SJPPP SJPMO SJPMO 2016 2017 2016 2017 2016 2017 Clinical Excellence CLABSI 1.52 1.39 0.83 0.31 0.94 0.81 Clinical Excellence CAUTI 1.26 1.19 0.64 0.34 0.57 0.25 17 Patient Experience Critical Success Factor Metric SJHMC SJHMC SJPPP SJPPP SJPMO SJPMO 2016 2017 2016 2017 2016 2017 Patient Experience HCAHPS Overall 69.2 70.5 72.6 74.8 62.5 61 18 9

Staff Turnover Critical Success Factor Metric SJHMC SJHMC SJProv SJProv SJPP SJPP SJM SJM SJO SJO 2016 2017 2016 2017 2016 2017 2016 2017 2016 2017 Model Nursing CommunityTurnover 26.70% 22.50% 28.10% 21.80% 32.80% 30.70% 27.60% 20.70% 24.60% 23.50% 19 Case Study #1 Nurse Manager Manager 4 years No leadership development other than graduate school Role models taught stern, bullying, teller style Turnover 34% in 2016 CLABSI 2.1/1000 line days : Staff actively engaged in shared decision making structure Turnover 27% CLABSI 0 incidences over past 9 months Manager revealed that she was intending to leave organization, now in succession plan to become a director 20 10

Case Study #2 Leader Behavior During Planned Change Downturn in revenue, requiring reduction of staffing in multiple hospitals, clinics, and ambulatory services : Leaders engaged the staff in looking at waste in processes, opportunities for improvement, ideas for new models of care Discussions with staff included changes in healthcare environment Staff input influenced the plans for how the new staffing targets would be met Staff engaged in helping to implement and monitor the outcomes of the changes 21 Lessons Learned Investment in leadership development yields a strong ROI Retention of staff and leaders results in the building of momentum in improvement and satisfaction Focus on self awareness, presence, relationship building, leadership behaviors in a shared decision making environment, emotional intelligence creates capacity for the organization to deal with potentially disruptive challenges Must deal with the leaders at all levels adopting the new leadership behaviors Mentoring accelerates and reinforces the learning and behavior change 22 11

Questions 23 Contact Gay Landstrom, PhD, RN, NEA BC gay.landstrom@ascension.org 1 586 753 0677 12