IU Healthcare Management Consulting Group

1. IRHA Conference 2011“Ineffective Trustee & Physician Leadership: The Cost & the Cure”Presented by: IU Healthcare Management Consulting GroupSenior Advisors: Jack Bebiak & Sara Johnson

2. IU Healthcare Management Consulting Group Introduction The IU Healthcare Management Consulting Group (IUHMCG)was formed to utilize the talents of the IU Department of Public Health, Division of Health Policy & Management, to advance the performance of healthcare provider organizations in improving health system performance for excellence in patient care outcomes. The Purpose of the IU HMCG is: • To facilitate the development of needed health policy through applied research in collaboration with healthcare related parties. • To translate applied research findings with “best in class” measures directly to provider organizations and associations. • To advance Organizational & Leadership Effectiveness through tailored Education & Group Facilitation Programs. • To enhance the Effectiveness & Value of IU, the IU School of Medicine & the Center for Health Policy for the greater good of the State & Nation.

3. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” Message: Leadership, is the greatest difference maker between organizations. Redefining leadership roles, performance expectations; unified across the organization’s leadership groups, is a prerequisite for survival & success in healthcare.

4. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” • Background and Learning Objectives • Reveal new leadership requirements for Trustees, Physicians & Executives • Facilitate your reflection & assessment of Leadership Performance at your organization • Provide insight into the differing Core Competencies that ensure the effectiveness of Trustees, Physicians and Executives • Provide references and resources for Leadership Excellence at your organization

5. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” II. Definition of Leadership & its context for today’s Discussion The Four Cornerstones: “Exceptional Leadership”, Dye & Garman, ACHE

6. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” III. The Cost of Ineffective Leadership: Shared Experiences; Impact on $, Time, Performance, & Future (Awareness, Vision, People, Execution) • Trustees • Physicians • Leadership groups as a whole

7. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” IV. Leadership Effectiveness Challenges of Today • Transformation-Higher performance expectations, with less reimbursement in collaboration with other’s; contrary to independent focus • Reinvention-Redefining Org & Leadership roles within a new care delivery model for the Org; contrary to being the “Hub” & self-interest focus • Innovation-Doing more with less for patient health, leveraging creative thought; contrary to an internal business as usual focus • New Tools- Process compliant, integrated technologies, complex & complicated issues; contrary to “top of mind” business as always focus • New Leadership Competencies-Integrity, info-driven decision making, team work, different generations & skills, detail coordinated execution of plans Others?

8. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” V. Let’s assess the transformational Leadership competencies of Trustees, Physicians, & Executives (Exhibit A)* • A. Rate the degree to which each group has well defined Leadership roles & Expectations • B. Rate each group’s record of exceeding Leadership Performance • C. Rate the degree to which each group Works Effectively with the other two • D. Rate the degree each group will need to acquire & deploy new Leadership Core Competencies (individual & group) *Your conclusion on the current and future state of Leadership Excellence for your organization

9. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” VI. Organizational Leadership Culture Needs & Capabilities Self-Assessment (Exhibit B) Purpose: Identify your Leadership Culture improvement priorities Instructions: 1.Review Self Assessment Survey for reflection and application 2. Complete Self-Assessment for National comparative, assessment, & suggestions Example: Performance Level Need/ 1 2 3 4 5 Importance Totals Complete survey online: www.provider-works.com Home Page

10. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” VII. Changing Demands & Performance Requirements for Trustees “Governance as Leadership”, Chait, Ryan & Taylor, Board Source

11. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” VII. Changing Demands & Performance Requirements for Trustees (continued Policy-Driven Board Leadership- Four Quadrant Circle • Organizational “Ends” 2. Organizational “Means” 3. Board/CEO “Interface” 4. Board Practice “Job & Processes” Leadership Decision Making Level • Board B. Board Chair w/CEO C. CEO D. Inappropriate for Board “Boards That Make a Difference”, Carver, Jossey-Bass

12. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” VIII. Changing Demands & Performance Requirements for Physicians (Exhibit C) • Self-Awareness- Awareness of your own emotions, Knowledge of your strengths & weaknesses, Confidence in your abilities • Self-Management- Emotional Self Control, Honesty & Integrity, Flexibility in adapting to different circumstances & challenges, Initiative and Optimism • Social Awareness- Empathy for others, Awareness of the Organization’s needs • Relationship Management- Mentoring others through feedback & coaching, Inspiring others toward a common goal, Building bonds, Managing conflict “Physician Leadership: A New Model for a New Generation”, AAFP, Family Practice Magazine, February, 2006, Emotional Intelligence Competencies for: “Team (We) versus I (Me)”

13. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” VIII. Changing Demands & Performance Requirements for Physicians cont’d (Exhibit D) • Premise: Health care’s new leaders must organize doctors into teams; measure their performance not by how much they do but by how their patients fare; deftly apply financial & behavioral incentives; improve processes; and dismantle dysfunctional cultures. • Key Physician Leadership Core Competencies: • Communication -- Team Building • Strategic Planning -- Negotiation • Relationship Building -- Behavioral Economics • Systems Theory “Turning Doctors into Leaders”, Harvard Business Review, April 2010, Thomas Lee, M.D., Professor & President of Partners Health System, Boston, MA

14. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” IX. Changing Demands & Performance Requirements of Executives

15. Ineffective Trustee & Physician Leadership: “The Cost & the Cure” Definition of Leadership & its context for today’s Discussion; Unified Trustee, Physician & Executive Leadership The Four Cornerstones: “Exceptional Leadership”, Dye & Garman, ACHE

16. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” X. References, Resources and IUHMCG Offerings A. References- Bibliography of presentation available upon request The Governance Institute, Kaufman Hall, Thomas Lee, M.D., President of Partners Health System, Poudre Valley Health System, CPE, Baldrige 2008 B. Resources- The presenters have an inventory of tools (policies, processes, programs) for translating presentation concepts for Trustee or Physician leadership performance improvement initiatives. C. IUHMCG Offerings- Leadership services consultation, Health Policy applied research & translation, Training, Assessing the impact of Industry trends, Group facilitation of retreats & “cameo” presentations, process improvement support, and service integration problem-solving.

17. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” XI. Conclusion & Thank You Message: Leadership is the greatest difference maker between organizations. Redefining Leadership Roles, performance expectations; unified across the organization’s leadership groups, is a prerequisite for survival & success in healthcare. Executives have the greatest leadership knowledge & experience to effectively address this prerequisite Best wishes for enjoying the excitement of professional learning, growth, & professional satisfaction of Healthcare –Thank you

18. “Ineffective Trustee & Physician Leadership: The Cost & the Cure” • Contact Information Jack Bebiak, MBA, Senior Advisor Sara Johnson, MHA, FACHE, IU Faculty ProviderWorks, LLC IU School of Medicine 317.473.3088 Department of Public Health jbebiak@provider-works.com Division of Health Policy & Management www.provider-works.com 317.278.5692 smj3@iupui.edu President, Perspective, LLC 317.251.9926 sjohnson@getperspective.com Self-Assessment Survey Comparative, Assessment & Suggestions: www.provider-works.com Home Page