a getting things done system for leadership session...
TRANSCRIPT
8/14/2018
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A Getting Things Done System for Leadership
Chris Comeaux, CPA, MLAS
President/CEO
Teleios Collaborative Network
Innovation and Excellence in Advanced Illness at End of Life 42nd Annual Hospice & Palliative Care Conference – September 2018 – Charlotte, NC
Session Objectives
At the conclusion of this session, the participant will be able:
– To discuss this thing people call “leadership”
– To describe the four primary on-going, never-ending tasks of leadership
– To identify core principles of leadership
– To explain why you need a leadership system
– Understand the “Getting Things Done System”
Innovation and Excellence in Advanced Illness at End of Life The Carolinas Center’s 42nd Annual Hospice & Palliative Care Conference – September 2018 – Charlotte, ,NC
Vision of an Eagle
• Did you know an Eagle can see in two directions at once?
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The Cow Story
Innovation and Excellence in Advanced Illness at End of Life
The Four Primary Tasks of a Leader
• Mastering yourself
• Organization making
• People making
• Meaning management and lexicon
Innovation and Excellence in Advanced Illness at End of Life
Core Strategems
• Great and worthy purpose• Strategic ownership of problems• Making possible what is necessary and making•necessary what is possible• Accomplishment thinking vs activity thinking• Relating to people as people, things as things,• ideas as ideas, and the world as a given• Assuming that everything is done or not done•by choice• Making learning mode necessary• Bringing life back into the performance of every role
and hence daily life itself
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TCN Definition of Leadership
• Self-Mastery
• Caring for Others
Innovation and Excellence in Advanced Illness at End of Life
at TCN, Leadership is:
Self-Mastery
• You cannot lead others if
you are not on a journey
to be the master of
yourself. This is a life
long journey with no
destination but you have
to be on the journey. If
not, you will not be good
for yourself and certainly
you will not be effective
leading others.
Caring for Others
• This means that you
will not let those whom
you have been
entrusted to lead to
default themselves.
You will provide
guidance, challenging,
mentoring, coaching,
and unconditional love
for them to realize
their best selves.
Innovation and Excellence in Advanced Illness at End of Life
Quint Studer: Nine Principles to Organizational Culture Change
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Good to Great to Hardwiring Excellence
Tell Us Why and What Tell Us How
Innovation and Excellence in Advanced Illness at End of Life
Healthcare FlywheelSM
Innovation and Excellence in Advanced Illness at End of Life
The Studer SystemLeadership evaluation
Rounding
Key words at key times like AIDET
Effective meetings
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Traction
• Entrepreneur
Operating
System
• It’s a leadership
system
Innovation and Excellence in Advanced Illness at End of Life
The TCN Leadership System
Innovation and Excellence in Advanced Illness at End of Life
The Operating System
1. First Things First
2. High Performance Planning
3. How to Eat the Elephant
4. Fluid and Dynamic
5. The Best Way to Predict the Future
6. The Right People
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Chapter 1: Preliminaries
Innovation and Excellence in Advanced Illness at End of Life
Why you need a leadership system
• The definition of leadership
• The four primary, on-going, never ending tasks of a leader
• The core stratagems
• The role of followership
What is leadership
The vision of the eagle
Chapter 2: First Things First
– Mission, Vision, Values
– The Economic Model
– 3 Uniques
– Our Guarantee
Innovation and Excellence in Advanced Illness at End of Life
Chapter 3: High Performance Planning
• Role of strategic leadership
• Eeds, FEEs, competitive reviews
• 10-year target
• 3-year picture
• Pillars
• Annual goals, 20 Mile March, Know Your Numbers, and scorecards
• The Annual Journey Plan
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Chapter 4: How to Eat the Elephant
Innovation and Excellence in Advanced Illness at End of Life
• Action plans
• Quarterly Rocks
Chapter 5: Fluid and Dynamic
• Issues lists
• 3 types of issues
This Photo by Unknown Author is licensed under CC BY
Innovation and Excellence in Advanced Illness at End of Life
Chapter 6: The Best Way to Predict the Future Is
• Litmus Test
• Capital Plan
• Prow of the Ship Questions
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Chapter 7: The Right People on the Bus
• Organization structure:
composing the
organization
• Role descriptions
• Learning plans
• People stratification
• Evaluation
Innovation and Excellence in Advanced Illness at End of Life
The Software
1. Death by Meeting
2. Talk Don’t Cook Gumbo
3. Virtuosic Communication
4. Competent People = Competent
Organization
5. Teamwork Makes the Dream Work
6. Quality is Everyone’s Business
7. A Culture of Service
8. You Don’t Need an MBA to Understand
Numbers
Innovation and Excellence in Advanced Illness at End of Life
Chapter 8: Death by Meeting
• Meeting Design Tools
• Meeting Inventory
• Action Planning Teams
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Chapter 9: Talk Don’t Cook Gumbo
• Getting Things Done
• Using One Note
• Email Tools
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Chapter 10: Virtuosic Communication
• Need to Know
• One to Ones
• Situational Leadership
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Chapter 11: Competent People =
Competent Organization
• Hiring great people
• Employee engagement, reward & recognition
• Competencies
• Bricoleur
• Learning plans
• Coaching/ mentoring
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Chapter 12: Teamwork Makes the
Dream Work• Management by
strengths (MBS)
• Forming, Storming, Norming, Performing
• Managing change and transitions
Innovation and Excellence in Advanced Illness at End of Life
Chapter 13: Quality is Everyone’s Business
• Best Practices
• Proven process
• Lean
methodology
• Quality standards
(QAPI Inquiry)
• Quality tools
Innovation and Excellence in Advanced Illness at End of Life
Chapter 14: A Culture of Service
• Customer service
• Service recovery
• Service standards
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Chapter 15: You Don’t Need an MBA to Understand
Numbers• Quantitative decision making
• Finance 101: KPI’s
• Resources and Position Control
Innovation and Excellence in Advanced Illness at End of Life
The Closing Chapter…….
Innovation and Excellence in Advanced Illness at End of Life
So what is the most brilliant system of a
delivery model of
healthcare ever devised?
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HOSPICE!
• Holistic care• IDG • Care plan• Great cause
and purpose• Communication
skills
Innovation and Excellence in Advanced Illness at End of Life
You Need a Leadership System?
• Step 1 – Establish Mission, Vision, & Values
• Step 2 – Create a strategic direction with measurable
goals based on your Mission, Values & Vision
• Step 3 – Have an Operational Plan with Action Plans
• Step 4 – You need a system that supports those things
get done as well as a way to navigate the unexpected
That’s Why!
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What is YOUR Leadership System??
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Getting Things Done System
Innovation and Excellence in Advanced Illness at End of Life
So how do I get stuff done…with all this coming at me?
Voicemail
Cell phone
Instant messaging
More demands
More with less
Financial pressures
Family pressures
Innovation and Excellence in Advanced Illness at End of Life
Get the Big Rocks in First
• Step 1 – Develop Mission & Values
• Step 2 – Have a clear Vision
• Step 3 – Create measurable Goals
• Step 4 – Have a 90 Day Action Plan
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Fundamentals of the Getting Things Done System
I. Calendar
II. Task List
III.Intake System
IV.Reference System
V.Daily/Weekly Review
Innovation and Excellence in Advanced Illness at End of Life
V. The Daily and the Weekly Review
• Review on Friday before you leave, on
Sunday, or first thing Monday
• Make sure everything is processed and in
• your system
• Review your calendar with 2 to 3 week view
• Determine “Big Rocks” for next week based
• on upcoming priorities
• Daily review is an abbreviated version of the
above
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Innovation and Excellence in Advanced Illness at End of Life
Take the Getting Things Done System fundamentals:
1. Pick your tools for each fundamental
2. Commit to use for the next 21 days
3. Send Chris an email after 21 days
1. What’s working well?
2. Where are you struggling?
Innovation and Excellence in Advanced Illness at End of Life
Vision of an Eagle
• Did you know an Eagle can see in two directions at once?
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Contact Information
Chris Comeaux
President and CEO
Teleios Collaborative
Network
(828) 329-0175
Innovation and Excellence in Advanced Illness at End of Life