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8/14/2018 1 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 42 nd 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 42 nd 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? Innovation and Excellence in Advanced Illness at End of Life

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Page 1: A Getting Things Done System for Leadership Session …cchospice.org/.../uploads/2018/08/E2-A-Getting-Things-Done-System-for-Leadership.pdfThe vision of the eagle Chapter 2: First

8/14/2018

1

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?

Innovation and Excellence in Advanced Illness at End of Life

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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

Innovation and Excellence in Advanced Illness at End of Life

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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

Innovation and Excellence in Advanced Illness at End of Life

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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

Innovation and Excellence in Advanced Illness at End of Life

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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

Innovation and Excellence in Advanced Illness at End of Life

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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

Innovation and Excellence in Advanced Illness at End of Life

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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

Innovation and Excellence in Advanced Illness at End of Life

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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

Innovation and Excellence in Advanced Illness at End of Life

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Chapter 9: Talk Don’t Cook Gumbo

• Getting Things Done

• Using One Note

• Email Tools

Innovation and Excellence in Advanced Illness at End of Life

Chapter 10: Virtuosic Communication

• Need to Know

• One to Ones

• Situational Leadership

Innovation and Excellence in Advanced Illness at End of Life

Chapter 11: Competent People =

Competent Organization

• Hiring great people

• Employee engagement, reward & recognition

• Competencies

• Bricoleur

• Learning plans

• Coaching/ mentoring

Innovation and Excellence in Advanced Illness at End of Life

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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

Innovation and Excellence in Advanced Illness at End of Life

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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?

Innovation and Excellence in Advanced Illness at End of Life

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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!

Innovation and Excellence in Advanced Illness at End of Life

What is YOUR Leadership System??

Innovation and Excellence in Advanced Illness at End of Life

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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?

Email

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

Innovation and Excellence in Advanced Illness at End of Life

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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

Innovation and Excellence in Advanced Illness at End of Life

Innovation and Excellence in Advanced Illness at End of Life

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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?

Innovation and Excellence in Advanced Illness at End of Life

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Contact Information

Chris Comeaux

President and CEO

Teleios Collaborative

Network

(828) 329-0175

[email protected]

Innovation and Excellence in Advanced Illness at End of Life