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Page 1: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration
Page 2: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Changingthewaywelead…AgileOperations:

Jennifer Richardson, Senior Vice President OperationsBlue Cross & Blue Shield of Nebraska

Page 3: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Wherewewere…Thehealthinsuranceindustry…Whetwewere…

DataWarehouse

v.1

Corelink

TheAffordableCareAct

KeepYourPlan

CHI

Sustainability

20092010

20112012

20132014

20152016

AgileIntroduced

LeanIntroduced

CentralCity

Migration

ITStableTeams

AgileOperations Enterprise

CommandCenter

AgileGovernance

PrioritizedBacklog

Page 4: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Wherewewere…ClaimOperations…wewere…

• ClaimsSystemmigration:Firstgroupsmigratedin2009:completelyalteredworkflow

• “Staffedup”Operationstoensureaseamlesstransitionforourmigratingmembers

• Bymid-2010,operationsstaffwasatall-timehigh,wefaceddownsizingpost-migration

• Dueto2monthgraceperiod,½ourstaffmetproductivitygoalsonlyeveryothermonth

• Entitlementculture

• ACApromptedcontinualchanges

• Archaicleadershippractices

• Productivitydrivenwork

• LetterstoCEOfromauditors:productivitygoals“unfair”,we“owe”themajobuntilretirement

Page 5: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Leadership:• Hiredforsubjectmatterexpertise• CommandandControl• InconsistentLeadership• Highlyempathetic/maternal• Createdentitlementculture• Processcontrolledaction

Work:• Significantwasteinprocess

• Bottlenecks• Slowdeliveryspeed

• Qualitychallenges/rework• Processheavy

• Reliantonovertime

Thechallenge…

Page 6: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

lackofcriticalthinking

timespentfire-fighting

cultureofentitlement

burnout+spreadtoo

thin

decisionshappenin

silos

over-production,

duplicateworkbetweenareas

over-reliantonprocess

bottlenecks“that’snotmyjob.”

maternalistic

compliancefocused

lowtolerance

formistakes

reactive

lowteammorale

leadersasproblem

solvers/heroes

specializedroles

administratorsacceptanceofstatusquo

reactivecapacityplanning

Page 7: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

• Typical4weekLeanKaizen– Firstthreeweekswithco-leads– Lastweekwithcrossfunctionalteamof5-7

• Eachleaderrequiredtolead2peryear• Implementbyendof4th week• Teamreportoutatendofweek4

Oursolution…IntroduceLeanModel…were…

Page 8: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration
Page 9: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

• ServantLeadership– Factorymodel- weallcontributetothewhole– Focusonprovidingsupportandleadershiptofrontlineemployees

• Facilitation– Learntospeakup– Drivehealthyconflict

• Shadow– Adopt- Modify

LeadershipTraining

Page 10: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

LeanProgramLeadershipGrowth…

constantevaluationandsharingofresources

questionoldpolicies

focusoncontinual

improvement

managersowningtheprocess

empoweredaction

reducedcomplacency

intunewith“layerbelowthesurface”

bettercommunicatio

n

Page 11: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

LeanProgramWorkResults…

0

50

100

150

200

250

300

350

400

450

500

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

#ofEmployees

0

500

1000

1500

2000

2500

3000

3500

2010 2011 2012 2013 2014 2015 2016 2017 2018

ClaimsperEmployee

Page 12: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Leanbroughtsignificantimprovements,buttherewasstillachallengingpathahead…

Page 13: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

LeadershipTeamChallenges:– Managerassignedwork– PendandWait– ProductivityFocused

TimeSpent:

WorkChallenges:• Largebacklogofwork

• Constantlychangingpriorities• Silos,handoffs,lackofcollaboration

• Qualityandreworkissues• Heavyprocess

Thenextchallenge…

workmanagementandfire-fighting

processimprovement

PeopleDevelopment

Page 14: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

falseprogress:start+never

finishtimespentfire-fighting

burnout+spreadtoo

thin

decisionshappenin

silos

emailasprimary

communication

over-production,

duplicateworkbetweenareas

unproductiveconflict

pendandwait

peopledevelopmentnotprioritized

lackofresults

thegrapevine

lackofabilitytorespondtomarket

conditions

politicsandturfwars

Page 15: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

TheSolution…

• WorkforceTeam:• Evaluatesallworkloadsandassignswork• Resolvesimpediments• Accountabletotheteamforresults

• WorkforceLeaders:• Workmanagement• Firefighting• ResourceCapacityReview

Completedindailystandups

workmanagement

peopledevelopment

Fire-fighting

processimprovement

ResourceManagers:• PeopleDevelopment• ProcessImprovement

Separateworktoensureappropriatefocusonpriorities

Page 16: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Delivery Manager

Business Advisor

Workforce Manager

Resource ManagersStand-Up

ManagersTeamLeads

SMEsfromotherareas

Workforce Management Team Leadership Triangle in Operations

FUNCTIONAL LEAD FACILITATION

EXECUTE

STRATEGY

PRIORITIZE

Page 17: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

• Improveturn-aroundtimeforourCustomers• Prioritizebacklogs&queues• Removeimpedimentsfromauditingteams• Increaseexposuretootherlinesofbusiness• Increasedflexibilitybyresources• Strategizethetechnicalandbusinesschanges• Improvecommunicationacrossteams• Eliminateredundancyandduplicateworkefforts• Createmorevisibilityandtransparencyinordertobemore

proactivethanreactive

ResponsibilitiesoftheWorkForceTeam

Page 18: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

• Improveturn-aroundtimeforourCustomers• Beaccountableatdailystandupsforanyagedclaims

• Cometothestandupandexplainanyclaimover30daysandwhatimpedimentsstandinthewayofprocessing

• Bringanyimpedimentstoprocessingtodailystandup

NOTE:Notallstaffattendsstandups.Leadsrepresenttheteamsgenerally.Anyauditorswithclaimsover30days(orhighdollars)cometothestandup.

ResponsibilitiesoftheStaff

Page 19: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

• Coachinganddevelopingteammembers• Budgets• EmployeeProgressionProgram• ProcessImprovements• Hiring,rewardprogramsanddisciplinaryactions

ResponsibilitiesoftheResourceManagers

Page 20: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

The Agile Practices we use in OperationsServant Leadership

Visual RadiatorsStand-Ups

RetrospectivesDemos

Collaboration SpacesJust Enough, Just in Time

Define “Done”

CLARITY * FOCUS * EXECUTION * CULTURAL TRANSFORMATION

Page 21: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Claims Workforce Management

Page 22: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

OperationsStandup…

Page 23: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

LeadershipTeam TacticaltoStrategicLeadership:• Visionary

• BigPicture/dotconnector

• Strategicplanning

• Valuefocus

• Effectiveinitiativeowner

• Continuousimprovement

• Effectivefacilitator

• Influentialchangeleader

• Coachandmentor

• Servantleadership

Page 24: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

AgileOrganizationalStructureVPClaims

DirectorClaims

Manager

DirectorClaims

Manager Manager

DirectorClaims

Manager Manager

Before:

After:

Page 25: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Howarewemeasuringsuccess?

Collaboration + 42% ▲Trust + 37% ▲Respect + 27% ▲Customer Focus + 27% ▲Innovation + 25% ▲Team Management + 23% ▲Optimism + 22% ▲

Culture

Workable Claims/FTE + 20% ▲Transactional Measures + 10% ▲Aging Claims Reduced

Productivity

Page 26: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

COLLABORATION:WeworkasaTeamtofindthebestsolution.Wespeakupwhenweknowsomethingiswrong.Succeedingasateamisasimportantassucceedingindividually.

RESPECT:Thereisanatmosphereofmutualrespectandgenuinepositiveregard.Contemptandhostilityarenottolerated.WeempowerothermembersoftheTeamtocontribute.

CUSTOMERFOCUS:AsaTeam,weputourselvesinourCustomer’sshoes.Wemakesounddecisionstomeettheirneeds.Wedonotignoreproblemsoutsideourareasofresponsibility.

TEAMMANAGEMENT:HelpTeamMembersgrowanddeveloptheircareerplan.ManagershelpimprovetheoverallprocessesoftheTeam.

INNOVATION:OnthisTeamwespeakupaboutourideasandlookforopportunitiestoperformourjobbetter.Wedonotholdontooutdated,inefficientwaysofdoingthings.

OPTIMISM:TheTeamhasaninspiringsharedvision.Theyareenthusiastic,forwardlookingandappreciativeofeachother.Therearelowlevelsofcynicism,pessimism,helplessness,hopelessnessordwellinginthepast.

Page 27: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

• Veryhard,butveryrewarding.Adapttothepaceofchange

• Gotogether.Wemadethesechangeswithourexistingleadershipteam

• Inspectandadapt• Alwaysadheretocoreprinciples• Empowerthemanagementteam.Teachthemtoengageinstrategicleadership

LessonsLearnedandChallenges

Page 28: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

• Greatatexecution– needtobalancewithsuccessfulachievementofmeaningfulresults

• Playtowin

Upcomingchallenges…

Page 29: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

• https://youtu.be/nhe0KSGoUgc

[email protected]

Page 30: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

+ Discontinueameetingthatnolongerprovidesvalue.

+ Lookataprocess&suggestimprovements.

+ Sendasurvey;usefeedbacktoimprove.

+ Whenyoumakeamistake,talkaboutit.

+ Adjustpriorities.

+ Experiment.Trysomethingnew.

Adaptability Adaptability…

Page 31: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

+ Suggestasolutioninsteadofcomplaining.

+ Askifyoucantaketheleadonsomething.

+ Speakupwhensomethingdoesn’tmakesense.

+ Peopleclosesttotheworkmakedecisions.

+ Engagetheteaminabrainstormingsession.

+ Ask:“Whatdoyourecommend?”

+ Tellsomeonewhatyouwant,not howtodoit.

Empowerment…

Page 32: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

+ Communicatethe“why”behindadecision.

+ Q&Asessionswithleadership.

+ Havemeetingsinopenspaces.

+ Keepdoorsopen.

+ Admitwhenyoudon’thavetheanswer.

+ Clarifyyourpriorities.

+ Visualizethings.

+ Celebratewhenyoureachateammilestone.

Transparency…

Page 33: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration
Page 34: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration
Page 35: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Ifyouwanttogoquickly,goalone.Ifyouwanttogofar,gotogether.

Africanproverb

Page 36: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

Theflowerthatbloomsinadversityistherarestandmostbeautifulofall.-WaltDisney

Page 37: Agile Operations Changing the way we lead…...2016/08/20  · The Agile Practices we use in Operations Servant Leadership Visual Radiators Stand-Ups Retrospectives Demos Collaboration

CharlesDarwin

“It is not the strongest of the species that survives, nor the

most intelligent. It is the one that is most adaptable to change.”

“It is not the strongest of the species that survives, nor the most intelligent. It is the one

that is most adaptable to change.”