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Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change Management Master Change Agent 1 Updated 11/7/2013

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Page 1: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

Catholic Health Initiatives Spiritual Care Champions

Organizational Change Management(OCM)

Presented by: Jerri Brooks

Director, Organizational Change Management

Master Change Agent

1Updated 11/7/2013

Page 2: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

Objectives• Making the case for why change leadership is needed and important to success

for Healthcare Spiritual Care Providers• Provide an example of how one system has implemented a systematic

methodology – CAP – CHI Connect and OneCare example (CHI Connect laying people off with compassion for the long term growth of an organization.)

• This is an introduction and will not make you an expert or master change agent• This presentation will provide you with information on a methodology for

initiating and sustaining change successfully and it will provide resource to learn more if you are interested. Prosci Denver based change research company, The Heart of Change Field Guide – Book

• We will suggest implications for Spiritual care and offer an opportunity for questions

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Page 3: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

Your Takeaway

• Listen and discern• Investigate the resources within your system

and get connected

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Page 4: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

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Understanding our Organizational Change Management Approach• What It Is• Where We “Live”•How We “Work”

Understanding and Connecting Our Strategic Intent

“Hard Wiring” Organizational Change Management• Competency Development

Organizational Change Management

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Page 5: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

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Develop leaders characterized by their abilities to manage legacy, results, relationships and strategic partnerships.

Implement workforce planning and practices to drive strategy, implementation and support a culture of greater consistency and high performance across CHI.

Design, implement and expand effective models for physician alignment and engagement that improve care delivery and affordability, financial performance and market growth.

PEOPLE

Cultivate and advance a ministry culture that forms, supports, and develops the necessary talent to become a leader in healthcare practice and outcomes.

Leadership Formation

Workforce Planning & Practices

Physician Engagement

Quality Stewardship Growth

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Page 6: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

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PEOPLE

Our ministry calls for exceptional people

Page 7: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

“As I look back now….I really believe GE was so successful because we became a factory for leaders, leaders leading change. It was fundamental to the results culture we depended on”.

- From the GutJack Welch (GE)

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Page 8: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

The Way Change HappensThe Change Acceleration equation:

E = Q x A3 Effective results (E) are equal to the quality of the solution (Q) times the acceptance (A) and accountability (A) for the implementation and ensuring that stakeholders have the ability (A) to achieve desired outcomes

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62% of quality efforts fail(from lack of attention to the cultural

and people sides of change – the “A”)

Page 9: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

Changing Systems & Structures

CurrentState

TransitionState

ImprovedState

Creating a Shared Need

Shaping a Vision

Mobilizing Commitment

Making Change Last

Monitoring Progress

Leading Change

Organizational Communications

Changing Systems & Structures

CurrentState

TransitionState

ImprovedState

Creating a Shared Need

Shaping a Vision

Mobilizing Commitment

Making Change Last

Monitoring Progress

Leading Change

Organizational Communications

Brainstorm Prioritize Brainstorm Prioritize

Issues / Barriers Solutions

Work-Out Methodology

CHI’s methodologies for leading change…and producing results

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Change Acceleration Process Methodology

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Page 10: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

Changing Systems & Structures

CurrentState

TransitionState

ImprovedState

Creating a Shared Need

Shaping a Vision

Mobilizing Commitment

Making Change Last

Monitoring Progress

Leading Change

Organizational Communications

Changing Systems & Structures

CurrentState

TransitionState

ImprovedState

Creating a Shared Need

Shaping a Vision

Mobilizing Commitment

Making Change Last

Monitoring Progress

Leading Change

Organizational Communications

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Page 11: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

Leading Change:Having a champion who sponsors the change. Leadership provides the time, passion and focus for the effort.

Changing Systems & StructuresMaking sure that the management practices are aligned to

complement and reinforce the change (staffing, development, measures, rewards, communication, organizational design, resources,

systems).

Creating a Shared Need The reason to change, whether driven by threat or opportunity, is instilled within the organization and widely shared through data, demonstration, demand or diagnosis. The need for change must exceed its resistance.

Shaping a VisionThe desired outcome of change is clear, legitimate, widely understood and shared.

Mobilizing CommitmentKey stakeholders are identified, resistance is analyzed, and actions are taken to gain strong commitment from key constituents to invest in the change and make it work.

Making Change LastOnce change is started, it endures and flourishes. Learnings are transferred throughout the organization. There is consistent, visible and tangible reinforcement of the change.

Monitoring ProgressProgress is real. Benchmarks are set and realize. Indicators are established to guarantee accountability.

CAP Model

Leading

Change

Systems

&

Structures

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Page 12: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

Issues and Barriers Solutions

Opening and Set-up

Planning &

Scoping

Before the Work-Out

During the Work-Out

Report outWrap up

Follow-upSummary

After the Work-Out

Diverge Converge Diverge Converge

Work-Out Basics The Process of a Work-Out

“Double Diamond”

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Page 13: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

A proven formula for results

CAP OverviewEffective Results (E) are equal to the Quality (Q) of the solution times the Acceptance (A) of the

idea and Accountability (A) and Ability (A) for the implementation

Q x A3 = E

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Page 14: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

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Where Organizational Change Management “Lives”

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Patricia G. WebbExecutive Vice President and Chief Administrative Officer /

Chief Human Resources Officer

Carol KeenanVice PresidentNational and

Corporate Services

Nada VanousVice President

Employee Benefits and Wellness

Regina HutchinsonVice President

Learning and Chief Learning OfficerEnterprise HR Executive Leader

Clarence HauerVice President, HR Strategy and Operations

Enterprise HR Executive LeaderHR Strategic Services and Service Delivery Model

Development

Marilyn Jones-DavisSenior Director

Organizational Change Management

Page 15: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

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How Organizational Change Management “Works”

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Certified Master Change Agents

Teaching &

Training

Priority(Chartered)Initiatives

Marilyn Jones-Davis Senior Director

Organizational Change Management

Carolyn FossDirector

Misty FrymanExecutive Assistant

Gary AltmanDirector

Jerri BrooksDirector

JudyAnn Mundis StephenDirector

Teri CloughDirector

Lisa ChapinManager

Page 16: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

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LER

Change Management competency is “hard wired” into CHI’s leadership

development and assessment

Annual Leadership Effectiveness Review

Performance Culture Assessment

Leadership Development

Executive Assessment Organizational Report

John Smith

Catholic Health Initiatives

July 2009

Executive Assessment Organizational Report

John Smith

Catholic Health Initiatives

July 2009

Assessment Areas

Work Style

Ambition

Reasoning and Decision Making

Leadership Effectiveness

Self Management

Assessment Areas

Work Style

Ambition

Reasoning and Decision Making

Leadership Effectiveness

Self Management

Career Ambition

Emotional Resilience

Problem Solving

Change Leadership

Work Approach

Opportunity for Development

Strengths

3

Sue

2

Bill

1

John

Career Ambition

Emotional Resilience

Problem Solving

Change Leadership

Work Approach

Opportunity for Development

Strengths

3

Sue

2

Bill

1

John

1. Integrity

2. Vision

3. Inspirational Leadership

4. Accountability

5. Innovation

6. Coaching & Developing Others

7. Rewarding Performance

8. Change Leadership

9. Collaboration & Teamwork

10. High Performance

Challenges the status quoChallenges the status quo

Q36. Takes personal ownership for leading change to deliver better results

Q38. Understands and applies Catholic Health Initiatives change management practices

Q36. Takes personal ownership for leading change to deliver better results

Q38. Understands and applies Catholic Health Initiatives change management practices

Change Leadership Aptitude / Experience

360o

PCA

Executive Assessment Recruitment

Annual Talent Reviews

Our ministry calls for exceptional people

Page 17: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

Organizational Change Management Vision & Elevator Speech

Vision: Ingrain a change management culture where leaders at all levels across the enterprise use and apply the Change Acceleration Process (CAP) as the foundation for leading change and utilize CAP & Work-Out tools in their everyday activities to support the accelerated pace, success and sustainment during the increased magnitude of change initiatives in healthcare.

Elevator Speech: OCM is about hardwiring change management as a critical success factor to build the acceptance, accountability and ability across the organization to reach success and insure sustainment of changes; Developing a change management culture and preparing leadership through leadership development, training, coaching and guidance for usage and measurement of CAP (Change Acceleration Process) and Work-Out. This is important because with the accelerated pace and increased magnitude of change within healthcare, leaders need strong change management competencies based on a common approach and language focused on the people side of change to manage the change and reach successful outcomes faster. We need your support and full engagement by applying change management into every aspect of your daily work.

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Page 18: Catholic Health Initiatives Spiritual Care Champions Organizational Change Management (OCM) Presented by: Jerri Brooks Director, Organizational Change

What Questions do you have?

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