Physician Leaders Engaging Physicians to Lead:

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Physician Leaders Engaging Physicians to Lead: Keys to Success from the C-Suite to the Clinical Front Line AHA Physician Leadership Forum Webinar Series February 20, 2014 2:30-3:30 pm EST

Your Speakers Dr. Stephen Beeson is a board-certified family medicine physician, nationally recognized speaker, author, and physician leadership tool developer. Dr. Beeson has provided tools and tactics for engaging and training physicians for hundreds of medical groups and hospitals throughout the country. He recently founded The Physician Effectiveness Project at PracticingExcellence.com, a technology based physician skill-building and learning platform, launching February 2014. Stephen Beeson, MD Founder, PracticingExcellence.com Direct: 619-272-2212 stephen@practicingexcellence.com In September 2006, Dr. Beeson released his book, Practicing Excellence. A Physician's Manual to Exceptional Health Care which became a national best seller. In 2009, Dr. Beeson released his second book, Engaging Physicians: A Manual to Physician Partnership. This critically acclaimed book takes system leaders on a staged journey to physician enrollment in organizational change efforts. Tracy Duberman, Ph.D. is an executive coach, organizational development consultant, business owner, frequent keynote speaker, Board member of the Physician Coaching Institute, and a Fellow of the American College of Healthcare Executives. With a background combining business experience with innovative research on healthcare/physician leadership effectiveness, Tracy founded The Leadership Development Group, Inc. a firm devoted to developing healthcare leaders and physician executives. TLD Group works with leaders to improve performance through educational workshops, tailored on-site leadership development programs, and tailored individual coaching for physician and healthcare leaders. Tracy Duberman, Ph.D., MPH, FACHE President & CEO, The Leadership Development Group Direct: 973.722.4480 tduberman@tldgroupinc.com 2

Learning Objectives Gain knowledge of leadership competencies of highly effective physicians. Examine a roadmap for engaging all physicians as leaders from the C-suite to the clinical front line. Learn a two-step, top-down/bottom-up approach to promote leadership development and activate clinicians using a combination of engagement modalities. 3

Agenda Setting the Stage Roadmap to Engage Physicians to Lead Examples of Successful Tactics Q&A 4

5

The Vision: True Systemness 6

Physician Leadership is Critical to Physician Engagement and Embracing Change Physician engagement will predict organization culture and performance Physician leader skills are CRITICAL to executing engagement SKILLS to lead, enroll and engage can be learned 7

Physician Leaders Lead When: They can activate their colleagues to lead a clinical micro-system They define, embrace and support the physician role as team leader When we figure how physicians go from I have to get my stuff TO I understand my role to lead others to a place I want to go 8

9

Roadmap for Developing and Engaging Physicians 10

1. Prime the Organization Develop an organizational physician integration strategy for the future Obtain buy-in and commitment from CEO, senior executives and physician leadership Determine the physician leader target population Identify physician champions to activate clinical front-line Establish physician leadership steering committee and design team Establish an engagement and communication plan 11

2. Define Physician Leadership 12

3. Conduct Assessments Organizational Assessment Leadership Assessments 13

4. Design Approach Step One: Engage the formal leaders through alignment to the overall health system strategy Step Two: Provide tools to allow physician leaders to engage and activate the medical staff 14

Step One: Developing Physician Leaders Didactic Training: Structured training courses focusing on development of leadership skills and competencies 10% 20% Assessment & Coaching: Mentoring and networking; assessments, coaching and feedback 70% Action Learning: Process to apply learning and develop leadership competencies through work on real business problems 15 15

Sample Multi-Dimensional Program to Engage and Develop Physician Leaders Learning Components Description Focus In-Classroom Didactic Training Leadership Assessment, Feedback and Individual Development Planning Lecture series delivered by national experts and TLD Group physician faculty on priorities for change Develop specific leadership behaviors for enhanced leadership effectiveness Creating high performing clinical care teams Business fundamentals for physician leaders Enhancing physician performance Emotionally intelligent leadership Leading Self Self Awareness Self Management Self Development Leading Others Building Effective Teams Communicating & Inspiring Leading Change Resiliency Courage & Authenticity Change Management Leading Results Decisiveness Systems Thinking Business Acumen Action Learning Small groups of physician leaders worked collaboratively with colleagues to derive solutions to strategic / management issues while developing leadership skills Examples of strategic action learning projects: How do we grow the business? How to reduce utilization while maintaining quality? How physicians can improve patient outcomes? How do physician leaders execute on their roles and responsibilities? 16

Step Two: Physician Leaders - Activate Clinical Front Line Leaders activating leadership basics: Recurrent theme as Physician as team leader How we show up will make or break the team Model leader attributes you want from physician colleagues 17 17

Activating Physicians Select physician based on leadership capacity Use formal and informal communication channels physician as team leader Physician as leader and influencer can transition from back seat victim to front seat contributor Provide them SIMPLE frontline physician development on leading teams Mindset (Our stance ) Giving and receiving feedback

5. Deliver Implement top-down approach, as appropriate Assign individual and team leading and learning on-the-job projects Provide individual and team coaching Create and deliver learning modules Implement bottom-up approach Provide scalable physician team leading development Investing in physicians to lead and create influence is as good for them as it is for the team 19

6. Measure Top-Down Approach Monitor individual and team progress, as appropriate Measure overall impact based upon agreed upon measures of success Bottom-Up Approach Employee satisfaction Patient satisfaction Harvest rapid feedback loops and BROADCAST!! 20

7. Sustain Establish strategies for sustainability including: Mentorship programs Physician selection, orientation and skill building commitments Code of Conduct Ongoing physician leadership development tracts 21

Critical Success Factors for Physician Leadership Engagement 22

Q&A Stephen Beeson, MD Founder, PracticingExcellence.com Direct: 619.272.2212 stephen@practicingexcellence.com Tracy Duberman, Ph.D., MPH, FACHE Founder, The Leadership Development Group Direct: 973.722.4480 tduberman@tldgroupinc.com