5 Tips for Successful Goal Setting

Transcription

1 5 Tips for Successful Goal Setting Kelly Dickey Accountability Coach Specialist August 2016

2 Execution Framework: Evidence-Based Leadership SM LEADER EVALUATION Implement an organization-wide leadership evaluation system to hardwire objective accountability LEADER DEVELOPMENT Create process to assist leaders in developing skills and leadership competencies necessary to attain desired results MUST HAVES Rounding, Thank You Notes, Employee Selection, Pre and Post Phone Calls, Key Words at Key Times PERFORMANCE GAP Re-recruit high and middle performers, Move low performers up or out STANDARDIZATION Agendas by pillar, peer interviewing, 30/90 day sessions, pillar goals ACCELERATORS Leader Evaluation Manager Validation Matrix SM Provider Feedback System SM Studer Group Rounding Patient Call Manager TM 2

3 Discussion: If you could change anything about how your organization aligns leaders to the goals of the organization today, what would you change? 3

4 Driving Performance 4

5 5 Tips for successful goal setting: 1. Establish a plan & set a clear timeline 2. Think differently about goal setting 3. Set expectations for attendance & compliance 4. Role model what right looks like 5. Ensure alignment 5

6 Goal Development Process Sample Timeline: July Fiscal Year January Strategic planning process begins and is submitted to the board for approval April Senior leaders set organizational goals and align them to the senior team as appropriate May Collaborative measures are defined to ensure organizational needs are addressed Organizational goals are shared / leaders work to define individual metrics and priorities June Leaders finalize their goals and load into performance tool July Goals are audited for continuity and tweaks made Senior team conducts final equity review August Leaders develop business unit / department operational plans to accomplish the goals! 6

7 5 Tips for successful goal setting: 1. Establish a plan & set a clear timeline 2. Think differently about goal setting 3. Set expectations for attendance & compliance 4. Role model what right looks like 5. Ensure alignment 7

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9 Goal Setting Workshops Duration: 2 4 hours Education: Setting the stage, review of the Organizational Goals, Goal setting 101, Intro to cascading process, Facilitate brainstorming, etc. (60-90 Minutes) Breakout Session / Goal Writing: Grouped by service line/specialty areas (60-90 Minutes) Review of My Boss Goals Begin draft of my aligned goals Assignment to complete Begin discussion about my priorities/weights Assignment to complete

10 Group like areas or frequently connected areas together (i.e. Clinical care teams, rehab / lab / imaging, etc)

11 Facilitate brain storming - Distribute one organizational goal to each table Ask the tables to become the CEO of the organization and discuss the following: Define the organizational goal do you know what it represents? Discuss how you see various departments across the organization supporting these goals today. Where do we need to create greater alignment of leaders to accomplish these goals as an organization tomorrow? 11

12 5 Tips for successful goal setting: 1. Establish a plan & set a clear timeline 2. Think differently about goal setting 3. Set expectations for attendance & compliance 4. Role model what right looks like 5. Ensure alignment 12

13 Mandatory vs Optional Words that drive compliance in healthcare 26% 69% 98% Expected Required Mandatory

14 Begin scheduling early to ensure sessions are well attended. Any absent members must receive prior approval with their 1-up.

15 End sessions with a very clear timeline and next steps! This shows importance!

16 5 Tips for successful goal setting: 1. Establish a plan & set a clear timeline 2. Think differently about goal setting 3. Set expectations for attendance & compliance 4. Role model what right looks like 5. Ensure alignment 16

17 If you don t know where you are going, any road will get you there. 17

18 VP or Senior leader must be present in all sessions with his/her direct reports.

19 5 Tips for successful goal setting: 1. Establish a plan & set a clear timeline 2. Think differently about goal setting 3. Set expectations for attendance & compliance 4. Role model what right looks like 5. Ensure alignment 19

20 Audit What: A process to validate that individual leader goals align with the defined prior to locking the goals Why Confirm alignment with expectations for the utilization of common goals/templates. Rectify errors and oversights in the development of individual goals. Validate the method of calculation aligns with the goal statement. Supervisor endorsement that weights reflect priorities based on current performance for each leader. Prevent having to unlock and adjust goals and weights during the performance evaluation cycle.

21 Equity Review Purpose: To ensure when goals are locked if all leaders achieve a score of 3 that the entity will achieve its goals. Process Entity Subject Matter Experts review goals by pillar looking broadly for errors, up/down and side by side alignment. Executive Leaders review all direct report LEM s looking for errors and alignment with entity parameters. Each Executive presents goals to rest of Executive Team highlighting exceptions to the parameters for cascading common goals. An Executive can challenge any leader s goals, ranges or weights.

22 Equity Review Sample Senior Team

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24 Slide 24

25 Thank You! Insert Your Photo Here Kelly Dickey Accountability Coach Specialist