Leadership as an OTA: Let s Get Started! September 15, 2017 Kansas Occupational Therapy Conference Melissa J. Tilton, BS, COTA/L, ROH

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1 Leadership as an OTA: Let s Get Started! September 15, 2017 Kansas Occupational Therapy Conference Melissa J. Tilton, BS, COTA/L, ROH

2 Learning Objectives Participants will be able to identify OTA skill sets which support engagement in leadership opportunities Participants will be able to identify and define varied leadership styles Participants will identify both formal and informal roles for OTAs Participants will be able to identify key components of building a personal vision statement Participants will be able to articulate the importance of leadership within the OT community

3 Am I a Leader?

4 Leadership Anyone can be a leader, regardless of role How do we turn passion for our work into leadership within our communities? Leadership vision is the key (Kouzes & Pozner, 2007) We will explore how to build your leadership vision and impact your OT communities

5 Am I a Leader? YES! Yes, you are a leader Don t need a special title Don t need a special paycheck Don t need permission Not going to be on your nametag OT and OTAs Students

6 Can You See it Now?

7 Characteristics of Leaders Engaged Empathetic Stewardship Forward Thinking Encouraging Visionary Humble Inspiring Leadership

8 What is Leadership? The process of influencing employees to work toward the achievement of objectives (Lussier, 2010, p. 273) The ability to influence others and work well in teams (Lussier, 2010, p. 21). Do you see opportunities for this in your OT world?

9 Leadership Styles Effective leadership requires understanding leadership styles and fits for you Leadership Styles Behavioral Contingency Servant Transformational

10 Behavioral Leadership Theories Autocratic makes the decision Democratic gathers input Laissez-Faire no decision Transformational innovation, action Charismatic inspirational Transactional reward based Adapted from Lussier (2010)

11 Contingency Leadership Theories Normative decision tree Situational match maturity level Leadership Continuum who makes the decisions Adapted from Lussier (2010)

12 Servant Leadership Theory Serving for the good of others Focused on Desire to do for others, before your self To help improve the community Being engaged putting the needs of others before his or her own, a leader will be truly effective (Dillon, 2001, p. 443)

13 Transformational Leadership Theory Inspire others Reflective Shared vision Making a change Phipps (2015)

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15 Training OTAs to be Leaders Preamble of 2011 ACOTE Standards Highlights: Explain how involvement in professional associations enhances the profession Identify and appreciate the varied roles of the OTA Promote Occupational Therapy Demonstrate professionalism Source:

16 2011 ACOTE Standard B.1.4 Demonstrate knowledge and appreciation of the role of sociocultural, socioeconomic, and diversity factors and lifestyle choices in contemporary society (e.g., principles of psychology, sociology, and abnormal psychology). Source:

17 2011 ACOTE Standard B.5.18 Demonstrate an understanding of health literacy and the ability to educate and train the client, caregiver, and family and significant others to facilitate skills in areas of occupation as well as prevention, health maintenance, health promotion, and safety Source:

18 2011 ACOTE Standard B.6.4 Identify the role and responsibility of the practitioner to advocate for changes in service delivery policies, to effect changes in the system, and to recognize opportunities in emerging practice areas Source:

19 2011 ACOTE Standard B.7.5 Demonstrate the ability to participate in the development, marketing, and management of service delivery options Source:

20 2011 ACOTE Standard B.7.5 Participate in the documentation of ongoing processes for quality improvement and implement program changes as needed to ensure quality of services Source:

21 2011 ACOTE Standard B.7.8 Describe the ongoing professional responsibility for providing fieldwork education and the criteria for becoming a fieldwork educator Source:

22 2011 ACOTE Standard B.8.1 Articulate the importance of how scholarly activities and literature contribute to the development of the profession Source:

23 2011 ACOTE Standard B.8.7 Identify how scholarly activities can be used to evaluate professional practice, service delivery, and/or professional issues (e.g., Scholarship of Integration, Scholarship of Application, Scholarship of Teaching and Learning) Source:

24 2011 ACOTE Standard B.9.2 Explain and give examples of how the role of a professional is enhanced by knowledge of and involvement in international, national, state, and local occupational therapy associations and related professional associations Source:

25 2011 ACOTE Standard B.9.3 Promote occupational therapy by educating other professionals, service providers, consumers, third-party payers, regulatory bodies, and the public Source:

26 2011 ACOTE Standard B.9.4 Discuss strategies for ongoing professional development to ensure that practice is consistent with current and accepted standards Source:

27 2011 ACOTE Standard B.9.7 Identify and appreciate the varied roles of the occupational therapy assistant as a practitioner, educator, and research assistant Source:

28 2011 ACOTE Standard B.9.13 Demonstrate professional advocacy by participating in organizations or agencies promoting the profession (e.g., AOTA, state occupational therapy associations, advocacy organizations) Source:

29 And those are just a few Many of the standards lead towards leadership Advocacy Marketing Reimbursement Etc. What does this mean for OTAs? Can you see OTAs as leaders?

30 How Do I Get Started? Local community Church, neighborhood watch, car pool Coordinate a task/project at work Identify a clinical specialty/advanced practice Clinical Mentoring Career opportunities Listservs, SIS

31 How Do I Get Started? Fill out your COOL ( Become a mentor Start a journal club Volunteer at conference OTA page on AOTA

32 How Do I Get Started? Volunteer Become a member State National associations Attend a board meeting Sign-up to review proposals Nominate colleague for an award

33 How Do I Get Started? Go to conference Become a board member Vote in elections Join an ad hoc committee Join a SIG/SIS Join an advisory group at your alma mater Present at conference

34 How Do I Get Started? Formal AOTA Roles Formal AOTA Roles Formal AOTA Roles Comm. On Practice Board of Directors Representative Assembly Ethics Commission Special Interest Section Assembly of Student Delegates ACOTE ASAP (Association of State Affiliate Presidents) CCCPD (Comm. On Continued Competence and Prof Dev.) VLDC (volunteer leadership development committee) OTA Academic Leadership Council

35 How Do I Get Started? Don t only look for roles that explicitly mention OTAs Sometimes we need to put ourselves out there and take chances in broader roles, if eligible (read the bylaws) Promote OT in all you do Develop your own leadership vision statement

36 Leadership Vision One core component of being an engaged leader is not only being able to identify one s own vision, but communicating that vision in order to generate organizational movement (Kouzes & Pozner, 2007).

37 Personal Vision Statement Think of your end goal, the big picture for your life : Identify what you want to become Identify where you want to go Identify how you want to get there David (2011)

38 Sample Vision Statements I will be a consistently engaged leader, and OTA {who demonstrates compassion, fairness and transparency, throughout my interactions with teammates}

39 Sample Vision Statements I will impact others by living a positive life, with a good attitude around others

40 Sample Vision Statements I will be a member for life within my professional organizations

41 Sample Vision Statements I will actively attend 2 workshops per year, and share my knowledge at 2 meetings

42 Sample Vision Statements I want to be a motivated leader, someone who is always learning and doing

43 What s Yours? Either individually, or in small groups, work on your vision statement

44 Personal Vision Statement: Now What? Share it Find a network, peer or mentor Challenge yourself with the vison statement Anticipate the unknown Don t settle Use it to guide your professional development Be flexible, modify it if needed

45 Leadership in the OT Community We must embrace the belief that every member is a leader (Stoffel, 2013, p. 637) Are you believing? Share our experiences Support one another Advocate Mentor Volunteer Read or log onto social media

46 Leadership in the OT Community We are engaged leaders We are leaders who are able to identify their own vision We are leaders who communicate and live our vision within our communities Kouzes & Pozner (2007)

47 THANK YOU! Any questions?

48 REFERENCES David, F. R. (2011). Strategic Management (13th ed.). Upper Saddle River, NJ: Prentice Hall Dillon, T. H. (2001). Authenticity in Occupational Therapy Leadership: A Case Study of a Servant Leader. American Journal of Occupational Therapy, 55, doi: /ajot Kouzes, J. M., & Posner, B. Z. (2007). The Leadership Challenge. San Francisco: Jossey-Bass Lussier, R.N. (2010). Human relations in organizations: Applications and Skill Building (8 th ed.). Boston, MA: Mcgraw Hill- Irwin Phipps, S. (2015). Leading with a Vision. Administration and Management, American Journal of Occupational Therapy, 31(4), CE1-CE8 Newsletters/AM/AMSIS_Dec_2015.pdf Stoffel, V. C. (2013). From heartfelt leadership to compassionate care. American Journal Of Occupational Therapy, 67(6), doi: /ajot