assessing operations€¦ · base camp conditioning • on-site interactions • employee...
TRANSCRIPT
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How to be Fit for Growth81-A
How to be Fit For Growth:
Assessing OperationsSunday, October 30, 2016
3:15 to 4:45 p.m.
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PresentersSara McVey, CEO
Horizon House
Seattle, WA
(847) 867-6753 [email protected]
Moraine Byrne, CEO
Moraine Byrne Assoc.
Arvada, CO
(303) 549-8875 Cellular
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How it started…
CEO Transition:Passing the Baton
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• Life Plan Community
• 1961
• Downtown Seattle
• 4 City Blocks
• Million square feet
• Type B
• 481 Apartments• 105 Supported Living
• 530 Residents
• 307 Staff Members
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LEARNING
OBJECTIVE
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Have a Process
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Someone who will force
you to look in the mirror
Find the
Right Partner
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Involve the Right People
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IMAGINE CLIMBING MOUNT EVEREST
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Getting Fit For Growth is:
• Exhilarating
• Exhausting
• Unpredictable
• Possible
Get Ready for an Uphill Climb
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Base Camp Conditioning
• On-site interactions
• Employee interviews
• Resident sessions
• Financial Review (7 years)
• Review the basics
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Map to a Mantra
Look at what we do
Why we do it
Who is doing what
How can we do it
even better
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LEARNING
OBJECTIVE
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Look at the big picture – an objective look
Scan the landscape
Identify what needs review
Customize the process
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Assessing which way to go
Finances, Systems & Processes, Organizational
Structure, Culture
Assemble the right team
1. Emotional Intelligence
2. Hands-on Experience
3. Flexible
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CHOOSE WHAT TO DO & WHAT TO DELAY
Market review: high level review with demand study at later time
Partnership exploration: identify ops strengths, weaknesses and
opportunities before seeking new partners
Staff changes: timing of changes is critical
A thorough operations assessment takes time. Patience and
continued executive team support for the process is essential.
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Ask the right questions of the right peopleEveryone plays an important role Executive team
Managers
Line staff
Full-time & part-time/all shifts
Residents
Resident families
Contract partners
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Different stakeholders – customize the message but keep the core
BE CONSISTENT
How will we optimize operations
Where are there growth opportunities
How do we put it in writing
Telling the Story
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LEARNING
OBJECTIVE
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Prepare for the Avalanche
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Find the highly
regarded guides to
encourage people
along through the
peaks and the
valleys of this
process
Identify Sherpas
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Taking Action
1. FUNancial Forums
2. Possibilities Pages
3. Fit For Growth
Mantra
ASK
EDUCATE
TRAIN
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Hang in There
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Lessons Learned
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We are creating a vision
for the future where
today is great and we
owe it to our mission to
make tomorrow even
better
Stump Statement is Key
Find the ‘WHY’
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Point People in the Right Direction
Help people see
where you are
headed and why
Empower people to
script ‘how’ you will
get there
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More Will Join the Journey• Middle out versus top
down
• Keep conditioning• Give people time to join in
• Expect progress• Action and Outcomes
• Campfire Talks• Small groups work best
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Find the Bright Spots1. Obsess about what’s going
well
2. Figure out why
3. Clone it
4. Apply it to other situations
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Keep Trying
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And finally, we are
FIT FOR GROWTH
Use a process
Find the right partner
Engage stakeholders
Review the easy & hard
Be realistic
Set goals
Hold people accountable
ONE STEP IN FRONT OF THE OTHER
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