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TRANSCRIPT
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.
PresentersSara McVey, CEO
Horizon House
Seattle, WA
(847) 867-6753 [email protected]
Moraine Byrne, CEO
Moraine Byrne Assoc.
Arvada, CO
(303) 549-8875 Cellular
How it started…
CEO Transition:Passing the Baton
• Life Plan Community
• 1961
• Downtown Seattle
• 4 City Blocks
• Million square feet
• Type B
• 481 Apartments• 105 Supported Living
• 530 Residents
• 307 Staff Members
LEARNING
OBJECTIVE
Have a Process
Someone who will force
you to look in the mirror
Find the
Right Partner
Involve the Right People
IMAGINE CLIMBING MOUNT EVEREST
Getting Fit For Growth is:
• Exhilarating
• Exhausting
• Unpredictable
• Possible
Get Ready for an Uphill Climb
Base Camp Conditioning
• On-site interactions
• Employee interviews
• Resident sessions
• Financial Review (7 years)
• Review the basics
Map to a Mantra
Look at what we do
Why we do it
Who is doing what
How can we do it
even better
LEARNING
OBJECTIVE
Look at the big picture – an objective look
Scan the landscape
Identify what needs review
Customize the process
Assessing which way to go
Finances, Systems & Processes, Organizational
Structure, Culture
Assemble the right team
1. Emotional Intelligence
2. Hands-on Experience
3. Flexible
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.
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
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
LEARNING
OBJECTIVE
Prepare for the Avalanche
Find the highly
regarded guides to
encourage people
along through the
peaks and the
valleys of this
process
Identify Sherpas
Taking Action
1. FUNancial Forums
2. Possibilities Pages
3. Fit For Growth
Mantra
ASK
EDUCATE
TRAIN
Hang in There
Lessons Learned
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’
Point People in the Right Direction
Help people see
where you are
headed and why
Empower people to
script ‘how’ you will
get there
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
Find the Bright Spots1. Obsess about what’s going
well
2. Figure out why
3. Clone it
4. Apply it to other situations
Keep Trying
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