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2014 © ACMP All Rights Reserved | #acmp2014 IT STARTS AT THE TOP: BUILDING CHANGE CAPABILITY AT HOUSTON METHODIST Amber Rabo, PhD, SPHR Director, OD and Training Houston Methodist

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Page 1: IT STARTS AT THE TOP...Research Institute – Houston Methodist Global Consulting Services – Houston Methodist ... 2015 System Change Calendar Project Readiness (Huron) MIDAS Biometrics/Open

2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

IT  STARTS  AT  THE  TOP:      

BUILDING  CHANGE  CAPABILITY  AT    HOUSTON  METHODIST  

 

Amber  Rabo,  PhD,  SPHR  Director,  OD  and  Training  

Houston  Methodist  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

OBJECTIVES  

•  Discuss  the  “change  management  strategy”  behind  introducing  change  management  to  HM  leaders.  

•  Describe  the  top-­‐down  HM  training  strategy  and  how  it’s  leading  to  change  management  application  on  major  internal  initiatives  such  as  ERP  implementation,  ICD10,  and  system  efUiciency  projects.  

•  Review  the  impact  of  change  management  at  HM  to  date  and  next  steps  as  it  evolves  into  an  enterprise  leadership  capability.  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

ABOUT  HOUSTON  METHODIST  •  A  faith-­‐based,  nonproUit  health  care  organization  formed  in  1919  •  Extremely  values-­‐drive  ICARE  culture  (Integrity,  Compassion,  Accountability,  Respect,  Excellence)  

•  17,000  employees,  98th  %ile  ranking  in  engagement  by  Press  Ganey  •  Fortune  Best  Place  to  Work  for  9  years  running  and  the  only  hospital  

system  ranked  in  Texas  •  Nationally  ranked  in  12  of  16  adult  specialties,  #1  in  Texas,  and  #1  in  

Houston  by  US  News  and  World  Reports  •  Academically  afUiliated  with  Weill  Cornell  Medical  College  •  Comprised  of:  

–  6  hospitals,  1  Long  term  acute  care  facility  –  Houston  Methodist  Research  Institute  –  Houston  Methodist  Global  Consulting  Services  –  Houston  Methodist  Primary  Care  Group,  Houston  Methodist  Specialty  Physicians  Group  

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VIDEO  

2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

BUSINESS  CASE  

•  Healthcare  reform  •  Change  as  a  leadership  competency  •  ERP  Implementation  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

CHANGE  MANAGEMENT  STRATEGY  FOR  CHANGE  MANAGEMENT  

Prosci’s Project Change Triangle (PCT)Copyright Prosci 2009.

©  Prosci  2013.  PCT  is  a  trademark  of  Prosci.  All  rights  reserved.  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

PROSCI’S  CHANGE  MANAGEMENT  PROCESS  

Prosci Change Management ProcessInput:  

A  change  to  how  the  organization  operates  and  does  work

Output:

Individuals  making  changes  to  how  they  do  work  –  from  their  own  current  state  to  their  own  future  state Benefits  to  the  organization  realized

ICD  -­‐‑  10

LOS  initiatives

Efficiency  Efforts

System  Integration  Initiatives

Peoplesoft  Implementation

©  Prosci  2013.  PCT  is  a  trademark  of  Prosci.  All  rights  reserved.  

Re-­‐organiza@ons  

EPIC

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

PROSCI’S  CHANGE  MANAGEMENT  PROCESS  

•  Understanding  the  nature  of  the  change

•  Understanding  the  groups  being  changed

•  Creating  the  right  sponsor  model

•  Identifying  risks

•  Developing  special  tactics

PHASE  1  –  PREPARING  FOR  CHANGE

©  Prosci  2013.  PCT  is  a  trademark  of  Prosci.  All  rights  reserved.  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

PROSCI’S  CHANGE  MANAGEMENT  PROCESS  

•  Communication  plan  

•  Sponsor  roadmap  •  Training  plan  •  Coaching  plan  •  Resistance  management  plan  

PHASE  2  –  MANAGING  CHANGE  

©  Prosci  2013.  PCT  is  a  trademark  of  Prosci.  All  rights  reserved.  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

CHANGE  MANAGEMENT  TRAINING  STRATEGY  •  HR  and  OD  Practitioners  •  Community  Hospital  Executive  Sponsorship*  •  System  Executive  Sponsorship*  •  Internal  Practitioners:  IT  Directors  (including  PMO)  •  Coaching  for  Nursing,  etc.  •  Executive  Change/Strategy  Retreat  •  Employee  Pilots  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

BUILDING  ABILITY  Prosci  Training  Impact  in  2013   Total  Attendees  

3  Day  CertiUication   89  1  Day  Management  Coaching  Workshop   232  Executive  Sponsorship  (4-­‐6  Hrs)     18  1  Day  Employee  Change  Management     0  

ADKAR  Overview  (1  Hour)   215  Coaching  Employees  Through  Change  (1  Hr)   55  ADKAR  E-­‐Learning   46  

Additional  Change  Training  -­‐  Prior  to  2013   Total  Attendees  2014  (to  date)   64  

2012   195  2011   0  2010   21  2009   19  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

BUILDING  AGILITY  Count  of  Participants  

Count  of  Evaluations  

Average  Overall  Evaluation  Rating  

Practitioner  CertiGication   89   67   2.87/3.00  Coaching  Workshop              232   147   2.93/3.00      

Overall  Comments  Great  course,  incredible  amount  of  information  but  all  valuable.    I  have  learned  a  ton  that  I  can  apply  to  my  projects  and  team  immediately.  Best  Class  I've  had  in  quite  a  while;  adds  so  much  to  the  PM's  toolkit.    Thank  you.  Great  initiative  for  the  organization  especially  with  so  many  change  events  under  way  and  in  the  future.  This  training  has  be  superbly  facilitated.    Although  we  are  committed  to  excellence,  we  need  change  management  I  have  never  found  a  class  to  Uly  by  so  quickly  as  this  one.    I've  never  been  so  absolutely  engaged.  The  class  was  very  informative  and  contained  some  great  information.  My  hope  is  that  the  institution  will  all  be  on  board  Course  is  a  bit  too  long  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

PROSCI’S  CHANGE  MANAGEMENT  PROCESS  

•  Compliance  audits  and  employee  feedback    

•  Corrective  action  and  managing  resistance  

•  After  action  review  and  transition  management  

 

PHASE  3  –  REINFORCING  CHANGE  

©  Prosci  2013.  PCT  is  a  trademark  of  Prosci.  All  rights  reserved.  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

IMPACT    

System  Scenario:  MARS  Phase    

I  and  II  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

MARS  PHASE  I:  AAR    What  went  well?  •  Teamwork/Collaboration  (Sponsor  roadmap)  •  On  time  delivery  (Project  plan)  •  Basic  functionality  in  place  (Project  plan)  •  Stayed  “vanilla”  (Project  plan)  

What  could  have  gone  better?  •  Training  (Training  plan)  •  Resourcing  (Project  plan)  •  Communication  (Communication  plan)  •  Operating  Room  (OR)  Adoption  (Resistance  plan)  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

MARS  PHASE  II:  CHANGE  STRATEGIES  AND  COMMUNICATIONS    OD  Consultant  Change  Management  Responsibilities:  •  70%  completion  of  monthly  change  strategy  meetings  with  client  HRDs  •  85%  completion  of  resistance  groups  identiUication  and  

implementation  of  mitigation  strategies    •  82%  of  leaders  trained  in  change  management    Communications/Technical  Training:  •  88%  completion  of  bimonthly  meetings  between  OD  and  MARS  

communication  teams  •   12%  increase  in  communications  (presentations,  emails,  Ulyers,  

webpages,  etc.)  •  68%  increase  in  participation  in  technical  training  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

MARS  PHASE  II  GO  LIVE  

MARS  Phase  I:    2.82  ticket  average  per  employee  with  access  in  Uirst  2  weeks  of  go-­‐live  

0  1000  2000  3000  4000  5000  6000  7000  

0  50  

100  150  200  250  300  350  

5-­‐Au

g  7-­‐Au

g  9-­‐Au

g  11

-­‐Aug

 13

-­‐Aug

 15

-­‐Aug

 17

-­‐Aug

 19

-­‐Aug

 21

-­‐Aug

 23

-­‐Aug

 25

-­‐Aug

 27

-­‐Aug

 29

-­‐Aug

 31

-­‐Aug

 2-­‐Se

p  4-­‐Se

p  6-­‐Se

p  8-­‐Se

p  10

-­‐Sep

 12

-­‐Sep

 14

-­‐Sep

 16

-­‐Sep

 18

-­‐Sep

 20

-­‐Sep

 22

-­‐Sep

  Daily

 Uniqu

e  Lo

gins  

Daily

 Ticke

t  Cou

nt  

MARS  Ticket  Trend  

New  Tickets   Closed  Tickets   Open  Cum   Daily  Logins  

MARS  Phase  II:  0.25  ticket  average  per  employee  with  access  in  Uirst  2  weeks  of  go-­‐live  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

MARS  PHASE  II:  AAR    What  went  well?  •  Teamwork/Collaboration  (Sponsor  roadmap)  •  Basic  functionality  in  place  (Project  plan)  •  HR-­‐owned  change  strategy  (Change  plan)  •  Go-­‐live  had  minimal  issues  (All)  

What  could  have  gone  better?  •  Implementation  consulting  partner  (Project  plan)  •  Timing  of  training  (Training  plan)  •  Vanilla  implementation  limited  capability  (Project  plan)  •  More  audience-­‐speciUic  communication  (Communication  plan)  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

IMPACT    

Individual    Scenarios  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

IMPACT    

17%

49%

80%

95%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Poor(n=177)

Fair(n=441)

Good(n=561)

Excellent(n=107)

Perc

ent o

f res

pond

ents

that

met

or

exc

eede

d pr

ojec

t obj

ectiv

es

Overall effectiveness of change management program

Correlation of change management effectiveness to meeting project objectives

*Data from 2007, 2009 and 2011

© Prosci. From Prosci’s 2012 Best Practices in Change Management benchmarking report

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

WHAT  WE’VE  LEARNED….  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

Jan   Feb   March   April   May   June   July     August   Sept   Oct   Nov   Dec  

2013  

   

2014  

2015  

System  Change  Calendar  

Project  Readiness  (Huron)  

MIDAS  

Biometrics/Open  Enrollment  

Unknown:  St.  Luke’s  Merger  

Staff  FPR  

EOS  

ICD-­‐10  TransiYon  

MARS  Phase  II  

Budget/2014  Planning  

ICD-­‐10  PreparaYon  

Talent  Management  

Brand/Logo  ImplementaYon  

Methodist  Experience  

Kronos  Workforce  AnalyYcs  

Windows  7  Rollout  

Mgmt  FPR  

FoundaYon  Campaign  

Fortune  Prep  and  Survey  

Mgmt  FPR   Nursing  FPR  

EOS  Pulse  EOS  Pulse  

Flu  Campaign  

System  IntegraYon  (GE  Conversion,  Pharmacy,  Lab,  etc.)  

IT  System  of  the  Future  

IT  System  of  the  Future  

Physician  OrganizaYon  Expansion  MPCG  

ONTRAC  

AccreditaYon  PreparaYons:  DNV,  Magnet,  Pathways,  Stroke,  ISO,  Radiology,  etc.    

Teletracking  

PolicyTech/Document  Control  

MethOD  ConYnuous  Quality  Improvement  PaYent  Registry  

MethodistHealth.com  

Service  Line  Strategic  Planning  and  ExecuYon    

System  IntegraYon  

St.  Lukes  ExploraYon/  Expansion  Plans  

RI  IAM  

2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

Immobilization  

Exploration  Self  Doubt  

Denial  Anger  

Begin  New  Process  

Productivity  Level  

End  of  Old  Process  

Transition  Period  

A/D  Give  Information  Facts,  explanations,  examples  (who,  what,  when,  why,  how)  Sell  beneUits  (WIIFM)  

K/A  provide  Support/  Empathy/Training  Listen  reUlectively,  acknowledge  emotion,  show  acceptance.  Provide  alternative  learning  approaches  

R  Provide  Inspiration  Recognition/reinforcement,  encouragement,  reminders  about  beneUits,  communicate  and  emphasize  achievements  

Acceptance  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

WHAT  WE’VE  LEARNED    

Executives  

Managers   Employees  

Time  of  Change  Implementation  

Self  Esteem,  Ability  to  Cope,  Productivity  

NOT  EVERYONE  EXPERIENCES  SAME  THING  AT  THE  SAME  TIME  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

WHAT  WE’VE  LEARNED,  CONT.  1.  Change  is  painful  

–  Larger  the  change,  larger  the  impact  

2.  Change  creates  resistance  –  Reduced  productivity  and  loss  of  good  people    

3.  Resistance  patterns  are  predictable  –  Create  a  comprehensive  change  plan  to  minimize  performance  dip  

4.  You  get  what  you  manage!  

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

WHAT  NOW?  •  Department  re-­‐organization  to  include  functional  

change  group  and  an  additional  Sr.  ODC  •  EPIC  Implementation  •  Joint  Venture  with  Christus  Health  to  include  

addition  of  2  hospitals  •  Community  Hospital  CEO  mandating  change  

management  plan  for  all  entity  projects  •  How  about  YOU?????    

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2014  ©  ACMP  All  Rights  Reserved    |    #acmp2014    

QUESTIONS?