1. Building Leadership Skills for Change Management in Your Residency, Practice and Department Jeri Hepworth, Ph.D. Professor and Vice-Chair, Family Medicine Director, Faculty Development Programs, University of Connencticut School of Medicine Susan McDaniel, Ph.D. Dr Laurie Sands Distinguished Professor of Families & Health Associate Chair, Department of Family Medicine Director, Institute for the Family, Department of Psychiatry University of Rochester Medical Center Rochester NY Collaborative Family Healthcare Association 14 th Annual Conference October 4-6, 2012 Austin, Texas U.S.A. Session # October __, 2012

2. Faculty Disclosure We have not had any relevant financial relationships during the past 12 months.

3. Objectives: Participants will: Be able to identify effective leadership skills for change management and recognize how they are related to existing skills of collaborative care professionals. Be able to identify the personal self-regulation skills needed for effective leadership. Experience leadership exercises that can be adapted for their own settings.

4. Learning Assessment A learning assessment is required for CE credit. Participants will have opportunities to consider their own perspectives and engage with others around the workshop material.

5. Negative Change Experiences Think about change management experiences that went awry What were the elements that contributed to your negative experience?

6. Insufficient training No preparation for culture shift Communication – not sharing info Blame/responsibility – scapegoating leader Power struggles/ lack of alignment Identify stakeholders Lack of transparency about process Inertia – preference for status quo Poor modeling of leaders

7. Too many changes at once or in a row Triangulation among participants/anxiety Change as imposition /lack of inclusion Distrust of past behavior of leaders Balance between accountability and sharing responsibility Taking resistance personal

8. Appreciative Inquiry Exercise Think of a time when you were part of a team that implemented a change with great success What was it about you that contributed to the success? What about your colleagues contributed to the success of this experience? What about your organization contributed to this success?

9. Consensus Exercise Identify 6 skills that made the change management process so effective

10. Skills/Principles for Leadership Success Leadership has to be behind the change Fairness and sacrifice Empowering others and bringing them into the team Strategic vision “We” not “I” Initiative at all levels, everyone involoved Good listeners

11. Leadership Success Conflict management Change as process Relationship-centered Resources Feedback Inclusion at all levels Clear communication about a clear process Being realistic and prioritizing

12. Leadership Success Skills Expect resistance Punctuate cooperation as opposed to compromise Encourage a diversity of perspectives Use individual, dyadic, and small group processes to tap into an inclusive process of change Actively manage the group process Work to bring in new people and develop a new group “culture” Work to bring in

13. Leadership Skills Motivate people to believe in a vision Learn the other person(s) “culture” before starting the task Be sure to MEASURE the process and defined outcomes so you know wherer and how you’ve arrived

14. Kotter’s Phase Model of Change (1990) Establish a sense of urgency Create a coalition Develop a clear vision Share the vision Empower people to clear obstacles Secure short-term wins Consolidate and keep moving Anchor the change

15. The Five Practices of Exemplary Leadership (Kouzes and Posner, 1987) Model the behavior Inspire a Shared Vision Challenge the process Enable others to act Encourage the heart

16. Emotion Self-Regulation Think of a change management situation that you are or would like to undertake. Identify any emotional minefields that you will need to avoid or defuse.

17. What are the skills and attitudes that help you be an effective leader and avoid unhelpful reactivity?

21. Example is not the best way to influence others. It is the only way. Albert Schweitzer

22. Session Evaluation Please complete and return the evaluation form to the classroom monitor before leaving this session. Thank you!