1. Cleveland Clinic: Developing Our Leadership Pipeline OPSA Staff Leadership Rotation January 2012 Caryl A. Hess, PhD, MBA

2. AgendaAgenda Welcome & IntroductionsWelcome & Introductions -Name, Institute, Department, Specialty -Hobby, Interest or “Story” to share -Describe your leadership style How are Clinic Leaders Developed?How are Clinic Leaders Developed? Why Staff Leadership Rotation?Why Staff Leadership Rotation? Why the Focus on a Leadership Plan?Why the Focus on a Leadership Plan?

3. HOW ARE LEADERS DEVELOPED? Three institutional resources for your leadership development: 1.Education Institute – Jamie Stoller 2.Office of Professional Staff Affairs – Bud Isaacson 3.Cleveland Clinic Academy – Caryl Hess 4.Other Institute/Department program that we should be aware of?

4. COMPETENCIES*COMPETENCIES* Physician Leadership Competencies: Research-Based at Cleveland Clinic 1. Professionalism - (Bud will discuss) 2. Emotional Intelligence – Self-awareness; Self-management; Social awareness; Relationship management 3. Change management – readiness, models, avidity 4. Communication – active listening, conflict resolution and giving feedback 5. Commitment to lifelong learning – open to new ideas and practices 6. Deliver observable results – actively plan, discuss and implement 7. Finance, marketing and IT 8. Regulatory environment – JCAHO, CMS,…and quality resources 9. Recruiting and hiring – Aware of resources, legal and sensitivity to diversity 10. Process assessment and management – Knowledge of resources and strategies 11. Philanthropy and development – Skills to solicit and cultivate donors 12. Medicalegal issues – Aware of legal issues and policies (contracts, malpractice,….) 13. Managing physicians – Mentor and coach others 14. Clinic awareness – Leadership structures, cultural climate, opportunities, privileges * A competency is a set of defined behaviors that provide a structured guide enabling the identification, evaluation and development of the behaviors in individual employees.

5. EMOTIONAL COMPETENCE IMVENTORY The Emotional Competence Inventory (ECI) is a scientifically-validated and reliable 360 tool that assesses your emotional intelligence. The ECI will give critical awareness on how people you interact with on a daily basis perceive you, both in how you manage yourself and how you manage your relationships.

6. “ Emotional intelligence is more than 85% of what sets star performers apart.” - Daniel Goleman, Working with Emotional Intelligence "We are being judged by a new yardstick: not just how smart we are, or by our training and expertise, but also by how well we handle ourselves and each other." - Daniel Goleman, Working with Emotional Intelligence Emotional intelligence is a learned capacity based on emotional competencies that result in outstanding performance at work. For superior performance in jobs of all kinds, emotional intelligence matters twice as much as IQ and technical skill combined. - Boyatzis & McKee, Resonant Leadership ECI (continued)

7. EI & Self-Awareness “Philosophical Orientation Questionnaire” (Boyatzis & McKee, Resonant Leadership, 2005) Our values do not always explain our actions or how we operate as leaders. Example: FamilyOur values do not always explain our actions or how we operate as leaders. Example: Family Boyatzis and McKee developed this questionnaire to provide quick insights into your operating philosophies.Boyatzis and McKee developed this questionnaire to provide quick insights into your operating philosophies. An “operating philosophy” is a set of values that forms our way of perceiving and behaving.An “operating philosophy” is a set of values that forms our way of perceiving and behaving. Since values impact emotional intelligence, this activity provides insight into your EI.Since values impact emotional intelligence, this activity provides insight into your EI.

8. WHY STAFF LEADERSHIP ROTATION? This course fills a gap… Staff Mentorship Staff Leadership Rotation Leading in Health Care Cleveland Clinic Academy Professional Development Leadership Development Management Development

9. …and build a leadership pipeline.

10. WHY THE FOCUS ON A PLAN? In the resort town of Skagen, Denmark, you can watch an amazing natural phenomenon where the Baltic and North Sea meets. Leadership Competencies Emotional Intelligence “Learned capacities of competence, awareness and action that result in outstanding performance.” “A set of defined behaviors that provide a structured guide.”

11. YOUR PLAN Many “plans,” but common elementsMany “plans,” but common elements Critical component – Leadership VisionCritical component – Leadership Vision Elements of a Leadership Vision Statement: Short, inspiring and futuristicElements of a Leadership Vision Statement: Short, inspiring and futuristic ActivityActivity -Take 3 minutes to write -Take 5 minutes to share and provide feedback by answering the question – Were you inspired to follow? -Discussion

12. 1.Short 2.Inspiring 3.Futuristic