1. Developing Highly Productive & Positive Staff 10 key management strategies and examples from the Contraceptive CHOICE Project

2. Objectives Understand what motivates CHOICE staff to be highly productive and positive Review 10 effective management strategies used to develop an optimal team Discuss examples from the CHOICE Project

3. We asked staff: What are some things that management/colleagues have done that have helped you become a highly effective and positive member of the CHOICE team?

4. CHOICE staff responded: Manager’s door was always open if I needed to talk or had questions There were always opportunities for learning new things Job expectations were clearly communicated to me Amanda Unanue, CHOICE Research Assistant 2008-2011 Christina Buckel, CHOICE Data Manager 2008- Valerie Rainey, CHOICE Receptionist 2007-2012

5. CHOICE staff responded: I never felt like I was “getting in trouble” if I did something wrong Managers and my co- workers were willing to step in and help get tasks completed to reach goals Meetings and emails always ended on a positive note Danielle Grunloh, CHOICE Research & Medical Assistant 2010- Gina Secura, CHOICE Project Director 2007- Ragini Maddipati, CHOICE Study Coordinator 2009-

6. CHOICE staff responded… All staff were treated as important members of the team I was always thanked verbally and in a written note for a job well done My perspective is always sought for inclusion in the discussion CHOICE Research Assistants: Elena Jones, 2010- Kristin Rankin, 2008-2011 Torri Brown, 2009-2012 Jenny David, 2008-2010 Jenny Mullersman, Clinical Research Nurse Coordinator, 2006- Hilary Broughton, CHOICE Community Engagement & Dissemination Coordinator, 2009-

7. CHOICE staff responded… I felt very welcomed to the team when colleagues invited me to lunch the first day of work Created a supportive environment where I could interact with my colleagues to ask questions and get support I had opportunities to ask CHOICE doctors and nurse practitioners questions to enhance my clinical knowledge Karen Omvig, CHOICE Education & Training Coordinator 2008- Elex Hobbs, CHOICE Data Assistant 2008- Jenny Waxler, CHOICE Research Assistant 2008-2010

8. Highly Productive and Positive Staff 1. Create effective leadership 2. Encourage staff participation 3. Value each team member 4. Open communication 5. Train in conflict resolution 6. Provide training and professional growth 7. Recognize individual contributions 8. Provide constructive criticism 9. Foster cooperation, not competition 10. Celebrate achievements as a team 10 management strategies to develop an optimal team

9. 1. Create effective leadership Develop a hiring process that will help identify the best potential candidates Give constant reinforcement to all staff of the organization’s mission and goals Develop clear and realistic objectives to accomplish goals with specific roles, expectations and performance standards

10. Effective leadership at CHOICE: Conducted job skills analysis, used standardized interview and grading systems, candidates interview with multiple members of entire team Updated staff on progress toward short- and long-term goals at weekly all-staff meeting Distributed participant quotes on colored paper weekly that reinforced importance of the CHOICE mission & energized staff Created a comprehensive training manual

11. 2. Encourage staff participation Have staff participate at all levels of decision making; some of the best ideas occur when given the freedom to voice an opinion Use all-staff meetings as a forum to troubleshoot system inefficiencies and develop solutions Construct activities and tasks that promote working together as a team

12. Staff participation at CHOICE: Used all-staff meeting as forum to increase patient flow efficiency Staff continuously provided feedback on modifications to clinical and research forms

13. 3. Value each team member Foster an environment where all staff input is encouraged and appreciated Select staff to participate on additional projects based on strengths and interests— not solely on job title Ensure all team members are aware of what role other staff plays on the team

14. Examples from CHOICE: Managers sought individual input from all staff members on issues affecting the Project CHOICE receptionist coordinated health fair participation; research assistants participated in data analysis and publications; data manager starred in CHOICE video projects Implemented “staff expert of the day”: each team member presented information about their role in the project at a staff meeting

15. 4. Open communicati on Management is always available to discuss concerns and answer questions Keep staff updated on what is happening in the organization Inform staff of how their performance relates to organizational goals

16. Open communication in CHOICE: Managers always had their doors open Kept staff updated through: – Emails – Staff meetings – “Water cooler” updates Conducted individual annual performance reviews with all staff members

17. 5. Train in conflict resolution Recognize conflicts can arise between staff, especially when workload increases Provide staff with necessary skills to resolve conflicts between one another Develop protocol for addressing grievances if staff are unable to resolve problem on their own

18. Conflict resolution in CHOICE Management conscious of workload increases and remained perceptive to stress levels and potential conflicts among staff Used small group department meetings to reinforce conflict resolution skills Consulted with Washington University Human Resources when conflict persisted

19. 6. Provide training and professional growth opportunities Provide staff with tools necessary to do their jobs successfully Invite staff to attend low- or no-cost community lectures and seminars relevant to the position or organizational mission Give staff opportunities to increase their knowledge and skill sets

20. CHOICE training and professional growth opportunities: Created a personalized day-to-day training schedule for new staff Invited staff to participate and present in academic conferences CHOICE doctors held monthly “lunch & learn” educational sessions on reproductive health issues for staff

21. 7. Recognize individual contributions Make each person feel like an important member of the team Encourage all members of the team to recognize contributions of a team member Promote a positive team atmosphere

22. CHOICE examples of individual recognition: Recognized employment anniversary dates with congratulatory homemade banners Recognized birthdays with a card signed by all staff Recognized individual efforts toward a goal with personal acknowledgement and a certificate at staff meetings

23. 8. Provide constructive criticism Address the incident soon after it happens Focus on issue at hand—do not mix positive and negative feedback Choose words that focus on behavior to be changed; not the person Give reason why it's an issue and state impact it had on staff, organization, or the patient Collaborate together to come up with ideas for improvement

24. CHOICE example of constructive criticism: Issue: Staff member scheduled several people under the wrong name in the scheduling system. Management Action: Send email to staff member requesting meeting. Discuss issue at hand, importance of scheduling patients correctly, and affect it has on the Project and/or patient. Offer additional training if necessary. Resolution: Manager and staff member collaborate to come up with strategies to prevent this mistake from occurring in the future. Manager and staff member set a meeting 2 weeks after occurrence to revisit the issue and progress.

25. 9. Instill cooperation, not competition Cross train staff—including management— across positions so they can step in when needed Encourage staff to ask team members for help when needed Treat staff as capable, competent people and expect them to function as such Provide a clean, bright, attractive and cheerful workplace

26. Cooperation, not competition at CHOICE: Manager covered enrollment or phone survey when research assistant was overscheduled Each staff person at CHOICE has personal work space with adequate lighting and storage

27. 10. Celebrate achievements as a team Help foster a shared sense of pride Recognize the success of the team! Re-energize team to accomplish the next goal

28. Team celebrations at CHOICE: Organized a potluck picnic in the park to thank staff for commitment to excellence and positive work ethic Received congratulatory emails from CHOICE Principal Investigator & Project Director for reaching goals Celebrated reaching our enrollment goal of 9,256 with a catered party on a weekend that included staff & our families Management brought snacks to break room with a thank you note for reaching short-term goals Project Director called an impromptu meeting at the end of day after reaching a long-term goal to toast a job well done with a sparkling beverage

29. Summary Highly productive and positive staff form a cohesive team that get things done An upbeat team atmosphere can promote quality patient care and satisfaction Refer to the Effective Staffing & Management module in the Resource Center for additional ideas