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    Chapter 10 Team Building in Quality Improveme

    DRAFT, please do not circula

    Promoting Quality

    Why Teams?Why Teams?

    Complex and multiComplex and multi--faceted problems infaceted problems inhealth carehealth care

    Integration of divergent points of viewIntegration of divergent points of view

    Collaboration & cooperationCollaboration & cooperation

    Knowled e rocessKnowled e rocess

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    Open atmosphereOpen atmosphere

    Greater number of ideasGreater number of ideas

    Greater acceptance of solutionsGreater acceptance of solutions

    Higher implementation rateHigher implementation rate

    Mutual supportMutual support

    4

    What is Team Building?What is Team Building?

    “The process of deliberately

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    creating an effective team”

    --- Francis & Young

    Need to achieve rapidNeed to achieve rapidprogress/successprogress/success

    Why Team Building?Why Team Building?

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     commitmentcommitment

    Need to overcome problems inNeed to overcome problems inrelationships, commitment and lackrelationships, commitment and lackof clarityof clarity

    6

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    Chapter 10 Team Building in Quality Improveme

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    Promoting Quality

    Factors InfluencingFactors Influencing

    team Effectivenessteam Effectiveness

    The Task Team skills

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    Individual

    concerns

     

    7

    Choosing a TeamChoosing a Team

    Who makes the selection?Who makes the selection?

    The team’s role!The team’s role!

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    Creating the teamCreating the team

    Team ResourcesTeam Resources

    8

    Choosing a TeamChoosing a Team2/22/2

    Team MeetingsTeam Meetings

    Team Members rolesTeam Members roles

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    First MeetingFirst Meeting

    9

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    Chapter 10 Team Building in Quality Improveme

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    Promoting Quality

    Stages of TeamStages of Team

    DevelopmentDevelopment

    Formin

    g Closing

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    Storming

     Norming

    Performin

    g

    10

    Stage 1: FormingStage 1: Forming

    ExcitementExcitement

     Anticipation Anticipation

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    OptimismOptimism

     Anxiety Anxiety

    FormalFormal

     Attempts to define task Attempts to define task

    ComplaintsComplaints

    11

    Stage 1: FormingStage 1: Forming

    Polite, fairly formalPolite, fairly formal

    Task orientatedTask orientated

    Figuring out what is acceptableFiguring out what is acceptable

    group behaviourgroup behaviour

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    How to deal with groupHow to deal with groupproblemsproblems

    Discuss issue not relevant toDiscuss issue not relevant totasktask

    Complain about organisation &Complain about organisation &behavioursbehaviours

    12

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    Promoting Quality

    Stage 1: FormingStage 1: Forming

    Clarify mission/projectClarify mission/project

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    Introduction & specifying activitiesIntroduction & specifying activities

    Establish ground rules for teamEstablish ground rules for team

    behaviour behaviour 

    Provide trainingProvide training

    13

    Stage 2: StormingStage 2: Storming

    ResistanceResistance

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    Varying attitudesVarying attitudes

    about the teamabout the team

    team membersteam members

    chance of successchance of success

    14

    Stage 2: StormingStage 2: Storming

     Argue Argue

    DefensivenessDefensiveness

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    CompetitionCompetition

    WithdrawalWithdrawal

    Questioning purposeQuestioning purpose

    Unrealistic goal settingUnrealistic goal setting

    Concern about excessiveConcern about excessive

    workwork15

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    Promoting Quality

    Stage 2: StormingStage 2: Storming

    Conflict managementConflict management

    techniquetechnique

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    Clarification of concepts,Clarification of concepts,

    tools, roles etc.tools, roles etc.

    16

    Stage 3: NormingStage 3: Norming

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    e ee e

    “Playful” interactions“Playful” interactions

    Commitment to working out differencesCommitment to working out differences

    Clarify criteria for achieving successClarify criteria for achieving success

    Take intelligent & effective actionTake intelligent & effective action

    17

    Stage 3: NormingStage 3: Norming

    CreativityCreativity

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    EffectivenessEffectiveness

    18

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    Promoting Quality

    Stage 3: NormingStage 3: Norming

    Develop understanding amongDevelop understanding among

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    membersmembers

    Problem solvingProblem solving

    Structured methods of operatingStructured methods of operating

    19

    Stage 4: PerformingStage 4: Performing

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    TrustTrust

    20

    Stage 4: PerformingStage 4: Performing

    High energyHigh energy

     Attention to task Attention to task

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    OpennessOpenness

    ConfrontationConfrontation

    TrustTrust

    EnjoymentEnjoyment

    21

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    Promoting Quality

    Stage 4: PerformingStage 4: Performing

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    tools to enhancetools to enhance

    performanceperformance

    22

    Stage 5: ClosingStage 5: Closing

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    If successful : joy, pride, elation & lossIf successful : joy, pride, elation & loss

    If unsuccessful: frustration, anger If unsuccessful: frustration, anger 

    23

    Stage 5: ClosingStage 5: Closing

    If successful: a reciation avoidance ofIf successful: a reciation avoidance of

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    final closefinal close--out activitiesout activities

    If unsuccessful: denial, blame,If unsuccessful: denial, blame,

    dissociationdissociation

    24

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    Promoting Quality

    Stage 5: ClosingStage 5: Closing

    Discuss next stepsDiscuss next steps

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    EvaluateEvaluate

    PresentationsPresentations

    25

    Team PlayersTeam Players

    Roles of Leader Roles of Leader 

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    Roles of Scribe and Timekeeper Roles of Scribe and Timekeeper 

    Roles of MembersRoles of Members

    26

    Roles of Team MembersRoles of Team Members

    Task OrientedTask Oriented

    “What?“What?--Focused”Focused”

    Shaper Shaper 

    Process OrientedProcess Oriented

    “How?“How?--Focused”Focused”

    Coordinator Coordinator 

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    Innovator Innovator 

     Analyzer  Analyzer 

    Implementor Implementor 

    Networker Networker 

    Harmonizer Harmonizer 

    Gatekeeper Gatekeeper 

    27

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    The Team’s SociogramThe Team’s Sociogram

    ModelModel

    Leader Member 1

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    Member 2

    Facilitator 

    Scribe Member 3

    28

    Types of TeamsTypes of Teams

    Improvement TeamsImprovement Teams

    CommitteesCommittees

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    Focused TeamsFocused Teams

    OthersOthers

    29

    Characteristics ofCharacteristics ofEffective TeamsEffective Teams

    1.1. ConflictConflict

    2.2. DisciplineDiscipline

    6. Objectives

    7. Out ut

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    3.3. EnergyEnergy

    4.4. LearningLearning

    5.5. MethodologyMethodology

    8. Structure

    9. Mutual Support

    10. Team-memberfulfilment

    30

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    Constituents of aConstituents of a

    functional teamfunctional team

    UniUni--disciplinarydisciplinary

    MultiMulti--disciplinarydisciplinary

    --

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    PrePre--Collaborative TeamCollaborative Team

    WorkWorkIndividual Coaching and Team DevelopmentIndividual Coaching and Team Development

    Basic PI educationBasic PI education

    Small sampleSmall sample

    PDSA cyclePDSA cycle

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    Flow chart the existing processFlow chart the existing process

    Consider potential changes for improvementConsider potential changes for improvement

    Expose team to established best practicesExpose team to established best practices

    Compare current practice to a highCompare current practice to a high

    performing practiceperforming practice32

    PrePre--Collaborative Team WorkCollaborative Team WorkIndividual Coaching and Team DevelopmentIndividual Coaching and Team Development

    Help teams set broad goalsHelp teams set broad goals

    Reduce medication errors associated withReduce medication errors associated withhigh risk medications, or high risk medications, or 

    Improve medication reconciliationImprove medication reconciliation

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    en, narrow t e ocusen, narrow t e ocus

    Reduce medication errors in insulinReduce medication errors in insulinadministration by 50% by………administration by 50% by………

    Then to define the strategy to useThen to define the strategy to use

    This is where there should be room forThis is where there should be room forcustomization through innovationcustomization through innovation

    33

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    Collaborative TeamCollaborative Team

    MeetingsMeetings Prepares teams for networking among teamsPrepares teams for networking among teams

    Diversity enriches problemDiversity enriches problem--solving potentialsolving potential Teaching OpportunityTeaching Opportunity

    Introduction to systems theoryIntroduction to systems theory

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    Review the basics of ComplexityReview the basics of Complexity

    Identifying stake holdersIdentifying stake holders

    Defining goals and objectivesDefining goals and objectives

    PI ProcessPI Process

    Performing and understanding tests of changePerforming and understanding tests of change

    Diffusion of innovationDiffusion of innovation

    Envision their current and future processesEnvision their current and future processes

    34

    Spreading Good IdeasSpreading Good IdeasA SummaryA Summary

    Think “ pull”Think “ pull” —  —there are two major options forthere are two major options forthe spread of good ideas: push and pull.the spread of good ideas: push and pull. In aIn a pushpush strategy, you find the idea and use astrategy, you find the idea and use a

    variety of means to push the idea out to potentialvariety of means to push the idea out to potential

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    ..

    In aIn a pullpull strategy, you find the people who have astrategy, you find the people who have agenuine current interest in the prevention andgenuine current interest in the prevention andtreatment…, work with them to understand theirtreatment…, work with them to understand theirimprovement priorities and find improvement ideasimprovement priorities and find improvement ideasand other tools that address them..and other tools that address them..

    35

    Spreading Good IdeasSpreading Good IdeasA SummaryA Summary

    Reduce UncertaintyReduce Uncertainty —  —Rogers has found thatRogers has found thatuncertainty underlies much of the resistanceuncertainty underlies much of the resistancethat one encounters from potential users of anthat one encounters from potential users of an

    idea. Sources include:idea. Sources include:

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    ncer a n y rea e o e ea sencer a n y rea e o e ea se

    Resources that will be need to test and implement itResources that will be need to test and implement it

    Implications for jobsImplications for jobs

    Impact on current valuesImpact on current values

    Relationships, etcRelationships, etc..

    36

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    Spreading Good IdeasSpreading Good IdeasA SummaryA Summary

    Understand the Decision ProcessUnderstand the Decision Process —  —individuals andindividuals andgroups generally go through a 5groups generally go through a 5--step process before theystep process before they

    fully embrace a change. The steps are:fully embrace a change. The steps are:  Awar eness . Awar eness . When the person or group become aware of theWhen the person or group become aware of the

    idea and something about how it works operationally.idea and something about how it works operationally.

    PersuasionPersuasion.When the erson or rou fo rm favorable or  .When the erson or rou fo rm favorable or  

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    . l. lunfavorable attitudes toward the idea.unfavorable attitudes toward the idea.

    Decision.Decision. Where the person or group decide to adopt, adapt, orWhere the person or group decide to adopt, adapt, orreject the idea.reject the idea.

    ImplementationImplementation. Where the person or group put their version of. Where the person or group put their version ofthe idea into use.the idea into use.

    ConfirmationConfirmation. Where the person or group seek information that. Where the person or group seek information thatwill (or will not) reinforce the decision they made. If thewill (or will not) reinforce the decision they made. If theinformation does not confirm the decision, that decision may beinformation does not confirm the decision, that decision may be

    reversed at this point.reversed at this point.37

    Spreading Good IdeasSpreading Good IdeasA SummaryA Summary

    Spread is a Social ProcessSpread is a Social Process —  —steps 2 through 5 dependsteps 2 through 5 dependheavily on the social process that occurs in everyheavily on the social process that occurs in everyorganizationorganization—  —the interactions in the formal and, morethe interactions in the formal and, moreimportantly, informal groups of friends and trustedimportantly, informal groups of friends and trustedcolleagues. Facilitating honest, open, attentive and noncolleagues. Facilitating honest, open, attentive and non--

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    coercive conversations within these informal networks iscoercive conversations within these informal networks ispossibly the most important spread strategy anypossibly the most important spread strategy anyorganization can pursue.organization can pursue.

    In many cases, this may mean spending time creating orIn many cases, this may mean spending time creating orstrengthening ties among peersstrengthening ties among peers—  —forming “communities offorming “communities ofpractice” or “learning networks” among the people from thepractice” or “learning networks” among the people from the

    facilities with which you work.facilities with which you work.38

    Spreading Good IdeasSpreading Good IdeasA SummaryA Summary

    Fit the Idea to the EnvironmentFit the Idea to the Environment —  —an idea mayan idea maywork well in one organization and not in another,work well in one organization and not in another,at least not in the same form. All improvement isat least not in the same form. All improvement islocal, dependent as it is on the many variableslocal, dependent as it is on the many variables

    that make each or anization uni ue.that make each or anization uni ue.

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    Try it first on a small scaleTry it first on a small scale —  —when a team findswhen a team findsa promising idea, it’s best to test that idea on aa promising idea, it’s best to test that idea on asmall scale, see how it works, tinker with it andsmall scale, see how it works, tinker with it andtest it again. Several of these rapidtest it again. Several of these rapid--cycle testscycle testsmay be needed before there is confidence in andmay be needed before there is confidence in andgood support for the idea. It’s then time togood support for the idea. It’s then time toimplement if for real!implement if for real!

    39

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    Spreading Good IdeasSpreading Good IdeasA SummaryA Summary

    Sustain the GainSustain the Gain —  —good changes often gogood changes often go

    off the track when attention moves to otheroff the track when attention moves to othermatters. Great gains are often notmatters. Great gains are often not

    sustained. Make the policy, procedures,sustained. Make the policy, procedures,

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    skill building, cultural and other changesskill building, cultural and other changes

    that will be needed to assure that a usefulthat will be needed to assure that a useful

    change stays put.change stays put.

    40

    So what could derail teambuilding inSo what could derail teambuilding in

    organizations??organizations??

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    Conflicts…Conflicts…

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    ConflictConflict

    The value of conflictThe value of conflict

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    conflictconflict

    Conflict interventionConflict intervention

    43

    ConflictConflict

    The value of conflictThe value of conflict

    EnergyEnergy

    CreativityCreativity

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    DepthDepth

    Effective solutionEffective solution

    Too much agreement is a risk toToo much agreement is a risk to

    effective team functioning.effective team functioning.

    44

    Conflict…Conflict…

    IGNOREDIGNORED Productivity dropsProductivity drops

    UnpleasantUnpleasant

    MANAGEDMANAGED Changes occur Changes occur 

    Feelings airedFeelings aired

    ClarificationClarification

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    StressStress

    Less informationLess information

    More time lostMore time lost

    UnderstandingUnderstanding

    More involvementMore involvement

    IncreasesIncreasesmotivation andmotivation andcreativitycreativity

    IncreasesIncreasesalternativesalternatives

    45

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    ConflictConflict

    Conflict results from disagreement aboutConflict results from disagreement about

    the following:the following:

    FactsFacts

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    MethodsMethods

    GoalsGoals

    ValuesValues

    46

    Understanding &Understanding &

    Beliefs About ConflictBeliefs About Conflict

    Conflict is natural and can be valuableConflict is natural and can be valuable

    Conflict can be a source of energyConflict can be a source of energy

    Conflict is a result of real differencesConflict is a result of real differences

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    erences n perspec ves are o enerences n perspec ves are o ennecessary for breakthrough thinkingnecessary for breakthrough thinking

    One’s view and habits in handling conflict areOne’s view and habits in handling conflict areimportant determinants of the outcomes of aimportant determinants of the outcomes of aconflictconflict

    Mastering skills in managing conflict takesMastering skills in managing conflict takes

    lots of practicelots of practice47

    Response to ConflictResponse to Conflict

     Ask yourself 2 ques tions Ask yourself 2 ques tions::

    How important to you is t he opinion, goal, orHow important to you is t he opinion, goal, orperspective under discussion?perspective under discussion?

    How important to you is it to maintain goodHow important to you is it to maintain good

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    re a ons p w e peop e w w om you arere a ons p w e peop e w w om you arein conflict?in conflict?

    Then use one of the following responses:• Avoid (prevention)• Smooth (minimise & sacrifice)• Force (win-lose)• Compromise (lose-lose)• Solve the problem (win-win) 48

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    Promoting Quality

    Dealing with ConflictsDealing with Conflicts

     Anticipate & prevent whenever possible Anticipate & prevent whenever possible

    Think of each problem as a group problemThink of each problem as a group problem

    Neither over Neither over--react not under react not under--react.react.

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      ea ers range o responses nc u es:ea ers range o responses ncu es:

    do nothing (do nothing (nonnon--interventionintervention))

    off off--line conversation (line conversation (minimal interventionminimal intervention))

    impersonal group time (impersonal group time (low interventionlow intervention))

    off off--line confrontation (line confrontation (medium interventionmedium intervention))

    inin--group confrontation (group confrontation (high interventionhigh intervention))

    expulsion from the group (expulsion from the group (rarely userarely use))

    49

    Tactics for ConflictTactics for ConflictInterventionIntervention

    Select neutral territorySelect neutral territory

    Make sure the setting is informalMake sure the setting is informal

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    a e sure a appropr a e peop e are presena e sure a appropr a e peop e are presen

    Set an agenda and groundSet an agenda and ground--rules; stick torules; stick tothemthem

    Manage the time carefullyManage the time carefully

    Use active listening and constructiveUse active listening and constructivefeedback skills throughout the interventionfeedback skills throughout the intervention

    Suppress or contain triggersSuppress or contain triggers50

    Biased ?Biased ?

    Not Me!Not Me!

    Bias is universal.Bias is universal. Everyone sees things from a slightlyEveryone sees things from a slightly

    different perspectivedifferent perspective..

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    We only see what we look for We only see what we look for  Present company excepted, of course.Present company excepted, of course.

    Bias can result in:Bias can result in: Impaired CommunicationImpaired Communication

    Disagreement and conflict.Disagreement and conflict.

    51

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    Bias Generated ConflictBias Generated Conflict

    Physician’s view ofPhysician’s view of

    CEOsCEOs Profits before patientsProfits before patients

    Cost before ualitCost before ualit

    What CEOs wantWhat CEOs want

    Quality of careQuality of care

    Local communityLocal communityissuesissues

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    Market dominance andMarket dominance andcontrolcontrol

    Regional or nationalRegional or nationalambitionsambitions

    Physician partnershipPhysician partnership

    Patient advocacy andPatient advocacy andtrusttrust

    Health system costsHealth system costsand marginsand margins

    Source: The Physician Perspective: Key Drivers of Physician Loyalty,

    Copyright 1999, The Health Care Advisory Board, The Advisory Board

    Company.52

    Bias Generated ConflictBias Generated Conflict

    CEO’s view ofCEO’s view of

    Physicians:Physicians:

    Professional incomeProfessional income

    What doctors want:What doctors want:

    Quality of careQuality of care

    Local communityLocal communityissuesissues

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    Share of ancillary profitsShare of ancillary profits

    Equity and ownershipEquity and ownership

    Clinical autonomyClinical autonomy

    Patient advocacyPatient advocacyand trustand trust

    Professional incomeProfessional income

    Source: The Physician Perspective: Key Drivers of Physician Loyalty,

    Copyright 1999, The Health Care Advisory Board, The Advisory BoardCompany.

    53

    Crucial Conversations &Crucial Conversations &

    Conflict ResolutionConflict Resolution

    Effective communicationEffective communication

    Eliminates biasEliminates bias

    You help me to understand my bias and yourYou help me to understand my bias and your

    true motivations, andtrue motivations, and

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    I help you to understand your bias, and myI help you to understand your bias, and my

    true motivationstrue motivations

    Enriches the total viewEnriches the total view

    Two (or more) perspectives can give a moreTwo (or more) perspectives can give a more

    complete picturecomplete picture

    54

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    Promoting Quality

    Eliminated BiasEliminated Bias

    Opportunity for collaborationOpportunity for collaboration

    What CEOs w antWhat CEOs w ant

    Quality of careQuality of care

    Local communityLocal communityissuesissues

    What doctors wantWhat doctors want

    Quality of careQuality of care

    Local communityLocal communityissuesissues

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    PhysicianPhysicianpartnershippartnership

    Patient advocacyPatient advocacyand trustand trust

    Health systemHealth systemcosts & marginscosts & margins

    ClinicalClinicalautonomyautonomy

    Patient advocacyPatient advocacyand trustand trust

    Professional incomeProfessional income

    55

    GroupthinkGroupthink

    What is it?What is it?

    How do you recognize it?How do you recognize it?

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    Why is itWhy is it notnot usually desirable?usually desirable?

     Are there exceptions? Are there exceptions?

    56

    Groupthink (cont.)Groupthink (cont.)

    What are the conditions forWhat are the conditions for

    groupthink?groupthink?

    “ ”“ ”

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    IsolationIsolation

    DomineeringDomineering

    ClosedClosed--mindedminded

    57

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    Groupthink (cont.)Groupthink (cont.)

    How to prevent groupthink?How to prevent groupthink? Use scientific methodUse scientific method

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    External eyeExternal eye

    Criteria to evaluate optionsCriteria to evaluate options

    Risk assessmentRisk assessment

     Alternatives Alternatives

    58

    SummarySummary

    Understanding team and team building is essential inUnderstanding team and team building is essential inquality improvement since all quality improvementquality improvement since all quality improvementactivities require team work.activities require team work.

     Appreciation of effective team work would enhance Appreciation of effective team work would enhance

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      ,,but also getting the task done in a harmonious andbut also getting the task done in a harmonious andenjoyable environment.enjoyable environment.

    Conflict in a team can be healthyConflict in a team can be healthy. Appreciating the. Appreciating thevalue of conflict and how to recognise it wouldvalue of conflict and how to recognise it wouldenhance the team ability to strategically managed it.enhance the team ability to strategically managed it.

    59

    One determined person can make a

    significant difference, but a small

    group of determined people can

    change the course of history.

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    Any ???Any ???

    60

    --- Sonia Johnson