How to Lead and Inspire a Team

Emergency Department Directors Academy – Phase II
How to Lead and Inspire a Team
May 2011
5/9/2011
Building and Leading Teams in
the Emergency Department
Thom Mayer, MD, FACEP, FAAP
Building, Leading and Inspiring
Teams
1
5/9/2011
Huddle Up!
Winners OWN Teamwork
2
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Teammates
or
Cowboys ?
Our View of Ourselves?
3
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Teams – People Doing What I Want ?
• “All I wanted
was compliance
with my wishes
after reasonable
discussion.”
• The Second
World War
Teamwork itself is an End Result
• Outcomes have
their distinct
“impact value”
(Patients First)
• The experience of
the process itself
“collaborative
collaborative
value”
• (Value to the Team)
4
5/9/2011
3 Key Aspects of Team Building
Integrity
g y
of the Data and the Leader
Incentive
Trust
iin the h
process
To be an effective ff i
team member
Maslow’s Hierarchy of Needs
and
Your Emergency Department
Best Practices
A “Best in Class” learning organization
Patient flow, Patient satisfaction,
+
Workforce Satisfaction
Teams and Teamwork
Effective leadership
Is the ED Staffed?
Right people, Right number, Right mix
5
5/9/2011
Leading Teams=Connecting Silos
Silos Are Not ALL Bad
• Training
• Practice
P
ti
• New knowledge and
skills
• Sense of identity
• Culture
• Familiarity and
comfort
6
5/9/2011
Silos-The Patient’s View
Triage
Placement
Triage and Registration
In the ED
MD
Call for Bed or Discharge
Exit ED
Disposition Decision to Exit the ED
Test and Treat
Room Utilization
Room Utilization
Opportunity for Improvements within each Sub Cycle
If You…
•
•
•
•
•
Establish silos
Tolerate Silos
Measure by Silos
Punish by Silos
Reward by
Silos…
7
5/9/2011
You Will Inevitably Get…
Don’t Let Life Be a Surprise to You!
• We should
never be
surprised when
people working
in silos defend
th i turf!
their
t f!
8
5/9/2011
Fill the Gaps with A Team Processes
Leading Teams
• Leveraging Capacity
• “Give me a lever long enough and I can move the world.”
Archimedes
• Teams in a fundamentally capacity-constrained
environment
• Strategic Connectivity
• My distinctness-What do I do to the exclusion of or
different from others
• Others distinctness-What I don’t but others do
Connectivity/Flow-seeing
seeing connections and capability
• Connectivity/Flow
where others may not
• “I’m your doctor, even when I’m not in the room. Let the
team know and they will let me know.”
9
5/9/2011
Beware of Old Habits
• Anchoring
• If you always
l
do
d what
h t you always
l
did,
did you’ll
’ll
always get what you always got.
• One definition of insanity…
• Anchoring Bias
• “We can’t have the nurses attend our
meetings!”
• “We can’t ask the nurses to rank us!”
• “Nurses aren’t trained to make treatment
decisions-we are!”
Team Work and the 5 “Whys”
•
•
•
•
•
•
“We don’t need scribes in our ED.”
Why?
“I’m doing just fine without them.”
Why?
“Because I’ve worked 20 years without them.”
Why? You also worked 20 years without angioplasty
for AMI’s
• ‘I’m uncomfortable with scribes.”
• Why?
• “I really don’t want someone watching me while I
work!”
10
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How Do You Select Docs?
The Problem of the Apostrophe
Physicians/Nurses
Physician/Nurse Leaders
• “My job is
to meet my
patient’s
needs.”
d ”
• “My job is
to meet our
patients’
needs.”
d ”
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Stakeholder Analysis Boundary Mgt
• Who are the key
stakeholders in any given
issue?
• What do they view as their
stake?
• What do you view as their
stake?
• How can that stakeholder
influence the change you are
undertaking?
• Healthcare is an
infinite series of
boundaries
• Creating a
boundaryless
organization
• Leading the charge in
minimizing “boarder
patrol” issues
• Putting the patient
first-ALWAYS !!!!
Case Study
Opening the Back Door of the ED
•
•
•
•
You have made incredible
progress on LOS for nonadmitted
d itt d patients,
ti t through
th
ha
series of brilliant strategies on
“Front End Flow.”
However, boarding and decision
to inpatient bed is still abysmal
And now it is clearly causing
your non-admitted LOS gains to
erode
How are you going to affect
change? Who is critical to this
change management effort?
•
•
•
•
•
Who are the key stakeholders in
this issue?
What do they view as their
stake?
What do you view as their
stake?
How can that stakeholder
influence the change you are
undertaking?
How can y
you let Rule #1 g
guide
the process?
12
5/9/2011
The number one sign of the health of an ED
is the relationship
between the physicians and the nurses
MD
•
•
•
•
•
•
•
•
Autonomous
Authoritarian
Hierarchical
Intense, focused time
Outcomes-driven
Technical expertise
Problem Solver
Linear perspective
RN
•
•
•
•
•
•
•
•
Team-Dependent
Collaborative
Communications
Expanded time
Process-driven
Interactive-service
Critical thinking skills
Circular perspective
13
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Biggest Teamwork Problems
Nurses Only!
Biggest Problems-Nurses Perspective
•
•
•
•
•
•
•
Lack of teamwork
L k off collaboration
Lack
ll b ti
Lack of appreciation
Critical reasoning skills underutilized
Too much charting
p
in new hires
Too little experience
Lack of accountability for results
14
5/9/2011
What Do Nurses Want?
“Excellence is what
we strive for-but
consistency is what
we demand.”
Spinoza
ED Docs and Nurses
•
•
•
•
•
•
We are educated differently
Our vocabulary is different
We dress differently
We spend our time differently
Yet…
We share the same space, the same goals, the same
constraints, the same frustrations
• We are “strapped to the mast” together, like it or not
15
5/9/2011
Key Issue-360 Degree Feedback
• Great idea-you go first!
• Do you value nursing?
• Will you have nurses
evaluate you?
• Do you get to evaluate
them?
• Does it make us better
clinicians?
• Quality of the feedback
• Ability to integrate
feedback into action
Do Your Nurses…
• Interview physician candidates?
• Have a voice in a 360 degree evaluation of the
physicians?
• Feel that their concerns will be used to hold physicians
accountable?
• Feel comfortable brining “gestalt” problems to you?
• Hold their nurses accountable?
• Is there a double standard?
• Have a voice in ED operations decisions?
16
5/9/2011
What Makes a Great ER Nurse?
1.
2.
3.
4.
5.
What Makes a Great ER Nurse?
•
•
•
•
Talent
Teamwork
Leadership
Execution
1) Customer Service
2) Communication
3) Flow
PATIENT FIRST
ANTICIPATION
COVERS YOUR “SIX”
NEVER SURPRISED
LOVES INNOVATION…
17
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What are the biggest Nursing Problems
Your ED Faces?
•
•
•
•
•
•
•
•
Nursing Shortage (Vacancy rate)
Lack of Experienced Nurses
How many actually show up?
Language issues
Loss of “institutional memory”
Lack of accountability
Turnover
“Pit Bull” Charge Nurse lacking
Biggest Problems-Nurses Perspective
•
•
•
•
•
•
•
Lack of teamwork
L k off collaboration
Lack
ll b
ti
Lack of appreciation
Critical reasoning skills underutilized
Too much charting
p
in new hires
Too little experience
Lack of accountability for results
18
5/9/2011
ED Docs Must Be…
• Capable
p
of “playing
p y g in the
sandbox”
• Team Leaders
• Team Followers
• The strongest advocate for
nurses in the ED
• The strongest advocates for
nurses in the hospital
• Servant Leaders
ED Leadership Team-Monday Rounds
•
•
•
•
•
•
•
•
Chair
Medical Director
Pediatric Medical Director
Senior Patient Care Director
Patient Care Directors
Purpose-Where have we been ?
Where are we going this week?
Problems from the weekend
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5/9/2011
ED Leadership Team-Department Mtg
Senior PCD attends every Department
Meeting
g
Keeps problems small
Purpose
Information flow with regard to nursing
projects
Manage “P and Moan” factor
Direct communication for
f all emergency
physician with senior nursing leadership
What can we do to make your job easier?
ED Leadership Team- ED Ops and PI
•
•
•
•
•
•
•
•
•
•
Emergency Physicians
Nurses
Lab
Imaging
Registration
Scribes
Bed Board
Social Services
EMS/Helicopter
Purpose-Common Huddle for all ED Ops
20
5/9/2011
MD-RN Leaders
•
•
•
•
•
•
•
•
Proactive, positive relationship
MD as the strongest advocate for nurses
Frequent meetings
Supportive relationship
Team goals, team results
Empowerment, not autonomy
S k and
Seek
d celebrate
l b t small
ll victories
i t i
Celebrate publicly
The Huddle
•
•
•
•
•
•
•
Charge Doc
Charge Nurse
Nursing Supervisor
Bed Board
Proactive
Positive
Predictable
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If you could do three things to improve your
Emergency Department, what would they be…
1.
2.
3.
What Do You Want to See More Of?
What Do You Want to Less Of?
22
5/9/2011
What Makes a Great ER?
1.
2.
3.
4.
5.
What Makes a Great ER?
• Leadership
p
• Service
Excellence
• Hardwiring
Flow
• Creating the
Risk-Free ED
• Teamwork
23
5/9/2011
Recruitment
• What is the ED’s vision (Why?), mission (What?),
strategies and tactics(How?)
• Chris Argyris- Espoused Strategy versus Enacted
Strategy
• Why should a highly-talented young gun want to work
here?
• Why would anyone want to be led by you?
• What will I be like in 3, 5, 10 years?
• You say “team,” but do you play team?
The Cold, Hard Reality of EM
• I really don’t care how your ED
works when you are there.
• I care how it works when
you’re not there.
24
5/9/2011
The Wisdom of Lou Holtz
At a ffundamental
d
t l llevel,
l thi
this is
i
ALL Change Management.
All Change Management
requires LEADERSHIP.
25
5/9/2011
“People wish to be settled; but only as far as they are unsettled, is there any hope for them.” Ralph Waldo Emerson
Leading Change…
Change is an Art…
R i t
Resistance
iis a S
Science
i
26
5/9/2011
Leading Change…
Change is an Art
Art…
Resistance is a Science…
M d l ti R
Modulating
Resistance
i t
iis L
Leadership
d hi
Addressing Resistance:
Four Steps to Remember
1. Bring the resistance to the surface
“I’d like to hear your thoughts on this”
“Tell me what concerns you about this”
2. Listen and empathize
“You’re right that this will mean some inconvenience”
“I can understand how that could be a problem for you”
“Is there anything else that you see as a problem?”
3. Probe further and explore options
“I want to understand yyour assumptions
p
about this and how it will affect
you”
“How can this be made to work from your point of view?”
4. Summarize what you have heard
“Here’s what I’ve heard you say”
“Let me review what we’ve covered
53
27
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A Wedge…
And a Magnet…
28
5/9/2011
THE BEST MAGNET?
• IT MAKES
YOUR
JOB
EASIER !
29
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Change Management
The Change Model-Kurt Lewin
1. Unfreeze (shock a system out of stasis)
2. Transform (make purposeful adjustments)
3. Refreeze (engrain adjustments in system)
– Change as a journey, not a destination
– Communication is critical
The Eight Stage Change Process-John
Kotter
1. 1 Establish a sense of urgency
2 Create the guiding coalition
2.
3. Develop a vision and strategy
4. Communicate the change vision
5. Empower broad-based action
6. Generate short term wins
7. Consolidate gains and produce even more
change
8. Anchoring new approaches in the culture
John Kotter- Leading Change
.
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5/9/2011
Kotter & Lewin
Unfreeze
Change
Freeze
1. Establishing a Sense of Urgency
2 Creating a Guiding Coalition
2.
3. Developing a Vision & Strategy
4. Communicating the Change Vision
5. Empowering Broad-based Action
6 Generating Short
6.
Short-term
term Wins
7. Consolidating Gains & Producing more Change
8. Anchoring New Approaches in Culture
Kurt Lewin, "Frontiers of Group Dynamics", Human Relations, Volume 1, pp. 5‐41
How to Raise Urgency
More honest Too much discussion of
discussion of happy talk problems in from senior newsletter and management
speeches
Rewards for Busy/ stressed seizing future people tend opp. & current toward denial
inability to pursue them
Low
Low‐
Use confrontation, consultants etc low‐candor, to force more kill‐the‐
honest messenger discussion
culture
Create a crisis Absence of a major and (allow visible crisis
financial loss)
Too many
Too many Eliminate visible visible excess
resources
URGENCY
Set targets Low overall that can’t be performance hit via standards
business as usual
Hold Narrow accountable functional for broad goals for measures, not employees
subunits
Require talking Lack of with external unsatisfied feedback on customers, performance
unhappy suppliers
Share more Focused on the results with wrong employees, performance esp. versus measures
competitors
Kotter, John P. Leading Change. Harvard Business School Press, 1996.
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2. Form a powerful guiding coalition
• Change efforts often start with just 1-2
people.
people
• But they must continually ripple to include
more and more who believe the changes are
necessary.
• The need in this phase is to gather a large
enough initial core of believers (3
(3-5
5 people)
people).
• This initial group should be relatively
powerful.
• They help bring others on board with the new
ideas.
Kotter, John P. 1995. Leading Change: Why Transformation Efforts Fail. Harvard Business Review. 73(2): 59‐67.
Adopter Categories
Innovators
Early
Majority
Late
Majority
Early
Adopters
2.5%
13.5%
Laggards
34%
34%
16%
Source: Rogers, 1995
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3. Create a vision
• A picture of the future that is relatively easy to
communicate and appealing to the stakeholders.
– What will be better? How will I fit?
• Helps clarify the direction in which an organization
needs to move.
• Useful rule of thumb:
– If y
you can’t communicate the vision to
someone in 1 minute or less and get a
reaction that signifies both understanding
and interest, you are not yet done with this
phase of the transformation process.
Kotter, John P. 1995. Leading Change: Why Transformation Efforts Fail. Harvard Business Review. 73(2): 59‐67.
4. Communicate the vision
• Estimate how much communication of the vision is
needed, and then multiply that effort by a factor of
10-20 !
• Insufficient:
– Holding a single meeting or sending out a single
communication.
– Making speeches to group of employees.
– Newsletters
• Walk the talk
talk, nothing undermines change more than
wrong behavior by important individuals.
• Tip:
– use every existing communication channel
and opportunity.
Kotter, John P. 1995. Leading Change: Why Transformation Efforts Fail. Harvard Business Review. 73(2): 59‐67.
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Beware Signal Loss
CEO to VP: Today at 11:00 there will be a total eclipse of the sun. This is when the sun
eclipse of the sun. This is when the sun disappears behind the moon for 2 minutes. This is something that cannot be seen everyday. Time will be allowed for employees to view the eclipse in the parking lot at ten till 11, when I will deliver a short speech introducing the eclipse and giving some
introducing the eclipse and giving some background information. Safety goggles will be made available at a small cost.
Contributed to Swenny's E‐mail Funnies by Ajay Ambastha, Mumbai, India
Beware Signal Loss
VP to Director: Today at 10 till 11 all staff should VP
to Director: Today at 10 till 11 all staff should
meet in the parking lot. This will be followed by a total eclipse of the sun, which will disappear for two minutes. For a moderate cost, this will be made safe with goggles. The CEO will deliver a short speech beforehand to give us all some background information. This is not something that can be seen every day.
y y
Contributed to Swenny's E‐mail Funnies by Ajay Ambastha, Mumbai, India
34
5/9/2011
Beware Signal Loss
Director to Manager: Today the CEO will deliver a short speech to make the sun disappear for 2 minutes in an eclipse. This is something that cannot be seen everyday, so people will meet in the d
l ill
t i th
parking lot at 10 or 11. This will be safe, if you pay a moderate cost.
Contributed to Swenny's E‐mail Funnies by Ajay Ambastha, Mumbai, India
Beware Signal Loss
Manager to Supervisor: Ten or eleven staff are to go to the parking lot where the CEO will eclipse the sun for 2 minutes. This doesn’t happen every day. It will be safe, but it will cost you.
f b t it ill
t
Contributed to Swenny's E‐mail Funnies by Ajay Ambastha, Mumbai, India
35
5/9/2011
Beware Signal Loss
Supervisor to Employees: Some employees will go to the parking lot today to see the CEO disappear. It is a pity this doesn’t happen every day.
Contributed to Swenny's E‐mail Funnies by Ajay Ambastha, Mumbai, India
5. Empower others to act on the vision
•
•
•
•
People don’t resist their own ideas.
Even if they
y can’t p
plan “what” they
y can p
plan “how”.
Remove any key obstacles to the change.
Nothing is more frustrating than believing in the change but not
having the time, money, or support needed to effect it.
• Potential obstacles for employees:
– Narrow job definitions.
– Compensation and appraisal systems.
systems
• The action is essential both to empower others and to maintain
the credibility of change effort.
Kotter, John P. 1995. Leading Change: Why Transformation Efforts Fail. Harvard Business Review. 73(2): 59‐67.
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5/9/2011
Empowering People to Effect Change
•
•
•
•
Communicate a sensible vision to employees
M k structure
Make
t
t
compatible
tibl with
ith the
th vision
i i
Provide the training employees need
Align information and personnel systems to
the vision
• Confront supervisors who undercut needed
change
Kotter, John P. Leading Change. Harvard Business School Press, 1996.
6. Create short-term wins.
• Change takes time. High risk for loss of momentum
and the onset of disappointment.
• Most people won’t go on a long march for change
unless they begin to see compelling evidence that
their efforts are bearing fruit.
• Balance “preparing for” and “implementing”
• PLAN short-term gains, hit them, celebrate them.
Don’t just hope for them.
them
• Commitments to produce short-term wins help keep
the urgency level up.
Kotter, John P. 1995. Leading Change: Why Transformation Efforts Fail. Harvard Business Review. 73(2): 59‐67.
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5/9/2011
7. Consolidate gains & create more change
• Don’t declare victory too soon. That kills
momentum. Old traditions reclaim ground.
• Can take 5-10 years to sink deeply into a culture
• New approaches are fragile and subject to
regression.
• Use the feeling of victory as the motivation:
– to expose opportunities for more tuning
– to move people committed to the new
ways into key roles
Kotter, John P. 1995. Leading Change: Why Transformation Efforts Fail. Harvard Business Review. 73(2): 59‐67.
Anchoring Change in Culture
•
•
•
•
•
Culture comes last, not first
Depends on results
Requires a lot of talk
May involve turnover
Makes decisions on succession
crucial
Kotter, John P. Leading Change. Harvard Business School Press, 1996.
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Nothing so needs
reforming as other
people’s habits.
Mark Twain
Your Thoughts on Doc-RN?
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5/9/2011
Integrating Administration into the Team
•
•
•
•
•
•
•
•
•
•
Align strategic incentives.
Define success –and its metrics
Meet frequently-use time judiciously
The power of the carbon copy, email, voice mail
Frame questions cautiously
Understand the language, philosophy, strategies
Inform them of problems prospectively
Public praise, private problems
B responsive
Be
i
If it’s an ED problem, it’s your problem
“There’s a new Sheriff in Town” CMO
• Relatively new addition to the leadership
team
• Deep joy/deep need or tired of clinical
practice
• Varied backgrounds
• Varied training for the position
• Friend or Foe?
• Beware management by anecdote
• Move upstream to his/her sources
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Negotiation Skills
• Negotiation is a fundamental skill of all
leaders
• The best are highly nuanced
• The best know they can often win big by not
always winning
• Negotiation is not exclusively an innate skill
• There are excellent resources available for
learning and enhancing negation skills
The Role of the BATNA
•
•
•
•
•
Best
Alternative
To a
Negotiated
Agreement
What are you left with if negotiations break down ?
41
5/9/2011
The BATNA
•
•
•
•
•
•
•
•
Spend some time on it, know it, write it down
Keep
p it to yourself
y
(lots
(
of p
power in timing)
g)
The greater your BATNA, the greater your power
Like all power, the strength is in not using it (until the time is
right)
However, if they know you can walk away, your power
increases
The Trip Wire (above the BATNA)
Boost/grow your BATNA
Know their BATNA
BATNA Versus Best Agreement
•
Best Negotiated Agreement
N
Negotiate!
ti t !
•
•
BATNA
•
Best Negotiated Agreement
Don’t negotiate!
•
BATNA
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The ED Leader and the Medical Staff
•
•
•
•
•
•
Align strategic incentives
M t l respectt and
Mutual
d appreciation
i ti
Round on admitted patients
Round in the MD lounge
Focused, succinct clinical summaries
g summaries on ALL
Obtain discharge
admitted patients
• Inform leaders prospectively on
inflammatory lesions
Despite the elegance of the plans, one must
occasionally look at the results.
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5/9/2011
Of all the will toward the ideal in mankind
only a small part can manifest itself in
public action. All the rest of this force
must be content with small and obscure
deeds. The sum of these, however, is a
thousand times stronger than the acts of
those who receive wide public
recognition. The latter, compared to the
former, are like the foam on the waves of
a deep ocean
ocean.
Albert Schweitzer, MD
Out of my Life and Thought
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References
References
Berwick D. A primer on leading the
improvement of systems. BMJ 1996; 312:
619 622
619-622.
Langley J, Nolan K, Nolan T, Norman, C,
Provost L. The Improvement Guide. (San
Francisco: Jossey-Bass 1996)
Sirkin, H., Keenan P., and Jackson A. The Hard Side of Change
Management, Harvard Business Review, October 2005.
Tufte,
T
ft E.,
E The
Th Vi
Visuall Display
Di l off Quantitative
Q
i i
Information, (Cheshire, CT:Graphics
Press,1983)
45
5/9/2011
References
Bandura A. Social Foundations of Thought and Action. Englewood Cliffs,
N.J.: Prentice Hall, Inc. 1986.
Kotler P
P., Roberto E.: Social Marketing: Strategies for Changing Public
Behavior. New York, NY: Free Press, 1989.
Prochaska J., Norcross J., Diclemente C. In Search of How People
Change, American Psychologist, September, 1992.
Rogers, E. Diffusion of Innovations. New York: The Free Press, 1995.
Addressing the human side of change
Heifetz, Ron: Leadership Without Easy Answers
References
• Edwards N, Kornacki MJ, Silversin J; Unhappy Doctors: what
are the causes and what can be done? BMJ 2002; 324: 83538
• Derwick DM, Nolan TW; Physicians as Leaders in Improving
Healthcare; Ann Inter. Med. 1998; 128 (4):289-292
• Silversin J, Kornaki MJ; Leading Physicians Through Change:
How to Achieve and Sustain Results; American College of
Physician Executive, 2000.
• Heifetz R; Leadership Without Easy Answers; 1994
• Giuliani, R; Leadership; 2002
• Kotter J; What Leaders Really Do; 1999
• Galliour F; “Healthcare Transformation Parts I, II, III;” Health
Leaders News; February 2003
• Reinertsen J, Pugh M, Bisognano M; Seven Leadership
Leverage Points; Innovation Series 2005 whitepaper,
www.ihi.org
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References - Developing Leadership
1. Augustine, NR: Managing the Crisis You Tried to Prevent.
Harvard Business Review. November - December, 1995.
2. Fisher R and Brown S: Getting Together: Building
Relationships as We Negotiate. Penguin Books, 1988.
3. Mayer T: Leadership, Management, Stewardship, and
Motivation. In: Salluzzo R, Mayer T, Strauss R (Editors)
Emergency Department Manager: Principles and
Applications. St. Louis, Mosby, 1997.
4. Mayer T: Departmental Integration Strategies. In: Salluzzo
R, Mayer T, Strauss R (Editors). Emergency Department
Management: Principles and Applications. St. Louis, Mosby,
1997.
5. Mayer T: Managing Professionals in Organizations. In
Salluzzo R, Mayer T, Strauss R (Editors). Emergency
Department Management: Principles and Applications. St.
Louis, Mosby, 1997.
•
•
•
•
•
6.
Zaleznik A: Managers and Leaders: Are they different?
Harvard Business Review, March April 1992: 126-135.
7.
Kotter JP: What Leaders Really Do. Harvard
B i
Business
R
Review;
i
M - June,
May
J
1990 103
1990:
103-111.
111
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