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Annual Meeting & Exposition Seattle, Washington | March 22‐25 Developing Leadership Skills in Residents and Program Personnel Nancy A. Alvarez, PharmD, BCPS, FAPhA

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Page 1: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

Annual Meeting & ExpositionSeattle, Washington | March 22‐25

Developing Leadership Skills in Residents and Program PersonnelNancy A. Alvarez, PharmD, BCPS, FAPhA

Page 2: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Summarize the benefits of a “whole person approach” to leader development. 

• Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Analyze and apply coaching techniques to ‘lead from behind’  • Discuss elements of conversation strategies for performance and beyond  

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Learning Objectives

Page 3: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

“Leadership is one of the most observed and least understood phenomena on earth”~ James MacGregor Burns

“In the knowledge worker age, you manage things and lead people”~ Steven R. Covey

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Page 4: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

“Leadership is one of the most observed and least understood phenomena on earth”~ James MacGregor Burns

“In the knowledge worker age, you manage things and lead people”~ Steven R. Covey

…So what are the risks of managing and (controlling) residents and program staff?  

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Page 5: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Insulting• Disconnecting• Depersonalized work• Create low‐trust• Disempowering/fearful of making mistakes• Dissatisfied with experience• Untapped creativity, talent, resourcefulness

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Risks of Not Leading Residents/Program Staff 

Page 6: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

Whole People – Residents & Program Staff

SPIRIT

HEART

MIND

BODY

VALUES

INTERESTS

STRENGTHS

NEEDS

PLEI Operating System, 2017   

Page 7: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Who are we being• Not what are we doing 

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Help Leadership Work ‐ Ways of BEing

PLEI Operating System, 2017   PLEI Operating System, 2017   

PLEI Operating System, 2017   

Page 8: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Orientation

PLEI Operating System, 2017   

Page 9: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

Orientation Cont’d

9PLEI Operating System, 2017   

Page 10: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Orientation Cont’d

PLEI Operating System, 2017   

Page 11: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Orientation Cont’d

Page 12: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Orientation Cont’d

PLEI Operating System, 2017   

Page 13: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Orientation Complete  

Page 14: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Thematic Focus  

PLEI Operating System, 2017   

Page 15: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Leading from…

Within Behind In Front

PLEI Operating System, 2017   

Page 16: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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The Hard Work of Residency Directors is… 

Within Behind In Front

PLEI Operating System, 2017   

Page 17: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

17PLEI Operating System, 2017   

Page 18: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Speed meeting sessions• Design a question and capture responses• Use for group assimilation

• Encourage others to develop VISN charts• Dive deep to help others• Look to create alignment • Use as guide for coaching• Inspire use for discovery sessions 

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Make space/time for VISN

VALUES

INTERESTS

STRENGTHS

NEEDS

PLEI Operating System, 2017   

Page 19: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Gallup StrengthsFinders 2.0 + other self‐ID• To what degree do you leverage each strength in your life (home, organizations, etc.)

• In what activities do you engage where your strengths are absent?

• What aren’t you doing now and could to engage your strengths?

• How well do your strengths align with what you know of this residency?

• Where do you spend time thinking and impact?• Strengths or weaknesses 

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VISN Example #1 ‐ Strengths

PLEI Operating System, 2017   

Page 20: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Identify top joy/fun themes and list• Dive deeper to enhance understanding

• What is enjoyable and fun and why?  • Focus on activities you actually like doing

• Example: I love to travel (what)• Learn about new cultures (Why #1)• Learn about history (Why #2)• Adventure/exciting (Why #3)

• Example: I love to watch Dancing With the Stars• Exposed to individuals unknown to me• Learn about growth path taken by others

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VISN Example #2 ‐ Interests

PLEI Operating System, 2017   

Page 21: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Coaching…EIE (IO)

Education Inspiration

Empowerment

Page 22: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

Annual Meeting & ExpositionSeattle, Washington | March 22‐25

What are the challenges associated with using coaching techniques? ? 

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Page 23: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

Annual Meeting & ExpositionSeattle, Washington | March 22‐25

What are the challenges associated with using coaching techniques?  

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Page 24: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

Annual Meeting & ExpositionSeattle, Washington | March 22‐25

What are the challenges associated with using coaching techniques?  

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Page 25: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Easier to give advice and difficult to refrain• Desire to fix the problem – take over• Lack of control over the situation• Discomfort with feeling vulnerable• Discomfort with feeling less useful/helpful

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Challenges with Coaching

Page 26: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Kickstart: “What is on your mind (right now)?”• AWE: “And what else?”• Focus: “What is the real challenge for you here?”• Foundation:  “What do you want?”• Lazy: “How can I help?”• Strategic:  “If you are saying YES to this; to what are you saying NO? • Learning:  “What was most useful for you?”

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The Coaching Habit:  Seven Essential Questions

Stanier MB.  The Coaching Habit: Say Less, Ask More, & Change the Way You Lead Forever. Toronto ON Canada: Box of Crayons Press [2016].   

Page 27: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Kickstart: “What is on your mind (right now)?”• AWE: “And what else?”• Focus: “What is the real challenge for you here?”• Foundation:  “What do you want?”• Lazy: “How can I help?”• Strategic:  “If you are saying YES to this; to what are you saying NO? • Learning:  “What was most useful for you?”

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The Coaching Habit:  Seven Essential Questions

Stanier MB.  The Coaching Habit: Say Less, Ask More, & Change the Way You Lead Forever. Toronto ON Canada: Box of Crayons Press [2016].   

Page 28: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Kickstart: “What is on your mind (right now)?”• AWE: “And what else?”• Focus: “What is the real challenge for you here?”• Foundation:  “What do you want?”• Lazy: “How can I help?”• Strategic:  “If you are saying YES to this; to what are you saying NO? • Learning:  “What was most useful for you?”

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The Coaching Habit:  Seven Essential Questions

Stanier MB.  The Coaching Habit: Say Less, Ask More, & Change the Way You Lead Forever. Toronto ON Canada: Box of Crayons Press [2016].   

Page 29: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Page 30: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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“Broken Escalator” Illustration 

https://youtu.be/47rQkTPWW2I

Page 31: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

VictimsExternal 

circumstance beyond their 

controlWhy?

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Responsibility  

Players“Owns” the problem      (or at least an aspect they can control)

Why?

Page 32: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

VictimsExternal 

circumstance beyond their 

control

Free of faultFree of judgment 

Avoid vulnerability 

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Response ‐ Ability 

Players“Owns” the problem      (or at least an aspect they can control)

Page 33: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

VictimsExternal 

circumstance beyond their 

control

Free of faultFree of judgment 

Avoid vulnerability 

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Response ‐ Ability 

Players“Owns” the problem      (or at least an aspect they can control)

See rolePower to fix

Page 34: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

VictimsExternal 

circumstance beyond their 

control

Free of faultFree of judgment 

Avoid vulnerability 

34

Response ‐ Ability 

Players“Owns” the problem      (or at least an aspect they can control)

See rolePower to fix

Page 35: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Spotting Opportunities to be Response ‐ Able

Clues “Victim” Statements

• Focus on external source• Centered on ‘blaming’ or ‘judging’• Cyclic patterns

This room is too hot/cold

I am late because the meeting ran long

One person in my group won’t shut up

This session is boring because I already know the topic

The facilitator is not giving me enough time to take notes or reflect

I was late because there was a line at the bathroom

Page 36: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

Annual Meeting & ExpositionSeattle, Washington | March 22‐25

What can you do when presented with victim behavior? 

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Page 37: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Move problem source inward• Position yourself at the center of the problem• Refrain from blame• Snatch back power allocated externally• Start with “I”• Empower others

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Transform Player Statements

Page 38: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Transformation to “Player” Statement

“Victim” Statements

This room is too hot/cold

I am late because the meeting ran long

One person in my group won’t shut up

This session is boring because I already know the topic

The facilitator is not giving me enough time to take notes or reflect

I was late because there was a line at the bathroom

Page 39: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Victim Statements Revisited…as a Player 

“Victim” Statements “Player” Statement

This room is too hot/cold I can ask to have the thermostat adjusted

I am late because the meeting ran long I will excuse myself on time next time so I can get to the next engagement on time. 

One person in my group won’t shut up I will let the person know respectfully how I am impacted by the constant talking

This session is boring because I already know the topic

I can focus on deepening my understanding of the topic 

The facilitator is not giving me enough time to take notes or reflect

I can let the facilitator know I need more time to reflect

I was late because there was a line at the bathroom

I can walk to another floor to use the bathroom

Page 40: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Transforming Resident/Program Staff Statements 

“Victim” Statements “Player” Statement

Page 41: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Transforming Resident/Program Staff Statements 

“Victim” Statements “Player” Statement

Page 42: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

Goal: achieve a specific request/promise• What will be done• When results are reported/delivered

Set resident/staff up for success• Ensure understanding of 

• Why it is important & How it will be done

• Facilitate identifying and access to: • Who agrees to get it done & Where needed resources are located 

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Performance Conversation – Delegate Tasks

ManagementMicro

PC 

Ford J, Ford, L. The Four Conversations.  San Francisco, CA: Berrett‐Koehler Publishers, Inc. [2009].

Page 43: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Failing to dialogue with resident (i.e., demand instead)• Not ending them with a clear “yes” or “no”• Asking the wrong person• Overlooking WHY task is important• Lack of clarity/specificity re: WHEN• Insufficient coverage of HOW, WHERE, WHO components

• HOW do you think you might accomplish? HOW did you plan?• WHERE can you turn to get all you need to accomplish?• WHO else might need to be involved?  

• Lack full commitment to use them – takes effort43

Performance Conversations – Common Mistakes 

Ford J, Ford, L. The Four Conversations.  San Francisco, CA: Berrett‐Koehler Publishers, Inc. [2009].

Page 44: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

Mistakes

Failure to listen InsincerityForgotten purposeWHAT WHY WHEN

Fail to acknowledge

What covered

Acknowledge issues/impact Apologize for mistakes misunderstanding  Amend broken agreements Appreciate others

When to Use 

Closure to open/unresolved issues Unfulfilled promises Restart action that is bogged 

downCelebrate & acknowledge 

accomplishment 

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Closure Conversation

Ford J, Ford, L. The Four Conversations.  San Francisco, CA: Berrett‐Koehler Publishers, Inc. [2009].

Page 45: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Program Director Role: Learner and Player

CHOOSE• Mindset to enable growth• Position in the game

INTEGRITY• Not right or wrong    • Whole & complete

ACCOUNTABLE • Life happens• Commitment clarity & honor• Strengthen all links

Page 46: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

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Program Director Role: Learner and Player

Page 47: Developing Leadership Skills in Residents and Program ... · development. •Utilize two Pharmacy Leadership and Education Institute themes to enhance resident/program staff development

• Leading others is hard work especially from behind• Enhanced self‐assessment requirements by including VISN to promote greater satisfaction

• Utilizing coaching skills empowers others and requires less work resulting in greater impact 

• Performance conversations lead to mutually agreed upon promises • Closure conversations repair broken promise(s) or celebrate ones kept

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Closing remarks/conclusion