ANCOR Conference May 4, 2014 Miami, FL

Managing Change
Dr. David Jacox, Jacox Solutions CEO Sean McGuire, E.D. Bellis, Inc. Principal

Presenters
DR. DAVID JACOX, CEO OF JACOX SOLUTIONS! Dr. Jacox earned his Doctoral Degree inthe College of Community & Human Resources from the University of Nebraska in 1980. His dissertation examined the relationship between standards of Medicaid accreditation and active treatment leading to placement in the LRA through the eyes of persons in service, parents and litigators who had prosecuted Right to Treatment and Least Restrictive Alternative cases. Dr. Jacox has spent the past 30 years in President and CEO roles for various organizations.

SEAN MCGUIRE, PRINCIPAL & FOUNDER OF E.D. BELLIS, INC.! Sean developed a unique understanding of the Affordable Care Act as a US Senate Finance committee staff member where began working on the law over five years ago. An authority in explaining the law, Sean dissects ACA and exposes the fallacies and prejudices of both political parties. Sean uses his healthcare leadership experience as a lens, through which he brings into focus the problems existing in healthcare today. Featured as a presenter for Inc. Magazine, his commentary appears frequently on the widely acclaimed and cited health policy blog!HealthReformExplained.com. Sean can also be heard Saturday mornings in the heartland as host of Americas Healthcare Challenge a weekly radio program preparing business owners and the public with up to date information on health reform and changing government policies. Sean is a proud graduate of Marquette University.

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Change Mangement

change man! age! ment

noun 1.! The approach to transitioning individuals, teams, and organizations to a desired future state. 2.! A process wherein changes to the scope of a project are formally introduced and approved.

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Types of Change

! SITUATIONAL ! SYSTEMIC ! TRANSFORMATIONAL

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Typical Reactions

DO NOTHING RESIST MANAGE

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Do Nothing

Are there occasions when this is appropriate?

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Resistance and/or Avoidance

Are there time when resistance and avoidance are good strategies?

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Better Reactions

1.! MANAGE THE CHANGE 2.! TRANSFORM THE ORGANIZATION

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STEP 1

REGARDLESS OF STRATEGY UNDERSTAND THE ENVIRONMENT 1.! 2.! 3.! 4.! 5.! Assess Performance Consult w/ Staff Consult w/ Stakeholders Diagnose the Problem Educate Staff & Stakeholders

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Managing Change
SITUATIONAL & SYSTEMIC CHANGE STRATEGY
1.! Establish a plan that focuses on short term/immediate adjustments 2.! Seek feedback from stakeholders 3.! Implement the plan 4.! Measure results 5.! Adjust as appropriate 6.! Provide progress reports to stakeholders

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Transforming the Organization

TRANSFORMATIONAL STRATEGY
1.! 2.! 3.! 4.! 5.! 6.! 7.! 8.! Focus on longer term strategic change Using the completed environmental assessment seek involvement from stakeholders Develop strategic plan Educate and sell plan to stakeholders Implement the plan Measure results Adjust as appropriate Report progress to stakeholders
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Case Study

SITUATIONAL CHANGE MANAGEMENT

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Case Study

SYSTEMIC CHANGE MANAGEMENT

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Case Study

TRANSFORMATIONAL CHANGE

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Case Study

CURRENT CASE

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Free Download

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Discussion

DISCUSSION

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