5 Tips for Successful Goal Setting - Amazon S3...Goals, Goal setting 101, Intro to cascading process, Facilitate brainstorming, etc. (60-90 Minutes) •Breakout Session / Goal Writing:

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5 Tips for Successful Goal Setting

Kelly Dickey

Accountability Coach Specialist

August 2016


Execution Framework: Evidence-Based LeadershipSM

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LEADER EVALUATIONImplement an organization-wide

leadership evaluation system to

hardwire objective accountability

LEADER DEVELOPMENTCreate process to assist leaders in

developing skills and leadership

competencies necessary to attain

desired results

MUST HAVES®

Rounding, Thank You Notes, Employee

Selection, Pre and Post Phone Calls, Key

Words at Key Times

PERFORMANCE GAPRe-recruit high and middle performers,

Move low performers up or out

STANDARDIZATIONAgendas by pillar, peer interviewing, 30/90 day

sessions, pillar goals

ACCELERATORSLeader Evaluation Manager®

Validation MatrixSM

Provider Feedback SystemSM

Studer Group Rounding

Patient Call ManagerTM


If you could change

anything about how your

organization aligns leaders

to the goals of the

organization today, what

would you change?

3

Discussion:


4

Driving Performance


1. Establish a plan & set a clear timeline

2. Think differently about goal setting

3. Set expectations for attendance & compliance

4. Role model what right looks like

5. Ensure alignment

5

5 Tips for successful goal setting:


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Goal Development ProcessSample Timeline: July Fiscal Year

January • Strategic planning process begins and is submitted to the board for approval

April• Senior leaders set organizational goals and align them to the senior team as appropriate

May

• Collaborative measures are defined to ensure organizational needs are addressed

• Organizational goals are shared / leaders work to define individual metrics and priorities

June• Leaders finalize their goals and load into performance tool

July

• Goals are audited for continuity and tweaks made

• Senior team conducts final equity review

August• Leaders develop business unit / department operational plans to accomplish the goals!






5. Ensure alignment

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• Duration: 2 – 4 hours

• Education: Setting the stage, review of the Organizational

Goals, Goal setting 101, Intro to cascading process,

Facilitate brainstorming, etc. (60-90 Minutes)

• Breakout Session / Goal Writing: Grouped by service

line/specialty areas (60-90 Minutes)

• Review of My Boss’ Goals

• Begin draft of my aligned goals – Assignment to complete

• Begin discussion about my priorities/weights – Assignment

to complete

Goal Setting Workshops


Group like areas or frequently connected areas

together (i.e. Clinical care teams, rehab / lab /

imaging, etc)


• Distribute one organizational goal to each table

• Ask the tables to become the CEO of the

organization and discuss the following:

• Define the organizational goal – do you know what

it represents?

• Discuss how you see various departments across

the organization supporting these goals today.

• Where do we need to create greater alignment of

leaders to accomplish these goals as an

organization tomorrow?

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Facilitate brain storming -






5. Ensure alignment

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Words that drive compliance in healthcare

Mandatory vs Optional

Mandatory

98%

Required

69%

Expected

26%


Begin scheduling early to ensure sessions are

well attended. Any absent members must

receive prior approval with their 1-up.


End sessions with a very clear timeline and

next steps! This shows importance!






5. Ensure alignment

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“If you don’t know where you are

going, any road will get you there.”

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VP or Senior leader must be present in all

sessions with his/her direct reports.






5. Ensure alignment

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• What: A process to validate that individual leader goals align with

the defined prior to locking the goals

• Why

• Confirm alignment with expectations for the utilization of

common goals/templates.

• Rectify errors and oversights in the development of individual

goals.

• Validate the method of calculation aligns with the goal statement.

• Supervisor endorsement that weights reflect priorities based on

current performance for each leader.

• Prevent having to unlock and adjust goals and weights during

the performance evaluation cycle.

Audit


• Purpose: To ensure when goals are locked if all leaders achieve

a score of 3 that the entity will achieve its goals.

• Process

• Entity Subject Matter Experts review goals by pillar looking

broadly for errors, up/down and side by side alignment.

• Executive Leaders review all direct report LEM’s looking for

errors and alignment with entity parameters.

• Each Executive presents goals to rest of Executive Team –

highlighting exceptions to the parameters for cascading common

goals.

• An Executive can challenge any leader’s goals, ranges or

weights.

Equity Review


Equity Review Sample–

Senior Team


23

Slide 24

Thank You!

Kelly Dickey

Accountability Coach Specialist

[email protected]

Insert Your

Photo Here

mailto:[email protected]

Documents

5 Tips for Successful Goal Setting - Amazon S3...Goals, Goal setting 101, Intro to cascading process, Facilitate brainstorming, etc. (60-90 Minutes) •Breakout Session / Goal Writing: