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Welcome to
!We are delighted to spend the next couple of days with you and hope you enjoy the beautiful mountain scenery of our world headquarters location. Most importantly, we hope you take the next few days to soak in the learning, development opportunities, and fun we have created for you at our sixth annual REACH conference.
This year, we’re excited to have Daniel Pink, author of the #1 New York Times bestseller Drive. Daniel will teach us how to drive engagement and increase motivation among our teams and employees. He will be joined by our own bestselling author team: Joseph Grenny, David Maxfield, Ron McMillan, Al Switzler, and Kerry Patterson. The authors will share their personal insights and latest research findings to help us improve our individual influence and organizational results.
If at any time during the conference you have questions or concerns, please find one of our helpful staff members. They’re here to ensure you get the ultimate value out of your REACH experience. These next few days are our staff’s favorite days of the year because we get to spend them with you—our valued clients and partners who are helping change lives for the better throughout the world.
Here’s to a wonderful REACH!
Sincerely,
Andy Shimberg CEO, VitalSmarts
Download REACH presentation slides at: www.vitalsmarts.com/REACHdownloads
P R E - C O N F E R E N C E
DAY 1 M O N D A Y, A U G U S T 5 REACH LABSLocation: Cascade A&B
8:30 – 9:00 Breakfast
9:00 – 9:15 Welcome & Introduction Steve Willis
LABS 9:15 – 10:15 Why Trainers Have No Influence and How They Can Get More of It Joseph Grenny
LABS 10:15 – 11:15 Target Your Training: Contextualization Emily Hoffman
11:15 – 11:30 Break
LABS 11:30 – 12:30 Creating Internal Training Champions Stephen Childs
12:30 – 1:45 Lunch
LABS 1:45 – 2:45 Measure Your Training: Return on Expectations David Maxfield
2:45 – 3:00 Break
LABS 3:00 – 4:00 After Training: Getting It to Stick Kerry Patterson
5:30 Bus Leaves for Sundance
6:00 – 8:30 Dinner at Sundance Resort’s Award-Winning Tree Room Restaurant
# V S R E A C H
DAY 2 T U E S D A Y, A U G U S T 67:00 – 8:00 Breakfast
BIG
IDEA
SE
SSIO
NS 8:00 – 9:15 BALLROOM Welcome Emily Hoffman & Steve Willis
How to Hold Those You Love . . . Accountable Joseph Grenny
Three Reflections on the New Science of Learning Emily Hoffman
Driving Employee Engagement Daniel Pink
9:15 – 9:30 Break
BREA
KOUT
SES
SIO
NS 9:30 – 10:45 CASCADE E Master Class: Crucial Conversations David Nelson & Todd King
CASCADE D Master Class: Crucial Conversations in Healthcare Dave Angel & Wendy Arnott
CASCADE C Master Class: Crucial Accountability Justin Hale & Mark Carpenter
SOLDIER CREEK Master Class: Influencer Richard Lee & Amy Podurgal
CASCADE A Beyond the Classroom: How to Lead Post Training & Skill Review Kevin Brown & Traci Chevraux
CASCADE B Applied Influencer: Improving Patient Experience within HCA David Maxfield & Frances Roy
BATTLE CREEK * The Four Skills of a High-Performance Culture Al Switzler
10:45 – 11:00 Break
BREA
KOUT
SES
SIO
NS 11:00 – 12:15 CASCADE E Master Class: Crucial Conversations David Nelson & Todd King
CASCADE D Master Class: Crucial Conversations in Healthcare Dave Angel & Wendy Arnott
CASCADE C Master Class: Crucial Accountability Justin Hale & Mark Carpenter
SOLDIER CREEK Master Class: Influencer Richard Lee & Amy Podurgal
CASCADE A How Improv Can Improve Your Training Skills Steve Willis & Darrell Harmon
CASCADE B Applied Influencer: Improving Patient Experience within HCA David Maxfield & Frances Roy
BATTLE CREEK * The Four Skills of a High-Performance Culture Al Switzler
12:15 – 1:30 BALLROOM Lunch
BREA
KOUT
SES
SIO
NS 1:30 – 2:45 SOLDIER CREEK Creating Environments that Lead to Learning Cricket Buchler & Barbara Hauser
CASCADE D Contextualized Content: Customizing Training to Meet Your Needs Emily Hoffman & Amy Daly-Donovan
CASCADE C Training Across Cultures Denise Wolf & Willeke Kremer
CASCADE E Beyond the Classroom: How to Lead Post Training & Skill Review Kevin Brown & Traci Chevraux
CASCADE A How Improv Can Improve Your Training Skills Steve Willis & Darrell Harmon
CASCADE B Training to the Bottom Line: Measuring Your Training Investment David Maxfield
2:45 – 3:15 FOYER Break—Ice Cream Social
BIG
IDEA
SE
SSIO
NS 3:15 – 4:30 BALLROOM Purpose: Why We Do What We Do Daniel Pink
Albert Bandura Influencer Award: Martha Swai Andrew Maxfield
How to Be an Opinion Leader David Maxfield
4:30 – 6:30 Free Time6:30 – 9:00 BALLROOM Dinner and Awards
*Ideal for attendees who are not trainers
Download REACH presentation slides at www.vitalsmarts.com/REACHdownloads
DAY 3 W E D N E S D A Y, A U G U S T 77:00 – 8:00 BALLROOM Breakfast
BIG
IDEA
SE
SSIO
NS
8:00 – 9:15 BALLROOM Welcome Emily Hoffman & Steve Willis
The Myth of Multitasking Dave Crenshaw
Culture Change at St. Joseph’s Health Care Wendy Arnott
Hard at Play: Using Fun & Creativity to Reclaim Innovation & Engagement Pamela Meyer
Actor’s Award Kerry Patterson
9:15 – 9:30 Break
BREA
KOUT
SES
SIO
NS 9:30 – 10:45 BALLROOM Director’s Cut: Shooting a Crucial Conversations Video Kerry Patterson
SOLDIER CREEK Emory University: Changing a Culture of Conflict with Crucial Conversations William O’Neal & Anisthasia Carter
CASCADE A BMC Software: Customizing Deliberate Practice in Crucial Accountability Tony Sanders & Tim Barlow
CASCADE B Kent Community NHS Trust: Influencing Change through a Tough Transition Richard Pound & Wendy Head
BATTLE CREEK Golder Associates: Using Change Anything as a Culture Change Imperative Murray Low & Colin Donne
CASCADE C * Reclaiming Play for Agility, Innovation, and Engagement Pamela Meyer
CASCADE D * The Myth of Multitasking Dave Crenshaw
10:45 – 11:00 Break
BREA
KOUT
SES
SIO
NS 11:00 – 12:15 CASCADE E Last Chance Breakout Steve Willis & Amy Daly-Donovan
SOLDIER CREEK Emory University: Changing a Culture of Conflict with Crucial Conversations William O’Neal & Anisthasia Carter
CASCADE A BMC Software: Customizing Deliberate Practice in Crucial Accountability Tony Sanders & Tim Barlow
CASCADE B Kent Community NHS Trust: Influencing Change through a Tough Transition Richard Pound & Wendy Head
BATTLE CREEK Golder Associates: Using Change Anything as a Culture Change Imperative Murray Low & Colin Donne
CASCADE C * Reclaiming Play for Agility, Innovation, and Engagement Pamela Meyer
CASCADE D * The Myth of Multitasking Dave Crenshaw
12:15 – 1:30 BALLROOM Lunch1:00 – 2:00 BALLROOM Author Q&A2:00 – 2:30 FOYER Break—Author Book Signing
BIG
IDEA
SE
SSIO
NS 2:30 – 3:30 BALLROOM Chuck Woolery & Lactobacillus Acidophilus: Lessons in Human Connection David Nelson
INVIGORATE: Keeping Energy Levels High During Training Salomeh Diaz
Am I Really Making a Difference? Ron McMillan
*Ideal for attendees who are not trainers
# V S R E A C H
BIG IDEA KEYNOTE SESSIONSRoom: Ballroom8:00 – 9:15
How to Hold Those You Love . . . AccountableJoseph Grenny, Cofounder of VitalSmarts and New York Times Bestselling Author
Three Reflections on the New Science of LearningEmily Hoffman, Vice President, Development and Delivery, VitalSmarts
Driving Employee EngagementDaniel Pink, New York Times Bestselling Author
BREAKOUT SESSIONS
Master Class: Crucial ConversationsDavid Nelson & Todd King
Room: Cascade E9:30 – 10:45 & 11:00 – 12:15
VitalSmarts Master Trainers are just that—masters at delivering effective training. They’ll share their best-practice approaches from years of training Crucial Conversations to diverse audiences in various industries. They’ll teach you how to avoid common pitfalls, enhance your delivery skills, and make sure each and every Crucial Conversations Training is a success.
Master Class: Crucial Conversations in HealthcareDave Angel & Wendy Arnott
Room: Cascade D 9:30 – 10:45 & 11:00 – 12:15
VitalSmarts has helped hundreds of leading healthcare organizations overcome cultures of silence, reduce medical errors, and improve employee morale with Crucial Conversations Training. Learn best practices and unique Crucial Conversations Training roll-out strategies specifically for healthcare organizations.
Master Class: Crucial AccountabilityJustin Hale & Mark Carpenter
Room: Cascade C9:30 – 10:45 & 11:00 – 12:15
Whether you’re training Crucial Accountability 1-day or 2-day courses, this session is for you. Our Master Trainers will share their tried and true best practices for delivering these accountability skills as well as introduce the fresh updates and changes to the new edition.
Master Class: InfluencerRichard Lee & Amy Podurgal
Room: Soldier Creek9:30 – 10:45 & 11:00 – 12:15
The best Influencer trainers are not only great facilitators, they are also skilled coaches. Learn coaching skills and best practices to ensure your participants get more from their individual influence challenges and leave the course better equipped to create and execute effective change plans.
Beyond the Classroom: How to Lead Post Training and Skill Review Kevin Brown & Traci Chevraux
Room: Cascade A9:30 – 10:45 & 1:30 – 2:45
The two-day training is just the beginning. In this session, we’ll share tips for extending learning beyond the classroom to ensure the skills stick. Review activities reinforce learning and reduce information overload. Learn fun and creative ways to review material for maximum transference that can be applied to any training program.
Applied Influencer: Improving Patient Experience within HCADavid Maxfield & Frances Roy
Room: Cascade B9:30 – 10:45 & 11:00 – 12:15
Join author David Maxfield and Frances Roy, Vice President of Leadership and Organizational Development at HCA Healthcare, as they discuss how the tools, principles, and methods of the Applied Influencer process helped HCA navigate a very challenging change project. While the initiative began by addressing patient experience/HCAHPS, staffing challenges and turnover emergencies quickly morphed the project into a full-blown leadership crisis. Learn how HCA modified the Influencer processes to find success in this extremely challenging environment.
The Four Skills of a High-Performance CultureAl Switzler
Room: Battle Creek 9:30 – 10:45 & 11:00 – 12:15
Just like the operating system that powers our phones and computers, our organizations operate on basic human competencies that, when present, ensure things run smoothly and improve routinely. When they are absent, the system bogs down and gets mired in mediocrity—or worse. Author Al Switzler explains how investing in the four skill sets of a high-performance Cultural Operating System—self-directed change, open dialogue, universal accountability, and influential leadership—harnesses the full potential of your human resources.
TUESDAY AUGUST 6
How Improv Can Improve Your Training Skills Steve Willis & Darrell Harmon
Room: Cascade A11:00 – 12:15 & 1:30 – 2:45
What can improvisation teach you about being a better facilitator? Plenty! In the classroom, you’re often thrown “curve balls” by participants who intentionally or inadvertently throw you off your game. That’s why flexibility (e.g., making it up as you go) is a core classroom management competency. VitalSmarts Master Trainers will teach you how improv can help you stay focused, yet flexible, and turn whatever is tossed your way into a positive experience. Think of improv as your well-planned guide to spontaneity!
Training to the Bottom Line: Measuring Your Training InvestmentDavid Maxfield
Room: Cascade B11:00 – 12:15 & 1:30 – 2:45
The best way to gain support for and guarantee the life of your training is to measure your progress and publish your results. Author David Maxfield will share methods, survey instruments, and new tools from VitalSmarts for measuring the outcomes of your training initiative.
Creating Environments that Lead to LearningCricket Buchler & Barbara Hauser
Room: Soldier Creek1:30 – 2:45
Our research shows your environment has an enormous influence on your ability to change behavior. So never underestimate the power your surroundings have over your participants’ ability to learn new skills. In this session, you’ll learn how to create a training environment that will aid rather than impair learning. Transfer these same techniques to the office to ensure learning continues after training.
Contextualized Content: Customizing Training to Meet Your NeedsEmily Hoffman & Amy Daly-Donovan
Room: Cascade D1:30 – 2:45
Generic training leads to generic results. Give your training rollout a boost by partnering with VitalSmarts to contextualize the content, slides, and videos to meet your organizational needs. When you consider your unique audience, schedule demands, and strategic goals, you’ll reap the benefits in results and skill transference.
Training Across Cultures Denise Wolf & Willeke Kremer
Room: Cascade C1:30 – 2:45
The modern-day workforce grows increasingly global— amplifying not only the need for interpersonal skills training but also the difficulty in delivering those skills. Learn strategies and tips for training a culturally diverse group of participants who speak various languages, observe different customs, and practice diverse traditions.
BIG IDEA KEYNOTE SESSIONSRoom: Ballroom3:15 – 4:30
Purpose: Why We Do What We DoDaniel Pink, New York Times Bestselling Author
Albert Bandura Influencer Award: Martha SwaiAndrew Maxfield, Director, Influencer Institute
How to Be an Opinion LeaderDavid Maxfield, Vice President of Research at VitalSmarts and New York Times Bestselling Author
Download REACH presentation slides at www.vitalsmarts.com/REACHdownloads
BIG IDEA KEYNOTE SESSIONSRoom: Ballroom8:00 – 9:15
The Myth of MultitaskingDave Crenshaw, Author, Speaker & Business Coach
Culture Change at St. Joseph’s Health CareWendy Arnott, Master Trainer
Hard at Play: Using Fun & Creativity to Reclaim Innovation & Engagement Pamela Meyer, Author & President of Meyer Creativity Associates
Actor’s AwardKerry Patterson, Cofounder of VitalSmarts and New York Times Bestselling Author
BREAKOUT SESSIONS
Director’s Cut: Shooting a Crucial Conversations VideoKerry Patterson
Room: Ballroom9:30 – 10:45
Take the director’s seat alongside author Kerry Patterson to see how we transform your ideas into a humorous script of a realistic crucial conversation. Then, with your helpful direction, we’ll turn that script into a world-class training video.
Emory University: Changing a Culture of Conflict with Crucial ConversationsWilliam O’Neal & Anisthasia Carter
Room: Soldier Creek9:30 – 10:45 & 11:00 – 12:15
Emory University has transformed its culture of conflict by incorporating Crucial Conversations Training at all levels of the University’s learning and development. Learn the ins and outs of Emory’s training rollout that led to results like a 1000% increase in employees’ ability to manage conflict, a 70% increase in managers’ ability to get results, and recognition by Chief Learning Officer three years running for exemplary workforce development strategies that deliver significant business results.
BMC Software: Customizing Deliberate Practice in Crucial AccountabilityTony Sanders & Tim Barlow
Room: Cascade A9:30 - 10:45 & 11:00 - 12:15
BMC Software sells to a global customer base. As a result, success requires the organization to be customer-centric and accountable for quarterly performance and customer satisfaction. Learn how BMC leverages Crucial Accountability along with customized role plays and tailored training plans for their field leaders to drive these desired outcomes.
Kent Community NHS Trust: Influencing Change through a Tough TransitionRichard Pound & Wendy Head
Room: Cascade B9:30 – 10:45 & 11:00 – 12:15
Kent Community NHS Trust, one of the largest community trusts in the UK, recently underwent a merger of two organizations with very different cultures. See how the health system is using Influencer Training to tackle high-profile and difficult behavior challenges associated with this transition. Using the Influencer Model, leaders have created a culture of openness, significantly improved the patient experience, reduced absence levels, and lowered the incidence of pressure ulcers.
Golder Associates: Using Change Anything as a Culture Change ImperativeMurray Low & Colin Dunne
Room: Battle Creek9:30 – 10:45 & 11:00 – 12:15
Golder Associates has adopted the principles of Change Anything as part of its key leadership development program and learning design practice to ensure its employees have the knowledge and skills to change their behavior. Learn how Golder has altered their view of corporate change and how they’re using their change imperative to face the challenges of rapid growth and global expansion by encouraging business leaders to become change champions.
Reclaiming Play for Agility, Innovation, and EngagementPamela Meyer
Room: Cascade C9:30 – 10:45 & 11:00 – 12:15
Pamela Meyer, author and expert on creativity and innovation, will teach you how to ensure your organization thrives by making work and play compatible. Her research shows that a playful workplace environment leads to more creative and engaged employees. She’ll teach you how to make work a form of play in order to build a culture of innovation, learning, and change.
WEDNESDAY AUGUST 7
The Myth of MultitaskingDave Crenshaw
Room: Cascade D9:30 – 10:45 & 11:00 – 12:15
Bestselling author and time management expert Dave Crenshaw confronts the popular idea of multitasking that has come to define our hectic world. Learn how to find precious extra minutes inside and outside of work that add up to extra DAYS! Dave will clearly show why multitasking is, in fact, a lie that wastes time and costs money.
Last Chance BreakoutSteve Willis & Amy Daly-Donovan
Room: Cascade E11:00 – 12:15
This is your last chance to get everything you want from REACH! In this unscripted, participant-driven session, Master Trainers will answer your questions through an “open space” discussion format and 3- to 5-minute lightning rounds. You’ll discuss, share, learn, and teach on your individual areas of interest, then leave with solutions and ideas for your specific challenges.
BIG IDEA KEYNOTE SESSIONSRoom: Ballroom2:30 – 3:30
Chuck Woolery & Lactobacillus Acidophilus: Lessons in Human ConnectionDavid Nelson, Master Trainer, VitalSmarts
INVIGORATE: Keeping Energy Levels High During TrainingSalomeh Diaz, Master Trainer
Am I Really Making a Difference?Ron McMillan, Cofounder of VitalSmarts and New York Times Bestselling Author
As Program Manager at Radio Tanzania, Martha Swai has changed the behavior of the entire country through entertainment education. Throughout the 1990s, Swai collaborated with her talented team of writers and producers to craft stories with the goal to strengthen families, improve women’s rights, and reduce HIV/AIDS. To this end, Swai created her flagship series Twende na Wakati (“Let’s Go with the Times”), a radio serial drama that addresses these rampant social problems.
During the twenty years since her programs debuted, 88 percent of listeners, or 7 million people, have adopted critical behaviors to stop the transmission of HIV/AIDS because of the stories carried on the airwaves. Additionally, her listeners were more likely to seek marital counseling, make better use of family planning, and remain faithful to spouses, than were their neighbors who didn’t tune in.
Martha’s work in education entertainment has been documented by multiple social scientists, including Everett Rogers and Arvind Singhal in their book, Combating AIDS: Communication Strategies in Action; as well as by Kerry Patterson et al in their book, Influencer: The New Science of Leading Change.
Swai will receive the Albert Bandura Influencer Award, a lifetime achievement award named for the Stanford psychologist who advanced the field of human behavior change. The Award is given annually to an individual who has made significant contributions to improving personal, social, or organizational well-being through novel application of social science that advances the world’s capacity to solve important problems.
2013 Albert Bandura Influencer Award Recipient
REACH BIG IDEA SPEAKERS
JOSEPH GRENNYCofounder of VitalSmarts & New York Times Bestselling Author
For thirty years, Joseph Grenny has helped thousands of leaders on every major continent achieve bottom-line results. He is cofounder of VitalSmarts and coauthor of four immediate New York Times bestsellers. Joseph also cofounded Unitus Labs, a non-profit organization that has helped 15 million third-world poor achieve economic self-reliance. Joseph has been cited in every major newspaper including the New York Times, Los Angeles Times, Washington Post, and the Wall Street Journal as well as appeared on ABC News, CNN, Bloomberg, CNBC, and the Today Show.
EMILY HOFFMANVice President of Development & Delivery, VitalSmarts
As vice president of development and delivery at VitalSmarts, Emily leads the teams that create and develop the company’s award-winning line of training products, as well as support our community of six thousand trainers. An experienced and sought-after presenter and facilitator, Emily shares practical techniques for ensuring consistent, high-quality training delivery and effective rollout.
DANIEL PINKBestselling Author
Daniel Pink is the author of five provocative books about the changing world of work, including the #1 New York Times bestseller, Drive. Pink has appeared in the New York Times, Harvard Business Review, Fast Company, and Wired. He has also appeared on CNN, CNBC, ABC, NPR, and more. Prior to advising both Fortune 100 companies and startups on recruiting, innovation, and work practices, Pink served as chief speechwriter for Vice President Al Gore. He lives in Washington DC with his wife and three children.
DAVID MAXFIELDVice President of Research at VitalSmarts & New York Times Bestselling Author
David Maxfield is vice president of research at VitalSmarts and a New York Times bestselling author. David did his doctoral work at Stanford University and has led research and consulting projects involving dialogue skills, performance improvement, and conflict management for more than thirty years.
DAVE CRENSHAWAuthor, Speaker, & Business Coach
Dave Crenshaw is the master of helping leaders triumph over chaos. He has appeared in TIME magazine, Forbes, SIRIUS XM Radio, and the BBC News. He is the author of The Myth of Multitasking: How ‘Doing It All’ Gets Nothing Done which has been published in six languages and is a time management bestseller. As an author, speaker, and business coach, Dave has transformed thousands of businesses worldwide.
WENDY ARNOTTMaster Trainer at St. Joseph’s Health Care London
Wendy Arnott is a Master Trainer in Crucial Conversations and Crucial Accountability at St. Joseph’s Health Care London. She led a citywide Crucial Conversations Training initiative for St. Joseph’s in partnership with London Health Sciences Centre that trained more than 10,000 employees and physicians. Prior to joining St. Joseph’s, Wendy was the Executive Director of a battered women’s shelter where she led a cultural transformation and organizational realignment.
PAMELA MEYER, PH.D.Author & President of Meyer Creativity Associates
Pamela Meyer is the President of Meyer Creativity Associates where she works with organizations that want to be more innovative and agile. She is the author of three books including From Workspace to Playspace: Innovating, Learning and Changing Through Dynamic Engagement. Pamela teaches courses in business creativity, organizational change, and adult learning at DePaul University in Chicago, where she is also the Director of the Center to Advance Education for Adults.
DAVID NELSONMaster Trainer
David Nelson is a Master Trainer in Crucial Conversations, Influencer Training, and Change Anything Training. He has trained clients in a wide array of industries including non-profit, manufacturing, software, hi-tech, and government. Prior to becoming a Master Trainer, he was the COO of a technology company and an investment and development consultant with an international real estate firm.
SALOMEH DIAZMaster Trainer
Salomeh Diaz is a Master Certified Trainer in Crucial Conversations Training. She has extensive global experience teaching these crucial skills to thousands of individuals at executive, middle, and frontline levels across many countries and across a broad base of industries including finance, information technology, healthcare, engineering, aviation, education, and non-profit.
RON MCMILLANCofounder of VitalSmarts & New York Times bestselling author
Ron McMillan has taught and advised top executives and Fortune 500 leaders for more than thirty years. Prior to cofounding VitalSmarts, he cofounded the Covey Leadership Center, where he served as vice president of research and development. Ron is a four-time New York Times bestselling author and holds advanced degrees in sociology and organizational behavior from Brigham Young University and the University of Utah. Ron has a passion for serving the poor of the world and helping them become self-reliant.