The skills you need to be successful on a board

Nurse Leaders in the Boardroom

Presented by

the Center to Champion Nursing in America, an initiative of the Robert Wood Johnson Foundation, the AARP Foundation and AARP

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I. Why Now?II. Why Me?III. What do I need to be Board-Ready?IV. How to PrepareV. Call to Action

Nursing Leadership in the Boardroom

ON THE PATH TO BOARD LEADERSHIP

Why Now? Health Care Reform Needs Nursing Leadership

Passage of federal health care

reforms

Greater need for nursing leadership

in a reformed health care system

Realizing the vision will require a

leadership transformation in

nursing

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Why Now? Opinion Leaders Want Nursing Leadership

Nurses ranked lowest among professions and groups who will influence health care reform in next 5-10 years.

Nurses ranked lowest among professions and groups who will influence health care reform in next 5-10 years.

Top barriers to nurses’ influence and leadership were “not important decision makers” and physicians “are revenue generators.”

Almost all say nurses should have more influence in planning, policy and management.

Nurse Leadership from Bedside to Boardroom: Opinion Leaders’ Perceptions (January 2010) conducted by Gallup, funded by the Robert Wood Johnson Foundation.

Gallup poll: Nursing Leadership from Bedside to Boardroom: Opinion Leaders’ Perceptions

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What, if anything, do you think could be done to ensure that nurses take on more leadership in improving health status and delivering healthcare services in the United States today?

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Why Now? Opinion Leaders Want Nursing Leadership

Assuming a Leadership Role

Nurse Leadership from Bedside to Boardroom: Opinion Leaders Perceptions (January 2010) conducted by Gallup, funded by the Robert Wood Johnson Foundation.

%

%

%

%

%

%

%

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Physician 20% Nurse

6%

Other 74%

Why Now? Nurses Underrepresented on Boards

Nurses account for only 6% of boards seats in hospitals nationwide.

American Hospital Association. (2001) AHA Hospital Statistics. Chicago, IL

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Prepare and enable nurses to lead change to advance health:

Why Now? IOM Future of Nursing Report Recommendations

Nurses should take responsibility for their personal and professional growth by continuing their education and seeking opportunities to develop and exercise their leadership skills.

Nursing associations should provide leadership development, mentoring programs, and opportunities to lead for all their members.

Nursing education programs should integrate leadership theory and business practices across their curricula, including clinical practice.

Public, private, and governmental health care decision makers at every level should include representation from nursing on boards, on executive management teams, and in other key leadership positions.

Committee on the Robert Wood Johnson Foundation Initiative at the Institute of Medicine. The Future of Nursing: Leading Change, Advancing Health. Washington, DC: The National Academies Press; 2011.

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Why Now?

Future of Nursing Report

Nurses Underrepresented

Opinion Leaders Want Nurse Leadership

NURSE LEADERSHIP IN BOARDROOMS

Health Care Reform

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Why Me? Nurses Role in the Future of Health Care

Nurse Leadership —Missing in the

Boardroom Picture

Nurses can and do bring to a boardroom: Patient-focus Connections Keen assessment skills

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Why Me? Unique Patient Care Perspective

• Patient and consumer-focused perspective

• Expert knowledge of quality care and patient safety

• Fraud fighters, innovators and problem solvers

• Understand interprofessional collaboration among all health care professionals

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• Achieve greater leadership• Gain new knowledge• Get to know your own worth• Impact health care delivery• Obtain new skills• Meet new people• Expand your networks• Be inspired

Why Me? Nurses Benefit from Board Service

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On the path to board leadership

What do I need to know to become “Board-Ready”?

Responsibilities and Roles of a Board Member

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Stewardship

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STEWARDSHIP

Taking a multidimensional position—means placing the best interest of the organization above career advancement, special interest groups, personal agendas.

The key quality of a steward is the belief in something greater than

yourself.

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Steward of the organization’s values, beliefs, missions and visions.

Responsibility to act in the best interest of the organization in exercising its authority

Accountable to the boards’ constituents and stakeholders for all decisions and actions

To hold something in trust for others

STEWARDSHIP

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STEWARDSHIP: Accountability

A Board ensures that the organization:

• Maintains legal and ethical standards.• Implements actions and policies that

actively serve the organization’s mission. • Is accountable in their practices and

policies.

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Care

LoyaltyObedience

Exercise power and authority in the best interest of the organization.

Adhere to the organization’s bylaws, be guardians of its mission and comply with applicable laws.

Be informed about the organization and its activities, participate in decisions and do so in good faith.

STEWARDSHIP: Responsibility

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Governance & Board Responsibilities

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Mission is why the organization exists to serve and what it does for those it serves.

Vision defines the desired or intended future state of

an organization.

Core Values are qualities, standards or principles regarded as desirable,

important and worthy of esteem.

Values

VisionMission

GOVERNANCE

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GOVERNANCE

Principles of GovernanceDo no harm to

the organization

Contribute for the good of the

organization

Lead by example

Take collective action

Uphold an organization’s

mission and vision

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Public Image

Articulate the purpose, achievements and future plans of the organization and how it

will positively impact the community.

GOVERNANCE

The board is the public face of the organization and is responsible for promoting the mission, vision and programs.

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The process of governance is making and implementing decisions

Governance Functions ofBoard of Directors

Policymaking

Stakeholder Relationships

Fiduciary Oversight

Fund Development

Leadership Development

Operational Performance

Strategic Planning & Direction

GOVERNANCE

Advocacy

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Evaluate how effective the organization’s management is in meeting goals.

Operational Performance

RESPONSIBILITIES

Establish Transparency

Maintain Confidentiality

Continuous Improvement

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Plan an organization’s direction for success and the strategy or course of action necessary to move in that direction.

Strategic Planning & Direction

RESPONSIBILITIES

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Express the board and organization’s view, commitment and values on an issue – as the basis for action.

Policymaking

RESPONSIBILITIES

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Advocate on behalf of the communities served by the organization ensuring quality, safety and customer satisfaction.

Advocacy

RESPONSIBILITIES

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Identify, prioritize and understand (people, groups, organizations and systems) stakeholders that affect or can be affected by the board’s actions.

Stakeholder Relationships

RESPONSIBILITIES

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Monitor the financial health of the organization and ensure that appropriate financial controls are in place.

Fiduciary Oversight

RESPONSIBILITIES

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Lead in building philanthropic support to ensure the organization’s financial security.

Fund Development

RESPONSIBILITIES

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Address the development of future leaders to keep the organization moving forward, particularly in times of change or need.

Leadership Development

RESPONSIBILITIES

Evaluate

Train

OrientMentor

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Completing the Board Leadership Puzzle

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How to Prepare Be

Passionate

Create a Personal

Strategic Plan

Start Locally

Build Connections

Seek Ongoing

Education Planning & preparing to succeed on a

board

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Find a board that has a mission, values and/or vision you feel passionately about.

Dedication to a cause or an issue

Willingness to

commit

Goal for the overall good of an organizatio

n

Demonstrate

Expertise

Have the energy, commitment and enthusiasm to be a board leader by utilizing your personal and professional skills and interests.

How to Prepare

Be Passionate

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How to PrepareCreate a Personal Strategic

Plan

Identify the board you want to serve on and how to get there.

Before you begin…do your homework!

Plan

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How to Prepare

Suggestions:

• Serve on a local non-profit board.• Serve on a committee at work.• Engage in local policy-making, for

example, on a community board or committee.

Start Locally

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- Find a mentor

- Volunteer

- Network

How to Prepare

Nurses interested in leadership positions should seek the advice of other leaders.

Build Connections

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How to Prepare

Publications/WebsitesTraining/Certification

• Sigma Theta Tau’s Online Education program: Non-Profit Board Governance for Health Care Leaders

• BoardSource Governance Series Kit• Programs at graduate business schools• Organizational Training:• Best on Board• Center for Creative Leadership

• Books: • Governance for Health Care

Providers• The Growth and Development of

Nurse Leaders• Trustee Magazine• Websites:

• Center for Health Care Governance

• Sigma Theta Tau• Boardsource• CCNA

Seek Ongoing

Education

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Call to ActionNow is the time to take your leadership to the next step!

Presented by the Center to Champion Nursing in America, an initiative of the Robert Wood Johnson Foundation, the AARP Foundation and AARP

Acknowledgement

Content Acknowledgements:Sigma Theta Tau’s

Non-Profit Board Governance for Health Care Leaders Online Education Program

Presentation Moderator:TBD

Video Contributors:Michael Bleich, Ph.D., R.N., F.A.A.N.

Catherine Dodd, Ph.D., R.N.Catherine “Alicia” Georges, Ed.D., R.N., F.A.A.N.

Donna Policastro, R.N.P.Antonia Villarruel, Ph.D., R.N., F.A.A.N.

This is a program of theCenter to Champion Nursing in America

an initiative of the Robert Wood Johnson Foundation, the AARP Foundation and AARP

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Resource Page

Training:• Sigma Theta Tau’s Online Education program: Non-

Profit Board Governance for Health Care Leaders [www.nursingknowledge.org]

• BoardSource Governance Series Kit [www.boardsoure.org]

• OnBoards Bootcamp [www.onboardsbootcamp.com]• National Association of Corporate Directors

[www.nacdonline.org]Certification:• programs at graduate business schools• Organizational Training:• Best on Board [www.bestonboard.org]• Center for Creative Leadership [www.ccl.org]

Robert Wood Johnson Foundation Leadership Programs:• Executive Nurse Fellows• Nurse Faculty Scholars• Health Policy Fellows

• Center for Health Care Governance [www.americangovernance.com]

• Sigma Theta Tau [www.nursingsociety.org]• Boardsource [www.boardsource.org]• Center to Champion Nursing in America

[www.championnursing.org]• Initiative on the Future of Nursing

[www.thefutureofnursing.org]• Robert Wood Johnson Foundation [www.rwjf.org]• The Governance Institute

[www.governanceinstitute.com]

Training Programs/Certification Books

Online Resources

Other Resources

• Governance for Health Care Providers by David B. Nash, William J. Oetgen, Valerie P. Pracillo• The Heart of Leadership by Barbara Balik and Jack

A. Gilbert• Ethical Governance in Health Care: A Board

Leadership Guide for Building an Ethical Culture by Joel D. Ohlsen, Thomas P. Holland, Roger A. Ritvo• The Growth and Development of Nurse Leaders by

Angela Barron McBride, PhD RN FAAN

• Trustee Magazine [www.trusteemag.com] • Board Leadership Magazine

[www.onlinelibrary.wiley.com]• Self Assessment Exams [e.g. www.bocatc.org]