TeamTech knows the key to melding missions: Listening
When several non-profits realized their missions had grown incredibly similar – while funding had grown sparser – they initiated talks of merging. The non-profits all, in one way or another, provided medical care for patients who fell through the cracks. The safety net of the safety net is how they described themselves.
Andrea Routh, CEO of one of the medical societies at the time, knew merging them would be tough. They were all strapped with small staffs, busy Boards and an ever-increasing demand for services.
After securing a grant to pay for facilitators, the group of non-profits tapped TeamTech to help them assess the feasibility of a merger. Could they do it? What would the resulting organization look like? And, most importantly, how would it impact their clients?
“It was a huge challenge,” said Routh. “TeamTech’s job was tough. They had to facilitate agreements and consensus among a lot of different entities with a lot of different viewpoints. “
50 balls in the air
After months of meetings focused on unraveling the complex organizational structures of each entity, the groups agreed on a resolution for the Kansas City Medical Society Foundation to run the different programs, taking leadership over the initiative.
“I cannot believe that TeamTech was able to bring us to consensus,” said Routh. “There were 50 balls in the air at all times – and a lot of egos tossing them.”
On track and on task
Of all the many skill sets Kathleen Harnish McKune, CEO of TeamTech, brought to the table, her relentless focus on the future was, perhaps, the most impressive. Kathleen was organized, efficient and always thinking about the next decision that needed to be made.
As much as TeamTech moved the group forward, they never sacrificed listening for efficiency. In fact, said Routh, their ability to listen so well is what helped propel the group forward.
“They could quickly assess where there was consensus and where there wasn’t,” she said. “They could condense everyone’s comments very efficiently — and it’s because they were so good at listening.”
Interested in learning more about how TeamTech can get your organization moving?
How to get a group unstuck – and moving forward together
An unhealthy board. A budget in the red. And absolutely no plan past putting out the fire-of-the-day.
That’s how Melissa Reed describes the state of Prairie Paws Animal Shelter (PPAS) when she took over as Executive Director in 2014. The rural animal shelter, based in Ottawa, Kansas, had outgrown its mom-and-pop style of leadership and needed to regroup on multiple levels. New board. New strategy. New programming.
“We needed to build a common vision out of diverse perspectives. I knew it wasn’t going to be easy but I knew exactly who to call,” said Reed, who had worked with TeamTech throughout her non-profit career.
For PPAS, the tipping point came after construction of its new facility. A generous donor had agreed to fund the building, but the final cost far exceeded the original pledge. Reed inherited the problem and turned to Kathleen Harnish McKune and her cadre of TeamTech coaches to put the shelter back on track.
Kathleen helped the new Prairie Paws Board of Directors look beyond the daily, tactical issues and build a three-year strategic plan. It was no easy feat, said Reed, since the organization was operating at a loss.
‘Kathleen helped the board see that financial sustainability required strategic planning,” said Reed. “Out of the gate, she built consensus around that as our common goal.”
For Reed, handing her board over to a consultant could have felt uncomfortable, but she’d already experienced TeamTech’s collaborative, inclusive approach to working with leadership.
“Kathleen really listens,” she said. “She recognizes that a board has to be healthy, passionate, excited and driven – not just focused on the day-to-day. TeamTech helped us balance the daily challenges while thinking about the future.”
Getting the group unstuck
In short, TeamTech helped Prairie Paws Animal Shelter break out of the rut of focusing only on the day ahead. Once they began moving forward, PPAS administrators realized they needed to broaden their vision even more by understanding the community’s needs.
TeamTech stepped in again; this time to facilitate community assessment focus groups aimed at starting new programs for PPAS.
“The community assessments gave us key insights that helped us really build out our strategic plan,” said Reed. “Once again, Kathleen was able to make everyone around the table feel heard – and get unstuck. They’re methods are amazing at getting people to see the vision ahead – and focus on what’s important.”
Today, Prairie Paws is no longer operating in the red. The Board is strong and thriving. And, most importantly, everyone’s aligned and moving forward together.
“Honestly,” said Reed, “we couldn’t have done it alone. I needed TeamTech’s help getting there.”
TeamTech helps a state rethink resource allocation
Maximizing resources while improving services is the greatest challenge faced by state and local governments alike. Among the myriad of services provided by local government in Kansas, incarceration of juvenile and adult offenders is arguably one of the costliest. Healthcare costs for prisoners, particularly costs of prescription drugs, have had a crippling effect on county budgets. Because the federal government requires county government to provide healthcare to inmates – counties have little choice but to absorb the growing costs.
TeamTech partnered with the Kansas Association of Counties (KAC) and the Kansas Governor’s Health and Human Services (HHS) Cabinet Team to identify and bring together decision makers from county government and state agencies to determine the best way to save money on medical care costs for incarcerated populations. TeamTech set up and led the process which included gathering the initial data on who was spending what on healthcare costs. Prescription drugs and hospital costs were the two largest contributors to cost and many counties also discovered that they had been spending way too much on prescription drugs.
TeamTech helped participants identify ways in which governmental entities, including county and state detention facilities can save money and improve efficiency.
As a result of the project, county officials soon discovered that they can save administrative costs in two ways:
- By contracting with companies that specialize in providing correctional healthcare to inmates, counties not only save money on prescription drugs but also on legal expenses and administrative costs. These private companies assist correctional agencies by providing correctional healthcare and carefully screening and managing billing for off-site health care services. Through these contracts, local physicians still provide medical care to inmates, but the local providers now must adhere to policies and procedures that work elsewhere to contain costs.
- By gathering and examining data on their prescription purchases, counties were able to either renegotiate with their current pharmaceutical drug companies for better prices – or take advantage of large volume pricing by combining purchases with other counties. In some cases, counties obtained better prices by contracting through the Department of Corrections for prescription drugs. And in a few counties, local pharmacists adjusted their rates to match the lower rates that large pharmaceutical companies were offering.
- More efficient delivery of services: This program has resulted in significant savings to the tax payer. Greater cooperation between state and local government has tangible benefits: The Kansas Department of Corrections projects an annual savings of at least $1.4 million and Sedgwick County alone predicts an annual recurring savings of $1 million.
- Counties see value in working together: This successful effort has laid the groundwork for other local government collaborations and enables increased compliance with state and federal regulations. (Link here to The Kansas Collaborative)
“TeamTech brought the groups together, facilitated the conversation and steered the teams in a positive direction. They had the tools necessary to take the information state-wide.”
“The key to our success was that we had the right people at the table and the data we needed to analyze our current situation and make necessary changes. TeamTech didn’t just facilitate the meetings, they worked tirelessly to make sure that assignments were completed between meetings and prodded during meetings to get the best results.”
Director of the Shawnee County Department of Corrections
Teaching leaders how to talk with people, not at them
Ann Howie, formerly with American Century Investments
Communication issues are on everyone’s top ten list. Why? Because managers have expanded their “communication loop” as involvement has grown. The new audience is more diverse and demanding. Managers and project leaders can spend up to 75 percent of their day listening, talking, reading and writing. As a result, the first challenge is realizing the most effective way to communicate so individuals and businesses can move forward.
What follows is a personal account of one project leader. She attended the custom-designed curriculum developed by Team Tech, and the Organizational Development Department of the large global asset management firm where she is employed.
“After reading the “Talking with, not at, people” course description, I hoped the workshop would provide ideas on how to find information that I needed to make more informed decisions. As a project leader, I hoped to expand my skills so that our project teams improved their communication and our projects could then move forward more efficiently and effectively.”
I attended the two-day course. Here is my assessment:
- TeamTech provided common sense concepts using real life applications.
- Listening topics that I’d heard, or read, before were presented with innovation and creativity, in a plain language manner that makes these concepts different and relevant, yet simple.
- The diary we kept during class that included future planning and the one-on-one classmate discussions, allowed me to develop, critique, apply, and stick with what I had learned – not just for a week or two, but for several months now.
- The questioning and pre-planning techniques have now become habit for me.
- The most poignant “Ah Ha” moment for me during class was realizing that leaders/managers don’t have to know/have all the answers themselves. What leaders need is an understanding of how to use the resources and people that surround them. You can be a leader, facilitator and/or guide without being the official “manager” or “project leader.”
- The class also provided tools to draw out missing information and fill in the gaps. I was very excited to learn that I could also use these concepts to guide meetings and conversations from the side without seeming bossy or rude and taking over.
In my personal and professional life (work, home, church, etc.) this course and the concepts taught provided many positive effects.
- As an analyst, project lead, co-worker, peer, daughter, sister, wife, and mom; nearly every day, I find myself asking my personalized version of the questions Kathleen and Joel provided during class. And yes, I still keep my reference list in my planner (it goes everywhere I do.)
- I’ve found that this approach brings about more open and honest participation and a stronger commitment to projects because ideas and resolutions come from everyone involved. It is a way to guide and influence others [and myself], but I am not telling (talking AT), I am sharing (talking WITH). People realize the topics via their own experiences and learn for themselves. All of this fosters ownership, teamwork, better communication overall, and win-win results.
- Practicing this for several months, I’ve found that people around me are adopting these same techniques. We accomplish more in shorter amounts of time, we trust each other more than we did previously, and we are more open and close than we were before. We collaborate and celebrate in coming up with solutions that are much better than if we’d worked on things on our own.
- I think another real benefit of the course is that Joel and Kathleen, by example, use these techniques to facilitate the entire class. You walk away having experienced the difference of being ‘spoken WITH’ versus being ‘spoken TO.'”
Process and protocol help turn an organization around
A not-for-profit agency, with more than $50 million in annual revenue, had grown exponentially overnight with the receipt of a state contract to provide adoption services for the children in state custody. Managing the many systems that needed to efficiently coordinate at this rate of growth reached a state of crisis. By June 2001, the organization was struggling to meet key operational and financial goals. The Board asked management to seek outside help to assist with process improvement. By early 2002, the organization’s ability to continue to operate beyond June 30, 2002 was questionable.
TeamTech was hired in April 2002 as a key partner to the Chief Operating Officer, the Executive Vice President of Human Resources and their respective teams. Our approach encompassed six key strategies:
- Assess and Understand. This initial assessment took two days to complete. A financial analysis was the first step. We quickly determined that our process improvement efforts needed to be expanded to a turnaround effort. Next, we focused on resources within the organization – which key processes were adding to net assets and which processes were draining net assets. We identified key values that would guide decision-making and potential process improvements, including adhering to best practices. Finally, we assessed internal leadership to tap strengths as well as supplement and address weaknesses.
- Identify, Link and Translate. Together with leadership, we identified the key organizational processes that linked to the critical performance indicators identified by the Board so we could closely monitor the impact of changes. Then, we translated these indicators into front-line language. For example, social workers became involved in calculating the number of children they needed to place each month to reach certain adoption placement percentage goals while maintaining best practices. As a result, associates beyond finance and top leadership became aware of the impact they had on the organization’s performance.
- Involve Those Impacted. We formed Process Improvement Teams, which included front-line staff members and supervisors, to focus on improving the operational processes that drain net assets. Leadership set goals for each team. Teams received process improvement tools “as needed” rather than through formal classroom training, and the core operating values became: data-driven, customer-focused, process- (not people) focused, and time- and budget-conscious. These teams were essential for four reasons:
- staff members needed some sense of control in the midst of the turnaround,
- the associates doing the work were the ones that knew how to improve it,
- individuals were encouraged to develop their analytical and decision-making skills so the improvement process could remain intact beyond our engagement, and
- we were able to increase our ability to assess morale and concerns. TeamTech initially facilitated all of the Process Improvement Teams.
- Focus, Focus, Focus. Due to the short time frame and crisis situation, actions were prioritized into three categories: immediate, mid-range and long-range. Actions that would positively impact the key performance indicators on or before June 2002 received immediate attention.
- Partner with, Mentor and Coach Key Leadership. We had to make tough decisions quickly. We met or talked daily with the Chief Operating Officer in our role as a sounding board, mentor and coach. We sat down regularly with the operations leadership team to help facilitate decisions pertaining to the redesign of the service delivery model. We suggested and validated strategies as well as raised questions to ensure thinking was as comprehensive as possible.
- Close the Accountability Loop. With the COO as the leader, we were fierce about deadlines and accountability. We created an action plan of who was to do what by when at the end of every meeting and used it as the agenda for the next meeting. We hammered away at the need to “close the feedback loop” so we would know if the changes made to improve processes had the intended results. We facilitated regular meetings with operations and finance staff members to study weekly cash flow statements, monthly financials and key performance charts to ensure understanding. We shared and celebrated the accomplishments of each Process Improvement Team.
The ability to move quickly and effectively was accomplished through the collaborative efforts of many departments and teams. Individual efforts were critical and surpassed expectations. Buy-in was built among the staff members by the leadership and participation of Operations and Human Resources.
- Within 60 days of the beginning of the engagement, the negative drain on net assets stopped, with surpluses in the following months;
- More than 450 people kept their jobs;
- Process Improvement Teams remain intact, and are now a regular part of the way the organization “gets things done;” and
- Children in state custody have continued quality and continuity of care.
Building Skills for Big Picture Thinking
The Organizational Development Department of a multi-disciplined, global asset management firm employing more than 3,000 people, discovered through manager surveys and departmental feedback that big picture thinking skills were a core competency required of their employees. This competency was needed to enable managers and their teams to be more effective when analyzing situations, anticipating the implications and implementing successful decisions. They wanted a curriculum that prepared employees to:
- Understand corporate decisions from a big picture perspective;
- Communicate more effectively the implications of those decisions to their departments and teams;
- Make decisions using a “systems thinking” approach; and
- Plan and coordinate change efforts with a greater understanding of all the dynamics involved.
TeamTech, in partnership with the Organizational Development Department, customized a curriculum that gives employees the skills and tools to:
- Understand the major systems and structural forces at work in the organization and how outside forces (economy, competition, technology, etc.) create pressure to change;
- Utilize this learning to interpret how the company has changed over the last 10 years and develop a broader understanding of corporate decision-making;
- Analyze their department, team or a particular situation from a systems perspective and identify strengths, weaknesses and next steps;
- Communicate clearly with employees and involve them in deciding and implementing change; and
- Review and plan a comprehensive approach to addressing an immediate problem or issue the employee is currently facing.
Since 1996, this customized curriculum has been successful and is currently being taught four times per year. In addition, Team Tech certified three internal trainers to deliver this curriculum. Feedback from participants on the benefits of this curriculum follows:
- “It gives me a better understanding as to why my department is making some of the decisions it is in a bear market.”
- “This will help me communicate my ideas and develop new ones that are more thought out.”
- “I will take a broader approach to making decisions.”
- “I am now able to better identify my role within the organization and more effectively communicate with management.”
- “This provides me with a structure to use when approaching problems.”
- “In trying to help my team through difficult times, all aspects of this class will help. It’s a great tool for dealing with change.”