Managing Change ANCOR Conference May 4, 2014 by Dr. David A. Jacox Sean M. McGuire

1. Managing Change
ANCOR Conference
May 4, 2014
Miami, FL
Dr. David Jacox, Sean McGuire,
Jacox Solutions E.D. Bellis, Inc.
CEO Principal

2. Presenters
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
America’s 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.
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.
2

3. 3
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.
Change Mangement

4. 4
Types of Change
• SITUATIONAL
• SYSTEMIC
• TRANSFORMATIONAL

5. 5
Typical Reactions
DO NOTHING
RESIST
MANAGE

6. 6
Are there occasions when this is appropriate?
Do Nothing

7. 7
Are there time when resistance and avoidance
are good strategies?
Resistance and/or Avoidance

8. 8
1. MANAGE THE CHANGE
2. TRANSFORM THE
ORGANIZATION
Better Reactions

9. 9
REGARDLESS OF STRATEGY
UNDERSTAND THE ENVIRONMENT
1. Assess Performance
2. Consult w/ Staff
3. Consult w/ Stakeholders
4. Diagnose the Problem
5. Educate Staff & Stakeholders
STEP 1

10. 10
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
Managing Change

11. 11
TRANSFORMATIONAL STRATEGY
1. Focus on longer term strategic change
2. Using the completed environmental assessment seek
involvement from stakeholders
3. Develop strategic plan
4. Educate and sell plan to stakeholders
5. Implement the plan
6. Measure results
7. Adjust as appropriate
8. Report progress to stakeholders
Transforming the Organization

12. 12
SITUATIONAL CHANGE MANAGEMENT
Case Study

13. 13
Case Study
SYSTEMIC CHANGE MANAGEMENT

14. 14
Case Study
TRANSFORMATIONAL CHANGE

15. 15
Case Study
CURRENT CASE

16. 16
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Presentation
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17. 17
Discussion
DISCUSSION