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Nurse Leaders in the Boardroom<br />The skills you need to be successful on a board<br />
Presented by <br />the Center to Champion Nursing in America, an initiative of the <br />Robert Wood Johnson Foundation, t...
Nursing Leadership in the Boardroom<br />Why Now?<br />Why Me?<br />What do I need to be Board-Ready?<br />How to Prepare<...
Why Now? Health Care Reform Needs Nursing Leadership<br />Passage of  federal health care reforms <br />Greater need for n...
Why Now? Opinion Leaders Want NursingLeadership<br />Gallup poll: Nursing Leadership from <br />Bedside to Boardroom: Opin...
Why Now? Opinion Leaders Want Nursing Leadership<br />Assuming a Leadership Role<br />What, if anything, do you think coul...
Why Now? Nurses Underrepresented on Boards<br />Nurses account for only 6% of boards seats in hospitals nationwide.<br />A...
Why Now? IOM Future of Nursing Report Recommendations<br />Prepare and enable nurses to lead change to advance health:<br ...
9<br />Why Now? <br />Future of Nursing Report<br />Nurses Underrepresented  <br />Opinion Leaders Want Nurse Leadership<b...
Why Me? Nurses Role in the Future of Health Care<br />Nurse Leadership —<br />Missing in the Boardroom Picture<br />Nurses...
 Connections
 Keen assessment skills</li></ul>10<br />
Why Me? Unique Patient Care Perspective<br /><ul><li>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</li></ul>11<br />
Why Me? Nurses Benefit from Board Service<br /><ul><li>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</li></ul>12<br />
On the path to board leadership<br />Responsibilities and Roles of a Board Member<br />What do I need to know to become “B...
Stewardship<br />14<br />
STEWARDSHIP<br />The key quality of a steward is the belief in something greater than yourself.<br />Taking a multidimensi...
STEWARDSHIP<br />Steward of the organization’s values, beliefs, missions and visions.<br />Responsibility to act in the be...
STEWARDSHIP: Accountability<br />17<br />A Board ensures that the organization:<br /><ul><li>Maintains legal and ethical s...
Implements actions and policies that actively serve the organization’s mission.
Is accountable in their practices and policies.</li></li></ul><li>STEWARDSHIP: Responsibility<br />Be informed about the o...
Governance & <br />Board Responsibilities<br />19<br />
GOVERNANCE<br />Core Values are qualities, standards or principles  regarded as desirable, important and worthy of esteem....
GOVERNANCE<br />Principles of <br />Governance<br />21<br />Lead by example<br />Contribute for the good of the organizati...
GOVERNANCE<br />Public Image<br />The board is the public face of the organization and is responsible for promoting the mi...
GOVERNANCE <br />The process of governance is making and implementing decisions  <br />Operational Performance<br />Govern...
RESPONSIBILITIES<br />Evaluate how effective the organization’s management is in meeting goals.<br />Operational Performan...
RESPONSIBILITIES<br />Plan an organization’s direction for success and the strategy or course of action necessary to move ...
RESPONSIBILITIES<br />Express the board and organization’s view, commitment and values on an issue – as the basis for acti...
RESPONSIBILITIES<br />Advocate on behalf of the communities served by the organization ensuring quality, safety and custom...
RESPONSIBILITIES<br />Identify, prioritize and understand (people, groups, organizations and systems) stakeholders that af...
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Nurse Leaders in the Boardroom

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Nurse Leaders in the Boardroom

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Nurse Leaders in the Boardroom

  1. 1. Nurse Leaders in the Boardroom<br />The skills you need to be successful on a board<br />
  2. 2. Presented by <br />the Center to Champion Nursing in America, an initiative of the <br />Robert Wood Johnson Foundation, the AARP Foundation and AARP<br />
  3. 3. Nursing Leadership in the Boardroom<br />Why Now?<br />Why Me?<br />What do I need to be Board-Ready?<br />How to Prepare<br />Call to Action<br />On the path to Board Leadership<br />3<br />
  4. 4. Why Now? Health Care Reform Needs Nursing Leadership<br />Passage of federal health care reforms <br />Greater need for nursing leadership in a reformed health care system<br />Realizing the vision will require a leadership transformation in nursing<br />
  5. 5. Why Now? Opinion Leaders Want NursingLeadership<br />Gallup poll: Nursing Leadership from <br />Bedside to Boardroom: Opinion Leaders’ Perceptions<br />Nurses ranked lowest among professions and groups who will influence health care reform in next 5-10 years.<br />Top barriers to nurses’ influence and leadership were “not important decision makers” and physicians “are revenue generators.”<br />Almost all say nurses should have more influence in planning, policy and management.<br />Nurse Leadership from Bedside to Boardroom: Opinion Leaders’ Perceptions (January 2010) conducted by Gallup, funded by the Robert Wood Johnson Foundation. <br />5<br />
  6. 6. Why Now? Opinion Leaders Want Nursing Leadership<br />Assuming a Leadership Role<br />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? <br />Nurse Leadership from Bedside to Boardroom: Opinion Leaders Perceptions (January 2010) conducted by Gallup, funded by the Robert Wood Johnson Foundation. <br />41<br />6<br />%<br />%<br />%<br />%<br />%<br />%<br />%<br />
  7. 7. Why Now? Nurses Underrepresented on Boards<br />Nurses account for only 6% of boards seats in hospitals nationwide.<br />American Hospital Association. (2001) AHA Hospital Statistics. Chicago, IL<br />7<br />
  8. 8. Why Now? IOM Future of Nursing Report Recommendations<br />Prepare and enable nurses to lead change to advance health:<br />Nurses should take responsibility for their personal and professional growth by continuing their education and seeking opportunities to develop and exercise their leadership skills.<br />Nursing associations should provide leadership development, mentoring programs, and opportunities to lead for all their members.<br />Nursing education programs should integrate leadership theory and business practices across their curricula, including clinical practice.<br />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.<br />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. <br />8<br />
  9. 9. 9<br />Why Now? <br />Future of Nursing Report<br />Nurses Underrepresented <br />Opinion Leaders Want Nurse Leadership<br />Health Care <br />Reform<br />NURSE LEADERSHIP IN BOARDROOMS<br />
  10. 10. Why Me? Nurses Role in the Future of Health Care<br />Nurse Leadership —<br />Missing in the Boardroom Picture<br />Nurses can and do bring to a boardroom:<br /><ul><li> Patient-focus
  11. 11. Connections
  12. 12. Keen assessment skills</li></ul>10<br />
  13. 13. Why Me? Unique Patient Care Perspective<br /><ul><li>Patient and consumer-focused perspective
  14. 14. Expert knowledge of quality care and patient safety
  15. 15. Fraud fighters, innovators and problem solvers
  16. 16. Understand interprofessional collaboration among all health care professionals</li></ul>11<br />
  17. 17. Why Me? Nurses Benefit from Board Service<br /><ul><li>Achieve greater leadership
  18. 18. Gain new knowledge
  19. 19. Get to know your own worth
  20. 20. Impact health care delivery
  21. 21. Obtain new skills
  22. 22. Meet new people
  23. 23. Expand your networks
  24. 24. Be inspired</li></ul>12<br />
  25. 25. On the path to board leadership<br />Responsibilities and Roles of a Board Member<br />What do I need to know to become “Board-Ready”?<br />13<br />
  26. 26. Stewardship<br />14<br />
  27. 27. STEWARDSHIP<br />The key quality of a steward is the belief in something greater than yourself.<br />Taking a multidimensional position—means placing the best interest of the organization above career advancement, special interest groups, personal agendas. <br />15<br />
  28. 28. STEWARDSHIP<br />Steward of the organization’s values, beliefs, missions and visions.<br />Responsibility to act in the best interest of the organization in exercising its authority<br />Accountable to the boards’ constituents and stakeholders for all decisions and actions<br />To hold something in trust for others<br />16<br />
  29. 29. STEWARDSHIP: Accountability<br />17<br />A Board ensures that the organization:<br /><ul><li>Maintains legal and ethical standards.
  30. 30. Implements actions and policies that actively serve the organization’s mission.
  31. 31. Is accountable in their practices and policies.</li></li></ul><li>STEWARDSHIP: Responsibility<br />Be informed about the organization and its activities, participate in decisions and do so in good faith. <br />Exercise power and authority in the best interest of the organization.<br />Adhere to the organization’s bylaws, be guardians of its mission and comply with applicable laws.<br />18<br />
  32. 32. Governance & <br />Board Responsibilities<br />19<br />
  33. 33. GOVERNANCE<br />Core Values are qualities, standards or principles regarded as desirable, important and worthy of esteem.<br />Vision defines the desired or intended future state of an organization.<br />Mission is why the organization exists to serve and what it does for those it serves.<br />20<br />
  34. 34. GOVERNANCE<br />Principles of <br />Governance<br />21<br />Lead by example<br />Contribute for the good of the organization<br />Take collective action<br />Uphold an organization’s mission and vision<br />Do no harm to the organization<br />
  35. 35. GOVERNANCE<br />Public Image<br />The board is the public face of the organization and is responsible for promoting the mission, vision and programs.<br />Articulate the purpose, achievements and future plans of the organization and how it will positively impact the community.<br />22<br />
  36. 36. GOVERNANCE <br />The process of governance is making and implementing decisions <br />Operational Performance<br />Governance Functions of<br />Board of Directors<br />Strategic Planning & Direction<br />Policymaking<br />Advocacy<br />Stakeholder Relationships<br />Fiduciary Oversight<br />Fund Development<br />Leadership Development<br />23<br />
  37. 37. RESPONSIBILITIES<br />Evaluate how effective the organization’s management is in meeting goals.<br />Operational Performance<br />24<br />Establish Transparency<br />Maintain Confidentiality<br />Continuous Improvement<br />
  38. 38. RESPONSIBILITIES<br />Plan an organization’s direction for success and the strategy or course of action necessary to move in that direction. <br />Strategic Planning & Direction<br />25<br />
  39. 39. RESPONSIBILITIES<br />Express the board and organization’s view, commitment and values on an issue – as the basis for action.<br /> <br />Policymaking<br />26<br />
  40. 40. RESPONSIBILITIES<br />Advocate on behalf of the communities served by the organization ensuring quality, safety and customer satisfaction.<br />Advocacy<br />27<br />
  41. 41. RESPONSIBILITIES<br />Identify, prioritize and understand (people, groups, organizations and systems) stakeholders that affect or can be affected by the board’s actions.<br />Stakeholder Relationships<br />28<br />
  42. 42. RESPONSIBILITIES<br />Monitor the financial health of the organization and ensure that appropriate financial controls are in place.<br />Fiduciary Oversight<br />29<br />
  43. 43. RESPONSIBILITIES<br />Lead in building philanthropic support to ensure the organization’s financial security. <br />Fund Development<br />30<br />
  44. 44. RESPONSIBILITIES<br />Address the development of future leaders to keep the organization moving forward, particularly in times of change or need. <br />Leadership Development<br />31<br />Evaluate<br />Mentor<br />Orient<br />Train<br />
  45. 45. 32<br />Completing the Board Leadership Puzzle <br />
  46. 46. How to Prepare <br />Planning & preparing to succeed on a board<br />33<br />
  47. 47. Be Passionate<br />How to Prepare <br />Find a board that has a mission, values and/or vision you feel passionately about. <br />Have the energy, commitment and enthusiasm to be a board leader by utilizing your personal and professional skills and interests.<br />34<br />
  48. 48. How to Prepare<br />Identify the board you want to serve on and how to get there.<br />Create a Personal Strategic Plan<br />Plan<br />Before you begin…do your homework!<br />35<br />
  49. 49. How to Prepare<br />Suggestions:<br /><ul><li>Serve on a local non-profit board.
  50. 50. Serve on a committee at work.
  51. 51. Engage in local policy-making, for example, on a community board or committee.</li></ul>Start Locally<br />36<br />
  52. 52. How to Prepare <br />Nurses interested in leadership positions should seek the advice of other leaders.<br />- Find a mentor<br />Build Connections<br />- Volunteer<br />- Network<br />37<br />
  53. 53. How to Prepare<br />Seek Ongoing Education<br />Publications/Websites<br />Training/Certification<br /><ul><li>Sigma Theta Tau’s Online Education program: Non-Profit Board Governance for Health Care Leaders
  54. 54. BoardSource Governance Series Kit
  55. 55. Programs at graduate business schools
  56. 56. Organizational Training:
  57. 57. Best on Board
  58. 58. Center for Creative Leadership
  59. 59. Books:
  60. 60. Governance for Health Care Providers
  61. 61. The Growth and Development of Nurse Leaders
  62. 62. Trustee Magazine
  63. 63. Websites:
  64. 64. Center for Health Care Governance
  65. 65. Sigma Theta Tau
  66. 66. Boardsource
  67. 67. CCNA</li></ul>38<br />
  68. 68. Call to Action<br />Now is the time to take your leadership to the next step!<br />39<br />
  69. 69. Acknowledgement<br />This is a program of the<br />Center to Champion Nursing in America<br />an initiative of the <br />Robert Wood Johnson Foundation, the AARP Foundation and AARP <br />Content Acknowledgements:<br />Sigma Theta Tau’s<br />Non-Profit Board Governance for Health Care Leaders <br />Online Education Program <br />Presentation Moderator:<br />TBD<br />Video Contributors:<br />Michael Bleich, Ph.D., R.N., F.A.A.N.<br />Catherine Dodd, Ph.D., R.N.<br />Catherine “Alicia” Georges, Ed.D., R.N., F.A.A.N.<br />Donna Policastro, R.N.P.<br />Antonia Villarruel, Ph.D., R.N., F.A.A.N.<br />Presented by the Center to Champion Nursing in America, an initiative of the <br />Robert Wood Johnson Foundation, the AARP Foundation and AARP<br />
  70. 70. 41<br />Resource Page<br />Training Programs/Certification<br />Books<br />Training:<br /><ul><li>Sigma Theta Tau’s Online Education program: Non-Profit Board Governance for Health Care Leaders [www.nursingknowledge.org]
  71. 71. BoardSource Governance Series Kit [www.boardsoure.org]
  72. 72. OnBoardsBootcamp[www.onboardsbootcamp.com]
  73. 73. National Association of Corporate Directors [www.nacdonline.org]</li></ul>Certification:<br /><ul><li>programs at graduate business schools
  74. 74. Organizational Training:
  75. 75. Best on Board [www.bestonboard.org]
  76. 76. Center for Creative Leadership [www.ccl.org]</li></ul>Robert Wood Johnson Foundation Leadership Programs:<br /><ul><li>Executive Nurse Fellows
  77. 77. Nurse Faculty Scholars
  78. 78. Health Policy Fellows
  79. 79. Governance for Health Care Providers by David B. Nash, William J. Oetgen, Valerie P. Pracillo
  80. 80. The Heart of Leadership by Barbara Balik and Jack A. Gilbert
  81. 81. Ethical Governance in Health Care: A Board Leadership Guide for Building an Ethical Culture by Joel D. Ohlsen, Thomas P. Holland, Roger A. Ritvo
  82. 82. The Growth and Development of Nurse Leaders by Angela Barron McBride, PhD RN FAAN </li></ul>Online Resources<br /><ul><li>Center for Health Care Governance [www.americangovernance.com]
  83. 83. Sigma Theta Tau [www.nursingsociety.org]
  84. 84. Boardsource[www.boardsource.org]
  85. 85. Center to Champion Nursing in America [www.championnursing.org]
  86. 86. Initiative on the Future of Nursing [www.thefutureofnursing.org]
  87. 87. Robert Wood Johnson Foundation [www.rwjf.org]
  88. 88. The Governance Institute [www.governanceinstitute.com]</li></ul>Other Resources<br /><ul><li>Trustee Magazine [www.trusteemag.com]
  89. 89. Board Leadership Magazine [www.onlinelibrary.wiley.com]
  90. 90. Self Assessment Exams [e.g. www.bocatc.org]</li>

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