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Operationalizing Culture to Drive Employee Trust
Employee Experience Management
www.endeavormgmt.com/healthcare
OUR VIEW
Set, Met, Reinforced – The Key to Building Employee Trust
2
Our view of experience management
transcends audiences – so this applies to
employees as well.
www.endeavormgmt.com/healthcare
The trust employees have in the people running the show to
make the right strategic decisions.
STRATEGIC TRUST
The trust people have in the company itself such as processes, fairness,
and making good on promises. To have their own managers listen and
do what is right for the business not just themselves.
ORGANIZATION TRUST
The trust people have when interacting with others and are
acknowledged, told the truth, and support mutually-agreed upon goals.
Not judged, taken advantage, embarrassed, cheated or humiliated.
PERSONAL TRUST
People use the word “Trust” to mean
many different things.
In an organization, there are 3 kinds of
trust.
TRUST
TRUST AS A CULTURAL COMPONENT
Leaders Conundrum – What is Trust in an Organization?
3
www.endeavormgmt.com/healthcare
EMPLOYEE EXPERIENCE
Holistic view of what it’s like to become part of your team
IDENTIFY
Needs and expectations
EVALUATE
Determining fit
EXIT
Retire, terminate, transfer
CAREER MANAGEMENT
Development, progression, & achievement
4
ON-BOARDING
Integrating & belonging
www.endeavormgmt.com/healthcare
ADAPTING TRANSFORMATION CONCEPTS TO EXPERIENCE
5
ENVISION
ENGAGE
ENERGIZE
ENABLE
Create a clear vision to align leadership
• Is leadership aligned on the role of employee experience management in enabling high performance?
• Is leadership aware of how/where the current and desired experience differ?
• Has the employee experience been linked to the company’s values?
Translate the vision for all members of the organization
• What is the definition of our employee experience?
• Is there a common understanding of employee functional and emotional needs in the employee experience?
• What are the ways of communicating the importance of employee experience to every level of the organization?
• Is middle management and frontline leadership engaged?
• Are the employees engaged on a peer level?
• What is the outreach process to provide feedback to leadership?
• Is senior leadership actively delivering the employee experience?
• Is there an on-going feedback loop?
Remove barriers and empower employees to be a part of the solution
• Have we created an employee experience that the organization can deliver?
• Do you have a short-term improvement action plan?
• Do you have leadership training?
• Are skills and traits that build on the desired behaviors?
• Are the systems and processes designed to deliver the ideal employee experience?
Enable long-term sustainment
• Is your employee experience enabling your long-term strategy to create a people advantage?
• Is the leadership reinforcing the desired behaviors?
• How is success communicated and best practices shared?
• How is the employee experience and culture continuously measured and improved?
Our E4 Process for managing
transformational change
www.endeavormgmt.com/healthcare
• Reviews the effectiveness of the human capital and
management practices for their effects on and ability
to drive employee retention and motivation.
• Employee Engagement Model is a framework that
identifies the key elements of employee engagement.
• Employee Engagement Indicators:
• Employee productivity
• Employee quality
• Employee turnover
• Job satisfaction
• Sense of belonging
This is translated throughout the ideal experience map
MEETING EMPLOYEE NEEDS
Identifying and Addressing Both Functional and Emotional Needs
6
Employee
Engagement
Feeling
Accepted
Feeling
Respected
Feeling
Improved
Being
Helpful
Feeling
Confident
www.endeavormgmt.com/healthcare
CREATING THE EMPLOYEE EXPERIENCE
Designing Activities to Make It “Sticky”
7
Employee Experience
• Aspect of culture
• Impacts employee engagement
Organizing Principle is the foundational premise
Aspects of Employee Experience
• Personalized
• Interactive
• Intentionally designed
• Thematic
• Enhance positive cues
• Eliminate negative cues
• Engage all 5 senses
• Mix memorabilia
www.endeavormgmt.com/healthcare
OUR TOOLKIT
We have a comprehensive toolkit to address any issue during the transition
8
ENVISION ENGAGE ENERGIZE ENABLE
Understand the current
experiences
• Employee Experience Mapping
• Employee Personas
• Birkman Assessments
• CLEAR (Culture, Leadership &
Employee Alignment Report)
Define the desired employee
experience
• Definition Sheets
• Workforce Vision
• Frontline Focus Groups /
Assessment
Internalize the case for change
• Case Study Workshops
• Internal Lessons Learned Linked to
Desired Behaviors
Enable leadership by example
• Leadership to Life
• Leadership Definition Alignment
• Individual Leadership Coaching
• Leadership Workshops
Communicate the vision to all
• Communication Planning and
Messaging for Front-line
• Transformation360 Dashboards
Translate the experience at all
levels
• Role Sheets
• Shift Change Meetings
Establish lighthouses
• Set up Centers of Excellence
• Positive Change Case Studies
• Senior Leader Spotlights
• Role modeling Coaching
• Cross-functional Assessments
Remove complexity
• Complexity Assessment Maps
• Initiative Prioritization
• Document Consolidation &
Simplification
Improve internal capabilities
• Skills Training
• Facilitated Observations
Management System Alignment
• Simplification and Alignment
• Governance Alignment
Integration
• Best practice processes for:
• Hiring Process
• Performance Review
• Onboarding/Training
• Incident Review
• Organizational Planning
• Leadership Messaging
Long-term People Advantage
• Purpose Driven Work
• Leadership Attitudes and Actions
• Data-Driven Decision Making
• Risk Management
A clear vision of the future state The vision is translated to all Barriers are removed Changes are engrained
www.endeavormgmt.com/healthcare
KEY TOOLS
9
Discovery
Organizational Culture
Inventory / Organizational
Effectiveness Inventory
Employee Experience Mapping
and Employee Personas
www.endeavormgmt.com/healthcare
KEY TOOLS
10
Implementation
Transformation360 DashboardLeader Coaching Program
www.endeavormgmt.com/healthcare
IDENTIFY
Needs and expectations
ON-BOARDING
Integration & belonging
EXIT
Transfer, retire, terminate
EVALUATE
Determine fit
CAREER MANAGEMENT
Development, progression, & achievement
• Ideal employer /
position
• Reasons for exploring
options
• Information sources
used to explore
options
• Value drivers for
information sources
• Brand awareness
• Choosing and
contacting
• Knowledge of hiring
process
• Finding the right
contact
• Providing
paperwork/records
• Preparing the
interview
• Engaging hiring
authority and
potential teammates
• Offer review
• Criteria for “fit”
• Expectations
• Benefits enrollment
• Administration setup
• Orientation to
organization P&Ps
• Aligning with culture
• Skills training for
position
• Orientation and
integration to position,
team, department, and
organization
• Goal setting
• Job satisfaction and
drivers
• Performance
appraisals
• Continual professional
development
• Interactions with
those outside my
department
• Career progression
opportunities and
paths
• Celebrations and
recognition
• Trigger events
• Criteria
• Declaring your
intent
• Preparing for the
transition
• Remaining
connected to the
organization
• Advocacy behaviors
EMPLOYEE EXPERIENCE MAP
11
An Example of Perspectives through the Employment Lifecycle
www.endeavormgmt.com/healthcare
OUR VALUE
Insights + Expertise = Practical Strategies
12
Use of proven research tools and
frameworks for brand,
experience, culture and
operations management across
industries.
A 50-year heritage of research
innovation to drive strategic
decision-making.
Best practices developed with
national leaders in healthcare.
Access to cultural barometers to
provide clear and actionable
recommendations.
A team that includes those with
prior healthcare leadership
experience.
Deep understanding of the
healthcare system environment,
from the most complex
(academic-community
partnerships) to most competitive
(regionally-based systems).
Trusted advisor to some of the
most recognized healthcare
systems in the country.
Industry Expertise Research-Driven Insights
Consensus-driven decision
making processes to ensure the
employee experience strategy is
embraced.
Experience in engaging internal /
external audiences to improve
the experience delivered, both to
and through employees.
Clear and actionable
recommendations using insight-
driven scenario development to
express multiple options.
Practical Strategies
www.endeavormgmt.com/healthcare
OUR TEAM LEADERS
Decades of Practical Healthcare Experience
13
John has 20 years experience
working with healthcare
organizations to deliver exceptional
customer experiences and build
trusted brands.
JOHN MCKEEVER
Business Unit Leader,
Healthcare
Michael is an experienced
executive, executive coach, change
management consultant, and
business strategy consultant.
MICHAEL SHOOK
Business Unit Leader,
Cultural
Transformation
Michelle has lead multiple
organizations to be awarded Best
Companies to Work For through
their culture development and
employee experiences.
MICHELLE HOWISON
Director,
Workplace Culture
Expert
Nicole has spent a decade working
with national leaders in healthcare
to improve experiences and loyalty
of key stakeholders, including
patients, referring physicians,
donors, and employees.
NICOLE COY
Pracitce Leader,
Customer
Experience
www.endeavormgmt.com/healthcare
ResourcesRESOURCES
Related Materials We Share Online
14
High Performing Teams
Change Readiness
Performance-Management
Building a Culture of Patient
Safety
www.endeavormgmt.com/healthcare
OUR FIRM
15
Healthcare market leaders and challengers turn to Gelb Consulting to advance their strategic objectives. We
work collaboratively with our clients to merge market insights and industry expertise to design and implement
practical strategies. Our clients keep coming back to us not only for a near-term game plan, but as a long-term
trusted partner.
Understanding the What and the Why
Our approach yields direction for our clients to drive advocacy – customers willing to go out of their way to
recommend you. This is formed by the alignment of your brand’s promise, your delivery of services and how
they are delivered. These create the ideal experience.
We believe that market leadership is based on a keen understanding of the underlying drivers of your customers
– whether they be patients, families, referring physicians, donors or employees. Since our founding in 1965, we
have continued to innovate identifying industry-leading best practices and deploying the latest research
techniques to support our clients’ success.
Making the How a Reality
This is where our experience comes in. Our clients include many of the most recognized and well-regarded
healthcare organizations in the country, with a focus the most complex - academic medical centers. We bring
best practices and success to the table.
In addition, our seasoned consultants have been in your shoes, having decades of experience serving in
leadership positions within healthcare organizations. We understand the challenges of navigating the most
challenging of situations – from competitive environments to resource constraints. We work with you to
implement practical strategies to accelerate business performance at a pace that’s manageable for your
organization.
THANK YOU
We appreciate the opportunity to advance our relationship
www.endeavormgmt.com/healthcare
950 Echo Lane, Suite 200, Houston, TX 77024
@GelbConsulting
Contact
800-846-4051
info@gelbconsulting.com
www.linkedin.com/gelbconsulting

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Healthcare Employee Experience Management - Gelb Consulting

  • 1. Operationalizing Culture to Drive Employee Trust Employee Experience Management
  • 2. www.endeavormgmt.com/healthcare OUR VIEW Set, Met, Reinforced – The Key to Building Employee Trust 2 Our view of experience management transcends audiences – so this applies to employees as well.
  • 3. www.endeavormgmt.com/healthcare The trust employees have in the people running the show to make the right strategic decisions. STRATEGIC TRUST The trust people have in the company itself such as processes, fairness, and making good on promises. To have their own managers listen and do what is right for the business not just themselves. ORGANIZATION TRUST The trust people have when interacting with others and are acknowledged, told the truth, and support mutually-agreed upon goals. Not judged, taken advantage, embarrassed, cheated or humiliated. PERSONAL TRUST People use the word “Trust” to mean many different things. In an organization, there are 3 kinds of trust. TRUST TRUST AS A CULTURAL COMPONENT Leaders Conundrum – What is Trust in an Organization? 3
  • 4. www.endeavormgmt.com/healthcare EMPLOYEE EXPERIENCE Holistic view of what it’s like to become part of your team IDENTIFY Needs and expectations EVALUATE Determining fit EXIT Retire, terminate, transfer CAREER MANAGEMENT Development, progression, & achievement 4 ON-BOARDING Integrating & belonging
  • 5. www.endeavormgmt.com/healthcare ADAPTING TRANSFORMATION CONCEPTS TO EXPERIENCE 5 ENVISION ENGAGE ENERGIZE ENABLE Create a clear vision to align leadership • Is leadership aligned on the role of employee experience management in enabling high performance? • Is leadership aware of how/where the current and desired experience differ? • Has the employee experience been linked to the company’s values? Translate the vision for all members of the organization • What is the definition of our employee experience? • Is there a common understanding of employee functional and emotional needs in the employee experience? • What are the ways of communicating the importance of employee experience to every level of the organization? • Is middle management and frontline leadership engaged? • Are the employees engaged on a peer level? • What is the outreach process to provide feedback to leadership? • Is senior leadership actively delivering the employee experience? • Is there an on-going feedback loop? Remove barriers and empower employees to be a part of the solution • Have we created an employee experience that the organization can deliver? • Do you have a short-term improvement action plan? • Do you have leadership training? • Are skills and traits that build on the desired behaviors? • Are the systems and processes designed to deliver the ideal employee experience? Enable long-term sustainment • Is your employee experience enabling your long-term strategy to create a people advantage? • Is the leadership reinforcing the desired behaviors? • How is success communicated and best practices shared? • How is the employee experience and culture continuously measured and improved? Our E4 Process for managing transformational change
  • 6. www.endeavormgmt.com/healthcare • Reviews the effectiveness of the human capital and management practices for their effects on and ability to drive employee retention and motivation. • Employee Engagement Model is a framework that identifies the key elements of employee engagement. • Employee Engagement Indicators: • Employee productivity • Employee quality • Employee turnover • Job satisfaction • Sense of belonging This is translated throughout the ideal experience map MEETING EMPLOYEE NEEDS Identifying and Addressing Both Functional and Emotional Needs 6 Employee Engagement Feeling Accepted Feeling Respected Feeling Improved Being Helpful Feeling Confident
  • 7. www.endeavormgmt.com/healthcare CREATING THE EMPLOYEE EXPERIENCE Designing Activities to Make It “Sticky” 7 Employee Experience • Aspect of culture • Impacts employee engagement Organizing Principle is the foundational premise Aspects of Employee Experience • Personalized • Interactive • Intentionally designed • Thematic • Enhance positive cues • Eliminate negative cues • Engage all 5 senses • Mix memorabilia
  • 8. www.endeavormgmt.com/healthcare OUR TOOLKIT We have a comprehensive toolkit to address any issue during the transition 8 ENVISION ENGAGE ENERGIZE ENABLE Understand the current experiences • Employee Experience Mapping • Employee Personas • Birkman Assessments • CLEAR (Culture, Leadership & Employee Alignment Report) Define the desired employee experience • Definition Sheets • Workforce Vision • Frontline Focus Groups / Assessment Internalize the case for change • Case Study Workshops • Internal Lessons Learned Linked to Desired Behaviors Enable leadership by example • Leadership to Life • Leadership Definition Alignment • Individual Leadership Coaching • Leadership Workshops Communicate the vision to all • Communication Planning and Messaging for Front-line • Transformation360 Dashboards Translate the experience at all levels • Role Sheets • Shift Change Meetings Establish lighthouses • Set up Centers of Excellence • Positive Change Case Studies • Senior Leader Spotlights • Role modeling Coaching • Cross-functional Assessments Remove complexity • Complexity Assessment Maps • Initiative Prioritization • Document Consolidation & Simplification Improve internal capabilities • Skills Training • Facilitated Observations Management System Alignment • Simplification and Alignment • Governance Alignment Integration • Best practice processes for: • Hiring Process • Performance Review • Onboarding/Training • Incident Review • Organizational Planning • Leadership Messaging Long-term People Advantage • Purpose Driven Work • Leadership Attitudes and Actions • Data-Driven Decision Making • Risk Management A clear vision of the future state The vision is translated to all Barriers are removed Changes are engrained
  • 9. www.endeavormgmt.com/healthcare KEY TOOLS 9 Discovery Organizational Culture Inventory / Organizational Effectiveness Inventory Employee Experience Mapping and Employee Personas
  • 11. www.endeavormgmt.com/healthcare IDENTIFY Needs and expectations ON-BOARDING Integration & belonging EXIT Transfer, retire, terminate EVALUATE Determine fit CAREER MANAGEMENT Development, progression, & achievement • Ideal employer / position • Reasons for exploring options • Information sources used to explore options • Value drivers for information sources • Brand awareness • Choosing and contacting • Knowledge of hiring process • Finding the right contact • Providing paperwork/records • Preparing the interview • Engaging hiring authority and potential teammates • Offer review • Criteria for “fit” • Expectations • Benefits enrollment • Administration setup • Orientation to organization P&Ps • Aligning with culture • Skills training for position • Orientation and integration to position, team, department, and organization • Goal setting • Job satisfaction and drivers • Performance appraisals • Continual professional development • Interactions with those outside my department • Career progression opportunities and paths • Celebrations and recognition • Trigger events • Criteria • Declaring your intent • Preparing for the transition • Remaining connected to the organization • Advocacy behaviors EMPLOYEE EXPERIENCE MAP 11 An Example of Perspectives through the Employment Lifecycle
  • 12. www.endeavormgmt.com/healthcare OUR VALUE Insights + Expertise = Practical Strategies 12 Use of proven research tools and frameworks for brand, experience, culture and operations management across industries. A 50-year heritage of research innovation to drive strategic decision-making. Best practices developed with national leaders in healthcare. Access to cultural barometers to provide clear and actionable recommendations. A team that includes those with prior healthcare leadership experience. Deep understanding of the healthcare system environment, from the most complex (academic-community partnerships) to most competitive (regionally-based systems). Trusted advisor to some of the most recognized healthcare systems in the country. Industry Expertise Research-Driven Insights Consensus-driven decision making processes to ensure the employee experience strategy is embraced. Experience in engaging internal / external audiences to improve the experience delivered, both to and through employees. Clear and actionable recommendations using insight- driven scenario development to express multiple options. Practical Strategies
  • 13. www.endeavormgmt.com/healthcare OUR TEAM LEADERS Decades of Practical Healthcare Experience 13 John has 20 years experience working with healthcare organizations to deliver exceptional customer experiences and build trusted brands. JOHN MCKEEVER Business Unit Leader, Healthcare Michael is an experienced executive, executive coach, change management consultant, and business strategy consultant. MICHAEL SHOOK Business Unit Leader, Cultural Transformation Michelle has lead multiple organizations to be awarded Best Companies to Work For through their culture development and employee experiences. MICHELLE HOWISON Director, Workplace Culture Expert Nicole has spent a decade working with national leaders in healthcare to improve experiences and loyalty of key stakeholders, including patients, referring physicians, donors, and employees. NICOLE COY Pracitce Leader, Customer Experience
  • 14. www.endeavormgmt.com/healthcare ResourcesRESOURCES Related Materials We Share Online 14 High Performing Teams Change Readiness Performance-Management Building a Culture of Patient Safety
  • 15. www.endeavormgmt.com/healthcare OUR FIRM 15 Healthcare market leaders and challengers turn to Gelb Consulting to advance their strategic objectives. We work collaboratively with our clients to merge market insights and industry expertise to design and implement practical strategies. Our clients keep coming back to us not only for a near-term game plan, but as a long-term trusted partner. Understanding the What and the Why Our approach yields direction for our clients to drive advocacy – customers willing to go out of their way to recommend you. This is formed by the alignment of your brand’s promise, your delivery of services and how they are delivered. These create the ideal experience. We believe that market leadership is based on a keen understanding of the underlying drivers of your customers – whether they be patients, families, referring physicians, donors or employees. Since our founding in 1965, we have continued to innovate identifying industry-leading best practices and deploying the latest research techniques to support our clients’ success. Making the How a Reality This is where our experience comes in. Our clients include many of the most recognized and well-regarded healthcare organizations in the country, with a focus the most complex - academic medical centers. We bring best practices and success to the table. In addition, our seasoned consultants have been in your shoes, having decades of experience serving in leadership positions within healthcare organizations. We understand the challenges of navigating the most challenging of situations – from competitive environments to resource constraints. We work with you to implement practical strategies to accelerate business performance at a pace that’s manageable for your organization.
  • 16. THANK YOU We appreciate the opportunity to advance our relationship www.endeavormgmt.com/healthcare 950 Echo Lane, Suite 200, Houston, TX 77024 @GelbConsulting Contact 800-846-4051 info@gelbconsulting.com www.linkedin.com/gelbconsulting