nurse leaders in the boardroom
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Nurse Leaders in the BoardroomTRANSCRIPT
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]