ENTERPRISE AGIL ITY I N HEALTHCARE Candid Case Studies of Successful Organizational Transformations JOHN G. STENBECK PMP, PMI-ACP, CSM, CSP LAUREN E. MIX ENTERPRISE AGIL ITY I N HEALTHCARE Candid Case Studies of Successful Organizational Transformations JOHN G. STENBECK PMP, PMI-ACP, CSM, CSP LAUREN E. MIX A PRODUCTIVITY PRESS BOOK This book includes references to terms such as PMP®, PgMP®, CAPM®, PMI-SP®, PMI-RMP®, or PMI-ACP®, all of which are registered marks of the Project Management Institute, Inc. CRC Press Taylor & Francis Group 6000 Broken Sound Parkway NW, Suite 300 Boca Raton, FL 33487-2742 © 2019 by John G. Stenbeck and Lauren E. Mix CRC Press is an imprint of Taylor & Francis Group, an Informa business No claim to original U.S. Government works Printed on acid-free paper International Standard Book Number-13: 978-0-367-13817-2 (Hardback) This book contains information obtained from authentic and highly regarded sources. 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I found it to be a concise, practical, easy to read and useful resource for health care executives and managers who aim to lead their orga- nization with impact.” Manish Kohli MD, MPH, MBA, FHIMSS, Chair, Global Board of Directors, HIMSS “A critical read for healthcare organizations struggling with change management. The real-world stories bring the lessons articulated in this read to life.” - Michael J Mirro MD, FACC, FHRS, FAHA, FACP, Senior VP Parkview Health System Chief Academic – Research Officer, Past Chair, American College of Cardiology HIT committee “In this analysis of the Agile journey of two corporate players in the Healthcare space, John and Lauren have hit the ball out of the park! With multiple engage- ments, I have worked to implement Agile in the dynamic healthcare industry and this guidance would have helped tremendously. When we started Blue Agile, a national group of Blue Cross Blue Shield Agilists, this was what we were searching for -- practical information for fast, simple consumption and appli- cation. I recommend this for standard reading at the Academy of Healthcare Management.” - Steve McGee PMP/PMP-ACP/PAHM/CHC/CPHP/CSM/SPC4/ICP, Senior Managing Consultant, IBM | v ENTERPRISE AGILITY IN HEALTHCARE “I thoroughly enjoyed learning about this alternative type of project management in the health care profession. The team approach and emphasis on a creative trusting environment was very helpful.” - Patricia Gilbreath, MD, San Diego, CA “If you lack an underlying commitment to ‘self-mastery’ and growth, the best theory won’t help you succeed. The hardest challenge is to be yourself in a world where everyone is trying to make you be somebody else. Desire is the standing point of all achievement. “‘Enterprise Agility in Healthcare” will set the pathway to a different mindset to improving your leadership role.” - Frank Kelly, Abella, Director IT Infrastructure Operations, Renown Enterprise Agility in Healthcare explains why agility is vital to organizational survival. It details the critical variables that only executive leaders can address in a way that ensures success. It uses the experiences of two major healthcare organizations to frame the situational context surrounding the variables then explains why and how the leaders in those organizations made choices that proved to be extraordinarily successful … in the real world! This book focuses on organizational expansion in healthcare. By examining two organizations with similar, yet different, growth experiences, this book demonstrates very successful, very real outcomes while offering key insights into the principles and practices that drove them. vi | Dedication Lauren Mix To my wonderfully supportive husband, Patrick – Thank you for always being in my corner and cheering me on. Your encouragement makes all the difference. I love you, best friend. To my beautiful daughter, Mallory- You are my reason. You are why I do all that I do. I love you, kiddo. John Stenbeck Sitting here, struggling to write this dedication, humbled by the many people who have chosen to bless my life makes my heart overflow with gratitude. Expressing the heartfelt thanks to each of them appropriately is a task more challenging than writing the book. Nonetheless, I trust their generous hearts will allow themto hear how deeply I love them, expressed in this small gesture. I am compelled to begin this effort with an acknowledgement of the inimitable Lauren Mix, my co-author. Seven years and 7 books ago when we decided to collaborate as author and editor I never could have dreamed of her depth, passion and capability as an agent of transformation, taking my limited prose and making it elegant and accessible in addition to accurate. Her depth was revealed in a new and exciting way when the burning crucible of the Agile Almanac Book 2 seemed certain to overwhelm me and she shifted gears into | vii ENTERPRISE AGILITY IN HEALTHCARE ghost-writing 3 chapters to push us over the finish line. Finally, she identified the opportunity for the Distilled Insight series and suggested we co-author it. It has been my privilege to work and grow with her. I am certain, and pleased beyond measure, that she will outshine any accomplishment of mine! I am also deeply indebted to, and grateful for, two friends who have been instrumental in keeping me alive and keeping me focused on the pursuit of significance. John Gates and Rick Morris are both amazingly accomplished thought- and team-leaders who have helped me grow in ways unimagined because of their dedicated, insightful and gracious investment in my life. They continue to challenge, dare and press me to rise to the challenge and potential of their astonishing wisdom. Everyone should be so blessed with at least one such friend in their life, and I am privileged to have both of you as brothers. I would be remiss to not thank two amazing mentors who came into my life by the accident of us belonging to PMI. The value of John Watson and Michael O’Brochta exceeds even a lifetime of membership dues and volunteer hours. You have been, and always will be, brothers to me. Last, but certainly not least, my amazing, long-time Cursillo brothers and newly found St. Mary’s Men’s Group brothers; thank for always cheering me on while lovingly admonishing me to be the man God is calling me to become. Please keep praying for me and know that I love you all! Of course, none of this would mean anything without the love and joy that JT, Lindsey, Grayson, and Hensley, Michael and Olivia, and Jamie, Bailey and Jason pour into my life. I hope each of you know how much you mean to me and how you inspire me every day to move into the future, embracing it with the expectation of giving and receiving abundantly, without limitation or con- dition, as you do. Your courage and daring, demonstrated by loving everyone around you, sets a standard for me to pursue. Someday, may I do as well as each of you already do. Love you all…bunches! viii | Table of Contents Welcome ................................................. 1 Acknowledgments ......................................... 3 Introduction .............................................. 5 Healthcare’s Current Climate ..................................8 The Promise and Challenge of Agile ............................9 Part One – What Is the Agile Imperative? ........................13 Professional Response ......................................14 Marketplace Demand ......................................15 Vendor Commitment .......................................15 Part Two – Agile By Design: Centra Health .......................17 Eliminate Waste ...........................................18 Take the First Step .........................................23 How to Succeed With Agile ..................................34 Part Three – Agile By Accident: Parkview Health ...................39 Eliminate Waste ...........................................41 The Retrospective .........................................53 Part Four – Shared Takeaways .................................55 Two Common Denominators .................................55 Vendor Integration ........................................60 Transparent Reporting ......................................62 Conclusion ...............................................69 Useful Resources ..........................................71 Am I Agile Already? - Quiz ..................................71 About the Authors .........................................75 Index ....................................................79 | ix