May 17, 2012

Catching Up With Barb
by Barbara Grimm

Supporting leaders at the front line

Frontline managers have the responsibility of holding the interests of members, physicians, staff and the business of KP together. They have to coach and manage. It’s a tall order, and it’s time they get the support they need, according to Barbara Grimm, senior vice president of the Office of Labor Management Partnership. Barb says it’s time to "stop the stupid stuff" and focus on unit-based teams that will innovate health care.

Listen to Barb below.

Comments

Response to a Response

Dear John,

I'm embarrased to admit this but I have been following the blogs on the LMP web site. I seem to be having difficulty believing that yourself and Anthony have problems seeing the viewpoint of OPEIUVoice. I myself have been an LMP Facilitator and Trainer and a "self-proclaimed" expert on Issue Resolution/Consensus Decision Making. It has been my experience, unless both parties give substantial concessions to the other party (in this case staffing) than one party or the other feels slighted. 

In this example, it shows labor has given several concessions, yet I didn't read where management gave up concessions other than presenting the subject matter. I feel, John, that yourself and Anthony lean towards the betterment of management and not the betterment of your fellow coworkers which is a shame.

bias

Hi David. I apreciate your response. Neither of us knows the details of what really happened with Tony and his department although Tony does say that both labor and management were asked to find the efficiencies. What I was responding to was the approach. In my experience managers don't expect labor to give all. In my own department the first year we were asked to find efficiencies we deleted a management position because that is what made most sense.

However I'm a little troubled because what you advise "both parties giving substantial concessions", is compromise not collaboration. The goal of interest based problem solving is collaboration. That takes starting with the belief that ALL stakeholders can get their interests met and committing to that as a goal is a necessary condition of success. Compromise is much easier to reach but much less satisfying for all involved. Both feel slighted because neither feel that all of their interests were met.

When you speak of betterment of coworkers I need to ask if you include managers and non-union employees in your definition. And if you're familiar with the values compass you know that the patient or member should be in the center of all decision making.

I think that I do understand the view you reference. It's becoming all too familiar. In the midst of further budget reductions I'm receiving messages from stewards that emplyees need to work "all the overtime they want" rather then finding a more cost effective solution that honors union employees. With vacant positins the union stewards that I have interacted with have taken a stance that resulted in the posting of 1.4 FTEs when with our performance improvement UBT we had designed a way that would have provided better customer service with a single FTE.

These positions create anxiety for me in considering our patients, our union members and our organiztions. Failure to find efficiencies now, especially those that do not result in layoffs, place us in a position of increased likelihood of layoffs later. We've all had experience with those situations. Instead of win/win it becomes lose/lose/lose for all involved.

What I propose is that all of us tryuly engage in interest based problem solving as it is laid out in the curriculum approved by senior leadership of the partnering unions and management. In my neck of the woods it has been our union stewards who have refused to sit down and explore options. That should be as troubling to all as when management makes decision with little or no input from labor. Without honest dialogue managers will of necessity make decisions and the union members will achieve a self fulfilling prophecy that will not serve anyone's interest well.

Blogging is new to me and not a very satisfying form of communication. Both my last posting and this one draw conclusions based on many assumptions rather than being able to ask questions and better inform my views. It would be wonderful to have a face to face forum for dialgoue such as this.

I hope that you have a wonderful holiday!

"Concessions"

Hi again.

Exactly how successful will a partnership be if the partners don't trust each other? The positional stance of some labor folks (it's us versus them) suggests absolutely no trust at all.

I've been with KP for 23 years, the first 7 1/2 in Hawaii on the "non-represented" side, and the last 16 as a UFCW7 member and a shop steward in Colorado. My managers in Hawaii were also friends to me. When I came to Colorado, we were mired in that labor vs management struggle, and I even walked the picket line in 2000 when we chose to go on strike in order to get appropriate staffing language in our local agreement.

I was suspicious about management motives in agreeing to the partnership. But they agreed, and we agreed to do it. They conceded, in the National Agreement, to integrate labor at all levels of management, and, in most cases, have done so. In participating in that integration, I've become friends with most of our senior and mid level managers. We are working together to help provide better care for our members- and help make KP the best place to work.

In working with "management", I've realized that we're all, in general, trying to work towards the same goals. And, BTW, when it came to cutting costs, those cuts were applied uniformly, ACROSS THE BOARD, involving both management and labor FTE reductions. We, in partnership, managed to do so WITHOUT laying anyone off.

So my question to all is this: exactly what concessions are you willing to make in order to further the partnership? Are you willing to throw away your old suspicious maps and move forward, trusting your partners to do the same? Are you willing to participate in making hard choices in order to provide better, higher quality and lower cost health care for our members? Or will you choose to continue in defiant, oppositional behaviors simply to protect your turf? Life is short. And once again- KP Colorado is #1 in Medicare and #13 in commercial product rankings. I choose to believe that we are where we are because of the partnership- not in spite of it.

Concessions

anthonycaliendo I enjoy hearing your comment on concessions and how successful CO has been. I have heard many great stories of how well it is going out there. I just hope we can all have success in creating the mind set in our front line managers and labor. The hope is going into bargaining we can strengthen the national agreement to hold people accountable to upholding the National agreement so they know it is not optional and it is the model of the way Kaiser dose business. Which will make Kaiser the gold standard across this great Nation. In bargaining with Barb this week I see she and her panel of managers on the LMP subgroup do have common goals as the coalition so now it is all about seeing how we can achieve those common goals together in a true partnership.

bring back the partnership

The dialogue in this blog is interesting and seems to be representative of the continuum of dialogue that is taking place across KP. For me, the continuum of postings runs from polarized to collaborative. As an instructor for the Issue Resolution, Consensus Decision Making, and Interest Based Problem solving LMP modules the contrast in approaches is stark.

 

Let’s examine some of the dialogue in this particular blog. On December 12/10 Tony presents his view of a successful UBT at work. He describes a classic interest based problem solving approach in which the members of the effected unit, the stakeholders, came together to problem solve. Lot’s of uninformed interpretation on my part here but if I had to guess at what the problem statement might have looked like it might have read something like… “how can we work together to reduce our use of resources while still providing excellent service and causing the least amount of disruption to our labor partners, management and members?” And from the sound of the outcome as Tony described it they accomplished their mission. This is indeed LMP in action. Congratulations! From my interpretation of both the national agreement and the UHW Collective Bargaining Agreement this is how the LMP is intended to work.

 

Now this does not necessarily imply that there was no pain or discomfort involved in the dialogue and decisions that were made for union members and management. But what makes the UBT concept hum is the willingness of all partners to sit down and openly engage in interest based problem solving. When one “side” takes a rigid position on an issue without considering the larger interests of all stakeholders the collaboration ends. In fact, in the end it is probably not really in the best interest of the individuals or “side” that is taking a rigid position in most instances.

 

The response to Tony’s entry sited above by OPEIUVoice on 12/11 appears to be a classic example of positional bargaining. The entry implies that any loss of union positions for any reason is unacceptable. Given the current environment in the US and comparing the cost and quality of care received by the majority of US residents on most measures it seems evident that we must figure out efficiencies somewhere. Since staffing is by far the greatest expense in virtually any healthcare operation, once you make absolute staffing numbers a sacred cow the game is over.

 

The objective in interest based bargaining is to reach an agreement whereby each party gets all of their interests met. It is a legitimate interest for a union to maintain its security through membership growth. In Tony’s example it appears on the surface that the union's interests were not met because there was a net loss of positions in the department. But if we take a longer view supporting efficiencies throughout the organization will result in smaller rate increases for our members and keep KP in the position of offering great quality at an affordable price. Few other health plans in the country can offer the quality of KP and if we control costs we will continue to increase market share as the economy recovers. So in the long run supporting efficiency now is in the best interest of our union partners as well as all of the employees. More members translate to more jobs. This is a classic win/win solution.

 

 

Unfortunately it seems that the partnership can suffer when either “side” moves away from interest based problem solving to positional maneuvering. I’d like to close with an appeal to all to use the fantastic tools that the leadership of both labor and management embraced in 1997. If we do so relationships will sustain the least damage, the decisions will be the best possible and KP’s position under the new economic and health care realities that are about to emerge will be stronger than ever.

Changing the culture requires regular UBT meetings

With any change, there are early adopters and those who resist to the end. There is always a continuum. The culture of partnership is no different. There are managers and labor members in both categories, and every category in between. Managers who get frustrated with the lack of engagement can appear to have “top down” tactics. They are always putting out fires and have less time to focus on coaching and reinforcing what is going well. Staff members get disengaged and can become more resistant.  The cycle continues.

 

There are many texts that discuss the power and effectiveness of teams.

There are also many examples of departments within Kaiser Permanente that started out with an “us versus them” attitude and culture that changed drastically in a positive way with UBTs. Instead of having department meetings where 50 members are arguing for their points of view, these team meetings are focused on improving strategy with front line tactics. Their successes are recognized, giving them more energy to tackle the next tactic. Functional relationships form as team members focus on the goals. Trust allows even more focus. Leaders from both management and labor are then able to spend more time in fine tuning their constituents' effectiveness.

 

Many in our region have cancelled their department meetings in order to allow UBTs the time to meet. Teams that have regular meetings are more functional and are creative in finding ways to make the team meetings happen. Teams that aren’t meeting know that they may have to “cover” for the hour for the UBT that is meeting. Effective team meetings result in finding more effective workflows to survive when they are “down staffed.” Doctors who have been disengaged gradually become more engaged as they see that the team meetings have less “chaff” and are more focused.

 

Departments and teams with more dysfunction need help on both the management and labor side to stop that cycle of resistance and disengagement to become more effective. This includes education, mentoring, and tactics to make sure effective UBT meetings are occurring. It is important that each region finds effective ways to make it happen.

 

 

Mark W. Ptaskiewicz MD

Primary Care, Hidden Lake Medical Office

Physician Lead, Primary Care Unit Based Teams

Colorado Region

meaning of the term "co-management"

When I was a steward and labor partner, it was very clear in all our union discussions and training sessions that "co-managing" means inappropriate behavior by a steward or labor partner that consists of acting like a "straw boss" or just another manager, taking management's side, rather than representing the workers' interests (acting like a little manager).  And that's what the contract sentence about avoiding "co-management" means -- although it's not the greatest word choice, in my opinion.  (It seems to me that labor included that sentence in the draft of the National Agreement, using the above specific definition of "co-management," and was not aware that the word might be open to different interpretations.) 

We at the union were clear, in our discussions of the LMP, that being labor partners means sharing equally the responsibility of running the business.  That's what being a partner means. 

If management is defining "co-management" differently, to mean sharing equally as partners, and trying to claim that the National Agreement forbids that, then there has clearly never been a meeting of the minds about what that sentence in the National Agreement means. There really needs to be a very serious review of this.  

definition of comanagement

Again, my limited experience does encompass both labor and management positions I have held.Managers in Santa Clara Psychiatry and Fresno Psychiatry, with support from HR trainers in implementing LMP, have consistently cited the clause as a validation of not sharing too much power. Specific statements I have heard include "We managers are the only ones at the table who are responsible to ensure quality care, whereas labor just wants to protect their interests." and "Consider managers your only peers" and "Do we have to let 'them' get away with that (e.g., proposing agendas for UBT meetings).

On the labor side, I have never heard the clause cited.

 

Interesting points, Barb.

Interesting points, Barb.

From a local perspective, the real challenge is maintaining capacity (for patient visits) while allowing employees at the 'work unit level' time to participate in UBTs. Its interesting- physicians all the time get 'pulled' for administrative tasks, and their clinical FTE is accordingly reduced, and, if necessary, additional resources are brought in to care for the members. At the work unit level, however, backfill is funded BY THE DEPARTMENT- and because that impacts the economic 'bottom line', even managers that totally embrace the partnership have difficulty in regularly getting employees free to participate. This places an additional burden on the folks left 'back in the office' to do the work with one less body. The language of the National Agreement suggests backfill be calculated "before the fact", based on a 0.12 replacement factor. Unfortunately, the economic reality is that we simply do not have the resources, given our present economic challenges, to do so. That being said, in the departments where UBTs are up and running, things are getting better!

Changing culture with limited resources

Hi Tony,

It is great to hear from you and I hope you are keeping warm in the frosty Colorado weather. I agree that our resources are enormously challenged. I also know that many of our 2,300 UBTs have come up with a myriad of creative solutions to address the issues you raise and to meet our commitment to the value compass. Your comments prompt me to ask our regional coordinators and management co-leads to broadly share their successes and learning about how UBTs all over the country are balancing the resource constraints while accelerating cultural change and improvement Look for this information in upcoming LMP communications and also feel free to connect your Colorado leadership, Mike Hurley and Kelli Kane, for their assistance.

Take care,

Barb

UBTs

Barb, I need to share with you (and everyone else) some of the successes of our Family Medicine UBT. This year has seen the introduction of "Optimization of the Primary Care Team" to all PC teams in Colorado. The Optimization group, using metrics, identified 'best practices', and then shared those work flows region wide. In addition, we integrated conversion of LMP teams to UBTs AND brought in RIM+ training as well.

THe FM group here actively embraced the entire process, and the standardized work flows have actually made life better for EVERYBODY. We recently found we had to 'lose' 1.6 of back office FTE... and after about 30 minutes of "ain't it awful", the team rolled up their sleeves and addressed how that could be accomplished. One LPN volunteered to go to another department, and two others decided to 'share' their FTE with Peds and IM. This got done in a 45 minute meeting, facilitated by the UBT Co leads and teams. DONE. and DONE WELL.

The culture change I've seen has been nothing short of fantastic. Now, when this team is faced with a 'challenge', they seem to take a deep breath, plunge in, and get the work done. Quite a change, don't you think? And this is just the beginning!

Got jobs?

Anthony,

It appears that MANAGEMENT made the decision to cut 1.6 people. This caused one LABOR person to leave the department.  It also cause two LABOR people to "share" their FTE two other departments.  

What I read was a story about three LABOR people whose lives were negatively affected by MANAGEMENT'S pre-determined decision to elimate their jobs. What I didn't read was any way in which MANAGEMENT shared in the hurt. I wouldn't be at all surprised were MANAGEMENT to receive an end of year bonus or pay raise for saving the department money.

Hmmm.You're sure making up a lot

Hmmm.

You're sure making up a lot there OPEIUVoice. I was one of the labor members that sat on our "Close the Gap" committee that established the staffing ratios as they presently exist. Based on economic imperatives, every division in Colorado was charged with reducing the budget, for both staff and management by 5%. We chose to do so by attrition, reassignment and in doing so, NO JOBS WERE ELIMINATED. We worked IN PARTNERSHIP, with every decision CONSENSUS BASED. My department, by the numbers, was overstaffed. So, in the interest of parity, some of our workers needed to be moved to other departments that were, by the same numbers, understaffed. NO JOBS WERE ELIMINATED. In addition, the 1.0 FTE LPN that moved to another department was #1 on the seniority list (so she was not 'at risk' to be involuntarily moved). The other two individuals that assumed other responsibilities in other departments also were not "at risk" either. They CHOSE to move. This is not an "US VS THEM" situation anymore, and the sooner LABOR starts figuring that out, the better.

I view this partnership as just that- a partnership. We need to work together to cut expenses, cut overhead, and still provide high quality, affordable care for our members. And guess what? In Colorado, we're getting the job done. Under budget. No job cuts. We're #1 in the Nation in Medicare plans, and #13 in the Nation in Commercial Plans- Why?

Because we are learning how to work in partnership. When the partnership was established, it was done so to encourage the workers to help find even better ways of providing even better care for our members; the efficiencies our workers have already identified are cutting our costs, and not lowering our quality standards. This is what the Partnership is supposed to be about. I thank the members of my team AND MY MANAGERS for helping us get to where we are... and it's only going to get better.

Welcome to Reality

Anthony,

Thank you for your response, however, you missed the point completely and failed to substantiate how anything I stated was inaccurate. In your follow-up response, you clarified that, "based on economic imperatives", your "team" was charged with the task of reducing the budget of your department by 1.6 FTEs.  This is essentially double-speak for management mandating a reduction of force and only allowing for your team to be "empowered" in the task of determining how to divide the work among the remaining staff. This is a prime example of how management (and some labor) defines "partnership".  

During the LMP courses I attended, the LMP was likened to other partnerships such as a marriage; continuing within this analogy, management is the party who decides which car to buy and lets labor decide how to wash it and deems that a partnership.  The primary intent of the partnership was not, "to encourage the workers to help find even better ways of providing even better care for our members" but also to provide additional, positive effects for KP employees.  

Further, in your initial posting, you neglected to mention anything in regards to reductions affecting management; only in your follow-up post did you allude to such reductions (5% reductions).  Perhaps you would have greater empathy for your coworker who felt compelled to transfer to another department and for your coworkers who now work in two departments, if you were personally affected by the reductions. In fact, the only matter in which I may have been over-pressumptuous was in regards to whether management received bonuses or raises (something to which you and I will never be privy) and I made my pressumtion in regards to that possibility quite clear.      

LMP priority ranking?

The sites I support have had all LMP activities/mtgs on 'hold' since Sept. '09.  I understand the environment is very different at these sites; however, I believe what I've experienced in my position as an LMP Coord. over the last 3 yrs. enforces the need for LMP to continue.  I also understand there are priorities (pt first). 

I am usually in a position to see both sides of the fence and am to remain a neutral resource for both management & labor.  I am not hearing anything about any talks to get LMP moving forward again or anything about it. 

When employee morale in the workplace is down in this environment it affects individuals' demeanor.  When I say 'employee', I am including the front line managers in this current situation as they are also affected by this.  It's more than their demeanor and comes down to a non-working behavior re-surfacing.  This is just my point of view from the fence though. 

The duration of this 'hold' causes me to ask:  Where do LMP activities rank/place in the long list of priorities?

UBTs are a priority

Hi Tracy,

I am disappointed to hear that your area has had "LMP activities on hold since Sept 2009".  Clearly, that is not the intent of the national agreement and is not what has been agreed to by management or the Coalition. My suggestion is for you to contact your regional LMP Coordinator or the management Co Lead for help. I know that in every region, UBTs are being launched and existing UBTs are continuing to work within their teams focusing on the Value Compass and our patients and members. Please let me know if I can provide you with the contact information for your regional LMP leads

Best,

Barb

UBT

Having participated from both sides of the table (L and M), I must observe that the partnership in my area is on life-support or should be.

Psychiatry has long suffered from the illusion that we are already past masters at getting along and communicating. Norcross et al have done a good job of documenting how imperfect we are at judging our treatment realtionships, and the same caveat may apply to our judgments of our workplace relations.

Managers can be very nice, very diplomatic, and very wise in their judgments about what we ought to do next - and still be top-down leaders. The most common structure supporting this way of operating is the management meeting with an invited labor representative. The representative is assumed to be in close contact with his peers but no time is actually committed to that function. Another artifact is the management meeting which is devoted to making a strategy to prevent "undue" labor influence, rationalized and justified by that one sentence in our LMP manuals that says LMP is not co-management. Now a third structural impediment is the takeover of UHW by SEIU, which prefers to operate behind the scenes leader-to-leader without keeping the worker in the loop. Kaiser is apparently powerless to insist on participation by workers because that could be construed as interference in labor business.

So, yes, we need help if the patient is not going to be allowed to die.

 

 

LMP is not co-management

Hi Brightraven,

I can relate to much of your post; I am a Kaiser employee, in the San Diego area, where the the LMP is MIA and has been for quite some time. Within each of the LMP meetings which I was aware of (all of which took place several years ago or longer), the outcome had already been predetermined by Management. The LMP meetings were simply a formality. If my Union or Kaiser Management ALLOWED my voice to be counted, I'd ask to end the illusionary LMP; either make it a true partnership (as it was/is advertised) or eliminate it and let me keep the 10 cents per hour that I pay into the mirage.

Dustin 

Let's influence leaders for the better

Brightraven,

Thank you for taking the time to provide your input and perspective. First, irrespective of whether it is management or union leadership, there has been much progress in learning to lead differently, to engage all team members, tapping into the energy, resources, and creativity of our workforce. I recognize, just as clearly, that we are not 'there' and we all have more work to do.  From the perspective of members, patients and our communities, it has never been more important than now.

Second, I can personally state that there is no strategy to "prevent undue labor influence.”  We all are committed contractually and personally to enhancing performance on all areas of the Value Compass, specifically: Quality, Service, Affordability and to make KP the Best Place to Work.        

I would also suggest that each of us has an opportunity, if not an obligation, to positively influence leadership, be they management or labor, around UBTs and the Labor Management Partnership.  I am doing that with all our partners and would encourage you to join me. 

Thank you,

Barb

BARBARA GRIMM
Senior vice president, Office of Labor Management Partnership

Bio
Barbara Grimm hates stupid stuff. Just ask her.
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