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PHI Coaching & Consulting Services News

The latest news from the PHI Coaching & Consulting Services team:

Long-Term Living Blog Calls for New Staff-Education Approaches

In her monthly Long-Term Living blog, PHI Director of Coaching & Consulting Services (CCS) Susan Misiorski explains in Practicing Learner-Centered Training that efforts to change the culture of nursing homes to a more person-centered environment require new approaches to staff education.

Misiorski offers an exercise on self-determination — a fundamental principle of culture change — to demonstrate how to better engage staff in the learning process.

March Newsletter Highlights Partners in Care

The March issue of the PHI Coaching and Consulting Services newsletter features the highlights of an employer case study on Partners in Care (PIC), the largest licensed home care agency in the country.

The article explains how PIC set about transforming its culture using the PHI Coaching ApproachSM and the quantifiable benefits for supervisory staff and home health aides.

The issue also includes a post on the Senate Briefing: Rethinking the Role of Home Care Workers in Care Coordination, as well as information on upcoming conferences.

To subscribe to the PHI CCS monthly newsletter, click here.

New Name, New Look

PHI has recently completed a project to refine and strengthen the way it presents its consulting services to the eldercare and disability services community. The formerly PHI Training & Organizational Development team now has a new name, tag line, and website:

PHI Coaching & Consulting Services
Building Skills. Strengthening Teams. Managing Change.

– by Deane Beebe

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Culture Change at Country’s Largest Home Health Agency Profiled

A new joint publication of PHI and the Pioneer Network details how Partners in Care (PIC), the country’s largest home health agency, changed its culture, increased staff morale, and lowered turnover.

The profile (pdf) explains how PIC’s decision to participate in the PHI Center for Coaching Supervision and Leadership (CCSL) affected the entire agency.

“Coaching Supervision has transformed the culture of this organization,” said PIC president Marki Flannery. “Relationships between office-based supervisors and home health aides are much more positive.”

Based in New York City, PIC employs more than 9,500 home health aides and serves more than 20,000 clients each year.

Coaching Training Gets Results

PIC’s culture-change journey began in 2006, when it agreed to participate in CCSL. Several managers were trained in the core skills of PHI Coaching SupervisionSM, which include active listening, collaborative problem solving, and nonjudgmental communication.

Later, those managers trained several hundred of PIC’s supervisors, instilling the lessons of coaching throughout the organization. Currently, PIC is trying to train all 9,500 of its home health aides in the communication skills involved in the PHI Coaching ApproachSM.

“Coaching Supervision has transformed the culture of this organization.”
Marki Flannery, President, Partners in Care

The infusion of PHI Coaching Supervision into the organization has produced clear benefits, detailed in the case study.

Supervisory staff turnover has dropped dramatically to around 14 percent, down from more than 32 percent in 2006, the year PIC began its involvement with CCSL.

Home health aides are also experiencing stronger relationships with their supervisors, according to both survey data and anecdotal evidence. “Supervisors now listen to you more,” said Pauline Smith, a home health aide who has been at PIC for 12 years. “You’ll have a complaint, and the supervisors are more attentive to you and what you have to say. That way, we get better results.”

Supervisors at PIC also say that aides have been able to deliver better care to clients, due to both their enhanced communication skills and the newfound sense that they are truly valued by PIC management. “If the aides feel more valued…their whole approach with their clients is going to be [changed], and the clients are probably having a better experience,” Flannery said.

– by Matthew Ozga

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PHI in the News

In recent weeks, numerous media outlets — from daily newspapers to trade publications — have reported on issues relevant to the direct-care workforce.

San Antonio Paper Covers Looming Care Gap

On October 29, the San Antonio Express-News reported on the rising demand for direct-care workers, particularly home health aides.

However, most jobs in the direct-care field are of such low quality, it will be difficult to attract the estimated 1.1 million additional workers needed to meet that demand, wrote reporter Melissa Fletcher Stoeltje, who quotes PHI National Policy Director Steve Edelstein and Public Education and Media Relations Director Deane Beebe in the article.

In a letter to the Express-News, Beebe wrote that Stoeltje devoted a disproportionate amount of attention on the tiny number of direct-care workers who are unscrupulous.

The article “may have left an impression that because of low wages, home-care workers can be unreliable or, worse, thieves,” Beebe wrote. On the contrary, the vast majority are “dedicated, compassionate people,” she added.

Washington State Ballot Initiative Debated

An October 23 article in the Olympian reported on Ballot Initiative 1163, a measure to establish more rigorous training standards for home and residential care workers, which passed last week.

The initiative also requires that home and residential care workers undergo background checks and become certified. State certification for home care aides is “pretty uncommon at this point,” Edelstein is quoted as saying.

PHI Featured in Trade Publications

The October 10 issue of ADVANCE for Long-Term Care Management featured an article on cross-functional teams by PHI Regional Policy Specialist Alexandra Olins.

Cross-functional teams, which engage employees at all levels of an organization, are an effective means of directing culture change efforts in long-term care facilities, Olins wrote. This is a unique approach that PHI has tested with multiple clients.

Meanwhile, Long-Term Living on November 2 published the latest in a series of blog posts by PHI Training and Organizational Development National Director Susan Misiorski.

Misiorski’s newest post describes an evaluation of the PHI Coaching ApproachSM, which found that the coaching helps to improve job satisfaction among workers and frees up more time for supervisors, who no longer have to concentrate on resolving minor daily disputes.

In another article published online in September and in the October issue, Long-Term Living noted the debut of the PHI State Data Center.

The State Data Center compiles comprehensive workforce data for all 50 states, including trends in wages, health insurance rates, and legislative and policy developments pertinent to the direct-care workforce.

– by Matthew Ozga

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PHI Coaching Supervision Yields Strong Positive Results

The PHI Center for Coaching Supervision and Leadership (CCSL) produced numerous positive, tangible outcomes for employers, according to a just-released PHI evaluation summary of the program.

Participants in the CCSL, for example, reported improvements in quality of care as well as statistically significant gains in job satisfaction among all staff.

The four-year CCSL program was designed to refine the PHI Coaching Approach to Supervision, a training program that teaches long-term care supervisors the core communication skills necessary to effectively engage and support their teams.

Eleven providers in the Northeast U.S., including five nursing homes and six home health agencies, were involved in the CCSL initiative.

Specific Findings

PHI’s evaluation of the CCSL program found that:

  • Trained supervisors retain the lessons of PHI Coaching SupervisionSM. One year after their training, more than three-fourths (77 percent) of supervisors involved in CCSL said they “often” or “always” used the communication skills they were taught.
  • Job satisfaction increased. Direct-care workers surveyed showed significant improvements in job satisfaction following the CCSL intervention.
  • Some employers experienced efficiencies. Three out of 10 supervisors and managers reported spending less time solving other people’s problems. All told, 25 supervisors reported a total of 75 hours saved per week, or nearly four weeks each year for each supervisor.
  • Certain participants reported increased care quality. For example, one of the CCSL participants — Orchard Cove, a continuing care retirement community in Massachusetts — recorded downward trends in fall prevalence, urinary tract infections, pressure ulcers, and other quality indicators.
  • Providers invested in sustainability. Evaluation respondents expressed their interest in sustaining the positive outcomes they gained from PHI Coaching Supervision training. To that end, they have instituted numerous strategies — including booster sessions and the use of cross-functional teams — intended to “keep coaching alive.”

CCSL was funded by the John A. Hartford Foundation and The Atlantic Philanthropies.

More information about the PHI Coaching Approach is available at the PHI Training & Organizational Development Services website.

More information about the evaluation of PHI initiatives and services is available at the PHI Evaluation page.

– by Matthew Ozga

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PHI Coaching ApproachSM Profiled in Journal Article

The PHI Coaching Approach is profiled in an article in the May issue of the professional journal Home Healthcare Nurse.

In the article, Marki Flannery, the president of the New York City home care agency Partners in Care, details her organization’s use of the PHI Coaching Approach to improve her aides’ morale and job satisfaction.

She explains that coaching has proven successful in a number of ways, and it remains a big part of Partners in Care’s overall culture.

Introducing Coaching

Flannery writes that just four years ago, the climate at Partners in Care was often hostile and volatile.

Interactions between supervisors and aides “were quite heated, punitive, and often resulted in disciplinary conversations,” she notes.

In order to change that, Flannery and her organization participated in the PHI Center for Coaching Leadership and Supervision (CCSL), a program funded by The John A. Hartford Foundation and The Atlantic Philanthropies.

Through CCSL she and other Partners in Care administrators learned the core skills of the PHI Coaching Approach: active listening, self-management, self-awareness, and presenting problems objectively and without judgment.

Today, everyone who works at Partners in Care — including all 8,500 of its home health aides — have received some form of coaching training.

Consequently, Flannery writes, aides feel less stress, accomplish more during their workdays, and feel more valued within the organization.

Editorial Thanks Home Health Aides

The May issue also contains an editorial (pdf) entitled “From the Heart: Thank You to Home Health, Home Care, and Hospice Aides!” written by Home Healthcare Nurse editor Tina Marrelli.

In her piece, Marrelli cites numerous facts from the recent PHI publication The Direct-Care Worker at a Glance (pdf).

She also notes that the July/August 2012 issue of Home Healthcare Nurse will be devoted to home care aides and hospice aides.

– by Matthew Ozga

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Center for Coaching Supervision and Leadership Program Deemed a Success

After four transformative years, PHI’s Center for Coaching Supervision and Leadership (CCSL) program culminated in late October with a two-day summit attended by scores of nursing home, home care, and community-based care leaders from 31 organizations in 14 states who participated in the initiative.

During the meeting, these leaders had the opportunity to share their experiences using the PHI Coaching ApproachSM, provide feedback, and be briefed on the program’s preliminary evaluation findings.

Ambitious Goal

By all accounts PHI’s CCSL program was a huge success in transforming management styles and organizations, resulting in greater staff satisfaction and other positive outcomes.

About 100 people were trained to deliver the PHI Coaching SupervisionSM training, and they in turn trained 1,340 nurses and other supervisors of direct-care staff at their organizations. Some site leaders wanted to implement broader training in PHI’s Coaching Approach to Communication, which target all staff. These trainings reached an additional 2,670 staff.

“PHI had an ambitious goal for the CCSL project: to work with nurses and other supervisors to shift how supervision happens, and — more broadly — bring a more relational approach to communication and problem-solving at all levels throughout the participating organizations,” said Sara Joffe (left), CCSL director and PHI organizational and executive coach.

“We are very pleased with the results, which indicate that the coaching skills are a powerful tool to create a culture in which both workers and consumers are central and honored,” Joffe said.

Breaking the Cycle of Instability

PHI Coaching SupervisionSM was designed to break the cycle of instability that plagues the long-term eldercare and disability services system by using a non-punitive, problem-solving approach to managing direct-care staff.

PHI developed this skill-building approach (pdf) to improve working relationships and care outcomes, recognizing that both direct-care workers and their supervisors experience a lack of mutual support and a resulting high rate of turnover, which threatens the quality of care.

Reports from the Field

Many organizations implemented PHI Coaching SupervisionSM within the context of furthering their transition to person-directed cultures.

“PHI Coaching Supervision provided the educational foundation for culture change, which is all about relationships,” said Paul Hollings, executive director of Orchard Cove, a Boston-area based continuing care retirement community, at a summit workshop. “Coaching supervision is about how we communicate more effectively, creating better relationships.”

Elizabeth Canelos-Ragusa, Preceptor and Coaching Trainer, VNS of Central NJ

Corporate Director of Human Resources Celeste Smith at the New York-based Beth Abraham Family of Health Services, a long-term residential and community-based health care provider, shared her experience with the PHI Coaching Approach, noting that “it came in on the heels” of an intervention between management and labor that was “not enough.”

Smith said that Beth Abraham’s executive director suggested trying PHI Coaching Supervision Approach, which “supported our culture change efforts and helped reinforce our organization’s integrity, diversity, creativity, mutual accountability and caring for residents and each other.”

“PHI’s Coaching Approach gave us a common language, empowered workers, and helped employers manage staff with less trepidation. The big surprise,” Smith said, “was the talent and leadership that emerged in the cross-functional teams.”

Intervention

PHI conducted train-the-trainer workshops at all of the sites to introduce staff to the PHI Coaching Supervision curriculum and prepare the leaders to lead internal training sessions. PHI provided ongoing support to trainers and booster sessions to reinforce and sustain the use of coaching skills throughout the organizations.

Rick Surpin, President of Independence Care System and PHI Board Chair (front left) with conference participants

Eleven of the sites were Comprehensive Sites where PHI held executive leadership seminars and provided executive coaching to support leaders in managing a high-involvement change process. The core leadership development strategy was to form cross-functional teams, to ensure participation by staff at all levels of the implementation.

Annual CCSL events, which bring together CCSL leaders and trainers, are aimed at supplementing the site training, sharing ideas and experiences, further developing their training skills and roles as organizational coaching champions, and discussing the leadership responsibilities and advantages of participating in CCSL.

Positive Outcomes

A large majority of participating supervisors report actively using the coaching skills, and many have applied these skills to work with residents, clients and their families. Coaching skills were found to have increased the capacity of managers and line staff to solve problems on their own, releasing time for nurses and leaders to focus on concerns more appropriate to their roles. Sites with robust implementation have reported improved job satisfaction and job retention.

“As executive director I got a ‘monkey’ [on my back] when things got dysfunctional,” reported Margaret Franckhauser, executive director at Community Health & Hospice in New Hampshire, on the outcomes of the initiative at her home health and community support service agency.

“The Coaching Approach has empowered the organization to make decisions, so they don’t need me in the same way. Not every problem gets kicked up north, which was an unexpected gift that changed decision-making in the organization and freed me up to handle the bigger issues,” Franckhauser said.

The Evaluation

“The CCSL initiative had a strong evaluation component because we felt it was important to be able to describe and quantify the impact of this work,” said Marcia Mayfield, PHI director of evaluation. Mayfield directed the collection of quantitative and qualitative data at the sites and conducted the project analysis.

Marcia Mayfield, PHI Director of Evaluation

“Findings from both qualitative and quantitative data suggest that the train-the-trainer model accompanied by organizational development support can result in strong, sustainable behavior change within organizations, which in turn leads to greater employee satisfaction and organizational efficiencies,” Mayfield said.

The preliminary findings on the outcomes and impact of the train-the-trainer program show:

  • Trained staff use coaching with coworkers and clients
  • Increased staff capacity to solve problems on their own
  • Organizational policies and procedures are aligned with coaching principles and approaches
  • Improved job satisfaction
  • Improved organizational efficiencies
  • Impact on quality of care (reported)
  • Improved retention

More Than A Method of Supervision

Rick Surpin, president of Independence Care System (ICS), a nonprofit Medicaid managed long-term care plan and PHI affiliate, and PHI Board Chair, wrote a letter to PHI President Steven Dawson and Sara Joffe following the event.

Congratulating PHI on the widespread, positive impact of the CCSL project, Surpin went on to describe his experience:

As President of ICS, I felt a great deal of kinship with the other sites and their experience using the approach. We have embraced the approach fully, as you know…. And, we firmly believe, like many of the people at the conference, that the Coaching Approach is a commitment of a way to manage throughout the organization and not only a method of supervision.

The CCSL program was made possible with support from The John A. Hartford Foundation and The Atlantic Philanthropies.

For more information about the PHI Coaching Approach and how to build these skills in your organization, contact Susan Misiorski, PHI director of training and organizational development.

– by Deane Beebe

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