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Barb He

The Mea Culpa Department

Vice president of Interaction Research Institute (IRI) since 1975, Barb Affourtit is the designer of the STATMAN: Statistical Management software and the marine advisor rapport assessment program.A specialist in performance improvement, she assists organizations in developing performance measures that align with strategic objectives and conducts customized on-location training and facilitation in survey development/analyses, customer service excellence, and intercultural adaptation.Barb develops the sampling, administration, validation, and analytical methodologies for all the surveys conducted by IRI, including onboarding and exit surveys to isolate factors with the greatest impact on employee retention. She has experience with all types of surveys. She creates online questionnaire instruments and reporting systems to dynamically display findings.Barb worked with numerous healthcare organizations to compare key administrative and clinical indicators to discover critical contributors to patient recovery. She conducted pre-deployment training and post-deployment evaluation of marine corps advisors working with Afghan and Iraqi security forces.Barb enjoys guiding teams within client organizations to enhance existing surveys and derive new customer and employee surveys.

Barb B. Affourtit 

Barb Lesniak is the executive director of social sciences at Southern New Hampshire University (SNHU). Her background includes 15 years of corporate training and development experience and 12 years as an instructor and administrator in higher education. She teaches classes on emotional intelligence to SNHU leadership and external partners. Lesniak’s background also includes five years as a professional counselor, which enhances her passion for helping people develop their interpersonal skills on a personal and professional level.

Barb Lesniak

As training organizations grow in size, it can be challenging to maintain content and ensure that the right materials get to the right place at the right time. Given the speed of change in today’s markets across all industry segments, printing only what’s required is key to minimizing obsolete inventory.
Training organizations need the business processes and tools to maintain brand integrity, provide version control, and enforce an appropriate approval processes. Systems also need to be structured to affordably deliver not just the documentation, but the supporting classroom supplies for instructors.
During this webinar, you will hear from firms that have taken on the challenge of implementing more effective management for training materials. They will share techniques that they have deployed to:

effectively manage version control
eliminate inventory
reduce overall costs.


The Right Content, The Right Place, The Right Time

A digital printing and publishing pioneer and marketing expert, Barbara Pellow helps companies develop multimedia strategies that ride the information wave, whether it's developing a strategy to launch a new product, building a strategic marketing plan, or educating your sales force on how to deliver an effective value proposition. She brings the knowledge and skills to help companies expand and grow business opportunity. Pellow has had a number of high-profile marketing and sales positions. She served as the Chief Marketing Officer of Kodak's Graphic Communications Group, where she was responsible for all marketing activities for the division, including business strategy, marketing communications, public relations, marketing intelligence, and advertising strategy. Prior to joining Kodak, Pellow was the Gannett chair in integrated publishing sciences in Rochester Institute of Technology's (RIT) School of Printing Management and Sciences (SPMS). As chair, Barb focused on the relationship between traditional paper-based media and emerging electronic new media. Previously, she served as Corporate Vice President of Marketing for IKON Office Solutions; Corporate Vice President of Marketing for Indigo; Vice President and General Manager for the Xerox Document Production Systems Group; and Director of the On Demand Printing and Publishing Service at CAP Ventures, an internationally known firm specializing in the digital document and print on demand industry. She is a frequent speaker at industry events and a recognized author. She is on the Board of Directors of Ft. Lauderdale-based Spherion.

Barbara Pellow

Before co-founding Teams of Distinction, Mr. Gerschel was the COO of a $17 million multi-media learning company in Europe and the Director of global leadership development and e-learning for Sanofi-Aventis Pharmacuetical. Mr. Gerschel speaks globally on a regular basis and is fluent in five languages. Fusing his diverse corporate career and international knowledge, Mr. Gerschel offers clients a unique expert’s take on raising the bar on their productivity. Since 2008 he has educated and inspired more than 30,000 leaders on five continents through his speeches, coaching, training, and books;  www.teamsofdistinction.com

Antoine Gerschel

Kira Pollard-Lipkis leads global sales readiness across the talent, learning, and Glint businesses at LinkedIn. She is passionate about accelerating sales performance by creating corporate learning cultures that foster continuous skills development to drive employee engagement. Because many of her customers are sales professionals who sell LinkedIn Learning, her team holds a high bar for creating, delivering, and sustaining high-quality modern learning experiences not unlike the ones LinkedIn provides its own customers.Pollard-Lipkis is a firm believer that coaching plays a critical role in fostering cultures of learning and sustaining meaningful behavior change. In addition to her work at LinkedIn, she has her own coaching practice, Kira Adrienne Coaching + Consulting, where she works with emerging and experienced leaders to help them create meaningful success. She also is currently completing her certification through the Co-Active Training Institute.

Kira Pollard-Lipkis

With recognition in 2014, WakeMed, a health system that employs more than 8,000 people in the Research Triangle area of North Carolina, has garnered its fourth BEST Award. "Being a leader in education is a central part of our organizational values," says CEO Donald Gintzig."We believe it is important to continually push the bar and innovate to achieve excellence. Our commitment to education offers the platform to introduce the new skills, standardize processes, and accelerate improvements in quality, safety, and patient-and family-centered care," adds Gintzig.All told, WakeMed provides more than 160,000 hours of formal classroom training for staff annually, spending more than $2 million. Four education departments report to the senior vice president of human resources and talent development: nursing education, staff development and training, workforce development, and the Center for Innovative Learning. Established in 2006, the center was designed to build WakeMed's capacity for simulation- and technology-based education, and focuses on delivery via innovative technologies.Its director, Amar P. Patel, says that the four departments work together in an environment of collaboration that crosses the domains of clinical, compliance, and soft skills training. The senior leadership team and WakeMed's board of directors participate in an annual strategic planning process that generates enterprise-wide and function-specific learning needs, as do WakeMed's many committees and councils.The most critical business issue facing WakeMed during the past two years has been transitioning all patient records from paper to electronic format, then integrating them from disparate parts of the system into a unified health record. The volume is immense: WakeMed sees more than 230,000 patients annually in its emergency departments and delivers more than 7,700 babies each year. Additionally, WakeMed primary care and specialty care physicians who practice across the region see more than 327,000 patients annually.Before the universal adoption of the Epic electronic health record software, there were many different health record systems in use, according to Patel. Epic has been rolled out to the physician practices and will go live in the hospitals in February 2015.To prepare for the transition with the physician practices, multiple departments worked together to devise a carefully planned learning strategy, designing training plans to best meet the needs of all disciplines, clinical and nonclinical. Training was delivered 24/7 in a variety of ways, including online modules, instructor-led classes, self-paced learning, computer-based training, and train-the-trainer competency validation."With unified electronic health records becoming our single source of patient information, it will be crucial that all using the system have training and competency validation," says Patel.Harriet Stephenson is the director of nurse education for WakeMed; nurses have distinct and specialized education needs. One training initiative is designed to reduce errors in medication administration, a crucial patient safety issue. But to design a program that addresses gaps in knowledge and process, errors must first be reported."If staff do not report errors, how can we identify whether it is human error or system processes that need improving?" Stephenson asks.Rather than design a prescriptive, top-down training program, learning staff decided to leverage the value of storytelling and the connective power of personal experience to create a safe space for error reporting and encourage it. They launched an internal patient safety blog with stories specific to medication administration, shared anonymously by nurses who had made medication errors."They shared their experiences, highlighting that we should be aware how easily errors can occur," says Stephenson. The team also drilled down to see where challenges were, and determined that constant interruptions were a huge issue that could distract nursing staff and cause medication errors. Therefore, they implemented system changes too, including "red zones," actual red-outlined work areas where nurses inputting information are not to be disturbed. Patel says that reporting of errors has increased, while errors in documentation and order entry have decreased.WakeMed promotes and enhances social learning through blogs as well as other social media tools, continuously posting information in multiple mediums to provide education across all levels.A key patient care need is to get critically ill heart patients, especially from rural areas, directly into WakeMed's Heart Center. In its most innovative learning initiative of the past 12 months, WakeMed learning staff set out to see whether the transport process could be streamlined and shortened, thus improving mortality rates.Using a human patient simulator named Stan, Patel and his Center for Innovative Learning staff created a simulation-based learning initiative to document the admissions process, determine learning gaps, and understand the patient and provider experience. Stan, who weighs 160 pounds and cost $75,000, is capable of breathing, blinking, and dying; he can be given oxygen, CPR, and medication, generating more than 1,000 data points per minute. Stan's caregivers would call local emergency services, who would evaluate his condition, then request helicopter transport to the cardiac hospital two hours away. Helicopter transport can reduce travel time to 37 minutes at an estimated cost of $10,000. Once transported to the helicopter, Stan's condition would worsen progressively; staff would have to begin treatment by inserting a heart catheter."After the simulation, staff were able to clearly identify areas where additional education was needed and procedures they would like to practice before managing real patients," says Patel. "While we see cardiac patients every day, very few arrive by helicopter directly into the cardiac center. It was important for the organization to understand and improve this process and the patient experience."As a result of the simulation, WakeMed is able to decrease mortality rates, prevent delays in catheter placement, and improve efficiency. These efforts also supported a business goal: to increase the number of cardiac patients who come to WakeMed (already the busiest heart center in the state) from rural areas of North Carolina.View the entire list of  2014 BEST Award winners .

2014 ATD BEST Award Winner #16: WakeMed Health & Hospitals

This is the second post in a three-part series examining leadership.  (See post 1 and post 3.) In the present business climate, the leaders need to become champions of the “learning organization” as designers, teachers, and stewards (Senge 1990), rather than position themselves as the traditional charismatic hero (Steyrer 1998).  With that in mind, leading others requires constant learning and development (L&D) and designing of knowledge-creative workplaces that foster growth. Agile Skills Required Enter “design thinking.” Research reveals that design-driven companies, such as Apple, Coca-Cola, Ford, IBM, Intuit, Nike, P&G, Starbucks, Starwood, Target, Walt Disney, or Whirlpool, have outperformed America’s S&P 500 large companies by an extraordinary 228 percent over 10 years (DMI 2014). Likewise, being smart about agile working, agile workforce, and agile environments and cultures should be on every leader’s list of priorities. In fact, a 2014 CIPD survey of HR leaders and employees found that improving “leadership and management capability” (64 percent of respondents) and “learning and development” (54 percent of respondents) are top tactics to deliver organizational agility. Meanwhile, respondents in the CIPD research ranked “reward management” (15 percent of respondents) and “increasing workforce diversity” (17 percent of respondents) much lower. In the 2014 report, Change Agents: The Role of Organizational Learning in Change Management, ATD Research concurred that organizations and their leaders should be more adaptive to change. Indeed, the research study found that 61 percent of organizations experience three or more changes per year, but they are not prepared to manage that change. Only 17 percent of respondents rate their enterprises as highly effective at managing change, and a mere 30 percent of organizations have change management teams. The good news is that there is clear evidence that an adaptive, generative, and knowledge-productive learning and development (L&D) approach to leadership development can provide the infrastructure for numerous progressive methods designed to produce adaptive leaders. Coaching and self-managed learning are clear examples of this approach. Why Coaching Works Through my own research into leadership development, I have found that coaching is about building and sustaining high-quality links with others. Extremely good coaches energize, ask, listen, invite, and equip others to develop themselves and achieve their personal and professional best. How does this work? The coach energizes the relationship, while the coachee empowers it. As a result, the link re-energizes the coachee, so that he or she is better able to discern, ideate, transform, and deliver (Tkaczyk 2014). More importantly, numerous coaching skills can be applied routinely with clients, peers, or direct reports. They include setting the stage, bringing forth positive leadership presence, tracking information, identifying issues and key factors, playing back exchanges and checking-in, giving and receiving constructive feedback. In addition, one of the most important tools when working with others is the skill of positive inquiry (Tkaczyk 2014). Meanwhile, Stanford’s 2013 Executive Coaching Survey revealed that nearly 100 percent of CEOs enjoy the process of coaching and receiving leadership advice from professional coaches and outside advisors. Although CEOs are receptive to making changes based on these interventions, the Stanford study found that a majority (66 percent) do not receive leadership advice or coaching. To be sure, the benefits of coaching for developing leadership skills are tangible. ATD Research’s report, The Coaching Approach: A Key Tool for Successful Managers, concluded that, in reality, coaching improves communication (69 percent), raises engagement (65 percent), improves skills-to-performance transfer (63 percent), and stimulates productivity (61 percent). Becoming Self-Managed Learning Leaders As leaders grow, they need to become “L&D crafters” (Tkaczyk 2014). To maximize their leadership presence and learning agility, rooted in design thinking (Austin and Devin 2003, Martin 2009) and positive organizational scholarship (Cameron at el_._ 2003, Cameron and Spreitzer 2012), such L&D crafters may routinely use a “continuing developmental portfolio” comprised of two components: Continuing Executive Development Check-In: A disciplined L&D system, self-managed by an individual who constantly “checks in” with themselves by asking reflective questions regarding any critical and opportunistic incidents that happened in the workplace or outside, daily or in the past week.Design: A natural and drilled L&D mechanism that is self-guided by the leader, in which they constantly “design” their own L&D by asking developmental inquiries regarding what it is that they still want to learn and develop, and how exactly they will execute their development plan. International research conducted by the Learning Entrepreneurs project from September 2011 through September 2013 found that such self-managed learning produces personal gains: upgrades your skills and helps monitor your learning in an evidence-based way (91 percent) and boosts your credibility as a reflective and creative leader (90 percent). It also offers organizational benefits: unlocks HR potential (80 percent) and builds “knowledge-creative” workplaces (73 percent). Interestingly, participants in this global research project represented diverse geographies, including Africa, Europe, Latin America, Middle East, and North America. Still, more scientific research is needed, especially as Asia/Pacific leaders were not represented in the study (Tkaczyk 2014). For more on “self-coaching” as a self-managed leadership development method, see my August 2014 TD article, “Daily Check-Ins Stimulate Self-Improvement.” Finally, other approaches for developing leaders for future success can include:cognitive or relational job re-designjob enlargementsposition transfersjob rotationssabbaticalsexternships—professional development through a full-time temporary position at another organizationself-assessment inventories360-degree feedbackpsychological profiling and strengths-findingleaderless group discussions in which a team of multiple leaders is assigned a complex challenge and must work together to work it out within a certain time periodacting and storytellingconcept mappingrepertory gridscritical incident technique, as utilized in job analysis,mentoring·one-on-one Personal Management Interview (PMI) programs, namely purpose-finding and role-negotiation sessions—approximately 60-120 minute each, and preferably twice per month, depending on life cycle rhythm of work. The final installment in this leadership series will address future vistas in leadership.References ATD Research, 2014. Change Agents: The Role of Organizational Learning in Change Management, Association for Talent Development (ATD), Alexandria, VA.  ATD Research, 2014. The Coaching Approach: The Key Tool for Successful Managers, Association for Talent Development (ATD), Alexandria, VA.  Austin, R. and Devin, L., 2003. Artful Making: What Managers Need to Know About How Artists Work, Prentice Hall, Upper Saddle River, NJ.  Cameron, K., Dutton, J., and Quinn, R. (eds.), 2003. Positive Organizational Scholarship: Foundations of a New Discipline, Berrett-Koehler, San Francisco, CA.  Cameron, K. and Spreitzer, G. (eds.), 2012. Oxford Handbook of Positive Organizational Scholarship, Oxford University Press, New York, NY.  CIPD, 2014. HR: Getting Smart About Agile Working, Chartered Institute of Personnel and Development, London.  DMI, 2014. “Design-Driven Companies Outperform S&P by 228% Over Ten Years—The DMI Design Value Index,” Dialog, Design Management Institute (DMI), Boston, MA.  Martin, R., 2009. The Design of Business: Why Design Thinking Is the Next Competitive Advantage, Harvard Business School Press, Boston, MA.  Senge, P., 1990. The Fifth Discipline: The Art and Practice of the Learning Organization, Century Business, Random House, London.  Stanford, 2013. 2013 Executive Coaching Survey, Stanford University/The Miles Group.  Steyrer, J., 1998. “Charisma and the Archetypes of Leadership,” Organization Studies, Vol. 19, No. 5, pp. 807-828.  Tkaczyk, B., 2014. “Critical Clarification on Coaching,” International Coach Federation (ICF).   Tkaczyk, B., 2014. “Positive Inquiry Skills: Crafting Vital Coaching Questions," Association for Talent Development (ATD).  Tkaczyk, B., 2014. “Crafting Continuing Learning and Development: A Positive Design Tool for Leadership Development,” Development and Learning in Organizations, Vol. 28, No. 4, pp. 5-8.  Tkaczyk, B., 2014. “Daily Check-Ins Stimulate Self-Improvement,” TD, Vol. 68 No. 8, pp. 72-73.

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