Case Study - Leadership Leverage

Gunderson Lutheran Health System in La Crosse, Wisconsin, is a health care delivery company that includes a 325-bed hospital, several specialty medical practices, and 41 clinics. In a recent year, they saw 1.4 million outpatient visits. The network has 6,834 employees including physicians, medical staff, managers and supervisors, and senior leaders. The age of their health care managers was a concern when asked whether they had a ready supply of leaders to step in. Upper management felt that growing leaders internally made sense from the standpoint of continuity and cultural fit.

The HR staff researched best practices in talent management and development. The result was the establishment of a Talent Development Review Group including the top leaders. This group became accountable for developing leaders, making necessary development happen, and overseeing the growth of high-potential (high-po) talent. The Review Group followed five steps in their process.

1. They spent two years building a tiered leadership competency model that included criteria for executives, directors, and managers to ensure the right mix of KSAs. The tiered model defined behaviors and competencies necessary to demonstrate excellence in each role. The competencies were used for behavioral interview questions and for position descriptions, and they formed the basis for 360-degree feedback.

2. The next step was to identify high-potential talent. The Review Group picked candidates for consideration in each of four pools. Pool members had to demonstrate willingness to:

• Advance
• Participate in leadership assessment
• Receive feedback and coaching
• Take on development opportunities
• Invest the necessary time

In the five years after the program began, 60 high-po employees at all levels of leadership were identified, assessed, and had their career paths discussed.

3. Once high-pos had been identified and invited into a pool, it was time to assess the talent. The high-pos took assessment tools to identify strengths and development needs. Each candidate and the Review Group determined an initial strategy for closing gaps in the candidate's readiness.

4. A variety of tools were used to develop plans for individual high-pos, including stretch assignments, role expansion, job rotations, coaching, onboarding, continuing education, mentoring, project assignments, and committee assignments.

5. Tracking progress included setting milestones and success metrics to make sure candidates would build the necessary skills. The effect of the development activities on performance was measured as well, with feedback from peers, colleagues, and superiors. The Review Group continues to look at progress annually.

While numbers tell a positive story, another big change has been in the culture among the top leaders, who now see talent development as a strategic necessity.

QUESTIONS -

1. The top managers are very busy people. Why was it necessary to involve them in leadership leverage? How should HR prepare these managers to take on this new responsibility?

2. The program took 5 years to get to the end point. Is that realistic, or did it take too long? Explain why the timing may vary.

3. Would you let the names of the high-pos out to the rest of the organization? Why or why not? If a hi-po drops off this list after several years due to a decline in performance, how would you explain this change to the employee?

4. Nine Box Talent Grid (attached) - This tool is commonly used to categorize talent pools into their "readiness" for assuming larger roles for promotion.

a. Explain the purpose of this Nine Box Talent Grid.

b. Why do you believe this could be a useful tool for senior managers to implement?

c. Do you see any disadvantages to its use?

d. Performance can be assessed from appraisals, observations and tests. But what do you measure and how do you evaluate potential which is not always so visible?

Textbook - Human Resource Management, Fifteenth Edition by Robert L. Mathis, John H. Jackson, Sean R. Valentine and Patricia Meglich

Chapter 9 - Talent, Careers, and Development.

Attachment:- Case Study.rar