Creating, Implementing and 

Assessing a PACT Training Program 

Within the Minneapolis Health Care 

System

December 18, 2013

Craig Roth MD (Craig.Roth@va.gov)

Gregory Stewart, PhD (Gregory.Stewart2@va.gov) 
Outline

• Timeline

• Content

• Training

• Lessons Learned

• Challenges

• Evaluation

Creation, Implementation
Audience Poll

• I am a member of a PACT 

Yes___ No___

• I teach PACT concepts or skills to others 

Yes__ No__
APRIL 2010
2010 Las Vegas

2011

2012

2013
2010 Las Vegas

2011

Chief, MSP Primary Care Service Line gives the charge
2010 Las Vegas

2011

Chief, Primary Care Service Line gives the charge

PACT Education Group (PEG) selected, forms

-Chief, General Medicine (MD)*

-Clinic Director (RN)*

-Health Behavior Coordinator (PhD)

-Educators (RN x 2)

-Pharmacist

-RN Case Managers (3)

-MSA Supervisor

-Front line MDs (2) with education and

facilitation training

-CBOC Director (MD)

-CBOC Clinic Director (RN)
2010 Las Vegas

2011

2012

Chief, Primary Care Service Line gives the charge

PACT Education Group (PEG) selected, forms

Vision, Mission, Charter Created

2010 Las Vegas

2011

2012

Chief, Primary Care Service Line gives the charge

PACT Education Group (PEG) selected

PEG forms

Vision, Mission, Charter Created

Teamlets* Created

-MSP (24)

-CBOC (21)

*1 teamlet = MD, RN, LPN, MSA

n = ~230 individuals 
2010 Las Vegas

2011

2012

Chief, Primary Care Service Line gives the charge

PACT Education Group (PEG) selected

PEG forms

Vision, Mission, Charter Created

Teamlets Created

Curricular Content Determined

-VACO charge

-Local (Delphi)
2010 Las Vegas

2011

2012

Chief, Primary Care Service Line gives the charge

PACT Education Group (PEG) selected

PEG forms

Vision, Mission, Charter Created

Teamlets Created

Curricular Content Determined

Share Point Created
2010 Las Vegas

2011

2012

Chief, Primary Care Service Line gives the charge

PACT Education Group (PEG) selected

PEG forms

Vision, Mission, Charter Created

Teamlets Created

Curricular Content Determined

Share Point Created

Weekly Meetings (PEG + Teams)

PACT Training

Training begins

2013
2010 Las Vegas

2011

2012

Chief, Primary Care Service Line gives the charge

PACT Education Group (PEG) selected

PEG forms

Vision, Mission, Charter Created

Teamlets Created

Curricular Content Determined

Share Point Created

Weekly Meetings (PEG + Teams)

Team Effectiveness Coaches Trained (4)

Training begins
2010 Las Vegas

2011

2012

Chief, Primary Care Service Line gives the charge

PACT Education Group (PEG) selected

PEG forms

Vision, Mission, Charter Created

Teamlets Created

Curricular Content Determined

Share Point Created

Weekly Meetings (PEG + Teams)

Team Effectiveness Coaches Trained (4)

2013 Coaches Assigned to Teamlets (1:3)
Poll slide

• I have personally participated in a PACT 

training activity Yes___ No ___
Leadership

PACT 

Principles

Teamwork

Content
2011

2012

2013

TEAMWORK

-Team Effectiveness Coaches Trained (4)

-Foundations of Team Effectiveness (TDM-based)

-Coaches assigned to teamlets (3:1)

-Coaches meet monthly (MSP). 

-Book given to coaches: 

“Understanding Teamwork In Healthcare”

*

(8hrs)

Centers of Excellence Training (2 days)
2011

2012

2013

PACT PRINCIPLES

“PACT 101”

(LMS)

-TEACH –

Motivational Interviewing

-Secure Messaging

(TMS, Course)

”PACT Essentials”

VISN 23 Training #1

VISN 23 Training #2

VISN 23 Training#3

*

(2 days)

(8hrs)

(8hrs)

(8hrs)

(8hrs)

(4hrs)

Centers of Excellence Training

(8hrs)

(1hr)
2011

2012

2013

LEADERSHIP

-Leadership session #1

-PACT Leaders named

-Charge from PC Chief 

-Leadership session #2

-Leadership session #3

*

Job description for leaders

(6hrs)

(120 min)

(120 min)

Live (MSP+CBOC)

Live (MSP) + V-Tel(CBOC)
2011

2012

2013

Teamwork PACT Principles Leadership

-Team Coaches Trained

-COE training

-Foundations of

Team Effectiveness

(TDM-based)

x

-“PACT 101”

(LMS)

-TEACH

-Motivational

Interviewing

-Secure Messaging

-”PACT Essentials”

-Team Coaches

-Coaches Meet

-Leadership session #1

-PACT Leaders Identified:

 Charge from PC Chief 

-Leadership session #2

-Leadership session #3

-VISN 23 Training #1

-VISN 23 Training #2

-VISN 23 Training#3

Evaluation

Lessons Learned
Lesson 1: Create a Clear Vision (And Some Urgency)

Small steps count
Lesson 2: 

Assemble & Support the Right People
Lesson 3: 

Nurture Relationships & Promote 

Open, Honest Group Communication
Lesson 4: 

Seek and Utilize Existing PACT Education Resources
Lesson 5: Watch for Information 

From VACO and VISN re: PACT 
Lesson 6: 

Take Initiative. 

Create Your Own Opportunities. 
Lesson 7: Encourage The Teachers and Teams
Lesson 8: Manage the Process Effectively

Weekly

Challenges

• Staff

– Buy-in, resistance

– Turnover

• Getting teams to meet

• Leaders

– Buy-in, skills
Challenges

• Communication

– Mixed messages, on/off training: VACO, VISN 

• Patient input
Outcomes

• PACT Recognition (VACO)

 2011 2012

–CBOC 1 6

–MNPLS 3 14
Resources

• References

• PDF files

• Hyperlinks
Poll Question

• I consider my knowledge of PACT practice 

model to be:

– None or very little

– Moderate

– A great deal
Research-Operations Partnership

• Develop a Leadership Training Program

General Leadership Expertise + Front-Line Perspective

• Identify Optimal Methods of Training Delivery

• Evaluate Training Intervention Effectiveness

• Identify and Overcome Barriers to On-The-Job 

Training Application

Minneapolis PACT Education + VISN 23 Demonstration Laboratory
Face-to-Face vs Virtual Training

1

2

3

4

5

1 2

Face-to-Face Virtual

4.4

4.1

Participant Satisfaction

At end of virtual session 25 of 34 participants provided open-ended responses

11 expressed frustration with the virtual delivery or preference for face-to-face
Satisfaction vs Application

1

2

3

4

5

Concurrent

Participant

Reactions

(N=36, 34)

Retrospective

On-the-Job

Application

(N=36, 44)

4.4

4.1

3.6

3.3

Evaluation Magnitude
Barriers to On-the-Job Application

• Staffing & Employee Turnover

 “for us, we have new staff, new physicians, and 

new nurses: that’s another reason we don’t have 

an effective group”

• Leadership Harmony

 “really wish that nursing and provider directors had 

this training to understand what we are trying to 

accomplish—they tend to clash trying to attain 

goals in the old model vs. what we are trying to 

accomplish in the new model”
Key Conclusions from Evaluation

• Preference for face-to-face

• On-the-job application is difficult

• Structural and leadership barriers

Remember it is team-based training

• Benefits of Operations-Research Partnerships

– Focuses research on relevant issues, provides 

access

– Provides operations with ongoing feedback, 

assesses value of ongoing efforts
HSR&D Cyberseminar December 18, 2013

Assessing a PACT Training Program within the Minneapolis Health Care System

Craig S. Roth, M.D. (Craig.Roth@va.gov)

References

1. Mosser G, Begun JW. Understanding Teamwork in Healthcare. New York; McGraw-Hill 

Education, 2013.

2. Ackerman LA, Anderson D. The Change Leader’s Roadmap, 2nd Edition. SanFrancisco; Pfeiffer, 

2010.

3. Bens I. Facilitating with Ease!, 3

rd Edition. San Francisco; Jossey-Bass, 2012. 

4. Bodenheimer T, Grumbach K. Improving Primary Care. New York; Lange Series-McGraw-Hill, 

2007.

5. Richard MJ, Bohmer MB. Leading Clinicians and Clinicians Leading. NEJM. 2013;368(16):1468-

1470.

6. Team Development Measure. http://www.peacehealth.org/about-peacehealth/medicalprofessionals/eugene-springfield-cottage-grove/team-measure/Pages/measure.aspx

7. TEACH for Success. National Center For Health Promotion and Disease Prevention (NCP) 

training.http://www.prevention.va.gov/HealthPOWER_Prevention_News_Summer_2010_VHEI.

asp

Other documents in PDF format available upon request:

1. Foundations of Team Effectiveness Training. Summary of the content and learning objectives. 

More detailed facilitators guide available upon request.

2. PACT Training Sessions, VISN 23, #1, #2, #3.

3. “PACT Essentials”, Minneapolis VAHCS, Winter 2012. 

4. “PACT Leadership Curriculum”, Minneapolis VAHCS, Sessions 1-3, Oct 2012, Feb 2013, and May 

2013. PDF for each of the three sessions with handouts of slides.

5. “PACT 101”. Slide handouts from training session on the Learning Management System (VA). 

2011.
FOUNDATIONS OF TEAM EFFECTIVENESS 

We are excited to offer this 1-day workshop is to all (new and existing) VISN 23 teams. 

It is a great way to establish a solid foundation as a team, using key learning modules to 

strengthen team cohesion, communication, role clarity and goals and means clarity. 

Facilitated by Team Effectiveness Coaches (TECs) at each facility with the support of TEC 

Mentors, this program is interactive and designed to help teams explore how they work 

together and build a Team Effectiveness Plan for ongoing success. 

This session is designed for all team members to participate together in order to get 

maximum value from the learning experience. The experience is not a presentation. 

Rather, it encourages a large amount of team discussion and decision-making regarding 

work processes and results. Therefore, involvement of all team members is essential. 

Contact any facility TEC or your Education department to schedule a session. Team 

leaders are asked to work with a facility TEC to coordinate your session and the 

completion of important pre-work that sets the stage for success. 

Pre-work-Team Development MeasureTM 

Team members are asked to complete a short (15 minute) online questionnaire to 

establish a baseline measure that gauges where the team is in terms of stages of 

development progress and growth. This survey-Team Development MeasureTM-

supports best practices in team development specific to health care. 

Workshop Learning Objectives 

Upon completion of this workshop, team members will be able to: 

11 Utilize the Team Development Measure® (TOM) as a standard assessment tool for 

momentum 

111 Describe the four stages of team effectiveness and associated behaviors that lead to 

success 

• Set initial team goals, build cohesiveness and strengthen trust among team 

members 

11 Identify communication styles and the importance of valuing diversity and adapting 

for results 

111 Build role clarity by mapping the patient experience to identify points of service and 

responsibilities 

11 Complete a Team Effectiveness Action Plan to strengthen all levels of effectiveness 
AGENDA 

S:OOAM - 4:30PM 

Section 1: Welcome & Team Effectiveness Model 

• Welcome, Introductions, Learning Objectives 

11 Stages of Team Effectiveness 

11 Activity: Team Assessment Results (TDM) 

11 Building a Team Effectiveness Action Plan 

Section 2: Cohesiveness 

• Warm-Up: Team Perceptions 

• Who We Are: Team Purpose and Goals 

• Team Culture & Relationships 

• Behaviors that Establish Trust 

11 Activity: Communication & Trust Building 

Section 3: Communication 

11 Warm-Up: The Value of Effective Communication 

11 Team Diversity: Styles & Communication 

11 Style Review & Learning 

• Activity: Adapting for Results 

Section 4: Role Clarity 

11 Warm-Up: The Patient Experience 

• Awareness of Team Roles 

11 How Roles Support Patient Care 

11 Activity: Integration Planning 

Section 5: Goals & Means Clarity 

11 Warm-Up: Our Team's Vision 

11 Setting Performance Goals & Defining Priorities 

11 Ongoing Team Evaluation 

11 Activity: Final Team Effectiveness Action Plan 
p ro2ram ShdlPACTt c e u e- ramm2 .. S ess1on II 

Time Content Faculty Name 

08:00- 08:10 Introductions/ Agenda Review 

8:10am- 8:30am Mindfulness Exercise 

8:30am-09:15 am Module 1 A: Patient Centered Care 

09: 15 - 10:25 am Module 2A: High Performing Teams 

10:25am - 10:40am BREAK 

10:40 am- 11 :OOam Module 2A Cont'd: 

1 l:OOam-12:00 Module 3A: Group facilitation 

12:00pm-1:00pm LUNCH (on your own) 

l:OOpm-1:40 pm Module 3B: Access 

1 :40pm - 2:00 pm Module 4A:Care Management & Transitions 

2:00 pm - 3:00pm Module 4B: Data & Tools 

• PACT Toolkit & How To Use It 

• PACT Almanac/PACT Compass 

• Team Planning Time/Group Exercise 

• Team Building 

(review paper copies of 

Almanac/Compass/CAN Scores) 

3:15pm- 3:30pm BREAK 

3:30pm - 4:00pm Module 4 C: Care Management & 

Transitions 

4:00pm ADJOURN 
Program Schedule: MPLS PACT Training Session 3 

Time Content Faculty Name 

08:00- 08:30 Introductions/ Agenda Review 

8:30am-10:00am Motivational Interviewing-Part I 

- Overview, Spirit, 4 principles 

lO:OOam-10:15 am BREAK 

10:15am - 12:00 pm Motivational Interviewing-Part I 

- 4 Processes overview 

- OARS 

- Practice 

12noon- 1 :00 pm Lunch (On your own) 

1 :00 pm - 2:30 pm Group Work: (New Models of Care /Care 

Transitions Map) 

2:30 pm - 2:45 pm BREAK 

2:45 pm - 3:45 pm Module SA 

5A part 1 Content: 10 minutes/ Practice 

Redesign 

Activity: 20 minutes 

5A part 2: Practice redesign 

Content: 20 Minutes 

Activity: 40 minutes- Introduce Team launch 

Workbook &AIM Statement template 

Discussion of best practices 

3:45 pm- 4:30 pm Wrap up and next steps 
Roth, Craig 

From: Helbok, Craig 

Sent: 

To: 

Thursday, December 12, 2013 8:33 AM 

Roth, Craig 

Subject: RE: Content of Learning Sessions 1-3 

Attachments: Agenda for PACT Session 3.docx; Agenda PACT Session 2.docx 

Hi Craig, 

There is no handbook or guidance on Sessions 3 & 5. We create our own, sort of. 

What happened is that the VISN curriculum for sessions 2 & 4 is 12 hours, while sessions 3 & 5 were open sessions of 3-4 

hours. What we did instead, was to make sessions 2 & 4 8 hours each for logistical reasons (e.g. closing clinics), and then 

we rolled what was left from sessions 2&4 into sessions 3 & 5, and made those 8 hours instead of 4, so that we end up 

with 5 8-hour sessions, equaling 40 hours. (instead of alternating 12 and 4 hour sessions}. We also rolled 2 hours of Ml 

into session 3, and will again in session 5, so all staff can complete the 4 hours of Ml training while at PACT training, and 

not have to attend that separately. 

So, I am pretty OCD, and of course keep everything, so I have the agenda for PACT training session 3 right in front of 

me. It includes Ml for the morning (actually was 4 hours with breaks), the transitions Care Map (remember the pictures 

of fragmented care, where we read the cards, and the picture of integrated care), and then some work on system 

redesign, module SA also from session 2. 

I have the agendas for PACT sessions 2 & 3 right on my computer, so have attached them. I likely have the agenda for 

session 1 somewhere as well, let me know if you want that as well. 

Cv~M. tlelbolv, Plrv.V., A13PP 

Staff Psychologist, Health Behavior Coordinator 

Primary Care-Mental Health Integration (PCMHI} 

Minneapolis VA Health Care System 

One Veterans Drive (116A) 

Minneapolis, MN 55417 

Cra ig.helbok@va.gov 

From: Roth, Craig 

Sent: Wednesday, December 11, 2013 7:32 PM 

To: Helbok, Craig 

Subject: Content of Learning Sessions 1-3 

Hi Craig, 

Thanks again for your input at the meeting Monday morning. 

I am having trouble finding the content of learning session 3 that you and Peter presented to our PACTs. I checked the 

VISN Share Point, and I may have overlooked it. Do you know how I could find that content? I have copies of the 

coaches handbooks for presentations 1 & 2, but was not sure if there was such a document for session #3 (the 

companion text/facilitators guide used with DVDs). 

Sorry to bother you with this. I wish I was more organized. 

Thanks, 

1 
'-f le v'-"'-J 

. 1 (\/' (, /) . ,., . r-:- .ti "1 . ,,_;; I V' I 

 Essentials 

PACT Essentials Training 

Instructors: Jan James, Jennifer Reinardy, Lori Pawelski, Ken Engelhart 

8:00-8:30 The Daily Huddle---Jan, Jennifer, Lori, Ken 8:30-8:45 Telephone Care Notes and Encounter Forms---Jennifer 8:45-9:15 Navigating the Primary Care Almanac and PACT Compass---Ken 

9:15-9:30 How to Achieve VACO PACT Recognition---Ken 

9:30-10:00 Questions and Refreshment Break 

10:00-10:45 Team Charter and Goals---Jan James 

10:45-11:15 PACT Weekly Meetings---Ken 

11 : 1 5-1 2: 00 Improvement in Clinic Access with PACT---Lori 

12:00-12:15 Questions 
Leadership Curriculum 

Minneapolis PACT Education Committee 

(Draft Proposal June 2012) 

Aim: Develop and support leadership abilities in PACT teams to facilitate practice transformation. 

Premises: 

1. Leadership abilities must be intentionally developed, and can always be improved with 

instruction, reflection and coaching. 

2. There is great wisdom in a group. 

Participants 

1. Designated leaders of every Primary Care PACT team in the Minneapolis VA Healthcare System 

(required attendance). 

Teaching methods: 

1. Based upon principles of adult learning theory (i.e. relevant, practical, highly interactive, learnercentered, safe environment, clear ground rules). 

2. Short didactics. 

3. Facilitated small group discussions. 

SESSION #1 

Location: Minneapolis, Bldg #9 lower level. 

Date: October 2012 

Initial Curriculum 

Presenter/facilitator: Dr. Greg Stewart, University of Iowa 

Length: 4-6 hours (9:00-3:30) 

I. Foundations of Influence and Leadership (2 hours) 

A. Strong Man, Economic,, Transformational, and Empowering Perspectives 

B. Personal Power and Soft Influence Tactics (rational persuasion, inspiration) over 

Positional Power and Strong Influence Tactics (coercion, intimidation) 

II. Transformational Leadership (2 hours) 

A. Creating a vision 

B. Helping others stretch 

Other activities: (suggested by PEG): 

• Introduce team coaches and their roles 

• Forum to share "best practices" and challenges 

• Build relationships, trust, matrix of group (beginning of ongoing series) 

• Veteran-centric learning map. Introduce with plan to take back to their PACTs. 
Leadership Curriculum 

Minneapolis PACT Education Committee 

(Draft June 2012) 

SESSION #2 

Location: Webinar/call-in 

Date: November 

Presenter/facilitator: Dr. Greg Stewart, University of Iowa 

Length: 90-120 minutes 

Ill. Empowering Leadership (social learning -Bandura-confidence) 

A. Modeling appropriate behavior 

B. Building follower confidence 

C. Tapping into the power of teams* 

SESSION #3 

Location: Webinar/call-in 

Date: December 

Presenter/facilitator: Dr. Greg Stewart, University of Iowa 

Length: 90-120 minutes 

IV. Contingency Perspectives (when to be active and when to be more passive) 

A. Matching leadership to situations 

B. Balancing leadership approaches 

OTHER suggestions by PEG: 

-Booster sessions (?quarterly). Best practices (with invited guests such as the TN physician). 

-Annual face-to-face session for sharing ideas. 
"Help! I'm supposed to lead a PACT" 

Leadership Development Training 

Sponsored by the Minneapolis PACT Education Committee 

October 25 (and repeated on Oct 26), 2012 

Location: Building #9, Minneapolis VA Health Care System Campus 

9:00 Welcome, Introductions, Training Overview, (Dr. Craig Roth, Dr. Michael Koopmeiners) 

9:30 Experiential Exercise: Leaders and Followers? .I 

10:00 Video Discussion: Models of Leadership .I 

11:00 Experiential Exercise: Power and Influence 

12:00 Lunch (On your own) . {(LAt r, 

1:00 

1:45 

2:30 

3:30 

Video Discussion: Transformational Leadership '- -- Application Experience: Crafting a Leadership Vision ./ tf4, ~ l.f. "~ 

' l/ ... C,:(fl""' t M-1 

Applying Leadership in PACTs (Craig) 1' ~ 

Adjourn "~ 

Greg L. Stewart, PhD 

Team and Formative Evaluation Core Leader, VISN23 PACT Demonstration Laboratory 

Henry B Tippie Research Professor of Management, University of Iowa 

gregory.stewart2@va.gov 
Upon completion of this series, participants will be able to: 

1. Discuss ways leaders influence others. 

2. Describe characteristics of Personal Power, Soft Influence Tactics, Positional Power, and Strong 

Influence tactics. 

3. Identify and describe their personal leadership style and its' strengths and challenges. 

4. Describe elements of an inspiring team vision. 

5. List ways to help others stretch. 

6. Describe strategies for building follower confidence and accessing the power residing in teams. 

7. Discuss why leadership needs to adapt to match situations . 

. . . 

'• 
Influence Tactics 

"(Continued) 

*'Coalition Tactics 

• getting aid and thereby pressure from others 

+Pressure Tactics 

• demands, threats, intimidation 

+Upward Appeals 

• approval of and assistance from above 

+Exchange Tactics 

• offers of rewards and benefits 

Sources of Power 

'*'Reward 

~+,Coercion 

'~'Legitimate 

'*' Referent 

'*'Expert 

+Information 

Research Findings 

•Influence Tactics 

• Positive: Rational persuasion, consultation, 

inspirational appeal 

• Negative: Pressure 

+Power Sources 

• Referent is strongest and most consistent 

• Expert has some positive effect 

Yuk.le!al.Mf,1996 

5 
A Key to Leadership 

+Influence is best maintained by 

PERSON-BASED POWER & 

SOFT INFLUENCE TACTICS 

Which are methods that allow individuals to retain 

volition over their own actions 

. Transformational Leadership 

+THE BIG IDEA ... {. 

• Effective leaders get followers to connect 

and work together for a larger cause and 

accomplish more than what is usually 

expected 

Dimensions of 

Transformational Leadership 

+Idealized Influence/ Charisma 

• Role models, sense of mission 

+Inspiration 

• Gives perspective, emotional appeals 

+Intellectual Stimulation 

• Encourage creativity, innovation 

+Individualized Consideration 

• Cares, personal relationships 

6 
Charisma 

+Items 

• Displays sense of power and confidence 

•Goes beyond self-interests for group good 

• Emphasizes a collective sense of mission 

+Followers aspire be like the leader 

+Engenders trust 

Inspiration 

0

fltems 

• Talks optimistically about the future 

• Expresses confidence that we will achieve goals 

• Articulates a compelling vision of future ~ 

+Links past, present, and future tiopast 

+creates a need for action 

+Ties the individual to the group 

(j; ~ 

Intellectual Stimulation 

+Items 

• Gets me to look at problems from many angles 

• Suggests new ways of looking at our jobs 

• Re-examines critical assumptions 

+Refuses to accept status quo ~ . .> 

+Develops high expectations -'\ 

+Allows individualism \.)/ 

7 
Individualized Consideration 

+Items 

A Key to Leadership 

'*Effective leaders connect with and 

transform followers 

1. Show confidence without self-interest 

2. Create vision of the bigger picture 

3. Hold others to high expectations 

4. Take a genuine interest in others 

Followers take action because of a desire to improve. 

Elements of a Motivating 

Vision 

+Simple and clearly understandable 

+Challenging and idealistic, while realistic 

and achievable 

+Appeals to values, emotions, and ideals 

+Forward-looking, while based on 

present 

8 
Identifying A Good Vision 

+Easy to understand and grasp? 

+What are the common values it is built 

upon? 

+What images are used? 

+What picture of the future is painted? 

+How are individuals connected to the 

message? 

Steps to Change 

"*'Establish sense of urgency 

+ Build powerful coalition 

'f' Create a vision 

·t· Constantly communicate vision 

t. Remove obstacles 

+Assure short-term wins 

+ Don't stop too soon 

+Reinforce the change 

A Key to Leadership ;r 

+ Guide followers by creating and communicating 

a clear vision 

L Keep it simple 

2. Make it believable 

3. Link it to core values 

Followers take actions because the see clear possibilities 

9 
INFLUENCE 

Below is a series of questions about the ethics of influence. Your task as a team is to 

decide if each of these forms of influence is ethical. You must come to a group 

consensus about the ethics of each question. This means that you need to discuss the 

issue until you can all agree about the ethical nature of the influence attempt. There can 

be no voting, etc. You must come to the point where everyone in the group agrees that 

the influence attempt is either appropriate or inappropriate. 

1. Twenty years ago a man stole a fairly large sum of money from his employer. 

He was never suspected of the crime. He continued working for the employer 

and saved enough money to pay back the employer. He has confided in you 

that he intends to anonymously return the money. He claims that he has not 

stole anything else in the past 20 years. He has become a relatively important 

leader within the company, and is a well respected citizen of the community. 

Should you try to convince the man to not only return the money but also to 

tum himself into the authorities? 

2. A medical doctor has a 7-year-old patient with severe neurological 

malfunctions. These malfunctions make it so that the child will never be able 

to pursue normal activities such as walking, eating, etc. The child is also 

likely to die if he does not receive a heart transplant. A donor heart has just 

become available, and the child is next on the waiting list. However, the 

doctor also knows of another potential recipient whom she believes can 

benefit more from the heart. Is it appropriate for the doctor to try influencing 

the parents of the 7-year-old patient not to pursue the transplant? 

3. A friend of yours is continuously borrowing small sums of money from you. 

This friend never pays you back. One day you are in a store and your friend 

asks to borrow $5. You have the money, but your friend does not know this. 

If you loan the money to your friend you are quite certain that you will never 

see it again. Is it acceptable to lie to your friend and say that you just don't 

have any money? 
CREATING A VISION 

Analysis 

1. What common values did he use in the speech? .J[;C_ 

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2. What images did he use in the speech? C~ 

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3. How does he paint a picture of the future? 

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4. How does he connect with specific listeners? 1S1-trt(c.. 

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Application ~- ..... 

1. What are some comm~.~.~J~at members of your PACT share?.~ 

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(0 2. Wha(§~g~~/an you use to capt~re your vision for effective care for veterans? ./ 

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3. How would you describe your picture of an ideal future? . vi;; ..;=-· =--=- rr J t:Cr' ./';le c /ht.e' 771£Y ~1::.D C1A'fl .1k.or:7,A:;: t-"72- L. <£) r) / (f?h:N /t-t bY ,VL ¢.Ll 

. ···--4 /" .... .. 

fC-< t,'f/ (AflG .Ar fl-IE. 12.tCr(-r- 7:M~ Rrtz_ ~ f'~~ \ 

~"' 

4. What can you do to connect with specific individuals who are members of your PACT? -· - '-:;:::::> ;:::::> ~ 
l HA VE A DREAM SPEECH 

Martin Luther King, August 28, 1963 

I am happy to join with you today in what will go down in history as the greatest demonstration for freedom in the history of our 

nation. 

Five score years ago, a great American, in whose symbolic shadow we stand today, signed the Emancipation Proclamation. This 

momentous decree came as a great beacon light of hope to millions of Negro slaves who had been seared in the flames of 

withering injustice. It came as a joyous daybreak to end the long night of their captivity. 

But one hundred years later, the Negro still is not free. One hundred years later, the life of the Negro is still sadly crippled by the 

manacles of segregation and the chains of discrimination. One hundred years later, the Negro lives on a lonely island of poverty in 

the midst of a vast ocean of material prosperity. One hundred years later, the Negro is still languishing in the corners of American 

society and finds himself an exile in his own land. So we have come here today to dramatize a shameful condition. 

In a sense we have come to our nation's capital to cash a check. When the architects of our republic wrote the magnificent words of 

the Constitution and the Declaration of Independence, they were signing a promissory note to whic~vea American was to fall 

heir. This note was a promise that all men, yes, black men as well as white men, would be guaranteed the unalienable rights of life, 

liberty, and the pursuit of happiness. 

It is obvious today that America has defaulted on this promissory note insofar as her citizens of color are concerned. Instead of 

honoring this sacred obligation, America has given the Negro people a bad check, a check which has come back marked 

"insufficient funds." But we refuse to believe that the bank of justice is bankrupt. We refuse to believe that there are insufficient 

funds in the great vaults of opportunity of this nation. So we have come to cash this check - a check that will give us upon 

demand the riches of freedom and the security of justice. We have also come to this hallowed spot to remind America of the fierce 

urgency of now. This is no time to engage in the luxury of cooling off or to take the tranquilizing drug of gradualism. Now is the 

time to make real the promises of democracy. Now is the time to rise from the dark and desolate valley of segregation to the sunlit 

path of racial justice. Now is the time to lift our nation from the quick sands of racial injustice to the solid rock of brotherhood. 

Now is the time to make justice a reality for all of God's children. 

It would be fatal for the nation to overlook the urgency of the moment. This sweltering summer of the Negro's legitimate 

discontent will not pass until there is an invigorating autumn of freedom and equality. Nineteen sixty-three is not an end, but a 

beginning. Those who hope that the Negro needed to blow off steam and will now be content will have a rude awakening if the 

nation returns to business as usual. There will be neither rest nor tranquility in America until the Negro is granted his citizenship 

rights. The whirlwinds of revolt will continue to shake the foundations of our nation until the bright day of justice emerges. 

But there is something that I must say to my people who stand on the warm threshold which leads into the palace of justice. In the 

process of gaining our rightful place we must not be guilty of wrongful deeds. Let us not seek to satisfy our thirst for freedom by 

drinking from the cup of bitterness and hatred. 

We must forever conduct our struggle on the high plane of dignity and discipline. We must not allow our creative protest to 

degenerate into physical violence. Again and again we must rise to the majestic heights of meeting physical force with soul force. 

The marvelous new militancy which has engulfed the Negro community must not lead us to distrust of all white people, for many 

of our white brothers, as evidenced by their presence here today, have come to realize that their destiny is tied up with our destiny 

and their freedom is inextricably bound to our freedom. We cannot walk alone. 

As we walk, we must make the pledge that we shaH march ahead. We cannot turn back. There are those who are asking the 

devotees of civil rights, "When will you be satisfied?" We can never be satisfied as long as the Negro is the victim of the 

unspeakable horrors of police brutality. We can never be satisfied, as long as our bodies, heavy with the fatigue of travel, cannot 

gain lodging in the motels of the highways and the hotels of the cities. We can never be satisfied as long as a Negro in Mississippi 

cannot vote and a Negro in New York believes he has nothing for which to vote. No, no, we are not satisfied, and we will not be 

satisfied until justice rolls down like waters and righteousness like a mighty stream. 

I am not unmindful that some of you have come here out of great trials and tribulations. Some of you have come fresh from narrow 

jail cells. Some of you have come from areas where your quest for freedom left you battered by the storms of persecution and 

staggered by the winds of police brutality. You have been the veterans of creative suffering. Continue to work with the faith that 

unearned suffering is redemptive. 
Go back to Mississippi, go back to Alabama, go back to South Carolina, go back to Georgia, go back to Louisiana, go back to .the 

slums and ghettos of our northern cities, knowing that somehow this situation can and will be changed. Let us not wallow in the"" 

valley of despair. 

I say to you today, my friends, so even though we face the difficulties of today and tomorrow, I still have a dream. It is a dream 

deeply rooted in the American dream. 

I have a dream that one day this nation will rise up and live out the true meaning of its creed: "We hold these truths to be selfevident: that all men are created equal." 

I have a dream that one day on the red hills of Georgia the sons of former slaves and the sons of former slave owners will be able 

to sit down together at the table of brotherhood. 

I have a dream that one day even the state of Mississippi, a state sweltering with the heat of injustice, sweltering with the heat of 

oppression, will be transformed into an oasis of freedom and justice. 

I have a dream that my four little children will one day live in a nation where they will not be judged by the color of their skin but 

by the content of their character. 

I have a dream today. 

I have a dream that one day, down in Alabama, with its vicious racists, with its governor having his lips dripping with the words of 

interposition and nullification; one day right there in Alabama, little black boys and black girls will be able to join hands with little 

white boys and white girls as sister~ and brothers. r•O'-· -~ 

I have a dream today. 

I have a dream that one day every valley shall be exalted, every hill and mountain shall be made low, the rough places will be 

made plain, and the crooked places will be made straight, and the glory of the Lord shall be revealed, and all flesh shall see it 

together. 

This is our hope. This is the faith that I go back to the South with. With this faith we will be able to hew out of the mountain of 

despair a stone of hope. With this faith we will be able to transform the jangling discords of our nation into a beautiful symphony 

of brotherhood. With this faith we will be able to work together, to pray together, to struggle together, to go to jail together, to 

stand up for freedom together, knowing that we will be free one day. 

This will be the day when all of God's children will be able to sing with a new meaning, "My country, 'tis of thee, sweet land of 

liberty, of thee I sing. Land where my fathers died, land of the pilgrim's pride, from every mountainside, let freedom ring." 

And if America is to be a great nation this must become true. So let freedom ring from the prodigious hilltops of New Hampshire. 

Let freedom ring from the mighty mountains of New York. Let freedom ring from the heightening Alleghenies of Pennsylvania! 

Let freedom ring from the snowcapped Rockies of Colorado! 

Let freedom ring from the curvaceous slopes of California! 

But not only that; let freedom ring from Stone Mountain of Georgia! 

Let freedom ring from Lookout Mountain of Tennessee! 

Let freedom ring from every hill and molehill of Mississippi. From every mountainside, let freedom ring. 

And when this happens, When we allow freedom to ring, when we let it ring from every village and every hamlet, from every state 

and every city, we will be able to speed up that day when all of God's children, black men and white men, Jews and Gentiles, 

Protestants and Catholics, will be able to join hands and sing in the words of the old Negro spiritual, "Free at last! free at last! 

thank God Almighty, we are free at last!" 
Wed 

1:00 

1:05 

1:30 

1:55 

2:10 

3:00 

Thur 

10:00 

10:05 

10:30 

10:55 

11:10 

12:00 

"Help! I'm supposed to lead a PACT" (Session 2) 

Leadership Development Training 

Sponsored by the Minneapolis PACT Education Committee 

February 20 (repeated on February 21), 2013 

Location: Feb 20: 18102 (1:00pm-3:00pm), Feb 21: 38137 (lO:OOam-noon) 

Minneapolis VA Medical Center 

Welcome, Introductions, Training Overview 

Empowering Leadership and Teams 

Review and Evaluation (Craig Roth) of Previous Training 

A Foundation of Self-Leadership 

Four Tools for Empowerment 

Adjourn 

Greg L. Stewart, PhD 

Team and Formative Evaluation Core Leader, VISN23 PACT Demonstration Laboratory 

Henry 8 Tippie Research Professor of Management, University of Iowa 

gregory.stewart2@va.gov 
Ob~lyes: 

Upon completion of this series, participants will be able to: 

1. Discuss ways leaders influence others. 

2. Describe characteristics of Personal Power, Soft Influence Tactics, Positional Power, and Strong 

Influence tactics. 

3. Identify and describe their personal leadership style and its' strengths and challenges. 

4. Describe elements of an inspiring team vision. 

5. List ways to help others stretch. 

6. Describe strategies for building follower confidence and accessing the power residing in 

teams. 

7. Discuss why leadership needs to adapt to match situations. 

'r 
Dimensions of Leadership 

+Power Orientation 

• Autocratic 

• Democratic 

+Involvement in Details 

•Active 

•Passive 

Leadership's Effect on Teams 

Oymmwepngl.eadershjp 

Leader Behaviors 

Coercmn, Reinforcement. Pumshment, 

Autocratic Decision Making, Structunng 

TeamReactiuns 

Compliance. Confonnance. Skepticism 

Outcome: 

Submissive Teams-. Teams that acquiesce 

to leader control 

Powerlessl,eadershjp 

Leader Behaviors 

lntennittentStructuring,Enforcingof 

Sanctions, Psychological Distancing 

Team Reactions 

Lack of Diredion, Power Struggles 

Outcome 

Alienated Teams-Teams and leaders 

struggleforcontrol 

Power Butldmg Leaders!lll!. 

LeaderBehavmrs. 

Guidance, Encouragement. Delegation, 

R<:mforcement,CultureBuilding 

Team Reactions 

Leaming, Skill Devdllpment 

Outcome 

Self-managingt..ams--Teamscontrol 

how work is done 

fmoowered 1 =dtrsbjp 

Leader Behaviors 

Modeling,BoundlU)Spanning, 

Assisting 

Team Reactions 

Self-direction,Owmrship 

Outcome 

Self-leading teams-Teams control 

whatworkisandhowitisdone. 

Autocratic LEADER POWER ORIENTATION Democratic 

A Key to Leadership 

+Helping others learn to lead themselves 

requires something other than being 

passive 

Power Building Is Empowering 

Transition from active democratic leadership to 

passive democratic leadership 

1 
A Key to Leadership ? /. 

. 

•Leaders can help followers take 

ownership, be motivated, cooperate, 

and innovate by helping the followers 

experience 

INTERNAL DESIRE TO ACT 

Which occurs when actions express authentic 

interests and values 

A Key to Leadership ? 

•Leadership actions should be tailored to 

fit the follower reaction that is desired 

Strong Man 

Transactional 

Transformational 

Empowering 

What do you want followers to do? 

A Key to Leadership r 

•Influence is best maintained by 

PERSON-BASED POWER & 

SOFT INFLUENCE TACTICS 

Which are methods that allow individuals to retain 

volition over their own actions 

2 
. A Key to Leadership :? 

+Effective leaders connect with and 

transform followers 

1. Show confidence without self-interest 

2. Create vision of the bigger picture 

3. Hold others to high expectations 

4. Take a genuine interest in others 

Followers take action because of a desire to improve. 

A Key to Leadership 

• Guide followers by creating and communicating 

a clear vision 

1. Keep it simple 

2. Make it believable 

3. Link it to core values 

Followers take actions because the see clear possibilities 

Discussion 

+What leadership lesson or principle 

have you found helpful on the job?' 

+What things have made it difficult to 

apply leadership concepts in your job? 

+Is there anything that could help you 

better apply the leadership principles? 

+What might be included in future 

training to improve leadership? 

3 
Which Relationships are 

Strong? 

+Smoking & Lung Cancer 

+Lead Exposure & Children's IQ 

•Asbestos & Cancer 

+Homework & Academic Achievement 

+Calcium Intake & Bone Mass 

+Media Violence & Aggression 

Social Cognitive Theory 

/""'~~ Cognitive Environment 

Personal 

+Behavior is filtered through thought 

• Not on auto-pilot 

+People learn from observing others 

+People learn through reflection 

+People have self-regulatory capacity 

The Self-Regulation Cycle 

4 
The Self-Regulation Cycle 

Levers to Facilitate SelfLeadership in Others 

+Increasing self-efficacy 

• Building Up 

+Raising internal standards 

• Goal Setting 

+Increasing commitment 

•Rewards 

+Increasing accuracy of perceptions 

•Feedback 

• Not by trying to control behavior directly 

Sources of Self-Efficacy 

+Verbal Persuasion 

•Tell them they can do it! 

+Models 

• Show them that they can do it! 

+Direct Experience 

• Have them actually do it! 

5 
A Key to Leadership 

+Building up activities help people 

develop a sense of confidence 

Success comes from Positive Beliefs 

Tell them, show them, let them succeed 

Expectancy Theory 

Behavior---- Performance---- Reward ......... ..... ........ , 

,, Instrumentality Valence 

Motivation is a function of beliefs 

Money as a Motivator 

•When has money 

worked to motivate 

you? 

• What factors made 

you work·harder? 

• Was it you (internal) 

or something about 

the setting 

(external)? 

•When has money 

failed to motivate 

you? 

• What is the 

difference from when 

you were motivated? 

• Was the problem 

with the giver or 

with you? 

!" 

6 
Using Rewards to 

•Control Details 

+ Make winners and 

losers 

+ Control Behavior 

•Negative 

+Highlight what is 

important 

+Empower followers 

to focus on results 

•Positive 

A Key to Leadership 

+Rewards increase resolve to bring 

behavior into alignment with desired 

states 

Empower rather than control 

Transactional leadership has a place but is best 

when used as part of empowerment 

Goals are best when .... 

+When they are clear, specific, and easily 

understood 

+They are moderately difficult 

+They are accepted by team members 

+When team members are committed to them 

7 
Goals and Teams 

•Goals for individual members can harm team 

performance 

+Group-level goals facilitate performance 

+Individual-level goals can often harm 

•Individual goals can be helpful if they are 

"groupcentric" 

+Best practice is to combine "groupcentric" 

individual goals with a group goal 

A Key to Leadership ? 

+Goals help people increase desire to 

achieve an improved state 

Focus Attention 

Energize 

Persistence 

Exploration 

Make sure goals focus on teams rather than 

individuals 

Does Feedback Matter? 

d! 

d1 

d6 

a~ j11:111oli£1·1 Effect 

Size d~ 

ru 1::m I lil 

{ii 

at Work 

Feedback Does Matter 

But 1/3 of Time it Results in Decreased Performance 

Why? 

8 
Effects of Positive and Negative 

Feedback 

__-.ves - lncreasud Motivation 

Continuous 

_ ___.Improvement Goats?--- No- Decrea:;1ed Motivation 

------.. Perception of 

__-.ves - lncrea!;ed Motivation 

Personal Capabllity?--- No- Decrec:ised Motivation 

Key Lessons About Feedback 

•Self-confidence is key 

+ Focus Attention on task 

rather than person 

+ Use in conjunction with 

specific goals 

Giving & Receiving Feedback 

+ Realize that is not always that easy 

• Do your homework 

• Don't skirt the issues 

• Rehearse events 

• Keep notes of specific behaviors 

• Giving Feedback 

• focus on issues and behaviors 

• Be objective; not value-laden 

• Reduce emotional content; keep voice tones civil 

• Listen too 

+ Receiving Feedback 

• Listen & paraphrase 

• Seek additional information 

9 
A Key to Leadership :;? 

•Feedback helps people develop more 

accurate perceptions of their states 

Positive linked to goals 

Negative without personalization 

Best when it is objective without emotion 

.. 

10 
APPLYING THE LESSONS 

1. What are two or three areas where I could build the confidence of other member of my PACT team? 

2. What can I do to make rewards less controlling? 

3. What are two or three group goals that I could help my team develop? 

4. What are some "groupcentric" goals that I could encourage for members of my PACT team? 

5. How can I improve the way I give feedback to other members of my PACT team? 
Wed 

1:00 

1:05 

1:15 

2:00 

2:20 

2:50 

3:00 

Thur 

10:00 

10:05 

10:15 

11:00 

11:20 

11:50 

12:00 

"Help! I'm supposed to lead a PACT" (Session 3) 

Leadership Development Training 

Sponsored by the Minneapolis PACT Education Committee 

May 8 (repeated on May 9), 2013 

May 8 (1:00pm-3:00pm), May 9 (lO:OOam-noon) 

Minneapolis VA Medical Center 

Welcome, Introductions, Training Overview 

Completion of Self-Assessment 

A Contingent Perspective of Leadership 

Leadership as Structuring Tasks 

Leadership as Building Relationships 

Review of Sessions and Leadership Lessons 

Adjourn 

Greg L. Stewart, PhD 

Team and Formative Evaluation Core Leader, VISN23 PACT Demonstration Laboratory 

Henry B Tippie Research Professor of Management, University of Iowa 

gregory.stewa rt2@va.gov 
-= Upon completion of this series, participants will be able to: 

1. Discuss ways leaders influence others. 

2. Describe characteristics of Personal Power, Soft Influence Tactics, Positional Power, and Strong 

Influence tactics. 

3. Identify and describe their personal leadership style and its' strengths and challenges. 

4. Describe elements of an inspiring team vision. 

5. List ways to help others stretch. 

6. Describe strategies for building follower confidence and accessing the power residing in teams. 

7. Discuss why leadership needs to adapt to match situations. 
·-<: 

Contrasting Leadership Styles 

+ 12 O'Clock High Movie 

• Davenport 

• Savage 

• What are their leadership actions? 

• Which leader is most effective? 

• What is the same/different about the leadership 

situation? 

Consideration 

_,,Qim~_nsion of Leadership 

+Leader creates mutual respect and trust 

+Focus is on showing concern for group 

member needs and desires 

+Fosters job satisfaction and loyalty 

Initiating Structure 

t[rnension of Leadership 

·1 •Leader organizes and defines what 

group members should be doing to 

maximize output 

+Focus is on getting things done 

+Fosters goal achievement 

I 

1 
Fiedler's Contingency Model -I,,-,w·lJ'I' 

(Tul.) 

r--------, 

I \ I \ 

I \ 

I \ 

,' \ 

cnoo 

-- Hiiih-1.P<' 

IR•latlon.•hip) 

Situational Leadership Theory 

Low Directive Behavior High 

Developed+---- --Follo"''ef Matunty - -····• UndC\c!Opcd 

A Key to Leadership 'Ir 

+ Match leadership efforts to task types and 

follower readiness 

Task focus works in really good or really bad 

situations 

Empowered leadership requires follower maturity 

i 

2 
Types of Interdependence 

POOLED INTERDEPENDENCE 

SEQUENTIAL INTERDEPENDENCE 

RECIPROCAL lNTERDEPENDENCE 

Interdependence and Tasks 

l 

i

nterdependence: 

Reciprocal 

i 

Sequential 

Pooled 

" 5 

14··· 

.g 3 

&! 

-1 

Task Characteristics: 

Creative tasks 

Diverse inputs that need coordination 

Dynamic work 

Standardized tasks 

Easily broken into subta&ks 

Routine work 

Tasks \Vithoutneed for coordination 

Motivated as individuals, not groups 

Plots for Relationships 

with Team Performance 

0 +1 

Interdependence 

[ 

3 
?

2.· A Key to Leadership "1,-----·-

+ Effective leaders match levels of 

interdependence to task needs 

Creative tasks require either individuals or 

fully functioning teams 

Mundane tasks are facilitated with assembly 

line processes 

Is conflict in teams good or 

bad? 

2 Types of Conflict 

+Relational Conflict 

• attitudes, name calling, grudges, friction 

• causes anxiety & stress, wastes effort, escalates 

• is a self-fulfilling prophecy 

+Task Conflict 

• content & goals of work, ideas, opinions 

• creates diverse ideas & good decisions, allows 

everyone to participate 

• Is best if it is not too drawn out 

4 
Issues with Conflict 

•Relationship conflict is harmful 

•Norms that discourage relationship conflict 

from escalating are usually best in work 

groups 

•Task conflict has a curvilinear relationship 

with performance 

n 

•Norms should encourage some task conflict 

Task Conflict Can Become 

Relationship Conflict 

+Misattribution is the problem 

• People perceive attacks as personal rather 

than issue-based 

•Trust is the key!! 

+Methods of discussing points can be 

negative 

• Loud voices and attacks harm relationships 

• Positive methods of discussing issues 

.f\ Key to Leadership :J? l 

+ Leaders manage task and relationship conflict' 

Progress at the expense of relationships is often not 

really progress 

Moderate task conflict facilitates performance 

Trust is key! 

5 
LEAST PREFERRED COWORKER MEASURE 

Think of the person with whom you can work least well. He or she may be someone you work with now 

or someone you knew in the past. That person does not have to be the person you like least but should 

be the person with whom you had the most difficulty in getting a job done. Describe this person as he 

or she appears to you by circling the appropriate number for each of the following items. 

Pleasant 8 7 6 5 4 3 2 1 Unpleasant 

Friendly 8 7 6 5 4 3 2 1 Unfriendly 

Rejecting 1 2 3 4 5 6 7 8 Accepting 

Tense 1 2 3 4 5 6 7 8 Relaxed 

Distant 1 2 3 4 5 6 7 8 Close 

Cold 1 2 3 4 5 6 7 8 Warm 

Supportive 8 7 6 5 4 3 2 1 Hostile 

Boring 1 2 3 4 5 6 7 8 Interesting 

Quarrelsome 1 2 3 4 5 6 7 8 Harmonious 

Gloomy 1 2 3 4 5 6 7 8 Cheerful 

Open 8 7 6 5 4 3 2 1 Closed 

Backbiting 1 2 3 4 5 6 7 8 Loyal 

Untrustworthy 1 2 3 4 5 6 7 8 Trustworthy 

Considerate 8 7 6 5 4 3 2 1 Inconsiderate 

Nasty 1 2 3 4 5 6 7 8 Nice 

Agreeable 8 7 6 5 4 3 2 1 Disagreeable 

Insincere 1 2 3 4 5 6 7 8 Sincere 

Kind 8 7 6 5 4 3 2 1 Unkind 

57, 58-63, 64 
"Help! I'm supposed to lead a PACT" 

Leadership Development Training 

Session #3: Contingent Leadership 

May 8 and 9, 2013 

EVALUATION 

Please indicate (with an "x" or check) your level of agreement with the following statements: 

Participating in this learning session .................. . 

Strong DISAGREE NEUTRAL AGREE Strong 

DISAGREE AGREE 

Gave me a useful framework to think 

about leadership in different situations 

Made me reflect on my own personal 

leadership and how that might affect 

others 

Could be useful for me as a 

member/leader of my PACT 

Clarified when different leadership 

approaches are most effective 

Provided insight about task and social 

approaches for leadership 

Provided a useful framework for 

assessing causes of team conflict 

Makes me want to learn more about 

being an effective leader 

• List something that you learned today that you will consider applying to your work as a PACT 

leader next week. 

• What part of this workshop was most useful for you? 

• Is there something you would change about this learning activity? 
LEADERSHIP TRAINING PROGRAM EVALUATION 

The following questions apply to the three leadership sessions conducted by Dr Greg Stewart. Please 

mark the answers that best reflect your participation in the training sessions. 

Did you attend the first leadership session in October that was face-to-face 

and introduced different models of leadership (Strong Man, Transactional, 

Transformational, and Empowering)? 

Did you attend the second leadership in February that discussed 

empowering leadership? 

Yes 

Yes 

Please indicate (with an "x" or check) your level of agreement with the following statements: 

Strong DISAGREE NEUTRAL AGREE 

DISAGREE 

I have been able to apply many of the 

Leadership concepts in my daily work 

I am a more effective leader because of 

the Leadership training sessions 

The concepts taught during the 

Leadership training sessions have helped 

me do my job more effectively 

What have you found most beneficial about the 3 Leadership Training Sessions? 

What would you change about the 3 Leadership Training Sessions? 

No 

No 

Strong 

AGREE 
PACT Training: Session 4 

MO!tule 1: lntrOductfon Total time allotted: 30 minutes 

Goal /Brief Description 

Understand and apply transformational principles into integrated healthcare. 

Understand how successful application of the Core Behaviors will facilitate transition to 

personalized, proactive, patient-driven, integrated care. 

Key Messages: (what do you expect the participants to walk away with at the end of the 

module?) 

• Core Behaviors are the foundational elements that lead to meaningful experiences and 

outcomes. 

• Veterans are dependent upon our system coming together to address their needs. 

• Change is continuous. Teams must know how to change and redesign what they do. 

• An integrated approach to care: 

1) Comprehensively assesses the needs and values of the veteran 

2) Identifies and works with internal and external resources 

3) Offers ready access between and among all dimensions of care 

4) Integrates healthy living messages throughout the lifecycle 

5) Expands team capacity through alternative resources, modalities, methods 

6) Relies on team effectiveness and partnerships 

Activity #1 : Welcome and Housekeeping 

Time Allotted: 5 minutes 

Leaders begin with a short welcoming statement and request that teams sit together during 

the entire meeting, unless directed otherwise. Restroom locations, agenda for the day, 

parking issues and lunch menus may be addressed during this time. 

3 
Activity #2: Introductions 

Time Allotted: 5 minutes 

A brief round of faculty introductions; 

followed by asking teams to identify their team members, area of practice, and duty station. 

Activity #3: Ice Breaker (optional) 

Time Allotted: 5 minutes 

Ice Breaker activities serve two purposes. First, they allow participants to 'step out' of their 

usual roles at work and second, they allow the group members to relax a bit while engaging 

in a light-hearted activity. Ice Breakers should feel 'benign' to those involved. They should 

be short and easy to lead. Feel free to use this one, or substitute another activity as 

desired. 

Word Search - "Transformation": Each PACT team will find as many words as possible 

from the word 'Transformation'. All words are to be: 

1. Greater than 3 letters 

2. No use of the letter 'S' for the 3rd letter 

3. No pronouns 

4. No abbreviations 

Activity # 4: Video Presentation 

Time allotted: 20 minutes 

Description: 

Previous sessions were focused on understanding and implementing PACT principles. 

Session 4 expands the focus toward understanding the broader range of transformational 

initiatives, and how they integrate into clinical practice. 

Dr. Christie Emler and Dr. James Putman offer a brief overview of the VHA primary care 

transformation to a patient driven, integrated care delivery system. The mission of each 

transformational initiative is also described as the key areas of focus throughout this training 

session. 

4 
Time Content 

8:00am - 8:30am Welcome and Introduction 

• Introductions/Agenda Review 

• Integrated Transformation Overview 

8:30am - 1 O:OOam PCC & Prevention 

• Personalized, proactive, patient-driven plan 

• Components of Health and Well-Being 

• Patient Partnerships/Personal Health 

Inventories 

1 O:OOam - 10: 15am BREAK 

10: 15am - 11 :45am PCC & Prevention 

• Integration of prevention into care 

• Healing communications I deep listening 

• SMART goals 

11 :45am - 12:45pm LUNCH (on your own) 

12:45 -1 :30 pm Patient Scenarios 

1 :30-pm - 2:15pm Population Management 

• Population Identification/Special Populations 

• Patient Self-Management 

• Service Integration with VHA and 

Community 

2:15pm - 3:15pm Access 

• Access among clinics 

• Care Coordination Agreements 

3:15pm - 3:30pm BREAK 

3:30pm - 4:30pm Access 

• Managing perceptions 

• Leveraging tools I team members 

1 
I 4:30pm I ADJOURN 

DAY2 

Time Content 

8:00am -8:15am Recap of Day 1 

Mindfulness Activity 

8:15am - 9:15am Team Effectiveness 

• Team Effectiveness Survey 

• Team Development Exercises 

9:15am - 9:30am BREAK 

9:30am -10:15am Team Functions/Scenarios 

• Functioning in an integrated system 

• Partners in Care 

• Team dynamics 

10:15am -11 :30pm Content Review 

Review of Team Aims 

Wrap-Up/Planning Next Steps 

11:30am ADJOURN 

2 
4/18/2011 

1 
4/18/2011 

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TEACH - One Day Workshop 

~ n-?'May 9 Q[. May 10, 2011 

/ BAM - 4:30 PM - Building 9 

ti\ r/ 

TEACH is a daylong class designed to facilitate Patient Education 

and Communication. The Employee Education System (EES) offers 

continuing education credit. TEACH has an Introductory Module and 

these five: 

- Tune into the Patient 

- Explore the Patient's Concerns, Preferences, and Needs 

- Assist the Patient with Behavior Change 

- Communicate Effectively 

- Honor the Patient as a Partner 

More Specifics about TEACH: 

*TEACH emphasizes tailored communication to patents and 

integrates a patient-centered approach to health education. 

*TEACH provides clinicians the strategies needed to open discussions 

about health issues concerning life-style changes like eating for 

health, starting to exercise, quitting smoking and additional behaviors 

needed to prevent the onset of illness 

*TEACH also offers techniques to help patients move to the next 

stage of change. 

*Participants have the opportunity to reflect on changes they have 

tried to make themselves and what helped or hindered them in that 

process. They use this experience to focus on the challenges patients 

face and the most effective supportive strategies to help people 

change to healthier lifestyl,es. 

Limited to 25 participants 

PACT Team members have priority 

Supervisors approval required 

Register on LMS: Item# is VA 1370682