CONSULT AS A CHANGE AGENT

Lizbel VasquezMay 24, 2016

The Amsterdam Nursing Home & Caretech group

•Prof Katz, initiated consult relationship with A.N.H. for out sourced purchasing•Opportunity to participate

Consult As a Change Agent

• Reduce operating costs• Labor component • Reduce costs and wastes • Help ongoing viability to meet

it’s mission

The Amsterdam Nursing Home

• Located on the Upper West side of Manhattan

• Founded 1872 by Episcopal church members

• Led by Rev. Isaac H. Tuttle

• Not for profit organization

• 409 beds• Top 33• Population 70%

Medicaid

A.N.H. Mission statement

• We seek to provide the comforts of life to the elderly and infirm who require nursing home or community centered care.

• “lighten the burden” of those we serve

HELPING LONG TERM CARE PROVIDERS WITH SUPPLY CHAIN MANAGEMENT AND LOGISTICS

Caretech Approach

• Serve over 500 facilities• Leverage to improve purchasing power• Acts as a GPO (grand purchasing organization)• Lean thinking , Lean supply management

Preceptor Steve Katz

Stephen Katz

• Vice President for Business Development at Caretech Group

• Reports to Vice President and the Administrator at A.N.H.

• Exposed me to key management process within the organization

• How the organization operates especially aspects of interdepartmental cooperation within the organization

My Role

Management Intern

• Adjust cost report figures to properly reflect related party transactions

• Provide data analysis Caretech comparison cost savings

• Support transition from existing purchasing systems to new system that Katz is providing• Prepare purchase orders, finalize inventory

information to expedite A.P. process

My contribution

• Established close working relationships with interdisciplinary departments

• Provided data that Katz used to identify opportunities for savings

• Data was used as a catalyst to improve the timeliness of the A.N.H. decisions.

• Data helped A.N.H. adapt to the changes from the outsource purchasing entity

Summary

Problems• Employee salary• Back orders• (Waste)too much time

processing purchasing forms and orders

Solution• used outsourcing services• Minimized vendor selections• (Lean) reduced requisition

usage to certain vendors• eliminated paper

requisitions and use electronic order guide

• minimized days to put in orders and delivery of items

OUT COME

Nursing home realized that Steve’s business and his solutions was more efficient and decided to stay contracted with outsourcing services

What I learned

What I Learned

• Sense of work and data that supports the change

• Purchase items and supplies as prudent buyer• Do not receive and or store excessive volumes

of inventory for length periods• Even when senior management support

change Implemented change is bumpy at best

What I Learned

• Some leaders can be inflexible about systems changes and system integration• Katz and Caretech had to adapt

implementation process accordingly• Patience ( managing your boss)• Willing to except managing that occurs

in order to be in an organization fit

What I Learned

• Conclude tasks that are applied to decision making

• Even when people agree to change they don’t move swiftly to support it

• Find areas of agreement• Important to understand the culture of the

organization

Trusted Advisors

Steve KatzProf. Lehman CollegeV.P. Business Development

• It’s important to Read the Harvard Business Review On How to Manage your boss? It makes it crystal clear !• Health care is ever evolving• Be prudent & have a Plan B• Doing things well does not

mean you can do leadership• Quality = Bottom Line

HR DirectorNicole Beckford

• Make sure your job looks like you

• If your not passionate it’s work, If your passionate it’s a pleasure

• It’s not just what you know it’s getting to know the players

• Better to give a delayed answer than a wrong answer

• You never get to re-do a bad impression

Judith FensterAdministrator

”

• Leadership is your Central Guiding Core

• Need good alignment to resolve conflict

• “Jack of all trades but a Master of none”

• Know enough to gain respect

President & CEOJim Davis• Critical elements in

staying successful is Trust and Loyalty

• Go with your instincts• Problem solving is relied

upon those around you • Don’t expect and think

you can do it on your own

“There are different philosophies of what being in business is, how

you treat employees and customers should be focused on

patient care” L.E.

Resources

• <http://www.amsterdamnursinghome.org/• http://www.caretechgroup.com/• https://hbr.org/2005/01/managing-your-boss