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Welcome To The Webinar…



Retention: How To Conduct
Provider Stay Interviews
February 22, 2012 | 10-11 am


     In order to hear the presentation please call 1.646.558.2124, access code
     225.475.920, followed by the audio PIN you received when you joined the
     webinar




All Participant Phone Lines are Muted at This Time
Kimberly Benjamin, PHR,CERP
Workforce Development Specialist, Michigan
Primary Care Association

Encourage and facilitate Community Health Center
participation in national and statewide recruitment and
retention programs

Design and implement strategies to assist Community
Health Centers in developing an effective recruitment
and retention plan that will include plan evaluation and
assessment tools

Develop a Workforce Planning Center to assist
Community Health Centers in recruiting and retaining a
quality health workforce

Assist Community Health Centers in marketing
employment opportunities using a variety of media.
Our Main Learning Objectives

•Learn skills and a process for conducting Stay
Interviews with our Providers and Team Members in
order to learn and leverage the most important
reasons they stay.

•Learn how to develop and carry out individual stay
plans with each of your employees in order to retain
them.
Today’s Agenda
   What is a stay interview?
   Why conduct stay interviews?
   How do stay interviews differ from exit interviews and
    opinion surveys?
   How do we conduct stay interviews?
   Group Interaction: Poll Question Activities
   Supervisors Impact on Retention
   Retention Success Stories
   Learn about the Certified Employee Retention Program
   Q/A
Dick Finnegan, CEO
C-Suite Analytics
407.694.3390




www.c-suiteanalytics.com
                     5
Finnegan Background
•   “Recovering HR director” who has solved turnover and across 6
    continents including Siberian banks, African gold mines and the CIA

•    Author of “Rethinking Retention in Good Times and Bad”,
    endorsed by Business Week as offers “fresh thinking for solving the
    turnover problem in any economy”

•   Author of “The Power of Stay Interviews for Engagement and
    Retention”, to be published by SHRM in Q3, 2011

•   Noted as employee retention expert by SHRM, Business Week, Chief
    Executive Magazine, Consulting Magazine, and HR Excellence Center
    of China


                                                                          6
Research-Driven, Process-Based




                                 7
Why Exit Surveys Fail

•   Employees don’t tell   •   “More money” is what
    the truth                  you got, not why you
                               looked
•   Interviewers accept
    soft answers           •   “Better opportunity”
                               means
                               “I blew you off ”
•   “Absences” and
    “Attendance” don’t
    offer solutions        •   NOTHING CHANGES!
                               Managers see as
                               “autopsies” who lack
                               credibility


                                                      8
8 Ways to Improve Exit Survey Results
1.   Find out why the employee is leaving, period

3. Do not promise confidentiality

5. Use skilled interviewers

7. Gather data ASAP

9. Ask what steps they took to resolve their issues

11.End on a high

13.Distribute results to those who can make improvements

15.Track improvements your company makes

                                                           9
Poll Question #1




Do you have a Retention Plan
     currently in place?
Stay Interview Training Section
What is a Stay Interview?
   A Stay Interview is a one-on-one meeting each manager
    and supervisor has with each direct report in order to
    learn why that employee stays with your organization.
   Each manager and supervisor then acts on the stay
    reasons in order to increase the likelihood the
    employee will stay longer and be more productive.
   Each manager and supervisor also records the stay
    reasons for their combined team and forwards this
    information upward so their organization can take
    actions based on common stay reasons.
   The Stay Interviews will be conducted tops-down,
    meaning each manager and supervisor will participate
    in a Stay Interview as an employee before conducting
    one as a manager or supervisor.
How do Stay Interviews Work?
   Executives, managers, and supervisors attend stay
    interview training.
   Conduct interviews cascading, beginning with
    executives.
   Record data and build stay plans for each employee.
   Review stay plans with their manager.
   Implement stay plans and retain their teams.
Why Conduct Stay Interviews?
   Supervisors learn first-hand the unique reasons why
    each employee stays.

   Employees hear directly from their supervisors that
    they care and want them to stay and grow with the
    company.

   Supervisors further accept retention within their sphere
    of responsibility.

   Employees are most likely to accept responsibility for
    staying.
Are Exit Surveys Better?
Exit Interviews:
 Leavers won’t burn bridges and hide real reason.


Stay Interviews:
 Focuses on current employees we want to keep.
 Removes the “middle man” so supervisors hear
  directly how to keep employees.
 Employees hear “we want you to stay”.
 Next steps are in supervisors’ hands versus
  program.
Are Opinion Surveys Better?

    Opinion Surveys:
b.   Are anonymous so don’t review specific employee’s
     input.
c.   Usually ask for opinions, but not importance.
d.   Focuses on topics beyond supervisors’ control.

    Stay Interviews:
g.   Supervisors' hears specifically why each employee
     stays/would leave.
h.   Employees ‘ priorities are clearly expressed and
     understood.
i.   Designed to learn what employees need each day from
     supervisor and team.
Poll Question #2




How Many People Left Your
 Organization last year?
    (since Jan 1, 2011 to Present)
Stay Interview Tips
How We (MPCA) Implemented the
        Stay Interview Process
r   Enrolled in The Retention Institute Certified Employee
    Retention Program (CERP)
m   Conducted Stay Interview Train-The-Trainer Session
    with all managers/top leaders
s   CEO/Executive Directors conducted stay interviews
    with managers
r   Managers conducted stay interviews with supervisors
e   Supervisors conducted stay interviews with team
    members
u   Note: Each manager and supervisor should schedule a
    meeting with their next-level-up manager to discuss
    completed “Stay Interview”, this meeting should be
    completed within 30 days after you’ve completed your
    interviews.
CERP Forms and Resources

2.   Stay Interview Guide
3.   Stay Interview Program Summary
4.   Tally Sheet
5.   Good Listening Activity
6.   Probing Chart Activity
7.   Stay Interview Team Results Form
8.   Stay Interview Retention Plan
Tips on Conducting Stay Interviews
1.    Always take notes

3.    Be a Great Listener

5.    Remember to Probe

7.    Take Responsibility

9.    Structure Interview Format

11.   Explain Next Steps
Tips on Opening the Stay Interview
   Avoid making any kind of statement that could be taken
    as a contract-real or implied. Instead of saying “I want
    you to stay here a long time” say, “I hope we work
    together for a long time”.

   Use your own words, communicate the following
    objective very near the beginning of the meeting. “My
    greatest interest for our time today is to learn what I
    personally can do to make this a great place for you to
    work”.

   Let them know your intent and the limits of your
    authority up front.
Tips for During the Meeting

 Take good notes

 Be a great listener

 Probe

 Take Responsibility
Provider Stay Interview Questionnaire


   When you travel to work each day, what things do you
    look forward to? Consider asking…
       What do you like most about working here?
Provider Stay Interview Questionnaire


   What are you learning here? Consider asking…
     Tell me about your career aspirations: Do you feel
     like you can advance your career here if you want to?
Provider Stay Interview Questionnaire
   How do you like working with other members of our
    team? Consider asking…..

      Does any part of working with your co-workers
       really frustrate you?
Provider Stay Interview Questionnaire
 And what about me? What can I do to influence you to
  stay longer? Consider asking…..

    Anything that I do that you definitely want me to
     continue to do or to do more often?
Provider Stay Interview Questionnaire

   Have you ever thought about leaving the team? What
    prompted it? Consider asking…

      On a scale from 1 to 10, with ten being “very
       serious-I’m actively seeking another job at this
       time” and one being, “not very serious-I’ve no real
       plans to leave, “how would you rate your intention
       to leave?
Tips for Closing the Meeting

   Thank the team member for sharing.

   Use your notes to summarize and repeat back to the
    team member the most important points discussed.

   Briefly describe what you plan to do as a result of this
    meeting.

   Ask the team member if he/she has any questions.
How We (MPCA) Implemented the
        Stay Interview Process
r   Enrolled in The Retention Institute Certified Employee
    Retention Program (CERP)
m   Conducted Stay Interview Train-The-Trainer Session
    with all managers/top leaders
s   CEO/Executive Directors conducted stay interviews
    with managers
r   Managers conducted stay interviews with supervisors
e   Supervisors conducted stay interviews with team
    members
u   Note: Each manager and supervisor should schedule a
    meeting with their next-level-up manager to discuss
    completed “Stay Interview”, this meeting should be
    completed within 30 days after you’ve completed your
    interviews.
Poll Question #3




Who do you hold accountable
for meeting employee retention
goals by impacting their bonus,
pay, or performance ratings?


                                  31
Poll Question #4




What is the main reason why
 people leave a company?
Supervisors’ Impact on Retention
“If you have a turnover problem, look first to your managers”…Gallup

Primary reason for seeking a new job is disliking boss’s performance…
Yahoo

Employees stay for managers first and co-workers second…salary.com

Poor leadership causes over 60% of all employee turnover…
Saratoga Institute

Employees who stay primarily for their supervisors stay longer,
perform better, and are more satisfied with their pay…TalentKeepers

Given the high cost of turnover, it is clear that poor managers…
dramatically increase the cost of operations…Kenexa



                                                                        33
The Real Power of Supervision

More importantly, a study by Kenexa confirms that employees’
satisfaction with pay, benefits, learning, development, and
advancement is “mediated” by their relationships with their
supervisors and concludes:

       “Offering a higher salary or
developmental/advancement opportunities
       may not be enough to retain employees”

So it appears that poor supervision overcomes the benefits of pay
and development…and leads to higher turnover!




                                                                    34
4 Thoughts to Ponder
1. Poor supervisors will trump good employee programs

        good programs + good supervisors = retention
        good programs + poor supervisors = turnover

2. Poor supervisors also trump good pay and development, and
   drive higher turnover

3. “Supervisors” refers to anyone who supervises people including
   executives and senior managers so all must have retention skills

4. If one or more of your supervisors fails to build effective
   retention relationships, what other legitimate advantages do you
   offer your employees that your competition for talent does not?




                                                                      35
Manager                         Supervisor Exit
Interview

Require managers to conduct exit interviews with supervisors
after each exit…before new-hire requisition is approved

     Provides supervisory accountability for retention

     Enables supervisors to learn lessons, move ahead

     Encourages supervisors to build skills, improve

     Spotlights supervisors who continuously lose good
       performers…and motivates managers to act




                                                               36
Manager               Supervisor Sample Questions

1. As best you know, why is this employee leaving us?

3. Were you aware of this employee’s potential to leave for this
   reason?

5. How was this employee’s overall job performance?

7. What were the main reasons you hired this employee?

9. What was this employee’s reaction to the realistic job preview?

11. Who trained this employee? Was the training effective?

13. Who provided great support for this employee? Who did not?

15. What lessons can you learn from this employee’s leaving?

17. How effectively are you meeting your employee retention
    goals?
                                                                     37
Retention Success Stories
                     •   Global hotel call centers cut
                         turnover 50% in 4 months
 How To Avoid This
                     •   Major rural hospital cut
                         turnover 39% in 6 months

                     •   Urban retirement community
                         cut nurse turnover 72% in 6
                         months

                     •   Non-profit healthcare agency
                         cut turnover 38% in 2 months

                 38
Dick Finnegan, CEO
C-Suite Analytics
407.694.3390




www.c-suiteanalytics.com
                     39
More FREE Stuff!

    For 5 Detailed Profiles of how
    companies implemented Stay
    Interviews & integrated them with
    surveys

                Dick Finnegan
            The Retention Institute
              C-Suite Analytics
                407.694.3390

          DFinnegan@C-SuiteAnalytics.com
    www.c-suiteanalytics.com
     40
More Information




Kimberly A Benjamin,PHR
         517.827.0468
      Kbenjamin@mpca.net

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How to Conduct Provider Stay Interviews

  • 1. Welcome To The Webinar… Retention: How To Conduct Provider Stay Interviews February 22, 2012 | 10-11 am In order to hear the presentation please call 1.646.558.2124, access code 225.475.920, followed by the audio PIN you received when you joined the webinar All Participant Phone Lines are Muted at This Time
  • 2. Kimberly Benjamin, PHR,CERP Workforce Development Specialist, Michigan Primary Care Association Encourage and facilitate Community Health Center participation in national and statewide recruitment and retention programs Design and implement strategies to assist Community Health Centers in developing an effective recruitment and retention plan that will include plan evaluation and assessment tools Develop a Workforce Planning Center to assist Community Health Centers in recruiting and retaining a quality health workforce Assist Community Health Centers in marketing employment opportunities using a variety of media.
  • 3. Our Main Learning Objectives •Learn skills and a process for conducting Stay Interviews with our Providers and Team Members in order to learn and leverage the most important reasons they stay. •Learn how to develop and carry out individual stay plans with each of your employees in order to retain them.
  • 4. Today’s Agenda  What is a stay interview?  Why conduct stay interviews?  How do stay interviews differ from exit interviews and opinion surveys?  How do we conduct stay interviews?  Group Interaction: Poll Question Activities  Supervisors Impact on Retention  Retention Success Stories  Learn about the Certified Employee Retention Program  Q/A
  • 5. Dick Finnegan, CEO C-Suite Analytics 407.694.3390 www.c-suiteanalytics.com 5
  • 6. Finnegan Background • “Recovering HR director” who has solved turnover and across 6 continents including Siberian banks, African gold mines and the CIA • Author of “Rethinking Retention in Good Times and Bad”, endorsed by Business Week as offers “fresh thinking for solving the turnover problem in any economy” • Author of “The Power of Stay Interviews for Engagement and Retention”, to be published by SHRM in Q3, 2011 • Noted as employee retention expert by SHRM, Business Week, Chief Executive Magazine, Consulting Magazine, and HR Excellence Center of China 6
  • 8. Why Exit Surveys Fail • Employees don’t tell • “More money” is what the truth you got, not why you looked • Interviewers accept soft answers • “Better opportunity” means “I blew you off ” • “Absences” and “Attendance” don’t offer solutions • NOTHING CHANGES! Managers see as “autopsies” who lack credibility 8
  • 9. 8 Ways to Improve Exit Survey Results 1. Find out why the employee is leaving, period 3. Do not promise confidentiality 5. Use skilled interviewers 7. Gather data ASAP 9. Ask what steps they took to resolve their issues 11.End on a high 13.Distribute results to those who can make improvements 15.Track improvements your company makes 9
  • 10. Poll Question #1 Do you have a Retention Plan currently in place?
  • 12. What is a Stay Interview?  A Stay Interview is a one-on-one meeting each manager and supervisor has with each direct report in order to learn why that employee stays with your organization.  Each manager and supervisor then acts on the stay reasons in order to increase the likelihood the employee will stay longer and be more productive.  Each manager and supervisor also records the stay reasons for their combined team and forwards this information upward so their organization can take actions based on common stay reasons.  The Stay Interviews will be conducted tops-down, meaning each manager and supervisor will participate in a Stay Interview as an employee before conducting one as a manager or supervisor.
  • 13. How do Stay Interviews Work?  Executives, managers, and supervisors attend stay interview training.  Conduct interviews cascading, beginning with executives.  Record data and build stay plans for each employee.  Review stay plans with their manager.  Implement stay plans and retain their teams.
  • 14. Why Conduct Stay Interviews?  Supervisors learn first-hand the unique reasons why each employee stays.  Employees hear directly from their supervisors that they care and want them to stay and grow with the company.  Supervisors further accept retention within their sphere of responsibility.  Employees are most likely to accept responsibility for staying.
  • 15. Are Exit Surveys Better? Exit Interviews:  Leavers won’t burn bridges and hide real reason. Stay Interviews:  Focuses on current employees we want to keep.  Removes the “middle man” so supervisors hear directly how to keep employees.  Employees hear “we want you to stay”.  Next steps are in supervisors’ hands versus program.
  • 16. Are Opinion Surveys Better?  Opinion Surveys: b. Are anonymous so don’t review specific employee’s input. c. Usually ask for opinions, but not importance. d. Focuses on topics beyond supervisors’ control.  Stay Interviews: g. Supervisors' hears specifically why each employee stays/would leave. h. Employees ‘ priorities are clearly expressed and understood. i. Designed to learn what employees need each day from supervisor and team.
  • 17. Poll Question #2 How Many People Left Your Organization last year? (since Jan 1, 2011 to Present)
  • 19. How We (MPCA) Implemented the Stay Interview Process r Enrolled in The Retention Institute Certified Employee Retention Program (CERP) m Conducted Stay Interview Train-The-Trainer Session with all managers/top leaders s CEO/Executive Directors conducted stay interviews with managers r Managers conducted stay interviews with supervisors e Supervisors conducted stay interviews with team members u Note: Each manager and supervisor should schedule a meeting with their next-level-up manager to discuss completed “Stay Interview”, this meeting should be completed within 30 days after you’ve completed your interviews.
  • 20. CERP Forms and Resources 2. Stay Interview Guide 3. Stay Interview Program Summary 4. Tally Sheet 5. Good Listening Activity 6. Probing Chart Activity 7. Stay Interview Team Results Form 8. Stay Interview Retention Plan
  • 21. Tips on Conducting Stay Interviews 1. Always take notes 3. Be a Great Listener 5. Remember to Probe 7. Take Responsibility 9. Structure Interview Format 11. Explain Next Steps
  • 22. Tips on Opening the Stay Interview  Avoid making any kind of statement that could be taken as a contract-real or implied. Instead of saying “I want you to stay here a long time” say, “I hope we work together for a long time”.  Use your own words, communicate the following objective very near the beginning of the meeting. “My greatest interest for our time today is to learn what I personally can do to make this a great place for you to work”.  Let them know your intent and the limits of your authority up front.
  • 23. Tips for During the Meeting  Take good notes  Be a great listener  Probe  Take Responsibility
  • 24. Provider Stay Interview Questionnaire  When you travel to work each day, what things do you look forward to? Consider asking…  What do you like most about working here?
  • 25. Provider Stay Interview Questionnaire  What are you learning here? Consider asking… Tell me about your career aspirations: Do you feel like you can advance your career here if you want to?
  • 26. Provider Stay Interview Questionnaire  How do you like working with other members of our team? Consider asking…..  Does any part of working with your co-workers really frustrate you?
  • 27. Provider Stay Interview Questionnaire  And what about me? What can I do to influence you to stay longer? Consider asking…..  Anything that I do that you definitely want me to continue to do or to do more often?
  • 28. Provider Stay Interview Questionnaire  Have you ever thought about leaving the team? What prompted it? Consider asking…  On a scale from 1 to 10, with ten being “very serious-I’m actively seeking another job at this time” and one being, “not very serious-I’ve no real plans to leave, “how would you rate your intention to leave?
  • 29. Tips for Closing the Meeting  Thank the team member for sharing.  Use your notes to summarize and repeat back to the team member the most important points discussed.  Briefly describe what you plan to do as a result of this meeting.  Ask the team member if he/she has any questions.
  • 30. How We (MPCA) Implemented the Stay Interview Process r Enrolled in The Retention Institute Certified Employee Retention Program (CERP) m Conducted Stay Interview Train-The-Trainer Session with all managers/top leaders s CEO/Executive Directors conducted stay interviews with managers r Managers conducted stay interviews with supervisors e Supervisors conducted stay interviews with team members u Note: Each manager and supervisor should schedule a meeting with their next-level-up manager to discuss completed “Stay Interview”, this meeting should be completed within 30 days after you’ve completed your interviews.
  • 31. Poll Question #3 Who do you hold accountable for meeting employee retention goals by impacting their bonus, pay, or performance ratings? 31
  • 32. Poll Question #4 What is the main reason why people leave a company?
  • 33. Supervisors’ Impact on Retention “If you have a turnover problem, look first to your managers”…Gallup Primary reason for seeking a new job is disliking boss’s performance… Yahoo Employees stay for managers first and co-workers second…salary.com Poor leadership causes over 60% of all employee turnover… Saratoga Institute Employees who stay primarily for their supervisors stay longer, perform better, and are more satisfied with their pay…TalentKeepers Given the high cost of turnover, it is clear that poor managers… dramatically increase the cost of operations…Kenexa 33
  • 34. The Real Power of Supervision More importantly, a study by Kenexa confirms that employees’ satisfaction with pay, benefits, learning, development, and advancement is “mediated” by their relationships with their supervisors and concludes: “Offering a higher salary or developmental/advancement opportunities may not be enough to retain employees” So it appears that poor supervision overcomes the benefits of pay and development…and leads to higher turnover! 34
  • 35. 4 Thoughts to Ponder 1. Poor supervisors will trump good employee programs good programs + good supervisors = retention good programs + poor supervisors = turnover 2. Poor supervisors also trump good pay and development, and drive higher turnover 3. “Supervisors” refers to anyone who supervises people including executives and senior managers so all must have retention skills 4. If one or more of your supervisors fails to build effective retention relationships, what other legitimate advantages do you offer your employees that your competition for talent does not? 35
  • 36. Manager Supervisor Exit Interview Require managers to conduct exit interviews with supervisors after each exit…before new-hire requisition is approved  Provides supervisory accountability for retention  Enables supervisors to learn lessons, move ahead  Encourages supervisors to build skills, improve  Spotlights supervisors who continuously lose good performers…and motivates managers to act 36
  • 37. Manager Supervisor Sample Questions 1. As best you know, why is this employee leaving us? 3. Were you aware of this employee’s potential to leave for this reason? 5. How was this employee’s overall job performance? 7. What were the main reasons you hired this employee? 9. What was this employee’s reaction to the realistic job preview? 11. Who trained this employee? Was the training effective? 13. Who provided great support for this employee? Who did not? 15. What lessons can you learn from this employee’s leaving? 17. How effectively are you meeting your employee retention goals? 37
  • 38. Retention Success Stories • Global hotel call centers cut turnover 50% in 4 months How To Avoid This • Major rural hospital cut turnover 39% in 6 months • Urban retirement community cut nurse turnover 72% in 6 months • Non-profit healthcare agency cut turnover 38% in 2 months 38
  • 39. Dick Finnegan, CEO C-Suite Analytics 407.694.3390 www.c-suiteanalytics.com 39
  • 40. More FREE Stuff! For 5 Detailed Profiles of how companies implemented Stay Interviews & integrated them with surveys Dick Finnegan The Retention Institute C-Suite Analytics 407.694.3390 DFinnegan@C-SuiteAnalytics.com www.c-suiteanalytics.com 40
  • 41. More Information Kimberly A Benjamin,PHR 517.827.0468 Kbenjamin@mpca.net

Editor's Notes

  1. Time: about 1 minute Describe learning objectives so participants have clear understand of the take-aways of this session
  2. Time: About 3 minutes Facilitator should introduce program by reading the agenda but withhold on explaining items in detail as each will be explained as the program moves forward
  3. Time: About 3 minutes Facilitator should introduce program by reading the agenda but withhold on explaining items in detail as each will be explained as the program moves forward
  4. Time: About 3 minutes Facilitator should introduce program by reading the agenda but withhold on explaining items in detail as each will be explained as the program moves forward
  5. Time: about 3 minutes Re-emphasize importance of stressing that managers and supervisors are responsible for their own talent Ensure group understands that some typical amount of complaining is to be expected, and the interview is designed to focus on solutions within the managers’ and supervisors’ control Tell the group that they will participate in their own Stay Interview with their manager before they conduct others, and one reason is because our company wants to retain them, too!
  6. Time: about 3 minutes Explain each side of the slide to ensure participants learn the value of stay interviews
  7. Time: about 3 minutes Explain each side of the slide to ensure participants learn the value of stay interviews
  8. Time: about 5 minutes Facilitator should ensure the schedule is realistic and supported by top management Facilitator should ensure top managers will fulfill their schedule obligations, as managers and supervisors can only conduct their interviews after they have participated in one as an employee Ensure all participants record the 3 dates
  9. Time: about 5 minutes Facilitator should ensure the schedule is realistic and supported by top management Facilitator should ensure top managers will fulfill their schedule obligations, as managers and supervisors can only conduct their interviews after they have participated in one as an employee Ensure all participants record the 3 dates