WEBVTT NOTE This file was generated by Descript 00:00:05.639 --> 00:00:06.619 Daniel Williams: Well, hi everyone. 00:00:06.619 --> 00:00:11.569 Welcome to the MGMA Ask MGMA podcast. 00:00:11.569 --> 00:00:15.409 This is part of the MGMA podcast network. 00:00:15.769 --> 00:00:20.719 Uh, ASK MGMA is where we bring you some of the latest tools, strategies, 00:00:20.719 --> 00:00:25.399 and insights to help medical practice leaders like yourself excel. 00:00:25.639 --> 00:00:27.319 My name is Daniel Williams. 00:00:27.319 --> 00:00:30.109 I'm a senior editor at MGMA, host of the MGMA. 00:00:30.694 --> 00:00:32.824 Uh, podcast Network. 00:00:33.154 --> 00:00:38.884 We have joining us for Ask MGMA as we always do, co-host Christy Goode, 00:00:38.884 --> 00:00:41.884 who's a senior advisor at MGMA. 00:00:42.244 --> 00:00:46.084 Christy, welcome yet again to the Ask MGMA podcast. 00:00:46.084 --> 00:00:46.144 I. 00:00:46.654 --> 00:00:47.764 Cristy Good: Thank you for having me. 00:00:48.094 --> 00:00:48.754 Daniel Williams: Yeah. 00:00:48.814 --> 00:00:53.854 So today we are gonna be focusing on a foundational element of 00:00:53.854 --> 00:01:01.414 organizational success that is your mission, vision, and values or MVV. 00:01:01.414 --> 00:01:03.424 So, um. 00:01:03.809 --> 00:01:08.519 We're gonna be discussing an exciting new tool MGMA has released, as well 00:01:08.519 --> 00:01:12.989 as upcoming playbooks that provide practical guidance for leaders. 00:01:12.989 --> 00:01:15.119 So let's just dive into that. 00:01:15.119 --> 00:01:17.789 So Christie, let's start with. 00:01:18.184 --> 00:01:21.814 Um, well, let's, let me back up just a little bit. 00:01:22.054 --> 00:01:24.064 You, you and I were talking offline. 00:01:24.184 --> 00:01:27.094 We were talking about a lot of things you're involved in right now. 00:01:27.094 --> 00:01:30.844 You're doing a lot of MGMA tools that many of our members may know about. 00:01:31.114 --> 00:01:33.094 You're also working on playbooks. 00:01:33.424 --> 00:01:38.044 If you don't mind just defining, let's start, start with the playbooks. 00:01:38.044 --> 00:01:42.874 If anybody listening doesn't know what these new free MGMA member 00:01:42.874 --> 00:01:45.394 benefits are, what are the playbooks. 00:01:46.684 --> 00:01:47.134 Cristy Good: Sure. 00:01:47.164 --> 00:01:52.264 Um, we just started putting together, um, what we call playbooks that help 00:01:52.714 --> 00:01:56.974 kind of give you, um, an overall quick, kind of like for dummies, right? 00:01:57.274 --> 00:01:57.364 Mm-hmm. 00:01:57.604 --> 00:01:59.134 But playbook that says, here's. 00:01:59.599 --> 00:02:00.529 Some resources. 00:02:00.529 --> 00:02:05.209 Here's what you do in this instance, and just quick resources, usually five 00:02:05.209 --> 00:02:10.249 to seven pages with links to a number of our tools that might be helpful so 00:02:10.249 --> 00:02:12.289 that you can just have like a one stop. 00:02:12.619 --> 00:02:16.639 Here's how I need to look at something, and here are some of my answers. 00:02:17.029 --> 00:02:21.439 And we've done a series of, um, non-physician. 00:02:22.169 --> 00:02:27.509 Playbooks for such as like staffing and compensation and things like that. 00:02:27.509 --> 00:02:32.759 And then we've done a physician grouping of the same type of topics. 00:02:33.239 --> 00:02:37.799 And coming up we will be re releasing a culture playbook, a mission and 00:02:37.799 --> 00:02:42.119 value, vision and values playbook, uh, patient experience playbook. 00:02:42.869 --> 00:02:46.409 Uh, cybersecurity playbook might already be out there actually, since we just had 00:02:46.409 --> 00:02:48.479 our cybersecurity certificate last week. 00:02:48.934 --> 00:02:54.994 And, um, also, um, soon a payer credentialing playbook. 00:02:55.054 --> 00:02:59.914 Okay, so just quick resources that link to more of our tools, tips, 00:02:59.944 --> 00:03:05.554 tricks, um, to look at it quickly so that you know, you don't have to 00:03:05.554 --> 00:03:07.924 hunt through a number of resources. 00:03:08.569 --> 00:03:10.609 Daniel Williams: So it's like a one stop shop for any of 00:03:10.609 --> 00:03:11.869 those topics you mentioned. 00:03:11.869 --> 00:03:15.409 So you're not navigating here, there, and everywhere trying 00:03:15.409 --> 00:03:17.089 to find a particular topic. 00:03:17.089 --> 00:03:20.569 You, you and your team have really put the best of the best 00:03:20.599 --> 00:03:23.599 into that one playbook, right? 00:03:23.659 --> 00:03:24.349 Is that how it is? 00:03:24.349 --> 00:03:24.529 Right. 00:03:24.919 --> 00:03:25.129 Cristy Good: Yeah. 00:03:25.129 --> 00:03:25.834 That's, that's our goal. 00:03:26.929 --> 00:03:27.589 Daniel Williams: Awesome. 00:03:27.709 --> 00:03:29.209 Alright, so 00:03:31.279 --> 00:03:35.359 let's talk about mission, vision, and values then this checklist. 00:03:35.359 --> 00:03:37.399 What inspired its creation? 00:03:37.669 --> 00:03:41.719 Um, how, how does it benefit medical practices? 00:03:41.719 --> 00:03:42.260 Tell us about that. 00:03:42.994 --> 00:03:43.734 Cristy Good: Um, sure. 00:03:45.289 --> 00:03:49.249 Uh, the checklist was designed to provide a structured step by step process 00:03:49.249 --> 00:03:52.819 for practices to develop or refine their mission, vision, and values. 00:03:53.824 --> 00:03:58.264 We realize that many organizations understand the importance of MVV, 00:03:58.264 --> 00:03:59.824 but struggle with where to start. 00:03:59.824 --> 00:03:59.854 Okay. 00:04:00.424 --> 00:04:00.664 Daniel Williams: Uh, 00:04:00.814 --> 00:04:03.904 Cristy Good: this tool simplifies the process, ensuring alignment with the 00:04:03.904 --> 00:04:06.034 organizational goals in its culture. 00:04:06.454 --> 00:04:11.344 It specifically, or especially is useful, um, to help foster clarity 00:04:11.344 --> 00:04:13.024 and engagement across teams. 00:04:13.354 --> 00:04:16.804 Um, it started because I started the culture playbook. 00:04:17.509 --> 00:04:21.949 Part of the culture playbook was a little segment on mission, vision, and values. 00:04:22.279 --> 00:04:26.149 And then I was like, well, but there's so much that goes into your mission and your 00:04:26.149 --> 00:04:30.079 vision and your values, um, especially when you're strategically planning. 00:04:30.499 --> 00:04:34.339 And so from that, I started the playbook on the MVB. 00:04:34.669 --> 00:04:39.019 And from that I made a little checklist to kind of help, a quicker 00:04:39.019 --> 00:04:40.729 way to go through the process. 00:04:41.029 --> 00:04:45.199 You know, for those that just want that one tool to just help them real quickly. 00:04:45.848 --> 00:04:46.148 Daniel Williams: Okay. 00:04:46.148 --> 00:04:50.078 So you mentioned in this particular checklist, it includes a detailed 00:04:50.078 --> 00:04:54.728 step-by-step guide for developing, uh, mission, vision, and values. 00:04:55.028 --> 00:04:58.748 Um, I've looked at it, it is incredibly impressive and 00:04:58.748 --> 00:05:00.608 there are eight steps in total. 00:05:00.788 --> 00:05:03.248 We're not gonna go through the whole, uh. 00:05:03.713 --> 00:05:04.793 All the eight steps. 00:05:04.793 --> 00:05:07.373 'cause that would take us a minute to get through all of those. 00:05:07.793 --> 00:05:10.373 Let's just start with maybe the first two steps. 00:05:10.373 --> 00:05:13.553 Talk about what they are and what they entail. 00:05:14.423 --> 00:05:14.603 Cristy Good: Sure. 00:05:15.233 --> 00:05:17.393 The first step is all about preparation and planning. 00:05:17.843 --> 00:05:22.703 Um, it involves assembling a leadership team, engaging stakeholders, setting 00:05:22.703 --> 00:05:27.323 clear objectives, and reviewing any existing MVV statements. 00:05:27.683 --> 00:05:28.103 Um. 00:05:28.463 --> 00:05:31.253 It, this helps ensure that everyone is on the same page 00:05:31.253 --> 00:05:32.903 before diving into the process. 00:05:33.148 --> 00:05:33.568 Mm-hmm. 00:05:33.653 --> 00:05:36.533 And key is look at what you have first. 00:05:36.833 --> 00:05:36.923 Right. 00:05:36.923 --> 00:05:39.503 In this process as well as as you go forward. 00:05:40.103 --> 00:05:40.313 Daniel Williams: Yep. 00:05:41.003 --> 00:05:43.163 Cristy Good: And then the second step really puts focus 00:05:43.163 --> 00:05:44.963 on the data and collection. 00:05:44.963 --> 00:05:48.773 So that data collection and input, um, which is serving your 00:05:48.773 --> 00:05:51.623 stakeholders and your stakeholders are, you know, your staff. 00:05:51.623 --> 00:05:52.463 Don't forget about your staff. 00:05:52.463 --> 00:05:52.553 Mm-hmm. 00:05:53.153 --> 00:05:53.873 Um, I think. 00:05:54.278 --> 00:05:58.478 Many people think it's all leadership, but it's also your staff, um, host 00:05:58.568 --> 00:06:02.258 brainstorming sessions and then analyze that feedback to identify 00:06:02.258 --> 00:06:03.878 common themes and priorities. 00:06:04.478 --> 00:06:08.138 Um, those initial steps really are important because they'll lay the 00:06:08.138 --> 00:06:10.688 groundwork for everything that follows. 00:06:11.888 --> 00:06:13.628 Daniel Williams: Okay, well that really does make a lot of sense. 00:06:13.628 --> 00:06:18.908 So, um, it sounds like these steps are designed to build a strong foundation 00:06:18.908 --> 00:06:21.128 and ensure there's broad engagement. 00:06:21.128 --> 00:06:22.598 I really like the idea that. 00:06:23.003 --> 00:06:27.833 Don't just jump into what we've got here, but actually examine what you have 00:06:27.833 --> 00:06:32.243 existing and then how do you integrate, what are what you already have to 00:06:32.243 --> 00:06:34.073 some of the suggestions that we have. 00:06:34.283 --> 00:06:38.663 So let's talk about involving stakeholders early in the process. 00:06:38.663 --> 00:06:43.013 You know, identifying those stakeholders and then bringing them in so then 00:06:43.073 --> 00:06:44.903 they can help impact the outcome. 00:06:44.903 --> 00:06:45.773 Talk about that. 00:06:47.138 --> 00:06:50.438 Cristy Good: Well, by bringing them in early, it really, um, ensures 00:06:50.438 --> 00:06:56.078 that your MVV reflects a diverse group of perspectives and resonates 00:06:56.078 --> 00:06:57.668 with everyone in the organization. 00:06:57.668 --> 00:07:00.758 So really engaging everyone at the beginning and not 00:07:00.758 --> 00:07:03.278 just be like, here you go. 00:07:03.278 --> 00:07:04.658 This is what we're doing now, right? 00:07:04.658 --> 00:07:06.128 And we, you put it all together. 00:07:06.398 --> 00:07:10.088 It really helps foster buy-in, um, from the start making it 00:07:10.088 --> 00:07:14.438 more likely that employees will embrace and live out that MVV. 00:07:14.813 --> 00:07:16.883 That is they're in their daily work. 00:07:17.153 --> 00:07:21.503 Um, it also helps you identify blind spots and opportunities where leadership 00:07:21.503 --> 00:07:23.153 might not have seen it on their own. 00:07:23.153 --> 00:07:27.833 So getting that broad view from everyone is really important. 00:07:28.523 --> 00:07:28.943 Daniel Williams: Okay. 00:07:29.423 --> 00:07:31.433 So last few questions then. 00:07:31.433 --> 00:07:34.793 So for our leaders listening today, what advice would you 00:07:34.888 --> 00:07:36.208 give them on implementing. 00:07:37.343 --> 00:07:42.323 Um, a mission, mission, vision, and values, uh, program into their 00:07:42.323 --> 00:07:46.823 day to day operations, uh, and integrate that into their practice. 00:07:46.823 --> 00:07:48.113 How would you have them do that? 00:07:48.953 --> 00:07:51.983 Cristy Good: I would make sure that MVV or, you know, mission, 00:07:51.983 --> 00:07:55.703 vision and values is part of their every, every conversation. 00:07:55.708 --> 00:07:55.848 Mm-hmm. 00:07:56.033 --> 00:08:01.343 Um, and I know many places have it posted, like in their break room or right. 00:08:02.048 --> 00:08:06.878 In their work areas, um, incorporate into your team meetings, um, 00:08:06.878 --> 00:08:10.508 your training sessions, and even your performance evaluations. 00:08:10.808 --> 00:08:16.508 Um, I think that's a big piece of it because people then know and are bought in 00:08:16.508 --> 00:08:21.218 and see the value because it's also part of what they're gonna be evaluated on. 00:08:21.698 --> 00:08:26.618 Um, recognize that and re reward employees that are, um, exemplifying 00:08:26.618 --> 00:08:28.268 those values in their work. 00:08:28.763 --> 00:08:32.783 Additionally communicate the MVV externally through patient 00:08:32.783 --> 00:08:34.553 interactions and marketing efforts. 00:08:34.553 --> 00:08:38.243 Like this is what we stand for, this is, this is what our vision 00:08:38.243 --> 00:08:41.543 is, our mission is, and our values are here at this practice. 00:08:41.933 --> 00:08:45.773 And it just becomes then part of the practices identity, both 00:08:45.773 --> 00:08:49.013 internally and externally when you do something like that. 00:08:49.763 --> 00:08:50.123 Daniel Williams: Okay. 00:08:50.843 --> 00:08:53.063 Um, looking ahead then, final question. 00:08:53.063 --> 00:08:58.343 Looking ahead, how do you envision tools like the checklist and playbooks shaping 00:08:58.343 --> 00:09:00.293 the future of medical practice leadership? 00:09:00.293 --> 00:09:03.623 You know, we kind of defined what these checklists, what these playbooks are in 00:09:03.623 --> 00:09:09.413 the first place, but in a real practical sense, in a toolsy sense, how can that 00:09:09.413 --> 00:09:13.703 help shape these practices and these practice leaders and their success? 00:09:14.633 --> 00:09:18.353 Cristy Good: Well, um, with these resources, I think it helps the practice. 00:09:18.533 --> 00:09:21.023 It gives them a roadmap to, um. 00:09:21.728 --> 00:09:23.258 To sustain that process. 00:09:23.468 --> 00:09:23.498 Okay. 00:09:23.498 --> 00:09:25.988 Not only to develop it, but to sustain it. 00:09:26.318 --> 00:09:30.788 And then by priority, prioritizing your MVV and your workplace 00:09:30.788 --> 00:09:34.868 cultures, leaders can navigate those challenges more effectively and build 00:09:34.868 --> 00:09:37.178 resilient, high performing teams. 00:09:37.178 --> 00:09:42.548 And I know that, um, turnover in medical practices lately has been high. 00:09:42.548 --> 00:09:43.448 Mm-hmm. 00:09:43.673 --> 00:09:47.233 If you get those good employees, you wanna keep 'em, how do you engage 'em 00:09:47.233 --> 00:09:54.253 by giving them, um, reason to be part of your team by incorporating those mission, 00:09:54.253 --> 00:09:58.633 vision, and values into their daily work and having them feel pride in that. 00:09:59.023 --> 00:09:59.473 Um. 00:09:59.768 --> 00:10:04.178 Ultimately, you know, um, it's about creating a legacy of care and excellence 00:10:04.178 --> 00:10:06.098 that benefits both employees and patients. 00:10:06.098 --> 00:10:07.058 I think that's key. 00:10:07.388 --> 00:10:10.718 I think many times in healthcare you're just thinking about the patients, but 00:10:10.988 --> 00:10:12.728 your employees are a big part of that. 00:10:12.788 --> 00:10:16.988 And your employees impact your patient care, your patient experience. 00:10:17.318 --> 00:10:19.148 Um, your patients wanting to come back. 00:10:19.643 --> 00:10:20.033 To you. 00:10:20.033 --> 00:10:23.273 So that's important too, as you're building your practice and 00:10:23.273 --> 00:10:25.673 keeping your practice, um, going. 00:10:25.673 --> 00:10:28.343 It's, it's all one big circle. 00:10:28.583 --> 00:10:33.263 Um, keep, you know, employees being part of it and, and your patients feeling that. 00:10:34.058 --> 00:10:34.538 Daniel Williams: Okay. 00:10:34.538 --> 00:10:38.708 Well, Kristy Goode, senior advisor at MGMA, thank you so much for 00:10:38.708 --> 00:10:40.328 being a co-host on this show. 00:10:40.328 --> 00:10:46.838 I clearly could not do this particular show without you, and I just appreciate 00:10:47.168 --> 00:10:51.458 all the work you do with our MGMA members and help them, uh, answer 00:10:51.458 --> 00:10:53.018 those questions when they go to that. 00:10:53.028 --> 00:10:57.798 Big green button on the MGMA website that says Ask MGMA. 00:10:57.798 --> 00:11:01.398 Christie is among those experts that answers those questions. 00:11:01.398 --> 00:11:03.498 So, Christie, thanks for being here today. 00:11:04.038 --> 00:11:04.578 Cristy Good: Well, thanks. 00:11:04.578 --> 00:11:07.488 Thank you for giving me the opportunity to share what we're doing and what we 00:11:07.488 --> 00:11:12.588 have to offer our members, um, because I think these tools are, and these 00:11:12.588 --> 00:11:15.348 playbooks are great, um, benefits. 00:11:15.348 --> 00:11:19.548 And instead of drinking from the fire hose, you know, grab one of our 00:11:19.548 --> 00:11:21.228 tools, grab a playbook, and yeah. 00:11:21.923 --> 00:11:23.723 And, and hopefully that'll help you. 00:11:24.113 --> 00:11:24.893 Daniel Williams: That's awesome. 00:11:24.923 --> 00:11:28.643 Okay, so everybody listening today, if you haven't already, check out the 00:11:28.643 --> 00:11:30.773 mission, vision, and Values checklist. 00:11:30.773 --> 00:11:33.023 It's available now@mgma.com. 00:11:33.263 --> 00:11:35.033 You might have to do a little bit of navigation. 00:11:35.033 --> 00:11:39.023 So what we're gonna do in the episode show notes, we're gonna put a direct 00:11:39.023 --> 00:11:41.273 link into that so you can go right to it. 00:11:41.573 --> 00:11:44.963 And this checklist includes that step by step guide with. 00:11:45.098 --> 00:11:50.438 Eight actionable steps, um, for MVV, and we've only scratched the surface today 00:11:50.438 --> 00:11:54.008 by discussing the first two you'll, so you'll see what the other six are there. 00:11:54.248 --> 00:11:59.768 This is a free, um, tool and playbook for you, and so stay tuned for upcoming 00:11:59.768 --> 00:12:03.848 playbooks, which promise to be invaluable tools for medical practice leaders. 00:12:04.178 --> 00:12:06.653 As always, thank you so much for tuning in to. 00:12:07.068 --> 00:12:12.468 Ask MGMA, uh, this particular podcast and to the MGMA Podcast Network. 00:12:12.768 --> 00:12:16.158 Don't forget to subscribe and share this episode with your colleagues. 00:12:16.158 --> 00:12:19.548 Again, I'm Daniel Williams and we've had Christy Good here with 00:12:19.548 --> 00:12:21.318 us, so we'll see you next time. 00:12:21.318 --> 00:12:23.538 Thank you so much everyone for listening.