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PEX: HM New Leader Performance Excellence Day - May 27, 2026
Today’s workshop has the primary focus of learning more about the Houston Methodist Business System and our journey toward Performance Excellence. We will have a very interactive session to discuss how we develop our local strategies and proceed with strategic planning. We will also dedicate time to better understanding our Daily Management SystemToday’s workshop has the primary focus of learning more about the Houston Methodist Business System and our journey toward Performance Excellence. We will have a very interactive session to discuss how we develop our local strategies and proceed with strategic planning. We will also dedicate time to better understanding our Daily Management System.
Agenda: Topic Timing Leader
Kick Off: 8:00 – 8:20 Dr. S. Nicholas Desai
A Word from our Sponsor HMCY, VP, COO/CMO/CQO
Preview the Agenda
HM Business System Overview 8:20 – 8:50 Wes Waldo
Business System Model
The Cycle of Trust and Accountability Video
Failure Video
Break (10 mins) 8:50 – 9:00
Strategy Creation and Strategic Planning 9:00 – 10:40 Rashna Barge
Overview of the three components of
The HM Business System Model
(An interactive exercise highlighting the
inter-connectedness of our Strategy Creation
Process and our Strategic Planning Process)
Break (5 mins) 10:40 – 10:45
Kaizen Events 10:45 – 12:00 Wes Waldo
The SCORE Methodology
Writing the Kaizen Charter
Break for Lunch 12:00 – 12:30
(Lunch Option Provided)
Daily Management System
Daily Tiered Huddles and Huddle Boards 12:30 – 1:45 Cliff Sloan
Daily Tiered Huddles
Huddle and Communication Boards
Huddle Video and Assessment Tool
Leadership Standard Work 1:45 – 2:35 Wes Waldo
The Purpose of LSW
The LSW Toolkit
Exercise: What 3 Things Do You Want to Make a Habit?
Rounding
Break (10 mins) 2:35 – 2:45
A3 Problem Solving 2:45 – 3:45 Wes Waldo
The Eyelash Learning Curve
Exercise: Which Tool When?
The A3 Problem Solving Model
The Basic Tools
5S and Visual Management 3:45 – 4:30 Wes Waldo
The Lego Tower Exercise
Basic 5S
Basic Visual Management
Available Credit
- 7.25 AMA PRA Category 1 Credit™
Houston Methodist is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.
Houston Methodist designates this Live activity for a maximum of 7.25 AMA PRA Category 1 Credit™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
- 7.25 Attendance
- 7.25 Nursing Contact Hours
Houston Methodist is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation.
Houston Methodist will award up to 7.25 nursing professional development contact hours for this activity.