1301

at was given to both Mike and Jacque Maples. UCIMC HR is aware of the

o sign the change request for my timecard to change the designation from PTO-
is error could prove to be an issue as only 3 PTO – unscheduled in 6 months
t. KP said no, that he would get it to me in a couple of days. I asked why is that
ble. KP said we will discuss it later, on Thursday. I asked what is Thursday? He
diately reached out to counsel.
end, witnessed by others in my office during a staff meeting in late December
At that meeting I clearly let him know that I planned to work most of the time,
e my FSA. I added the caveat that he knows when I am here or not, because I am
t) and we moved on to the next colleague who defined their projected schedule
my request and KP knew it was fluid and dependent upon my ability to get into a
y 4 or 5, and Ryan and I were the only two people in the department who stuck

rom our prior project. She wanted some assistance pulling data, as I had done in
topic we discussed several weeks ago that involved a project that dovetailed
a asked if I had an interest in helping with the newly launched project that was
ckground knowledge, and situational awareness we both have, she thought my
ort, but I needed clearance from my manager.

50

EXHIBIT 1301-0051

KP sends a meeting request for 1:30pm – 2:30pm January 14, 2016 in the LSS offi
what we will be discussing. Based on KP response to my request to correct the cl
alone. He must have a third party attend our meetings as part of the safety plan
served in that capacity for non-HR matters. For HR matters, Dale Cole, HRBP is to
topics for discussion and I have no visibility to who will attend as the third party.

Evaluations: as of January 14, 2016: In HR Connect

Document Type Begin Date End Date Job Title In P
7/1/2015 6/30/2016 In P
Incentive Goal Document 4/1/2014 3/31/2015 Administrative In P
Annual Performance 4/1/2013 3/31/2014 Analyst In P
Evaluation 4/1/2012 3/31/2013 Administrative In P
Annual Performance 4/1/2011 3/31/2012 Analyst Ackn
Evaluation 3/31/2011 Administrative In P
Annual Performance 11/14/2010 6/30/2011 Analyst
Evaluation 7/1/2010 Administrative
Annual Performance Analyst
Evaluation Administrative
Probationary Performance Analyst
Doc Administrative
Analyst
Incentive Goal Document Administrative
Analyst

See Jan 19 LSS Final Meeting and Celebration at El Torito – Julio 5-6:30

ice. This is keeping me in a blind position as to who will be at this meeting and
lerical error Under the current circumstances KP is not able to meet with me 1:1
due to his threatening and retaliatory behavior in the past. Ryan Roberts has
o attend those meetings. The meeting set for January 14 has no agenda, no
Ryan is not available at that time.

Status Manager
Progress
Progress Kevin
Progress Phillips
Progress Kevin
Phillips
Kevin
Phillips
Kevin
Phillips

Progress

nowledged Dale Cole

Progress

51

EXHIBIT 1301-0052

JANUARY 2016: One on one meetings of LSS staff with the Master Black Belt do

not exist and are not happening:

52

EXHIBIT 1301-0053

Jan 4, 2016:
Jan 5, 2016:

53

EXHIBIT 1301-0054

Jan 6, 2016:

54

EXHIBIT 1301-0055

Jan 7, 2016:

55

EXHIBIT 1301-0056

Jan 8, 2016: Johns Hopkins Certification of Rebecca Brusuelas / Kevin not on in

nvitation from Hopkins… was in Rebecca’s office for the call. 56

EXHIBIT 1301-0057

Jan 11, 2016: Mike Gleason in Berkeley for 5 days of Video training

57

EXHIBIT 1301-0058

Jan 12, 2016: Mike Gleason in Berkeley for 5 days of Video training

58

EXHIBIT 1301-0059

Jan 13, 2016: Mike Gleason in Berkeley for 5 days of Video training

59

EXHIBIT 1301-0060

Jan 14, 2016: Kevin and Dianna meeting x2 - Dale Cole invited in a separate invi

itation??? / Mike Gleason in Berkeley for 5 days of Video training 60

EXHIBIT 1301-0061

Jan 15, 2016: Mike Gleason in Berkeley for 5 days of Video training

61

EXHIBIT 1301-0062

Jan 18, 2016:

62

EXHIBIT 1301-0063

Jan 19, 2016:

63

EXHIBIT 1301-0064

Jan 20, 2016: as of January 19th

64

EXHIBIT 1301-0065

Jan 21, 2016:

65

EXHIBIT 1301-0066

Jan 22, 2016:

66

EXHIBIT 1301-0067

Jan 25, 2016:

67

EXHIBIT 1301-0068



68

EXHIBIT 1301-0069

Jan 26, 2016: This is an ACIP Senior Health Center Pavilion IV Improvement even
from participating by Kevin Phillips – see Goals email dated January 26, 2016:

nt that I should have been participating in to meet my goals but I was prevented

69

EXHIBIT 1301-0070

January 26, 2016 at 10:48am: Here is an email from Kevin Phillips sent to me in r
says my participation is no longer needed in ACIP, that I have met the Threshold g
record I haven’t met it and told Ryan that I still needed further participation. Kev

NOTICE: Kevin did not include Jamie Viramontes, Interim HR Chief for the Medica

response to my email of Friday January 22, 2016 – this email outlines that Kevin
goal – he would have no way of knowing that, he hasn’t asked, and for the
vin is thwarting my growth and participation in events:

al Center in his reply email

70

EXHIBIT 1301-0071

TRANSCRIPT OF EMAIL:

From: Phillips, Kevin
Sent: Tuesday, January 26, 2016 10:48 AM
To: Mann, Dianna
Cc: Cole, Dale
Subject: RE: Goals 2015-2016

Hello Dianna,

Thank you for the questions.

ACIP: Threshold for this goal has already been met. Further participation on you
collected.

LSS Events and ROI: Budget for Quarterly events was 10,000 each. Budget for th
depending on the needs of the event we come up with.

SharePoint: The date has been changed to 6/30 and should have been changed w
we may need to identify resources for the new HomePage part of the project. I g
resource, I would suggest starting with IT. While IT no longer has a dedicated reso
resource. As I told you last Fall, I am also willing to consider using an outside con
options to build out the home page.

Again, please cc me on correspondence / emails regarding these activities and on

Thank you,

Kevin

From: Mann, Dianna
Sent: Friday, January 22, 2016 5:27 PM
To: Phillips, Kevin
Cc: Cole, Dale; Viramontes, Jamie
Subject: Goals 2015-2016

ur part is not needed. Measurements for Target and Outstanding are being

he next event would be 10,000, but like last Fall, we may go higher if needed

with the goal. Regarding resources, as was conveyed in the previous meetings,
gave direction and suggestions last Fall. If Marketing no longer has a suggested
ource, the work was distributed to other staff. Kwang may also be a viable
ntractor / consultant. I expect you to come back to me and the team with viable

n team meetings regarding the above.

71

EXHIBIT 1301-0072

Hello Kevin,

I see via email notification that my goals for 2015-2016 were recently amended b
second email notification correctly, it appears that you finalized my goals on Janu

ACIP:

I am very happy to be rejoining this effort, and to be given the opportunity to hel
the goal. He mentioned that he discussed this with you this week.

LSS Events and ROI:

1. EVENTS: I scheduled a meeting for February 2nd with the Black Belts
event. In the “Outstanding” category you make mention of two (2) e
(December 4, 2015 Networking Lunch), I just want to confirm that th
dollars.

2. ROI: I have reached out to the Black Belts for ROI, they have nothing
responsible for these reports (ROI and Pipeline), but that the team ne
will update you as I await numbers from the team, they are working o
result of projects you have been involved in, namely, the Urgent Care
do. Thank you in advance for that.

SharePoint:

I have a couple of concerns about this goal that I would like to address:

1. Goal Completion Due date of January 31, 2016: Portions of the Sha
schedules in IT/IS, the lack of a dedicated SharePoint expert as a reso
31, 2016, clearly prevents me from achieving the level of success and
impossible ask for someone who is not a SharePoint expert, as I am n
date is an oversight.

2. In the October 2015 team meeting discussion centered around the d
exceeded the abilities of members of our LSS department and need t
our next meeting that the SharePoint resource was no longer at UCI,
of redesigning and correcting the technical bugs in the LSS SharePoin
Networking Event and the SharePoint topic was not addressed any fu

3. Achieving the “Outstanding” metric in the SharePoint goal relies heav
influence and succeed in working toward the final goal, but need a m
this goal.

by you in the HR Connect system on January 19, 2016 and if I am reading the
uary 20, 2016 @ 5:47pm.

lp make an impact on our Ambulatory patient experience. I updated Ryan on

as an initial touch base meeting to potentially brainstorm some ideas for an
events of 500 or more attendees. We have one under our belt already
he budget exists for me to meet this goal and what that budget would be in
g to report at this time. As you stated in our final team meeting of 2015, I am
eeds to give these results to me, I must have data to deliver on this objective. I
on getting those to me. Also I believe that you will have some ROI to report as a
e project. Whenever you are able to get that information to me please

arePoint goal require meetings with IT/IS and possibly Marketing. Impacted
ource, and a runway of seven (7) business days to complete the goal by January
d the objectives that I would like to achieve. The current timeline represents an
not a SharePoint expert. I thought that perhaps the January 31, 2016 deliverable

development of our SharePoint site, you commented the “we have likely
to reach out to Marketing and IT/IS”. I did that and reported back to the team at
and that this left us with no internal technical support to enlist in our endeavor
nt site. Attentions in the department then turned to quickly deliver a large scale
urther up to the point of your submission of my goals this week.
vily on the help and performance of others (IT/IS). I welcome the challenge to
more realistic and appropriate time frame with which to attempt to accomplish

72

EXHIBIT 1301-0073

Am I to understand that by way of the assigned completion date of 1/31/2016 sta
program this platform (SharePoint) and completely program the LSS SharePoint s
for clarification on your expectations.

What I have already done to move the SharePoint effort along:

1. October 2015 met with Daphne Tam in Marketing to discuss the limitatio
perhaps we meet with Sri in IT/IS to discuss assignment of a SharePoint r

2. Reported back to the team on the cost of a website vs SharePoint site an
3. Created a tracking list in the Share Drive and made the changes to permis
4. Scanning of old project files – all of the historical project files that are in m

anticipation of a migration to a new/updated SharePoint site. If any mor

Perhaps breaking this LSS SharePoint project into sections with more realistic del
will have to get on the calendars of IT/IS professionals for meetings, and they are

Please advise. Thank you.

Best regards,

Dianna

Dianna Mann , CLSSGB, CHTS
Process Improvement Analyst
Lean Six Sigma
UC Irvine Health
101 The City Drive, Building 53 Suite 125, Orange, CA 92868
Internal Mail: Route 85
Tel: 714-456-7185
[email protected]
ucirvinehealth.org

ated in the goal document that it is your desire and expectation that I learn to
site to meet the specifics in the goal within seven (7) business days? I am asking

ons of SharePoint given the LSS vision of the site. Daphne suggested that
resource for our institution.
nd the information that a dedicated resource no longer existed.
ssions and audience that were requested by you.
my possession have been scanned and uploaded to the Share Drive in
re files reside in your office I will need access to them to finalize the scanning.

liverable dates more appropriate for the work load and the understanding that I
e not easy to get meeting time with.

73

EXHIBIT 1301-0074

Jan 27, 2016: This is an ACIP Plaza Primary Care Improvement event that I should
participating by Kevin Phillips – see Goals email dated January 26, 2016:

d have been participating in to meet my goals, but I was prevented from

74

EXHIBIT 1301-0075

Kevin added a meeting with the BB’s on January 27, 2016 at 2:30-4:00 pm in his I
take place on Friday, January 29, 2016: