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Imagine! SmartHome staffers Kevin Harding, Greg Wellems, and Sterling Wind are presenting a series of webinars for members of The American Network of Community Options and Resources (ANCOR). This is the slideshow from their second webinar: Strategically Implementing Technology in Your Organization - Step 2: Prioritization & Planning.
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Greg Wellems,Sterling Wind & Kevin Harding
Imagine!
Strategically Implementing Technology in Your Organization
Step 2: Prioritization & Planning
The Case for Technology
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Incorporated Prompting Software in1995 Software Development and Collaboration
◦CIS – CaseTrakker and SmartView LMS◦MedSupport◦AbleLink Endeavor Desktop
SmartHomes Project Envisioned - 2001◦Bob & Judy Charles SmartHome - June, 2009◦Charles Family SmartHome – June, 2010
SmartSupports Consulting Services◦Outreach - Presentations - Tours
People are living longer Care is becoming increasingly complex Caregivers need more information Workforce Crisis Wellness Promotion Reimbursement Policies Consumer/Family Involvement Funding streams will be more self-directed Waiting lists are growing
The Case for Technology
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Plan for the Future Stagnant Rates and Resources Regulatory Changes Services/Supports Must be More Efficient Change Presents Opportunity Create New Models Replace Existing Models
Organizations Must
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Improve Individual Services/Supports◦Assess Service/Support Needs◦Facilitate Communication/Involvement
Families◦TeleHealth/Education
Improve Organizational Efficiency◦Coordinate Information◦Assess/Evaluate Performance
Benefits of Technology
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Engage in Research and Development◦Design/Develop New Products◦Demonstrate Success/Failure
Create New Service Models◦Address Waiting Lists
Establish/Develop New Partnerships◦Social Ventures
Benefits of Technology
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Smart Supports
Enterprise Applications
RemoteMonitoring
ConsumerAssistive
Technologies
Remote Monitoring Applications◦ 3rd Party Monitoring Services◦ In-House Monitoring
Enterprise Applications◦ Enterprise Resource Planning (ERP)◦ Customer Relationship Management (CRM)◦ E-MAR, Learning Management, Document Imaging
Consumer Assistive and Adaptive Technology◦ Communication Systems◦ Environmental Controls◦ Learning/Prompting Systems◦ Community Navigation/Support◦ Apps/Apps/Apps
Know What’s Out There
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Education - √◦ Applications - √◦ Benefits of Technology - √
Prioritization◦ Analyze “pain” points◦ Greatest Impact
Planning◦ Impacts on the Organization
Implementation◦ Project Management (DIGs)
Maintenance and Support
Inserting Technology into Your Strategic Planning Process
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Prioritization Prioritization
◦ Analyze “pain” points Technology Surveys
• Internal and Company wide◦ Greatest Impact
What is important (3-5 list) What will have greatest impact What is a good building block to launch tech
initiatives Planning
◦ Impact on the Organization
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Assess Capabilities Survey of Current Infrastructure
◦ Hardware◦ Software◦ Connectivity, Internal and External
Existing Functionality◦ ERP, CRM and EHR
Platform Integration Staff Capabilities and Bandwidth
◦ Indentify Technology “Stars”
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Analyze workflow◦ Flowcharts
Information Bottlenecks Geographic area
Assess Risk◦ Health and Safety◦ Medical Monitoring
Regulatory Requirements Reporting Staff Training
Greatest Impact
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Smart
Supports
Project Planning Team Enterprise Integration Group
o Representative of Organizationo Serves as Project Management Teamo Provides Resources to Help Project Succeed
Ensures Appropriate Business Planning with Exit Strategies
Overseeing Architecture / Management Planning & Practices◦ Maps Out Project Goals/Objectives◦ Brainstorming & Problem Solving◦ Scouting for High-Potential Ideas◦ Establishes & Maintains Focus on Priorities
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Project Planning Form
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Improve Learning/Independence Improve Organizational Management Enhance Direct Support Interactions Automate Notification and Prompting Improve Health/Wellness Increase Stakeholder Involvement Support Individual Actions Transparency
Operational Benefits
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Goals and Objectives Responsibilities Budget Organizational Structure & Process
RemoteMonitoring
Enterprise Apps
ConsumerAT
Identifying Processes for Implementing Priorities
Sweet Spot
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Goals and Objectiveso Identified by Survey Resultso Communication Plano timelineso ROI (return on investment)
Responsibilitieso Talent?o Time?
RemoteMonitoring
Enterprise Apps
ConsumerAT
Identifying Processes for Implementing Priorities
Sweet Spot
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Technology Dissemination Plan
© Imagine! SmartSupports Consulting Services
RemoteMonitoring
Enterprise Apps
ConsumerAT
Identifying Processes for Implementing Priorities
Sweet Spot
Budgeto Financial Commitment
& Strategy Organizational Structure &
Processo Capacity (Organization,
Board, Department & Staff)
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Planning For Implementation
Incorporating Areas of Technology?◦ Culture Shock
◦ Organizational control◦ Staff Capacity
Training Resources• Live vs Online
◦ Planning for Functional Skills Screening◦ Education & Planning for Individual Technology
Plans Part of Individual Planning Process Consumers & Families, Case Managers &
Service Coordinators (Buy-in)
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Planning For Implementation
Data Tracking Methodologies Job Expectations & Job Descriptions Staff Training / Staff Training / Staff Training
Budget Feedback Process
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Identify - ”low hanging fruit” Design for Replication Design for Scale Supportive Corporate Structure Seek Collaboration Create and Evaluation Process and Feedback
Loop Advertise/Market Success
◦ Fundraising/Grant Writing
Best Practices -
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Best Practices - Incorporating Consumer Technologies
◦ Technology Screening◦ Individual Technology Plan
Part of Individual Plan Process◦ Data/Tracking Methodology◦ Job Expectations and Job Descriptions◦ Staff Training/Staff Training/Staff Training• Hiring and Recruitment• Group Similar Technology• Curriculum Development• LMS
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Forces you to determine the future of the company in terms of measurable results.
Ensures the company maintains a strategic focus.
Allows time for contemplation and reflection.
Prioritizes the issues that must be addressed to achieve the goals.
Importance of Planning
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Guides effective decision-making and validates allocation of time for managers and employees.
Allows you to anticipate the right opportunities.
Provides a tool for monitoring progress.
Creates a means of communication for the entire company.
Importance of Planning
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Greg Wellems - gwellems@imaginecolorado.org
Kevin Harding - kharding@imaginecolorado.org
Sterling Wind - swind@imaginecolorado.org
Imagine - http://www.imaginecolorado.org/
SmartHome - http://www.imaginesmarthomes.org/
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