CompassCare CompassCare OT Executive TrainingOT Executive Training

Training Session 2Training Session 2

OrientationOrientation

Implementation ReviewImplementation Review

How are you doing?How are you doing? How was your 1:1 meeting with your How was your 1:1 meeting with your

Executive Coach?Executive Coach? Any Executive ICL issues?Any Executive ICL issues?

II.II. Training Process Training Process OverviewOverview

A.A. Embarking on a “Thematic Goal”Embarking on a “Thematic Goal”

Optimize 3 Departments

Communicate Train Staff Streamline Database Marketing

Standard Operating ObjectivesStandard Operating Objectives Administrative IssuesAdministrative Issues Maintain Financial HealthMaintain Financial Health Maintain Patient ServicesMaintain Patient Services Communicate to ConstituentsCommunicate to Constituents Etc . . .Etc . . .

II.II. Training Process Training Process OverviewOverview

B.B. Materials orientationMaterials orientation OT ManualOT Manual Implementation ChecklistImplementation Checklist

II.II. Training Process Training Process OverviewOverview

C. C. Corporate StructureCorporate Structure

Board of Directors

President / CEO

Director of Patient Resources

Director of Advancement

Nurse Manager(Director of

Medical Services)

II.II. Training Process Training Process OverviewOverview

C. C. Corporate StructureCorporate Structure

Patient Resources

Advancement

Medical Services

Mission Intersection:Focus of Executive

II.II. Training Process Training Process OverviewOverview

D. D. Organizational AssumptionsOrganizational Assumptions1.1. It is not the specific medical services a PRC offers that causes a woman to have her baby but rather the It is not the specific medical services a PRC offers that causes a woman to have her baby but rather the

manner in which those services are provided. manner in which those services are provided.

2.2. No sane woman “wants” to have an abortion.No sane woman “wants” to have an abortion. 3.3. Women have abortions because they feel insecure and unsupported.Women have abortions because they feel insecure and unsupported.

4.4. If a woman is afforded peace of mind and security, more often than not she will choose to have her baby.If a woman is afforded peace of mind and security, more often than not she will choose to have her baby.

II.II. Training Process Training Process OverviewOverview

D. D. Organizational AssumptionsOrganizational Assumptions5.5. Medical services are essentially educational in nature and add credibility and professionalism to an organization.Medical services are essentially educational in nature and add credibility and professionalism to an organization.

6.6. Women feel more secure when in a controlled and professional environment.Women feel more secure when in a controlled and professional environment.

7.7. Every appointment with an abortion-minded patient is a sales process.Every appointment with an abortion-minded patient is a sales process.

8.8. The primary product a PRC provides to abortion-minded women is security (e.g. to change fear of the unknown The primary product a PRC provides to abortion-minded women is security (e.g. to change fear of the unknown into confidence in the future).into confidence in the future).

II.II. Training Process Training Process OverviewOverview

D. D. Organizational AssumptionsOrganizational Assumptions9.9. There is a constant effort to refine “what works” in order to interface There is a constant effort to refine “what works” in order to interface

effectively with the surrounding culture: Feedback loops such as Intake effectively with the surrounding culture: Feedback loops such as Intake Sheets, Exit Surveys, and “What to Expect from Your Appointment” forms Sheets, Exit Surveys, and “What to Expect from Your Appointment” forms fuel ongoing organizational training and refinement.fuel ongoing organizational training and refinement.

II.II. Training Process Training Process OverviewOverview

D. D. Strategic ObjectivesStrategic Objectives1.1. To provide the highest standard of service to patients and donors, even beyond their To provide the highest standard of service to patients and donors, even beyond their

expectations.expectations.

2.2. To be operated by people with varying levels of time, talent, or ability. This enables many To be operated by people with varying levels of time, talent, or ability. This enables many people the blessing of participating in erasing the need for abortion.people the blessing of participating in erasing the need for abortion.

3.3. To be a place of impeccable order.To be a place of impeccable order.

II.II. Training Process Training Process OverviewOverview

D. D. Strategic ObjectivesStrategic Objectives4.4. To be a place of the highest professional standards of excellence. (For example, this would To be a place of the highest professional standards of excellence. (For example, this would

include staff and volunteers observing the dress to code, using the phone system to include staff and volunteers observing the dress to code, using the phone system to communicate messages rather than calling out, never bringing children to work, etc.)communicate messages rather than calling out, never bringing children to work, etc.)

5.5. To document all work done in the PRC in the Optimization Tool.To document all work done in the PRC in the Optimization Tool.

6.6. To provide a uniformly predictable service to both patients and donors.To provide a uniformly predictable service to both patients and donors.

II.II. Training Process Training Process OverviewOverview

D. D. Strategic ObjectivesStrategic Objectives7.7. To utilize a consistent color, dress, and facilities code that has proven results.To utilize a consistent color, dress, and facilities code that has proven results.

8.8. To measure all patient innovations against two primary questions prior to implementation:To measure all patient innovations against two primary questions prior to implementation: Will the innovation cause more abortion-minded women to come to the PRC?Will the innovation cause more abortion-minded women to come to the PRC? Will the innovation cause those abortion-minded women to be more likely to have their baby?Will the innovation cause those abortion-minded women to be more likely to have their baby?

9.9. To provide peace of mind to women facing unplanned pregnancies.To provide peace of mind to women facing unplanned pregnancies.

II.II. Training Process Training Process OverviewOverview

E. E. Training Timeline and ProcessTraining Timeline and Process Executive Training Sessions:Executive Training Sessions:

22ndnd and 4 and 4thth Tuesday of each month for 6 months Tuesday of each month for 6 months GoTo Meeting, Online and Conference CallGoTo Meeting, Online and Conference Call All New Executives, All Coaches, CompassCare StaffAll New Executives, All Coaches, CompassCare Staff New Material, Q&A, ICL ReviewNew Material, Q&A, ICL Review

Executive Coaching Meetings:Executive Coaching Meetings: 11stst and 3 and 3rdrd Tuesday of each month for 6 months Tuesday of each month for 6 months Phone meetingPhone meeting 1:1 with New Executive and Coach1:1 with New Executive and Coach Review of Implementation tasks, challengesReview of Implementation tasks, challenges

II.II. Training Process Training Process OverviewOverview

E. E. Training Timeline and ProcessTraining Timeline and Process Patient Platform Trainings/Q&A SessionsPatient Platform Trainings/Q&A Sessions

11stst and 3 and 3rdrd Monday of each month, 4-6 months Monday of each month, 4-6 months GoTo Meeting, Online and Conference CallGoTo Meeting, Online and Conference Call All new Executives, Nurse Managers, PR DirectorsAll new Executives, Nurse Managers, PR Directors Q&A to discuss assigned Recorded Training Session, ICL Q&A to discuss assigned Recorded Training Session, ICL

itemsitems OT Executive PCG MeetingsOT Executive PCG Meetings

11stst Tuesday of each month, ongoing Tuesday of each month, ongoing GoTo Meeting, Online and Conference CallGoTo Meeting, Online and Conference Call All current OT ExecutivesAll current OT Executives Metrics review, Network-wide Executive Issues, Metrics review, Network-wide Executive Issues,

Innovation DiscussionsInnovation Discussions

II.II. Training Process Training Process OverviewOverview

F. F. Training ExpectationsTraining Expectations Work As a TeamWork As a Team Be VigilantBe Vigilant Maintain ConfidentialityMaintain Confidentiality Attend All Training/Q & A SessionsAttend All Training/Q & A Sessions Complete Implementation Checklists on TimeComplete Implementation Checklists on Time

Next Steps ReviewNext Steps Review

Schedule 1:1 meeting with your Schedule 1:1 meeting with your CoachCoach

Brief review of upcoming ICL itemsBrief review of upcoming ICL items