PINNACLE CASE 2017Laurajeanne Fligor and Megan Six

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PINNACLE SPEAKER PROFILE

LAURAJEANNE FLIGOR

• Manager

• DHG Healthcare

• Cleveland, Ohio

PINNACLE SPEAKER PROFILE

MEGAN SIX

• HCC Talent Engagement

Manager

• DHG Healthcare

• Virtual Ohio

Pinnacle Case Deliverables and Timeline

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Monday Tuesday Wednesday ThursdayD

ELIV

ERAB

LE

Enterprise Report (focus: Strategic and

Clinical Considerations)

Financial Health and Performance Report

Team Preparation // Executive

Status Report

Team Delivery //Executive

Status Report

TIM

E C

OM

MIT

MEN

T • Analysis & Discussion: 30 mins.

• Deliverable Production: 30 mins.

• Analysis & Discussion: 30 mins.

• Deliverable Production: 30 mins.

• Report Out: 30 mins.

• Analysis & Discussion: 45 mins.

• Deliverable Production: 45 mins.

• Presentation: 25 mins

• Q&A: 10 mins

• Feedback: 10 mins.

REQ

UIR

EMEN

TS

• Deliverable: 10 minute video

• Delivered by no more than 3 team members who are part of Healthcare Finance, Reimbursement, Revenue Cycle and Compliance, Assurance, Transaction Advisory Services, IT Advisory, DHG Search and PSG

• Deliverable: 15 minute zoom discussion with Wellton CFO

• Delivered by no more than 3 team members who are part of National Strategy Practice, Enterprise Intelligence, Tax, IT Advisory, DHG Search and PSG

• Presentation using no more than five slides:• Three prepared• Two team created

• Derived from the findings from the first two deliverables with additional emphasis on Risk Capability, Enterprise Performance Optimization and DHG Healthcare's services

• Only Pinnacle Team members

• Full team engagement

Enterprise Performance OptimizationPinnacle Case 2017 Overview

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Execution Deficit

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“A recent survey of more than 400 global CEOs found that ‘executional excellence’ was the number ONE challenge facing corporate leaders in Asia, Europe and the U.S., topping a list of some 80 issues.”

HBR - March 2015

Enterprise Performance Optimization - Closing the Execution Deficit

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Enterprise Performance Optimization (EPO)

• The process of monitoring performance across the enterprise with the goal of improving business performance.

• An EPO system integrates and analyzes data from many sources, including, but not limited to, e-commerce systems, front-office and back-office applications, data warehouses and external data sources.

• PerformanceSync™ is DHG Healthcare’s proprietary technology platform that when coupled with our differentiated approach, closes the execution gap.

EPO Capabilities

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Our ApproachUnderstand

Plan

Achieve

Plus

Jump Start Architect

BuildSustain Extend

Execute

Activation

UnderstandCurrent StructureCurrent ProcessKey EI SystemsResource Deployment

PlanPurpose & VisionSolution Capability IntegrationDecision Making & Governing StructureEPO Guiding Principles

ExecuteEPO Framework ConstructionAction Plan BuildMilestone & KPI ApprovalGo / No-GoCommunication Plan Kick Off

AchieveImplementation OversightAccountability & Performance TrackingCorrective AmplificationCommunication Plan Continuation

PlusLessons LearnedPlaybook Engagement & ArchiveProcess & Structure Improvement ImplementationCommunication Plan Continuation

DeliverableFoundation Summary

DeliverableVision Guide

DeliverableFramework SummaryExecution Playbook

DeliverableSuite of EPO Monitoring Aids

DeliverablePlus Plan

EPO Impact

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Next Steps

Wellton Executive Team Status Report

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Prepare a 25 minute presentation to Wellton’s Executive Team summarizing key observations and recommendations for next steps. The team presentation should address the following topics:

• Risk Capability 2.0 perspective and relevance to Wellton’s 2025 Vision and current state

• Key clinical, strategic and financial considerations for execution, derived from the findings from the first two deliverables

• DHG Healthcare’s recommend approach and capabilities to address key considerations

• Articulation of Enterprise Performance Optimization and PeformanceSync the team will use to help Wellton plan, measure and validate the selected initiative

• PeformanceSync accessible for custom action plan creation but not required

Presentation Directions

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Presentation Breakdown• Presentation: 25 mins• Q&A: 10 mins• Feedback: 10 mins.

Presentation using no more than five slides:• Three prepared• Two team created

Presentations derived from the first two deliverables with additional emphasis on Risk Capability and DHG Healthcare's services• Only Pinnacle team members in room presenting• Access SharePoint site for sample slides and PowerPoint template

• Presentations due to Laurajeanne Fligor by 6:30 p.m. ET

Case Study Points – Areas of Focus

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• Accurate and thoughtful connection to Risk Capability 2.0• Compelling level of urgency and relevance to Wellton's situation• Correct application and articulation of DHG Healthcare’s product solutions and services• Compelling and logical articulation of key clinical, financial and operational considerations • Compelling articulation of Wellton's execution risks and recommendations to address risks • Level of appropriate demonstration of active listening during presentation and Q&A• Followed direction and submitted content on time

How to be an EFFECTIVE Listener during executive conversations?

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Face speaker.

Paraphrase. Empathize. Ask questions only to ensure understanding.

Listen and try to picture what the speaker is saying.

Wait for the speaker to pause to ask clarifying questions.

Keep an open mind.

Be attentive, but relaxed. Maintain eye contact.

MEGAN SIXHCC TALENT ENGAGEMENT MANAGERVIRTUAL OHIO740-590-4844 // megan.six@dhgllp.com

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LAURAJEANNE FLIGORMANAGERCLEVELAND, OHIO330-231-2897 // laurajeanne.fligor@dhgllp.com