leadership meeting...jan 08, 2019  · • data is not “copied” or “duplicated” • data is...

Leadership MeetingJanuary 8, 2019

WELCOMEBrian Fitzgerald

2

EASTERSEALS VISION 2023

Brian Fitzgerald

3

4

Grand Strategy

5

2017 - 2018NOW

2019 - 2020IMMEDIATE FUTURE

2020 - 2023FUTURE

Execute new vision that optimizes customer and consumer value and Easterseals achieves financial success

Optimize current fee for service model for consumer value and financial performance

Create framework, path, resources, and timing to transition to the new funding model and improved consumer experience

6

PEOPLE Mold individual talent into organizational capability.

• Leadership Development• Workforce Competency

ARCHITECTURECreate the organizational design to execute operations and service delivery.

• Population Management• Clinical and Compliance

department

ROUTINES Refine workflow, daily operations and communications, both formal and informal.

• Engage for change (Technology Infrastructure)

• LEAN

CULTUREReinforce our values, belief and behaviors.

• Incentives and Compensation• Performance Management

Grand Strategy

100TH ANNIVERSARY VIDEO

Brian Fitzgerald

7

Celebrating 100

8

100% DEDICATED • 100% POSSIBLE • 100% CAPABLE • 100% INCLUSION

9

BUILDING A BETTER HR TEAM FOR YOU

Michael OwenChief HR Officer/General Counsel

10

HR Areas

11

Onboarding Operations Talent Management

• Hiring

• Training

• Compliance

• Internships

• Benefits, 403b…

• LOA

• Employee Records Mgmt.

• Employee Verifications

• H & W

• Safety

• Employee Relations

• Employee Engagement

• Coaching

• Performance Management

• Org Dev/Design

• Employee Recognition

• Special Projects

HR Onboarding Team

12

Sandy Espinoza, Onboarding Manager

Anna ChandlerTalent Acquisition Specialist

Michelle RoccoTalent Acquisition Specialist

Colleen HoffmanCompliance Manager

Winzree JohnsonOnboarding Specialist (FIS)

Remiah Soto Onboarding

Specialist (FIS)

HR Operations

13

Lorraine Meltzer Benefit Administrator

Cheryl BuffalinoData & File Management

Danielle StrobridgeHR Generalist (LOA)

James Richardson Health & Wellbeing Coordinator

Keisha LondonAdmin Assistant (FIS)

Susan Koneschusky, SHRM SCPHR Operations Manager

Janet MarinelliHR Coordinator (FIS)

HR Talent Management

14

Penne Gabel, SHRM - CPDirector of Talent Management

Carina GoldbachHR Generalist

Farah Patel-BaigEmployee Relations Specialist

QUESTIONS??

The HR Team will provide the most responsive service by emailing

HRSupport@nj.easterseals.com

15

HR EMPLOYEE WELLNESSSusan KoneschuskyJames Richardson

16

Employee Health & Wellbeing

17

Employee Health & Wellbeing

18

Physical Health

Wellbeing

Financial Wellness

Employee Health & Wellbeing

19

• Culture is the set of shared beliefs, attitudes, values, goals, and practices; how we live, and a way of life

• Health and Wellbeing adopted as a value of our organization… not yet intrinsic part of our culture

Engage for Change: A Culture of Wellbeing

Employee Health & Wellbeing

20

Physical Health• Preventative Screening• Annual Adult Preventative Visit

Wellbeing• *NEW Resources for Living EAP

Financial Wellness• Retirement Participation• Beneficiary Selected

Current Participation

45%26%

Targets

>65%>40%

12/1/18 >40%

46%17%

>60%>90%

Employee Health & Wellbeing

21

Indicators of a Culture of

Wellbeing

Platforms:✓ Team Time, H&W Education

✓ Monthly H&W Presentation

✓ Participation

✓ Weekly Wrap H&W Clicks

✓ Engagement Survey Participation

✓ Work/Life Balance (i.e., PTO)

Employee Health & Wellbeing

22

Employee HW Monthly Calendar 2019

January

Engage for Change

Education Content

Cultural Journey Physical Health Wellbeing Financial Wellness

Ideal Weight Preventative Care Employee Assistance Financial Fundamentals

February

Engage for Change

Education Content

Cultural Journey Physical Health Wellbeing Financial Wellness

Physical Active Challenge

Heart Health Mindfulness Planning for the Future

March

Engage for Change

Education Content

Cultural Journey Physical Health Wellbeing Financial Wellness

Nutrition Awareness Nutrition: Portion Control

Your Time - Replenishment

Planning for the Unexpected

Employee Health & Wellbeing

23

: A culture of wellbeing

Leadership Challenge

• Be Cultural Creatives

• Walk the Talk

• Actively Participate

• Deliver and Support the Message

• Deliver and Support the Message

• Deliver and Support the Message

ENGAGE FOR CHANGE:TECH ENABLED

ENJ Technology Transformation

Ed Chavis

24

TechnologyTransformation – WHY?

25

Driving the Change

• Fee for Service

• Managed Care

• Value Based Outcomes

• Value Based Payments

These objectives are vital to the company’s future & sustainability

• Achieving efficiency and agility

• Ability to meet new demands

• Excellent consumer engagement: providing services anytime and anywhere

• Value Based Outcomes

• Value Based Payments

Technology Transformation – WHY?

26

A Successful Approach

27

Success comes when you have:

• A plan

• Business partnership with information Technology (IT) [or cross collaboration]

• The right tools

Players• Technology Governance Team

• Technology Management Team

Tools• Project Management Tools

• Communication

Technology Transformation Revitalization

28

MOBILE INTEGRATED SUPPORTED BUSINESS

INTELLEGENCE

SINGLE-SOURCE-OF-TRUTH

WILL IMPACT ALL ORGANIZATIONAL SYSTEMS AND SOFTWARE

Technology Transformation Revitalization

29

MOBILEMobile Means:

• Supporting our mobile workforce

• Technology at Point of Service

• Effective process to capture activities and notes

• Focusing on services and not paperwork

INTEGRATION

Integration Means:

• Linking systems

• Single-source-of knowledge and truth

• Connecting with third-party systems

Single Source of Knowledge & Truth

30

Single-source-of-truth

• Data is not “copied” OR “duplicated”

• Data is “immediately available” AND accurate AND the same for everyone

• Data is not “word” or “excel” files

Business Intelligence

• Data becomes knowledge

• Identifies new trends, services and opportunities

• Adapts to new models, i.e. value-based service

• Produces meaningful information

Engage for Change: Tech Enabled

31

Communication

• Weekly Wrap-Up

• In-person tours

• Video

• Webpage

• & much more

Technology Naming Contest

Engage for Change: Tech Enabled

32

Tools & Terms

• Technology Governance Team

• Technology Cross-functional Team

• Additional Subject Matter Experts (As needed)

• Project Management Processes & Tools

Engage for Change: Tech Enabled Plan

33

3 Year Plan – Starting FY 2019, End 2021

START PHASE ELECTRONIC

HEALTH RECORDSCONSUMER PORTAL

CONTRACTMANAGEMENT

RESOURCE SCHEDULING

HUMANRESOURCES

FINANCIAL MANAGEMENT SYSTEM

DATA WAREHOUSE

END PHASE

First Phase: Electronic Health Records

34

Project Milestones Target Date Status

1. Project Initiation

2. RFP Requirements

3. RFP Invitations

4. RFP Proposal Reviews

5. RFP Selection

6. RFP SOW

1. 11/01/2018 - 11/30/2018

2. 12/01/2018 – 1/18/2019

3. 01/21/2019 – 2/15/2019

4. 02/18/2019 – 3/15/2019

5. 03/15/2019 – 4/12/2019

6. 04/15/2019 – 5/10/2019

1. Completed

2. In Progress

PLEASE REMEMBER:Engage for change success starts & ends with YOU!

35

LUNCH

36

BRAND POWERMedia & Crisis Communications Training

To Protect & Build Easterseals New Jersey

Presented by:

37

38

Brand Power = Market Leadership

39

Our “Why” for this Session:

40

Storytelling makes a lastingimpression

• Media placements & Interviews = telling a story

• Crisis response = telling a story

What would you say?

41

Strong Foundation starts with strong, CONSISTENT messaging

42

Delivering Memorable Messages

43

• 100 years

• Empowering adults and children with disabilities, or special needs, along with their families.

• With warmth, respect, deep expertise, and an inherent focus on safety

• We provide opportunities for over 9,000+

• To live, learn, work, and play in NJLIVE LEARN WORK PLAY

Delivering Memorable Messages

44

• Actively change the way the world defines and views disabilities

• By making profound, positive differences in people’s lives every day

• Because we believe in their inalienable rights to live their best life

• Easterseals = All abilities, limitless possibilities (new!)

LET’S TALK MEDIA

45

46

YOU NEVER KNOW HOW MUCH YOU ARE GOING TO GET TO SAY SO BE PREPARED AND PROACTIVE

47

48

Keys to Working with the Media:

49

Interview Basics:

50

Be Prepared• Know what story you’ll tell – and how

• Understand what reporters want

Know Your Role

• Stick to what you know

• Be okay with being you

Take Charge

• Offer information rather than just

answering questions

• Don’t repeat a negative

Bridging Technique

51

Bridging Statement:

• Always answer the question and then “bridge” back to a related key

• Answer, then say, BUT…

Bridging Technique

52

Examples:(Answer the question, then say…)

1. …and Easterseals New Jersey is also [doing] _____.

2. That is a problem [that people with disabilites face], but what a lot of people don’t know is...

3. Earlier, I shared about ______; what’s also important to know is _______

LET’S GIVE IT A TRY!

53

Bridging Technique - Let’s Give it a Try!

54

• Don’t lots of other nonprofits in the State provide the same services as Easterseals?

o Some provide similar services, but Easterseals – in our 100th

year! - offers limitless possibilities to people of all abilities.

• Isn’t it confusing that Easterseals uses that sticker with a lily as its logo?

• Easterseals New Jersey isn’t having its 100th anniversary, is it?

Flagging Technique

55

Tell THEMwhat’s important

LET’S GIVE IT A TRY!

56

Flagging Technique - Let’s Give it a Try!

57

Tell THEM what’s important:

1. The one question I get asked all the time is what makes Easterseals different?

o And I say that it’s how we are making profound, positive differences in people’s lives every day.

2. We’ve covered a lot of ground, but the main points I think people need to understand are: ___________

3. There really are just three things that matter:

1. __________

2. __________

3. __________

Interview Basics: TV

58

• Smile

• Eye contact

• Be interested

• Dress simply

• Stay steady

Interview Basics: Radio

59

• Stand up

• Use a land line

• Be brief

• Be descriptive

• Use soundbites

Be prepared

60

Pre-Interview Worksheet

• Interview Date, Time, Location

• Media Outlet

• Reporter Contact Info

• Story Focus

Key Messages and Support Points

• Potential Tough Questions

• Follow Ups

LET’S TALK CRISIS COMMUNICATIONS

61

Crisis Communications -Best Practices

62

Organization:

• Crisis team with trained spokespeople

• Immediately respond

• Learn all the facts

• Use all platforms

You:

• Adhere to communication protocols

• Know who to call

• Never say no comment

• Know all the organizational key messages

Easterseals NJ Crisis Protocols

63

Review your policy!

Crisis Scenarios for Messages & more

“Easterseals New Jersey recognizes the importance of and correlation between media relations and public trust.

In times of crisis, maintaining effective media relationships will be particularly critical in bolstering public confidence in Easterseals New Jersey as a whole.”

Client Death On-Site

64

• Roleplay

Sexual Harassment

65

• Roleplay

Putting Your Story Into Action

66

Friends & Family

Partners

Local Officials

Schools

Recreation

67

FINANCIAL STABILITYEngaging Donors Through Events

Transforming stakeholders to donors through mission based events

Yasmin Nielsen

68

• The key to developing a consistent stream of donations is RELATIONSHIPS

✓ Once someone connects with an organization they are much more likely to donate again (and again) if they remain connected.

What is Donor Engagement?

69

What is Donor Engagement?

70

• A retained donor increases in value

✓ 10% increase in retention can yield a 200% increase in projected value – each donor has long term value.

✓ Creating, cultivating and maintaining relationships with current donors allows them to have a deeper understanding of the impact of their gift

• New donors are a result of engaging stakeholders and community members

✓ Inspiration: past experience or connection

✓ Recruitment: see/hear our message and we pique their interest

ENGAGEMENT

ADDED VALUE

Who Are You?

71

• Events and Programs allow the community to know WHO we are and WHAT we do

• Brand recognition and awareness are critical to gathering wide spread support

• Understanding our mission leads people to understand WHY their participation is critical

• Events with suggested donation are the best entry point to allow people to experience the impact of Easterseals New Jersey

Who Are You?

72

Current Donors will also benefit when we…

• Detail the needs and the ways that Easterseals New Jersey is helping to solve a problem

• Highlight success stories, statistics and the impact of the gifts made by donors

• Tell our story

Getting Involved

73

What we do AFTER an event is as

important as the event itself

Follow Up

• Events offer us an opportunity to reach out and thank people while providing more information about the impact of our services.

✓ Find out how people want to be connected to us

✓ What interests them?

✓ Why would they support us?

✓ Invite them to volunteer or to a future program

Getting Involved

74

What we do AFTER an event is as

important as the event itself

Current donors appreciate

• Being asked for their feedback

• Personally thanked or recognized at the event/program

• Invited to give suggestions for future programs

• Being asked to serve as a volunteer for a future program/event

Making the Connection

75

Giving is more about the donor than it is about the recipient

Each donor or prospective donor should be engaged in a way that is tailored based on how they came in contact with Easterseals New Jersey and the information gathered while getting to know them

Making the Connection

76

Giving is more about the donor than it is about the recipient

Online

• E-newsletters

• Connections via social media

• Participation in individual fundraising campaigns coinciding with a general campaign

Offline

• Volunteer Opportunities

• Advocacy Opportunities

• Upcoming events and programs

• Subscribe to communications

INNOVATION APPROACHBrian Fitzgerald

77

Innovation

• Innovation is the process of converting knowledge and ideas into better ways of delivering services or improving operations.

• There are two major formats of innovation within organizations.

78

79

Innovation

Exploration: When an organization focuses on learning completely new activities and allows for high variance of success or failure.

Exploitations: When an organization focuses on improving the execution and efficiency of existing strategies while limiting the variance in outcomes. This process is often referred to as continuous improvement.

80

Innovation

Continuous Improvement:

• Resolving Pain Points• Increasing Efficiency• Improving Services• Lower Cost• Use of Technology

81

MEETING ADJOURNED

82

all abilities. limitless possibilities

83