leadership meeting...jan 08, 2019 · • data is not “copied” or “duplicated” • data is...
TRANSCRIPT
Leadership MeetingJanuary 8, 2019
WELCOMEBrian Fitzgerald
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EASTERSEALS VISION 2023
Brian Fitzgerald
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Grand Strategy
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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
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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
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Celebrating 100
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100% DEDICATED • 100% POSSIBLE • 100% CAPABLE • 100% INCLUSION
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BUILDING A BETTER HR TEAM FOR YOU
Michael OwenChief HR Officer/General Counsel
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HR Areas
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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
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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
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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
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Penne Gabel, SHRM - CPDirector of Talent Management
Carina GoldbachHR Generalist
Farah Patel-BaigEmployee Relations Specialist
HR EMPLOYEE WELLNESSSusan KoneschuskyJames Richardson
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Employee Health & Wellbeing
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Employee Health & Wellbeing
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Physical Health
Wellbeing
Financial Wellness
Employee Health & Wellbeing
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• 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
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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
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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
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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
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: 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
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TechnologyTransformation – WHY?
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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?
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A Successful Approach
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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
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MOBILE INTEGRATED SUPPORTED BUSINESS
INTELLEGENCE
SINGLE-SOURCE-OF-TRUTH
WILL IMPACT ALL ORGANIZATIONAL SYSTEMS AND SOFTWARE
Technology Transformation Revitalization
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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
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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
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Communication
• Weekly Wrap-Up
• In-person tours
• Video
• Webpage
• & much more
Technology Naming Contest
Engage for Change: Tech Enabled
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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
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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
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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!
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LUNCH
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BRAND POWERMedia & Crisis Communications Training
To Protect & Build Easterseals New Jersey
Presented by:
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Brand Power = Market Leadership
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Our “Why” for this Session:
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Storytelling makes a lastingimpression
• Media placements & Interviews = telling a story
• Crisis response = telling a story
What would you say?
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Strong Foundation starts with strong, CONSISTENT messaging
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Delivering Memorable Messages
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• 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
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• 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
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YOU NEVER KNOW HOW MUCH YOU ARE GOING TO GET TO SAY SO BE PREPARED AND PROACTIVE
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Keys to Working with the Media:
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Interview Basics:
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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
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Bridging Statement:
• Always answer the question and then “bridge” back to a related key
• Answer, then say, BUT…
Bridging Technique
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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!
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Bridging Technique - Let’s Give it a Try!
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• 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
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Tell THEMwhat’s important
LET’S GIVE IT A TRY!
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Flagging Technique - Let’s Give it a Try!
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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
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• Smile
• Eye contact
• Be interested
• Dress simply
• Stay steady
Interview Basics: Radio
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• Stand up
• Use a land line
• Be brief
• Be descriptive
• Use soundbites
Be prepared
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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
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Crisis Communications -Best Practices
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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
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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
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• Roleplay
Sexual Harassment
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• Roleplay
Putting Your Story Into Action
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Friends & Family
Partners
Local Officials
Schools
Recreation
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FINANCIAL STABILITYEngaging Donors Through Events
Transforming stakeholders to donors through mission based events
Yasmin Nielsen
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• 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?
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What is Donor Engagement?
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• 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?
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• 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?
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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
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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
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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
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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
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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
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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.
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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.
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Innovation
Continuous Improvement:
• Resolving Pain Points• Increasing Efficiency• Improving Services• Lower Cost• Use of Technology
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MEETING ADJOURNED
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all abilities. limitless possibilities
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