CompassCare OT Executive Training

1
CompassCare OT Executive Training

• Training Session 5
• Organizational Management

2
Implementation Review

• How are you doing?
• How was your 11 meeting with your Executive
  Coach?
• Any Executive ICL issues?

3
Book Material Review

• The Five Temptations of a C.E.O. by Patrick
  Lencioni

4
Organizational Management

• Objective To train Executives to facilitate
  mission-focused use of human and financial
  resources
• Metrics
• Total Budget / of Pregnant at-risk women served
  Cost per target customer. Target range is
  350-550
• Maintain a score of 8-9 in Team Assessment
  exercise (from The Five Dysfunctions of a Team by
  Patrick Lencioni, pg 192-194) throughout the
  first 12 months of training and implementation

5
Staff

1. Staff Management Structure

6
Staff

• Staff Management Structure
• Core staff management
• Core staff development

7
Volunteers

1. Unpaid Staff (Managing the Non-Profit
   Organization by Peter Drucker)
2. Setting expectations
3. Board members as volunteers

8
Key Organizational Management Tools

• Weekly Core Staff Meeting
• Agenda, see next slide

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Key Organizational Management Tools

• Weekly Core Staff Meeting
• 11 core staff meetings
• Professional Development Plan, see next slide

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Key Organizational Management Tools

• Weekly Core Staff Meeting
• 11 core staff meetings
• List of Things Executive Must Know
• See document, next slide

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Key Organizational Management Tools

• Weekly Core Staff Meeting
• 11 core staff meetings
• List of Things Executive Must Know
• Employee Development and Performance
• Employee Performance Evaluation form, see next 3
  slides

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Communication

1. Cascading
2. Creative
3. Constant

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Next Steps Review

• Brief review of upcoming ICL items
• Take Executive survey