xlsx
Sheila Lively - Onboarding Calendar.xlsx
- Source
- root
- Modified
- 2026-03-31 17:07:24
- Size
- 59 KB
--- Sheet: Current --- | GM Onboarding Training Calendar | | | | | | | | | Sheila Lively- Regional Manager | | | | Signed By | | | | | | | | | Timothy Thomas | Sheila Lively | | | | Topic | Date Completed | Resources | Duration | Notes | | | | | Human Resources | | | | | | | | | Performance | | Location Specific | Manager Discussion | | | | | | Pay | | Location Specific | Manager Discussion | | | | | | Time Away From Work | | | Manager Discussion | | | | | | IT & Account Setup Reminders | | | | | | | | | Account Log-in Info | | | Manager Discussion | | Sheila Lively | | | | Brex | | | Manager Discussion | | Sheila Lively | | | | CAREZone | | | Manager Discussion | | | | | | Coupa | | | Manager Discussion | | Sheila Lively | | | | Google Suites: Vacation Auto Responder | | | Manager Discussion | | Sheila Lively | | InContact | | | Manager Discussion | | | | | | Laptop, Cellphone, Voicemail | | | Manager Discussion | | Sheila Lively | | | | Medallia | | | Manager Discussion | | Sheila Lively | | | | PandaDoc | | | Manager Discussion | | | | | | Salesforce | | | Manager Discussion | | | | Saviynt | | | Manager Discussion | | | | Tableau | | | Manager Discussion | | Sheila Lively | | WellSky | | | Manager Discussion | | Sheila Lively | | Workday | | | Manager Discussion | | Sheila Lively | | | | Zoom Phone | | | Manager Discussion | | Sheila Lively | | Resources | | | | | | | | | As a General Manager, effectively utilizing our resources is crucial. By optimizing these tools, you will streamline operations, improve client outcomes, and drive innovation within your team. Check out the General Manager Hub for all the resources you'll need to be successful. | | | | | | | | | *General Manager Playbook | | Document | 60 min | | Sheila Lively | | | | Caregiver & Client Matching | | Document | 60 min | | Sheila Lively | | | | Care Plan Template and Audit Checklist | | Document | 60 min | | Sheila Lively | | | | Client Refusal of Care | | Document | 60 min | | Sheila Lively | | | | Client SLA Matrix | | Document | 60 min | | Sheila Lively | | | | Glossary & Acronyms | | Document | 60 min | | Sheila Lively | | | | LTCI Resource | | Document | 60 min | | Sheila Lively | | | | P&L Review Guide | | Presentation | 60 min | | Sheila Lively | | Not open to all viewers | | P&L Dictionary | | P&L Dictionary | 60 min | | Sheila Lively | | | | Payment by Check Guidelines | | Document | 60 min | | Sheila Lively | | Not open to all viewers | | Pipeline Meeting Facilitation Playbook | | Document | 60 min | | Sheila Lively | | | | Service Level Agreement: Client Experience | | Document | 60 min | | Sheila Lively | | | | Service Level Interventions Process | | Document | 60 min | | Sheila Lively | | | | TheKey Care Team | | Document | 60 min | | Sheila Lively | | | | Required Corporate Trainings | | | | | | | | | IT Security Courses | | eLearning | 45 min | | Sheila Lively | | | | Preventing Harassment | | eLearning | 60 min | | Sheila Lively | | | | Workers Compensation Courses | | eLearning | 45 min. | | Sheila Lively | | | | Workplace Violence Prevention (in CA) | | eLearning | 15 min | | Sheila Lively | | | | Local Office & Company Protocols | | | | | | | | | In this section, you will learn about existing processes, protocols, and systems. As a General Manager, your ability to carry out operational plans is crucial for ensuring the smooth functioning of our services and achieving our strategic objectives. You will be able to lead your team to deliver high-quality care, optimize resources, and continually improve operational efficiency. | | | | | | | | | Office layout, expectations, etc. | | Handbook & Discussion | | | Sheila Lively | | | | Emergency Procedures, Incident Reporting | | Handbook & Discussion | | | | | | | Infection Control | | Handbook & Discussion | | | Sheila Lively | | | | Abuse, Theft, Negligence, and Harassment | | Handbook & Discussion | | | Sheila Lively | | | | Elder Abuse Statement | | Handbook & Discussion | | | Sheila Lively | | | | Compliance & Regulations | | | | | | | | | In this section, you will learn about existing processes, protocols, and systems. As a General Manager, your ability to carry out operational plans is crucial for ensuring the smooth functioning of our services and achieving our strategic objectives. You will be able to lead your team to deliver high-quality care, optimize resources, and continually improve operational efficiency. | | | | | | | | | State Compliance Requirements | | Resources | | | Sheila Lively | | | | TheKey COIs | | Resources | | | Sheila Lively | | | | Systems Training | | | | | | | | | Arya Health (coming soon) | | Launch & Process | | | | | | | Google Suite | | eLearning | 15 min | | | | | | InContact | | Video | 44 min | | | | | | PandaDoc | | eLearning | 1 hr 15 min | | | | | | Regulated Intake Stages | | Document | | | Sheila Lively | | | | Salesforce | | Video | 42 min | | | | | | Salesforce Stages | | Document | | | | | | | WellSky | | eBook/Guide | 20 min | | Sheila Lively | | | | Workday | | Job Aids | | | Sheila Lively | | | | Zoom Phone | | Resource in LMS | | | Sheila Lively | | | | Comments | | | | | | | | | Manager: | | | | | | | | | Employee: | | | | | | | | GM Onboarding Training Calendar | | | | | | | | | | | | | | Signed By | | | | | | | | | Manager | Employee | | | | Topic | Date Completed | Resources | Duration | Notes | | | | | TheKey 101 | | | | | | | | | In this section you will find courses that outline the basics of TheKey: who we are, what we do, and how we are different from other companies. | | | | | | | | | Welcome to TheKey | | eLearning | 20 min. | | Sheila Lively | | | | Understanding Who We Serve | | eLearning | 30 min. | | | | | | TheKey Differentiators: Overview | | eLearning | 20 min. | | | | | | Balanced Care Method | | eLearning | 25 min. | | Sheila Lively | | | | Enhanced Dementia Care | | eLearning | 100 min. | | | | | | TheKeyMatch | | eLearning | 20 min. | | | | | | Conceirge Nursing | | Slide Deck | | | N/A | | | | Recommended Activities | | | | | | | | | Meet with Regional Director of Operations Daily | | | | | | | | | Meet with Regional Intake Manager & RDO | | | | | | | | | Department & Role Shadowing | | | | | | | | | Site Tour | | | Sharon | | | | | | Intake Specialist | | | Desiree | | | | | | Shadow Client Success Manager: Assessments, Consents, Care Planning | | | CSM (3) | | | | | | Shadow a Caregiver | | | Anna | | | | | | Caregiver Orientation | | | Anna | | | | | | Client Care | | | | | | | | | In this section, you will learn how to understand and prioritize the needs of our clients. As a General Manager, your role is to ensure that our services are tailored to meet the unique requirements of each client, reflecting our core principles. By fostering a deep understanding of client needs, you will lead your team to deliver exceptional care that enhances the quality of life for our clients and supports their independence. | | | | | | | | | Intake and Customer Service Training | | Presentation | | | | | | | Quality Assurance Visits | | eLearning | CSM | | | | | | Care Types | | eLearning | 20 min. | | | | | | Introduction to Salesforce | | Video | 9 min | | | | | | Salesforce: How to Create a Lead and Convert to Opportunity | | Video | 15 min. | | | | Newer Version in LMS, change Name | | Salesforce: How to Schedule an Assessment on an Opportunity | | Video | 4 min. | | | | Newer Version in LMS, change Name | | Salesforce: How to Update an Assessment and Close an Opportunity | | Video | 3 min. | | | | Newer Version in LMS, change Name | | Salesforce: How to Turn on the Gmail/Salesforce Integration | | Video | 2 min. | | | | Newer Version in LMS, change Name | | Salesforce: How to Use Chatter | | Video | 3 min. | | | | Newer Version in LMS, change Name | | Summer Series 1: Our Story, Your Journey, Unraveling CX | | Video | 120 min. | | | | | | Summer Series 2: Understanding Client Needs | | Video | 120 min. | | | | | | Summer Series 3: Demonstrating Capabilities and Overcoming Objections | | Video | 120 min. | | | | | | Summer Series 4: Person-centered (Re)Assessment: The Foundation of Care | | Video | 120 min. | | | | | | Summer Series 5: Finding the Right Fit: Beyond Task-Based Care | | Video | 120 min. | | | | | | Summer Series 6: Every Office, Every Time: Committing to Person-Centered Excellence | | Video | 120 min. | | | | | | Quality Metrics Training | | Slide Deck | | | | | | | Billing Training | | Video | 50 min. | | | | | | Client Management | | GM Playbook | | | | | | | Understanding the Client Care Agreement | | eLearning | | | | | New one in development | | Employee Care | | | | | | | | | Here, you will learn about and find the resources you’ll need related to the critical aspects of recruiting, hiring, and overall employee care that align with our core values. Your role in attracting and selecting the right talent is vital to maintaining the entrepreneurial spirit and values that drive TheKey’s success. Effective recruiting and hiring ensure that we build a team committed to delivering exceptional care and upholding our mission. In addition to recruitment, you will be equipped with the knowledge and tools to manage various HR functions such as onboarding, training, performance management, and employee relations. By focusing on on our core principles, you will be able to lead your team more effectively, foster a positive work environment, and contribute to the overall growth and sustainability of our services. Ensuring the well-being and development of our employees is key to our success and continuity. | | | | | | | | | Unconscious Bias Training | | eLearning | 20.0 | | Completed in Portal | | Analissa just created a revised training | | Avoiding Discrimination Problems: 5 Keys | | eLearning | 60.0 | | Completed in Portal | | Employee Relations Process Training -- align with new attendance guidelines | | Recommended Activities | | | | | | | | | Meet with Regional Director of Operations Daily | | | | | | | | | Meet with HR Employee Relations | | | | | | | | | Operational Planning | | | | | | | | | In this section, you will learn about existing processes, protocols, and systems. As a General Manager, your ability to carry out operational plans is crucial for ensuring the smooth functioning of our services and achieving our strategic objectives. You will be able to lead your team to deliver high-quality care, optimize resources, and continually improve operational efficiency. | | | | | | | Growth- Protect the Castle needs to be added to this section. Update: Sent request to AW for who to connect with for this info | | WellSky: How-to-Guide eBook | | eLearning | 30.0 | | | | | | | | | | | | | Not open to all viewers | | Recommended Activities | | | | | | | | | 1:1 Tableau Training | | Tim | | | | | | | 1:1 WellSky Training | | Sharon | | | | | | | Sit with scheduler to review overtime impact, review caregiver matching process, and coverage for open visits | | Doris/Claudia | | | | | | | Shadow a General Manager or RDO | | Shaon | | | | | | | Shadow Office Staff | | Doris/Anna | | | Sheila Lively | | | | Discuss on-call process with your RDO | | Sharon | | | | | | | Review collateral ordering process with your RDO | | Tim | | | | | | | Review certification tracking with your Caregiver Manager | | Anna | | | Sheila Lively | | | | Comments | | | | | | | | | Manager: | | | | | | | | | Employee: | | | | | | | | | GM Onboarding Training Calendar | | | | | | | | | | | | | Signed By | | | | | | | | | Manager | Employee | | | | Topic | Date Completed | Resources | Duration | Notes | | | | | Market Analysis & Organizational Strategy | | | | | | | | | In this section, you will learn how market analyses are conducted to inform strategic decisions and drive the growth of our services. As a General Manager, understanding the market landscape is crucial for identifying opportunities, addressing challenges, and staying competitive. Your ability to create a clear, actionable strategy is crucial for driving our mission and ensuring sustained growth and success. By embracing the entrepreneurial spirit and maintaining a focus on our values, you will be able to lead your team effectively, adapt to changes in the industry, and achieve our strategic goals. | | | | | | | | | Strategic Account Planning (SAP) | | eLearning | 60.0 | | | | | | Strategic Account Plan Playbook | | Self-Guided | 120.0 | | | | | | The Sales Enablement Tools Playbook | | Resource | 120.0 | | | | | | TheKey Marketing & Sales Tools | | Presentation | 15.0 | | | | | | SLC Protocol Binder Strategy | | Job Aid | 45.0 | | | | | | SLC Binder Resources | | Resources | 30.0 | | | | | | Managing Your Pipeline | | Document | 60.0 | | | | | | Weekly Deep Dive Pipeline Agenda | | Document | | | | | | | Salesforce Training | | eLearning | 120.0 | | | | | | HCL Salesforce Playbook | | Resource | 60.0 | | | | | | Performance Reporting | | GM Playbook | 10.0 | | | | | | Recommended Activities | | | | | | | | | Discuss the market analysis with your RDO | | | | | | | | | Discuss organizational strategy with RDO | | | | | | | | | Discuss online review management with your RDO | | | | | | | | | Secret shop largest competitors | | | | | | | | | Shadow General Manager or RDO | | | | | | | | | Shadow an HCL | | | | | | | | | 1:1 Tableau Training | | | | | | | | | 1:1 Salesforce Training | | | | | | | | | Review the Strategic Account Plan (SAP) with your HCL | | | | | | | | | Visit top 10 accounts with your HCL during days 60-90 of hire | | | | | | | | | Budgeting & Forecasting | | | | | | | | | In this section, you will learn how to effectively manage budgeting and forecasting to ensure the financial health and sustainability of our home care services. Your role in overseeing budgets and forecasts is crucial for aligning financial resources with our strategic goals. You will ensure that financial planning supports high-quality care, operational efficiency, and the overall growth of our services. | | | | | | | | | Coupa Training | | eLearning | 60.0 | | | | | | P&L Training | | P&L Playbook | | | | | | | Billing and Payroll | | Document | 10.0 | | | | | | Effectively Managing Operating Expenses (OPEX) | | Document | 10.0 | | | | | | Recommended Activities | | | | | | | | | 1:1 Finance Training | | | | | | | | | Meet with Regional Director of Operations Daily | | | | | | | | | Comments | | | | | | | | | Manager: | | | | | | | | | Employee: | | | | | | | | ... (501+ rows, truncated)