2019-11-06_sdaoust_Meeting notes November 5.docx

Meeting notes November 5, 2019

FULL OFFICE MEETING: NOVEMBER 13, 2019 @ 4:30

Timothy and Sandra to prepare their meeting agenda plans for their employees. Have them ready for Thursday and then distribute between us three so that we can add any points needed.

Timothy/Tim/Sandra to look at CC reports to see what is usable/needed for these meetings

Our assessment to client conversion rate is down. Sandra to work on a script of talking points that CMs can use when calling to confirm/book an assessment in order to requalify the lead. (BCM, CTM, financial/budget, l/t planning)

Timothy to book time for CTM training

Vanessa/Joey to book time for BCM and clock in/out training

BIG MEETING NOV 13th:

Tim to work on presentation content and give to Sandra to prepare the PPT presentation

HCA Re-Brand. Use Kathryn’s info for the slides

Management’s commitment to managing/coaching

Talk about weekly meetings, holding people accountable, mentoring

Talk about culture

Discuss updated guidelines for on-call, slack, etc.

We will be focusing more on training (intake, assessment, etc.).

Need to develop training modules (basic intake, produce knowledge – BCM/CTM, Cost and finance, mastering the intake, closing the assessment, role playing

Sandra to talk about focusing on the positive side of our caregivers

Present idea of identifying star caregivers every week to have Tim reach out and thank them.