Well Vancouver, you're at 5 now, requesting 6 right. GM doesn't count.
On Fri, Nov 10, 2023 at 2:27 PM Timothy Thomas <tt@thekey.com> wrote:
> Vancouver: 108 clients = 5.4, at 6 now requesting 7 (remember we have high
> concentration of 24/7s)
> Calgary: 49 clients = 2.5, at 3 + Dennis, remaining at 3 for now with
> Dennis supporting intakes as needed.
> Winnipeg: 44 clients = 2.2, at 2 requesting 3 for cg facing role.
> Toronto: 114 clients = 5.7, at 6 and holding steady with upgrades
> Montreal: 114 clients = 5,7, at 6 and remaining at 6 with new hires to
> replace Dom (on leave) and Desiree moving to TO
>
> On Fri, Nov 10, 2023 at 1:16 PM Chen Xie <chen@thekey.com> wrote:
>
>> Assuming we should have 1 Non-General Manager headcount per 20 Clients
>> (Monthly Active), will you state in each location how many clients we had
>> in October, so we can quickly surmise where we are on track and where we
>> are proposing to be slightly heavy?
>>
>> Thx
>>
>> On Fri, Nov 10, 2023 at 12:30 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi,
>>>
>>> As Canada prepares to shift back to the local leader model I've
>>> identified a few personnel changes that will ensure we can deliver a high
>>> quality, "in person" care model across the country. Here are my
>>> recommendations for each market.
>>>
>>> *Montreal*
>>>
>>> Joey will take the lead as General Manager. Wendy Loper has been hired
>>> to replace Dominique Jacobs who remains on a leave of absence for the
>>> foreseeable future. Desiree Aranjo, who resides in Toronto, will move to
>>> that team. We have identified a replacement, Kim McConnel, who can start
>>> asap. Position to be opened in Workday.
>>>
>>> Current Model Current Title New Model New Title
>>> Joey Taylor Regional Solutions Joey Taylor General Manager
>>> Maria Licoudis Success Maria Licoudis Client Care
>>> Dominique Jacobs (on-leave) Success Wendy Loper Client Care
>>> Melissa Caltagirone Staffing Kim McConnel Client Care
>>> Nikita Moreau Staffing *Dominique Jacobs (on-leave)* *Client Care*
>>> Carolyn Daoust Ambassador Melissa Caltagirone Staffing
>>> Desiree Aranjo Solutions Nikita Moreau Staffing
>>> Total 7 Carolyn Daoust Ambassador
>>> Total 7
>>>
>>> *Greater Toronto*
>>>
>>> Cheryl Cartwright will assume the role of General Manager. I'm concerned
>>> that she has not bought into the new model and recommend that we look to
>>> upgrade. I would like to use a headhunter to identify a new leader for
>>> Greater Toronto that has experience working in both public and private home
>>> care. Desiree Aranjo will replace Taylor Cleland who will be terminated. We
>>> are looking to upgrade Allison Brennan and Poulami Shah but have yet to
>>> find suitable candidates.
>>>
>>> Current Model Current Title New Model New Title
>>> Cheryl Cartwright Regional Success Cheryl Cartwright General Manager
>>> Allison Brennan Success Allison Brennan (on PIP) or upgrade Client Care
>>> Poulami Shah Success Poulami Shah or upgrade Client Care
>>> Tyler Ferguson Staffing Tyler Ferguson Employee Care
>>> Amrita Veena Staffing Amrita Veena Employee Care
>>> Kathryn Nestor Ambassador Kathryn Nestor Employee Care
>>> Taylor Cleland Solutions Desiree Aranjo Client Care
>>> Total 7 Total 7
>>>
>>> *Winnipeg*
>>>
>>> Chuck Terlesky will take over as General Manager for both the Winnipeg
>>> and Calgary markets and will spend time in each. Dennis Fancy will continue
>>> to support intake across western Canada until we can hire another client
>>> care manager in Vancouver. Once this has been completed, he will become a
>>> hybrid sales / client care manager for the Winnipeg market. As caregiver
>>> support functions for Winnipeg are currently managed in Calgary, I
>>> recommend hiring an Employee Care Manager to support local operations. As
>>> revenue grows we can consider hiring a Winnipeg based General Manager.
>>>
>>> Current Model Current Title New Model New Title
>>> Chuck Terlesky - Based in Calgary Regional Success Chuck Terlesky -
>>> Based in Calgary General Manager
>>> Brian Boxall Success Brian Boxall Client Care
>>> Dennis Fancy Success Dennis Fancy Client Care
>>> Total 2+1 New Hire (not budgeted) Employee Care
>>> Total 3+1
>>>
>>> *Calgary*
>>>
>>> Chuck Terlesky will manage the Calgary office. Slightly heavy on the
>>> caregiver facing roles, however budgeting for strong growth which will
>>> support this team and the addition of a second client facing role this
>>> year. Dennis Fancy will continue to support intakes for the time being as
>>> we have 46 clients and are planning for growth.
>>>
>>> Current Model Current Title New Model New Title
>>> Chuck Terlesky Regional Success Chuck Terlesky General Manager
>>> Shawntel Sousa Success Shawntel Sousa Client Care
>>> Shyanne Hansen Scheduling Shyanne Hansen Employee Care
>>> Chandani Patel Ambassador Chandani Patel Employee Care
>>> Dennis Fancy - Remote Solutions Total 4
>>> Total 4+1
>>>
>>> *Vancouver*
>>>
>>> Sharon Speirs will assume the role of General Manager for Vancouver.
>>> Dennis Fancy who currently runs solutions remotely will stay on until we've
>>> hired and trained a third client care manager. This position was accounted
>>> for in my budget.
>>>
>>> Current Model Current Title New Model New Title
>>> Sharon Speirs Regional Solutions Sharon Speirs General Manager
>>> Cathy Gerth Success Cathy Gerth Client Care
>>> Vanja Bezdrop Success New Hire Client Care
>>> Doris Lou Staffing Vanja Bezdrop Client Care
>>> Claudia Vasquez Staffing Doris Lou Employee Care
>>> Anna Ranay Ambassador Claudia Vasquez Employee Care
>>> Dennis Fancy (remote) Solutions Anna Ranay Employee Care
>>> Total 6+1 Total 7
>>>
>>> *On Call*
>>>
>>> On-call in Canada is managed by a team of 5 support managers. In October
>>> we piloted Frax intakes for after hours calls. Unfortunately the experience
>>> was poor as the call center had difficulty identifying Canadian offices and
>>> the callers were immediately turned off knowing that they were dealing with
>>> the US. The solution we have identified is to use Karianne Morais
>>> exclusively for after hour intakes and fast starts Canada wide. She can
>>> also manage salesforce / pandadoc and clearcare.
>>>
>>> The field remains involved in after-hour on-call rotation on certain
>>> weekday nights. Ideally we would remove this burden with frax first aid but
>>> I'm not confident the experience will be any better. My recommendation
>>> would be to add a 6th part time on-call manager. The financial impact would
>>> be minimal as we currently pay a stipend to the field team for supporting
>>> on-call on weekday nights and this would go away. This is not an immediate
>>> need.
>>>
>>> Current Model Title
>>> Karianne Morias (PT) Intakes
>>> Mina Levy (PT) Montreal
>>> June Lapointe (PT) Toronto
>>> Gaganpreet Kaur (PT) Calgary / Winnipeg
>>> Robin Behl (PT) Vancouver
>>>
>>>
>>> Thank you
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <tt@thekey.com>
>>> (514) 591-9387
>>> TheKey.ca <https://www.thekey.ca/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>
>>
>> --
>>
>>
>> *Chen Xie*CSO |
>> *TheKey*650-208-2390
>> [image: TheKey] <https://homecareassistance.com/>
>>
>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>
--
*Chen Xie*CSO |
*TheKey*650-208-2390
[image: TheKey] <https://homecareassistance.com/>