Hello Care Solutions and Client Success Team Members,
Thank you all for attending our final Summer Series Training. We hope you
enjoyed it as much as we did, and took away some valuable tools and
resources to help you in the field.
Below are the resources and Next Steps/Homework for you all.
Full Recordings and Decks for the entire Summer Series
-
Week 1 - TheKey: Our Story, Your Journey - Unraveling the Customer
Experience
-
Recording: HERE
<https://drive.google.com/file/d/1OkVWY8Bja9Zremh2Hqqmf4DnECm9gpnl/view?usp=sharing>
-
Videos can be found within the deck, but for convenience we linked
them here:
-
The Balanced Care Method Explained! <https://youtu.be/hMmF7faBtPM>
-
TheKey’s Balanced Care Method <https://youtu.be/DZO-te2Z8uI>
-
Dementia Care Done Right
<https://www.youtube.com/watch?v=CrZXz10FcVM&t=229s>
-
TheKey Office Roles <https://youtu.be/D6RscgsYg84> - Irvine team
providing an overview of roles
-
Welcome to TheKey <https://youtu.be/OBY2w76-8Fo> - Hearing from
our co-workers on why they love working for TK
-
Presentation Deck: HERE
<https://docs.google.com/presentation/d/1yyajx3ijMm14VDXNjgTaW2XN5OHxYRjfCAXfl1IsNng/edit?usp=sharing>
-
Week 2 - Understanding Client Needs: Effective Communication through the
Client Interview
-
Recording: HERE
<https://drive.google.com/file/d/1GFnTGeK1XXu1qcV4ry_V_jG720VtYoOC/view?usp=sharing>
-
Videos can be found within the deck, but for convenience we linked
them here:
-
Letters to my Son <https://youtu.be/Q-sJRpd1nys>- Jean Case Study
-
Presentation Deck: HERE
<https://docs.google.com/presentation/d/1XSF3yDh29aRWWmwZ4CR6HbfpR9-AskIFXXp75ejgGRs/edit?usp=sharing>
-
Week 3 - Demonstrating Capabilities and Overcoming Objections
-
Recording: HERE
<https://drive.google.com/file/d/1gE_dTLqM4O858fNTNgcXfHIdVX4va__8/view?usp=sharing>
-
Presentation Deck: HERE
<https://docs.google.com/presentation/d/1O4FJwAd27eLlFQWKekI60tborizRw1BRuhX2pFKFYRk/edit?usp=sharing>
-
Week 4 - Person Centered (Re) Assessment: The Foundation of Care
-
Recording: HERE
<https://drive.google.com/file/d/1KvUMvu0pFvVsr2mxjVlyb2VRvITQwYf9/view?usp=sharing>
-
Simon Sinek -Trust vs. Performance Video
<https://www.youtube.com/watch?v=PTo9e3ILmms&t=2s>
-
Presentation Deck: HERE
<https://docs.google.com/presentation/d/18aGkG5_ZWAzyDS2aPH40NonZGdrSCQadLarQ8O2K4KY/edit?usp=sharing>
-
Week 5 - Finding the Right Fit: Beyond Task-Based Care with TheKey’s
Care Plan
-
Recording: HERE
<https://drive.google.com/file/d/1NJ4hdxpZYZ-cq9DKBtQziwp9omoRK1HK/view?usp=sharing>
-
Jean Video: Letter to my Caregiver <https://youtu.be/yx1TeiB0yD0>
-
Presentation Deck: HERE
<https://docs.google.com/presentation/d/1SbyRvsZct1o86_jNWRpzDm0iuJlwUIwUPcrbwk31ytY/edit?usp=sharing>
-
Important Links:
-
Care Plan Audit
<https://docs.google.com/document/d/1YwrRlhp3k8cALxDeq_35Irxv6QI6V1_Zdi054H2_UwI/edit?usp=sharing>
-
BCM Supplement Tool
<https://docs.google.com/document/d/1s103euinlZdCRt75L5svqjkBHX6oUrw4vFa5usRU500/edit>
-
Week 6 - EveryOffice, Every Time: Committing to Person-Centered
Excellence
-
Recording: HERE
<https://drive.google.com/file/d/1TDU_NbIXeeYchQC1xZFFph7lpiMjuiKv/view?usp=sharing>
-
Presentation Deck: HERE
<https://docs.google.com/presentation/d/11mEbA_Ms0wEbaPi7QFofw-oMdm_rrgiwBreZySXEX6c/edit?usp=sharing>
-
Important Links:
-
Balanced Care Method
<https://drive.google.com/file/d/1tK_HeYgwJmE_FQAk_TA4l6r_jInijwoW/view>
-
Enhanced Dementia
<https://thekey.workplace.com/work/knowledge/1097988554100059>
-
OpenLMS
<https://l.workplace.com/l.php?u=https%3A%2F%2Flearn.thekey.com%2Flogin%2Findex.php&h=AT2wXDPrD2qV1lXSvdIYNEu4bNc22lP6z6S45jSZBgaM2E_9YhIXv_K4wsoipVPmYG95oHaxEuUWtKqB7811QQLFfK0Taqm9qOdwzIsgV4TAYgT5TniY48qirSnRQCv2RmRoc1GQk2ks7BD7y__P1dWvINTdypIEgA>
Workbook - Week 6 content addition - Link HERE
<https://docs.google.com/document/d/1phEOutg8LR2wY90Xy-3OE6SIjtaQyRhaaJQGlSvC04U/edit?usp=sharing>.
To be Copy (C) + Paste (V) into your master workbook (the one with your
name in the title) to work within.
Wk 6 Homework:
-
Update the two care plans you sent to meet the care plan audit
requirements
-
Due by next Wednesday 8/30/23
-
Care Plan Template and Audit Checklist
<https://docs.google.com/document/d/13qYxeOyfnp5LSr_kfQImZuKmZWBByY5SqUr4fJGIKVU/edit?usp=sharing>
-
Update the Care Excellence tracker form that will be sent to you for all
of your existing clients
-
Due by Wednesday 9/6/23
-
Please complete this Mandatory survey
<https://docs.google.com/forms/d/e/1FAIpQLSe8wRfNqILemxjTkbk0plflNj4CLIjwtJlnc--twhnll7U3mw/viewform?usp=sf_link>
by the end of the week.
-
Answer these questions with reflection, transparency, and honesty.
There are no wrong answers!
-
The survey is 100% anonymous.
If there are any additional questions or concerns, please do not hesitate
to reach out training@thekey.com.
Workbook questions can go to Megan Harris megan.harris@thekey.com and
Jackie Summers jsummers@thekey.com.
Have a great week!
From the Desks of,
Dr. Shadi Gholizadeh and Ashley Mirone
On Wed, Aug 16, 2023 at 11:43 AM Jackie Summers <jsummers@thekey.com> wrote:
> Hello Care Solutions and Client Success Team Members,
>
> Thank you all for being on our Week 5 of 6 Summer Series Trainings.
>
> We talked a lot about how important
>
> Below are the resources and Next Steps/Homework for you all.
>
> Full Recordings
>
> -
>
> Week 1 - HERE
> <https://drive.google.com/file/d/1OkVWY8Bja9Zremh2Hqqmf4DnECm9gpnl/view?usp=sharing>
>
> -
>
> Week 2 - HERE
> <https://drive.google.com/file/d/1GFnTGeK1XXu1qcV4ry_V_jG720VtYoOC/view?usp=sharing>
>
> -
>
> Week 3 - HERE
> <https://drive.google.com/file/d/1gE_dTLqM4O858fNTNgcXfHIdVX4va__8/view?usp=sharing>
> -
>
> Week 4 - HERE
> <https://drive.google.com/file/d/1KvUMvu0pFvVsr2mxjVlyb2VRvITQwYf9/view?usp=sharing>
> -
>
> Week 5 - HERE
> <https://drive.google.com/file/d/1NJ4hdxpZYZ-cq9DKBtQziwp9omoRK1HK/view?usp=sharing>
> -
>
> Jean Video - Letter to my Caregiver <https://youtu.be/yx1TeiB0yD0>
>
>
> Presentation Deck - Week 5 - Link HERE
> <https://docs.google.com/presentation/d/1SbyRvsZct1o86_jNWRpzDm0iuJlwUIwUPcrbwk31ytY/edit?usp=sharing>
>
>
> Workbook - Week 5 content addition - Link HERE
> <https://docs.google.com/document/d/1c6Wf2RIcn7-ppoRWNlqMYmR0uk6fSkN7544Ht8ZQeH4/edit?usp=sharing>.
> To be Copy (C) + Paste (V) into your master workbook (the one with your
> name in the title) to work within.
>
> Attendance - Week 5 HERE
> <https://drive.google.com/file/d/1KCkb1sH9YHLF4OAiKPdG5MNTMjqwsW5Y/view?usp=sharing>
> .
>
> Wk 5 Homework:
>
> -
>
> Review the Audit and BCM Tool
> -
>
> Please Review:
> -
>
> 1) Care Plan Audit
> <https://docs.google.com/document/d/1YwrRlhp3k8cALxDeq_35Irxv6QI6V1_Zdi054H2_UwI/edit?usp=sharing>
>
> -
>
> 2) BCM Supplement Tool
> <https://docs.google.com/document/d/1s103euinlZdCRt75L5svqjkBHX6oUrw4vFa5usRU500/edit>
> -
>
> Make updates to the 2 care plans you provided last week based on
> the Care Plan Audit.
> -
>
> **In your workbook, paste in the links for easy review access. **
> -
>
> Please complete this Mandatory survey
> <https://docs.google.com/forms/d/e/1FAIpQLSdIlS6H08vZIZTR4HhyGHpWqyp4UulHiuyBH1k8GCyPOTEaIQ/viewform?usp=sf_link>
> before next week.
> -
>
> We will take your feedback into account when planning the training
> calendar for the year.
> -
>
> The survey is 100% anonymous.
>
>
>
> Upcoming Week 6 Session: (the last session!)
>
>
> -
>
> Wednesday August 23, 2023
> -
>
> Your next week’s workbook content will be provided prior to the next
> session:
> -
>
> Via email and FB Workplace
> -
>
> You should Copy (C) + Paste (V) this into your workbooks and you’ll
> be ready for the next session
>
>
> If there are any additional questions or concerns, please do not hesitate
> to reach out training@thekey.com.
>
> Workbook questions can go to Megan Harris megan.harris@thekey.com and
> Jackie Summers jsummers@thekey.com.
>
> We look forward to continuing this engaging series with you all over the
> coming weeks.
>
> Have a great week!
>
> From the Desks of,
>
> Dr. Shadi Gholizadeh and Ashley Mirone
>
>
>
> Jackie Summers
> Sales Operations Manager
> 951-675-0413
> TheKey.com <https://www.thekey.com/>[image: TheKey]
> <https://homecareassistance.com/>
>
>
>
>
>
> On Tue, Aug 15, 2023 at 12:59 PM Jackie Summers <jsummers@thekey.com>
> wrote:
>
>> Hello everyone!
>>
>> Week 5 of 6 for our dynamic Summer Series Training is tomorrow 8-10am
>> PST.
>>
>> Before tomorrow's session, please open the below link, highlight all of
>> the contents > Copy and Paste the contents into your individual personal
>> workbook (the one shared with you before week 1 with your name in the
>> title).
>>
>> *Week 5 Workbook.
>> <https://docs.google.com/document/d/1c6Wf2RIcn7-ppoRWNlqMYmR0uk6fSkN7544Ht8ZQeH4/edit?usp=sharing>*
>>
>> See you tomorrow.
>>
>> Jackie Summers
>> Sales Operations Manager
>> 951-675-0413
>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>> <https://homecareassistance.com/>
>>
>>
>>
>>
>>
>> On Wed, Aug 9, 2023 at 3:39 PM Jackie Summers <jsummers@thekey.com>
>> wrote:
>>
>>> Hello Care Solutions and Client Success Team Members,
>>>
>>> Thank you all for being on our Week 4 of 6 Summer Series Trainings.
>>>
>>> Great dialogue in all of the breakout room sessions. Hopefully each of
>>> you took away something new about how to approach the digital assessment
>>> and the importance of the care plan details. Next week we will continue our
>>> discussion around the digital assessment and deep diving into the care
>>> plan.
>>>
>>> Below are the resources and Next Steps/Homework for you all.
>>>
>>> Full Recordings
>>>
>>> -
>>>
>>> Week 1 - HERE
>>> <https://drive.google.com/file/d/1OkVWY8Bja9Zremh2Hqqmf4DnECm9gpnl/view?usp=sharing>
>>>
>>> -
>>>
>>> Week 2 - HERE
>>> <https://drive.google.com/file/d/1GFnTGeK1XXu1qcV4ry_V_jG720VtYoOC/view?usp=sharing>
>>>
>>> -
>>>
>>> Week 3 - HERE
>>> <https://drive.google.com/file/d/1gE_dTLqM4O858fNTNgcXfHIdVX4va__8/view?usp=sharing>
>>> -
>>>
>>> Week 4 - HERE
>>> <https://drive.google.com/file/d/1KvUMvu0pFvVsr2mxjVlyb2VRvITQwYf9/view?usp=sharing>
>>> -
>>>
>>> Simon Sinek -Trust vs. Performance Video
>>> <https://www.youtube.com/watch?v=PTo9e3ILmms&t=2s>
>>> -
>>>
>>> Optional Survey
>>> <https://docs.google.com/forms/d/e/1FAIpQLScNwFnSzG8LvFuJ2Wrh4Q2j67OXrr59t62PrqvkPf1a58tKuA/viewform?usp=sf_link>
>>>
>>>
>>> Presentation Deck - Week 4 - Link HERE
>>> <https://docs.google.com/presentation/d/18aGkG5_ZWAzyDS2aPH40NonZGdrSCQadLarQ8O2K4KY/edit?usp=sharing>
>>>
>>> Workbook - Week 4 content addition - Link HERE
>>> <https://docs.google.com/document/d/1HnbqVE6Qb_X5OoDj-Uhr1VC2PaNazfvFOPrisjaoT-Y/edit?usp=sharing>.
>>> To be Copy (C) + Paste (V) into your master workbook (the one with your
>>> name in the title) to work within.
>>>
>>> Attendance - Week 4 HERE
>>> <https://drive.google.com/file/d/1VoiOJS6G9Aiynl2d6JcRiMr-VUqfsFcn/view?usp=drive_link>
>>> .
>>>
>>> Wk 4 Homework:
>>>
>>> -
>>>
>>> Due by Next Week’s Session on August 16th
>>> -
>>>
>>> Please review the two Care Supplements found in this Folder
>>> <https://drive.google.com/drive/folders/1MAbXhe46_JViSqojak6lWrqprWZSgntr?usp=sharing>.
>>> Identify one client appropriate and test at least one supplement out before
>>> next week in whatever way makes sense for your role.
>>> -
>>>
>>> Care Solutions Managers: Identify a new, prospective or recent
>>> client who you think may benefit from one of these supplements (only
>>> Elephant or Turtle tiers)
>>> -
>>>
>>> Client Success Managers: Identify an existing client who you
>>> think would benefit from one of these supplements (only Elephant or Turtle
>>> tiers)
>>> -
>>>
>>> In your workbook, write out what additional information you
>>> uncovered/would have uncovered with the tool.
>>>
>>>
>>>
>>> Upcoming Week 5 Session:
>>>
>>>
>>> -
>>>
>>> Wednesday August 16, 2023
>>> -
>>>
>>> Your next week’s workbook content will be provided prior to the next
>>> session:
>>> -
>>>
>>> Via email and FB Workplace
>>> -
>>>
>>> You should Copy (C) + Paste (V) this into your workbooks and
>>> you’ll be ready for the next session
>>>
>>>
>>> If there are any additional questions or concerns, please do not
>>> hesitate to reach out training@thekey.com.
>>>
>>> Workbook questions can go to Megan Harris megan.harris@thekey.com and
>>> Jackie Summers jsummers@thekey.com.
>>>
>>> We look forward to continuing this engaging series with you all over the
>>> coming weeks.
>>>
>>> Have a great week!
>>>
>>> From the Desks of,
>>>
>>> Dr. Shadi Gholizadeh and Ashley Mirone
>>>
>>>
>>>
>>> Jackie Summers
>>> Sales Operations Manager
>>> 951-675-0413
>>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>>> <https://homecareassistance.com/>
>>>
>>>
>>>
>>>
>>>
>>> On Tue, Aug 8, 2023 at 10:14 AM Jackie Summers <jsummers@thekey.com>
>>> wrote:
>>>
>>>> Hello -
>>>>
>>>> Here is your *Week 4 Summer Series Workbook
>>>> <https://docs.google.com/document/d/1HnbqVE6Qb_X5OoDj-Uhr1VC2PaNazfvFOPrisjaoT-Y/edit?usp=sharing>*
>>>> Content
>>>>
>>>> Please *Copy+Paste* the information in the attached into the bottom of
>>>> your individual workbook (the one with your name on the title) before
>>>> tomorrow's 8/8 8am PST session.
>>>>
>>>> Jackie Summers
>>>> Sales Operations Manager
>>>> 951-675-0413
>>>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>>>> <https://homecareassistance.com/>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> On Wed, Aug 2, 2023 at 3:09 PM Jackie Summers <jsummers@thekey.com>
>>>> wrote:
>>>>
>>>>> Hello Care Solutions and Client Success Team Members,
>>>>>
>>>>> Thank you all for being on our Week 3 of 6 Summer Series Training.
>>>>>
>>>>> We had so many amazing discussions in the breakout room sessions. We
>>>>> hope you enjoyed them as much as we did.Thank you for all of your
>>>>> participation this session, looking forward to discussing the Client
>>>>> Assessment next week.
>>>>>
>>>>> Below are the resources and Next Steps/Homework for you all.
>>>>>
>>>>> Full Recordings
>>>>>
>>>>> -
>>>>>
>>>>> Week 1 - HERE
>>>>> <https://drive.google.com/file/d/1OkVWY8Bja9Zremh2Hqqmf4DnECm9gpnl/view?usp=sharing>
>>>>>
>>>>> -
>>>>>
>>>>> Week 2 - HERE
>>>>> <https://drive.google.com/file/d/1GFnTGeK1XXu1qcV4ry_V_jG720VtYoOC/view?usp=sharing>
>>>>>
>>>>> -
>>>>>
>>>>> Week 3 - HERE
>>>>> <https://drive.google.com/file/d/1gE_dTLqM4O858fNTNgcXfHIdVX4va__8/view?usp=sharing>
>>>>>
>>>>>
>>>>> Presentation Deck - Week 3 - Link HERE
>>>>> <https://docs.google.com/presentation/d/1O4FJwAd27eLlFQWKekI60tborizRw1BRuhX2pFKFYRk/edit?usp=sharing>
>>>>>
>>>>>
>>>>> Workbook - Week 3 content addition - Link HERE
>>>>> <https://docs.google.com/document/d/1xhvyHghcS4PfwjAU2xs9LUAr9TZYmMF76SZfA2TzKMo/edit?usp=sharing>.
>>>>> To be copy+pasted into your master workbook (the one with your name in the
>>>>> title) to work within.
>>>>>
>>>>> Attendance - Week 3 HERE
>>>>> <https://drive.google.com/file/d/1IjY5lId24i8GdZy2fk4o6bVRVjhKY41z/view?usp=sharing>
>>>>> .
>>>>>
>>>>> Wk 3 Homework:
>>>>>
>>>>> -
>>>>>
>>>>> Due by Next Week’s Session on Aug 9th
>>>>> -
>>>>>
>>>>> Go into ClearCare/Wellsky or Salesforce and Choose:
>>>>>
>>>>>
>>>>> 1.
>>>>>
>>>>> 1 client (in an Elephant tier or Turtle tier without dementia)
>>>>> 2.
>>>>>
>>>>> 1 client (in an Elephant tier or Turtle tier with dementia or
>>>>> cognitive changes)
>>>>>
>>>>>
>>>>> -
>>>>>
>>>>> Solutions Managers: select a client that has started in the last
>>>>> 2-3 weeks
>>>>> -
>>>>>
>>>>> Success Managers: select a client for whom you have completed 1
>>>>> reassessment or QAV in the past 2-3 weeks.
>>>>> -
>>>>>
>>>>> Paste links into the ‘mystery box' space of your workbook and
>>>>> email them to shadi@thekey.com with the subject line Care Plan
>>>>> First Take.
>>>>> -
>>>>>
>>>>> Save the links for easy access next wednesday and/or download or
>>>>> print.
>>>>> -
>>>>>
>>>>> DO NOT CHANGE ANYTHING. It’s OK if there’s not much there yet.
>>>>> There is no judgment, grading, or evaluation. We just want a starting point
>>>>> to build on.
>>>>>
>>>>>
>>>>> Upcoming Week 4 Session:
>>>>>
>>>>>
>>>>> -
>>>>>
>>>>> Wednesday Aug 9, 2023
>>>>> -
>>>>>
>>>>> Your next week’s workbook content will be provided prior to the
>>>>> next session:
>>>>> -
>>>>>
>>>>> Via email and FB Workplace
>>>>> -
>>>>>
>>>>> You should Copy+Paste this into your workbooks and you’ll be
>>>>> ready for the next session
>>>>>
>>>>>
>>>>> If there are any additional questions or concerns, please do not
>>>>> hesitate to reach out training@thekey.com.
>>>>>
>>>>> Workbook questions can go to Megan Harris megan.harris@thekey.com and
>>>>> Jackie Summers jsummers@thekey.com.
>>>>>
>>>>> We look forward to continuing this engaging series with you all over
>>>>> the coming weeks.
>>>>>
>>>>> Have a great week!
>>>>>
>>>>> From the desks of,
>>>>>
>>>>> Dr. Shadi Gholizadeh and Ashley Mirone
>>>>>
>>>>>
>>>>>
>>>>> Jackie Summers
>>>>> Sales Operations Manager
>>>>> 951-675-0413
>>>>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>>>>> <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> On Tue, Aug 1, 2023 at 2:17 PM Jackie Summers <jsummers@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> *Week 3 Workbook Doc
>>>>>> <https://docs.google.com/document/d/1xhvyHghcS4PfwjAU2xs9LUAr9TZYmMF76SZfA2TzKMo/edit?usp=sharing>*
>>>>>>
>>>>>> Jackie Summers
>>>>>> Sales Operations Manager
>>>>>> 951-675-0413
>>>>>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>>>>>> <https://homecareassistance.com/>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>> On Tue, Aug 1, 2023 at 2:09 PM Jackie Summers <jsummers@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Hello Care Solutions and Client Success Teams,
>>>>>>>
>>>>>>> We look forward to Week 3 of our Summer Series Training hosted
>>>>>>> by Shadi Gholizadeh and Ashley Mirone, themed on "*Demonstrating
>>>>>>> Capabilities and Overcoming Objections*".
>>>>>>>
>>>>>>> *Copy+Paste* the information within this *Week 3 Workbook Doc* into
>>>>>>> the bottom of your individual workbook (the one with your name on the
>>>>>>> title) before tomorrow's 8/2 8am PST session.
>>>>>>>
>>>>>>> Regional Managers - if there are any Care Solutions or Client
>>>>>>> Success team members missing from this thread, could you please forward
>>>>>>> this information on to them. We've done our best to include all parties.
>>>>>>>
>>>>>>> See you tomorrow for our Week 3 Session 8am PST! Link is on your
>>>>>>> calendars and will be in Workplace.
>>>>>>>
>>>>>>> Jackie Summers
>>>>>>> Sales Operations Manager
>>>>>>> 951-675-0413
>>>>>>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>>>>>>> <https://homecareassistance.com/>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> On Tue, Jul 25, 2023 at 9:55 AM Jackie Summers <jsummers@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hello Care Solutions and Client Success Teams,
>>>>>>>>
>>>>>>>> We've enjoyed kicking off the Summer Series Training hosted
>>>>>>>> by Shadi Gholizadeh and Ashley Mirone. We hope you enjoyed Week 1 last
>>>>>>>> week. This week we have our 2nd session and we have your workbook content
>>>>>>>> ready for you. All you have to do is Copy+Paste the week 2 workbook content
>>>>>>>> linked below into your individual workbook (the one sent to you with your
>>>>>>>> name in the title).
>>>>>>>>
>>>>>>>> *Copy+Paste* the information within this Week 2 Workbook Doc
>>>>>>>> <https://docs.google.com/document/d/1MreMavewTx6N9M7xuv6bJ9Q3H4YAM_s6nkNmy-Tx1c0/edit?usp=sharing> into
>>>>>>>> your individual workbook before tomorrow's 7/26 session. That's it!
>>>>>>>>
>>>>>>>> Reminder: Please complete the Week 1 workbook tasks before
>>>>>>>> tomorrow's class. Note that Regional and Divisional leaders will be popping
>>>>>>>> into your workbooks to leave comments starting this week. The workbook is
>>>>>>>> your space to brainstorm, write your thoughts, and add questions; it
>>>>>>>> shouldn't be more than 15-20 minutes each week to complete (much of this
>>>>>>>> can be completed during the training session as we take time to fill out
>>>>>>>> our workbooks).
>>>>>>>>
>>>>>>>> Regional Managers - if there are any Care Solutions or Client
>>>>>>>> Success team members missing from this thread, could you please forward
>>>>>>>> this information on to them. We've done our best to include all parties.
>>>>>>>>
>>>>>>>> Thank you! See you at our Week 2 Session TOMORROW @ 8-10am PST.
>>>>>>>>
>>>>>>>> Jackie Summers
>>>>>>>> Sales Operations Manager
>>>>>>>> 951-675-0413
>>>>>>>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>>>>>>>> <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> On Fri, Jul 14, 2023 at 7:55 AM Shadi Gholizadeh <shadi@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> ****Note: this series is for all Care Solutions Managers and **Client
>>>>>>>>> Success Managers**. This email list includes a Workday pull for
>>>>>>>>> these titles plus the RN Client Success Manager title. If there is anyone
>>>>>>>>> from your region missing who should be added to this list, please let me
>>>>>>>>> know!*
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Dear Client Success Managers and Care Solutions Managers,We hope
>>>>>>>>> you are all doing well.
>>>>>>>>>
>>>>>>>>> Starting Wednesday, July 19, we will launch an intensive 6-week
>>>>>>>>> summer series, wrapping up on Wednesday, August 23. This series is
>>>>>>>>> designed to sharpen your skills, deepen your understanding, and empower you
>>>>>>>>> to deliver exceptional service to our clients and families whether they are
>>>>>>>>> just starting their care journey and looking into various care options, or
>>>>>>>>> are an established client with us.
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> These 6 weeks are in place of any other live, training-team-led
>>>>>>>>> trainings this summer. After summer, we will return to a more regular
>>>>>>>>> training cadence. We will also pause the weekly Client Success
>>>>>>>>> Manager emails for the next 6 weeks as well so the focus can be on the
>>>>>>>>> Summer Series.
>>>>>>>>>
>>>>>>>>> Here's what you can expect:
>>>>>>>>>
>>>>>>>>> -
>>>>>>>>>
>>>>>>>>> *Interactive Sessions*: From *8am to 10am Pacific/11am to 1pm
>>>>>>>>> Eastern* every Wednesday, we will have engaging sessions
>>>>>>>>> filled with valuable insights and interactive learning experiences.
>>>>>>>>> -
>>>>>>>>>
>>>>>>>>> *Active Learning:* We've packed the series with polls,
>>>>>>>>> breakout rooms, and experiential exercises to ensure an engaging learning
>>>>>>>>> environment that caters to different learning styles.
>>>>>>>>> -
>>>>>>>>>
>>>>>>>>> *Practical Assignments:* Each week will feature assignments
>>>>>>>>> and pre-work designed to apply and reinforce what you have learned.
>>>>>>>>> -
>>>>>>>>>
>>>>>>>>> *In-Session Workbook: *This will be your companion throughout
>>>>>>>>> the series. Not only will it track your participation, but it will also
>>>>>>>>> serve as a useful resource to reflect on your growth areas, strengths, and
>>>>>>>>> topics that you might want to delve into during your 1:1 discussions. You
>>>>>>>>> will receive a workbook next week before the first session that will also
>>>>>>>>> be shared with your Regional Managers, Regional Directors, and Divisional
>>>>>>>>> Leaders so they can follow along with your learnings.
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Here's a glimpse into the enriching content lined up for you:
>>>>>>>>>
>>>>>>>>> *Week 1:* We'll explore the unique culture of TheKey, our
>>>>>>>>> differentiators, what they mean in 2023, and how they can shape our future.
>>>>>>>>> We'll also look at your specific roles and implementation strategies to
>>>>>>>>> ensure a seamless client experience. You will be the first group in
>>>>>>>>> the company seeing the Balanced Care Method update!
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> *Weeks 2 and 3:* These sessions will enhance essential skills in
>>>>>>>>> creating value presented by Sales Leadership, for example creating value
>>>>>>>>> through benefits and features and overcoming objections. These skills are
>>>>>>>>> invaluable for every stage of a client's journey with us, whether they are
>>>>>>>>> just starting their search for care or are established clients with us.
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> *Weeks 4 to 6:* We'll focus on the essentials of assessment and
>>>>>>>>> care plan building with many opportunities to practice. You will be given
>>>>>>>>> tools to help make the process of creating and updating care plans more
>>>>>>>>> efficient and also more personal and relevant to each client.
>>>>>>>>>
>>>>>>>>> T*o ensure we all make the most of this series, we kindly ask for
>>>>>>>>> your commitment to:*
>>>>>>>>>
>>>>>>>>> -
>>>>>>>>>
>>>>>>>>> *Attend and actively participate in all the sessions.* Please
>>>>>>>>> let your Regional Directors keep your cameras on as much as possible to
>>>>>>>>> create a more engaging environment for all.
>>>>>>>>> -
>>>>>>>>>
>>>>>>>>> Complete the in *session-workbook activities* and the* weekly
>>>>>>>>> assignments *(they will be very brief)
>>>>>>>>> -
>>>>>>>>>
>>>>>>>>> *Utilize the in-session workbook *to take notes, track your
>>>>>>>>> learning, and reflect on your development.
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> This summer series is not just about skills development; it's
>>>>>>>>> about reconnecting to our culture of caring with love with an emphasis on
>>>>>>>>> practical skills to make this most possible.
>>>>>>>>>
>>>>>>>>> Looking forward to seeing you all on July 19th! Please feel free
>>>>>>>>> to email me directly with any questions (or requests!).
>>>>>>>>>
>>>>>>>>> Warmly,
>>>>>>>>>
>>>>>>>>> Ashley, Shadi, and the Service, Training, and Sales teams
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>>
>>>>>>>>> Shadi Gholizadeh, PhD, MPH, MSc, CMC
>>>>>>>>> Director of Memory Care Programs
>>>>>>>>> *Please note my email has changed:*
>>>>>>>>> shadi@TheKey.com
>>>>>>>>> <Shadi.Gholizadeh,%20PhD,%20MPH,%20MSc,%20CMC@TheKey.com>
>>>>>>>>> (408) 781-3156
>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>
>>>>>>>>
--
*Megan Harris*
Training Specialist
*megan.harris*@thekey.com
<https://brand.thekey.com/esg/emaunahan@thekey.com>
TheKey.com <https://www.thekey.com/>