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/>
>>>>>
>>>>