Meeting Reschedule and Further Discussion on Market Leadership Model

From
Chen Xie <chen@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Thu, 2 Nov 2023 08:25:14 -0700
Folder
INBOX
=EF=BB=BFHey Tim, Let=E2=80=99s reschedule our meeting for tomorrow as I will be midair during= our time; how=E2=80=99s 12P EST? Separately, going back to our conversation from Monday, I think Chris and so= me other leaders are interested in hearing your thoughts on how we would set= up under more of a market leadership model in Canada, since you are one of t= hose that could be pretty ready to go with this by the end of the year / ear= ly next year. Let me know if you have any reservations about having a high l= evel conversation on this early next week, say Monday (or Tuesday). Topics to have a POV and ideally some advance notes on would be: 1) What does the role of the market leader look like to you, and what is the= likelihood of successfully mapping your existing team members into these ro= les. What does market accountability mean to you 2) Any key differentiators and/or successes from the current operating model= you would like to maintain 3) Apropos to our conversation, how does FRAX/Region/On-Call Team apply in y= our new model 4) If we looked at roles as ::: client facing /// caregiver facing /// leade= r /// sales instead of title, what does that mean in terms of the # of indiv= iduals in each market you would need to profile a high level of service. How= is that more or less than what we have today. Would also be helpful context= in this area to provide the active client and active caregiver count for th= e market (we are using the number in gross profit summary reflecting the num= ber who got a shift in the month of October for consistency) 4a) You obviously have a nuance within your markets in that you don=E2=80=99= t have sales team members and are relying on your operating team members als= o to do business generation. What does that mean vis-=C3=A0-vis the number o= f clients a Client Facing Team member could handle (for reference, the curre= nt thought is 40 active clients on monthly census, which is lower than what i= t breaks out to in TheKey Standard but also doesn=E2=80=99t distinguish betw= een Care Solutions and Client Success roles so implies both would need to fi= t into that) 4b) Within your client facing roles in a larger region (e.g. Montreal) which= has closer to ~120 clients, that currently implies 3 client facing staff. W= ould you default them all to a combo of client care (e.g. intakes assessment= s and client management) or would you default closer to what you do currentl= y (e.g. 2 client facing managers, 1 intake/lead facing manager) 4c) Similar question on the caregiver facing (the current thought is 75 work= ing caregivers per caregiver facing staff) and if that were the case, is the= re any role or need for any canada-wide function or any specific administrat= ive support in larger locations (usually the quote on that is 150+ clients s= o maybe we only have sites on the cusp of this and not necessarily over, but= hypothetically could support a non-client care or caregiver satisfaction cr= itical need in mul

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