CompassCare OT Executive Training Training Session 1 Introduction

I.Introduction A.Welcome Introductions: Introductions: Jim Harden, President/CEO, CompassCare Jim Harden, President/CEO, CompassCare Executive Coaches Executive Coaches New Executives New Executives

I.Introduction A.What you can expect Straight forward and approachable Straight forward and approachable Training Outline Overview Training Outline Overview Materials Overview Materials Overview Review Pre-Training ICL Review Pre-Training ICL

I.Introduction B.Optimization Objective: Implement a comprehensive linear service model within 4 months Metric 1: Reach more abortion-minded women Metric 1: Reach more abortion-minded women Metric 2: Serve them in a way that more consistently helps them have their babies Metric 2: Serve them in a way that more consistently helps them have their babies

I.Introduction C.What is wrong with the PRC movement and how can we fix it?

I.Introduction D.What is a Strategic Plan? Who are you? (Core Values) Who are you? (Core Values) What is your core purpose? (Mission) What is your core purpose? (Mission) How will the world look once you’re done? (Vision) How will the world look once you’re done? (Vision) What is the best way to get there? (Approach) What is the best way to get there? (Approach) How will you know you are on the right track? (Metrics) How will you know you are on the right track? (Metrics)

I.Introduction D.What is a Strategic Plan? You are on a journey to greater effectiveness. You are on a journey to greater effectiveness. The journey is the destination The journey is the destination A good strategic plan is a roadmap A good strategic plan is a roadmap

I.Introduction E.The Incredible Power of Executing the Right Strategic Plan: Organizational Maturity A results driven organization A results driven organization Healthy Board/Executive relations Healthy Board/Executive relations Engaged volunteers Engaged volunteers Excited donors Excited donors An Executive who is in control and works on the right things An Executive who is in control and works on the right things

PRC Strategic Plan (Current Situation) Typical Center vs Optimized Medical Center

PRC Strategic Plan (Values) Fighting Spirit Fighting Spirit Relevance Relevance Accountability Accountability

PRC Strategic Plan (Mission) To erase the need for abortion through effectively serving pregnant, at risk women by transforming their fear into confidence.

PRC Strategic Plan (Vision) Our Primary Responsibility to Stakeholders is... To leverage all resources for the mission in the most effective way

PRC Strategic Plan Mission Success Means Beginning to: Serve the right women (at risk) Serve the right women (at risk) Reach those women at the right time (pregnant) Reach those women at the right time (pregnant) Help those women in the right way (see them have their babies as the first step in the process of transformation) Help those women in the right way (see them have their babies as the first step in the process of transformation)

PRC Strategic Plan (Performance Measurement) Track to measure progress toward mission and vision Appointments scheduled Appointments scheduled Percentage of high risk A/M women Percentage of high risk A/M women Counseling no-show rate Counseling no-show rate Number taking pregnancy tests Number taking pregnancy tests Percentage of positive tests Percentage of positive tests Ultrasounds performed Ultrasounds performed Abortion vulnerability breakdown Abortion vulnerability breakdown Demographic breakdown Demographic breakdown Real outcomes (based on follow up data) Real outcomes (based on follow up data)

I.Introduction G.Assessing your organization’s strategic maturity Pre-Training Survey Pre-Training Survey Post-Training Survey Post-Training Survey Compare results, to see growth as Executive Compare results, to see growth as Executive

Current Estimated U.S. PRC Maturity Maturity Scale 1 (low) to 5 (high)

I.Introduction G.Assessing your organization’s strategic maturity

Next Steps Review Review ICL document Review ICL document Brief review of upcoming ICL items Brief review of upcoming ICL items