1. PINNACLE CASE 2017
Laurajeanne Fligor and Megan Six

2. PINNACLE SPEAKER PROFILE
LAURAJEANNE FLIGOR
Manager
DHG Healthcare
Cleveland, Ohio

3. PINNACLE SPEAKER PROFILE
MEGAN SIX
HCC Talent Engagement Manager
DHG Healthcare
Virtual Ohio

4. Pinnacle Case 2017 Overview
Wellton Health System
Pinnacle Case 2017 Overview

5. Wellton Health System
Not-for-profit health system serving southeast Texas population of approximately 800,000
Region’s largest employer with more than 12,000 employees
4 Hospitals
8 Urgent Cares
2 Freestanding Emergency Departments
Primary care and specialty physician clinically integrated network

6. Wellton Health System 2025 STRATEGIC VISION
Newly defined alignment between strategy and vision
Commitment to the adoption of value-based care
Important strategic initiatives that require a disciplined approach to planning and execution
Lack of discipline around execution and enterprise performance optimization
Limited commitment to economic and clinical transformation
Deteriorating financial health

7. Pinnacle Case Deliverables and Timeline
Monday
Tuesday
Wednesday
Thursday
DELIVERABLE
Enterprise Report
(focus: Strategic and
Clinical Considerations)
Financial Health and Performance Report
Team Preparation //
Executive
Status Report
Team Delivery //
TIME COMMITMENT
Analysis & Discussion: 30 mins.
Deliverable Production: 30 mins.
Report Out: 30 mins.
Analysis & Discussion: 45 mins.
Deliverable Production: 45 mins.
Presentation: 25 mins
Q&A: 10 mins
Feedback: 10 mins.
REQUIREMENTS
Deliverable: 10 minute video
Delivered by no more than 3 team members who are part of •Healthcare Finance, Reimbursement, Revenue Cycle and Compliance, Assurance, Transaction Advisory Services, IT Advisory, DHG Search and PSG
Deliverable: 15 minute zoom discussion with Wellton CFO
Delivered by no more than 3 team members who are part of National Strategy Practice, Enterprise Intelligence, Tax, IT Advisory, DHG Search and PSG
Presentation using no more than five slides:
Three prepared
Two team created
Derived from the findings from the first two deliverables with additional emphasis on Risk Capability, Enterprise Performance Optimization and DHG Healthcare's services
Only Pinnacle Team members
Full team engagement
Three month engagement focused on playbook development for Wellton’s 2025 Vision

8. Case Study Points – Areas of Focus
Accurate and thoughtful connection to Risk Capability 2.0
Compelling level of urgency and relevance to Wellton's situation
Correct application and articulation of DHG Healthcare’s product solutions and services
Compelling and logical articulation of key clinical, financial and operational considerations
Compelling articulation of Wellton's execution risks and recommendations to address risks
Followed direction and submitted content on time
Not One Right Answer

9. Next Steps

10. Enterprise Report
Prepare a 10 minute video report to Brad Benton summarizing Wellton’s 2015 Vision and key clinical and strategic considerations for execution.
Team reports should respond to the following:
Summarize Wellton’s 2025 vision and selected initiative (Patient-Centered Access, Partnership Networks and Value-Based Contracting Strategy or Complex Care).
What will be the impact of this selected initiative on enterprise resources (people, technology, etc.)?
Does Wellton have the clinical capabilities and resources to implement this initiative or will they need to consider an alternative approach to organic development?
How might this initiative impact Wellton’s quality measures?
What market forces should Wellton be cognizant of that could impact the likelihood of success of this initiative?
How would this initiative impact Wellton’s market position and value proposition?
Upload videos to SharePoint by 6:00 p.m. ET

11. How to be an EFFECTIVE Listener and team member?
Face speaker.
Maintain eye contact.
Be attentive, but relaxed.
Keep an open mind.
Listen and try to picture what the speaker is saying.
Wait for the speaker to pause to ask clarifying questions.
Ask questions only to ensure understanding.
Empathize.
Paraphrase.
There are ways to customize each of these to various communication modes:
Phone, Video Conference as well as In Person
<find icon for each>
<adding speaking notes – expect this section to take 10 min>

12. MEGAN SIX LAURAJEANNE FLIGOR HCC TALENT ENGAGEMENT MANAGER
VIRTUAL OHIO //
LAURAJEANNE FLIGOR
MANAGER
CLEVELAND, OHIO //