1. FUTURE-PROOFING YOUR AGENCY IN 5 (NOT SO) EASY STEPS RCPA 2014 Conference David J. Bucciferro Christa DiLorenzo

2. Introductions  Presenter Introductions  We Hope to Cover  Your Hopes for Our Time Together

3. What is “Future Proofing” Why can’t we operate like always? Future proofing is readying yourself for the unknown. Unless someone here knows what the future holds, we have to prepare ourselves for a range of possible tomorrows.

4. Why do we need to change? State and Federal Initiatives (Discussion of National and Pennsylvania Specific Efforts)  New Expectations  New Rules/Regulations  New Funding Approaches  New Players  New Populations

5. 5 Ways to Proof Your Agency for the Future?  Meet Your Obligations You’re accountable to many people. Exceed those obligations.  Informed Decision Making by all Agency Personnel Gut decisions won’t work.  Implement a Dynamic Management System Continuously Improve using your Organizational Memory. data, Information, knowledge wisdom  Seek Opportunities for Collaboration and Interoperation  Market Yourself You’re a business and need to sell yourself.

6. Meeting your obligations & being accountable  External Obligations Government Funders Accreditation Bodies and etc.  Internal Obligations Individuals in Service Board of Directors Staff and etc.

7. Informed Decision Making by all Agency Personnel  Data Based Decision Making Data Information Knowledge Wisdom  Everyone Job Administrators Supervisors Clinicians Oversight and Support

8. Dynamic Management Interactive process of data feeding back into operations  Be Informed  Be Flexible  Be Able to Rapidly Adapt

9. Collaboration & Interoperability  Need to work and communicate with other providers  Need to be able to exchange Data HIE

10. Market Yourself  Value to Your Funder  Value as a Partner  Efficiency  Effectiveness  Person to Person Outreach

11. Take Away  Start yesterday to prepare for the future but at the very least don’t wait until tomorrow.  Quality Decisions will safeguard agency  Your success comes from quality decisions  Quality Decisions come from Quality Information  Plan Of Action To Move Forward

12. THANK YOU

13. Contact Information Christa DeLorenzo David J. Bucciferro - Senior Advisor Foothold Technology David@footholdtechnology.com (212) 780-1450 x8037 www.footholdtechnology.com