1. CompassCare OT Executive Training Training Session 5 Organizational Management

2. Implementation Review How are you doing? How are you doing? How was your 1:1 meeting with your Executive Coach? How was your 1:1 meeting with your Executive Coach? Any Executive ICL issues? Any Executive ICL issues?

3. Book Material Review The Five Temptations of a C.E.O. by Patrick Lencioni The Five Temptations of a C.E.O. by Patrick Lencioni

4. Organizational Management Objective: To train Executives to facilitate mission-focused use of human and financial resources Objective: To train Executives to facilitate mission-focused use of human and financial resources Metrics Metrics Total Budget / # of Pregnant at-risk women served = Cost per target customer. Target range is $350- $550 Total Budget / # of Pregnant at-risk women served = Cost per target customer. Target range is $350- $550 Maintain a score of 8-9 in Team Assessment exercise (from The Five Dysfunctions of a Team by Patrick Lencioni, pg 192-194) throughout the first 12 months of training and implementation Maintain a score of 8-9 in Team Assessment exercise (from The Five Dysfunctions of a Team by Patrick Lencioni, pg 192-194) throughout the first 12 months of training and implementation

5. A. Staff Management Structure Staff

6. B. Core staff management C. Core staff development Staff

7. A. “Unpaid Staff” (Managing the Non-Profit Organization by Peter Drucker) B. Setting expectations C. Board members as volunteers Volunteers

8. A. Weekly Core Staff Meeting Agenda, see next slide Agenda, see next slide Key Organizational Management Tools

10. A. Weekly Core Staff Meeting B. 1:1 core staff meetings Professional Development Plan, see next slide Professional Development Plan, see next slide Key Organizational Management Tools

12. A. Weekly Core Staff Meeting B. 1:1 core staff meetings C. List of Things Executive Must Know See document, next slide See document, next slide Key Organizational Management Tools

14. A. Weekly Core Staff Meeting B. 1:1 core staff meetings C. List of Things Executive Must Know D. Employee Development and Performance Employee Performance Evaluation form, see next 3 slides Employee Performance Evaluation form, see next 3 slides Key Organizational Management Tools

18. A. Cascading B. Creative C. Constant Communication

19. Next Steps Review Brief review of upcoming ICL items Brief review of upcoming ICL items Take Executive survey Take Executive survey