MANAGEMENT ORIENTATION--OBJECTIVES



[pic]MANAGEMENT ORIENTATION-- OBJECTIVES

NAME: TITLE:

DEPARTMENT: LOCATION:

|DEPARTMENT |CONTACT |OBJECTIVES |Date/ |

| | | |Initial |

|Administrative Services |VP of Department - |Review Department, Divisional and Organizational Organization charts | |

| | |Discuss director/manager role and responsibilities as part of the administrative team of St. Elizabeth | |

| |Ext. _______ |Healthcare | |

| | |Scope of decision making (what as a manager can I approve, what additional approvals are necessary) | |

| |Schedule appt. with Executive |Discuss community involvement and participation | |

| |Committee Members of Administration |Overview of Administrative Council and Board of Trustees – who is on it, when does it meet, how does it | |

| |Council |function | |

|Human Resources |Lisa Blank - |Review policies and procedures of the HR department in regard to staffing, recruiting, disciplinary | |

| |Director, Recruitment & Employee |counseling, and general day-to-day procedures. | |

| |Relations |Advisors responsibilities | |

| |Ext. - 15149 |Hiring process | |

| | |Exit Interviews | |

| |Advisor of position |Developing New/Replacement FTE’S Requisitions | |

| | |Contract Employees | |

| |Ext. _______ |Understanding Managers and HR’s role in Leave Of Absence/Fitness For Duty and Workers Compensation process | |

| | |Dress code | |

| | |Time and Attendance policy - When should you engage HR in issues | |

| | |Review of Compliance 360 | |

| | |Travel, car pool and mileage policy | |

| | |Turnover Report | |

| | | | |

| | |Compensation discussion | |

| |Marianne Tait - |Benefits discussion | |

| |Director, Compensation/Benefits |Job Descriptions | |

| |Ext. - 15296 |Gainsharing policy | |

| | | | |

|Payroll / Kronos |Sandra Broerman - Payroll Manager |Kronos Training | |

| |Ext. - 53305 | | |

|Financial Services |Steve Wagner – |Review the capital budget process | |

| |Director, Accounting and Payroll |Review the operating budget process, including the FTE | |

| |Ext.- 54121 |Explain how to access reports | |

| | |Review Departmental Performance reports | |

| | |Describe key indicators to track | |

| | |Give examples of how to manage to the budget | |

| | |Expense management – what can and cannot be charged (e.g., personal mileage) | |

| | |Approval process and rights | |

| | |Productivity / Benchmarking | |

|Revenue Cycle |Molly Rogers – |Revenue Cycle | |

| |Director, Reimbursement | | |

| |Ext. – 51821 | | |

|Clinical Systems |Debbie Couch - |Clinical Systems operations and reporting | |

| |IS Project Manager | | |

| |Ext. – 12139 | | |

|Decision Support |Jerry Hon - |Decision Support | |

| |Director, Decision Support | | |

| |Ext. – 13245 | | |

|Telephone Services |Glenda Harned – Director, Telephone |Review D- Terms, Voicemail, Beepers and Cell phones usage | |

| |Services |Review telecommunication services | |

| |Ext. – 12202 |Review 5 digit phone numbers | |

|Information Systems |Tony Farley – |Overview of Intranet | |

| |Director, IS |What tools are available for managers | |

| |Ext. - 12318 |Computer Access – SARS | |

| | |Help Desk access | |

| | |EPIC Reporting | |

|Employee Health/EAP/ |Gerald Hynko – |Family Medical Leave Act (FMLA) and Leave Of Absence (LOA) Policy | |

|Wellness |Director, Employee Health |Fitness for Duty Policy (FFD) | |

| |Ext. – 15528 |Worker’s Compensation Policy | |

| | |Light Duty Policy | |

| | |Administration of Short Term Disability Program | |

| |Tina LeGris | | |

| |Director, Employee Assistance Program|Employee Assistance Program | |

| |Ext. – 12570 | | |

| | | | |

| |Jason Dinn | | |

| |Health Coach | | |

| |Target Health |Wellness and Target Health | |

| |Ext. – 16128 | | |

|Safety & Security |Michael Kraft – |Review the manager’s role in maintaining a safe environment and safe practices | |

| |Director, Safety and Security |Identify security issues, and review manager’s role and responsibilities in maintaining security | |

| |Ext.- 12090 |Disaster Codes/ Disaster Manual/Disaster Planning | |

| | |Review manager role in a disaster. | |

|Performance Management |Tom Ottke – |Overview Performance Management process – reviews, goal setting, Success Factors and our philosophy. | |

| |System Director, Organizational |Review Orientation process – clinical and non-clinical | |

| |Effectiveness |What is Corporate University | |

| |Ext.- 23461 |Begin personal leadership development plan | |

|Customer Services/ |Dwinelva Zackery – |I CARE and WE CARE – SEH Values and Customer Service Standards | |

|Patient Satisfaction |Director, Customer Services |HCAHPS Overview | |

| |Ext. – 15447 |Non-HCAHPS Patient Satisfaction Surveying | |

| | |The 5-Star Patient Experience: Fostering a Culture Dedicated to Providing Exceptional Customer Service. | |

| | | | |

| |MaryAnn Beetem |Role of the Patient Representative. | |

|Patient Representatives |Ext. - 25291-FLO | | |

|(FLO,FT only) |Nancy Marcum | | |

| |Ext.- 23126 –FT | | |

|Patient Safety/Risk |Tracie Shelton – Director, Pt. |Review the Patient Safety Program | |

|Management |Safety Ext. – 12010 |Patient Falls Program and Reporting | |

| | | | |

| |Joseph Rectenwald - | | |

| |Director, Risk Management |Incident Reports and On line Occurrence Reporting System | |

| |Ext.- 16260 |Corporate Compliance Line | |

| | |Who to call for patient complaints | |

|Quality Management |Bobbie Lehmkuhl – |Performance Improvement Program | |

| |AVP, Medical Management |Core Measures | |

| |Ext. - 13859 |PDSA | |

| | |Benchmarking | |

| | |EPIC as it related to Core Measure/Quality review | |

| | |Physician Peer Review | |

| | |CDI Program( Compliant Documentation Program | |

| | |Multiple external data bases (ACC, STS) | |

| | |Special Studies (falls, med errors, restraints, staffing effectiveness, etc.) | |

| | |Quality Gainsharing | |

|The Joint Commission |Dee Murphy – |Describe the manager’s role in The Joint Commission (TJC) preparation and survey activities | |

| |Director, Accreditation Services |Identify current TJC focuses | |

| |Ext.- 12310 |Policies and Procedures | |

|Patient Services |Jane Swaim – |Discuss Professional Practice Model (Dynamic Caring Model), | |

| |CNO/Senior VP, Patient Services |Review Patient Care Services Philosophy and Objectives | |

| |Ext. - 12282 |Describe current key Patient Services initiatives | |

| | |Discuss multidisciplinary approach to patient care delivery, with a focus on interconnectedness of new | |

| | |manager’s area | |

| | |Share list of pertinent Patient Services Committees and involvement needed. | |

| | |Provide overview of Magnet Recognition Program and manager’s role | |

| | |Discuss Shared Leadership (Shared Governance) Model and Councilor Structure | |

| | |Discuss the role of the Nursing Supervisor | |

| | | | |

| | | | |

| | | | |

| | | | |

|Professional / Staff |Sandy Delaney – Director, Nursing |Describe scope of responsibility of department in employee orientation, continuing education and mandatory | |

|Education |Staff Development |education. | |

| |Ext. - 54374 |Explain how to schedule rooms, AV equipment & other resources. | |

| | |Discuss school contracts, affiliations request, student requirements and process for getting authorization | |

| | |stickers. | |

| | |Learning system/programs – what trainings are available | |

| | |How to access training for managers and employees | |

| | |Certification requirements – who pays for what | |

| | |Net Learning / Net Manager | |

| | |Annual educational requirements | |

| | |Compliance reports | |

|Care Coordination |Sherri Scolf – |Review role of Care Coordination (CC) reviewer in identifying medical necessity & the notification of | |

| |Director, Care Coordination |insurance companies. | |

| |Ext.- 13864 |Explain role of CC reviewer in collecting & trending data for quality & risk management. | |

| | |Describe role of the pre-certification department in all elective inpatient and outpatient admissions | |

|Physician Services |Kathy Robinson – Director, Physician |Review the department’s role in maintaining a positive working relationship with the Medical Staff | |

| |Recruitment |Recruitment of Medical Staff | |

| |Ext. - 24112 | | |

| | | | |

| |Michele Kenner - Director, Physician| | |

| |Relations | | |

| |Ext. - 24114 | | |

| | | | |

|PR & Marketing |Sandra Sims – |Describe the role of PR and Marketing | |

| |Director, PR and Marketing |Differentiate between internal and external marketing | |

| |Communications |Identify venues for publicizing events for associates and for the community | |

| |Ext.- 16304 |Managers role in marketing organization | |

| | |Managers role in communicating organization information | |

| | |Community involvement and board activity | |

| | | | |

| |Roseanne Nields – | | |

| |VP, Planning and Marketing |Government Relations | |

| |Ext. - 16328 |Community Benefits | |

|Environmental Services |Michael Williamson – Director |Identify the role of environmental services in maintaining a safe and healthy environment | |

| |EDG,COV,GCH |Explain how to access environmental services, such as for room set-up | |

| |Ext.- 12232 | | |

| | | | |

| |Al Bartlett – | | |

| |Director | | |

| |FLO, FT, FAL | | |

| |Ext.- 24234 | | |

|Nutrition Services |Helene Gruber – |Explain the various services of Nutrition Services | |

| |System Director, Nutrition Services |Patient Feeding | |

| |Ext.- 12017 |Retail Food Service | |

| | |Catering Services | |

| | |Quick charge system | |

| | |Hours of Operation per location | |

|Volunteer Services |Kitty Pilger – |Review role of Volunteer Service and volunteers in the hospital | |

| |Director, FLO, FT, FAL |Auxiliary: support for departments w/ examples of past projects, fund solicitation and gift shops. | |

| |Ext.- 23167 |Patient Services communication with Information Desk. | |

| | |PrimeWise | |

| |Jenelen Dulemba – Director, COV, EDG,| | |

| |GCH | | |

| |Ext.- 12050 | | |

| | | | |

| | | | |

|Foundation |Janice Way – |Description of the Foundation | |

| |Interim VP, Development |Foundation Volunteers | |

| |Ext. – 15426 |Importance of Employee Vision Campaign | |

| | |Employee Crisis Fund | |

|Facilities |Matthew Greis - |Tour of all facilities (learn about the boiler room, power requirements, etc.) | |

| |Director, Plant Operations | | |

| |Ext. 12224 | | |

| | | | |

|KEY STAKE HOLDERS TO MEET: |Name: | | |

| |___________________ | | |

| |Ext. ________ | | |

| | | | |

| | | | |

ISSUES OR CONCERNS: _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Please complete within 90 days of hire; return original to Human Resource file and copy to manager for Supervisory file

DATE: _____________________________ ASSOCIATE SIGNATURE: ____________________________________________

DATE: _____________________________ MANAGER SIGNATURE: ____________________________________________

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