Tasks

Team discussions around what is going right and/or wrong

Talking to stakeholders and conducting consultation sessions

Understand how harm reduction changes our approach and how it looks on the ground (e.g. intakes, groups etc)

Finalize harm reduction approach

Finalize principles- finish theory of change

Build out framework of our approach

Look over Washington & BB self-assessment to determine which one is appropriate

Determine how to categorize patients using the self-assessment

Determine program packages for people in 4 categories

Make tweaks to self assessment as needed

Determine low risk, high risk etc client journeys

Determine length of BB intervention

Determine How EDNS project fits with our current flows

Set up high risk client process into Inputhealth

Consult with Karen and Janet re: self-assessment pieces

Consult with team around the client journey

illustrate our approach in a simple and easy to understand way

Plan and conduct strategic planning session

Map what the client journey looks like today

Map what the 4 client journeys looks like after (with new model)

Intended Impact Statement

Define our core values

Map where entities at BB fit into the new model

DELIVERABLES- Intended Impact Statement (A clear and rigorous statement of the impact that it will hold itself accountable for achieving)

Additional deliverables- learning plan, budget forecasts, evaluation frameworks, and program-level theories of change that are designed to advance their work on their intended impact in a manner consistent with their organizational theory of change.

Facilitate staff brainstorming session

Finalize high risk client journey (ideal state/current state)

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Flow of information framework

Processes and procedures

Planning for December pause

Move all forms from questionpro into Coda

building out templates for Coda & for tasks/meetings

Meet with Chelsea re: information management structure

Reorg. Sharepoint

Sort all files from Teams into Coda

Create file structure in Coda

Build out evaluation framework

Determine competencies

Map out all major processes and procedures in flow charts

Create file structure and tagging system according to PARA or PPV

Figure out how to roll everything out and what to do with existing clients

Map out new flow for clients

Map out new flow for existing clients

Test Airtable

Map all platforms BB currently uses

Meet with EngageSpaces

Test Zoho

Identify which platforms have overlapping features

Identify Team chat software

Test out automations on Coda

Determine how we will be collecting session feedback

Cancel Versature

Double check zoom chat

Identify data sharing technology

Speak to team members about what they use each platform for

Setup Zoom phone

Test and validate CODA

Move all information from airtable into Coda

Identify Data repository

Identify LMS system

Determine what can be collected through Coda and what must be collected through Inputhealth from a treatment perspective

Establish tech guidelines

Learn how to use each platform in an optimal way

Cancel subscriptions for certain technology platforms

Move everything away from Lucidchart

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MOU

Timeline of project

Account setup

Training for Peer support workers

Follow-up about evaluation piece

Invoices to EDNS

Track hours and work completed

Develop pitch deck for hospital foundations

Setup recurring meeting with Shaleen

Create General national action plan

Contact Jotform

Purchase jotform

Setup Jotform

Create all appropriate action plans