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The 2009 OPEN MINDS Strategic
Planning Institute: Strategic Tools for Managing in Tough
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May 14-15, 2009
West Palm Beach, Florida
Registration Fee: $795
Early Bird Rate: $695
(Expires
4/3/2009)
Super Saver Rate: $495
(Expires 2/15/2009)
NAATP
Member Rate: $320
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Institute Agenda
Day One:
May 14, 2009
8:30 am - 9:00 am:
Registration Check-in/Coffee &
Tea
9:00 am ? 10:00 am:
Opening
Plenary Address
A Strategic Reality Check: Is
Your Strategic Plan Prepared for An Economic Downturn?
An economic downturn is an
opportunity ? to build fiscal solvency. This strategic
check-up will give your organization diagnostic tools
for achieving and maintaining viability. In these
challenging economic times you want to maintain a tight
focus on both generating revenue, and controlling
expenses, without sacrificing the future of your
organization. Join Monica Oss, founder and chief
executive officer of OPEN MINDS as she welcomes
you to the institute and discusses short-and-long-term
strategies for achieving and maintaining profitability.
10:15 am ? 11:45 am:
Plenary Address
The Evolving Behavioral Health
& Social Service Network: Key Trends Affecting Your
Organizational Revenue and Margins
When it comes to the
financing and delivery of behavioral health and social
services, we are in the midst of a ?perfect storm.? On
the one hand, cost pressures and financing policy are
pushing integration and risk-based contracting. On the
other, a flood of new technologies ? from wireless data
collection tools to personal health records to neurotech
treatments ? are entering the market. Combined with
changing payer contracting models, these new
technologies can represent a threat or an opportunity ?
depending on whether or not you have the right people
and the right infrastructure. Join OPEN MINDS
chief executive officer, Monica E. Oss for a look at
these key trends and the implications for organizational
revenue and margins.
11:45 am ? 1:00 pm:
Break
Lunch On Your Own
1:00 pm ? 2:30 pm:
Market-Driven Strategy Development
Increasing Your Organization?s
Relevance in a Challenging Market: Strategies (and
Successes) to Prevent Organizational Obsolescence - The
Rimrock Foundation Case Study
The executive teams of
many behavioral health organizations pride themselves on
being "unique". Too often, this sense of ?uniqueness?
translates into an inability to use innovations from
other industries or get economies of scale from
innovative developments outside of their organization.
In a fast-moving highly competitive environment, this
uniqueness can often be terminal, limiting innovation in
the organization only to those that are 'developed
here'. In this session, learn how to differentiate
'uniqueness' that is due to truly unique customer and
market requirements, from those perceptions of
uniqueness that are due to the anecdotal observations of
the executive team. In this informative case study you
will learn about a successful adoption of an
?out-of-industry? management practice and successful
approaches to increase your organizational relevance in
a challenging market.
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Mona L. Sumner, M.A.C., M.H.A., Chief
Operations Officer & Clinical Director, Rimrock
Foundation
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Monica E. Oss, M.S., Chief Executive Officer,
OPEN MINDS
Strategic Management: Making Strategic Planning a
Reality
Strategic Planning: A
Structured Approach to Deploying Resources to Achieve
Your Organizational Objectives
If you don't know where
your business is going, any road will get you there. Are
you willing to take the risk that you wind up on the
wrong road? This session will provide you with a
strategic planning "roadmap" that outlines the steps to
successful strategic planning and implementation.
Participants will also be introduced to a structured
approach for linking strategy to operation within their
own organizations.
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Dee Brown, M.S.M., Senior Associate, OPEN MINDS,
moderator
2:45 pm ? 4:15 pm:
Strategic Management: Making Strategic Planning a
Reality
Implementing a Successful
Performance-Based Incentive System ? The Utah Youth
Village Case Study
When used correctly,
performance evaluations and performance-based bonuses
can create a positive organizational culture and enable
an executive team to manage more effectively. Utah Youth
Village, a private non-profit provider of residential
treatment for children, has been utilizing 360-degree
performance-based evaluations for many years, for all
employees, from the front-line staff to the chief
executive officer. In addition, therapists, social
workers and the front-line staff have the opportunity to
earn bonuses based on performance measures. Learn how
Utah Youth Village structures these performance
evaluations and performance-based bonuses to create an
organizational culture that thrives on feedback and
stays focused on its mission, and its customers.
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Eric W. Bjorklund, President & CEO,
Utah Youth Village
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Dee Brown, M.S.M., Senior Associate, OPEN MINDS
Market-Driven Strategy Development
Strategic Revenue
Diversification: What are the Options and How Do You
Decide What Options to Pursue?
Many behavioral health and
social service organizations are struggling with their
payer mix, either due to concerns about being too
reliant on one payer source, or wanting to achieve a
financially healthy balance between those payer sources
that cover the cost of care with those that do not. The
unfortunate reality is that for a large number of
organizations, efforts to diversify payer sources and
develop new programs with a positive margin are not
successful. Your decision-making process about revenue
diversification should be completely grounded in your
strategy. An effective strategic plan should address
your overall organizational mission, vision, and
positioning; which markets and customers to pursue; what
service lines to offer; and the revenue and return
needed for each service line.
4:30 pm ? 6:00 pm:
Executive Networking Reception
Day Two:
May 15, 2009
7:00 am ? 8:00 am:
Morning Wake-Up Breakfast,
sponsored by Rimrock Foundation
8:00 am ? 9:30 am:
Strategic Management: Making Strategic Planning a
Reality
How to Make Legislative
Advocacy a Key Component of Your Organization's
Strategic Plan ? Signal Behavioral Health Network
Is lobbying a critical
part of your strategic plan? Do you know what
legislative actions are currently pending that may
affect your organization? Do you know who the key
legislators are in your state? This informative session
will give you everything you need to know to be informed
about, and have influence on, legislative activities
that affect your organization and field. Learn how Mr.
Wendt makes legislative advocacy a key part of his
leadership role as chief executive officer and general
counsel at Signal Behavioral Health Network. Hear the
legislative point of view from Dr. Johnson, an
experienced legislator who has served in the Colorado
Senate and House of Representatives and currently serves
as a County Commissioner. Join us as they share the dos
and don?ts for getting to know your legislators, and
having input on legislative activities, as well as
guidelines for making lobbying a key part of your
strategic plan.
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Bill Wendt, JD, CACIII, Chief
Executive Officer/General Counsel, Signal Behavioral
Health Network
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Steve Johnson, D.V.M., Larimer County
(Colorado) County Commissioner, former member of the
Colorado Senate and House of Representatives
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Dee Brown, M.S.M., Senior Associate,
OPEN MINDS
Market-Driven Strategy Development
Getting More From Your Current
Contracts & Clients ? Revenue Maximization Strategies
Focused on Improved Billing & Collections
In today's behavioral
health and social service market, most provider
organizations are struggling with both how to decrease
expenses and to increase the financial resources that
are available for program development and service
delivery. One often overlooked way to accomplish this is
to improve the collection rate for the services that are
rendered. It is not uncommon for organizations in our
field to have collection rates of only 80% (effectively
a bad debt ratio of 20%), meaning that an organization
with $1 million in annual revenues is losing $200,000 to
bad debt expenses. Even a small improvement in back
office collections can have a positive financial impact.
In this session, we will guide you to better accounts
receivable (A/R) practices by looking at several areas
key to successful collection.
10:00 am ? 11:30 am:
Plenary Presentation
How to Link Your Technology
Plan to Your Strategic Plan: Using Technology to Solve
Your Strategic Management Challenges
Technology is too
strategic to leave it to the techies. Technology
planning needs to be an integral part of your strategic
planning (and budgeting) process. This session provides
an overview of the strategic planning process and where
technology fits. Session leader John Talbot will lead
you through the steps in the technology planning process
and wrap up the session with some case examples of
technology planning.
11:30 am ? 12:30 pm:
Break
Lunch On Your Own
12:30 pm ? 2:00 pm:
Plenary Presentation
Managing for Results -
Metrics-Based Management: Using Data to Enhance Quality
of Care and Operations; Tracking the Progress of Your
Strategic Plan: Metrics-Based Management and Key
Performance Indicators
The role of leaders is to
facilitate change. But too often change initiatives are
not anchored in organizational performance data and
often doomed to fail. If used correctly, measurement
data can help an executive team better lead its
organization and can help direct the organization toward
positive change. Most organizations have the data they
need to support metrics-based management in their
current information systems ? but they don?t know how to
organize the information. During this presentation, you
will be introduced to the benefits of management metrics
and how to obtain them from your current system.
2:00 pm ? 3:00 pm:
Closing Plenary Address
New Revenue Showcase: 31 New
Revenue-Generating Opportunities ---- In Only 60 Minutes
You won?t want to miss
this fast-paced closing session featuring the best
revenue-generating ideas, gathered by the OPEN MINDS
team, over the past year. Many behavioral health and
social service organizations are grappling with how best
to meet the needs of their clients and consumers while
also facing the ever-present challenges of fiscal
responsibility. Learn how to adjust your strategy and
diversify your revenue sources with 31 ideas in an hour!
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