Team Leader Module 1
1. Team Leader Self-Paced Training Module 1
1.1 Team Leader Training
Notes:
Congratulations and welcome to our Community of Team Leaders for COA Site Visits for the Council on Accreditation. We appreciate your willingness to take on this critical leadership role. As a Team Leader you are vital to the success of the Team you will lead, and to the overall success of the organization or program's Site Visit . Therefore, we thank you for your commitment and congratulate you on your approval. COA can not exist without our volunteer peers and Team Leaders and we thank you for taking on this challenging and rewarding task.
Published by Articulate® Storyline www.articulate.com 1.2 About These Modules
1.3 Team Leader Training
Notes:
This inspiring quote by Peter Drucker highlights the impact you can have as a Team Leader on the volunteers who will be part of your team.
Published by Articulate® Storyline www.articulate.com 1.4 Team Leader Training Overview
Notes:
We are committed to partnering with you to provide you with the training and resources that you need. Welcome to the first of the 2 self-paced training modules you are required to review prior to your Team Leader webinar. Each self-paced module includes a learning assessment to help reinforce major points. This first module will cover Pre-Site Visit Preparation. The second module will review On-Site Preparation and Post-Site Visit Wrap-up. Throughout the modules we will be reviewing the important communication activities between you and your Peer Team and the organization. Please complete both self-paced trainings and their corresponding learning assessments prior to attending the live webinar. Once you have completed your training you are ready to lead your first Site Visit!
Published by Articulate® Storyline www.articulate.com 1.5 Module #1 Learning Objectives
Notes:
The training we're providing you will help you uphold COA's mission and help you fulfill your commitment to the Team Leader roles and responsibilities.
During this module you will: Learn the Roles and Responsibilities of the Team Leader Understand how to manage and facilitate the Site Visit triad: COA, the organization, and the Peer Team Learn the mechanics of developing a comprehensive Site Visit Schedule.
Published by Articulate® Storyline www.articulate.com 1.6 Agenda
1.7 Agenda
Published by Articulate® Storyline www.articulate.com 1.8 Roles and Responsibilities
Notes:
Now, let's look at the roles and responsibilities of the Team Leader.
1.9 Roles and Responsibilities of Team Leader
Notes:
The Team Leader serves as the Facilitator of the Site Visit. If pre-site and on-site
Published by Articulate® Storyline www.articulate.com expectations are communicated early on, in a clear and respectful manner to both the team members and the organization, this will contribute significantly to the success of the Site Visit. As an ambassador of COA, we rely on your leadership skills, professionalism, and objectivity.
1.10 Responsibility of Team Leader
Notes:
A primary responsibility of the Team Leader is to serve as a liaison with the organization, team members, and COA. In order to work effectively as a leader, it is essential that you create a positive connection with all members of your partnership triad.
Please be aware that your role as a COA Team Leader will require your commitment to ensure a facilitative and objective Site Visit for the organization, your team members and COA. As the Team Leader, you will manage and coordinate all Site Visit activities for your assigned team.
Published by Articulate® Storyline www.articulate.com 1.11 Roles and Responsibilities of Team Leader
Notes:
The role of the Team Leader is essential to ensuring a successful Site Visit. The Team Leader should be collegial, responsive and organized. Many of the team leader's responsibilities are time sensitive and it is important the team leader maintains an open line of communication with the team and organization as much as possible. If any issues arise that the you are not able to address, it is important to contact Volunteer Services immediately for assistance. Please take the time to review the Team Leader job description that is in your Volunteer Manual for further information.
Published by Articulate® Storyline www.articulate.com 1.12 Team Leader Site Visit Timeline: Organization & Peer Team
Notes:
In the next section we will start discussing specific activities and communications with timelines which are reflected in the “Team Leader Site Visit Timeline” document in your manual. This can be a useful tool as you plan and coordinate all Site Visit tasks.
1.13 Initial Contacts: Organization
Notes:
Published by Articulate® Storyline www.articulate.com 1.14 Initial Contact with Organization
Notes:
The work done prior to physically arriving at the organization or program facility is critical for setting the tone of the Site Visit. Once you receive your Team Notification Letter, you should introduce yourself to both the organization and team member(s) by e- mail or phone.
The main goal of the of the Initial Contact with the organization is to introduce yourself, set up a time for a more in depth call (the Pre-Site Org Conference Call) about Site Visit planning, and establish a mutually agreeable mode of communication for the duration of the Site Visit.
Published by Articulate® Storyline www.articulate.com 1.15 Elements of Pre-Site Org Conference Call
Notes:
During the Pre-Site Org Conference Call, it would be beneficial to the team's understanding of the organization to ask them to provide a brief overview of the organization's culture, structure and types of programs. A greater emphasis should be placed on organizational cultural since we have found that negative Site Visit experiences could be avoided with the awareness of the organizational culture and practice. Ask the organization about how they operate, what is the culture (i.e. formal or informal structure), etc. You may also garner further information about the organization from their web-site and Self-Study. Obtaining as much information about the organization as possible before the team on-site will go along way with developing a congenial and collegial relationship. Additionally, you should ask about any challenges that may have occurred since their last accreditation cycle such as program or site closures, staff turn over or leadership changes. Establish the best mode of communication for you and the organization. During the preparation for the Site Visit, there will be numerous contact points to plan and organize the Site Visit schedule and on-site activities. The organization must be aware of this and know that some of the communication will be to clarify the team's pre- site findings and answer any questions they may have. Let the contact know that maintaining confidentiality is a key expectation of all team members. Identify any dates when either party will be out of the office or unavailable.
Published by Articulate® Storyline www.articulate.com 1.16 Additional Elements of Pre-Site Org Conference Call
Notes:
Lodging: Organizations aren't always aware that COA's travel agency will take care of your travel and lodging arrangements for the team. Nonetheless, the organization should serve as your primary source for recommendations. Hotel recommendations should include lodging in a safe area and in close proximity to the organization and restaurants.
Once you have confirmed the hotel with COA's travel agency, notify Team members so they can make their own reservations.
COA pre-pays hotel expenses. DO NOT allow the organization to pay on behalf of the team. COA will then bill the organization at a flat rate that will include hotel expenses after the Site Visit.
On-Site Arrangements: Work with the organization contact to make sure the team has a secure room where they can work and store confidential material.
Published by Articulate® Storyline www.articulate.com 1.17 Additional Elements of Pre-Site Org Conference Call
Notes:
Once you discuss the basic logistical information with the organization, you should begin to discuss some of the key on-site activities that will occur, such as the services that will be reviewed and program sites that will be visited. You should also be prepared to discuss key personnel and stakeholders such as consumers that will be interviewed. It is important to emphasize that once the team has reviewed the Self-Study, you will be able to provide more specific information about putting together the on-site schedule. We will discuss the Site Visit schedule in more detail later in the training. Lastly, you should begin to discuss the Sunday record review and agree on which method of random case selection process will be employed. Please see your manual for the 3 methods of Consumer Record Selection Guidelines that can be used. The most commonly asked questions and confusion from organizations about the pre- Site Visit process concern the number of case records per service/program required and how the Site Visit schedule is developed and by whom. We will discuss this in greater detail in the training.
Published by Articulate® Storyline www.articulate.com 1.18 Additional Elements of Pre-Site Org Conference Call
Notes:
You, your Team members, and the organization will need to share cell phone numbers in case of any unforeseen weather delays or unexpected illnesses.
1.19 Initial Contacts: Peer Team
Notes:
Published by Articulate® Storyline www.articulate.com At the same time you are making initial contact with the organization you should be reaching out to the members of the Peer Review Team.
1.20 Initial Contact to Peer Review Team
Notes:
We will provide you with a Letter of Introduction to help expedite your email communication to the Peer Review Team. A sample is in your manual. This letter should be sent within 48 hours of your COA notification. You can choose to take advantage of using this letter or you can create your own. This is an opportunity to introduce yourself and tell the Team a little about your professional background. You should also share your preferred method of communication to help avoid missed calls and/or e-mails that are not promptly addressed.
Published by Articulate® Storyline www.articulate.com 1.21 Team Conference Call Goal
Notes:
Once you have completed your conference call with the organization, you should also set up a pre-site call with your team members. If you do not have access to a conference line, please contact your Volunteer Services Coordinator assigned as indicated on your team notification email to your review and he or she will provide you with a COA conference number for your use. The initial conversation with Team members should be more in depth. Additionally, let the team know that it may be necessary to schedule more than one pre-site conference call to discuss the logistics of the site review.
As you are interacting with your team members throughout the pre-site process, it is critical that you solicit their feedback about standard assignments, Self-Study content and the Site Visit schedule or agenda. The team members should provide you with information about who they would like to interview (both consumers and personnel) based on their standards assignments and the length of time of their interviews. They should also request which facilities they would like to observe in order to ensure their involvement in the planning of the on-site activities.
Lastly, the Team Leader is the liaison with the organization and COA. Therefore, ALL communication should go through you.
You will need to have at least one conference call with all team members together. Contact Team Members within 48 hours to begin establishing rapport and begin Pre-Site Visit planning.
It is important that the team function as a team and clear expectations are established in advance of the Site Visit. Therefore this call is designed to:
Begin the team building process by providing everyone with an
Published by Articulate® Storyline www.articulate.com opportunity to speak briefly about themselves and their professional background. Discuss the Site Visit Process. Discuss standard assignments and preferences Share a rough draft of the Site Visit schedule for the team to review
1.22 Initial Call to Peer Review Team
Notes:
Introductions:
Allow all team members to introduce themselves and share their relevant experience as it pertains to this Site Visit . The team dinner is ideally Saturday evening, typically the night before the Record Review. The alternative is a team breakfast the morning of the Sunday Record Review.
Emergency Contact Information:
Emergencies occur rarely and the most common is related to the weather and one's inability to arrive as scheduled. And on occasion, medical emergencies have occurred. Obtain and share emergency contact information with all team members. Once you have a complete list e-mail it to the assigned COA Volunteer Coordinator for this Site Visit.
Published by Articulate® Storyline www.articulate.com 1.23 Initial Call to Peer Review Team (Cont.)
Notes:
Begin to assign the team the standards they will review. Let them know when they can expect to receive their assignments and allow team members the opportunity to communicate any specific assignment preferences. Establish Team Assignments: In advance of the call preliminary team assignments should be sent to team members for discussion during the call. It is important for the team process to hear and consider feedback and/or recommendations. If adjustments are needed feel free to make final decisions offline and remember the final decision is yours! Final Assignments should be made within 48 hours of the call. Tell your team to log into their portal a few days after the call to see the standards that have been assigned to them.
Remind the team members that they are not to schedule airline travel or hotel until you have confirmed travel and lodging and have a sense of when the team will have the Exit Meeting. This will help to ensure travel arrangements are made a minimum of 21 days in advance and the entire team is present at the beginning and end of the visit.
Once you have confirmed plans with COA's travel agency, share the hotel location with your team members so they can make their own reservations. You are not responsible for directly making reservations for your team. However, you are responsible for letting them know where the team will stay and the approximate arrival and departure times, if needed. Ensure all team members are residing at the same hotel. This is essential for early morning/late evening meetings or working breakfasts and dinners.
Published by Articulate® Storyline www.articulate.com 1.24 Initial Call to Peer Review Team (Cont.)
Notes:
During this call the following points should be stressed:
Confirm everyone has made travel and lodging arrangements per your initial e-mail to them. If arrangements have not been made remind them that COA policy requires all arrangements are confirmed 21 days in advance of the travel date. Stress that all team members are REQUIRED to be present from the beginning to the end of the Site Visit. Therefore, travel arrangements should be made to accommodate the time scheduled for the Entrance and Exit meetings. It is important that team members are allowed some latitude for traveling to and from the airport as well. At times, depending on the size and complexity of the Site Visit, (as with a multi-state), team members may need to participate in these meetings telephonically. If this is the case, coordinate this with your contact person. Remember that on certain Site Visits, you may have to give Team members a “spread” of arrival and departure times so that you can synchronize a rental car to transport all team members to a Site Visit. Working Hours: Establish timeframes for working breakfasts and/or dinners. This time should be included on the Site Visit schedule. There should be a schedule provided to the organization and a separately one for the Peer Review Team. The Peer Review Team schedule should include the time the day begins and ends. If business is to be discussed in the evening, alert the team to this possibility. Set expectations so team members plan to go to dinner in the evening as a group.
Published by Articulate® Storyline www.articulate.com 1.25 Initial Call to Peer Review Team (Cont.)
Notes:
It is also important to note that COA's dress code expectation for Site Visit generally is business casual, (i.e. shirt, slacks, dress, but no denim). However, please understand that this can be adjusted based on the organization's organizational culture. For example, if you are visiting a wilderness camp, khakis, a polo shirt and boots maybe more appropriate. Determine what is expected by the organization and communicate this information back to the team to avoid any unnecessary embarrassment or discomfort.
Get a good understanding of any major policies or procedures the team should be sensitive to such as smoking, cell phone usage, etc.
Published by Articulate® Storyline www.articulate.com 1.26 Initial Call to Peer Review Team (Cont.)
Notes:
Establish rules related to family members and/or friends that may be accompanying a team member on the Site Visit. COA fully respects the idea of having family or friends traveling with you or visiting a friend or colleague before or after the Site Visit. This may be an added benefit to participating on the review.
However, the main goal for volunteers participating on a review is not to visit family or friends, go site seeing or attend an event. The focus should always be on the Site Visit. Therefore, if traveling with family or friends during the site review (as opposed to before or after the Site Visit), please remind your team of the following:
Volunteers should never discuss or share information about personal reasons for choosing a particular location (i.e. next to Disney World and brought family with them, family leaves near by, etc.) with the organization. We want the organization to know they have the full attention of the team and that they are the priority. Family/friends can not participate in team breakfasts and/or dinners due to confidential discussions that may take place. Hence the importance of establishing a Team Schedule with working hours to help to avoid uncomfortable situations. The team member may meet their traveling companion after the team meets. Another important area to clarify is the car rental for the team. The rental car is to benefit the entire team and is not for personal use by a team member or anyone else. Therefore, a rental car can not be left with a personal companion to use. If a peer is traveling with a companion and is in need of a car, the peer should rent a separate car for their personal use. Rental cars for personal use will not be reimbursed by COA.
This covers the major components of the Initial Call with your Peer Review Team. Any questions you have can be discussed during the live webinar.
Published by Articulate® Storyline www.articulate.com 1.27 Assigning Service Sections within the VIP
Notes:
Following the Initial Call with your team, you will need to assign standards to each team member, including yourself. Once you have confirmed the standards assignments, please enter for each member of the team in the VIP. This will allow them to begin reviewing their portions of the Self-Study and assign pre-site ratings. Please note, the team will not have access to the self-study of the team leader does not assign the agreed upon standards in the portal.
Now that we've discussed your pre-Site Visit conversations with the Review Team, we will cover what you can do to help the organization prepare for the Site Visit.
Published by Articulate® Storyline www.articulate.com 1.28 Helping Organizations to Prepare for the Site Visit
1.29 On-Site Preparation
Notes:
On-Site Documentation: Communicate the team's expectation related to on-site documentation to the organization. On-site documentation should be gathered according to the Table of Evidence located in each of the Core Concept Standards.
Published by Articulate® Storyline www.articulate.com These documents, ideally should be organized and clearly labeled in a locked room for the team to review during their time on-site. Some of these documents may be electronic. If so, the organization will need to have a staff member available to guide the Review Team in searching for the data. Technology Needs: Since each team member will be entering their ratings into the VIP, computer access with internet capacity will need to be available for members of the Team, if they do not bring a laptop. If there is any concern related to the availability of a computer and or a private space for the team to work in, please contact your COA Volunteer Services Coordinator for assistance.
Now let's look at the components of a clear, detailed Site Visit schedule.
1.30 Site Visit Schedule Components
Notes:
When working with the organization to establish the Site Visit schedule, it is important to establish the time, length and location of the Exit and Entrance Meetings in order for your team members to make their travel arrangements. These meetings are included in the Team Leader Site Visit Timeline.
The Entrance Meeting is usually scheduled for 30 minutes as this is simply a mode of formal introduction while the Exit Meeting should be scheduled for approximately 60
Published by Articulate® Storyline www.articulate.com minutes to allow the opportunity to provide feedback and answer questions. The goal of the Entrance Meeting is to provide a formal platform to introduce the Peer Team and outline the Site Visit process. The goal of the Exit Meeting is to provide a formal platform to conclude the on-site review so Team Members can provide a summation of their findings
Training Module #2 will provide more details around these two meetings but the times for these meetings need to be established in advance along with the other events on this slide. Please refer to the Sample Site Visit Schedule in your manuals for estimated time frames.
Another important topic to cover with the organization prior to the visit is the Consumer Case Record Review.
1.31 Consumer Case Record Reviews
Notes:
Inform the organization that the purpose of the Case Record Review is to evaluate the organization's implementation of: Written case record procedures Plans and methods to collect and evaluate the presence, clarity, and continuity of required documents; and the appropriateness, necessity, and effectiveness of services. The PQI Plan for analyzing and disseminating case record review data and corrective action.
Published by Articulate® Storyline www.articulate.com You may choose one of three random selection methods that can be found in your Team Leader Volunteer Support Manual
When it comes to Personnel Record Reviews, explain that selection should include a range of services and positions and length of time in role. The selection should include no more than an average of 5% of the records.
1.32 Consumer Case Record Selection
Notes:
Active and Closed Client Records must be reviewed across programs, managers, and sites. Review a minimum of:
8 Open Records per Service Section 3 Closed Records per Service Section
At a minimum, the Peer Review Team must review twenty (20) records. Therefore, if the organization only offers one (1) service, the Team Leader would select twenty (20) records.
It is the role of the Team Leader to discuss the client record selection process with the organization prior to the Site Visit. The case record selection process shown here should be used by all Team Leaders.
Published by Articulate® Storyline www.articulate.com 1.33 Consumer Case Record Tip
Notes:
You will need to do a comparative analysis of your case record findings and the findings of the organization's analysis of its quarterly case record reviews. If the two findings do not correlate or if the team is finding inconsistent or incomplete records, you should ask that an extended sample of case records be provided and reviewed.
1.34 Site Selection Guidelines
Published by Articulate® Storyline www.articulate.com Notes:
The Team Leader must choose the sites with the Peer Reviewers and should consider the following:
COA's site selection guidelines as documented in the Team Leader manual Geographical location and distance Program size and scope Representation of the diverse client population
All sites representing 10% or more of the organization's budget must be visited and the combination of all sites visited must equate to 65% or more of the budget.
1.35 Site Selection Sampling
Notes:
This slide is an example of the site selection criteria for Office-Based and In-Home Services. These programs may include services such as counseling, case management, substance abuse counseling, debt management programs and foster care. When reviewing these types of services, the team must visit at least a ratio of 1:5 or 20% of service facilities if there are 10 or fewer locations. If there are 11-30 locations the team will visit 1 in 6 facilities and so forth.
A more comprehensive list of all the services that are office-based or in-home along with their ratios are listed in the “Guidelines for Site Selection” document in your Team Leader Manual.
Published by Articulate® Storyline www.articulate.com 1.36 Site Selection Sampling
Notes:
Residential Care services are group homes, residential treatment facilities and Juvenile Justice Centers. Since residential services are high risk the sample guidelines are more strenuous than the other site requirements. Therefore, if there are 1-5 facilities your team will be required to visit 100% of the facilities and at least 50% of the facilities if the facility sites are greater than 5.
All of the sampling information for all services are included in the Team Leader Manual. Remember, when selecting sites you will also need to consider travel time to and from locations. If a site is too far away from the main office, you may want to consider having a peer start the review in that site as a way of maximizing the number of sites being reviewed as well as the team's time.
Published by Articulate® Storyline www.articulate.com 1.37 Interview Guidelines
Notes:
When it comes to scheduling interviews:
It is the role of the Team Leader and the Primary Contact at the organization to develop the on-site schedule jointly. The team leader should provide the framework and context for which interviews as well as facility observation and reviews will occur. This includes the number of personnel per program or service to be interviewed. This should include the leadership staff as well as the number of consumers per program or service to be interviewed.
You should direct the organization to utilize the On-Site Activities section of the Table of Evidence or TOE as a guide for each of the standards being reviewed. Interviews include but are not limited to the CEO, Board Chair, Finance, HR and PQI Directors, managers and direct program staff as well as consumers. You may send them a sample template of the on-site agenda that is included in your manual.
When scheduling interviews, work with the organization to maximize everyone's time effectively. Therefore, recommend that they do their best to schedule interviews in groups, such as a group of clients receiving the same services. Specify the length of time for each interview and if you are requesting any breaks in between interviews. Please note that the organization may have concerns about interviewing groups of clients receiving sensitive services such as substance abuse or mental health as an example. Please discuss any concerns about the interviewing process with the organization as you are working with them to assemble the on-site agenda or schedule.
Published by Articulate® Storyline www.articulate.com Some organizations may have concerns that interviews with consumers will cause some disruption in their treatment or jeopardize the client-staff relationship. Therefore, reassure the organization that the team's goal is not to impede or overstep their boundaries as it relates to any clinical work taking place with their clients. The goal is simply to determine the level of client satisfaction with services, awareness of their rights and the level of their participation in their case planning process.
The team may also conduct group interviews with personnel, provided that supervisors are not grouped with supervisees. It is important to communicate to the organization that it is not the role of the Peer Review Team to investigate situations related to job satisfaction. Encourage the organization to assure personnel that interviews are facilitative and focused on obtaining information that will clarify the organization's implementation of the standards. It's not a “gotcha process” and the Team should not ask trick questions.
1.38 Interview Guidelines (cont.)
Notes:
Interviews will need to carefully scheduled. Work with the organization to clarify:
1. Who should be in the interviews (by job classifications) 2. Number of staff and/or volunteers to be interviewed in each session 3. Number of service recipients to be interviewed in each session
Published by Articulate® Storyline www.articulate.com 4. The name of interviewees 5. Location of interviews 6. And the length of each interview as you may want to schedule a longer period of time for some staff
For Service Recipient Interviews, ensure the organization is aware that interviews will include a range of personnel, board members, community members and service recipients. Organizations are often concerned that interviews with service recipients will cause some disruption in treatment. Therefore, clarify that the team's goal is not to impede or overstep bounds related to any clinical work taking place with that individual or family. The goal is simply to determine the level of client satisfaction with services, awareness of their rights and the level of their participation in their case planning.
1.39 Sample Personnel Interview Criteria
Notes:
Schedule the number of personnel to be interviewed based on the size and scope of the program. Utilize group interviews as a way to maximize time remembering to ensure separation of supervisors and supervisees. Interviews with personnel may be conducted telephonically if not visiting a site due to distance, or if the staff is not physically available to be interviewed by the team.
Published by Articulate® Storyline www.articulate.com 1.40 Personnel Interview Criteria: Extended Sample
Notes:
When there is more than one site/region or district, combine the sampling chart above with the one on the previous page. These can also be found in your Manual.
1.41 Consumer Interview Criteria
Notes:
Published by Articulate® Storyline www.articulate.com When interviewing clients, COA recommends conducting interviews either in groups or with at least 2 reviewers present if interviewing clients individually. Group interviews ensure that clients provide general feedback about their experience with the organization and their services and not discuss individual cases or confidential information. Additionally, client interviews should never be conducted across service sections unless the program being is being reviewed for multiple services. For example Mental Health clients should not be reviewed with Foster Care Parents unless the program is being reviewed under FC and MH together.
1.42 Finalizing the Site Visit Schedule
Notes:
Published by Articulate® Storyline www.articulate.com 1.43 Finalizing Site Visit Schedule
Notes:
The purpose of meeting each day with the review team is to assess if there is need for additional documentation, case files, etc. This will allow the organization an opportunity to demonstrate implementation. The meeting does not have to occur at the end of the day, but should occur before the team leaves the organization for the day.
The Team Leader should also schedule time no later than the end of each day of the Site Visit with the primary contact to ask any clarifying questions the team may have as well as for any additional documentation or files. Again, this will allow the organization opportunity to demonstrate implementation and to create a more facilitative Site Visit process.
Published by Articulate® Storyline www.articulate.com 1.44 Finalizing Site Visit Schedule
Notes:
The purpose of the Pre-Exit meeting is to provide a brief summary of the Site Visit findings and to answer any questions or concerns that the leadership of the organization may have. While the entire Review Team is present at this meeting, the Team Leader will be the main spokesperson.
The meeting should initially focus on strengths, as well as any opportunities for improvement. The Team Leader may use this informal venue to share some information that may not be appropriate to share with the larger group at the Exit Meeting. The Team Leader should provide information on general trends and personnel and consumer satisfaction.
Published by Articulate® Storyline www.articulate.com 1.45 Finalizing Site Visit Schedule
Notes:
Team members should actively participate in the development of the Site Visit schedule. Reviewers, particularly experienced peer reviewers, may have certain preferences for interview protocols, record reviews and/or site selection. It will be important to share information obtained from the organization with the Team as early on as possible before the schedule is finalized.
1.46 Finalizing Site Visit Schedule
Published by Articulate® Storyline www.articulate.com Notes:
Email the team and the organization a final draft of the schedule so all can review for accuracy. Once it's agreed upon, it can be uploaded to the portal. If revisions are needed after it's uploaded, the new version will replace the old. If all parties are involved in the initial scheduling process, the likelihood of changes or revisions diminish.
1.47 Uploading Site Visit Schedule to the VIP
Notes:
This is the location where you can see that the Site Visit schedule has been uploaded. A notification will be sent to all parties once the final schedule is uploaded.
Published by Articulate® Storyline www.articulate.com 1.48 Overview of Module One
Notes:
Congratulations! You've completed the first of your two online Team Leader training modules. By now you should understand the basic expectations of the work that needs to be conducted by you before the Site Visit. You have learned that your time management and leadership skills will be essential in conducting and facilitating this process. We thank you for your time and commitment and we look forward to sharing Module 2 with you.
1.49 Thank you!!!
Published by Articulate® Storyline www.articulate.com Notes:
If you have any questions about the topics we've covered, please jot them down and have them ready for your scheduled webinar.
Please refer to the e-mail you received from us and use the link in that memo to launch the Module One learning assessment. Assuming you achieve a passing score on your assessment, we will then send you the link to Module Two. We will send you copies of your answers along with the answer key for all learning assessments via e-mail prior to your scheduled webinar. We encourage you to take the assessment as soon as possible, while all of this information is fresh in your mind. Thank you again for your time and commitment, and we look forward to sharing Module Two with you.
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