https://padlet.com/kiristevenson/z9z2m9rr92qk Moving forward, globally en-us 2017-12-13 14:37:06 UTC 2024-05-31 03:21:20 UTC hello@padlet.com carlyn_crawley https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215807716 1. Larger Planning Process for PD
2. Trigger for start process is the beginning of the scheduling cycle
Bidding Process
--Annual provider meeting (kick off to the scheduling process)
-touch points & dependencies
-data collection
-timelines & expectations are not set between other departments
-have to ask the providers to re-do parts of their bids based on what information they get
-"if we have to trust anyone but ourselves...there's a problem"
-streamline
- parts of a larger
-Contracting (working with legal + small contract mods)
3. Relationship management
4. Builds (Salesforce + the website)
5.  Verification & checks of workshop details, budgeted pax (set up regular reports? standardize process?) - Ensuring providers advertise at the right time? (problem is the portal doesn't allow auto reporting)
6. Contract compliance assurance
     Reporting
-mainly the contract piece (needs to be updated b/c its not specific enough
-develop policies
7. Workshop Management (event customization, cancelling, monitoring of enrollments)
-adding incentives and consequences 
-canned communication that goes to providers to ensure compliance. hopefully will replace some of the hand holding (can be automated later)
-adherence to new strategy (levels)
8. Event Reporting
 (participant registration, post event reports, triggers QAF, invoices) (Invoices done on a monthly basis in AEM - IBA is on a rolling basis)
-survey excel sheet 
-inconsistency of reporting or information that doesn't go with whats in IBEN Central. Relying on honor system, Risk to business
9. Performance Management & Lessons Learned
-termination (cutting the dead wood)


]]> 2017-12-13 14:42:58 UTC https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215807716 kiristevenson https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215809399 2017-12-13 14:46:04 UTC https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215809399 kiristevenson https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215820571 2017-12-13 15:05:34 UTC https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215820571 carlyn_crawley https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215840778 1. Identify market opportunities for providers (our markets for in-house events and where to outsource)
2. Recruitment
3. Application process
4. Orientation (could be pre-work prior to the orientation, overview of the IB, other general information)
5. Enhanced relationship management process 
6. Performance management (also enhanced)]]> 2017-12-13 15:42:02 UTC https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215840778 carlyn_crawley https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215848717 Managing providers out
Policies
Templates
Contract modification]]> 2017-12-13 15:56:32 UTC https://padlet.com/kiristevenson/z9z2m9rr92qk/wish/215848717