OBJECTIVE 1: Participate in organizational capacity building, including executive leadership and management

development as well as organizational readiness preparation through participation in 4 seminars (up to 10 days total)
ACTIVITIES/TASKS TIMELINE OUTPUTS (Tangible products that result from a
program’s activities or tasks)
SCOPE OF WORK
1.1Finalize senior management team selection: January 1, 2015  Completed contact sheet including names,
TEMPLATE
OBJECTIVE
Required: 5: Complete a Root Cause Analysis (RCA) to determine what causes
titles,high
phonecosts and low
numbers andquality
email care for the
addresses.
target population
 Executive Director or Chief Executive
ORGANIZATION NAME:
Officer
PROJECT TITLE:
ACTIVITIES/TASKS Linkage Lab TIMELINE OUTPUTS (Tangible products that result from a
 Chief Financial Officer/Director of Finance
GOAL STATEMENT: Develop contractual relationships with the health plans
program’s from theor
activities eight duals counties.
tasks)
5.1 Consumer
Chief Operating Officer/
interviews, Director
potential of
partner  Final Report
OBJECTIVE 6: Identify
Programs
discussions, Potential
chart reviews, Partnership
review of QIO with
data the Health Care Sector (represent new business opportunity)
(if applicable), etc.
ACTIVITIES/TASKS TIMELINE OUTPUTS (Tangible products that result from a
OBJECTIVE
Plus staff
OBJECTIVEHone 7:
in in
2: Determine
charge
on
Select of:
Target if other
1 member
Population forCBO Partnerships
participation are needed
in Advisory for Model Design and Service Delivery
Board
program’s activities or tasks)
6.1  Identify
Outreach
Identification ofpartners
needs of(health
the target
potential care and  List of identification of potential partnerships
ACTIVITIES/TASKS
ACTIVITIES/TASKS TIMELINE
TIMELINE OUTPUTS
OUTPUTS (Tangible
(Tangible products
products that
that result
result from
from a
a
 population
Marketing
managed
program’s
program’s activities
activities or
or tasks)
tasks)
7.1 Determine
Identification
Operations of potential
organizational
care providers) gaps health
and care
identify the  Final report of Organizational Assessment and
2.1 Attend twelve, 1-hour Advisory Board calls. Feb 2014  Team member attendance
Status:
Point partner’s
of Contact needs
for project
services for what type ofteam – must be one of
collaborative an understanding of the services offered by
6.2Facilitate an assessment of your organization’s March 2014  Final strategy and plan for ongoing
therelationships
Understanding
project team may of what
members. theother
new models/
core offerings /
be
gaps,
needed
consider
CBOs
what the April 2014  potential
Reports
partnership
CBO
on partners
progress towards assigned tasks
development
Status:
Status:
OBJECTIVE 4: Participate
interventions in technical
are needed assistance
to address the activities with identified consultants.
1.2
7.2 Attend 3CBO
OBJECTIVE
Identify
potential – day
3: kick-off
Participate
partners
partners might seminar
ifin Learning
needed
need in Southern
from Collaborative
your May 2014
January
through 14 –of16,
use  List
web based Team of member
platform
identifiedattendance
CBO partners
issues revealed in the RCA
California July
2015 2014  Preparation
OUTPUTS
Assessment for upcoming seminars
of organizational
organization, and create a framework for
ACTIVITIES/TASKS
Status: TIMELINE (Tangible products thatcapabilities
result from a
Status:
ACTIVITIES/TASKS
5.2Conduct an external scan of the market to TIMELINE
August 2014 OUTPUTS
 Final
program’s (Tangible products that result from a
Report
Development of strategic
strategic-oriented partnership discussions activities or tasks)plan to offer Long-
7.3 Host meetings with potential CBO partners,  Summary of Collaborative Structure for
Status:
4.1Host two in-person technical assistance
understand February
September 2015
2014 program’s
 Agenda activities or tasks)
Term Service and Supports on a contractual
3.1 determine
Provide monthly
6.3Determine messagingupdatesaroundon activities and
core offerings January 2015 – Monthly
 working
Initial Reports
together
concept paper / executive summary
meetingshealth
existing for your organization
care ranging from 3-5 August
and community-based October2015
2014  Technical
basis withassistance
health caresummary
partner
progress
and via webstructure
collaborative based platform
for multi-organization June 2016 that can be shared with potential partners
Status:
hours
services, resources, under-utilized assets, gaps November 2014  Team member attendance
1.3 involvement,
Attend three
strategies additional
forand
newa service
plan for2 - development
3day seminars
ongoing in
meetings/ June 2015  Team member attendance
in service areas, potential areas of duplication, January 2016
Status:
locations to be determined December 2015  Work Assignment from previous seminar has
communications
6.4Schedule
etc. and host meetings; determine follow February 2016  Dates, agendas and summaries of partner
Status: May 2016 been completed and turned in
7.4 Participate
4.2 Craft
up and
Understanding
and sign in monthly
Memorandum
of existing
technical
of
services
Agreement
assistance
and gaps January
March 2016
2015 –   Agreed
Agendaupon
meetings andand signed MOA
an ongoing plan for fostering
 Organizational capacities are improved and
 Identification
support
ongoing
(MOA) calls
forcommunication
workingof potentiallyplan withneeded
potential
CBO April 2016
June 2016  the
Technical
relationships
assistance summary
the organization is prepared to enter into a
partner
together,
partnerships
if needed June 2016  Team member attendance
Status: contractual partnership with a health care
OBJECTIVE 8: Design Service Delivery Model

ACTIVITIES/TASKS TIMELINE OUTPUTS (Tangible products that result from a

program’s activities or tasks)
8.1 Research existing models / interventions that  Summary of Model Research findings

meet the needs discovered via RCA, interviews,

market scan, etc.
Status:
8.2 Determine interventions / strategies / key  Final report including Model Design

foundational
areas of focus based upon RCA findings,
market and consumer research, etc.

Status:
8.3Determine model operations, protocols,  Final report including Model Operations
integration
strategies, overall management, staffing,
intake / referral, assessment, and service
delivery process

Status:
8.4Define measurements and how performance  Final report including Performance
will be Measurements
evaluated
Status:
8.5 Assess organizational level of readiness for  Final report including Capacity Building for

service Implementation

delivery and determine a plan for capacity

building

Status:
8.6 Develop strategy and implementation plan with  Final report including Strategy and

documented tasks, roles, and timelines Implementation plan with documented tasks,
OBJECTIVE 9: Develop a Budget and Rate Structure
OBJECTIVE 10: Develop an Approach to Marketing
ACTIVITIES/TASKS TIMELINE OUTPUTS (Tangible products that result from a
ACTIVITIES/TASKS TIMELINE OUTPUTS (Tangible
program’s activities products
or tasks) that result from a
9.1 Define services/ interventions, cost of delivery,  Final plan defining Budget and Rate Structure
program’s activities or tasks)
10.1
volume,
Define
staffing,
and craft
wages,
messaging
expenses,
around
training,
new  Final plan defining Communication Strategy

rate
service
structure,
/ model
etc.,inand
a manner
developthat
financial
is and Marketing Material

model
important
to reflect
to potential
a variety partners
of situations
and develop
Status:
marketing material

Status:
10.2 Determine additional training / support  Marketing Training
needed to
promote services on an ongoing basis

Status:
10.3 Determine strategies for education,  Final plan defining Business Development
outreach, and the plan including projections, target
development of new business partnerships, strategies per partnership,
roles, and timelines
Status:
OBJECTIVE 11: Finalize the Business Plan

ACTIVITIES/TASKS TIMELINE OUTPUTS (Tangible products that result from a

OBJECTIVE 12: Formalize a partnership with a Healthcare or Managed Care provider
program’s activities or tasks)
OBJECTIVE 13: Participate in Evaluation Activities
11.1 Create a business planning framework and a  Business Plan
ACTIVITIES/TASKS TIMELINE OUTPUTS (Tangible products that result from a
plan that includes (executive summary,  Outline for Further Proposal Development
ACTIVITIES/TASKS TIMELINE program’s (Tangible
OUTPUTS activities products
or tasks) that result from a
12.1 target
Finalize
market,
structure
service
of the
description,
partnership  Formalized partnership
program’s activities or tasks)
13.1including
As developed
organizational
an and implemented
structure, by The&SCAN
partnerships  Formalized partnership
Foundation
alliances,
outline of participate
budget,
services, in evaluation
implementation
implementationplan,
plan,
activities.
outreach
communication
plan, growth
plan,plan,
performance
etc.)
Status:
standards, and an
agreed upon and signed legal agreement
Status:
OBJECTIVE 14: Additional Activities

ACTIVITIES/TASKS TIMELINE OUTPUTS (Tangible products that result from a

program’s activities or tasks)
14.1

Status: