Preview Monthly Meeting Agenda

Monthly Meeting Agenda Template

Leader: Date:

I. Rounding for Outcomes:

 Personal Connection/Relationship Building

 What’s working well

 Staff and/or physicians for recognition (who/what/why)

 Systems or processes that need attention

 Tools and equipment to do your job/care for patients

II. Review of Performance by Pillar (via the LEM Report Card and 90-Day Plan)

 Recognition of what’s going well

 Verification of evidence-based practices across the pillars (see below and EBL Validation Resources document)

 Resolution of barriers to achieving results

Pillar

Agenda

FYI – for your information

FD – for discussion

FA – for action or decision

Action Items

Person Responsible

Due Date

Service

 Patient Satisfaction/Physician Satisfaction/Customer Satisfaction Goals/results

 Rounding logs and outcomes discussion

 Rounding on staff; rounding on internal customers – outcomes and follow up

 Review key drivers; review questions on survey

 Review tactics to improve (90 day plan)

People

 Employee Survey Results – action items

 Turnover/Retention goals – results/progress

 Rounding on staff – outcomes, wins, trends

 Thank you notes

 New hire 30/90 day conversations

 Employee Evaluations

 Review tactics to improve employee satisfaction

 Review turnover; review exit interview forms

Finance

 Finance Goals/results/progress

Quality

 Quality Goals/results/progress

Growth

 Growth Goals/results/progress

Community

 Community Goals/results/progress

III. Review of LDI Linkage Grid (status of completing action items)

IV. Professional Development

 What the leader does well

 An area/skill for development

V. Confirmation of priorities

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