The CHI Health hospital group uses AchieveIt to execute huge initiatives – such as tracking strategic plans or launching new programs – across service lines and geolocations. Myra Ricceri has been dubbed the “AchieveIt Queen” by her team. In her work as a Performance Excellence Coach Coordinator for CHI Health, Myra oversees major process improvement initiatives. As the main driver of project and change management and continuous improvement, Myra was looking for a tool to help her enable accountability and cross-plan visibility so she could drive work for her team. The rest is history. In this webinar recording, Myra tells her story about how AchieveIt empowered CHI Health Immanuel to become one of the first hospitals in the U.S. to earn an advanced certification from the American Heart and Stroke Associations. Myra shares how she and her team have been able to accomplish the following since implementing AchieveIt: > Launching a 6+ month project in just 23 workdays > Cutting monthly reporting time from 4 hours to 15 minutes > Reducing the number of status update meetings by half

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An AchieveIt Customer Story Webinar
How Succeeds with
August 14, 2018

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Myra Ricceri, PMP, CLSSGB, FLMI, ACS
Performance Excellence Coach Coordinator
#achieveitqueen
MYRA’S STORY
WHAT GETS MEASURED GETS DONE
HOW USING ACHIEVEIT CATAPULTED US INTO GREATNESS
Intro

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MEET THE SPEAKERS
MYRA RICCERI
PMP, CLSSGB, FLMI, ACS
Performance Excellence Coach Coordinator, CHI Health
• 25 years of experience in Project Management, Change Management, and Experience Design
• Awards: PMI Distinguished Project (2006), PMI Project of the Year (2006, 2007, 2011), and Move the
Model (2007) from Planetree
• Oversees design, openings, and operations for a 64-bed adult behavioral hospital, several sleep labs,
consolidation of Cardiovascular Surgery programs, the opening of a LTC facility to serve Senior Citizens,
system-wide (6 hospitals) Chest Pain Center, Heart Failure and Atrial Fibrilation Accreditation, Ambulatory
clinic transformation into Patient Centered Medical Home, and various other projects
JONATHAN MORGAN
Moderator
Strategy Execution Consultant, AchieveIt
Intro #achieveitqueen

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• 100 hospitals
• 18 states
• 3 academic health centers & major teaching hospitals
• 29 critical-access facilities
• $1.2 billion in financial assistance and community
benefit provided (2017)
• $2.1 billion in assistance provided including unpaid
Medicare (2017)
• $15.5 billion operating revenues (2017)
• $22.7 billion in total assets (2017)
WHO IS CHI?
ACHIEVEIT USE CASE
ABOUT
• Use of AchieveIt spread from regional groups
• AchieveIt use cases:
• Strategic Planning
• Operational Planning
• Project Planning
About CHI #achieveitqueen

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• HQ in Omaha, Nebraska
• 15 hospitals
• 2 stand-alone behavioral health facilities
• More than 150 employed physician practice locations
• More than 11,000 employees in Nebraska and Iowa
WHO IS CHI HEALTH?
ABOUT CHI HEALTH
ACHIEVEIT USE CASE
• AchieveIt use case: project planning
• Better cross-plan visibility
• Helps drive work with accountability
• More accurate reporting
• More efficient status update meetings
About CHI #achieveitqueen

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MY ROLE AS A PERFORMANCE EXCELLENCE COACH COORDINATOR
MAJOR PROCESS
IMPROVEMENT
INITIATIVES
PROJECT MANAGEMENT
& CHANGE MANGEMENT
CONTINUOUS
IMPROVEMENT
About CHI 6#achieveitqueen

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• Compiling spreadsheet reporting into standardized reports for
executive analysis
Integrating project
management into strategic
plan initiatives
Balancing high-level
visibility and PM-level detail
Maintaining one version
of truth
• Keeping an up-to-date pulse on
growth projects, without
constantly spending hours
reporting and in status update
meetings
• Driving work with easily visible
due dates and accountability
• Tracking historical updates, documents, and the “why” behind
metrics
CHALLENGES BEFORE ACHIEVEIT
About CHI #achieveitqueen

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CHI Health Immanuel Medical Center
Become a Thrombectomy-Capable Stroke Center (TSC)
Neurology Medical Director: “We must be the first!”
THE FIRST PROJECT
New, advanced certification offered by The Joint Commission in collaboration with AHA/ASA
84 to-do’s/standards that must be met
>
>
>
The Project #achieveitqueen

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TODAY’S DATE:
THE CATCH
FIRST APPLICATION SUBMISSION DATE:
17
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The Project #achieveitqueen

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USUALLY WOULD’VE BEEN A 6 + M O N T H PROJECT
WORKDAYS
THE TIMELINE
23
NOV 2017 DEC 2017 JAN 2017
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The Project #achieveitqueen

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HOW ACHIEVEIT SAVED OUR PROCESS
Use of AchieveIt
PLAN THE WORK –
WORK THE PLAN
FOCUS ON EXECUTION
& ACCOUNTABILITY
UPDATES IN
STANDARDIZED
FORMAT / REPORTS
EXECUTIVE-READY
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GET CERTIFIED
MEET MORE EFFICIENTLY
Simplify status meetings with agendas that address
what needs help first.
ENABLE EXECUTIVE REPORTING
Get the whole picture at-a-glance, and drill down
into project details when needed.
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6
4
GET CONTEXT
Attach documents and provide contextual status
updates behind the metric.
BUILD THE TIMELINE
Work backwards from the due date and gain buy-in
from project owners.
ALIGN THE PLAN
Build out the plan using the requirements &
standards of the certifying body as plan items.
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3
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OUR CERTIFICATION PROJECT
CERTIFICATION PROJECT: BECOME A TSC
Use of AchieveIt
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MEET ACHIEVEIT
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Use of AchieveIt #achieveitqueen

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ACHIEVEIT GANTT VIEW:
USE VISIBILITY TO BUILD THE PLAN
• Create accountability by assigning plan
item owners
• See how all timelines work together
BUILD THE TIMELINE1
Work backwards from the due date and
gain buy-in from project owners.
THE ACHIEVEIT BENEFIT
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Use of AchieveIt #achieveitqueen

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ACHIEVEIT PLAN VIEW:
CREATING ALIGNMENT
• Customize plan items to reflect steps of
certification process
• Can see how each rolls up to overarching
goals
ALIGN THE PLAN2
Build out the plan using the requirements
& standards of the certifying body as plan
items.
THE ACHIEVEIT BENEFIT
Stroke - TCA Project Plan
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Use of AchieveIt #achieveitqueen

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ACHIEVEIT PLAN CARDS:
DATA IN CONTEXT
• Attach documents directly to plan item
• Proof! - the “why” behind the metric and a
trail of work
• Word for word requirements of the
certifying body
GET CONTEXT3
Attach documents and provide contextual
status updates behind the metric.
THE ACHIEVEIT BENEFIT
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Use of AchieveIt #achieveitqueen

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ACHIEVEIT PIE CHARTS:
CREATE ACCOUNTABILITY
MEET MORE EFFICIENTLY4
Simplify status meetings with agendas
that address what needs help first.
THE ACHIEVEIT BENEFIT
AVOID THE PRINCIPAL’S OFFICE!
• Keep track of late updates by leveraging
accountability
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Use of AchieveIt #achieveitqueen

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ACHIEVEIT FILTERS:
EFFICIENT STATUS MEETINGS
MEET MORE EFFICIENTLY4
Simplify status meetings with agendas
that address what needs help first.
THE ACHIEVEIT BENEFIT
• Filter all plan items – from all plans – by
any field
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Use of AchieveIt #achieveitqueen

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BEFORE ACHIEVEIT
Weekly meetings
1 hour
Often ran over
Key attendee(s) not present
Time to Prepare Agenda
and Meeting Notes
Spent majority of time sifting through information, discussing,
and brainstorming
BIG SAVINGS ON MEETINGS
WITH ACHIEVEIT
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Every-other-week meetings
(We only held 4!!!)
1 hour
Often ended early
Updates in comments
Physical attendance not critical
Use filters to build instant agenda
Take notes on plan item cards themselves
Review information before meeting, so can spend majority of
time finding solutions and getting RESULTS!
Use of AchieveIt #achieveitqueen

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CONSERVATIVE QUANTIFICATION OF SAVINGS:
NEARLY $5,000 – IN LESS THAN 2 MONTHS!
Not to mention: This was our FIRST PROJECT to be managed using AchieveIt
BIG SAVINGS ON MEETINGS
HALF AS MANY
MEETINGS
MORE EFFECTIVE
MEETINGS
TIME BACK
ON CALENDARS
MORE TIME
SPENT EXECUTING
LESS TIME
SPENT REPORTING
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Use of AchieveIt #achieveitqueen

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ACHIEVEIT DASHBOARDS:
HIGH-LEVEL VISIBILITY
• High-level status pie charts
• Live dashboards
ENABLE EXECUTIVE REPORTING5
Get the whole picture at-a-glance, and
drill down into project details when
needed.
THE ACHIEVEIT BENEFIT
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Use of AchieveIt #achieveitqueen

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BEFORE ACHIEVEIT
Word document
Updated monthly
Ask multiple times for updates from stakeholders
Copy & paste from one column to another
Approximately 4 hours every month
BIG SAVINGS ON REPORTING
WITH ACHIEVEIT
Live, high-level dashboard
Can be sorted by information type
Information updated live
Automated AchieveIt emails go out to project owners on a set
cadence
Includes all past history of projects, but automatically updates
reports to new status
ONLY 15 MINUTES A MONTH WITH ACHIEVEIT
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Use of AchieveIt #achieveitqueen

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• We were 4th in the USA to receive
certification
• 2-day on-site review in early May, 2018
• Success!!
GET CERTIFIED!6
THE ACHIEVEIT BENEFIT
ACHIEVEIT DASHBOARDS:
HIGH-LEVEL VISIBILITY
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WHAT WE LEARNED FROM OUR FIRST PROJECT
THE BOTTOM LINE
Focused meetings save time, move projects along faster, and get things accomplished!
FOCUS
There are no excuses when initiative owners know they and only they are responsible and expected to
provide important updates.
ACCOUNTABILITY
Other Tips 24#achieveitqueen

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BEFORE ACHIEVEIT
Goals that start with, “Open the hearts and minds…”
(No way to measure results)
Ideas on a list with cryptic notes
No idea who is accountable
Outdated Word Doc
Items with 3+ people assigned
(Why do we do this? Because we want everyone to feel LOVED)
WITH ACHIEVEIT
Plans that contain metrics!
Aligned plan items with project history
Easily identified initiative owner
Dashboards for executives – in REAL TIME!
Only 1 accountable person per initiative
(Many involved, but ONE person is driving)
WHAT WE LEARNED FROM OUR FIRST PROJECT
EVOLUTION OF OUR PLANS
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WHAT WE LEARNED FROM OUR FIRST PROJECT
WORTHY COMMENTS ONLY
doesn’t exempt you from a contextual comment.
ONE MORE TIP… WHY?
• Context is everything
• Each status update is a journal entry
If you say, “Progressing well,” your comment is redundant –
we can see the status is “ON TRACK”
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Other Tips #achieveitqueen

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WHAT WE LEARNED FROM OUR FIRST PROJECT
WORTHY COMMENTS ONLY
ANATOMY FOR A WORTHY COMMENT:
DESCRIPTION OF LAST WORK COMPLETED
RECAP OF WORK THAT HAS BEEN DONE SINCE LAST UPDATE
NEXT STEPS
DEADLINES
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METRICS
Other Tips #achieveitqueen

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• Not enough detail for project
management
• Not a high enough overview for
executives
Integrating project management
into strategic plan initiatives
Balancing high-level
visibility and PM-level detail
Maintaining one version
of truth
• Difficulty seeing across plans and
projects to get overall status
• No way to align smaller projects
to overall business goals
• Drive work with easily visible due dates and accountability
• Increase cross-plan visibility
• Align project initiatives to overarching strategy
• Shorter, fewer, more productive status update meetings
• Hours spent collecting,
compiling, and reformatting data
for reports
• No context around updates
CHALLENGES SOLVED BY ACHIEVEIT
NOW
NOW
NOW
• Dashboards are always up-to-date
• Information and details available at any level
• Updates are standardized and reports are all in the same
language
• Automated reminders for status updates
• Faster and more simplified reporting
• Better data = better decisions
• Attach documents to updates
• Context behind the metrics
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Other Tips #achieveitqueen

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WHAT GETS MEASURED GETS DONE
Just another example that proves
WHAT GETS MEASURED GETS DONE
SURPASSING THE GOAL
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THANK YOU
MYRA RICCERI
PMP, CLSSGB, FLMI, ACS
THE CHI HEALTH
PERFORMANCE EXCELLENCE COACH COORDINATOR
MYRA.RICCERI@ALEGENT.ORG
JONATHAN MORGAN
MODERATOR
STRATEGY EXECUTION CONSULTANT
ACHIEVEIT
JMORGAN@ACHIEVEIT.COM
Thanks for allowing me to tell our story!
ACHIEVEIT “QUEEN”
About AchieveIt
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SEE ACHIEVEIT IN ACTION
https://www.achieveit.com/watch-product-demo/
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About AchieveIt #achieveitqueen

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CHECK OUT OUR RESOURCES:
https://www.achieveit.com/resources/
WANT MORE
FROM ACHIEVEIT?
FOLLOW US ON TWITTER
@GOACHIEVEIT
…
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