3. Overview
Introduction to all Begin evaluation Assess and
department heads, phase of facility. identify service
managers, etc. Review budget, line cost issues
and get office strategic plan, and recommend
organized and etc.. Review ways to reduce
review all policies contracts and cost, increase
and procedures. agreements. revenue, etc.
30 Day Plan 60 Day Plan 90 Day Plan
3
4. Orientation 30
Day Plan
• Meet management, team members, support
departments
• Visit heads of departments of all service areas
• Learn the culture of the facility
• Learn policies and procedures
5. Research and Organization 30
Day Plan
• Identify top organizational issues and research
possible solutions
• Use 80/20 Rule to prioritize organizational issues and
solutions
• Identify key levers for success
• Develop appropriate action plans based on training
and review of organization
• Identify top organization issues
• Staffing, contractuals, etc.
6. Identify Top Priorities: 30
Day Plan
• Top 10 current service lines
• Identify “problem” issues or most “at risk” areas
• Top 10 potential service lines that could be
beneficial to the facility
• Top competitive companies
• Use the “80/20 Rule” to evaluate processes,
product success, or services
• Prepare a SWOT analysis of financial status
and meet with CEO on how to improve
7. Contact Carriers and Vendors 60
Day Plan
• Introduce yourself via letter or e-mail
• Review all contracts and agreements with
your organization
• Meet any vendors regularly used and
review all contracts
• Understand payment arrangements with
vendors
• Report on progress to manager and
get feedback
8. Review Financials 60
Day Plan
• Study budget, inventory, supplies, etc.
• Review Budget
• Identify inventory and supply issues
• Establish procedures for addressing
issues
• Follow through on commitments
• Establish myself as a resource and
consultant
• Examine daily operational cost-controls
• Begin evaluating cost-efficiency of
vendors / suppliers
• Identify areas to upgrade or improve
• Begin research on long-term goals
9. Ongoing Steps 60
Day Plan
• Continue to turn in paperwork and
reports in a timely manner
• Continue to dialog with
supervisor/manager
• Study to improve service line and
procedure knowledge.
• Build relationships with staff,
management, etc.
• Attend meetings and build trust, and be
a good team member
• Review department satisfaction and
address issues
10. Moving Forward 90
Day Plan
• Work efficiently and effectively to ensure
optimum time management.
• Use 80/20 rule
• Focus on lower-priority product/service
lines to build revenue
• Implement new procedures, techniques,
or plans to further long-term goals.
• Come up with new and creative ways to
grow company revenues.
• Get input from team and manager.
11. Increasing Momentum 90
Day Plan
• Use 80/20 Rule to identify top revenue-
generating activities
• Use data to identify most efficient
procedures
• Use data to identify least efficient
procedures
• Streamline procedures for better efficiency
• Use 80/20 Rule to begin evaluating time
and task management
• Organize daily schedule for optimum
efficiency
• Begin to implement organizational solutions
•.
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12. Increasing Momentum cont’d. 90
Day Plan
• Continue dialog with other departments
within the organization
• Develop ongoing smooth working
relationship
• Evaluate progress toward quarterly goal
• Compare your department’s or group’s
performance with others at the same level
• Evaluate performance
• Identify new procedures or plans to improve
performance
• Implement new ideas
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13. Thank You!
Name: William Toujouse, MBA
Phone: (504) 577-0105
Email: wtoujouse@aol.com
Profile: www.linkedin/in/williamtoujouse
Blog: www.biznesscents.com
