Leading With A Vision

1. Leading With A Vision Eye Donation Counselor Onboarding & Training

2. Objectives By the end of this segment, you will be able to… • Describe how effective EDC training drives eye bank success • Justify the investment in onboarding efforts in relation to long term EDC and eye bank benefits • Create onboarding plans for new employees and create a continuing education outline • Prioritize training and allocate necessary resources • Use a variety of activities to engage EDCs in training material • Set EDC performance expectations

3. Leading With A Vision Case Study

4. Offer Accepted 90 Days 90 Days 60 Days 30 Days 1st Day 1st Week Support Enable Prepare E n g a g e What is Onboarding? The processes and activities of effectively integrating new employees to help them adjust to the culture, embrace the values, and establish work goals and priorities

5. Why Focus on EDC Onboarding

6. What is the Role of Onboarding?

7. Sight Restored

8. Complete EDC Onboarding

9. Offer Accepted 90 Days 90 Days 60 Days 30 Days 1st Day 1st Week Support Enable Prepare E n g a g e Phases of New Staff Onboarding

10. Activity What have people done to make you feel welcome in new places? Did you feel welcome on your first day working at your eye bank?

11. Onboarding Phase 1 Hire Date Start Date Prepare & Set the Tone!

12. Position Offered Start Date Prepare for Arrival • Training Resources • Name Badge • Distribute Welcome Bio • Computer Access • Assign training Mentor • Mentor Selection • Onboarding Checklist for EDC • Onboarding Checklist for Manager

13. Week 1 Objectives for New EDCs • Set the Tone! • Understanding of “my work supports the mission” • EDC feels like they have a reputation to live up to • EDC understand they are critical component of eye bank team • Begin to create relationship between EDC and EBM • Understanding of broad eye bank operations • Increased awareness of EDC accountabilities

14. Week 1 Objectives for New EDCs Brainstorm: Activities to support week 1 objectives

15. EDC’s First Day How do you create an atmosphere in which: • The EDCs first day is mutually exciting • The EDC feels accepted as an important part of the team

16. EDC’s First Day Mutually Exciting Event • Welcome Sign • Flowers • Photograph Accepted as Important Part of Team • Personally Introduce to all staff, including board and MDs • Take EDC & training mentor to lunch – Similar activity?

17. EDC’s First Day SightLife Snapshot

18. Development of Team Atmosphere, Trust & Rapport EDCs spend most of their time away from the office team. Challenge: Many EDCs feel as if they aren’t part of the Eye Bank Team

19. Why Focus on EDC Training

20. Training Time Allocation: First 4 Weeks

21. EDC Time Allocation

22. EDC’s First Week Eye Bank Operational Overview • Shadow each EB department for one day • Brainstorm: Learning objectives for each department overview • Opportunity to seek suggestions & hints from other departments Hospital Operations Overview • Tour assigned hospitals, introduce to key contacts

23. EDC’s First Week Formal Training • Criteria • Donor screening communication • Legal/medico cases • HCRP Overview • Approach

24. EDC’s First Week Formal Approach Training • Philosophy • Fundamental Steps • High Stakes Interactions • Training Script • Mock approaches with EBM

25. EDC’s Second Week Training Mentor Shadowing

26. EDC’s Second Week Hospital EDC Shadowing Observe daily task completion: • Death log audits • Medical Screening & suitability determination process • Medico-Legal Case Process • Approach • Logistics • Hospital Relationship Building • Donation Education

27. EDC’s Second Week Death Log Audit Training • Where to find • Frequency of checks • Action triggers

28. EDC’s Second Week Medical Screening Training • Contraindication List • Red Flags • Management Support Resource

29. EDC’s Second Week Medico-Legal Case Training • Legal Process • Roadblock Options • Mortuary MD vs. Police Restrictions • Relationship Maintenance & Development

30. EDC’s Second Week Approach Training

31. EDC’s Second Week Approach Training Role Play Demonstrations

32. EDC’s Second Week Hospital Relationship Building Perception is Reality • Customer Service • Boundaries • Resources • Request Fulfillment • Communication Protocol

33. EDC’s Third Week Skills Demonstration Phase Demonstration Checklist Death log audits Medical Screening & suitability determination process Medico-Legal Process Approach Logistics Hospital Relationship Building Donation Education

34. EDC’s Third Week Week 3 Meetings Meeting between manager and training mentor to discuss EDC progress Check-in between manager and EDC

35. EDC’s Fourth Week EDC given autonomy & training mentor available when necessary Daily check in with training mentor or Eye Bank Manager Creation of personal development goals

36. Within the First Three Months EDC training at Ramayamma International Eye Bank

37. Monitoring Training Progress

38. Continuing Education What is continuing education? Why is continuing education important?

39. Continuing Education • Coaching VS. Reprimanding • Triggers vs. Annual • Facilitation Method • Electronic • Elective • CEUs

40. Continuing Education Group Meetings • Avoid reciting policy • Vision based training • Celebrate successes • Initiate conversation among EDCs about the approaches they’re most proud of over previous month. EBM & EDCs can offer guidance

41. Continuing Education Private Performance Meetings • Justified • Confidential • Motivate VS. Punish • Mission driven • Clear action plan

42. Continuing Education Non-urgent policy/procedure updates Process update sign off boards Electronic modules

43. Continuing Education – SightLife Snapshot

44. Continuing Education – SightLife Snapshot

45. Continuing Education Elective & CEUs • EBM approved personal development • Possibly during work time • SightLife Academy

46. Final Thoughts What are two training activities you are most excited to introduce at your eye bank and why?