Facilitated Strategy Session

Help Paraprofessional Healthcare Institute (PHI) face their biggest challenges with a facilitated strategy session that gets the right people together to brainstorm and map out the path forward.
Paraprofessional Healthcare Institute (PHI)
Bronx, NY, USA
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Paraprofessional Healthcare Institute (PHI)
Bronx, NY, USA

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Posted January 4th

Project details

What we need
  • Expert third party advice on process or managerial changes, geographic or programmatic expansion, potential pivots, or general strategic planning
  • Facilitation of an intensive, one-day strategic planning session with staff and/or Board
  • Note: If necessary, a follow-up strategic planning session may be scheduled
Additional details

Ideally, we would like to recruit a volunteer professional who, in addition to expertise in facilitation, brings knowledge of the long-term care field and/or experience with policy research, analysis, or advocacy. With these assets, the volunteer will be particularly well-prepared to help PHI develop our vision for the Research Institute while honestly assessing questions of relevance, viability, and sustainability. Through this facilitated strategic planning process, PHI will be in the best position to take the next steps of developing a business and marketing plan to make our vision a reality.

What we have in place
  • PHI has a strong policy team, including a director who will lead this volunteer engagement process, and extensive experience producing robust research on the direct care workforce. Often by invitation, we participate in numerous conferences and other events every year and fulfill frequent research requests. We are therefore well-positioned to scale-up our research leadership role by developing a Direct Care Research Institute that brings together other experts in this field under the shared goal of knowledge development and, ultimately, practice improvement and policy change. We are currently conducting a landscape analysis to learn from other successful non-profit research institute examples.
How this will help
This project will save us $4,465 , allowing us to develop our vision of a Direct Care Research Institute that will strengthen our leadership in the long-term care field and advance our mission of improving quality care through quality jobs.

Our country is facing a shortage of direct care workers to support our growing population of older people and adults with disabilities. To mitigate this crisis of care, we must convince leaders to invest in the direct care workforce—and for that, we need more evidence about why and how to successfully recruit, train and retain these workers. Already recognized for our research, PHI now wants to proactively engage other experts in a collective effort to identify knowledge gaps and build this evidence base. Your expert facilitation will help us envision whether and how to develop this leadership role.

Project plan

P
Prep: Distribution of Prep Materials
  • Organization provides relevant background materials to make initial meeting more productive
1
Milestone 1: Background Call
  • Professional and Volunteer Manager in charge of the session engage in a 30-minute phone call
  • Goals of the call include answering any preliminary questions the Professional may have and agreeing upon the goals and structure of the Facilitated Planning Session
  • Professional sends any additional due diligence questions ahead of Facilitated Planning Session(s)
  • Professional distributes an outline or itinerary ahead of Facilitated Planning Session(s) (as necessary)
2
Milestone 2: Strategic Planning Session
  • Attendees include Professional, Organization Executive(s) and/or Board Member(s) involved in decision or strategic planning
  • If necessary, a follow-up session may be scheduled to address issues that may arise and require additional due diligence
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About the org

Paraprofessional Healthcare Institute (PHI)
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Posted by
Kezia S.

Director of Policy Research

Our mission

The Paraprofessional Healthcare Institute (PHI) works to transform eldercare and disability services. We foster dignity, respect, and independence for all who receive care and all who provide it. The nation’s leading authority on the direct care workforce, PHI promotes quality direct care jobs as the foundation for quality care.

What we do

Direct care workers are skilled women and men who provide hands-on care and support every day to older adults and people living with disabilities—in home, community-based, and institutional settings. They ensure clients’ well-being, lend emotional support, and assist with daily tasks essential to living independently.

However, direct care workers are often denied opportunities for high-quality training, living wages, advancement, and respect for the critical role they play—making it harder for them to provide the quality care their clients deserve. It’s also harder for direct care providers to attract and retain caring, committed professionals to meet the growing need for long-term care services.

PHI draws on 25 years of experience working side-by-side with direct care workers and their clients in cities and towns across the country to offer providers, policymakers, and other key stakeholders all the tools necessary to ensure quality care and quality jobs. We maintain a national headquarters in New York and an office in Washington, D.C.

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