Meet with a health care professional in your prospective
client organization to present your data review project proposal. Then, submit
a summary of the required changes, with the client’s signature. There is no
page limit for this assessment.
The ability to articulate the potential impact of your
project in a concise manner to project stakeholders can impact the successful
implementation of any change initiative. The successful outcome of your project
depends upon your ability to communicate effectively and prepare for meetings
with important stakeholders.
Overview and Preparation
Note: In this assessment, you will present the project
proposal that you developed in Assessment 2 to the client for negotiation and
approval.
Document Review
To prepare for this assessment, read the following:
Client Meeting and Project Approval Guide [PDF].
The information provided in this document will help you in
preparing for the meeting, presenting your data review project proposal, and
obtaining approval for your project from the client. In addition, it provides
guidance, recommendations, and examples that are crucial to successfully
completing this assessment. You are encouraged to download this document and
keep it on hand as a ready reference.
In addition, download and review the template you will use
for this assessment:
Assessment 3 Client Meeting and Review Template [DOCX].
Key Preparatory Tasks for a Successful Meeting
Thorough preparation will ensure that your meeting is
productive. Take the following steps to prepare for the meeting:
Conduct background research on your prospective client
organization. Identify a first and second choice for connecting with a
practicing health care professional in that organization.
Research best practices for professional communication and
feedback to prepare for the interview.
Reflect upon your experience in human services and health
care administration relevant to your proposed project. Based on the NCHL
competencies, is your proposed project realistic?
Prepare a list of questions that you would like to ask the
practicing health care professional. Refer to the Client Meeting and Project
Approval Guide [PDF].
Note: You should arrive at the meeting with proposed
performance indicators related to the health care issue you have identified.
However, it is possible that you have chosen the wrong indicators, that the
indicators are not included in the organization’s data sets, or that the client
thinks different indicators might be more helpful. It is your job to verify,
discover, or redefine your performance indicators so that you can proceed with
your data review.
Requirements
You will need to take the following steps to complete this
assessment. Details and supporting information for completing each step are
contained in the Client Meeting and Project Approval Guide [PDF].
Step 1: Schedule a meeting with the prospective client.
Step 2: Meet with the client and present your project
proposal (your combined Assessments 1 and 2). You may wish to send your
proposal to your reviewer prior to the meeting.
Provide evidence-based support for your assertions and
conclusions.
Be clear about the project scope, execution, and focus.
Be clear about the value of your proposed project and how
you will measure the outcomes for each of the four areas of the balanced
scorecard.
Be prepared to answer questions that the client asks.
Step 3: Work with the client to refine your project proposal
as necessary, including any negotiated changes, using the Assessment 3 Client
Meeting and Review Template [DOCX]. Summarize the feedback offered by your
client during the meeting, and provide any substantive, relevant details needed
for clarification. (You will integrate the client feedback into your final
project report.)
Step 4: Submit the changes noted in your Assessment 3
template to the client for their approval and signature. (The client’s
signature, title, and contact information are required.)
Step 5: Scan and submit the signed copy of the Assessment 3
template as the deliverable for this assessment.