vignetta charles, phd senior vice president, aids united november 13, 2014
TRANSCRIPT
Vignetta Charles, PhDSenior Vice President, AIDS United
November 13, 2014
Sector Transformation and Organizational Sustainability
Agenda
Very brief overview of changing landscape Changing nonprofit mindframe Sector Transformation
• Process• Options• Opportunities
Tips for Successful Transformation Information and funding opportunities to support
sector transformation
High-Impact Prevention
G#1: Reduce HIV Infections
G#2:Increase Access to
Care
INCREASE POSITIVE HEALTH
OUTCOMES
G#3:Reduce Health
Disparities
Current Health Care Context
Island Image
Bridge Image
Change is Good. You go first!
Changing nonprofit mind frame
Embrace accountability and outcomes
Know your assets and liabilities Understand contracting and
collaborations Balance social justice and business
EDUCATE
• CHANGES• Policy• Financing• Service
Delivery Systems
• ISSUES:• Identity • Business
Model
• SKILLS:• Advocacy• Scenario
Planning• Succession
Planning
ENERGIZE/ CATALYZE
• Assess Organizational Readiness• Executive
Director• Board• Staff• Clients
• Engage National & Local Funders
• Trust Building
EXPLORE• Actively
support organizations to:• Explore
options• Identify
possible partners
• Test feasibility
• DECISION• Merge• Grow• Go
EXECUTE• Actively support
organizations to engage in a structural transformation process• Collaborations• Business
Model Conversion (ASO to FQHC)
• Strategic Alliances
• Strategic Restructuring
• Responsible Closure
4-Stage Sector Transformation Process
Merge, go, grow
Founding Identity Evolving Identity
Cur
rent
Bus
ines
s M
odel
New
Bus
ines
s M
odel ASO to FQHC
Conversion
Collaboration:• Info Sharing• Referrals• Joint
Planning
ASO Sector Transformation Model
Responsible Closures
(To Ensure Continuity of Care!!!!)
Strategic Restructuring:
• Accountable Care Organizations
• Mergers• Acquisitions
ASO Sector Transformation Model
Strategic Alliances To Develop New Service Models:
• Admin. Consolidation• Formal Co-education• Preferred Provider Referrals• Resource Sharing/Contracting
• Cash, Staff, EHR, etc. • Co-location • Integration w/ Primary Care
Heath B, Wise Romero P, and Reynolds K. A Review and Proposed Standard Framework for Levels of Integrated Healthcare. Washington, D.C.SAMHSA-HRSA Center for Integrated Health Solutions. March 2013
6 Levels of Collaboration/Integration
Potential of Sector Transformation New Partnerships
• Improved services for clients New Service Delivery Models
• Increased clients engaged and retained in care
New Staff Opportunities• Different skillsets
• Evaluation• Insurance navigation• Billing options
Adapted from “What do we know about nonprofit mergers? “ Wilder Research and MAP Nonprofits, 2011
Tips for Successful Transformation
Before Transformation
Financial state of your organization (and that of any viable partners)
Understanding the external environment
Organizational structure Executive Leadership committed to
the outcome
Adapted from “What do we know about nonprofit mergers? “ Wilder Research and MAP Nonprofits, 2011
During Transformation
Inform and involve your staff Organizational culture integration Give the process its due diligence
• Make a plan• Realistic timeframe• Clear decision-making process and
points
Adapted from “What do we know about nonprofit mergers? “ Wilder Research and MAP Nonprofits, 2011
After Transformation
Continued assessment of financial stability• New opportunities?
Take care of your staff• Build staff cohesiveness and morale
Market your new “brand”• Clients/consumers• Funders• Other community organizationsAdapted from “What do we know about nonprofit mergers? “ Wilder Research and MAP Nonprofits, 2011
Keep in Mind: Don’t lose sight of the benefits to your clients Be open to vertical & horizontal partnerships Embrace the MBA in you!
• Know your costs & outcomes• Contracting & MOUs• Learn how to sell yourself
Get your Board on Board!• Upcoming NCIHC webinar• AIDS United Informing the Field archived webinar
• http://www.aidsunited.org/Resources/Tools-0024-Tips-for-CBOs.aspx
Use merger consultants Funder involvement
• Ask for coverage of your time for transformation
Barriers to Transformation Head in the Sand Ego / Identity Funds Time
OK…so what now?
NCIHC
National Center for Innovation in HIV Care: Sector Transformation Webinars
The Current State of ASOs/CBOs• Tuesday, December 16 @ 3PM ET
Topics this spring include:• Getting your board on board• Growing vs. responsible closure• Developing pharmacy services at your organization• Models for merger and affiliations with health care
organizations• Plus more!
Webinars are now on-demand at the Center’s website
National Center for Innovation in HIV Care: Technical Assistance Opportunities
Individualized technical assistance available for Ryan White-funded ASOs/CBOs
TA is focused on enhancing organizational sustainability and/or improving outcomes for people living with HIV/AIDS
AU: Ending AIDS
Strategic GrantmakingCapacity BuildingFormative ResearchPolicy & Advocacy
Ending AIDS
Sector Transformation Program Description
AIDS United is providing funds and technical assistance to: • Help the HIV/AIDS sector demonstrate its relevance, • Create seamless prevention, care and treatment service models,• Ensure the sector viability in the midst of vast changes in
healthcare policy, financing and service delivery models.
These investments change not only community-based organizations, but entire health service delivery systems.
Community Education & Facilitated Conversations
Exploration of Potential Partners & Models
Strategic Alliances
Strategic Restructuring
Responsible Closures to ensure Continuity of Care
AIDS United supports these
3 areas of sector
transformation
AU and Sector Transformation
Sector Transformation Program Structure
AU Support Grants Technical Assistance Informing the Field
Webinars
Technical Assistance Former CBO Executive
Directors Lawyers Meeting Facilitation Strategic Planning
Consultants Health Policy Experts Third-Party Billing
Experts
Examples of Investments
ASO Merger Medical Health Home Merger HIV and Primary Care Integration Coalition Creation to avoid
duplication of services Executive Director Merger Support
AIDS United Sector Transformation Contact Info
Please use the following contact information to learn more about the Sector Transformation program at AIDS United and/or to submit a Letter of Inquiry for financial or technical assistance resource:
[email protected] http://www.aidsunited.org/Programs-
0024-Grantmaking/Sector-Transformation.aspx
This is a process, not an event Do homework
• Read about others’ experiences
• Find templates Find funders who
will finance the process
Confidentiality• Non-disclosure
agreements
Trust
Transparency
Transition
3 Ts
All great changes are preceded by chaos
Webinars will soon be available on our website for on-demand viewing: www.nationalhivcenter.org
Slides from today’s presentation will be emailed to all webinar participants later this afternoon.
Please complete the evaluation at the end of the webinar. Your feedback will inform our programming.
If you are interested in individualized technical assistance, please email us at [email protected].
Join us for our next webinar!
Engagement as Prevention: The HIV Continuum of Care in Action
Wednesday, December 10 at 1:00 PM ET(Find a link to register at our website: www.nationalhivcenter.org )
Closing Slide