SCOPE OF WORK

January 1, 2015 – June 30, 2016

OBJECTIVE 1: Participate in organizational capacity building, including executive leadership and management development as well as
organizational readiness preparation through participation in 4 seminars (up to 10 days total)
ORGANIZATION
ACTIVITIES/TASKS NAME: TIMELINE OUTPUTS (Tangible products that result from a program’s
OBJECTIVE
PROJECT TITLE: 8: Design Service
LinkageDeliveryLab Model activities or tasks)
1.1 Finalize senior management team selection:
Develop contractual relationships January 1, 2015
with the health plansOUTPUTS
fromCompleted
the eight contact sheet including names, titles,
ACTIVITIES/TASKS
GOAL STATEMENT: TIMELINE (Tangible products that result from a program’s
Required: duals counties. phone numbers and email addresses.
activities or tasks)
 Executive Director or Chief Executive Officer
8.1 Research existing models / interventions that meet the  Summary of Model Research findings
 Chief Financial Officer/Director of Finance
needs discovered via RCA, interviews, market scan,
etc. Chief Operating Officer/ Director of Programs
OBJECTIVE
OBJECTIVE 5:
Status: Complete
2: Select a Rootfor
1 member Cause Analysis in
participation (RCA) to determine
Advisory Board what causes high costs and low quality care for the target population
Plus staff in charge of:
8.2 Determine interventions / strategies / key foundational  Final report including Model Design
areas
OBJECTIVE Outreach
ACTIVITIES/TASKS 7: Determine
6: Identify if other
Potential CBO Partnerships
Partnership andtheare
with TIMELINE
needed
Health CareforSector OUTPUTS
Model(represent
Design and new ((business
Service
Tangible Delivery
opportunity)
products that
ACTIVITIES/TASKS of focus based upon RCA findings, market TIMELINE OUTPUTS Tangible products that result
result from
from aa program’s
program’s
consumer
Marketing research, etc. activities or tasks
activities or tasks) )
5.1 Attend
2.1 Consumer Operations
ACTIVITIES/TASKS interviews,
twelve, 1-hour potential
Advisorypartner discussions,
Board calls. TIMELINE
Feb 2014  Final
OUTPUTSTeam Report (Tangible
member products that result from a program’s
attendance
OBJECTIVE
Status: chart reviews, 10: review
Develop of QIO
an data
Approach (if applicable),
to Marketing
3: Participate in Learning Collaborative through etc. use of2014
March web based platform
activities or tasks )
Point
8.3 ofHone
6.1 Determine
7.1 Contact
Identify forTarget
inmodel
on
potential project
organizational
partnersteam
Population
operations, gaps – and
(healthmustcare
protocols, beand
one
identify of the
the
managed
integration April 2014  Final
List ofreport of Organizational
identification of potential Assessment
partnerships and an
Reports on including
progress Model
towards Operations
assigned tasks
project
OBJECTIVE team
services
strategies,
ACTIVITIES/TASKS members.
for
providers) what
careIdentification
4: type
of
Participate of
needs collaborative
inof the target
technical
overall management, staffing, intake / relationships
population
assistance activities with identified
TIMELINE
May 2014 consultants. understanding
OUTPUTS ( of
Tangible the services
products that offered
result frombya potential
program’s
Status: may be needed other CBOs
 Identification
referral, assessment, of potential
and health
service care partner’s
delivery process July 2014  CBO
activities orpartners
tasks) for upcoming seminars
Preparation
1.2
Status:
10.1 Attend
needs
ACTIVITIES/TASKS 3
Define – day
and kick-off
craft seminar
messaging in Southern
around
3.1 Provide monthly updates on activities and progress via January new California
service / January
TIMELINE 14
August 2014 –
2015 –16, 
OUTPUTSTeam
 Final
Monthly member
plan(Reports
defining
Tangibleattendance
Communication
products Strategy
that result from and
a program’s
6.2
7.2
Status: Facilitate
webIdentify model
based CBOan
in assessment
Understanding
platform apartners
manner if
of what of
that your
needed
the organization’s
is important
new models/ core
to potential 2015
September
June 2016 2014 Assessment
 Marketing
Final
List
activities orstrategy
of ) ofand
identified
tasksMaterial organizational
CBO planpartners capabilities
for ongoing partnership
8.4 offerings
4.1 Host partners
Define two /in-person
gaps,
interventions
measurements consider
and develop what
andmarketing
aretechnical
needed howto the potential
address
assistancematerial
performance the partners
issues
meetings for
will be October 2014
February 2015  Final
Development
development
Agenda of strategic
report including plan to offer
Performance Long-Term
Measurements
Status: might need from
yourrevealed
organization
evaluated in theyour
RCA organization,
ranging from 3-5 hoursand create a November
August 2015
2014 Service and
 Technical Supportssummary
assistance on a contractual basis with
Status:
Status:
OBJECTIVE framework
7.3 Host meetings for strategic-oriented
9: Develop
with potential
a Budget CBOandpartnership
partners,
Rate Structure
determine January 2016 health
 Summary
Team membercare partner
of Collaborative
attendance Structure for working
Status:
10.2
5.2
8.5 discussions
Determine
Conduct
collaborative
Assess additional
an external
organizational
structurescanfortraining
level of / support
thereadiness
market
multi-organization
of needed
serviceto
toforunderstand February 2016  Marketing
Finalreport
together
Final Report Training
including Capacity Building for
Status:
1.3 Attend three
promote
existing
involvement,
delivery
ACTIVITIES/TASKS additional
and services
health care
determine
and ona2community-based
and
a plan - 3day
an
for
plan forseminars
ongoing
ongoing basis
capacity inservices,
meetings/ locations
building June
March 2015
TIMELINE2016 OUTPUTS
Team member
Implementation (Tangible attendance
products that result from a program’s
6.3
4.2 Determine
to becommunications
determined
resources,
Participate messaging
in monthly around
under-utilized assets,
technical core offerings
gaps in service
assistance andareas,
support December
April
January2016 2015
2015 –  Initial
Work
Agenda
activities orconcept
tasks) paperfrom
Assignment / executive
previoussummary
seminar that can be
has been
calls
Status:
Status:
9.1 strategies
potential for
areas newof service
duplication, development
etc.
Define services/ interventions, cost of delivery, May
June 2016 shared
completed
Final
Technicalwith potential
and turned
assistance
plan defining partners
in and Rate Structure
summary
Budget
Status:
10.3
7.4
8.6  Determine
CraftUnderstanding
Develop
volume, andstaffing,
strategy strategies
of existing
sign Memorandum
and
wages, for education,
services
implementation
expenses,
of Agreement and
outreach,
training,
plan gaps
rate andfor
with
(MOA)  Final
Organizational
Agreed plan
report
upon defining capacities
including
and
Team member attendance Business
signed areDevelopment
Strategy
MOA improved andplan
and Implementationthe
6.4
Status: Schedule
the
documented
structure, and
 Identification
working etc., host
tasks, meetings;
andofdevelop
roles,
potentially
and determine
financial
timelines
needed follow
model up
CBOto reflect aand  including
Dates,
organization
plan agendas
with projections,
is and
prepared
documented summaries
target
to enter
tasks, partnerships,
of into
roles, partner
anda timelines
contractual
meetings
strategies
ongoing
development
together,
variety ofcommunication
partnerships
ifsituations
needed of new business
plan with potential partner and
per
partnership
partnership,
an ongoing withplan
roles,
a health
forandfostering
care
timelines
provider
the relationships
Status:
OBJECTIVE 11: Finalize the Business Plan

OBJECTIVE
ACTIVITIES/TASKS12: Formalize a partnership with SCOPE OF
a Healthcare WORK
or Managed
TIMELINE CareOUTPUTS
provider (Tangible products that result from a program’s
OBJECTIVE 13: Participate in Evaluation Activities activities or tasks)
ACTIVITIES/TASKS January 1, 2015 – June 30, 2016
TIMELINE OUTPUTS
11.1 Create a business planning framework and a plan  Business (Plan Tangible products that result from a program’s
OBJECTIVE
ACTIVITIES/TASKS14: Additional Activities
that includes (executive summary, target market, TIMELINE OUTPUTS
activities
 Outline (Tangible
or tasks
for )Furtherproducts thatDevelopment
Proposal result from a program’s
12.1 service
Finalize
description,
structure oforganizational
the partnership
structure,
including an or tasks)partnership
 Formalized
activities
ACTIVITIES/TASKS
13.1 Aspartnerships
outline
developed
of services,
&and
alliances,
implemented
implementation
budget,byimplementation
Theplan,
SCAN TIMELINE OUTPUTS
 Formalized (Tangible
partnership
products that result from a program’s
plan,
Foundation
communication
outreach
participate
plan,
plan,
growth
performance
in evaluation
plan, etc.)
standards,
activities. and activities or tasks)
an
14.1
Status:
Status: agreed upon and signed legal agreement
Status:
Status: