JUNE 2012

CVIM Strategic Plan Update

STRATEGIC GOALS

1. Expand access to care for current and new patients      

2. Redirect more resources to patient care through operational efficiencies 

3. Make CVIM Chester County’s charity of choice

4.   Transition to a governing board                                   

Patient Satisfaction Survey

Patients reported:

100% - Satisfaction with overall care

98% - That staff were helpful and caring

96% - They were presented with health education during visit (compared to 59% last year)

93% - Overall improvement in health status since becoming CVIM patient

[100 patients surveyed: 55 English - 45 Spanish]

Patient Volume

FISCAL YEAR 2012 SUCCESSES

Fund Development

Fiscal Year 2012 Highlights

* Golf Classic

* Winter/Spring Appeals

* Foundation Awards

* Pledges

Winter Newsletter (Calendar Year End Appeal)

2007 2008 2009 2010 2011 (FY'12)

$0

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

$350,000

Spring Newsletter (Fiscal Year End Appeal)

2008 2009 2010 2011 2012$0.00

$10,000.00

$20,000.00

$30,000.00

$40,000.00

$50,000.00

$60,000.00

$70,000.00

$80,000.00

$90,000.00

Fiscal Year 2013 Plans & Challenges

CVIM 15th AnniversaryNew Pillar MembersBoard CommitteesCompanies of CaringMarketing CommitteeBuild and Sustain New Golf Sponsors

How Can I Help to Make CVIM the Charity of Choice in Chester County?

Board giving – importance of 100% participationCVIM Elevator speech – know your talking pointsWhat else can I do? 1. Help to open closed doors & cultivate new donors 2. Invite contacts for a tour of CVIM 3. Invite and include us at your events

Income Source Summary

Constituent No. of Donors No. Gifts Given Total (to date)

Board 18 30 $50,550

Church 9 21 $10,417

Corporation 50 60 $404,809

Former Board 3 5 $22,650

Foundation 31 30 $352,200

Government 3 4 $49,448

Individual 417 489 $1,031,375

Organization 13 14 $41,178

Staff 6 7 $6,836

United Way 2 2 $42,240

Volunteers 63 89 $25,842

Fiscal Year Donors Dollars

FY 2012 624 $2,037,545

FY 2011 726 $2,329,183

FISCAL Y

EAR 2012 S

UCCESSES

Volunteer Management

Volunteer Recruitment

Numbers of new volunteers

Volunteer recruitment activity

Student internships

Volunteer Committee

Selection and orientation process

Training

Volunteer Recognition

Volunteer Committee

Volunteer Week Celebration

Volunteer Stars

ORTHODONTIST 10 Years

MATTHEW SWIATEK, DMD, MMSc

Example of Volunteer Star on CVIM Website

Volunteer Retention & Leadership

Communication

Cross training

Corporate Volunteer Partners

Examples of volunteer leadership

FISCAL Y

EAR 2012 S

UCCESSES

Dental Services

Dental Teamwork

New Dentist Dental Hygienist

Volunteer Clinicians

Staff

Student Component

Dental Program Enhancements

HIV Testing

Smoking Cessation Program

Outreach

FISC

AL Y

EA

R 2

012 SU

CC

ESSE

S

Medical Program Accomplishments

Medical Home Model

Care Coordination

Community Partnerships

Case Example

Program Enhancement

Diabetes Case Management

Nutrition

Step it Up

Obesity

Comparison of National vs. CVIM Obesity Statistics

36%

37%

27%

National Obesity

16%

38%

46%

CVIM Obesity

Green: Normal <25Yellow: Overweight 25-29Red: Obese >30

Breakfast & Business Meetings

CommunicationEngaging VolunteersCare Coordinator RoleExpanded Clinic HoursNew Patient Volumes

Quality Assurance

Credentialing and Privileging

Chart Reviews

Peer Review

Continuing Medical Education

FISCAL Y

EAR 2012 S

UCCESSES

Dispensary Accomplishments

Transition

Leadership TransitionOverlapIncreased hours

Operational Efficiencies

Dispensary Programs

Smoking Cessation

Patient Assistance Program

Student Rotations

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