Recent Customer Webinars

 

November 2021 

Is Your Strategic Plan An Operating Plan In Disguise?

Whether you are getting started with AchieveIt or entering a new planning cycle, it can be difficult to determine the structure of your plans. One of those most complex challenges clients face is balancing both the strategic and operational aspects of your planning cycle.

In this session, Joe and Stu will walk everyone through a variety of scenarios giving you the tools to keep your eye on your strategic goals while honoring your operational commitments.

During our time together we will cover topics such as:

  • What is the difference between a strategic plan and an operating plan?
  • Which one is more important?
  • What are three ways you can diagnose the type of plan you actually have?
  • What are the best ways to structure your plans in AchieveIt?
  • How many plan items are too many plan items?
  • What reports should we use?

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October 2021 

Product Update - A Conversation Covering New & Upcoming Features

In our recent monthly webinar series, Danny Sehr, Chief Product and Customer Officer, and Drew Swinney, Product Manager, reviewed recent enhancements and upcoming features for the platform.
 
Topics from this webinar included:
  • Live demo of the newly updated Custom Dashboard 
  • Review of our newest enhancements to the AchieveIt platform
  • Features coming up next

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September 2021

Strategy Execution - A Conversation with RWJBarnabas Health

Each of you is faced with strategy execution obstacles on an everyday basis. One of the best ways to overcome obstacles is to learn from our colleagues about what’s working and not working. 
 
We're honored to have Annie with us to discuss solutions to the most pressing challenges facing planners today. Annie has spent her career helping organizations execute their plans both at large health systems and in a consulting capacity. 
 
Some of the topics included:  
  • What’s the role of leadership in strategy execution? 
  • What’s the ideal size of a strategic plan? 
  • What is data’s role in strategy formulation and execution? 
  • How has planning changed now that we’re in a virtual world? 
  • What advice would you give everyone as they enter a new planning cycle? 

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August 2021

Maintaining Momentum in the Midst of Burnout

We know many of you are working hard to maintain momentum on your strategic initiatives while also adjusting to new realities and the long-term burnout of coworkers. 

To help, we’ve gathered recent tactics and approaches that have proven helpful to other customers to share with you.

Some of these included in the webinar are:

  • Recognizing and addressing the challenge of burnout
  • How to maintain momentum through fatigue
  • Planning now for useful end of year reporting
  • In-app tips & tricks to make adjustments within the platform easier

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June 2021

Product Update: A Conversation Covering New & Upcoming Features

In our recent monthly webinar series, Danny Sehr, Chief Product and Customer Officer, and Drew Swinney, Product Manager, reviewed recent enhancements and upcoming features for the platform.

Some of the topics included:  

  • Review and rollout of the newest redesign additions to the AchieveIt platform
  • Features coming the second half of 2021
  • Information on how to gain early access to new features

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May 2021 

Preparing for a Great Year - Starting a New Fiscal Year Plan in AchieveIt

Topics for this webinar include:

  • The compounding benefits of better plan execution
  • How to conduct a retrospective of your plan
  • Effectively closing out your plan
  • How to properly kick off your new plan

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April 2021

The Benefits of Getting Internal Communication Right

Previously, we revealed best practices around plan governance and rigor used by customers that have enduring success. A similar topic pivotal to long-term success is internal communication.

We have significant experience helping customers improve communication about their plans and many of you requested this topic specifically.

Topics for this webinar include:

  • How champions drive success with good internal communication
  • Why internal communication is critical for your plans
  • Assessing how you are doing currently
  • Recommendations for easy wins and common pitfalls to avoid
  • Other resources available to you

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March 2021

Product Update: A Conversation Covering New & Upcoming Features

In our recent monthly webinar series, Danny Sehr, Chief Product and Customer Officer, and Drew Swinney, Product Manager, reviewed recent enhancements and upcoming features for the platform.

Discussion included:

  • The newest addition to the AchieveIt platform: An updated Plan Item Card (now in beta testing)
  • The upcoming Custom Dashboard refresh
  • Our newly awarded FedRAMP ATO (Authorization to Operate)

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February 2021

Great Governance Yields Great Results: Applying Best Practices to Ensure Success

Expanding upon our previous webinars, which covered launching new plans and increasing user adoption, this session highlights the rigor our most long-term clients leverage to ensure enduring success.

Topics for this webinar will include the following:

  • Using governance practices to protect your investment in AchieveIt
  • How governance ensures your data is accurate
  • Leveraging documentation to create self-sufficient super users
  • AchieveIt’s Governance Template - Hit the ground running

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January 2021

Increase & Sustain User Adoption in 2021

Led by Lindsey LeFaivre, Customer Success Team Lead, Joe Krause, VP of Customer Engagement, and special guest Donna Bradbrook, Strategic Performance Manager of Alachua County, as they reviewed how Donna consistently maintains best in class user engagement.

Some topics include:  

  • How to ensure your users don’t see AchieveIt as “the flavor of the month” 
  • Getting internal buy-in from leadership 
  • Creating an ongoing training program for your users 
  • How Alachua County is using AchieveIt to help gain international recognition for excellence 
  • Tips for getting users to make updates on time  

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December 2020

Out with the Old, In with the New: How to Close Out Your Planning Year in AchieveIt

Led by Lindsey LeFaivre, Customer Success Manager Team Lead, Stu Childs, Senior Consultant, and George Sparrow, Senior Customer Success Manager, as they reviewed how to get ready for 2021.

Covered the following steps to accomplish the following:

  • Effectively conduct a retrospective of your plan
  • Start/Stop/Continue is a very simple way to get started
  • Utilize best practices to close out your existing plan
  • Ensure you effectively launch your new plan

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November 2020

Leveraging AchieveIt to Accelerate Decision Making and Execution

In our recent monthly webinar series, Joe Krause, VP of Customer Engagement, George Sparrow, Sr. Customer Success Manager, spoke with special guest, Myra Ricceri, Performance Excellence Coordinator from CommonSpirit Health.

Some topics included:  

  • What organizations that execute at a high level do differently 
  • Learn how to focus your meetings for efficient decision making 
  • Internal communication tips to enhance your organization’s effectiveness

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October 2020

Product Update: A Conversation Covering New & Upcoming Features

In our recent monthly webinar series, Danny Sehr, Chief Product and Customer Officer, and Drew Swinney, Product Manager, reviewed recent enhancements and upcoming features for the platform.

Some of the topics included:  

  • What is Available Now - Recent enhancements users can access today
  • What’s Coming Soon - The features we’re working on now
  • Customer Feedback - Idea and resource sharing

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On-Demand Webinars

Are You Working on the Right Initiatives?

Your organization’s success revolves around choosing initiatives that have the highest impact on your targeted measures. In many cases, plans are never revisited to ask the question, “Are we working on the right initiatives?”

In this webinar, you will learn how to:

  • Identify missing elements of your plans by aligning activities to objectives
  • Implement predictive reporting to gain decision-making power
  • Decide what to keep/cease/change/amend, and how to pivot mid-plan
  • Decrease the number of urgent distractions, and make more time for innovation