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9183925006 - 01 2014 new employee orientation

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Information about 9183925006 - 01 2014 new employee orientation
Education

Published on February 18, 2014

Author: oksocial

Source: slideshare.net

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New Staff Orientation Oklahoma Chapter February 18, 2014

Peggy Moran Community Education Coordinator Colin McKewen Walk Coordinator

Staff Orientation Agenda By: Janice Morgan, Special Assistant to CEO Overview /History of Oklahoma Chapter Chapter review Administrative Information Employee Policies and Procedures Kate Scruggs, Director of Finance Accounting Overview Payroll/Benefits Review Lindsay Jordan, Director of Development Donor/Foundation Relations Major events Nellie Windsor, Director of Communications/Tulsa Programs Randle Lee, Regional Director/OKC Office • Public Policy Diane Wood, Director of Programs Educational Programs Training

Oklahoma Chapter by Janice Morgan (Hand-Outs in manual):         Current Organizational Chart Brief History Key People – OK Chapter and National Alzheimer’s Association Mission Statement Vision Statement Current Chapter Strategic Plan Financial History/Annual Report Newsletter Sample(s)

Management Team

Our History  The Alzheimer’s Association was founded in 1980. Tulsa was known as the Tulsa Green Country Chapter – just one of 203 chapters nationwide over the next decade.  In 1996, the OKC and Tulsa Green Country Chapters merged to become “The Oklahoma Chapter”.  Then, through a national realignment plan in 2001, many of the over 200 chapters merged through a National realignment plan. It was during this time that Oklahoma merged with Arkansas to become: “The Oklahoma and Arkansas Chapter, Inc.”  For over 12 years, we remained a two-state chapter with 5 offices.

Our History On June 30, 2013, the Board of Directors voted to separate the Arkansas operations in an effort to better serve the overall mission of the Association. Arkansas became a separate chapter under the National Alzheimer’s Association: “The Arkansas Chapter”.

Return to a one-state Chapter Effective July 1, 2013 We once again became a single state chapter: “The Oklahoma Chapter” Proudly celebrating 30 years of service to Oklahoma families!

Our Chapter‟s History  Our current budget is slightly in excess of $3.5 million.  The chapter‟s headquarters are in Tulsa, with an office in Oklahoma City and an outreach office opened in Lawton in January 2014. Another outreach office is planned in Enid later this year.  Currently there are 21 FT and 2 PT employees.

Our Board  Current Chapter Board membership stands at 27.  Our Advisory Board was formed in 2005 as a result of strong leadership of Chapter board members whose terms were expiring. In an effort to retain their valued leadership, vision and commitment to our cause, the Alumni Advisory Board was created. As chapter board member‟s terms expire, they are considered for the Advisory Board as determined by the G&N Committee. Current membership stands at 18. 

Our History – the National Perspective  The Alzheimer's Association® is the world‟s leading voluntary health organization in Alzheimer‟s disease care and support and the largest nonprofit funder of Alzheimer‟s disease research. It was founded by leading Chicago businessman Jerome H. Stone and representatives from several families who had met with the National Institute on Aging to explore the value of a nonprofit organization to complement federal efforts surrounding Alzheimer‟s disease. That meeting resulted in the formation of the Alzheimer‟s Association in 1980 with Mr. Stone as president.

Our History – the National Perspective  Today the Alzheimer‟s Association includes more than eighty chapters across America and national offices in Chicago and Washington, D.C. Its mission is to eliminate Alzheimer‟s disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. Its vision is A World Without Alzheimer’s Disease®.

Our History – From the National Perspective Harry Johns became President/CEO of the National Alzheimer‟s Association in 2005. He formerly served the American Cancer Society for 23 years.

Shared Fundraising Model In 2006, National developed a shared fundraising model in an effort to emphasize cooperation, not competition throughout the network. Our chapter was the first nationwide to enter the Shared Fundraising agreement with the National office. Over the next several years, as this model became a best practice, other chapters also joined. While some chapters elected not to join and thus are no longer part of the National Association, we currently have a total of 80 chapters nationwide.

Shared Fundraising SF incentivizes the National organization to invest in Chapters and allows for an unrestricted sharing formula of locally raised and unrestricted funds, as follows: – 60% remains with chapter; – 30% goes to National; and – 10% Nationwide Mission This effort has strengthened our nationwide competitive advantage, pulled us together as an organization and accelerated progress toward our mission.

New Chapter Leadership 2010 Following the retirement of longtime chapter President/CEO, Judi Ver Hoef, Mark Fried was promoted to this position effective July 1, 2010. Mark joined the Association in 2005 as regional director in the OKC office and was later moved to EVP.

Our Mission Oklahoma and Arkansas Chapter ‘To eliminate Alzheimer’s disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health’

Our Mission Oklahoma Oklahoma and and Arkansas Arkansas Chapter Chapter ‘To eliminate Alzheimer’s disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health’ ‘A world without Alzheimer’s disease’ ‘

Annual Report Annual report is available on website. Questions: Kate Scruggs, Director of Finance Also serves as staff liaison of the Finance Committee

Strategic Plan  This is a collaboratively developed plan developed for all parts of the Alzheimer's Association and includes the overarching Association-wide strategic objectives and priority activities on which each part of the organization and all staff are monitored and measured during the years of the plan.  The Oklahoma Chapter will meet with National staff member, Jim Wilgus on April 16 for an overview of the new Plan and determine the Oklahoma Chapter’s priorities as it relates to the SP.  Staff measurable(s) will be determined for the coming fiscal year and will be reviewed quarterly as employees meet with supervisors to measure success in their given goals.

Chapter‟s Growth $4,000,000 $3,500,000 $3,000,000 $2,500,000 Revenues $2,000,000 Expenses $1,500,000 $1,000,000 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 500,000 1998 $

NATIONAL ASSOCIATION KEY PEOPLE  Harry Johns – CEO at the National office; formerly with American Cancer Society for 23 years  Mike Houston, Director of Principle & Major Gifts, is our direct contact for OK Chapter  Robert Egge, VP of Advocacy/Public Policy; located at Washington D.C. office.  Scott Gardner, VP of Chapter Relations at the National Office – Jim Wilgus, Senior Director of Chapter Relations, has responsibility over our region and facilitates Chapter‟s Board , Management Team retreats and staff meetings as appropriate.

Chapter Advisory Board Leadership – Jackie Kouri: Served on Chapter board 2004-2012; Elected to National Board in 2010. She is a leader in both development and advocacy, having chaired these efforts at the local and national level. She facilitates the board orientation for new board members. – Bob Thomas: (Past) National and local Board member; (former) Vice Chair of National Development Committee. Bob is a staunch supporter, advocate and fundraiser--Bob is #1 Walk Fundraiser in the nation for FY14! – Others: Craig Silberg, Harry Sheline, who both served as Chairman of the Board (See Advisory Board Roster for complete list of members)

CHAPTER BOARD LEADERSHIP LOCAL: (See Current Board Roster)  Charlie Harding:  Key chapter board members serving in key roles include: Top Walk fundraiser in Tulsa over past 12 years, raising over $325,000. Recognized in FY13 as 4th Top Fundraiser Nationwide. Has served on board for 7 years (of 8 year term); was a former member-at-large of Executive Committee; also served as Chapter Delegate to National Assembly in 2009. – – – – 2014-2016 Chairman of the Board – Jeff Cope Immediate Past Chair: Craig Silberg (Fisher-Silberg Group) Executive Committee: Jeff Cope (Tulsa); David Murlette(Vice Chair-Tulsa); Jim Holman (Treasurer - OKC); Greg Shaw (Secretary – Tulsa); Susan Dornblaser (Tulsa); Julie Sloan (OKC); Susan Walker (Tulsa) Standing Committee Chairs: Personnel: Julie Sloan; Finance & Compliance: Jim Holman; Development: Greg Shaw; Program: David Murlette; Public Policy: Susan Dornblaser; Governance & Nominating – Susan Walker; Compensation: Jim Holman; Audit – Paul Williams

Orientation Overview by: Janice Morgan, Special Asst. to CEO (former Sr. Director of Administration and Board Relations 2001-2013) Oklahoma Chapter

Debbie Ash - Role  Director of Administration and Board Relations, for the OK & AR Chapter – – Executive assistant to CEO – – – Communication link for all staff; scheduling time with CEO Liaison to Board of Directors: All board correspondence should be directed to Debbie for distribution. Chapter files/National reporting Corporate records NOTE: Human Resources: Janice Morgan, formerly Sr. Director of Administration and Board Relations, now PT Special Assistant to CEO, has responsibility for policies and procedures and is responsible for new hire processing. Janice is the link with chapter MT for hiring process/procedures; pre-hiring documentation and orientation.

Administration by: Janice Morgan Alzheimer‟s Association Insite (for employees) – Online Learning Center – Training modules for many areas of organization

Volunteer Recruiting by: Janice Morgan – Chapter - Volunteer Packets Application Background Checks Orientation process Volunteer Handbook – Volunteer Management : Everyone Ready Insite: volunteer management/online training tool available 24/7, allowing you to soak in information at your pace. The site provides a new seminar or self-instruction guide every third Monday of the month.

Supplies - Printed Materials    Stationery, envelopes, acknowledgement cards, donor envelopes, and Chapter brochures should be requested/handled through Debbie Ash. Most Alzheimer‟s brochures ordered through Insite/ Alzheimer’s Store online; others printed by chapter (contact: Nellie Windsor). NOTE: All flyers, invitations, notices, etc. should be reviewed by Nellie. Routine office supplies: Office Depot – – – Online ordering (Debbie in Tulsa; Jan in OKC) Use Office Depot purchasing card for urgent purchases from local store ONLY. This assures we receive our discounted pricing; is NOT a credit card; need to take Alzheimer‟s credit card, petty cash or be reimbursed (with proper receipts). Remember: Sales tax exemption for OK

Employee Handbook  Employee Handbook and Acknowledgment – Acknowledgment and Statement of Disciplinary Action – policies is to be returned for personnel file Upon receipt of revised Handbooks, old copies are to be returned to Tulsa Administration. Also, in the event you leave employment with us, the Handbook is to be given to supervisor.

Administration Overview by: Janice Morgan  Documents to be signed for personnel file include: – Acceptable Use Social Media Policy – Acknowledgement of Disciplinary and other Policies/Employee Handbook – Confidentiality Statement - annually – Conflict of Interest and Disclosure - annually – Computer Usage Policy – Dress/Appearance Policy – ICE (emergency contacts) form – Payroll documentation (I-9; W-4; Paycom direct deposit, etc.) – When eligible for insurance or other benefits, Finance Director will provide further documentation as appropriate.

Q & A‟s  In process – Chapter Policies and Procedures are in process of revision as a result of separation of operations and will be available for staff during FY14.  If you have questions about any office procedure for your location, please check with your supervisor or regional director, or contact Debbie – dash@alz.org or 918-392-5024.

Approved Policies  Cell Phones  Inclement Weather  Communication Policy  Leases and Contracts  Computer Usage  Leave of Absence  Conflict of Interest and  Record Retention Disclosure  Severance  Corporate Sponsorships  Shared Fundraising  Donated Hours by  Social Media Employee  Tiered Check Signers  Dress/Appearance  Whistleblower  Incentive Compensation

Administration Phones/Internet Communication  Email accounts for all staff; not for personal use and are monitored. Use “Out of Office Assistant” as needed; remove when you return!  “Chat” via Google Chrome  Google Hangout – available as needed for face-to-face meetings/communication purposes. (Cameras not on all PC‟s)  Each staff member has a direct phone line w/VM . Change messages as appropriate; i.e., out of office, vacation, etc. Check/delete messages daily.  Intercall Teleconferencing – each office and department has assigned passcodes for use of Intercall teleconferencing. (Q‟s? Contact Debbie Ash)

Administration Janice Morgan  Board Committee Reports and Minutes– These are required for each committee meeting throughout the year for chapter files. – – – All Committee minutes are to be submitted to Debbie Ash/ Administration immediately following each meeting (i.e., Leadership Council, Public Policy, Program, etc. using appropriate templates for both agendas and minutes). Shortened “Board Reports” are also to be provided for sending to board members for including only the highlighted accomplishments from each committee (a short/concise bullet list only) Committee rosters are to be kept current and provided to Administration annually or as updated.

Useful Information  Directories – Debbie maintains directories for staff and board, including alumni advisory board – National Office directory – available on Insite  Sam‟s Club – Tulsa  Federal Express account  U.S. Mail  Branding – always seek advice from Nellie Windsor, Communications Director, to ensure branding guidelines are followed! All flyers and handouts used by staff should be reviewed before use!  Accident report form for use at all Association events/programs in the event of accident/injuries.

Staff Participation Major Events  Walk to End Alzheimer‟s® – It is a requirement that all staff engage as participants for Walks in each office.  Memory Gala attendance will be managed by supervisors or development staff in each office. Staff may attend events across office boundaries as needed.  Annual Education Conference* – Lead by program staff with development staff responsible for raising sponsorship dollars. – Includes special volunteer award during the luncheon. *Effective 2014, may be discontinued or changed from current format.

Programs Overview* *Full Program Orientation provided by Director of Programs and/or staff Oklahoma Chapter Diane Wood, Director of Programs

Purpose and Goals of Programs  The reason we exist!  Without help, families usually experience serious consequences  We have provided CEU‟s for many of our education programs in an effort to help healthcare professionals receive credits as part of their professional education  Our services help people cope, develop care giving skills and deal with emotions

Program Materials 1. Please review the following:   Basics of Alzheimer‟s brochure &  2. Chapter Program Brochures on INSITE, ongoing training Review the Six „Core‟ Programs of the Common Program Plan on Insite at the following link: https://insite.alz.org/Programs/common_program_plan.aspx  Information & Referral  Support Groups  Care Consultations (level 1 & level 2)  Medical Alert/Safe Return  Community Education  Early Stage Program

Programs Overview, cont.  Review the following videos: (all staff) Inside Looking Out Alzheimer’s Association HBO Project Hope (4 hours)  Participate in a minimum of the following: (program staff requirement; other staff, at your option)   1 Care Consult  2 Community Education activities, and/or  1-2 Support Groups An activity that involves the Person with the Disease (PWD)

Program Materials 1. Please review the following:   Basics of Alzheimer‟s brochure &  2. Chapter Program Brochures on INSITE, ongoing training Review the Six „Core‟ Programs of the Common Program Plan on Insite at the following link: https://insite.alz.org/Programs/common_program_plan.aspx  Information & Referral  Support Groups  Care Consultations (level 1 & level 2)  Medical Alert/Safe Return  Community Education  Early Stage Program

Programs Overview, cont.  Review the following videos: (all staff) Inside Looking Out Alzheimer’s Association HBO Project Hope (4 hours)  Participate in a minimum of the following: (program staff requirement; other staff, at your option)   1 Care Consult  2 Community Education activities, and/or  1-2 Support Groups An activity that involves the Person with the Disease (PWD)

Program Overview, cont. 1. Professional Education: Provide fee-based educational programs to the Senior Community Resource programs. Fees are based upon each regional office determination. The following programs require specific training by a Master Trainer prior to a staff person conducting these programs: Foundations of Dementia Care Activity Based Alzheimer‟s Care; and First Response modules 2. „Drawing on Memories: An Early Stage Art Program based off of the Metropolitan Museum of Art dementia program. In Tulsa, we currently have programs available at the Philbrook Museum, Gilcrease Museum, Montereau CCF, and OASIS Adult Day Care. The OK City office is working toward establishing a similar program (this program is grant based).

Program Overview, cont.  Audiovisual and literature lending library  Family services provided by volunteers in collaboration with faith congregations (Care Connections) – respite, telephone support, errands, etc.  Younger-Onset is a network of communications and services for PWDs younger than age 65.  Living with Alzheimer‟s/Caregiver Service Series: access to assistance; counseling; and education. Information for caregivers and also program for the person with dementia to attend at same time.

Purpose and Goals of Programs  The reason we exist!  Without help, families usually experience serious consequences  We have provided CEU‟s for many of our education programs in an effort to help healthcare professionals receive credits as part of their professional education  Our services help people cope, develop care giving skills and deal with emotions

Program Materials 1. Please review the following:   Basics of Alzheimer‟s brochure &  2. Chapter Program Brochures on INSITE, ongoing training Review the Six „Core‟ Programs of the Common Program Plan on Insite at the following link: https://insite.alz.org/Programs/common_program_plan.aspx  Information & Referral  Support Groups  Care Consultations (level 1 & level 2)  Medical Alert/Safe Return  Community Education  Early Stage Program

Programs Overview, cont.  Review the following videos: (all staff) Inside Looking Out Alzheimer’s Association HBO Project Hope (4 hours)  Participate in a minimum of the following: (program staff requirement; other staff, at your option)   1 Care Consult  2 Community Education activities, and/or  1-2 Support Groups An activity that involves the Person with the Disease (PWD)

Program Overview, cont. 1. Professional Education: Provide fee-based educational programs to the Senior Community Resource programs. Fees are based upon each regional office determination. The following programs require specific training by a Master Trainer prior to a staff person conducting these programs: Foundations of Dementia Care Activity Based Alzheimer‟s Care; and First Response modules 2. „Drawing on Memories: An Early Stage Art Program based off of the Metropolitan Museum of Art dementia program. In Tulsa, we currently have programs available at the Philbrook Museum, Gilcrease Museum, Montereau CCF, and OASIS Adult Day Care. The OK City office is working toward establishing a similar program (this program is grant based).

Purpose and Goals of Programs  The reason we exist!  Without help, families usually experience serious consequences  We have provided CEU‟s for many of our education programs in an effort to help healthcare professionals receive credits as part of their professional education  Our services help people cope, develop care giving skills and deal with emotions

Program Materials 1. Please review the following:   Basics of Alzheimer‟s brochure &  2. Chapter Program Brochures on INSITE, ongoing training Review the Six „Core‟ Programs of the Common Program Plan on Insite at the following link: https://insite.alz.org/Programs/common_program_plan.aspx  Information & Referral  Support Groups  Care Consultations (level 1 & level 2)  Medical Alert/Safe Return  Community Education  Early Stage Program

Programs Overview, cont.  Review the following videos: (all staff) Inside Looking Out Alzheimer’s Association HBO Project Hope (4 hours)  Participate in a minimum of the following: (program staff requirement; other staff, at your option)   1 Care Consult  2 Community Education activities, and/or  1-2 Support Groups An activity that involves the Person with the Disease (PWD)

Program Overview, cont. 1. Professional Education: Provide fee-based educational programs to the Senior Community Resource programs. Fees are based upon each regional office determination. The following programs require specific training by a Master Trainer prior to a staff person conducting these programs: Foundations of Dementia Care Activity Based Alzheimer‟s Care; and First Response modules 2. „Drawing on Memories: An Early Stage Art Program based off of the Metropolitan Museum of Art dementia program. In Tulsa, we currently have programs available at the Philbrook Museum, Gilcrease Museum, Montereau CCF, and OASIS Adult Day Care. The OK City office is working toward establishing a similar program (this program is grant based).

Program Overview, cont. 1. Professional Education: Provide fee-based educational programs to the Senior Community Resource programs. Fees are based upon each regional office determination. The following programs require specific training by a Master Trainer prior to a staff person conducting these programs: Foundations of Dementia Care Activity Based Alzheimer‟s Care; and First Response modules 2. „Drawing on Memories: An Early Stage Art Program based off of the Metropolitan Museum of Art dementia program. In Tulsa, we currently have programs available at the Philbrook Museum, Gilcrease Museum, Montereau CCF, and OASIS Adult Day Care. The OK City office is working toward establishing a similar program (this program is grant based).

Program Overview, cont.  Audiovisual and literature lending library  Family services provided by volunteers in collaboration with faith congregations (Care Connections) – respite, telephone support, errands, etc.  Younger-Onset is a network of communications and services for PWDs younger than age 65.  Living with Alzheimer‟s/Caregiver Service Series: access to assistance; counseling; and education. Information for caregivers and also program for the person with dementia to attend at same time.

LASRmetrics Benefits, Cont‟d.  Attract funding – will have solid data to report when making application for funding  Credibility – to use in press releases, annual reports, board meetings and with stakeholders – as well as public policy  Enhance planning – set realistic goals  Identify emerging trends

Program Overview, cont.  Audiovisual and literature lending library  Family services provided by volunteers in collaboration with faith congregations (Care Connections) – respite, telephone support, errands, etc.  Younger-Onset is a network of communications and services for PWDs younger than age 65.  Living with Alzheimer‟s/Caregiver Service Series: access to assistance; counseling; and education. Information for caregivers and also program for the person with dementia to attend at same time.

LASRmetrics Benefits, Cont‟d.  Attract funding – will have solid data to report when making application for funding  Credibility – to use in press releases, annual reports, board meetings and with stakeholders – as well as public policy  Enhance planning – set realistic goals  Identify emerging trends

Orientation to Public Policy and Diversity Public Policy Committee – Susan Dornblaser, Chair Randle Lee, Oklahoma Public Policy Representative Oklahoma Chapter

 Annual Public Policy Forum: Advocates from around the country travel to Washington, D.C. in the spring of each year to promote key advocacy issues.  Attendees: Board Members/spouses; key staff; experienced advocates; persons w/ Alzheimer’s. All attendees pay their own expenses. Our chapter has had excellent representation, with 15-20 attendees each year from our chapter territory.

OVERVIEW OF PUBLIC POLICY Goals:  To position Alzheimer‟s disease at the top of national and state public policy agendas through a coordinated effort  Improve quality of care for those with Alzheimer‟s or related dementias; AND, to increase federal research funding  As a result of our efforts, we have increased advocates nationwide by over 34% over the past two years

Alzheimer‟s a National Priority by:  National Alzheimer‟s Project Act (NAPA) – To set up a project office and an advisory council for coordinating a true national plan for research and care/services. At least ten other countries have this kind of office and it is time the USA had as well. On January 4, 2011, President Obama signed NAPA into law, after it was unanimously passed in both the United States Senate and House of Representatives.  National Alzheimer‟s Plan was released on February 22, 2012. View at: http://aspe.hhs.gov/daltcp/napa/NatlPlan.shtml

Make Alzheimer‟s a National Priority, cont‟d. – Health Outcome, Planning and Education - focused on detection and diagnosis of  HOPE Alzheimer‟s. Less than half of people with AD are not diagnosed; only 19% have in their medical record. With other healthcare issues, AD is not always noted in their medical records and one of the reasons they may not get the treatment/drugs needed for Alzheimer‟s. NOTE: This legislation was not passed by Congress prior to the end of the 112th Congress. Stay tuned for more information regarding new legislation or reintroduction of legislation in the 113th Congress.  Ambassador Program – Designed to enhance the Alzheimer‟s Association‟s federal government relations efforts through personal contact with targeted members of Congress by constituents capable of building relationships with decision-makers and their staff and holding them accountable to their commitments to fighting Alzheimer‟s.

 Advocacy/Public Policy Committee, chaired by Susan Dornblaser – Randle Lee, Reg. Director, is OK representative  Recruit and train advocates at the grassroots level

Communications by: Nellie Windsor, Director      Newsletters: printed and e-newsletters Social Media Website submissions for chapter events Branding: Responsible for proper use of all branding guidelines. NOTE: All staff must have Nellie‟s approval of chapter flyers, brochures, etc. created internally, before distribution. Media/communication and marketing strategies

Finance and Technology by: Kate Scruggs, Director of Finance Oklahoma Chapter

Finance: Payroll/Benefits by: Kate Scruggs  Pay Days: 15th & last day of the month via direct deposit – Time sheets are online for staff to complete prior to end of each pay period. Must be signed off on by your supervisor. Includes your accumulated vacation and personal time. – Requests for Time Off: Online requests must be approved by supervisor.

Benefits by: Kate Scruggs  Medical – – – • Available for employees working 30 or more hours per week. Currently the association pays for all but $65 (February 1, 2012) of the monthly premium for the employee. Spouse/Dependent coverage is paid by the employee Includes a medical reimbursement plan consisting of reimbursement of 80% of the deductible expenses in excess of $300 Dental – Currently the association pays 50% of the monthly premium for the employee. Dependent coverage is paid by the employee – Available for employees working 30 or more hours per week.

Benefits by: Kate Scruggs  Group Term Life and AD&D Available to employees working 30 or more hours per week at no cost . Will pay your beneficiaries an amount equal to one time your annual salary to a maximum of $75,000. There is additional benefit should you die as a result of an accident.  Optional Coverage Available: – Additional Term Life – increments of $10,000 not to exceed 5x your annual salary. New hires are automatically approved for $100,000 – Additional AD&D increments of $10,000, not to exceed 5x your annual salary and not to exceed the additional Term Life. – Dependent Life (spouse)– increments of $5,000, not to exceed $150,000 and 50% of the employee‟s additional term life. – Dependent Life (children) – increments of $2,000 not to exceed $10,000 and 50% of the employee‟s additional Term Life. – Short-Term Disability/Cancer Insurance– Customizable options available

Benefits by: Kate Scruggs  Section 125: Two parts – premium only coverage and Flexible Spending  Premium-only coverage allows the employee‟s portion of the insurance premiums to be withheld pre-tax. Employees enrolled in medical or dental coverage are automatically enrolled in the premium only plan, unless they opt out.  Flexible spending allows employees to set aside a portion of their salary pre-tax for certain out of pocket medical expenses and/or dependent care. There is an annual maximum of $2,400. The plan is administered by Infinisource and includes a “Benny” card allowing expenses to specific vendors to be paid directly by the administrator.

Benefits by: Kate Scruggs  401(k) plan Employees are eligible for the plan following 90 days of employment and can join at the semi-annual enrollment periods on January 1 or July 1. Employees are automatically enrolled in the plan at 4% at the first available enrollment date following the waiting period unless opted out of the plan, or have submitted an enrollment form requesting that a different percentage be withheld. The Association matches 50% of the employee‟s contributions to a maximum of 6% of the employee‟s salary.  Incentive Compensation Plan - The Association has an employee bonus program providing the Chapter meets specific financial goals and meets 4 of the 5 strategic and measurable goals as established by the National Strategic Plan. This Plan is subject to Board approval and may be changed or eliminated at their discretion.

Benefits by: Kate Scruggs  Vacation Eligible employees accrue vacation time each pay period. Vacation time is available for use following 6 months of employment. New full-time employees accrue vacation at the rate of 3.33 hours per pay period. Part-time employee‟s vacation accrual is based on (reduced) hours worked.  Personal Time Available for illness, medical appointments and personal business that can only be accomplished during business hours, but is not to be used for vacation purposes. Employees will accrue personal time at the rate of 4 hours per pay period.  Paid Holidays Staff enjoys 10 paid holidays per year plus one floating holiday. See Employee Handbook

Technology   No unauthorized software or screensavers. (per Computer Usage policy) High-Speed Internet connections  Access to Tulsa server for ResultsPlus (database software) is limited to select staff members  Helpline software training for Program staff having need

Major Gifts Development Department Special Events Orientation provided as needed by: Lindsay Jordan, Sr. Director of Development

Development/Major Gifts Major Gift Cultivation – a shared responsibility with regional staff in cultivating major gifts, planned giving, corporations and foundations for the purpose of meeting fundraising goals as set forth annually. National Major Gifts/Development Staff: names to know     Claudine Larocque, Sr. Director, Relationship Development Mike Houston, Director of Principal/Major Gifts/Central Region Christian Leikam, Major Gifts Specialist (former chapter staff; offices here/National employee reporting to Mike Houston effective 9/1/13)

Development  Chapter Staff: – Lindsay Jordan – Senior Director of Development: – – – – Oversees all development efforts; including grant writing, etc. Sarah Hauptman – Special Events Coordinator; oversees Tulsa Walk and Gala Alex Rosa – Database and Research Administrator, Tulsa: Responsible for ResultsPlus, our database management program Kacee VanHorn –Development Manager for Central Oklahoma (OKC office) Sara Sherry is the PR/Walk Manager in OKC

Program Overview, cont.  Audiovisual and literature lending library  Family services provided by volunteers in collaboration with faith congregations (Care Connections) – respite, telephone support, errands, etc.  Younger-Onset is a network of communications and services for PWDs younger than age 65.  Living with Alzheimer‟s/Caregiver Service Series: access to assistance; counseling; and education. Information for caregivers and also program for the person with dementia to attend at same time.

LASRmetrics Benefits, Cont‟d.  Attract funding – will have solid data to report when making application for funding  Credibility – to use in press releases, annual reports, board meetings and with stakeholders – as well as public policy  Enhance planning – set realistic goals  Identify emerging trends

Orientation to Public Policy and Diversity Public Policy Committee – Susan Dornblaser, Chair Randle Lee, Oklahoma Public Policy Representative Oklahoma Chapter

 Annual Public Policy Forum: Advocates from around the country travel to Washington, D.C. in the spring of each year to promote key advocacy issues.  Attendees: Board Members/spouses; key staff; experienced advocates; persons w/ Alzheimer’s. All attendees pay their own expenses. Our chapter has had excellent representation, with 15-20 attendees each year from our chapter territory.

OVERVIEW OF PUBLIC POLICY Goals:  To position Alzheimer‟s disease at the top of national and state public policy agendas through a coordinated effort  Improve quality of care for those with Alzheimer‟s or related dementias; AND, to increase federal research funding  As a result of our efforts, we have increased advocates nationwide by over 34% over the past two years

Alzheimer‟s a National Priority by:  National Alzheimer‟s Project Act (NAPA) – To set up a project office and an advisory council for coordinating a true national plan for research and care/services. At least ten other countries have this kind of office and it is time the USA had as well. On January 4, 2011, President Obama signed NAPA into law, after it was unanimously passed in both the United States Senate and House of Representatives.  National Alzheimer‟s Plan was released on February 22, 2012. View at: http://aspe.hhs.gov/daltcp/napa/NatlPlan.shtml

Make Alzheimer‟s a National Priority, cont‟d. – Health Outcome, Planning and Education - focused on detection and diagnosis of  HOPE Alzheimer‟s. Less than half of people with AD are not diagnosed; only 19% have in their medical record. With other healthcare issues, AD is not always noted in their medical records and one of the reasons they may not get the treatment/drugs needed for Alzheimer‟s. NOTE: This legislation was not passed by Congress prior to the end of the 112th Congress. Stay tuned for more information regarding new legislation or reintroduction of legislation in the 113th Congress.  Ambassador Program – Designed to enhance the Alzheimer‟s Association‟s federal government relations efforts through personal contact with targeted members of Congress by constituents capable of building relationships with decision-makers and their staff and holding them accountable to their commitments to fighting Alzheimer‟s.

 Advocacy/Public Policy Committee, chaired by Susan Dornblaser – Randle Lee, Reg. Director, is OK representative  Recruit and train advocates at the grassroots level

Communications by: Nellie Windsor, Director      Newsletters: printed and e-newsletters Social Media Website submissions for chapter events Branding: Responsible for proper use of all branding guidelines. NOTE: All staff must have Nellie‟s approval of chapter flyers, brochures, etc. created internally, before distribution. Media/communication and marketing strategies

Finance and Technology by: Kate Scruggs, Director of Finance Oklahoma Chapter

Finance: Payroll/Benefits by: Kate Scruggs  Pay Days: 15th & last day of the month via direct deposit – Time sheets are online for staff to complete prior to end of each pay period. Must be signed off on by your supervisor. Includes your accumulated vacation and personal time. – Requests for Time Off: Online requests must be approved by supervisor.

Benefits by: Kate Scruggs  Medical – – – • Available for employees working 30 or more hours per week. Currently the association pays for all but $65 (February 1, 2012) of the monthly premium for the employee. Spouse/Dependent coverage is paid by the employee Includes a medical reimbursement plan consisting of reimbursement of 80% of the deductible expenses in excess of $300 Dental – Currently the association pays 50% of the monthly premium for the employee. Dependent coverage is paid by the employee – Available for employees working 30 or more hours per week.

Benefits by: Kate Scruggs  Group Term Life and AD&D Available to employees working 30 or more hours per week at no cost . Will pay your beneficiaries an amount equal to one time your annual salary to a maximum of $75,000. There is additional benefit should you die as a result of an accident.  Optional Coverage Available: – Additional Term Life – increments of $10,000 not to exceed 5x your annual salary. New hires are automatically approved for $100,000 – Additional AD&D increments of $10,000, not to exceed 5x your annual salary and not to exceed the additional Term Life. – Dependent Life (spouse)– increments of $5,000, not to exceed $150,000 and 50% of the employee‟s additional term life. – Dependent Life (children) – increments of $2,000 not to exceed $10,000 and 50% of the employee‟s additional Term Life. – Short-Term Disability/Cancer Insurance– Customizable options available

Benefits by: Kate Scruggs  Section 125: Two parts – premium only coverage and Flexible Spending  Premium-only coverage allows the employee‟s portion of the insurance premiums to be withheld pre-tax. Employees enrolled in medical or dental coverage are automatically enrolled in the premium only plan, unless they opt out.  Flexible spending allows employees to set aside a portion of their salary pre-tax for certain out of pocket medical expenses and/or dependent care. There is an annual maximum of $2,400. The plan is administered by Infinisource and includes a “Benny” card allowing expenses to specific vendors to be paid directly by the administrator.

Benefits by: Kate Scruggs  401(k) plan Employees are eligible for the plan following 90 days of employment and can join at the semi-annual enrollment periods on January 1 or July 1. Employees are automatically enrolled in the plan at 4% at the first available enrollment date following the waiting period unless opted out of the plan, or have submitted an enrollment form requesting that a different percentage be withheld. The Association matches 50% of the employee‟s contributions to a maximum of 6% of the employee‟s salary.  Incentive Compensation Plan - The Association has an employee bonus program providing the Chapter meets specific financial goals and meets 4 of the 5 strategic and measurable goals as established by the National Strategic Plan. This Plan is subject to Board approval and may be changed or eliminated at their discretion.

Benefits by: Kate Scruggs  Vacation Eligible employees accrue vacation time each pay period. Vacation time is available for use following 6 months of employment. New full-time employees accrue vacation at the rate of 3.33 hours per pay period. Part-time employee‟s vacation accrual is based on (reduced) hours worked.  Personal Time Available for illness, medical appointments and personal business that can only be accomplished during business hours, but is not to be used for vacation purposes. Employees will accrue personal time at the rate of 4 hours per pay period.  Paid Holidays Staff enjoys 10 paid holidays per year plus one floating holiday. See Employee Handbook

Technology   No unauthorized software or screensavers. (per Computer Usage policy) High-Speed Internet connections  Access to Tulsa server for ResultsPlus (database software) is limited to select staff members  Helpline software training for Program staff having need

Major Gifts Development Department Special Events Orientation provided as needed by: Lindsay Jordan, Sr. Director of Development

Development/Major Gifts Major Gift Cultivation – a shared responsibility with regional staff in cultivating major gifts, planned giving, corporations and foundations for the purpose of meeting fundraising goals as set forth annually. National Major Gifts/Development Staff: names to know     Claudine Larocque, Sr. Director, Relationship Development Mike Houston, Director of Principal/Major Gifts/Central Region Christian Leikam, Major Gifts Specialist (former chapter staff; offices here/National employee reporting to Mike Houston effective 9/1/13)

Development  Chapter Staff: – Lindsay Jordan – Senior Director of Development: – – – – Oversees all development efforts; including grant writing, etc. Sarah Hauptman – Special Events Coordinator; oversees Tulsa Walk and Gala Alex Rosa – Database and Research Administrator, Tulsa: Responsible for ResultsPlus, our database management program Kacee VanHorn –Development Manager for Central Oklahoma (OKC office) Sara Sherry is the PR/Walk Manager in OKC

Other programs, continued  Teen Camp (Austin‟s Camp Building Bridges) – An annual event for teenagers across the nation who are in a caregiver role for family members – Last held on June 2-8, 2013 at New Life Ranch, Colcord, OK but is being discontinued due to funding.  Buddy Respite Program – Program to locate and train volunteers to provide respite care so caregivers can run errands and get a brief break from caregiving.

Organizational Standards Programs  Confidentiality  Quality  Culturally relevant  Responsive to emerging needs of communities we serve  Advocacy to improve the quality of health and long-term care systems for people with Alzheimer‟s and their families

Goals  Increase the number of people using our services – especially those from diverse groups – Latino Event (Tulsa)  Assess community needs and develop programs as needed  Evaluate the quality and effectiveness of our services at least annually.

Goals, continued  Ensure continual improvement and consistency in the delivery of our services.  Use research-based best practices in programs, materials and tools to educate families and service providers  Recruit and train volunteers to increase our capacity to provide services

Volunteers  Volunteers must complete the Volunteer Application packet, which includes a background check. (NOTE: review packet)  Volunteers needed for: – – – – – Office tasks Helpline Family support (respite, supportive phone calls, errands, etc.) Support group facilitators Events/Other (Walk, Galas, conferences, etc.)

Resources available  Staff helps in recruiting, coordinating and training of volunteers  Technical assistance for program development  Standard presentations for various groups are available for all offices  In-service training for new staff  Basic book, video, brochure and fact sheet lists

LASRmetrics …A report compiled from all chapters nationwide as a way of measuring the capacity of the Association, i.e.: • Number of people we reach and with what services, from what groups • Number of volunteers • Number of employees, etc.

LASRmetrics Areas of Reporting  Core services  Finance and Fund Development Contributed revenue, fee for service, expenses, cash flow, balance sheet  Staff & Volunteers  Public Policy  Media/Communications

LASRmetrics Benefits  Who are the people we‟re reaching – where do they live, what ethnic group, etc. (market penetration)  Analyze trends  Benchmark – chapters can gauge their performance in relation to their peers  Analyze streams of revenue and compare with other chapters

LASRmetrics Benefits, Cont‟d.  Attract funding – will have solid data to report when making application for funding  Credibility – to use in press releases, annual reports, board meetings and with stakeholders – as well as public policy  Enhance planning – set realistic goals  Identify emerging trends

Orientation to Public Policy and Diversity Public Policy Committee – Susan Dornblaser, Chair Randle Lee, Oklahoma Public Policy Representative Oklahoma Chapter

 Annual Public Policy Forum: Advocates from around the country travel to Washington, D.C. in the spring of each year to promote key advocacy issues.  Attendees: Board Members/spouses; key staff; experienced advocates; persons w/ Alzheimer’s. All attendees pay their own expenses. Our chapter has had excellent representation, with 15-20 attendees each year from our chapter territory.

OVERVIEW OF PUBLIC POLICY Goals:  To position Alzheimer‟s disease at the top of national and state public policy agendas through a coordinated effort  Improve quality of care for those with Alzheimer‟s or related dementias; AND, to increase federal research funding  As a result of our efforts, we have increased advocates nationwide by over 34% over the past two years

Alzheimer‟s a National Priority by:  National Alzheimer‟s Project Act (NAPA) – To set up a project office and an advisory council for coordinating a true national plan for research and care/services. At least ten other countries have this kind of office and it is time the USA had as well. On January 4, 2011, President Obama signed NAPA into law, after it was unanimously passed in both the United States Senate and House of Representatives.  National Alzheimer‟s Plan was released on February 22, 2012. View at: http://aspe.hhs.gov/daltcp/napa/NatlPlan.shtml

Make Alzheimer‟s a National Priority, cont‟d. – Health Outcome, Planning and Education - focused on detection and diagnosis of  HOPE Alzheimer‟s. Less than half of people with AD are not diagnosed; only 19% have in their medical record. With other healthcare issues, AD is not always noted in their medical records and one of the reasons they may not get the treatment/drugs needed for Alzheimer‟s. NOTE: This legislation was not passed by Congress prior to the end of the 112th Congress. Stay tuned for more information regarding new legislation or reintroduction of legislation in the 113th Congress.  Ambassador Program – Designed to enhance the Alzheimer‟s Association‟s federal government relations efforts through personal contact with targeted members of Congress by constituents capable of building relationships with decision-makers and their staff and holding them accountable to their commitments to fighting Alzheimer‟s.

 Advocacy/Public Policy Committee, chaired by Susan Dornblaser – Randle Lee, Reg. Director, is OK representative  Recruit and train advocates at the grassroots level

Communications by: Nellie Windsor, Director      Newsletters: printed and e-newsletters Social Media Website submissions for chapter events Branding: Responsible for proper use of all branding guidelines. NOTE: All staff must have Nellie‟s approval of chapter flyers, brochures, etc. created internally, before distribution. Media/communication and marketing strategies

Finance and Technology by: Kate Scruggs, Director of Finance Oklahoma Chapter

Finance: Payroll/Benefits by: Kate Scruggs  Pay Days: 15th & last day of the month via direct deposit – Time sheets are online for staff to complete prior to end of each pay period. Must be signed off on by your supervisor. Includes your accumulated vacation and personal time. – Requests for Time Off: Online requests must be approved by supervisor.

Benefits by: Kate Scruggs  Medical – – – • Available for employees working 30 or more hours per week. Currently the association pays for all but $65 (February 1, 2012) of the monthly premium for the employee. Spouse/Dependent coverage is paid by the employee Includes a medical reimbursement plan consisting of reimbursement of 80% of the deductible expenses in excess of $300 Dental – Currently the association pays 50% of the monthly premium for the employee. Dependent coverage is paid by the employee – Available for employees working 30 or more hours per week.

Benefits by: Kate Scruggs  Group Term Life and AD&D Available to employees working 30 or more hours per week at no cost . Will pay your beneficiaries an amount equal to one time your annual salary to a maximum of $75,000. There is additional benefit should you die as a result of an accident.  Optional Coverage Available: – Additional Term Life – increments of $10,000 not to exceed 5x your annual salary. New hires are automatically approved for $100,000 – Additional AD&D increments of $10,000, not to exceed 5x your annual salary and not to exceed the additional Term Life. – Dependent Life (spouse)– increments of $5,000, not to exceed $150,000 and 50% of the employee‟s additional term life. – Dependent Life (children) – increments of $2,000 not to exceed $10,000 and 50% of the employee‟s additional Term Life. – Short-Term Disability/Cancer Insurance– Customizable options available

Benefits by: Kate Scruggs  Section 125: Two parts – premium only coverage and Flexible Spending  Premium-only coverage allows the employee‟s portion of the insurance premiums to be withheld pre-tax. Employees enrolled in medical or dental coverage are automatically enrolled in the premium only plan, unless they opt out.  Flexible spending allows employees to set aside a portion of their salary pre-tax for certain out of pocket medical expenses and/or dependent care. There is an annual maximum of $2,400. The plan is administered by Infinisource and includes a “Benny” card allowing expenses to specific vendors to be paid directly by the administrator.

Benefits by: Kate Scruggs  401(k) plan Employees are eligible for the plan following 90 days of employment and can join at the semi-annual enrollment periods on January 1 or July 1. Employees are automatically enrolled in the plan at 4% at the first available enrollment date following the waiting period unless opted out of the plan, or have submitted an enrollment form requesting that a different percentage be withheld. The Association matches 50% of the employee‟s contributions to a maximum of 6% of the employee‟s salary.  Incentive Compensation Plan - The Association has an employee bonus program providing the Chapter meets specific financial goals and meets 4 of the 5 strategic and measurable goals as established by the National Strategic Plan. This Plan is subject to Board approval and may be changed or eliminated at their discretion.

Benefits by: Kate Scruggs  Vacation Eligible employees accrue vacation time each pay period. Vacation time is available for use following 6 months of employment. New full-time employees accrue vacation at the rate of 3.33 hours per pay period. Part-time employee‟s vacation accrual is based on (reduced) hours worked.  Personal Time Available for illness, medical appointments and personal business that can only be accomplished during business hours, but is not to be used for vacation purposes. Employees will accrue personal time at the rate of 4 hours per pay period.  Paid Holidays Staff enjoys 10 paid holidays per year plus one floating holiday. See Employee Handbook

Technology   No unauthorized software or screensavers. (per Computer Usage policy) High-Speed Internet connections  Access to Tulsa server for ResultsPlus (database software) is limited to select staff members  Helpline software training for Program staff having need

Major Gifts Development Department Special Events Orientation provided as needed by: Lindsay Jordan, Sr. Director of Development

Development/Major Gifts Major Gift Cultivation – a shared responsibility with regional staff in cultivating major gifts, planned giving, corporations and foundations for the purpose of meeting fundraising goals as set forth annually. National Major Gifts/Development Staff: names to know     Claudine Larocque, Sr. Director, Relationship Development Mike Houston, Director of Principal/Major Gifts/Central Region Christian Leikam, Major Gifts Specialist (former chapter staff; offices here/National employee reporting to Mike Houston effective 9/1/13)

Development  Chapter Staff: – Lindsay Jordan – Senior Director of Development: – – – – Oversees all development efforts; including grant writing, etc. Sarah Hauptman – Special Events Coordinator; oversees Tulsa Walk and Gala Alex Rosa – Database and Research Administrator, Tulsa: Responsible for ResultsPlus, our database management program Kacee VanHorn –Development Manager for Central Oklahoma (OKC office) Sara Sherry is the PR/Walk Manager in OKC

“Main Events” See website: Remember to notify Nellie of your events!  Walks  Galas  Education Conferences  Chapter Program events

Q & A‟s  Questions /comments  Adjournment Thank you for attending! Contact your supervisor or Debbie Ash with any questions!

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