Garden Project Status Report_6.13.2025

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OPS: Market Selection Workstream Update: May 26 - Jun 06, 2025

Workstream Lead: Brent Trinacty

What key Decisions Were Made?

MN Market Planning

Working thru site communication strategy for MN. Determining dates for total team meeting and align on how we want to reach out to Flagship site.

Talk Track Completed Finalized talk track messaging content and timeline.

Workstream Status?

Overall

Summary

HEALTHY

Minnesota communication strategy is on track for mid-July completion DLs progressing through 3rd market assessment materials with finalization of the 3rd and 4th markets expected by early July. M&A integration implications are under discussion. Messaging strategy / talk track is complete with materials created a launch plan set for 6/18 (DL fireside), 6/20 (ATC Huddle) & 7/31 Community Call.

New Questions / Discussion Items

Messaging [Open item]

Determine Garden messaging strategy for upcoming key meetings (e.g. GP NA meeting)

M&A Strategy Understand with Biz Dev if M&A strategy moves locations directly into PetOne

PIMS Delay RISK

Indefinite PIMS launch delays in the NY market may create downstream impacts on the digital client experience. This risk requires further investigation to assess potential disruption and mitigation strategies.

Workstream Components / Milestones

Determine 3rd market for Garden Launch

Market Ways of Working

Launch Talk Track

Staffing needs for ongoing auditing of Garden site performance on client experience and medical standards.

Brent In-Progress 7/18/25

Brent Pending / Future Step 06/13/25

Amanda & Brent In-Progress 6/18 – 7/31

Brent/Sandra New

Initial Garden team discussion occurred; working with VPs on selection ideas post MT

Discussion item for June working group mtg Item: define and implement clear WoW between flagship and endorsed locations on referrals, etc.

Messaging strategy / talk track is complete with materials created a launch plan set for 6/18 (DL fireside), 6/20 (ATC Huddle) then 7/31 Community Call.

Need better understanding of client experience examples/training so we can think about who will be best positioned to do the audits (ex: what can current FLT do?

Marketing Workstream Update: May 26 - Jun 06, 2025

Workstream Lead: Sarah Ostendorf

What key Decisions Were

Finalizing

Flagship Guidelines

Made?

Flagship guidelines are complete, final step is getting approved renderings into the final guidelines.

Workstream Status? Overall

Summary In the final stages of all environment work – gathering feedback from all stakeholders on final edits.

New Questions /

Discussion

Items – N/A this week

Workstream Components / Milestones

Updates provided on Milestones

Medical Workstream Update: May 26 - Jun 06, 2025

Workstream Lead: Sandra Faeh

What key Decisions Were Made? – n/a this week

Workstream Status?

Overall

No Progress or Updates this Week

Summary No updates this week. Awaiting response from Category Management on the Fear Free contract. Other workstream items are on hold pending the start of the new hire.

New Questions / Discussion Items – n/a this week

Workstream Components / Milestones – No progress or changes this week

Fear Free Costing

What to Expect: K9 Content

What to Expect: FE Content

What to Expect: Visuals & marketing development

What to Expect: Fold into digital experience

At Home Euthanasia

White Board: Define needs & use--discuss with PIMS team

Amanda In-Progress 6/15/2025

Pending response from Category Management

Sandra Future Step 08/30/25 Waiting for new hire

Sandra Future Step 09/30/25 Waiting for new hire

Adrian Future Step 10/31/25 Waiting for new hire

Sandra-Mark Future Step Hold Waiting for new hire

Beth N Future Step Hold

Sandra BLOCKED Blocked

Urgent Care Availability & Appropriate Record Handling Faeh/Fornari New

Client Follow-Up--Post Injury or Referral Faeh/Fornari New

Dual / alternate pet ownership permission guidance / implications Faeh/Walpole New

Working with David /folding into EOL workstream

Had a meeting with the PIMS team, although they do plan on creating a whiteboard it won't be ready anytime soon. The NY team is aware and working through alternatives with Dr. Berk.

End of Life (EOL) Workstream Update: May 26 - Jun 06, 2025

Workstream Lead: David Brooks

What key Decisions Were Made?

CSAT Metric

PACE discussion

Will be keeping data collection to be qualitative. Pilot clinics are keeping track of pet parents willing to share feedback, per advice of steering team Process alignment

Both pilot clinics aligned to materials, ashes delivery method.

Workstream Status?

Overall Healthy

Summary

Canadian pilot fully underway with early learnings being gathered 9 initial training survey responses received. The qualitative learning plan is now finalized. The Canadian pilot is active for 60 days per location, with insights to inform the U.S. implementation package.

New Questions / Discussion Items – n/a this week

Workstream Components / Milestones

Prepare KPIs and tracking for Pilot (CAN)

Comfort room modifications

Align Hospital SOC & experience with MAB SOC

Pilot live (60 days)

Prepare US implementation package

Sympathy card inclusion

David In-Progress 6/1 & Ongoing

David In-Progress 6/15/25

David In-Progress 6/15/25

David In-Progress 5/15 - 6/30/25

9 responses to initial training survey so far; finalized qualitative learning plan

Progress underway; targeting 6/15 completion.

Med Ops Engaged Targeting 6/15 completion

David Future Step 7/1 - 9/30/25 Not started but will be ready in ample time for new US timeline

David Future Step 7/15/25 Not started, targeting July completion

Real Estate: May 26 - Jun 06, 2025

Workstream Lead: Brad Radlinski

What key

Decisions

Were Made? – n/a this week

Workstream Status?

Overall No Update Received this Week Summary

Workstream Components / Milestones – n/a this week

Renderings of space continue to be developed for Ops and leadership approval In-Progress

Lobby Redesign alignment on physical environment & branding In-Progress 6/10/25

Endorsed Environment Identity In-Progress 6/11/2 025

5/23 Receive 1st round from GD – Mkt/GD5/28 Receive 1st round from GD – Mkt/GD 6/2 Receive 2nd round from GD – Mkt/GD

6/5 Review with Garden team – Mkt/Garden 6/11 Approval of Endorsed Environment – Janine

Semiweekly calls with RE, architect, DL, and HM occurring to finalize Southview design. Ongoing 06/30/2 5 Project is in for permit

Endorsed Design Finalized

Flagship and Endorsed Signage Strategy In-Progress 06/16/2 5

Design drawings are in-progress and running parallel. 6/30 Translate to Endorsed Sites – RE 7/15 Approval of Each Endorsed Site – Janine/Sarah/Elliot

5/16 Signage Strategy Recommendation – Mkt/GD 5/23 Review with Garden Team or subset – Mkt/Garden Team 6/2 Finalized Signage Strategy – Mkt/GD 6/16 Approval of Signage Strategy – Janine

Community Engagement Workstream Update: May 26 - Jun 06, 2025

Workstream Lead: Sarah Ostendorf & Alison Maas

What key Decisions Were Made? – n/a this week

Workstream Status?

Overall

Summary

HEALTHY

Several changes have been made since the last status. 1) Removal of the Creation & Implementation component. This will be executed by the community role within the hospital and not by the support center team. 2) The due date for the handbook has been extended to August to align with the L&D timeline for training plan for this role.

New Questions / Discussion Items – n/a this week

Workstream Components / Milestones COMPONENT

Define success KPI's per activity and reporting Pending / Future Step TBD

Develop a handbook and best practices for executing engagement programs

On-Track / InProgress 8/15/2025 (from 6/30/25)

Hiring and training for role On-Track / InProgress 10/1/25

Connect with EOL for Grief Group Pending / Future Step 7/15/25

This will be baked into the handbook. I’m not sure if I should keep it a separate line item but I’m happy to leave it here for the time being.

Moving out the due date for this based on the L&D intake timing for this guide. They have slated work to build out the training package of this role for September. I have time with Sarah, Adrian and Hannah set for late July to review the handbook and ensure it’s ready for delivery to L&D.

Alison & David connecting 6/18

Digital Workstream Update: May 26 - Jun 06, 2025

Workstream Lead: Mark D’Andrea

What key Decisions Were Made?

– n/a this week

Workstream Status?

Overall

SUMMARY

HEALTHY

Rough initial designs for new client onboarding were created as we worked to finalize the list of questions a pet parent profile should include and how we’ll use the data. Design strategy discussions for PetOne endorsed locations have begun. We’ve outlined key components for the pre- and post-visit experience and will be building out details in the weeks to come.

New Questions / Discussion Items

Secondary Pet Parent

Need to formalize how we want to use secondary pet parent information; i.e., simply for emergency contacts or does this person have visibility into all pet info and appointments? Discussing with legal and medical to work through various scenarios and potential risks.

Workstream Components / Milestones

Brand UI/UX Design

Complete 5/30/2025

PetOne design for endorsed locations In-Progress 8/1/2025 Design strategy discussions underway.

Build PetOne.com

Re-Skin Mobile App + Client Portal

Future Step 07/31/25

CMS chosen, development resources are now being lined up and we anticipate a late June start.

Future Step 12/19/2025 Work slated to start in Q4

Experience Redesign: New Client Onboarding In-Progress 7/3/25

PIMS mapping Future Step

Visit Template triggers Off-Track 05/30/25

Experience Redesign: Booking with Vetcove In-Progress 7/15/2025

Experience Redesign: Pre & Post-Visit Experience In-Progress

Initial designs for new client onboarding have been created

Once new client data capture list is finalized, mapping between VCCM and CIO will occur.

Postponed while we refined scope, strategy and design for new client onboarding. Draft triggers ready for review with Steerco and should have wrapped up by end of June.

Initial booking designs created and will continue into the next two-week period to help inform the development.

Outlined key components to the pre and postvisit experience and comms, such as a “what to expect during your visit”, highlighting affordability options, etc. Design and development will commence after new client onboarding.

HR & Training: May 26 - Jun 06, 2025

Workstream Lead: Julie Dunn

What key Decisions Were Made?

Creating Training Hub Working group formed to centralize PetOne training in Rise 360 under “Pet One: New Team Member Training.”

Role-Based Training Lists Departments to submit training lists by June 17; content being developed per role.

HM Working Group Formed 3 high-performing HMs engaged to support go-live readiness.

Build Lead Assigned James Norwood leading Rise 360 buildout with guidance on structure and flow.

Workstream Status?

Overall Slowly Moving to Healthy

Summary

A centralized working group is developing PetOne training in Rise 360, with departmental role-based training lists due by June 17. Excellence training and new CSR tasks are in progress. A dedicated HM group was formed to support go-live, and James Norwood is leading the Rise 360 build.

Workstream Components / Milestones → to be revised next report; this area is focus of next week’s PACE team meeting

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