Module 2: Progressive Skills + Checklist

Module 2: Progressive Skills (Adult Stage)

Module 2 is building upon the basics. Skills to help the new HM continue his/her learning journey in the role and add to the day-to-day skills currently being used. This stage begins to enhance the role.

➢ Timeframe: Month 4-5 post-close with new acquisition; 2nd visit with new HM existing location to be coordinated with the DLT. May be combined with visit 1 in some instances.

• Timekeeping & Labor Management (per division) • Systems Access • Inventory • Financials • Marketing, Initiatives & CE/Education

Checklist for Second Visit

Month 4-5 (after graduation to division) for a new acquisition site HM

☐ Timekeeping & Labor Management o Share best practices, tips & tricks you use to manage your staff's schedules o Provide introduction to any division specific info. in this area and reports • Note: New acquisitions are not required to do these reports until they have officially Graduated to the Division after month 4 of joining NVA There is no standard or required labor percent or spend but there is a normal range – each hospital is different and should operate at the level that is historically consistent for them (existing location exception if DL has asked for improvement) The Rev & Labor Tracker in QuickBase is implemented the first of the month following 90 days with new acquisition sites. If the HM is completing this tool take time to reiterate the importance of the data ☐ Systems Access – validate their access and navigation of the systems/pulling reports o PIMS (including pulling reports that calculate production) o Bswift Administration • Note: new acquisitions have gone through open enrollment, but HM may not have hired a new employee since they joined NVA and may need guidance on gathering deduction information after new hires have completed benefit enrollment o Vetcove o Engie Administration ☐ Inventory Management o Train on what to expect during quarterly counts; explain the best practices of Inventory (what is counted vs. estimated, what can be counted in advance, who should count, etc.) o Review the process on counting, completing the templates, adding data to QuickBase o Show tools that will assist like the Pill Counter Application • Note: New acquisitions may not be required to count in the first inventory after they join NVA. The Inventory Team determines the cut-off date for counting.

☐ SOO & Division Specific Financial Reports o Deeper dive into SOO and how to read (from learning perspective not whether numbers are good or bad) • Note: New acquisition HLTs receive a high-level SOO training from their TMs in month 3 via Zoom/Teams o Show additional financial reports in their financial folder that your DLT utilizes and share about division specific reports they can expect going forward • Note: New acquisitions are not required to do these reports until they have officially joined the Division

☐ BOARD BI o Demonstrate how to login and navigate Board • For new acquisitions, login will be: • Username: Hospital number (ie: 123) • Password: NVABHospital # (ie. NVAB123) o Share division specific use of Board

☐ Marketing/Social Media/Initiatives o Confirm HM knows who your division marketing contact is and how they can help • Note: Marketing should have completed their intro call when the site graduated to your division o Discuss marketing resources available and how you utilize them as an HM • This could include AllyDVM, Home Delivery/Online Pharmacy, Birdeye, etc. o Discuss ideas on CE for hospital staff, what the division offers and/or NVA's dental program, VetBloom, AtDove, etc. o Reiterate NVA’s commitment to health and well-being with our Community Team • Remind of resources including EAP, Talkspace for staff enrolled in NVA Medical Coverage, Health of the Healers, Connect workshops

☐ Continuing Education/Talent Unleashed/Discount Tuition o Bring up educational opportunities for technicians including tuition discount programs and possibly sponsorships o Share any playlist training that your division requires and talk about mandatory Harassment and Bullying training which varies from state to state o Let them know about other NVA programs like the Externship Program and Fear Free Certification

☐ Expectations of your DLT o You likely have been peppering this in all along but step back and think about anything you do the division or is asked of you (reports, calls, goal setting, etc.)