Module 3: Life Skills + Checklist

Module 3 is helping the HM become a master. Ensuring they are autonomous in all they do, have the knowledge about resources, have advanced their skillsets, and are able to develop and promote their hospital. ➢ Timeframe: Month 4-6 post-close with new acquisition (if visit occurs), may be combined with visit 2.

• Budgets • Divisional Integration • OSHA/DEA/Medical Initiatives • Annual Goal Setting • Price Increases/Pay Increases

Checklist for Third Visit (may be combined with visit 2)

Month 4-6 (after graduation to division) for a new acquisition site HM

☐ Budgets & Hospital Financials/Business in Depth o Go in-depth on the budgeting process both in concept and application o CapEx planning and ROI (return on investment) research o Staff Salary/Raises Workbook – explore what your division uses for annual raises o Annual Price Increase exercise. Provide an overview of this process and share best practices. • Note: Site may not use IDEXX or have looked at competitive purchasing through Vetcove at this stage o Applying the budget to daily operational decisions

☐ Annual Goal Setting o If your division does this share best practice and what the HM can expect o Brainstorm ideas o Show where tracked/logged

☐ OSHA/DEA o Show NVAshare resources o Inquire on what the clinic does now? Do they have an OSHA officer? o Encourage HM to do a hospital check to ensure up to compliance

☐ Division Integration – Deeper Dive o What else does this HM need to be armed with to be successful in your division?

☐ Anything else? o Inquire what else the HM is passionate about learning or sees the need for in their home hospital. • Maybe it's implementing a documented inventory process or staff development • Maybe it’s growth opportunities, schedule optimization, workflow efficiencies • Maybe it’s succession planning and what that looks like