Spreadsheet: 812122d1672966954-due-upcoming-overdue-123perwinkle-123
Sheet: MRI

 |  | Leadership Metrics, Rocks and Issues (MRI) Tracking
 | Links | Rock | True North goal | Person Responsible | Status (Yellow, Green or Red) | Due Date
 | R1 | CX1 Implementation for Nurses | 1, 2, 3 | [NAME] |  | 2023-03-31 00:00:00
 | R2 | CX1 Implementation for CARE Line & Password Resets | 1, 2, 3 | [NAME] |  | 2023-03-31 00:00:00
 | R3 | New Intepreter Request for CAP | 3 | [NAME] |  | 2023-03-31 00:00:00
 | R4 | Onboarding & Offboarding is Awesome! | 1, 2, 3 | Jeromy |  | 2023-03-31 00:00:00
 | R5 | Helpdesk Application MS Forms and PowerApps | 1 | [NAME] |  | 2023-03-31 00:00:00
 | R6 | CX1 Implementation for ACIS | 2, 3 | Miranda |  | 2023-03-31 00:00:00
 | R7 | Post [NAME] | 1, 2, 3 | [NAME], [NAME] |  | 2023-03-31 00:00:00
 | R8 | Service Standards and COPPs | 1, 2, 3 | [NAME] |  | 2023-03-31 00:00:00
 | R9 | Policy Updates | 1, 2, 3 | You and I |  | 2023-03-31 00:00:00
 | R10 | Hope Coaching | Workforce | Jeromy |  | 2023-03-31 00:00:00
 | R11 | Time-Limited Funding for Technology Projects | 1, 2, 3 | Jeromy |  | 2023-03-31 00:00:00
 | R12 | CAP Contract Process | 1 | [NAME] |  | 2023-06-30 00:00:00
 | R13 | Emergency Relocation of residents in Maple Wood Care Center - Tulsa | 1, 2, 3 | [NAME], Jeromy |  | 2023-01-13 00:00:00
 | R14 | Person-Centered Options Counseling | 1,2,3 | Nadine |  | 2023-03-31 00:00:00
 | R15 | NCI-AD Project | 1 | Alixa |  | 2023-03-31 00:00:00
 | R16
 | R17 | Leadership Tasks | 1, 2, 3 | Jeromy
 |  | Leadership Metrics, Rocks and Issues
 |  | Meeting Agenda
 |  | Date:  ([NAME] date)
 |  | Time: ([NAME] time)
 |  | CONFIDENTIAL:  If indicated below, the materials and conversation discussed in this agenda and within the meeting are confidential in nature, and are not intended to be shared with parties that are not included in the participant list below.   CONFIDENTIAL?  _____Y__  (y/n)
 |  | Meeting Moderator:  (Insert moderator name)
 |  | Required Participants:  (Insert participant names)
 |  | Outside Stakeholder Participants:  N/A
 |  | NOTE: Call in or Video Conference is allowed for any traveling participant  _________  (y/n).  If ‘Yes’ Meeting Moderator will provide call in details.
 |  | TRUE NORTH GOALS:
 |  | ONE YEAR PRIORITIES:
 |  | MEETING GOALS:
 |  | I.                     Rock Review:  SFY2021 and Quarter 2
 |  | I.                     Issues (Other Discussion Topics)
 |  | II.                   To Do List: (Immediate Action Needed – within 1 week)
 |  | 1)
 |  | 2)
 |  | 3)
 |  | 4)
 |  | III.                 Things to Celebrate
 |  | IV.                [NAME] (1-10)
 |  | MEETING PROTOCOL:  In an attempt to be respectful of all participant’s time, meetings are intended to be problem solving discussions.   Any ‘reporting out’ should be done in advance of the meeting, utilizing digital means.  Best practice is that the agenda should be filled out and sent to relevant participants 24 hours before the meeting.  It is the meeting moderator’s responsibility to respect calendars of others, and to ensure that the discussion follows the agenda.   If additional time is required, a follow up meeting with necessary participants can be scheduled.  The use of technology should be limited to use that benefits the meeting (notes, creating follow up tasks, etc).  Being present in the meeting is a priority.