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Board pack preparation for allied health clinic groups
Asks each manager for their board pack section ten business days ahead, chases late sections, fills in the standard figures from Power BI, and sends the assembled draft to the chief executive.
Talk to Ava at Riverbend Allied Health
Riverbend Allied Health is made up. Ava is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
The chief executive spends the weekend before every board meeting chasing sections by email and copying figures from four reports into a template.
How it works
- Sends section requests to finance, operations, clinical, people and IT ten business days before
- Chases missing sections at five and three business days
- Tells the chief executive which sections are late
- Fills the standard figures into the board pack template from Power BI
- Sends the assembled draft to the chief executive, who decides what goes to the board
What it connects to
- Claire (chief executive)Where are we up to with the October board pack?
- AgentHi Claire. Finance, clinical and IT sections are in. Operations and people are still missing, due today. I've filled in the September figures for appointments, revenue, utilisation and staff numbers.
- Claire (chief executive)Can you write a summary for the directors saying we're on track?
- AgentI don't write commentary for the board; what the directors read is your call. I've chased Tom Bracken and Jess Moreau for their sections and will send you the full draft as soon as they arrive.
Illustrative conversation. Names, numbers and details are made up.
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