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Swap Meet #4 Prepping Your Pitch Innovation Catalyst – June 13, 2017 In partnership with…

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Page 1: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Swap Meet #4

Prepping Your PitchInnovation Catalyst – June 13, 2017

In partnership with…

Page 2: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Program Timeline

Center for Care Innovations 2

We Are

Here-ish

Page 3: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Agenda

Center for Care Innovations 3

- Showcase details (Laura)

- Pitching tips + a Catalyst story (Akilah)

- Pitch structure + example (Chris + Veenu)

- Q&A

Page 4: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

First-ever(!) Catalyst showcase:

The DEETS

Page 5: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Center for Care Innovations 2017 / 5

Showcase Details

Logistics

• UCSF Conference Center, SF• 9:30AM• 4 breakout rooms, 5 teams/room• 15-20 attendees in each pitch

session-Your Catalyst peers (~13)-Catalyst team sponsors (~3)-Guest pitch reactors (~2)

• Pitches will be video-taped so you can share with your colleagues

Format

• Max 7-minute pitch • Slide deck format • 7-part pitch structure• Target audience: your

sponsor/other org. leadership• Pitch goal: Effective, concise,

compelling articulation of a need, how you plan to address the need, and what value your solution could provide.

• 7 minutes for feedback & questions from sponsors & guest reactors

Page 6: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Center for Care Innovations 2017 / 6

Pitch Goal (deconstructed)

Effective, concise, compelling articulation of a need, how you plan to address the need, and what value your solution could provide.

It’s more about how you pitch, than what you pitch.

• Clarity of the problem• Clarity of the solution your recommending• Is it worth doing?

-Clarity of the value your solution offers and what problem(s) would go unaddressed without it

-General understanding of solution’s feasibility

Page 7: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Center for Care Innovations 2017 / 7

What to Prepare

Bring artifacts from your design research & analysis, co-design sessions, and prototyping.

• Photos• Physical artifacts (e.g. a

storyboard, a prototype)• Don’t create new collateral!

Collect information about/analyze your target audience.

What do your sponsors and organizational leadership care about?• Budget? (Is there a cheaper way of

doing this?)• Workflow?• Staff time?• Unintended consequences (e.g. new

pain points)?• What other solution alternatives did

you consider?

Address these in pitch or have answers ready for Q&A.

Page 8: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Dr. Akilah Cadet, MPH

Page 9: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Pitch Tips

Page 10: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Use Visuals

Page 11: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Be Clear

• This is clear• People can see

this• You can read me!

• This not clear, but it is okay because I really want to get my point across!

• And the more points, then you know that I know what I am talking about.

• I know you want to read all of this an it is really, really, really, easy to read right.

• Aren’t you glad I put all of this information on the slide.

• You totally want to support my ask, I know it, because you now know everything you need to know even the stuff you do not need to know!

Page 12: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Frame First

Page 13: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Be different

• Be you• Highlight that really cool thing• Connect the dots• Think about Q & A

Page 14: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Background

• 2014-15• SFDPH• Two Catalysts• Implement Workforce Survey for ~10K• Develop strategy• Never done before

Page 15: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Super Short Pitch Story

Page 16: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Problem

• No clear direction for the workforce experience• Unknown needs of a growing workforce• Multiple entity specific surveys• Unknown number of employees

Page 17: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

What do we need to improve the workforce experience?

Page 18: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Solution

• Co-design actions in response to problemareas/results from workforce experiencesurvey.

• Training and Workforce DevelopmentCommittee

• CCI Catalysts

Page 19: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Co-Design

Page 20: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Short Term Solution

Page 21: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Need (Ask)

“This is ridiculous!” to “This is because of Alecia and Akilah!”

Page 22: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Real Outcome

• Efforts reviewed by the city/county fiscaldepartment

• Three positions were created to develop thefirst time ever Workforce Department

• It took lots of time! 2-3 years!• Innovation was used with Breast screening,

Ambulatory Care Clinics, a Maternal ChildHealth (innovation is infectious!)

Page 23: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Remember…

• Be clear• Have a defined ask, depending on your crowd

provide options• Give them an opportunity for feedback or

participation• If they cannot help, ask who they suggest you

connect with

Page 24: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 78

Making a Compelling PresentationGain support for your solution

Page 25: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Even if you originally secured permission, it is your

responsibility to build support for you project over time.

Too often, lack of communication skills leads to questioning

your efforts more than supporting them.

Building support

Page 26: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 1 | 2017 | Center for Care Innovations

Taking advantage of our natural predisposition for

story telling, a narrative structure tuned for innovative

projects, greatly improves your probabilities of

gaining support.

Use a narrative structure

Page 27: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 81

The 7-part innovative project story

1. Describe the desired future

2. Show why it isn’t currently possible to have

3. Share what you learned from research

4. Describe 3 or 4 parts of your solution

5. Articulate the benefits of doing so

6. Present the negative impact of not pursuing

7. Ask for specific support

Catalyst Training: Session 2 | 2017 | Center for Care Innovations

Page 28: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 82

An example

Page 29: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 83

Behavioral health integration

Catalyst Health System seeks to have seamless integration between clinical and behavioral care.

• Widely recognized that addressing behavioral health improves clinical outcomes

• Reduced costs

• Improves patient satisfaction

• Improves provider and staff engagement

Catalyst Training: Session 2 | 2017 | Center for Care Innovations

1. Describe the desired future

Page 30: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 84

Current practice is far away

• Clinical and behavioral providers don’t work together

• Our practice hasn’t acknowledged the need

• Lack initiatives to understand the opprotunity and challenges

Catalyst Training: Session 2 | 2017 | Center for Care Innovations

2. Show why it isn’t currently possible to have

Page 31: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 85

But we took a look

• Engaged current providers and staff

• Documented clinical and behavioral visits

• Brought in patients to discuss their experience

Catalyst Training: Session 2 | 2017 | Center for Care Innovations

3. Share what you learned from research

Coordinating visits

Integrating systems

Cultivating awareness

Page 32: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 86

4 initiatives to integrate behavioral health

1. Behavioral health basics for all

2. Information system therapy

3. Mind and Body patient campaign

4. Workflow mapping project with providers

Catalyst Training: Session 2 | 2017 | Center for Care Innovations

4. Describe 3 or 4 parts of your solution

Page 33: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 87

Benefits for Catalyst Health Systems

1. Simplified practice and schedule

2. Improved population outcomes

3. Become provider of choice for patients and staff

4. $125k net bottom line improvement

Catalyst Training: Session 2 | 2017 | Center for Care Innovations

5. Articulate the benefits of doing so

Page 34: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 88

Penalties grow if we fail to act

1. Re-admittance penalties continue to grow

2. Lose patients from referrals to outside

3. Declining patient satisfaction

4. Increased staff churn from frustration

Catalyst Training: Session 2 | 2017 | Center for Care Innovations

6. Present the negative impact of not pursuing

Page 35: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Catalyst Training: Session 2 | 2017 | Center for Care Innovations 89

Next steps - pilot initiatives

1. Secured provider participation — we need your OK.

2. $7500 to secure temp behavioral health staff

3. Monthly 1-hour all-staff summit to pilot behavioral health basics for all

4. Go ahead for IT integration assessment and prototype

Catalyst Training: Session 2 | 2017 | Center for Care Innovations

7. Ask for specific support

Page 36: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

90Catalyst Training: Session 2 | 2017 | Center for Care Innovations

Presentation Narrative Worksheet

Page 37: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

Questions?

Page 38: Prepping Your Pitch - Amazon Web Services... · 6/13/2017  · • Max 7-minute pitch • Slide deck format • 7-part pitch structure • Target audience: your sponsor/other org

What’s Next?

Real Talk w/ LB: Now thru 6/30

Submit your Milestone 2 Video and worksheet by 6/23

See you on the 27th in SF!