Growing Global Leaders Advancing Palliative Care Resource - - PowerPoint PPT Presentation

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Growing Global Leaders Advancing Palliative Care Resource - - PowerPoint PPT Presentation

Jan 01, 2023 470 likes •1.02k views

Growing Global Leaders Advancing Palliative Care Resource Management Frank D. Ferris , MD, FAAHPM, FAACE ED, Palliative Medicine, Research & Education LDI C2 RC1 February 05-12, 2013 Objectives Resources needed to successfully

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Growing Global Leaders… Advancing Palliative Care

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Resource Management

LDI C2 RC1

February 05-12, 2013

Frank D. Ferris, MD, FAAHPM, FAACE

ED, Palliative Medicine, Research & Education

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Objectives

  • Resources needed to successfully

Develop leadership skills Complete palliative care activities

  • Utilize

Receipt submission tool Financial Management tool

  • Process for reviewing & reporting
  • Allowable expenses using LDI stipend
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IDP – 3 Parts

Part

  • 1. Leadership Skills
  • 2. PC Activities
  • 3. Resources / Budget
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Types of Resources ?

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Resources for Your IDP

  • What resources will you need to be

successful ?

  • When will you need them?
  • What will they cost ?

How will you pay for them ?

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

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Working with LDI…

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • Upgrade internet

service

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • Health, dental, travel

insurance

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Your Leadership Skills…

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • Local coach for a

specific skill

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • English lessons
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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • Books, journals
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SDH Elective Week after RC2 or RC3…

Explore a comprehensive program based on the WHO Public Health Model…

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

SDH Elective Week after RC2 or RC3

  • Airfare & taxi ( paid )
  • Hotel
  • Meals
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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

Conference w Poster - EAPC Prague 2013

  • Airfare • Taxi
  • Hotel
  • Meals
  • Registration
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Your Palliative Care Activities…

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • Clinical team
  • Administrative

support

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • Office or

conference space

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • Supplies,

education tools

  • Meals ( limited )
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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • IAHPC

Membership

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Exercise 1

List 5 resources / expenses you hope to pay for with your LDI Stipend…

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What will your Resources cost ?

Which expenses will you pay for with your LDI Stipend ?

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Examples of Allowable Expenses…

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • Upgrade internet

service 2012: 10 x $30 = $300 2013: 12 x $30 = $360

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • Health, dental,

travel insurance 2012: $300

  • 2013: $300
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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • English lessons

20 x $35 = $700

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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

SDH Elective Week after RC2 Airfare & taxi ( paid )

  • Hotel - 7 x $120 = $840
  • Meals - 7 x $50 = $350
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LDI Leadership Skills PC Activities

Personnel Consultants Supplies Environment / Communication Courses / Conferences Association Memberships Other

  • IAHPC 3-year

Membership for Romania at 50% through LDI = $65

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Financial Stipends

  • Anticipated

$5000 per Leader over 2 years $3000 per consultative site visit

  • Use fully justified in IDP
  • All activities & expenses must be

preapproved by the LDI Team Coach

  • Original receipts required

Not preapproved, no receipts  No $

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Exercise 2

Project the cost of these 5 resources / expenses…

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Budgeting…

List all projected expenses you hope to pay for with your LDI Stipend…

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…IDP P3: Financial - Budgeting…

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Exercise 3

Enter your projected expenses into your Excel Financial Report…

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Submit your Projected Expenses to your Coach for approval…

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Report your Expenses at the End of each Month…

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Label Each Receipt

  • 1. Date of expense
  • 2. Purpose… related to IDP
  • 3. Currency
  • 4. Exchange rate to US dollars
  • 5. Total in US dollars
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Date Apr 29 2011 Purpose EAPC Congress Currency Euro Exchange 1 Euro = 1.33 USD Total € 630.43 x 1.33 = US $ 838.47

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Reporting Expenses Monthly For each Receipt…

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Currency conversion…

www.XE.com

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Reporting Expenses Monthly For each Receipt…

Date Apr 29 2011 Purpose EAPC Congress Currency Euro Exchange 1 Euro = 1.33 USD Total € 630.43 x 1.33 = US $ 838.47

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…IDP P3: Financial - Expenses…

Apr 29 2011 Flight to EAPC $838.47 $1161.53 Yes

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For Flights… Include Boarding Passes…

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Exercise 4

Enter 2 of these 5 expenses into your Excel Financial Report…

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Photograph or scan each Receipt…

Email copy of receipts with Financial Report to LDI…

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Place original receipts in Envelope…

Bring to next RC…

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Examples of Expenses Not Allowable…

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Expenses Not Allowed Include

  • Food / materials for courses

> $100 / per event

  • Business or First airfares

( you can upgrade from Economy)

  • Luggage, personal toiletries
  • Charity donations

Your coach is the final decision-maker

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For more details, see the Financial Management Guidelines or consult your coach…

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Gandhi… You need to be the change you want to see in the world…

Kobacker House

Columbus, Ohio