Welcome to the 2014 CMSUK AGM Gatwick Hilton Hotel 13 th November - - PowerPoint PPT Presentation

Welcome to the 2014 CMSUK AGM Gatwick Hilton Hotel 13th November 2013

2014 AGM AGENDA

• Sam Harris, Chair of CMSUK to open the AGM
• Committee reports presented by each Committee Chair
• Standards, Research & Education – Jan Harrison
• Events – Teresa Shaw
• Membership & Links – Helen Ryan & Sue Ford
• Communications – Adam Shelverton & Joel Booth
• John Dunlop, DAC Beachcroft LLP, Company Secretary, to

run the voting for Directorship

• Sam Harris to close AGM

CMSUK Standards, Research & Education Committee Committee Chair Jan Harrison, Harrison Associates Ltd

Case Management – moving towards a profession

…and in the beginning there was…

• Research commissioned by CMSUK (2011)
• Gathered views from three CM
• rganisations (BABICM, VRA, CMSUK)
• Aim: ‘To identify to what extent there is a

need for a standardised, accredited or certified professional pathway for case managers in the UK.’

The search for clarity continued…

• Initiation of a pan-Case Management

Organisations group to:

• Discuss how and what constitutes case

management

• Collaboration (match-funded) of BABICM, VRA, CMSUK
• Develop shared sense of the need to be a

“Profession”

• Set out to define commonalities
• Definition of case management
• Consideration of a framework for skills and knowledge

Progression to date

• Development of an agreed draft

framework outlining skills, experiences, knowledge of a case manager IRRESPECTIVE of vocational/professional specialisation

Progression to date

Level 1: Early stages of career

Commensurate with degree + experience of hsc

Level 2: Significant period time

Experience + responsibility

Level 3: Extensive experience and knowledge

Leadership, management + shaping policy

Progression to date Three areas of case management practice

• 1. Working with clients and stakeholders

1. eg goal setting, record keeping

• 2. Case management practice

eg implementing services, leadership

• 3. Professionalism and personal development

eg ethical conduct

To be done…

• For Framework
• To date a panel of CMs has reviewed and

developed the Framework

• Two Focus Groups with members to

further refine the framework

• Focus groups with stakeholders
• Develop a clear commitment to shared

standards of practice

To be done…

• For overall “Profession”
• “Registration”

Voluntary Register? Chartered Status?

• Governance

An overarching organisation?

An appointed accreditation board?

CMSUK Events Committee Committee Chair Teresa Shaw, Broadspire / CMSUK Vice Chair

Committee Members:

• Teresa Shaw (Chair)
• Carole Chantler
• John Ainscough
• Chris Douglas
• Karen Elsmore
• Deborah Edwards
• Victoria Collins
• Jo Evans
• Jenny McGrory
• Heather Roberts

Events Committee

• 2014 Study Days
• Introduction to Case Management
• Maximising the Statutory Funding Pot,
• Effective Report Writing
• Webex What insurers want.
• Conference
• Network Evenings London, Manchester & Bristol
• What's next
• Webex
• Joint Conference 2015
• Network evening/Lunch and learn ? What do you want

CMSUK Membership & Links Committee Committee Chair Robin Pickard, Obair

Committee Members:

• Robin Pickard
• Sam Harris
• Heather Roberts
• Jackie Salvidge
• Sue Ford
• Ian Fulton

CMSUK strategy

Membership & Links Committee key tasks Strategy Objective 1: To build a growing and cohesive community of Case Manager

• Increase Individual Membership to 550
• Increase Corporate Membership to 28

CMSUK membership is 541 6% increase from November 2013

Breakdown

Membership Cat Nov 2013 Nov 2014 Variance Full Case Managers 263 274 11 Associates 178 193 15 Supporters 63 66 3 Honorary 2 2 Student 1 1 Overseas 5 5 Corporate 21 18

• 3

Benefits of Corporate Membership

Corporate Membership Benefits have gone through a Review and have been improved :

• Eight free designated membership places for those meeting the criteria for full,

associate or supporter members (normal application process applies)

• 20% discount off the standard membership fees for all members in excess of your

eight free membership places

• Two free places at the CMSUK annual conference (this will be held 13th & 14th

November 2014 at the Gatwick Hilton Hotel)

• A reduction (currently £700) for displaying a stand at the conference exhibition
• 20% discount off attendance to CMSUK Study Days (January 2015 onwards)
• Use of the specific CMSUK Corporate Member logo on company letterheads and

website

• Inclusion of promotional material in conference packs free of charge
• Acknowledgement of support on any promotional material that CMSUK produces
• Identification, logo and link on the CMSUK website including a 50 word by line.
• Acknowledgement in regular online Newsletter.

Our new ‘family’ of Logos

Our Own

For the use of CMSUK only.

Web Address

For the use of CMSUK only, for printing & marketing purposes.

Members

• Any active Case Manager, Associate or Supporter member of CMSUK

will be able to use the member logo on any documentation, email or website page specific to them personally.

• It cannot be used as a blanket logo for a whole company.
• Emphasis will be made on the ‘terms of logo use’ documentation and

the CMSUK website that the ‘Member Check’ facility should be used by third parties to confirm the level of membership of anyone displaying the member logo.

Corporate Members

• Any active Corporate Member of CMSUK is eligible

to use the Corporate Member logo on company documentation, email signatures or website.

Membership Committee

• The next project for the Membership Committee is to review and

update the online Application process. This will look at streamlining it and making it clearer as to what we are asking and why we are asking for certain information. Membership will work with Communications to ensure the online functionality is improved as well.

• New and improved benefits of Corporate Membership have been

created, specifically aimed at Case Management providers to make it more cost effective and attractive.

CMSUK Communications Committee Committee Chairs Joel Booth & Adam Shelverton

Communications Committee

• Committee Members:
• Adam Shelverton

(Joint Chair – Director)

• Joel Booth

(Joint Chair - Director)

• Chris Bartlett
• Heather Roberts

(Administrator)

• Liz Haunch

(Newsletter Editor)

• Netmatters

(Web Host)

General Aims:

• New logo families created
• On-going development of the
• website. – Ongoing
• Site re-design scheduled 2015
• Ongoing production of the

CMSUK Newsletter

• Act as the hub for other

committees

• Twitter

Website Stats

• Since my records began in Feb 2009…
• 55,883 visits, 13,640 (Nov 2013 –YTD)
• 323,005 page views, 60,221 (Nov 2013 –YTD)
• 4.42pages per visit,
• 3.15 minutes Average time on site
• Visitors From:-
• UK (84%) (London 20.87%)
• US
• Australia
• Switzerland
• Ireland
• Canada
• Ireland
• India
• Germany
• France
• Italy

• Online
• Bi-monthly publication
• Committee members aligned to committees
• Corporate features – volunteers for next one?
• Interest stories
• Plans for the future - Twitter
• Any other ideas to add value?

CMSUK Newsletter

Completed: Improved membership systems

• Corporate member system
• Individual member upgrade (associate > full)
• Overseas membership

Improved event booking systems

• Member only booking system
• Automated discounting

Content review

• Review of entire website and programme to update

Cloud based file storage

• System develop, on-going population of files

CPD Tool Available online Improvements to Newsletter

• Improvements to appearance and functionality

CMSUK on Linked in

• Increase awareness and promote CMSUK
• Create a busy and thriving online networking environment

Logo re-development and strategy

Development

To Do: Improvements to site aesthetics and navigation

• Improvements to appearance and functionality

Online Sales Ledger

• To improve back office processes
• Accommodate growth in membership

CMSUK on Linked in

• Increase awareness and promote CMSUK
• Create a busy and thriving online networking environment

Development

CMSUK Directorship Voting John Dunlop, DAC Beachcroft LLP Company Secretary

Nominations

• Chris Barlett, Rehab Works Ltd
• Carole Chantler, DWF
• Karen Elsmore, Corpore TTN
• Sue Ford, Bridge Case Management
• Sam Harris, HACM Limited
• Andrew Pepler, HCML
• Jacqueline Salvidge, Innovate Healthcare
• Teresa Shaw, Broadspire Rehabilitation

AGM Closed

Thank you for coming.