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Campaign: Save the Region
Monica Hardy-Johnson, EdD, RHIA
FHIMA Director
One afternoon after leaving
a poorly-attended regional meeting, I was in my car driving
to meet my best friend for lunch. I was thinking about how I
could energize HIM professionals and increase participation
in our region. Then it hit me - have a drive or campaign to
save the region. If attendance and participation at regional
meetings are low, why not go to the leaders/decisions-makers
to find out why staff is not attending the meetings?
The brainstorm described
above became reality in the Northeast Region in six steps; I
called it Campaign: Save the Region. With the
assistance of the former FHIMA Director (Dwan
Thomas-Flowers, MBA, RHIA, CCS) and the current NEFHIMA
President (Carnell Hansley, MBA, RHIA), a campaign to save
our region was launched September, 2006.
Step 1: Roster of HIM
Leaders
It is always a good idea to
develop a plan to provide direction. My plan started with an
excel spreadsheet that listed every facility, and HIM
director in the region. Of course, this was not a quick task
because for those I did not know, I had to either call my
fellow HIM colleagues for assistance or call each facility
and ask for the HIM department to find out who the director
was. At first, I thought this would be easy; just call the
regional secretary and get that information, but be advised;
every HIM director may not be a member of the regional
association. In addition to the director’s name, I wanted
the names of the managers or supervisors just in case the
director was not available. I also included
directors/educators in our local colleges because it is
imperative that we bridge the gap between theory and
practice. My spreadsheet consisted of 5 columns: name,
title, facility, phone number and e-mail address. Once all
this information was compiled, I created an e-mail
distribution list so I could e-mail everyone at once.
Step 2: Meeting
Preparation
The next step in my plan was
to figure out the best time, day of the week and location to
have a meeting. The first challenge was time. I
automatically selected the lunch hour, but given the fact
that most directors are so busy, many do not get to eat
lunch. So, an incentive was required. The next challenge of
choosing a day of the week came down to the question, “what
days are the busiest?” There were numerous concerns with
this one; so, I chose Friday simply because it was the end
of the week. I figured I could charm the directors to get an
early start on their weekend. One thing is for sure; the
best day of the week was definitely a topic of discussion
because determining high volume days was critical if we
wanted more involvement in the regional association.
Finally, the challenge with location was finding a central
place, since everyone was so spread out. I called a few
colleagues to get input because I am directionally
challenged. Unfortunately, everyone was going to have to
drive because nothing was really central. Restaurants,
libraries, and hotels were all considered, but I had to
factor in money, time, technical equipment, and most
importantly, making this an informative meeting (avoiding
noise and distractions). I ended up choosing a conference
room in one of the local facilities because it met the
criteria of being large, comfortable, decent travel, no
cost, and fully-equipped for technology and food.
Step 3: Meeting
Incentives (Food & CE Certificate)
Since I am so passionate
about this profession, I thought saving the region was
incentive enough for the leaders to meet. However, the
reality of the matter is although people care, involvement
in the regional association is voluntary and does not pay.
So, I had to find a way to make it worth the leaders’ time
to leave their offices. Although this was for the region, I
did not want to heavily involve the regional officers
because they had enough on their plates with regular
meetings. I also knew that given the poor attendance, the
budget was low. Therefore, I prepared to pay for lunch even
if I could not be reimbursed. I called a local restaurant,
and they had a “lunch meeting” item on the menu, which
included food, drink and complete set-up. I then thought
about the purpose of the meeting and topics to be discussed.
I referenced the AHIMA website, realized that I could offer
a CE and had a CE certificate designed especially for this
meeting.
Step 4: Meeting Set-Up
(Agenda, Presentation & Sign-In Sheet)
Once I begin thinking about
the topics to be discussed for the CE credit, I thought it
best to draft an agenda. I wanted the meeting to run
smoothly and for everyone to fully understand the purpose of
the meeting up front. The agenda items consisted of welcome,
introductions, purpose, national and state level updates,
how these updates impact the region, the importance of
maintaining the region, the challenges the region is
currently facing and how we can improve the regional
association. A PowerPoint presentation was developed to
mirror the agenda. The slides were in bullet format because
the meeting was to be very interactive. I served more as a
facilitator than a presenter. Finally, I created a sign-in
sheet. Although simple, this is very important as it serves
as documentation for attendance and distribution of the CE
certificates.
Step 5: Survey
After every regional
meeting, in addition to the evaluation, a survey is
distributed to the membership to find out if the meeting
dates, location, time, topics, etc. are meeting their needs.
I took that survey and reformatted it by expanding the
questions and adding more questions to see if we could
identify the root cause of the poor attendance and
participation. The survey was instrumental and prompted
in-depth discussion. I was surprised to find that may HIM
professionals do not see the value in attending the meetings
because CE credits can be acquired through other venues.
However, this meeting allowed us to remind the leaders that
meetings are about more than just CE credits; they are also
a way to network, gather resources, encourage, and to stay
abreast of industry changes (which should be apart of each
employees performance appraisal). It also forced everyone to
think outside of the box--possibly conducting more
non-traditional meetings than the traditional face-to-face
meetings.
Step 6: Flyer
Last but certainly not
least, I wanted to extend an invitation to the leaders in a
colorful, concise manner. The flyer had to be a little
different from the norm; so, I used business
meeting clipart and in big
letters stated “ATTENTION, ATTENTION - CALLING ALL HIM
LEADERS”. The flyer answered the basic questions who, what,
when and where. It also let the leaders know that lunch
would be served and a CE credit would be provided. Prior to
attaching the flyer, I prepared an invitation style e-mail.
I wanted to add a personal touch by letting the HIM leaders
know that as a state director this year, it is my goal to
not only be a cheerleader for the profession but also a
cheerleader for our region as we are the “NOBLE, NOTABLE,
NORTHEAST REGION”.
It is my hope that all HIM
professionals, especially those that are board members,
committee chairs and regional officers will read this
article and reach out to the HIM leaders in your areas and
motivate/encourage them to join forces to not only save
their regions, but to advocate for our profession! If you
have any questions, need ideas or copies of materials
already developed, please feel free to contact me via e-mail
at:
monica.hardyjohnson@jax.ufl.edu
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