1. JUNE 2012 CVIM Strategic Plan Update

2. STRATEGIC GOALS 1. Expand access to care for current and new patients 2. Redirect more resources to patient care through operational efficiencies 3. Make CVIM Chester County’s charity of choice 4. Transition to a governing board

3. Patient Satisfaction Survey Patients reported: 100% - Satisfaction with overall care 98% - That staff were helpful and caring 96% - They were presented with health education during visit (compared to 59% last year) 93% - Overall improvement in health status since becoming CVIM patient [100 patients surveyed: 55 English - 45 Spanish]

4. Patient Volume

5. FISCAL YEAR 2012 SUCCESSES Fund Development

6. Fiscal Year 2012 Highlights * Golf Classic * Winter/Spring Appeals * Foundation Awards * Pledges

7. Winter Newsletter (Calendar Year End Appeal)

8. Spring Newsletter (Fiscal Year End Appeal)

9. Fiscal Year 2013 Plans & Challenges CVIM 15 th Anniversary New Pillar Members Board Committees Companies of Caring Marketing Committee Build and Sustain New Golf Sponsors

10. How Can I Help to Make CVIM the Charity of Choice in Chester County? Board giving – importance of 100% participation CVIM Elevator speech – know your talking points What else can I do? 1. Help to open closed doors & cultivate new donors 2. Invite contacts for a tour of CVIM 3. Invite and include us at your events

11. Income Source Summary ConstituentNo. of DonorsNo. Gifts GivenTotal (to date) Board1830$50,550 Church921$10,417 Corporation5060$404,809 Former Board35$22,650 Foundation3130$352,200 Government34$49,448 Individual417489$1,031,375 Organization1314$41,178 Staff67$6,836 United Way22$42,240 Volunteers6389$25,842 Fiscal YearDonorsDollars FY 2012624$2,037,545 FY 2011726$2,329,183

12. FISCAL YEAR 2012 SUCCESSES Volunteer Management

13. Volunteer Recruitment Numbers of new volunteers Volunteer recruitment activity Student internships Volunteer Committee Selection and orientation process Training

14. Volunteer Recognition Volunteer Committee Volunteer Week Celebration Volunteer Stars ORTHODONTIST 10 Years MATTHEW SWIATEK, DMD, MMSc

15. Example of Volunteer Star on CVIM Website

16. Volunteer Retention & Leadership Communication Cross training Corporate Volunteer Partners Examples of volunteer leadership

17. FISCAL YEAR 2012 SUCCESSES Dental Services

18. Dental Teamwork New  Dentist  Dental Hygienist Volunteer Clinicians Staff Student Component

19. Dental Program Enhancements HIV Testing Smoking Cessation Program Outreach

20. FISCAL YEAR 2012 SUCCESSES Medical Program Accomplishments

21. Medical Home Model Care Coordination Community Partnerships Case Example

22. Program Enhancement Diabetes Case Management Nutrition Step it Up Obesity

23. Comparison of National vs. CVIM Obesity Statistics Green: Normal <25 Yellow : Overweight 25-29 Red: Obese >30

24. Breakfast & Business Meetings Communication Engaging Volunteers Care Coordinator Role Expanded Clinic Hours New Patient Volumes

25. Quality Assurance Credentialing and Privileging Chart Reviews Peer Review Continuing Medical Education

27. FISCAL YEAR 2012 SUCCESSES Dispensary Accomplishments

28. Transition  Leadership Transition  Overlap  Increased hours  Operational Efficiencies

29. Dispensary Programs Smoking Cessation Patient Assistance Program Student Rotations

30. Help Forward Help Forward