Work Flow – Strategic Plan Addendum
Sample
Task/Focus Execution Date Follow-up/Outcome
1 Investigate timelines for distribution of Title
III funds from Area Agencies on aging.
Complete documents, budget, program
summary, seek to qualify for $350,000.
00...
More
Work Flow – Strategic Plan Addendum
Sample
Task/Focus Execution Date Follow-up/Outcome
1 Investigate timelines for distribution of Title
III funds from Area Agencies on aging.
Complete documents, budget, program
summary, seek to qualify for $350,000.
00
over 2-year period.
06.
02.
2009 Tanya to prepare initial documents
Rita to finalize review
James to conduct final edit and submit by
deadline
2 Heighten awareness about program among
seniors in zip codes surrounding program
06.
25.
2009 Use filtered lists of households where someone
lives over age of 75 from brokers:
www.
usadata.
com, www.
sl360.
com
3 Conduct informational telephone follow-up to
senior households based upon income
07.
03.
2009 Ensure list swept so those on federal Do-Not-Call
list are removed
4 Hire someone or agency to create newsletter with
photography to use in the mailer
07.
10.
2009 Ensure we have releases from program
participants to use their photos in marketing
5 Reach out to contract reps and social work
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