Annual Check-in
What's an Annual Check-in
The Annual Check-In is a two-hour session for your executive team to connect with Health Plan Alliance leaders in person, or virtually if needed. You’ll get a quick update on trends among Alliance members, ongoing projects, and collaboration opportunities. Then, we’ll focus on your organization’s key priorities and each leader’s current focus and challenges.
Who participates
We recommend a 30-minute meeting with the CEO alone, followed by a 90-minute session with the full executive leadership team.
Why it's important
The Annual Check-In with the Health Plan Alliance is important because it fosters collaboration, enables knowledge sharing, and empowers your executive team to make informed decisions. By gathering with Alliance leadership, your team gains valuable perspectives on industry trends and Alliance initiatives. It’s an excellent opportunity to exchange ideas with peers, discuss shared challenges, and identify new opportunities for collaboration. Strengthening these bonds within the Alliance community can provide fresh insights and inspiration, equipping your team to confidently address strategic goals and navigate the evolving healthcare landscape.
What to expect
- Health Plan Alliance attendees will include Alliance president, Joe Lastinger, and one to two Alliance executive staff members. Joe Lastinger will lead the discussion with Alliance team introductions and a current strategic overview of the Alliance.
- Your CEO will share your organization's strategic overview. Each meeting participant is invited to share their current focus, challenges, and ways the Alliance may be able to provide support.
- Following the meeting, the Health Plan Alliance team will send a follow-up email with resources and facilitate connections to other Alliance members and industry experts if applicable.
How to prepare
Each meeting participant will be provided an opportunity to complete a pre-work questionnaire at least two weeks prior to the meeting that will help facilitate the meeting and keep the meeting focus on track.
How to schedule
For your convenience, we schedule around your team's routine meetings. You are welcome to contact us any time to plan your team's next Annual Check-in. Or feel free to check our date availability (ignoring the times listed; we're flexible with meeting times). We are happy to extend time with your team for any other needs, just let us know during scheduling. For example, you may have several new leaders who want an Alliance overview.
Logistics to provide
- Meeting times (Example: 9:00-9:30 CT meet with CEO, 9:30-11:00 CT meet with Leadership Team)
- Onsite meeting address
- Participant list (names and titles)
- Visitor rules
- Dress code
We'll send you the calendar appointment, including a virtual meeting link for those who may need to attend online. Please forward the invite to all participants.
Schedule Now!
You are encouraged to schedule early in the year as calendars fill up quickly.
- Check available dates – disregard the times listed; this step is just to find a date that works best for your team. You will provide specific meeting times.
- Schedule now – select the desired date + the only time listed; this simply holds confirms the date. Populate the form with exact meeting times and logistics (see above).