Table of Contents


Introduction
Welcome
          Conventions
Background
About this Step-by-Step Guide
          Who Should Use It?
          What is Its Purpose?
          How to Use It

 

Part 1: Establishing and Maintaining System Partnerships

 

1-1 Understanding the Systems Approach and Effective Program Delivery

Section Objectives
Overview
An Introduction to the Systems Approach
          What is a Systems Approach?
           Why Collaborate?
          Systems Approach Illustrated
Essential Elements for Effective Program Delivery
          Community Context and Planning
          Program Personnel Management and Support
          Marketing/Sales Perspective
          Accountability and Quality Management
To Sum Up: A Gap Analysis
Supplementary Resources

 

1-2 Identifying Potential System Partners

Section Objectives
Overview
          Key characteristics of ideal system partners?
          Examples of potential system partners
Action Checklist
Key Tips and How-Tos
Tip Sheets
          How to Assess Community Arthritis Burden
          How to Research Potential Partners
Tools
          Community Assessment Tool (Blank)
          Collaboration Worksheet
Other Helpful Materials
          Community Assessment- Sonoma Example
          Community Assessment Overview

Supplementary Resources

 

 1-3  Marketing the Programs to System Partners
Overview
Action Checklist
Key Tips and How-Tos
Tip Sheets
          How to Interact with Gatekeepers
          Meeting with a Partner
          How to Handle Objections
Tools
          Leave-behind Materials Checklist 
Other Helpful Materials
          Selling Points to Potential Partners
          Partner Recruitment Brochure (PDF)
          Steps to Offer Arthritis Foundation Programs (PDF- no Tai Chi); Steps Flyer with Tai Chi
          Arthritis Foundation Program Advantages (WORD) and (PDF version)
          Facility Responsibilities (PDF)
          Outcomes Summary Handouts (AF Aquatic, AF Exercise
          AF Self-Help PDFs)
          Competitive Analysis
          Help Others Take Control of Arthritis: Become an AF Program Partner
          Materials to Help Publicize the AF Life Improvement Series list
Supplementary Resources

 

1-4 Securing the Commitment
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Tools
          Joint Planning Worksheet & Account Plan
          Roles and Responsibilities Worksheet
Other Helpful Materials
          Program Co-sponsorship Agreement WORD and PDF format

Supplementary Resources

 

 1-5 Sustaining the Partnership
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Tip Sheets
          How to Keep Your Partners Engaged
          Year-Round Cultivation Touch Ideas for Partners
          How to Resolve Conflict
          How to Address Common Partnership Challenges
Tools
          Partnership Sustainability Plan Outline
          Monitoring Partnership Worksheet
Other Helpful Materials
          Partnership Announcement News Release
          Partner Offers AF Programs News Release
          AF VA Chapter Wellness Partner Brochure and Plaque
Supplementary Resources

 

 

Part 2: Resources for Program Implementation

 

 

2-1 Getting Organized
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Tip Sheet
          Who’s Who in AF Programs
Tools
          Program Planning Worksheet
          Program Budget Sample
          Program Budget Worksheet (Excel format)
Other Helpful Materials
          Program Implementation FAQs
          Plan of Work Sample

 

 2-2 Resources for recruiting trainers
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Tip Sheet
          Characteristics of an Effective Trainer
Tools
          Potential Trainer Interview Guide
Other Helpful Materials
          Trainer Information Sheet
          Trainer Position Descriptions (AF Aquatic WORD, Aquatic PDF, AF Exercise WORD, Exercise PDFAF Self-Help WORD, Self-Help PDF)
          Trainer Statement of Understanding WORD, PDF version
Supplementary Resources

 

 2-3 Resources for recruiting leaders and instructors
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Other Helpful Materials

         

Leader/ Instructor Position Descriptions (AF Aquatic Instructor WORD or Aquatic PDFAF Exercise WORD or Exercise PDFAF Self-Help WORD or Self-Help PDF)

          Leader/Instructor Recruitment Brochure

         

Join the Program Team PowerPoint Presentation


          Locally Developed Materials: 

 

Supplementary Resources

 

 

 2-4 Resources for training leaders and instructors
Section Objectives
Overview
Action Checklist
Key Tips and How-tos
Tools
          Sample Training Budget
          Training Workshop Checklist
          Trainer Worksheet
          Training Budget Worksheet in Excel Format
Other Helpful Materials

          AF AQUATIC PROGRAM TRAINER KIT (includes the following):


             Registration and Announcements

          Worksheets and Checklists

          Sample Agendas and Handouts

          Post-Workshop Materials

         

AF EXERCISE PROGRAM TRAINER KIT (includes the following):

          Registration and Announcements

          Worksheets and Checklists

          Sample Agenda and Handouts

          Post-Workshop Materials

           
AF SELF-HELP PROGRAM TRAINER KIT (includes the following):


             Registration and Announcements

          Worksheets and Checklists

          Sample Agenda and Handouts

          Post-Workshop Materials

Locally Developed Training Resources

Supplementary Resources

 

2-5 Resources for retaining and recognizing program personnel
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Tip Sheets
          How to Retain Your Program Personnel
          Whose Job Is It?
          How to Provide Growth Opportunities 
          Arthritis Foundation Certification and Recertification
          Requirements
          How to Provide Recognition
Tools
          Personal Inventory
          Orientation Checklist
Other Helpful Materials
          Certification Application Form/Letter of Agreement (PDF)and WORD version

          Certification certificate templates

AF Logo Incentives

          Locally Developed Training Resources

Supplementary Resources

 

 2-6 Resources for recruiting program facilities
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Other Helpful Materials
          Facility Responsibilities Flyer (PDF)
          Steps to Offer the AF Programs Flyer- with Tai Chi (PDF)
          Steps to Offer the AF Programs Flyer- without Tai Chi (PDF)
          Why Offer the AF Programs Flyer
          Help Others Take Control of Arthritis: Become an AF Program Partner (Partner Recruitment PowerPoint)
          AF Michigan Chapter Facility Starter Kits (AF Aquatic, AF Exercise, AF Self-Help)

          Other Locally Developed materials

Supplementary Resources

 

 2-7 Resources for recruiting program participants
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
          Unique Selling Proposition
          Target Audience
Tip Sheets
          Marketing 101
          Successful Promotion Strategies
          How to Encourage Word of Mouth
          Media Relations
Tools
          Marketing and Promotional Timeline
Other Helpful Materials
          Highlights of Consumer Research Findings
          Materials to Publicize the Life Improvement Series           

 

 

     

 

  

 2-8 Resources for managing class logistics
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Other Helpful Materials 
          Participant Application Form 

          Participant Release Form

          Sample Materials and Procedures Checklists

          Examples of Chapter Financial Assistance Materials

 

 2-9 Resources for monitoring reach
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Tip Sheets
          Reach Data Forms and Mechanisms
          How to Obtain Reach Data
          Data Issues and Solutions
Other Helpful Materials
          Why is Data Important?          
          Reach and Capacity Report

          Program Information Form

Training Workshop Roster

Program Information and Roster Instructions                                       
          Impact Reach Forms
          AF Michigan Chapter Reminder Postcard and Warning Letter
        
Supplementary Resources

 

 2-10 Resources for quality and risk management
Section Objectives
Overview
Action Checklist
Key Tips and How-Tos
Tip Sheet
          Arthritis Foundation Quality and Risk Management Mechanisms

Other Helpful Materials
          Frequently Asked Questions: Policy, Legal and Insurance Issues
          Quality Improvement Volunteer Position Description
          National Forms

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