Team portfolios
introduction
If you are an employed clinician or team member looking to diversify your career, leadership or time, you may like to carry a portfolio which simply means you are part of a team with dedicated focus on an area of need within the organisation.
There are 5 teams that make up M&Co! Each team is made up of portfolio holders who share, show, teach and serve to optimise team health, and serve the overarching mission! There is the team that bring oversight; and the team that cater to our people and culture. There is a client services team; a team that looks after operations and a team of creatives that look after our brand. As you and the team begin to plan your time here, you will be given access to this portal on our website to design your time alongside your aspirational goals.
PEOPLE & Culture: Enhancing our Team
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Mission: To care for our team with rewarding people and culture initiatives, so they know they are valued.
>>Gifting every new team member a ‘We Got You’ gift box and induction pack to say ‘welcome’.
>>Organising a rhythm of gatherings, culture days and meaningful moments to celebrate milestones and build social connection such as bdays, 11-sies, xmas or anniversaries.
>>To ensure this is a supply/inventory of small ‘thinking of you’ gifts and meals in the fridge in case of a team members personal crisis.
>>To ensure our clinic aesthetic and decor reflects our welcome across locations/sites.
>>To communicate client reflections and shout outs with the whole team, so they link with the greater good in their work.
Operations:
Enhancing our Systems
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Mission: To oversee and maintain our front of house (FoH) service provision with our systems of operation (SoO), communication and governance frameworks - delivering high quality experiences for our clients and team.
>>Manage our Front of House and client experience aligned with the M&Co mission, values, culture and SoO frameworks..
>>Host and support clinicians aligned to our operations, communications, governance and HR frameworks.
>>Oversee and bring systems and operational oversight to our MMoC in BoH procedures bringing strategy to room utilisation and operations charts, to say ‘welcome’ how we say welcome..
>>Update the “We Care” (psychological first aid for CCT) curriculum manual and “We Got Systems” (SoO)manual annually and run training in liaison with Operations Manager.
>>Team coordination: to book and co-ordinate the Practice leaders team huddle and FoH team huddle.
>>Oversee compliance and quality control eg., referrals, waitlists, caseload reviews, and changes to caseload management in liaison with Operations Manager and clinicians.
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Mission: To be the point person for the Marketing, Media Production, Operations team to achieve the community outreach and business development goals of Masters&Co.
>>Social media, production and graphic design scheduling using project management software to co-ordinate key communications and communicators..
>>To liaise with potential and existing partners to benefit community outreach and engagement.
>>To contribute to achieving the KPIs for business development under the Executive team and Operations Manager.
>>To provide administration assistance to ensure smooth operations for our community and in-house projects (eg., shop).
>>To assist in executing the tasks that come out of the 120 Day Huddles.
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Mission: To ensure safe and quality maintenance of our facilities & IT systems to benefit our team and clients across the M&Co clinics in line with our values, brand and governance frameworks.
>>To ensure any relevant outdoor spaces are curated safely and presentably.
>>To ensure maintenance tasks are completed in a timely way.
>>To co-ordinate and oversee the technical and mechanical aspects of business operations.
>>To be the glue that brings operations and client care together, connecting us to a back up plan if necessary (eg., tech, power, internet).
>>To consider the atmosphere of peace, safety and hospitality in planning.
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Mission: To drive operational excellence and sustainable growth through strategic management, seemless processes, and business development optimising business development and community outreach.
>>Operational Management eg., book and facilitate the 120 Day huddles to streamline our annual key projects with communication, accountability and alignment to the strategic plan.
>>Oversee the Operations Portfolios: Clinic Co-Ordinators; Operations Support; Facility & IT Support.
>>Oversee the Brand Portfolios: Media & Production; Marketing & Communications.
>>Strategic Planning & Reporting eg., Develop key strategy for community outreach initiatives, partnerships and Pop Up clinics; including designing and implementing our Service Level Agreements with corporate clients.
>>Support the Managing Director & Executive team with budget & financial oversight
CLINICAL SErVICES: Enhancing our client experience
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Mission: To mobilise the M&Co model of care and tailored service provision to schools and other communities according to our SLA and organisational strategy.
>>Deliver services as per the Service Level Agreement (SLA) to our partners who are utilising a M&Co. Pop Up Clinic within their organisation.
>>Collaborate with the Operations and Executive Team regarding operationalising the Pop Up Clinic.
>>Innovate on service design as required.
>>Produce content relevant to the context of service provision as per the SLA and in liaison with other key Portfolio holders.
>>Administrate the Pop Up clinic according to our Model of Care, governance frameworks, and client management systems.
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Mission: To support clinical governance, ethical practice and service excellence through compliance with industry standards, alongside the Masters Model of Care.
>>Maintain clinical policies and procedures.
>>Collaborate with Practice Leaders on clinical incidents.
>>To collaborate with Practice Leaders on quality improvement initiatives
>>Coordinate disseminate of team communications including (not limited to) policy updates and the ‘Clinic Life’ newsletter.
>>Connect with other Portfolio holders whose service design requires policy and procedural development/update.
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Mission: To support the Clinical Leads and team to foster a culture of learning, mentorship and clinical excellence via our philosophy ‘share, show, teach, serve’.
>>Organising/providing individual and group supervision and CPD opportunities
>>Facilitating peer consultation and reflective practice sessions.
>>Creating resources and clinical guides for team development.
>>Mentoring clinicians in inductions, career progression and skill enhancement.
>>Support our partnerships with Universities for clinical or student placements.
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Mission: To develop & inspire our clinical team to deliver excellence care through training, governance, mentoring, supervision and effective communication.
>>To attend to team questions and queries regarding the Masters Model of Care.
>>Co-ordinate and book Team Huddles, Group SV, and advanced clinical skills training including guest presenters to satisfy CPD requirements.
>>To liaise with Practice Leaders for ‘communications and resources to dispense to the wider team.
>>To support supervisors and mentors as they supervise and mentor others.
>>To support the clinicians PD and career progression goals.
>>To develop and update Clinician resources.
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Mission: To drive continuous improvement in service delivery and client experience through innovative data driven approaches both in house, and out in community.
>>Collaborating on ‘in-house’ service improvement initiatives.
>>Analysing client feedback and outcome data, including writing reports for EAP or program data for corporate clients.
>>Participate in quality improvements regarding the clinical processes and implications of our Model of Care.
>>Cross team collaborations eg., contribute to community impact via networking events, community outreach initiatives.
>>Contribute to public mental health awareness efforts via writing social media content for marketing team.
GOVERNANCE:
Enhancing our oversight
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Mission: To operate with financial integrity to grow with focus, accountability and wisdom found in great advisors.
>>Manage and review all business dashboards (monthly) to ensure revenue and spend is on target to finance modelling.
>>Allocate cashflow to targets according to cashflow strategy.
>>Allocate % profit for ‘Clinics for Good’ strategy (benevolence).
>>Ensure rewarding team salary packages and partnerships.
>>Stay connected to great advisors and consultant’s.
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Mission: To steward our resources with excellence to support the Practices financial health, and support payroll and personnel documentation to best practice standards.
>>Co-ordinate the monthly accounts meeting agenda.
>>Maintain the financials (allocating budgets, producing reports, timely stewardship of accounts payable/receivable).
>>Follow the debt collection strategy.
>>Follow the accounting dept rhythms, structures, systems,
>>Support Executive in preparation for EOFY/EOCY.
>>Co-ordinate payroll alongside Payroll clerk
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Mission: To ensure the effective human resources management of the Practice fostering a supportive workplace culture and recruitment support aligned to company values m operational and strategic goals.
>>Support our recruitment strategy with requisite administrational, and onboarding support.
>>Liaise with our HR/Legal partners for best practice and accountability.
>>Co-ordinate all HR activities (eg., annual reviews, quarterly reviews, PD banks, toil and leave requests).
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Mission: To oversee our model of care and 5 business domains with safety, quality improvement and governance frameworks to ensure we are Practice fit, and fit to Practice.
>>Co-ordinate all activities for the Advisory Board.
>>Identify and manage legal and ethical compliance of the Practice
>>Manage workplace health and safety obligations
>>Oversee our recruitment funnel and HR processes in liaison with Managing Director and external consultancy.
>>Support the Managing Director & Executive team.
>>Maintain policies and procedures of the Practice and oversee document control and quality improvements to our model of care.
>>Oversee the Operations Management and Principal Clinical Lead (Client Services) teams
BRAND:
Enhancing our profile
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Mission: Our marketing strategy engages and attracts our target audience, appealing to team, clients and the wider community.
>>Plan, curate and define our marketing strategy, style guide and key messaging so that our marketing strategy is compelling and speaks directly to our target audience whether that be our ‘ideal client’ or ‘ideal team’ avatars based on our core values and mission.
>>Oversee target revenue generation and review marketing spend eg., SEO, Google ads, Facebook ads
>>Be active on M&Co. social media platforms; eg., Facebook forums, LinkedIn, Instagram.
>>Review our shop stock in line with budget so that it speaks ‘heart and soul’ to those who walk through our doors.
>>Review and update website.
>>Review and update documentation upon request.
>>Communicate our key messaging to designated audiences according to the Code of Ethics and Brand guidelines.
>>Develop social media content that supports the development of mental wellness and resonates with our target audience.
>>Contribute to the planning of content via planning meetings to produce team content, videos and testimonials according to their avatars.
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Mission: To elevate our brand through compelling media by profiling and publishing the team with language, insight and innovation that resonates with our audience.
>>Plan and produce team content and videos according to their avatars.
>>Plan team engagement with our content calendar of events.
>>Support Portfolio holders by profiling their initiatives on socials and our website.
>>Communicate our key messaging to designated audiences according to the Code of Ethics.
>>Profile the ‘good’ in the team and ‘day in the life @ M&Co. Save the bloopers and highlights for the highlights reel.