Vice President – Executive and Provider Retirement Consulting

First 90 Days: #1 Top 25 Potential Clients
1. Identify the Primary Target Audience for initial communication.
o Health Care Organizations – Help Develop Strategic Approach to HebetsCo’s Expansion in the Healthcare System Marketplace
o Relationship Development & Nurturing of Key Contacts

2. Identify the Primary Referral Champions from
? Outside Consulting Firms
? Board Leaders
? Influencers
? Database Development

3. Work with Marketing Consulting Teams to craft the appropriate communication pieces and delivery methodologies:
o Announce your joining us
o Our Story together – NFP – Hebets Co – You
o Intro Communication piece to set the table for conversations and meetings
o Add Picture – Bio to Website

4. Co-Create with Senior Vice President and his team strategic approach to industry meetings.
o Those we are already booked for
o Those you wish to have us consider adding
o Speaking engagements
o Publications

5. Schedule and complete training sessions on how we communicate the:
? Problem
? Alternatives
? Next Steps
o Begin participating in our existing client meetings.
o Introduction to all key staff members (Sherry & Nancy will facilitate
o Develop communications explaining your role with our staff and practice partners.

Goals / Objectives
? Elevate the Hebets Co. and NFP to the Brand of Choice for: “Non-Profit”
1. Health Care Systems (Medium to Large)
2. Rural Health Care Systems
3. Federally Qualified Health Centers
4. Mental Health Centers

? Establish a “Proposed Plan” for all critical components.
o Build a Critical Path Timeline
o Provide estimated budgets.
o Agree upon time in Phoenix & likely additional travel.

? Identify any potential conflicts or roadblocks.

? Identify Milestones – Month by Month (From 6/1/2024 thru 12/31/2024)

? Quarterback getting Introductory Brainstorming Calls/Zooms with:
o CEO, CFO, CHRO on at least 25 Health Care Systems by 12/31/2024