Crisis events Discussion points Actions Who required Yes/No 81 Ensure practices reflect the required state jurisdictional and NDIA incident response procedures 82 Implement established processes for crises 83 Implement processes for when a formal review is required Stage 7: Transition and termination Discussion points Actions Who required Yes/No 84 Exit customers in accordance with agreed procedures for: customers moving on to a different provider customers who no longer require services customers who are deceased 85 Follow protocols for relationship management for exiting customers: internal communication program/service coordinator, finance, etc. – archiving and storage of data feedback and any follow-up after service termination 86 Identify how any learnings might inform future service offerings
Crisis events Discussion points Actions required Yes/No Who 81 Ensure practices reflect the required state jurisdictional and NDIA incident response procedures 82 Implement established processes for crises 83 Implement processes for when a formal review is required Stage 7: Transition and termination Discussion points Actions required Yes/No Who 84 Exit customers in accordance with agreed procedures for: customers moving on to a different provider customers who no longer require services customers who are deceased 85 Follow protocols for relationship management for exiting customers: internal communication – program/service coordinator, finance, etc. archiving and storage of data feedback and any follow-up after service termination 86 Identify how any learnings might inform future service offerings
Business_Processes_Development_Template_Action_Plan.docx