Your Organisation
When you start your subscription with Care Opinion, we will ask for you to nominate one Executive Lead and at least one Operational Lead. Both will be set up as 'Subscription Administrators' on the site.
Role of the Executive Lead
The Executive Lead is responsible for the organisational roll out of Care Opinion for the lifetime of the contract, including renewal. They will be supported by at least one Operational Lead at the organisation, and by a Support Lead from Care Opinion.
The Executive Lead will:
• Be the main contact for agreeing the Care Opinion subscription and financing.
• Champion Care Opinion at a senior level and set the overall direction of the Care Opinion implementation.
• Support the operational lead to implement Care Opinion with staff at all levels of the organisation.
• Commit to annual or 6-monthly subscription reviews with the Operational Lead and the Care Opinion support lead.
• Be the main contact for renewal discussions, 3 months before the end of the current contract.
• Be responsible for promptly informing Care Opinion of any key staff changes during the contract period, to ensure continuity for all parties.
Role of the Operational Lead
The Operational Lead is a member of staff at your organisation who is responsible for implementation and ongoing management of Care Opinion within the organisation. They are supported by your Executive lead and by a Support Lead from the Care Opinion team.
The Operational Lead is the day-to-day contact for the Care Opinion support team. They will:
• Help staff understand the nature of Care Opinion and the strategic role it plays in the organisation.
• Encourage staff to actively promote Care Opinion within their services, including having operational presence within staff meetings for new services alongside support from your Care Opinion Support Lead if appropriate.
• Manage the service tree on Care Opinion and submit change requests using the "update your service tree” process (training provided).
• Keep track of staff training needs, and ensure staff complete any training deemed necessary by the organisation
.• Ensure that all stories are responded to well and in a timely way
.• Manage promotional materials for the organisation, including ordering, distribution, and usage.
• Support staff with their engagement activities, such as helping with personalised materials/invitation links/individual projects to encourage feedback.
•Support the organisation’s staff to use Care Opinion via meetings, emails, social media, or newsletters.
• Blog about ongoing organisational activity, experience and learning from Care Opinion.
• Commit to annual or 6-monthly subscription reviews with their Care Opinion Support Lead.
• Communicate with their Care Opinion Support Lead about any needs they have.
The Operational Lead is also responsible for several day-to-day tasks:
• Adding or removing members from the subscription.
• Changing roles of staff members e.g from Member to Responder.
• Sharing Care Opinion resources with staff, such as training recordings, information, links to blogs.
• Assistance with setting up or changing alerts for your staff.
• Assistance with creating and scheduling reports and visualisations for your staff.
• Assistance with creating and customising Invitation Links/QR codes for your staff.
• Customising your service pages with description and picture.
• Encouraging completion of staff profile details and profile pictures. With a very large subscription, we recommend the operational lead is supported by several subscription administrators who are trained to perform these day-to-day tasks.