Page 25 - Client Coordinator

3008 – Client Coordinator Weekly Checklist

Result Statement: To ensure client coordinator responsibilities are prioritized so that the most important/vital
tasks are completed first followed by the next vital, etc. To also assure two other things:

1. Client coordinator has an easy way to be reminded of all responsibilities on a daily basis and reported
weekly. This is especially true for those monthly, quarterly, and yearly items that are hard to simply
remember.
2. Director of administration has an easy, routine, and quick way to assure the client coordinator is
completing all responsibilities.

To complete the weekly checklist:
1. Every Tuesday morning print and start a new weekly checklist for client coordinator.

2. Complete each item, every day throughout the day, in the order listed on both this checklist and the
procedures themselves.
3. Assure all items due on the checklist are completed BY THE DUE DATE and TO THE STANDARD expected.
This includes even when the client coordinator is absent (planned or unplanned, proc 3000.2)
4. Every Monday evening turn in the completed weekly checklist to the director of administration message
box before 8 PM.

FOR PRINTING– go to the separate file in the manual under “FORMS”. It will print here on only one page.

Drill/Demonstration:

1. Why would we have this weekly checklist?
2. What would happen if we did NOT have this weekly checklist?
3. Print a weekly checklist from a computer.
4. What is the #1 most effective CC responsibility at generating client visits? When would you start this?
Why then?

5. Explain in general how you will assure your responsibilities will be completed even when you are gone,
both planned absences and unplanned. How will assure they are done to the standard expected?

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