WCG INTERNAL
PROJECT BIBLE
FREE of Maryland — ACCELERATE — July 1 to September 29, 2026
41%
48 of 118 tasks
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Phase 142 of 61 tasks completed
Phase 20 of 27 tasks completed
Phase 30 of 24 tasks completed
⚠ ACTIVE GATES (1)
[5A] HSS not approved → defer 5B/5C.
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CCS Agency Outreach
Build relationships with CCS agencies in MoCo and PGC.
0%
▶3ACCS Directory & Prioritization0 of 4
3A.1Finalize prioritized CCS directory (7 agencies)D10
Phase 1WCG
📝 Complete. 7 CCS agencies prioritized: The Coordinating Center (HIGH), SCI (HIGH), Total Care Services (HIGH), Resource Connections/PGC (HIGH), Optimal Health Care (MEDIUM), MMARS RC (MEDIUM), MoCo DHHS CCS (LOW/at capacity).
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3A.2Identify supervisor contactsD12
Phase 1WCG← 3A.1⚠ Requires 3A.1
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3A.3Identify coordinator contactsD40
Phase 2WCG← 3A.2⚠ Requires 3A.2
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3A.4Cross-reference with FREE warm leadsD10
Phase 1WCG← 3A.1⚠ Requires 3A.1
▶3BDDA SMRO Relationship0 of 5
3B.1Contact DDA SMRO CCS LeadD15
Phase 1WCG← 1A.1
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3B.2Introduce FREE to SMROD35
Phase 2WCG← 3B.1, 2B.8⚠ Requires 3B.1
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3B.3Ask about provider fairs/eventsD15
Phase 1WCG← 3B.1⚠ Requires 3B.1
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3B.4Request regional communications inclusionD45
Phase 2WCG← 3B.2⚠ Requires 3B.2
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3B.5Facilitate FREE leadership + SMRO introD70
Phase 3WCG← 3B.2⚠ Requires 3B.2
▶3CCCS Outreach — Introduction0 of 4
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3C.1Send intro letters to HIGH-priority agencies (4)D22
Phase 1WCG← 2C.3, 2B.8⚠ Requires 2C.3
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3C.2Follow up by phone within 5 daysD27
Phase 1WCG← 3C.1⚠ Requires 3C.1
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3C.3Request introductory meetingsD35
Phase 2WCG← 3C.2⚠ Requires 3C.2
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3C.4Send intro letters to MEDIUM agencies (2)D25
Phase 1WCG← 3C.1⚠ Requires 3C.1
▶3DCCS Outreach — WCG-Led Calls0 of 5
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3D.1WCG-led calls to CCS supervisors (min 4)D45
Phase 2WCG← 3C.1, 3C.2⚠ Requires 3C.1
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3D.2Schedule FREE + CCS meetingsD50
Phase 2WCG← 3D.1⚠ Requires 3D.1
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3D.3Prepare FREE for CCS meetingsD50
Phase 2WCG← 3D.2⚠ Requires 3D.2
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3D.4Request CCS staff meeting presentationsD55
Phase 2WCG← 3D.2, 2E.3⚠ Requires 3D.2
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3D.5Track outreach in CRMD55
Phase 2WCG+FREE← 3E.1⚠ Requires 3E.1
▶3EPipeline Management Tools0 of 3
3E.1Deliver CRM templateD65
Phase 3WCG
3E.2Develop referral acceptance protocolsD70
Phase 3WCG← 1C.1
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3E.3Train FREE on CRMD75
Phase 3WCG← 3E.1⚠ Requires 3E.1
WCG Internal — Do not share with client