Focus Areas Frameworks Tools Learning Programs


Strategic Implementation
Planning & Execution

  • Organizational Effectiveness Assessment

  • Team Jump Start

  • Team Performance Evaluation

Change Management
& Cultural Transformation

  • Business Case for Change Worksheet

  • Business Risk and Customer Impact Mitigation Assessment

  • Communications Action Planning Worksheet

  • Creating a Team Action Plan

  • Employee Re-recruitment guide

  • Individual Change Readiness Assessment

  • Leader Transition Coaching Worksheet

  • Manager Expectations Preparation Checklist

  • Organizational Culture Assessment

  • Rules of Engagement Exercise

  • Sample Team Jump Start Agenda

  • Stakeholder Engagement Planning Tool

  • Team Impact and Readiness Assessment

  • Team Vision and Expectations

  • Tips for Creating A Team Charter

  • Transition Leadership Readiness & Learning Plan

  • Transition Planning Guide

Human Capital Strategy Development

  • Behavioral Based Interview Guides

  • Customized Competency Assessments

  • Development Planning Guides

  • Developmental Experiences for on-the-job learning organized by competency

  • Exit interview process

  • Field Coaching Forms, Guides, and Workshop

  • Leader-Led Learning Modules

  • Leader-Led Learning to Drive Competency Development

  • Learning Needs Analysis and Learning Roadmaps

  • Retention predictor assessments

  • Web-based 360° Assessments & Planning Guides

Business Planning &
Account Management

  • Account Planning Template

  • Account Profile Guides for IDNs, Payers, and Managed Medicaid

  • Business Plan Template

  • Business Review Template and guides

  • Reimbursement Services Utilization Segmentation

  • Stakeholder Relationship Mapping Approach

  • Strategic Partnership Assessment

  • SWOT Analysis