Our strategic approach to consulting is quite simple: we help your team change and we help your business transform. And it all starts with a foundation of values that your company holds true.

Our lead consultant is a certified Maxwell Leadership Coach and specializes in leadership, team building, communication strategies, and community engagement. It’s all a part of a larger journey that helps you and your team to learn and live good values, value others, and collaborate freely.

MINI*
Discovery Session: 2 hours
Zoom Meetings: Quarterly
On-Site Visits: 1 time per year
Departmental Reviews: Optional
Annual Review: None
All Staff Education Training Session(s): None
BASIC
Discovery Session: 2 hours
Zoom Meetings: Monthly
On-Site Visits: 2 times per year
Departmental Reviews: Very high level engagement
Annual Review: None
All Staff Education Training Session(s): None
ADVANCED
Discovery Session: 2 hours
Zoom Meetings: Bi-weekly
with additional 2 department-specific sessions
On-Site Visits: 4 times per year
Departmental Reviews: 2 departments in detail per month
Annual Review: None
All Staff Education Training Session(s): None
PRO
Discovery Session: 2 hours
Zoom Meetings: Bi-weekly
with additional monthly call with individual departments
On-Site Visits: 4 times per year
Departmental Reviews: All departments on monthly basis along with organization-wide dashboards and actions
Annual Review: Included
All Staff Education Training Session(s): None
SYSTEM
Discovery Session: 2 hours + 30 minutes per location
Zoom Meetings: Bi-weekly
with additional monthly call with individual departments
On-Site Visits: 6 times per year
including visits to each location
Departmental Reviews: All departments on monthly basis along with organization-wide dashboards and actions. Includes a review of system vs individual locations
Annual Review: Included
All Staff Education Training Session(s): Included
Options
MINI*
BASIC
ADVANCED
PRO
SYSTEM
Discovery Session
2 hours
2 hours
2 hours
2 hours
2 hours + 30 minutes per location
Zoom Meetings
Quarterly
Monthly
Bi-weekly
with additional 2 department-specific sessions
Bi-weekly
with additional monthly call with individual departments
Bi-weekly
with additional monthly call with individual departments
On-Site Visits
1 time per year
2 times per year
4 times per year
4 times per year
6 times per year
including visits to each location
Departmental Reviews
Optional
Very high level engagement
2 departments in detail per month
All departments on monthly basis along with organization-wide dashboards and actions
All departments on monthly basis along with organization-wide dashboards and actions. Includes a review of system vs individual locations
 
Annual Review
 
 
 
Included
Included
All Staff Education Training Session(s)
 
 
 
 
Included

*Mini consulting program limited to critical access hospitals.



Option Details

DISCOVERY SESSION

Review of past 12–18 months of data; evaluate current patient engagement action items; how to align with strategic plan and goals; review of current dashboard; align all metrics with key stakeholders; identify communication plan; establish KPI and timelines.

ZOOM MEETINGS

These sessions will include overall dashboard review; data analysis and trends; and KPIs and actions/roadblocks/variances; depending on package, will include department specific reviews vs whole hospital review.

ON-SITE VISITS

On-site to provide consultative/education; includes departmental rounds, possible committee guest; provide any staff engagement education; Board/Med Staff visits/reports as needed; Each on-site visit is $1,500 billed separately.

DEPARTMENTAL REVIEWS

Departments may include: specific hospital department; service line such as home health, outpatient surgery, provider practice(s), emergency room; others as needed.

ANNUAL REVIEW

Annual Review to include evaluation of year-to-year trends, implementation strategies, engagement actions by department, evaluation of overall performance and alignment to strategic plan and/or KPIs if applicable. Annual review will be provided at in-person session with members of administration, patient engagement team leads, any other identified management staff and provider and/or board presentation if requested.

ALL STAFF EDUCATION TRAINING SESSION(S)

Will provide an annual training to all staff to meet QAPI and patient engagement goals; will include any specific house-wide and deptartment-specific actions and best practices.



Canopy Advisor

  • Serve as subject matter expert/performance improvement expert to improve and/or sustain organizational outcomes
  • Establish ongoing communication, demonstrating credibility and building rapport with key contacts/drivers at all levels of the organization
  • Provide an introductory discovery session
  • After discovery session, establish key stakeholders and project owner; identify targeted improvement area(s) in patient and customer experience
  • Establish in-depth knowledge/understanding of organization, provide recommendations and guidance along with ongoing coaching based on client needs
  • Act as liaison between survey provider and client, sharing needs and articulating any concerns to enhance the partnership and outcome successes
  • Leverage knowledge of trends, best practices and key drivers from top performers to establish patient experience outcomes
  • Collaborate with client to interpret data, data reports, key indicators and trends for guidance in performance improvement and achieving expectations/outcomes
  • Assist client in low performing or trending downward indicators, identify any underlying cause and create actions for improvement
  • Establish action items with goal setting and timeline(s) while establishing any barriers to success that may hinder/interrupt goal achievement
  • Provide established date(s)/time(s) for virtual meetings; establish on-site workshops/meetings with project owner
  • Ongoing building of documents for the strategic plan, goals and outcomes; identify priority areas and key owner(s) for each deliverable
  • Works cross-functionally with TAM and Account Manager to ensure service and partnership plans are supporting the client needs and expectations

OUR ADVISOR QUALIFICATIONS

  • Master’s prepared person from healthcare management, nursing preferred
  • Prefer Six Sigma, Lean and/or project management experience
  • CPHQ and/or FACHE preferred
  • Demonstrated success at building customer experience outcomes
  • Demonstrated experience with teams, administration and physician engagement
  • Ability to work in multiple experts from diverse settings within the healthcare organization