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.
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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
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
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
with additional monthly call with individual departments
On-Site Visits: 6 times per year
including visits to each location
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
with additional 2 department-specific sessions
Bi-weekly
with additional monthly call with individual departments
with additional monthly call with individual departments
Bi-weekly
with additional monthly call with individual departments
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
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.
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
