Canopy Associates

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



Join Now!

Canopy Connect

JOIN OUR COMMUNITY & BE PART OF THE NATIONAL HEALTHCARE CONVERSATION

CONNECT

Training

Training

Our hands-on, minds-on approach is a radical, creative, and experiential process that helps you boost innovation and improve business performance.

Training

Education

Education

With a team of subject matter experts and over 30 years of experience, no one understands the importance of ongoing education more than we do.

Education

Consulting

Consulting

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.

Consulting

Compara

Compara

An innovative approach to Ancillary Services Benchmarking with Peer-to-Peer Comparisons in Radiology, Labs, Therapy, and more.

Compara

Surveys

Surveys

Keeping a pulse on the status of your employees, your board or your customers is critical to effective leadership. Not only do we have extensive survey experience, we actually have developed our own suite of survey tools (by our own team of developers) including dashboards and output tools that provide you with much more than just data. How many companies can say (or do) that?

WhatsUp Survey Corporate Satisfaction Survey

Marketing

Marketing

Along with using research and training to help businesses focus internally, we also put those insights to work to help them promote themselves externally. For over 20 years, we have been creating effective, cost-efficient communications for a diverse client base, with research and data at the foundation.

Marketing

CONTACTS

Angie Charlet

Angie Charlet DBA, MHA, RN

Vice President - Training & Development
Angie@CanopyAssociates.com
(309) 312-0371

Jake Hanson

Jake Hanson

Director of Sales
Jake@CanopyAssociates.com
(309) 966-5998