Engagement Prework

Engagement Prework

  • Prior to the consultation, create a clear understanding of the the scope of work, deliverables, and deadlines. This would be memorialized in a written contract.
  • Execute a standard non-disclosure agreement.
  • Complete a compliant business HIPAA agreement.
  • While on-site at your facilities, I will need a vendor’s ID to enter and function in the in the relevant clinical areas such as the emergency department, the med-surg floors, and the care management offices.
  • Access to call rooms may be needed to evaluate 2nd and 3rd shift operations.
I accept your proposal.
Business partner greeting each other with handshake

The Engagement In Action

Depending on the goals of the consultation, the engagement could consist of as little as a single visit lasting 24-36 hours or it might require multiple visits over a period of weeks or months each lasting as little as a single 8 to 12-hour day to as much as a multi-day on-site embedded observer/intervener.

Some organizations only want assessments and recommendations. In these cases, a written summary will be delivered based on the collected data identifying:

  • Things done well
  • Things done poorly
  • Activities that should be done less or stopped
  • Activities that should be started or enhanced

Other organizations want interventions which can be provided directly or with a ‘train the trainer’ model.