Strategy Scan Decision-Ready Execution-Ready

Strategy Scan Deliverables

Example industry: Mid-market healthcare clinic groups (multi-site practices, outpatient networks). Clear ROI, fast operational wins, and decision cycles that don’t require enterprise procurement.

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Output: a tight package that turns ambiguity into a clear choice and a 90-day plan with owners, KPIs, cadence, and controls.

What you get (every time)

Five deliverables designed to move leaders from “we think” to “we know” — then into execution with measurable momentum.

Decision

Proceed / Narrow / Pivot / Pause

Execution

90 days + KPIs

Controls

Governance-ready

1) Strategy Scan Brief (5–8 pages)

Context, objective, hypotheses, signals, and constraints — written for leadership alignment.

Clinic Group Context

  • Access bottlenecks (scheduling, intake, referrals)
  • Revenue leakage (denials, coding, no-shows)
  • Staff load and burnout risk

Objective

Decide which 2–3 initiatives to launch in the next 90 days to improve access, revenue capture, and clinical ops reliability.

Example Hypotheses (buyer-friendly)

  • Reducing no-shows by 10–15% can fund the first wave of improvements.
  • Streamlining denials and documentation can improve cash conversion cycle in 60–90 days.
  • AI-assisted intake + triage can lower staff load without compromising compliance.

Signals Needed (what we verify)

Access: wait time, scheduling capacity, referral cycle time
Revenue: denials rate, A/R aging, coding variance
Ops: visit throughput, documentation time, staffing coverage
Risk: PHI flows, vendor posture, change readiness

2) Opportunity & Use-Case Scorecard

A ranked list using value vs effort vs risk — so teams stop debating opinions.

Use Case Value Effort Risk Decision
No-Show Reduction (reminders + rescheduling) High Low Low Proceed
Denials Triage + Root Cause Dashboard High Medium Medium Proceed
AI-Assisted Intake Summaries (staff support) Medium Medium Medium Narrow
Clinical Decision Support (advanced) High High High Pause

What buyers like about this

  • Transparent scoring logic tied to outcomes
  • Fast alignment across clinical ops, revenue cycle, and IT
  • Clear sequencing: what to do now vs later

3) Risks + Controls

Governance, adoption, compliance, and delivery — mapped to practical controls.

Risk Where it shows up Control Owner
PHI exposure Intake notes, referrals, messages Data minimization + access controls + retention policy Compliance
Low adoption Front desk + billing workflows Training, role-based SOPs, weekly adoption review Ops Lead
Vendor risk Integrations, third-party tools Security review, contract controls, audit trail IT / Security
Scope creep Too many initiatives at once 90-day scope lock + change control Sponsor

Governance Cadence

Weekly execution review • Biweekly risk review • Monthly sponsor checkpoint

Evidence Standard

Every claim ties to a metric, sample, or validated signal — not opinions.

4) 90-Day Execution Plan

Workstreams, owners, KPIs, and cadence — designed to ship outcomes quickly.

Timeline (example)

Days 1–14

Baseline + Quick Wins

Confirm metrics, finalize scope, launch no-show improvements, set reporting cadence.

KPIs: no-show %, wait time, A/R aging snapshot

Days 15–45

Build + Pilot

Denials triage workflow, dashboards, pilot in 1–2 locations, adoption training.

KPIs: denial rate, appeal cycle time, staff time saved

Days 46–90

Scale + Lock Controls

Expand to more sites, formalize SOPs, finalize controls, exec readout with next-quarter roadmap.

KPIs: cash acceleration, throughput, adoption rate

Cadence (what keeps it real)

Weekly
Workstream execution review
Biweekly
Risk + controls review
Monthly
Sponsor decision checkpoint

5) Exec Readout (One-pager + talking points)

A board-ready summary: what we learned, what we recommend, what we will measure.

Summary

The clinic group can fund near-term improvements by reducing no-shows and accelerating denials resolution, while establishing governance for safe, compliant automation.

Key Recommendations

  • Launch no-show program (14 days)
  • Stand up denials triage + dashboard (45 days)
  • Define PHI controls + adoption cadence (30 days)

Measures of Success

  • No-show reduction (10–15%)
  • Denial rate reduction (2–5 pts)
  • A/R aging improvement (10–20%)
  • Adoption rate by role

Price range

Pricing depends on scope and support level (self-serve scan vs facilitated sprint, number of sites, data access, and governance depth).

Starter

$1,500 – $3,500

Light scan + executive brief + initial scorecard.

Sprint

$5,000 – $9,000

Full deliverables package + 90-day plan + readout.

Facilitated

$10,000 – $15,000

Facilitation, workshops, adoption cadence, controls deep-dive.

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Confidentiality: client data is not used for model training. Workspaces are isolated and outputs can be purged on export.

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Start with a scan, get a tight decision package, and move into a 90-day execution plan that leaders can actually run.

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