Resource Center

Operational Excellence Survey

Short questionnaire to determine if operational excellence services are right for you. This should be completed by anyone at an organization interested in understanding if organizational design might benefit them.

Takes ~5 Minutes to Complete

Operational Excellence Discovery

Assess the effectiveness of your strategic planning and governance, portfolio and program development, HIT organizational support structure and operating practices.

Takes ~3 Hours to Complete

PMO Maturity Discovery

Understand your organization's vision for PMO services and identify opportunities for improving alignment and addressing gaps between current state and vision. Recommended to be completed by Director of PMO or Leaders responsible for project delivery and operational coordination.

Takes ~2 Hours to Complete

Operational Governance Survey

Short questionnaire to help you determine the effectiveness of your organization’s governance processes for selectin and prioritizing operational and IT requests. Recommended to be completed by anyone at an organization interested in understanding more about how the organization’s operational governance can be improved.

Takes ~5 Minutes to Complete

Operational Governance Discovery

Understand and identify opportunities for
improvements to your organization’s decision-making processes, and identify alignment opportunities between the organizational goals, committed roadmap, and resource capacity through the evaluation of intake/demand processes, governance, and portfolio management practices.

Takes ~3 Hours to Complete

Project Sustainment Discovery

Understand project or change sustainment strengths and areas of opportunity.

Takes ~1 Hour to Complete

End-User Education Discovery

Understand your organizations end-user education strategy and planning processes and identify opportunities for improvement. Recommended to be completed by IT/IS and Learning leadership.

Takes ~2 Hours to Complete

Working Together: Team Roles and Responsibilities Exercise Guide

Role alignment and clarity support strong teamwork which leads to personal and professional development and success.

Use this guide when new teams come together or team structures change.

HIT Support Structure Staffing Calculator

Understand and identify staffing needs for your Health Information and Technology team or department’s organization structure based on projected intake, demand, governance processes, portfolio management, and strategy.

Takes ~1 Hour to Complete

HIT Support Structure Skills Assessments

Understand and identify opportunities for agile Health Information and Technology Team/department organization structure and professional development improvements.

Takes ~1 Hour to Complete

Testing Strategy & Planning Discovery

Understand your organizations testing strategy and planning processes and identify opportunities for improvement. Recommended to be completed by IT/IS leaders and testing coordinators.

Takes ~1 Hour to Complete

Integration Testing Prep Checklist

Integration Testing is a complicated, large-scale, and highly coordinated event that takes a lot of preparation. Leverage our experience, download this checklist, customize it to your needs, and don't miss another step again.

Organizational Maturity-Testing Scorecard

As companies perform testing, they grow and improve their processes over time — but there's always room for improvement. Download this scorecard and analyze your current testing processes so you can move up the rungs and get better outcomes.