Project Management
Deliverables
for Health Tech

Operational Overwhelm

Disconnected workstreams, stalled product rollouts, no single point of coordination.

  • Stakeholder mapping and team alignment

  • High-level and detailed project roadmap development with task prioritization

  • Embedded project manager or Chief of Staff to drive day-to-day execution (Phase 2)

  • Real-time KPI tracking, updates, and issue resolution

  • Optional implementation extension for performance monitoring and coaching

Leadership Gaps

No internal PM, COO, or Chief of Staff to lead strategic execution or connect silos.

  • Interim leadership embedded into your team (PM or Chief of Staff)

  • Structured team communication and cross-functional alignment

  • Defined ownership structure for accountability across departments

  • Advisory support and leadership coaching (optional extension)

Regulatory Pressures

High-stakes Medicaid/Medicare compliance projects, HIPAA needs, audit prep.

  • Risk-based project planning with compliance integration (Phase 1)

  • Alignment with CMS, Medicaid waiver, HIPAA, and workforce credentialing requirements

  • Real-time documentation oversight and audit-ready reporting

  • SOPs and continuity planning during project closeout

Workforce Growth or Restructuring

Rapid hiring, cultural shifts, role confusion, team burnout.

  • Culture assessment and workforce project support

  • Role clarification and structured onboarding workflows

  • Change management engagement for leadership and frontline staff

  • Training and SOPs to support smooth transitions (Phase 3)

Technology & Process Implementations

New platform integration (EHR, CRM, AI), no clear plan or ownership.

  • Vendor and partner coordination throughout execution (Phase 2)

  • System adoption roadmap with task ownership and support

  • User training, SOP development, and troubleshooting guidance

  • Ongoing support to ensure value realization post-launch

Action Plan

Key Areas of Focus

  • Regulatory & Compliance Projects

  • Technology & Process Implementations

  • Workforce Development, Culture Assessment, and Retention Initiatives

  • Operational Efficiency & Restructuring

  • Stakeholder & Change Management Support

Phase 1: Project Discovery & Strategic Planning (2–4 Weeks)

  • Define project scope, objectives, and success metrics

  • Stakeholder mapping and team alignment

  • Risk identification and regulatory considerations

  • Roadmap development with resource planning

Phase 2: Execution & Implementation (6–12 Weeks, Based on Complexity)

  • Daily operations management and task oversight

  • KPI tracking and reporting

  • Cross-functional team coordination

  • Vendor and partner management

  • Real-time issue escalation and resolution

Phase 3: Project Closeout & Transition Planning (2–4 Weeks)

  • Final project evaluation and lessons learned

  • Development of internal transition plan

  • Post-launch support and troubleshooting

  • SOPs, documentation, and improvement recommendations

Optional 3-Month Implementation Extension

  • Ongoing advisory and performance coaching

  • Real-time monitoring of post-implementation progress

  • Training and support for internal project ownership