Collaborative Work Sessions

Our collaborative work sessions enable key stakeholders to solve complex issues, make strategic decisions and achieve enterprise results in an accelerated timeframe.

Collaborative Work Sessions


  1. Facilitated collaborative work sessions allow participants to have more effective dialogue about mission critical issues
  2. Involving stakeholders in the creation of solutions leads to increased buy-in and ultimately, sustainable results
  3. Collaborative work sessions support resolution of tangible strategic issues and the intangible behavioral/culture issues that typically cause change efforts to fail

Key Benefits

  • Significantly increases the speed of concept development and the turnaround time to execution
  • Increased buy-in from stakeholders
  • Sustainable results
  • Surfaces and addresses intangible behavioral and cultural issues

Examples of Collaborative Work Sessions

Visioning & Strategic Planning

An organization’s mission states its purpose for existing, and the principles and beliefs that it stands for. The vision describes what the organization desires to be in the future. A strong mission and vision are essential to drive commitment and buy-in among members of the organization, but it is strategy that provides direction. If the vision is the final destination, then the strategy can be thought of as the roadmap for getting there.

In a strategic planning collaborative work session we help organizations:

Visioning and Strategic Planning Sessions
  1. Articulate mission and values
  2. Clarify their future state vision
  3. Explore the external environment and understand the implications: the industry landscape, the marketplace, customers & other stakeholders, and competition
  4. Design the strategy to achieve the future state vision: strategic imperatives/goals and supporting tactics
  5. Ideate and brainstorm innovative services and products

Transformation Planning

With the strategy identified, the next step is to create a transformation plan that shows how all of the pieces work together and explicitly identifies the links between the strategy (changes in technology, processes and operations) and culture (the transitions people have to make).

A transformation planning session focuses on:

Transformation Planning icon

Change Planning
(The ‘hard’ side)

  • Determining and prioritizing the initiatives to move the transformation forward
  • Designing operating plans and processes
  • Assessing organizational structure and management design
  • Identifying success metrics that establish systems to manage and measure results

Transition Planning
(The ‘soft’ side)

  • Identify the current-state culture, and based on the new strategy, assess what the desired state culture must be
  • Articulate the shifts that must be made at the system level and the behavioral competencies that must be developed at the individual level
  • Determine the leadership requirements for successful transformation
  • Create a culture change and stakeholder engagement plan

Sample Projects Completed

We have led collaborative work projects with healthcare clients to:

  • Design physician compensation models for two clients, in one instance for 1600 employed physicians and in the other, for 550 employed physicians
  • Gain stakeholder agreement on core strategic issues for a new accountable care partnership, including: the definition of population health management, the vision for care coordination, the funding model, the risk model, the operating model and the direction for the IT strategy (five hospital system with a 2300 private practice physician PO)
  • Develop an integrated care delivery strategy for a 24-hospital system
  • Create the digital strategy for a 23-hospital system going through a major rebranding effort
  • Standardize health system-wide policies for premium pay, timekeeping/scheduling and paid time off affecting 32,000 employees
  • Design a care pathway to be used as the national standard for Total Joint Arthroplasty
  • Form a healthcare data alliance and create a data warehouse cloud solution involving three data technology companies and four major health care delivery systems
  • Co-design process and facilitate the bi-annual meetings of an accountable care collaborative involving 25 health care systems implementing accountable care initiatives and organizations
  • Create the state-wide vision and model for Palliative Care across the continuum for five ministries of a national health system
  • Create a leadership model and development program to support the demands of health care reform and accountable care
  • Develop Phase 2 accountable care measures (35 organizations representing hospital systems, federal government agencies, universities/medical schools, professional societies, industry associations, health care consulting companies, payers, and foundations)

Contact Us

We are based in Ann Arbor, Michigan and Los Angeles, California, but work everywhere