Toolkits & Templates

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A diagnostic tool to assess operational efficiency across departments—includes areas like staffing, workflows, compliance, and communication. 

Sample templates for strategic planning, including phased timelines, key milestones, and implementation steps.  

A centralized worksheet to manage staff assignments across multiple sites, ensuring coverage and clarity in responsibilities.  

A toolkit to define role-specific expectations, KPIs, and evaluation criteria for performance reviews.  

Templates and guides for integrating learning management systems into clear professional growth paths.  

 A plug-and-play spreadsheet or app to calculate potential return on investment for new initiatives or tools. 

 A breakdown of planning stages (discovery, design, pilot, full launch, review) with key actions and stakeholder checklists at each phase. 

Conversation frameworks, feedback models, and tracking sheets to support supervisors in guiding team members through growth and accountability.

 A startup checklist for launching a new School-Based Health Center, tailored for FQHCs, covers compliance, staffing, space, billing, and partnerships. 

 Tools for mapping program efforts to grant requirements, including logic model templates, deliverables tracking, and narrative drafting aids. 

 A guide to designing, distributing, and analyzing surveys—includes templates for community health needs assessments and satisfaction surveys. 

A training framework covering responsible use, data awareness, and practical applications in daily tasks