Supporting Growth and Leadership at a Premier Concierge Medical Practice

Client: Gary S, a primary care physician and entrepreneur

Challenge:
Gary is a dedicated physician committed to delivering personalized, high-quality medical care through his growing concierge medical practice. As the practice expanded, it faced operational challenges, leadership development needs, and the necessity to maintain its core values during this period of growth.

Approach:

Operational Assessment:
To identify pressure points and opportunities for improvement, I conducted a comprehensive operational assessment. This included in-depth interviews with team members across all levels—administrative staff, nurses, and physicians. The assessment highlighted key areas needing attention, including workload distribution, communication systems, and operational inefficiencies.

COO Search:
Recognizing the need for strong leadership to support the practice's evolution, I led a search for a Chief Operating Officer. This process involved crafting a role profile aligned with the practice's values, sourcing and vetting candidates, and ensuring that the selected candidate could seamlessly integrate into the team while driving operational excellence.

Leadership Coaching:
I have been coaching Gary on a range of leadership challenges and opportunities. This ongoing collaboration includes exploring strategies to navigate team dynamics, enhance decision-making processes, and align the practice's growth trajectory with its foundational commitment to personalized, thorough care.

Outcome:
By addressing operational bottlenecks, strengthening the leadership team, and supporting Gary as a leader, the practice has been able to sustain its growth while maintaining its "secret sauce" of exceptional medical care. Team members report improved efficiency and morale, and patients continue to receive the highly personalized care that sets the practice apart.

Developing a Strategic Plan for the National Alliance for Caregiving (NAC)

Client: National Alliance for Caregiving (NAC)

Challenge:
NAC sought to update its mission, vision, and values while refining its strategic priorities and developing new goals to guide the organization’s efforts in a rapidly evolving caregiving landscape. They needed a clear, adaptable framework to ensure alignment across staff and board and to provide a roadmap for future activities and measures.

Approach:

Mission, Vision, and Values:
Sachar Solutions facilitated a collaborative, iterative process with NAC’s leadership, staff, and board to revise their mission, vision, and values. This work ensured that these foundational elements reflected the organization’s current aspirations and the evolving needs of caregivers.

Strategic Priorities and Goals:
Working closely with NAC, we refined their strategic priorities and developed a concise set of actionable goals under each priority. These were designed to be specific, measurable, and adaptable as circumstances changed but captured the organization’s vision for what it wanted to achieve in the next four years.

Stakeholder Analysis:
Sachar Solutions conducted a comprehensive external stakeholder analysis, gathering input from key partners and stakeholders, including donors. The analysis was conducted through interviews and also digital surveys. This feedback provided invaluable context for the strategic plan and helped align NAC’s goals with external needs and expectations.

Final Framework:
The result was a robust strategic plan that integrates the updated mission, vision, and values with new priorities and goals. This framework provides a simple yet powerful roadmap for NAC to develop annual activities and measures that advance their mission.

Outcome:
NAC now has a strategic plan that positions the organization to address future challenges and opportunities while maintaining alignment across leadership, staff, and board. The framework is visionary yet concrete, reflecting both the internal dynamics and external environment in which NAC operates. Concise and actionable, it serves as a powerful tool for engaging partners, donors, and stakeholders, while providing a crucial blueprint for the next five years.

For other clients, Sachar Solutions also provides services to develop timelines, performance measures, and dashboards to track progress against strategic goals.