Services

Strategic planning is the process of setting long-term goals, defining your organization’s direction, and aligning resources to achieve your mission. It helps you make informed decisions, respond to change, and stay focused on what matters most.

If you’re facing workforce challenges, funding uncertainty, shifting regulations, or operational inefficiencies, a strategic plan helps you prioritize efforts and allocate resources more effectively. It’s not just a document—it’s a roadmap for sustainable impact.

Our strategic planning engagements typically include:

• Environmental and operational assessment
• Stakeholder interviews and engagement
• SWOT or SOAR analysis
• Goal and priority setting
• Measurable outcomes and KPIs
• Implementation roadmap
• Optional support for board alignment and plan roll-out

It depends on your organization’s size and scope. Most projects take 2 to 4 months from kickoff to final deliverables. We offer both accelerated and phased approaches depending on your needs.

We recommend including:

• Executive leadership
• Key program or clinical leads
• Frontline staff (where appropriate)
• Board members
• Community or client voice (for mission-aligned input)

We’ll guide you through stakeholder mapping and engagement.

Yes. Vermont Healthcare Consulting offers post-plan implementation support including project management, data tracking, grant alignment, and operational improvements. Strategy is only effective when it leads to action.

Absolutely. We offer on-site and virtual facilitation for board retreats, strategy sessions, and leadership off-sites. We tailor agendas to help you gain clarity, build consensus, and move from planning to execution.

We offer tiered pricing based on organization size and scope. Projects typically range from $5,000 to $25,000. We also provide custom proposals and phased packages to align with grant timelines or budget cycles.

Yes—strategic planning is often an allowable cost under state and federal grants, including HRSA, SAMHSA, and ARPA programs. We can help you align your scope with grant priorities or write in planning costs into proposals.

We combine:

• Local insight rooted in Vermont’s systems
• A scalable team of 100+ experts
• Deep experience across healthcare, government, and nonprofits
• A practical, systems-based approach focused on long-term results

We don’t deliver static plans—we build actionable strategies that evolve with you.

Regulatory compliance in healthcare means following all laws, rules, and standards that apply to your organization—whether federal (like HIPAA or CMS), state (like Medicaid or licensure rules), or accrediting bodies (like NCQA or Joint Commission).

Noncompliance can lead to financial penalties, funding loss, reputational damage, and even license suspension. Staying compliant helps protect your patients, staff, and mission—and keeps your operations running smoothly.

We work with:

• Hospitals and health systems
• FQHCs and rural health clinics
• Behavioral health providers
• Community nonprofits
• Long-term care facilities
• Private practices
• Government-funded programs and grant recipients

Our compliance support includes:

• HIPAA, 42 CFR Part 2, and patient privacy
• Medicaid and Medicare program requirements
• State licensure and certification
• HRSA, SAMHSA, and other grant-specific rules
• Quality and reporting requirements (e.g., UDS, HEDIS)
• Policy and procedure development
• Internal audits and mock surveys
• Corrective action plans (CAPs)

Warning signs include:

• Outdated or missing policies
• Staff unsure of regulatory requirements
• Failed audits or corrective notices
• Inconsistent documentation or billing practices
• Rapid program growth without oversight systems

We offer gap assessments to identify risks before they become liabilities.

We typically begin with a customized compliance assessment, followed by:

• A summary of risks and regulatory gaps
• Prioritized recommendations
• Policy updates and compliance calendar
• Optional staff training and mock audits
• Ongoing monitoring or retainer services (if desired)

Yes! We help organizations prepare for:

• Vermont Medicaid site reviews
• HRSA Operational Site Visits (OSVs)
• Federal grant audits (e.g., ARPA, SAMHSA, HRSA)
• Accreditation surveys (Joint Commission, NCQA)

We can support document readiness, interview prep, and staff training.

Absolutely. We’ll help analyze the findings, prioritize responses, update documentation, and create a realistic action plan that meets regulator expectations. We also offer follow-up support to ensure changes stick.

Yes. We offer live and virtual training tailored to your team’s role—covering HIPAA, documentation, confidentiality, grant requirements, and more. We can also build a custom annual training calendar.

We understand the Vermont landscape, but we also bring national standards and grant experience. Our approach is:

• Practical and collaborative
• Scaled to your size and risk level
• Focused on sustainability, not just one-time fixes

We don’t just tell you what’s wrong—we help you fix it and build a stronger system for the future.

In mission-driven environments, your people are your most valuable resource. Team development helps improve communication, leadership, and collaboration—reducing burnout and turnover while aligning your workforce with your organizational goals.

We offer:

• Team-based assessments (e.g., DISC, StrengthsFinder, burnout risk)
• Strategic leadership coaching
• Facilitation of retreats and strategy sessions
• Staff training in change management, communication, and accountability
• Culture-building and engagement planning
• Role clarity and performance improvement planning

Yes. We help clients identify root causes of workforce instability and build strategies to address:

• Burnout and morale issues
• Ineffective communication
• Lack of structure or clear goals
• Disconnected leadership or siloed departments

We can also support the rollout of wellness and retention initiatives.

We take a practical, systems-based approach—grounded in healthcare realities. We align people strategy with operational goals, focusing on sustainability, not surface-level fixes. Our facilitation style is engaging, inclusive, and outcomes-driven.

Project management consulting helps organizations successfully design, implement, and complete complex initiatives—on time, on budget, and with stakeholder buy-in. This is critical for grants, new programs, EHR implementations, or strategic change initiatives.

We manage and support:

• New service or program launches
• Grant-funded project implementation (HRSA, SAMHSA, ARPA, etc.)
• Operational transformation initiatives
• Technology integration and EHR projects
• Cross-departmental process improvement efforts
• Pilot programs or statewide models

Depending on the scope, our support can include:

• Workplan development and timeline tracking
• Stakeholder coordination
• Budget alignment and resource planning
• Meeting facilitation and communication plans
• Outcome and milestone tracking
• Risk mitigation and problem solving

We can manage the entire project or support your internal lead.

Yes. We provide customized project dashboards, templates, and SOPs so your team can confidently manage timelines, responsibilities, and deliverables—even after our engagement ends.

Absolutely. Many of our clients use our services to launch a major initiative while also building team capacity to carry the work forward. We believe transformation is strongest when systems and people evolve together.

We start with a brief discovery call to understand your needs. From there, we create a customized scope—whether you need short-term support or long-term partnership. Our goal is to leave your team stronger, clearer, and more confident.

Financial management consulting involves helping organizations strengthen their budgeting, forecasting, financial oversight, and sustainability. We help leaders make data-informed decisions that align with their mission and long-term goals.

Our services include:

• Budget development and financial forecasting
• Cash flow planning and sustainability modeling
• Financial performance analysis
• Internal controls and fiscal policies
• Interim financial leadership or coaching
• Aligning finances with strategic plans or grant requirements

Yes. We’ve helped organizations facing deficits or instability develop clear recovery plans. This may include restructuring budgets, renegotiating contracts, analyzing service line performance, and building better financial systems and oversight.

Absolutely. We support clients with:

• Pre-award grant budgeting
• Post-award budget management
• Grant financial tracking and documentation
• Preparing for site visits and financial audits
• Aligning spending with allowable cost requirements
• Communicating with funders and managing reimbursements

We work with a wide range of funding streams, including:

• HRSA, SAMHSA, ARPA, and BIL grants
• State-funded healthcare initiatives
• Foundation and philanthropic grants
• Medicaid transformation programs
• Behavioral health and SUD service expansion funds

Yes. We help clients build systems to track expenses in real time, submit claims or reimbursement reports accurately, and stay ahead of funder deadlines. We can also assist with setting up cost allocation plans and documenting match requirements.

We do both. Our team can help you write or review proposals, align scopes with funder priorities, and build grant budgets that support long-term success. Once awarded, we offer full post-award fiscal and operational support to help you stay compliant and deliver results.

Signs of effective grant management include:

• Timely spending and reimbursement
• Strong documentation and audit readiness
• Clear alignment between program goals and spending
• Cross-departmental collaboration

We offer grant management assessments and improvement plans.

We combine technical financial skills with deep experience in healthcare and nonprofit systems. We understand the real-world constraints organizations face—and we build practical, mission-aligned solutions that empower your team, not overwhelm them.

We offer a free consultation to learn about your financial or grant-related goals. From there, we’ll create a tailored support plan—whether you need short-term help or a long-term partner to strengthen your financial future.

Operational efficiency means delivering services in a way that maximizes resources, minimizes waste, and improves quality and outcomes. It’s about simplifying processes, reducing duplication, and ensuring your team can do their best work without unnecessary barriers.

We help you identify inefficiencies, gaps, and bottlenecks—then design solutions. Our services include:

• Workflow mapping and process redesign
• Cross-functional team alignment
• Service line optimization
• Policy and procedure updates
• Change management and implementation support

Signs include:

• Frequent errors or delays
• Staff burnout and high turnover
• Confusion around roles or handoffs
• Patient/client dissatisfaction
• Inconsistent documentation or reporting

We offer operational assessments to uncover root causes and build improvement plans.

Technology integration means selecting, implementing, and optimizing tech tools to support your operations and goals. This includes EHRs, case management systems, telehealth platforms, and other digital tools that increase access, coordination, and efficiency.

Yes. We provide technology support including:

• Needs assessment and vendor selection
• Implementation project management
• Workflow integration and staff training
• Evaluation of current systems and upgrades
• Ongoing change management and adoption planning

We are platform-agnostic and have supported organizations with:

• Electronic Health Records (EHRs)
• Practice management and billing systems
• Telehealth platforms
• Referral and case management systems
• Grant reporting and compliance software
• Custom or open-source tools

Absolutely. We don’t always recommend buying new systems. Often, improvements come from better training, updated workflows, or integrating features you already pay for. We can help you get more value from your current tools.

We know that new tools can add stress. That’s why we prioritize user experience, phased rollouts, and clear training. Our approach is always grounded in your staff’s real-world workflow—not just what looks good on paper.

We understand both operations and technology—so we bridge the gap between strategy and implementation. Our process is people-centered, locally informed, and focused on long-term sustainability. We’re not here to sell software—we’re here to make systems work for you.

We start with a discovery call and a quick scan of your current systems and operations. From there, we offer tailored options—from one-time assessments to full project leadership—to meet your needs and budget.