I’m accountable for the operations of multiple clinics or health practices in my region.  I have responsibility for our service strategy, and the competency and engagement of our staff to deliver to and serve our customers.

We lack a way of documenting our communication and subsequent action items for each clinic.  This results in a lack of transparency and accountability for the clinic leadership team.  We have time costs in getting people up to speed, time costs in assigning and chasing people, repeating the same information etc.

I’d like to see one source of truth where we document our meetings, post updates, do our tasks – the kind of visibility that will keep us informed and not let things fall by the wayside.  As a leader at a glance I would like to easily inform myself of daily operations (and share updates/questions).

Creating a Team for each clinic with channels dedicated to staffing, equipment, finance, and marketing.  Documenting our meeting notes, sharing files like rosters and marketing collateral, and keeping track of our progress.

We have improved situational awareness and greater visibility into who is doing what, are better aligned, and are making positive progress.

This should also result in a reduction of our internal email, reducing inbox overwhelm for the team.