You have your plan and now you need an internal assessment team. This team of individuals provides the glue that holds your planning together with eventual execution. The team’s composite is organization wide both for pragmatic and political reasons. This group often gets to be un-wieldy in size but given this choice between inclusion and exclusion, default to inclusion.
You will need a C-suite leader who will be the champion of the concept and comfortable serving as the corporate leverage point on your team. This individual will be a leader in the decision making and be the agent to develop collaboration across departments. In a sense, this executive must be ready to do some silo-busting especially in information strongholds. As we all know, silos impede an organization’s ability to be nimble and consistent. When dealing with information capture and dissemination, the stakes are even greater.
Of course, you will want someone from IT who not only understands the technological foundations and capabilities of the organization but who sees IT deployment in an integrated framework and understands the corporate vision. It is not unusual to have two IT representatives – one for the technological execution and the other for the integration strategy.
Often left out of the early assessment and planning is the actual end-user. You want this individual on the team as early as possible. It is this individual, most likely the physician liaison that you want to hear the most from as you consider the manner and role of a physician tracking system. This individual knows the job, know the finite actions they employ and will be able to articulate if a system will actually be useful – time saving, beneficial and productive – to the role and goal of the actual job.
As you add other key players to this team, be mindful of your organization’s power players for they can break a plan if not invested and informed. The success of your program is just as much about cultural acceptance as it is about the best tool. Other voices on the team may include the medical staff office, decision support, operations and once selected, the vendor.
Tags: CRM assessment process, CRM for physician outreach, physician relations tracking tool, physician tracking
