Health Care Self Defense

Health Care Education and Patient Relationship
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The Workbook

"Achieve your goals by design rather than by default"

Each section of the Health Care Self-Defense workbook discusses overall strategy and tactics to successfully implement the Health Care Self-Defense CRM solution. This workbook facilitates project management and implementation. Discussions that normally occur are:

Purpose
Addresses: why is this being done?
Defines strategic need.

Goal
Addresses: what should be accomplished?
Defines success objective.

Scope
Addresses: what are the resources needed?
Defines financial and time commitment.

Tactics
Addresses: how will the scope be accomplished?
Defines resource plan execution and expectations.

Deliverables
Addresses: how will the results be presented and understood?
Defines finished outcome and next steps.

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