Operational Readiness Assessment | Morris Health Strategies

Organization Information

Organization Name

Your Name

Title (optional)

Section 1: Organization & Situation

1. What best describes your organization?

Independent care management practiceStandalone organization providing care management services

Health plan or managed care organizationInsurance or managed care with in-house care teams

Digital health company with care deliveryTech-enabled care model, Series A or later

ACO, medical group, or hospital systemProvider organization with population health programs

Other healthcare organization

2. How many clinical staff are on the care team you are looking to scale or redesign?

1–5 staff

6–20 staff

21–50 staff

50+ staff

3. Which best describes your current situation?

Launching a new program or sub-programNew contract, grant, or expansion into a new population

Existing program is struggling operationallyWorkflows are broken, staff are overwhelmed, or outcomes are flat

Scaling a program that is workingReady to grow but current systems won't hold the load

Still exploring — no immediate need

Additional notes (optional)

Section 2: Staff & Operations

4. How would you describe staff burnout on your care team right now?

SignificantRetention is a real concern

PresentWe know it is a risk but have not hit a crisis yet

Low — team is generally sustainable

Honestly not sure — no visibility

5. How would you describe your current SOPs and documented workflows?

Minimal or none — tribal knowledge

Documentation exists but is outdated or not followed

Partial — some programs documented

Solid — most workflows documented and actively used

6. Does leadership have regular visibility into program performance?

Think: do you find out about problems before or after they escalate?

No — we find out after escalation

Somewhat — some metrics tracked, inconsistent reporting

Yes — regular reporting and we act on it

Additional notes (optional)

Section 3: Readiness & Timeline

7. Timeline for addressing these challenges?

Now — urgent

Next 1–3 months

Next 3–6 months

Just exploring

8. Is there an identified budget or funding source?

Yes — budget allocated or in progress

Likely — flexibility but need to confirm

Not yet — still building the case internally

Unsure

Additional notes (optional)