Targeted Implementation or Improvement Plan

Operations & Implementation
Written By Rulo Strategies

Is this approach right for you?

NOT THE RIGHT FIT IF

You need results in less than 10 weeks, or you have not yet identified a specific process to target.

BEST FIT FOR

You know a core process, such as intake, referrals, or case management, is not working well, but your team lacks the time or an outside perspective to fix it systematically.

What you’ll have

A written action plan with concrete steps, named responsible parties, and a timeline, ready to hand off to your team and share with funders.

What the vendor does

  • Reviews current practices against research-informed models

  • Facilitates 1 to 2 structured working sessions

  • Drafts a written action plan with steps, responsible parties, and timeline

  • Optional: brief technical assistance during early implementation

Your team’s role

1 to 2 working sessions plus document sharing. Moderate but manageable.

  • Selects the priority focus area based on program needs

  • Makes key staff available for working sessions

  • Shares existing policies, forms, and workflows

  • Reviews and finalizes the implementation plan

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Workflow Mapping & Improvement Snapshot