ORG DEVELOPMENT · STAGE 2 · MONTHS 18–21
Scales AI adoption across your entire organization — with advanced change management, multi-initiative portfolio coordination, AI champion networks, and leadership development. Months 18–21.
WHY THIS PLAYBOOK EXISTS
By Month 18, your practice has proven AI works. The challenge now is making it permanent: embedding AI fluency into your organizational culture, building the internal capability to evaluate and adopt new tools without outside help, and developing the leadership bench that can sustain transformation through staff turnover, payer changes, and market shifts.
Playbook 7 is the organizational development playbook. You’ll build AI champion networks that distribute ownership of transformation across your team, implement portfolio management practices that keep multiple initiatives moving without chaos, and develop the leadership capabilities that make your practice genuinely self-sufficient.
This is how good practices become institutions.
TABLE OF CONTENTS
The organizational transformation framework (project → program → transformation), the AI maturity model for medical practices (Levels 1–5), and building organizational AI competency.
Advanced frameworks (Kotter, ADKAR, Lewin), managing resistance across multiple locations, communication strategy for complex change, training curriculum development, and measuring change adoption.
Building staff AI literacy, overcoming AI anxiety and job displacement fears, creating AI champion networks, continuous learning culture, and employee retention as strategic advantage.
Running 3–5 concurrent AI initiatives, portfolio prioritization framework, resource allocation across initiatives, cross-functional team coordination, and PMO structure for AI.
Executive leadership in AI transformation, board-level AI governance, building an AI-savvy leadership team, cultural transformation from the top, and succession planning.
PEEK INSIDE
Browse a few sample pages — including a framework overview, a case study excerpt, and one of the included toolkits.
RIGHT FOR YOU?
Independent primary care, family medicine, internal medicine, urgent care, and single-specialty practices with 1–25 providers.
Practice owners, managing physicians, office managers, and operations directors who own the modernization agenda.
AI-curious to early-adopter. You don’t need prior AI experience — you need the right framework to evaluate, plan, and act.
YOUR ROI
Score your practice’s AI readiness across 40 dimensions and know exactly where your gaps are before spending a dollar.
Build a financially defensible business case for AI adoption that you can present to your partners, board, or lender.
Evaluate any AI vendor objectively using a 6-category scorecard that protects you from HIPAA risk and contract traps.
Launch a 90-day AI pilot with a week-by-week plan, staff onboarding approach, and defined success metrics.
Navigate clinical change management so your providers and staff adopt new tools without disruption to patient care.
Position your practice for the full 24-month transformation with a clear roadmap for what comes after your first win.
Or get all 8 playbooks for $1,499/year with a Stage 1 or Stage 2 subscription.
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