Capacity Coaching Project Bethesda Community Clinic

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Project Description

The purpose of this engagement is to assist Bethesda Community Clinic with topics identified in a recent CCHF|solutions presentation at the board meeting.  This proposal calls for a hybrid consulting/coaching approach that helps build capacity of the clinic at its current size. Coaching will be provided to the CEO and consulting services to advise her on how to build management systems, goals and capacity of the clinic for future growth.


Project Components:
The consultant (Kacie McDonnell) will provide:
1. 8 hours of monthly work to include 2 meetings per month. 1 by phone and 1 in person not to exceed 6 hours. The other 2+ hours will be reserved for research, material development, analysis and review.
2. Material preparation on topics such as board development, fundraising, operational capacity.
3. Project assignments will include the client providing data on the above topics for consultant feedback as well as consultant designed written pieces

Project Expectations & Requirements:

Consultant will meet and coach Karen on one topic at a time. In the coaching role, Kacie will ask questions, assign homework and help Karen take action to build capacity and make key decisions. Coaching topics may include: review current clinic data, set and measure key performance indicators; collect and analyze financial health, patient volumes, board competency, and fundraising activities.

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Project Progress

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100% Test - Timing

Start Date

April 1, 2018

End Date

October 31, 2018


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Monthly Coaching / Consulting Sessions 0 Documents 3 / 7 Tasks 0 Responses


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Project Discussion 2 Responses to Capacity Coaching Project

  1. May 3, 2018 at 6:17 pm
    Kacie McDonnell

    Conducted Board Assessment in April. Set meeting for May.

  2. May 31, 2018 at 12:35 pm
    Kacie McDonnell

    Karen and I have met several times and phone conferences. The edited bylaws were presented which they were very pleased with. Kacie and Karen are working on a few edits on their existing strategic plan in June.

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