Creating structure in a constantly changing operations

The Mission

Establish structure and routine to help teams navigate through constantly changing environment.

With constant changes to priorities, processes, systems and decisions, the Revenue Cycle Management needed to stay grounded to continue delivering on their main responsibility to collect revenue.


Lisa’s Approach

  • Partnered with the VP of Revenue Cycle Management to categorize and prioritize the types of work that her team is driving.

  • Created, designed and populated the Asana Board with initiatives led by the RCM team.

  • Provided Asana training to RCM managers so they can be assigned to the initiatives that they own and provide weekly status updates.

  • Scheduled a weekly team meeting to talk through all initiatives to align on priorities and next steps.

Lisa’s Impact

  • Reduced duplicative slack conversations due to accessible and clear tracking of statuses and decisions on the Asana Board.

  • Increased alignment within the Revenue Cycle Management team on project priorities, accountability and timeline.

  • Drove progress due to clear ownership and next steps.