
1
We begin by clearly documenting the goals forthe assessment — what you want to understand, improve, or change across your IT organization.
2
Together, we identify the right mix of interview participants, including senior IT leadership along with key directors and managers who represent critical functions and teams.


3
Prior to interviews, we solicit key data inputs such as org charts, role descriptions, certification lists, performance metrics, support and project volumes, hiring needs, and any existing assessments or audit findings to inform our preparation.
4
We then conduct structured assessment interviews focused on organizational design, capability, support and project delivery, risk, hiring, and alignment with strategic goals, using a consistent framework across stakeholders.


5
Findings are scored against a defined rubric, allowing us to identify strengths, gaps, and risk areas across teams, roles, and leadership layers in a consistent and comparable way.
6
Finally, we recap findings with IT leadership, walking through key insights, prioritized recommendations, and practical nextsteps to strengthen structure, reduce risk, and improve performance.

Our tailored approach integrates seamlessly with your existing systems, ensuring a smooth experience from start to finish.
We specialize in placing experienced Epic and healthcare IT professionals who directly influence operational performance, financial outcomes, and system reliability.

Our retainer-based partnership is designed for health systems that want to move beyond reactive hiring and adopt a structured Epic and IT workforce recruiting and planning strategy.

IT Workforce Optimization provides healthcare IT leaders with a structured, outside-in evaluation of team capability and execution, organizational design, and workforce risk.

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