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Insight	
  Development	
  for	
  Healthcare	
  
Tools for Marketers
	
  
Gelb, An Endeavor Management Company
1011 Highway 6 South P + 281.759.3600
Suite 120 F + 281.759.3607
Houston, Texas 77077 www.gelbconsulting.com	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  2	
  
	
  
	
  
Overview	
  
	
  
In	
  today’s	
  competitive	
  and	
  changing	
  healthcare	
  landscape,	
  effective	
  marketing	
  and	
  strategic	
  
planning	
  requires	
  customer	
  insight	
  as	
  a	
  foundation.	
  In	
  our	
  work	
  with	
  healthcare	
  marketers	
  across	
  
the	
  country,	
  we	
  hear	
  common	
  challenges	
  around	
  lack	
  of	
  budget,	
  resources	
  or	
  ideas	
  as	
  to	
  how	
  to	
  
best	
  obtain	
  this	
  insight.	
  More	
  traditional	
  methods	
  of	
  understanding	
  needs,	
  such	
  as	
  one-­‐time	
  
surveys	
  or	
  focus	
  groups,	
  continue	
  to	
  be	
  valuable	
  today	
  –	
  but	
  are	
  not	
  the	
  only	
  way	
  to	
  understand	
  
customer	
  needs.	
  	
  
	
  
In	
  this	
  white	
  paper,	
  we	
  share	
  a	
  variety	
  of	
  techniques	
  for	
  insight	
  development	
  in	
  healthcare.	
  	
  These	
  
techniques	
  vary	
  in	
  the	
  amount	
  of	
  investment	
  and	
  resources	
  required	
  so	
  that	
  marketers	
  with	
  all	
  
levels	
  of	
  needs	
  and	
  budget	
  can	
  add	
  a	
  variety	
  of	
  techniques	
  to	
  their	
  toolbox.	
  	
  	
  	
  
	
  
As	
  a	
  starting	
  place	
  to	
  finding	
  the	
  most	
  appropriate	
  tool,	
  it	
  is	
  important	
  to	
  first	
  consider	
  the	
  type	
  of	
  
insight	
  that	
  is	
  needed:	
  	
  
	
  
	
  
	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  3	
  
	
  
Based	
  on	
  which	
  objective	
  is	
  most	
  appropriate,	
  the	
  tools	
  on	
  the	
  following	
  pages	
  can	
  deliver	
  needed	
  
insight	
  with	
  a	
  wide	
  range	
  of	
  applications.	
  	
  	
  
	
  
	
  
	
  
Observe	
  –	
  Allows	
  for	
  highest	
  degree	
  of	
  empathy	
  by	
  
direct	
  task	
  participation	
  
	
  
Tools	
   How	
  it	
  Works	
   Requirements	
   Applications	
   Action	
   Cost	
  Structure	
  
Contextual	
  
Inquiry	
  
As	
  patients	
  
complete	
  task,	
  
ask	
  probative	
  
questions	
  
• Recruit	
  patients	
  in	
  
advance	
  
• Set	
  up	
  the	
  tasks	
  
carefully	
  	
  
• Training	
  from	
  external	
  
expert	
  might	
  be	
  
required	
  for	
  the	
  first	
  
couple	
  of	
  sessions	
  
• User	
  testing	
  of	
  
websites	
  	
  
• Patient	
  education	
  
materials	
  
assessments	
  
	
  
Following	
  each	
  
session,	
  gather	
  
the	
  interviewers	
  
to	
  capture	
  key	
  
insights	
  
Recruitment,	
  
incentives	
  and	
  
facility	
  costs	
  
Chair	
  
Exercise	
  
Sit	
  in	
  all	
  chairs	
  
that	
  a	
  patient	
  
sits	
  in,	
  take	
  a	
  
picture	
  and	
  
assemble	
  such	
  	
  
• Digital	
  camera	
  
• Don’t	
  take	
  pictures	
  of	
  
patients	
  
• Refining	
  processes	
  
• Changing	
  physical	
  
environment	
  
touchpoints	
  
Typically	
  takes	
  
follow-­‐up	
  work	
  
to	
  refine	
  the	
  
processes	
  or	
  
environments	
  
Very	
  low	
  cost	
  –	
  can	
  
do	
  internally,	
  even	
  
with	
  support	
  staff	
  
Journaling	
  	
   As	
  patients	
  
complete	
  
episodes	
  in	
  their	
  
journey,	
  they	
  
document	
  their	
  
experience	
  	
  
• Recruit	
  patients	
  in	
  
advance	
  
• Provide	
  patients	
  with	
  
clear	
  instructions	
  	
  
• Use	
  digital	
  or	
  paper	
  
journal	
  
• Clinical	
  Experience	
  
• Volunteer	
  
Experience	
  
• Documenting	
  
Testimonials	
  
• Uncovering	
  
functional	
  and	
  
emotional	
  needs	
  	
  
Cycle	
  time	
  can	
  
be	
  several	
  
weeks,	
  
depending	
  on	
  
the	
  episode	
  of	
  
care/service	
  
Recruitment,	
  
incentives	
  and	
  time	
  
required	
  to	
  code	
  
and	
  analyze	
  journals	
  
for	
  reporting	
  of	
  
themes	
  and	
  
recommendations	
  
Process	
  
Auditing	
  
A	
  trained	
  auditor	
  
gathers	
  the	
  
documentation,	
  
stated	
  
processes,	
  and	
  
executed	
  
processes	
  
• Train	
  in	
  audit	
  
principles	
  	
  
• Staff	
  time	
  to	
  allow	
  
observation	
  
• Provide	
  
documentation	
  for	
  
key	
  processes	
  
• Contact	
  Centers	
  
• Clinical	
  Safety	
  
• Registration	
  	
  
• Other	
  areas	
  needing	
  
process	
  efficiency	
  or	
  
compliance	
  	
  
Usually	
  requires	
  
at	
  least	
  one	
  
week	
  of	
  
observation	
  
followed	
  by	
  
report	
  out	
  and	
  
review	
  with	
  
team	
  
Usually	
  day-­‐rates	
  
from	
  consultants	
  
apply	
  under	
  a	
  fixed	
  
fee	
  structure	
  
Team	
  
Dynamics	
  
A	
  trained	
  
observer	
  
examines	
  the	
  
interactions	
  
amongst	
  team	
  
members	
  
• A	
  trained	
  observer	
  
who	
  can	
  document	
  
interactions	
  and	
  
facilitate	
  team	
  
conversations	
  
afterward	
  
• Connections	
  
between	
  faculty	
  and	
  
other	
  staff	
  
members	
  
• Interdisciplinary	
  
care	
  teams	
  
• Call	
  Centers	
  
	
  
Perceptions	
  are	
  
typically	
  
changed	
  
immediately	
  
based	
  on	
  the	
  
clarity	
  of	
  the	
  
observations	
  
Usually	
  event-­‐based	
  
rates	
  from	
  
consultants	
  apply	
  
under	
  a	
  fixed	
  fee	
  
structure	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  4	
  
	
  
Flip	
  Cam	
   Ask	
  selected	
  
patients	
  to	
  recall	
  
the	
  steps	
  of	
  their	
  
journey	
  with	
  the	
  
use	
  of	
  a	
  clip	
  cam	
  
• Recruit	
  patients	
  in	
  
advance	
  –	
  must	
  be	
  
articulate,	
  but	
  
unscripted	
  
• Prep	
  staff	
  in	
  advance	
  	
  
• Don’t	
  record	
  other	
  
patients	
  
• Video	
  editing	
  once	
  
complete	
  
	
  
• Improving	
  the	
  
patient	
  experience	
  
• Increasing	
  staff	
  
morale	
  	
  
• Stories	
  for	
  YouTube	
  
or	
  other	
  advertising	
  
• Training	
  for	
  new	
  
staff	
  members	
  
• Physician	
  focused	
  
events	
  (e.g.,	
  CME)	
  
Very	
  quickly,	
  but	
  
patients	
  will	
  
typically	
  focus	
  
on	
  the	
  positive	
  
in	
  their	
  videos	
  
(which	
  is	
  still	
  
helpful)	
  
Cost	
  of	
  cameras	
  for	
  
patients;	
  typically	
  
can	
  be	
  recruited	
  
onsite	
  and	
  won’t	
  
require	
  an	
  incentive	
  	
  
Volunteering	
   Taking	
  a	
  portion	
  
out	
  of	
  your	
  day	
  
to	
  serve	
  patients	
  
in	
  your	
  facility;	
  
can	
  ask	
  patients	
  
about	
  their	
  
experience	
  	
  
• Permission	
  and	
  
training	
  from	
  your	
  
auxiliary	
  group	
  
• Finding	
  the	
  
appropriate	
  area	
  for	
  
volunteerism	
  
• Empathy	
  building	
  
• Identifying	
  needs	
  
• Mainly	
  related	
  to	
  
service	
  
• Gathering	
  patient	
  
feedback	
  
Service	
  recovery	
  
can	
  be	
  
immediate;	
  
longer	
  term	
  
empathy	
  
building	
  	
  
Really	
  about	
  your	
  
personal	
  time	
  –	
  
opportunity	
  cost	
  to	
  
devote	
  work	
  hours	
  
for	
  this	
  purpose	
  
	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  5	
  
	
  
	
  
	
  
Engage	
  –	
  Direct,	
  Well-­Crafted	
  Interactions	
  with	
  a	
  
Specific	
  Focus	
  
	
  
Tools	
   How	
  it	
  
Works	
  
Requirements	
   Applications	
   Action	
   Cost	
  Structure	
  
Experience	
  
Mapping	
  
Patients	
  use	
  a	
  
visual	
  aid	
  to	
  
walk	
  through	
  
each	
  of	
  the	
  
elements	
  of	
  
their	
  
experience	
  	
  
• Recruit	
  patients	
  /	
  
physicians	
  /	
  
volunteers	
  	
  in	
  advance	
  
• Experience	
  map	
  must	
  
be	
  complete	
  
• Might	
  require	
  
interviewers	
  with	
  skills	
  
to	
  elicit	
  functional	
  and	
  
emotional	
  needs	
  
• Digital	
  audio	
  recorder	
  
• Can	
  be	
  done	
  in	
  person	
  
or	
  via	
  phone	
  
• Holistic	
  
experience	
  
design	
  across	
  all	
  
touchpoints	
  and	
  
activities	
  
• Identify	
  areas	
  of	
  
excellence	
  to	
  
translate	
  to	
  
other	
  areas	
  
• Position	
  a	
  new	
  
clinical	
  center	
  
• Capture	
  patient	
  
stories	
  for	
  
training	
  and	
  
promotion	
  
	
  
After	
  report	
  is	
  
compiled,	
  
prioritize	
  
improvements	
  
based	
  on	
  Basic,	
  
Performance	
  and	
  
Enchantment	
  
Requirements.	
  	
  
Break	
  work	
  
streams	
  into	
  Care,	
  
Coordination	
  and	
  
Communication.	
  
Recruitment,	
  
incentives	
  required	
  
Typically	
  requires	
  
cost	
  of	
  consultant	
  
with	
  experience	
  in	
  
completing	
  this	
  type	
  
of	
  work	
  
Staff	
  time	
  to	
  review	
  
results	
  and	
  develop	
  
action	
  plans	
  
	
  
Concept	
  
Testing	
  
Can	
  be	
  done	
  
through	
  focus	
  
groups	
  or	
  
quantitative	
  
survey	
  (best	
  
practice)	
  
• Proper	
  questionnaire	
  
design	
  
• Concepts	
  with	
  proper	
  
detail	
  for	
  evaluation	
  	
  
• Advertising	
  
concepts	
  
• New	
  services	
  /	
  
offerings	
  
• Messaging	
  
The	
  reports	
  
typically	
  identify	
  
“bad”	
  ideas,	
  not	
  
necessarily	
  the	
  
“best”	
  idea.	
  	
  This	
  
is	
  a	
  risk	
  mitigation	
  
approach.	
  
Cost	
  of	
  sample,	
  
survey	
  programming	
  
and	
  reporting	
  
Decision	
  
Factors	
  	
  
A	
  quantitative	
  
survey	
  which	
  
captures	
  the	
  
level	
  of	
  
involvement	
  
and	
  influences	
  
the	
  patient-­‐
family	
  used	
  to	
  
choose	
  your	
  
facility	
  	
  
• Determine	
  whether	
  
you	
  want	
  to	
  survey	
  all	
  
healthcare	
  consumers	
  
or	
  only	
  your	
  patients	
  
• Questionnaire	
  design	
  
is	
  important,	
  but	
  can	
  
be	
  brief	
  –	
  two	
  
questions	
  
• Ad	
  hoc	
  surveys	
  
for	
  market	
  
segmentation	
  
• Document	
  the	
  
level	
  of	
  influence	
  
physicians	
  have	
  
with	
  specific	
  
service	
  lines	
  
• Call	
  centers	
  
Can	
  be	
  real-­‐time	
  
with	
  call	
  centers,	
  
but	
  typically	
  
information	
  is	
  
used	
  more	
  
strategically	
  to	
  
allocate	
  
marketing	
  
resources	
  across	
  
channels	
  of	
  
influence	
  	
  
Usually	
  a	
  fixed	
  fee	
  
type	
  of	
  survey,	
  with	
  
additional	
  costs	
  for	
  
external	
  sample	
  (for	
  
broader	
  market)	
  
Trade-­‐off	
  
Analysis	
  	
  
Quantitative	
  
surveys	
  which	
  
examine	
  the	
  
relative	
  
importance	
  of	
  
attributes	
  in	
  
designing	
  or	
  
positioning	
  a	
  
• Expertise	
  in	
  designing	
  
these	
  efficient,	
  but	
  
complex	
  
questionnaires	
  
• Software	
  required	
  to	
  
execute	
  these	
  types	
  of	
  
surveys	
  (e.g.,	
  choice-­‐
based	
  conjoint	
  
• Optimize	
  service	
  
configuration	
  by	
  
segment	
  
• Geographic	
  
distribution	
  of	
  
services	
  
• Forecast	
  
demand	
  
The	
  analytical	
  
work	
  product	
  is	
  
self-­‐explanatory	
  
in	
  its	
  presentation	
  
–	
  what	
  matters	
  
most,	
  to	
  whom	
  
and	
  how	
  likely	
  
they	
  are	
  to	
  
Usually	
  a	
  fixed	
  fee	
  
type	
  of	
  survey,	
  with	
  
additional	
  costs	
  for	
  
external	
  sample	
  (for	
  
broader	
  market)	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  6	
  
	
  
new	
  service;	
  
estimates	
  share	
  
of	
  preference	
  
analysis)	
   engage	
  
Change	
  
Readiness	
  	
  
Internal	
  survey	
  
to	
  explore	
  
willingness	
  to	
  
change	
  given	
  
new	
  strategic	
  
imperatives	
  
• Proper	
  tool	
  
• Ability	
  to	
  deploy	
  
internal	
  surveys	
  
• Email	
  address	
  for	
  all	
  
employee	
  
communities	
  	
  
• Find	
  pockets	
  of	
  
acceptance	
  and	
  
resistance	
  
• Prioritize	
  
enterprise	
  
rollout	
  activities	
  
based	
  on	
  level	
  of	
  
resistance	
  /	
  
acceptance	
  
• Brand	
  rollouts,	
  
experience	
  
management	
  
and	
  other	
  
strategic	
  
transformations	
  	
  
While	
  report	
  
provides	
  the	
  
insight,	
  the	
  
follow-­‐up	
  
discussions	
  are	
  
much	
  more	
  
critical.	
  	
  Think	
  of	
  
these	
  insights	
  like	
  
internal	
  market	
  
segmentation.	
  	
  
Cost	
  of	
  tool/vendor	
  
to	
  execute	
  such	
  
(would	
  be	
  helpful	
  to	
  
have	
  third	
  party	
  
deploy	
  for	
  
anonymity)	
  	
  
Personality	
  
Profiling	
  
Sophisticated	
  
tools	
  used	
  to	
  
highlight	
  the	
  
stylistic	
  
differences	
  
among	
  team	
  
members	
  
• Executive	
  coach	
  with	
  
certification	
  in	
  	
  tools	
  
(e.g.,	
  Birkman)	
  
• Willing	
  participants	
  –	
  
surveys	
  tend	
  to	
  be	
  
long	
  
• Team	
  building	
  
• Recruiting	
  for	
  
values	
  
The	
  rigor	
  of	
  the	
  
process	
  results	
  in	
  
an	
  increased	
  
appreciation	
  of	
  
the	
  stylistic	
  
differences;	
  self-­‐
discovery	
  	
  
Costs	
  per	
  program	
  
and	
  number	
  of	
  
individual	
  
assessments,	
  but	
  
actually	
  relatively	
  
inexpensive	
  
Organizational	
  
Culture	
  
Assessment	
  
Typically	
  
proprietary	
  
tools	
  which	
  
examine	
  the	
  
stated	
  values	
  of	
  
the	
  
organizations	
  
and	
  
organizational	
  
characteristics	
  
• Culture	
  
transformation	
  expert	
  
with	
  access	
  to	
  
advance	
  tools	
  and	
  
benchmarks	
  
• Willing	
  participants	
  
• Confidentiality	
  
requires	
  a	
  third	
  party	
  
to	
  administer	
  
• Moving	
  from	
  
one	
  cultural	
  
orientation	
  to	
  
future	
  desired	
  
state	
  (e.g.,	
  more	
  
customer-­‐
focused)	
  
• Experience	
  
management	
  
• Building	
  stronger	
  
organizational	
  
teams	
  
• Rollout	
  planning	
  
for	
  strategic	
  
initiatives	
  	
  
The	
  results	
  are	
  
clear	
  in	
  terms	
  of	
  
current	
  state;	
  
typically	
  
behaviors	
  are	
  
examined	
  to	
  
contrast	
  stated	
  
values	
  versus	
  
actual	
  
demonstrated	
  
behaviors	
  
	
  
Customer	
  
Panels	
  
Typically	
  done	
  
for	
  consumers,	
  
this	
  is	
  an	
  
actively	
  
managed	
  
database	
  to	
  
pulse	
  
• Research	
  program	
  to	
  
keep	
  panelists	
  
engaged	
  over	
  time	
  
• Means	
  to	
  recruit	
  
panelists	
  
• Database	
  to	
  store	
  
panelist	
  information	
  
• Concept	
  testing	
  
• Hot	
  topics	
  –	
  
items	
  of	
  interest	
  
for	
  the	
  survey	
  
period	
  
Results	
  should	
  be	
  
available	
  within	
  
48	
  hours,	
  typically	
  
displayed	
  digitally	
  
on	
  a	
  panel	
  
dashboard	
  
Costs	
  for	
  panel	
  
incentives,	
  time	
  for	
  
panel	
  management,	
  
cost	
  for	
  development	
  
of	
  the	
  panel	
  
database	
  and	
  survey	
  
tools	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  7	
  
	
  
consumers	
  on	
  a	
  
variety	
  of	
  topics	
  
or	
  for	
  
recruitment	
  
(e.g.,	
  demographics)	
  
for	
  sampling	
  and	
  data	
  
appending	
  
Boards	
  
(Traditional)	
  
Engaging	
  
hospital	
  or	
  
system	
  boards	
  
provides	
  
strategic	
  
guidance	
  
• Agenda	
  time	
  for	
  the	
  
board	
  meetings	
  
• Very	
  focused	
  
presentations	
  on	
  the	
  
topic	
  of	
  interest	
  
• Priority	
  of	
  your	
  effort	
  
greater	
  than	
  other	
  
strategic	
  issues	
  they	
  
discuss	
  
• Brand	
  strategy	
  
• Marketing	
  
strategy	
  
• New	
  offer	
  
development	
  	
  
• Cultural	
  
transformation	
  
Guidance	
  is	
  
received	
  
immediately,	
  but	
  
likely	
  needs	
  to	
  be	
  
filtered;	
  by	
  
engaging	
  this	
  
group,	
  it’s	
  likely	
  
they	
  will	
  expect	
  
results	
  based	
  on	
  
their	
  feedback	
  
Very	
  low	
  cost	
  	
  
Online	
  Focus	
  
Group	
  
Respondents	
  
can	
  participate	
  
as	
  their	
  
schedules	
  allow	
  
by	
  logging	
  onto	
  
a	
  secure	
  site	
  for	
  
a	
  period	
  of	
  
consecutive	
  
days	
  to	
  answer	
  
questions	
  and	
  
interact	
  with	
  
the	
  moderator	
  
and	
  each	
  other.	
  	
  
• A	
  company	
  specialized	
  
in	
  hosting	
  online	
  focus	
  
groups	
  
• Recruiting	
  of	
  qualified	
  
participants	
  
• A	
  trained	
  moderator	
  
• Focused	
  questions	
  on	
  
the	
  topic	
  of	
  interest	
  
	
  
• A	
  variety	
  of	
  
applications	
  
similar	
  to	
  
traditional	
  focus	
  
groups,	
  but	
  ideal	
  
for	
  busy	
  
professionals	
  or	
  
remote	
  
participation	
  
The	
  initial	
  
questions	
  provide	
  
insight,	
  but	
  follow	
  
up	
  probes	
  and	
  
discussions	
  from	
  
the	
  moderator	
  
are	
  critical.	
  
Feedback	
  is	
  
available	
  
immediately,	
  but	
  
will	
  likely	
  need	
  to	
  
be	
  filtered	
  and	
  
summarized.	
  	
  
Costs	
  for	
  hosting	
  the	
  
online	
  focus	
  groups	
  
and	
  participant	
  
incentives	
  and	
  
recruiting.	
  An	
  
experienced	
  
moderator	
  is	
  
recommended.	
  
	
  
	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  8	
  
	
  
	
  
	
  
Create	
  –	
  Facilitated	
  Activities	
  and	
  Insights	
  for	
  	
  
Co-­Development	
  of	
  Strategy	
  or	
  Concepts	
  
	
  
	
  
Tools	
   How	
  it	
  Works	
   Requirements	
   Applications	
   Action	
   Cost	
  Structure	
  
Expert	
  Panel	
   Subject	
  Matter	
  
Experts	
  are	
  
recruited	
  for	
  a	
  
facilitated	
  
retreat	
  to	
  
provide	
  you	
  with	
  
direct	
  guidance	
  
• Recruitment	
  of	
  
the	
  SMEs	
  
• Skilled	
  facilitator	
  
• Literature	
  
review	
  to	
  
identify	
  the	
  right	
  
SMEs	
  
• Facility	
  (usually	
  a	
  
destination)	
  to	
  
host	
  the	
  session	
  
• Marketing	
  strategy	
  
• Brand	
  strategy	
  
• Market	
  development	
  
• New	
  service	
  
development	
  
• Dealing	
  with	
  industry	
  
trends	
  
Guidance	
  is	
  
shared	
  through	
  
the	
  process	
  
(usually	
  one	
  
day)	
  and	
  some	
  
action	
  can	
  be	
  
taken	
  
immediately	
  
Honoraria	
  and	
  
offsite	
  facilities	
  are	
  
required,	
  which	
  
may	
  include	
  
covering	
  travel	
  
expenses.	
  	
  
Recruiting	
  the	
  
SMEs	
  requires	
  a	
  lot	
  
of	
  coordination	
  
and	
  can	
  be	
  
outsourced.	
  
Customer	
  
Advisory	
  Board	
  
Sometimes	
  done	
  
ad	
  hoc,	
  but	
  the	
  
board	
  should	
  
come	
  to	
  know	
  
each	
  other	
  and	
  
have	
  an	
  interest	
  
in	
  the	
  outcome	
  
(e.g.,	
  physicians)	
  	
  
• Recruitment	
  of	
  
the	
  right	
  mix	
  of	
  
advisory	
  board	
  
members	
  
• Skilled	
  facilitator	
  	
  
• Meeting	
  facility,	
  
but	
  can	
  be	
  at	
  
your	
  hospital	
  	
  
• Broadcasting	
  the	
  
members	
  and	
  
outcomes	
  to	
  the	
  
greater	
  
community	
  of	
  
customers	
  
• Taking	
  
immediate	
  
action	
  on	
  the	
  
feedback	
  
• Physician	
  experience	
  
management	
  
• Patient	
  experience	
  
design	
  
• Policy	
  and	
  process	
  
refinement	
  
• Brand	
  strategy	
  
• Marketing	
  strategy	
  
• New	
  service	
  
development	
  
• Deal	
  with	
  market	
  
trends	
  
Guidance	
  is	
  
provided	
  during	
  
the	
  session	
  and	
  
documented	
  for	
  
further	
  input	
  
afterwards	
  
The	
  most	
  engaged	
  
customers	
  might	
  
not	
  require	
  an	
  
incentive	
  to	
  
participate.	
  	
  Costs	
  
of	
  recruitment	
  and	
  
facility	
  vary	
  as	
  well.	
  	
  
This	
  can	
  be	
  very	
  
inexpensive	
  with	
  
the	
  right	
  group.	
  
Persona	
  
Development	
  
Personas	
  are	
  
more	
  
sophisticated	
  
descriptions	
  of	
  
market	
  
segments.	
  	
  
These	
  activities	
  
both	
  create	
  
alignment	
  
around	
  the	
  
segments	
  of	
  
interest,	
  but	
  also	
  
support	
  
• Insights	
  
regarding	
  the	
  
segments	
  of	
  
interest	
  and	
  
their	
  goals,	
  
behaviors	
  and	
  
needs.	
  
• Posting	
  the	
  
personas	
  during	
  
other	
  workshops	
  
• Graphic	
  talent	
  to	
  
ensure	
  personas	
  
are	
  enriched	
  
• Marketing	
  teams	
  for	
  
brand	
  development	
  
and	
  messaging	
  
• Operational	
  teams	
  
for	
  experience	
  
improvements	
  
• Leadership	
  for	
  
making	
  strategic	
  
decisions	
  
Personas	
  are	
  
more	
  strategic	
  
by	
  nature.	
  	
  
Action	
  will	
  take	
  
place	
  with	
  new	
  
initiatives	
  and	
  
results	
  seen	
  
over	
  time.	
  
Very	
  low	
  cost	
  -­‐	
  
typically	
  internal	
  
teams	
  participate	
  
in	
  the	
  workshops	
  
and	
  create	
  the	
  
posters.	
  	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  9	
  
	
  
empathy	
  
development.	
  
with	
  names,	
  
realistic	
  images	
  
Story	
  Boarding	
   Using	
  a	
  
framework	
  like	
  
an	
  experience	
  
map,	
  
participants	
  are	
  
led	
  through	
  a	
  
series	
  of	
  
activities	
  to	
  
recast	
  the	
  
current	
  
experience	
  into	
  
a	
  narrative	
  of	
  
what	
  patients	
  
should	
  say	
  about	
  
their	
  experience	
  	
  
• A	
  common	
  
framework	
  to	
  
guide	
  the	
  
“chapters”	
  of	
  
the	
  story	
  
• A	
  designated	
  
facilitator	
  
(doesn’t	
  
necessarily	
  
require	
  external	
  
expertise)	
  
• Ability	
  to	
  break	
  
group	
  into	
  
smaller	
  teams	
  to	
  
focus	
  on	
  
individual	
  areas	
  
• Could	
  also	
  be	
  
focused	
  on	
  
creating	
  a	
  
“headline”	
  and	
  
the	
  supporting	
  
story	
  to	
  
demonstrate	
  
how	
  the	
  
organization	
  
reached	
  the	
  
desired	
  future	
  
state.	
  
• Experience	
  
management	
  –	
  
physicians,	
  patients,	
  
donors,	
  volunteers	
  
• Brand	
  management	
  
• Improvements	
  in	
  
process	
  efficiency	
  
• Call	
  center,	
  site	
  visit	
  
or	
  other	
  models	
  of	
  
conversation	
  
• Vision,	
  mission	
  
development	
  
• 	
  
The	
  storyboard	
  
creates	
  a	
  
mechanism	
  for	
  
the	
  desired	
  
future	
  state.	
  	
  By	
  
creating	
  the	
  
“story”	
  actions	
  
become	
  more	
  
concrete	
  
because	
  they	
  
are	
  focused	
  on	
  
action	
  rather	
  
than	
  a	
  series	
  of	
  
bullet	
  points.	
  By	
  
being	
  authors,	
  
participants	
  are	
  
more	
  likely	
  to	
  
contribute	
  to	
  
making	
  changes	
  
stick.	
  
Very	
  low	
  cost.	
  
Huddles	
   Daily	
  or	
  at	
  least	
  
weekly	
  meetings	
  
amongst	
  team	
  
members	
  to	
  
discuss	
  KPIs	
  and	
  
other	
  areas	
  of	
  
concern.	
  	
  	
  
• Should	
  include	
  
cross	
  functional	
  
teams	
  working	
  
in	
  the	
  same	
  
department	
  
• Agenda	
  should	
  
be	
  set	
  in	
  
advance	
  and	
  
conversations	
  
structured,	
  but	
  
don’t	
  need	
  to	
  be	
  
lengthy	
  (e.g.,	
  30	
  
minutes)	
  
• Every	
  
• Patient	
  experience	
  
management	
  
• Dealing	
  with	
  
operational	
  
challenges	
  in	
  real-­‐
time	
  
• Improving	
  team	
  
collaboration	
  
• Reviewing	
  expected	
  
needs	
  over	
  short	
  
term	
  
• Documenting	
  
recurring	
  themes	
  for	
  
resource	
  requests	
  
Participants	
  also	
  
take	
  action.	
  	
  
Through	
  these	
  
interactions,	
  
teams	
  are	
  
strengthened	
  
and	
  
management	
  
demonstrates	
  
its	
  commitment	
  
to	
  open	
  
dialogue.	
  	
  
Inexpensive,	
  other	
  
than	
  the	
  scheduled	
  
time	
  required	
  from	
  
the	
  cross	
  
functional	
  teams.	
  	
  
Recommend	
  
conducting	
  at	
  the	
  
start	
  of	
  the	
  day.	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  10	
  
	
  
perspective	
  
must	
  be	
  equally	
  
valued	
  
Benchmarking	
   Third-­‐party	
  data	
  
gathering	
  or	
  
informal	
  
conversations	
  to	
  
learn	
  how	
  peers	
  
are	
  dealing	
  with	
  
similar	
  issues	
  
• Access	
  to	
  
benchmarking	
  
data	
  (either	
  
people	
  or	
  firm	
  
that	
  conducts	
  
such)	
  
• Willingness	
  to	
  
participate	
  in	
  
the	
  
benchmarking	
  
yourself	
  	
  
• Ability	
  to	
  adapt	
  
best	
  practices,	
  
not	
  adopt	
  them	
  
as	
  each	
  
circumstance	
  is	
  
different	
  
• Budgeting	
  
• Resource	
  planning	
  
• Tactical	
  optimization	
  
• Finding	
  new	
  ideas	
  
These	
  data	
  are	
  
helpful	
  in	
  
building	
  a	
  
business	
  case,	
  
but	
  usually	
  not	
  
directly	
  
applicable.	
  	
  
Studies	
  may	
  
include	
  only	
  
“nuggets”	
  of	
  
guidance	
  rather	
  
than	
  dealing	
  
with	
  your	
  
challenge	
  
directly.	
  	
  
These	
  are	
  often	
  
free	
  to	
  access	
  
through	
  
professional	
  
organizations.	
  	
  
Conducting	
  
benchmarking	
  on	
  
your	
  own	
  is	
  
recommended	
  
only	
  for	
  informal	
  
conversations	
  as	
  
many	
  might	
  
perceive	
  such	
  as	
  a	
  
competitive	
  threat	
  
and	
  not	
  
anonymous.	
  
Experience	
  
Design	
  
Workshops	
  	
  
Cross-­‐functional	
  
internal	
  
workshops	
  to	
  
define	
  key	
  
behaviors	
  and	
  
changes	
  
necessary	
  to	
  
meet	
  customer	
  
needs	
  
• An	
  
understanding	
  
of	
  the	
  current	
  
experience	
  –	
  
strengths	
  to	
  rely	
  
on	
  and	
  areas	
  for	
  
improvement	
  
• A	
  common	
  
understanding	
  
of	
  existing	
  
service	
  
standards	
  (may	
  
want	
  to	
  begin	
  
workshops	
  with	
  
a	
  review	
  of	
  this)	
  
• Participants	
  who	
  
are	
  empowered	
  
to	
  make	
  changes	
  
necessary	
  to	
  
meet	
  customer	
  
needs	
  
• Experience	
  
management	
  –	
  
physicians,	
  patients,	
  
donors,	
  volunteers	
  
• 	
  Identify	
  areas	
  of	
  
excellence	
  to	
  
translate	
  to	
  other	
  
areas	
  
• Team	
  building	
  
• Personal	
  action	
  
planning	
  
	
  
	
  
Categorize	
  
needs	
  into	
  Care,	
  
Coordination	
  
and	
  
Communication.	
  
Guidance	
  is	
  
shared	
  through	
  
the	
  workshops	
  
and	
  some	
  
action	
  can	
  be	
  
taken	
  
immediately	
  
(quick	
  hits)	
  
while	
  others	
  
require	
  long-­‐
term	
  
investment	
  or	
  
changes.	
  
Recommended	
  
that	
  
participants	
  
create	
  personal	
  
action	
  plans.	
  
Typically	
  requires	
  
cost	
  of	
  consultant	
  
with	
  experience	
  in	
  
facilitating	
  this	
  
type	
  of	
  workshop.	
  
Time	
  required	
  
from	
  the	
  cross	
  
functional	
  teams.	
  	
  	
  
	
  
	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  11	
  
	
  
	
  
Monitor	
  –	
  Track	
  Longitudinal	
  Results	
  to	
  Measure	
  How	
  
Well	
  Improvements	
  Have	
  Stuck	
  
	
  
	
  
Tools	
   How	
  it	
  Works	
   Requirements	
   Applications	
   Action	
   Cost	
  Structure	
  
Satisfaction	
  
Surveys	
  
Patients	
  and	
  
physicians	
  are	
  sent	
  
a	
  questionnaire	
  
after	
  their	
  episode	
  
of	
  care	
  or	
  at	
  a	
  
timed	
  period	
  
• List	
  development	
  
• Vendor	
  to	
  
administer	
  the	
  
program	
  
• Determination	
  of	
  
the	
  frequency	
  of	
  
surveys	
  
• Patient/physician	
  
experience	
  
improvement	
  
• Benchmarking	
  
against	
  other	
  
similar	
  
organizations	
  or	
  
across	
  
departments	
  
Limited	
  to	
  
identifying	
  
trends	
  in	
  
satisfaction	
  for	
  
strategic	
  
guidance	
  
Usually	
  cost	
  is	
  
set	
  per	
  
respondent,	
  
along	
  with	
  a	
  
project	
  
management	
  
fee	
  for	
  the	
  
program	
  
Experience	
  
Dashboard	
  
As	
  patients	
  /	
  
physicians	
  go	
  
through	
  each	
  step	
  
of	
  their	
  experience,	
  
an	
  automated,	
  
brief,	
  questionnaire	
  
is	
  distributed	
  for	
  
real-­‐time	
  feedback.	
  
• System	
  for	
  data	
  
collection	
  
• Interface	
  /	
  input	
  to	
  
determine	
  when	
  
activities	
  are	
  
undertaken	
  
• Algorithm	
  to	
  
ensure	
  
respondents	
  are	
  
over	
  surveyed	
  
• Designating	
  
individuals	
  who	
  will	
  
respond	
  to	
  issues	
  
during	
  escalation	
  
• Physician	
  referrals	
  
• Physician	
  events	
  
• Call	
  centers	
  
• Patient	
  education	
  
events	
  
• Public	
  education	
  
events	
  
• Post-­‐referral	
  
communication	
  
• Discharge	
  
feedback	
  
• Outpatient	
  clinics	
  
The	
  true	
  value	
  
is	
  responding	
  to	
  
service	
  
recovery	
  issues	
  
in	
  real-­‐time	
  –	
  
which	
  actually	
  
increases	
  
satisfaction	
  and	
  
loyalty	
  scores	
  
Fixed	
  costs	
  for	
  
the	
  system	
  
Social	
  Media	
  	
   Online	
  systems	
  
designed	
  to	
  capture	
  
mentions	
  and	
  
sentiment	
  of	
  social	
  
media	
  posts	
  
• Social	
  media	
  
monitoring	
  system	
  
• Simple:	
  Google	
  
Alerts	
  
• Sophisticated:	
  
Radian6	
  
	
  
• Demonstrate,	
  in	
  
part,	
  Share	
  of	
  
Conversation	
  
through	
  
marketing	
  and	
  PR	
  
efforts	
  
• With	
  more	
  
advanced	
  
systems,	
  you	
  can	
  
escalate	
  issues	
  for	
  
service	
  recovery	
  	
  
• Draw	
  comparisons	
  
across	
  
organizations	
  	
  
• Determine	
  the	
  
associated	
  
terms/words	
  used	
  
to	
  describe	
  your	
  
brand	
  
Demonstrates	
  
the	
  importance	
  
of	
  managing	
  
the	
  
conversations.	
  	
  
As	
  such,	
  
without	
  service	
  
recovery,	
  these	
  
are	
  more	
  
strategic.	
  
Some	
  of	
  these	
  
tools	
  are	
  free;	
  
others	
  require	
  
subscription	
  for	
  
which	
  the	
  cost	
  
is	
  based	
  on	
  the	
  
number	
  of	
  
terms	
  
reviewed,	
  
which	
  should	
  
include	
  brands	
  
of	
  interest	
  and	
  
treatment	
  
related	
  
keywords.	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  12	
  
	
  
Brand	
  Equity	
   Quantitative	
  survey	
  
used	
  to	
  illustrate	
  
levels	
  of	
  
awareness,	
  
preference,	
  
reputation	
  and	
  
loyalty.	
  	
  
• Carefully	
  crafted	
  
questionnaire	
  
which	
  normally	
  
requires	
  an	
  
external	
  vendor	
  
• List	
  development	
  if	
  
you	
  want	
  to	
  
compare	
  
perceptions	
  of	
  your	
  
employees,	
  
affiliated	
  physicians	
  
or	
  patients	
  
• Statistical	
  analysis	
  
to	
  constrast	
  
performance	
  of	
  the	
  
brands	
  and	
  which	
  
attitudes	
  drive	
  
desired	
  outcomes	
  
• Brand	
  strategy	
  
development	
  
• Related	
  marketing	
  
activities	
  and	
  
investments	
  to	
  
outcomes	
  
• Level	
  of	
  internal	
  
alignment	
  around	
  
what	
  your	
  brand	
  
stands	
  for	
  
• Demonstrate	
  the	
  
value	
  of	
  your	
  
brand	
  to	
  potential	
  
affiliates	
  
More	
  strategic	
  
as	
  it	
  takes	
  much	
  
effort	
  to	
  change	
  
attitudes;	
  can	
  
be	
  used	
  to	
  
make	
  the	
  
business	
  case	
  
for	
  additional	
  
marketing	
  
investments	
  
Cost	
  of	
  survey	
  
design,	
  
deploying	
  and	
  
reporting.	
  	
  
Typically	
  
requires	
  an	
  
external	
  vendor	
  
who	
  likely	
  
charges	
  fixed	
  
fee	
  for	
  report	
  
plus	
  variable	
  
amount	
  per	
  
respondent.	
  	
  	
  
Patient	
  
Queuing	
  
Systems	
  designed	
  
to	
  “track”	
  patients	
  
as	
  they	
  enter	
  and	
  
exit	
  various	
  queues	
  
within	
  the	
  
organization.	
  	
  
Usually	
  has	
  some	
  
escalation	
  feature	
  
for	
  process	
  
overload,	
  and	
  to	
  
allow	
  patients	
  to	
  
skip	
  the	
  queue	
  to	
  
the	
  next	
  step	
  to	
  
increase	
  utilization.	
  	
  
• System	
  to	
  provide	
  
the	
  metrics	
  and	
  
monitoring	
  
• Connections	
  to	
  
your	
  existing	
  
scheduling	
  system	
  
• Advanced:	
  Check	
  in	
  
system	
  for	
  patients	
  
(either	
  RFID	
  or	
  card	
  
swipe)	
  
• Outpatient	
  clinics	
  
• First	
  day	
  visits	
  for	
  
academic	
  medical	
  
centers	
  
• Physician	
  referral	
  
queues	
  
• Call	
  center	
  queues	
  
Typically	
  action	
  
is	
  immediate	
  as	
  
the	
  system	
  will	
  
highlight	
  issues	
  
in	
  real-­‐time.	
  
Cost	
  for	
  the	
  
system	
  and	
  
usually	
  an	
  
installation	
  fee.	
  	
  
There	
  are	
  also	
  	
  
some	
  workflow	
  
changes	
  
required.	
  
Comment	
  Wall	
   Staff	
  post	
  
comments	
  on	
  dry	
  
erase	
  board	
  
regarding	
  positive	
  
feedback	
  from	
  
patients	
  
• Dry	
  Erase	
  board	
  
• Space	
  in	
  a	
  staff-­‐
only	
  environment	
  	
  
• Willingness	
  to	
  
contribute	
  
• Improving	
  staff	
  
morale	
  
• Sharing	
  ideas	
  on	
  
what	
  makes	
  an	
  
exceptional	
  
experience	
  	
  
• Trending	
  over	
  
time	
  (take	
  daily	
  
pictures	
  of	
  the	
  
board)	
  
This	
  is	
  used	
  
more	
  for	
  an	
  
attitudinal	
  shift	
  
than	
  immediate	
  
action,	
  so	
  it	
  
takes	
  time	
  to	
  
see	
  results,	
  but	
  
they	
  can	
  be	
  
powerful.	
  
Very	
  low	
  
ROI	
  Modeling	
   Using	
  a	
  variety	
  of	
  
inputs	
  (both	
  
expenditures	
  and	
  
outcomes),	
  these	
  
tools	
  analyze	
  the	
  
return	
  of	
  
investment	
  for	
  
each	
  tactic.	
  
• Access	
  to	
  
information	
  –	
  
expenditures	
  for	
  
each	
  marketing	
  
tactic	
  
• Access	
  to	
  
information	
  –	
  
outcomes	
  such	
  as	
  
patient	
  volume	
  by	
  
• Marketing	
  budget	
  
optimization	
  
• Tactical	
  
refinement	
  
including	
  
messaging	
  
• Business	
  case	
  for	
  
increased	
  
marketing	
  
On	
  a	
  tactical	
  
level,	
  
depending	
  in	
  
the	
  frequency	
  
of	
  reporting,	
  
actions	
  can	
  take	
  
place	
  with	
  the	
  
next	
  cycle.	
  	
  
Strategically,	
  
Usually	
  very	
  
high	
  given	
  the	
  
need	
  for	
  data	
  
collection	
  and	
  
expertise	
  
required	
  for	
  
modeling.	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  13	
  
	
  
date,	
  case	
  types,	
  
payer	
  mix,	
  
awareness	
  levels,	
  
reputation	
  scores	
  
• Expertise	
  to	
  
compute	
  the	
  
correlation	
  
between	
  actions	
  
and	
  outcomes	
  
expenditures	
   actions	
  likely	
  to	
  
take	
  place	
  each	
  
year.	
  
	
  
	
  
	
  
Taking	
  Action	
  
	
  
These	
  tools	
  represent	
  a	
  variety	
  of	
  proven	
  techniques	
  that	
  healthcare	
  marketers	
  can	
  use	
  to	
  
understand	
  the	
  preferences	
  and	
  needs	
  of	
  customers.	
  As	
  with	
  any	
  type	
  of	
  planning	
  or	
  research	
  
process,	
  how	
  the	
  insight	
  is	
  used	
  will	
  ultimately	
  determine	
  if	
  the	
  voice	
  of	
  the	
  customer	
  is	
  being	
  
heard.	
  	
  
	
  
To	
  find	
  out	
  more	
  about	
  how	
  Gelb	
  can	
  help	
  develop	
  insights	
  and	
  translate	
  insights	
  into	
  action,	
  visit	
  
our	
  webpage	
  here.	
  	
  
	
  
	
  
	
  
	
  
Insight	
  Development	
  for	
  Healthcare	
  
	
  
©	
  2015	
  Gelb	
  Consulting.	
  All	
  Rights	
  Reserved.	
   	
   	
  
Page	
  14	
  
	
  
About	
  Endeavor	
  	
  
Endeavor	
  Management,	
  is	
  an	
  international	
  management	
  consulting	
  firm	
  that	
  collaboratively	
  works	
  
with	
  their	
  clients	
  to	
  achieve	
  greater	
  value	
  from	
  their	
  transformational	
  business	
  initiatives.	
  Endeavor	
  
serves	
   as	
   a	
   catalyst	
   by	
   providing	
   pragmatic	
   methodologies	
   and	
   industry	
   expertise	
   in	
  
Transformational	
   Strategies,	
   Operational	
   Excellence,	
   Organizational	
   Effectiveness,	
   and	
  
Transformational	
  Leadership.	
  
Our	
  clients	
  include	
  those	
  responsible	
  for:	
  
• Business	
  Strategy	
  
• Marketing	
  and	
  Brand	
  Strategy	
  
• Operations	
  
• Technology	
  Deployment	
  
• Strategic	
  Human	
  Capital	
  
• Corporate	
  Finance	
  
	
  
The	
  firm’s	
  50	
  year	
  heritage	
  has	
  produced	
  a	
  substantial	
  portfolio	
  of	
  proven	
  methodologies,	
  deep	
  
operational	
  insight	
  and	
  broad	
  industry	
  experience.	
  	
  This	
  experience	
  enables	
  our	
  team	
  to	
  quickly	
  
understand	
  the	
  dynamics	
  of	
  client	
  companies	
  and	
  markets.	
  	
  Endeavor’s	
  clients	
  span	
  the	
  globe	
  and	
  
are	
  typically	
  leaders	
  in	
  their	
  industry.	
  	
  
Gelb	
   Consulting	
   Group,	
   a	
   wholly	
   owned	
   subsidiary,	
   monitors	
   organizational	
   performance	
   and	
  
designs	
  winning	
  marketing	
  strategies.	
  	
  Gelb	
  helps	
  organizations	
  focus	
  their	
  marketing	
  initiatives	
  by	
  
fully	
   understanding	
   customer	
   needs	
   through	
   proven	
   strategic	
   frameworks	
   to	
   guide	
   marketing	
  
strategies,	
  build	
  trusted	
  brands,	
  deliver	
  exceptional	
  experiences	
  and	
  launch	
  new	
  products.	
  	
  Gelb	
  
can	
  help	
  you	
  to	
  develop	
  and	
  implement	
  the	
  right	
  strategies.	
  	
  Using	
  advanced	
  research	
  techniques,	
  
Gelb	
   can	
   help	
   you	
   to	
   understand	
   the	
   complexities	
   of	
   your	
   market,	
   to	
   develop	
   your	
   strategic	
  
decision	
  frameworks	
  and	
  to	
  determine	
  the	
  best	
  deployment	
  of	
  your	
  resources	
  and	
  technology	
  to	
  
monitor	
  your	
  successes.	
  	
  
For	
  over	
  50	
  years,	
  Gelb	
  has	
  worked	
  with	
  marketing	
  leaders	
  on:	
  
• 	
  	
  	
  Strategic	
  Marketing	
  
• 	
  	
  	
  Brand	
  Building	
  
• 	
  	
  	
  Customer	
  Experience	
  Management	
  
• 	
  	
  	
  Go	
  to	
  Market	
  
• 	
  	
  	
  Product	
  Innovation	
  
• 	
  	
  	
  Trademark/Trade	
  Dress	
  Protection	
  
	
  
Our	
  websites:	
  
www.endeavormgmt.com	
  
www.gelbconsulting.com	
  
www.gulfresearch.com	
  

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Insight Development for Healthcare - Tools for Marketers

  • 1. Insight  Development  for  Healthcare   Tools for Marketers   Gelb, An Endeavor Management Company 1011 Highway 6 South P + 281.759.3600 Suite 120 F + 281.759.3607 Houston, Texas 77077 www.gelbconsulting.com  
  • 2. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  2       Overview     In  today’s  competitive  and  changing  healthcare  landscape,  effective  marketing  and  strategic   planning  requires  customer  insight  as  a  foundation.  In  our  work  with  healthcare  marketers  across   the  country,  we  hear  common  challenges  around  lack  of  budget,  resources  or  ideas  as  to  how  to   best  obtain  this  insight.  More  traditional  methods  of  understanding  needs,  such  as  one-­‐time   surveys  or  focus  groups,  continue  to  be  valuable  today  –  but  are  not  the  only  way  to  understand   customer  needs.       In  this  white  paper,  we  share  a  variety  of  techniques  for  insight  development  in  healthcare.    These   techniques  vary  in  the  amount  of  investment  and  resources  required  so  that  marketers  with  all   levels  of  needs  and  budget  can  add  a  variety  of  techniques  to  their  toolbox.           As  a  starting  place  to  finding  the  most  appropriate  tool,  it  is  important  to  first  consider  the  type  of   insight  that  is  needed:          
  • 3. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  3     Based  on  which  objective  is  most  appropriate,  the  tools  on  the  following  pages  can  deliver  needed   insight  with  a  wide  range  of  applications.             Observe  –  Allows  for  highest  degree  of  empathy  by   direct  task  participation     Tools   How  it  Works   Requirements   Applications   Action   Cost  Structure   Contextual   Inquiry   As  patients   complete  task,   ask  probative   questions   • Recruit  patients  in   advance   • Set  up  the  tasks   carefully     • Training  from  external   expert  might  be   required  for  the  first   couple  of  sessions   • User  testing  of   websites     • Patient  education   materials   assessments     Following  each   session,  gather   the  interviewers   to  capture  key   insights   Recruitment,   incentives  and   facility  costs   Chair   Exercise   Sit  in  all  chairs   that  a  patient   sits  in,  take  a   picture  and   assemble  such     • Digital  camera   • Don’t  take  pictures  of   patients   • Refining  processes   • Changing  physical   environment   touchpoints   Typically  takes   follow-­‐up  work   to  refine  the   processes  or   environments   Very  low  cost  –  can   do  internally,  even   with  support  staff   Journaling     As  patients   complete   episodes  in  their   journey,  they   document  their   experience     • Recruit  patients  in   advance   • Provide  patients  with   clear  instructions     • Use  digital  or  paper   journal   • Clinical  Experience   • Volunteer   Experience   • Documenting   Testimonials   • Uncovering   functional  and   emotional  needs     Cycle  time  can   be  several   weeks,   depending  on   the  episode  of   care/service   Recruitment,   incentives  and  time   required  to  code   and  analyze  journals   for  reporting  of   themes  and   recommendations   Process   Auditing   A  trained  auditor   gathers  the   documentation,   stated   processes,  and   executed   processes   • Train  in  audit   principles     • Staff  time  to  allow   observation   • Provide   documentation  for   key  processes   • Contact  Centers   • Clinical  Safety   • Registration     • Other  areas  needing   process  efficiency  or   compliance     Usually  requires   at  least  one   week  of   observation   followed  by   report  out  and   review  with   team   Usually  day-­‐rates   from  consultants   apply  under  a  fixed   fee  structure   Team   Dynamics   A  trained   observer   examines  the   interactions   amongst  team   members   • A  trained  observer   who  can  document   interactions  and   facilitate  team   conversations   afterward   • Connections   between  faculty  and   other  staff   members   • Interdisciplinary   care  teams   • Call  Centers     Perceptions  are   typically   changed   immediately   based  on  the   clarity  of  the   observations   Usually  event-­‐based   rates  from   consultants  apply   under  a  fixed  fee   structure  
  • 4. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  4     Flip  Cam   Ask  selected   patients  to  recall   the  steps  of  their   journey  with  the   use  of  a  clip  cam   • Recruit  patients  in   advance  –  must  be   articulate,  but   unscripted   • Prep  staff  in  advance     • Don’t  record  other   patients   • Video  editing  once   complete     • Improving  the   patient  experience   • Increasing  staff   morale     • Stories  for  YouTube   or  other  advertising   • Training  for  new   staff  members   • Physician  focused   events  (e.g.,  CME)   Very  quickly,  but   patients  will   typically  focus   on  the  positive   in  their  videos   (which  is  still   helpful)   Cost  of  cameras  for   patients;  typically   can  be  recruited   onsite  and  won’t   require  an  incentive     Volunteering   Taking  a  portion   out  of  your  day   to  serve  patients   in  your  facility;   can  ask  patients   about  their   experience     • Permission  and   training  from  your   auxiliary  group   • Finding  the   appropriate  area  for   volunteerism   • Empathy  building   • Identifying  needs   • Mainly  related  to   service   • Gathering  patient   feedback   Service  recovery   can  be   immediate;   longer  term   empathy   building     Really  about  your   personal  time  –   opportunity  cost  to   devote  work  hours   for  this  purpose    
  • 5. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  5         Engage  –  Direct,  Well-­Crafted  Interactions  with  a   Specific  Focus     Tools   How  it   Works   Requirements   Applications   Action   Cost  Structure   Experience   Mapping   Patients  use  a   visual  aid  to   walk  through   each  of  the   elements  of   their   experience     • Recruit  patients  /   physicians  /   volunteers    in  advance   • Experience  map  must   be  complete   • Might  require   interviewers  with  skills   to  elicit  functional  and   emotional  needs   • Digital  audio  recorder   • Can  be  done  in  person   or  via  phone   • Holistic   experience   design  across  all   touchpoints  and   activities   • Identify  areas  of   excellence  to   translate  to   other  areas   • Position  a  new   clinical  center   • Capture  patient   stories  for   training  and   promotion     After  report  is   compiled,   prioritize   improvements   based  on  Basic,   Performance  and   Enchantment   Requirements.     Break  work   streams  into  Care,   Coordination  and   Communication.   Recruitment,   incentives  required   Typically  requires   cost  of  consultant   with  experience  in   completing  this  type   of  work   Staff  time  to  review   results  and  develop   action  plans     Concept   Testing   Can  be  done   through  focus   groups  or   quantitative   survey  (best   practice)   • Proper  questionnaire   design   • Concepts  with  proper   detail  for  evaluation     • Advertising   concepts   • New  services  /   offerings   • Messaging   The  reports   typically  identify   “bad”  ideas,  not   necessarily  the   “best”  idea.    This   is  a  risk  mitigation   approach.   Cost  of  sample,   survey  programming   and  reporting   Decision   Factors     A  quantitative   survey  which   captures  the   level  of   involvement   and  influences   the  patient-­‐ family  used  to   choose  your   facility     • Determine  whether   you  want  to  survey  all   healthcare  consumers   or  only  your  patients   • Questionnaire  design   is  important,  but  can   be  brief  –  two   questions   • Ad  hoc  surveys   for  market   segmentation   • Document  the   level  of  influence   physicians  have   with  specific   service  lines   • Call  centers   Can  be  real-­‐time   with  call  centers,   but  typically   information  is   used  more   strategically  to   allocate   marketing   resources  across   channels  of   influence     Usually  a  fixed  fee   type  of  survey,  with   additional  costs  for   external  sample  (for   broader  market)   Trade-­‐off   Analysis     Quantitative   surveys  which   examine  the   relative   importance  of   attributes  in   designing  or   positioning  a   • Expertise  in  designing   these  efficient,  but   complex   questionnaires   • Software  required  to   execute  these  types  of   surveys  (e.g.,  choice-­‐ based  conjoint   • Optimize  service   configuration  by   segment   • Geographic   distribution  of   services   • Forecast   demand   The  analytical   work  product  is   self-­‐explanatory   in  its  presentation   –  what  matters   most,  to  whom   and  how  likely   they  are  to   Usually  a  fixed  fee   type  of  survey,  with   additional  costs  for   external  sample  (for   broader  market)  
  • 6. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  6     new  service;   estimates  share   of  preference   analysis)   engage   Change   Readiness     Internal  survey   to  explore   willingness  to   change  given   new  strategic   imperatives   • Proper  tool   • Ability  to  deploy   internal  surveys   • Email  address  for  all   employee   communities     • Find  pockets  of   acceptance  and   resistance   • Prioritize   enterprise   rollout  activities   based  on  level  of   resistance  /   acceptance   • Brand  rollouts,   experience   management   and  other   strategic   transformations     While  report   provides  the   insight,  the   follow-­‐up   discussions  are   much  more   critical.    Think  of   these  insights  like   internal  market   segmentation.     Cost  of  tool/vendor   to  execute  such   (would  be  helpful  to   have  third  party   deploy  for   anonymity)     Personality   Profiling   Sophisticated   tools  used  to   highlight  the   stylistic   differences   among  team   members   • Executive  coach  with   certification  in    tools   (e.g.,  Birkman)   • Willing  participants  –   surveys  tend  to  be   long   • Team  building   • Recruiting  for   values   The  rigor  of  the   process  results  in   an  increased   appreciation  of   the  stylistic   differences;  self-­‐ discovery     Costs  per  program   and  number  of   individual   assessments,  but   actually  relatively   inexpensive   Organizational   Culture   Assessment   Typically   proprietary   tools  which   examine  the   stated  values  of   the   organizations   and   organizational   characteristics   • Culture   transformation  expert   with  access  to   advance  tools  and   benchmarks   • Willing  participants   • Confidentiality   requires  a  third  party   to  administer   • Moving  from   one  cultural   orientation  to   future  desired   state  (e.g.,  more   customer-­‐ focused)   • Experience   management   • Building  stronger   organizational   teams   • Rollout  planning   for  strategic   initiatives     The  results  are   clear  in  terms  of   current  state;   typically   behaviors  are   examined  to   contrast  stated   values  versus   actual   demonstrated   behaviors     Customer   Panels   Typically  done   for  consumers,   this  is  an   actively   managed   database  to   pulse   • Research  program  to   keep  panelists   engaged  over  time   • Means  to  recruit   panelists   • Database  to  store   panelist  information   • Concept  testing   • Hot  topics  –   items  of  interest   for  the  survey   period   Results  should  be   available  within   48  hours,  typically   displayed  digitally   on  a  panel   dashboard   Costs  for  panel   incentives,  time  for   panel  management,   cost  for  development   of  the  panel   database  and  survey   tools  
  • 7. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  7     consumers  on  a   variety  of  topics   or  for   recruitment   (e.g.,  demographics)   for  sampling  and  data   appending   Boards   (Traditional)   Engaging   hospital  or   system  boards   provides   strategic   guidance   • Agenda  time  for  the   board  meetings   • Very  focused   presentations  on  the   topic  of  interest   • Priority  of  your  effort   greater  than  other   strategic  issues  they   discuss   • Brand  strategy   • Marketing   strategy   • New  offer   development     • Cultural   transformation   Guidance  is   received   immediately,  but   likely  needs  to  be   filtered;  by   engaging  this   group,  it’s  likely   they  will  expect   results  based  on   their  feedback   Very  low  cost     Online  Focus   Group   Respondents   can  participate   as  their   schedules  allow   by  logging  onto   a  secure  site  for   a  period  of   consecutive   days  to  answer   questions  and   interact  with   the  moderator   and  each  other.     • A  company  specialized   in  hosting  online  focus   groups   • Recruiting  of  qualified   participants   • A  trained  moderator   • Focused  questions  on   the  topic  of  interest     • A  variety  of   applications   similar  to   traditional  focus   groups,  but  ideal   for  busy   professionals  or   remote   participation   The  initial   questions  provide   insight,  but  follow   up  probes  and   discussions  from   the  moderator   are  critical.   Feedback  is   available   immediately,  but   will  likely  need  to   be  filtered  and   summarized.     Costs  for  hosting  the   online  focus  groups   and  participant   incentives  and   recruiting.  An   experienced   moderator  is   recommended.      
  • 8. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  8         Create  –  Facilitated  Activities  and  Insights  for     Co-­Development  of  Strategy  or  Concepts       Tools   How  it  Works   Requirements   Applications   Action   Cost  Structure   Expert  Panel   Subject  Matter   Experts  are   recruited  for  a   facilitated   retreat  to   provide  you  with   direct  guidance   • Recruitment  of   the  SMEs   • Skilled  facilitator   • Literature   review  to   identify  the  right   SMEs   • Facility  (usually  a   destination)  to   host  the  session   • Marketing  strategy   • Brand  strategy   • Market  development   • New  service   development   • Dealing  with  industry   trends   Guidance  is   shared  through   the  process   (usually  one   day)  and  some   action  can  be   taken   immediately   Honoraria  and   offsite  facilities  are   required,  which   may  include   covering  travel   expenses.     Recruiting  the   SMEs  requires  a  lot   of  coordination   and  can  be   outsourced.   Customer   Advisory  Board   Sometimes  done   ad  hoc,  but  the   board  should   come  to  know   each  other  and   have  an  interest   in  the  outcome   (e.g.,  physicians)     • Recruitment  of   the  right  mix  of   advisory  board   members   • Skilled  facilitator     • Meeting  facility,   but  can  be  at   your  hospital     • Broadcasting  the   members  and   outcomes  to  the   greater   community  of   customers   • Taking   immediate   action  on  the   feedback   • Physician  experience   management   • Patient  experience   design   • Policy  and  process   refinement   • Brand  strategy   • Marketing  strategy   • New  service   development   • Deal  with  market   trends   Guidance  is   provided  during   the  session  and   documented  for   further  input   afterwards   The  most  engaged   customers  might   not  require  an   incentive  to   participate.    Costs   of  recruitment  and   facility  vary  as  well.     This  can  be  very   inexpensive  with   the  right  group.   Persona   Development   Personas  are   more   sophisticated   descriptions  of   market   segments.     These  activities   both  create   alignment   around  the   segments  of   interest,  but  also   support   • Insights   regarding  the   segments  of   interest  and   their  goals,   behaviors  and   needs.   • Posting  the   personas  during   other  workshops   • Graphic  talent  to   ensure  personas   are  enriched   • Marketing  teams  for   brand  development   and  messaging   • Operational  teams   for  experience   improvements   • Leadership  for   making  strategic   decisions   Personas  are   more  strategic   by  nature.     Action  will  take   place  with  new   initiatives  and   results  seen   over  time.   Very  low  cost  -­‐   typically  internal   teams  participate   in  the  workshops   and  create  the   posters.    
  • 9. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  9     empathy   development.   with  names,   realistic  images   Story  Boarding   Using  a   framework  like   an  experience   map,   participants  are   led  through  a   series  of   activities  to   recast  the   current   experience  into   a  narrative  of   what  patients   should  say  about   their  experience     • A  common   framework  to   guide  the   “chapters”  of   the  story   • A  designated   facilitator   (doesn’t   necessarily   require  external   expertise)   • Ability  to  break   group  into   smaller  teams  to   focus  on   individual  areas   • Could  also  be   focused  on   creating  a   “headline”  and   the  supporting   story  to   demonstrate   how  the   organization   reached  the   desired  future   state.   • Experience   management  –   physicians,  patients,   donors,  volunteers   • Brand  management   • Improvements  in   process  efficiency   • Call  center,  site  visit   or  other  models  of   conversation   • Vision,  mission   development   •   The  storyboard   creates  a   mechanism  for   the  desired   future  state.    By   creating  the   “story”  actions   become  more   concrete   because  they   are  focused  on   action  rather   than  a  series  of   bullet  points.  By   being  authors,   participants  are   more  likely  to   contribute  to   making  changes   stick.   Very  low  cost.   Huddles   Daily  or  at  least   weekly  meetings   amongst  team   members  to   discuss  KPIs  and   other  areas  of   concern.       • Should  include   cross  functional   teams  working   in  the  same   department   • Agenda  should   be  set  in   advance  and   conversations   structured,  but   don’t  need  to  be   lengthy  (e.g.,  30   minutes)   • Every   • Patient  experience   management   • Dealing  with   operational   challenges  in  real-­‐ time   • Improving  team   collaboration   • Reviewing  expected   needs  over  short   term   • Documenting   recurring  themes  for   resource  requests   Participants  also   take  action.     Through  these   interactions,   teams  are   strengthened   and   management   demonstrates   its  commitment   to  open   dialogue.     Inexpensive,  other   than  the  scheduled   time  required  from   the  cross   functional  teams.     Recommend   conducting  at  the   start  of  the  day.  
  • 10. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  10     perspective   must  be  equally   valued   Benchmarking   Third-­‐party  data   gathering  or   informal   conversations  to   learn  how  peers   are  dealing  with   similar  issues   • Access  to   benchmarking   data  (either   people  or  firm   that  conducts   such)   • Willingness  to   participate  in   the   benchmarking   yourself     • Ability  to  adapt   best  practices,   not  adopt  them   as  each   circumstance  is   different   • Budgeting   • Resource  planning   • Tactical  optimization   • Finding  new  ideas   These  data  are   helpful  in   building  a   business  case,   but  usually  not   directly   applicable.     Studies  may   include  only   “nuggets”  of   guidance  rather   than  dealing   with  your   challenge   directly.     These  are  often   free  to  access   through   professional   organizations.     Conducting   benchmarking  on   your  own  is   recommended   only  for  informal   conversations  as   many  might   perceive  such  as  a   competitive  threat   and  not   anonymous.   Experience   Design   Workshops     Cross-­‐functional   internal   workshops  to   define  key   behaviors  and   changes   necessary  to   meet  customer   needs   • An   understanding   of  the  current   experience  –   strengths  to  rely   on  and  areas  for   improvement   • A  common   understanding   of  existing   service   standards  (may   want  to  begin   workshops  with   a  review  of  this)   • Participants  who   are  empowered   to  make  changes   necessary  to   meet  customer   needs   • Experience   management  –   physicians,  patients,   donors,  volunteers   •  Identify  areas  of   excellence  to   translate  to  other   areas   • Team  building   • Personal  action   planning       Categorize   needs  into  Care,   Coordination   and   Communication.   Guidance  is   shared  through   the  workshops   and  some   action  can  be   taken   immediately   (quick  hits)   while  others   require  long-­‐ term   investment  or   changes.   Recommended   that   participants   create  personal   action  plans.   Typically  requires   cost  of  consultant   with  experience  in   facilitating  this   type  of  workshop.   Time  required   from  the  cross   functional  teams.          
  • 11. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  11       Monitor  –  Track  Longitudinal  Results  to  Measure  How   Well  Improvements  Have  Stuck       Tools   How  it  Works   Requirements   Applications   Action   Cost  Structure   Satisfaction   Surveys   Patients  and   physicians  are  sent   a  questionnaire   after  their  episode   of  care  or  at  a   timed  period   • List  development   • Vendor  to   administer  the   program   • Determination  of   the  frequency  of   surveys   • Patient/physician   experience   improvement   • Benchmarking   against  other   similar   organizations  or   across   departments   Limited  to   identifying   trends  in   satisfaction  for   strategic   guidance   Usually  cost  is   set  per   respondent,   along  with  a   project   management   fee  for  the   program   Experience   Dashboard   As  patients  /   physicians  go   through  each  step   of  their  experience,   an  automated,   brief,  questionnaire   is  distributed  for   real-­‐time  feedback.   • System  for  data   collection   • Interface  /  input  to   determine  when   activities  are   undertaken   • Algorithm  to   ensure   respondents  are   over  surveyed   • Designating   individuals  who  will   respond  to  issues   during  escalation   • Physician  referrals   • Physician  events   • Call  centers   • Patient  education   events   • Public  education   events   • Post-­‐referral   communication   • Discharge   feedback   • Outpatient  clinics   The  true  value   is  responding  to   service   recovery  issues   in  real-­‐time  –   which  actually   increases   satisfaction  and   loyalty  scores   Fixed  costs  for   the  system   Social  Media     Online  systems   designed  to  capture   mentions  and   sentiment  of  social   media  posts   • Social  media   monitoring  system   • Simple:  Google   Alerts   • Sophisticated:   Radian6     • Demonstrate,  in   part,  Share  of   Conversation   through   marketing  and  PR   efforts   • With  more   advanced   systems,  you  can   escalate  issues  for   service  recovery     • Draw  comparisons   across   organizations     • Determine  the   associated   terms/words  used   to  describe  your   brand   Demonstrates   the  importance   of  managing   the   conversations.     As  such,   without  service   recovery,  these   are  more   strategic.   Some  of  these   tools  are  free;   others  require   subscription  for   which  the  cost   is  based  on  the   number  of   terms   reviewed,   which  should   include  brands   of  interest  and   treatment   related   keywords.  
  • 12. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  12     Brand  Equity   Quantitative  survey   used  to  illustrate   levels  of   awareness,   preference,   reputation  and   loyalty.     • Carefully  crafted   questionnaire   which  normally   requires  an   external  vendor   • List  development  if   you  want  to   compare   perceptions  of  your   employees,   affiliated  physicians   or  patients   • Statistical  analysis   to  constrast   performance  of  the   brands  and  which   attitudes  drive   desired  outcomes   • Brand  strategy   development   • Related  marketing   activities  and   investments  to   outcomes   • Level  of  internal   alignment  around   what  your  brand   stands  for   • Demonstrate  the   value  of  your   brand  to  potential   affiliates   More  strategic   as  it  takes  much   effort  to  change   attitudes;  can   be  used  to   make  the   business  case   for  additional   marketing   investments   Cost  of  survey   design,   deploying  and   reporting.     Typically   requires  an   external  vendor   who  likely   charges  fixed   fee  for  report   plus  variable   amount  per   respondent.       Patient   Queuing   Systems  designed   to  “track”  patients   as  they  enter  and   exit  various  queues   within  the   organization.     Usually  has  some   escalation  feature   for  process   overload,  and  to   allow  patients  to   skip  the  queue  to   the  next  step  to   increase  utilization.     • System  to  provide   the  metrics  and   monitoring   • Connections  to   your  existing   scheduling  system   • Advanced:  Check  in   system  for  patients   (either  RFID  or  card   swipe)   • Outpatient  clinics   • First  day  visits  for   academic  medical   centers   • Physician  referral   queues   • Call  center  queues   Typically  action   is  immediate  as   the  system  will   highlight  issues   in  real-­‐time.   Cost  for  the   system  and   usually  an   installation  fee.     There  are  also     some  workflow   changes   required.   Comment  Wall   Staff  post   comments  on  dry   erase  board   regarding  positive   feedback  from   patients   • Dry  Erase  board   • Space  in  a  staff-­‐ only  environment     • Willingness  to   contribute   • Improving  staff   morale   • Sharing  ideas  on   what  makes  an   exceptional   experience     • Trending  over   time  (take  daily   pictures  of  the   board)   This  is  used   more  for  an   attitudinal  shift   than  immediate   action,  so  it   takes  time  to   see  results,  but   they  can  be   powerful.   Very  low   ROI  Modeling   Using  a  variety  of   inputs  (both   expenditures  and   outcomes),  these   tools  analyze  the   return  of   investment  for   each  tactic.   • Access  to   information  –   expenditures  for   each  marketing   tactic   • Access  to   information  –   outcomes  such  as   patient  volume  by   • Marketing  budget   optimization   • Tactical   refinement   including   messaging   • Business  case  for   increased   marketing   On  a  tactical   level,   depending  in   the  frequency   of  reporting,   actions  can  take   place  with  the   next  cycle.     Strategically,   Usually  very   high  given  the   need  for  data   collection  and   expertise   required  for   modeling.  
  • 13. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  13     date,  case  types,   payer  mix,   awareness  levels,   reputation  scores   • Expertise  to   compute  the   correlation   between  actions   and  outcomes   expenditures   actions  likely  to   take  place  each   year.         Taking  Action     These  tools  represent  a  variety  of  proven  techniques  that  healthcare  marketers  can  use  to   understand  the  preferences  and  needs  of  customers.  As  with  any  type  of  planning  or  research   process,  how  the  insight  is  used  will  ultimately  determine  if  the  voice  of  the  customer  is  being   heard.       To  find  out  more  about  how  Gelb  can  help  develop  insights  and  translate  insights  into  action,  visit   our  webpage  here.            
  • 14. Insight  Development  for  Healthcare     ©  2015  Gelb  Consulting.  All  Rights  Reserved.       Page  14     About  Endeavor     Endeavor  Management,  is  an  international  management  consulting  firm  that  collaboratively  works   with  their  clients  to  achieve  greater  value  from  their  transformational  business  initiatives.  Endeavor   serves   as   a   catalyst   by   providing   pragmatic   methodologies   and   industry   expertise   in   Transformational   Strategies,   Operational   Excellence,   Organizational   Effectiveness,   and   Transformational  Leadership.   Our  clients  include  those  responsible  for:   • Business  Strategy   • Marketing  and  Brand  Strategy   • Operations   • Technology  Deployment   • Strategic  Human  Capital   • Corporate  Finance     The  firm’s  50  year  heritage  has  produced  a  substantial  portfolio  of  proven  methodologies,  deep   operational  insight  and  broad  industry  experience.    This  experience  enables  our  team  to  quickly   understand  the  dynamics  of  client  companies  and  markets.    Endeavor’s  clients  span  the  globe  and   are  typically  leaders  in  their  industry.     Gelb   Consulting   Group,   a   wholly   owned   subsidiary,   monitors   organizational   performance   and   designs  winning  marketing  strategies.    Gelb  helps  organizations  focus  their  marketing  initiatives  by   fully   understanding   customer   needs   through   proven   strategic   frameworks   to   guide   marketing   strategies,  build  trusted  brands,  deliver  exceptional  experiences  and  launch  new  products.    Gelb   can  help  you  to  develop  and  implement  the  right  strategies.    Using  advanced  research  techniques,   Gelb   can   help   you   to   understand   the   complexities   of   your   market,   to   develop   your   strategic   decision  frameworks  and  to  determine  the  best  deployment  of  your  resources  and  technology  to   monitor  your  successes.     For  over  50  years,  Gelb  has  worked  with  marketing  leaders  on:   •      Strategic  Marketing   •      Brand  Building   •      Customer  Experience  Management   •      Go  to  Market   •      Product  Innovation   •      Trademark/Trade  Dress  Protection     Our  websites:   www.endeavormgmt.com   www.gelbconsulting.com   www.gulfresearch.com