The Process

From strategy call to measurable retention outcomes.

A clear, transparent 6-step partnership built for healthcare leaders who want to know exactly what they're investing in — and what they'll get back.

  1. 01

    Initial Call

    A one-on-one conversation to understand the organization's retention challenges, physician population, goals, budget, and leadership priorities.

  2. 02

    Vision & Strategy

    Define what success looks like, clarify desired outcomes, and determine whether cohort coaching, consulting, speaking, or leadership coaching is the best fit.

  3. 03

    Contract, Budget & Timeline

    Finalize scope, contract, timeline, budget, meeting dates, and internal stakeholders.

  4. 04

    Participant Recruitment Strategy

    Work with leadership to define who should participate, how recruitment will work, and what application criteria to use.

  5. 05

    Onboarding & Program Setup

    Set expectations, schedule meetings one year in advance, deploy pre-surveys, and prepare participants.

  6. 06

    Cohort Delivery

    Run live meetings, facilitate discussions, provide monthly prompts, assign book suggestions and homework, create a psychologically safe environment.

  7. 07

    Quarterly Communication

    Provide updates around participation, outcomes, issues, and emerging insights.

  8. 08

    Final Outcomes Presentation

    Deliver a PowerPoint presentation comparing pre-survey and post-survey results, reporting outcomes and ROI indicators, plus recommendations.

Want to share this internally?

The free guide pairs perfectly with this process.

Ready when you are

Build a physician retention strategy women physicians actually want to be part of.

Let's discuss whether the Women Physician Cohort Coaching program, institutional consulting, speaking, or leadership coaching is the right fit for your organization.