Northstar Planning · Verity Health Group

Enterprise Planning Platform

Nadia — the pilot scope and evaluation criteria we agreed are here, plus the two items we need from your side.

  1. Discovery
  2. Evaluation
  3. Business Case
  4. Security & Legal
  5. Closing
  6. Closed Won
Next step

Approve the pilot scope for two service lines

Nadia Farrow · Due Mar 13

Your journey

Where we are together

  1. Discovery

    Service-line planning pain mapped.

    Feb 4
  2. Evaluation

    Pilot scope pending approval.

    In progress
  3. Business case

    Model built from pilot results.

Your tasks

What we need from you

  • Approve the two-service-line pilot scope

    Nadia Farrow · Mar 13

What we own
  • Send the pilot success criteria

    Priya Raman · Mar 2

Your priorities

What this needs to deliver

  • Standardise service-line planning

    Nine sites plan differently today.

    Target: one shared template

  • Shorten the reforecast cycle

    Quarterly reforecast takes three weeks.

    Target: one week

Resources
Meetings
  • Evaluation criteria workshop

    Feb 20 · completed

Your team
  • Nadia Farrow

    Director, Clinical Finance

Northstar Planning
  • Jordan Lee

    Account Executive

  • Priya Raman

    Solutions Engineer

Endurance Culture
Guided loop · 1 of 5

The rep sees what needs attention

One pipeline view, ranked by what actually moves. No dashboard archaeology.