My Name is Patricia Caplan.

I am a dedicated management consultant with a focus on serving healthcare and other nonprofit service organizations in the San Francisco Bay Area and its surrounding regions. I am also a former health care executive with many years of experience as an operations lead, change agent, mentor, and capacity builder in health care.

From 2012 to 2022, I was the Chief Operating Officer at Mission Neighborhood Health Center. Prior to this, I gained valuable experience working at Freed Associates (FA), a prominent healthcare management consulting firm located in the Bay Area.

I hold an MBA from the Kellogg School of Management at Northwestern University, as well as a Masters in Public Affairs and Latin American Studies from the University of Texas at Austin. My undergraduate degree was in History from Cornell University.

I have capacity to bring in other consultants and technical resources, as needed.

What I Offer

Project Management

  • Stakeholder analysis
  • Project charters
  • Team formation
  • Project plans
  • Work management and coaching
  • Status reporting
  • Issue and risk management
  • Project closing

Training Program Development

  • Specification of competencies needed
  • Design of training materials, group exercises, and assignments
  • Development and communication of training schedule
  • Delivery of training in person or virtually.

Business Process Design

  • Workflow Design and documentation
  • Information system requirements to support new workflows
  • Documentation of training on new workflows

Program & Fund Development

  • Needs assessments
  • Program design with stakeholder input
  • Work plans
  • Evaluation plans
  • Grant proposals
  • Progress reporting

Primary Care Clinic Expansion/Start-up

  • Regulatory approvals
  • Budget development
  • Staffing plans
  • Facility planning
  • Equipment needs
  • Workflows
  • IS/IT set up

Meeting and Workshop Facilitation

  • Agenda planning
  • Stakeholder interviews
  • Development of hand-outs and slide decks
  • Scribing
  • Minutes and action items

How to Get Started

  • I will provide a 1 hour pro bono initial call to understand needs, priorities and timing. I will help you determine a best course of action.

    If we decide to take it to the next step, I will develop a scope of work with deliverables, estimated pricing and high-level timeline.

Schedule Time with Me

Contact Me