Executive summary

A diagnostic for deciding which patient engagement offerings have an operating model that can be run, supported and funded at scale, and which should be remediated or stopped. It combines anchored capability scoring, hard gates and unit economics so that a strong average cannot hide a fatal weakness.

What is inside

What this diagnostic covers

The asset defines the inputs it needs, including user journeys, engagement data and service costs, with rules for weak or missing evidence. It provides a weighted rubric with descriptions of what low, middle and high readiness look like, and formulas that keep cash and capacity benefits apart. A gap register turns each shortfall into an owned action. It also includes a calibration protocol for comparing how different raters read the same case, governance gates and KPIs, a fully synthetic worked example with a failure case, and copyable worksheets.

  • Purpose and decision
  • Context and applicability
  • Inputs and evidence
  • Definitions and assumptions
  • Method and analytical logic
  • Current-state assessment
  • Options and business case
  • Recommended design
  • Execution and activation
  • Governance and risk
  • Measurement and benefits
  • Worked example and practice
  • Working tools and references