TOOLKIT
Run it yourself.
Workbook, step-by-step guide and editable templates. Download, then use with your team.
From $249, one-time.
OPERATIONS BUNDLES
Start where it hurts.
Get the tools to fix it.
Six practical bundles for behavioral health facilities, built from real operations work and ready to use on Monday. Run it yourself, get a second set of eyes, or bring us in to do it with you.
Sales opening soon.
Prices are set. Checkout opens shortly. Until then, ask us about any bundle and we’ll follow up when purchases open.
Pick your level of help.
Every bundle comes in three tiers. Same tools in each. The difference is how much support comes with them.
GUIDED · MOST POPULAR
Run it yourself, with a second set of eyes.
Everything in Toolkit, plus a 60-minute kickoff call, a written review of your completed workbook and 30 days of email questions.
From $995, one-time.
PARTNER
We do it with you.
Everything in Guided, plus a workbook set up from your facility’s data, a staff training session and check-ins at 30, 60 and 90 days.
From $3,500. Scoped to your facility. Limited openings each month.
Started with the Toolkit? Your Toolkit price counts toward Guided or Partner for 60 days.
Six areas. Pick the one costing you the most right now.
01 / FIRST EDITION PREPARED
Workflow Review & Operational Efficiency
Tasks fall through the cracks. Teams duplicate work. Nobody is sure who owns the next step.
Designed for
Facility leaders and operations teams working across departments.
Clarify ownership, identify bottlenecks, and build a more consistent daily rhythm.
Ask About This PackageINCLUDED RESOURCES
- Workflow assessment and process-mapping workbook
- Roles and handoff agreement tracker
- Priority action and implementation tracker
- Six-page implementation guide with pilot and readiness checklists
- Editable charter, observation, handoff, and rollout templates
Personalized consulting
Workflow assessment and prioritized recommendations can be scoped separately. It is not included in the downloadable bundle unless explicitly agreed.
Toolkit from $249, one-time. Guided and Partner tiers available. Sales opening soon.
02 / FIRST EDITION PREPARED
Policy Review & Implementation
Written policies and day-to-day practices drift apart, leaving staff without clear guidance.
Designed for
Operations leaders and department managers updating internal procedures.
Translate operational expectations into usable procedures and a clearer rollout.
Ask About This PackageINCLUDED RESOURCES
- Policy inventory and gap-review workbook
- Rollout and staff acknowledgment trackers
- Six-page operational implementation guide
- Editable policy, SOP, training, and approval templates
- Local policy ownership and approval steps; no automatic compliance determination
Personalized consulting
Review of selected operational policies and rollout planning can be scoped separately. It is not included in the downloadable bundle unless explicitly agreed.
Toolkit from $249, one-time. Guided and Partner tiers available. Sales opening soon.
03 / FIRST EDITION PREPARED
Food Service Operations
Inconsistent ordering, unclear portions, and food waste make service harder to manage.
Designed for
Residential facilities, food service leads, and purchasing teams.
Create a more repeatable approach to meal planning, ordering, and kitchen accountability.
Ask About This PackageINCLUDED RESOURCES
- Menu-planning and ingredient-ordering workbook
- Approved-yield and purchase-pack calculations
- Food waste and optional waste-cost tracker
- Eight-page operations guide with kitchen checklists
- Editable SOP and training records using your locally approved procedures
Personalized consulting
A review of your food service workflow can be scoped separately. It is not included in the downloadable bundle unless explicitly agreed.
Toolkit from $299, one-time. Guided and Partner tiers available. Sales opening soon.
04 / INVENTORY TOOLKIT
Inventory Management
Organize your item catalog, establish consistent location counts, and review replenishment needs in purchase packs.
Designed for
Facility supply coordinators, operations managers, and purchasing teams.
A practical first edition with an Excel workbook and implementation resources.
View the Inventory ToolkitWHAT’S INCLUDED
- Item catalog and location stock planner
- Reorder point and purchase-pack calculations
- Count reconciliation and approval log
- Nine-page implementation guide
- Editable inventory SOP
- Printable count sheet and weekly action log
Toolkit from $299, one-time. Guided and Partner tiers available. Sales opening soon.
05 / FIRST EDITION PREPARED
Supply Chain & Purchasing
Ad hoc purchases, scattered requests, and unclear approvals make spending difficult to follow.
Designed for
Purchasing leads, facility administrators, and supply chain teams.
Standardize requests, clarify approvals, and make purchasing easier to plan.
Ask About This PackageINCLUDED RESOURCES
- Purchase request and approval workbook
- Order, delivery, and partial-receipt tracking
- Ordering calendar and outstanding-quantity review
- Six-page procurement guide with receiving checklist
- Editable procurement SOP and approval records
Personalized consulting
Purchasing workflow review and implementation planning can be scoped separately. It is not included in the downloadable bundle unless explicitly agreed.
Toolkit from $249, one-time. Guided and Partner tiers available. Sales opening soon.
06 / FIRST EDITION PREPARED
Vendor Management & Cost Control
Pricing, service issues, and renewal information live in different places.
Designed for
Owners, finance leaders, and teams responsible for vendor relationships.
Compare options consistently and make better-informed purchasing decisions.
Ask About This PackageINCLUDED RESOURCES
- Quote comparison and purchase-pack cost workbook
- Evidence-based weighted vendor scorecard
- Monthly spend review and variance summary
- Renewal and follow-through tracker
- Seven-page review guide and editable meeting templates
Personalized consulting
A review of selected vendors and purchasing costs can be scoped separately. It is not included in the downloadable bundle unless explicitly agreed.
Toolkit from $249, one-time. Guided and Partner tiers available. Sales opening soon.
Problems rarely come one at a time.
Get related bundles together and save. Toolkit prices shown.
Operations Foundation: Workflow + Policy$399 · save $99
Supply & Cost: Inventory + Supply Chain + Vendor$599 · save $198
Kitchen to Cost: Food Service + Inventory + Vendor$649 · save $198
Complete Library: all six bundles$1,095 · save $499
What every bundle is, and isn’t.
IS
- Excel workbooks, a PDF guide and editable templates you own and can adapt.
- Built for facility leaders and the teams doing the work, not for consultants.
- Kept current: you get edition updates for 12 months.
ISN’T
- Software. The workbooks don’t connect to your systems, place orders or make changes on their own.
- A compliance determination. You decide what your policies and regulators require; the tools help you organize and follow through.
- A place for resident information. Every tool works with counts, items, roles and vendors, never resident or patient records.
Questions
Which tier should I pick?
If you have someone with time to own it, start with Toolkit. If you want confidence you’re doing it right, pick Guided. If nobody has the bandwidth, Partner.
Can I upgrade later?
Yes. What you paid for the Toolkit counts toward Guided or Partner for 60 days after purchase.
What format are the files?
An Excel workbook, a PDF guide and editable templates.
Do I need special software?
Microsoft Excel.
Can I use it across multiple locations?
Yes. One purchase covers your organization and all of its locations. Please don’t share or resell the files outside your organization.
Why are Partner openings limited?
Partner work is done by the same person who built the bundles. We take on a small number of new facilities each month so each one gets real attention. When we’re full, we’ll let you know when a spot opens.
Is Partner available everywhere?
Partner is delivered virtually.
NOT SURE WHERE TO START?
Tell us what’s
getting in the way.
We’ll point you to the right bundle, even if the answer is “you don’t need one.” Please don’t include patient records or sensitive health information in your message.