2. Transition Observation

April 15, 2024

Deborah Kumar

  1. Transitioning from Observation to Action: Developing the Big Picture


As you approach the end of your first month as a Parisi interim healthcare leader, it’s time to consolidate your observations, insights, and interactions into actionable steps towards organizational improvement. Here’s how you can leverage the data and themes gathered to appreciate, recognize, and celebrate successes while addressing areas for growth.


  1. Document Everything


Ensure you’ve diligently documented your observations, one-on-one meetings, and discussions with department leaders. And team members.  Detailed notes serve as invaluable reference points as you move forward.


  1. 2. Identify Themes and Actionable Items


Review your notes to identify recurring themes, both positive aspects and opportunities for improvement.  Start with goals set by leadership and expand to include insights from other departments and your team.


  1. List Supporting Evidence


Under each theme, compile all supporting evidence, including data from relevant departments, your observations, and input from team members. This comprehensive approach provides a holistic view of each issue.


  1. Organize Information


Create an organized framework, such as an Excel file, to catalog themes, details, and the frequency of supporting ideas. This structured approach facilitates clear communication and data-driven decision-making.  Now is the time to create your SWOT report( see the Leadership Blog titled  “The All-encompassing SWOT Analysis).


  1. Present Findings to Leadership


Share your analysis and findings with the executive or leadership team, highlighting areas of alignment and divergence between staff feedback and leadership priorities. Use data to illustrate patterns and underscore the urgency of addressing identified issues.


  1. Gain Direction from Leadership


Seek guidance and direction from the leadership team based on your presentation.  This is the moment when goals may be adjusted or replaced by the SWOT results.  The leadership team’s input will inform the next steps and guide the implementation of necessary changes.


  1. Prepare Team Presentation


Once you’ve received direction from leadership, prepare to present the information and proposed action plan to your team. Transparency and clarity in communication are essential for fostering understanding and garnering support.


  1. Ensure Success through Collaboration


Collaborate with both leadership and your team to implement initiatives aimed at addressing identified issues and building on existing strengths. By working together, you can create a culture of continuous improvement and shared accountability.




Transitioning from observation to action requires a systematic approach grounded in data, collaboration, and effective communication. By leveraging the insights gathered during your first month, you can develop a comprehensive understanding of organizational dynamics and chart a course towards positive change. Stay tuned for the next article in this series, where we’ll delve into strategies for preparing and presenting findings to the leadership team, setting the stage for impactful transformation.