Outreach Operating Systems Architecture Part 3: Documented Processes and Protocols 

Updated on June 3, 2025

                                                                                                                                                                                                                       © OutreachU, ltd. 

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AI-generated content may be incorrect. ISSUE 12 

  • Can you imagine trying to engineer and construct a bridge or a building without detailed blueprints
  • Can you imagine conducting Advanced Cardiac Life Support ® without using algorithms 
  • Can you imagine taking off in an aircraft without first executing detailed checklist compliance
  • Now, can you image executing effective and consistent healthcare Outreach, without using documented processes and protocols

If you are reading this, you likely are a healthcare professional with interest in (if not a passion for) being effective at your Outreach. It’s also highly probable you are a leader, and nobody needs to remind you about the critical importance of operating Outreach using documented processes and protocols. Yet, you would be surprised that there are some healthcare organizations in the USA that conduct Outreach by winging it. I assure you. Such organizations conduct one-off after one-off after one-off and repeat this chaos-based process year in and year out. This is a guaranteed formula for failure. Don’t let this happen in your healthcare company or organization.

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THE GOOD NEWS 

Many of you are currently utilizing documented processes and protocols for your Outreach initiatives. You operate like how a restaurant franchise organizes its processes and core functions. And what does this manifest? CERTAINTY, CONSISTENCY AND CONTINUITY.

Who benefits most – your customers and your Outreach Operators.

INNOVATION AND AGILITY 

Now, some may believe this is too rigid and structured. Yes, when an Outreaching entity uses well-documented processes and protocols there will be times when these must be adapted, and innovation will rise to the fore. This will happen at higher velocity and higher effectiveness because you are simply fine-tuning existing methods as opposed to working from scratch with no structure or Outreach process framework and foundation in place.

HOW TO EXECUTE OUTREACH WITH A PROVEN SEQUENCE 

When our firm noticed that many clients were not executing their Outreach based on documented processes and protocols and many were in high levels of conflict vs. cooperation with their business partners, we engineered the EXPECTool ™ sequence and a credit-card sized laminated EXPECToolRapidReferenceCard ™. This was originated based on in-depth study of the U.S. Military, NASA, Advanced Manufacturing, and several other high -performing entities. In each sector, how they executed relied on five remarkably consistent stages that occurred in sequence.

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In THE BOOK OF OUTREACH FOR HEALTHCARE and THE BOOK OF OUTREACH FOR AIR MEDICAL TRANSPORT, we provide detail on how to design and utilize the EXPECTool™. But if you simply apply the five-stage-sequence, you can originate Outreach processes and protocols that will elevate your effectiveness and amplify your consistency. Get something like this in your Outreach Operating System. Individuals are counting on you. In doing so, you can bring to them the extraordinary sense of Outreach certainty they deserve.

BE IN TOUCH

I would appreciate learning if you believe the EXPECTool ™ could help your healthcare Outreach efforts and about how you and your organization develop, document, test and utilize your Outreach processes and protocols. Email [email protected] 

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To learn more about the book, the online course, and

the Healthcare Outreach Practitioner LEVEL I Credential

go to

thinkthroughtools.com

or email [email protected]

© OutreachU, ltd. PRESS, ThinkThroughTools, LLC, all rights reserved

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CEO/Drummer at 

Richard M. Obertots, MBA, NREMT-P (ret.) is CEO/Drummer of ThinkThroughTools, LLC. & OutreachU, ltd., based in Canfield, Ohio, USA. He has 45 + years’ experience in EMS, air medical transport and critical care healthcare. He began as a Nationally Registered Paramedic, then Hospital EMS/Trauma Coordinator and Financial Analyst. Rich has instructed full-time at the University level and been a non-stop business creator and owner for more than five decades. He and his companies have operated in nearly every state of the USA, and he’s had numerous healthcare business endeavors throughout Australia and Canada. All of these involved designing and implementing healthcare Outreach Operating Systems, methods and supporting software.

He is the author of THE BOOK OF OUTREACH for HEALTHCARE; How to Grow Revenue by Astonishing the Right Customers Consistently, the newest edition scheduled for limited release later in 2025. He can be reached at [email protected] 330.623.5910.