Expanding Services: Managing Resources, Piloting Changes, and Scaling Effectively

Last Reviewed: August 27, 2025

What You’ll Learn

Leaders are often tasked with expanding services before the necessary resources are in place. This course emphasizes the importance of pausing to conduct thorough discovery before taking action. It covers strategies for identifying problems or opportunities that need to be addressed, as well as the value of testing data-driven ideas with key decision-makers and influencers. These techniques can increase the likelihood of securing needed resources while pacing the expansion in a way that allows the team and organization time to successfully implement new or expanded services.

Learning outcomes for this course include:

Identify 2 strategies for assessing a program’s needs for growth or expansion
Identify 3 roles or key decision-makers who would be important to meet with to inform growth planning for your program
Describe 3 factors that could influence whether or not to proceed with expansion planning, and how it should be accomplished

What You’ll Earn

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Tools & Resources

CAPC Leadership Efficiency vs Effectiveness Case Example

New

MEMBERS ONLY

Last Updated: August 23, 2025

Efficiency vs. Effectiveness: How to use both concepts to help leaders and teams measure activity and impact. This case study describes how both concepts need to be reviewed by leadership when developing sustainable palliative care programs.

The Case for Community-Based Palliative Care

Last Updated: August 23, 2025

The majority of people with serious illness are neither dying nor hospitalized. So, palliative care needs to be available in all settings outside hospitals—in medical offices and clinics, in post-acute and long-term care facilities, and in patient homes. This publication includes key data on the value of community palliative care, program profiles, and a case example to use with leadership.

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Expanding Services: Managing Resources, Piloting Changes, and Scaling Effectively Course References

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MEMBERS ONLY

Last Updated: August 26, 2025

Course references

The Positive Financial Impact of Hospital Palliative Care

Last Updated: June 23, 2023

In addition to improving quality of care for people living with serious illness, robust palliative care services lead to strong financial performance across many parameters.

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Pilot Project Excellence: A Comprehensive How-to

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Last Updated: August 26, 2025

An article on project management excellence

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Course Directors

Accreditations and Disclosures

Check back soon.

Course Faculty

Tom Gualtieri-Reed, MBA. Partner, Spragens & Gualtieri-Reed.

Lynn Hill Spragens, MBA. Partner, Spragens & Gualtieri-Reed.

Peer Reviewers

Karen Bullock, PhD, LICSW, APHSW-C. Ahearn Endowed Professor, Boston College School of Social Work.

Brittany Chambers, MPH, MCHES. Director, Health Equity and Special Initiatives, Center to Advance Palliative Care.

Niharika Ganta, MD, MPH, FAAHPM. Chief, Palliative Care, University of Pennsylvania Health System; Associate Professor, Perelman School of Medicine.

Donna Stevens, MHA. Consultant, Center to Advance Palliative Care.

Course Artists

Kriota Willberg, MFA-IA, LMT.

Contact information: For answers to frequently asked questions about CAPC courses and CEs, read the Online Course FAQ. For all other questions, please contact support.