Date of Award

Summer 2022

Document Type

Consultancy Project

Degree Name

Doctor of Education (EdD)

Committee Chair

Jeffrey Hamilton


Case Management of the Carolina, a young case management organization, serves patients who qualify for community long-term care services. The organization employs less than 10 people but is struggling to retain qualified case managers. Onboarding, communication, and rebranding were some of the surface issues the owner was facing. Tammy Gordon, a previous and experienced case manager, partnered with me to help remedy some of those problems. Survey research and interview research were used to assist in diagnosing the true cause of turnover. Recommendations for new orientation documents were provided to assist with onboarding. Several virtual platforms were recommended to support effective communication. The proper use of incentives was provided along with ways that included nontangible items. The owner accepted the recommendations and changes were made, but the pandemic affected the overall success of the project. Key deliverables were new employee handbooks, employee disciplinary forms, evaluation forms, new and revised job descriptions, and a rebranded marketing strategy. Keywords: onboarding, communication, incentives, training

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Education Commons