TechServ RHT Advisory:
Six-Pillar Program Architecture
Drawing on TechServ's proven backbone model — embedding capacity, technology, and financing strategy — this advisory program operationalizes rural health transformation at scale.
Convening & Network Orchestration
TechServ serves as the neutral backbone convener, bringing diverse rural stakeholders into aligned governance structures with clear accountability frameworks.
- Governance charters & MOU design for multi-stakeholder coalitions
- Decision-rights frameworks across hospitals, FQHCs, behavioral health & community orgs
- Facilitation of Indiana GROW Regional coalitions and similar state-level alliances
- Stakeholder mapping & engagement sequencing
Expert Advisory Matchmaking
A curated advisory panel — screened subject matter experts matched to client-specific needs — provides on-demand strategic guidance across the RHTP landscape.
- Advisor roster spanning financing, HIT, workforce, care models & policy
- Needs-based matching via Qualtrics intake assessment
- One-to-one advisory sessions, peer cohorts, and expert panels
- RHTP compliance and CMS reporting guidance
Data, Measurement & Learning Systems
TechServ deploys real-time dashboards and shared evidence infrastructure aligned with federal RHTP reporting standards and CMS performance metrics.
- Shared data systems and interoperability frameworks (EHR/HIE integration)
- CMS-aligned performance dashboards and outcome tracking
- Continuous quality improvement cycle design
- Cross-partner reporting standardization
Care Pathways & ROSC Design
Trauma-informed, recovery-oriented systems of care designed for rural delivery contexts — including peer support integration and closed-loop referral workflows.
- Trauma-informed care pathway design
- Closed-loop referral workflow implementation
- Peer support & lived-experience council integration
- Telehealth, RPM & virtual care enablement
Sustainable Financing Strategy
TechServ braids public, philanthropic, and value-based funding into durable financing structures — demonstrating ROI and supporting grant readiness beyond initial RHTP cycles.
- RHTP grant readiness & funder alignment
- Value-based care & alternative payment model design
- Global budgeting and shared services modeling
- ROI demonstration and cost-avoidance analytics
Workforce Development & Capacity Building
TechServ's C.O.R.E Workforce AI platform and training/technical assistance services build the rural health workforce pipeline — from community health workers to specialist recruitment.
- Community-based workforce pipeline development
- CHW, peer support & care navigator training programs
- Clinical workforce recruitment & retention strategy
- Training & technical assistance delivery (virtual & in-person)
Why Join the TechServ
Advisory Network?
Organizations partnering with TechServ's advisory services gain access to embedded expertise, strategic connections, and proven implementation frameworks — not just advice.
Precision-Matched Expertise
Advisory matching is driven by a structured Qualtrics needs assessment — ensuring clients connect with specialists who have directly relevant experience, not generic consultants.
Backbone Convening Power
TechServ has proven its ability to convene diverse partners across multi-year initiatives. Clients benefit from network effects — access to coalition partners, funders, and policy allies already in TechServ's ecosystem.
Local Insight + Scalable Models
TechServ's unique strength blends community-level knowledge with scalable data and financing frameworks — advisory guidance that is both practically grounded and strategically ambitious.
Real-Time Data Infrastructure
Advisory clients gain access to shared dashboards, reporting frameworks, and evidence systems aligned with CMS RHTP standards — reducing administrative burden and strengthening accountability.
Beyond-Grant Sustainability
Every engagement is designed with long-term durability in mind — braided financing strategies, value-based model design, and sustainability planning that outlasts initial funding cycles.
Fast, Structured Intake
Calendly-enabled scheduling, Qualtrics-powered needs assessment, and expert matchmaking mean organizations move from inquiry to advisory session in days, not weeks.
Cross-Sector Integration
Advisory resources span health, education, workforce, and economic development — reflecting TechServ's cross-sector model and enabling holistic community transformation strategies.
RHTP Compliance Navigation
CMS reporting, state plan alignment, and program accountability requirements are complex. Advisory clients receive direct guidance from experts who know the regulatory landscape from the inside.
Advisory Intake & Matchmaking:
How It Works
A three-stage technology-enabled workflow — combining Calendly, Qualtrics, and TechServ's advisory network — ensures every client is matched to the right expertise quickly and accurately.
Discovery Scheduling
Prospective advisory clients visit the TechServ RHT Advisory page and use an embedded Calendly widget to self-schedule a 30-minute Discovery Meeting. Calendly routing logic categorizes the intake by organization type (hospital, FQHC, public health dept., state agency, etc.) and assigns to the appropriate TechServ relationship lead. Automated confirmation and reminder emails include a pre-meeting Qualtrics survey link.
Needs Assessment
Before the Discovery Meeting, clients complete a structured Qualtrics survey covering: organization type & geographic region, RHTP funding status & state program participation, priority challenge areas (financing, data, workforce, care pathways, governance), organizational capacity & readiness indicators, and preferred advisory engagement format (single session, cohort, embedded). Survey data feeds directly into TechServ's matchmaking decision engine.
Expert Matching & Engagement Launch
Qualtrics responses trigger an automated advisory match recommendation — cross-referencing client needs against the TechServ advisor roster by expertise domain, geographic familiarity, and availability. The TechServ relationship lead reviews the match, confirms with the client during the Discovery Meeting, and books the first advisory session (again via Calendly). Ongoing engagement is tracked in TechServ's program management system.
Qualtrics Needs Assessment — Key Dimension Areas
Organizational Profile
Organization type, state, rural designation, RHTP award status, coalition membership, annual budget range, and existing partnerships. Enables accurate geographic and contextual matching.
Priority Challenge Domains
Multi-select scoring across financing & sustainability, HIT modernization, workforce pipeline, care pathway design, governance & coalition building, data systems, and CMS compliance. Weighted scoring drives advisor match.
Engagement Preferences
Preferred format (one-to-one session, peer cohort, embedded advisor, panel), timeline urgency, internal team capacity, and prior advisory experience. Determines advisory intensity and pacing recommendations.
Platform Integration Details
Three purpose-built platforms work in sequence to deliver a seamless, high-quality advisory experience from first inquiry to ongoing engagement.
- Embedded booking widget on the advisory webpage — no login required for clients
- Routing rules by organization type to correct TechServ relationship lead
- Round-robin scheduling across advisory team to optimize availability
- Automated confirmation emails embed Qualtrics survey link as pre-meeting action
- Calendar sync with TechServ team (Google/Outlook), plus Zoom/Teams link generation
- Post-session follow-up automation triggered 24 hours after meeting
- Analytics: conversion from page visit to scheduled meeting; no-show rates
- Branded survey delivered via Calendly confirmation email — completed before Discovery Meeting
- Adaptive question logic: follow-up questions based on organization type & RHTP status
- Weighted scoring matrix across 8 challenge domains generates advisory match score
- Real-time response dashboard for TechServ relationship leads — visible before the call
- Response data exportable to CRM for pipeline tracking & longitudinal analysis
- Qualtrics XM used post-engagement for advisory satisfaction & outcome measurement
- Compliant with HIPAA-adjacent data handling for health organization information
- Advisor roster database: tagged by domain expertise, geography, RHTP program experience, and availability
- Qualtrics scores auto-mapped to advisor tags — generating top-3 match recommendations
- Relationship lead reviews & confirms match during Discovery Meeting
- Calendly used to book first advisory session directly from within the meeting
- Engagement tracking in TechServ's project management system (hours, outputs, outcomes)
- Advisory cohort grouping: clients with similar profiles invited to peer learning sessions
- Aggregate impact reporting: advisory hours, organizations served, RHTP dollars influenced
Ready to Transform
Rural Health?
Schedule a 30-minute Discovery Meeting. Complete the Qualtrics Needs Assessment. Get matched to your expert.