Through a series of six monthly interactive learning sessions, this learning collaborative provides participants with guidance to successfully navigate the process of building or renovating facilities. To facilitate these learnings, Capital Link offers a variety of valuable tools and resources, both publicly available and Capital Link-developed, throughout this collaborative. 

Introductory Session: Introduction to Capital Projects: Planning, Financing, Completing/Readiness and Planning - Organizational and Financial    

Recording | Slides

This introductory webinar serves as an overview of our Capital Projects Learning Collaborative. This session also includes suggestions for organizational readiness, select financial and operational benchmarks, financial capacity, and how to begin planning for your capital project.  


Planning - Evaluating Your Market and Determining Your Operational Model and Space Requirements     

Recording | Slides                          

For this session, health centers will learn the benefits of a market assessment and resources available online. A market assessment describes a center’s service area in geographic and demographic terms, identifies opportunities for growth, evaluates competition, and estimates potential demand for services. It also documents and justifies the health center’s growth plan and provides the basis for projecting patient visits.


Planning - Developing a Business Plan and Financial Forecast               

Recording | Slides  

The financial forecasting stage is when participants will begin strategically considering the balance between debt financing and fundraising (equity) for the project. It builds upon data collected in the market assessment, information from the program and staffing plan, and estimated project costs generated from the space plan. We will examine each section of the plan, with an emphasis on the details of the financial forecast since it serves as a primary component of the business plan.

Funding - Evaluating Your Financing Options and Fundraising Plans                   

Recording | Slides

This session will explore the funding options available to finance the projects, and how best to compare and secure funds from a variety of sources. We will also discuss potential public and private funding sources, and whether to consider undertaking a capital campaign, including how and when centers should consider professional fundraising assistance. The discussion will then focus on the process of working with lenders, and how health centers can best prepare and negotiate.
                                

Design & Development - Assembling and Managing a Project Team  

Recording | Slides                

In this session, participating health centers will learn how to assemble a team with the appropriate skills to manage the project which includes its own staff as well as professionals. While complex projects may justify larger, more diverse project teams, all projects require defined roles and responsibilities for specific personnel to ensure attention to the multitude of details and tasks. Identifying those on your staff with appropriate expertise, interest, and capacity to partner with external specialists is key to a successful project.
                                                      
Implementation - Managing a Project and Lessons Learned

For the final session, participants will be provided with expert advice about managing the project itself. Considering the steps and activities discussed thus far, participants will ideally have a good perspective of the level of involvement that both staff and partners may have from planning through implementation. In addition to further addressing planning, construction, and operational phases of a project and how they are interconnected, staff from a health center who have successfully completed a recent capital project will share their experiences, lessons, and suggested best practices.

Date: Tuesday, June 9, 2020, 2-3 PM ET
Presenter: Jonathan Chapman   

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Please direct any questions about this Learning Collaborative to Jonathan Chapman, Chief Project Officer, at This email address is being protected from spambots. You need JavaScript enabled to view it..

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