Driving Service Line Growth: Strategy, Structure, and Activation
Turn service lines into a coordinated growth engine.
5 live webinars| September 9 to September 18, 2026| 12 to 1 p.m. CT| Recordings included
Pricing
Member rate: $500
Non-member rate: $750 (includes 1-year SHSMD membership)
Leave with frameworks, scorecards, readiness tools and roadmaps you can bring back to your organization.
Who This Course Is For
This course is designed for professionals responsible for service line strategy, planning, growth and activation across health care organizations, including:
- Health care strategy and planning leaders
- Service line administrators and operators
- Marketing, business development and growth leaders
- Physician and clinical leaders involved in service line development
- Network development and market intelligence professionals
Whether you are building a new service line framework or modernizing an existing one, this program is designed to help connect strategic planning with practical execution.
Why This Matters Now
- Margins are tighter and growth is harder to achieve
- Health systems are moving from facility-based thinking to system-wide planning
- Service lines need clearer governance, accountability and activation plans
- Marketing and growth teams are expected to connect strategy to measurable results
When aligned and activated well, they can become engines for sustainable growth.
What You Will Learn
- Identify and evaluate high-impact service line growth opportunities
- Design aligned, system-wide service line strategies across markets and care settings
- Develop governance, operating models and performance frameworks
- Build data-driven planning processes and actionable business plans
- Operationalize service line management using standardized workflows and accountability tools
- Assess readiness and execute go-to-market strategies with clear positioning
- Use regional hub-and-spoke models and partnerships to improve access, efficiency and growth
Tools and Resources Included
- Service line planning and framework worksheets
- Service-line Planning Framework âJump Startâ Worksheet
- Business plan and performance scorecard templates
- Service Partnership Agreement template
- Service Line Evaluation Scorecard
- Service Line Readiness Assessment Worksheet
- Positioning and Insights Reflection Guide
- Team Capacity and Alignment Worksheet
- Go-to-Market Roadmap Template
Ready to turn service lines into growth engines?
Register for the course and learn how leading organizations are aligning strategy, structure and activation.
View Pricing and RegisterCourse at a Glance
| Date | Session | Primary Outcome |
|---|---|---|
| Wed, September 9 | Session 1 Making the Most of a Moment for Service Lines |
Define strategic bets and service line opportunities for smart growth |
| Fri, September 11 | Session 2 Transitioning from Mine to Ours |
Develop regional service line strategies that support system-wide growth |
| Mon, September 14 | Session 3 A Framework for Aligned, System-wide Service Line Planning |
Use a practical framework to strengthen service line planning |
| Wed, September 16 | Session 4 From Complexity to Clarity |
Use service line management structures to improve performance |
| Fri, September 18 | Session 5 Build Your Service Line Go-to-Market and Team Readiness Roadmap |
Assess readiness, clarify positioning and build a realistic activation roadmap |
Live Webinar Sessions
Making the Most of a Moment for Service Lines: The Strategic Bets Health Systems Should Consider
Scott Christensen
Managing Director
Kaufman Hall
Zach Jones
Vice President
Kaufman Hall
Full session description
Service lines are going through a revitalization as health systems refocus on âsystemnessâ and double-down on smart growth in the face of decreased reimbursement, higher labor and supply costs, tighter margins, and intensified competition for physicians.
Organized and executed well, service lines can be a strong growth engine for an organization seeking to maintain long-term sustainability. However, successful strategy development and execution requires a holistic strategic approach.
This presentation will explore how organizations can optimize their service lines across the continuum of care, from developing growth plans to optimizing and rationalizing services to identifying potential partnership opportunities.
- Identify key service lines to drive smart growth and define strategic bets across their portfolio to best access profitable and advantageous market areas and opportunities.
- Organize and structure their service lines to support future growth and build effective models of care.
- Assess and realize the value of brand partnerships and improve their brand recognition as providers of high-quality care to elevate service line growth organizations.
Transitioning from Mine to Ours: Developing Regional Service Line Strategies
Travis Ansel, MBA
SCEO
HSG Advisors
Krupa Patel, MS
Senior Strategy Consultant
HSG Advisors
Dr. Terry McWilliams, MD
Chief Clinical Officer
HSG Advisors
Full session description
As health systems continue to grow and consolidate, leaders face the challenge of shifting from a collection of historically competitive facilities to an integrated, collaborative enterprise. This transition requires moving beyond individual facility P&Ls toward a system-based mindset that aligns incentives, governance, and culture around shared success.
This webinar explores how regional hub-and-spoke service line strategies can support that shift by balancing local access with system-wide efficiency. Participants will examine how regional care delivery models can reduce internal competition, strengthen network integrity, enhance market capture, and create sustainable growth for both community sites and tertiary hubs.
- Identify how health systems can develop regional hub-and-spoke strategies for core service lines that maximize geographic care delivery and promote patient capture and retention.
- Determine desirable specialty resources needed for the model and how they should be deployed to support both local care delivery and global network integrity.
- Apply these concepts to systemwide marketing, provider recruitment, and collective measures of success.
A Framework for Aligned, System-wide Service Line Planning
Trinity Gomez
Director, Strategic Analytics
MedStar Health
Jennifer O'Connor, FACHE
AVP Strategic Planning & Growth
MedStar Health
Full session description
What does it take to revitalize service line planning at a leading regional IDN? For MedStar Health, the opportunity to elevate and evolve the approach to service line planning required, commitment to data-driven strategy, a clear and compelling framework, collaboration and physician engagement, and coordinated project sprints and team training to produce thoughtful plans in a reasonable timeframe. Join MedStar Health Strategy & Activation leaders as they share the approach, framework and lessons learned from their recently implemented and enhanced service line planning process. Attendees can follow along using the provided worksheet to review or build their own potential framework, jump starting service line planning evolution at their own organization.
- Evaluate and update their service line strategic planning approach.
- Gather feedback from peers regarding service line strategic planning process and analytics, helping identify best-practices in real time.
- Identify how departmental work can be structured to support real-time team training.
Tools/Resources: Service-line Planning Framework âJump Startâ Worksheet
From Complexity to Clarity: The Service Line Management Officeâs Role in Optimizing Service Line Performance
Stephanie Jackson
Vice President, Service Lines
Tampa General Hospital
Michael Parsons
Sr. Administrator, Service Line Strategic Operations
Tampa General Hospital
Full session description
Discover how the Service Line Management Office (SLMO) brings clarity to complex operations and strategy through centralized resources, standardized workflows, and clear performance expectations. This session offers a practical framework for improving alignment, strengthening decision making, and driving measurable results. Participants are equipped with tools that they can apply immediately.
- Identify how to build and manage a unified hub for tools, templates and performance metrics that enhances visibility, consistency, and decision-making across service lines.
- Gain practical skills in applying process mapping and audit techniques to identify inefficiencies, eliminate variation, and create standardized workflows that improve clarity and reliability.
- Understand how to develop, operationalize, and monitor mutually beneficial internal partnerships that clarify roles, strengthen alignment, and support measurable performance improvement.
Tools/Resources:
Service Partnership Agreement (SPA) Template
A step-by-step guidance for defining expectations, roles, and performance metrics, as well as built-in checklists for ongoing monitoring and feedback.
Business Plan (SOC) Template
A standardized template for developing Service Line Business Plans (Statements of Operations and Capacity-SOC). It covers data collection, financial projections, resource allocation, and performance benchmarks.
Service Line Evaluation Scorecard
A practical scorecard for evaluating service line performance across key metrics, such as surgical volume, financial outcomes, quality indicators, and process efficiency.
Build Your Service Line Go-to-Market and Team Readiness Roadmap
Karmen Horton
Regional Sales Director
Target Continuum
Laila Waggoner
Chief Dot Connector/Strategic Advisor
Strategy for Hire
Janee Wolf
Director of Insights and Strategy
Core Creative
Full session description
Health care marketing leaders are under pressure to bring service line strategies to market faster while navigating staffing constraints, shifting priorities, and increased scrutiny of budgets. Learn to assess service line readiness, clarify positioning, evaluate team capacity, and align resources before activation. Through guided discussion and hands-on exercises, attendees will leave with a practical roadmap that connects strategy, people, and execution in a way that is realistic, focused, and ready to bring back to leadership.
- Evaluate service line readiness by assessing whether service lines are prepared for activation or require additional foundational work.
- Develop clear service line positioning through gathering insights and translating them into focused positioning that supports effective go-to-market strategy.
- Align teams and execution plans by creating a realistic roadmap that connects strategy, team capacity, and activation priorities.
Tools/Resources: Service Line Readiness Assessment Worksheet, Positioning and Insights Reflection Guide, Team Capacity and Alignment Worksheet, Go-to-Market Roadmap Template
Additional Recordings on Growth Strategies
Service Line & Access Growth of the Future: The Old Service Line Is Not the New Service Line
Service line and growth strategies have evolved and accelerated significantly in a short time due to many contributing factors including changes in site of care and payment models, consumer demands set forth by the pandemic, competition for physician talent, and disrupters in the industry. In this interactive session, national health care industry experts representing enterprise strategy and service line planning alongside CommonSpirit Health leadership will share growth, development, and contemporary clinical service line strategies, tools, and concepts to apply across the continuum of care that will help organizations formulate a vision serving as a foundation for success.
Speakers: Lindsley Withey, Managing Director, BDC Advisors and Amanda Trask, SVP Clinical Institutes & Service Lines, CommonSpirit Health
Growth for Scale & Ownership: Different options to develop partnerships
We often track M&A and consolidation in our market. We often think executing these transactions to expand our ownership and control can build scale, synergies, and alleviate cost pressures; but, many organizations that we acquire do quite the opposite: they increase cost pressures driven by eroding margins. Do we need to own and control to build scale, or can we partner just as effectively? We looked to move away from a model of ownership, instead looking to partner. In our journey, we created different tiers of partnerships: contractual, joint operating agreements, and minority ownership (JVs). We encouraged organizations to remain independent and eliminated many of the costs associated with integration and post-acquisition headaches from lack of hitting financial and productivity metrics. Innovative partnership models can yield greater ROI, alternative sources of revenue, and lower capital expenditures on strategic initiatives in a low margin, capital constrained environment.
Case studies on using market and patient insights to accelerate strategic growth
Health systems are facing rising costs, inflation, and staffing challenges, making the need to prepare for uncertain times and build precise strategic growth plans more critical than ever before. During this session, attendees will have a chance to learn how Hackensack Meridian Health and OhioHealth are utilizing market and patient insights to accelerate strategic growth and strengthen marketing plans. They will share best practices and lessons learned for growing market share, driving referral volume, improving network integrity, and optimizing patient flow.
Speakers: David Stephens, SVP, Strategy and Business Development, Hackensack Meridian Health and Ines Vigil, General Manager, SVP, Provider Solutions, Clarify Health
CalvertHealth and Duke Cancer Network: A Powerful Combination Against Cancer and a Lesson in Innovative Collaboration
Learn how a small, independent, rural community hospital in Maryland changed cancer care in their local market by embarking on an affiliation with the Duke Cancer Network in Durham, North Carolina. Hear about how the affiliation formed, how the oncology team worked to garner support from physicians, executive leaders and the board of directors as well as what is working well and where there have been challenges. Consider how this hospitalâs experience can translate to projects you may be working on to bring state-of-the-art care to your community.
Speakers: Kasia Sweeney, Vice President, Strategy and Business Development, CalvertHealth Medical Center and Caroline Hester, Assistant Vice President, Duke Cancer Network, Duke University Health System
Creating a Robust ASC Strategy to Strengthen Physician Alignment, Improve Patient Access and Increase System Margin
Increasing physician alignment, expanding patient access points, preparing for expanded site neutral payments, and growing system profitability are core goals for an effective ambulatory surgery strategy. El Camino Health and The Innova Group will share how they developed an ambulatory plan with a combination of claims data, physician outreach and insight, and rigorous financial and financial modeling to achieve these goals.
Build a smarter service line growth strategy.
Join SHSMD for five live webinars focused on strategy, structure, performance and activation.
Register NowFAQ
Are recordings available?
Yes. Recordings are available for participants unable to attend the live webinars.
What time are the live webinars?
All live webinars are scheduled from 12 to 1 p.m. CT.
Who should attend?
This course is designed for health care strategy, planning, service line, marketing, business development, growth and clinical leaders involved in service line development.
What is included?
Participants receive access to five live webinars, recordings and practical tools including planning worksheets, scorecards, business planning templates, readiness assessments and go-to-market roadmaps.
Does the non-member rate include SHSMD membership?
Yes. The non-member rate includes a 1-year SHSMD membership.