Lean solutions for hospitals, clinics and other healthcare providers

We are experts at combining assessment, coaching, training and delivery to meet your immediate operational needs and long-term goals

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Mark Clare
Mark Clare
Associate Director, Process Improvement

The kinds of results that some of these Critical Access Hospital (CAH) teams were able to produce [with PHA guidance] tell us that Lean healthcare methodologies can be applied successfully throughout the healthcare industry.

— Don Kelso, Executive Director, Indiana Rural Health Association

My experience with Lean Healthcare training through PHA has helped me to be the "voice of reason" during times of high stress as a hospital administrator. We use Lean techniques in a variety of ways. They have been increasingly useful in our quest to obtain full Meaningful Use of our IT system. We have also utilized Lean in the implementation of our new daVinci Robotic system to efficiently turn over the rooms. The Lean process breaks down a complicated job and shows us where we need to focus to get the most value not only for the facility, but also for our patients.

— Theresa Herman, M.D., CMO, CQO, Dupont Hospital

About Lean First

Purdue Healthcare Advisors' Lean First methodology recognizes that ― for the most part ― the healthcare industry as a whole is not ready for six sigma. But lean process improvement is another story. Hospitals want to hire people who possess lean skills, but many organizations don't have the wherewithal to sustain lean-related successes. Read more about this on Mark Clare's blog post

We do know that sustainable improvement is critical for better patient care and improved efficiencies. That's why we focus on building organizational lean capacity so that practices, clinics and hospitals can keep improving and be better able to tackle the coming changes.

Lean Work At-a-Glance

We work with individual clinics and hospitals, entire health systems, and even participate in regional and national programs such as Partnership for Patients. We work in the areas of primary care, specialty medicine, behavioral health, long term care, and healthcare-related organizations. We have more than a decade of experience using lean to improve patient flow; reduce hospital acquired conditions; enhance patient satisfaction; and make other improvements that drive quality and revenue up and cost down. See some of our case studies.

Recently, PHA has been working with 15 Critical Access Hospitals and Rural Hospitals in Indiana on a multi-year, CMS/state-funded Lean Healthcare Transformation Initiative to develop lean thinking within the organizations by applying PHA's Lean First methodology. Several of the hospitals have progressed to the point where they have established lean offices, which we were able to certify in 2019. See Indiana hospital increases revenue by applying lean principles.

We've also spent several years providing value to the CMS-funded Great Lakes Practice Transformation Network to help its members build capacity for ongoing practice improvement. Under several improvement projects (GLPTN+LEAN and two rounds of GLPTN+LDI), we were able to work with members to identify improvement opportunities; conduct Rapid Improvement Events (RIEs); train employers to become LDI Facilitators and Lean Practitioners; and then apply lean methodologies to help members improve metrics for Q4 without major workflow disruption. See GLPTN works with clients to improve MIPS scores and Small Mishawaka practice uses Lean Daily Improvement (LDI) to improve MIPS metric.

Consulting & Project Facilitation

PHA engagement always starts off with a strategy discussion to determine how we can best create value by fostering lean skills within your organization followed by a deployment plan (usually a combination of training, improvement events, and project management), and concludes with a solid plan to ensure improvements are sustained and continue to be refined. See our Three Building Blocks of Lean.

Training & Certification

Our Lean First program offers four levels of training and certification:

Lean Daily Improvement (LDI) Facilitator — Runs a continuous improvement project at the point of service. Participants learn how to choose a key performance metric; collect and display data visually; run team huddles to get to root causes; assign corrective actions; and keep the process moving. No prerequisite courses required. This training is available online.

Lean Practitioner ― Plans, delivers and facilitates-to-closure Rapid Improvement Events. Participants facilitate one-to-five day improvement events and ensure that LDI becomes a habit at the point of service. A Lean Practitioner bridge course is an option for those who have earned a Lean Yellow or Green Belt. No prerequisite courses required.

Advanced Lean Practitioner ― Facilitates Value Stream Management (VSM) and complex RIEs to ensure that successful solutions spread across the organization. Participants take on broader responsibilities to ensure that successful solutions spread across the organization. LP Certification is a prerequisite.

Lean Leader ― Offers advanced lean skills and experience to plan and facilitate organization-wide adoption of lean thinking, management systems and culture. Lean Leaders play a fundamental role in using lean to move key operational, clinical and financial metrics and build a continuous improvement culture. ALP Certification is a prerequisite.

Pilot Programs

Please Contact Mark Clare if your organization is interested in providing input on, or participating in, our upcoming Six Sigma Data Science and/or Lean Leader pilot programs.

Lean First
Organizations that link strategy, deployment and continuous improvement have the most success with lean.
PHA Direct

PHA provides a combination of assessment, coaching, training, and delivery to meet your immediate operational needs and long-term goals. PHA Direct is our online platform for instruction, coaching and community building that adds convenience, flexibility and seamless collaboration options.


All participants in the Lean First program gain access to Connect, our online community of practice devoted to excellence in healthcare. 


You also have the option of pairing Lean First with kCards, a micro-learning approach to soft-skills development and lasting behavior change. 

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