• Conducting stakeholder organizational change assessment interviews
• Documenting a stakeholder assessment
• Creating stakeholder resistance management plans
• Creating transition management plans
• Developing & maintaining a detailed communication plan
• Developing communication materials
• Facilitating the distribution of communications to impacted employees
• Facilitating the creation of training materials
• Facilitating design sessions
• Helping to develop governance strategies
• Creating stakeholder impact & influence map
• Creating scaled organizational resistance management map
• Developing individual, agency, & enterprise organizational change management activity & communication management plans

As the single state entity in charge of implementing the Medicaid Program in the state of Maryland, the Maryland Department of Health & Mental Hygiene (DHMH) is responsible for the development & implementation of the Testing Experience & Functional Assessment Tools (TEFT) grant. The implementation of the TEFT grant includes two phases:

• Phase 1 – Field Test a Beneficiary Experience Survey – The populations offered for participation in the field test include Maryland’s 1915c waiver for the aged & disabled, the 1915c waiver for individuals with traumatic brain injury, & the state plan Community First Choice (CFC) population.
• Phase 2 – Demonstrate the Use of Personal Health Records & St&ards Integration – This portion of the project will focus on a coordinated approach to PHR infrastructure & will test the uptake & usage of the e-LTSS st&ard, the harmonization of e-LTSS st&ards with the Office of National Coordinator’s (ONC’s) St&ards & Interoperability (S&I) Framework, & its interoperability with the State’s Health Insurance Exchange (HIE) infrastructure/framework.

As part of the execution of TEFT grant projects, DHMH contracted Momentum to support the Beneficiary Experience Survey project by performing an environmental scan on the populations that would receive the HCBS EoC survey during Phase 1 of the TEFT grant. The populations to be sampled & participate in the survey interviews included the participants of the CFC & Brain Injury Waiver programs. The goal of the environmental scan was to gather data & information on the feasibility of adopting or creating an electronic PHR to incorporate within the LTSS programs. The goal is to obtain data on who would be interested in connecting their PHR or Personal Health Information (PHI) to Electronic Health Records (EHRs) &/or Electronic Medical Records (EMRs), & incorporating these capabilities within the HIE. Specific activities performed by Momentum included: Stakeholder Assessments, Technology Assessments & Recommendations, & Recommending Solutions & Solution Integration with HIE & LTC or LTSS Provider Systems.

As a subcontractor to Revenue Solutions, Inc. (RSI), Momentum was contracted to provide Business Analysis, Technical Analysis/Development, & Organizational Change Management services surrounding the development of a Tax Delinquency Data Warehouse & Case Management System that the City of Philadelphia Department of Revenue will use to open & manage delinquent tax cases with City businesses & residents.  Momentum specifically provided:

• Data Services
  • Data Mapping & Data Loads using SQL Server Integration Services (SSIS)
  • T-SQL Programming
  • ETL from various City of Philadelphia Databases (Relational & Non-Relational)
  • Development of SQL Queries & Reports with XLS/TXT outputs using SQL Server Reporting Services (SSRS)
  • T-SQL Program Performance Tuning
• Requirements Management Services
  • Requirements Definition
  • Process Design
  • Process Re-engineering
• Testing Services
  • Test Plan Development
  • Test Scenario & Data Development
  • Test Execution & Outcome Reporting

As part of the execution of TEFT grant projects, DHMH contracted Momentum to support the Beneficiary Experience Survey project by performing an environmental scan on the populations that would receive the HCBS EoC survey during Phase 1 of the TEFT grant. The populations to be sampled & participate in the survey interviews included the participants of the CFC & Brain Injury Waiver programs. The goal of the environmental scan was to gather data & information on the feasibility of adopting or creating an electronic PHR to incorporate within the LTSS programs. The goal is to obtain data on who would be interested in connecting their PHR or Personal Health Information (PHI) to Electronic Health Records (EHRs) &/or Electronic Medical Records (EMRs), & incorporating these capabilities within the HIE. Specific activities performed by Momentum included: Stakeholder Assessments, Technology Assessments & Recommendations, & Recommending Solutions & Solution Integration with HIE & LTC or LTSS Provider Systems.

The U.S. Fish & Wildlife Service (FWS) has responsibility for the recovery of the federally threatened bog turtle. To best implement recovery actions for the species, the FWS needed to first identify those priority actions necessary for recovery, based on the best available science, & develop an implementation plan for those actions. Because species recovery is dependent on the cooperative actions of many partners, both in the public & private sectors, the FWS also required productive relationships with these conservation partners. The 2011 Bog Turtle Recovery meeting included representatives from all partner groups.  Previously, several partner organizations & the FWS had identified the bog turtle as a “spotlight” or “keystone” species & developed independent funding & habitat restoration initiatives. The purpose of the 2011 Bog Turtle Recovery Meeting was to  provide all partners the same foundation of information & a framework for partnership planning at the regional level.

FWS contracted Momentum to provide overarching meeting preparation & facilitation services for their 2011 Bog Turtle Recovery Meeting.

Momentum participated in three planning sessions prior to the Bog Turtle Recovery Meeting to provide guidance & tactical support in the development of the meeting agenda, goals, strategy, & meeting flow. In preparation for the meeting, Momentum developed the following:

• Registration Sign In Materials
• Feedback Survey (Online & Print versions)
• Issues & Actions Prioritization Activities
• Ground Rules

During the meeting, Momentum assisted the FWS in the following ways:

• Manned the registration booth
• Loaded & executed presentations
• Maintained presentation timer & notified speakers of time remaining (3 min., 1 min., 30 sec. cards)
• Facilitated Issues & Actions Prioritization sessions with the group
• Facilitated a special working group of FWS & State Agencies for planning & actions
• Explained & Managed meeting ground rules

Conrad Siegel provides comprehensive services for employee benefits, including retirement plans, health & welfare plans, postretirement medical plans, & self-funded workers’ compensation funds, as well as investment advisory services through SEC-registered investment advisory firm subsidiary, Conrad Siegel Investment Advisors, Inc.

Conrad Siegel’s IT Department consists of ten staff members.

Over the past several years, Conrad Siegel has undergone a project to move their large portfolio of internally built applications from the legacy technology FoxPro to .NET.  During this multi-year project it became apparent to Conrad Siegel that there are efficiencies to be gained by better underst&ing IT as a service within their organization.  As such, Conrad Siegel requested Momentum to perform an IT Assessment to resolve these issues through aligning & evaluating leadership, placing a more prominent focus on the company’s core values, & moving IT to a more service-oriented role.

Momentum performed the following activities within a comprehensive IT assessment:

• An End User survey to look at IT as a basic service both from a break/fix & customer service perspectives as well as IT as an enhanced service from a planning, business analysis, & project management perspectives
• Stakeholder interviews with all IT team members including group facilitations with the .NET Programmers, Application Development Managers (ADM) & Line of Business (LOB) Liaisons
• Stakeholder interviews with the IT Committee, Partners, & key members of the Conrad Siegel leadership team
• An IT Organizational Questionnaire used to determine the level of effectiveness of IT by underst&ing the inputs & outputs of the IT department—in terms of identifying the gap between formal policies & procedures & actual beliefs & behaviors
• An IT Best Practices Assessment to provide Conrad Siegel a point in time analysis of their provision of IT services against key best practices

As an outcome of the IT Assessment, Momentum developed & delivered recommendations within an Options Analysis Report that enabled Conrad Siegel to underst& the current state of IT as a service & provide a foundation to both consider & justify strategic as well as tactical changes to support their business model & meet their goal which is to ensure that IT provides the necessary services & product to meet the internal needs of Conrad Siegel while being innovative & exceeding the abilities of their competition externally.

The Educational Resources Group of Pennsylvania State System of Higher Education (PASSHE) contracted Momentum to provide facilitation & strategic consultation surrounding the development & implementation of a System-wide virtual university. Momentum worked with the Virtual University Blue Ribbon Committee comprised of key decision makers from all 14 State System universities to gain consensus on what their collaborative e-learning presence should be. The implementation of an enterprise Virtual University meant changes to University leadership, independent university administrative staff, PASSHE staff, & external stakeholders such as students, students’ families, & internet marketers as well. With all 14 universities present, Momentum was able to utilize best practice facilitation techniques to allow for each university to have input into the direction of the virtual university, while providing direction to keep dialog on task to meet the overall goals of each meeting. Additionally, Momentum provided support in the research & development of a Strategic Marketing & Public Relations Plan that was based on industry best practices & current practices of leading online universities including Penn State World Campus, University of Phoenix Online, & the Kentucky Virtual University. At the end of the engagement, the Blue Ribbon Committee successfully submitted a Virtual University business plan to the Chancellor of the Pennsylvania State System of Higher Education & its Board of Governors that represented a fully adoptable Virtual University system for all 14 State System universities & a strategy for statewide adoption by students & their families.

Momentum helped Capital BlueCross (CBC) extend IT Governance & Request Management process knowledge from information management staff to the entire staff. Momentum helped review & refine CBC processes & strategically promote the entire initiative. CBC established an IT Governance & Request Management process to ensure that investments in Information Technology (IT) projects would provide the greatest value to the business. This project primarily included piloting & refining a training program for information management staff that was consequently established as a st&ard CBC IT practice. CBC charged Momentum with completing the second phase of this initiative – the extension of the IT Governance & Request Management process into all business areas.

Momentum helped CBC:

• Encourage early acceptance of the IT Governance initiative
• Establish approval processes for project initiation & the selection of proposed solutions
• Identify vehicles for successful IT Governance communications
• Create support for the ongoing success of the IT Governance process
• Establish an IT Governance & Request Management Compliance Program

The Pennsylvania Tourism Signing Trust (PTST) is comprised of seven trustees representing attractions, gas, food, lodging, camping, the outdoor advertising industry, & a representative for the traveling public as well as a representative from PennDOT & a representative of the Department of Community & Economic Development (DCED).  The purpose of the PTST is to provide the day-to-day administration of the Logo Signing (LOGO) Program & the Tourist Oriented Directional Signing (TODS) Program in accordance with the applicable statutes & PennDOT Guidelines. The Trust is responsible for determining the fees necessary for the administration of the programs, collection of fees paid by the program participants, execution of contracts for construction, engineering & maintenance of signs, paying expenses, & providing for long-term financial viability of the programs by establishing a fund for the replacement of signs as necessitated by casualty or deterioration.  Momentum worked closely with PTST & PennDOT to perform a Current State Assessment of PTST & develop an IT strategic plan that will leverage & allocate PennDOT IT resources &/or systems to improve PTST decision making, particularly surrounding the following types of decisions:

• Maintenance of PTST accounts
• Maintenance of all LOGO & TODS Program participant information
• Processing of participant applications
• Processing of Work Orders for repairs & maintenance
• Execution & maintenance of participant agreements & permits
• Collecting & processing annual fees & compliance forms
• Maintenance of as-built drawings for all LOGO & TODS signs

Pennsylvania Partnerships for Children (PPC) is a statewide, independent, non-partisan, non-profit organization dedicated to improve the health, education, & well-being of children & youth living in the Commonwealth of Pennsylvania. Since 1992, PPC has contributed to public policy development that has helped countless children learn, thrive, & succeed, regardless of their circumstances. PPC public policy goals contribute to its vision to, “…make Pennsylvania one of the top 10 states to be a child & to raise a child,” & currently focus on the following areas:

• Children’s Health
• Child Welfare
• Early Childhood Education
• K-12 Education

In support of its mission & vision, PPC contracted Momentum to facilitate strategic planning activities using the Balanced Scorecard methodology. Momentum subsequently worked with PPC to:

• Develop strategic objectives
• Select measurements based upon industry best practices
• Establish goals & objectives
• Create a Balanced Scorecard
• Facilitate Executive Strategy sessions & workshops
• Develop an implementation plan
• Provide mentoring & oversight activities during the implementation phase of the Balanced Scorecard Approach