CapstoneEDU Catalog

New Quest

Direct Dialogue 2.0

  • Coaching By Capstone

  • Community Support

  • 10 Levels

Could you imagine the coach of a championship team not providing feedback to the players? You would likely agree that frequent high quality feedback is required for individuals and teams to reach peak performance.

"Direct dialogue" from a leader is truly just a conversation, or a series of conversations. Even though leaders have a lifetime of experience in conversing, it is with regular frequency that leaders reach out to us for advice on what to say to their employees.  

As well, you don’t have to be a leader for very long to notice that there is variation in how employees behave, perform, and contribute. Providing individualized feedback, positive or corrective, is a key skill to master when you are leading a diverse team toward achieving great results.

And what we learned through coaching hundreds of leaders in this skill is that providing feedback is not just about mastering the skill, but developing the courage (....we call this "mustering the will") to have these conversations.

Some feedback will be more formal, such as annual performance evaluations. Yet, most feedback can be (and should be!) delivered in day-to-day conversations. This course will explore a leadership tactic we term “Direct Dialogue." Through this course, you will master these Direct Dialogue conversations: The Compliment and Call-Out (Informal Daily Direct Dialogue) as well as Positive Coaching and the 5-Point Correction Conversation (Formal Direct Dialogue). We've also included our best advice on scheduled formal feedback in the format of Annual Evaluations and Mid-Year Conversations.

Course Objective: Muster the will and master the skill of effective feedback tactics that fuel performance and results.

Target Audience: All levels of healthcare leaders with any level of responsibility, education or experience

Target Audience: All levels of healthcare leaders with any level of responsibility, education or experience.

Learners without direct responsibility to “hire, fire, discipline, evaluate” employees. While all the content in this course is available to you, we recommend you focus primarily on the training provided in Levels 1, 2, 3, 9 & 10 of this course. If you are in “succession planning” or seeking a role that requires the direct management of employees, then you’ll likely want to complete all levels of this course. You can always return to the course later when the other tactics in this course would be valuable to your leadership position.

Leaders with direct responsibility for managing employees. You'll likely want to complete every mission in this course.

Advanced learners: If you are an experienced leader and/or maybe one that has adopted some or all of these tactics after participating in our live training or reading our book, The Employee Experience, you may select the option to SKIP specific practice activities that are ones you have already mastered in your leadership.

Senior Leaders/Human Resources: You'll likely want to complete every mission in this course. We encourage you to also consider how this content could be “adapted and adopted” for use throughout your entire organization.


Time Commitment: The estimated time to complete the entire program and the related activities is 16 hours. Creating new habits, such as providing regular feedback, requires an investment in learning and an investment in practicing what you learn. A majority of time spent to complete this course will be in planning, practicing, and processing what you learn. Some learning and practice activities can be completed while not at work; other activities are to be performed while at work. You can adjust the course duration to meet your specific needs. As well, we encourage you to engage a “mentor” to assist you with some of the activities within this course.

Course Content: This CapstoneEDU course includes 25 videos (most are less than minutes in length) and 30 downloadable worksheets and resources.

CapstoneEDU Course Category B: $400.00 one-time fee per enrollee for 2 years unlimited access to the current program and any updates made to the content in the 2 year access period.

When training a team of 10 or more, contact info@capstoneleadership.net for special team pricing and team access to CapstoneEDU courses.

New Quest

Work Relationships that Work

  • Coaching By Jane

  • Community Support

  • 7 Levels

You've likely heard the real estate mantra - "location, location, location!" We'd like to propose a leadership mantra - "relationships, relationships, relationships!"

The tactic of rounding is the art of purposeful communication to build relationships and engagement. It is a powerful leadership tool to add to your tool kit.

As the instructor and mentor for this course, I know first hand the benefits of rounding on my leadership, team, and organization. For well over a decade of my years as a healthcare leader, I embraced a habit of rounding each and every day I worked. Just like brushing my teeth, I couldn't imagine not doing it in my day. Rounding wasn't "extra work" - it was how I did my work. 

Through this CapstoneEDU course, Work Relationships that Work, you will create the habit of purposeful, systematic rounding in your leadership. When you do so, you will enjoy the benefits of strengthened relationships and elevated engagement in the years ahead.

Course Objective: Master the tactic of purposeful and systematic rounding to build and strengthen relationships with your key stakeholders and engage them to contribute to the key strategies that will move your team or organization forward to peak results.

Target Audience: All levels of healthcare leaders with any level of responsibility, education or experience; and then mentoring and encouraging employees to learn and use the skill

Course Time Commitment: The hours to complete the learning and the related activities are estimated at 15 hours over 30-60 days. Creating new habits, such as engaging in purposeful conversations, requires an investment in learning; but also an investment in practicing what you learn. A majority of time spent to complete this course will be in planning, practicing, and processing what you learn. Some learning and practice activities can be completed while not at work; other activities are to be performed while at work. You can extend the course duration to meet your specific needs.

Course Content: This eLearning course includes 15 videos (most are 3-8 minutes in length), 27 learning activities, and 20 downloadable worksheets and resources.

Beginner or Advanced Learners: If you are new to leadership or to this content, you'll want to complete every mission in this course. If you are an experienced leader and/or maybe one that has adopted some or all of these tactics after participating in our live training or reading our book, The Employee Experience, you may find select the option to SKIP missions or practice activities that are ones you have already mastered in the past.

CapstoneEDU Course Category B: $400.00 one-time fee per enrollee for 2 years unlimited access to the current program and any updates made to the content in the 2 year access period.

When training a team of 10 or more, contact jen@capstoneleadership.net for special team pricing and team access to CapstoneEDU courses.

New Quest

A Robust Goal Cycle - e-Learning & e-Consulting

  • Coaching By Capstone

  • Community Support

  • 5 Levels

Aligning organizational, departmental, team, and individual goals with key strategic priorities - and engaging employees and leaders in setting and achieving goals - can be the powerful engine a healthcare organization needs for improving every aspect of the organization – finance, growth, quality/safety, patient satisfaction, and employee engagement.

Most organizations have a defined strategic planning cycle and a budget cycle but miss out on the benefits of creating alignment and ownership for achieving strategies via the incorporation of a goal cycle.

While the concept of setting goals may seem like a simple one, there are many evidence-based and high-performance work practices that are available to make setting and achieving goals a robust part of your organization’s leadership framework and a systematic cadence of improvement activities. Setting and achieving goals is grounded in the concepts and activities of continual improvement.

In this course, you will learn the tactics for developing and implementing a robust goal cycle for an entire organization . . . yet would also be valuable for you if you desire a goal cycle for leading your specific division/department(s) within a larger organization.

TARGET AUDIENCE: A healthcare organization leader, usually in a senior leadership position, who is leading the organization's development or improvement of its goal cycle.

FORMAT: eLearning - with Coaching/Consulting Support

This course is designed in a way that can be "self-paced." The estimated eLearning time commitments are outlined below. In follow up to the learning, additional time (which will vary per participant) will be required to apply the learning to plan for, and implement, your new or improved goal cycle. The course outlines the steps for doing so and provides a comprehensive set of resources & examples that you can customize for your organization's use.

Through this course, you'll progress through 5 Levels of eLearning, broken down into 31 "missions"

Level 1 - Getting Started/Assessment - 5 Missions - 1.5-2.0 Hours

Level 2 - Goal Cycle Foundations - 9 Missions - 1.5-2.0 Hours

Level 3 - Organization-Level Goal Cycle Activities - 9 Missions - 2.0-3.25 Hours

Level 4 - Department-Level Goal Cycle Activities - 4 Missions - 1.0-1.25 Hours

Level 5 - Re-Assess and Wrap Up -4 Missions - 0.25-0.5 Hours

PERSONALIZED COACHING/CONSULTING: To supplement this eLearning experience, personalized coaching and consulting is provided in three ways. 1) A "1:1 Coaching" feature built within CapstoneEDU allows for private communications between you and the course faculty; 2) three one hour personal 1:1 coaching/consultation phone or video calls; and 3) a "MyCommunity" feature within CapstoneEDU allows for group interactions between you, course faculty, and other enrollees in the course.

These personalized coaching and consulting services can assist you with goal development/review, goal cycle evaluation, and development/strengthening of your organization-specific goal cycle. If you have questions or require more information about the scope and process for eCoaching/eConsulting available in this course, contact Capstone Leadership Solutions at: //www.capstoneleadership.net/contact-us/

CapstoneEDU Goal Cycle Course Pricing: $5,000 one-time fee per enrollee (NOTE: Since a small "project team" may be designated in your organization to lead the development/improvement of a goal cycle, the "enrollee" can grant access to up to 2 additional team members from the same organization to have access to the course via CapstoneEDU and these team members may participate in schedule coaching calls).

If you'd like to create a payment plan, be invoiced for the course fees, or have questions about payment terms, please contact Capstone via //www.capstoneleadership.net/contact-us/

Nursing Contact Hours: Attendee must attend the full presentations and pass the test to receive the Capstone Leadership Training completion certificate. Contact hours are awarded upon completion of the course. Provider approved by the California Board of Registered Nursing: Provider #16063. Approved for 6.0 Contact Hours.

New Quest

The Resilient Leader

  • Coaching By Jane

  • Community Support

  • 6 Levels

This CapstoneEDU learning module is designed to support you in your efforts to elevate your personal resilience and to lead efforts that positively impact the resilience of others - in your department(s) and/or entire organization.

Through this flexible and experiential approach to adult learning, you'll move through 6 Levels of Learning, broken down into 32 "missions" (. . . bite-sized learning followed by activities of processing/practicing).

You determine your pace throughout the course. The estimated time commitments are:

Level 1 - 4 Missions - 1.25 to 2.25 Hours

Level 2 - 6 Missions - 1.0 to 1.25 Hours

Level 3 - 6 Missions - 1.0 to 1.25 Hours

Level 4 - 6 Missions - 1.0 Hour

Level 5 - 6 Missions - 1.0 Hour

Level 6 - 4 Missions - 0.25-0.5 Hour

Levels 2-3 will guide you through the development of a personal resiliency plan.

Level 4 will focus on department/team resiliency efforts.

Level 5 will focus on organization-side resiliency efforts.

This course is packed with great instruction, as well as great resources/examples - and, a "Community" that will connect you with other leaders also participating in the course as well as course mentor(s).

Nursing Contact Hours: Attendee must attend the full presentations and pass the test to receive the Capstone Leadership Training completion certificate. Contact hours are awarded upon completion of the course. Provider approved by the California Board of Registered Nursing: Provider #16063. Approved for 5.5 Contact Hours.

Beginner or Advanced Learners: If you are new to leadership or to this content, you'll want to complete every mission in this course. If you are an experienced leader and/or maybe one that has adopted some or all of these tactics after participating in our live training or reading our book, The Employee Experience, you may find select the option to SKIP missions or practice activities that are ones you have already mastered in the past.

TEAM DISCOUNT: When training a team of 10 or more, contact info@capstoneleadership.net for special team pricing and team access to CapstoneEDU courses.

New Quest

Communication Planning

  • Coaching By Capstone

  • Community Support

  • 4 Levels

This CapstoneEDU learning module is designed to walk you through the steps toward the creation of a systematic process for communications that are more transparent, impactful, and timely. After assessing your current communication efforts, you'll define the scope of your new or revised communication plan, and then build the plan one element at a time. When employees know where to get information, they can be a more active, versus passive, receiver of information. When leaders consistently follow a well devised communication plan, trusting relationships can flourish.

Through this flexible and experiential approach to adult learning, you'll move through 4 Levels of Learning, broken down into 21 "missions" (. . . bite-sized learning followed by processing/practicing).

You determine your pace through the course. Our suggested timeframe is to complete the course over 30 days (e.g, 1 level per week).

Estimated course time commitments:

Level 1 - 4 Missions - 2.5-3.0 Hours

Level 2 - 5 Missions - 1.5-2.0 Hours

Level 3 - 7 Missions - 1.5-2.0 Hours

Level 4 - 5 Missions - 2.5-3.0 Hour

This course is packed with great instruction, as well as great resources/examples - and, a connection with other leaders also participating in the course.

Nursing Contact Hours: Attendee must attend the full presentations and pass the test to receive the Capstone Leadership Training completion certificate. Contact hours are awarded upon completion of the course. Provider approved by the California Board of Registered Nursing: Provider #16063. Approved for 8.0 Contact Hours.

Beginner or Advanced Learners: If you are new to leadership or to this content, you'll want to complete every mission in this course. If you are an experienced leader and/or maybe one that has adopted some or all of these tactics after participating in our live training or reading our book, The Employee Experience, you may find select the option to SKIP missions or practice activities that are ones you have already mastered in the past.

CapstoneEDU Course Category A: $200.00 one-time fee per enrollee for 2 years unlimited access to the current program and any updates made to the content in the 2 year access period.

When training a team of 10 or more, contact info@capstoneleadership.net for special team pricing and team access to CapstoneEDU courses.

New Quest

Selection & Onboarding

  • Coaching By Jane

  • Community Support

  • 4 Levels

This CapstoneEDU learning module is designed to inspire and equip you with selection and onboarding practices that provide rock-solid first impressions to your new employees while laying down roots that will increase the chances that your newly selected employees will blossom into excellent members of your team.

Through this flexible and experiential approach to adult learning, you'll move through 4 Levels of Learning & Activities by completing 20 "missions" (. . . bite-sized learning followed by processing/practicing). The major content is divided into two main components: Strengthening Your Selection Practices and Strengthening your Onboarding Practices.

Set your own pace as you complete the missions. The estimated time commitments are as follows:

Level 1 - 4 Missions - 2.5-3.0 Hours

Level 2 - 5 Missions - 1.5-3.0 Hours

Level 3 - 5 Missions - 1.5-3.0 Hours

Level 4 - 4 Missions - 0.5-1.0 Hour

This course is packed with great instruction, as well as great resources/examples - and, a connection with other leaders also participating in the course.

Nursing Contact Hours: Attendee must attend the full presentations and pass the test to receive the Capstone Leadership Training completion certificate. Contact hours are awarded upon completion of the course. Provider approved by the California Board of Registered Nursing: Provider #16063. Approved for 6.0 Contact Hours.

Beginner or Advanced Learners: If you are new to leadership or to this content, you'll want to complete every mission in this course. If you are an experienced leader and/or maybe one that has adopted some or all of these tactics after participating in our live training or reading our book, The Employee Experience, you may find select the option to SKIP missions or practice activities that are ones you have already mastered in the past.

CapstoneEDU Course Category A: $200.00 one-time fee per enrollee for 2 years unlimited access to the current program and any updates made to the content in the 2 year access period.

When training a team of 10 or more, contact info@capstoneleadership.net for special team pricing and team access to CapstoneEDU courses.

New Quest

Changing How We Change

  • Coaching By Capstone

  • Community Support

  • 10 Levels

It is reported that 70% of change efforts fail. Those changes that involve behavior changes (e.g., improving quality/safety, morale, the customer/patient experience) are the hardest of all.

Does this sound like your organization (...or department/work unit):


  • Our results are achieved at the level desired
  • Our improvements/changes are achieved as quickly as desired
  • We have confidence and competence as to how to make changes
  • We have clarity as to each person's role and responsibility related to changes
  • We have positive attitudes and optimism about changes
  • We are free and safe to experiment/take risks/make attempts and learn from our failures
  • We have a drive and willingness to change things that aren't yet optimal, even if they are "good"
  • We have the ability to sustain and build on past changes
  • We are focused on the "right" changes (the right quantity and priorities for change)

If that doesn't sound like your organization, you are likely bumping up against one or more of the 7 common challenges to change that we've uncovered in organizations that have coached through transformation change efforts:


  1. The inability to transfer changes into day-to-day operations
  2. The power and distraction of the "whirlwind"
  3. Variation in how people behave, perform, and contribute
  4. The inability to diffuse innovations
  5. "Baggage"
  6. Change fatigue
  7. Senior leadership dysfunction

In this course, you will assess for the signs and symptoms of these 7 change challenges (and have an assessment tool for use in the years ahead), and learn the tactics for overcoming - and even preventing - these challenges from disrupting your efforts to change and improve.

TARGET AUDIENCE: A healthcare organization leader, usually in a senior leadership position, who is leading the organization's efforts to continually improve and advance its strategies.

eLEARNING FORMAT: This course is designed in a way that can be "self-paced." The estimated eLearning time commitments are outlined below. In follow up to the learning, additional time (which will vary per participant) will be required to apply the learning to plan for, and implement, your new or improved goal cycle. The course outlines the steps for doing so and provides a comprehensive set of resources & examples that you can customize for your organization's use.

Through this course, you'll progress through 10 Levels of eLearning, broken down into 48 "bite-sized missions:"

We recommend you pace this course over 8-10 weeks (e.g, approximately 1 level per week).

Estimated course time commitments:

Level 1 - 4 Missions - 1.5-2.0 Hours

Level 2 - 6 Missions - 1.0-2.0 Hours

Level 3 - 7 Missions - 1.25-2.25 Hours

Level 4 - 6 Missions - 1.0-2.5 Hours

Level 5 - 5 Missions - 1.0-1.5 Hours

Level 6 - 4 Missions - 0.5-1.0 Hour

Level 7 - 5 Missions - 0.75-1.25 Hours

Level 8 - 7 Missions - 1.25-2.25 Hours

Level 9 - 1 Mission - 10 minutes

Level 10 - 3 Missions - 15 minutes

CapstoneEDU Category 2 Course Pricing: $400.00 one-time fee per enrollee for 2-years unlimited access to the current course content and any future updates/improvements made to the course in that timeframe.

If you have questions about payment terms, please contact Capstone via //www.capstoneleadership.net/contact-us/

Nursing Contact Hours: Attendee must attend the full presentations and pass the test to receive the Capstone Leadership Training completion certificate. Contact hours are awarded upon completion of the course. Provider approved by the California Board of Registered Nursing: Provider #16063. Approved for 8.5 Contact Hours.

New Quest

Grateful Leadership

  • Coaching By Jane

  • Community Support

  • 4 Levels

This CapstoneEDU learning module is designed to assist you in the mastery of gratefulness by strengthening habits of recognizing, celebrating, and appreciating.

Gratefulness is an important aspect of a positive workplace culture in which people and results can flourish.

Through this flexible and experiential approach to adult learning, you'll move through 4 Levels of Learning, broken down into 18 "missions" (. . . bite-sized learning followed by processing/practicing). The major content is Expanding Gratefulness Opportunities and Acting on Gratefulness Opportunities.

You determine your pace throughout the course. The estimated time commitments are:

Level 1 - 4 Missions - 1.5-2.0 Hours

Level 2 - 5 Missions - 1.5-2.0 Hours

Level 3 - 5 Missions - 1.5-3.0 Hours

Level 4 - 4 Missions - 0.5-1.0 Hour

This course is packed with great instruction, as well as great resources/examples - and, a connection with other leaders also participating in the course.

Nursing Contact Hours: Attendee must attend the full presentations and pass the test to receive the Capstone Leadership Training completion certificate. Contact hours are awarded upon completion of the course. Provider approved by the California Board of Registered Nursing: Provider #16063. Approved for 6.0 Contact Hours.

Beginner or Advanced Learners: If you are new to leadership or to this content, you'll want to complete every mission in this course. If you are an experienced leader and/or maybe one that has adopted some or all of these tactics after participating in our live training or reading our book, The Employee Experience, you may find select the option to SKIP missions or practice activities that are ones you have already mastered in the past.


When training a team of 10 or more, contact info@capstoneleadership.net for special team pricing and team access to CapstoneEDU courses.

New Quest

Setting & Achieving High Standards

  • Coaching By Capstone

  • Community Support

  • 4 Levels

Think of your workplace and the things it hopes to achieve such as being a great place to work and delivering a high quality and very satisfying patient experience. While great systems, technology, and processes are necessary to achieve these outcomes, it is the PEOPLE . . . . operating in accordance to high standards that is the "secret weapon" in the very best healthcare organizations.

Standards set the bar for everyone. What standards do we all strive for in how we behave and perform. High standards, high results. Low (or no) standards, low results.

When standards are high, what then tends to happen is that people begin to expect more of themselves in every situation. As a result, behavior and performance changes in good ways, which subsequently impacts the results.

Because standards are reflected in so many ways, they are, therefore, always “on show” for the public. When outsiders walk into your place of work, it is likely easy for them to tell if this is an organization with high standards. You likely notice it when you walk into other businesses as well.

This CapstoneEDU learning module is designed to support organizations as they learn the tactics for setting standards . . . and then "bringing them alive" to elevate behavior, performance and results!

Through this flexible and experiential approach to adult learning, you'll move through 4 Levels of Learning, broken down into 22 "missions" (. . . bite-sized learning followed by activities of processing/practicing).

You determine your pace throughout the course.

Level 1 - 3 Missions - Getting Started: Introduction & Orientation

Level 2 - 6 Missions - Setting Standards

Level 3 - 10 Missions - Achieving Standards

Level 4 - 3 Missions - Wrap Up: Quiz, Evaluation, Completion Certificate

This course is packed with great instruction, as well as great resources/examples - and, a "Community" that will connect you with other leaders also participating in the course as well as course mentor(s).

Nursing Contact Hours: Attendee must attend the full presentations and pass the test to receive the Capstone Leadership Training completion certificate. Contact hours are awarded upon completion of the course. Provider approved by the California Board of Registered Nursing: Provider #16063. 

Beginner or Advanced Learners: If you are new to leadership or to this content, you'll want to complete every mission in this course. If you are an experienced leader and/or maybe one that has adopted some or all of these tactics after participating in our live training or reading our book, The Employee Experience, you may find select the option to SKIP missions or practice activities that are ones you have already mastered in the past.

TEAM DISCOUNT: When training a team of 10 or more, contact info@capstoneleadership.net for special team pricing and team access to CapstoneEDU courses.