New to PHASE? Start here!

PHASE Onboarding Playbook

Onboarding Playbook

Welcome to the PHASE Onboarding Playbook! Here you’ll find materials to set up a PHASE program at your health center clinic site. Materials are organized by team member role and detail what these team members need to know and do to be successful.


Select a role to access onboarding materials:

Quick Start Documents

Don’t have time to dive into your role-specific resources? These documents are a great place to start.

Participant’s Guide to PHASE

See Resource

PHASE on a Page

See Resource

Building Blocks of PHASE Summary

See Resource

Hear from the PHASE Community

For PHASE Team Leads

Whether called a project manager, QI lead or team lead, this staff member organizes and supports the day-to-day activities that move the needle on PHASE measures. Learn about this essential role from team leads, as well as team members who benefit from their organizational skills.

for Consortia and Consortia members

Regional clinic associations are essential partners that build capacity to accelerate progress. Hear about some of the many ways consortia are supporting their members to succeed in the PHASE initiative.


FOR anyone involved in phase

Joe Young, MD joins us to discuss what PHASE is and how Kaiser Permanente used PHASE to reduce incidence of heart attacks and stroke by 60% among their members.

For leaders

Support from Senior leadership is a critical success factor for organizations engaging in CVD risk reduction. Hear what program participants have to say about the ways in which leaders have supported and leveraged their PHASE work.

For members of the care team

Each care team member – physicians, nurses, medical assistants, pharmacists, care coordinators and front office staff – plays a role in preventing heart attacks and strokes. Hear about the roles and responsibilities of each team member as they “share the care” to improve patient health.

For Clinical Champions

Without a champion to align and focus organizational resources, care transformation efforts can fall short. Listen as PHASE participants articulate the important characteristics of a clinical champion.