NOW AVAILABLE! The Mental Health Executive® W-2 Conversion Leadership Toolkit

A self-paced guide for Group Practice Owners navigating today’s compliance landscape
A clear, structured path for one of the most important operational transitions your practice will make.

Across the country, group practice owners are navigating increased scrutiny around worker classification, changing labor expectations, and a shifting regulatory landscape. Many are proactively choosing a W-2 model to create stability, sustainability, and long-term support for their clinical teams.

The transition can feel complex when approached alone. The W-2 Conversion Leadership Toolkit brings together every component needed to lead this shift with clarity, grounded leadership, and a well-defined roadmap.

This toolkit reflects the same frameworks, templates, communication strategies, and financial modeling tools I use when supporting practices across the United States. It is designed for owners who want structure, sustainability, and a smoother change process for both themselves and their clinicians.

 What’s Included

Comprehensive Leadership Presentation
A full slide deck covering the four phases of transition, including leadership mindset, culture integration, compensation structure, financial modeling, communication planning, and onboarding.

50+ Page Participant Workbook
A fully structured guide containing worksheets, templates, timelines, scripts, checklists, and implementation frameworks organized in logical sequence.

Six Integrated Guides

1. Strategic Rationale

2. Change Leadership Roadmap

3. Clinician Messaging Packet

4. Communication Playbook

5. MVV Alignment Map

6. 90-Day Transition Plan

Administrative Templates and Tools
Employment Agreement
Offer Letter
Clinical Handbook
Job Description
Job Posting
Job Application
Onboarding Checklists
Total Rewards Summary
Wage Modeling Tool (Excel)
Recurring Expense Budget Tool
W-2 Transition Checklist (Excel)

Step-by-Step Implementation Pathways
Clear 30-, 60-, and 90-day timelines to support your rollout.

 Who This Toolkit Supports

This toolkit is intended for group practice owners who:

• Want to proactively meet regulatory and compliance expectations

• Are transitioning from a contractor model to a W-2 structure

• Want clarity, confidence, and a step-by-step plan for the shift

• Want to communicate transparently and compassionately with clinicians

• Want to build a sustainable compensation and benefits model

• Prefer ready-to-use templates, frameworks, and workflows

• Want a culture- and values-aligned approach to organizational change

Whether you are preparing for this transition or already in the process, these resources provide the structure and support you need to move forward effectively.

 Leadership Approach

This toolkit is built at the intersection of clinical leadership, organizational development, human resources, and compliance. It supports owners in leading change that is transparent, values-driven, collaborative, and strategically sound.

The goal is not only compliance. It is long-term practice health, team alignment, and sustained clinical excellence.

 The W-2 Conversion Leadership Toolkit is now available through The Mental Health Executive.  Click below to purchase and access all materials immediately.

This step-by-step system will include leadership frameworks, communication scripts, compliance checklists, compensation guides, templates, and operational tools crafted from Carla’s deep expertise in clinical leadership, HR, and organizational development.

PURCHASE