Resource Library

Curated tools and guides to support organizational excellence in behavioral health and community wellbeing. Scan QR codes for instant electronic access.

Free resources authored by the Wellbeing In Action team.

Cover of Organizational Analytics Capability Model health care self-assessment handbook.

Funded by:

SAMHSA

Organizational Analytics Capability Model (OACM)

Self-Assessment Handbook

Handbook + Excel Forms Organizational Capacity Analytics Self-Assessment Data

A self-assessment handbook that helps CCBHCs and behavioral health organizations see how well they use data. It looks at six areas — the questions you want data to answer, your data itself, your IT and work processes, your technology, your people, and your culture — and rates each one on a five-step scale from basic to advanced. Comes with Excel forms your team can fill out.

Download Organizational Capability Handbook (PDF)
Individual Rater Form

An Excel form each team member fills out on their own. For each of 59 practices across the six OACM areas, you pick a score from 1 (basic) to 5 (advanced), note the evidence behind your score, and jot down what it would take to move up a level. When everyone's done, the scores feed into the Team Consolidated Assessment.

Download OACM_Rater_Form_2026.xlsx (Excel)
Team Consolidated Assessment

An Excel workbook that pulls together scores from up to 20 raters. It flags where people disagreed by two or more points so your team can talk through those spots, records the final agreed-on scores with evidence, and builds a dashboard and one-page summary for leadership. Also includes a short readiness check to see if your organization is set up to do the full assessment.

Download OACM_Team Consolidated_Assessment_2026.xlsx (Excel)

Blueprint for Sobering Care in California

Implementation guide & financial planning toolkit

PDF Guide Excel Tool California Sobering Care Implementation Planning

These companion resources support counties, hospitals, and community partners as they design and sustain sobering programs that are clinically sound, financially viable, and aligned with local needs. The implementation guide translates policy and operational considerations into practical steps teams can use together; the Excel workbook helps leadership stress-test revenue, staffing, and capacity assumptions before commitments harden.

Download Blueprint for Sobering Care in California Implementation Guide (PDF)
Download SoberingCareFinancialPlanningTool (Excel)
Graphic for CCBHC Data Journey Mapping Tool 2026 with Excel workbook branding.

Funded by:

Wellbeing in Action

CCBHC Data Journey Mapping Tool 2026

Self-Assessment + Planning Workbook

Excel Workbook CCBHC Data Journey Mapping Quality Measures Action Planning

CCBHC quality reporting depends on data that travels through many hands and systems—from the moment a clinician or front-desk staffer captures it, through storage, extraction, calculation, validation, submission, and ideally back into clinical practice through continuous quality improvement (CQI). This workbook helps teams map that journey end to end, spot fragile handoffs before audits do, and prioritize fixes while timelines tighten. It is designed for calendar-year readiness, including guidance shaped by changes to CDF-AD/CDF-CH denominator logic and the Business Days clarification for I-SERV #1 and #2.

Download CCBHC Data Journey Mapping Tool 2026 (Excel)

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