About this Learning Activity

NCQA Delegation Effectiveness Series

Learners will navigate decision trees and real-world scenarios to ensure their delegation practices align with measurable value. Whether representing a delegating or delegated organization, learners will discover how effective delegation drives operational efficiency for both sides. This learning activities offers practical insights to strengthen existing arrangements and initiating new arrangements with front-end proficiencies. 

What You Will Learn

Content Topics

• Pre-Delegation Activities
• Sub-delegation Practices
• Decision-Making Criteria
• Arrangement Design Decision
• Indicators of Success

Learning Objectives

• Pinpoint opportunities for delegation.
• Define work activities necessary effective implementation.
• Design delegation arrangements that are centered on value.
• Recognize practices for optimizing the coordination between parties.

Learning Outcomes

By completing this learning activity, learners will be able to:

• Recognize how delegating responsibilities can enhance capacity, reduce costs, and increase impact.
• Identify opportunities to optimize the customer experience for delegating organizations.
• Determine which functions to delegate and which functions to retain in-house.
• Design an infrastructure that enables and prepares the organization before initiating a delegation arrangement.

Who Should Attend

• Executives, supervisors, and coordinators at health plans and managed care organizations.
• Professionals in compliance, public policy, and risk management.
• Professionals in performance measurement, quality assurance, or quality improvement.
• Consultants, contractors, delegates, vendors, and partners of health plans.

Learning Materials and Resources

• Delegation Toolkit
• Presenter Slides
• Recorded Lectures (3 hours)
• Scenarios and Examples
• Quiz

Faculty

Sonia Frazier, MPH, CPHQ 
Sonia Frazier has over 20 years’ experience within healthcare including as Director at a large Medicaid plan, consultant and as Manager/Senior Accreditation Manager at the National Committee for Quality Assurance (NCQA). She has been an NCQA Surveyor since 2012.  Her expertise is in guiding organizations through NCQA accreditation and certification preparation and supporting corporate clients and complex organizations. Sonia joined Managed Healthcare Resources in 2019 as a Healthcare Consultant. Sonia’s experience includes Director for the second largest Medicaid plan in the Philadelphia market for seven years, where she was responsible for accreditation, HEDIS roadmap, audit preparation, disease and case management, quality credentialing auditing, Early and Periodic Screening, Diagnostic and Treatment (EPSDT), and the high medical needs program.  Sonia has worked with Medicaid, Medicare, Adult Basic and SCHIP products.  In 2011, she led the organization in obtaining the distinction of being the first health plan awarded NCQA’s Multicultural HealthCare Distinction. 
Sonia holds a Master of Public Health from Drexel University School of Public Health in Philadelphia, Pennsylvania, and a Bachelor of Science in Biology from the University of Pittsburgh. She is a Certified Professional in Healthcare Quality (CPHQ) since 2020.  

Kimberly Petit, MBA
Kim began consulting in 2017, drawing from her numerous and varied accreditation experiences, she has successfully guided many organizations through the preparation and achievement of NCQA-Accreditation and Certification. Prior to consulting, Kim was the Sr. Director, Head of QM Program, Accreditation, Credentialing and Delegated Credentialing for all Commercial, Medicare and Exchange product lines across Aetna, Coventry and Joint Ventures.  In this role, Kim had accountability for setting strategy and overall execution of the National Quality Program to meet regulatory requirements and maintain NCQA accreditation. Kim has her MBA from the Kellstadt Graduate School of Business at DePaul University and her BS from the University of Illinois, Champaign-Urbana.  Kim serves as a surveyor for the National Committee for Quality Assurance since 2009.  She also served an adjunct professor at the Kellstadt Graduate School of Business, teaching MGT 510: Health Technology, Informatics & Quality, a Health Insurance Industry Perspective.  Kim lives west of Chicago on an organic farm with her husband and son.  In her spare time Kim is an avid tennis player.

Continuing Education

This is a non-accredited activity.

Disclosure of Relevant Financial Relationships

The National Committee for Quality Assurance (NCQA) endorses the Standards of the Accreditation Council for Continuing Medical Education which specify that sponsors of continuing medical education activities and presenters at and planners for these activities disclose any relevant financial relationships either party might have with commercial companies whose products or services are discussed in educational presentations.

For sponsors, relevant financial relationships include large research grants, institutional agreements for joint initiatives, substantial gifts, or other relationships that benefit the institution.  For presenters or planning committee members, relevant financial relationships include the receipt of research grants from a commercial company, consultancies, honoraria, travel, or other benefits, or having a self-managed equity interest in a company; or having an immediate family member or partner with such a relationship.

Disclosure of a relationship is not intended to suggest or condone bias in any presentation but is made to provide participants with information that might be of potential importance to their evaluation of a presentation.

Relevant financial relationships exist with the following companies/organizations:

Faculty:
Sonia Frazier

Kimberly Petit

Additional Planning Committee Members:
Vincent Pereira: None