Case Study: Magnolia Physical Therapy achieves business continuity and focused execution during COVID-19 with Align

Responding to the COVID-19 Crisis with Planning and Execution in Align

Magnolia Physical Therapy, a New Orleans–based, female-owned physical therapy practice founded by Beth Winkler and Lisa Taglauer, faced an existential challenge when COVID‑19 hit: as an essential, hands‑on provider they kept clinics open but lost about 70% of their clientele, closed one of five locations and had to lay off staff. Seeking better strategic focus and execution, they adopted Align strategic planning software (recommended by their Petra coach) alongside the Rockefeller Habits to rebuild structure and priorities during the crisis.

Using Align, Magnolia centralized priorities, tracked daily progress, and moved key initiatives—like onboarding and virtual physical therapy—online; Beth expanded her onboarding goal from 5 to 15 training videos, put the entire team on Align, and replaced time‑consuming email threads with concise huddles and in‑platform task updates. Align’s visibility and accountability drove faster decision‑making, increased staff engagement, reduced administrative back‑and‑forth, and helped Magnolia stay operational and more efficient while pivoting to virtual services and scaled onboarding.

Magnolia Physical Therapy

Beth Winkler

Chief Executive Officer