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Strategic Planning: An Essential Tool For the Health Care Professional

Strategic Planning: An Essential Tool For the Health Care Professional. Colleen McClurkin-Birge, MPH, CHES Ron Nakamura, MPH, CHES Tiffany Pang, MPH, CHES Frayne Rosenfield, MPH, CHES Denise Schaefer, MPH, CHES.

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Strategic Planning: An Essential Tool For the Health Care Professional

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  1. Strategic Planning:An Essential Tool For the Health Care Professional Colleen McClurkin-Birge, MPH, CHES Ron Nakamura, MPH, CHESTiffany Pang, MPH, CHESFrayne Rosenfield, MPH, CHESDenise Schaefer, MPH, CHES • Kaiser PermanenteSouthern California Regional Health Education, Health Promotion and Prevention • November 17, 2003

  2. Overview • Kaiser Permanente Overview • Health Education, Health Promotionand Prevention Unit • The Problem – Unplanned or Inappropriate Projects • The Need – Manage the Workload • The Solution – PACT • Implementation • Challenges and Successes • Testimonials for Application

  3. Kaiser Permanente Overview • Nation’s largest non-profit health care provider • Closed, integrated health care system • 8.2 million members nationally • 9 states and DC • The Kaiser Permanente Promise • To consistently provide high quality, affordable health care in an easy and convenient manner with a personal touch • Southern California – 12 medical centers, 3,600 physicians, and over 100 SCAL regional committees

  4. Health Education, Health Promotion and Prevention (HEHPP) Unit • Vision • Integrating innovative health education into the continuum of care • Mission • We provide high quality, cost effective health education, health promotion and prevention services, support and products that link to Kaiser Permanente’s organizational priorities

  5. HEHPP (Cont’d) • 25 Staff, an assistant administrator and a physician advisor • Develop or participate in over 75 programs/projects/committees • Create or revise over 350 publications per year • Web site development

  6. The Problem:Unplanned or Inappropriate Projects • Too many projects • Unplanned projects • Dissatisfied customers • Process unclear to customer

  7. The Need - Manage the Workload • Prioritize and respond effectively • Define the unit’s “book of business” • Effectively triage projects with consultation • Clear and concise process for customers to follow • Increase job satisfaction

  8. The Solution - PACT • Components of PACT • 1) Pre-planning/Information gathering • 2) Senior Staff Project Meetings • 3) How Can We Help? • 4) Debrief with the customer and HEHPP Staff

  9. Project Algorithm Consulting Tool PACT is a process to help define an idea more strongly aligned withKaiser Permanente’s organizational goals Pre-Planning/Information Gathering Senior Staff Project Meeting How Can We Help? Team Talk™ Consult/Refer to Outside Sources Tangible Product Support Services QA: Debrief with Customer and HEHPP Staff (asappropriate) to share lessons learned - Learning Log™

  10. TeamTalkTM • Agree on Objective • Agree on Agenda • Gather Data • Check Objective • Generate Ideas • Criteria for Evaluating Ideas • Evaluate Ideas • Agree and Conclude • Plan Implementation • Review Team Performance • 1. • 2. • 3. • 4. • 5. • 6. • 7. • 8. • 9. • 10.

  11. Implementation • Roll out – how to change the mindset of a unit • Communications for Persuasion Theory (McGuire) • Exposure/attention to the message • Interest/personal relevance of the message • Understanding/personalizing the message • Accepting/remembering and agreeing • Making decisions/behavior based on message • Positive reinforcement/lifestyle change • Training and Implementation • Accountability

  12. Challenges • Identifying the primary client • Client awareness of PACT process and “book of business” • Focusing the project • Obstinate client • Group consensus/layers of approval

  13. Successes • Mutually agreed upon framework for discussion • Solid project • Satisfied customers • Improved job satisfaction

  14. Testimonials for Applications • “PACT provides a framework of questions that can be adapted to lead any project through implementation and evaluation” • “It is a framework that enables a person to think through a project from idea stage to implementation through evaluation before getting to work on it” • “The planning up front saves time, energy, and money during the creation, implementation and evaluation aspects of a project” • “PACT is where we (health educators) take theory into practice”

  15. Contact Information • Colleen McClurkin-Birge, MPH, CHES • Kaiser Permanente • Email: Colleen.A.McClurkin-Birge@kp.org • Phone: (626) 564-3655

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