CompassCare OT Executive Training

1. CompassCare OT Executive Training Training Session 4a, 4b Strategic Planning

2. Implementation Review • How are you doing? • How was your 1:1 meeting with your Executive Coach? • Any Executive ICL issues?

3. Strategic LeadershipFive Elements of a Strategic Plan • Core Values • Mission • Vision • Strategies • Metrics

4. A. Core Values 1. Core Values Defined -The 3 or 4 words or phrases that define who you are that make you uniquely suited to accomplish an objective 2. Setting Organizational Tone 3. Building/Maintaining Culture • Their role in hiring, managing, firing

5. Optimized PRC Core Values • Fighting Spirit • Relevance • Accountability

6. B. Mission 1. Defined (Disciplined Thought) • Revising a right mission: The intersection of who you are and that at which you can be the best in the world • Passion+Skills+Resources=Purpose 2. Implementing a Dream (Disciplined Action) • The role of Mission in Managing Others (Building mission ownership--Passion)

7. Optimized PRC Mission • To erase the need for abortion by transforming women’s fear into confidence

8. C. Vision 1. Defined • What the world looks like from the perspective of your stakeholders once you are done

9. C. Vision Your Stakeholders Include • Patients • Babies • Staff/Volunteers • Donors • Center • Community • God

10. How does OT help fulfill this responsibility at the highest level?

11. Patients • Patients experience a transformation from the fear of the unknown into confidence in the future, beginning to make good decisions with positive outcomes.

12. Babies • Every baby, irrespective of mother’s social situation, has the opportunity to pursue their inalienable right to life, liberty, and the pursuit of happiness.

13. Staff and Volunteers • Staff/Volunteers see that they are effecting the patient’s transformation from fear of the unknown into confidence in the future after having had a baby.

14. Donors • Donors see that for every $1000 given three lives are saved.

15. The Center • The Center sees an average of 1000 at risk women have their babies annually.

16. Community • Community gains economic, physical, emotional, social, moral, and spiritual health.

17. God • God is honored as His investment of life, finances, personnel, etc are used in such a way as to produce the greatest gain possible.

18. C. Vision 2. How to use Vision Statements • Clear (ID Gap-where we are vs where we need to be) • Cascading • Creative • Constant

19. D. Strategies/Approaches 1. Defined: The most effective method to accomplish the mission efficiently 2. Turning staff loose (Freedom within structure)

20. D. Strategies/Approaches 3. Follow the vein of gold (Comprehensive specificity) 4. Interdepartmental Cohesiveness 5. Valuing the visionary aspects of direct reports

21. Optimized PRC Strategy • Develop and maintain accurate and relevant service designed for women at high risk for abortion • Leverage organizational environment made up of three main departments (e.g. Patient Resources, Medical Services, Advancement) to acquire and dispense resources in a linear fashion. • Each department is managed by content experts who each assemble volunteer teams for the purpose of accomplishing the mission as it relates to their respective department.

22. E. Core Metrics 1. Defined: How you know that you are on the right track 2. The Importance of Measuring Progress (accountability) 3. The Importance of Measuring the Right Things 4. The Use of Metrics in Strategy Modification 5. Trends versus Anomalies

23. Optimized PRC Core Metrics • Master Report • See example, next slide

25. Next Steps Review • Brief review of upcoming ICL items