Strategic Planning for Health in the Community

1. Strategic Planning for Health in the Community D. Beth Kennedy, M.S. Laurine T. Charles, M.H.S. S.C. Area Health Education Consortium 19 Hagood Avenue Suite 802 P.O. Box 250814 Charleston, SC 29425-0814 kennedyb@musc.edu charlelt@musc.edu

2. Developed as part of an Enhanced AHEC Community Partnership for Health Professions Workforce and Educational Reform project funded by the Health Resource and Service Administration (HRSA)

3. Objectives • Strategic planning models • Elements of strategic planning

4. Community Strategic Planning • Mapping the way to health

5. Why Strategic Planning • Communities, health care organizations, changes in health care industry • Charting the way for improved health • Reviewing external influences and determining how to integrate strategic behaviors into planning

6. Basic Questions to Answer • Who are we? • Where are we now? • Where are we going? • How do we get there?

7. Critical Steps • Establish common values, mission, aims • Examine internal environment • Examine external environment • Develop strategic plan for intervention

8. Establishing Shared Values, Mission, Aims Who we are? Where we are now? Where are we going? • Vision Statement • Mission Statement • Statement of Values

9. Internal EnvironmentSWOT • Strengths • Weaknesses • Opportunities • Threats

10. Internal Environment Assessment Tools • The Civic Index • Asset Mapping • The Outcomes Toolkit • Guided Dialogue

11. External Environment Assessment • Environmental threats to health • Changing demographics • Disparities in health • Technology and economy

12. Developing the Plan • Goals • Objectives • SMART • Strategies • Action Plans

13. First applied in Japan to improve production Data driven Quality hallmark Focus on process Applied to health care over the last decade Many names CQI, TQI, TQM, CI Institute for Healthcare Improvement: Model for Improvement Continuous ImprovementAnother Tool for Planning

14. What are we trying to accomplish? How will we know a change is an improvement? Model for Improvement Act Plan What changes can we make to get an improvement? Study Do

15. What do we wish to accomplish? How will we know an improvement has been made? What will we change to create the improvement? Our AIM Our MEASURES Our Learning Cycle (PDSA) Model for Improvement : A Simple Guide for Planning

16. Plan, Do, Study, Act P: Who,What, When D: Implement and measure S: Study data and reflect A: Determine next step to hold gain and improve Creating new knowledge Short cycles Small successes PDSA Learning Cycle

17. Developing the Plan • Group construction • Data collection • Defining who, what, when, and resources • Drafting, reviewing, and approving

18. Format of a Strategic Plan • Outline • Goals • Objectives • Strategies/Action Plan • Timeline • Budget • Accountable Persons or Groups

19. Inclusion of all viewpoints Trust and acceptance Insider / outsider Tuft Resource utilization Recognizing the natural power bases Understanding and appreciating differences Dynamics of Community Planning

20. Summary • Planning for improving the health of a community requires a systematic, strategic approach. • Building a healthy community requires a shared vision, mission, and aim. • Planning preparation assesses both the internal and external environment.

21. Summary, Continued • Many methods are available for developing a strategic plan, but all share common characteristics that ad structure and direction to the planning process.

22. Discussion Time • Using the SCORECARD for your community, identify an environmental threat and discuss how you would go about constructing a strategic plan for improvement.