UMass Academic Health Center Strategic Planning Task Force

1. UMass Academic Health Center Strategic Planning Task Force October 16-18, 2007 Revised 11/01/07

2. Identified Needs • Onboarding process identified lack of joint planning between Health Center and the School, as well as between the Basic Science Faculty and Clinical Faculty • Onboarding process revealed there was no enterprise level plan for a UMass Academic Health Center

3. How do we build our plan? • Process needs to be collaborative and inclusive • Process needs to look beyond formal, legal boundaries of the School and Clinical System • Process should address the divergence among parts of the organization

4. Step 1: Leadership Retreat • 40 Participants from across the Academic Health Center met for 3 days in October • This group included the Executive teams from both the School and the Clinical System, as well as Clinical Science and Basic Science Chairs

5. Participants Demetrius Litwin, MD Randall Long, MD, PhD Thomas Manning C. Robert Matthews, PhD Craig Mello, PhD Joyce Murphy John O'Brien Judy Ockene, PhD Charles Pagnam Kathleen Powers Michele Pugnaire, MD Kenneth Rock, MD Paulette Seymour - Route, PhD Gary Stein, PhD Richard Stanton Michele Streeter John Sullivan, MD Andrew Sussman, MD Stephen Tosi, MD Gregory Volturo, MD Douglas Ziedonis, MD, MPH Dario Altieri, MD Donna Ambrosino, MD David Ayers, MD Harrison Ball, MD George Brenckle, PhD Anthony Carruthers, PhD Michael F. Collins, MD Walter Ettinger, MD Marianne Felice, MD Joseph Ferrucci, MD Robert Finberg, MD TJ Fitzgerald, MD Terence Flotte, MD Michael Green, MD, PhD Allan Jacobson, PhD Robert Jenal Todd Keating Nancy Kruger, DNSc, RN Daniel Lasser, MD, MPH Cheryl Lapriore

6. What took place? • Participants were presented with a set of reference material to ensure everyone was on the same page • Participants had the opportunity to bring current issues, potential barriers, and potential solutions forward • Participants then crafted solutions and work groups to start the strategic planning process

7. Outcomes • Consensus and Commitment to structure and work as a joint enterprise: a true Academic Health Center • Discussion of a process and structure to develop one Strategic Plan, building off existing plans and creating needed plans for other areas

8. Structure: • UMass Academic Health Center Strategic Planning Task Force • Work Groups • Faculty and Leadership Development • Clinical Care • Education • Research • Public Service • Acting as a Single Enterprise

9. Faculty Council Chairs Council Chancellor’s Executive Staff/ Department Heads UMMHC Executive Staff/Senior Management Team Educational Policy Committee Executive Council Scientific Council SOM, GSN, GSBS, Three Schools Committees UMMHC Board UMass Academic Health Center Strategic Planning Task Force Environmental Scan Finance Faculty and Leadership Development Education Research Public Service Acting as a Single Enterprise Clinical Care J.Ockene D.Ziedonis A.Sussman D.Ayers M.Pugnaire R.Long R.Finberg J.Sullivan D.Lasser J.Murphy T.Manning T.Keating

10. Step 2: Moving Forward • Strategic Planning Task Force will: • establish goals for the planning effort • coordinate the efforts of the work groups • identify and allocate resource needs to support the planning effort

11. Step 3: Moving Forward • The Work Groups will • review the charges established by the retreat participants • forward a recommended final charge and work plan to the Strategic Planning Task Force for its consideration • create an interim report by February 1, 2008 for review by the Strategic Planning Task Force and campus constituencies • Work Groups will prepare final reports by May 1, 2008 • Task Force will integrate Work Group reports to create the Strategic Plan by May 15, 2008

12. Overall Timeline: • Start Date: October 16th, 2007 • Task Force populated by October 19th, 2007 • Working groups commence November 1, 2007 • Working Groups draft reports by February 1, 2008 • Working Group final reports due by May 1, 2008 • Strategic Plan developed: May 15th, 2008