Readiness for Strategic Planning: Critical questions for getting started

Beverly Triana-Tremain, PhDPublic Health Consulting, LLCwww.publichealthconsulting.net

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Purpose of today’s presentation • Understand the purpose of strategic planning. • Understand if you (and your organization) are ready

for strategic planning? • Learn about tools to enhance the likelihood that

strategic planning will become a cultural change.• Learn how to think like Leonardo Da Vinci.

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Critical question #1: Do you understand the intent of strategic planning?

• Strategic planning enables you to answer the following questions:

1. Who are we?2. What capacity do we have/what can we do?3. What problems are we addressing?4. What difference do we want to make?5. Which critical issues must we respond to?6. Where should we allocate our resources?/what should our

priorities be?

• Only once these questions are answered, is it possible to know:

1. What should our immediate objective be? 2. How should we organize ourselves to achieve this

objective? 3. Who will do what when?

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CRITICAL QUESTION #2: DO YOU KNOW WHAT YOU DO AND WHAT YOU DO IT WITH?

LOGIC MODEL PROCESS

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Critical question #3: Do you measure what you do?

• There is no need to plan if you don’t measure what you do to know if the plan worked.• Do you have an evaluation culture?

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Critical question #4: are you ready?

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CRITICAL QUESTION #5: HOW CONNECTED ARE YOU TO OTHERS WHO HAVE THE SAME MISSION

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• Quality Improvement • Balanced Scorecard• My Strategic Planning

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CRITICAL QUESTION #6: WILL THIS BE AN ACTIVITY OR A CULTURAL CHANGE?

The cycles build on each other…

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Hunches Theories Ideas

Changes That Result in Improvement

A P

S D

APS

D

A P

S DD S

P A

DATA

Very small scale test

Follow-up tests

Wide-scale tests of change

Implementation of change

PDCA

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PDSA Cycle to incorporate the use of a new CM form

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Introduce new CM Intake/

Assessment Form

Improve Access to

HIV Primary Care

A PS D

APS

D

A PS D

D SP A

DATA

D SP A

Cycle 1A: Adapt new CM form and test with one of Joanne’s patients

Cycle 1B: Revise tool and test with Karl’s clients next Monday

Cycle 1C: Present refined tool to all 3 case managers and document feedback

Cycle 1D: Revise and test tool with all clients for one week

Cycle 1E: Implement and monitor the standards

5 Whys

Case Example: Auto Repair Shop

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• Quality is free, but it is not a gift. It is hard work.

• Quality improvement has as much to do with converting people as solving problems.

by Phillip Crosby. Quality is free.

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The Performance Equation

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What is it you want?

“Most of what we say and do is not essential. If you can eliminate it, you’ll have more time, and more tranquility. Ask yourself at every moment, ‘Is this necessary?”– Marcus Aurelius

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Tools • Balanced Scorecard

• My Strategic Plan (www.mystrategicplan.com)

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• Curiosita• Dimostrazione• Sensazione

• Sfumato• Arte/Scienza• Corporalita’• Connessione

17Based on the work by Michael J. Gelb, How to think like Leonardo da Vinci:

Seven steps to genius every day. Delta Press, New York: NY, p. 9.

CRITICAL QUESTION # 7: CAN YOU THINK LIKE LEONARDO DAVINCI?

Curiosita’ – An Insatiable Curiosity

Dimostrazione – Testing Knowledge Through Experience

Sensazione – Continued Refinement Of The Senses

Sfumato – A Willingness To Embrace Ambiguity

Arte/Scienza – Developing A Balance Between Art And Science

Corporalita’ – Cultivating Fitness And Poise

Connessione – Recognizing And Appreciating That All Phenomena Are Connected..

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Building an organization is a lot like raising children…

put the hard work in at first

and you will be

rewarded…

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•Thank you!

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