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Strategic Planning Tanya Person - Executive Director, MA ACEP Kelly Gray-Eurom, MD, MMM, FACEP – Past President FCEP
Strategic PlanningTanya Person - Executive Director, MA ACEP
Kelly Gray-Eurom, MD, MMM, FACEP – Past President FCEP
Session Objectives
Why Create a Strategic PlanDiscuss Essential ElementsRunning the SessionExecute & Evaluate
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Session Objectives
Why Create a Strategic PlanDiscuss Essential ElementsRunning the SessionExecute & Evaluate
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Reverse Engineer• Lecture• Thoughts• Planning• Approach
Session Objectives
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Strategic planning determines where your chapter is going over the next several years, how it’s going to get there and how it will know if it got there or not.
Start with WHY
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The Strategic Plan
Write a clear Mission and Vision StatementPerform a SWOT AnalysisIdentify Goals & ObjectivesDevelop Action Plans
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. .
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Action Plans
WHO• Executive Committee, Past Leaders,
Chapter Exec.• Committee Chairs, Members
What• What are YOU doing (or want to do)• Patient Care – Advocacy – Education
– Billing – State Issues
How• How will you achieve your goal for
each box• Be Concise & Be HONEST
Who• Who will do the work
• members & staff• Who are your partners in the work
When• When will the work be done• Be Realistic & Be HONEST
This is your foundation9
The Strategy
Perform a SWOT Analysisq Strengths q Weaknesses q Opportunities q Threats
Build from your foundation…10
The Strategy
Perform a SWOT Analysisq S - Aspects of the chapter that are successful
q W - Characteristics that can be strengthened
q O - Things / Events that can be strengthened
q T- Possible Roadblocks
Build from your foundation…11
The Strategy
Build from your foundation…Don’t overcomplicate it 12
Build from your foundation…Don’t overcomplicate it
The Strategy
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Smart Goals
Develop Smart Goals for each action planq Specificq Measurableq Attainableq Relevantq Time-bound
Using the SWOT information14
Smart Goal PromptsSPECIFIC Who is involved? What will we accomplish?
How much change is needed?
MEASUREABLE How much? How many? How will we know when it is accomplished?
ATTAINABLE List resources neededConsider if you have the needed resources or if you can obtain them
RELEVANT Why this is important to our member? How does this align to strategy?
TIME-BOUND Ensure a clearly defined time-frame Including the deadline
Using the SWOT information15
EM Comfort
Zone
UmmmNot so much
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Core Values
17handouts
Most have a mission statement on the webØ 22 don’t have a mission statement postedØ 12 have the same generic statement
§ and it is really long…
Maybe we can do better…
Chapter Mission Statement
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Mission Statement
Summarizes -• What you are doing• How you are different• Purpose• Primary Objectives
Describes -• Present state• Reason for being• Chapter’s Commitments
to key stakeholders
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Vision Statement
Summarizes -• Where you want to be• Values• Hope to achieve
Describes -• Future state• Challenging• Inspire• Destiny / Dream• Attainable
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Mission Statement
TIPS -• Know your WHY• Make it ACTIONABLE• Keep it SHORT• Make it work for YOUR
vision
Describes -• Present state• Reason for being• Chapter’s Commitments
to key stakeholders
handouts21
Vision Statement
TIPS -• Project 5-10 yrs• Anchor on purpose• Define success• Ideal world (nonprofit)• Measurable Goal
Describes -• Future state• Challenging• Inspire• Destiny / Dream• Attainable
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Mission Statement
To respond to the practice needs of our members through education, information and advocacy.
Describes -• Present state• Reason for being
• WHY• ACTIONABLE• SHORT• YOURS
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Mission Statement
To provide a forum for social interaction and networking with other emergency physicians from around the state.
Describes -• Present state• Reason for being
• WHY• ACTIONABLE• SHORT• YOURS
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Mission Statement
[Chapter] is dedicated to advancing excellence in emergency care, and advocating for emergency physician, their patients and the health of the community.
Describes -• Present state• Reason for being
• WHY• ACTIONABLE• SHORT• YOURS
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Mission Statement
[Chapter] will promote quality patient care and optimal practice environment in EM through advocacy, education and collaboration
Describes -• Present state• Reason for being
• WHY• ACTIONABLE• SHORT• YOURS
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Mission Statement ??
To increase respect in the house of medicine by providing leadership at the local, state and national levels.
Describes -• Present state• Reason for being
• WHY• ACTIONABLE• SHORT• YOURS
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Vision Statement
To increase respect in the house of medicine by providing leadership at the local, state and national levels.
And the arguments ensueIt’s probably fine
Describes -• Future state• Challenging• Inspire• Destiny / Dream• Attainable
• Purpose• Ideal World
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EXECUTION may be the most important and difficult thing about strategic planning.
It is critical to ensure the chapter is aware of the strategic plan and that habits are established to foster an execution mindset with FOLLOW THROUGH.
It is not enough to write the plan. YOU MUST IMPLEMENT IT.
Execute & Evaluate
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Make sure that everyone in the chapter knows the plan exists, where to find it, how it affects him or her, and what objectives they personally impact when they serve on the board.
Execute & Evaluate
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Make the Action Plan review a STANDING ITEM for all board meetings and make it the FIRST ITEM on the agenda.
Continually REVIEW PROGRESS against goals and gaps in planning
WATCH for CHANGES in membership, finances, CME competition, and other items from your Environmental Scan and SWOT Analysis
If something is not working, RE-THINK the use of valuable resources and consider alternate plans
Execute & Evaluate
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GOAL 1: FCEP will be the leader in EM legislative/regulatory advocacy in the State of Florida.` Fiscal year 2017-2018 Fiscal year 2019-2020Objective Strategy Status Update Actions
a. Identify key legislators and assign FCEP representatives meet in person prior to legislative session.
• FCEP members have established key relationships including House Speaker Jose Oliva and Senate President Bill Galvano.• 27 physicians along with medical residents (6) & medical students (11) met with 60 legislators during EM Days March, 2018.
• Use change in state leadership to further combat unfair and predatory Insurance practices. • Set goal for FCEP physicians to meet with new legislative Committee Chairs before Mar-19.
b. Encourage and highlight opportunities for FCEP leaders to present at their local legislative delegation meeting.
• Implementation Oct-Dec, 2019 for 2020 legislative session. • Compile schedule and distribute.
c. Develop list of talking points. • FY 18: Updates were shared prior to EMDays. • Exec Committee to approve talking points by end of Jan-19. Can be used for Residency visits.
1. Build Relationships with legislators who are supportive of EM.
Action Plan
Strategy
SMART GOALS
Strategic Plan Tracker*
32*used with permission
Dust it Off Every Few Years
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MissionThe mission of the University of Florida College of Medicine – Jacksonville and UF Health Jacksonville is to heal, to comfort, to educate and to discover. We dedicate our work to improving the lives of those we touch through quality health care, medical education, innovation and research.
VisionOur vision is to be Jacksonville's most valued community asset, eliminating health care needs as a concern of the population. We will achieve this vision by:
•Delivering patient-centered care that exceeds expectations of patients and families•Providing unrivaled medical education and research•Developing partnerships that join our work to the well-being of the community
ValuesIn striving to fulfill our mission, we will be guided by the enduring values of:
• Excellence in each and every customer experience • Respect for the critical nature of our work • Compassion for humanity and one another • Stewardship of the trust and privilege to serve
Old Statements
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MissionOur mission is to heal, to comfort, to educate and to discover through qualityhealth care, medical education, innovation and research.
VisionOur vision is to be the region’s most valued healthcare asset.
ValuesIn striving to fulfill our mission, we will be guided by the enduring values of:
• Excellence in each and every experience• Respect for the critical nature of our work• Compassion for humanity and one another• Stewardship of the trust and privilege to serve
Updated Version
You get better at it35
The Strategic Plan
Different way to think about strategic planningUseful Tools & IdeasImportant and DOABLE
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Strategic PlanningTanya Person - Executive Director, MA ACEP
Kelly Gray-Eurom, MD, MMM, FACEP – Past President FCEP
THANK YOU for Listening
Questions?
