Strategic Planning Paul McCallion Development of National Coding Standards within the Czech DRG System

Strategic Planning ‘A disciplined effort to produce fundamental decisions and actions that shape and guide what an organisation is, what it does and why it does it’ J M Bryson Development of National Coding Standards within the Czech DRG System

Strategy - Definition ‘The way you plan to achieve your aims and objectives’ Investors in People UK (Investors in People is a United Kingdom Quality Standard for how organisations train and develop their staff) Development of National Coding Standards within the Czech DRG System

Strategy for Coding The outcomes the organisation hopes to achieve The means by which it hopes to achieve those outcomes How it will combine all its efforts and resources Development of National Coding Standards within the Czech DRG System

7 Step Approach to Strategic Planning Plan the Development Process Analyse the Environment Consult the Population and Strategic Partners Agree Draft Vision, Mission and Key Aims Prepare a Draft Strategic Plan Consult again and Adopt Implement and Review Development of National Coding Standards within the Czech DRG System

Practical Implications of Strategic Planning Who should be involved in writing? Who are the internal stakeholders? Who are the external stakeholders? What involvement will you have as managers in drafting? Development of National Coding Standards within the Czech DRG System

SWOT Analysis Review of the internal and external factors likely to affect a Strategic Plan or any Plan: Strengths Weaknesses Opportunities Threats Development of National Coding Standards within the Czech DRG System

SWOT Practical Exercise Review your own organisation in the context of Data Protection. What are its: –Strengths –Weaknesses –Opportunities –Threats Development of National Coding Standards within the Czech DRG System

Performance Information (1) To have an immediate impact within 20% of next period –Weekly by Tuesday morning –Monthly by end of first week –Yearly by middle of second month Longer term information to predict cycles and trends Development of National Coding Standards within the Czech DRG System

Performance Information (2) Present information in way that is easy to understand Highlight key figures and ratios Balance timing with accuracy 80% of value from 20% of information? –80 / 20 Rule Development of National Coding Standards within the Czech DRG System

Benefits of Long Term / Strategic Planning Change of focus from handling problems to seeking solutions Build on existing strengths Take advantage of opportunities Anticipate threats and problems Coordinate activities Track performance and take action where necessary Development of National Coding Standards within the Czech DRG System

Setting Quality Standards Usually focused on how activities are carried out Volume – for example, number processed Time – deadlines, maximum duration Standard or grade –Measures of how well the activity is done –For example number of errors / complaints Development of National Coding Standards within the Czech DRG System

Practical Exercise – Quality Standards In your organisation: –How do / should / could you measure how well coding activities are being carried out? –How often should this information be collected? –Who should receive it? –How should it be presented to them? Development of National Coding Standards within the Czech DRG System

Developing Objectives (1)  In writing, review date and method  Measurable  Meaningful - under individual’s control  Achievable but challenging  Preferably few in number,  Routine and innovative matters  Focus on major problems and issues Development of National Coding Standards within the Czech DRG System

Developing Objectives (2) Broad statement of what to achieve Means of measurement Final goal or target and date Intermediate goals and targets to track progress Who will be involved? Activities or action needed Additional resources needed How will you review & report progress? Development of National Coding Standards within the Czech DRG System

Critical Issues in Objective Setting Targets where improvement or consistency is needed Problem solving approach Avoid blame seeking Communicate targets and get staff involvement in planning how to achieve Willing to change target - irrelevant/ wrong Will become more refined over time Development of National Coding Standards within the Czech DRG System

Practical Exercise – Objectives (1) From your own life (either at work or outside work) identify one objective –Something you want to achieve in the next 6 to 9 months –How will you measure success? –What is your actual goal? –By what date? –Anyone else involved? –What activities / resources are needed? –Review / reporting arrangements Development of National Coding Standards within the Czech DRG System

Practical Exercise – Objectives (2) In the context of Coding identify one objective –Something the organisation should achieve in the next 6 to 9 months –How will you measure success? –What is your actual goal? –By what date? –Who else involved? –What activities and resources are needed? –Review / reporting arrangements Development of National Coding Standards within the Czech DRG System