NCHN Conference Network Planning San Diego, California April 14-17, 2008

Strategic Planning: What is it? 1. Determines where a network is going over the next year or more 2. Identifies how the network is going to get there, and 3. Reports how the network will know if it got there or not

Strategic Planning Engagement: 1. The focus of a strategic plan is usually on the entire network 2. Led by the organization’s leadership 3. Requires several meetings or concentrated pre-work

Approaching Strategic Planning 1. Goal-based planning 2. Focus on the network’s mission (vision and values as well) 3. Identify clear goals that tie to the mission 4. Indicate strategies to achieve the goals 5. Focus on action planning (who and by when)

Value Proposition of Strategic Planning 1. Clarifies the network’s plans 2. Allows a focus on the broad perspective and relief from firefighting 3. Ensures that all the stakeholders are identified 4. Allows all key leaders and stakeholders to be “on the same page” 5. Identifies the road to success and the time it may take

Success: 1. Forget perfection. There is only best thinking at this time 2. Forget the “plan.” The process of engaging the stakeholders is the key. 3. Remember the process improvement. Capture the learnings! 4. Simplicity rules. 5. The driving question: Is this realistic?

Strategic Planning Template…

Day One Board retreat (board members/executive team) Introductions Benefits of strategic planning (summary of Grant sent out as “prework”) Planning process overview Review of Straw Model: mission, vision, values, etc. (sent out as “prework”)

Ohio State Health Network OSHN supports its members’ goal to remain strong, independent healthcare organizations by delivering value through cost savings, shared learning, and quality services

Health Future, LLC To serve our healthcare membership with documented value through cost savings, shared learning, and improved quality of service.

Day Two Identify 3-5 goals (straw models sent out one week in advance). Criteria: What we hope to accomplish How this relates to the vision of the organization How we will track progress Identify and finalize strategies and deliverables for each goal.

Day Three Strategic Plan reviewed (draft plan sent out prior to the meeting) Prioritize work Agree on the timelines/executive sponsors (these teams will meet prior to the next meeting

Name: Top Goals for OSHN - 3 Year OutlookImportance FilterScore Description of our Top Goals Drives Cost Savings Increases member hospital's ability to deliver services to community Improves the organiza- tional health of the indiv members Improves the organiza- tional health of OSHN Increases shared learning Benefits all members Other Score (-1) to (+5) Table 1 From OHA Net to OSHN Critical Access Hospital / Small Rural Resource by From Nothing to Med Staff Leadership Training by From 12 Round tables, Leadership training, & Grand Rounds to same plus best practice / benchmarking activity / metric by From Cost savings activity to same plus more by From Video conf to expanded tech solutions by Table 2 Clinical: chronic care, STEMI, best practices, & quality 0 Info Tech: e-ICU & common language 0 ROI 0 Access to Care: recruitment, specialist, & integration 0 OSHN expansion: statewide resource & membership levels 0 Table 3 Continue to pursue development of CAH Network 0 Develop Physician / extender recruiting model 0 Develop / Refine professional services contracts 0 Continue to drive Group Purchasing & Value Analysis to the next level 0 Continue to explore clinical connectivity to the Medical Center 0

Day Four: Implementation Team Reports Action plans reviewed: who, what, when Roles of advisors Communication planning/dashboards Celebrate achievements and learnings

Thank You Mary Kay Chess, PhD Executive Director Health Future, LLC 777 Murphy Road Medford, Oregon (541) Joann Ort Executive Director Ohio State Health Network 660 Ackerman, Rm 601F Columbus, Ohio (614)