1. Strategies for Developing and Implementing a Successful Strategic/Business Plan Affiliated Programs 19th Annual Meeting October 27, 2009
595 Haddon Avenue Collingwood, NJ / (Fax)
Presented by: Jo Surpin President

2. What is a Strategic Plan / Business Plan
Framework for aligning financial drivers (budget) with strategic initiatives.
Where organization is going over next year or longer
How it’s going to get there.
Mechanism to evaluate effectiveness of strategies.
Opportunity to review industry trends and issues.
Strategic Planning - 3 to 5 years
Business Plan – Annually 2

3. Benefits of Strategic Planning
Define the purpose of the organization
Establish realistic goals and objectives consistent with the mission
Communicate goals and objectives to organization’s constituents
Provide a base to measure progress 3

4. Planning Cycle 4

5. Planning Process/Approach
Clearly define the target audience
Determine requirements in relation to the contents
Type of plan - level of detail
Map out the plan's structure (contents page)
Decide on the likely length of the plan
Identify all the main issues to be addressed
Determine who should be involved in process
How many meetings? Facilitator?
SWOT analysis 5

6. Plan Components
Mission
Vision
Goals
Objectives
Strategies/Measures 6

7. Plan Components Brief description of the purpose of the organization
Mission 7

8. Plan Components
Mission
Vision
Description of how organization will operate and how patients will benefit
May include values that are considered priorities 8

9. Plan Components
Mission
Vision
Goals
Overall accomplishments the organization should achieve 9

10. Plan Components Specific results to be achieved with each goal Mission
Vision
Goals
Objectives
Specific results to be achieved with each goal 10

11. Plan Components The method needed to reach an objective (tactics)
Mission
Vision
Goals
Objectives
Strategies / Measures
The method needed to reach an objective (tactics)
Metrics used to show progress, measure success, or identify areas that need focus 11

12. Business Plan: Integration with Strategic Plan
Center mission consistent
with overall mission
Develop specific Center goals, objectives, strategies, metrics etc
Financial performance consistent with budget 12

13. Strategic Planning - 3 to 5 years Business Plan – Annually
Business Plan Outline
Executive Summary
Overview
Background
Current Trends
The Market
Competitor Analysis
Operations
Management and Administration
Strategic Goals
Marketing Plan
Financial Projections
Implementation Plan
Strategic Planning - 3 to 5 years
Business Plan – Annually 13

14. Components Overview/Background Trends Utilization/Incidence
Projections
Competitor Analysis
Other programs
SWOT 14

15. Components (continued)
Operations
Programs
Accreditation
Coordination
Hospital
Physicians
Community
Management Team and Personnel
Director
Educators
Other staffing 15

16. Components (continued)
Strategic Goals
Consistent with Strategic Plan Goals
Tactics/Action Plan
Time Frames
Measurable
Marketing Plan
Consistent with Strategic Goals
Physicians/Office Staff
Hospital
Community 16

17. Components (continued)
Financial Projections
Consistent with Budget
Consistent with Marketing Plan
Reporting mechanism to track
Implementation Plan/Measures
Timeframes and Accountability
Ongoing monitoring
Measures
Financial measures
Quality measures
JARS data 17

18. Sample JARS Report 18

19. Summary Coordinate strategic planning and business planning
Identify and clarify what success would mean
Review progress and update plan to reflect current market
A “rolling plan” benefits the organization
Synch the plan with the budget cycle so strategies are aligned with financial goals
Coordinate efforts with hospital or health system, where appropriate 19

20. Discussion/Questions20

21. Strategic Health Alliance
Contact Information
Jo Surpin
President
Strategic Health Alliance
595 Haddon Avenue
Collingswood, NJ 08108
ext 205
hb\sha\project\1199\Joslin – SHA Strategic Planning doc 21