1. [Organization Name] Five-Year Business Plan 2017-18 to 2021-22
Presenter’s Name Control Point Name
11/12/2018
11/12/2018
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2. 2016-17 Outcomes and Accomplishments
Strengths
Service improvements
Financial highlights
New or enhanced revenue streams
Collaborations
Completion of strategic initiatives
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018
11/12/2018
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3. Five-year Outlook Goals, areas of focus and strategic initiatives
Proposed changes in service
Program growth
Philanthropic and other opportunities
Reorganization plans
Key challenges and areas of concern
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018
11/12/2018
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4. Revenue Profile
Other revenue includes Patent Revenue, Assessment Revenue, Interest and Investment Income, Sales and Services Revenue, and Other Revenues.
Clinical Activity includes MC-PSA Revenue, MC-Purchased Services Revenue, MC-Strategic Support, Other Clinical Revenue, Affiliation/Contract Revenue, and ZSFG Affiliation Agreement revenue.
Dollars in millions.
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018
11/12/2018
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5. Projected Revenue, Expense, and Net Position
Dollars in millions.
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018

6. Financial impacts of planned strategic initiatives and program expansions
Initiative 1
Revenue
Expense
Initiative 2
Initiative 3
Initiative 4
Initiative 5
Dollars in millions.
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018

7. Other extraordinary changes in revenue and/or expense
Initiative
Change 1
Revenue
Expense
Change 2
Change 3
Change 4
Change 5
Dollars in millions.
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018

8. Current and Projected Staffing (FTE)
Faculty
Clinical
Non-clinical
Subtotal
Other Academics
Residents
Postdocs
Other
Staff
Non-represented
Represented
Total
Dollars in millions.
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018

9. Summary of Projected Balances (June 30, 2017)
Amount
Share of Total
Unrestricted $
XX%
Restricted or Committed
Category 1
Category 2
Category 3
Category 4
Total
Total should match forecast on Resource Plan submission.
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018

10. Upside opportunities and downside risks
First-year Impact
Five-year Impact
Opportunity 1 $
Opportunity 2
Opportunity 3
Downside risks
Risk 1
Risk 2
Risk 3
Dollars in millions.
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018

11. Key Assumptions federal funding private funding
clinical practice metrics
tuition and fee adjustments
student enrollment
Five-year Business Plan -- <Control Point> -- June 2017
11/12/2018
11/12/2018
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