1. Chancellor’s Strategic Planning Retreat April 7, 2011 John C. Adams, Ph.D.

2. What’s Strategy Strategy is ENDS & MEANS –What’s our desired future? –How will we create it? 24/7/11

3. Why bother with strategy? Strategy positions UNMC in a turbulent present. Strategy is imaging our best future. Strategy charts the way forward. Strategy is seizing opportunities. Strategy mobilizes our stakeholders. 34/7/11

4. Our Starting Point The partnership of UNMC and the Nebraska Medical Center will be a world-renowned health sciences center that: Delivers state-of-the-art health care; Prepares the best-educated health professionals and scientists; Ranks among the leading research centers; Advances our historic commitment to community health; Embraces the richness of diversity to build unity; Creates economic growth in Nebraska. 44/7/11

5. Talk Outline Today’s agenda Strategic accomplishments Quality & performance Planning assumptions Completing the plan 54/7/11

6. Morning Session Hal’s remarks Transforming clinical research Discussion Break Six breakout sessions Break 64/7/11

7. Afternoon Session Lunch Primary care center Discussion Six breakout sessions Retreat adjourns -- 2:45 Session leader report writing; submissions due by 3:30 4/7/117

8. Today’s Work Identify opportunities & propose goals to refresh UNMC’s rolling three-year strategic plan “The future belongs to those who believe in the beauty of their dreams.” -Eleanor Roosevelt 84/7/11

9. Strategic Accomplishments 94/7/11

10. Education * Expanded use of mobile learning. * Progressing with Center for Primary Care Education, Research & Health Care Design & with curriculum review for learning communities. * Created new Office of Education. * Operating new distance learning delivery modes. 104/7/11

11. Research Established UNMC, TNMC & UNMC-P consolidated informatics planning board. Launched Nebraska Regenerative Medicine Project under founding director. Accelerated Personalized Medicine development with formation of genomics core laboratory. 114/7/11

12. Community & Campus Partnerships for Health Approved strategic plan for global institutional partnerships with strong infrastructure. Developing a Center for Health Policy in the College of Public Health. Expanded international education, research & service. 124/7/11

13. Cultural Competence Added online cultural competency course as mandatory training & working on enhancements. Will consider diversity award & restructuring of Chancellor’s Diversity Advisory Council at spring retreat. Developing diversity Weblink on UNMC front page. 134/7/11

14. Economic Growth Continuing Discussions with the Army Telemedicine & Advanced Technology Research Center (TATRC) & other Department of Defense contracting parties. Signed agreement with Quintiles, one of the world’s largest clinical organizations, to make UNMC a prime site for trials. 144/7/11

15. Employee Loyalty & Wellness Implemented common UNMC, UNMC-P & TNMC employee discount program. Provided financial “lunch & learns” (delivered by Metro Credit Union). Increased employee engagement with the UNMC brand. Improved participation in University health risk assessment to 42%. 4/7/1115

16. Performance & Quality Indicators We use 12 key indicators & a number of sub-indicators to evaluate & track our performance. (See PIQI, pp. 3&4). 164/7/11

17. Performance against our own extremely demanding standards Outstanding – 1 Excellent – 5 Very good – 5 Good – 1 Slightly better than last year 174/7/11

18. Quality & Performance Ratings 1-3 Education: Very good (stable) 91-100% Licensure exam pass rates Research: Outstanding (stable) 14% growth in research awards Health care: Very good (stable) 90% patient satisfaction rates 184/7/11

19. Quality & Performance Ratings 4-6 Rural activities: Excellent (stable) 70% of rural practitioners are UNMC trained Minority recruitment & retention: Good (stable) Effective recruitment & retention Economic growth: Excellent (stable) 67% increase in license revenues 194/7/11

20. Quality & Performance Ratings 7-9 Employee loyalty: Excellent (stable) 91% employee retention Financial strength: Excellent (improved) 12.3% growth in self-funding Infrastructure: Excellent (stable) 3 buildings completed + strong IT & high Library research ROI 204/7/11

21. Quality & Performance Ratings 10-12 Strategic leadership: Very good (stable) Strong branding & donor support Compliance: Very good (stable) Financial Stewardship Council established National rankings: Very good (stable) 7 th in Primary care 214/7/11

22. Planning Assumptions (things we expect) UNMC UNMC, UNMC-P & The Nebraska Medical Center Omaha & Metro Area Nebraska University United State & Global Community 224/7/11

23. Possible Surprises Surprises are when things we considered turn out differently. Surprise Surprises are things we didn’t think about. These are the ones that nip our rear! 4/7/1123

24. Other Views: Fortune, 2/28/10 & OWH, 3/6/11 Following each set of assumptions are IDEAS to PONDER. They include: the profound, the silly & the cautionary. 4/7/1124

25. UNMC We build –Truhlsen Eye Institute –College of Pharmacy We grow –Regenerative medicine Our brand is strong –UNMC tells a compelling story 254/7/11

26. Pushing the Brand (or not) Direct approach: “Visually stunning and incredibly tough Corning® Gorilla® Glass will change the way you think about glass.” (p. 2) Subtle appeal: “The Van Winkle family has been in the bourbon business for 100 years. Its secret? Make prize-winning spirits and keep supply really low.” (p. 21) 4/7/1126

27. Strategic Partnership Alignment makes us a strong competitor under healthcare reform Epic implementation leads to improved care & better clinical research/education Bellevue Medical Center continues expanding its services 274/7/11

28. Healthcare Spending, Meet “Spot” “SEE SPOT? SPEND. $47.7 BILLION Estimated total U.S. Pet industry expenditures In 2010.” (p. 11) 4/7/11 28

29. Omaha & Metro Area Omaha moves beyond the recall & the loss of State aid to cities Planning for the new VA Hospital is followed by construction Building Bright Future improves learning & health 294/7/11

30. Innovate, Attack & Delight “…handheld e-reader is a runaway hit…. By creating the hardware, they almost created the industry.” “…has grown bigger more quickly than any company in retail history.” “…customer-centric approach [rivals] longtime retail legends like Nordstrom.” (p. 18) AMAZON.COM 30 4/7/11

31. Nebraska The $1 billion dollar budget shortfall “disappears” without damage to the University Employment growth & economic expansion continue 314/7/11

32. Young Turks & Young Pros “Term limits have changed all the faces in the Legislature;….It’s hard to find a state senator who will even utter the phrase ‘tax hike.’” “If Omaha harnesses the talent and energy of its Young Professionals Summit, the future is bright indeed.” Omaha World Herald, March 6, 2011, p. 1B 4/7/11 32

33. University Advances the six inter-related goals of the strategic framework Sustains strong enrollment & diversity Manages “flat” State general fund appropriation Foundation successfully completes Campaign Nebraska 334/7/11

34. Tech Gains & Losses “Chicago-based Groupon spurned a reported $6 billon offer from Google…,then proceeded to raise a stunning $1 billion in venture capital.” (p. 29) “Analysts predict that at least 2 million AT&T subscribers over the next two years will switch carriers [to Verizon].” (p. 33) 34 4/7/11

35. U.S. & Global Community Global economy continues uneven economic rebound Commodity prices & biofuels create food supply disruptions Water, nutrition, health & equity issues persist 354/7/11

36. Bust & Boom “ You thought the worst was over, but 157 banks failed in 2010.” (p. 15) “The Obama administration in backing a boom in arms exports…. These sales support many of his goals: creating jobs, boosting exports, and improving diplomacy.” (p. 6) 4/7/1136

37. “Their Uprising, Our Weapons” “When the first protests hit Cairo in late January, the American government took great pains to position itself as a neutral bystander. American weapons, on the other hand were in the thick of the turmoil.” (p. 72) 374/7/11

38. “Mongolia: A Speculator’s Fantasy” “2010’s best-performing currency? The Mongolian tugrik.” “Yes. It’s boom time in Mongolia….” “People are getting rick very quickly.” (p. 16) ********* “Home prices in Florida have been struggling to stay above water. Now is a great time to be a buyer.” (p. 44) 384/7/11

39. Planning Calendar Post session reports – 4/8 CSF leaders propose goals – 4/18 Chancellor’s Council adopts plan – 5/10 Leaders, teams & measures due – 6/15 Publish full UNMC Strategic Plan – 6/15 Unit plans due to Chancellor – 7/15 394/7/11

40. College of Public Health 404/7/11