1. 2004 National Oral Health Conference Strategic Planning for Oral Health Programs B.J. Tatro, MSSW, PhD B.J. Tatro Consulting Scottsdale, Arizona

2. B.J. Tatro Consulting Objective 1 Identify the essential elements and sequence of a strategic plan and give examples from various oral health programs.

3. B.J. Tatro Consulting Objective 2 Provide input into ASTDD’s strategic plan and ways that local and state activities fit into this plan.

4. B.J. Tatro Consulting Objective 3 Translate strategic plans into action through development of an operational plan, regular monitoring and updating of the plan, early identification and attention to barriers and potential delays, and celebration of success.

5. B.J. Tatro Consulting Roundup

6. B.J. Tatro Consulting Roundup

7. B.J. Tatro Consulting Who has done strategic planning?

8. B.J. Tatro Consulting What are some of your experiences in developing a strategic plan?

9. B.J. Tatro Consulting Scope of strategic planning Developing a state plan Developing a plan for a program

10. 2004 National Oral Health Conference What is a strategic plan?

11. B.J. Tatro Consulting Strategic Plan A STRATEGIC PLAN is a practical, action- oriented guide, based on an examination of internal and external factors, that directs goal setting and resource allocation. It is issue-oriented.

12. B.J. Tatro Consulting Mission The mission statement answers the questions “Why does our organization exist?” It identifies who the organization exists to serve, what it does, and why. The mission serves as a guide for the rest of the plan.

13. 2004 National Oral Health Conference Who? What? Why?

14. B.J. Tatro Consulting ASTDD’s Mission ASTDD provides leadership to advocate a governmental oral health presence in each state and territory, to formulate and promote sound oral health policy, to increase awareness of oral health issues, and to assist in the development of initiatives for prevention and control of oral disease.

15. B.J. Tatro Consulting Sample Mission Statement Promote oral health for the well-being of all residents.

16. B.J. Tatro Consulting Vision The vision statement answers the question “What is our ideal future?” It is a statement of the shared and idealized view of the future state, given that the organization carries out its mission. The vision also services as a guide for the rest of the plan.

17. B.J. Tatro Consulting ASTDD’s Vision A strong and effective governmental oral health presence in states and territories to assure optimal oral health.

18. B.J. Tatro Consulting Sample Vision 1 Residents will have the opportunity to achieve and maintain oral health through access to an effective system of health services that promotes appropriate health behaviors. These services, which include assessment, prevention, health promotion, education, counseling, and treatment, will be provided through an integrated system of health care that assures accessibility, affordability, high quality, appropriateness to individuals’ needs, and responsiveness to individuals’ circumstances.

19. B.J. Tatro Consulting Sample Vision 2 All residents achieve optimal oral health.

20. B.J. Tatro Consulting Analysis The analysis answers the questions, “What can move us forward?” and “What is likely to deter us?” The analysis includes an assessment of both internal and external factors. …

21. B.J. Tatro Consulting Analysis … Internally, it is important to examine strengths and prior accomplishments that can provide the foundation for future success. It is also important to examine organizational weaknesses, barriers, gaps, and any other factors that might present obstacles to implementation of the plan. …

22. B.J. Tatro Consulting Analysis … Externally, it is important to examine opportunities that can be seized and potential challenges. These might include economic, political, social, and technological conditions, competition, attitudes, and the like.

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25. B.J. Tatro Consulting Strategic Questions 1.How can we acquire the resources we need to update our technology? 2.How can we obtain the information we need about the oral health of our population? 3.What are the priorities for use of our resources?

26. B.J. Tatro Consulting Strategic Questions 4.How can we reduce disparities in access to oral health services? 5.How can we increase the number of qualified pediatric dentists practicing in rural areas of our state? 6.How can we communicate the critical link between oral health and general physical health to the population?

27. B.J. Tatro Consulting Key Directions Key directions answer the question, “Where do we want to go in the next two to five years?” They address the major issues identified in the analysis process. They provide guidelines for action and form the basis for the establishment of goals and the selection of objectives for the coming year. …

28. B.J. Tatro Consulting Key Directions … Some may be programmatic (for example, to expand programs to a new area or new target audience); others may relate to administration or program support (for example, to increase funding resources).

29. B.J. Tatro Consulting Key Directions Key Direction: Educate the public about the critical link between oral health and general physical health.

30. B.J. Tatro Consulting Outcomes/Desired Results Outcomes are the most important results that the organization plans to achieve during the year. The outcomes should be under the control of the organization and be realistic. They should focus on the big picture.

31. B.J. Tatro Consulting Outcomes/Desired Results Desired Result (Goal): Change the public perception regarding oral health and disease so that oral health is an accepted component of general health. Key Direction: Educate the public about the critical link between oral health and general physical health.

32. B.J. Tatro Consulting Strategies Strategies answer the question “How will we get there?” They specify what the organization can do to move in each of its key directions within the three to five year time period. They are not as specific as an annual objective might be. …

33. B.J. Tatro Consulting Strategies … (For example, for the key direction “to increase funding resources,” strategies might include identifying and writing grants to support program development and implementation, monitoring opportunities for government funding and submitting proposals, and seeking corporate support.)

34. B.J. Tatro Consulting Strategies Strategies: Provide oral health education as part of a comprehensive, evaluated school health curriculum. Work with and through early childhood providers to provide information on prevention to parents. Work with and through pediatricians and family practice physicians to provide information on prevention to parents. Utilize the media to disseminate information to the general public. Desired Result (Goal): Change the public perception regarding oral health and disease so that oral health is an accepted component of general health. Key Direction: Educate the public about the critical link between oral health and general physical health.

35. B.J. Tatro Consulting Objectives Objective: The Oral Health Committee of the State Public Health Association will develop and work with the State Department of Education to incorporate into the existing school health curriculum a module on oral health by the end the current fiscal year. Strategies: Provide oral health education as part of a comprehensive, evaluated school health curriculum.

36. B.J. Tatro Consulting ASTDD’s Key Directions and Strategies

37. B.J. Tatro Consulting Key Indicators Key indicators answer the question “How can we track our progress along the way?” Sometimes these are called “performance measures.” They may define inputs (for example, number of staff), outputs (for example, number of services provided), outcomes (for example, number of persons who successfully achieve their goals), quality (for example, number of persons who were satisfied with the program), or efficiency (for example, cost per service.)

38. B.J. Tatro Consulting Action Plans Action plans are developed for each annual operational objective. The plans lay out in detail exactly what steps are to be taken with respect to each action. …

39. B.J. Tatro Consulting Action Plans … For each action step, it is important to identify who is responsible. If there is more than one responsible person, a lead person should be identified. For each action step, the start and target completion dates should be identified, keeping in mind that some steps cannot start until others are completed.

40. B.J. Tatro Consulting Sample Action Plan

41. B.J. Tatro Consulting Action Steps 1. Establish criteria for the module (length of time, grade levels, etc.). 2. Identify and gather model school-based oral health education modules. 3. Review existing models. 4. Develop a draft module. 5. Identify and send draft to reviewers. 6. Make required changes. 7. Submit module to Curriculum Review Committee for approval. 8. Develop a plan for distribution. 9. Develop a training plan. 10. Determine next steps.

42. B.J. Tatro Consulting Wrap-up Three Things to Remember Clear Simple Real

43. B.J. Tatro Consulting Questions

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