GE Foundation. Developing Health Network. Strategic Planning Tools. Justin M. Whitman. 1 Strategic Planning Webinar 3/23/2016

Transcription

1 GE Foundation Developing Health Network Strategic Planning Tools Justin M. Whitman Strategic Planning Webinar

2 Our Speaker Justin M. Whitman Executive, HR Business Partner Supply Chain Division GE Aviation Justin works within the HR function at GE supporting the GE Aviation Supply Chain Division as a Value Stream Sr. Human Resources Business Partner. Justin currently supports 4,000 employees and 12 manufacturing facilities with global presence in the US, Poland, Romania and France. Justin is based out of the GE Aviation Lynn, MA facility, just north of downtown Boston. Prior to his current role, Justin worked within the Aviation Engineering Division as a Human Resources Manager. Justin has worked closely on a variety of organizational and talent development activities for GE Aviation and he has provided leadership for the HR Leadership Program, HR recruitment and development strategy, and talent management processes and tools for the business. Justin is a graduate of GE s Experienced Human Resource Development Program. Justin earned his bachelor's degree from Purdue University in Organizational Leadership and Human Resources. 2 Strategic Planning Webinar

3 Strategic planning is an organization's process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy. It may also extend to control mechanisms for guiding the implementation of the strategy. 3 Strategic Planning Webinar

4 Strategic Planning Webinar Objectives Discuss important components of a clear mission and vision statement Describe key tools to use when creating a strategic plan Share examples from the Lynn Community Health Center Question & Answer 4 Strategic Planning Webinar

5 Without a strategic plan the path to the future is unknown 5 Access GE DHC Strategic Planning Webinar

6 Benefits of Strategic Planning Accelerate shareholder value creation Align goals & directions Build consensus on where to spend money and why Enhance leaders sense for a shared purpose Improve the performance of the DHC Reduce risk Increase insight into the business and the future direction Increase transparency Start building today what will be needed to succeed and serve more communities tomorrow 6 Strategic Planning Webinar

7 Strategic Plan Common Elements Mission / Vision / Values Market & Business Summary (include competition) Business Objectives Key Strategies GE 3-5 Year Significant Goals & Objectives Financial Plan Resource Requirement (people, technology, capital, etc) Risk/Rewards

8 Strategic Plan Key to Success Clear grasp of external opportunities and challenges Realistic assessment of organizations strengths and limitations Inclusive approach Empowered planning committee Involvement of leadership GE Sharing of responsibility by board and staff Learning from best practices Clear priorities and implementation plan Patience Commitment to change

9 Strategic planning can help growth. Action: Executing strategy to achieve results. Acumen: Generating key business insights. Strategic Thinking Disciplines ALLOCATION Allocation: Focusing resources through tradeoffs Strategic Thinking Institute 9 Strategic Planning Webinar

10 Quick overview of some key components and tools 10 Strategic Planning Webinar

11 Three guidelines to develop a mission statement. The mission statement articulates to your staff why your center exists. Mission statements are primarily focused internally to guide your employees. 1. States what your company does 2. Describes how you do it 3. Tell why you do it 11 Strategic Planning Webinar

12 1. Say what your company/organization does. What: The best people and the best technologies taking on the world s toughest challenges. 2. Describe how you do it. What: The best people and the best technologies taking on the world s toughest challenges. How: Finding solutions in energy, health and home, transportation and finance. Building, powering, moving and curing the world. Not just imagining. Doing. GE Works. 12 Access GE DHC Strategic Planning Webinar

13 3. Describe why you do it. What: The best people and the best technologies taking on the toughest challenges. How: Finding solutions in energy, health and home, transportation and finance. Building, powering, moving and curing the world. Not just imagining. Doing. GE Works. Why: GE works on things that matter. GE works on things that matter. The best people and the best technologies taking on the world s toughest challenges. Finding solutions in energy, health and home, transportation and finance. Building, powering, moving and curing the world. Not just imagining. Doing. GE works. 13 Access GE DHC Strategic Planning Webinar

14 Steps to a purpose/vision statement. The vision/purpose statement is the ticket to success. It is a photograph in words of your future, inspiration for daily operations and strategic decisions, the why you come to work each day. 1. Examine your mission statement 2. Dare to dream. 3. Shape the vision/purpose statement. 4. Commit to it your guiding light. 14 Strategic Planning Webinar

15 1. Examine your mission statement. Start with your new or refreshed mission statement. 2. Dare to dream. Backwards Imaging go to the future! 15 Access GE DHC Strategic Planning Webinar

16 4. Commit to the vision/purpose. How will you live the vision to make it reality? 16 Access GE DHC Strategic Planning Webinar

17 Backwards imaging Backwards Imaging 17 Strategic Planning Webinar

18 What are your assumptions about the future? 18 Strategic Planning Webinar

19 Tool: Assumptions about Future We Believe Implications

20 Tool: SWOT/STEEP Analysis Social Technical Economic Environmental Political (Legal) Strengths Weaknesses Opportunities Threats

21 Medium Impact 10-25% SWOT/STEEP Analysis Tool: SWOT/STEEP Analysis Assumptions Prioritization <5% Remote 10-50% Possible Likelihood of occurrence >50% High

22 Example: Lynn Community Health Center 22 Strategic Planning Webinar

23 Lynn Community Health Center Strategy Planning Process Current Strategic Plan Future Vision/ Areas of Focus Gaps/Action Plan LCHC Vision 2020 Purpose, Mission, Vision Balance Purpose guides you. Your purpose statement articulates why you do what you do, why your organization exists, and why you serve a higher purpose (your cause). Mission drives you. Your mission statement is what you do to accomplish your purpose, and what difference you make, what change will happen. Your mission is what drives you every day to fulfill your purpose. It's a direct path between your purpose and vision. Mission is doing what really matters and eliminating the distractions. Vision is what you aspire to. Your vision statement is where you will be in the distant future, the results you want to achieve, or the measurable impact you want to make. Vision aligns leaders and followers. It is an ongoing process of aligning your mission to your purpose. Vision keeps you on course, to fulfill your purpose 23 LCHC Vision 2020 Planning

24 Lynn Community Health Center Strategy Planning Process Vision 2020 Current Strategic Plan Future Vision/ Areas of Focus Gaps/Action Plan LCHC Vision 2020 Vision 2020 idea grew out of partnership and involvement with the Center Director, created Strategic Planning Committee and received support from the Board of Directors Strategic plan and culture for the future funding, talent, Center growth, change management Shared ideas and process suggestions to work with key stakeholders employees, community, benchmarking, what it means to be the best Community Health Center? would Transform the Mission into a Purpose why the Center exists, why employees want to work there, why those in need would come to the Center guiding light. Working in 2015, with deployment of plan in 2016 roadmap for 4 years to adjust to community demographics & needs, medical technology and funding for non-profits Next session in Feb. 2015, outcome is an evolved strategic plan, Board support and employee alignment building the Center for the future. 24 LCHC Vision 2020 Planning

25 Lynn Community Health Center Strategy Planning Process Current Strategic Plan Future Vision/ Areas of Focus Gaps/Action Plan LCHC Vision 2020 Key Strategies: 1. Develop a plan and strategy for responding to the rapidly changing landscape of health care delivery and finance that will enhance the health center s financial sustainability. 2. Build on our solid foundation, serving more patients while continuing to improve clinical and service quality, as well as personalized attention for patients. 3. Become a leader in integrated primary care and behavioral health care, serving patients effectively and efficiently. 4. Improve cost effectiveness and increase our financial viability as an organization. 5. Maintain an environment of continuous improvement for employees, supporting them and providing them with opportunities to grow, making LCHC one of the most desired places to work in the area. 6. Manage through metrics, tracking measures and data that will guide decisions and behaviors. 7. Continue to invest in the Development Office and develop a marketing strategy that aligns with the innovations in the integrated care model of care. 8. Strengthen the Board, maximizing member participation, engagement and contribution to the LCHC. Process... 2 Meetings, 3 Hours, Facilitated Sessions Session 1 1. Review Process 2 meetings, 3 hours each 2. Current State of Strategic Plan review and dialogue 3. Break-out Discussions on Key Strategies 4. Report Out by Break-out Group End Session 1 5. Consolidate Feedback L. A. Berry, J. Whitman Session 2 6. Detail Feedback Review on Key Strategies 7. Group Discussion what needs adjusted, added, built upon 8. Develop Proposed Vision 2020 Strategic Plan for the LCHC End Session 2 25 LCHC Vision 2020 Planning

26 Lynn Community Health Center Strategy Planning Process Current Strategic Plan Future Vision/ Areas of Focus Gaps/Action Plan LCHC Vision 2020 Roadmap to Future Vision/Areas of Focus Support: Board of Directors review plan, ensure alignment and support (Jan.) Data/Feedback: Employee Discussions why do you stay, more of, less of, stop doing? (Jan/Feb) External Benchmarking what does the community look like in 2020?, what does it look like to be the best? (Q1) Patients why do they come to the Center, likes and what could be improved? Actions: Committee meeting schedule 2015 sessions Priorities 1) work Mission to Purpose work, stakeholder & employee discussions 2) discuss vision & confirm/update strategic plan, does plan still drive to the Center of the future 3) enroll LCHC employees culture to bring Purpose to life (communication flow down, visible in workspace and Center) 26 LCHC Vision 2020 Planning

27 Lynn Community Health Center Vision 2020 Improving the Health of our Community Ahead of the Curve Clinical Excellence Quality Improvement Integration Innovation Primary Care / Behavioral Health / Dental / Eye / Nursing / Pharmacy / Support services Innovation Program development Patient advocacy Marketing & communications Board Development Community Engagement & Health Needs Improved Health Access Integration Developing our Talent Quality & Safety Financial Viability Operational Excellence Behavioral Health Services / Integrated Primary Care / Urgent Care / Specialty Care / School based health care / Community Health Education 27 / Session C

28 Lynn Community Health Center Strategic Plan Innovation Integration Access Improving the Health of our Community Innovation: Ahead of the Curve Develop or Expand Needed Services Outreach to Underserved Community Engagement Clinical Excellence Improved Health Outcomes Population Management Integration Team Based Care Operational Excellence Improve the Patient Experience Access Developing our Talent Quality and Safety Financial Viability Comprehensive health care of the highest quality to everyone in our community, regardless of ability to pay. 28 / GE /

29 Lynn Community Health Center Strategic Plan Innovation Integration Access 29 Access GE DHC Strategic Planning Webinar

30 Without a strategic plan the path to the future is unknown 30 Access GE DHC Strategic Planning Webinar

31 Questions 31 Access GE DHC Strategic Planning Webinar

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