Chapter 15: Quantitative Analysis in Strategic Planning. Chapter Slides

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2 Chapter 15: Quantitative Analysis in Strategic Planning Chapter Slides

3 Learning Objectives 1. To differentiate and define various types of planning 2.To define an appropriate service area for an organization 3. To identify key elements of a strategic plan, and to use quantitative analytical techniques to develop a useful strategic planning database

4 Types of Planning

5 Strategic Planning Is Focus Here A process to answer these questions: 1. Where do we want to be? 2. Where are we now? 3. What s the best way of getting from where we are to where we want to be?

6 The Service Area Process of identifying who uses or might potentially use our services in the future Many bases possible for defining the service area: e.g., age of user of service; clinical area of service; etc. More general, yet useful, sense is to define geographically

7 Defining a Geographic Service Area 1. Determine the Relative Importance of Each Community to Your Organization 2. Determine the Relative Importance of Your Organization to Each Community 3. Employ other analytical techniques

8 A Data Set for Defining Service Area

9 How Important is Each Community to Your Organization? Known as Patient Origin Analysis Patient Origin for Community A = Patient Visits Your Organization from Community A Total Patient Visits to the Practice List geographical areas (e.g., zipcodes) in descending order, then analyze Generally, Service Area accounts for approximately 60 75% of patients for a health care organization

10 How Important Is Your Organization to the Geographical Area? Known as Market Share Analysis Marketshare of Community A = Patient Visits Your Organization from Community A Patient Visits to All Organizations of Your Type From Community A Communities with Low Patient Origin, but Relatively High Market Share Must Be Included in Service Area

11 Data to Calculate Market Share

12 Gladwell Market Share

13 Other Analyses to Complete to Define Market Share Contiguity is Important Eliminate Donut Holes in Service Areas. Zipcode XXXX5 Would Be Included in Service Area

14 Other Analyses to Complete to Define Market Share - Referral Patterns and Arrangements among physicians or other gatekeepers to your service - Existence of Barriers Affects Service Area: - Topographic - Differences in Values, Beliefs - Other Psychological Barriers - Language, Culture

15 Strategic Planning External Environmental Assessment - SHEEPED Organizations function within an environment which affects it Environmental factors must be evaluated in defining an organization s strategic plan Both qualitative and quantitative factors should be considered main focus here is on quantitative factors

16 SHEEPED Framework Socioeconomic Healthcare Resources and Utilization Epidemiologic Economic Political Environmental Demographic

17 Socioeconomic Factors Relationship between socioeconomic factors and need for, and use of health care services is well documented. Consider factors such as: income, education, race, gender, marital status, household size and composition now and forecasted for the future

18 Healthcare Resources and Utilization Develop inventory of available health care programs and services Include factors such as innovative technology, centers of excellence, etc. Employ appropriate metrics, such as bed capacity, patient days, admission rates, average length of stay, physician visits, immunizations, etc., etc.

19 Epidemiologic Factors Considers the determinants and distribution of disease and health related events. Statistics, such as: Natality Morbidity Mortality

20 Economic Factors Assess the current and likely future economic vitality of the community Measures include: Employment/unemployment level Payer mix Rate of inflation Health insurance marketplace locally

21 Political Factors Primarily qualitative in nature Political environment: regulated vs. free market Pertinent laws, rules, regulations, such as CON

22 Environmental Factors Physical Environment: e.g., Air quality Water quality

23 Demographic Factors Study of population Population size Age distribution of population