"Chapter Strategic Planning NTI 2010"
Chapter Strategic Planning: A “How-to” Workshop Kim Hodge, MSN, RN, CCRN-CMC, CNS Kathy Peavy, MS, RN, CCRN, CNS Act with Intention Welcome! Please turn your cell phones and pagers to vibrate or silent. Session: Mastery Contact Hours: 3.0 C Class Code: 504 Objectives At the end of the session, the participant will be able to: 1. Define what a strategic plan is and what it can do for a chapter. 2. Describe the steps in a strategic planning process. 3. Initiate the strategic planning process by writing one goal and objective, identifying activities that can achieve the objective, developing a work plan and designing an evaluation tool. What is strategic planning? Management Tool Purpose: “to help an organization do a better job - to focus its energy, to ensure that members of the organization are working toward the same goals, to assess and adjust the organization's direction in response to a changing environment” (www.allianceonline.org) Strategic Planning “A disciplined effort to produce fundamental decisions and actions that shape and guide what an organization is, what it does, and why it does it, with a focus on the future.” (www.allianceonline.org) Being Strategic Be clear about objectives… Be aware of resources… Incorporate both to become consciously responsive to changing environments… Strategic Process It’s all about planning… Intentionally setting measurable objectives / expected outcomes (Preferred Future) Developing an approach (activities) to achieve the objectives / outcomes In the end… “The strategic plan is ultimately no more, and no less, than a set of decisions about what to do, why to do it, and how to do it.” (www.allianceonline.org) What Strategic Planning is NOT Long range Absolute Rigid Static Strategic Thinking Strategic planning is ONLY useful if it supports strategic thinking… Strategic Thinking is asking “Are we doing the right thing?” It has three key requirements: Definite Purpose Understanding of Environment Creativity Successful Strategic Planning… Action Shared vision Values-based Participatory Accountability to community Successful Strategic Planning… Externally focused Quality / Excellence Driven Challenges the ‘status quo’ Key to effective management / leadership Strategic Planning Process Step 1: Assess Readiness Step 2: Mission, Vision and Values Step 3: Analyze the Situation Step 4: Develop Objectives, Activities and Tasks Strategic Planning Process Step 5: Create the Work Plan / Timeline Step 6: Implement the Activities Step 7: Evaluate / Modify Assess Readiness Is your chapter ready? Leadership Commitment Resources Have Need How do you get what you need? Mission, Vision and Values Mission: summarizes what, how and why of the organization’s work… Vision: presents an image of what success will look like… Values: underlying beliefs… Mission: AACN Mission Patients and their families rely on nurses at the most vulnerable times of their lives. Acute and critical care nurses rely on AACN for expert knowledge and the influence to fulfill their promise to patients and their families. AACN drives excellence because nothing less is acceptable. Vision: AACN Vision (GOAL) AACN is dedicated to creating a healthcare system driven by the needs of patients and families where acute and critical care nurses make their optimal contribution. Analyze Outcomes of Analysis: o Quality information to make decisions o List of critical issues o Most important issues for the organization to deal with External Environment Internal Environment External Environment Political Community Demographics and Social Needs Economic Legal Changes Technological People Served Internal Environment Chapter’s history, facts and origins Mission, vision and values SWOT (strengths, weaknesses, opportunities, and threats) Analysis Develop Objectives Determine priorities For each priority…write objectives Objectives / Expected Outcomes Measurable Specific Tell ‘what’ Activities For each objective, write activities that tell ‘how’… There may be several activities for each objective. Think about resources needed for each activity… Tasks Each activity requires tasks that must be identified and accomplished before the activity can occur… What are they? Work Plan / Timeline Vision (goal) leads to objectives leads to activities leads to tasks… Now it’s time to decide WHO will be the ACCOUNTABLE PERSON for EACH ACTIVITY and then WHO WILL DO WHAT TASK BY WHEN? Closing the Loop Implement Evaluate Modify as needed Strategic Planning Tracking Objective (One) Activities (number them) Accountable person(s) Date of completion Comments and/or budget Activity number ‘x’ Task(s) Person(s) assigned Date due Comments Develop Objectives AACN Priorities: Certification, HWE, Beacon For each priority…write one objective Objectives / Expected Outcomes Measurable Specific Tell ‘what’ Activities For each objective, write at least 2 activities that tell ‘how’… There may be several activities for each objective. Think about resources needed for each activity… What are they? Tasks Each activity requires tasks that must be identified and accomplished before the activity can occur… Brainstorm and list tasks… Work Plan / Timeline Vision (goal) leads to objectives leads to activities leads to tasks… Now it’s time to decide WHO will be the ACCOUNTABLE PERSON for EACH ACTIVITY and then WHO WILL DO WHAT TASK BY WHEN… Strategic Planning Tracking Objective (One) Activities (number them) Accountable person(s) Date of completion Comments and/or budget Activity number ‘x’ Task(s) Person(s) assigned Date due Comments Objectives 1 Certification: Increase certification of members by at least 10% (20%) by the end of the fiscal year. 2 HWE: Focusing on the meaningful recognition standard, develop (2) awards to be given out by the end of the fiscal year. 3 Beacon: Provide education at a chapter meeting regarding the Beacon award, what is it, why it’s important, etc. by the end of the fiscal year. Objective #1 Activities… Activity Lead Person Date of Comments Completion and/or Budget 1 Identify a campaign Maggie 1 month 2 Send out letters to members – Lavonna 1.5 months Minimal certified and noncertified _ discuss campaign details 3 Offer a 3-day CCRN/PCCN Carolyn 6 months $10,000 review course using national speaker with proven results 4 Send out letter to certified Karen 1.5 months members recognizing their certification status and asking if anyone was interested in mentoring or leading a study group Objective #2 Activities… Activity Lead Person Date of Comments Completion and/or Budget 1 Develop a task force with 3-5 Janine / Task November 30, TBD chapter members to establish Force Chair 2010 criteria for the awards 2 Identify the (2) award Janine / Task November 30, TBD categories: Excellence in Force Chair 2010 Management and Excellence in Clinical Practice 3 Determine the type of award Janine / Task December 31, TBD (e.g., monetary) Force Chair 2010 4 Task force presents final Janine / Task January 31, 2011 TBD proposal to board Force Chair Objective #3 Activities… Activity Lead Person Date of Comments Completion and/or Budget 1 Gather data / information Chapter Secretary 2 months Minimal to none needed 2 Inform members regarding Education 2 weeks Minimal to none information gathered Coordinator 3 Presenting Beacon Education 2 month Minimal to none information to membership Coordinator 4 Program evaluation Education 1 month Minimal to none Coordinator Objective #1: Activity #1 Tasks… List Supporting Task Below Task Lead Person Due Date Date of Update Update / Comments 1 Room reservations Secretary 1 month 2 Speakers / facilitators Chapter 1 month Educator 3 Review test blueprints and Board Next board divide content meeting 4 Objective #2: Activity #1 Tasks… List Supporting Task Below Task Lead Person Due Date Date of Update Update / Comments 1 Determine resources for Task Force 1 month the award – treasury? Chair Fundraising? Increase a program cost? 2 Determine what the award Task Force 1 month will be. 3 Present to board for Task Force 2 months approval. Chair 4 Objective #3: Activity #1 Tasks… List Supporting Task Below Task Lead Person Due Date Date of Update Update / Comments 1 Schedule a membership President 1 month meeting. 2 Design a Beacon agenda Secretary 1 month item. 3 Develop a Beacon flyer. Board 1 month 4 Distribute flyer in all usual Membership 1 month methods. chair Objective Issues… List any issues with which the chapter needs guidance. Evaluation: Objective # Contact Information Kim Hodge: firstname.lastname@example.org Kathy Peavy: email@example.com AACN Chapter Advisory Team (a.k.a. CAT) CAT@AACN.org AACN National Office Karen Certalic: firstname.lastname@example.org Mitzi Inman: email@example.com