Strategic Plan Template Healthcare Organization

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Strategic Plan Template Healthcare Organization Powered By Docstoc
					  Free Strategic Planning Tool For Your Practice

   Dear Physician,

   Here is a complimentary Strategic Planning Tool we developed especially for your practice. This
   simple tool will help you create an action plan to achieve your goals for providing culturally
   competent healthcare over the next year(s).

   The Strategic Planning Tool is set up in an easy-to-use framework that maps out what to do and how
   to do it:

   Assist your practice in meeting and sustaining conformance with Standard #8 of the Office of
   Minority Health’s National Standards for Culturally and Linguistically Appropriate Services (CLAS) in
   Health Care which states, “Health care organizations should develop, implement and promote a
   written strategic plan that outlines clear goals, policies, operational plans and management
   accountability/oversight mechanisms to provide culturally and linguistically appropriate services.”

   This tool will help you develop:
       Your organization’s mission statement
       Your organization’s vision
       Your organization’s values
       Your organization’s objectives, goals and action plan
       A SWAT analysis (strengths, weaknesses, opportunities and threats) of your organization

   The tool contains:
       Guidelines for developing a strategic plan for your practices with
              Brief examples of what you might cover in your own plan
              How to analyze your plan design to determine your focus
       Two, easy-to-use strategic plan templates, with instructions
              Electronic
              Hardcopy

  There’s no one way to conduct strategic planning, so don’t worry if your practice or plan
  doesn’t follow this outline exactly. The important thing is to have a plan and to work toward
  achieving your goals.

  Need help? Please feel free to contact Laura Gamba at 800-564-7490, extension 3920 if you
  have any questions or wish additional help.

FL20071DF1D232510440. This material was prepared by FMQAI, the Medicare Quality Improvement Organization for Florida, under contract with the Centers for
Medicare & Medicaid Services, an agency of the U.S. Department of Health and Human Services. The contents presented do not necessarily reflect CMS policy.

                                         Information for                         Healthcare Improvement
                           STRATEGIC PLANNING TOOL

A Strategic Plan Should Include the Following:

I. Mission Statement: A brief description of the purpose of the organization. Your
mission statement should be posted in a prominent location in your office. How do you
wish to render value to your patients? Example:

   To deliver the highest possible quality of care to each patient, with respect and special
   attention to each person’s racial, ethnic and sociocultural background and needs.

II. Vision: A description of how you want the organization to operate in the future and
how your patients will benefit. What do you want your practice to look like? Example:

   To be known as the most caring healthcare facility and the most effective in diagnosing and
   treating every patient through better communication and understanding. In this manner, we
   will lower the critical effects of specific diseases such as diabetes by at least {enter % rate}
   within the next year.

III. Values Statement: Lists how you want the organization to operate. This often is on
moral values such as integrity, honesty, respect, etc., but it could include operational
values such as increasing efficiency, timeliness, communication, etc. Example:

   All patients are to be treated equally, regardless of race, ethnicity or socioeconomic
   background and given the best possible available care and consideration. Our values are to
   ensure open communication with the patient and to treat each patient holistically, not just as
   a disease or an illness. For this, we are committed to continuous performance improvement,
   both medically and in our patient focus. These values are the responsibility of each
   individual within our organization.

IV. Objectives: What health benefits will there be? Some examples might be to:
       1. Increase immunization levels
       2. Improve diagnosis of critical conditions such as diabetes
       3. Increase compliance regarding treatment methods
V. Goals: What specific issues do you want to address for the next year and what results
do you want to obtain? What must be achieved in order to improve culturally and
linguistically appropriate services for your practice? Goals should be quantifiable,
consistent, realistic and achievable. To be achievable, you may want to limit your goals
for the next year to only two or three. Examples of such goals for the underserved
population might be:
    1. To increase pneumonia immunization among Hispanic speaking patients by
        {enter % rate}
    2. To improve communications among the Vietnamese population in order to
        increase efficiency in providing better diagnosis, treatment and positive outcomes
    3. To increase proper usage of inhalers for all asthmatic patients

VI. Action Plan: What actions or methods are needed to meet each goal? How will you
obtain your objectives? What budget, if any might be set aside for training or special
services? Make sure your goals and actions reflect your organization’s mission and
values relating to cultural and linguistic competency. An example of an action plan for
improving usage of inhalers might include the following steps:
        1. Demonstrate how the inhaler is used
        2. Be aware of the language and/or culture differences with your patient
        3. Let the patient show how he/she thinks it should be done
        4. Provide materials explaining, in the patient’s language, the use of an inhaler
        5. For patients who need additional help, arrange for a nurse to visit their home
            and practice with them
        6. Have staff follow up with patient to determine level of understanding/

VII. SWOT (An acronym for Strengths, Weaknesses, Opportunities and Threats)
Analysis: In order to develop your strategic plan, you might first want to do an analysis
of your current environment and situation to determine where you currently stand
regarding cultural and linguistically appropriate services and where you would like to be.
SWOTs help identify possible strategies for building on strengths, resolving or mitigating
weaknesses, taking advantage of opportunities and avoiding threats. This information can
be added to your strategic plan as an appendix.

Often a SWOT analysis is filled out in a table such as the one shown below:
Strengths                                      Weaknesses
Excellent reputation                           Only one physician is bilingual
In business for {enter number}of years         Difficulty in working with a growing
Caring staff with {enter number} of years      Vietnamese population
of experience                                  Not enough focus on obesity and related
Modern equipment                               conditions
Opportunities                                  Threats
Greater ability to hire bilingual staff        Possible bilingual clinic opening near
Better relationships with affiliated hospitals primary office
                               TEMPLATE INSTRUCTIONS

The template on the next page is designed to help you produce your strategic plan. You
can use this template for creating your final document.

Each topic title (in blue) on the template has a link back to the appropriate section of the
Strategic Planning Guide, which you can access by clicking on the title. This link helps
you decide what type of information is needed for each section and provides examples to
consider as you develop your plan.

If you use the template electronically, you can refer back to the topic descriptions and
examples by clicking on the links.

If you print out the template to fill out manually, you still have the Strategic Planning
Guide as a reference.

DISCLAIMER: Material was prepared by the Underserved Quality Improvement Organization Support
Center (UQIOSC), under contract with the Centers for Medicare & Medicaid Services, an agency of the
U.S. Department of Health and Human Services. For questions and additional information: 1.800.528.2655. Qsource-TN-TASK4-2007-14
                         STRATEGIC PLAN FOR {Enter Name}

Mission Statement:


Values Statement:


Goals and Action Plans:

Goal #1
       Action Plan: 1.

Goal #2
       Action Plan: 1.

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