CompassCare CompassCare OT Executive TrainingOT Executive Training

Training Session 4a, 4bTraining Session 4a, 4b

Strategic PlanningStrategic Planning

Implementation ReviewImplementation Review

How are you doing?How are you doing? How was your 1:1 meeting with your How was your 1:1 meeting with your

Executive Coach?Executive Coach? Any Executive ICL issues?Any Executive ICL issues?

Strategic LeadershipStrategic LeadershipFive Elements of a Strategic PlanFive Elements of a Strategic Plan

Core ValuesCore Values MissionMission VisionVision StrategiesStrategies MetricsMetrics

A.A. Core ValuesCore Values

1.1. Core Values DefinedCore Values Defined-The 3 or 4 words or phrases that define -The 3 or 4 words or phrases that define

who you who you are that make you uniquely suited to are that make you uniquely suited to accomplish an accomplish an objectiveobjective

2.2. Setting Organizational ToneSetting Organizational Tone

3.3. Building/Maintaining CultureBuilding/Maintaining Culture Their role in hiring, managing, firingTheir role in hiring, managing, firing

Optimized PRC Core ValuesOptimized PRC Core Values

Fighting SpiritFighting Spirit RelevanceRelevance AccountabilityAccountability

B.B. MissionMission

1.1. Defined (Disciplined Thought)Defined (Disciplined Thought) Revising a right mission: The Revising a right mission: The

intersection of who you are and that at intersection of who you are and that at which you can be the best in the worldwhich you can be the best in the world

Passion+Skills+Resources=PurposePassion+Skills+Resources=Purpose

2.2. Implementing a Dream (Disciplined Implementing a Dream (Disciplined Action)Action)

The role of Mission in Managing Others The role of Mission in Managing Others (Building mission ownership--Passion)(Building mission ownership--Passion)

Optimized PRC MissionOptimized PRC Mission

To erase the need for abortion by To erase the need for abortion by transforming women’s fear into transforming women’s fear into confidenceconfidence

C. VisionC. Vision

1.1. DefinedDefined What the world looks like from the What the world looks like from the

perspective of your stakeholders once perspective of your stakeholders once you are doneyou are done

Your Stakeholders IncludeYour Stakeholders Include PatientsPatients BabiesBabies Staff/VolunteersStaff/Volunteers DonorsDonors CenterCenter CommunityCommunity GodGod

C. VisionC. Vision

How does OT help fulfill this How does OT help fulfill this responsibility at the highest responsibility at the highest

level?level?

PatientsPatients

Patients experience a transformation Patients experience a transformation from the fear of the unknown into from the fear of the unknown into confidence in the future, beginning to confidence in the future, beginning to make good decisions with positive make good decisions with positive outcomes.outcomes.

BabiesBabies

Every baby, irrespective of mother’s Every baby, irrespective of mother’s social situation, has the opportunity social situation, has the opportunity to pursue their inalienable right to to pursue their inalienable right to life, liberty, and the pursuit of life, liberty, and the pursuit of happiness.happiness.

Staff and VolunteersStaff and Volunteers

Staff/Volunteers see that they are Staff/Volunteers see that they are effecting the patient’s transformation effecting the patient’s transformation from fear of the unknown into from fear of the unknown into confidence in the future after having confidence in the future after having had a baby.had a baby.

DonorsDonors

Donors see that for every $1000 Donors see that for every $1000 given three lives are saved.given three lives are saved.

The CenterThe Center

The Center sees an average of 1000 The Center sees an average of 1000 at risk women have their babies at risk women have their babies annually.annually.

CommunityCommunity

Community gains economic, Community gains economic, physical, emotional, social, moral, physical, emotional, social, moral, and spiritual health. and spiritual health.

GodGod

God is honored as His investment of God is honored as His investment of life, finances, personnel, etc are used life, finances, personnel, etc are used in such a way as to produce the in such a way as to produce the greatest gain possible.greatest gain possible.

C. VisionC. Vision

2.2. How to use Vision StatementsHow to use Vision Statements Clear Clear (ID Gap-where we are vs where we (ID Gap-where we are vs where we

need to be)need to be) CascadingCascading CreativeCreative ConstantConstant

D. Strategies/ApproachesD. Strategies/Approaches

1.1. Defined: The most effective Defined: The most effective method to accomplish the mission method to accomplish the mission efficientlyefficiently

2.2. Turning staff loose (Freedom within Turning staff loose (Freedom within structure)structure)

D. Strategies/ApproachesD. Strategies/Approaches

3.3. Follow the vein of gold Follow the vein of gold (Comprehensive specificity)(Comprehensive specificity)

4.4. Interdepartmental CohesivenessInterdepartmental Cohesiveness

5.5. Valuing the visionary aspects of Valuing the visionary aspects of direct reportsdirect reports

Optimized PRC StrategyOptimized PRC Strategy Develop and maintain accurate and relevant Develop and maintain accurate and relevant

service designed for women at high risk for service designed for women at high risk for abortionabortion

Leverage organizational environment made up Leverage organizational environment made up of three main departments (e.g. Patient of three main departments (e.g. Patient Resources, Medical Services, Advancement) to Resources, Medical Services, Advancement) to acquire and dispense resources in a linear acquire and dispense resources in a linear fashion.fashion.

Each department is managed by content Each department is managed by content experts who each assemble volunteer teams for experts who each assemble volunteer teams for the purpose of accomplishing the mission as it the purpose of accomplishing the mission as it relates to their respective department. relates to their respective department.

E. Core MetricsE. Core Metrics

1.1. Defined: How you know that you are on Defined: How you know that you are on the right trackthe right track

2.2. The Importance of Measuring Progress The Importance of Measuring Progress (accountability)(accountability)

3.3. The Importance of Measuring the Right The Importance of Measuring the Right ThingsThings

4.4. The Use of Metrics in Strategy The Use of Metrics in Strategy ModificationModification

5.5. Trends versus AnomaliesTrends versus Anomalies

Optimized PRC Core MetricsOptimized PRC Core Metrics

Master ReportMaster Report See example, next slideSee example, next slide

Next Steps ReviewNext Steps Review

Brief review of upcoming ICL itemsBrief review of upcoming ICL items