Download - Bev ppoint
Readiness for Strategic Planning: Critical questions for getting started
Beverly Triana-Tremain, PhDPublic Health Consulting, LLCwww.publichealthconsulting.net
1
Purpose of today’s presentation • Understand the purpose of strategic planning. • Understand if you (and your organization) are ready
for strategic planning? • Learn about tools to enhance the likelihood that
strategic planning will become a cultural change.• Learn how to think like Leonardo Da Vinci.
2
Critical question #1: Do you understand the intent of strategic planning?
• Strategic planning enables you to answer the following questions:
1. Who are we?2. What capacity do we have/what can we do?3. What problems are we addressing?4. What difference do we want to make?5. Which critical issues must we respond to?6. Where should we allocate our resources?/what should our
priorities be?
• Only once these questions are answered, is it possible to know:
1. What should our immediate objective be? 2. How should we organize ourselves to achieve this
objective? 3. Who will do what when?
3
CRITICAL QUESTION #2: DO YOU KNOW WHAT YOU DO AND WHAT YOU DO IT WITH?
LOGIC MODEL PROCESS
4
Critical question #3: Do you measure what you do?
• There is no need to plan if you don’t measure what you do to know if the plan worked.• Do you have an evaluation culture?
5
Critical question #4: are you ready?
6
CRITICAL QUESTION #5: HOW CONNECTED ARE YOU TO OTHERS WHO HAVE THE SAME MISSION
7
• Quality Improvement • Balanced Scorecard• My Strategic Planning
8
CRITICAL QUESTION #6: WILL THIS BE AN ACTIVITY OR A CULTURAL CHANGE?
The cycles build on each other…
9
Hunches Theories Ideas
Changes That Result in Improvement
A P
S D
APS
D
A P
S DD S
P A
DATA
Very small scale test
Follow-up tests
Wide-scale tests of change
Implementation of change
PDCA
10
PDSA Cycle to incorporate the use of a new CM form
11
Introduce new CM Intake/
Assessment Form
Improve Access to
HIV Primary Care
A PS D
APS
D
A PS D
D SP A
DATA
D SP A
Cycle 1A: Adapt new CM form and test with one of Joanne’s patients
Cycle 1B: Revise tool and test with Karl’s clients next Monday
Cycle 1C: Present refined tool to all 3 case managers and document feedback
Cycle 1D: Revise and test tool with all clients for one week
Cycle 1E: Implement and monitor the standards
5 Whys
Case Example: Auto Repair Shop
12
• Quality is free, but it is not a gift. It is hard work.
• Quality improvement has as much to do with converting people as solving problems.
by Phillip Crosby. Quality is free.
13
The Performance Equation
14
What is it you want?
“Most of what we say and do is not essential. If you can eliminate it, you’ll have more time, and more tranquility. Ask yourself at every moment, ‘Is this necessary?”– Marcus Aurelius
15
Tools • Balanced Scorecard
• My Strategic Plan (www.mystrategicplan.com)
16
• Curiosita• Dimostrazione• Sensazione
• Sfumato• Arte/Scienza• Corporalita’• Connessione
17Based on the work by Michael J. Gelb, How to think like Leonardo da Vinci:
Seven steps to genius every day. Delta Press, New York: NY, p. 9.
CRITICAL QUESTION # 7: CAN YOU THINK LIKE LEONARDO DAVINCI?
Curiosita’ – An Insatiable Curiosity
Dimostrazione – Testing Knowledge Through Experience
Sensazione – Continued Refinement Of The Senses
Sfumato – A Willingness To Embrace Ambiguity
Arte/Scienza – Developing A Balance Between Art And Science
Corporalita’ – Cultivating Fitness And Poise
Connessione – Recognizing And Appreciating That All Phenomena Are Connected..
18
Building an organization is a lot like raising children…
put the hard work in at first
and you will be
rewarded…
19
•Thank you!
20