Strategic Planning: Policy to Action

Specialization in Health Management for Older AdultsMay 7, 2013

Mary Guthrie, MBA

National Policy

•Situational Analysis•Vision, Mission & Goals identified•Objectives & Recommendations for Action•Recommended Structure for Governance

Develop Strategic Plan

for Action

•Goals & Ojectives in Policy need to be linked to concrete steps to accomplish them•Develop "strategies" that are sustainable & will produce results (may go beyond those recommended)•First responsibility to be undertaken by Governance or appointment of Steering Committee to undertake

Plan for Action

•Creates forum for discussion & "buy-in" of those responsible for implementation•Establishes timeframes for completion•Identifies areas of joint responsibility as well as Lead Person with overall accountability• Opportunity to identify what resources (financial, facilities, personnel, information) are required

Areas identifie

d for additio

nal analyses & data

• Agreed upon timelines for provision to the group for consideration

Additional

Implementation Plans

• Larger Projects within the Plan of Action will require that those reponsible outline action steps in chronological order with antificipated completion dates (and where feedback will be required to group) in order to ensure that timelines remain on track

• Process requires focus & commitment from the Committee members & support from top leadership.

• Establish regular opportunities to communicate (f2f, virtual).• Think about resources needed & be realistic about what you

can accomplish and when. • Need a “leader” to take responsibility for the overall action

plan – important tasks: remind/flo-up on due items; problem solve/run interference; keep the project plan up-to-date at all times.

Tips for Managing the Process

• Post project plan where others can easily view but restrict revisions/updates to delegated person.

• Most plans suffer from promising “too much too soon”.• Each action item needs someone responsible.• Monitoring is important part of the process…….do not take it

out on the person.

• Numerous ways of creating grids – project management tools available online also.

Tips for Managing the Process

• Create measurable goals “along the way” for big projects so to keep up momentum and experience success.

• Try to avoid the experience of not meeting your deadline!

Tips for Managing the Process

Example of Process from BelizeNational Policy for Older Persons in Belize adopted 2002

Formation of National Council on Ageing

Development of NCA Strategic Plan: 2003 - 2006

The National Plan for Older Persons: 2003 - 2008

Subsequent updates to the National Plan

POLICY AREA: Ensuring that Development Policy Addresses Older Persons

Goal: Protection of the human rights of older persons and creation of conditions of economic security, social participation and education that promote the satisfaction of older persons’ basic needs and their full inclusion in society and development.

OBJECTIVES Current Situation (CS) Constraints © Opportunities (o)

GOALS/TARGETS Strategies/Actions – specify timeframe

Responsible area(s) Lead Person (name not agency/dept)

Objective 1.1: Promote the human rights of older persons

Note: May or may not want to include. Part of situational analysis but may want to record high level issues. Maybe helpful to those not familiar with National Policy.

1.1.a. Incorporate the rights of older persons at the level of policy, legislation and regulations. 1.1.b. Adopt a National Policy on Ageing, a legal framework and a national plan.

1.1.c. Ensure the participation of older persons in the design and evaluation.

Objective 1.2: Expansion and improvement of the coverage of both contributory & non-contributory pension schemes.

• You will be provided a document Summary National Policy on Ageing Goals & Objectives.

• Each Group selects to address either the Human Rights goal (six objectives) or the health care services goal (three objectives).

• Using the format sheet provided – take the Objectives and Recommended Actions and develop them into the Plan of Action.

• Identify likely sectors that will share responsibility but not individuals.

• End of session we will discuss challenges as a group.

Small Group Exercise