Chancellor’s Strategic Chancellor’s Strategic Planning RetreatPlanning Retreat

April 16, 2008April 16, 2008

John C. Adams, Ph.D.John C. Adams, Ph.D.

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What? Planning Again?What? Planning Again?

Plans are nothing; planning is everything. Plans are nothing; planning is everything. -Dwight D. Eisenhower-Dwight D. Eisenhower

It takes as much energy to wish as it does to It takes as much energy to wish as it does to plan. plan. -Eleanor Roosevelt-Eleanor Roosevelt

There is more than oneThere is more than onepath through the palmspath through the palmsto the beach. to the beach. -Hawaiian Proverb-Hawaiian Proverb

http://www.woodwarddavis.com/quotes.htmlhttp://www.woodwarddavis.com/quotes.html

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During, Before and AfterDuring, Before and After

Today’s agendaToday’s agenda

Chancellor’s BIG Ideas retreatChancellor’s BIG Ideas retreat

Strategic accomplishmentsStrategic accomplishments

Quality & performanceQuality & performance

AssumptionsAssumptions

Completing the planCompleting the plan

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Morning SessionMorning Session

Hal’s remarksHal’s remarks

Regenerative Medicine panelRegenerative Medicine panel

DiscussionDiscussion

BreakBreak

Breakout sessionsBreakout sessions

Morning sessions concludes -- 11:10Morning sessions concludes -- 11:10

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Afternoon SessionAfternoon Session

Bioinformatics panel – Bioinformatics panel – 11:2011:20

DiscussionDiscussion

LunchLunch

Breakout sessionsBreakout sessions

Retreat adjourns -- 2:20Retreat adjourns -- 2:20

Chancellor’s Council --2:30Chancellor’s Council --2:30

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Chancellor’s Council Chancellor’s Council BIG Ideas RetreatBIG Ideas Retreat

Regenerative medicineRegenerative medicine

BioinformaticsBioinformatics

Curriculum renewalCurriculum renewal

Science literacyScience literacy

Health workforceHealth workforce

Clinical research organization (CRO)Clinical research organization (CRO)

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Today’s WorkToday’s Work

Translate BIG Ideas into concrete goals Translate BIG Ideas into concrete goals

Exchange ideas with visiting faculty & Exchange ideas with visiting faculty & community participantscommunity participants

Challenge & energize one anotherChallenge & energize one another

Refresh rolling three-year strategic planRefresh rolling three-year strategic plan

Focus as leaders Focus as leaders

to advance UNMC’s visionto advance UNMC’s vision

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Strategic AccomplishmentsStrategic Accomplishments

Education – new Healthcare Quality Education – new Healthcare Quality courses launched and new courses launched and new interprofessional quality exercise planned interprofessional quality exercise planned

Research – Center for Clinical and Research – Center for Clinical and Translational Research operationalTranslational Research operational

Community partnerships – Geriatric Community partnerships – Geriatric Center approved and 70% funded; Center approved and 70% funded; “Healthy Omaha” initiated“Healthy Omaha” initiated

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International AccomplishmentsInternational Accomplishments

187 UNMC students went global187 UNMC students went global463 students, researchers & scholars from 64 463 students, researchers & scholars from 64 nations studied/worked at UNMC nations studied/worked at UNMC UNMC sent books & supplies overseas & will UNMC sent books & supplies overseas & will host 3host 3rdrd annual Int’l Student Forum - June 2-4 annual Int’l Student Forum - June 2-4UNMC & Governor signed trade agreementsUNMC & Governor signed trade agreements

Shanghai Jiao Tong University School of Shanghai Jiao Tong University School of MedicineMedicineChina-U.S. Joint Research Center for China-U.S. Joint Research Center for Medical Science & GeneticsMedical Science & Genetics

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Strategic AccomplishmentsStrategic Accomplishments

Cultural competence – cultural Cultural competence – cultural competence & professionalism course competence & professionalism course being developed, workshops presented, being developed, workshops presented, diversity specialists collaboratingdiversity specialists collaborating

Economic growth – “Advance Nebraska” Economic growth – “Advance Nebraska” established; $700K+ of licensing revenue established; $700K+ of licensing revenue through Decemberthrough December

Employee loyalty & satisfaction – career Employee loyalty & satisfaction – career paths & training links added to NU Valuespaths & training links added to NU Values

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Performance and Quality Performance and Quality IndicatorsIndicators

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Twelve Quality IndicatorsTwelve Quality Indicators

EducationEducation

ResearchResearch

Health careHealth care

Rural activitiesRural activities

Minority recruitment & retentionMinority recruitment & retention

Economic growthEconomic growth

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Twelve Quality IndicatorsTwelve Quality Indicators

Employee loyaltyEmployee loyalty

Financial strengthFinancial strength

InfrastructureInfrastructure

Strategic leadershipStrategic leadership

Compliance Compliance

National rankingsNational rankings

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Change from Prior YearChange from Prior Year

Improved – 5Improved – 5

Improved/stable – 3Improved/stable – 3

Improved/declined – 2Improved/declined – 2

Stable – 2Stable – 2

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How We Rate Ourselves How We Rate Ourselves (against our own extremely (against our own extremely

demanding standardsdemanding standards))

Outstanding – 0Outstanding – 0

Excellent – 4Excellent – 4

Very good – 6Very good – 6

Good – 1Good – 1

Fair to good – 1Fair to good – 1

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Certification/Licensure ExamsCertification/Licensure Exams

Key standard: 100% pass ratesKey standard: 100% pass rates

Change: MixedChange: Mixed

Rating: Very goodRating: Very good

Examples compared to prior year:Examples compared to prior year:– MD Step 2 pass rate – higherMD Step 2 pass rate – higher– DDS Part 2 pass rate – lowerDDS Part 2 pass rate – lower

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Research Funding & NIH Research Funding & NIH RankingsRankings

Key standard: NIH rankings @ 50Key standard: NIH rankings @ 50thth %tile %tile

Change: Improved/stableChange: Improved/stable

Rating: Fair to goodRating: Fair to good

Compared to prior year:Compared to prior year:– External funding – up 0.33%External funding – up 0.33%– NIH rankings – 4 higher & 1 lower NIH rankings – 4 higher & 1 lower

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Healthcare Quality & Patient Healthcare Quality & Patient SatisfactionSatisfaction

Key standard: Patient satisfaction %agesKey standard: Patient satisfaction %ages

Change: StableChange: Stable

Rating: Very goodRating: Very good

Compared to prior year:Compared to prior year:– Patient satisfaction – slightly betterPatient satisfaction – slightly better– Physician satisfaction – stablePhysician satisfaction – stable

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Rural ActivitiesRural Activities

Key Standard: %age of UNMC-trained Key Standard: %age of UNMC-trained rural practitionersrural practitioners

Change: StableChange: Stable

Rating: ExcellentRating: Excellent

Changes from prior year:Changes from prior year:– Physicians – slightly higherPhysicians – slightly higher– Pharmacists – slightly lowerPharmacists – slightly lower

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Minority Recruitment & RetentionMinority Recruitment & Retention

Key Standard: %age of underrepresented Key Standard: %age of underrepresented minority faculty, staff & studentsminority faculty, staff & students

Change: Improved slightlyChange: Improved slightly

Rating: GoodRating: Good

Changes from prior year:Changes from prior year:– Underrepresented minority faculty, staff & Underrepresented minority faculty, staff &

students – mixedstudents – mixed– Women faculty – slightly higherWomen faculty – slightly higher

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Economic Growth and Economic Growth and Technology CommercializationTechnology Commercialization

Key Standards: Economic impact & Key Standards: Economic impact & Intellectual Property Office index scoreIntellectual Property Office index score

Change: ImprovedChange: Improved

Rating: ExcellentRating: Excellent

Compared to prior year:Compared to prior year:– IPO index score – up 31%IPO index score – up 31%– IPO peer ranking – down to 3IPO peer ranking – down to 3rdrd from 2 from 2ndnd

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Employee Loyalty & SatisfactionEmployee Loyalty & Satisfaction

Key Standard: retention rates & Key Standard: retention rates & employment stabilityemployment stability

Change: ImprovedChange: Improved

Rating: ExcellentRating: Excellent

Compared to prior year:Compared to prior year:– Employee retention -- improvedEmployee retention -- improved– Employment stability -- improvedEmployment stability -- improved

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Financial StrengthFinancial Strength

Key Standards: Non-general fund growth Key Standards: Non-general fund growth & Hospital operating margin& Hospital operating margin

Change: MixedChange: Mixed

Rating: Very GoodRating: Very Good

Compared to prior year: Compared to prior year: – Faster non-general fund growthFaster non-general fund growth– Lower Hospital operating margin Lower Hospital operating margin

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InfrastructureInfrastructure

Key Standard: meeting annual Key Standard: meeting annual construction & ITS master plan targets construction & ITS master plan targets

Change: ImprovedChange: Improved

Rating: ExcellentRating: Excellent

Examples: Examples: – Progress on CHSE & RCE IIProgress on CHSE & RCE II– 14,448 telephones (Can you hear me now?)14,448 telephones (Can you hear me now?)

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Strategic Objectives/LeadershipStrategic Objectives/Leadership

Key Standard: 75% accomplishment of Key Standard: 75% accomplishment of objectivesobjectives

Change: StableChange: Stable

Rating: Very GoodRating: Very Good

Examples: Examples: – College of Nursing Norfolk DivisionCollege of Nursing Norfolk Division– OPPD land swapOPPD land swap

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Compliance EffectivenessCompliance Effectiveness

Key Standard: satisfactory external Key Standard: satisfactory external compliance reviewscompliance reviews

Change: ImprovedChange: Improved

Rating: Very GoodRating: Very Good

Examples: Examples: – F & A rate proposal submittedF & A rate proposal submitted– Improved effort certification reportingImproved effort certification reporting

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Comprehensive National RankingsComprehensive National Rankings

Key Standard: national recognition of Key Standard: national recognition of academic programsacademic programs

Change: MixedChange: Mixed

Rating: Very GoodRating: Very Good

Compared to prior year: Compared to prior year: – USN&WR medical schools -- rural medicine USN&WR medical schools -- rural medicine

ranking up to 6ranking up to 6thth from 9 from 9thth (April 2007) (April 2007)

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Planning AssumptionsPlanning Assumptions

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UNMCUNMC

New facilitiesNew facilities

More faculty & staffMore faculty & staff

Growing enrollmentGrowing enrollment

““World-Class Musts”World-Class Musts”

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UNMC ResearchUNMC Research

Expanded regenerative medicineExpanded regenerative medicine

Successful CTSA applicationSuccessful CTSA application

Productive international Productive international collaborationscollaborations

More NIH funding despite intense More NIH funding despite intense competitioncompetition

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Clinical ActivitiesClinical Activities

West Omaha Cancer CenterWest Omaha Cancer Center

Bellevue Medical CenterBellevue Medical Center

Medical office buildingMedical office building

New geriatric facilityNew geriatric facility

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Omaha & NebraskaOmaha & Nebraska

New ballpark, New ballpark,

Learning CommunityLearning Community

& Bright Futures& Bright Futures

Older, more diverse NE population Older, more diverse NE population

Budget problems persist into 2009-11Budget problems persist into 2009-11

UNMC & governor promote overseas UNMC & governor promote overseas tradetrade

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NU and NU FoundationNU and NU Foundation

Emphasis on quality, access & Emphasis on quality, access & affordabilityaffordability

Strategic Framework guides Strategic Framework guides actionsactions

Recurring reallocations possibleRecurring reallocations possible

Continued donor support for new Continued donor support for new facilitiesfacilities

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National & InternationalNational & International(from the March 17, 2008(from the March 17, 2008

issue of issue of Fortune)Fortune)

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““Hillary loves lattes. Hillary loves lattes. McCain likes a cappuccino, McCain likes a cappuccino,

but Obama is a za man but Obama is a za man [pepperoni [pepperoni pizpizzaza that is].” that is].”

-- Scott Cedrowski-- Scott Cedrowski

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““The Incredible Shrinking Bull: The Incredible Shrinking Bull: Stock returns may Stock returns may never be the samenever be the same

--at least for this--at least for this generation of investors.” generation of investors.”

--Allan Sloan--Allan Sloan

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““If the Web is just another way If the Web is just another way to watch TV, to watch TV,

I’m going to slit my wrists.”I’m going to slit my wrists.”-David Kirkpatrick & Adam Lashinksy-David Kirkpatrick & Adam Lashinksy

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““The $34 Trillion Problem: The $34 Trillion Problem: Medicare is poised to wreak Medicare is poised to wreak

havoc on the economy. And our havoc on the economy. And our presidential candidates are presidential candidates are

avoiding the issue.”avoiding the issue.”--Geoff Colvin--Geoff Colvin

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““Japanese developer Minoru Japanese developer Minoru Mori reaches for the sky with a Mori reaches for the sky with a 101-story Shanghai tower…the 101-story Shanghai tower…the world’s tallest…until completion world’s tallest…until completion

of [Burj Dubai, which ‘seeks of [Burj Dubai, which ‘seeks to embody the world’s to embody the world’s highest aspirations’].”highest aspirations’].”

--Clay Chandler; www-burjdubai.com--Clay Chandler; www-burjdubai.com

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The world isn’t flat. The world isn’t flat. It’s It’s TILTED.TILTED.

If we’re not careful, If we’re not careful, we’re going to we’re going to SLIDESLIDE off. off.

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Planning CalendarPlanning Calendar

Breakout sessionBreakout session

reports posted – 4/18reports posted – 4/18

Goals and milestones due – 4/30Goals and milestones due – 4/30

Chancellor’s Council adopts plan – 5/13Chancellor’s Council adopts plan – 5/13

Leaders, teams and measures due – 6/13Leaders, teams and measures due – 6/13

Detailed plan published – 7/1Detailed plan published – 7/1

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Warren’s WarningWarren’s Warning

““If your adviser talks to you about double- If your adviser talks to you about double- digit returns from equities,… beware the digit returns from equities,… beware the glib helper who fills your head with glib helper who fills your head with fantasies while he fills his pockets with fantasies while he fills his pockets with fees.”fees.”– Warren Buffet, Omaha World Herald, 3/1/08, Warren Buffet, Omaha World Herald, 3/1/08,

p. 2Dp. 2D

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Warren’s WisdomWarren’s Wisdom

““I’ve reluctantly discarded the notion of my I’ve reluctantly discarded the notion of my continuing to manage the portfolio after my continuing to manage the portfolio after my death – abandoning my hope to give new death – abandoning my hope to give new meaning to the term ‘thinking outside the meaning to the term ‘thinking outside the box’.”box’.”– Warren Buffet, Omaha World Herald, 3/1/08, Warren Buffet, Omaha World Herald, 3/1/08,

p. 1Ap. 1A

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Warren’s Message to UNMCWarren’s Message to UNMC

Adopt concrete,Adopt concrete,

measurable goalsmeasurable goals

that stretch UNMC that stretch UNMC

toward greatnesstoward greatness

-- turn dreams into realities.-- turn dreams into realities.

Bypass boxes -- build a betterBypass boxes -- build a better

Medical Center.Medical Center.

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Sorrell Center for Sorrell Center for Health Science EducationHealth Science Education