Strategic Planning Eileen Horton, MSN, MSM, RN

Vice President – Patient Services/CNO Capital Health

What is Strategic Planning?

• Strategic planning is a process to determine where an organization is going over the next year or more, and

• How the organization is going to get there

Strategic Planning Involves: Attention to the "big picture" and the willingness to adapt

to changing circumstances. Elements: • formulation of the organization's future mission in light

of changing external factors such as regulations, competition, technology, and customers

• development of a competitive strategy to achieve the mission

• creation of an organizational structure, which will deploy resources to successfully carry out its competitive strategy

Who’s Involved in Organizational Strategic Planning?

• CEO • Board & Strategic Planning Committee • Senior Management (Exec. VP, CFO, CIO,

VPMA, CNO, VPs of Clinical Services, Support Services, QI/RM, HR and Planning, Exec. Dir. Ambulatory, General Counsel, and Compliance Officer

• Director of Planning • Consultants (Advisory Board & SG2) • All Directors and Managers should have input

What is the Basis for the Strategic Plan?

• Mission • Vision • Values

Driving Strategies/ Imperatives/ Pillars

• Growth • Quality and Safety • Employee Satisfaction • Patient Satisfaction • Physician Satisfaction

Analyzing the Market

• Primary • Secondary • Tertiary

Strategic Planning Starts with Data

Knowing Core Business 2009 Inpatient Discharge Summary – Mercer Campus

DRG Description Quantity Percent

629 NEONATE, B WT OVER 2499G W/O 1875 15.0%

373 VAGINAL DELIVERY W/O COMPLIC 1029 8.2%

371 CESAREAN SECTION W/O C.C. 410 3.3%

372 VAGINAL DELIVERY WITH COMPLI 400 3.2%

143 CHEST PAIN 246 2.0%

775 BRONCHITIS & ASTHMA AGE < 18 232 1.9%

127 HEART FAILURE + SHOCK 185 1.5%

359 UTERINE & ADNEXA PROC FORNON 178 1.4%

088 CHRONIC OBSTRUCTIVE PULMONAR 173 1.4%

773 SIMPLE PNEUMONIA & PLEUISY A 161 1.3%

383 OTHER ANTEPARTUM DIAG.WITH M 148 1.2%

627 NEONATE, B WT 0VER 2499G W/O 148 1.2%

651 HIGH RISK CESAREAN SECTION W 144 1.2%

370 CESAREAN SECTION WITH C.C. 118 0.9%

541 RESP.DISORDERS EXCEPT INFECT 105 0.8%

395 RED BLOOD CELL DISORDERS AGE 103 0.8%

OTHER 6822 54.7%

Total 12477

Where to Expand? Zip

Code Description

Population of Base

Year (2000)

Population of Current Year (2006)

Population of Forecast Year (2011)

Population Growth of Current Year (%)

Population Growth of Forecast Year (%)

08505 BORDENTOWN 14,616 17,154 19,139 17.36 11.5708534 PENNINGTON 11,267 12,982 14,311 15.22 10.2408560 TITUSVILLE 3,550 3,979 4,323 12.08 8.6508608 TRENTON 1,380 1,345 1,315 -2.54 -2.2308609 TRENTON 14,590 15,036 15,553 3.06 3.4408610 TRENTON 29,624 31,000 32,286 4.64 4.1508611 CHAMBERSBURG 25,461 26,401 27,337 3.69 3.5508618 TRENTON 41,149 41,165 41,387 0.04 0.5408619 MERCERVILLE 23,159 24,094 24,997 4.04 3.7508620 YARDVILLE 15,908 16,759 17,471 5.35 4.2508628 WEST TRENTON 8,456 9,255 9,902 9.45 6.9908629 TRENTON 11,187 11,698 12,138 4.57 3.7608638 EWING 23,716 24,225 24,758 2.15 2.208648 LAWRENCE 27,534 30,350 32,611 10.23 7.4508690 HAMILTON SQUARE 17,893 18,294 18,696 2.24 2.219067 YARDLEY-MORRISVILLE 53,146 52,882 52,857 -0.5 -0.05

322,636 336,619 349,081 4.3%

08016 BURLINGTON 30,702 33,118 35,162 7.87 6.1708022 COLUMBUS 6,238 9,673 12,242 55.07 26.5608520 E. WINDSOR-HIGHTSTOWN 29,552 31,942 33,906 8.09 6.1508540 PRINCETON 43,474 47,372 50,567 8.97 6.7408691 WASHINGTON TOWNSHIP 11,864 13,919 15,525 17.32 11.5418940 NEWTOWN 28,302 30,411 32,065 7.45 5.4419047 LANGHORNE 34,283 38,599 41,887 12.59 8.5219054 LEVITTOWN 17,599 16,717 16,068 -5.01 -3.88

202,014 221,751 237,422 9.8%

Primary Service Area

Secondary Service Area

Population Trends

4.30%

9.80%

0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

12.00%

Primary Service Area Secondary Service Area

Market Growth 2000 - 2006

Population Details

0

50,000

100,000

150,000

200,000

250,000

0-14 15-24 25-49 50-64 65+

PSA-SSA Population Comparison 2000-2006 by Age

2000 Pop 2006 Pop

Identifying Where/What to Do

Getting an Idea For a New Program/Process

• Advisory Board; NJHA; ONE-NJ; Professional Organizations

• NJ-DOH • Federal Government • Building on Existing Strengths

External Forces

• Competition • Changing

demographics • Community needs • Changes in practice

and site locations • Regulatory issues • Reimbursement

What Does the Actual Plan Involve?

• Identifying and Proposing a Project • SWOT Analysis:

– Strengths – Weaknesses – Opportunities – Threats

• Financial Impact

Developing the Plan

• Identify Goals – Realistic – Measurable – Timely

• Identify Steps to Achieve Goals • Identify Responsibilities • Monitor Progress Who – What – Where – When - How

Data…Data…Data…

Creating the Action Plan

• Timeline • Responsibilities • Monitoring Progress

Alignment

Successful Strategic Planning • Leads to action • Builds a shared vision that is values-based • Is an inclusive, participatory process in which board

and staff take on a shared ownership • Accepts accountability to the community • Is externally focused and sensitive to the

organization's environment • Is based on quality data • Requires an openness to questioning the status quo • Is a key part of effective management

Who Can Be a Strategic Planner?

Questions?

Slide Number 1What is Strategic Planning?Strategic Planning Involves:Who’s Involved in �Organizational Strategic Planning?What is the Basis for the �Strategic Plan?Driving Strategies/ �Imperatives/ PillarsAnalyzing the MarketStrategic Planning �Starts with DataSlide Number 9Knowing Core BusinessWhere to Expand?Population TrendsPopulation DetailsIdentifying Where/What to DoGetting an Idea For a New Program/ProcessExternal ForcesWhat Does the Actual Plan Involve?Developing the PlanData…Data…Data…Creating the Action PlanAlignmentSuccessful Strategic PlanningWho Can Be a Strategic Planner?Questions?