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Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 1 of 24
The US Land Grant Extension System
Opioid Crisis Response Workgroup
Strategic Planning Sessions Report Out (Behavioral Health Strategic Plan & Opioid Crisis Response PLAN)
Facilitated & Prepared
by Steven H. Cady, Ph.D.
September 26, 2018
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 2 of 24
Section 1
Executive Summary
This report provides the output information generated from a planning process with the US Land Grant
Extension System, Opioid Crisis Response Workgroup. The process entailed sessions with the workgroup
or the chair, Mark Skidmore, focused on developing a strategic response framework for the opioid crisis
that will serve as a guide for cooperative extension’s system-wide programming into the future. The
outcomes from four workgroup online meetings and one onsite meeting were to:
❏ Collaboratively develop content for the Behavioral Health Strategic Framework that is unique,
compelling, and capable of taking on a life of its own.…
❏ Craft an Opioid Crisis Response PLAN that leverages Extension’s unique competencies and advantages
in ways that fill gaps not being met.
❏ Facilitate the pre-meetings to serve as a foundation for deeper meaningful work in the onsite meeting. Note
- do only together in person what you could not otherwise do. Through the process, the aim will be to
energize the experience, wisdom, and expertise of the group - individually and collectively. In addition, we
will use the meetings to enrich the relationships among the team that will serve longer-term impactful work
together in a variety of ways.
The Extension Opioid Crisis Response Workgroup is collaboratively developing a report to be delivered
as part of a system-wide solution. Of the activities requiring coordination is the need to develop a
strategic framework. From working documentation, the following was stated, “Overdoses are now the
leading cause of death of Americans under the age of 50, the impacts of which are being felt in every
region of the country, affecting both rural and urban places. Most of these fatalities are tied to heroin or
prescription painkillers. In many states, universities within the Land Grant system are responding to the
crisis. However, the Extension Committee on Organization and Policy (ECOP) believes that a
coordinated effort within the Land Grant system could provide a larger and more effective response the
ongoing crisis.”
The document provides a report out from the workgroup’s planning sessions. The process for moving
forward, the next steps are:
1. Summarize Discussion
2. Provide Recommended Strategy Statement
3. Leadership Team
4. Process Design Team
5. Strategy Team
a. Formalize Plan
b. Operationalize Goals
6. Action Planning
a. Best Practices
b. Appreciative Inquiry
c. Projects Prioritization
7. Project Management
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 3 of 24
Section 2
Table of Contents
Sections Pages
1. Executive Summary 2
2. Table of Contents 3
3. Behavioral Health Strategic Analysis
3.1. Resources
3.2. SOAR Framework
3.3. Strengths
3.4. Opportunities
3.5. Aspirations
3.6. Results
4
4
5
6
7
8
9
3. Behavioral Health Strategic Plan (Proposed)
3.1. Behavioral Health Definition
3.2. Strategy Framework
3.3. Vision
3.4. Mission
3.5. Goals
3.6. Objectives
10
10
13
14
14
15
16
4. Opioid Crisis Response PLAN
4.1. Context
4.2. Purpose & Outcomes
4.3. Leadership & Stakeholders
4.4. Actions
4.5. Needs
18
19
20
21
22
24
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 4 of 24
Section 3
Behavioral Health Strategic Analysis
The workgroup conducted a strategic analysis of the extension’s behavioral health internal and external
environment. The workgroup considered Behavioral Health broadly, within Extension and its niche,
recognizing that the opioid crisis is one of several challenges being faced across the country. They
reviewed all the strategic resources (literature review and survey, plus other information as appropriate),
fill out the strategic analysis template called SOAR that is described below. The following links provide
the resources used to complete the analysis:
Resource Materials
https://tinyurl.com/OpioidWorkgroupReadings
Meeting Agendas https://docs.google.com/presentation/d//edit?usp=sharing 1FYl8-5bsB78Yihmb-
RA6o9GfsCWZF1aK4GUxayAyxdY
Working Documents
https://drive.google.com/drive/folders/1TNyjvUdsb4jDSyI41ekYxIwiqn0yFxa4?us
p=sharing
Meeting Recordings https://youtu.be/oI3PGXZjZR4
Each member of the team filled in the table below with their personal view on the four quadrants. They
provided an assessment based on the resources provided and individual perspective, bringing their
individual work to the first online planning session. The teams utilized tools and frameworks as shown
below, along with additional resources to conduct their analysis.
A draft of this report was shared with the group. The workgroup was asked to review and provide
comments. Comments are provided here for future reference. Post Sessions Comments from Workgroup:
“I love all of the first SOAR sections, except the "results" section doesn't fully make sense to me. For
example, why is MHFA mentioned, but no other program? I missed more than one call, so I may just be
out of the loop here... but how/why were these measures chosen? (You don't have to answer that in an
email, but that's my question from having been on earlier calls and now seeing this document). I saw
MHFA echoed again later in the objectives. From our point of view in Utah, we're moving away from
MHFA. It's good for what it's good for: it's helpful for people who have little-to-no contact at all with
behavioral health topics, and need a primer and introduction -- it can help reduce stigma in those contexts.
And we're certainly not getting rid of it as a program in Utah; there are places it is still needed. But it's
also not where we're putting additional resources as a state system. It really doesn't do much to bridge the
gap to help support knowledgeable and passionate community members to do behavioral health
volunteering or programming. We see it as a good first step, but not something that is creating systems
change or advancing more substantive community level engagement. Sometimes I even worry we use
"number of people trained in MHFA" as a problematic proxy for suggesting our systems are equipped for
behavioral health efforts -- when really everyone could be trained in that, and we still wouldn't be close to
equipped to do substantive work in behavioral health. Those are my two cents. Overall, I really liked the
SOAR analysis in particular, and so appreciate all of your hard work. This looks incredible.”
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 5 of 24
The SOAR model was used as the template to guide and organize the analysis. SOAR is a positive
approach to strategic planning that allows an organization’s stakeholders to construct its future through
collaboration, shared dialogues, and commitment to action. A fundamental difference between SOAR and
other strategic planning models and methods is a broad representation of stakeholders who maintain an
interest in the organization’s success is invited. SOAR purposefully engages in a series of conversations
worth having to identify and leverage strengths and opportunities, to create shared aspirations, goals,
strategies, and commitments to achieving its vision and serving its mission (adapted from www.soar-
strategy.com).
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 6 of 24
Strengths - What can we build on?
Item Label Definition Description
Embedded in
Communities
We are strongly rooted in
communities.
Extension has a long history of being engaged in the
communities we serve. These long-standing relationships cannot
be easily replaced. Extension professionals already facilitate
capacity-building, thus they are in a position to provide more
targeted direction on behavioral health topics. Furthermore,
Extension is committed to working with individuals and
communities long term, not just when the money is there.
Audiences We work with people from
all walks of life.
We have a wide reach and work with all types of audiences. We
connect with individuals, families and communities on a range of
topics, at different points in the lifespan, and in numerous
contexts. Mobilization of our network to address the ongoing
opioid crisis could result in a large collective impact because of
our ability to reach diverse audiences.
Openness We exhibit a willingness to
consider mental/behavioral
health as a program area.
Addiction is increasingly recognized as a health issue rather than
a personal or moral failure. People within and across state
systems recognize the importance of emotional, mental and
behavioral health and have a desire to make a difference. Many
have expressed interest and are willing to engage and contribute
in efforts to address the opioid crisis and related problems.
Adaptability Extension is a living,
breathing organism that can
change with the changing
times.
Lifelong learning and growth are values of Extension, and
adaptability is a defining strength. With training, we can adapt to
provide education on mental and behavioral health topics. We
have adapted in the past, and we can do it again.
Respect and
Trust
Our network is a respected
and trusted source of
information.
Extension professionals are a trusted source of unbiased,
accurate information. As a public sector educational
organization, Extension is not trying to sell products, profit or
push private interests. Staff are committed to providing current,
scientifically accurate information in the best interest of the
people we serve.
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 7 of 24
Opportunities: What are our stakeholders asking for?
Item Label (1-3
Words)
Definition (1 Sentence
Only)
Description (Approx 5 Sentences)
Many potential
partners
There are many potential
partners ready to work with
Cooperative Extension but
may not know about us.
Extension is known as the best kept secret. People even within
the Universities do not understand Extension. These are all lost
opportunities. We need to get out of our comfort zones and truly
reach out to every potential partner and tell them what he have to
offer. Ask yourself, who are 5 new partners I can reach out to
today?
Awareness and
education
Many people want basic
information about
addiction, the opioid crisis,
its root causes, and what
they can do about it.
Even though the information is everywhere people still are
searching for the basic information. How can we continue to put
the most up to information out there on a consistent basis where
people can find it? Consider all ages and levels of understanding.
Do not assume they know how to get to the information.
Utilize social
media
Social media presents a
great opportunity to engage
in a social marketing
campaign.
If we want to reach the populations who have the biggest needs at
that moment in time, we must learn to reach them through their
preferred modes of communications. When we just “post” things
we are not engaging the younger population. We are just
throwing information at them. We need to learn to engage and
create an interactive environment through social media.
Ideas that work People are not willing to
invest in things that they
are not sure will work.
They want evidence based
solutions that are tested.
Most laypersons do not know what evidence based
solutions/practices/research is but that is what Extension’s job
is...to evaluate the benefit-cost of programming to decide what
works. It is our job to educate stakeholders on the benefits of
spending money on programs, to bring families together for
weeks to learn together, and to conduct evaluation on what we are
teaching. We need to think beyond the financial realm but more
importantly we need to educate stakeholders what benefits they
will receive by participating in what we provide.
Inventory of
resources
Extension assess its
resources and education
about addiction
education for behavioral
health specialists; increase
education about addiction
Extension needs to continually review and educate themselves on
what resources are out there to regarding behavioral health.
Resources from the federal level change frequently and as
specialists we need to continually analyze what information to
share with the public as they look to us for expertise.
Identify a focus Determine what Extension
can manage and focus on in
the field of behavioral
health and the opioid crisis
While we want to be everything to everyone, we can’t be.
Extension many times is crisis oriented as we need to address
whatever the current issue is that the people in our state are
experiencing. We can also build in proactive preventative
programs and resources to help before the crisis ever appears.
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 8 of 24
Aspirations: What do we care about?
Item Label Definition Description
What We Offer We need to be able to point
to some clear examples of
successes and resources
relevant to the opioid crisis.
As a system, we need to have a clearer idea of what our roles,
programs and contributions have been and should be in the
behavioral health arena. Regarding staff who may be resistant or
reluctant to adopting behavioral health as an area of
programming, we need to help them get on board by pointing to
our commitment do what is required, not just what we want to do.
Community needs should be the driving force of our
programming.
Address All
Groups
Increasingly address
challenges across diverse
populations.
We need to be ready and able to tackle problems that exist within
marginalized communities. There are issues that
disproportionately affect other groups (POCs, LGBTQIA+, etc.).
We need to live up to our mission to provide education in
equitable and inclusive ways by reaching audiences that have
historically not been involved. This might require some creative
and innovative strategies.
Capacity
Building
Empowering communities
to address their own
challenges.
Rather than adopting the mindset that we are the experts with the
task of “rescuing” a community, we need to serve in a more
facilitative, capacity-building role. Ultimately, the goal is to equip
and activate communities to address their own challenges by
incorporating lived experiences, community needs and
strengths/assets. We can provide resources and assistance to
supplement them in this process.
ACEs, 4-H and
other Extension
Involvement in
Kid’s Lives
Overcoming ACEs through
relationships with caring
adults.
Adult involvement helps counteract negative experiences in the
lives of youth who have ACEs. A baseline understanding of
ACEs, risk and protective factors is essential for our staff who
work with populations likely to be high in ACEs. Additionally,
we need to recognize and appreciate 4-H volunteers for their
contributions.
Post Sessions Comments from Workgroup: “I would like to see us have more information in those boxes
about ACEs. I think we need to do more than 4-H and positive relationships with caring adults. In my
opinion, the most effective prevention and intervention will be working to establish trauma-informed
schools encouraging schools to adopt and implement the Good Behavior Game (GBG) curriculum which
is an evidenced-based best-practice. Also, one measurement tool could be the ACE questionnaire.”
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 9 of 24
Results: How do we know we are succeeding?
Item Label (1-3
Words)
Definition (1 Sentence
Only)
Description (Approx 5 Sentences)
Measures
Number of
Extension
personnel trained
in Mental Health
First Aid
Track the number of
extension personnel who
receive the one-day
certification.
For everything we do with Extension, we need to track the
number of professionals trained, people who participated in the
program, direct contacts and indirect contacts (outputs). We need
to continually show we are reaching out to others to inform and
educate the public through more than just flyers and newsletters.
Decrease in
deaths, Less
prescriptions,
Referrals to
mental health
professionals
Track these numbers over
time.
Outcomes are essential to the sustainability of everything we do.
This ties into the Opportunities “ideas that work” as we would not
want to continue to offer programming if we cannot proves that
we have results.
Projects
Instructor
Training
Regional or Multi-State
Instructor Training for
MHFA
Regional or Multi-State Instructor Training for MHFA
Social media
campaign
Leverage inbound
marketing strategies.
Develop and implement an integrated social and mixed media
strategy that not only creates awareness, it also engages the
country in a deeper dialogue.
Extension as a
system has
partnered with
public health to
train County
Agents etc.
Extension is a community
partner in offering
stakeholders information
sessions.
We need to measure our outputs in regards to new partnerships
formed and workshops/trainings delivered.
Post Sessions Comments from Workgroup: “I would add, relative to prevention and intervention of
childhood trauma, a metric of how many K-6 schools were implementing and delivering the GBG
curriculum. Another metric would be the CDC – Behavioral Risk Factor Surveillance System (BRFSS)
which is a national measurement tool with questions about drug use and suicidality. A couple years ago,
the Executive Director of our state Childwise Institute wrote a great editorial entitled “Four ACES is not
a Winning Hand.” Available at this link https://www.childwise.org/1015/”
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 10 of 24
Section 4
Proposed Strategic Plan
A strategic plan is a concise statement that guides decisions, priorities, and actions over time. The
workgroup members, first, worked independently to develop their version of the strategic plan by using a
template, reviewing resources, and bringing their individual work to the whole group. Online sessions
were held to share and connect the individual perspectives and plans. The Chair, Mark Skidmore, took the
workgroup’s discussions and proposed a draft during the in-person meeting. At the in-person session, a
draft behavioral health strategic plan was presented. The workgroup enriched the plan as shown below.
Behavioral Health Definition
During the in-person session, the workgroup reviewed the following draft definition of behavioral health.
The group decided that a standard accepted and understood definition was necessary in order to set the
context for the strategic plan statement.
Behavioral health (BH) is broadly defined as mental health, behaviors, and substance use
or misuse across the lifespan, including variations by gender, gender identity, race,
ethnicity, trauma, occupational status, veteran status, and socioeconomic status.
Behavioral health includes mental illness as well as mental well-being (eXtension
Behavioral Health Impact Collaborative https://www.extension.org/behavioral-health-
application/).
Then, the workgroup brainstormed suggestions and questions that were written and shared on post-it
notes. These were gathered and are typed up below. The group
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 11 of 24
The workgroup discussed the need for an agreed upon definition of behavioral health in order to set the
stage and give context for a strategic plan statement. During this segment of the planning session, the
workgroup brainstormed a list of recommendations and questions to consider in formulating a definition.
Recommendations for a Definition
Post It Notes
● Have members of the intended audience (general
public) review the definition. Does it make sense
to them?
○ 1- scratch the second sentence ‘Behavioral
health doesn’t look at anything - The term
describes an aspect of health.
○ 2- Add “unique” in front of variations
● Mention signs and symptoms, maybe
remove/reword “looks at how behaviors impact
someone’s health”?
● Consider calling it “Behavioral Health & Mental
Wellness” as what you’re defining rather than
just “behavioral health”
○ 1- should read “broadly defined, BH is…
○ 2 should read “For the scope of Extension,
BH is defined… (Statements could reflect
“non-diagnoses” behavioral health)
● Consider the language - behavioral modifies
“health”. Common definition of health is
complete physical, mental & social well-being
(WIFO)
○ *behavioral influences - behavioral aspects.
○ Consider the literature of relevance -
Novella/SAMSHA
○ Consider the audience so 2 part definition -
General BH describes the behavioral
aspects (specific Extension)
Recommendations for a Definition
Post It Notes
● Who is your audience: administrators,
researchers, field faculty, community
● Keep both statements. It allows for a basic
understanding first and then goes into details
more broadly.
● Behavior is how person functions
● Suggest promotion of health lifestyle within
social context.
● Make sure addiction etiology is defined first.
● Behavior suggest blame game. Would be a
problem for people suffering from addiction.
● Would like to see both statements (1&2) used. I
feel that 1 is more word descriptive and will
appeal to a broader audience. Where 2 is
beginning to refine the direction for those who
are working in this area.
● Begin with general laymen definition (1) &
integrate with more scientific description (2)
● The Main definition suggest that behaviors
influence one’s mental and physical health.
Others suggest that behaviors present as a result
of mental health or distress. I think it is a
bidirectional reactionalization.
● Please don’t lose the influence of context or
environment (ACES, bullying, job loss, et.) on
mental health
● I combining(1) and (2) eliminate redundancy
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 12 of 24
The comments above were used to craft the following two part definition, one that is for the layperson
and the other for the academic. What follows is a starting point. Members of the workgroup also serve on
the Behavioral Health committee. They have agreed to bring this information forward to the Behavioral
Health Impact Collaborative for further discussion.
1. Behavioral health describes the connection between behaviors and the health and well-being of
the body, mind and spirit. Behavioral health looks at how behaviors impact someone’s health —
physical and mental. Maine Access Health Foundation’s Statement
2. Behavioral health (BH) is broadly defined as mental health, behaviors, and substance use/misuse
across the lifespan, including variations by gender, gender identity, race, ethnicity, trauma,
occupational status, veteran status, and socioeconomic status. BH includes mental illness as well
as mental well-being (Extension Behavioral Health Impact Collaborative
https://www.extension.org/behavioral-health-application/).
Following this definition is the next set of statements for the strategic plan. During the in-person meeting,
the group reworked the draft into the following statement.
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 13 of 24
Behavioral Health
The Strategic Plan Statement
“We need some kind of simple minded criteria for making our decisions…” Henry Mintzberg
See video at www.henrymintzberg.com
Strategy is a clear intentional statement of values; and values are those ideas about the future that are
important for each of us to focus upon realizing in the present. They guide us in how we choose to interact
with the world and react to whatever arises. While we may be living our values to some degree, they call
us to go beyond our current selves and bring out our best self in each moment. Values guide our decisions
and actions… hence, strategy is the key to transformation on a personal and organizational level. There are
five components to a strategy and often these components have a variety of labels that differ from one
setting to the next. The key concept to remember is the definitions tend to be the same; the labels vary. Be
clear about your definitions and go in search of the label that will serve as the anchor. Then create a
distinctive strategic framework that emanates from the head and heart. Clarity in the key components of
one’s strategy is the key to meaningful change.
There are four core elements to a strategy statement that must be considered together: Vision, Mission,
Goals, and Principles. To consider these four elements in isolation is insufficient to understanding the
whole strategy. A common problem when considered in isolation is a statement with redundant concepts,
words, and phrases used across the four element. When concisely and meaningfully developed, these four
drive the main objectives that translate the strategy into action.
Vision Mission
Goals Principles
Objectives
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 14 of 24
Vision
A vision is the scope of your mission. This is a one sentence statement that describes how big and best
you choose to be in living your mission. Often times, the “big” is addressing location for making the
difference such as geography, saturation, and penetration. While the notion of “best” has to do with your
level of expertise and recognition. One way to think of this is in terms of what best looks like. When the
target population is at its best, what does it look like. It is aspirational and connects at what we yearn to
be. Sometimes, it is associated with the words “Number 1, Leader, Champion, Winner, …” There is an
element of recognition in terms of popularity or accolades. The vision is timeless and is set as an ideal
that is strived towards, as opposed to achieving and then done. Hence, it is lofty. And, in some cases, the
vision is realized. And this is the fundamental belief that one day this yearning will be achieved. The
vision for extension with regard to behavioral health is:
We envision communities in which all individuals and families experience optimal
behavioral health and wellness.
Mission
A mission is the positive difference made in the world because you exist through using a specific talent or
competency. The focus is purposefully outward on those who reside beyond your immediate circle as a
person and organization. The vision for extension with regard to behavioral health is:
Our mission is to harness the transformative power of Extension’s deep network of
strategic partnerships, capacity building, and educational competencies to address
behavioral health needs.
There are two components to a mission:
1. Core Result / Difference. The focus is on a positive difference being created in the world. It
answers the question, "how will the world be different as a result of my being here, us being
together?" It is seen through the eyes of those people, places, and things that you touch.
2. Core Talent / Competency. This is the key activity that causes the core difference to happen.
This is often based on a special action/activity that you find invigorating... your gift. It answers
the question, "how do I ensure that the core result is accomplished?" It is based on what you do
that is unique, hard to imitate, and done well.
Core Talent /
Competency
Core Result /
Difference Mission
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 15 of 24
Goals
Goals are a list of general “bucket areas” within which to accomplish results over the long-term. These
are broad directions and areas for achievement. They are end-states that are focused on what is important
to be accomplished. Sometimes the goals can be thought of as areas to improve, create, or achieve? Here
are some tips:
1. Create a one to three word label or short phrase for each of the goals. This is an anchor in that it is
easy to remember.
2. Write a one-sentence present tense statement that describes what the goal looks like when fully
achieved.
The goals created by the workgroup are as follows. We will work internally and externally to:
1. Communicate & Advance the BH Strategic Plan
2. Expand & Deepen Networks
3. Broaden & Share BH Knowledge Base
4. Build & Improve Capacity in BH
5. Build & Improve BH Competencies
a. Enhance & Promote Resilience
b. Reduce Stigma & Increase Empathy
6. Increase & Leverage Resources
7. Demonstrate & Learn from Results
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 16 of 24
Objectives
The values stated above are broad enough to allow for flexibility and innovation, while also providing the
kind of focus needed to develop concrete measures of progress being made (i.e., action plans). Objectives
are the detailed specifics of the mission, vision, goals, and principles. Is an objective a value? Yes, in that
it is an extension of the previous four components. There are two ways to make the values more concrete
through objectives.
1. Infinite Objectives (tracked measures) are those things that you measure consistently over time and
track for trends. There is no end to tracking these measures. It can be things like sales (calls made,
units sold, satisfaction), health (weight, blood pressure, etc.) to finances (income, assets, etc.).
These have clear patterns or timing for measurement and evaluation. a. Measures - measureable trends tracked over time with tolerance levels.
b. Processes - production and programmatic processes that deliver competitive
advantage.
2. Finite Objectives (projects and initiatives) are one-time projects or initiatives to be completed with
a target beginning and ending date. The objective can also take the form of a target number to
achieve (e.g., units produced by a certain date). Objectives have clear ending or targeted completion
dates. a. Targets - aims to achieve by the organization.
b. Tasks - tangible creations with steps that are to be completed.
When infinite and finite objectives are stated, they are stated in terms of specific, measurable, action
oriented, realistic, and timely criteria (SMART). These have steps and measures that are SMART (see
below). Objectives are accomplished within the context of the goals. The reason is due to the notion that
goals are connected to the mission and vision. Often a matrix can be used to show how the objectives and
initiatives map onto the values. In addition to a matrix, it is important to put the finite objectives into a
timed flow chart that breaks the objective down into the necessary steps to see it completed (steps/sub-
steps, measures, leader(s), others involved, required resources, roadblocks & solutions).
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 17 of 24
The workgroup brainstormed an initial list of possibilities for consideration. However, these were left as a
brainstormed list and not priorities nor vetted. Time did not permit for this detailed discussion. The
workgroup main interest was in the four elements of vision, mission, goals, and principles in order to set
context for developing the Opioid Crisis Response Plan in Section 5 of this document.
Finite Objectives - Projects Infinite Objectives - Measures
1. Mental Health First Aid (MHFA).
Provide MHFA training for Extension,
our networks and in communities
2. Training for MHFA. Send Extension
personnel to classes to become
certified MHFA Instructors
3. Strengthening Families Program
(SFP). Increase the number of SFP
programs being offered
4. Capacity Building. Engage with
communities to strengthen the capacity
of communities to identify and address
emerging behavioral health challenges
5. County Agent Capacity Building
Training. Train in county agent
capacity-building strategies within the
context of addressing behavioral
health issues.
6. Social media campaign. Reduce
stigma around asking for help
7. 4-H Personnel Training. Train in
identification and providing support to
at risk children who are in our
programs.
1. Programs. Number of educational programs
delivered.
2. Improvement in Well-being. Measurable
improvement in well-being (reductions in
smoking, alcohol abuse, drug abuse, obesity,
stress levels, etc.)
3. Benefit-Cost Evaluation. Compare the benefits of
reductions in behavioral health problems (loss of
life, lost productivity, costs on family, healthcare
costs, etc.) with costs of educational
programming. …
4. Determine the number of Extension professionals
across all systems who have completed the one-
day MHFA training. Increase this in areas with
few trained Extension professionals.
5. Extension staff providing referrals to mental
health professionals or formal services of some
kind (could be housing services, detox facility,
etc.)—need to track this information.
6. Longer term: Drug-related mortality rates and
suicide rates should decrease.
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 18 of 24
Section 5
Opioid Crisis Response Plan
The P.L.A.N. is a concise project planning tool that will help you and your teams achieve success in
managing any project. It allows for a more innovative and creative approach to project management. It
supports you, the project manager, and your project team in improvising new and unique solutions. It
defines excellence and sets the stage for high performance. The P.L.A.N. is a collaborative tool, that
when properly implemented, develops winning solutions and more predictable results. It provides
sustainable implementation and sustainable ownership.
The acronym P.L.A.N. represents four key elements to project planning. These elements are Purpose &
Outcomes, Leaders, Action Steps, and Needs. It contains the simple, yet highly impactful ingredients for
accomplishing any type of project, large and small, with predictable success. Its use includes projects in
“for-profit” commercial and non-commercial businesses, volunteer and non-profit organizations,
government, healthcare, manufacturing, service, and a vast array of other businesses, communities, and
organizations. It may be used for construction, remodeling, or demolition projects, as well as projects at
home. It may also be used to plan events such as weddings, conferences, seminars, concerts, fairs, plays,
and so forth; to name just a few. These projects may also include areas of academia where term papers,
group projects, proposals, or dissertations are involved. You will learn to create a P.L.A.N. for every
project, change process, continuous improvement initiative, or new venture. There is no limit to the
invaluable resource and project planning tool the P.L.A.N. provides and brings forth.
The P.L.A.N. is for use by the novice through the veteran project manager, students, caregivers, parents,
teachers, homeowners, managers, entrepreneurs, and organizational leaders; anyone who has a project.
More often than not, it may be used by the “unintended or accidental” project manager whose career or
position title does not include the words project or manager. It is for use by individuals, groups, teams,
and whole organizations. It is understandable and user friendly. The P.L.A.N. is intended to be an
accessible and scalable tool that can be adopted across any system or organization. Used properly, and as
designed, it can save time and money for the individual, team, or organization undertaking any project or
implementing any initiative.
The creators of the P.L.A.N. took an evidence based model approach in the development of this project
management tool. This evidence model will help you, the project manager; determine “How well are you
on components of your project?” Use of the P.L.A.N. tool will help you, the project manager; achieve
predictable results that are on target, with what was intended. These “intended results”, or “robust
results” as they may be also referred to, will be achieved in-spite of unexpected events that may occur
during your project or initiative. Ask yourself, “How good are you in achieving your desired or specified
results?” “How robust are your plans or your planning process?” It will provide valuable, easy to
implement tools for project management.
You will be taught how to use the P.L.A.N. tool; maximize its effectiveness; learn how project
management need not be complicated; and organize your projects for success. A framework will be
provided to guide you through the steps of the P.L.A.N. If this is what you are seeking, desiring, or
looking for in your projects; then the P.L.A.N. is for you!
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 19 of 24
The US Land Grant Extension System
Opioid Crisis Response PLAN
Context
(presenting issue)
Approximately 54 million people in the United States have misused prescription medications including
opioids, resulting in more than 115 fatalities every day (NIDA, 2018). The reasons for the emergence and
escalation of the opioid crisis are numerous and complex. A critically important contributing factor was
misleading information released in the mid-1990s about the degree to which opioid painkillers are
addictive, which led to wide scale use of opioid painkillers (Avorn, 2017; Hansen & Netherland, 2016;
Van Zee, 2009). Today, the annual societal costs of opioid overdose, misuse, and dependence are
estimated at $78 billion (NIDA, 2018)., a figure that includes direct healthcare, child protection, lost
productivity, and criminal justice. The resulting impact on family well-being and community vitality,
particularly in rural areas, is often less quantifiable, but nevertheless devastating.
Among the hardest hit by the opioid crisis are the individuals, families, farms and communities we serve.
Extension is uniquely positioned for prevention, outreach, and education. While our federal, state and
local partnership model is a valuable asset, potential collaborators’ knowledge of Extension’s capacity to
respond effectively to this crisis could be increased. In order for Extension to effectively address the
crisis, Extension Committee on Organization and Policy (ECOP) has commissioned the Extension Opioid
Crisis Response Workgroup to assess the current capacity of Extension to develop a strategic framework,
informed by relevant literature, for coordinating a system-wide effort.
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 20 of 24
Purpose & Outcomes
The purpose describe how will lives be different, better off, once the plan is implemented. Make this a
one sentence response. The outcomes list the results that will be achieved. Imagine you are pleased and
proud of what the behavioral health community within Extension has accomplished with regard to the
opioid crisis. Provide a bulleted list of three to five outcomes:
Purpose: - Promote behavioral health and wellness through science-informed prevention,
education and outreach, to address the opioid-related crises.
Outcomes:
❏ Increase sustainable, multilevel partnerships (local, state, federal) to address opioid issues in
communities.
❏ Increase knowledge, skills, competencies of Extension Professionals to respond effectively to
the crisis and other behavioral health challenges.
❏ Increase the availability of education, prevention, and services for individuals and families in
the communities.
❏ Enhance individual, family, and community resilience to reduce the likelihood of opioid
issues.
❏ Reduce the prevalence of opioid and other substance misuse in the community.
❏ Empower the community to be more involved in every stage of planning and
implementation.
❏ Lift up the voices and involvements of persons in recovery, afflicted families and
vulnerable populations at every stage of strategic planning and implementation.
Note. Several comments were suggested that could be placed in other sections. Those include: logic
model terms, focusing on prevention and education, reaching consensus on evidence based
terminology, considering how outcomes will be measured, and ensuring that we will reach a diverse
audience.
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 21 of 24
Leaders & Stakeholders
This sections answers three questions. First, who will lead and facilitate the implementation of this plan?
Second, what groups will work together to coordinate the detailed implementation? Finally, who else will
need to be involved to ensure the plan is successfully implemented?
1. People Affected
a. Individuals with substance misuse/use; families and supportive persons engaged with
individuals with substance misuse/use; community members of high prevalence areas.
b. The role is to inform all phases of the plan including priority setting, implementation
strategies, outcome measures and dissemination.
c. Inform the application of science-based knowledge in the local context.
2. National Extension Organization
a. ECOP will develop and disseminate the system-wide plan and create a sense of urgency
in the system.
b. Engage national level partners such as USDA Rural Development, SAMHSA, HRSA,
and others to reduce duplication of services and increase efficiency.
c. Establish system for monitoring outcomes.
d. Mobilize the knowledge base of the land grant system to inform federal policy.
3. State Extension Organization
a. If it doesn’t exist each state needs to form a leadership team at the state level.
b. Identify state stakeholders to inform, implement and sustain plan.
c. Explore opportunities to collaborate with neighboring states or shared issues such as
demographics, etc.
d. I.e. Engage university researchers, social service agencies (i.e. healthcare, law
enforcement, treatment facilities, Department of social services …), policy makers,
response teams, business leaders, foundations; funding opportunities.
4. Local Extension Organization
a. Define role i.e. lead a collaborative; join a collaborative; do own program separately.
b. i.e. Engage university researchers, social service agencies (i.e. healthcare, law
enforcement, treatment facilities, Department of social services …), policy. makers,
response teams, business leaders, foundations; funding opportunities
c. Local education efforts on response (stigma; judgement, empathy); competency
(assessment of factors, ACES … and resiliency).
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Action Steps Actions describes the steps to be accomplished by filling in the following table. Each step engages leaders
and stakeholders in order to achieve the purpose and outcomes. This is a starting point to the project
management process. Often, the following action items are elaborated with more details and sub-steps,
etc.
Key Action Who is
responsible?
Measures of Success
Finish the literature review (Part IV) and prepare
document for sharing; add information on contributing
factors into Part II from Annie and Mary Ellen
Alison, Dick,
Mark
Complete, well-articulated
document made available for
sharing by (when?)
Framework/guidance that will include a logic model with
short and long term goals; determine if there is one
common activity or intervention that can be implemented
in all of CES
EOCRW
Will require
follow-up virtual
meeting(s)
Determine what transition to Behavioral Health Impact
Collaborative looks like
EOCRW/BHIC Clear transition and articulation
of scope and responsibilities
carrying over from EOCRW
All requested documents are provided to ECOP in early
September
Extension Opioid
Crisis Response
Workgroup
Mark and Alison
will complete any
outstanding tasks
Members of the workgroup feel
we have produced valuable work
that provides clear direction for
CES
ECOP is satisfied with our efforts
Opioid Crisis website is updated to include all relevant
documents; website to include strategies and
recommendations
Rosa (once all
documents and
relevant info is
complete)
ECOP provides a formal statement based on our report,
and suggests strategies and recommendations that could
be implemented at state and local levels
ECOP Degree to which individual state
Extension respond and
successfully implement actions
Training for community educators on recommended
strategies (e.g., through professional Extension
organizations) ● Increase knowledge and reduce stigma related to
behavioral health
● Increase awareness of Extension best practices
● Educate on how the opioid crisis affects your work, life
and how you live
● Identify and adopt evidence-based programs that reduce
addiction
Professional
Extension
organizations;
eXtension
Behavioral Health
Impact
Collaborative
Educators and specialists expand work with communities
and other partners to implement activities to address the
crisis
CES leadership,
educators and
specialists
Educators and specialists begin to
take action
Reductions in opioid use,
addiction, and fatalities
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 23 of 24
Linking with groups that engage in advocacy, and
providing information and analysis to inform policy and
funding prioritization that will emphasize prevention
All levels of CES
Development of an HIA (Health Impact Assessment), a
neutral, fact-finding, nonpartisan document.
eXtension
Behavioral Health
Impact
Collaborative (?)
Develop local, state, regional, national and interagency
collaboration in order to:
● Break down silos
● Work smarter, not harder
● Share resources (perhaps via information portal)
● Provide trainings and/or forums on substance use
disorders
● Obtain funding through innovative strategies, such as
braided funding and private-public partnerships
Evaluation/Research
● Prioritize common language and understanding of
behavioral health and evidence-based prevention (e.g.,
clarify use of the terms “research-based” and “evidence-
based”)
● Develop a guiding science-practice framework and
corresponding logic model
● Standardized outcome measures
● Uncover examples or models that could facilitate meeting
goals
Opioid Crisis Response Workgroup Planning Sessions Report – Sept 26, 2018 - Page 24 of 24
Needs
The “N” in P.L.A.N. is defined as the various needs related to completing the project. These are the
resources and tools you need to work successfully. These also include tools, technology, materials,
staffing/people. budget/dollars, and, of course, time allotted to work on the project.
● Funding (Budget)
○ Funding for capacity building.
○ Consistency or predictability for funding across multiple years.
○ Innovation funding - thinking out of the box through public and private partnerships.
○ Strategic, intentional funding.
● Leadership
○ Champions to our mission at national (ECOP), state (Extension Directors) and local.
○ Champions should cross all extension areas (agriculture, econ develop, etc.) to build
capacity within extension.
● Staffing & Support
○ Professional staff support.
○ Volunteers.
○ Champions should cross all extension areas (agriculture, econ develop, etc.) to build
capacity within extension.