Concepts of Strategic Planning in an Academic Medical Center and a Medicaid Managed Care Network

1. Carol Gray, MHA
April 14th
, 2005
Strategic Planning
Journey to Discovery

2. History
Appalachian State University 1995
University of North Carolina 2002
Wake Forest University Baptist ‘03-’04
Medical Center
Central Piedmont Access II ‘04-’05

3. Strategic Planning
A Crystal Ball
“Organizations that effectively
manage change continuously
adapting their strategies, systems,
products, and services to survive
and prosper from the forces that
decimate others.”
Robert H. Waterman, Jr.

4. Wake Forest University Baptist
Medical Center

5. WFUBMC
Certificate Of Need (CON)
Service Line Projects
Behavioral Health Strategic Planning Retreat
Sports Medicine Services
Best Experience

6. CON- Examples of Regulated Services
Beds
MRI & PET
Scanners (Technology)
Facilities

7. Behavioral HealthBehavioral Health
Continuum ofContinuum of
ServicesServices
June 26, 2003
Strategic Planning Retreat
Ardmore Conference Rooms 1 & 2

8. Enhancing Sports Medicine
Services
Wake Forest University Baptist
Medical Center
Carol D. Gray
Department of Strategic Planning

9. BEST EXPERIENCE
GROWTH STRATEGY PROJECT
ONCOLOGY

10. PHASE III:PHASE III:
ImplementImplement
PHASE II:PHASE II:
Develop, EvaluateDevelop, Evaluate
& Recommend& Recommend
PHASE I:PHASE I:
Identify StrategiesIdentify Strategies
& Collect Data& Collect Data
Institutional “Growth Strategy” Planning ProcessInstitutional “Growth Strategy” Planning Process
Enhanced Growth StrategiesEnhanced Growth Strategies

11. PHASE IIIPHASE II
 Develop:
- Financial &
Facility
Implications
- Timelines &
Benchmarks
 Evaluate
 Recommend
PHASE I
 Identify:
- Directional
Strategies
-
Responsible
Parties
- Project
Steering
Committees
Collect Criteria
Specific Data
Stages of the ProcessStages of the Process
 Implement
recommendations
Completed In Progress Future Action Plan
Institutional “Growth Strategy” Planning ProcessInstitutional “Growth Strategy” Planning Process

12. Identify “win/win”, “win/lose” and “lose/lose” services
beginning in the following areas:
To be identified by the Service Lines. To be evaluated across all
demographic areas: age and sex. (Pediatrics, Aging Services,
Women’s Health)
• Cardiology/CT (Heart Center)
Services
• Oncology Services
• Neurosciences Services
• Bone and Joint Services
• Behavioral Health Services
Phase I: Collection of Criteria Specific DataPhase I: Collection of Criteria Specific Data
Institutional “Growth Strategy” Planning
Process

13. Define Service LinesDefine Service Lines
WFUBMC
Oncology:
• Breast
• GU/Gyn
•Thoracic
• Neuro
• Hematologic Malignancies
• GI
• Sarcomas/ Melanomas
• HEENT
Bone & Joint:
• Dorsopathies/ Back Disease
(Ortho only)
• Musculoskeletal Trauma
• Upper Extremity
• Lower Extremity
• Unspecified
Neurosciences:
• Stroke
• Back/Neck
•Trauma
• Neuro-Oncology
• Epilepsy
•Movement
Cardiac Services:
• Medical
• Surgical
Behavioral Health:
• Disruptive (0-17)
• Disruptive (18+)
• Frail & Elderly
• Non-disruptive (0-17)
• Non-disruptive (18+)
• Infectious
Diseases
• Neuro-
Muscular
• Migraine
• Sleep
Service Lines to be evaluated were chosen in order to avoid duplication
across divisions. Categories were determined by the Service Lines.

14. NCBH WFUHS
DRG
ICD-9 ICD-9
CPT-4
WRVU
Define Service LinesDefine Service Lines
Define Service Lines by ICD-9 Codes.
When there is overlap, differentiate by
discharging Physician

15. Financial Criteria
Capacity/Utilization
Criteria
Quality Criteria
Market Position
Criteria
Mission Criteria
I.
II.
III.
IV.
V.
Quantitative
Qualitative
Define Performance Criteria
FIVE AREASFIVE AREAS

16. Conclusion
The Oncology Service Line continues to be a top
performer for the Medical Center
Oncology Steering Committee strongly committed to
strategic planning process
 Retreat in 1999- Top goals accomplished by 2002
 Retreat in 2002- Twelve new goals developed;
implementation phase underway
WFUBMC ranked 21st
in US News and World Report
among cancer centers

17. Central Piedmont Access II
Planning Projects
Communication Strategy
Behavioral Health Integration
Operational Projects
Quality Improvement
Personnel Issues
Patient Flow
Monthly/Quarterly Budget Reports

18. Questions???