1. Readiness for Strategic Planning:
Critical questions for getting started
Beverly Triana-Tremain, PhD
Public Health Consulting, LLC
www.publichealthconsulting.net
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2. Purpose of today’s
presentation
• Understand the purpose of strategic planning.
• Understand if you (and your organization) are ready for strategic
planning?
• Learn about tools to enhance the likelihood that strategic planning will
become a cultural change.
• Learn how to think like Leonardo Da Vinci.
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3. Critical question #1: Do you understand the intent of
strategic planning?
• Strategic planning enables you to answer the following questions:
1. Who are we?
2. What capacity do we have/what can we do?
3. What problems are we addressing?
4. What difference do we want to make?
5. Which critical issues must we respond to?
6. Where should we allocate our resources?/what should our priorities be?
• Only once these questions are answered, is it possible to know:
1. What should our immediate objective be?
2. How should we organize ourselves to achieve this objective?
3. Who will do what when?
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4. CRITICAL QUESTION #2: DO YOU KNOW WHAT YOU
DO AND WHAT YOU DO IT WITH?
LOGIC MODEL PROCESS
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5. Critical question #3: Do you
measure what you do?
• There is no need to plan if you don’t measure
what you do to know if the plan worked.
• Do you have an evaluation culture?
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6. Critical question #4:
are you ready?
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7. CRITICAL QUESTION #5: HOW CONNECTED ARE
YOU TO OTHERS WHO HAVE THE SAME MISSION
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8. CRITICAL QUESTION #6: WILL THIS BE
AN ACTIVITY OR A CULTURAL CHANGE?
• Quality Improvement
• Balanced Scorecard
• My Strategic Planning
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9. The cycles build on each other…
Changes That Result
A P in Improvement
S D
Implementation of
change
Wide-scale tests of
change
A P
S D Follow-up tests
Hunches
Theories Ideas
Very small scale
test
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10. PDCA
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11. PDSA Cycle to incorporate the use of a new CM form
Improve
Access to HIV
A P Primary Care
S D Cycle 1E: Implement and
monitor the standards
Cycle 1D: Revise and test tool
with all clients for one week
A P
Cycle 1C: Present refined tool to all 3
Introduce new CM S D
case managers and document feedback
Intake/
Assessment Form Cycle 1B: Revise tool and test with Karl’s
clients next Monday
Cycle 1A: Adapt new CM form and test with one of Joanne’s
patients
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12. 5 Whys
Case Example: Auto Repair Shop
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13. • Quality is free, but it is not a gift. It is hard
work.
• Quality improvement has as much to do
with converting people as solving problems.
by Phillip Crosby. Quality is free.
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14. The Performance Equation
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15. What is it you want?
“Most of what we say and do is not essential. If
you can eliminate it, you’ll have more time, and
more tranquility. Ask yourself at every moment,
‘Is this necessary?”
– Marcus Aurelius
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16. Tools
• Balanced Scorecard
• My Strategic Plan (www.mystrategicplan.com)
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17. CRITICAL QUESTION # 7: CAN YOU THINK
LIKE LEONARDO DAVINCI?
• Curiosita • Sfumato
• Dimostrazione • Arte/Scienza
• Sensazione • Corporalita’
• Connessione
Based on the work by Michael J. Gelb, How to think like Leonardo da Vinci:
Seven steps to genius every day. Delta Press, New York: NY, p. 9.
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18. Curiosita’ – An Insatiable Curiosity
Dimostrazione – Testing Knowledge Through Experience
Sensazione – Continued Refinement Of The Senses
Sfumato – A Willingness To Embrace Ambiguity
Arte/Scienza – Developing A Balance Between Art And Science
Corporalita’ – Cultivating Fitness And Poise
Connessione – Recognizing And Appreciating That All Phenomena
Are Connected. 18
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19. Building an organization is a lot like raising
children…
put the
hard work
in at first
and you will
be
rewarded…
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20. •Thank you!
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