Strategic Planning to Manage Change

ACLGIM Hess Management Institute

Wendy Levinson, MD OCProfessor of Medicine

“If you don’t know where you are going, you might wind up someplace else.”

Yogi Berra

DOM

WCH

MSH

SMH

SBHSCTGH

Process is as important as outcome

Outcomes of an effective strategic plan

• Clear statement of mission and vision

• Articulated short and long term goals

• Specific strategies to achieve goals

• Benchmarks for measuring progress

• Many people truly engaged in the work

• Identify a planning group–Variety of perspectives

• Create clear mandate• Key milestones and timeline• Plan for fact finding from stakeholders

Getting started

Sample of planning principles• Benchmark against global leaders

• Be entrepreneurial and optimize network for use & distribution of funds

• Develop branding & marketing strategies

• Be open and consultative with Faculty

Establish a work plan

Phase 4: Draft a strategic plankey implementation priorities

& stepsDefine measures of

success Finalize strategic plan

Phase 3: Develop and test strategic priorities, goals & actions

Plan retreat Develop vision, mission, values

Phase 2: Identify key issues, opportunities, challenges

interviews/surveys SWOT Analysis

Phase 1: Project start-up

Define work plan Identify key interview participants Develop interview guide

Understanding the environment• Conduct interviews or focus groups to

understand expectations and needs of stakeholders

• Identify potential partners and how to engage them

• Develop synthesis of information; SWOT

DOM SWOT Analysis

BHAGGoogle:

Ford:

AIESEC:

• Organize the world’s information to make it universally accessible and useful

• Democratize the automobile

• Engage and develop every young person in the world

1-1 Intensify DOM focus on quality measures and improvement

1-2 Establish DOM focus on ambulatory care 1-3 Develop, implement, and evaluate

systems of care for chronic disease & increasingly complex care

1-4 Promote, support & embed quality as an academic career path and as core to DOM education & research

1-5 Enhance DOM role as a system leaders

Goals

Effective implementation

Create Strategic Planning Implementation Group

Promote Plan

Measure progress

http://www.deptmedicine.utoronto.ca/About_Us/performance.htm

Benefits of the plan1. Real strategic planning is essential to change

management2. Engaging stakeholders is critical; process is as

important as outcome3. Plan must be specific, feasible and

measurable4. Implementation is more important than

creating the plan5. Leaders are the spokespeople for the plan

Costs of the plan1. Time to plan

2. HR and cost of consultant

3. You have to really listen & do what they

tell you

4. Implementation is hard