Presentation on theme: "Polly C. Paulson, MPH, MA, MCHES Student Health & Counseling Services University of California, Davis PCCHA Conference October 2014 SETTING THE TRAJECTORY:"— Presentation transcript:
Polly C. Paulson, MPH, MA, MCHES Student Health & Counseling Services University of California, Davis PCCHA Conference October 2014 SETTING THE TRAJECTORY: TIPS, TOOLS AND TECHNIQUES FOR CONDUCTING STRATEGIC PLANNING FOR A MID-SIZED HEALTH PROMOTION DEPARTMENT
Describe three key processes that are involved in a health promotion strategic planning process Identify common obstacles to completing a strategic planning process and strategies to work around those obstacles TODAY’S GOALS
The process of determining what your department intends to accomplish and how you will direct the department and its resources toward accomplishing these goals over the coming months and years. Adapted from: Strategic Planning Workbook for Nonprofit Organizations Bryan W. Berry Amherst H. Wilder Foundation 2007 WHAT IS STRATEGIC PLANNING?
What are the benefits? Who reaps those benefits? WHY DO STRATEGIC PLANNING?
RALLY THE TROOPS
Solve challenging problems Help “sell” your department/reason for existence Exert greater influence Improved results ??? MORE BENEFITS!
YOUR QUEST BEGINS....
LeadGroup Oct Nov Dec Obtain buy-in Assign Lit Reviews Identify/hire facilitator Begin Lit Reviews Jan Feb March Prep – activities list, top 10, ID mandates, agendas Assign Voting Guide Complete Lit Reviews Retreat 1 (Select criteria) April May June July Prep Write plan/gain approval Fine-tune 3 year timeline Complete Guide & vote! Retreats 2 (SWOT) and 3 Celebrate! TIMELINE
Data (e.g., ACHA-NCHA II, national data) National Standards (HC2020) Research and Best Practices (evidence-informed, theory-based, promising) Gap Analysis (Spectrum of Prevention) References LITERATURE REVIEW TEMPLATE
Percentage of population affected (high volume) High potential for synergy with stakeholders/highly valued by key stakeholders High risk for academic failure/significant morbidity/mortality both short and long term Potential to promote health equity/or high proportional impact on a marginalized community CRITERIA SELECTION
Using your worksheet, fill out #1 - #4 and share and discuss with your partner ACTIVITY
HEALTH EDUCATION & PROMOTION
Answer #5 - #8 and share and discuss with partner ACTIVITY
Why is it a good idea to use an outside facilitator for your process? Things to consider: Cost Assistance from campus staff development if available Compatibility with your staff – ask them to ‘interview’ and select Compatibility with YOU Experience with higher education, health care and/or non- profit organizations a plus FINDING A FACILITATOR
WHAT CAN GO WRONG...
Your staff dislike your facilitator Smoldering issues surface Leadership's vision or insight is missing in action Planning process destabilizes rather than stabilizes What else?...VERY WRONG....
Answer #9 and share and discuss with partner ACTIVITY
Answer #10 - #12 and share and discuss with partner ACTIVITY
CLOSING THE DEAL
Get a green light to proceed Find a facilitator Identify participants/stakeholders Create a timeline Build enthusiasm and buy-in Develop and/or revisit Mission Statement and Values Identify critical health issues for your students Assign literature reviews Select and apply criteria to proposed activities Agree on priority activities Set goals and objectives Create annual work plans Begin implementation! STEPS RECAP
“There’s some good in this world, Mr. Frodo, and it’s worth fighting for.” -Samwise Gamgee PARTING WORDS
https://shcs.ucdavis.edu/pdf/HEP-Strategic-Plan_14-17 HEALTH EDUCATION & PROMOTION STRATEGIC PLAN
Polly Paulson, MPH, MA, MCHES Health Promotion Supervisor University of California, Davis (530) THANK YOU!