1. Strategic Planning: An Essential Tool For the Health Care Professional Colleen McClurkin-Birge, MPH, CHES Ron Nakamura, MPH, CHES Tiffany Pang, MPH, CHES Frayne Rosenfield, MPH, CHES Denise Schaefer, MPH, CHES Kaiser Permanente Southern California Regional Health Education, Health Promotion and Prevention November 17, 2003

2. Overview l Kaiser Permanente Overview l Health Education, Health Promotion and Prevention Unit l The Problem – Unplanned or Inappropriate Projects l The Need – Manage the Workload l The Solution – PACT l Implementation l Challenges and Successes l Testimonials for Application

3. Kaiser Permanente Overview l Nation’s largest non-profit health care provider l Closed, integrated health care system l 8.2 million members nationally l 9 states and DC l The Kaiser Permanente Promise l To consistently provide high quality, affordable health care in an easy and convenient manner with a personal touch l Southern California – 12 medical centers, 3,600 physicians, and over 100 SCAL regional committees

4. Health Education, Health Promotion and Prevention (HEHPP) Unit l Vision n Integrating innovative health education into the continuum of care l Mission n We provide high quality, cost effective health education, health promotion and prevention services, support and products that link to Kaiser Permanente’s organizational priorities

5. HEHPP (Cont’d) l 25 Staff, an assistant administrator and a physician advisor l Develop or participate in over 75 programs/projects/committees l Create or revise over 350 publications per year l Web site development

6. The Problem: Unplanned or Inappropriate Projects l Too many projects l Unplanned projects l Dissatisfied customers l Process unclear to customer

7. The Need - Manage the Workload l Prioritize and respond effectively l Define the unit’s “book of business” l Effectively triage projects with consultation l Clear and concise process for customers to follow l Increase job satisfaction

8. The Solution - PACT l Components of PACT n 1) Pre-planning/Information gathering n 2) Senior Staff Project Meetings n 3) How Can We Help? n 4) Debrief with the customer and HEHPP Staff

9. Project Algorithm Consulting Tool PACT is a process to help define an idea more strongly aligned with Kaiser Permanente’s organizational goals Pre-Planning/Information Gathering Senior Staff Project Meeting How Can We Help? Team Talk™ Support Services Tangible Product Consult/Refer to Outside Sources QA: Debrief with Customer and HEHPP Staff (as appropriate) to share lessons learned - Learning Log™

10. TeamTalk TM 1. 1. 2. 2. 3. 3. 4. 4. 5. 5. 6. 6. 7. 7. 8. 8. 9. 9. 10. 10. Agree on Objective Agree on Objective Agree on Agenda Agree on Agenda Gather Data Gather Data Check Objective Check Objective Generate Ideas Generate Ideas Criteria for Evaluating Ideas Criteria for Evaluating Ideas Evaluate Ideas Evaluate Ideas Agree and Conclude Agree and Conclude Plan Implementation Plan Implementation Review Team Performance Review Team Performance

11. Implementation l Roll out – how to change the mindset of a unit n Communications for Persuasion Theory (McGuire) Exposure/attention to the messageExposure/attention to the message Interest/personal relevance of the messageInterest/personal relevance of the message Understanding/personalizing the messageUnderstanding/personalizing the message Accepting/remembering and agreeingAccepting/remembering and agreeing Making decisions/behavior based on messageMaking decisions/behavior based on message Positive reinforcement/lifestyle changePositive reinforcement/lifestyle change l Training and Implementation l Accountability

12. Challenges l Identifying the primary client l Client awareness of PACT process and “book of business” l Focusing the project l Obstinate client l Group consensus/layers of approval

13. Successes l Mutually agreed upon framework for discussion l Solid project l Satisfied customers l Improved job satisfaction

14. Testimonials for Applications l l “PACT provides a framework of questions that can be adapted to lead any project through implementation and evaluation” l l “It is a framework that enables a person to think through a project from idea stage to implementation through evaluation before getting to work on it” l l “The planning up front saves time, energy, and money during the creation, implementation and evaluation aspects of a project” l l “PACT is where we (health educators) take theory into practice”

15. Contact Information Colleen McClurkin-Birge, MPH, CHES Colleen McClurkin-Birge, MPH, CHES Kaiser Permanente Kaiser Permanente Email: Colleen.A.McClurkin-Birge@kp.org Email: Colleen.A.McClurkin-Birge@kp.orgColleen.A.McClurkin-Birge@kp.org Phone: (626) 564-3655 Phone: (626) 564-3655