1. OUR ASSESSMENT OF AND VISION FOR XYZ HEALTHCARE ORGANIZATION PREPARED FOR BOARD OF DIRECTORS TEAM MEMBERS: XXXXXXXXXXXX OCTOBER 2013 SEE STUDENT NOTE ON NEXT PAGE 1

2. NOTE: WHAT FOLLOWS IS ONLY A TEMPLATE: FEEL FREE TO USE DIFFERENT FORMATS, CHANGE ORDER, CHANGE TITLES, ETC. BUT DO COVER THESE MAIN POINTS. IT’S FINE IF SOME TOPICS NEED MULTIPLE SLIDES. IF INFO YOU WOULD HAVE WANTED FOR YOUR ANALYSIS IS MISSING, EXPLAIN - WHAT IS MISSING (WHAT SORT OF DATA YOU WISHED FOR BUT COULD NOT FIND); AND - WHY YOU WOULD WANT THIS INFO (WHAT YOU WOULD MAKE OF MISSING DATA, HOW YOU WOULD USE IT). EITHER BEFORE OR AFTER A GIVEN SLIDE, INSERT NOTES SLIDES TO EXPLAIN ANY ASPECT OF ANY SLIDE THAT IS NOT SELF-EVIDENT. YOU WILL CHOOSE A SUBSET OF YOUR SLIDES TO PRESENT IN CLASS NOTE TO STUDENTS 2

3. INTRODUCTION Set the context: in a sentence, tell how you developed this analysis presented in this deck. Mention major sources. Very briefly explain who you are (program, year, experience) In a sentence, mention what you think is most interesting about this organization today. Preview Preview your conclusion — your team’s own vision for the organization: what it could deliver or do, and what will be most important for them to do in order to get there [your vision needn’t differ from theirs, necessarily]  short term  long term 3

4. GOALS OF THE ORGANIZATION Setup—high-level intro mission  Summarize the organization’s espoused mission does or delivers  Overview its functions, activities, performance. In other words, describe succinctly what the organization does or delivers in order to accomplish its mission  Whom  Whom does the organization serve?  populations served  disease focus  place on value chain  scope of services 4

5. OVERVIEW OF ORGANIZATION: OPERATIONS, REVENUE Verbal Verbal: Convey in business analysis language what the organization does. Profile or present relevant aspects of the organization:  For profit, not, hybrid, etc—what is it, and explain why they chose this model  Revenue model  Organizational model: describe structure, activities  how its operations are organized,  who does the work,  how work is coordinated Visual Visual: Present a picture to explain how money, information, relationships, or other relevant aspects of the organization interact 5

6. OVERVIEW OF ORGANIZATION: HISTORY, STRATEGY [to the extent it is helpful] History: Timeline, trajectory, growth; key members, key relationships Strategy Value proposition (you may already have covered this sufficiently in goals slide) Role within the health system/care delivery value chain if relevant here, mention strategic strengths, challenges, open questions (you may address in more depth later on). E.g.  is it unique?  competitors; stakeholders  strategic risks/vulnerabilities 6

7. VALUE DELIVERED BY THE ORGANIZATION The organization’s contributions/value delivered  what forms of value it delivers, and to whom (any data or evidence for health impact?)  how this fits with needs of the community it serves Analyze and account for this performance in terms of its design, strategy, capabilities, operational structure, role in care delivery value chain, or any other organizational factor  feel free to use any analytical lens that seems appropriate, e.g. causal loop diagrams, value chain, Porter’s 5 forces, other strategy frameworks What assets, capabilities, inputs, or infrastructure does it use?  What are its own capabilities and assets? How does it use them? how appropriable are they?  does it leverage existing infrastructure or investment?  how does it learn? how does it improve? how does it ensure quality? Weaknesses, gaps, failures: Your critique this business model and approach to care delivery [can address latter on the next slide instead] 7

8. CHALLENGES AND OPPORTUNITIES Current urgent challenges Future or potential challenges and opportunities  internal to the organization (e.g. structure needs to change as size increases)  external challenges (e.g. policy) [focus on challenges can be feasibly tackled by the organization, rather than general challenges that any organization faces in a limited-resource setting] NOTE: Make sure to consider:  scale—increasing; maintaining  sustainability  quality 8

9. HOW WE WOULD ADDRESS THESE CHALLENGES In three specific areas, explain what your team would tackle as leaders of the organization Explain why your team have prioritized these three areas  Draw on concepts learned in class to support your points Then, provide concrete advice that is realistic  back up with examples from class if useful for making each point 9

10. WHAT WE WOULD INVEST IN MAINTAINING; VISION FOR FUTURE what does the organization do well that you would defend and protect as it deals with these challenges? demonstrate your appreciation of what is unique and valuable about the organization end with a picture of what the organization could achieve—in other words, how following your advice would enable the organization to deliver on its mission 10

11. APPENDIX PART ONE: SOURCES List your references and sources, including urls for all source documents wherever possible. for people you have spoken with, give their names, titles, and email address, please. NOTE: For verbatim quotes, diagrams, data, and any other graphics or images you include, list source on slide where you use it (at the bottom). PART TWO: ADDITIONAL INFORMATION add in the appendix any other notes or materials you exclude from the main body of the presentation but which may be helpful to others seeking to understand the organization 11

12. EXECUTIVE SUMMARY + FINAL TEAM LEARNING MEMO Submit a carefully-written, polished executive summary, prepared in “press release” style (meaning that it is more or less stand-alone and can be read on its own. It should contain any needed explanations of special terms or ideas). you’ll submit a draft which special guests and all classmates will receive, then have a chance to update it for the final package you hand in. Executive Summary: 2 pages maximum, single spaced, small margins ON THE LAST DAY OF CLASS, along with updated deck and summary also hand in a team learning memo outlining what you learned from the course Team Learning Memo: 1-2 pages, single spaced, small margins 12

13. MIT OpenCourseWare http://ocw.mit.edu 15.232 Business Model Innovation: Global Health in Frontier Markets Fall 2013 For information about citing these materials or our Terms of Use, visit: http://ocw.mit.edu/terms.http://ocw.mit.edu/terms