1 The Planning Process

What does organizational structure consist of?

1. Staffing and personnel requirements 2. Job titles 3. Job descriptions

Which terms of SWOT are INTERNAL?

1. Strength 2. Weaknesses

What does SWOT stand for?

1. Strengths 2. Opportunities 3. Weaknesses 4. Threats

Goals should CAPITALIZE on __1__ and _2_ while MINIMIZING _3_ and MITIGATING _4_.

1. Strengths 2. opportunities 3. Threats 4. weaknesses

What does the Mission and Visions do for an organization?

1. Tells the STORY about an organization

Which statement is used in STRATEGIC planning process as the beginning and end point?

1. Vision

What is the definition of Vision?

1. What we want to in the future

What are some questions you would ask during the PREPLANNING stage?

1. Who's going to be involved? 2. Where will the planning take place? 3. How much time will this take?

What does physical structure, equipment, and resources consist of?

1. applicable legal and profession standards 2. equipment 3. billing and payment infrastructure

What are the different components of STRATEGIC PLANNING PROCESS?

1. preplanning 2. planning 3. SWOT analysis 4. postplanning

What does defining major milestone consist of?

1. start and finish dates 2. Persons responsible for each task necessary to accomplish the objectives of the business plan

Which process of Business planning is the following statement part of? Assess clinical and quality requirements 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. IDENTIFY an action plan 7. ESTABLISH an exit plan

2. CONDUCT market research and analysis

Which process of Business planning is the following statement part of? Evaluate competitors 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. IDENTIFY an action plan 7. ESTABLISH an exit plan

2. CONDUCT market research and analysis

Which process of Business planning is the following statement part of? Evaluate the market 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. IDENTIFY an action plan 7. ESTABLISH an exit plan

2. CONDUCT market research and analysis

Which strategic planning process is the following statement? IDENTIFY goals and PLOT the course 1. Pre-planning 2. Planning 3. SWOT 4. Post-planning

2. Planning

Which strategic planning process is the following statement? CONDUCT a SWOT analysis 1. Pre-planning 2. Planning 3. SWOT 4. Post-planning

2. Planning

Which strategic planning process is the following statement? CONDUCT a situation analysis 1. Pre-planning 2. Planning 3. SWOT 4. Post-planning

2. Planning

Which strategic planning process is the following statement? OPERATIONALIZE the strategy 1. Pre-planning 2. Planning 3. SWOT 4. Post-planning

2. Planning

Which strategic planning process is the following statement? STRATEGIZE with the vision in mind 1. Pre-planning 2. Planning 3. SWOT 4. Post-planning

2. Planning

Which process of Business planning is the following statement part of? Organizational structure 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. IDENTIFY an action plan 7. ESTABLISH an exit plan

3. DEFINE process and operation

What can have a positive or negative influence on both the presenter and the audience?

1. 'politics' 2. group dynamics 3. personal interactions

How do you assess clinical and quality requirements

1. Applicable legal and professional standards

How is Business or program defined?

1. By developing a mission statement to steer the direction of the business or program

What does identifying target market and develop a plan to gaining business in that market consist of?

1. Communicating with customers 2. Deciding on Initial plan 3. Deciding on ongoing plan

What does defining dissolution action plan consist of?

1. Customer notification 2. Employee notification 3. Facilities, equipment, and resources

What are the processes of Business Planning?

1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. IDENTIFY an action plan 7. ESTABLISH an exit plan

What are the steps to PLANNING PROCESS?

1. DEFINE the process to a singular purpose of desired result 2. ASSESS the situation and ESTABLISH goals 3. IDENTIFY strategies to meet goals 4. ESTABLISH objectives to support progress towards goals 5. WRITE and COMMUNICATE the plan 6. MONITOR progress

What does strategic planning ensures?

1. Long-term planning 2. That the organization is doing the right things now and in the future

Which statement differentiate you from others that provide the same products or services? 1. Mission 2. Vision 3. Both

1. Mission

Which statement is used as a present statement going ahead into the future?

1. Mission

What is the difference between MISSION and VISION statements?

1. Mission DEFINES who we are 2. Vision MAKES people think and MOTIVATE them to create a difference and better future

What are WEAKNESSES and THREATS?

1. Negative attributes or characteristics

Which terms of SWOT are EXTERNAL?

1. Opportunities 2. Threats

What is the best form of strategic planning?

1. PROACTIVE planning

What are STRENGTHS AND OPPORTUNITIES?

1. Positive attributes of an organization 2. Characteristics that may bode well for success

What does the consideration costs incurred and resulting financial benefits consist of?

1. Pro forma income statements 2. Balance sheets 3. 3-5 year projections

What parts of planning does STRATEGIC PLANNING effect?

1. Process of selecting goals --> determine policies and programs needed --> methods to implement policies and programs

What is the definition of Mission?

1. Purpose of the organization

Which process of Business planning is the following statement part of? Physical structure, equipment, and resources 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. IDENTIFY an action plan 7. ESTABLISH an exit plan

3. DEFINE process and operation

Which process of Business planning is the following statement part of? Identify target market and develop a plan to gaining business in that market 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. IDENTIFY an action plan 7. ESTABLISH an exit plan

4. DEVELOP a market strategy

Which strategic planning process is the following statement? Effectively communicate the plan 1. Pre-planning 2. Planning 3. SWOT 4. Post-planning

4. post-planning

Which strategic planning process is the following statement? Implement the plan 1. Pre-planning 2. Planning 3. SWOT 4. Post-planning

4. post-planning

Which strategic planning process is the following statement? Monitor progress and assess results 1. Pre-planning 2. Planning 3. SWOT 4. Post-planning

4. post-planning

Which process of Business planning is the following statement part of? Consider costs incurred and resulting financial benefits 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. IDENTIFY an action plan 7. ESTABLISH an exit plan

5. DEVELOP financial projections

What is the most critical step of business planning?

5. Develop financial projections

Which process of Business planning is the following statement part of? Define Major milestones 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. Identify an action plan 7. ESTABLISH an exit plan

6. Identify an action plan

Which process of Business planning is the following statement part of? Define action steps for periodic monitoring and performance assessment 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. Identify an action plan 7. ESTABLISH an exit plan

6. Identify an action plan

Which process of Business planning is the following statement part of? Define dissolution action 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. Identify an action plan 7. ESTABLISH an exit plan

7. ESTABLISH an exit plan

Which process of Business planning is the following statement part of? Define when, why, how the decision would be made to terminate a program 1. DEFINE the business or program 2. CONDUCT market research and analysis 3. DEFINE process and operation 4. DEVELOP a market strategy 5. DEVELOP financial projections 6. Identify an action plan 7. ESTABLISH an exit plan

7. ESTABLISH an exit plan

Is the following statement a Barrier or Limitation? Constant changes

Barrier

Is the following statement a Barrier or Limitation? Failing to commit sufficient time to the process

Barrier

Is the following statement a Barrier or Limitation? Failure to monitor progress

Barrier

Is the following statement a Barrier or Limitation? Failure to plan fare enough ahead into the future

Barrier

Is the following statement a Barrier or Limitation? Lack of buy-in from administration

Barrier

Is the following statement a Barrier or Limitation? Lack of planning skills

Barrier

Is the following statement a Barrier or Limitation? Power struggles

Barrier

Financial projections must be approved by what kind of ratio?

Benefit-to-cost -Revenue generating is preferred -May be justifiable if expenditure are reduced

Slide for SWOT (hit ENTER)

Goals should capitalize on strengths and opportunities while minimizing threats and mitigating weaknesses

Is the following statement a Barrier or Limitation? Planning is guess work

Limitation

Is the following statement a Barrier or Limitation? Planning is not a substitute for action

Limitation

Is the following statement a Barrier or Limitation? Plans are only as good as the information going in

Limitation

Is the following statement a Barrier or Limitation? Plans should not be static, but be flexible

Limitation

What is the definition for PLANNING?

Purposeful efforts taken to maximize future success

How do you evaluate competitors?

SWOT