Ch. 9: Strategic Planning
a strategic planning articulates what?
Specific goals and describe the actions steps and resources needed to accomplish them
t/f: leadership operates outside the context of the organizational environment
FALSE
What is often the first step in planning strategically?
Examination of the organization's internal environment and the multiple external environments
what does SWOT analysis help?
Examine the current state of the Department or organization and to project possible external future states
t/f: It should be noted that the steps involved in planning, weather for long term strategy or for day-to-day activities, are typically completed for the purpose of planning alone.
FALSE
t/f: an operating plan goes into lesser detail than the strategic plan, does not identify specific timeframes and deadlines for activities and does not assign activities to specific organizational members to aid accountability
FALSE
t/f: occupational therapy managers must constantly scan only internal environments of the organizations for information and events that will impact short-term operational planning and strategic planning
FALSE
reviews are conducted by combining a review of key document or reports with stop interviews, discussions, or a structured brainstorming exercise. what are examples of key documents or reports?
Financial reports, all come statistics, program evaluation, or accreditation reports
How are mission statements usually created?
Some mission statement can be as short as a single sentence and may only imply the answer to some of the questions listed, whereas others can be relatively lengthy and provide additional information
what are the eight steps of a strategic planning process?
1) planning to plan, 2) environmental assessment and monitoring, 3) review of organizational mission and values, 4) establish goals and objectives, 5) business modeling, 6) performance audit and gap analysis, 7) action planning, and 8) contingency assessment
how does the appreciative inquiry begin?
Focusing on the strengths of an organization and stakeholders' values, as well as their shared vision
what is an appreciative inquiry?
A vision-based approach of open dialogue that is designed to help organization and their partners create a shared view of the future and a mission for operating in the present
what is a more contemporary approach to district planning utilizing a conceptual approach?
Appreciate if inquiry
How was the importance of vision statements to organizations described?
Aspirational in nature, vision statements layout the most important primary goals for our company
what is a contingency assessment?
Assessment of all those things that might reasonably be anticipated to go wrong in the impact of these events
Where is SOAR analysis drawn from?
From an AI perspective that recognizes the value of the sizing positive before focusing on the negative
describe dream.
Client imagined their group or organization at its best and identify their common aspirations. A dream phase results in symbolic results such as graphical representations rather than concrete outcomes such as a mission statement
describe delivery or destiny.
Clients focus on difficult task of implementing proposals that were chosen and refined during design phase. A major challenge is maintaining energy and drive created in early phases
Describe discovery.
Clients reflect and discuss what a work group or organization is best said, or when they were at their best. Discussion is focused on discovering and describing positive core a group strength. Key stakeholders should be involved in this process to assure that you capture a broad view of multiple perspectives
Strategic planning remains popular today and is reflected in standards established by accrediting bodies such as the-
Commission on accreditation of rehabilitation facilities
how is a performance audit conducted?
Comparing your current performance against measurable quantitative and qualitative outcome indicators of success related to the department or organizational mission
what is an operating plan?
Coordinated set a task for carrying out the goals Delineated in a strategic plan. It goes into greater detail than the strategic plan and identify specific timeframes and deadlines for activities, as well as assigns activities to specific organizational members to aid accountability
What are some critical points to keep in mind when planning strategically?
Create bridges between organizational goals and key customers and stakeholders of services provided by department's and organizations; guides you through imagining a new future and not a document; plans change and things happen along any road; many accessible approaches and models that layout the steps in strategic planning, do what fits your organizational culture; Takes time, commitment and flexibility
What is the 4D model of appreciative inquiry?
Discovery, dream, design, and delivery or destiny
what is departmental or organizational profile?
Document that identifies the customers and other key stakeholders, spotlights the processes and procedures that lead to the central product and outcomes of the business, and summarizes the internal and external environments in which the Department or organization operates
what is a business plan?
Document that is focused on the actions and investment necessary to generate income from a specific program or service; Includes information about an organization's products, the competitive environment, and revenue generation assumptions
what is a strategic plan?
Document that provides guidance in fulfilling the articulated mission of a Department or organization. It articulates specific goals and describes the action steps and resources needed to accomplish them
what is a SOAR analysis?
Drawn from an appreciative inquiry perspective that recognizes the value of emphasizing the positive before focusing on the negative; It stands for strings, opportunities, aspirations, and results, and represents an alternative to the traditional S WOT analysis process
how often are strategic plans reviewed and updated?
Every three to five years
how is the process of visioning?
Fun, creative, and motivating process that communicates the valuable role that employees can play in helping a Department or organization to survive and thrive ; It is important for the person leading employees in the visioning exercise to set clear and appropriate boundaries for the exercise so employees did not become frustrated or waste time
what is a limitation of the SWOT analysis?
Has the potential of creating a lens of focus on what the organization does wrong and why, which emphasizes the negative
describe the steps in planning.
Identify types of data and information you will need to gather and arrange for access to data sources, determine who will be involved in the process itself as well as a key stakeholder who will be invested in the outcome of a plan , an steps that you might take to prepare your Department and organization for the process itself
what is a critical element of contingency assessment?
Imagining any event that, if it occurred, would result in having to abandon key goals and objectives
how is business modeling referred?
Once goals and objectives are established, the current or possible structures for staffing and for lines of authority and accountability are examined
describe design.
Participants are asked to develop concrete proposals for creating a new state for the work group or organization. The future state reflects those elements representing when the group was at his best
What is an appreciated inquiry?
Positive approach to organizational change that begins by identifying what is positive about a Department or organization when it is at its best, and then leverages these qualities for the future
What is the strategic planning?
Process of determining the organization's long term goals, concrete measures of success, and achievement, and the formulating the strategies and general action plans to accomplish these goals
What is a SWOT analysis?
Process used to examine both the organization's internal and external environments to aid with operational and strategic planning through an analysis of the organization strings, opportunities, weaknesses, and threats
how can a vision statement be effective?
Reflex a vision or dream of a future state that is both sufficiently clear and powerful to arouse and sustain the actions necessary for that dream to become reality
what is a traditional approach used to examine both the internal and external environment of an organization to aid with operational and strategic planning?
SWOT analysis
what is a mission statement?
Statement of the reason for existence of a Department or organization that indicates what the Department or organization does, whom it does it for, and possibly how it accomplished
what is a case statement?
Statement that is geared toward marketing and fund raising rather than planning period it describes the organization's goals, capabilities, and strengths, and the benefits it provides
what is a vision statement?
Statement that paints an aspirational picture of the future of a Department or organization by indicating what it will look like at its best
t/f: although mission statements can sometimes become diluted or lose focus as organizations age and come to serve not only the purpose for which they were created, but also the practical purpose of providing a source of income for their employees
TRUE
t/f: there are cautions about relying too heavily on an AI approach and creating an either or dynamic between problem solving and positive focus of AI
TRUE
t/f: you must identify who might create roadblocks or sabotage your plan if they are not included in the planning process and established communication systems with them to determine how they wish to be involved
TRUE
what does a case statement describe?
The organization's goals, capabilities, an strength, as well as the benefits it provides
what is planning?
The process of deciding what to do by setting performance objectives and identifying the activities needed to accomplish these activities
what is strategic planning?
The process of determining the organization's long-term goals, establishing concrete measures of success, and formulating the strategies a general action plans to accomplish these goals.
how is contingency assessment described?
This is the phase of planning in which as many of the what ifs are identified as possible
Describe the challenges with the SWOT analysis.
Traditional approach to changes problem solving in nature; Starts off from a negative perspective , something that is broken, something could have been done better , something needs to be fixed; Engage in problem identification, root cause analysis, brainstorming possible solutions, auction planning, implementation of changes, and hopefully evaluate results
What are skills and leadership and management that support strategic planning?
Transformational and transactional leadership skills; Long range planning an ability to think down multiple tracks at once; Problem solving an change management skills; Tolerance for uncertainty; Group process skills; Ability to see and help receipt the big picture and manage fine details; Environmental scanning and analysis skills; and project management
A precursor to beginning or revising a strategic plan should be to spend some time reviewing and perhaps revising-
a department's mission and vision statements
weather at the organizational or Department level, a mission statement should be thought of as what?
a management tool
mission statements are typically established by what?
an organization's founders and usually remain stable overtime,
what does Planning to plan include?
consideration of who needs to be involved in the planning process, establishing or discovering communication mechanisms for keeping key stakeholders informed, and identifying constraints or roadblocks to the planning process that may be encountered so that alternatives or contingencies may be established
mission statements can be used as evaluation criteria that help make what?
decisions about how to prioritize work and the user resources
how is the external environment monitored for changes?
in policies or laws that affect reimbursement or practice, the addition or loss of competitors, changes related to keep population serve, or new technological developments that again will support or detract from the organization's pursuit of its mission
what kind of customers a group of stakeholders, as our other internal customers such as the other members of your team?
including clients, patience, caregivers, founding members, physicians, midlevel providers, and other referral sources
_________is at the core of the environment and has its own culture and ways of operating that must be assessed.
leadership
performance audits help to understand whether-
one is on target with the timeline of implementing strategic plan and whether the quality of performance is meeting expectations; Identifies gap between the current and desired indicators of performance, best completed as an angling activity an can be focused on the timeframe for implementation of activities or whether quality of performance meets expectations; provide quantitative measures of the completion of milestones or effectiveness, whereas the gap analysis is focused on understanding why performance is higher or lower than expected and what one might do to get back on track if one is not meeting expectations
A mission is often operationalized there a statement that sets forth the organizations-
purpose, including definition, products, and services
Managers who are effective strategic planners will develop systems to what?
regularly check progress of the implementation of actions related to their strategic planning
how is the internal environment monitored for changes?
such as increases or decreases in resources, loss of key personnel, changes in programming, or other changes that might support or detract from the organization's ability to pursue its goals
the information gathered on the environments that influence an organization, the analysis of the clients and consumer's needs, and assessment of the organization's internal environment are also useful for what?
the management functions of marketing and program development, which are discussed
The process of writing a departmental mission statement can help what?
to refocus and reenergize staff members by helping them better understand the role they serve within an organization and the beliefs and values they hold in common
establishing cross functional teams, hiring part time or per diem employees or creating a new product line may be options supported by who?
top administrations if managers can show that significant cost savings or revenue enhancements may occur
an accompanying vision statement expresses the aspirational and inspirational messages about-
what a Department or organization will like to become as it seeks to fulfill its mission
The environmental assessment and monitoring are also the face of strategic planning where you would start what?
your SOAR and your SWOT analysis