Pol ly C. Paulson, MPH, MA, MCHESStudent Heal th & Counsel ing Serv icesUnivers i ty of Cal i fornia, DavisPCCHA 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 Nonprofi t OrganizationsBryan W. BerryAmherst H. Wilder Foundation2007

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....

Lead Group

OctNovDec

Obtain buy-inAssign Lit Reviews Identify/hire facilitator

Begin Lit Reviews

Jan FebMarch

Prep – activities list, top 10, ID mandates, agendasAssign Voting Guide

Complete Lit ReviewsRetreat 1 (Select criteria)

AprilMay JuneJuly

Prep

Write plan/gain approvalFine-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,

promis ing)

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 stakeholdersHigh risk for academic failure/significant

morbidity/mortality both short and long termPotential 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 facil itator 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-profi t 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, MCHESHealth Promotion Supervisor

University of California, Davispcpaulson@ucdavis.edu

(530) 752-4142

THANK YOU!

ENJOY YOUR STAY IN SEATTLE!

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