Morehouse SOM: Strategic Planning Kick-Off Meeting Morehouse School of Medicine Strategic Planning Initiative Steering Committee Kickoff Meeting July 2, 2014 1 STRATEGIC PLANNING THE APPROACH 22 Morehouse SOM: Strategic Planning Kick-Off Meeting AMC Strategies, LLC Strategic Consultants to Academic Medical Centers www.amcstrategies.com 3 Morehouse SOM: Strategic Planning Kick-Off Meeting AMC Strategies’ Clients  Cedars-Sinai Health System  Children’s Hospital of Orange County  City of Hope National Medical Center  Columbia University College of Physicians and Surgeons / New York Presbyterian Hospital*  George Washington University Medical Center  Georgetown University Medical Center  Lucile Packard Children’s Hospital at Stanford  Macquarie University Hospital & Australian School for Advanced Medicine (Sydney, Australia)  Partners Harvard Medical International  Stanford University: School of Medicine, Stanford Hospital & Clinics, School of Earth Sciences  The Brooklyn Hospital Center (Brooklyn, NY; affiliated with Weill Cornell Medical College)  Texas Medical Center (Houston, TX)*  The Methodist Hospital (Houston, TX)  The National Academies of Sciences  University Hospitals Health System (Cleveland, OH)  University at Buffalo (SUNY) School of Medicine and Biomedical Sciences  University of California, Davis, Health System  University of California, Irvine School of Medicine & Medical Center  University of California, Los Angeles, David Geffen School of Medicine / UCLA Health System*  University of California, San Francisco*  University of California, Santa Barbara  University of California, San Diego, Health System  University of Cincinnati Health Sciences Center  University of Iowa: UI Health Care, Carver College of Medicine, University of Iowa Foundation  University of Rochester Medical Center  University of Southern California: Keck School of Medicine and Keck Medical Center  University of Utah / University Health Care  Washington University School of Medicine / St. Louis Children’s Hospital 4 Morehouse SOM: Strategic Planning Kick-Off Meeting Relevant Engagements – Schools of Medicine Comprehensive Strategic Plans  Columbia University College of Physicians and Surgeons  George Washington University Medical Center  Lucile Packard Children’s Hospital at Stanford  Macquarie University / Australian School for Advanced Medicine (Sydney, Australia)  University of California, Davis, Health System  University of California, Irvine School of Medicine  University of California, Los Angeles, David Geffen School of Medicine  University of California, San Francisco  University of Cincinnati Health Sciences Center  University of Iowa Carver College of Medicine  University of Rochester Medical Center  University of Utah School of Medicine  Washington University School of Medicine 5 Morehouse SOM: Strategic Planning Kick-Off Meeting The AMC Strategies’ Philosophy… All Strategic Plans Must Answer Four Basic Questions:  Where is the Organization  Environmental Assessment Today? – External data analysis & interviews – Internal data analysis & interviews  Where Should the  Strategic Vision Organization be in the – Key strategic implications Future? – Mission & vision statements – Guiding principles – Measurable goals  How Should the Organization  Strategy Formation Get There? – Strategies & tactics  Is the Organization Getting  Implementation Planning/ There? Monitoring/Communicating 6 Morehouse SOM: Strategic Planning Kick-Off Meeting The Strategic Planning Process Phase I Phase II Phase III Phase IV Conduct Planning Define Global Define Strategic Finalize the Plan Research Direction Direction Communications Planning  Strategic Planning  Affirm and Enunciate  Formulate the  Priorities Strategies Interviews/SWOT Mission and Core Values “Roadmap” to Achieve  Develop Implementation Analysis the Vision and Goals  Define Vision Plan with Target Dates  Stakeholder Survey  Work as Strategy Design  Develop Measurable and Strategy Champions  External Stakeholder Goals Teams to: Identified Focus Groups – to be • Develop Strategies &  Identify Strategic Issues  Finalize Strategic Plan and completed internally Tactics to Address to be Addressed in Phase “Roadmap”  Environmental III Specific Goals Assessment (internal • Present  Determine Strategy & external trends) – Recommendations to Design Team to be completed the Steering Assignments and Rosters internally Committee 7 Morehouse SOM: Strategic Planning Kick-Off Meeting The MSM Strategic Planning Timeline 2014 2015 JUN JUL AUG SEP OCT NOV DEC JAN Preliminary(cid:9)Planning/Logistics PHASE(cid:9)I(cid:9)-(cid:9)CONDUCT(cid:9)PLANNING(cid:9)RESEARCH (cid:9)-(cid:9)Activity(cid:9)1:(cid:9)Interviews X (cid:9)-(cid:9)Activity(cid:9)2:(cid:9)External(cid:9)Stakeholder(cid:9)Focus(cid:9)Groups (cid:9)-(cid:9)Activity(cid:9)3:(cid:9)(cid:9)Stakeholder(cid:9)Survey (cid:9)-(cid:9)Activity(cid:9)4:(cid:9)Environmental(cid:9)Assessment Steering(cid:9)Committee(cid:9)Kickoff(cid:9)Meeting X PHASE(cid:9)II(cid:9)-(cid:9)DEFINE(cid:9)GLOBAL(cid:9)DIRECTION Steering(cid:9)Committee(cid:9)Strategic(cid:9)Planning(cid:9)Retreat X PHASE(cid:9)III(cid:9)-(cid:9)DEFINE(cid:9)STRATEGIC(cid:9)DIRECTION Strategy(cid:9)Design(cid:9)Team(cid:9)Meetings(cid:9)(monthly) X X X Steering(cid:9)Committee(cid:9)Meetings(cid:9)(monthly) X X X PHASE(cid:9)IV(cid:9)-(cid:9)FINALIZE(cid:9)PLAN/IMPLEMENTATION(cid:9)PLNG Steering(cid:9)Committee(cid:9)Meeting X X = Strategic Planning Steering Committee meetings 8 IMMEDIATE PLANNING NEXT STEPS PHASE I: CONDUCT PLANNING RESEARCH 99 Morehouse SOM: Strategic Planning Kick-Off Meeting Phase I Analytical Activities Quantitative Qualitative Assessment Assessment Activity 1 50 Internal Interviews Activity 4*  Senior Leadership  Staff Environmental Assessment  Faculty  Students and Trainees  Clinical Services Activity 2* External Stakeholder Focus Groups  Education  Current strengths/weaknesses of the SOM  Research  Issues to be addressed in the plan  Greatest opportunities for the future  Resources Activity 3 Stakeholder Survey (Follows completion of Activity 1)  Validate strategic priorities from Activity 1  Solicit institution-wide input on core values and strategic issues *To be completed by in-house Morehouse team with guidance from AMC Strategies 10