How To: Strategic Planning
|1. Organize (Getting Started)|
Printer-Friendly: Getting Started: Organize (PDF: 69KB / 1 page)
A. Recruit Strategic Planning Team
This team could include:
B. Set Meeting Dates, Times, and Locations
Use the Stakeholder Identification Tool to list those who may be interested in your planning process or have a stake in the outcome. If the people or groups on the list above are not included in your planning team, you can consider them. Also consider:
Fill in the communications plan with:
- Who needs to be communicated with regarding your plan and planning process
- The information they need
- The medium/method used to communicate with them
- Frequency of communications needed
E. Collect Documents and Information
Collect documents and information that will be relevant to setting the context for your plan.*
- Current mission, vision, and values statements
- Past CHAAP assessments and plans
- Organizational assessment against national public health standards and measures, and three standards most in need of improvement
- Other internal assessments/plans (such as: emergency preparedness, quality improvement, home visiting, etc.)
- External assessments (such as: hospital community assessment, United Way, etc.)
- Public health budget
- Possible federal health care reform impacts on local public health
More Information: NACCHO: Implementation of the Patient Protection and Affordable Care Act (PDF: 767KB / 3 pages)
- More documents, as you think they will help set context
* Depending on the order of deliverables produced, your department may use the documents above in a different order
To prepare for planning, a group of staff can review collected documents and information, to inform their assessment of current conditions the department is facing.
- What are the department's strengths and accomplishments?
- What are the department's weaknesses and external challenges?
- What are the department's current opportunities?
By answering these questions, the planning team will be prepared to develop a strategic vision of a strong health department positioned to effectively carry out its mission.
|3. Facilitated Planning Session|
Staff from the MDH Office of Performance Improvement (OPI) are trained and available to facilitated the strategic vision and goals sections of a CHB's or tribal health department's planning process. OPI staff can also offer support to prepare for the facilitated session, and to complete the plan.
- Help: To request OPI facilitation services, please contact your Public Health Nurse Consultant
Departments can also acquire other outside facilitation services, or can lead the process internally.
- More Information: Facilitated Planning Session: Overview
(PDF: 184KB / 2 pages)
For more assistance, you can also consult NACCHO's guide to developing LHD strategic plans:
- More Information: NACCHO: Developing a Local Health Department Strategic Plan
|4. Action Plan Development|
Once your department develops a strategic vision and strategies to reach that vision, you will need to develop work plans to implement those strategies. The tools below are designed to help develop action plans that can be compiled into a final work plan.
- Template: Worksheet - Edit by Hand (PDF: 61KB / 2 pages)
Template: Worksheet - Edit on Computer (DOC: 31KB / 1 page)
- Template: Summary - Edit by Hand (PDF: 53KB / 2 pages)
Template: Summary - Edit on Computer (DOC: 30KB / 1 page)
|5. Meet National Standards|
- Deliverable to MDH: Strategic Plan
|Examples: Strategic Plans|
Go to: More Information: Examples