Worksheet 1: Assessing Readiness for Strategic Planning



Assignment Title Page

Strategic Planning Template

Team A, B, C, D

Date

HCM 520 Health Care Organization

Professor

[Remove “NOTES” in red from Final Written Assignment. ]

The Needs Assessment

The very first thing you have to do, before even considering developing a strategic plan, is to find a need. This is often referred to as the needs assessment.

Mission Statement

Developing Mission Statement

Ask internal stakeholders complete individually before a small group convenes. After the information is collected from all who complete the worksheet, use the information with a small group to analyze for common themes. Develop an initial draft or revise a current mission statement using this information.

The mission should clarify the organization’s purpose and indicate why it is doing what it does. It should answer the question, “Ultimately, what are we here to do?” The mission statement speaks to what you do.

1. What is the current mission? What does it say about who we are, what our purpose is, what business we are in, who we serve and how we are unique?

2. In general, what are the basic social and political needs we exist to fill? What are the basic social or political problems we exist to address?

3. What is our role in filling these needs or addressing these problems? How does it differ from the roles of other organizations?

4. In general, what do we want to do to recognize or anticipate and respond to these needs or problems?

5. Who are our stakeholders and how should we respond to our stakeholders?

6. What is our philosophy and what are our core values?

7. Is our current mission out of date? If so, how?

8. What changes in the current mission would I propose?

Vision and Purpose

What purpose does our organization serve to the community, members, staff? How does your organization envision itself as a contributor that benefits community, members, staff, now and in the future?

Assessing Readiness for Strategic Planning

| Strengths, Weaknesses, Opportunities and Threats (SWOT Analysis) |

|What are the strengths will contribute to organizational success? |What weaknesses exist affecting your organizational success? |

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|What are the opportunities may your organization create? |What are the threats are there to your organization’s success? |

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Plan Objectives

Objectives are short term – tasks that need to be completed immediately, or in the first 3-6 months; intermediate – tasks that must be done within the first 7 to 24 months; or long term – tasks that may be achieved in years 2-5. Setting objectives is the core of strategic planning. They guide you in the process.

Short Term Objectives

Intermediate Objectives

Long Term Objectives

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