Strategic Planning requires a big picture view of a Waters Center SYSTEMS THINKING RESOURCES For Systems Thinking Iceberg
Strategic Planning requires a big picture view of a Waters Center SYSTEMS THINKING RESOURCES For Systems Thinking Iceberg: Seeing What’s Below the Surface system. Deeper Learning O What happened? What is Seen Events It anticipates long-term, short-term, and unintended What has been happening? What are the trends? What is Unseen What changes have occurred? consequences. Leverage Patterns of Behavior What has influenced the patterns? (e.g. policies, laws, physical structures) What are the relationships among the parts? Structure of the System What assumptions, beliefs, and values It helps identify leverage actions that will produce do people hold about the system? desired results. Mental Models In order to achieve your desired result, you have to be as honest as you can about your current reality and as clear as you can about your desired results. Peter Senge
Case Study
Dr. L is a general practitioner whose clinic is staffed by a physician assistant and nurse team. Similar to other small clinics, there are other staff who manage the reception and other office functions. While most of the patient satisfaction surveys collected indicate high level of satisfaction, a number of the surveys have indicated that the office is not always comfortable for people who identify as LGBTQ+. The mission statement presently is: To inspire hope and contribute to health and well-being by providing the best care to every patient through integrated clinical practice, education and research. Overall scores concerning the weather clinic staff are respectful have decreased, as have scores concerning patient comfort sharing about medical needs and questions. The decreases draw the attention of Dr. L. Comments were submitted sharing: “staff make heteronormative statements meaning to be conversational but they actually make me uncomfortable.” “Some of the forms seem old, and do not have space to indicate my preferred pronouns, for instance.” “When I shared with the nurse that my son is gay, she said that she was ‘sorry’ and asked how I felt about it. This is not right!” Additionally, anecdotally, patients who identify as LGBTQ+ have stopped coming to the practice. Dr. L. asked you, an expert but an outsider to her organization, to help guide her team through a strategic planning process to search for a solution to improve inclusivity for diverse communities of patients. Dr. L. anticipates the impacts of implementing recommended changes and understands the role of time delays in the effects she expects to see. She considers that her schedule is usually full almost 3 months in advance, so the ideas generated as part of strategic planning will not be fully implemented for several months. She also recognizes that she receives patients’ satisfaction scores about 3 months after the patients complete them. Therefore, she will not expect to see the full results of the change she makes to clinic protocol or policies for at least 6 to 9 months.
Questions (or template) to be Addressed in the Strategic Plan:
I. a. Describe your process for engaging stakeholders and surfacing key values of the stakeholders involved. b. Present a proposed mission statement for Dr. L’s medical practice.
II. a. Describe the methods you would use in conducting a situational analysis. Select at least 2 of the tools (SWOT analysis, PESTEL chart, Force field analysis, Gap analysis, Scenario analysis, Sensitivity analysis) referenced in Chapter 4 of Strategic Planning in Healthcare: An introduction for health professionals by Brian Martin. b. Provide a rationale for the tools you select. c. Explain how the Habits of a Systems Thinker inform your choice of tools and anticipated outcomes from the analysis.
III. a. Based on what you anticipate you would learn in your situational analysis, what recommendations might you make for leverage actions that would produce the desired results in Dr. L’s patient satisfaction scores? b. Develop 3 objectives written using the SMART format. c. Finally, describe your implementation plan. How will you go about executing your plan to reach your objectives? Be sure to explain how each aspect of the course DEI, Systems Thinking and strategic planning can be integrated to produce sustainable change.
IV. a. Identify the key performance indicators (KPIs) you would use to evaluate progress toward the desired result. b. Explain how you would use those KPIs to monitor the strategic plan and make necessary adjustments during the implementation phase of the project.
V. For the final section of your strategic plan case study, reflect on how you could use a systems focused strategic planning process to address commonly occurring challenges in healthcare.
References:
Chapter 4 of Strategic Planning in Healthcare: An introduction for health professionals by Brian Martin
Develop a strategic plan to address the issue of patient satisfaction scores using the questions (or template) at the end of this document.
● Use the Iceberg as a reflection tool to inform your development of the plan.
● Reference the Martin text as you work through each section of the strategic planning project.
A strategic plan typically spans a three-to-five years period and engages multiple stakeholders in its creation. However, this case study approach asks you to apply a strategic planning approach in order to make recommendations for a specific issue in a small private medical practice. As you write up your strategic planning case study, be sure to explicitly connect how your recommended actions align with the PDSA (plan, do, study, act) cycle, and modify the strategic planning timeline as necessary.
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