2004

National

Oral

Health

Conference

Strategic Planning for Oral Health Programs

B.J. Tatro, MSSW, PhD

B.J. Tatro Consulting

Scottsdale, Arizona

B.J.

TatroConsulting

Objective 1

Identify the essential elements and sequence of a strategic plan and give examples from various oral health programs.

B.J.

TatroConsulting

Objective 2

Provide input into ASTDD’s strategic plan and ways that local and state activities fit into this plan.

B.J.

TatroConsulting

Objective 3

Translate strategic plans into action through development of an operational plan, regular monitoring and updating of the plan, early identification and attention to barriers and potential delays, and celebration of success.

B.J.

TatroConsulting

Roundup

B.J.

TatroConsulting

Roundup

B.J.

TatroConsulting

Who has done strategic planning?

B.J.

TatroConsulting

What are some of your experiences in developing a strategic plan?

B.J.

TatroConsulting

Scope of strategic planning

Developing a state plan

Developing a plan for a program

2004

National

Oral

Health

Conference

What is a strategic plan?

B.J.

TatroConsulting

Strategic Plan

A STRATEGIC PLAN is a practical, action-oriented guide, based on an examination of internal and external factors, that directs goal setting and resource allocation. It is issue-oriented.

B.J.

TatroConsulting

Mission

The mission statement answers the questions “Why does our organization exist?” It identifies who the organization exists to serve, what it does, and why. The mission serves as a guide for the rest of the plan.

2004

National

Oral

Health

Conference

Who?What?Why?

B.J.

TatroConsulting

ASTDD’s Mission

ASTDD provides leadership to advocate a governmental oral health presence in each state and territory, to formulate and promote sound oral health policy, to increase awareness of oral health issues, and to assist in the development of initiatives for prevention and control of oral disease.

B.J.

TatroConsulting

Sample Mission Statement

Promote oral health for the well-being of all residents.

B.J.

TatroConsulting

Vision

The vision statement answers the question “What is our ideal future?” It is a statement of the shared and idealized view of the future state, given that the organization carries out its mission. The vision also services as a guide for the rest of the plan.

B.J.

TatroConsulting

ASTDD’s Vision

A strong and effective governmental oral health presence in states and territories to assure optimal oral health.

B.J.

TatroConsulting

Sample Vision 1

Residents will have the opportunity to achieve and maintain oral health through access to an effective system of health services that promotes appropriate health behaviors. These services, which include assessment, prevention, health promotion, education, counseling, and treatment, will be provided through an integrated system of health care that assures accessibility, affordability, high quality, appropriateness to individuals’ needs, and responsiveness to individuals’ circumstances.

B.J.

TatroConsulting

Sample Vision 2

All residents achieve optimal oral health.

B.J.

TatroConsulting

Analysis

The analysis answers the questions, “What can move us forward?” and “What is likely to deter us?” The analysis includes an assessment of both internal and external factors. …

B.J.

TatroConsulting

Analysis

… Internally, it is important to examine strengths and prior accomplishments that can provide the foundation for future success. It is also important to examine organizational weaknesses, barriers, gaps, and any other factors that might present obstacles to implementation of the plan. …

B.J.

TatroConsulting

Analysis

… Externally, it is important to examine opportunities that can be seized and potential challenges. These might include economic, political, social, and technological conditions, competition, attitudes, and the like.

B.J.

TatroConsulting

B.J.

TatroConsulting

B.J.

TatroConsulting

Strategic Questions

1. How can we acquire the resources we need to update our technology?

2. How can we obtain the information we need about the oral health of our population?

3. What are the priorities for use of our resources?

B.J.

TatroConsulting

Strategic Questions

4. How can we reduce disparities in access to oral health services?

5. How can we increase the number of qualified pediatric dentists practicing in rural areas of our state?

6. How can we communicate the critical link between oral health and general physical health to the population?

B.J.

TatroConsulting

Key Directions

Key directions answer the question, “Where do we want to go in the next two to five years?” They address the major issues identified in the analysis process. They provide guidelines for action and form the basis for the establishment of goals and the selection of objectives for the coming year. …

B.J.

TatroConsulting

Key Directions

… Some may be programmatic (for example, to expand programs to a new area or new target audience); others may relate to administration or program support (for example, to increase funding resources).

B.J.

TatroConsulting

Key Directions

6. How can we communicate the critical link between oral health and general physical health to the population?

Key Direction: Educate the public about the critical link between oral health and general physical health.

B.J.

TatroConsulting

Outcomes/Desired Results

Outcomes are the most important results that the organization plans to achieve during the year. The outcomes should be under the control of the organization and be realistic. They should focus on the big picture.

B.J.

TatroConsulting

Outcomes/Desired Results

Desired Result (Goal): Change the public perception regarding oral health and disease so that oral health is an accepted component of general health.

Key Direction: Educate the public about the critical link between oral health and general physical health.

B.J.

TatroConsulting

Strategies

Strategies answer the question “How will we get there?” They specify what the organization can do to move in each of its key directions within the three to five year time period. They are not as specific as an annual objective might be. …

B.J.

TatroConsulting

Strategies

… (For example, for the key direction “to increase funding resources,” strategies might include identifying and writing grants to support program development and implementation, monitoring opportunities for government funding and submitting proposals, and seeking corporate support.)

B.J.

TatroConsulting

Strategies

Strategies:• Provide oral health education as part of a comprehensive, evaluated school health curriculum.

• Work with and through early childhood providers to provide information on prevention to parents.

• Work with and through pediatricians and family practice physicians to provide information on prevention to parents.

• Utilize the media to disseminate information to the general public.

Desired Result (Goal): Change the public perception regarding oral health and disease so that oral health is an accepted component of general health.

Key Direction: Educate the public about the critical link between oral health and general physical health.

B.J.

TatroConsulting

Objectives

Objective: The Oral Health Committee of the State Public Health Association will develop and work with the State Department of Education to incorporate into the existing school health curriculum a module on oral health by the end the current fiscal year.

Strategies:• Provide oral health education as part of a comprehensive, evaluated school health curriculum.

B.J.

TatroConsulting

ASTDD’s Key Directions and Strategies

B.J.

TatroConsulting

Key Indicators

Key indicators answer the question “How can we track our progress along the way?” Sometimes these are called “performance measures.” They may define inputs (for example, number of staff), outputs (for example, number of services provided), outcomes (for example, number of persons who successfully achieve their goals), quality (for example, number of persons who were satisfied with the program), or efficiency (for example, cost per service.)

B.J.

TatroConsulting

Action Plans

Action plans are developed for each annual operational objective. The plans lay out in detail exactly what steps are to be taken with respect to each action. …

B.J.

TatroConsulting

Action Plans

… For each action step, it is important to identify who is responsible. If there is more than one responsible person, a lead person should be identified. For each action step, the start and target completion dates should be identified, keeping in mind that some steps cannot start until others are completed.

B.J.

TatroConsulting

Sample Action Plan

B.J.

TatroConsulting

Action Steps

1. Establish criteria for the module (length of time, grade levels, etc.).

2. Identify and gather model school-based oral health education modules.

3. Review existing models.4. Develop a draft module.5. Identify and send draft to reviewers.6. Make required changes.7. Submit module to Curriculum Review Committee for

approval.8. Develop a plan for distribution.9. Develop a training plan.10. Determine next steps.

B.J.

TatroConsulting

Wrap-up

Three Things to Remember Clear Simple Real

B.J.

TatroConsulting

Questions

B.J.

TatroConsulting