Planning, Management and Leadership for Health IT

Overview of the Strategic Planning Process

Lecture a – Creating an IT Strategic Plan

This material Comp18_Unit5 was developed by The University of Alabama at Birmingham, funded by the Department of Health and Human Services, Office of the National Coordinator for Health Information Technology under Award Number

IU24OC000023.

Overview of the Strategic Planning Process

Learning Objectives • To describe an IT plan• To describe a typical IT planning scenario

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

What is an IT Plan?

• Strategic Information Systems Plan (SISP) – Business/clinically driven – Based on known IT initiatives – Prioritized along dimensions of risk and value

Source: Smaltz & Carpenter, 2008.

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Why is IT Alignment Difficult?

• Expectations Differ – Business and IT needs often estimated

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Why is IT Alignment Difficult?

• Expectations Differ – Business and IT needs often estimated

• IT Track Record– Project overruns

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Why is IT Alignment Difficult?

• Expectations Differ – Business and IT needs often estimated

• IT Track Record– Project overruns

• Power – Formal, recognized power – Informal, charismatic leader

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Aligning the IT Plan with Organizational Goals

• Understanding IT lifecycle as a key supporter of organizational goals – Must be undertaken by multiple stakeholder groups

• Clinical • Business • IT

– Must be communicated, understood and supported by multiple stakeholder groups

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Aligning the IT Plan with Organizational Goals

Reprinted with permission. Hickman GT and Smaltz DH. The Healthcare Information Technology Planning Fieldbook: Tactics, Tools and Templates for Building Your IT Plan. Chicago: HIMSS; 2008.

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Aligning the IT Plan with Organizational Goals

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Aligning the IT Plan with Organizational Goals

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Aligning the IT Plan with Organizational Goals – Current State

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Aligning the IT Plan with Organizational Goals – Future State

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Aligning the IT Plan with Organizational Goals – Candidate IT Initiatives

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Company Enterprise IT Portfolio

KeyKey

Source: Smaltz & Carpenter, 2008, Reprinted with permission.

Health IT Workforce Curriculum Version 3.0/Spring 2012

Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a14

Value Risk Quadrant Chart

Aligning the IT Plan with Organizational Goals

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Aligning the IT Plan with Organizational Goals

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

IT Planning

• M.J. Earl – Not a separate process – Has no beginning or end

Source: Earl, 1993.

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

IT Planning

• M.J. Earl – Not a separate process – Has no beginning or end– Involves shared decision making and

shared learning between IT and the organization

– Emphasizes themesSource: Earl, 1993.

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Bringing it Home

• Implementation decisions are arrived at because of IT planning, not the other way around

• Seek to understand the components of an organization’s IT plan

• An organization’s strategic plan doesn’t always align with the IT strategic plan

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Bringing it Home

• Implementation decisions are arrived at because of IT planning, not the other way around

• Seek to understand the components of an organization’s IT plan

• An organization’s strategic plan doesn’t always align with the IT strategic plan

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Bringing it Home

• Implementation decisions are arrived at because of IT planning, not the other way around

• Seek to understand the components of an organization’s IT plan

• An organization’s strategic plan doesn’t always align with the IT strategic plan

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a

Overview of the Strategic Planning Process

Summary – Lecture a

• Organizational strategy• Supporting IT infrastructure

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

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Overview of the StrategicPlanning Process

References – Lecture aReferences• Earl MJ. Experiences in strategic information systems planning. MIS Quarterly. 1993;17(1):1-24.• Hickman GT, Smaltz DH. The healthcare information technology planning field book: tactics, tools and templates for building

your IT plan. Chicago: HIMSS; 2008:5.• Smaltz DH, Carpenter R. Governing proverbial black holes:  IT governance case studies from two healthcare service

delivery organizations.  Paper presented at:  National Symposium for Healthcare Executives; 2008 July 24; Sandestin, FL, USA.

Images

Slides 8, 9, 10, 11, 12, 13, 15, 16: Hickman GT and Smaltz DH. The Healthcare Information Technology Planning Fieldbook: Tactics, Tools and Templates for Building Your IT Plan. Chicago: HIMSS; 2008: Reprinted with permission.

Slide 14: Available from: HIMSS Fieldbook/HIMSS Publication. Used with permission. Smaltz DH, Carpenter R. Governing proverbial black holes.

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Planning, Management and Leadership for Health IT Overview of the Strategic Planning

Process Lecture a