Carol Gray, MHAApril 14th, 2005

Strategic Planning Journey to Discovery

HistoryAppalachian State University 1995University of North Carolina 2002

Wake Forest University Baptist ‘03-’04Medical Center Central Piedmont Access II ‘04-’05

Strategic PlanningA Crystal Ball

“Organizations that effectively manage change continuously adapting their strategies, systems, products, and services to survive and prosper from the forces that decimate others.”

Robert H. Waterman, Jr.

Wake Forest University Baptist Medical Center

WFUBMC

Certificate Of Need (CON)Service Line ProjectsBehavioral Health Strategic Planning RetreatSports Medicine Services

Best Experience

CON- Examples of Regulated Services

Beds

MRI & PETScanners (Technology)

Facilities

Behavioral Health Behavioral Health Continuum of Continuum of

ServicesServices

June 26, 2003

Strategic Planning RetreatArdmore Conference Rooms 1 & 2

Enhancing Sports Medicine Services

Wake Forest University Baptist Medical CenterCarol D. Gray

Department of Strategic Planning

BEST EXPERIENCE

GROWTH STRATEGY PROJECT

ONCOLOGY

PHASE III:PHASE III:ImplementImplement

PHASE II:PHASE II:Develop, EvaluateDevelop, Evaluate

& Recommend& Recommend

PHASE I:PHASE I:Identify StrategiesIdentify Strategies

& Collect Data& Collect Data

Institutional “Growth Strategy” Planning ProcessInstitutional “Growth Strategy” Planning Process

Enhanced Growth StrategiesEnhanced Growth Strategies

PHASE IIIPHASE II Develop:

- Financial & Facility Implications - Timelines & Benchmarks

Evaluate Recommend

PHASE I Identify:

- Directional Strategies - Responsible Parties - Project Steering Committees

Collect Criteria Specific Data

Stages of the Process

Implement recommendations

Completed In Progress Future Action Plan

Institutional “Growth Strategy” Planning ProcessInstitutional “Growth Strategy” Planning Process

Identify “win/win”, “win/lose” and “lose/lose” services beginning in the following areas:

To be identified by the Service Lines. To be evaluated across all demographic areas: age and sex. (Pediatrics, Aging

Services, Women’s Health)

• Cardiology/CT (Heart Center) Services• Oncology Services• Neurosciences Services• Bone and Joint Services• Behavioral Health Services

Phase I: Collection of Criteria Specific Data

Institutional “Growth Strategy” Planning Process

Define Service LinesDefine Service Lines

WFUBMC

Oncology:• Breast• GU/Gyn•Thoracic• Neuro• Hematologic Malignancies• GI• Sarcomas/ Melanomas• HEENT

Bone & Joint:• Dorsopathies/ Back Disease (Ortho only) • Musculoskeletal Trauma• Upper Extremity• Lower Extremity• Unspecified

Neurosciences:• Stroke• Back/Neck•Trauma• Neuro-Oncology• Epilepsy•Movement

Cardiac Services:• Medical• Surgical

Behavioral Health:• Disruptive (0-17)• Disruptive (18+)

• Frail & Elderly

• Non-disruptive (0-17)• Non-disruptive (18+)

• Infectious Diseases• Neuro- Muscular• Migraine• Sleep

Service Lines to be evaluated were chosen in order to avoid duplication across divisions. Categories were determined by the

Service Lines.

NCBH WFUHSDRG

ICD-9 ICD-9

CPT-4

WRVU

Define Service LinesDefine Service Lines

Define Service Lines by ICD-9 Codes. When there is overlap, differentiate by discharging Physician

Financial Criteria

Capacity/UtilizationCriteria

Quality Criteria

Market Position Criteria

Mission Criteria

I.

II.

III.

IV.

V.

Quantitative

Qualitative

Define Performance CriteriaFIVE AREASFIVE AREAS

Conclusion

The Oncology Service Line continues to be a top performer for the Medical CenterOncology Steering Committee strongly committed to strategic planning process Retreat in 1999- Top goals accomplished by 2002 Retreat in 2002- Twelve new goals developed;

implementation phase underway

WFUBMC ranked 21st in US News and World Report among cancer centers

Central Piedmont Access IIPlanning ProjectsCommunication StrategyBehavioral Health Integration

Operational ProjectsQuality ImprovementPersonnel IssuesPatient FlowMonthly/Quarterly Budget Reports

Questions???