Strategic Planning Flashcards
What is a strategic plan?
The process of ensuring that an organization’s current purpose, aspirations, goals, activities, and strategies connect to plans and support its mission.
Mission:
Defines purpose and guides organizational priorities and initiatives
Vision:
Describes what the organization aspires to produce or to be
Stakeholders:
Seek input from External and Internal persons who are connected
SWOT:
Type of analysis that guides plan
Strengths, Weaknesses, Opportunities, Threats
Strengths, Weaknesses, Opportunities, Threats
Goals:
Setting for the Future
Outcome Measures:
Evaluation of the Plan
AOTA 2025 Vision
Occupational therapy maximizes health, well-being, and quality of life for all people, populations, and communities through effective solutions that facilitate participation in everyday living.
what are the pillars of AOTA 2025 Vision?
Effective, leaders, collaborative, accessibile, DEI
internal stakeholders at Sage OT
Internal: Students, Guest patients, the provost, finance department
External stakeholders at Sage OT
External: Fieldwork supervisors, potential employers, potential applicants of OT program (and their parents)
Identify the strengths and weaknesses of a particular site. Consider the list of products identified. Are they strengths or weaknesses?
Who do you consider?
Staff, costumer service, program, location
Organizational Assessment(External Data: Opportunities and Threats)
Consider your patient population: What opportunities exist that are not being met?
What health care trends exist in your community that provide an opportunity?
Identify existing services/products offered by competitors
SWAT is a way to
Strength weaknesses opportunities, threats
make sure you are competitive with everyone around you.
How often does strategic planning happen?
at least 1x/year.
Given that three-quarters of patients use the internet prior to making an appointment, what online marketing strategy will assist the manager in gaining a competitive edge?
Question 10Select one:
a.
Competitive market analysis
b.
Evangelism
c.
Identification of ideal clients
d.
Search engine optimization
e.
Key performance indicators (KPI)
d.
Search engine optimization
What is the type of team that analyzes problems so that solutions can be identified and implemented in a timely manner?
Question 9Select one:
a.
Continuous Quality Improvement Team
b.
Market Analysis Team
c.
Organizing and Directing Team
d.
Program Planning Team
A. CQI team
During a SWOT Analysis, what is it called when we examine current conditions or our organization such as what the existing staff offer in the way of skills, or how our current space and equipment quality is?
Question 8Select one:
a.
Wellness Assessment
b.
Strengths
c.
Opportunities
d.
Threats
b.
Strengths
You are creating a program for an adaptive driving program at the Rehab hospital where you work.
Which step in the 4-step process of Program Development includes describing who your potential patients will be (the target population) and determining what restrictions you have on allowing a patient to get in an actual car (both within the organization and external to the organization (DMV rules)?
Question 7Select one:
a.
Organizational assessment
b.
Environmental assessment
c.
Program planning
d.
Needs assessment
d.
Needs assessment
Which of the following is an example of a sales promotion?
Question 6Select one:
a.
Offering free screening of hand function to office workers
b.
Speaking about adaptive equipment at a networking event for people with arthritis
c.
Bringing flyers about your clinic to a potential referring physician
d.
Having a visual about your clinic shown right before a movie starts at local theater
a.
Offering free screening of hand function to office workers
You want to add a Driver Assessment program to your rehab center. As you begin the Strategic Planning Process, what component of a SWOT Analysis are you examining if you begin to research what clinics within a 60 mile radius also have Driver Assessment Programs?
Question 5Select one:
a.
Weakness
b.
Opportunities
c.
Threats
d.
Strengths
c.
Threats
Which of the 7 “P’s” of Marketing Mix includes the organizations website, which affects the client’s impression of the clinic?
Question 4Select one:
a.
Product
b.
Place
c.
Physical Evidence
d.
Process
c.
Physical Evidence
Strategic planning is best described as which of the following:
a.
The ideal state or ultimate level of achievement that an organization aspires
b.
Ensuring purpose, goals, and activities of an organization connect to its mission
c.
Process of making decisions from the upper level of an organization without input from staff
d.
Precise daily operational plan of a site including budget management and policies and procedures
b.
Ensuring purpose, goals, and activities of an organization connect to its mission
When Russell Sage College states they want their college to have a big impact on a small scale; focusing on keeping classes small, professional success, and having a personal touch, rather than technology focused, they are describing the way the college aspires to be.
What is this ideal of what the college perceives at its benchmark of success called?
Question 2Select one:
a.
SWOT Goal
b.
Mission
c.
Core Purpose
d.
Vision
d.
Vision
You are about to open an outpatient clinic associated with the large medical center you work for.
What is it called when administration asks you to examine the factors related to the organization’s internal and the local communities external environment as you begin the planning process?
Question 1Select one:
a.
Stakeholder Input
b.
Vision clarification
c.
Mission development
d.
SWOT analysis
d.
SWOT analysis
the process of ensuring that an organization’s current purpose, aspirations, goals activities and strategies connect to plans and support its mission
strategic plan
vision
mission
mission - defines purpose and guides organzizational priorities and intiationst
vision - aspirations
Match pillars terms to AOTA 2025 vision
evidence based client centered
influential in change in policy
a client centerd
culturally responsive
DEI
what does SWOT stand for
in relation to sage OT program, match the type of stake holders
student
FWS
potential employers
applicatns of future students
financie department
provost
Internal
external
external
external
internal
internal
Marketing
Process of identifying and communicating with consumers through set of strategies and techniques intended to attract, persuade, and maintain consumers as purchasers of services and products
Ethical and legal implications to marketing OT and medicine
what is the state law that limits the referrals by physicians to medical facility with a vested intere
Stark Law (amended 1994)
1996 HIPAA : Health Insurance Portability and Accountability Act
Maintaining privacy: How does this limit marketing to a subgroup
You can’t market to a specific dx group.
How can you market to a group strategically to a dx
if there is a support group that is already established, you can go or reach and market to them. you cant go through a whole database and pull out the people with a certain disease.
What are the 7 P’s of marketing
Product/Services
Price
Place
Promotion
People
Process
Physical evidence or environment
What to consider for product or service of marketing
First identify: What products or services do you (Custom Sensory) offer?
What does your service offer that others/competitors may not (market position)
Things to consider for price of marketing
Amount of money charged for the service
Not something we have great control over
Governed by type of insurance
Unless a cash price item
Ex. cooking class for one-handed individuals or a Yoga class for patients with arthritis
What to consider of the place
Physical or virtual location
What is great about your service site?
Locations and accessibility are very important in a customers decision making.
How is it best to communicate information about your OT product’s benefits and locations?
Methods of maximum visibility
Cost limitations associated with promotion at your facility
Policy and Procedures surrounding promotion
Types of Promotion
Advertising - paid media
Sales promotion - incentives
public relations - activities to create a positive view to the public
Personal selling - word of mouth, most effective, least expensive
Marketing considerations of People
Clients make judgements based on the people representing the organization
Managers need to recruit the right staff and hire those whose attitudes and behaviors align with the mission, vision, and culture of the company
Marketing steps - Process
How the service is delivered
Needs to be a well-organized process with systems in place and clear communication
What are some strategies a manager may implement to foster client loyalty and confidence in the equipment?
Physical evidence or environment
Physical elements that convey an organization’s brand and affects how the client experiences its services
Viewing their website/media materials
Impression when walking in the door and the atmosphere during therapy
Marketing positioning
Marketing how your service/therapy is better than similar services or products in the area.
Pay attention to differences between your service and competitors.
Highlight your unique attributes that set you apart from other products or services.
Target Market
Set of all actual and potential users
of the product or service
Define who your consumers are:
Consider Internal, External, Clients, Colleagues
