Strategic Planning Flashcards by Carrie Will

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.

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Mission:

Defines purpose and guides organizational priorities and initiatives

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Vision:

Describes what the organization aspires to produce or to be

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Stakeholders:

Seek input from External and Internal persons who are connected

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SWOT:
Type of analysis that guides plan
Strengths, Weaknesses, Opportunities, Threats

Strengths, Weaknesses, Opportunities, Threats

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Goals:

Setting for the Future

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Outcome Measures:

Evaluation of the Plan

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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.

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what are the pillars of AOTA 2025 Vision?

Effective, leaders, collaborative, accessibile, DEI

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internal stakeholders at Sage OT

Internal: Students, Guest patients, the provost, finance department

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External stakeholders at Sage OT

External: Fieldwork supervisors, potential employers, potential applicants of OT program (and their parents)

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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

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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

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SWAT is a way to
Strength weaknesses opportunities, threats

make sure you are competitive with everyone around you.

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How often does strategic planning happen?

at least 1x/year.

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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

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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

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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

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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