(Hover for menu.)

Strategic planning is the process of documenting your organization’s direction and making decisions on how to distribute resources to that end. The plan usually outlines the mission, vision, and goals, all of which are at the center of sustainability efforts. The goal of sustainability is to further the work of the organization; therefore, work must be centered on the organization’s strategic plan.


Strategic Plan Components

A strategic plan guides you in making modifications by serving as a reference for your organization’s activities. For example, you can see how activities were initially envisioned and later compare them to outcomes. It is important to review your plan periodically throughout the year (quarterly is a general target for measuring progress). At a minimum, the plan should be reviewed annually so that your organization can check its progress and look ahead to the future.

SWOT Analysis

Your strategic plan components should be based on strong data, measurement, and analysis. This is part of your PCMH transformation and is linked to your likelihood of sustainability. Long-term sustainability is a continuous strengths, weaknesses, opportunities, and threats (SWOT) analysis, where you look critically at your practice.


Sustainability Goals

To meet your goals, you must keep measuring your progress along the way! The more specific and quantitative you are, the greater your chances of effectiveness. Build a solid framework based on actual, real metrics that are measured and considered in terms of your KPIs listed in your strategic plan and your overall return on investment (ROI).


As you establish your goals and priorities in your strategic plan, be sure to include these three categories:

  1. Environmental – Consider your surroundings, your building, your community, your town, etc.
  2. Social – Think about the welfare of your employees and patients, community concerns, and activities.
  3. Governance – Set goals for managing your practice, teams, committees, board, and patient advisory committees.


Action Planning

The next step is to incorporate your sustainability needs into a core business strategy and start discussing your priorities. One best practice is to engage stakeholders, both inside and outside of your organization, during your planning process. Stakeholder engagement is crucial for acceptance and implementation of your strategic and sustainability plans.

Use creative thinking and initiatives to engage the various stakeholders to support your sustainability. Keep in mind that employees are the most important piece of the puzzle. Without employee involvement, your plans will not go anywhere!

Stop 6: Strategic Planning

What is Strategic Planning?

Return to Top of Page



Review the resources. Then, return to your Notebook to answer questions, take notes, and record your thoughts.


(Click title to expand resource.)


1 result (0.07 seconds)




Sample text for search result

Searches related to