November 2010

CHI Using New Strategic Planning Process


As part of an ongoing effort to improve alignment between its strategic plan and the work of national groups and market-based organizations, CHI has changed its annual planning process. The new process has engaged more leaders across the system in initial project planning and prioritization.

"As the health care landscape evolves, CHI is making changes to the planning process," said Tim Moran, vice president of strategic planning and alignment. "In planning priorities for fiscal year 2012, senior leaders are focused on having all of the right people involved in the process to ensure we really know what it will take to be successful and increase our ability to achieve CHI's goals."

CHI's strategic and financial planning leaders have collaborated with CHI's Center for Formation and Organizational Effectiveness to change and refine the annual planning process. The new process began in July with more than 100 projects proposed for the 2012 fiscal year. CHI leaders collaborated to identify proposed projects that are critical to CHI's strategic plan or to operations improvement. This review yielded about 30 projects for further consideration. These projects were assigned "owners" who were responsible for developing business cases for their projects, including expected scope, investment and return. The final business cases were submitted by the end of October.

CHI's President's Council, operations leaders and national group leaders will attend a Planning Summit Nov. 30-Dec. 2 in Denver to review, evaluate and prioritize the business cases for consideration by the President's Council, which will determine which projects move on to the budget approval process.

"People throughout CHI have had more information on how to engage in the planning process than in the past, making the process more transparent," said Colleen Elliott, vice president of organizational effectiveness for CHI. "The new process also increases our focus on One CHI, with one strategic plan. Strategy, finance and organizational effectiveness leaders are also gathering feedback at every step. We'll use that to adjust the process for next year, to make it more efficient."