Creating a Strategic Planning Process that Drives Future Success


A collaboration between the Society for Healthcare Strategy & Market Development and Kaufman, Hall & Associates, LLC

Is your planning process nimble enough? Are you receiving valuable input? Are you monitoring progress well and frequently enough? Is the plan yielding the outcomes you seek? 

A recent survey of health care strategic planning leaders by SHSMD and Kaufman, Hall & Associates, LLC, highlights a number of opportunities for improving strategic planning in health care organizations. Forty-seven health care strategic planning leaders, including chief strategy officers, vice presidents of planning, and directors of strategic planning, responded to a survey and shared how well they thought their approaches incorporated best-in-class practices. Four areas stand out as the most critical opportunities for improvement:

  • Incorporating consumer insights
  • Informing planning via data analytics
  • Integrating planning and capital allocation
  • Engaging key stakeholders in planning

This survey report includes key survey findings and key thoughts from leading health care planners, including:

  • Ruth Colby, chief strategy officer, Silver Cross Hospital
  • Meta Dooley, senior vice president, strategy development, Catholic Health Initiatives
  • Mark Grube, managing director, Kaufman Hall
  • Carol Y. Koenecke-Grant, vice president, strategic services, Valley Health System
  • Ruth Portacci, principal, Healthcare Strategy Partners, Inc., and SHSMD board president
  • Maria L. Royce, chief strategy officer, WellSpan Health

PLUS! SHSMD members, replay the SHSMD U webcast on this topic.

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