FM008: Strategic Planning Process

Competency Discussion

Discussion Topic

For your Competency Discussion, consider a healthcare organization with which you are familiar and reflect on its strategic planning process. Then think about how the organization met or did not meet the goals and objectives for patients, physicians, staff, and other stakeholders. Finally, reflect on how you might improve the strategic planning process to be more effective.

To begin this Competency and meet your required engagement, post in the Discussion area a brief description of the strategic planning process utilized at a healthcare organization with which you are familiar. Then, explain how the organization met or did not meet the goals and objectives for patients, physicians, staff, and other stakeholders. Finally, explain how you might improve the strategic planning process to be more effective.

FM008: Strategic Planning Process: Explain the strategic planning process and the roles of internal stakeholders.
Assessment Rubric
Rubric Criteria
Needs Improvement
Meets Expectations
Exceeds Expectations
Job aid does not describe,
unclearly or incompletely
describes the selected
healthcare organization’s
background and/or critical
goals.
Job aid clearly and
completely describes the
selected healthcare
organization’s background
and critical goals.
Job aid demonstrates the
same level of achievement
as “Meets,” plus the
following:
Job aid does not include
references to
academic/professional
resources, or the resources
are not relevant.
Job aid does not explain,
unclearly or inaccurately
explains the SWOT analysis
process.
Job aid includes references
to relevant
academic/professional
resources.
Job Aid of the Strategic Plan for a Healthcare Organization
Learning Objective 1.1:
Describe a healthcare
organization’s
background and critical
goals.
Learning Objective 1.2:
Explain the process of a
SWOT analysis.
Learning Objective 1.3:
© 2021 Walden University
Job aid does not include
references to
academic/professional
resources, or the resources
are not relevant.
Job aid does not explain or
unclearly or inaccurately
explains how the SWOT
analysis informs the strategic
Job aid clearly and
accurately explains the
SWOT analysis process.
Job aid includes references
to relevant
academic/professional
resources.
Job aid clearly and
accurately explains how the
SWOT analysis informs the
Job aid explains how the
critical goals for the
selected organization align
with its mission, vision, and
objectives.
Job aid demonstrates the
same level of achievement
as “Meets,” plus the
following:
Job aid illustrates each
step of the SWOT analysis
process with examples.
Job aid demonstrates the
same level of achievement
as “Meets,” plus the
following:
1
Rubric Criteria
Needs Improvement
Explain how the results of plan of the selected
a SWOT analysis inform
organization.
a strategic plan.
Job aid does not include
references to
academic/professional
resources, or the resources
are not relevant.
Learning Objective 1.4: Job aid does not describe or
unclearly and inaccurately
Describe the strategy
describes the strategy
formulation process
formulation process.
including the roles and
responsibilities involved.
Job aid does not describe or
unclearly or inaccurately
describes the roles and
responsibilities involved in the
strategy formulation process.
Learning Objective 1.5:
Analyze a selected
strategy formulation
process.
© 2021 Walden University
Job aid does not include
references to
academic/professional
resources, or the resources
are not relevant.
Job aid does not explain or
unclearly or incompletely
explains the effectiveness of
the strategy formulation
process or why the strategic
Meets Expectations
strategic plan of the selected
organization.
Job aid includes references
to relevant
academic/professional
resources.
Exceeds Expectations
Job aid explains how the
SWOT analysis results and
the strategic plan will help
the selected healthcare
organization achieve its
goals.
Job aid clearly and
accurately describes the
strategy formulation process
including the roles and
responsibilities involved.
Job aid demonstrates the
same level of achievement
as “Meets,” plus the
following:
Job aid includes references
to relevant
academic/professional
resources.
Job aid explains how the
roles and responsibilities of
those involved in the
strategic formulation
process contribute to the
successful development of
the strategic plan.
Job aid clearly and
completely explains the
effectiveness of the strategic
formulation process or why
the strategic formulation
process was selected.
Job aid demonstrates the
same level of achievement
as “Meets,” plus the
following:
2
Rubric Criteria
Needs Improvement
formulation process was
selected.
Or the rationale for the
selected strategic formulation
process is illogical.
Learning Objective 1.6:
Explain the steps for the
implementation process
including roles and
responsibilities involved.
Job aid does not include
references to
academic/professional
resources, or the resources
are not relevant.
Job aid does not describe,
describes fewer than seven, or
unclearly or inaccurately
describes seven steps for the
implementation process.
Job aid does not describe or
unclearly or inaccurately
describes the roles and
responsibilities involved in the
implementation process.
Meets Expectations
Exceeds Expectations
Job aid clearly and
The rationale for the selected thoroughly explains why
strategic formulation process the strategic formulation
is logical.
process chosen was
selected above others
Job aid includes references
considered.
to relevant
academic/professional
resources.
Job aid clearly and
accurately describes at least
seven steps for the
implementation process
including the roles and
responsibilities involved.
Job aid includes references
to relevant
academic/professional
resources.
Job aid demonstrates the
same level of achievement
as “Meets,” plus the
following:
Job aid provides a clear
and logical rationale for the
steps selected.
Job aid does not include
references to
academic/professional
resources, or the resources
are not relevant.
© 2021 Walden University
3
Rubric Criteria
Learning Objective 1.7:
Analyze a strategic plan.
Learning Objective 1.8:
Analyze the importance
of a strategic plan to
achieving success in a
healthcare organization.
Needs Improvement
Job aid’s analysis of the
strategic plan developed for
the selected organization does
not explain, or unclearly or
inaccurately explains how the
strategic plan will help the
organization reach the critical
goals identified in the Job aid.
Job aid’s analysis does not
explain or unclearly or
inaccurately explains how the
strategic plan aligns with the
organization’s mission, vision,
and objectives.
Job aid does not explain,
explains fewer than two or
unclearly or inaccurately
explains two examples that
demonstrate the importance of
a strategic plan to achieving
success in a healthcare
organization.
Job aid does not include
references to
academic/professional
resources, or the resources
are not relevant.
© 2021 Walden University
Meets Expectations
Job aid’s analysis of the
strategic plan developed for
the selected organization
clearly and accurately
explains how the strategic
plan will help the
organization reach the critical
goals identified in the Job
aid.
Exceeds Expectations
Job aid demonstrates the
same level of achievement
as “Meets,” plus the
following:
Job aid’s analysis explains
how the strategic plan will
impact the stakeholders of
the organization (i.e.,
healthcare and other
Job aid’s analysis clearly and organizational staff,
accurately explains how the
patients/consumers, and
strategic plan aligns with the the community).
organization’s mission,
vision, and objectives.
Job aid clearly and
Job aid demonstrates the
accurately explains at least
same level of achievement
two examples that
as “Meets”, plus the
demonstrate the importance following:
of a strategic plan to
achieving success in a
Job aid explains more than
healthcare organization.
two examples that
demonstrate the
Job aid includes references
importance of a strategic
to relevant
plan to achieving success
academic/professional
in a healthcare
resources.
organization.
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