Strategic Planning

I led and supported strategic planning projects in the healthcare industry for various specialties, such as family birth, oncology, and sleep medicine. Here is a brief description of the planning stages and project outcomes.

Planning Process

Identify Challenges

Conduct gap and SWOT analysis using internal and external data sources to understand strength, weakness, opportunities, and threats - particularly in comparison to competitors and industry benchmarks.

Set Strategic Goals

Translate insights from the analysis into clear, measurable strategic goals that align with the organization’s mission and vision. Prioritize goals leveraging a 2x2 matrix based on impact, feasibility, and urgency. Ensure goals are aligned across leadership and teams.

Implement Initiatives

Develop actionable initiatives to achieve each goal. Define owners, timelines, and resources needed for execution. Use a project management framework to track progress. Regularly monitor outcomes and adjust plans based on performance data and feedback.

Identify Challenges

I led the strategic planning project for the Family Birth service line by conducting a comprehensive gap analysis. This included gathering data from internal and external sources, as well as conducting primary research and market intelligence assessments. I synthesized findings into a SWOT analysis. One root cause identified was that several hospitals had closed to new admissions, which directly affected patient access and negatively impacted satisfaction—underscoring the urgency to address capacity and continuity of care.

Gap Analysis

Internal Data Sources

Financial reports
Safety and quality metrics
Workforce reports
Patient access data
Patient satisfaction & experience

External Data Sources

Federal/State health department data
Regulatory and policy shifts
Third-party proprietary data

Primary Research

Stakeholder interviews
Focus groups
Surveys (patients, providers, staff)
Contextual inquiry (clinic, hospital)

Market Intelligence

Payer mix analysis
Market share analysis
Demographic data
Growth forecast
Competitor service mapping

SWOT Analysis

Strength

Weakness

Opportunity

Threat

Identify Challenges

Challenges

Set Strategic Goals

After identifying key challenges and opportunities through the gap analysis, I partnered with service line leaders and cross-functional stakeholders to define strategic goals and propose targeted initiatives. We translated insights from the SWOT analysis into actionable objectives—such as improving patient access—and ensured each goal directly addressed identified challenges. I facilitated collaborative goal-setting discussions to align initiatives with operational needs and service line priorities. Each initiative was then evaluated based on its impact, urgency, and feasibility, resulting in a short list of high-priority action plans.

Results of prioritized organization goals and initiatives

A list of organization goals and initiatives

Implement Initiatives

During implementation, I worked with clinical and operational leaders to operationalize strategy through clear ownership, governance alignment, and standard work for managing capacity constraints across Family Birth Centers. By establishing success metrics and maintaining tight feedback loops with leadership, this work translated into measurable system-level improvements—for example, reducing patient redirection due to full capacity by nearly 50% relative to the enterprise target.

Implementation timeline for the prioritized initiatives

Cross-Project Strategic Results

Here are additional outcomes that emerged from strategic assessments and initiatives across clinical domains.

Weight Management

Translated patient decision-making insights into an enterprise growth strategy for weight management services.

Sleep Medicine

Synthesized market, operational, and payer insights into six strategic areas to inform sleep medicine program's future direction

Oncology

Advanced virtual care adoption in gynecologic oncology by aligning initiatives to access and care delivery goals.