Strategic Planning

I led and supported strategic planning projects in the healthcare industry for different service lines, such as family birth, oncology, weight management, and neurology. Here is a high level description of the planning stages.

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 key 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 part 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

Once strategic goals and action plans were established, I supported the implementation phase by coordinating cross-functional efforts and aligning resources. I collaborated with operational leaders to assign initiative owners, define clear timelines, and establish success metrics. Throughout implementation, I provided regular updates to leadership and facilitated feedback loops to monitor performance, address barriers, and refine initiatives as needed—ensuring each action remained aligned with the broader strategic vision.

Implementation timeline for the prioritized initiatives