Sector: |
Health |
Issue: |
Planning |
Background: |
A new health system CEO brought energy and an expansive vision of the health system as a key contributor to a vibrant community of health and well-being. She and her leadership team were instilling performance improvement management principles system wide, including the Foundation. The Foundation had undergone some reorganization and process improvements in preparation for a more robust future. Recent efforts to reexamine the role of board leadership found this body in some flux, with some newer and younger members seeking a strategic role. Additionally, identification of meaningful and sustainable fundraising initiatives had been difficult in recent years, leaving some Foundation leaders to believe that the Foundation was drifting. After two years of operational and tactical improvements, Foundation leaders sought to frame a more dynamic future and to create a plan that could propel the Foundation to an entirely new level of impact and effectiveness. |
Challenge: |
The Foundation was the first adopter of the new system vision. The system CEO encouraged the Foundation to proceed with its own planning, recognizing the delicate dance of potentially "getting out ahead" of the whole system. Historically within the health system the Foundation's role had been viewed as an ATM for system capital needs, resulting in little authentic engagement in community well-being. Against the backdrop of sweeping health care reform initiatives, both the system and the Foundation realized a need to engage the community in unprecedented ways to achieve lasting impact and to achieve the vision: "optimal health and well-being for our patients, our community, and ourselves." |
Solution |
Design and guide a multi-dimensional, intentionally focused planning process that aligned missional, cultural, individual, and directional elements of the Foundation plan. We engaged system execs and board members, broad representation from the whole community, and Foundation board and staff leaders to:
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Result: |
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