Skip to main content

Strategic Planning

An Essential Management Tool for Health Care Organizations and Its Epidemiological Basis

  • Chapter
Epidemiology and the Delivery of Health Care Services
  • 268 Accesses

Conclusions

If an organization engages in effective strategic planning—performing an accurate situational assessment, developing a clear sense of direction, and achieving consensus on appropriate overall strategies—then it should produce a plan suitable for motivating and guiding its actions for at least a few years into the future. Because many variables in the health care field are surrounded by uncertainty and defy precise prediction, strategic plans typically focus on a planning horizon of 3 to 5 years. It is appropriate for an organization to apply a mechanism for at least a cursory review,and revision as necessary, of its strategic plan on an annual or biannual basis.

Because planning is an adapting and ongoing activity, it can accurately be presented as a circular process—one that is never really finished because the end of one planning process signals the beginning of the next cycle (Day, 1984). During intervals when planning is not occurring on a formal or intensive basis, organizations must nevertheless maintain systems for monitoring compliance with plans, assessing impact, and determining whether the assump- tions underlying strategies remain valid. Given that change is constant and that change will affect the delivery of health care around the world, organizations must be prepared to change as well. Strategic planning must be used to determine what changes are required to promote organizational survival and to provide the organization (system, state, or nation) with the benefits of functioning proactively, not simply reactively.

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

Chapter
USD 29.95
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
eBook
USD 74.99
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

Preview

Unable to display preview. Download preview PDF.

Unable to display preview. Download preview PDF.

References

  • American Hospital Association, 1991 (December), A decade of change: AHA’s annual survey traces national trends, 1980–1990, Hospitals 20:32–33.

    Google Scholar 

  • American International Health Alliance, 1997a, Nurse Leaders Creating Change: A Revolution in Progress, American International Health Alliance, Washington, DC.

    Google Scholar 

  • American International Health Alliance, 1997b, Safer Streets, Longer Lives: Creating a Healthy Community, American International Health Alliance, Washington, DC.

    Google Scholar 

  • Baker, T. D., 1988, Health personnel planning, in Health Planning for Effective Management (W. A. Reinke, ed.), pp. 131–146, Oxford University Press, New York.

    Google Scholar 

  • Baker, T. D., and Reinke, W. A., 1988, Epidemiologic base for health planning, in Health Planning for Effective Management (W. A. Reinke, ed.), pp. 117–130, Oxford University Press, New York.

    Google Scholar 

  • Bandrowski, J. F., 1985, Creative Planning Throughout the Organization, AMA Membership Publications Division, American Management Association, New York.

    Google Scholar 

  • Bandrowksi, J. F., 1990, Corporate Imagination Plus: Five Steps to Translating Innovative Strategies into Action, Free Press, New York.

    Google Scholar 

  • Barry, B. W., 1986, Strategic Planning Workbook for Nonprofit Organizations, Amherst H. Wilder Foundation, St. Paul, MN.

    Google Scholar 

  • Baynham, B., 1991 (February), Strategic planning and evaluation for QA, Dimensions 21–24.

    Google Scholar 

  • Bryson, J. M., 1988, Strategic Planning for Public and Nonprofit Organizations, Jossey-Bass, San Francisco.

    Google Scholar 

  • Bureau of Health Professions, Health Resources and Services Administration, US Department of Health and Human Services, 1999, United States Health Workforce Personnel Factbook, US Department of Health and Human Services, Rockville, MD.

    Google Scholar 

  • Coddington, D. C., and Moore, K. D., 1987, Market-Driven Strategies in Health Care, Jossey-Bass Publishers, San Francisco, CA.

    Google Scholar 

  • Committee on Leading Health Indicators for Healthy People 2010, 1999, Leading Health Indicators for Healthy People 2010: Final Report (C. Chrvala, and R. Bulger, eds.), Division of Health Promotion and Disease Prevention, Institute of Medicine, Washington, DC.

    Google Scholar 

  • Council on Graduate Medical Education and National Advisory Council on Nurse Education and Practice, 1996, Report on Primary Care Workforce Projections, December 1995, Bureau of Health Professions, Health Resources and Services Administration, US Department of Health and Human Services, Rockville, MD.

    Google Scholar 

  • Day, G. S., 1984, Strategic Marketing Planning, West Publishing Company, St. Paul, MN.

    Google Scholar 

  • Day, J. C., 1996, Population Projections of the United States by Age, Sex, Race, and Hispanic Origin: 1995 to 2050, Current Population Reports, P25-1130, US Bureau of the Census, US Government Printing Office, Washington DC.

    Google Scholar 

  • Hart, L. G., Wagner, E., Pirzada, S., Nelson, A. F., and Rosenblatt, R. A., 1997, Physician staffing ratios in staff-model HMOs: A cautionary tale, Health Affairs 16:55–70.

    Article  PubMed  CAS  Google Scholar 

  • Health Forum, 1999, Hospital Statistics, 1999 Edition, American Hospital Association, Chicago.

    Google Scholar 

  • Johnson, J., Weissman, M. M., and Klerman, G. L., 1992, Service utilization and social morbidity associated with depressive symptoms in the community, JAMA 267:1478–1483.

    PubMed  CAS  Google Scholar 

  • Kinsella, K., and Velkoff, V., 1988 (Spring), Aging populations signal demographic sea change, CommonHealth 7–9.

    Google Scholar 

  • Kotler, P., and Clarke, R., 1987, Marketing for Healthcare Organizations, Prentice-Hall, Englewood Cliffs, NJ.

    Google Scholar 

  • Kramarow, E., Lentzner, H., Rooks, R., Weeks, J., and Saydah, S., 1999, Health and Aging Chartbook. Health, United. States, 1999, National Center for Health Statistics, Hyattsville, MD.

    Google Scholar 

  • Lawrence, L., and Hall, M., 1999,1997 Summary: National Hospital Discharge Survey. Advance Data from Vital and Health Statistics, No. 308, National Center for Health Statistics, Hyattsville, MD.

    Google Scholar 

  • MacStravic, R. S., 1984 Forecasting Use of Health Services, Aspen Systems Corporation, Rockville, MD.

    Google Scholar 

  • Mayor’s Office, Banska Bystrica, 1997, The Profile of Health, Banska Bystrica, Mayor’s Office, Banksa Bystrica, Slovakia.

    Google Scholar 

  • McDevitt, T., 1999, World Population Profile: 1998, US Department of Commerce, Bureau of the Census, Washington, DC.

    Google Scholar 

  • Moore, D. A., and Carpenter, T. E., 1999, Spatial analytic methods and geographic information systems: Use in health research and epidemiology, Am. J. Epidemiol. 21:143–160.

    CAS  Google Scholar 

  • Murray, C. J. L., and Lopez, A. D. (eds.), 1996, A Comprehensive Assessment of Mortality and Disability from Diseases, Injuries, and Risk Factors in 1990 and Projected to 2020, Global Burden of Disease and Injury Series, Vol. I, Harvard School of Public Health (on behalf of the World Health Organization and the World Bank), Cambridge, MA.

    Google Scholar 

  • National Center for Health Statistics, 1998, International Health Data Reference Guide, 1997, US Department of Health and Human Services, Hyattsville, MD.

    Google Scholar 

  • National Center for Health Statistics, 1999, Health, United States, 1999 with Health and Aging Chartbook. US Department of Health and Human Services, Hyattsville, MD.

    Google Scholar 

  • Nutt, P. C., 1984, Planning Methods for Health and Related Organizations, John Wiley & Sons, New York.

    Google Scholar 

  • Pfeffer, J., and Salancik, G. R., 1978, The External Control of Organizations, A Resource Dependence Perspective, Harper & Row, New York.

    Google Scholar 

  • Porter, M., 1980, Competitive Strategy, Free Press, New York.

    Google Scholar 

  • Porter, M., 1985, Competitive Advantage: Creating and Sustaining Superior Performance, Free Press, New York.

    Google Scholar 

  • Public Health Foundation, 1999, Healthy People 2010 ToolKit: A Field Guide to Health Planning, Public Health Foundation, Washington, DC.

    Google Scholar 

  • Public Health Futures Illinois, 1999, Illinois Plan for Public Health Systems Change, Illinois Department of Public Health, Springfield.

    Google Scholar 

  • Shortell, S. M., and Kaluzny, A. D., 1983, Organization theory and health care management, in Health Care Management: A Text in Organization Theory and Behavior (S. M. Shortell and A. D. Kaluzny, eds.), pp. 5–37, John Wiley & Sons, New York.

    Google Scholar 

  • Shortell, S. M., and Kaluzny, A. D., 1994, Organization theory and health services management, in Health Care Management: Organization Design and Behavior, 3rd ed. (S. M. Shortell and A. D. Kaluzny, eds.), pp. 3–29, Delmar Publishers, Albany, NY.

    Google Scholar 

  • Spiegel, A. D., and Hyman, H. H., 1991, Strategic Health Planning, Ablex Publishing Corporation, Norwood, NJ.

    Google Scholar 

  • Starkweather, D., and Cook, K. S., 1983, Organization-environment relations, in Health Care Management: A Text in Organization Theory and Behavior (S. M. Shortell and A. D. Kaluzny, eds.), pp. 333–377, John Wiley & Sons, New York.

    Google Scholar 

  • Taylor, F., 1947, Scientific Management, Harper & Row, New York.

    Google Scholar 

  • UNAIDS (Joint United Nations Programme on HIV/AIDS) and the World Health Organization, 1998a, AIDS Epidemic Update: December 1998, UNAIDS, Geneva, Switzerland.

    Google Scholar 

  • UNAIDS (Joint United Nations Programme on HIV/AIDS) and the World Health Organization, 1998b, Strategic Planning: Guide to a Strategic Planning Process for a National Response to HIV/AIDS, UNAIDS, Geneva, Switzerland.

    Google Scholar 

  • United Nations Population Division, 1999, World Population Prospects: The 1998 Revision, United Nations, New York.

    Google Scholar 

  • US Bureau of the Census, Population Estimates Program, Population (Internet release date: December 1997). MA-96-5 Estimates of the Population of Metropolitan Areas: Annual Time Series, July 1, 1991–July 1, 1996, US Bureau of the Census, Washington, DC.

    Google Scholar 

  • US Bureau of the Census, 1998, State and Metropolitan Area Data Book 1997–98, US Government Printing Office, Washington, DC.

    Google Scholar 

  • US Bureau of the Census, 1999, World Population Profile: 1998, Report WP/98, US Government Printing Office, Washington, DC.

    Google Scholar 

  • Weber, M., 1964, The Theory of Social and Economic Organization, Free Press, Glencoe, IL.

    Google Scholar 

  • World Bank, 1993, World Development Report 1993—Investing in Health, Oxford University Press (For the World Bank), Cambridge, MA.

    Google Scholar 

  • World Health Organization, 1999, The World Health Report 1999: Making a Difference, World Health Organization, Geneva, Switzerland.

    Google Scholar 

Download references

Author information

Authors and Affiliations

Authors

Editor information

Editors and Affiliations

Rights and permissions

Reprints and permissions

Copyright information

© 2002 Kluwer Academic Publishers

About this chapter

Cite this chapter

Jaeger, F.J. (2002). Strategic Planning. In: Oleske, D.M. (eds) Epidemiology and the Delivery of Health Care Services. Springer, Boston, MA. https://doi.org/10.1007/0-306-47557-X_5

Download citation

  • DOI: https://doi.org/10.1007/0-306-47557-X_5

  • Publisher Name: Springer, Boston, MA

  • Print ISBN: 978-0-306-46525-3

  • Online ISBN: 978-0-306-47557-3

  • eBook Packages: Springer Book Archive

Publish with us

Policies and ethics