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Transcript of Strategic Planning
Application of the SWOT Analysis
1. Understand the key parts of strategic planning.
2. Identify possible applications of strategic planning processes in your own environment.
3. Use the strengths, weaknesses, opportunities, threats (SWOT) analysis and scenario development processes appropriately.
4. Describe possible leadership roles for the occupational therapy practitioner in strategic planning.
5. Implement the process for strategic planning in various settings.
6. Apply the strategic planning process to occupational therapy.
Dynamic, regularly evaluated, and influenced by specific characteristics of an organization
Strategic Plan = template
Broad and active participation = critical
Occupational therapists must understand and advocate for their position and services within the strategic plan
Aspirations or what you want to achieve
Stephanie Nicole Biggs, Kansas Clarke, Catherine Hadley, Stacey Dudley Parker, & Sarah Stutts
Book/ Text References
Audio & Video References
American Occupational Therapy Association. (2008). Occupational therapy practice framework: Domain & process (2nd ed.).
The American Journal of Occupational Therapy, 62
(6), 625-683. doi:10.5014/ajot.62.6.625
Strickland, R. (2011). Strategic planning. In K. Jacobs & G. L. McCormack (Eds.),
The occupational therapy manager
(5th ed., pp.103-112). Bethesda, MD: AOTA Press.
All About STRATEGY
How to go about achieving a goal
You have to believe that it will work!
[Untitled illustration of S.W.A.T. team]. Retrieved February 21, 2015 from http://thelibertarianrepublic.com/family-marine-veteran-slain-swat-team-receive-3-4m-video/
[Untitled image of evaluation easel]. Retrieved February 17, 2015 from http://ficus.pntic.mec.es/agam0103/graphical_user_interface
[Untitled image of fivebelow]. Retrieved February 17, 2015 from http:// piccadillyinc.com/where-to-buy.
[Untitled image of key words concerning strategic planning]. Retrieved February 16, 2015 from http://www.abilitysuccessgrowth.com/wp-content/uploads/2013/11/iStock_StrategicPlanningMacXever.jpg
[Untitled image of microphone]. Retrieved February 18, 2015 from http:// images.clipartpanda.com/voice-clipart-Take-Action-Clipart.png
[Untitled image of OTPlan and a boy climbing on a ladder]. Retrieved February 16, 2015 from http://cdn.otplan.com/OTPlan-Logo-230.png
[Untitled image of path and man]. Retrieved February 16, 2015 from httpbusiness.nmsu.edu/~dboje/448/seam_images/direction%20of%20path%
[Untitled image of pegs]. Retrieved February 16, 2015 from http:// cdn2.hubspot.net/hub/171694/file-23732975-jpeg/images/why-online-advocacy-doesnt-work.jpeg
[Untitled image of plan tacked to board]. Retrieved February 18, 2015 from http://www.illinoisinjurylawyer.com/blog/wp-content/uploads/2014/11/xxpPlanOnCorkBoard_Dollarphotoclub_52021442.jpg
[Untitled image of success pathway]. Retrieved February 16, 2015 from uic.blackboard.com/bbcswebdav/institution/classes/dhd547/Katie/Week7b--LB-Models/7B-1a.jpg
[Untitled image of SWOT chalkboard]. Retrieved February 21, 2015 from http://www.businessnewsdaily.com/images/i/000/003/796/original/swot-analysis.jpg?1381412030
[Untitled image of three figures putting dart on bullseye]. Retrieved February 18, 2015 from http://hcmgh.com/public/img/objectives.png
Baltimore Print Studios. (2011). Strategic plan poster [Online image]. Retrieved February 21, 2015 from http://www.swiss-miss.com/2011/10/we-have-a-strategic-plan-2.html
Revensis. (n.d.). SWOT colorful words hang on rope [Online image]. Retrieved February 21, 2015 from http://www.dreamstime.com/royalty-free-stock-photos-swot-colorful-words-hang-rope-image17331818
Xhienne. (2007). A SWOT analysis with its four elements in a 2x2 matrix [Online image]. Retrieved February 21, 2015 from http://en.wikipedia.org/wiki/SWOT_analysis#mediaviewer/File:SWOT_en.svg
Purpose & Focus
AOTA's Centennial Vision Statement:
"We envision that OT is a powerful, widely recognized, science-driven, and evidence-based profession with a globally connected and diverse workforce meeting society's occupational needs" (AOTA, 2008, p. 613)
Representation & involvement from all affected parties
Understanding & evaluating internal & external contexts
Prioritization & Selection
of Strategic Goals
Determination of Evaluation Criteria
Review of mission and vision
Environmental analysis (internal and external), including SWOT
Creation of possible strategic scenarios
Selection of likely and desired scenarios
Prioritization, development, and selection of strategic goals and objectives
Identification of strategies for goal achievement
Review of plan begins
PROACTIVE Strategy Selection
What's most beneficial?
What's most likely to
Be open to change
Objective and measurable
Plans should be set for 3-5 years
Figure 6.1 from book
Buy-In & Support
Drage, J. [jack drage]. (2012, July 11). Justin Beiber/ pop/ rnb style beat [Video file]. Retrieved from https://www.youtube.com/watch?v=XTdSPF2l9m w
Marvel Entertainment. (2011, October 11). Marvel’s The Avengers- Trailer (official) [Video file]. Retrieved from http s://www.youtube.com/watch?v=eOrNdBpGMv 8
MeghanTrainorVEVO. (2014, June 11). Meghan Trainor - All about that bass [Video file]. Retrieved from www. youtube.com/watch?v=7PCkvCPvDXk&list=RD7PCkvCPvDXk