The Stepping In It Podcast with Renee Schulte & Jason Haglund

47. Strategic Planning Series: Getting Started

Renee Schulte

Welcome to Episode 47 of our Strategic Planning Series, where we help you lay the groundwork for successful project planning. In this episode, we'll guide you through the initial steps of determining the necessity of a plan and the critical components like the Project Charter, Post-it planning, and SWOT analysis. Discover how to gather and analyze data through assessments, surveys, and key performance indicators to inform your planning process. Finally, we’ll discuss the importance of compiling your plan in writing, ensuring everyone is on the same page, and gaining buy-in from your entire team. Whether you're midway through the growing season or just starting out, this episode provides the essential tools to kickstart your strategic planning journey.

In this episode, you will be able to:

  • Mastering the Art of Improving Behavioral Health Systems
  • Navigating and Overcoming Challenges in the Behavioral Health System
  • Unraveling the Secrets of Strategic Planning in Healthcare Organizations
  • Engaging Your Team for Successful Strategic Planning
  • Conquering Data Collection Challenges in Strategic Planning


The key moments in this episode are:
00:00:02 - Introduction to Behavioral Health Systems

 00:02:46 - Importance of Strategic Planning

 00:06:08 - Creating a Project Charter

 00:08:56 - Post-Up Planning Sessions

 00:11:26 - Value of Third-Party Facilitation

 00:12:07 - Importance of Equal Participation

 00:13:25 - Benefits of Third-Party Facilitation

 00:14:03 - Gathering Data for Strategic Planning

 00:15:41 - Adapting to Change

 00:20:24 - Evaluating Data Metrics

 00:24:21 - The importance of capturing ideas

 00:25:21 - Solidifying ideas and goals

 00:26:59 - Importance of understanding the why

 00:28:03 - Articulating the strategic plan

 00:29:28 - Self-care tip for 4th of July 


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https://www.youtube.com/@ruralpolicypartners

Watch this episode on Youtube: https://youtu.be/tAOc4J6kB-c