The reason for strategic planning department to exist in a company is that the business environment and the companies positioning in such an environment needs to be tracked at all times. At the national level, the Nurses on Boards Coalition, supported by the Robert Wood Johnson Foundation and AARP, is implementing a strategy to bring nurses’ valuable perspective to governing boards and to state and national commissions with an interest in health. (A mnemonic for these criteria is “SMARTER.”) The Oregon Secretary of State’s office maintains an excellent set of online resources for learning about, searching for, and locating Oregon nonprofits. Although they don’t have final authority to make or enforce rules, their research — and the advice they give to decision-makers — can contribute to effective changes in state government. In general, service on a nonprofit or advisory board can be a powerful starting place for a nurse’s path to a private or corporate board directorship. Once you have a clear sense of the focus of the organization you’re seeking, do your research. For the RN, an obvious place to serve as a director is on the board of your local hospital. But — at what point does appropriate engagement cross the line into running the show? When disruptive behavior occurs, the board chair should take action appropriate to the situation. Action planning is the process by which the specific goals are matched with each strategic goal. Government of Ireland (2011) Strategic framework for role expansion of nurses and midwives: promoting quality patient care. Statement defining the purpose of the organization Nurses understand what it takes to build trusting relationships with others to facilitate effective community partnerships. To start with, it helps to understand the different kinds of hospitals. Conflicts of interest involving directors put management in an uncomfortable, even untenable position. 3. In Oregon, the Governor appoints the members of more than 250 boards and commissions. Simultaneously, consider learning more about board service. As a board member, a nurse should be prepared to strategize around (and support) these important measures. For the nurse considering it, an appointment to a state board or commission is based on specific needs, expectations, and policy goals. An example of a short-term goal of an organization might be to improve performance on the Core Measure for Cardiac Failure, increasing from 80% to 85% compliance by the end of the year. A workshop to help you better understand the differences between boards? For a nurse considering a directorship, boards fall into five different types: The nursing association to which a nurse belongs is likely to have local, state, regional, and national chapters, any one of which offer excellent opportunities for board service. which delivers helpful search results related to Oregon charities. This duty requires board members to comply with all applicable laws, regulations, and rules, as well as to follow the organization’s governing documents. They also bring a patient and family centered lens to decisions about capital improvements and the impact of facility design on care. There may be more of these than your current board members possess. With more than 10,000 active nonprofits across the state, Oregon’s charitable community is thriving. Analysis of the political, demographic, social, regulatory, and technological environments of the organization Strategic planning used to be the domain of the financial managers of many institutions. By adding at least one nursing professional to the governing board, hospitals and health systems can join the ranks of forward-thinking organizations better equipped to govern for advancing health in their communities. If there is something a board member doesn’t understand, he or she must be willing to ask in order to get an answer. There’s a wealth of data to be found at this site: You can search all active nonprofits in Oregon, filtering your search by keywords in the organizations’ names, location, and type of nonprofit. Citation: Keating, S., Sechrist, K. (January 31, 2001) "The Nursing Shortage In California: The Public Policy Role Of The California Strategic Planning Committee For Nursing" Online Journal of Issues in Nursing. As part of the strategic planning process, it is vital for an organization to be aware of its competitive environment. The conflict of interest policy should include a section describing a clear process for any board member to follow if, in the middle of a meeting, they think someone may be conflicted. Perspectives: Nurses’ expanding role in developing safety culture: Quality and Safety Education for Nurses – competencies in action Gwen Sherwood Associate Dean for Strategic and Global Initiatives, University of North Carolina at Chapel Hill School of Nursing, USA Safety is a growing global phenomenon reaching crisis proportions. Planning how to implement the expansion is management's responsibility. As a board member, you’re a public representative of the organization you’re serving. The Nurses on Boards Coalition that Benson oversees was founded in 2016 by AARP, RWJF, and 18 nursing organizations. is a platform for academics to share research papers. It states what services will be provided to whom. Finally, be aware that some hospitals, citing the potential for conflicts of interest, don’t allow their employees to serve on their own boards of directors. Besides physicians and healthcare executives, hospital boards typically include business professionals, public service employees, educators, and others without a healthcare background. “Disruptive” refers to any behavior that interferes with the orderly and appropriate work of the board. Incredibly important to both, a nonprofit board typically spends a good portion of its energy in pursuit of securing future funding. It is common to develop an annual plan (sometimes called the operational plan or management plan), which includes the strategic goals, strategies, objectives, responsibilities, and timelines that should be implemented in the coming year. Pediatric nurses, for example, know about baby formula and diapers. In response to the IOM report, The Future of Nursing: Leading Change, Advancing Health (2011), which recommended nurses play more pivotal roles on boards and commissions in improving the health of all Americans, other important efforts are underway. Once you’ve submitted an Interest Form, the Boards and Commissions Office will keep it on file for two years. With a little research and perseverance, a nurse with a commitment to his or her own leadership will be likely to find more than one that reflects their values and personal passions. Long-term plans vary from 3 to 5 years. Develop and use a dashboard or balanced scorecard of key performance indicators for finances, operations, business strategy, clinical quality, customer service and community benefit. Directors should know the red flags that signal the need for closer inquiry. Never surprise the CEO. Discuss the importance of the strategic planning process. They will, however, help a board and CEO work as a team, approach tough decisions with candor, and sleep soundly because they've protected the mission and provided the organization with sustainability for the long term. Lifelong learners, they are aware and perceptive, weaving flexibility into their workflow even as they clearly define its objectives. Strategic planning is needed in any company which has a single product or even multiple products with many strategic business units. Said you’d make an introduction to a potential donor or investor? It is important that they are able to think critically when assessing patient signs and identifying potential problems so that they can make the appropriate recommendations and actions.As other health professionals, such as doctors or specialists, are usually in charge of making the final treatment decisions, nurses should be able to communicate information regarding patient health effectively. 4. Website by Stellar Nine. There are thousands of leaders, and leadership books, and coaches and gurus and seminars and workshops. The Duty of Loyalty. This philosophy has changed, and strategic planning now includes all stakeholders of the organization. Health Promoters They also risk driving away competent executives and directors who don't agree with a hands-on approach to governing. A nurse’s seat on a nonprofit board should reflect his or her alignment with the cause, and they should be prepared to spend a portion of their time taking part in fundraising activities. • Compassion • Accountability • Respect • Excellence • Smile (CARES) Prepare by tightening up your LinkedIn profile, focusing your résumé, making a list of every possible contact who might be of assistance…then…GO! It should also include methods to monitor and evaluate the plan, which includes knowing how the organization will know who has done what and by when. In most cases, a board’s actions are governed by some outside authority — most often bylaws created by the organization itself — that controls its powers, duties, and responsibilities. The nurse’s role in the strategic planning process is a decision maker in the planning process and information technology strategic planning activity. As startups and small nonprofits grow and expand their staff, it’s important that board members — who may have been accustomed to “pitching in” — concentrate 100% on their governance role, allowing others to take responsibility for the jobs for which they were hired. The future direction and challenges of hospital strategic planning require the knowledge and skills of material managers. The strategic planning and the nursing process have very little differences in healthcare. Beyond your profession, what other expertise do you bring? Sometimes CEOs want the board to challenge management to raise the bar for performance, which gives the CEO the board's backing to ask more from senior leadership and the medical staff. The difference between short- and long-term plans and objectives relates to the time expected to accomplish them. Many nurses will find a potential board spot on them. An expanded role for nursing in the strategic planning and implementation of health information technology (health IT) efforts is warranted for many reasons – some pragmatic and others evidence-based. Strategic planning provides strategic forecasting from one year up to more than twenty years. performs its oversight responsibilities in a rigorous For the not-for-profit hospital, the highest-order stakeholders are the patients and the community. They have interacted with hundreds or even thousands of parents, and they have been privy to their perspectives. 6. How does the organization measure its performance? Here’s a nugget from Connie Curran, from her book Nurse on Board: Planning Your Path to the Boardroom: “Joanne Disch, former academic executive, professor, and seasoned board member, notes that nurses bring value from a financial standpoint in a more qualitative way as well. We feel that by providing this Nursing as a Profession will empower the development and succession planning of nursing leadership. If your board doesn’t have term limits, is it time to add them to your bylaws? Nurses are excellent at translation. When nurses actively participate in board decisions, they understand the intent behind these improvements and can communicate it to others. The multivariate model is a successful forecasting model; it has been adopted or adapted by approximately half of the other Colleagues in Caring nursing work force initiatives in … Where can a nurse help most as a director? BoardRoom Press Highlights Why, The Value of Placing a Nurse on Your Board of Directors, Distinguishing Governance from Management. A board is responsible for an organization’s financial health; it helps guide senior-level decisions and advocates on behalf of the communities it serves. Second, in 2015, the vast majority of contributions in the US — a whopping 71% — come from individual donors; as always, it’s a clear source of support. Managers of an organization need to focus on a series of key questions as they begin the strategic planning process (Finkler, Kovner, and Jones, 2007, p. 216): Tags: Nursing Delegation and Management of Patient Care Judgment Boards are created by the legislature as review and appeals boards which hear and rule on individual cases. A better way of saying this is that your perspective as a professional nurse should inform your role as a board member. Comments that reflect these concerns and my responses to them appear below. Hospital boards in small communities might consider recruiting a nurse from outside the community or from the local college. A hospital board may not be the first stop for a nurse seeking to be a board member. The anticipated outcomes are usually based on the competitive strategy of the organization and are often benchmarked against “best in class performers” or to where the organization wants to be in terms of performance. Start-ups, nonprofits, or organizations testing or seeking feedback on new initiatives often choose to create advisory boards, whose members are unpaid. Nursing Strategic Plan 2014-2016 Professional Nursing Practice Model Built on the foundations of the individual relationships nurses establish with patients and families, the Professional Nursing Practice Model incorporates all of the components necessary for the delivery of exceptional nursing care. Remember that few human beings are “born leaders”; they’ve all had to work to better understand their own physical and behavioral habits on their path to becoming someone others will follow. Your natural aptitude for operations must be secondary to the leadership and perspective you bring as a member of the board. Submitting a form doesn’t mean you’ll be contacted (although you will receive acknowledgment of its receipt); the Office will reach out to you directly if you’re being actively considered for appointment. There are several types, and the purpose of each — as well as members’ roles, responsibilities, and even their naming conventions — isn’t always consistent. Stakeholders  Overall, this means respecting the confidentiality of the boardroom and disclosing any potential conflicts of interest. Strategic planning is the process of determining an organization's long-term goals and then identifying the best approach for achieving those goals. This philosophy has changed, and strategic planning now includes all stakeholders of the organization. Looking for a recently retired nurse leader interested in contributing to the community may be another option. Jackson KA(1). Look at their past performance: Do they attend meetings? First, though, let’s start with a pair of basics: A board is a body whose members are elected or appointed to oversee the activities of a nonprofit, corporate, or government entity. Luckily for the RN in Oregon, there’s no shortage of opportunities for engagement, support, and leadership. time expected to accomplish them. Maybe it’s an issue that’s affected you or your family personally. Nurses at all levels of administration know how to manage budgets and staff and are attuned to the effectiveness of their budget. • How will we know when the transformation is done? Are you a nurse who’s interested in Athletic Training? These bodies represent a broad range of areas and issues critical to the state, its natural and human-made infrastructure, and the people who live here. North Mississippi Medical Center. This means providing leadership and strategy that reflects an understanding of the organization’s big picture — its long-term goals, its intentions, its abiding mission and vision. They’re natural operations people. Once a nonprofit is formed, it may apply for tax-exempt status from the IRS and state; the Internal Revenue Code creates special provisions for nonprofits deemed “charitable” under code section 501(c)(3). Directors or trustees are expected to maintain the organization’s financial accountability, and have a fiduciary duty to remain responsible and objective (as well as trustworthy and honest) while they act as trustees for the organization’s assets. How does the organization measure its performance? • What is the organization currently? Second, let’s define governance. Whether corporate or nonprofit, the board you’re hoping to serve on — or are serving on today — recruited you for a specific reason. No matter what your interests are, there’s likely to be a board where you’ll fit. Other information collected for the strategic planning process comes from past performance and information collected from all stakeholders through a variety of means. From the Board of Accountancy to the Youth Conservation Corps Commission, these bodies can provide a powerful setting for the nurse’s voice. The new role of material managers in hospital strategic planning. It can deepen, strengthen, and grow. succession planning of nursing leadership. Equally important: The collaboration with neighborhood agencies inevitably gives the nurse additional experience and partnerships that benefit the organization he or she works for. Strategic planning in health care organizations involves outlining the actionable steps needed to reach specific goals. To this, add the skills that reflect your organization’s strategic plan. 1 Disch, J., “The nursing lens”. Licensing Boards examine and license members of a profession or occupation to practice in Oregon. Some practices and structures can help a board stay out of operations and focus on governance. Said you’d arrange for a detail at the year-end gala? Governance is the establishment of policies and monitoring of their proper implementation by a board. In smaller organizations, however (and especially in nonprofits that lack paid staff), it can be much easier for the board to get mired in decisions regarding short-term management and operations — and to lose sight of their strategy and their focus on the big picture. Quantitative tools that allow for measurement of the achievement of goals Hire or appoint smartly. Understanding these core legal duties will help you fully step into your board role. Application for the Malcolm Baldrige Performance Excellence Award. Boards make their impact on what the organization will look like five or more years down the road. Compare and contrast the various types of strategic planning processes. Whether it’s your first or your fifteenth board, however, its parent organization must mean a lot to you; your passion about the cause or the company should set you apart from other board candidates. These are the short-term goals of the organization. The first step in strategic management is the development of a mission statement for the organization. If you’re not clear about what those duties are, ask. To continue with the example of NMMC: Such planning involves identifying highpotential individuals and formally developing them to assume leadership roles. But the truth is that the right corporate board is a great place for a nursing professional to make a powerful impact with an organization, its leadership, and the customers and community it serves. Although they may not join the board highly skilled as a fundraiser, their unique skillset can soon have a positive effect on the organization’s money-raising efforts. Identify the gaps. The CARES Values acronym (Compassion • Accountability • Respect • Excellence • Smile) expresses NMMC’s focus on exceptional customer service. Statement defining the purpose of the organization, Future-oriented statement of where the organization sees itself, Philosophy or behaviors determined to be vital to the organization, Analysis of the political, demographic, social, regulatory, and technological environments of the organization, Statement of direction of the organization, Measurable statements related to the goals of the organization, Competitive environment of the organization, All groups that may be affected by an organization’s services, actions, and outcomes, Quantitative tools that allow for measurement of the achievement of goals. There’s a sweet spot for the balance of board turnover, one that’s unique to every organization. They understand the importance of taking care of themselves, and aren’t afraid to ask for help. Advance notice allows the CEO to come prepared with facts and data and to give thought to the appropriate response. While nurses serve in leadership roles in many settings and can add significant strength to governance conversations, they remain largely absent in boardrooms. Nowadays directors serve on boards to make a difference, not just to be names on the letterhead and donors on a wall. In a recent paper, the International Council of Nurses (ICN) headquartered in Geneva, Switzerland has summarized the various dimensions of increased decision making by nurses as follows: strategic planning, budgeting, efficient resource planning and utilization, and the planning, management and evaluation of programs and services. If you’re a nurse that serves on the board of a nonprofit, you already know that fundraising is a big part of the job. Strategic planning used to be the domain of the financial managers of many institutions. Therefore, implementing a strategy typically involves implementing a set of tactics along the way—in that sense, a tactic is still a strategy but on a smaller scale. Whatever its purpose, nearly any board can be improved with the addition of a nurse to its membership. A CEO's letter to the board between meetings updates the board on recent events and obviates the need to discuss operations at meetings. The nurses, teachers, scientists, and professionals from a wide variety of industries who serve on these boards are vital participants in statewide decision-making, with an opportunity to steer and effect many of the state’s governmental policies. That doesn’t mean most boards do it, though: A recent study by PricewaterhouseCoopers found that 40 percent of directors believe that someone on their board needs to be replaced. The mission statement for some organizations is further divided into a vision, which tells the reader where the organization wants to be in the future. How does it learn from its performance? Long-term plans vary from 3 to 5 years. This is accomplished through strategic analysis. This part of the process is only limited by the committee’s degree of creative thinking. The International Council of Nurses and the Role of Nurses in Immunisation As part of its call for nurses’ greater involvement in both health promotion and primary health care, ICN has long advocated that nurses can and do play a critical role in immunisation the world over. Remember that your position as a director or trustee reflects a portion of your shareholders or stakeholders. The performance indicators list the measures that will be used to measure progress toward achievement of the goals. Download for offline reading, highlight, bookmark or take notes while you read Strategic Planning for Nurses: Change Management in Health Care. Great SERVICE results in happy customers and excellent QUALITY. For example, should a physician member of the board who invests in a competing facility be permitted to continue in office and practice on the medical staff? With your qualities clear and organizations in focus, it’s almost time to network like crazy. A nurse who serves on a board’s nominating committee can bring his or her organizational skills to the process. The chief nursing informatics officer (CNIO) plays a key role in decision-making by bridging the gap between the nursing and information technology. But what if you’re trying to land a board position on an existing Oregon nonprofit? Goals  Who’ve you met at a nursing conference? Boards should be proactive on high-profile issues, adopting appropriate policies, overseeing performance, and ensuring the organization has a proactive public communications strategy. Red flags may also appear in reports from the external auditor, general counsel, accreditation agencies, and others. Disruptive board members include those who show disrespect toward their colleagues or management, interfere with management, deliberately violate confidentiality, regularly arrive late or leave early, constantly interrupt or harangue at meetings, fail to meet minimum attendance requirements, or come to meetings unprepared. Path to Nonprofit Board Service Infographic, Be Counted with the Nurses on Boards Coalition, Learn more about Oregon Boards and Commissions, “Improve the Patient Experience—Ask a Nurse to Join the Board.”,, Prepare performance reports on achievement of goals and objectives, Monitor achievement of goals and objectives, Assess customer/community stakeholder needs, Oversee evaluation of products, services, and programs, Maintain program records; prepare program reports, Ensure yearly expenditures stay within budget, Solicit contributions in fundraising campaigns*, Approve expenditures beyond authorized budget, Settle disagreements among staff/employees, Hire, fire, and direct work of the staff/employees, Recruit new board members; appoint committee members, Promote attendance at board or committee meetings, Plan agenda for (and take minutes at) board meetings, Prepare proposals/presentations for board and committee meetings, Nonprofit Board Service in Oregon: Opportunities Abound, Nurses Improve Boards. 2 Institute of Medicine (IOM). Similarly, when CEOs bring significant decisions to the board at the eleventh hour, without advance information or thorough committee review, members naturally resent being treated as a rubber stamp. The Secretary of State’s website,, is an excellent source for Oregon nonprofit data. management accountable for producing better results. Identify the role of the nurse manager in the strategic planning process. A particular population? Action Planning If the CEO asks for board advice or intervention, directors should respond. In her book, Nurse on Board: Planning Your Path to the Boardroom, author Connie Curran clarifies the relationship between strategic thinking and strategic planning — essentially, that the first is needed in order to create the second. Measurable statements related to the goals of the organization The temptation is particularly strong for some, such as physicians who practice at the hospital and think they know how things should be done. For nurses, appointment to a Governor-appointed board or commission marks a significant opportunity to serve — and to be an active part of a broad and influential source that’s providing collection of viewpoints, visions, and direction for the state. Talking points about the value of nurses on boards are shared at professional nursing meetings across the state. Great SERVICE results in happy customers and excellent QUALITY. Nurses are by nature do-ers — active, engaged team members and natural problem-solvers who aren’t afraid to roll up their sleeves and get to work fixing something that needs to be fixed. Size: 708 KB. Strategic context  If you’re an RN intending to serve — or already serving — on a board of directors, here’s a secret no one may have told you: Board service will require you to broaden a certain set of skills. Definitions What are your unique qualities? For example, if the organization is in a financial downturn, is not improving subpar quality scores, faces allegations of improprieties, or is considering a merger or major transaction, the board may become more engaged and review more detailed information than it normally would. In addition, they have fiduciary responsibilities to the company’s shareholders, which carries the risk of liability, especially in organizations that don’t prioritize oversight. When asked how the Chief Nursing Officer, or CNO, role has evolved over the years, 56% of nurse executives mentioned the word “more”: More metric-driven, more responsibilities, more involved in decision-making, and more strategic planning, particularly to meet financial goals. The strategic plan is the “map” of where the organization, department, or unit is going over the next year or longer. Too many boards tolerate disruptive behavior that drags down the entire board's performance. Compare and contrast the various types of strategic planning processes. I recently attended a series of strategic planning sessions held by our health management department at the university where I work.