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Sample Strategic Planning Policy

Board Policies
See the attached sample strategic planning policy.

Successful Strategic Planning: The Board Role

Trustee Articles
This monograph covers the basics of strategic planning, including definitions of common terms, a description of the planning process and the characteristics of successful plans. It describes the board’s role in planning, including why plans fail, common weaknesses and how boards can support successful plan implementation.

The Foundation Board's Role in Strategic Planning

Trustee Articles
Setting strategic direction is a basic governance role of the foundation board. The board is responsible for determining the mission, vision and values that are the bedrock of the organization’s strategic framework. The board represents stakeholder interests, so it serves a valuable role in sharing community perspectives and expectations to guide planning. The board must ensure the organization’s goals position it to fulfill the organizational mission and to advance its vision.

Planning for the Day after Tomorrow

Board-led strategic planning provides an organizational roadmap.

Getting Strategic about Shared Decision Making

Trustee Articles
Boards can foster patient-centered care by encouraging meaningful conversations during patient encounters and by incentivizing clinicians.

The Foundation Board Planning Journey

Trustee Articles
As the foundation board considers the creation of a strategic plan to guide the health care foundation, there are several priorities and moving pieces to consider across the strategic planning journey.

Revisiting Strategy Due to COVID-19

Working together, hospital and health system boards and executive teams should examine the pandemic’s implications for their organizations, to set strategic direction and better serve patients and communities.

Forecasting Shifts in Strategic Priorities Amid COVID-19

With the future anything but clear, strategic thinkers, consultants and tech gurus have begun to reimagine the field’s future and what opportunities lie ahead.

Increase the Financial Impact of Philanthropy

Trustee Articles
The strategic use of organizational dollars has become a regular topic around the governing board table. However, within this conversation, one potential source of revenue is often overlooked or utilized in a less strategic manner: charitable giving.