Transcript Chatham Bars Project University of Massachusetts Medical

UMass Academic Health Center
Strategic Planning Task Force
October 16-18, 2007
Revised 11/01/07
Identified Needs


Onboarding process identified lack of joint
planning between Health Center and the
School, as well as between the Basic
Science Faculty and Clinical Faculty
Onboarding process revealed there was no
enterprise level plan for a UMass Academic
Health Center
How do we build our plan?



Process needs to be collaborative and
inclusive
Process needs to look beyond formal, legal
boundaries of the School and Clinical
System
Process should address the divergence
among parts of the organization
Step 1: Leadership Retreat


40 Participants from across the Academic
Health Center met for 3 days in October
This group included the Executive teams
from both the School and the Clinical
System, as well as Clinical Science and
Basic Science Chairs
Participants
Dario Altieri, MD
Donna Ambrosino, MD
David Ayers, MD
Harrison Ball, MD
George Brenckle, PhD
Anthony Carruthers, PhD
Michael F. Collins, MD
Walter Ettinger, MD
Marianne Felice, MD
Joseph Ferrucci, MD
Robert Finberg, MD
TJ Fitzgerald, MD
Terence Flotte, MD
Michael Green, MD, PhD
Allan Jacobson, PhD
Robert Jenal
Todd Keating
Nancy Kruger, DNSc, RN
Daniel Lasser, MD, MPH
Cheryl Lapriore
Demetrius Litwin, MD
Randall Long, MD, PhD
Thomas Manning
C. Robert Matthews, PhD
Craig Mello, PhD
Joyce Murphy
John O'Brien
Judy Ockene, PhD
Charles Pagnam
Kathleen Powers
Michele Pugnaire, MD
Kenneth Rock, MD
Paulette Seymour - Route, PhD
Gary Stein, PhD
Richard Stanton
Michele Streeter
John Sullivan, MD
Andrew Sussman, MD
Stephen Tosi, MD
Gregory Volturo, MD
Douglas Ziedonis, MD, MPH
What took place?



Participants were presented with a set of
reference material to ensure everyone was
on the same page
Participants had the opportunity to bring
current issues, potential barriers, and
potential solutions forward
Participants then crafted solutions and work
groups to start the strategic planning process
Outcomes


Consensus and Commitment to structure
and work as a joint enterprise: a true
Academic Health Center
Discussion of a process and structure to
develop one Strategic Plan, building off
existing plans and creating needed plans for
other areas
Structure:


UMass Academic Health Center Strategic Planning
Task Force
Work Groups
1. Faculty and Leadership Development
2. Clinical Care
3. Education
4. Research
5. Public Service
6. Acting as a Single Enterprise
Faculty
Council
Chairs
Council
Chancellor’s
Executive
Staff/
Department
Heads
UMMHC
Executive
Staff/Senior
Management
Team
Educational
Policy
Committee
Executive
Council
SOM, GSN,
GSBS, Three
Schools
Committees
UMMHC
Board
UMass Academic Health
Center Strategic Planning
Task Force
Finance
Faculty and
Leadership
Development
Scientific
Council
Clinical Care
J.Ockene
A.Sussman
D.Ziedonis D.Ayers
Education
Research
M.Pugnaire R.Finberg
R.Long
J.Sullivan
Environmental
Scan
Public Service
D.Lasser
J.Murphy
Acting as a
Single
Enterprise
T.Manning
T.Keating
Step 2: Moving Forward

Strategic Planning Task Force will:
–
–
–
establish goals for the planning effort
coordinate the efforts of the work groups
identify and allocate resource needs to support
the planning effort
Step 3: Moving Forward



The Work Groups will
– review the charges established by the retreat participants
– forward a recommended final charge and work plan to the
Strategic Planning Task Force for its consideration
– create an interim report by February 1, 2008 for review by
the Strategic Planning Task Force and campus
constituencies
Work Groups will prepare final reports by May 1, 2008
Task Force will integrate Work Group reports to create the
Strategic Plan by May 15, 2008
Overall Timeline:






Start Date: October 16th, 2007
Task Force populated by October 19th, 2007
Working groups commence November 1, 2007
Working Groups draft reports by February 1,
2008
Working Group final reports due by May 1, 2008
Strategic Plan developed: May 15th, 2008