Step 4
• Apply and Approach for Defining the Key Issues
• Focusing the Attention of the Organization
• Establishing the Framework for the Next Step of
Strategy Development
Step 4
How?
1. Develop a Vision
2. Reframe goals and objectives
3. Focus on barriers to success – using Epidemiology
as a framework
Step 4
1. Develop a Vision
The vision is a statement of aspiration indicating
“where” the organization is headed.
Step 4
2. Reframe goals and objectives
• Situational analysis lays foundation of the
organization’s goals and objectives
A goal is a broad statement indicating general direction
toward a desired future.
Objectives are more specific statements that indication
what is to be accomplished and when.
Step 4
2. Reframe goals and objectives
• Epidemiological data are obtained and used can set
and measure goals and objectives and guide
strategic initiatives.
Action plans for each objective is as an important
element of the planning process as formulation of a
vision statement.
Step 4
3. Focus on barriers to success – using Epidemiology as
a framework
• Key issues and facts are summarized in a SWOT
analysis
– Summarize Opportunities and Threats from the
macro-environment
– Inventory of Internal Strengths and Weaknesses
SWOT analysis also provides info about an
organization’s current position in the market
Sample SWOT Analysis of a
Health Care Organization
Sample SWOT Analysis of a
Health Care Organization
Sample SWOT Analysis of a
Health Care Organization
Instructions:
1. In column A, summarize
the status of each
resource with
performance indicator
data
2. In column B, summarize
the strengths and
weakness of each resource
category.
3. In column C, indicate the
ideal future level of each
category
* Analysis of market should
consider local, national and
global markets
Step 4
3. Focus on barriers to success – using Epidemiology as
a framework
• Key issues and facts are summarized in a SWOT
analysis
– Conclusions drawn from SWOT analysis can provide
template for generating ideas for strategies to achieve
organizational goals and objectives aligned with its
capabilities relative to environmental challenges
Step 5
• Generate, Evaluate and Select Alternative Strategies
for Achieving Organizational Goals
• Or Alignment of the Organization with the
Opportunities in the Environment
Step 5
• For each objective, actions are developed in this step
• Epidemiologic data is utilized to evaluate actions –
targeting of potential users for services
Step 5
Approaches:
1. Brainstorming
2. Visual displaying (posting every idea)
3. Rearranging
4. Force fitting (two or more ideas)
5. Substituting (what other process, who else)
Step 5 – Areas for Potential Innovation
Internal
1. Unexpected occurrences
2. Incongruities
3. Process needs
4. Industry and market
changes
External
1. Demographic changes
2. Changes in perception
3. New knowledge
4. New technologies
* Epidemiologic data can be used to take advantage of
competitor’s weakness (ex identifying unmet needs in the
population)
Step 5
• Once strategies have been identified, resources are
the main factor in selection of strategies
When resources are plentiful, multiple strategies may
be selected.
In the usual scenario of scarce resources, limited
alternatives are selected and an order of priority may
be assigned.
Step 5
• A thorough situational analysis and population data
will yield an accurate SWOT analysis of the
organization and its competitive position in the
market