International Global Forum for Health Care Innovators Care Transformation Strategy Retreat An Intensive-Organisation Changing Experience ©2015 The Advisory Board Company • advisory.com Image Credit: iStock. Bring Your Team Together to Create Impact Understanding the Challenge Regional and national initiatives to transform care delivery are accelerating. Faced with skyrocketing costs and a rapidly changing population, health care executives will increasingly be charged with forging the path forward from a post-World War II health system to one that reflects 21st century technology, expectations and needs. From changing payment models, to new models of care, it’s not a question of if care will transform but how it will transform. This executive retreat will provide a platform for learning how best to leverage the uncertainty, disruption, and upheaval within healthcare today in order to imagine, design, and offer next generation healthcare services. A New Kind of Strategic Planning When planning future strategy, we see three areas of focus that drive efforts: operational strategy, market strategy and transformational strategy: • Operational Strategy: Planning to enhance organisational performance by assessing strengths and gaps. • Market Strategy: Planning for local environmental pressures such as the competitive landscape or governmental changes. • Transformational Strategy: Planning towards an endpoint that is often uncertain and frequently evolving. Most strategic planning efforts focus on the first two types of planning: Assessing internal operational needs or creating a local market strategy. This retreat focuses on transformational strategy. It builds on the idea that the health care world is changing rapidly, and we are often working towards endpoints that are changing and uncertain. True transformation requires complex discussion and a willingness to think about how we fundamentally may need to change what and who we are as organisations. The goal of the retreat will be to jumpstart or advance transformational discussions at your organisation. Writing the Storyline of the Future ©2015 The Advisory Board Company This session is built on a double pronged structure of both learning and planning. First, education and instruction focused on key current trends in health care and critical skill sets that must be mastered in order to guide a health system forward. Then, facilitated discussions and exercises using proprietary retreat technology will help senior leaders build a cohesive care transformation aim and prioritise actionable opportunities. 2 advisory.com Retreat Agenda 08:30 Welcome and Introduction Group introductions and kickoff from retreat sponsor (e.g. hospital chief executive) about the day’s aim and importance. “This is the best experience I’ve had as a member of the hospital board in the past three years.” - Chairman of the Board, Australian Health Service 8:45 Disruptor or Disrupted: The Tectonic Shifts in Health Care Today Presentation on the five major forces impacting health care’s future strategy: the ageing and chronically ill population, a declining workforce, the rise of expensive technology – both clinical and IT – and the continued need to cater to the consumer. In response, some policy makers are urging hospitals to look beyond their walls. This research presentation will offer insight into these critical disruptions and introduce the conflicting aims of transformational strategy. 10:30 The Transformation Paradox: Overcoming Singular and Simple Strategy Multi-part workshop to understand the organisational opportunity for a twopronged transformation: better engaging consumers for improved individual health and improving population management to right-size society health spend. The workshop is driven by our proprietary retreat technology and group insight and analysis. Pre- and post-lunch working sessions will work towards a path to action. 15:30 Envisioning the Transformation at Large Closing presentation on the leadership necessary to create a compelling narrative for transformation that will inspire and engage system change across all levels. 16:00 Adjournment Meet Our Facilitators Mike Wagner, Executive Director The retreat really exceeded my expectations in that it was singularly successful in bringing a large group of our managers together and prioritising some of our key objectives so that we have an agreed way forward. The workshop was highly engaging and had the perfect balance of high-level overview of the challenges in our environment, and practical planning to evaluate which of our many areas of focus most need our attention. More than 20 years with the Advisory Board leading research and conducting workshops for more than 750 health care organisations around the world; expert in leadership curriculum planning, development and care transformation Bec Richmond, Senior Director Over 15 years of speaking and facilitation experience with senior executives and their teams around the world; expert in operations, change management, quality improvement, population health, and strategic planning ©2015 The Advisory Board Company I also greatly appreciate this follow up and the offer of additional advice and support, and it’s good to know we are not alone with some of the issues we face. - Chief Executive, Australian Hospital 3 advisory.com Make Your Reservation Global Forum Care Transformation Strategy Retreat Logistics Making the Most of the Retreat Scheduling & Availability Retreat capacity is limited and therefore advance scheduling is recommended. Please contact your dedicated advisor for regional availability and scheduling. Attendance To allow for maximum discussion, participation is recommended for the most senior executives and managers at the organisation. Ideal size and makeup is 16-24 individuals with a mix of roles and expertise (e.g. senior executives, board of directors, senior managers). The Global Forum Care Transformation Strategy Retreat is designed to allow the executive team to engage and debate across complex strategic risks and decisions. For optimum participation, we recommend scheduling 3-6 months in advance. Following the retreat your dedicated advisor will provide you with our most-salient and newsworthy research that maps to identified opportunities and action plans. Retreat Pre-Work To facilitate discussion and insight generation across the group, the retreat uses a proprietary survey and analysis tool to create organisation-specific data reports. Location The retreat is designed for Global Forum members and therefore may be held at a member site or an offsite location of their choosing; however, any offsite costs are the responsibility of the member. Confirmation & Planning Once a date is confirmed, all logistics will be coordinated through a presite call held 8 weeks prior to selected date. Data inputs will be required across two fronts: a brief background questionnaire about the organisation’s profile and survey responses for each participant. Following the pre-retreat scoping call, the Advisory Board will send the required data requests to the retreat sponsor and participants (6-8 weeks in advance of the retreat). Accompanying the survey will be a packet of optional pre-reading the organisation may review. 2445 M Street NW Washington DC 20037, USA P +1 202.266.5600 F +1 202.266.5700 3rd Floor, Melbourne House 46 Aldwych, London WC2B 4LL, UK P +44 (0) 203.100.6800 advisory.com
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