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Organizational Proposal For Strategic Plan Improvement Part 3 Kim e 2
Organizational Proposal For Strategic Plan Improvement Part 3 Kim e 2
Research possible improvement tools, methods, and strategies related to the one area of the
organization
The public health organization I decided to choose was Independence at Home (IAH)
which is a non-profit organization part of SCAN Health Plan, a Medicare managed care health
plan. A non-profit organization is created to carry out its mission so that they can make sure that
all the services that they provide to their designated community can receive the services with
quality of care. In reality, though the mission and value of Independence at Home can only go so
far. From my investigation, there were approximately 18,000 clients that one of IAH programs
served thru Multipurpose Senior Services Program (MSSP) provided to their community offering
case management services to seniors over 65+ years of age and needing to meet the eligibility
criteria (Unknown, 2015). Despite serving all these seniors, the stakeholder Cathy was able to
explain that there were at times gaps to those that did not meet the requirements for their
program. Although the program was designed to hopefully target those that were low-income
with Medi-cal eligible, as well as meeting the activities of daily functions of their lives whether
they have a poor quality of ability to walk around, feeding themselves properly or even to use the
restroom (C. Harris, Personal communication, August 8th, 2018). The reason for the gap in
meeting the needs of each and every unique individual is a hard assignment in itself since there’s
a lack of resources.
The organization has a great mission to serve all seniors to provide them with the utmost
quality of care and service to them. Yet there were environmental internal challenges that I saw
while evaluating the organization as a whole. What I’ve noticed was that there was a lack of
department. Each employee is in charge of a great number of clients, but there are only a few
management leaders that are delegating the work equally and do not have the ability to train
everyone consistently.
Decrease in employees and management team due to lack of financial resources for the
organization as a whole. Due to the lack of training from the management team to employees,
that can lead to miscommunication and too much work being delegated to one employee than the
other. Also, employees had a harder time keeping up with new changes within the organization
as a whole. The management team did not have any policies or procedures developed since the
non-profit organization recently starting growing in the past few years as their pilot studies and
Technology has been ever growing, but after my investigation, IAH continues to use
older programs and the MSSP program is the oldest of them all and as they have no funds to
create a new program as a whole. Also, the workflow processes may have multiple channels of
different databases to enter information as well as the research a client. This makes it for the
organization as a whole to not only lose profit due to loss of productivity and wasting a lot of
Overall, financial challenges are what delegates these issues by looking at the community
as a whole. If the organization continues to receive outsourced fundings whether it’s thru other
channels of stakeholders, grants from state/local/federal, as well as thru SCAN Health Plan
Medicare Managed funds. There needs to be a way to manage all of these factors that play a big
role in the organization's environment internally and portrayed externally which is their clients,
core values in the mission of helping seniors stay healthy and independent in their own homes
(Unknown, 2018). The SWOT Analysis will look at IAH biggest strengths, the weaknesses, what
types of opportunities they have, as well as the threats of the company (Blayney, 2008). The
Directors of the organization can utilize this amazing leadership tool to strategically plan their
non-profit organization’s structure on how they’ve been using their resources in financial,
employees they work with and how they use technology to the best of their ability to continue
improving the organization so that they can offer the highest quality of care that’s measurable to
the community at large. SWOT analysis allows them to check their practices, what types of
processes are currently in play and how can their organization improve the quality by using the
The SWOT analysis would offer IAH the best way to continue expanding their vision in
the right direction as it continues to make a huge impact in the community within Los Angeles,
Orange County, and hopefully expanding all their programs to potentially the whole United
States of America. Strategically planning to make sure that IAH is going in the right direction is
to take action when there are issues that come up. Strategically planning every quarterly would
be the best-practiced structure by outlining what the goals would become so that IAH can be the
most successful with all resources. This is a critical step to engage their findings and make sure
they act to it by developing effective ways to providing quality of service to their clients and
hopefully filling all the gaps to seniors will their ultimate goal.
communication with the stakeholder, or other methods. Provide the rationale for the
SWOT analysis is and each department should have their own SWOT analysis as well as for IAH
as a whole. Then each individual employees in each department should be aware of what’s
expected of them so that they can help mold the organization and so that everyone is on the same
page. Once IAH finds the core SWOT analysis of issues it would be best to plan out a goal that is
the foundation of IAH that they want to meet in the next year to potentially three years from
now. The goal to develop the management team to make sure everyone understands new rules
and regulations with IAH’s changes with policies and procedures. Each role of employees should
also be aware of their own responsibilities by providing them with policies and procedures that
match their workflow on a daily basis. After learning more about the organization after
researching IAH, the stakeholder mentioned great points for improving their organization and I
The strength of Independence at Home is that they already have a vision that they want to
help all seniors to be healthy and independent. The passion that started this non-profit
organization stands strong as they continue to help thousands of seniors on a yearly basis. The
evidence-based survey results will offer that employees are motivated and are compassionate
with the work that they provide to their clients. The strength would be their team and the
IAH’s weakness is lack of communication skills due to not utilizing all their technology
to the best of their ability. Each employee have computers, but all the databases do not yet speak
with each other which makes it hard for each employee to know who’s doing that unless they
continue to ask other people which means there’s a high chance of duplication of work which
results in lack of finances for the entire organization when these funds could have saved another
seniors life. Delegating the work properly and developing policies and procedures so each
employee is aware of their responsibilities on a daily basis. Eliminating the gap in care of their
programs so that they can offer the best service to serve their mission to the best of their ability.
An opportunity that I see is that there’s no perfect organization or world that we live in as
we can’t fill all the gaps in care that seniors or people go through because of lack of results,
however, there are ways to finding the barriers that their clients go thru as well as what types of
resources their employees are lacking. This is a valuable approach to finding how they can find
these barriers by developing creative strategies whether it’s offering new ways to overcome these
Lastly, what types of threats will continue to come by would be that there will be baby
boomers increasing every single year. IAH also has a waitlist at this time that’s approximately 6
months long, but if there are more baby boomers that need help, what does this entail our waitlist
and wait time. Can seniors survive 6 months without help? Or do you have to resource these
clients out to other case management or programs similar to IAH? What would be the best route
so that you don’t lose these clients and offer the best quality of service to patients while you still
lack in resources from a shortage of employees. Where will the financial budgets continue to
kick in. The organization can lose their funds if they don’t keep their SWOT analysis action plan
into works and be evaluating them on a daily basis. If they run out of funds, that means everyone
loses their job and their mission will disappear also many seniors that are in need may not
receive any help or may resort to alternative programs that may not meet their needs.
» An assessment of how the organization can implement your improvement ideas in light of
eliminate any threats and encourage more opportunities for the organization as a whole. At times
strategically planning a non-profit organization may be hard as they have to please their
community, but also their stakeholders that they work with and their goals need to be also
possible with other organizations. Cultural and social concerns I can see is that if internal
employees lack resources, they will also portray that type of environment to external
stakeholders and their clients. By developing and evaluating a strong SWOT analysis it can
potentially help the organization make changes to develop on the improvements that need to be
addressed with the Board members at SCAN Health Plan as they fund most of the programs.
When this occurs, would all of these changes for improvement change? I’m sure there’s going to
be backlash and praise at the same time. The leadership team needs to be aware that not everyone
will agree with the strategic plan that they develop for the organization, but they need to be able
to work with Board members, Directors, and other stakeholders to find what the best solution
Also, the changes that they make may not resonate with other clients so where can you
find the middle ground to their program, working with their employees, management team, and
that they can provide that quality service to clients and not forget their mission. Strategies need
to be clear so I would recommend that they can find a more established electronic medical
records systems for IAH where each database can speak with each other so each employee is
aware of the work their peers are establishing. Management should have the ability to develop
policies and procedures easier so that they can offer these tools to their employees so that they
can do their work. IAH as a whole should develop a SWOT analysis that would hopefully
eliminate those concerns of the organization where the culture and social internal environment is
disorganized, hopefully, a solid strategic action plan would help to build their core platform. I
hope that this strategy can allow the culture in their team environment offers a positive vibe so
that they can continue to provide the best care to their community seniors.
» A summary of how strategy changes can help the organization prepare for future growth
and success
A strategic plan will help IAH develop an Action Plan that’ll work best for them by
developing strategies to be the best outcome of their mission into the community. The SWOT
analysis will help identify opportunities and barriers, it’s important to make sure that every goal
that they plan is a SMART goal. A SMART Goal means to be “specific, measurable, attainable,
realistic and time sensitive” (Aghera, 2018). I think it’s important that the plans I’ve mentioned
will help them have a goal each quarter and every year as they continue to grow. Hopefully, IAH
can have a clear understanding of how to communicate their SWOT analysis with management
and to their employees so that they can hopefully eliminate miscommunication. Offering action
plans and goals so that people can have the right resources and tools for themselves and to
provide to their patients. Making sure each individual understands effective communication is a
big part of IAH as they want to provide the positive environment internally and externally to
their clients. Their mission, vision, and values of IAH should continue to be revisited and
documented thoroughly as they continue to change and grow their industry as they follow their
roadmap.
References:
Aghera, A., Emery, M., Bounds, R., Bush, C., Stansfield, R. B., Gillett, B., & Santen, S. A.
(2018). A Randomized Trial of SMART Goal Enhanced Debriefing after Simulation to Promote
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Arambula, Joaquin. (2017). Agenda. Assembly Budget Subcommittee No. 1 on Health and
https://abgt.assembly.ca.gov/sites/abgt.assembly.ca.gov/files/March%2015%202017%20Sub.%2
01%20Agenda%20APS%20SSI-SSP%20HDAP%20CDA%20CSL.pdf
Fact Sheet Unknown, Author. (2018). 2017-2018 Proposed Budget: Impact on California’s Older
Adults and People with Disabilities. The SCAN Foundation. Retrieved from:
http://www.thescanfoundation.org/sites/default/files/2017-18_proposed_budget_fact_sheet.pdf
Financial Statement Unknown, Author. (2016). SCAN Health Plan Financial Statements.
Profit/CA%20Scan%20Health%20Plan%202016.pdf
Harris, C. (2018). Personal Communication. Retrieved on August 8th, 2018 via telephonic
interview session.
Scan Foundation Unknown, Author. (2018). The SCAN Foundation. Summary of the Enacted
2017-18 Budget: Impact on California’s Older Adults and People with Disabilities. Retrieved
from: https://www.thescanfoundation.org/sites/default/files/2017-
18_enacted_budget_fact_sheet_july_2017.pdf
SCAN Unknown, Author. (2017). SCAN Behavioral Health Pilot Program for Seniors and
https://www.prnewswire.com/news-releases/scan-behavioral-health-pilot-program-for-seniors-
and-caregivers-shows-promising-results-300455851.html
Strategic Planning: Why It Makes a Difference, and How to Do It. (2009). Journal of Oncology
Terzic-Supic, Z., Bjegovic-Mikanovic, V., Vukovic, D., Santric-Milicevic, M., Marinkovic, J.,
Vasic, V., & Laaser, U. (2015). Training hospital managers for strategic planning and
http://doi.org/10.1186/s12909-015-0310-9
Unknown, Author. (2015). 2015 Report to our Communities. SCAN. Retrieved from:
https://www.scanhealthplan.com/-/media/scan/documents/mktg/community-reports/scan_2015-
commreport--10616.pdf
Unknown, Author. (2018). Independence at Home A Scan Community Services. Retrieved from:
https://independenceathome.org/
Unknown, Author. (2018). Community Benefit. Scan Health Plan. Retrieved from:
https://www.scanhealthplan.com/about-scan/community-benefit