4 Critical Factors Influencing Culture in the Development of an Inaugural Strategic Plan (2024)

Brandon Klar, MHSA, Senior Manager, The Camden Group -

With more healthcare organizations consolidating every year, it is critically important that newly formed systems develop a comprehensive strategic plan that sets the new organization's path towards success. While developing this "inaugural" strategic plan will involve the customary analytical analyses such as evaluating service line offerings, market share position, financial opportunities and relationship strategies, one element that is often overlooked in the development of the inaugural strategic plan is the influence the process has on the creation of a new system culture.

The new system board and executive team must recognize that each organization has had years, decades or even centuries to develop its independent culture, but the values and beliefs that once existed for heritage organizations now must change for the sake of the new system. During the development of the inaugural strategic plan, paying particular attention to the following four factors will enable a successful roll-out of an inaugural strategic plan with the support of a system-wide unified culture.

1. Organizational involvement. The development of an inaugural strategic plan should be a highly inclusive process involving both internal and external stakeholders that want to see the organization succeed. Involvement throughout all levels of the new system in the planning process will help establish from the onset that the organization is looking for constructive input and innovative ideas as it sets its corporate path. Stakeholder involvement instills a sense of ownership, which is critical to establishing a progressive culture and assuring that the strategic plan gets implemented with unified support. The development of a strategic plan with just the board and hospital leadership results in a strategic plan with no "heart."

2. Shared mission and unified vision. Each heritage organization has entered the system with a set of cultural norms and a rich history; it is important to respect this history, but also establish that the new system must start its own new journey. One way to do this is through the development of a new shared mission and a singular organizational vision that incorporates the heritage organizations. Sharing this new mission and vision and empowering key leaders and front-line staff to drive their service lines and departments towards the shared vision is one way to build a culture of prosperity that can help effectuate the strategic plan.

3. Clear expectations. Anxiety is common throughout any affiliation, especially when organizations have operated with a specific set of cultural norms and assumptions that are now changing. A single unified management team philosophy is critical in developing and implementing a sound inaugural strategic plan. Setting and communicating clear expectations will help reduce anxiety, establish each member's new roles and responsibilities and construct a new culture grounded in transparency and accountability. Develop new corporate policies and procedures, new job descriptions and a new system recognition program. All three will help set the stage for expectations and create new cultural norms that will impact behavior throughout the system.

4. Communication. There is no such thing as too much communication. From open forums to formal presentations to print materials, these are all important mechanisms to communicate the new mission and shared vision of the organization. A culture cannot become successful until its stakeholders have faith in the new system's vision and values and have a comfort level at translating that into their day to day jobs. Communication should be clear and concise but also allow for multiple forms of feedback on a continuous basis.

The development of a new system's inaugural strategic plan is not an easy task and will take significant time and effort from many. Taking the time during that process to be inclusive and engage the organization at all levels will help build the support needed to rolling out a successful strategic plan and assure the achievement of the vision that the leadership desires.

Brandon Klar may be reached at bklar@thecamdengroup.com.

More Articles on Strategic Planning:

Strategic Planning Framework: The Importance of Vision
Strategic Planning Framework: The Importance of Mission
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4 Critical Factors Influencing Culture in the Development of an Inaugural Strategic Plan (2024)

FAQs

What are the four factors that influence the development of culture? ›

The creation of culture is influenced by a variety of factors, including geography, history, language, religion, politics, economics, and the influence of other cultures. Geography, for example, can influence the cultural traditions, customs, and lifestyles of a particular group of people.

What is culture in a strategic plan? ›

Culture, defined as the shared values, beliefs, norms, and behaviors that define how people within an organization interact with one another, plays a pivotal role in the success of any organizational strategy.

What important factors do you consider when building a strategic plan? ›

6 Strategic Planning Best Practices
  • Create a Collaborative, Inclusive Process. ...
  • Operate Off Data — Not Assumptions. ...
  • Set an Expectation for Shared Responsibility and Ownership. ...
  • Prioritize Transparent Communication. ...
  • Think Past the Strategic Plan. ...
  • Commit to Making Changes — Especially Leadership.

What factors should be considered in the development phase of strategic planning? ›

In our work with clients, we've found five factors that contribute to successful plan development and implementation, while boosting credibility with business leaders.
  • Remember the purpose of planning. ...
  • Use facts and data. ...
  • Tie your plan to specific business objectives. ...
  • Set verifiable goals. ...
  • Build in accountability.
Sep 28, 2020

What are the 4 influences of culture? ›

The influences of culture include human behaviors, beliefs, values, fashion, and lifestyle, which can be affected by social media.

What are the 4 key factors of culture? ›

The major elements of culture are symbols, language, norms, values, and artifacts. Language makes effective social interaction possible and influences how people conceive of concepts and objects.

What are the four 4 elements of a strategic plan? ›

The four most widely accepted key components of corporate strategy are visioning, objective setting, resource allocation, and prioritization.

What are the four P's of strategic planning? ›

A simple model made up of “Four Ps” can help companies create this advantage. These Ps are Perceptions, Performance, Purpose, and Process. There are six different stakeholder groups you should be listening to periodically to determine whether you're moving in the right direction.

What are the 4 phases of strategic management? ›

The four stages of strategic management process are formulation, implementation, evaluation and control. Elements of strategic management process – establishing the hierarchy of strategic intent, formulation of strategies, implementation of strategies and performing strategic evaluation and control.

What are the four factors that underpin a strategic plan? ›

Four Key Factors for Success During the Strategic Planning...
  • 1: YOUR STRATEGIC TEAM. Determining who will be part of the Strategic Planning Team should be easy. ...
  • 2: YOUR STRATEGIC GOALS. ...
  • 3: SET STRATEGIC PRIORITIES. ...
  • 4: DON'T FIGHT THE PLAN.
Jun 17, 2019

What are four factors that could influence cultural change? ›

Cultural change can have many causes, including the environment, technological inventions, and contact with other cultures. Cultures are externally affected via contact between societies, which may also produce—or inhibit—social shifts and changes in cultural practices.

What are 4 key concepts of culture? ›

Key Takeaways

The major elements of culture are symbols, language, norms, values, and artifacts.

What are the 4 elements that affect cultural patterns? ›

In summary, some of the common elements that make up individual cultures are symbols, language, values, and norms. A symbol is anything that is used to stand for something else.

What are the four 4 significant factors in the formation of popular culture? ›

So urbanization, industrialization, the mass media and the continuous growth in technology since the late 1700s, have all been significant factors in the formation of popular culture. These continue to be factors shaping pop culture today. Sources of Popular Culture There are numerous sources of popular culture.

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