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Three parts in. You have worked through governance, fiscal management, and program evaluation. This part brings it together.

Strategic planning is where everything you have built gets pointed in a direction. It is also where a lot of organizations get stuck, in a retreat room with a whiteboard and a facilitator, producing a document that ends up on a shelf. This part is about making sure that does not happen.

We open with service tracking and data integration, because you cannot plan strategically without knowing where you are. Data tells you what is working, what is not, and where the gaps are. From there we move into the strategic planning process itself: how to prepare, who needs to be in the room, how to choose the right tools, SWOT, SOAR, or both, and how to move from a plan that exists on paper to one that actually shapes how the organization operates day to day.

This part closes with performance measurement and a final reflection on leadership, because strategy without execution is just aspiration, and execution without leadership is just activity. The goal is both. Take the pre-test before you begin, and bring everything you have worked through in the previous three parts with you.

Course Content

Start Here
Part 4: Strategic Planning: Introduction and Learning Objectives 1 Quiz
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Lesson Content
Part 4: Strategic Planning — Pre-Test
Service Tracking & Data Integration
Service Tracking & Data Integration: Process & Analytics 11 Topics | 1 Quiz
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Lesson Content
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Storytelling Through Data
Shared Data: Improving Processes and Outcomes
Shared Data: Effective Advocacy
Driving Research and Innovation
Service Tracking Overview
Service Tracking to Build and Maintain Transparency
Leveraging Data to Strengthen Communities
Insurance Related Service Tracking Requirements
Grant Related Service Tracking Requirements
Types of Analytics
Analytics in Practice
Service Tracking & Data Integration: Knowledge Check & Reflection
Data Analysis: Process to Procedure 4 Topics | 1 Quiz
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Preparing and Understanding the Data
Monitoring and Improving Outcomes
Using Data Strategically
Key Takeaways: Data Analysis
Data Analysis: Process to Procedure — Knowledge Check & Reflection
Data Regulations and Protections 7 Topics | 1 Quiz
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De-identification Methods
HIPAA and PHI
Special Rules for Substance Use Disorder Confidentiality
Sharing Protections
Document Retention: Overview
Typical PRSS Record Retention Requirements
Typical Medical Record Retention Requirements
Data Regulations and Protections — Knowledge Check & Reflection
Systems to Manage Data 5 Topics | 1 Quiz
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Systems Storage
Selection Process: Data Management Systems
Success Factors and Failure Risks in System Implementation
Considerations for Functionality and Long-Term Success
Key Questions
Systems to Manage Data — Knowledge Check & Reflection
Key Takeaways: Service Tracking and Data Integration 1 Quiz
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Lesson Content
Key Takeaways: Service Tracking and Data Integration — Knowledge Check & Reflection
Strategic Planning
Strategic Planning Prep 4 Topics | 1 Quiz
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Strategic Planning Prep: Learning Objectives
Preparing for Your Strategic Plan: What to Expect
Pause and Reflect
Look Back Before you Look Forward
Strategic Planning Prep — Knowledge Check & Reflection
Get the Right People in the Room​ 2 Topics | 1 Quiz
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Clarify Purpose and Expectations
Preparation and Implementation Tools
Get the Right People in the Room — Knowledge Check & Reflection
Finding the Right Approach: Internal Leadership or Outside Expertise​ 4 Topics | 1 Quiz
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Setting the Stage: Facilitation
The Role of a Consultant
How to Choose a Consultant
Holding Space
Finding the Right Approach — Knowledge Check & Reflection
Choosing the Right Tool: SWOT, SOAR, or Both ​ 6 Topics | 1 Quiz
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Lesson Content
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Strategic Planning Tools: SWOT Analysis
Elevating the SWOT Analysis
Strategic Planning Tools: SOAR Analysis
Elevating the SOAR Analysis
Landscape Analysis​
Key Takeaways: SWOT and SOAR Analysis​
Choosing the Right Tool: SWOT, SOAR, or Both — Knowledge Check & Reflection
Developing Your Strategic Plan​ 9 Topics | 1 Quiz
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Lesson Content
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Implementing Your Strategic Plan
Alignment, People, and Buy-In
Key Roles
Implementation Considerations
Building the Implementation Operating System
Implementation Tools
Community
Reflection and Adaptation
Learning Objectives Review
Developing Your Strategic Plan — Knowledge Check & Reflection
Performance Measurement 3 Topics | 1 Quiz
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How to Engage in Performance Measurement
Key Indicators
Key Measurement Tools
Performance Measurement — Knowledge Check & Reflection
Leadership in Practice 1 Topic | 1 Quiz
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You’re Leading. Make It Count
Leadership in Practice — Knowledge Check & Reflection
Wrap-Up
Part 4: Strategic Planning — Wrap-Up & Next Steps
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Part 4: Strategic Planning — Post-Test
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