Beyond Strategic Plan Implementation Guide
The Implementation Guide provides information and resources for the Implementation Phase of the BEYOND strategic plan, including Strategic Priorities, Objectives/Initiatives, Owners/Teams, and meeting protocols. The guide aims to support the long-term success of the plan through collaboration and effective decision-making.
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Implementation Guide Implementation Guide The purpose of this guide is to provide information and resources to help with the Implementation Phase of the BEYOND strategic plan. Background Strategic Priorities Objectives/Initiatives/Owners/Teams Meetings & Decision-Making Protocols Initiative Implementation Timeline Initiative Planning Template Objective Owner Checklist CASCADE Project Management Software Resources 2
Background Background 3 Year Strategic Plan - 2021 to 2024 that positions us for long term success. BEYOND Rankings BEYOND Borders BEYOND Classrooms and Labs BEYOND Excellence Development was led by Dr. Paul Friga and a group of MBA and undergrad students from UNC Kenan-Flagler Business School along with a Task Force made up of senior leaders from the School The plan was shaped by significant contributions from faculty, staff, students, alumni and an Advisory Committee made of partners from academia and industry 25 Planning Meetings, 475 People Hours 10 Town Halls, 300+ different participants 13 Surveys with 1,955 Responses The plan consists of 4 phases: Assessment, Visioning, Strategy & Implementation 3
Background Background Going BEYOND Together We are moving into a new phase for the UNC Eshelman School of Pharmacy. We have developed a strong plan together. We will address our sustainability issues together. Only together can we can go BEYOND excellence. 4
Strategic Priorities Strategic Priorities Create the most engaging culture Carla White Suzie Harris Angela Lyght Foster Diversity, Equity, & Inclusion Improve Well-being & Resiliency Expand Engagement Accelerate innovation and transformational change in pharmacy and the pharmaceutical sciences Prioritize Research & Translation Develop Educational Offerings Advance Practice K. Brouwer/J. Bamforth Mary McClurg Stefani Ferreri Improve operating efficiency to invest in strategic areas Matt Rivenbark Angela Kashuba Scott Savage Optimize Cost/Expense Levers Drive New Revenue Generation Enhance Facilities and Physical Space 5
Priority #1: Priority #1: Create the most engaging culture Create the most engaging culture Objectives Initiatives Proposed Team Members Recruit and retain diverse talent Ami Patel, John Bamforth, Annie Hager-Blunk, Pamela Davis-Reeves, Klarissa Jackson, Jennifer Lafata, Sara Pettaway, Nicole Kenny, Justin Veeder (postdoctoral fellow), Kevin Wiltz (alumnus), Christian Brown (PY2), Ava Vargason (graduate student), Marshall Winget (PY2) Foster Diversity, Equity, & Inclusion (Carla White) Prepare culturally intelligent professionals Build an inclusive community Create a comprehensive employee and student wellbeing program Improve Well-being & Resiliency (Suzie Harris) Brad Wingo, Mike Jarstfer, Heidi Anksorus, Mike Mulkeen, Kyle Ritter (PY2), Frank Tillman (UNCH) Establish cross-campus collaborations to implement best practices that promote well- being and resiliency across health sciences Provide access to mentorship and educational opportunities for career advancement and continuous professional development Scott Savage, Mary McClurg, Jo Ellen Rodgers, Austin Companion, Laura Bratsch, Adam Persky, Ashlie Thomas , Carla Mayorga Expand Engagement (Angela Lyght) Improve culture through school and unit- specific initiatives 6
Priority #2: Priority #2: Accelerate innovation and transformational change in Accelerate innovation and transformational change in pharmacy & pharmaceutical sciences pharmacy & pharmaceutical sciences Objectives Initiatives Proposed Team Members Create a strategy and secure significant personnel resources to become a recognized leader in neuroscience drug discovery/development & therapeutic applications Near Term: Sumitra Pati, Ruth Everett, Nathan Blouin Long Term: add Stephen Frye, Erin Heinzen, Jeff Aube, Bryan Roth Prioritize Research & Translation (Kim Brouwer/ John Bamforth) Use translation and entrepreneurship to deliver tangible new products and services all the way to the market; enhance IP commercialization for greater success Roy Zwahlen, Kelly Collins, Stefanie Ferreri Education Advisory Committee (EAC) - Mary McClurg, Amanda Corbett, Wendy Cox, Stephen Eckel, Chris Gosk, Josh Guffey, Mike Jarstfer, Catherine MacAllister, Jacqui McLaughlin, Denise Rhoney, Carla White, Heidi Collins Launch new high value, sustainable degree programs Develop Educational Offerings (Mary McClurg) Launch micro credential, professional education, and resources for emerging and untapped careers EAC, and additional staff and faculty Establish programs to attract and retain students in rural and underserved areas in NC EAC, Wendy Cox, Mike Jarstfer Transform the business model to develop sustainable pharmacy services in NC Proposed: Mary McClurg, Greene Shepherd, Mollie Scott, Jon Easter, and Stephanie Kiser, Betsy Sleath, Nicki Reitter, Macary Marciniak, Benyam Muluneh, Lesha Carpenter, UNC Health (Udobi Campbell, Tim Weber), Western and Eastern (Skip Cummings) NC representatives, Payor perspective (Medicaid, BCBS) Advance Practice (Stefanie Ferreri) Advance the delivery and quality of patient care in community pharmacy and ambulatory care across NC 7
Priority #3: Priority #3: Improve operating efficiency to invest in strategic areas Improve operating efficiency to invest in strategic areas Objectives Initiatives Proposed Team Members Create resource allocation for all expenses Core: Scott Savage, and Roy Zwahlen. Others: Budget Committee (BC) and FAO Directors - Albert Bowers, Shawn Hingtgen, Mary McClurg, Shawn dos Santos, Mollie Scott, Betsy Sleath, Bill Zamboni, Kim Brouwer, Nicole Kenney, Jason Martin, Stan Parker, Jason Whitley, Dave Maldonado Optimize Cost/Expense Levers (Matt Rivenbark) Create transparent process for discontinuing initiatives and removing redundant activities Refinance and pay off facility/building debt Improve go to market strategy for new initiatives and partnerships Scott Savage, Roy Zwahlen, Stan Parker, Bob Dieterle Drive New Revenue Generation (Angela Kashuba) Scott Savage, Mary McClurg, Mollie Scott, Stephen Eckel, Betsy Sleath, Wendy Cox, Carla White, Annie Hager-Blunk, Kim Brouwer, Roy Zwahlen, John Bamforth, Kelly Collins, Tab Waldrop Align strategic priorities with fundraising priorities to drive more philanthropic investment Sustainably operationalize and grow the Eshelman Institute of Innovation John Bamforth, Kelly Collins, Roy Zwahlen, Scott Savage Improve shared space for students, faculty, staff, and collaborators to interact and engage Stan Parker, Brad Wingo Enhance Facilities and Physical Space (Scott Savage) Develop facility plan that aligns with priorities, campus partners and multi-campus presence Evan Yassky Allocate sufficient funds for space maintenance and technology upgrades Jason Martin, Chris Allen, Budget Committee 8
Meetings & Decision Making Meetings & Decision Making Meeting Type Topic Outcome Attendees 3 Present Initiative Plan (template) Goals/Timing Roles & Responsibilities Metrics Dean s Council Approval 6-10 Develop & Execute Initiative Plan (template) Goals/Timing Roles & Responsibilities Metrics Quarterly Progress Updates Project Teams Obj Leader Initiative Team 2 Collaboration & Engagement updates Exec Committee 8-20 Town Halls Faculty Staff Students Post Docs Board Alumni/Friends 1 Schoolwide Kick Off (Feb 25) Awareness Quarterly Progress Updates 2-500 9
Initiative Implementation Timeline Initiative Implementation Timeline Step 3 Initiative Execution Step 1 Initiative Plan Development Step 2 Initiative Plan Approved Step 4 Reporting & Sharing Monthly Project Team Meetings Review Initiative Plan status and update progress; Adjust plan as necessary Update CASCADE Objective Leader Kick Off meeting w/OE(Chris Gosk) Objective Leaders finalize their Project Team Project Team Meetings Scheduled Initiative Plan developed with SMART goals, completion dates, roles & responsibilities and metrics (see template) Objective Leaders present Initiative Plans to Dean s Council (template) Feedback and adjustments made Plan approved by Dean s Council Initiative Plans and metrics published to CASCADE Objective Leaders provide Initiative Plan status updates to the Executive Committee Town Hall/Forum Updates 10 Mar - May Monthly May 30 Jul | Oct | Jan | Apr
Initiative Plan Approval Template: Initiative Plan Approval Template: present to Dean s Council for initial approval initial approval Priority #3 Improve operating efficiency to invest in strategic areas Objective Drive new revenue (Kashuba) Initiative Improve go to market strategy for new initiatives and partnerships Team Kashuba, Savage, Zwahlen, Parker, Dieterle Goals: what needs to be accomplished Start End Responsible (does the job) Accountable (obj owner, approver) Consult (provides input) Inform JB AK RZ,KC,SS DC, EC Identify products and services JB AK RZ,KC,SS DC. EC Identify & prioritize target audiences for each product and service SP AK JB,RZ,KC DC, EC Develop value proposition and messaging BD, KC AK JB,RZ,SS DC, EC Develop a business development plan SP AK JB, KC, RZ DC, EC Develop a marketing plan SP AK JB,KC,BD DC, EC Develop marketing and sales materials SS AK SP,BD DC, EC Finalize budget SP/BD/JB/KC AK SS/RZ DC, EC Campaign starts 11 Metrics: Leads Generated, Meetings/Presentations, Proposals Made, # of New Contracts, Revenue
Initiative Plan Update Template: Initiative Plan Update Template: used for Executive Committee quarterly updates updates Priority #3 Improve operating efficiency to invest in strategic areas Objective Drive new revenue (Kashuba) Initiative Improve go to market strategy for new initiatives and partnerships Team Kashuba, Savage, Zwahlen, Parker, Dieterle Goals: what needs to be accomplished Start End Responsible Status Comments JB/RZ/SS Identify products and services JB/KC/BD Identify & prioritize target audiences for each product and service SP Develop value proposition and messaging BD, KC Develop a business development plan SP Develop a marketing plan SP Develop marketing and sales materials SS Finalize budget SP/BD/JB/KC Campaign starts 12 Metrics: Leads Generated, Meetings/Presentations, Proposals Made, # of New Contracts, Revenue
Objective Owner Checklist Objective Owner Checklist Checklist Activity Expected Outcomes Due Date 1. Review high level process flow and expectations 2. Overview of checklist Q&A 3. Overview of Cascade goal update and tracking process No later than March 19th Attend Kick-Off meeting with Chris Gosk and Colleen McKendry 1. Objective Owner and Initiatives Team meet 2. Discuss each initiative and determine the goals you will need to define 3. Ensure the goal has an owner, start date and completion date and a logical plan to track progress 4. Complete Plan Template No later than April 30 Create a DRAFT of your Initiative Plan: SMART Goals Key Dates: Start & Finish Roles & Responsibilities Key Metrics 1. Objective owner presents plan (template) to the Dean s Council to review goals and gain support to make them FINAL 2. Does the goal seem attainable? Have you identified an owner of the goal for tracking / status updates? No later than May 30 Dean s Council Plan Approval SMART Goals Key Dates: Start & Finish Roles & Responsibilities Key Metrics 1. Ensure you invite any goal owners to the meeting with Chris 2. In the meeting, the Goal owners will be able to add their goals and begin the tracking process No later than May 30 Set-up meeting with Chris Gosk to obtain your Cascade account. 1. Obtain evidence that you have impacted progress against the goal 2. Update the progress of the goal in Cascade. Named owners of goals can update goals they own. 3. Goal owner update the RISKS / BARRIERS providing information that will be helpful for status updates and reviews No later than July 1 No later than Oct 1 No later than Jan 1 No later than Apr 1 Track goal progress on a quarterly basis. 13
Project Management Software Organized like our plan: Strategic Priorities Objectives Initiatives Scorecard Real time reporting on progress & metrics Transparency 14
Resources Resources BEYOND microsite: Beyond - FAO UNC Eshelman School of Pharmacy Digital Brochure Kick Off Meeting Powerpoint Slides Kick Off Meeting Video Implementation Guide Strategic Plan Background and Development CASCADE Scorecard Chris Gosk Office of Organizational Effectiveness, Planning, and Assessment cgosk@unc.edu 919-445-3035 15
