DHA8042 Vila Health™ Activity
Data Driven StrategicPlanning
Introduction
Email from Evelyn Unger
Document: Clarion Court Strategic Plan
Document: Adverse Incident Report
Document: Medicare.gov Compare Report
Stakeholder Interviews
Email Response to Evelyn Unger
Conclusion
Credits
Introduction
Strategic Planning in health care organizations involves data gathering, reviewing measures
of past performance, and other e�orts in order to identify gaps in knowledge or
misinterpretation of data. This review and analysis allows managers to improve the
strategic planning and identify the appropriate measurements to ensure goals are met.
In this activity, you will have the opportunity to review documentation and to meet with key
stakeholders in order to develop recommendations to improve the current strategic plan.
Educational Goals
After completing the activity, you will be prepared to:
Identify needs and gaps in an existing strategic plan.
Analyze quality improvement projections and budgets for gaps, mistakes, and areas
of uncertainty.
Recommend speci�c improvements to the current measurable goals in the
organization’s strategic plan.
Email from Evelyn Unger
Clarion Court Strategic Plan Analysis
From: Evelyn Unger, Project Coordinator
To: Archelia Johnston-Taylor
Archelia,
I'm going to be in and out of meetings today, but I wanted to touch base before I’m
completely unavailable.
To recap the goal of your meetings with Clarion Court, you’re looking at their strategic
planning, talking with stakeholders about their vision for the future, and putting together
some recommendations that can bridge the gaps between past performance, past
planning, and future goals.
I’ve put their last strategic plan and also some reports on key quality measures onto the
network drive for you. You should review those before heading into your meetings. I’ve
scheduled time with four key stakeholders and recommend you talk with each of them.
And, �nally, I’ll check in with you after your interviews to get your initial thoughts. Until
then, I’ll leave you to reviewing the materials I mentioned.
Let me know if you need anything.
Evelyn Unger, Data Analytics Project Coordinator
Document: Clarion Court Strategic Plan
Clarion Court Strategic Plan
2012 – 2017
This plan maps a comprehensive and forward thinking strategic plan for the operation of
Clarion Court Skilled Nursing Facility. It represents input from over 100 stakeholders, family
members, residents, sta�, and board members who helped us create a roadmap to success
according to all measures of that term.
Our goal with this plan was to create a document that would allow us to maintain our
commitment to quality care for our residents provided in a respectful and digni�ed manner
in a pleasant and homelike environment. This plan accomplishes that and provides a
framework for oversight and guidance on the part of our board and executive leadership.
Vila Health Mission Vision and Values
Mission
Vila Health is a comprehensive system of health dedicated to preventing and treating illness
and improving the health of the people it serves through innovative and compassionate
care.
Vision
Clarion Court will provide outstanding nursing and rehabilitation for every patient we are
privileged to care for. Our Vision is to be recognized as leading the way for quality and
patient satisfaction.
Values
We embrace the commitment to provide care and compassion for our patients, their
families, and our colleagues and sta� members.
We promise to make teamwork & genuine respect for one another a hallmark of the
Clarion Court workplace.
We dedicate ourselves to making improvement of the quality of care our passion and
our goal.
Clarion Court Strategic Goals
A renewed focus on resident care, services, and programs.
A leadership style that encourages communication and growth at all levels.
A healthy workplace that supports sta� ability to provide the highest level care.
A commitment to honoring and encouraging diversity in the workplace and in our
residents.
Dedication to creating a modern physical environment that provides privacy, safety,
and aesthetic satisfaction to residents and workers.
Download PDF
Document: Adverse Incident Report
Adverse Incident Report
2015 – 2016
2015 Monthly Adverse Event Reporting —Clarion Court Skilled Nursing Facility
FALLS
Jan: 5
Feb: 10
Mar: 6
Apr: 6
May: 4
Jun: 2
Jul: 9
Aug: 7
Sep: 2
Oct: 3
Nov: 1
Dec: 2
2015 Total: 57
FALL WITH MAJOR INJURY
Jan: 1
Feb: 3
Mar: 0
Apr: 0
May: 0
Jun: 0
Jul: 1
Aug: 0
Sep: 1
Oct: 0
Nov: 0
Dec: 0
2015 Total: 6
MEDICATION ERRORS
Jan: 0
Feb: 0
Mar: 1
Apr: 1
May: 0
Jun: 0
Jul: 0
Aug: 0
Sep: 0
Oct: 1
Nov: 0
Dec: 0
2015 Total: 3NEWLY REPORTED PRESSURE SORES
Jan: 5
Feb: 2
Mar: 0
Apr: 1
May: 1
Jun: 1
Jul: 0
Aug: 1
Sep: 0
Oct: 0
Nov: 0
Dec: 1
2015 Total: 12
DOCUMENTATION ERRORS
Jan: 2
Feb: 0
Mar: 0
Apr: 2
May: 0
Jun: 1
Jul: 1
Aug: 0
Sep: 0
Oct: 0
Nov: 0
Dec: 0
2015 Total: 6
2016 Monthly Adverse Event Reporting —Clarion Court Skilled Nursing Facility
FALLS
Jan: 4
Feb: 3
Mar: 1
Apr: 2
May: 0
Jun: 1
Jul: 1
Aug: 0
Sep: 4
Oct: 0
Nov: 2
Dec: 0
2016 Total: 18FALL WITH MAJOR INJURY
Jan: 2
Feb: 1
Mar: 0
Apr: 0
May: 0
Jun: 1
Jul: 0
Aug: 0
Sep: 2
Oct: 0
Nov: 1
Dec: 0
2016 Total: 7
MEDICATION ERRORS
Jan: 0
Feb: 0
Mar: 1
Apr: 0
May: 0
Jun: 0
Jul: 0
Aug: 1
Sep: 0
Oct: 0
Nov: 0
Dec: 0
2016 Total: 2
NEWLY REPORTED PRESSURE SORES
Jan: 1
Feb: 2
Mar: 1
Apr: 0
May: 2
Jun: 1
Jul: 0
Aug: 3
Sep: 2
Oct: 3
Nov: 0
Dec: 0
2016 Total: 15
DOCUMENTATION ERRORS
Jan: 0
Feb: 0
Mar: 0
Apr: 0
May: 0
Jun: 0
Jul: 1
Aug: 0
Sep: 0
Oct: 0
Nov: 1
Dec: 0
2016 Total: 2
Download XLS
Document: Medicare.gov Compare Report
Nursing Home Pro�le — Quality Measures
Clarion Court Skilled Nursing Facility
Overall Rating:
Nursing Home Information:
112 certi�ed beds
Participates in Medicare and Medicaid
Ownership: For pro�t — corporation
PERCENT OF LONG-STAY RESIDENTS EXPERIENCING ONE OR MOREFALLS WITH MAJOR INJURYClarion Court: 5.2
MN Average: 4.3
National Average: 3.3
PERCENT OF LONG-STAY RESIDENTS WITH A URINARY TRACTINFECTIONClarion Court: 2.1
MN Average: 4.1
National Average: 4.6
PERCENT OF LONG-STAY RESIDENTS WHO SELF-REPORTMODERATE TO SEVERE PAIN.Clarion Court: 6.3
MN Average: 11.3
National Average: 7.8
PERCENT OF LONG-STAY RESIDENTS WITH PRESSURE ULCERS.
Clarion Court: 6.4
MN Average: 4.4
National Average: 5.7
PERCENT OF LONG-STAY RESIDENTS LOW RISK RESIDENTS WHOLOSE CONTROL OF THEIR BOWELS OR BLADDER.Clarion Court: 62.4
MN Average: 50
National Average: 46.8
PERCENT OF LONG-STAY RESIDENTS WHO HAVE/HAD A CATHETERINSERTED AND LEFT IN THEIR BLADDER.Clarion Court: 1.9
MN Average: 3.1
National Average: 2.8PERCENT OF LONG-STAY RESIDENTS WHO WERE PHYSICALLYRESTRAINED.Clarion Court: 1.8
MN Average: 0.2
National Average: 0.7
PERCENT OF LONG-STAY RESIDENTS WHOSE ABILITY TO MOVEINDEPENDENTLY WORSENED.Clarion Court: 25.9
MN Average: 17.3
National Average: 18.2
PERCENT OF LONG-STAY RESIDENTS WHOSE NEED FOR HELP WITHDAILY ACTIVITIES HAS INCREASED.Clarion Court: 19.8
MN Average: 14.7
National Average: 15.3
PERCENT OF LONG-STAY RESIDENTS WHO LOSE TOO MUCHWEIGHT.Clarion Court: 4.2
MN Average: 6.9
National Average: 7.1
PERCENT OF LONG-STAY RESIDENTS WHO HAVE DEPRESSIVESYMPTOMS.Clarion Court: 1.6
MN Average: 4.8
National Average: 5.4
PERCENT OF LONG-STAY RESIDENTS WHO RECEIVED ANANTIANXIETY OR HYPNOTIC MEDICATION.Clarion Court: 19.4
MN Average: 13.7
National Average: 23.5PERCENT OF LONG-STAY RESIDENTS ASSESSED AND GIVEN,APPROPRIATELY, THE SEASONAL INFLUENZA VACCINE.Clarion Court: 96.2
MN Average: 96.4
National Average: 94.5
PERCENT OF LONG-STAY RESIDENTS ASSESSED AND GIVEN,APPROPRIATELY, THE PNEUMOCOCCAL VACCINE.Clarion Court: 98
MN Average: 95
National Average: 93.4
PERCENT OF LONG-STAY RESIDENTS WHO RECEIVED ANANTIPSYCHOTIC MEDICATION.Clarion Court: 23.7
MN Average: 13.6
National Average: 16.9
Download PDF
Stakeholder Interviews
You have time available to meet with all four individuals from the Clarion Court sta�. These
individuals will provide insight to the situation and help you determine your
recommendations and approach to Clarion Court’s issues.
Content of this section depends on choices made during the scenario. Complete at least
one attempt of the scenario to see your choices re�ected here.
Email Response to Evelyn Unger
Re: Clarion Court Strategic Plan Analysis
From: Evelyn Unger, Project Coordinator
To: Archelia Johnston-Taylor
Archelia,
I hope you had a productive day — I’m sure Stephen and his people brought you up to
speed on what’s going on at Clarion Court. I know you haven’t really had any time to digest
everything you learned today, but could you give me a high-level summary of what you
learned and what your next steps are?
I’m most interested in your thoughts on the key points you intend to focus on and what red
�ags you noticed during your conversations and review of the materials.
I don’t need a full draft of your presentation — just initial thoughts and impressions.
Thanks,
Evelyn
After reading the email, write a reply that addresses the leadership team's questions.
Content of this section depends on choices made during the scenario. Complete at least
one attempt of the scenario to see your choices re�ected here.
Conclusion
Congratulations! You have completed the Data Driven Strategic Planning Activity.
You're now ready to help the leaders in Vila Health and Clarion Court by analyzing their
current strategic plan for gaps and miscalculations.
Credits
Subject Matter Expert:
Christopher Miller, DHSc, MHM
Interactive Design:
Estelle Domingos, Mark Bune, Marc Ashmore
Interactive Developer:
Peter Hentges
Instructional Design:
Jae Johnson
Media Instructional Design:
Felicity Pearson
Project Management:
Julie M-Courts Greunke
Licensed under a Creative Commons Attribution 3.0 License.
