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Growth Action PlanWorksheet
How to Use the Growth Action Plan Worksheet• Usinginputfrommultiplestakeholders,choose1-2strategiesfromwithin the ten key planning
areastoworkonduringthenextyear.Intheindexbelow,marktheboxtotheleftofthestrategyyouhavechosentoworkon.Spaceisprovidedtoaddyourownstrategy.
Note: Itisrecommendedthatatleastonestrategybeselectedforeachkeyplanningarea.However,theneeds,experiencesandprioritiesforself-managementeducation(SME)providerscandifferconsiderably.
• Onthenextpages(45-47),marktheboxtotheleftofthestrategyyouhaveselected,andthenwrite-inthefirstmajoractivity.Pleasedesignateastrategynumber(i.e.7.2)foreachactionstep/timelineandincludeanestimateddateforcompletion.
• Indicateyourlevelofconfidenceinachievingtheactivitybythedateselected.Consistentwithself-managementgoal-setting,activitiesshouldhaveahighlevelofconfidence(scoreof7orgreater)tobeincludedintheGrowthActionPlan.
• Itisrecommendedthatthisworksheetbeupdatedtwiceperyear.
#1: Revenueq 1.1 ServiceFeeScheduleq 1.2 DiscountsandDealsq 1.3 CompetitiveGrantApplicationq 1.4 GrantPartnerorSubcontractorq 1.5 LocalFoundationsq 1.6 ServiceContractsq 1.7 CharitableContributionsq 1.8 ______________________________
#2: Marketingq 2.1 KeyMessagesq 2.2 CollateralMaterialsq 2.3 PresentationsandForumsq 2.4 EarnedMediaq 2.5 SocialMediaq 2.6 OpenHouseq 2.7 Word-of-MouthCampaignq 2.8 Brandingq 2.9 PublicServiceAnnouncementsq 2.10PointofSalePromotionsq 2.11 ______________________________
#3: Referral Networkq 3.1 IdentifyProspectivePartnerq 3.2 FormalizePartnershipAgreementsq 3.3 ReferralIntakeProcessq 3.4 OfferPartnershipTiersq 3.5 PublicRecognitionq 3.6 AssessNeedsofPartnersq 3.7 ProvideFeedbackq 3.8 Leadershipq 3.9 ______________________________
#4: Competitionq 4.1 LocalCompetitorIdentificationq 4.2 NewEntrantsq 4.3 ServicesAvailableOutsidetheMarketq 4.4 CompetitorObjectivesandStrategiesq 4.5 CompetitorResourcesandCapabilitiesq 4.6 CompetitorForecastProfileq 4.7 CollaborationwithCompetitorsq 4.8 ReduceCompetitionq 4.9 ______________________________
#5: Service Operationsq 5.1 MasterTrainersq 5.2 LeaderIdentificationq 5.3 LeaderTrainingq 5.4 LeaderRetentionq 5.5 MenuofServiceOptionsq 5.6ConsistentCourseOfferingsq 5.7 QualityAssuranceandFidelityq 5.8 ______________________________
#6: Evaluationq 6.1 CaseforDataCollectionq 6.2 DataCollectionMethodsq 6.3 ProgramEvaluationq 6.4 CommunicatingOutcomesq 6.5 ______________________________
#7: Organizational Supportq 7.1 StatementofOrganizationAlignmentq 7.2 Championsq 7.3 ClarifyRolesandOrganization
Structureq 7.4 PatientCareTeamIntegrationq 7.5 VolunteerManagementq 7.6 SuccessionPlanningq 7.7 ParticipantAdvisoryCouncilq 7.8 StaffTrainingandEducationq 7.9 ______________________________
#8: Community Supportq 8.1 AdvisoryCouncilq 8.2 CommunityHealthCoalitionProgramq 8.3 Local,InfluentialLeadersq 8.4 NewPartnershipsq 8.5 ExpertPresentations
andTrainingProgramsq 8.6 ______________________________
#9: Advocacyq 9.1 JoinPolicyDevelopmentOrganizationq 9.2 CommunityNeedsAssessmentq 9.3 DevelopTalkPointsq 9.4 EducateElectedOfficialsq 9.5 ______________________________
#10: Resource Linkages q 10.1ActivewithMAOPq 10.2ProgramCurriculumOriginatorsq 10.3ProfessionalAssociationMembershipsq 10.4______________________________
#1: Revenueq 1.1 ServiceFeeScheduleq 1.2 DiscountsandDealsq 1.3 CompetitiveGrantApplicationq 1.4 GrantPartnerorSubcontractor
Active Strategies Confidence Level Active Strategies Confidence Level
q 1.5 LocalFoundations q 1.6 ServiceContracts q 1.7 CharitableContributions q 1.8 __________________________
#2: Marketingq 2.1 KeyMessages q 2.2 CollateralMaterials q 2.3 PresentationsandForums q 2.4 EarnedMedia q 2.5 SocialMedia q 2.6 OpenHouse
q 2.7 Word-of-MouthCampaign q 2.8 Branding q 2.9 PublicServiceAnnouncementsq 2.10PointofSalePromotions q 2.11__________________________
#3: Referral Networkq 3.1 IdentifyProspectivePartners q 3.2 FormalizePartnership
Agreementsq 3.3 ReferralIntakeProcess q 3.4 OfferPartnershipTiers
q 3.5 PublicRecognition q 3.6 AssessNeedsofPartners q 3.7 ProvideFeedback q 3.8 Leadership q 3.9 __________________________
Next Action Steps(s) and Timeline:
Next Action Steps(s) and Timeline:
Next Action Steps(s) and Timeline:
#4: Competitionq 4.1 LocalCompetitorIdentificationq 4.2 NewEntrants q 4.3 ServicesAvailableOutside
theMarketq 4.4 CompetitorObjectives
andStrategies
q 4.5 CompetitorResources andCapabilities
q 4.6 CompetitorForecastProfile q 4.7 CollaborationwithCompetitorsq 4.8 ReduceCompetition q 4.9 __________________________
#5: Service Operationsq 5.1 MasterTrainers q 5.2 LeaderIdentification q 5.3 LeaderTraining q 5.4 LeaderRetention
q 5.5 MenuofServiceOptions q 5.6ConsistentCourseOfferings q 5.7 QualityAssuranceandFidelityq 5.8 __________________________
#6: Evaluationq 6.1 CaseforDataCollection q 6.2 DataCollectionMethods q 6.3 ProgramEvaluation
q 6.4 CommunicatingOutcomes q 6.5 __________________________
Active Strategies Confidence Level Active Strategies Confidence Level
Next Action Steps(s) and Timeline:
Next Action Steps(s) and Timeline:
Next Action Steps(s) and Timeline:
#7: Organizational Supportq 7.1 StatementofOrganization
Alignmentq 7.2 Champions q 7.3 ClarifyRolesandOrganization
Structureq 7.4 PatientCareTeamIntegration
q 7.5 VolunteerManagement q 7.6 SuccessionPlanning q 7.7 ParticipantAdvisoryCouncil q 7.8 StaffTrainingandEducation q 7.9 __________________________
#8: Community Supportq 8.1 AdvisoryCouncil q 8.2 CommunityHealthCoalition
Programq 8.3 Local,InfluentialLeaders
q 8.4 NewPartnerships q 8.5 ExpertPresentations
andTrainingProgramsq 8.6 __________________________
#9: Advocacyq 9.1 JoinPolicyDevelopment
Organizationq 9.2 CommunityNeedsAssessment
q 9.3 DevelopTalkPoints q 9.4 EducateElectedOfficials q 9.5 __________________________
#10: Resource Linkages q 10.1ActivewithMAOP q 10.2ProgramCurriculumOriginators
q 10.3 ProfessionalAssociation Memberships
q 10.4__________________________
Active Strategies Confidence Level Active Strategies Confidence Level
Next Action Steps(s) and Timeline:
Next Action Steps(s) and Timeline:
Next Action Steps(s) and Timeline:
Next Action Steps(s) and Timeline: