250636 Use Community Balanced Scorecards to mesh strategic planning, health improvement planning, and accreditation

Tuesday, November 1, 2011: 1:10 PM

Paul David Epstein , Results That Matter Team, Epstein & Fass Associates, New York, NY
This paper and presentation will explore how Community Balanced Scorecard (CBSC) tools are being used by state and local health departments for community health improvement planning and strategic planning. It will especially focus on two states—Delaware and New York—that have begun using these tools to produce either a strategic plan AND simultaneously prepare for accreditation. And it will also examine several local health departments in other states that have used these tools for health improvement plans. Delaware and New York are also connecting their plans to their emerging performance management systems. The author was engaged by ASTHO to assist these states through a CDC-funded accreditation technical assistance program. The range in size and public health organization of the two states and local health departments will provide an interesting mix of cases and comparisons in planning approaches. The author will also show how a “strategy mapping template” developed based on the essential services of public health and the accreditation domains of the Public Health Accreditation Board (PHAB) helps health departments achieve dual or triple purposes with CBSC tools. By structuring their strategic plans and community or state health improvement plans based on such a template, health departments not only achieve pre-requisites for accreditation, they also position themselves to make strategic improvements that can be tracked back to the PHAB domains for evidence of making progress toward accreditation standards. Also, as CBSC tools are outcome-oriented, this approach provides a route to accreditation that is focused on improving public health outcomes rather than a “check the box” approach to accreditation.

Learning Areas:
Administration, management, leadership
Program planning
Public health administration or related administration
Public health or related organizational policy, standards, or other guidelines
Systems thinking models (conceptual and theoretical models), applications related to public health

Learning Objectives:
Identify how strategies for organizational strategic plans and community or state health improvement plans can be mapped from a Community Balanced Scorecard template based on the PHAB accreditation domains Describe how a top level strategy map can tie together various ground-level issue-oriented and program-oriented strategies for a unified state or local health department strategic plan Compare how different states and communities have adapted these tools in their own ways to work on their strategic issues in their own settings. Assess how these tools can work for collaborative strategies for community or state health improvement planning, for strategic planning, and accreditation preparation.

Keywords: Accreditation, Community Health Planning

Presenting author's disclosure statement:

Qualified on the content I am responsible for because: I have been assisting 7 community health partnerships (including 6 local health depts), 2 NACCHO teams, 14 state and community medical reserve corps, and 3 state health depts in using the Community Balanced Scorecard tools I will present. ASTHO and NACCHO, with CDC and USPHS funding, have used me to help their members and constituents use these tools. And the Public Health Foundation has published my chapters on these and related tools in THE PUBLIC HEALTH QUALITY IMPROVEMENT HANDBOOK (Milwaukee: ASQ Quality Press, 2009).
Any relevant financial relationships? No

I agree to comply with the American Public Health Association Conflict of Interest and Commercial Support Guidelines, and to disclose to the participants any off-label or experimental uses of a commercial product or service discussed in my presentation.