Chancellor’s Strategic Planning Retreat

1. Chancellor’s Strategic Planning Retreat April 16, 2008 John C. Adams, Ph.D.

2. What? Planning Again? • Plans are nothing; planning is everything. -Dwight D. Eisenhower • It takes as much energy to wish as it does to plan. -Eleanor Roosevelt • There is more than one path through the palms to the beach. -Hawaiian Proverbhttp://www.woodwarddavis.com/quotes.html

3. During, Before and After • Today’s agenda • Chancellor’s BIG Ideas retreat • Strategic accomplishments • Quality & performance • Assumptions • Completing the plan

4. Morning Session • Hal’s remarks • Regenerative Medicine panel • Discussion • Break • Breakout sessions • Morning sessions concludes -- 11:10

5. Afternoon Session • Bioinformatics panel – 11:20 • Discussion • Lunch • Breakout sessions • Retreat adjourns -- 2:20 • Chancellor’s Council --2:30

6. Chancellor’s Council BIG Ideas Retreat • Regenerative medicine • Bioinformatics • Curriculum renewal • Science literacy • Health workforce • Clinical research organization (CRO)

7. Today’s Work • Translate BIG Ideas into concrete goals • Exchange ideas with visiting faculty & community participants • Challenge & energize one another • Refresh rolling three-year strategic plan Focus as leaders to advance UNMC’s vision

8. Strategic Accomplishments • Education – new Healthcare Quality courses launched and new interprofessional quality exercise planned • Research – Center for Clinical and Translational Research operational • Community partnerships – Geriatric Center approved and 70% funded; “Healthy Omaha” initiated

9. International Accomplishments • 187 UNMC students went global • 463 students, researchers & scholars from 64 nations studied/worked at UNMC • UNMC sent books & supplies overseas & will host 3rd annual Int’l Student Forum - June 2-4 • UNMC & Governor signed trade agreements • Shanghai Jiao Tong University School of Medicine • China-U.S. Joint Research Center for Medical Science & Genetics

10. Strategic Accomplishments • Cultural competence – cultural competence & professionalism course being developed, workshops presented, diversity specialists collaborating • Economic growth – “Advance Nebraska” established; $700K+ of licensing revenue through December • Employee loyalty & satisfaction – career paths & training links added to NU Values

11. Performance and Quality Indicators

12. Twelve Quality Indicators • Education • Research • Health care • Rural activities • Minority recruitment & retention • Economic growth

13. Twelve Quality Indicators • Employee loyalty • Financial strength • Infrastructure • Strategic leadership • Compliance • National rankings

14. Change from Prior Year • Improved – 5 • Improved/stable – 3 • Improved/declined – 2 • Stable – 2

15. How We Rate Ourselves (against our own extremely demanding standards) • Outstanding – 0 • Excellent – 4 • Very good – 6 • Good – 1 • Fair to good – 1

16. Certification/Licensure Exams • Key standard: 100% pass rates • Change: Mixed • Rating: Very good • Examples compared to prior year: • MD Step 2 pass rate – higher • DDS Part 2 pass rate – lower

17. Research Funding & NIH Rankings • Key standard: NIH rankings @ 50th %tile • Change: Improved/stable • Rating: Fair to good • Compared to prior year: • External funding – up 0.33% • NIH rankings – 4 higher & 1 lower

18. Healthcare Quality & Patient Satisfaction • Key standard: Patient satisfaction %ages • Change: Stable • Rating: Very good • Compared to prior year: • Patient satisfaction – slightly better • Physician satisfaction – stable

19. Rural Activities • Key Standard: %age of UNMC-trained rural practitioners • Change: Stable • Rating: Excellent • Changes from prior year: • Physicians – slightly higher • Pharmacists – slightly lower

20. Minority Recruitment & Retention • Key Standard: %age of underrepresented minority faculty, staff & students • Change: Improved slightly • Rating: Good • Changes from prior year: • Underrepresented minority faculty, staff & students – mixed • Women faculty – slightly higher

21. Economic Growth and Technology Commercialization • Key Standards: Economic impact & Intellectual Property Office index score • Change: Improved • Rating: Excellent • Compared to prior year: • IPO index score – up 31% • IPO peer ranking – down to 3rd from 2nd

22. Employee Loyalty & Satisfaction • Key Standard: retention rates & employment stability • Change: Improved • Rating: Excellent • Compared to prior year: • Employee retention -- improved • Employment stability -- improved

23. Financial Strength • Key Standards: Non-general fund growth & Hospital operating margin • Change: Mixed • Rating: Very Good • Compared to prior year: • Faster non-general fund growth • Lower Hospital operating margin

24. Infrastructure • Key Standard: meeting annual construction & ITS master plan targets • Change: Improved • Rating: Excellent • Examples: • Progress on CHSE & RCE II • 14,448 telephones (Can you hear me now?)

25. Strategic Objectives/Leadership • Key Standard: 75% accomplishment of objectives • Change: Stable • Rating: Very Good • Examples: • College of Nursing Norfolk Division • OPPD land swap

26. Compliance Effectiveness • Key Standard: satisfactory external compliance reviews • Change: Improved • Rating: Very Good • Examples: • F & A rate proposal submitted • Improved effort certification reporting

27. Comprehensive National Rankings • Key Standard: national recognition of academic programs • Change: Mixed • Rating: Very Good • Compared to prior year: • USN&WR medical schools -- rural medicine ranking up to 6th from 9th (April 2007)

28. Planning Assumptions

29. UNMC • New facilities • More faculty & staff • Growing enrollment • “World-Class Musts”

30. UNMC Research • Expanded regenerative medicine • Successful CTSA application • Productive international collaborations • More NIH funding despite intense competition

31. Clinical Activities • West Omaha Cancer Center • Bellevue Medical Center • Medical office building • New geriatric facility

32. Omaha & Nebraska • New ballpark, Learning Community & Bright Futures • Older, more diverse NE population • Budget problems persist into 2009-11 • UNMC & governor promote overseas trade

33. NU and NU Foundation • Emphasis on quality, access & affordability • Strategic Framework guides actions • Recurring reallocations possible • Continued donor support for new facilities

34. National & International(from the March 17, 2008 issue of Fortune)

35. “Hillary loves lattes. McCain likes a cappuccino, but Obama is a za man [pepperoni pizza that is].”-- Scott Cedrowski

36. “The Incredible Shrinking Bull: Stock returns may never be the same--at least for this generation of investors.”--Allan Sloan

37. “If the Web is just another way to watch TV, I’m going to slit my wrists.”-David Kirkpatrick & Adam Lashinksy

38. “The $34 Trillion Problem: Medicare is poised to wreak havoc on the economy. And our presidential candidates are avoiding the issue.”--Geoff Colvin

39. “Japanese developer Minoru Mori reaches for the sky with a 101-story Shanghai tower…the world’s tallest…until completion of [Burj Dubai, which ‘seeks to embody the world’s highest aspirations’].”--Clay Chandler; www-burjdubai.com

40. The world isn’t flat. It’s TILTED.If we’re not careful, we’re going to SLIDE off.

41. Planning Calendar • Breakout session reports posted – 4/18 • Goals and milestones due – 4/30 • Chancellor’s Council adopts plan – 5/13 • Leaders, teams and measures due – 6/13 • Detailed plan published – 7/1

42. Warren’s Warning “If your adviser talks to you about double- digit returns from equities,… beware the glib helper who fills your head with fantasies while he fills his pockets with fees.” • Warren Buffet, Omaha World Herald, 3/1/08, p. 2D

43. Warren’s Wisdom “I’ve reluctantly discarded the notion of my continuing to manage the portfolio after my death – abandoning my hope to give new meaning to the term ‘thinking outside the box’.” • Warren Buffet, Omaha World Herald, 3/1/08, p. 1A

44. Warren’s Message to UNMC • Adopt concrete, measurable goals that stretch UNMC toward greatness -- turn dreams into realities. • Bypass boxes -- build a better Medical Center.

45. Sorrell Center for Health Science Education