Planning, Management and Leadership for Health IT

1. Planning, Management and Leadership for Health IT Overview of the Strategic Planning Process Lecture a – IT Plans and Organizational Alignment This material (Comp 18 Unit 6) was developed by the University of Alabama at Birmingham, funded by the Department of Health and Human Services, Office of the National Coordinator for Health Information Technology under Award Number 90WT0007. This work is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. To view a copy of this license, visit http://creativecommons.org.

2. Overview of the Strategic Planning ProcessLearning Objectives • To describe the importance an IT plan • Describe the difficulties with aligning IT and organizational goals • Describe the steps in creating an IT Plan • Describe the component parts of an IT Plan

3. What is an IT Plan? • Strategic Information Systems Plan (SISP) • IT-specific programs or projects that help an organization achieve its business goals • Includes cross-functional planning group • Effective IT strategy • Business/clinically driven • Based on known IT initiatives • Prioritized along dimensions of risk and value Source: (Smaltz & Carpenter, 2008.)

4. What is an IT Plan? (2) • Strategic and Tactical Plans • Tactical —short term to propel operations • Strategic—link between organizational strategy and supporting IT Source: (Smaltz & Carpenter, 2008.)

5. Importance of an IT Plan • IT plans can support organizational goals • Assures clinical and administrative systems are capable of meeting goals • Can suggest timing or priority of goals

6. Importance of an IT Plan (2) • IT plans guide decision making across time • Integrating plans for long- and short-term projects • Roadmap for different projects • Priorities among projects

7. Importance of an IT Plan (3) • IT plans align and prioritize organizational programs and projects • Planning process forces thinking about organizational direction • Needs conscious alignment of projects and goals

8. Why is IT Alignment Difficult? • Expectations Differ • Difficult to quantify expenses • Business and IT needs often estimated • Incorrect estimates affect both business and IT decisions and outcomes • Expectations must be managed • Stakeholders need clear understanding of scope and outcome

9. Why is IT Alignment Difficult? (2) • IT Track Record • Project overruns • Failure to deliver • Failure to include key stakeholder

10. Why is IT Alignment Difficult? (3) • Balance of power within the organization • Formal, recognized power • Informal, charismatic leader • Must align stakeholder expectations

11. Participation in a Strategic Planning Process • Must be undertaken by multiple stakeholder groups • Clinical • Business • IT • Must be communicated, understood and supported by multiple stakeholder groups

12. Overview of IT Planning Process Reprinted with permission. Hickman GT and Smaltz DH. The Healthcare Information Technology Planning Fieldbook: Tactics, Tools and Templates for Building Your IT Plan. Chicago: HIMSS; 2008.

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20. IT Planning • M.J. Earl • Not a separate process • Has no beginning or end Source: (Earl, 1993.)

21. IT Planning 2 • M.J. Earl • Involves shared decision making and shared learning between IT and the organization • Emphasizes themes Source: (Earl, 1993.)

22. Bringing it Home • Implementation decisions are arrived at because of IT planning, not the other way around • Good IT plans can enable organizational change • Consultants can support strategy, but should not drive it

23. Bringing it Home 2 • Consultants need to understand the organization’s IT plan • Helps them understand organizational and IT goals

24. Bringing it Home 3 • An organization’s strategic plan doesn’t always align with the IT strategic plan • Changes over time • Planning needs to be continual to realign

25. Overview of the Strategic Planning Process Summary – Lecture a • Organizational strategy • Supporting IT infrastructure

26. Overview of the StrategicPlanning ProcessReferences – Lecture a References Earl MJ. Experiences in strategic information systems planning. MIS Quarterly. 1993;17(1):1-24. Hickman GT, Smaltz DH. The healthcare information technology planning field book: tactics, tools and templates for building your IT plan. Chicago: HIMSS; 2008:5. Smaltz DH, Carpenter R. Governing proverbial black holes:  IT governance case studies from two healthcare service delivery organizations.  Paper presented at:  National Symposium for Healthcare Executives; 2008 July 24; Sandestin, FL, USA. Images Slides 12-19: Hickman GT and Smaltz DH. The Healthcare Information Technology Planning Fieldbook: Tactics, Tools and Templates for Building Your IT Plan. Chicago: HIMSS; 2008: Reprinted with permission.

27. Planning, Management and Leadership for Health ITOverview of the Strategic Planning Process Lecture a This material was developed by the University of Alabama at Birmingham, funded by the Department of Health and Human Services, Office of the National Coordinator for Health Information Technology under Award Number 90WT0007.