Action Planning Process

After assessing current sustainability capacity of your patient navigation practice with the PNSAT, take the following steps to create your sustainability action plan. Visit the Tools and Templates page to download the sustainability action plan template.

Step 1: Discuss PNSAT Results with the Sustainability Planning Team, including Successes and Challenges

Review the results of the PNSAT with your organization's sustainability planning team and take some time to discuss the successes and challenges of  each Sustainability Domain within the context of your patient navigation practice. Include discussion of your responses to the guiding questions as well as scores for specific items.

Consider the similarities and differences of your individual PNSAT scores with the average scores of the sustainability planning team.

Step 2: Develop the Goal and Focus for Your Sustainability Action Plan

Step 3: Write the Sustainability Action Plan

For each sustainability objective, outline the necessary steps and timeline to achieve the objective. Be as specific as possible. For each step, include the individual(s) responsible for the work, key metrics and benchmarks, resources needed, and deadlines.

Step 4: Implement the Sustainability Action Plan

Follow the steps of the sustainability action plan, documenting progress made along the way and making adjustments to the plan as needed. We recommend checking in with the sustainability planning team and key partners at least quarterly (or more often).

Step 5: Reassess Sustainability Capacity and Update the Sustainability Plan Annually

Sustainability planning is not a one-time activity; it is an iterative process. In order to measure change in sustainability capacity over time, we recommend that the sustainability planning team retake the PNSAT at least annually and use the results to update the sustainability action plan. 

Consider: