JOURNEYCARE

Enterprise Strategic Planning Program

Director, Business Planning & Analytics

Annual Organizational Strategic Planning Events + Department Planning Sessions

Overview Led JourneyCare’s enterprise-wide strategic planning process, designing and facilitating annual organizational strategy sessions and department-level tactical planning workshops. These events brought together 35–40 leaders—including directors, executives, and the CEO—to align on market realities, organizational priorities, and actionable goals for the coming year.

My Role Owned the full strategic planning lifecycle: agenda design, facilitation, materials development, workshop structure, leader coaching, and post-event tracking. I also built JourneyCare’s formal strategic planning framework, outlining phases, deliverables, and performance monitoring.

National Healthcare Trend Analysis

Strategic Planning Process

Strategic Planning Phases

Event Structure & Agenda Design

Designed a two-day planning experience that blended large-group strategy work with focused breakout sessions:

Day 1:
- Market trends review
- SWOT analysis
- Organizational “current state” assessment
- Visioning and future-state drafting
- Interactive contributions using storyboarding and idea boards
Day 2:
- Breakout workgroups (Finance, People, Growth, Quality, Patient Experience)
- Facilitated by leaders I trained in advance
- Strategy development, prioritization, and goal-setting
- Report-outs and alignment discussions

I drafted all materials used in these sessions, including the market study, SWOT, current-state analysis, facilitation guides, breakout instructions, and the full-day agenda.

Facilitation Approach

Used storyboarding, a method I learned at Advocate, to guide leaders through structured brainstorming, prioritization, and decision-making.
The facilitation style was intentionally fluid—leaders contributed verbally, added ideas to boards, and moved freely between stations to collaborate.
I coached breakout facilitators ahead of time, ensuring consistency in approach and clarity on desired outcomes. During Day 2, I rotated among groups, providing guidance, redirecting discussions when needed, and ensuring alignment across workstreams.

Full Day Strategic Planning Agenda

Agency Score Card (KPI Dashboard)

JourneyCare 2020 Strategic Plan (mission, vision, values, goals, metrics)

Outcomes & Impact

Completed an annual strategic plan with clear tactics, timelines, and accountable parties.
Strengthened collaboration and alignment across leadership teams.
Increased efficiency and buy-in through structured facilitation and shared ownership.
Established a repeatable strategic planning framework used in subsequent years.
Created tracking tools to monitor progress against goals throughout the year.

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