Clear Choice Health Plans Strategic Planning utilizing the Baldrige Principles


CCHP Profile
Clear Choice Health Plans (CCHP) is a local, innovative insurance company that offers health insurance, including individual plans, Medicare Advantage plans, commercial plans, and administrative services, to individuals and businesses throughout Central Oregon, Eastern Oregon, and the Columbia Gorge.


CCHP Profile
• 1995 – Est. to administer the Oregon Health Plan (OHP) • 1998 – Started providing Medicare Advantage products • 2001 – Commercial plans introduced for large employer groups (50+ employees) – Third Party Administration (TPA) for self-insured • 2004 – Commercial plans for small employer groups • 2006 – Individual Plans


Strategic Planning

Methodology: • Focuses on Development and Deployment • Link to Vision, Mission & Strategies of company • Consistency with CCHP’s Organizational Profile • Short and Long term horizons based upon S.W.O.T. analysis • Short-term planning addressed through yearly goals and objectives tracking. Long-term planning addressed through the company’s growth plan, which is reviewed and modified annually.


AnnualStrategic Planning Process
• Key participants
– Executive Team – Board Members – MST
Executive Team develops Corporate Goals & Objectives MST development of Objectives & Action Plans

•

Key inputs
– – – – – – Industry data Review of competitors Internal measurements (KPI’s) Board members CCHP Associates Other as needed

Quarterly assessment meetings between ET & MST

Presentation of annual plan to Board


Strategic Planning
Objectives & Action Plan Development & Deployment
– Department specific – Linked to Corporate Goals – CCHP Tracking System • Shows real-time status of completion • Allows modification of Target Dates, Responsibilities, etc. based upon business needs. • System allows delegation of Action Plans, which fosters commitment and ownership by all staff. This leads to impact by all employees to strategic goals and objectives, which support our Vision, Mission, and Strategies.


Strategic Planning

Corporate Strategy:
Corporate Goal:

Department Objective:

Objective Outcome Measurement:

Measurement Validation:
Individual Responsible: Objective Completion %

28%

Target Completion Date:
Target Compl etion DateActual Completion Date:
Actual Com pletio n Date

Action Plan(s)

Individual Responsible

% Completed

Comments/Validation

1 2 3

AP #1 AP #2 AP #3

15% 15% 55%


Strategic Goal #1 #2

Department Objective(s) NA 2.1 2.2 2.3 3.1 3.2 3.3 NA 5.1 5.2 5.3 5.4

Target Date NA 12/31/05 3/31/06 4/30/06 3/1/06 5/31/06 5/31/06 NA 11/10/05 12/31/05 12/31/05 1/31/06 NA

Date Completed

M easurement Validation NA 0 0 0 0 0 0 NA Tracking system in place and monitored by Corporate QA Coordinator. Enhanced system proposed for 2006-2008 Strategic Cycle. Risk Management Team's involvement is assisting departments in developing goals that align w ith MVCVS. Staff Coaching / Personal Goals Worksheet aligned w ith Corporate Strategies 0 NA

Status NA 100% 0% 0% 15% 0% 0% NA 100% 100% 100% 100% NA

Strategic Planning
12/27/05 1/0/00 1/0/00 1/0/00 1/0/00 1/0/00 NA 11/15/05 12/31/05 12/31/05 1/31/06 NA

NA

#3

#4 #5

#6

NA

Total objectives Total completed Total remaining % completed

10 5 5 50%

Applicable objectives to date Completed objectives to date % completed Past due objectives

6 5 83% 1

R i sk M a n a g e m e n t Ob j e ct i v e s

R i sk M a n a g e m e n t o b j e c t i v e t o d a t e

3 10 12 Total compl eted Total r emai ni ng 10 Compl eted obj ecti ves to date Past due obj ecti ves


Strategic Planning Corporate Goal # 7 - Corporate Quality Assurance

100

90

80

70

60

50

40

30

20

10

0 Actuarial & Underwriting Billing & Enrollment Finance Human Resources Information Technology Marketing Medical Affairs Operations Provider Services Risk Management


Clear Choice Strategy #1 - Invest In People
Strategic Planning

100.00

90.00

80.00

70.00

60.00

50.00

40.00

79.51 56.47 36.72 62.50 64.95

30.00

20.00

10.00

0.00

Corporate Goal #1

Corporate Goal #2

Corporate Goal #3

Corporate Goal #4

Corporate Goal #5


Strategic Planning

Overall Completion of Corporate Goals
100.00 90.00 80.00 70.00 60.00 50.00 40.00 30.00 20.00 10.00 0.00
1

56.96


Strategic Planning
Lessons learned by CCHP in using Baldrige principles: Focus on your Organizational Profile Alignment Adapt Ask & Probe LEARN

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Clear Choice Health Plans Strategic Planning utilizing the Baldrige Principles