Show-Me of Missouri Chapter

1. Show-Me of Missouri Chapter Strategic Plan June 2008-May 2009

2. “To be an indispensable resource for healthcare finance.” Vision To define, realize and advance the financial management of health care by helping members and others improve the business performance of organizations operating in or serving the healthcare field. Mission

3. Value Statement • We believe that service to members is our highest priority. • We believe in excellence in all that we do. • We believe that teamwork is essential in meeting the objectives of HFMA. • We believe in the importance of individuals. • We believe in encouraging innovation and creativity. • We believe in conducting HFMA with financial responsibility and a prudent approach to business

4. HFMA’s Statement on Diversity The following is HFMA's statement on diversity: the Healthcare Financial Management association (HFMA) values and respects diversity. Individual differences are viewed as assets that promote the growth and success of HFMA and its members. In principle and in practice, HFMA encourages and supports diverse individual viewpoints and contributions. HFMA believes that a diverse membership is a quality membership.

5. Environmental Assessment

7. Environmental Assessment • Members through-out state • Counties of highest member concentration: Greene, Boone, St. Louis, Newton, Camden, Cole, Cape Girardeau • Member Segments: Financial Executives, PFS, Finance, Managed Care and Other

8. Financial Plan Need to outline budget in this slide when completed. Days cash on hand goal for CBSC is 200

9. Chapter Balanced Scorecard

10. Core Strategy Core Strategies and ObjectivesEducation Continue to advance the Show-Me Chapter of Missouri as a leading educational resource for our members. Priority Objectives: • Use the member survey to assess educational interests of members • Offer diverse programs that appeal the needs of our members • Research new methods for offering educational opportunities to members • Ensure planning is in advance of event to send brochure 8 weeks in advance • Education hours per member goal 3% increase

11. Core Strategy Core Strategies and ObjectivesNetworking Priority Objectives: • Provide new opportunities to members to join a committee • Create interactive forum for members to become acquainted at educational sessions • Ensure that officers are available at networking opportunities and introduce themselves to other members • Research new ways to offer networking opportunities to members Provide networking opportunities for healthcare professionals.

12. Core Strategy Core Strategies and ObjectivesMembership Grow and retain membership in the chapter. Priority Objectives: • Recognize new members in public forum • Assign member mentor to new members • Hold 30/60 minute time of orientation at each educational session • Offer discount for programs to new members • Send new members welcome packet that includes committee information • Send letter to employers of members thanking them for their support • Send letter to employers who don’t have members explaining the benefits of HFMA • Develop three year minimum succession plan

13. Core Strategy Core Strategies and ObjectivesMembership Grow and retain membership in the chapter. Priority Objectives: • Follow-up on non-renewals of membership • Hold educational webinar or session explaining HFMA and benefits of volunteering • Membership count goal: maintain current count • Create an employment resource for members seeking and/or offering new opportunities • Financial Executive Metric goal: 38 executives • Membership Satisfaction goal: 49.0% • Providers as % of Officers and Board goal: 60%

14. Core Strategy Core Strategies and ObjectivesCertification Priority Objectives: • Offer coaching course for members at educational sessions • Offer certification testing site annually at a chapter session • Improve chapter web-site in certification area • Develop certification brochure that explains process and benefits • Market certification benefits in communications and education sessions Increase the number of members who become certified

15. Core Strategy Core Strategies and ObjectivesCommunication Priority Objectives: • Include committee contacts and information quarterly through monthly President’s message • Enhance web-site information • Improve timeliness of communication regarding education sessions-send brochures 8 weeks ahead of date • Add new areas to newsletter to include new member spotlight, volunteer spotlight • Ensure newsletter meets goal of 4 times per year Improve and increase communication to members

16. Implementation Plan • The implementation plan is the document that brings the strategic plan to life. It is reviewed each month by the President and President-Elect to ensure the plan is on target. • The implementation plan: • Lists tactics for each key objective • Indicates the officer, board member or committee chair accountable for each key area • Shows the priority of each tactic • Lists a completion date as well as interim progress report dates to be given at monthly board meetings • Indicates the status of each tactic at different points in time • Provides updates in abbreviated note form for each tactic

17. Strategic Plan Review Process The strategic plan will be reviewed and updated annually by the in-coming board and officers at the Mini-Leadership Training Conference (LTC). It will be approved at the beginning of each new fiscal year by the board of directors.