Case Study

Business Assessment and Strategy Development for Multi-state Healthcare Provider

HES principals were engaged by a large multi-state healthcare organization to develop a strategic plan.

HES principals were engaged by a large multi-state healthcare organization to develop a strategic plan, stipulated as part of the merger agreement of two organizations that came together to form the new integrated contracting entity. Our process included the management of the planning process at both the Planning Committee and Board level and solicitation of a broad base of membership input. Following the development of an environmental assessment and development of a consensus view of the core mission of the organization, we assisted the Planning Committee in the development of a Vision and Values Statement as well as the identification of strategic goals, success measures and tactics for strategy execution. 

The Board and membership unanimously accepted the Plan and the entity is in the process of implementing the second phase of strategic tactics.