Case Study
Facilitation of Health System Board Retreat focusing on Medicare Advantage
Three-day Executive Board Retreat
- Development of the agenda
- Preparation of pre-Retreat reading materials
- Identification and coordination of guest speakers
HES Advisors was engaged to lead a three-day Executive Board Retreat for a New England based, multi-hospital health system. The engagement included the development of the agenda and working directly with the system’s CEO in the preparation of pre-Retreat reading materials as well as identification and coordination of guest speakers. The retreat objectives were defined as:
- Raising awareness of the changing Medicare landscape and the probable impact for healthcare providers
- Identifying the challenges and opportunities the System needs to consider in risk-sharing arrangements
- Identifying Strategic Objectives to employ in evaluating opportunities
- Identifying potential follow up activities for Board Committees’ Work plans in 2017
In order to meet the retreat objectives, a thoughtful approach to developing the agenda ensued. HES Advisors collaborated with the CEO in the preparation of presentation materials used by the CEO to kick-off the meeting and level-set the agenda and objectives. A principal of HES Advisors served as a keynote speaker and presented an Environmental Assessment including the trends and implications for providers in the local and national market.
HES Advisors, through its professional relationships, coordinated presentations by thought leaders in various disciplines including experts in Medicare, actuarial, provider and payer arenas. HES Advisors guided a dynamic planning session with the Board utilizing discussion groups and facilitated conversation.
The retreat was deemed successful by all participants and the conclusions reached at the retreat led to the formation of a Board Task Force to oversee the development of the System’s Medicare Strategy.