Strategic Planning Philosophy

An effective strategic plan is a vision and a plan for the future worth pursuing — one that addresses the complexity of the outcomes envisioned yet is simple enough to guide day-to-day decisions. A sustainable competitive edge emerges when a management team “buys into” a strategic plan that they themselves created from assessing relevant and accurate data about their enterprise. When an organization becomes fully engaged around a strategic plan, new energy and opportunities emerge to help an organization reach its goals and to discover new opportunities along the way.

Daniel and colleagues follow a proven strategic planning methodology that incorporates:

• The collection and assessment of critical stakeholder and environmental data before planning begins using enterprise architecture disciplines
• Clarification and understanding of the vision of senior leadership and executive staff
• Facilitation using simplified strategic planning tools
• Translation of higher level executive visions into the necessary operational infrastructure to execute project plans
• An effective approach for managing people, process and technology aligned to the strategic plan

Strategic Planning/Program-Project Management Experience

From 2011-2013, Daniel provided program management services for California Health and Human Services Agency / CalOHII for federally funded Health Information Exchange programs. In 2014, Daniel facilitated the strategic planning efforts within the Center for Health Statistics and Informatics at California Department of Public Health. In 2015, Glaze and Associates was engaged by the CA Emergency Medical Systems Authority to provide HIE related strategic planning and project management services.

Effective program management involves the leadership capacity and the coordination of organizational resources to manage projects in a manner that:

• Fulfills the vision and expectation of senior leadership
• Ensures that projects are synchronized with the strategic plan
• Manages the critical success factors to maintain project velocity and timelines
• Accommodates change without altering the essential scope of work and allocated budget
• Is informed by stakeholder needs and an understanding of enterprise assets and risks