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How to Use This Planning Tool


How To Use This Planning Tool

Technical v. Adaptive Challenges

5 Step Planning Process

What do I need to get started?

The planning tool will be most beneficial if you work through it with a group of individuals who would be working with you on the question in the real world. Before you begin, review the tool’s key components:

  • Understanding technical and adaptive challenges
  • 5 step planning process

How long will it take?

To complete one guided practice, the 5-step planning process will likely take four to eight hours of time.

What is the final output?

All your work will be summarized in a downloadable PDF.

This planning tool is intended to heighten learning capacity and leadership skills in relation to health reform and health system transformation. The steps in the process focus leaders on actions that support innovation and strategic thinking.

The tool uses a guided-practice approach. Rather than simply being given instructions, you will be guided through examples where much of the background information has been collected for you. You and your team will still need to provide analysis and strategic thinking to generate solutions. The goal of this approach is to make the experience more real-world and contextual.

Once you have completed one guided practice to understand the process, you can complete another, or apply the process to a different challenge you might be facing.

As you progress through the planning tool, you will record information related to each step. This opportunity will be identified with a Your Turn prompt. You can complete a guided practice all at once or break it down into parts, depending on how much time you have available. You may also want to gather local data or information that will make answering a question more meaningful to you or your organization. As you consider each question, think about planning in a three- to five-year time horizon. At the end of each guided practice, all your work will be summarized in a downloadable PDF.