Workshop

The Next Chapter of Strategic Planning: Instituting Change and Lessons Learned

- CDT
Room: Cozzens
Ryan Nilsen, MTS
UNC-CH Office of Interprofessional Education and Practice
Phil Rodgers, Pharm.D.
Eshelman School of Pharmacy
Meg Zomorodi, PhD, RN, ANEF, FAAN
The University of North Carolina at Chapel Hill
Track:
  • Collaborative Leadership and Shared Responsibility in Interprofessional Teams
The University of North Carolina at Chapel Hill (UNC-CH) established an Office of Interprofessional Education and Practice (OIPEP) in 2018 along with a position with the title Assistant Provost for IPEP and an IPEP director from each school that would serve as that professions’ champion. Using Kotter’s model for Leading Change, OIPEP undertook a strategic planning process to design and implement a plan for institutionalizing interprofessional education and practice (Zomorodi et al, 2024) that chartered their first six years. By 2024, many of the initial OIPEP goals had been accomplished, along with many lessons learned.

Building off of the HPAC Guidance and IPEC institutional needs assessment, this presentation will offer participants a chance to learn about the strategic planning process, the pivots and lessons learned in the establishment of a new office of IPEP, and the next steps in institutionalizing change. Participants will reflect on their own institutional needs and develop strategies for implementation and sustainability.Session outline with active learning strategies: Overview of previous strategic planning process (10 min): Overview of Kotter's model and first iteration of strategic planning process.

Lessons Learned in the first 5 years of IPEP (10 min):

Applying Kotter’s Model for the second iteration of strategic planning (10 min)

Participant Discussion and Worksheet (30 min): Here participants will assess where they are in their own strategic planning process and brainstorm strategies for implementation.

Discussion and Next Steps (20 min): Report out at tables and summary of next steps.

Active learning strategies will include presentation and theory burst for learning, Individual reflection and small group discussion.

Audience Q&A. (10 min)

Learning Objectives

  • Compare and contrast strategic planning processes undertaken in different contexts and apply to their own institutional needs.
  • Understand the steps needed for implementing a strategic plan and lessons learned throughout the process.
  • Identify three national resources that can be used in the strategic planning process.

References

  • Brashers, V., Owen, J., & Haizlip, J. (2014). Interprofessional Education and Practice Guide No. 2: Developing and implementing a center for interprofessional education. Journal of Interprofessional Care, 29(2), 95–99. https://doi.org/10.3109/13561820.2014.962130
  • Poirier T.I., Newman K. (2016). Advancing Interprofessional Education via Strategic Planning. American Journal of Pharmaceutical Education, 80(4), 56.
  • Zomorodi, M., de Saxe Zerden, L., Ciarrocca, K., Neal, M., & Rodgers, P. (2024). Step by Step: Utilizing Kotter’s Model to Design and Implement a Strategic Plan for Institutionalizing Interprofessional Education and Practice. Journal of Interprofessional Education & Practice.
  • Zomorodi, M., Alexander, L., Fleming, E., Liebkemann, S., Rodgers, P., de Saxe Zerden, L. (2024). Rewarding interprofessional education: Designing and implementing an IPEP Distinguished Scholars Program, Journal of Interprofessional Education & Practice, 37, https://doi.org/10.1016/j.xjep.2024.100727.