Strategic Business Planning

Strategic and business planning are important tools for guiding health care organizations. Multiple factors influence the health care industry today that will impact physician enterprises going forward. Involving physicians is paramount to successful planning and execution.

This activity will focus on strategy development and execution through business planning that allows organizations to identify and address influencing factors and position the physician enterprise for future success.

Learning objectives
At the end of this educational activity, participants should be able to:

  • Identify the role of physicians in strategic and business planning.
  • State the importance of incorporating a strategic planning platform within health care.
  • Identify the components of the current state analysis.
  • Discuss the principles of directional strategies to include a mission, cultural values and a vision statement.
  • List the key components of a business plan.
  • Identify and develop three types of strategic goals.

Faculty presenter
Dustin Zabokrtsky, MBA, MA
Physician Engagement Executive

About the presenter
Dustin Zabokrtsky, MBA, MA, brings over 25 years of experience in the health care industry and the United States Marine Corps. His experience includes strategic planning and service line development, practice management, physician engagement, recruitment and leadership development, and organizational development.

Prior to joining MedSynergies, Dustin held positions as consulting manager, Truven Health Analytics, and associate administrator at Creighton University Medical Center. Previous positions include director at Iowa Heart Center and director of strategic planning at Methodist Health System. Additionally, Dustin has developed and taught MHA courses as an adjunct professor.

Dustin holds an MBA from Bellevue University, Neb., an MA in Human Resource Development from Webster University, Mo., and a BS from Campbell University, Tenn. Dustin is also an certified Executive Coach from the Institute of Organizational Development.

Activity planners

Sarah Chart, RN
Senior Director
OptumHealth Education
Eden Prairie, MN

Mike Ford, MBA
Physician Engagement Executive

Rebecca Gleason, RN
Activity Manager
OptumHealth Education
Eden Prairie, MN

Cindy Logan, MSA
Physician Engagement Executive

Dustin Zabokrtsky, MBA, MA
Physician Engagement Executive

Disclosures of Relevant Financial Relationships
In accordance with the ACCME Standards for Commercial SupportSM, OptumHealth Education requires all those in the control of activity content to disclose their relevant financial relationships. An individual has a relevant financial relationship if such person (or his/her spouse/partner) has a financial relationship in any amount occurring in the last 12 months with a commercial interest whose products or services relate to the activity content.

OptumHealth Education ensures that the content is independent of commercial bias.
Ms. Chart and Ms. Gleason have indicated that they are employees of and own stock in UnitedHealth Group.
Mr. Ford, Ms. Logan, and Mr. Zabokrtsky have indicated that they are employees of MedSynergies.

Method of participation
There are no fees for participating in or receiving credit for this activity. For information on applicability and acceptance of continuing education credit for this activity, please consult your professional licensing board.

Participants will receive a certificate upon successful completion of the activity, which includes the following:

  • Completing the entire activity
  • Completing the pre- and post-activity assessments, activity evaluation and application for certificate of credit

You must be logged into your account to participate in this activity. Get started by clicking “Begin” and viewing the “CE Info”; then follow the prompts at the bottom of the screen. At the end of the activity, you will be able to view, save or print your certificate of participation. The Area of Practice you indicated in your profile corresponds with your certificate type. A complete listing of all of your activities can be found under “My Account,” “My Activities.”

Method for Calculating CE Credit
CE credit was calculated by the complexity of content.

Accreditation statement
Joint Accreditation LogoIn support of improving patient care, OptumHealth Education is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC) to provide continuing education for the health care team.

Credit designation statements
OptumHealth Education designates this enduring activity for a maximum of 0.50 AMA PRA Category 1 Credit(s). Physicians should claim only the credit commensurate with the extent of their participation in the activity.

The American Academy of Physician Assistants (AAPA) accepts credit from organizations accredited by the ACCME.

Nurse practitioners
The American Academy of Nurse Practitioners Certification Program (AANPCP) accepts credit from organizations accredited by the ACCME and ANCC.

A certificate of attendance will be provided to learners upon completion of activity requirements, enabling participants to register with licensing boards or associations that have not been pre-approved for credits. To apply for credit types not listed above, participants should use the procedure established by the specific organization with which they wish to obtain credit.

Provided By
This activity is provided by OptumHealth Education.

Commercial support
There was no commercial support received for this activity.

Hardware/software requirements
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Target Audience

This activity is designed to meet the educational needs of physicians and other health care professionals (HCPs) who have an interest in strategic business planning.

Activity summary
Available credit: 
  • 0.50 AMA - Physicians
  • 0.50 Attendance - General Attendance
Activity opens: 
Activity expires: 

Available Credit

  • 0.50 AMA - Physicians
  • 0.50 Attendance - General Attendance
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