New Jersey Association of County & City Health Officials

Strategic Planning Checklist

The following checklist is designed to help you finalize your strategic plan for submission to PHAB as a prerequisite for accreditation application. PHAB Requirements, indicated below, must be included in your strategic plan.

Content / PHAB
Musts / Comment / Done
Membership of Planning Group / Yes / Includes:
1.  List of participants and their titles
2.  Participants include governing entity members or representatives
3.  Documentation of meeting (minutes or a report)
Description of planning steps / Yes / 1.  Summary of process
a.  No. of meetings
b.  Duration of process
c.  Methods used
2.  Description of steps
a.  SWOT
b.  Environmental Scan
c.  Stakeholder analysis
d.  Etc.
Date of Plan / Yes / (Must be within the last 5 years)
Duration of Plan / Yes / Must define HD’s roles, priorities, and direction over 3 to 5 years
Strategic Plan Content:
Mission, Vision & Values / Yes
Strategic Priorities / Yes
Goals and Objectives / Yes / Must be measurable and time-framed
External trends, events and factors / Yes / Factors that may impact community health or the LHD
Linkages with the CHIP / Yes / Include HD’s roles & responsibilities for CHIP
Linkages with HD’s QI Plan / Yes
Implementation of Strategic Plan
Implementation plan / No / However, very important component to assure plan is implemented smoothly.
Annual Reports / Yes / Documenting progress and including:
1.  Hot targets are monitored
2.  Revisions/updates to the plan

Milne & Associates, LLC