The instructions I am about to give you are directions for “EXERCISE 2 – Mapping Your Organizational Positioning and Goals.” This exercise is completed in three steps with each step having its own video tutorial. At the beginning of each video I’ll let you know how long that step should take to complete. Also, at several points throughout the video, I may suggest that you pause the playback in order to complete a portion of the activity. To do so, you can simply click anywhere in the video window. To being playing the instructions again, simply click on the triangular “play” button in the middle of the video screen.
Step 1 – Your Organization
We’ll begin by reflecting on our organization as a whole. Let’s look beyond the borders of our CME department and explore the mission, challenges, and opportunities your organization faces. This step should take you approximately 30 minutes, however feel free to use more or less time for the activity based on your organizational needs.
Because each member of your “team” may see things a little differently, please complete this first part of the exercise individually, so that each staff member’s viewpoint is recorded.
Let’s get started.
Turn to Exercise 2 on pages 2 and 3 of your worksheet. If you printed the Worksheet on 11x17 paper, fold it back so that you can only see the blue “Organizational” page which is page 2. If you printed the worksheets on 8x11 sheets, simply put page 2 in front of you. Working individually, you are going to reflect on a variety of areas within your larger organization. Use the worksheet to guide your work and note your reflections. We’ll address each section, in alphabetical order :
- We’ll being with section A, “Your Organizational Mission.” If you haven’t located your organization’s mission statement before the exercise, take a moment to seek it out before proceeding. Again, this should be the mission of your larger organization; we’ll explore your CME program’s mission statement in Step 2 of this exercise. In the blue box, take a couple of minutes to summarize or jot down the key points that you see in your Organizational Mission. Please pause the video now until you are ready to move on.
- Next, in section B, labeled “The People Involved, “please take a few minutes to list anyone who helps your organization meet its mission. You may want to consider whether your organization works with other groups on recurring or special projects. And, ultimately, who does your organization serve? You can include the actual names of these people, or just their departments or titles. Please pause the video now until you are ready to move on.
- In section C, “The Achievements of Your Organization,” write down what accomplishment(s) your organization is most proud of. This might be something that your executive leadership has been highlighting in staff meetings, or may be something that has been shared with the public or with important stakeholders for your organization. Please pause the video now until you are ready to move on.
- Next, for section D on this page, which is labeled “The Current Initiatives of Your Organization,” consider what issues or concerns are top priorities for your organization. Are there special groups of people or occurrences that are being focused on more than others? Are there certain healthcare areas or topics that are imperatives for your organization? Write down some of these current initiatives in the space provided. Please pause the video now until you are ready to move on.
- Finally, now that you’ve had a chance to think about the current initiatives and priorities of your organization, consider what might be standing in the way of addressing these priorities? This may relate to people or resources – anything that is preventing your organization from having an impact. Write down your thoughts in section E,” The Barriers to Implementing Initiatives.” Please pause the video now until you are ready to move on.
Great work! Now that you’ve had some time to reflect on your organization as a whole, we’ll proceed to Step 2, and turn our focus to our CME Program. Hold onto these organizational reflections you just completed – they will help to inform your discussion later in this exercise.