Where are all my strategy thinker?
HCM 415 Milestone One Guidelines and Rubric
In order to successfully respond to circumstances in your healthcare organization, you must first be able to appraise your organization, its mission, its vision, and
its values. To provide you with experience doing this, you will assess the situation as described in your selected case study.
You will read your case study carefully and develop a short paper that provides a summary of the case study. In the summary, be sure to address the following:
A. Provide a brief summary of the circumstances and the problem(s) faced by the healthcare organization. Highlight details you believe to be of particular
relevance.
B. Provide an interpretation of the organization’s mission, vision, and values. Consider how the industry, the organization, and/or the stakeholders define
key terms within the organizations mission, vision, and values and how the definitions clarify the meaning.
C. Discuss how the organization’s interpretation of its mission, vision, and values impacts the circumstance it faces. Consider how the mission and vision
relate to the situation outlined in the case study.
Guidelines for Submission: This short paper should be between 1 and 3 pages, not including cover page and references. This paper should be in APA format.
Critical Element Exemplary (100%) Proficient(90%) Needs Improvement (75%) Not Evident (0%) Value
Summary Meets “Proficient” criteria, and
summary is exceptionally clear
and concise
Briefly summarizes the
circumstances and problems
faced by the healthcare
organization by highlighting
details of particular relevance
Briefly summarizes the
circumstances and problems
faced by the healthcare
organization, but does not
provide details that are
relevant, or the summary is too
wordy
Does not summarize the
circumstances and problems
faced by the healthcare
organization
35
Interpretation of
Mission, Vision, and
Values
Meets “Proficient” criteria, and
connections between key terms
and meaning are particularly
clear
Provides an interpretation of
the organization’s mission,
vision, and values by defining
key terms used and clarifying
the meaning
Provides an interpretation of
the organization’s mission,
vision, and values by defining
key terms, but the meaning is
not clear or is illogical or
definitions of key terms are
incorrect
Does not provide an
interpretation of the
organization’s mission, vision,
or values by defining key terms
30
Impact of Mission,
Vision, and Values
Meets “Proficient” criteria and
clearly relates the mission,
vision, and values to the
situation outlined in the case
study
Discusses how the
organization’s interpretation of
its mission, vision, an
Asian Health Services:
Rediscovering a Blue Ocean
Too Many Ideas for the Future
In a brief pause during a meeting with her direct reports to prepare
proposals for the summer board meeting, Sherry Hirota, chief executive officer at
Asian Health Services (AHS), a not-for profit community health center in
Oakland, California, glanced out the window at the container ships embarking on
travel across the Pacific Ocean. “What was that book you read about blue and red
oceans?” Hirota asked her chief operating officer Deepak Maitra.
Maitra explained, “In 2015, authors Kim and Mauborgne named their idea
Blue Ocean Strategy. The blue ocean is a metaphor for the desire to create large,
wide open, and uncontested markets in contrast to red oceans that are bloodied
from markets that are intensely competitive and characterized by losses and
participants who get hurt. The objective is to shape corporate strategy to create
markets where customers believe there is only one best provider, and in so doing,
the business avoids costly incentives to match competitors’ offers.”
Hirota reflected on the idea after she heard reports of AHS’s major
achievements over the past year. AHS had secured a $3 million anonymous
donation to expand primary care services. They decided to expand a few new
programs and services such as pediatric dental, a bilingual Burmese patient care
team, and cemented a partnership with a local community development agency to
build a new dental clinic.
Her executive staff made various proposals for new or enhanced efforts to
better serve their constituents (see Exhibit 1 for the AHS organization chart).
Customer services needed more multilingual staff. The chief medical officer made
a plea to improve incentives to retain physicians and other providers, as well as
expansion of medical and dental clinics. There was no shortage of good ideas from
others for new advocacy campaigns and additional health services.
Although everyone was relieved that their first full year was profitable after
the Affordable Care Act (ACA) came into effect, no one believed that the
challenges ahead were less threatening (see Exhibit 2 for AHS’s Income
Statements from 2010 to 2015 and Exhibit 3 for AHS’s Balance Sheets from 2010
to 2015). The chief financial officer was adamant that a plan needed to be in place
to better manage expenses to meet ever-decreasing reimbursements. Maitra was
concerned about the changing mix and character of their members, suspecting that
gentrification might be displacing and harming them.
Hirota’s attention returned to the task at hand: she needed to decide what
proposals to include in a coherent strategy to present at the upcoming board
meeting. She had to ensure that the proposals addressed the challenges that were
ahead and confirmed a well-articulated strategy that was c
Exhibit 1 AHS Organization Chart
Deepak Maitra Jeff Chang Mike Wong Sally Nguyen
Sherry Hirota
Exhibit 2 Income Statements 2010-2015
2010 2011 2012 2013 2014 2015
Revenue (in thousands)
Program Income (services, capitation) 1486 13014 15921 18485 18657 29919
Non-program income (grants, contributions, in-
kind) 11651 13005 17558 23593 15509 9574
Other Income, interest & dividend income 344 503 322 335 527 1782
Total 23481 26522 33801 42413 34693 41275
Expenses (in thousands)
Program Services (primary) 17659 21886 25688 29738 28850 28273
Program Services (support: education,
language) 5421 4956 5361 5269 6665 7332
Total 23080 26842 31049 35007 35515 35605
Change in income 401 -320 2752 7406 (822) 5670
*Program income as percent of total revenue 49% 49% 47% 44% 54% 72%
Ginter, P. M., Duncan, W. J., & Swayne, L. E. (2018). The strategic management of health care organizations (8th
ed.). Hoboken, NJ: Wiley. ISBN: 978-1-119-34970-9
Exhibit 3 Balance Sheets 2010-2015
2010 2011 2012 2013 2014
Assets (in thousands)
Current Assets
Cash & equivalents 8900 6438 9463 6004 5917
Assets with limited use 291 383 389 395 399
Patient receivables 1352 3400 1983 2904 2286
Total current assets 1053 1021 11835 9303 8602
Non-current Assets
Property 6880 6810 13378 17989 1630
Others 1740 1696 6051 6613 1051
Total assets 1913 1877 31264 33905 3543
Liabilities and net assets (in thousands)
Current Liabilities 2726 2511 7187 3367 5277
Long term liabilities 3690 3480 8270 7697 8963
Net assets
Unrestricted 9515 9293 12630 18436 1786
Restricted 3232 3443 3177 4405 3347
Total liabilities & net assets 1913 1877 31264 33905 3543
Exhibit 4 AHS Mission Statement
To serve and advocate for the medically underserved, including the immigrant and refugee Asian community, and
to assure equal access to health care services regardless of income, insurance status, language, or culture.
Ginter, P. M., Duncan, W. J., & Swayne, L. E. (2018). The strategic management of health care organizations (8th
ed.). Hoboken, NJ: Wiley. ISBN: 978-1-