Strategic Planning: If It Feels Like And Obligation Today, Then Turn It Into An Opportunity Tomorrow

June 9, 2023

When you think about strategic planning, do you see it as a positive for your agency? Does your strategic plan bring about necessary change and improvements to your organization? If you can’t say yes, then it is time to change it. We are in agencies throughout the United States and see many different ways agencies approach a strategic plan. So, let’s consider the approach and things that will sabotage your plans coming to fruition.

5 Hindrances to Effective Strategic Planning:

In our experience, many ways to focus your plan can be successful. The failure of the plan focuses on these five elements:

1. How do you break down your focus?/ How you spend the time you have?

Do you normally break down each department to determine changes? Obviously, you need to put out the biggest fires in your organization first, but we find there often isn’t a structure to how agencies conduct the planning process. Have you given your agency enough time to effectively create the plan or is it done very quickly just to get it finished?

2. Who is involved?

Is just the administration? Are a couple people deciding the entire plan without input from others key within the organization? Is the entire process done collectively with department heads, admin and operational leadership involved? Our experience is that those agencies with closed planning processes are not as effective as those who include people who are in the field or in the office doing the day-to-day operations. If you have issues with your accounts receivable, why wouldn’t you include those employees in order to understand what isn’t working? In that exact scenario, we have seen that certain payers change stipulations about billing in a contract and those with signing authority didn’t see it. Therefore, suddenly your department goes from having 6 months to collect on a claim down to 90 days. If you bill insurance monthly and anything is wrong with the claim (wrong insured ID number, name wrong in claim, etc.), you don’t find out until your 90 days clock is almost gone. In this scenario, including the right people allows administration to make changes to the current contract or the billing process to be successful in preventing lost claims.

3. Do you complete an objective SWOT analysis?

This may seem obvious, but it really is lacking more than what you think. We often forgot our own biases and relationships we have to our organization and the people in it. We have to be able to see our agencies with fresh eyes. If you need to, consider an operational assessment from an outside source to help you move forward with an effective strategic plan today that will help you provide yourself a basis for development of future plans.

4. How often do you address the plan?

The worst thing that can happen to a strategic plan is for it to collect dust in a drawer. A good strategic plan is an ongoing process with goals addressed and achieved and  changes made when it is deemed necessary.

5. Who are your change agents?

Another land mine to effectively carrying out your strategic plan is putting the wrong employee in charge of executing the change. This happens so often in our agencies. The most logical job title is not always the most effective in carrying out the change. Look to your employees that want a new challenge or those that can be real change agents for other staff. Maybe the supervisor isn’t the one to change a clinical practice in your organization. Maybe a staff nurse that is influential and respected within the organization is in charge of that. Incentivize staff and see what change can look like in your agency.


These are our top 5 at Kenyon Homecare Consulting. You potentially can see others within your current strategic planning structure. Give your agency the time it takes to create and develop your process. If you need an operational assessment or some help through your strategic plan, give us a call at 206-721-5091 or contact us online today!


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controlling chronic diseases
By Ginny Kenyon April 25, 2026
In the rapidly evolving landscape of healthcare, the burden of care is increasingly shifting from clinical facilities to the home. As the population ages, the prevalence of chronic conditions—such as heart disease, diabetes, and respiratory disorders—has reached unprecedented levels. For home care agencies, the quality of service is no longer just about assistance with daily living; it is more and more defined by the clinical competencies and disease-specific knowledge of your field staff. Chronic disease education for home care staff is not a luxury, is a strategic necessity that directly impacts patient outcomes, caregiver confidence, and the business’s bottom line. 1. Enhancing Clinical Outcomes and Safety Home care staff are the "eyes and ears" of the healthcare system. When aides and clinicians are highly educated on chronic disease processes, they can identify subtle shifts in a patient's condition before they escalate into emergencies. · Early Intervention: An educated caregiver can recognize the early signs of fluid retention in a Congestive Heart Failure (CHF) patient or skin changes in a diabetic patient, allowing for proactive adjustments rather than reactive ER visits. · Medication Adherence: Understanding why a medication is prescribed for a specific chronic condition helps staff reinforce the importance of adherence to the patient, reducing the risk of complications. 2. Reducing Hospital Readmissions Hospital readmission rates are a primary metric for home health success. Chronic diseases are the leading cause of "revolving door" hospitalizations. By providing specialized education, agencies empower their staff to implement Evidence-Based Practices at the bedside. When staff can effectively manage symptoms and educate patients on self-care, the likelihood of a patient staying stable at home increases dramatically. This not only benefits the patient but also strengthens the agency’s reputation with referral sources like hospitals and physician groups. 3. Boosting Staff Confidence and Retention The home care industry faces significant challenges with staff turnover. Often, burnout is fueled by the stress of feeling unprepared for complex patient needs. Knowledge is Empowerment: When staff members receive robust training, they feel more confident in their roles. This professional growth fosters a sense of value and belonging within the organization, leading to higher job satisfaction and lower turnover rates. 4. Improving Documentation Accuracy In an era of increased regulatory scrutiny, clinical documentation must be precise. Education on chronic diseases ensures that staff members use the correct terminology and focus on the most relevant clinical indicators during their assessments. · OASIS Accuracy: For Medicare-certified agencies, a deep understanding of chronic conditions leads to more accurate OASIS scoring, which directly influences reimbursement and quality ratings. · Audit Readiness: Well-educated staff produce notes that clearly reflect the necessity of care, making the agency much more resilient during regulatory surveys or audits. 5. Bridging the Communication Gap Effective chronic disease management requires a multidisciplinary approach. A caregiver who understands the nuances of a disease can communicate more effectively with: · Physicians: Providing clear, clinical updates that help doctors make informed decisions. · Family Members: Offering clear explanations and peace of mind to stressed family caregivers. · The Internal Team: Ensuring a seamless transition of care and consistent messaging across all disciplines. Conclusion Investing in chronic disease education is an investment in the agency’s future. By elevating the knowledge of the frontline workforce, home care providers can transform from basic service agencies into high-value clinical partners. In the end, the goal is simple: providing the highest quality of life for patients in the comfort of their own homes, a goal that can only be met through a highly trained and knowledgeable staff. If you do not know where to get comprehensive education for Chronic diseases, contact Kenyon Homecare Consulting at gkenyon@kenyonhcc.com or call 206-721-5091. We are here to help
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