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Strategic Planning: Design for Success

Recorded On: 08/26/2020

Strategic Planning: Design for Success

This session offers a hands-on approach to execute a strategic plan you can actually use. Walk through creating a strategic plan by identifying stake holders, conducting risk and needs analysis, and aligning strategies to the mission of your organization. Finish with tips on how to use your strategic plan rather than relegating it to gather dust on a shelf.

Session Information 

Format: Self-paced, recorded webinar
Date: August 26, 2020  

Release Date: August 26, 2020  
Expiration Date: May 19, 2022 
After the expiration date, this webinar will no longer be accessible for viewing or downloading.
CE Credit must be requested by the expiration date.

$25 for ACHA individual members 
$50 for nonmembers

Fees are nonrefundable.


Marcie Thompson, MBA,
Oregon State University

Amy McLaughlin, MS
Oregon State University

Intended Audience

  • Administrator 
  • Health Educator
  • Health Information Management Professional
  • Mental Health Professional
  • Nurse
  • Physician

Learning Objectives

After this session, participants should be able to: 

  1. Define strategic planning objectives.
  2. Discuss how to use data and analysis to gather information to articulate priorities and goals.
  3. Describe how to execute an effective strategic plan.

Program Planning Committee

Resolution of Potential Conflicts of Interest — Program Planning Committee
Committee members have completed conflict of interest statements regarding relationships with commercial entities.

  • Melanie Trost, MD, has disclosed that her spouse owns general stock in Gilead Sciences.
  • Ryan Patel has disclosed that he owns stock in Pfizer, GSK, Celgene, and Abbvie.

All other Program Planning Committee members have reported no relevant conflicts of interest.

Marcie Thompson, MBA

Oregon State University

Marcie Thompson is currently the Finance and Operations Director for Oregon State University Student Health Services where she oversees several departments including billing, insurance, medical reception, records, referrals, contraceptive care, immunization compliance and HR. Additionally, Marcie is involved with SHIP contracting, budget forecasting and long term strategic planning related to finance, insurance and operations. She has over ten years of healthcare administration experience in higher education and holds a Master of Business Administration degree, with a concentration in healthcare management. Marcie has previously worked for both the University of Georgia and the University of Kansas. She is a past ACHA Administration Section Secretary and is this year’s ACHA Administration Section Chair. Marcie believes business can succeed by practicing empathy and compassion and those values are evident in her approach to healthcare in the college setting.

Amy McLaughlin, MS, MA

Oregon State University

Identified at high school graduation as the person most likely to lead a ban on hair spray products, Amy found her professional niche when she integrated her commitment to education and psychology, with her passion for cybersecurity and technology.  A 20+ year veteran of state, local, and federal government and public education employment with 15 years of management and leadership experience in information security and student data privacy. Amy is currently the Director of Information Services for Student Health at Oregon State University where she oversees Information Technology, Security & Privacy, Marketing and Communication, and the Certified Drug & Alcohol Counseling program.  She holds a Master of Science in Information Technology Management and a Master of Arts in Marriage & Family Therapy.  She is also an ISACA Certified Information Security Manager (CISM) and AHIMA Certified in Healthcare Privacy and Security (CHPS).

Credit and Disclosures

Types of Credit Available

Refer to the Continuing Education Key.

  • CME: 1.0
  • CNE: 1.0**
  • CHES: 1.0*
  • MCHES: 1.0*
  • CPEU: 1.0
  • CHWP: This activity counts as one elective towards completion of the CHWP certification program.

**Pharmacology credits, when available, are listed after the total number of nursing contact hours (e.g. CNE: 1.5/.75)

Instructions for Obtaining Credit (or certificate of attendance)

Select the "Contents" tab above (registered users only) for access to the following components. It is estimated that it will require one hour to view the webinar and complete the post-test. Credit must be requested by the program expiration date (see "Overview" tab above).

Step 1:  View the webinar video in its entirety.
Step 2:  Complete the mandatory Post-test for CE Credit.
Step 3:  Select the certificate for the type of credit you are requesting. Select "Certificate of Attendance" if no credit is being requested. 


Statements and Disclosures

Continuing Education 


The American College Health Association (ACHA) is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

ACHA designates this enduring activity for a maximum of 1.0 AMA PRA Category 1 Credit™. Physicians should claim credit commensurate with the extent of their participation in the activity.

This continuing nursing education activity was approved by the Pennsylvania State Nurses Association Approver Unit, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation. 


Sponsored by ACHA, a designated provider of continuing education content hours (CECH) in health education by the National Commission for Health Education Credentialing, Inc. This program is designed for Certified Health Education Specialists (CHES) and/or Master Certified Health Education Specialists (MCHES) to receive up to 1.0 total Category 1 continuing education contact hours. Maximum advanced-level contact hours available are 1.0. There are 0 Continuing Competency credits available.

This activity has been approved by the Commission on Dietetic Registration for 1.0 CPEUs.


Successful Completion/Post Test
It is the policy of the American College Health Association that when a post-test is required upon completion of a continuing education activity, participants must receive a passing grade of 80%. If participants receive a grade lower than 80%, they will be given the opportunity to re-take the post-test one time. If they receive 80% or higher the second time, they will be awarded continuing education credits/contact hours for the activity. We encourage participants to complete the post-test immediately after viewing the download.

Conflicts of Interest
A conflict of interest occurs when an individual has an opportunity to affect educational content about health-care products or services of a commercial company with which she/he has a financial relationship.

All planners and presenters of this activity have disclosed no relevant financial relationships with any commercial companies pertaining to this activity.

Off-Label Product Use
This educational activity does not include any unannounced information about off-label use of a product for a purpose other than that for which it was approved by the Food and Drug Administration (FDA).


On-Demand Webinar Video
Open to view video.
Open to view video. Select "View Video" to launch the presentation in this site or "Download Video" to save to your computer. You will have access to this content until the expiration date noted in the Overview tab.
Evaluation Survey
12 Questions
12 Questions ACHA's accrediting bodies require us to evaluate the effectiveness of our CE programming. After you watch the presentation, your feedback is greatly appreciated.
Attestation of Attendance
This attestation is required prior to being granted a certificate.
This attestation is required prior to being granted a certificate. All participants that are requesting CE credit must attest to their full participation in the session.
Post-Test for CE Credit
7 Questions  |  2 attempts  |  6/7 points to pass
7 Questions  |  2 attempts  |  6/7 points to pass Successful completion of this post-test (an 80% passing score) is mandatory to receive continuing education credit.
CE Certificate
Up to 1.00 credits available  |  Certificate available
Up to 1.00 credits available  |  Certificate available If you are requesting CE credit or a Certificate of Attendance, please claim your certificate here. Please note: ACHA does not issue a certificate for AAFP credit. Please refer to the "credit instructions" component for instructions on how credit is reported.