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Centers for Disease Control and Prevention
National Center for Chronic Disease Prevention and Health Promotion
Office on Smoking and Health
Tel: 1-800-CDC-INFO
(1-800-232-4636)
TTY: 1-888-232-6348
E-mail: tobaccoinfo@cdc.gov
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Case Studies
Strategic Planning Process to Address Tobacco-Related
Disparities in Wisconsin
Timeline
Planning
- September:
Designate Department of Health staff, develop
strategic planning process, develop list of people
to be invited to become workgroup members, mail out
letters of information and invitation, follow up
letters with personal telephone contacts, and plan
videoconference agenda. Hold roundtable discussion
at Second Annual Tobacco Symposium. Contact
additional potential workgroup members developed
from telephone calls, send out additional
information about workgroup goals and
responsibilities, hold statewide videoconference to
announce strategic planning effort, solicit input,
and request additional names for workgroup
membership. Hold second roundtable discussion after
videoconference. Hire consultants.
-
October: Meet with Bureau epidemiologist and
develop Workgroup meeting agenda for November. Hold
staff/consultant planning meeting.
-
November: Hold first Workgroup meeting.
Develop schedule of Workgroup meetings. Use breakout
groups to develop recommended directions for the
Strategic Plan. Conduct telephone interviews with
designated Workgroup members. Develop Workgroup
meeting agenda. Conduct in-person interview with
Project Director. Hold staff/consultant planning
meeting.
-
December: Hold second Workgroup meeting.
Review available data and discuss missing data.
Develop plan to how to obtain needed data. Determine
which members to attend CDC training. Conduct exit
survey with Workgroup members. Develop February
Workgroup meeting agenda. Hold staff/consultant
planning meeting.
-
January: Attend CDC training, revise
strategic planning process and plan February
Workgroup meeting agenda.
-
February: Hold third Workgroup meeting.
Review results of CDC training. Set goals for next
two Workgroup sessions. Make assignments for
population assessments. Conduct exit survey with
Workgroup members. Develop March Workgroup meeting
agenda. Conduct in-person interviews with Project
Director and Facilitator. Hold staff/consultant
planning meeting.
-
March: Hold fourth Workgroup meeting. Present
results of population assessments. Conduct exit
survey with Workgroup members. Develop April
Workgroup meeting agenda. Hold staff/consultant
planning meeting.
-
April: Hold fifth Workgroup meeting. Conduct
Strengths, Weaknesses, Opportunities and Threats
(SWOT) analysis. Identify ten critical issues.
Conduct exit survey with Workgroup members. Develop
June Workgroup meeting agenda. Hold staff/consultant
planning meeting. Invite designated members to
attend CDC training.
-
May: Plan Workgroup meeting agenda; attend
CDC training; revise planning process to emphasize
marketing plan. Draft preliminary Strategic Plan
using combined critical issues.
-
June: Hold sixth Workgroup meeting. Review
whether six critical issues and their goals and
strategies really reflect group values. Make
assignments to solicit input from represented groups
and other populations to review the working of each
goal and its respective strategy statements. Conduct
exit survey with Workgroup members. Develop July
Workgroup meeting agenda. Hold staff/consultant
planning meeting.
-
July: Hold seventh Workgroup meeting. Review
current draft of Strategic Plan. Develop milestones,
timelines and a marketing plan. Write final draft of
Strategic Plan. Invite designated members to attend
CDC training.
-
August: Attend CDC training, hold eighth
Workgroup meeting. Review draft of Strategic Plan.
Develop marketing steps needed. Conduct focus group
with Workgroup members. Administer open-ended survey
to Workgroup members. Develop additional Workgroup
meeting agendas for developing marketing plan. Hold
marketing planning meeting.
-
September: Hold marketing planning meeting.
Compile Marketing Tool from CDC materials.
-
October: Hold ninth Workgroup meeting to
develop marketing plan and review and approve final
draft of Strategic Plan. Review the Marketing Tool
and preliminary draft of Marketing Plan. Submit
final version of plan to Department of Health and
Family Services for printing approval process
Prior to the beginning of the strategic planning
process, 25 organizations and agencies were
identified as potential Workgroup members. Three
Department of Health and Family Services planning
meetings were held. Tobacco Control Program staff
who would work on the project were designated.
Letters of invitation and information were sent out.
A plan that included six all-day meetings was
developed. A statewide videoconference was planned
and the facilitator and evaluator were hired.
Implementation
Thirteen months elapsed between the beginning of the
strategic planning process and the Workgroup’s
approval of the final plan. Eight meetings of the
13-member Workgroup were held; the first draft of
the strategic plan was presented and the final
revised report was submitted to the state. In
addition, the Workgroup held an additional Strategic
Plan marketing meeting and created a marketing plan
that all groups agreed to implement. The Workgroup
agreed to meet twice in the next year as an advisory
board to aid in the marketing and implementation of
the Strategic Plan.
Evaluation
Evaluation was implemented throughout the 13-month
process. Exit surveys were conducted after six
meetings; two telephone interviews and one focus
group were conducted. The evaluator participated in
meeting debriefings and team efforts to set the
meeting agendas and objectives. The evaluator
produced a final report in the form of a case study.
Page last modified 07/25/2007