HEALTHCARE | ACADEMIC PHYSICIAN GROUP | STRATEGIC
ALIGNMENT PLANNING

Everyone in Their Lane

When a strategic plan without divisional alignment is just a document

 

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Is this your situation?

This engagement may resonate if your organization is experiencing any of the following:

Your strategic plan has been approved and your organization restructured to support it, but each department is still figuring out how to make it real in their daily work

Leaders understand their strategic role but haven’t integrated new priorities with existing commitments and constraints

Implementation has stalled or fragmented, and no one is facilitating the conversation about how each department will actually execute against the plan

New roles, additional team members, or resources are needed to execute the plan, but there is no fair and equitable way to identify or request them


 
The Strategic Dilemma

A plan in place. A structure aligned. Implementation still undefined.

A large academic physician group within a major university-affiliated hospital system completed a rigorous strategic planning process and restructured its organization to support the plan. Five strategic initiative teams built integrated plans. Role Clarity defined what each functional area owned strategically.  For the first time in its history, the department had both a plan and a structure built to deliver it.

And yet implementation had not fully taken hold. In a department of more than 600 physicians operating across seventeen specialty divisions, the gap between understanding your strategic role and knowing how to execute against it within your daily operational reality is significant. Physician leaders were managing full clinical, teaching, and research commitments alongside new strategic responsibilities. Administrative leaders were navigating restructured teams and new offices alongside existing operational demands.

The question was no longer what each area owned strategically. The question was how each team and functional area would actually implement the plan — integrating new strategic priorities into existing commitments, identifying what needed to shift, and determining what additional resources, roles, or advocacy were required to make execution real.


 
What Made It Hard

The distance between strategic ownership and operational execution

Role Clarity answered the structural question: is this organization built to support the plan?

The answer was yes.

But knowing what you own strategically and knowing how to execute on that ownership within the constraints of your existing workload, team, and resources are two different things. That gap — between strategic understanding and operational execution — is where most strategic plan implementation efforts stall.

In a clinical environment, that gap is wider than most.

Every physician leader was simultaneously managing physicians with patient care and teaching responsibilities, as well as research project commitments, while navigating new reporting relationships and strategic priorities. Without a structured process to help each area integrate the new with the existing, the risk that new strategic priorities would fall to the bottom of the list was all too real. They needed a structured process and experienced support to complete their plans and shift resources.

Team and functional area implementation discussions also surfaced issues not fully resolved during strategic planning. In many cases, new roles were needed, or team capacity was insufficient to maintain performance on existing commitments and take on new priorities. Those gaps needed to be identified explicitly and resolved before execution started.


 
The engagement and our approach

Strategic Alignment Planning: from strategic ownership to operational execution

Focused Momentum applied its Strategic Alignment Planning process to guide each functional area and administrative team through building concrete implementation plans. The process is designed to answer a specific question for each department and function: given what you now own strategically, how will you actually deliver on it?

Strategic Alignment Planning is not a top-down cascade of goals. It is a facilitated process in which each department or functional area examines the strategic plan from its own operational position — with its existing commitments, constraints, and capacity visible — and builds a concrete implementation path. The process is structured around six core questions:

THE STRATEGIC ALIGNMENT PLANNING PROCESS: SIX CORE QUESTIONS
  1. What changes does this new strategic plan immediately present to your existing plans and commitments?

  2. What is missing from the strategic plan that you need to include in your departmental or functional area implementation plan?

  3. What is your departmental or functional area role in delivering on the organizational strategic plan?

  4. To what degree is this a shift in how you currently operate, and what does that shift require of you?

  5. Define your departmental or functional area goals for the strategic plan’s timeframe — inclusive of your existing commitments and the new priorities coming from the strategic plan.

  6. What is needed — in terms of new roles, additional team members, resources, influence, or advocacy — for you to successfully implement against these strategic plan goals?

These questions do three things simultaneously: they surface the operational realities each area operates within, they integrate new strategic priorities with existing commitments rather than adding them on top, and they identify the roles, resources, and support each area needs to execute.

The result is not a high-level strategic intention; it's a workable implementation plan.

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Facilitating Strategic Alignment Planning across functions and admin teams

Focused Momentum guided each of the eight functional or administrative teams through the Strategic Alignment Planning process. Each team examined the strategic plan from their operational perspective, identified what the plan required of them alongside existing commitments, and developed a concrete implementation plan with defined goals, clear roles for execution, and documented resource requirements.

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Identifying role shifts and new team requirements

A critical output of the Strategic Alignment Planning process was the explicit identification of where existing roles needed to shift and where new team members were required to support implementation. These were not discovered after execution began — they were surfaced during planning, so the department could act on them before gaps became barriers. 

green circle #3

Surfacing and resolving resource and advocacy gaps

Each team and functional area identified what additional resources, institutional influence, or advocacy they would need to successfully execute against their strategic goals. These needs were surfaced, documented, and escalated where appropriate, ensuring that implementation was resourced before it began, not scrambled for after it stalled. 

Number Four 4

Sustaining alignment through three-year implementation plans

 Strategic Alignment Planning is not a one-year operational planning exercise.

As teams progress through the strategic planning timeframe, priorities shift, new challenges emerge, and team composition changes. Focused Momentum’s Strategic Alignment Planning sessions encouraged each team leader to think through how to balance acting on new priorities with current workloads and capabilities.

At times this meant that strategic goals needed to be delayed until the team could effectively manage them. By working across all teams, the Focused Momentum team was able to share these timeline changes in real time, identify implications to other teams, and coordinate synergistic changes across the organization. 


 

The Result

Implementation that held — with everyone in their lane

The Strategic Alignment Planning process produced the operational clarity the strategic plan required. Each team and functional area moved from understanding their strategic role to having a concrete, fully resourced implementation plan aligned to the broader departmental direction.

 

OPERATIONAL INTEGRATION
Each initiative team built an implementation plan that integrated new strategic priorities with existing commitments, making execution realistic rather than aspirational

 

ROLE CLARITY IN EXECUTION
Where strategic roles were defined by Role Clarity, Strategic Alignment Planning defined how each role would execute, closing the gap between ownership and action

 

RESOURCE IDENTIFICATION
New roles, team members, and resource requirements surfaced during planning were acted on before implementation began, preventing the gaps that cause plans to stall

 

REDUCED FRAGMENTATION
With each department’s implementation path explicit and aligned, leaders reported fewer competing priorities and a stronger ability to focus on the work that mattered most

 

SYNERGISTIC ACTION
By having one team lead Strategic Alignment Planning, changes were communicated immediately to others when goals shifted and those shifts impacted other areas, ensuring synergistic departmental implementation

 

PLAN DURABILITY
Three years into implementation, the strategic plan continued to guide organizational decision-making, sustained by the operational alignment structures Strategic Alignment Planning established

Everybody has their lane. Everyone has deliverables now. And I think there’ll be fewer distractions moving forward. It’s a really good place to start, and it has really grounded us.

 — Tracy Serafini, Director of Strategy and Communications, large academic physician group 

The transformation enabled by Strategic Alignment Planning was not just operational. It was cultural. In an environment where the previous management approach had been described as resembling a game of Whack-a-Mole, the explicit process of asking each department what they needed, what they were committing to, and what they needed to make that commitment real created a fundamentally different implementation experience.


 
What this means for you

The strategic principle behind this result

Strategic plans are written for organizations. They are implemented by divisions and functional teams, each with their own existing commitments, constraints, and operational realities. The gap between an approved plan and an executed one is almost always an implementation gap. Committed leaders fail to recognize that facilitated conversations are required to connect the strategic direction to the operational reality in each part of their organization.

Strategic Alignment Planning is that conversation. It does not cascade goals from the top. It facilitates a process in which each department examines the plan from its own operational position, integrates new strategic priorities with existing commitments, and identifies what needs to change. It can then build the concrete implementation path it needs to be successful. When it is done well, teams stop waiting for direction on how to act and start delivering on commitments they believe in.

 If your organization has a strategic plan and a structure built to support it, but implementation is stalling, fragmenting, or failing to produce the focus you expected, the missing step is probably not a new plan or more structural change. It is a facilitated process that connects your strategic goals to your operational reality of each division and functional team, making execution concrete rather than aspirational.

 

Recognize your situation in this story?

Let's talk about what a strategic planning engagement with Focused Momentum would look like for your organization.

 

Client Stories

The Structure Was the Strategy

When your strategic plan can’t succeed because your organization isn’t built to execute it

The Weight of the Vision

When the weight of what you’ve taken on is larger than you understood when you said yes

Renowned Worldwide, Supported by Too Few

When your reputation fills the room but your case for support doesn't

Planning Must Go On

When crisis makes planning feel impossible, but the cost of not planning is higher

New Leader, Big Vision

How a first-time CEO aligned a resistant board around a bold new vision

Lost in the Dark

When you inherit a strategic plan that has no stakeholder buy-in

100 Years Young

When a proud legacy needs a new vision before it can celebrate its past

What Comes First?

When your bold strategic vision is creating organizational chaos 

From Trauma to Transformation

When stability isn’t enough: a traumatized organization needs a reason to believe again

If They Grow, We Grow

When your market is growing fast — and you're falling behind

The Big Squeeze

When competitive disruption hits from every direction — and you have no response

When Where You Are Is Who You Are

When a hidden geographic asset becomes the strategic foundation for everything that follows

Caught Off Guard

When you don't see the threat coming until it's too late to avoid it