This presentation was delivered on October 28, 2020 at The 2020 OPEN MINDS Executive Leadership Retreat. In the presentation, the speakers discussed how health plans are increasingly adopting programs that address social safety net issues and measuring their return-on-investment in both improved outcomes and reduced costs, as well as the future opportunities in moving to whole person care. The presentation speakers included: John Lovelace, President, UPMC For You & Chief Program Officer, Community Care Behavioral Health Organization Jim Fiorenzo, MBA, Senior Associate, OPEN MINDS . . .

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Strategy & Strategic Planning

Strategic planning is an essential business process for health and human service provider organizations. A strategic plan provides clarity and transparency from the board on performance expectations and priorities and serves as the overall foundation for organizational infrastructure development and operating plans. However, strategy is only one factor of the overall strategic planning process. Rather, strategy and strategic planning require a scenario-based, tactical, and detailed implementation and execution plan with the right management team and performance metrics to ensure the organization is progressing toward its strategic initiatives. Amid changing reimbursement models, consumerism, and other market disruptors, a strategic plan that is both market-focused and nimble is key for sustainability in an uncertain future.


Adults with a usual source of primary care were more likely to receive preventive screenings and less likely to experience acute care utilization, according to an analysis published by the Milbank Memorial Fund. Data from the 2016–2022 Medical Expenditure Panel Survey (MEPS) showed that adults with a primary care physician (PCP) had substantially higher rates of preventive services. For cardiovascular risk factors, 95.5% of adults with a PCP had their blood pressure checked, compared to… Read