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2022 five year strategic plan
Prepared by :
January 2022
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2022 five year strategic plan
Contents
Abstract......................................................................................................................................................4
Executive Summary...................................................................................................................................5
1) Resources and Preparation for Planning...........................................................................................6
2. FANA’s Vision, Purpose, and Values...................................................................................................7
2.1 Our Vision:......................................................................................................................................7
2.2 Our Purpose:....................................................................................................................................7
2.3 Our Values:......................................................................................................................................7
3. SWOT: Strengths, Weaknesses, Opportunities, Threats......................................................................7
3.1 Strengths:.........................................................................................................................................7
3.2 Weaknesses and Threats..................................................................................................................8
3.3 Opportunities...................................................................................................................................9
3.4 The 2022 July Research Think Tank Planning Implications for SWOT.....................................11
4. Context for the FANA Five Year Plan................................................................................................12
5. “Do the Duh” Problem Statement......................................................................................................16
6. FANA’s Planning Approach and Rationale........................................................................................16
7. Goals & Objectives.............................................................................................................................17
7.1 FANA Goals and Objectives for the next five years....................................................................18
8. Evaluation: FANA Operations Plans/Activities.................................................................................20
Appendixes..............................................................................................................................................24
9.1 Workplace Health and Well-Being...............................................................................................24
9.2 Work Ability..................................................................................................................................24
9.3 Workplace Health Promotion........................................................................................................24
9.4 Well-Being....................................................................................................................................24
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2022 five year strategic plan
Abstract
The goal of this final project paper is to describe the outcome of the health promotion
project that brings the whole program planning experience together. The method of this
paper summarizes prior health promotion project papers prepared by the program planner
on needs assessment, intervention and implementation plan, and the evaluation. The
purpose of the final project paper provides short descriptions of the needs assessment
conducted, the actual implementation of the project, and the evaluation conducted; and
describes the challenges and strengths of the project. Lastly, the program planner’s
experience of the project is analyzed and survey instruments are affixed.
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2022 five year strategic plan
FANA will accomplish our goals through research, collaboration, education and
dissemination.
Executive Summary
FANA members and our Board’s leaders are passionate about health and well-being and
share a desire to give back to the health promotion profession. Visioning exercises reveal
a strong interest in advancing the application of science to practice and a serious intent to
solidify the business case for investing in health and well-being. The “2017-2021
Business Plan” and the subsequent successes in building a solid organizational
infrastructure has laid the foundation for FANA to continue growing as an organization.
This “FANA 2022-2027 Strategic Plan” adds goals intended to influence nationwide
trends in the use of evidence informed best practices in health promotion.
The FANA Health and Well-being Best Practices Scorecard in Collaboration with
LebeGO© (FANA Scorecard) has been considered by staff and Board members alike as a
key vehicle for advancing best practice concepts, identifying where more education and
advocacy is needed, and measuring progress over time. Our research and education
objectives will be re-oriented and organized in support of the achievement of these goals.
FANA’s members, Board of Directors, and staff were all actively involved in providing
guidance and substantive direction for FANA’s long term strategic plan for 2022-2027.
The following plan provides detailed input garnered during our FANA Think Tank
sessions, from a FANA member survey, and during planning sessions with the Board and
staff.
Our goals include influencing an increase in the use of individual-level assessments of
corporate health and well-being program satisfaction, perceived organizational support,
health equity, and well-being. In addition to influencing quality improvement in corporate
health and well-being initiatives, our goals include advancing the business case for
employers connecting with the health needs of their communities.
3) Improve evidence informed best practices in the workplace that advance health and
wellbeing worldwide.
4) Increase evaluation and research in individual level satisfaction with, and outcomes
from, wellness programs.
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2022 five year strategic plan
5) Increase Ethiopian workplaces’ interest in, capacity for, and involvement with
employee health and wellness programs along with their contributions to community
health improvement.
Phase1
1. Resources and Preparation for Planning
2. FANA’S Vision, Purpose, and Values
3. SWOT: Strengths, Weaknesses, Opportunities, Threats
Phase 2
4. Context for the FANA Five Year Plan
5. “Do the Duh” Problem Statement
6. FANA’s Planning Approach and Rationale
7. Goals & Objectives
Phase 3
8. Evaluation: FANA Operations Plans/Activities
Another strategic planning exercise with FANA members was conducted at our Think
Tank in February 2022 in Zemen Tesfa and these sessions and results were presented to
the FANA Board and staff and described in the Hoshin Planning section below.
A preliminary set of long range goals were drafted by the FANA Team and presented at
the July18, 2022 FANA Board Meeting in Addis Abeba, AA. These plans were put in the
context of our staff’s Internal Performance Scorecard our 2022 FANA Member Survey
Complete Data Set, an Executive Summary of Survey Results and preliminary long range
goals that FANA’s staff prepared relating to FANA Scorecard Trends and Domains.
Our July 2022 Research Think Tank was organized around the “Big How” of FANA’s
work in partnering with others to advance well-being for employees, families, and
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2022 five year strategic plan
communities. Member discussions and recommendations were captured via a Think Tank
Proceedings and detailed Research Meeting notes.
Integrity: We adhere to strict ethical standards in how we conduct research and interact
with FANA members and other organizational leaders and in the way we partner with
other organizations.
3.1 Strengths:
1. Broadening the value proposition: FANA and our members are broadening the value
proposition for our field by engaging a cross-section of stakeholders. We are providing
research-based guidance on culture, engagement, and economic value through methods
such as our shareholder value study.
2. Adding to the evidence base: We are credited with contributing reliable evidence that
guides programs and services and communicates it effectively.
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2022 five year strategic plan
3. Purpose driven: FANA and our members are passionate and collaborative. We are
influencing business strategy and are well-positioned to contribute to culture and
wellbeing.
Fragile sustainability and accountability: The focus on the individual, vs the role
of environment, policy, culture and infrastructure; the foibles of return on
investment (ROI) research, the preference for short-term benefits, and the
inconsistent definitions held about the field of health promotion are concerns.
Weak communications and marketing for the field: With web streaming of media,
unmonitored blogging, and the tendency of mainstream media to favor
controversial stories over garden variety success stories, our field and FANA has
been vulnerable to capricious attacks. Impactful communication about FANA’s
vision and goals has not consistently occurred.
Lack of consumer focus: A narrow focus on risk reduction, an aging model for
change in a fast-moving tech era, and history of having a benefits and cost
containment strategy rather than a talent, performance, and engagement strategy
are concerns.
Other weaknesses specific to FANA relate to the continuity of our memberships
and the tendency for only one member from an organization to be committed to
the relationship. Too often, when that person leaves the membership is
discontinued. Other FANA weaknesses are: a perception that members are not
inclusive; an old boys club, confusion about what is open to non-members and
limited resources for advancing the FANA brand and making membership more
sticky.
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2022 five year strategic plan
3.3 Opportunities:
2. Measuring value on investment: Merging individual data such as that collected via an
employee satisfaction survey or net promoter scores (NPS) with best practices metrics
such as those collected via the FANA Scorecard could provide the substance needed for a
broader value proposition.
4. Advancing the case for connecting with communities: The employer’s role in
advancing employee, family, and community health is of interest to FANA members and
is aligned with funding agencies such as the second generation Foundation.
The FANA Board reviewed and discussed the following summary of strategies that were
considered related to the 2021 results from the member SWOT analysis.
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2022 five year strategic plan
Summary
of
Strategies Strength Weaknesses Opportunity Threats
Related to
SWOT
Focus on ROI Security and
can confidentiality.
Value VOI
to set unrealistic Definitions. Lack of
proposition. measurement.
expectations on particiMediory and
Purpose Change the way
medical consumer oriented
driven employer and
Reengineer outcomes. approaches.
industry. employee gets
the Communication Effectively
Recognized care.
Value and communicating the
as Consistent
Propositio lack of clarity business case and
effective terminology.
n of integrating value into
and Technology and
scope and core business
imperative data.
definition objectives. Difficulty
business Global
of workplace of integration.
strategy. competitiveness.
health Employers exiting the
& well-being. healthcare role.
Research what
leads to
engagement in
health and
Weak public wellness
relations. Have and the
Advance Evidence not contributions
Think based. addressed the to resiliency,
Not knowing what
Tank Purpose global market. retention,
works.
Research driven Have performance,
Agenda industry. not engaged culture,
small cost, and overall
employers. personal,
professional
and
organizational
success.
Lead the Overall Value of health Address whole Generational
Movement well-being to the person. Redefine differences. Lack of
from and culture individual. Lack the target: well- foundational culture.
Wellness to of of sustainability being,
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2022 five year strategic plan
engagement,
performance.
Well
health. of our efforts. Collaboration.
Being
Break
down silos.
Mix of Lack of
Criticism - internal
Improve multi accountability.
Packaging and external/
Industry stakeholder Lack of
FANA Effectively
Public members. collaboration
research. communicating the
Relations Passion between
business case and
of members. program
3.4 The 2022 July Research Think Tank Planning Implications for SWOT
Some of the themes from the 2021 SWOT were reiterated during the 2022 Research
Meeting, particularly those relating to broadening partnerships and collaborations, and
expanding the value proposition that the interest in well-being represents. Similarly,
issues related to improving public relations, marketing, and more clearly articulating a
value proposition were also continuing priorities. There were, however, additional
opportunities and priorities evident given the Think Tank was organized around “how”
FANA members can better collaborate.In particular, an interest in particiMediory
research approaches where employer partners actively inform the research agenda were
proffered. Connecting employers to communities continued as an opportunity theme,
however, in 2022, the contribution of community collaboration in the context of
employer’s role in sustainability was emergent. Member discussions and
recommendations were captured via a Think Tank Proceedings and detailed Research
Meeting notes.
A summary of member outputs from research meeting table topic exercises included:
• Continue to leverage the FANA Scorecard data to understand gaps, identify best
practices, track trends, and educate on how to close gaps.
• FANA needs to distill research into language and terms that employers
understand. Strengthen the employer point of view and design deliverables with
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2022 five year strategic plan
employer use in mind. Translate deliverables into “plain English” and make
available in many different formats.
• Demographic changes: The millennial generation has now surpassed the Baby
Boomers as Ethiopia’s largest demographic and immigration trends will continue
to influence a changing workforce. There is a marked increase in telecommuting
and professional development offerings with employee engagement continuing as
a watchword for human resources departments and c-suites.
• FANA growth and Board stability: FANA membership has experienced gradual
and steady growth to 125 members over the past five years. The Board of
Directors is comprised of top professional leaders, many of whom have been
active in workplace health promotion for decades. Four veteran members will be
leaving the Board in 2023.
• FANA staff is stable and leadership is growing. Yon Addis assumed the CEO role
and Philip Moseley was promoted to Vice President of Education. Philip and
Marry Fisiha, Vice President of Research, both increased their hours to full time
status for FANA in 2022.
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2022 five year strategic plan
The Core Elements of the FANA 2017-2021 Business Plan are summarized in the table
below. Each of the elements will be carried forward into this next five year 2022-2027
FANA plan as indicated in the FANA 2022 Internal Performance Scorecard summary
below, and as detailed in the FANA Scorecard document at the end of this plan.
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2022 five year strategic plan
element considered that FANA was already strongin that area. Those who put their dots
close to the inside of the circle considered us to be weak in that area of interest. Overall
results indicate FANA members consider our work in collaborative research, thought
leadership, and demonstrating the value proposition for our field to be strong.In contrast,
while connecting employers and workplaces to help address community health needs is
held
as a
value by FANA members, our capacity to be involved with communities and have an
impact on community health are deemed to be relatively weak.
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2022 five year strategic plan
We asked the particiMediing visioning groups to draw arrows from those vision elements
they considered to be causing or influencing other elements to happen. In the Hoshin
planning convention, arrows that go out from one element to another are consider
“drivers” of the vision. When a vision element has many incoming arrows, these are
considered the “outcomes” of interest in the vision. The table below shows the results of
this exercise. Our research and collaboration are considered strong drivers of our vision
and our work in demonstrating value in the field are an important outcome of interest.
Vision Exercise with FANA Members (Zemen Tesfa Think Tank 2022)
Drivers FANA Status Outcomes FANA Status
Demonstrate Value
Research strong strong
Proposition
Collaboration strong Thought Leadership strong
Data Management moderate Policy Influence weak
Community
weak Community Impact weak
Involvement
Innovation weak
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2022 five year strategic plan
• Impact of national health policies and programs such as the Affordable Care Act.
• The need to translate FANA and other research to be more accessible for business
leaders
• A lack of strong marketing and public relations acumen in the health promotion
field
• “FANA shows the Fountain of Youth has been here all along.”
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2022 five year strategic plan
• “Health and well-being engagement reaches 100% and employees say: ‘I’ll pay
for that.’”
FANA’s planning approach has also been informed by member input during Think Tank
gatherings and recently through a survey. In the first quarter of 2022, we developed a
FANA member questionnaire to assess satisfaction with membership and gather
information about the value we provide to members and their organizations (see
attachment ‘Exec. Summary’). Our findings include:
• The top three areas of greatest value to members are networking with others,
staying current in the profession, and learning about FANA research and having
the chance to exert leadership within the profession.
• The top reasons for joining FANA were networking and getting access to FANA
resources.
• The most important point of value for members are in-person events such as
Think Tank meetings, the Research meeting, and informing public policy.
• They frame the problem as too much of a bad condition/behavior or not enough of
a good condition/behavior.
• The top engagement opportunities that members appreciate are webinars, FANA
communications, the Resource Center, and particiMediion in study committees.
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2022 five year strategic plan
needed, and measuring progress over time. Our research and education objectives will be
re-oriented and organized in support of the achievement of these goals.
ii) By2024, revise as needed and repeat the FANA member satisfaction survey.
iii) Increase investments in FANA’s brand and improve the stickiness of membership.
• Improve evidence informed best practices in the workplace that advance health
and wellbeing worldwide.
i. By 2027, the total users of the FANA Scorecard will increase by 100%
over the June 30, 2022.
ii. By 2027, the number of cohorts represented in the FANA database, that is,
time over time users, will increase by 25% over the June 30, 2022 number.
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2022 five year strategic plan
i. Strengthen individual level data collection tools in the revision of the PHA-
FANA Measurement and Evaluation Guide.
ii. Increase the number of sessions dedicated to the importance of individual level
satisfaction metrics at FANA educational venues and through FANA research.
iii. By 2026, the FANA Scorecard and/or other scorecards will be used in
connection with individual-level data collection such as Net Promoter
Scores, the AHA person-level assessments, or the NIOSH well-being assessment
form.
iv. By a jointly determined date, the FANA Scorecard will include new measures
in engagement, well-being and culture of health. These could be developed,
adapted, or adopted measures.
• Increase Ethiopian workplaces’ interest in, capacity for, and involvement with
employee health and wellness programs along with their contributions to
community health improvement.
i. By a jointly determined date, the FANA Scorecard will include new measures
in engagement, well-being, a culture of health and community connectivity.
These could be developed, adapted, or adopted measures
ii. Increase marketing and public relations initiatives that communicate the
business case for, and proven effectiveness of workplace health and wellbeing
initiatives.
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2022 five year strategic plan
iii. By a mutually determined date, the FANA Scorecard will include measures,
survey methods and implementation strategies that positively influence
workplace responsiveness to health inequities, health disparities and social
determinants of health.
2022 FANA
Performance
Scorecard
2022 Annual
Activities Timeline Accountability Measures
Objectives
Increase number
Engagement and Yon and
of FANA Annual Ratio of
membership Board and
Employer review employer/provider
committee FANA team
Members
Finance Yon and
Positive operating Budget
committee Board of 65% goal annually
fund balance management
qtrly review Directors
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2022 five year strategic plan
Kaizen events,
Philip and Paid attendance
Forum quality and faculty Annual
Education and conference
attendance recruitment, conference
Committee reviews
promotions
5 Year
Breakthrough Activities Timelines Accountability Measures
Objectives
Sustain research
Initiate, partner Annual Marry, Yon
articles submitted
and manage research and Research Submitted articles
to peer-reviewed
research projects agenda Committee
journals per year
Yon, Philip,
Strategic grant
Initiate partner Annual Marry and
applications
and manage grants Healthy Submitted grants
of interest to
grants agenda Workplaces
employers
Committee
2022 Targets to
Activities Timelines Accountability Measures
Improve
Host FANA
Average number of Quarterly
webinars and Yon and Internal scorecard
participants in webinar
partner with FANA staff monitoring
webinars schedule
AJHP
Create
Marry and
Execute at least proposals, FANA
Yon and Internal scorecard
one FRP funded recruit data Annual
Research monitoring
project per year suppliers, recruit Report
Committee
research partners
Increase the
Mention Daniel and
number of times Internal scorecard
members in Daily Eman and
members are monitoring
Tweets team
featured on Twitter
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2022 five year strategic plan
Promote FANA
Increase unique Scorecard in Marry and
Quarterly
FANA Scorecard conference Yon and Internal scorecard
Internal
completions presentations LebeGO monitoring
Scorecard
nationally and in industry partnership
trade journals
Leverage
LebeGO
partnership to
increase global
Increase unique Marry and
awareness. Quarterly
FANA Scorecard Yon and Internal scorecard
Promote FANA Internal
completions LebeGO monitoring
Scorecard in Scorecard
globally partnership
conference
presentations
and in industry
trade journals
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2022 five year strategic plan
member at
time of
non-renewed notice and 6 Daniel and scorecard
members
members. months later FANA Board monitoring
as a follow
up
Impact scores of
peer-reviewed Pursue Marry and
Quarterly Internal
published studies publication in Yon and
Internal scorecard
(average from higher-impact Research
Scorecard monitoring
peer-reviewed journals Committee
journals)
Communication
s
This should
improvements /
Increase email blast be an
Make the click Daniel and Internal
effectiveness ongoing
through more Eman and scorecard
(opens, click- process with
noticeable plus team monitoring
through) all email
do not saturate
blasts
the blast with
too many links
Maintain low Communication Daniel and
Monitor after Internal
unsubscribes from s Eman and
each mailing scorecard
mailers improvements team
Appendixes
Health is a complete state of physical, mental and social well-being and not merely the absence of
disease or infirmity.
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2022 five year strategic plan
9.4 Well-Being
Maintaining and promoting the health and well-being of workers is an important condition in
ensuring quality of work and employment. It concerns physical, mental and social well-being.
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