Excelsior Wellness Strategic Plan

STRATEGIC PLAN 2023-2027

Innovation and Adaptation: The Path

Forward for Excelsior Wellness

EXECUTIVE SUMMARY

Excelsior Wellness, a healthcare system alternative, presents its strategic plan. Guided by our mission, vision, and core values of Quality, Compassion, Adaptation, and Innovation, we strive to align people, institutions, and resources to restore and preserve our community's mental, emotional, and physical health and well-being.

Our strategic plan encompasses six key goals that drive our actions and define our commitment:

• Collaborative Partnerships: We aim to foster partnerships with community-based healthcare organizations, nonprofits, and emerging best practice programs to co-create a sustainable and comprehensive healthcare system delivery. Through these collaborations, we ensure inclusive, accessible, and culturally sensitive care for our diverse population, with an enhanced focus on addressing the social determinants of health to decrease any barriers to care.

• Equity and Accessibility: We prioritize promoting equity and accessibility in healthcare by ensuring equal access to high-quality services for all communities. By breaking down barriers and addressing systemic disparities, we provide affordable care options that cater to individuals regardless of their socio-economic status, race, ethnicity, gender identity, sexual orientation, or other factors.

• Workforce Experience and Development: We recognize the importance of cultivating a positive and supportive work environment that values diversity, encourages professional growth, and fosters collaboration. By empowering our healthcare providers through ongoing training and education, we enhance their ability to deliver the best possible care and promote personal and professional development. We collaborate with educational programs to develop the workforce of the future.

• Optimal Resource Management: We are committed to optimizing the use of resources to provide efficient and effective healthcare services. By investing in evidence-based practices, technology, and programs that improve health outcomes and reduce healthcare costs, we ensure the most effective utilization of resources.

• Enhanced Care Experience: Our focus on patient-centered, compassionate care lies at the heart of our strategic plan. By engaging patients in their healthcare journey, providing education and support, and collaborating with other healthcare providers for continuity of care, we aim to enhance the care experience and empower individuals to take charge of their well-being.

• Best Health Outcomes: Our goal is to achieve the best health outcomes for our community. By delivering high-quality, individually tailored, and evidence-based healthcare services, we promote wellness, prevent illness, and strive to improve the overall health and well-being of our population.

At Excelsior Wellness, our leadership structure follows a collaborative model, meticulously designed to ensure agility and responsiveness in addressing the needs of both our organization and the communities we serve. Embracing this collaborative approach, we foster seamless communication and cooperation among various stakeholders, facilitating quick and holistic responses to emerging challenges and opportunities. By synergizing the diverse expertise of our leaders, healthcare professionals, employees, and community partners, we are empowered to adapt swiftly, innovate proactively, and deliver high-quality healthcare services that positively impact the well-being of our patients and the broader community. Through this inclusive leadership model, Excelsior Wellness remains committed to its mission of providing exceptional care, advocating health equity, and nurturing a culture of excellence.

To ensure effective implementation, we have defined specific objectives and corresponding implementation strategies aligned with different collaboratives within our organization:

• The Healthcare Collaborative focuses on implementing patient-centered and evidencebased care models, supporting practice and quality improvement strategies, fostering partnerships, and collaborating with educational institutions to provide ongoing training and development opportunities for healthcare providers.

• The HR Collaborative prioritizes an inclusive workplace and wellness, offering innovative best practices that support the employee lifecycle, from attraction, recruitment, and retention to separation.

• The Finance Collaborative emphasizes optimizing resource utilization, investing in technology infrastructure, and ensuring responsible financial stewardship

• The Operations Collaborative focuses on establishing efficient operational protocols, streamlining processes, and implementing technology solutions to enhance communication and collaboration.

Regular evaluation and review will be conducted to measure progress, collect feedback from stakeholders, and adapt strategies as needed to meet the evolving needs of our community. Excelsior Wellness is dedicated to realizing our strategic goals, promoting health equity, and creating a co-created community where every individual can find belonging, flourish, and connect within their community. By embracing diversity, fostering collaborative partnerships, and delivering high-quality patient-centered care, we are committed to achieving our vision of a healthier, stronger, and more satisfying life for all.

MISSION, VISION, VALUES

MISSION STATEMENT

Excelsior Wellness aligns people, institutions, and resources to restore and preserve our community’s mental, emotional, and physical health, and well-being.

VISION STATEMENT

That all people live healthier, stronger, and more satisfying lives.

STATEMENT OF VALUES

Quality, Compassion, Adaptation, and Innovation

ORGANIZATIONAL PROFILE AND HISTORY

BRIEF HISTORY OF THE ORGANIZATION

Our story is one of unwavering commitment to recognizing the worth and promise of each young person in our community. It begins with the narratives of children and young adults who faced abandonment, displacement, and ultimately found themselves in Spokane as one of the "orphan trains" final destinations. These trains traveled the nation, leaving behind youth who were coerced into labor on farms and within other industries across different communities. For those who arrived in Spokane, they faced solitude, trauma, physical disabilities, and urgent needs for mental, physical, and emotional assistance, as well as a safe haven.

In 1905, the Good Shepherd sisters founded a home in Spokane – expressly for youth who were “deprived of love, and affection, or security, stability and consistency required to get along well in their homes, schools and neighborhoods.” In 1982, the sisters transitioned their work to Excelsior Wellness – who went on to build programs and approaches to provide holistic care for the most underserved youth and families in the state. Excelsior began a multi-decade process of looking upstream to determine how to be more impactful, evolving from a residential treatment center and school to an integrated, community-based healthcare and education organization.

Today we continue this evolution and are increasingly basing our work within local communities. Our aim is to foster innovation and create a robust network of place-based, multi-generational services that work harmoniously to establish a solid foundation for a comprehensive, communitybased healthcare delivery system.

DESCRIPTION OF PROGRAM AND SERVICES

Excelsior Wellness is a healthcare system alternative that fosters partnerships and alignment with community-based healthcare organizations, nonprofits, and emerging best practice programs. Through Excel Solutions, we provide administrative support services, management oversight, governance oversight, financial oversight, and compliance oversight. These services ensure the alignment and co-creation of a sustainable, comprehensive healthcare system delivery that supports the well-being and holistic development of our community, guided by the 8 Dimensions of Community Wellness model and our FIVE-FOLD Commitment. Our collaborative efforts aim to provide youth-centered, community-based, and culturally sensitive care.

DESCRIPTION OF SERVICE POPULATION

Excelsior Wellness collaborates with a diverse population, including youth of all ages, their families, caregivers, and community members. Our primary commitment is to those facing multiple challenges and who may not fit into traditional norms. We prioritize their access to safety, stability, and support within their own communities. Our inclusive approach provides accessible care to individuals regardless of race, ethnicity, culture, sexual orientation, gender identity, religion, or any sensory, mental, or physical disability. By actively engaging a culturally inclusive workforce from diverse backgrounds, experiences, and geographic locations, we ensure accountability to the communities we serve.

DESCRIPTION OF ORGANIZATIONAL STRUCTURE

Excelsior Wellness operates under a shared governance model that promotes collaboration and alignment across our organization. Our governance structure involves the active participation of executives within our subsidiaries, provider teams, and collaborative leadership teams. These collaborative leadership teams are chaired by key executive officers, including the COO, CHRO, CMO, and other designated leaders.

At the center of our shared governance structure is the Executive Leadership Collaborative, led by the CEO who serves as the Chair. The Executive Collaborative consists of the CEO, President, CHRO, CMO, CDO, COO and CoS. This collaborative body ensures that strategic decisions, initiatives, and policies are developed and implemented in a coordinated manner, reflecting the expertise and perspectives of our executive leadership team.

By fostering shared governance, Excelsior Wellness promotes inclusivity, transparency, and effective decision-making throughout the organization. This collaborative approach allows us to leverage the diverse insights and experiences of our executives, subsidiaries, and providers to drive the achievement of our organizational goals.

We believe that shared governance empowers our leadership teams to make informed decisions, align resources effectively, communicate effectively and deliver high-quality person-centered care. By working together under this collaborative model, we ensure that Excelsior Wellness remains responsive to the needs of our community, achieves excellence in healthcare delivery, and upholds our mission of promoting holistic well-being for all.

Through shared governance, Excelsior Wellness reinforces its commitment to collaborative leadership, accountability, and the overall success of our organization and the individuals we serve.

CRITICAL ISSUES AND CHALLENGES

HEALTH DISPARITIES

Addressing health disparities within our community, including racial, ethnic, and socioeconomic disparities, is a critical issue that requires targeted interventions and a focus on equity and accessibility in healthcare systemically.

WORKFORCE SHORTAGE

The shortage of healthcare professionals poses a significant challenge in delivering highquality care and meeting the growing demand for services. Finding innovative solutions to attract, retain, and develop a diverse and skilled workforce is crucial.

FINANCIAL SUSTAINABILITY

Ensuring the financial sustainability of Excelsior Wellness and its subsidiaries is a critical issue to continue providing comprehensive services and support to the community. Balancing operational costs, securing funding sources, and optimizing resource utilization are essential for long-term sustainability.

TECHNOLOGICAL ADVANCEMENTS

Embracing technological advancements in healthcare is crucial to enhance patient care, improve operational efficiency, and ensure data security. Staying abreast of evolving technologies and effectively integrating them into our systems poses a critical challenge.

SWOT ANALYSIS STRENGTHS

• COMPREHENSIVE ARRAY OF SERVICES: Excelsior Wellness offers a comprehensive range of services, including education, behavioral health, primary care, and social and human services, providing a holistic approach to well-being.

• COLLABORATIVE PARTNERSHIPS: Excelsior Wellness has established collaborative partnerships with community-based healthcare organizations, nonprofits, and emerging best practice programs, enhancing the co-creation of a sustainable healthcare system delivery.

• COMMITMENT TO HEALTH EQUITY, DIVERSITY, AND INCLUSION: Excelsior Wellness prioritizes diversity and inclusion, both within its workforce and in providing culturally sensitive care to individuals from diverse backgrounds.

• STRONG LEADERSHIP: Excelsior Wellness benefits from a strong leadership team and shared governance model, enabling effective decision-making and alignment across the organization.

WEAKNESSES

• LIMITED RESOURCES: Like many healthcare organizations, Excelsior Wellness may face resource constraints, limiting the scope and scale of its services and initiatives.

• WORKFORCE CHALLENGES: The shortage of healthcare professionals and potential recruitment and retention issues pose challenges in delivering optimal care and meeting the needs of a growing population, Workplace recovery, and training time and cost required to close skill gaps.

• TECHNOLOGICAL INFRASTRUCTURE: Excelsior Wellness may face challenges in maintaining up-to-date technological infrastructure and adopting innovative healthcare technologies.

OPPORTUNITIES

• COMMUNITY ENGAGEMENT: Further engaging the community through education, outreach programs, and involvement in decision-making processes can enhance Excelsior Wellness's impact and foster a sense of ownership among community members.

• TELEHEALTH AND REMOTE SERVICES: Leveraging telehealth and remote service delivery can increase accessibility, especially for underserved populations and those in remote areas, expanding the reach of Excelsior Wellness's services.

• RESEARCH AND INNOVATION: Investing in research and innovation can lead to the development of new interventions, programs, and partnerships that address emerging healthcare needs and improve health outcomes.

THREATS

• REGULATORY AND POLICY CHANGES: Changes in healthcare regulations and policies can impact funding, reimbursement, and the overall operating environment of Excelsior Wellness.

• COMPETITIVE LANDSCAPE: Competition from other healthcare providers and alternative healthcare models poses a threat to Excelsior Wellness's market position and ability to attract and retain patients.

• PUBLIC HEALTH EMERGENCIES: Unforeseen public health emergencies, such as pandemics or natural disasters, can disrupt healthcare delivery, strain resources, and require swift adaptation and response.

ORGANIZATIONAL MANDATES

At Excelsior Wellness, our mission, vision, and core values guide our actions and decisions. Our mission is to align people, institutions, and resources to restore and preserve our community's mental, emotional, and physical health and well-being. We envision a future where all individuals live healthier, stronger, and more satisfying lives. Our core values of Quality, Compassion, Adaptation, and Innovation underpin our commitment to fulfilling these mandates. To fulfill our mandates, we are committed to the Excelsior Wellness Five-Fold Commitment plan.

1. EQUITY AND ACCESSIBILITY: Excelsior Wellness is committed to promoting equity and accessibility in healthcare by providing high-quality, affordable healthcare services to all communities including underserved communities. We are committed to breaking down barriers to healthcare access and ensuring that all individuals, regardless of race, ethnicity, gender identity, sexual orientation, or socio-economic status, have equal access to the care they need.

2. WORKFORCE EXPERIENCE: At Excelsior Wellness, we recognize that our healthcare providers are the foundation of our organization. We are committed to creating a positive and supportive work environment that values diversity, encourages professional growth and development, and fosters a culture of collaboration, respect, and open communication for our entire workforce. We strive to promote work-life balance, reduce burnout, and empower our staff to provide the best possible care to our patients.

3. OPTIMIZING THE USE OF RESOURCES: Excelsior Wellness is committed to optimizing the use of our resources to provide high-quality healthcare services while minimizing waste and maximizing efficiency. We are committed to using evidence-based practices and technology to streamline our operations and improve the effectiveness and efficiency of our services. We prioritize investing in programs and services that are proven to improve health outcomes and reduce healthcare costs.

4. ENHANCING THE CARE EXPERIENCE: At Excelsior Wellness, we are committed to enhancing the care experience for our patients by providing patient-centered, compassionate care that prioritizes their physical, emotional, and spiritual needs. We are committed to engaging patients in their care, providing education and support to help them make informed decisions about their health, and collaborating with other healthcare providers to ensure continuity of care. We continuously strive to improve the quality of our services and the overall care experience for our patients.

5. ACHIEVING THE BEST POSSIBLE HEALTH OUTCOMES: At Excelsior Wellness, our ultimate goal is to achieve the best possible health outcomes for our patients. We are committed to providing high-quality, evidence-based healthcare services that are tailored to the unique needs and preferences of each patient. We strive to prevent illness and promote wellness by emphasizing preventative care, health education, and early intervention. We measure our success not only by the clinical outcomes of our services but also by the satisfaction and well-being of our patients. We continuously evaluate and improve our services to ensure that we are delivering the best possible care and achieving the best possible health outcomes for our patients.

STRATEGIC GOALS AND OBJECTIVES

GOAL 1: COLLABORATIVE PARTNERSHIPS OBJECTIVE

OBJECTIVE 1: Foster partnerships with community-based healthcare organizations, nonprofits, and emerging best practice programs to create a sustainable and comprehensive healthcare system delivery.

OBJECTIVE 2: Engage diverse stakeholders to build inclusive and culturally sensitive healthcare solutions that address the needs of our community.

GOAL 2: EQUITY AND ACCESSIBILITY

OBJECTIVE 1: Promote equity and accessibility in healthcare by ensuring equal access to high-quality services for all communities, regardless of socio-economic status, race, ethnicity, gender identity, sexual orientation, or other factors.

OBJECTIVE 2: Break down barriers to healthcare access by addressing systemic disparities and providing affordable care options.

GOAL 3: WORKFORCE EXPERIENCE AND DEVELOPMENT

OBJECTIVE 1: Cultivate a positive and supportive work environment that values diversity, encourages professional growth, and fosters collaboration, respect, and open communication.

OBJECTIVE 2: Empower our healthcare providers through ongoing training and education to deliver the best possible care and promote personal and professional development.

GOAL 4: OPTIMAL RESOURCE MANAGEMENT

OBJECTIVE 1: Optimize the use of resources to provide efficient and effective healthcare services.

OBJECTIVE 2: Invest in evidence-based practices, technology, and programs that improve health outcomes and reduce healthcare costs.

GOAL 5: ENHANCED CARE EXPERIENCE

OBJECTIVE 1: Prioritize patient-centered, compassionate care that addresses the physical, emotional, and spiritual needs of individuals.

OBJECTIVE 2: Enhance the care experience by engaging patients in their healthcare journey, providing education and support, and fostering collaboration with other healthcare providers for continuity of care.

GOAL 6: BEST POSSIBLE HEALTH OUTCOMES

OBJECTIVE 1: Achieve the best possible health outcomes for our community by delivering tailored, evidence-based healthcare services.

OBJECTIVE 2: Emphasize preventative care, health education, and early intervention to promote wellness and prevent illness.

IMPLEMENTATION STRATEGIES

• Strengthen partnerships with community-based healthcare organizations, nonprofits, and emerging best practice programs through collaborative initiatives and shared resources.

• Establish community advisory committees to ensure diverse perspectives and community involvement in decision-making processes.

• Develop and implement initiatives to address health disparities, promote health equity, and remove barriers to healthcare access.

• Foster a culture of diversity, inclusion, and belonging within the organization through training, awareness programs, and policies that support a culturally inclusive workforce.

• Continuously evaluate and improve operational processes to optimize resource utilization, streamline services, and enhance efficiency.

• Invest in technology infrastructure and data analytics capabilities to support evidencebased practices, monitor health outcomes, and drive informed decision-making.

• Implement patient-centered care models that prioritize the individual's physical, emotional, and spiritual well-being.

• Collaborate with educational institutions and professional associations to provide ongoing training and development opportunities for healthcare providers.

• Establish quality improvement initiatives to monitor and measure healthcare outcomes, patient satisfaction, and overall community well-being.

IMPLEMENTATION STRATEGIES BY COLLABORATIVE

HEALTHCARE COLLABORATIVE

• Strengthen partnerships with community-based healthcare organizations, nonprofits, and emerging best practice programs through collaborative initiatives and shared resources.

• Participate in community advisory committees to ensure diverse perspectives and community involvement in decision-making processes.

• Implement patient-centered care models that prioritize the individual's physical, emotional, and spiritual well-being.

• Collaborate with educational institutions and professional associations to provide ongoing training and development opportunities for healthcare providers.

• Establish quality improvement initiatives to monitor and measure healthcare outcomes, patient satisfaction, and overall community well-being.

HUMAN RESOURCES COLLABORATIVE

• Foster a culture of diversity, inclusion, and belonging within the organization through training, awareness programs, and policies that support a culturally inclusive workforce.

• Strategic Workforce Planning: Collaborating with the executive team to develop and implement long-term workforce planning strategies that align with the organization's business objectives and growth plans.

• Collaborate with the Healthcare Collaborative to ensure the recruitment and retention of a diverse and talented workforce.

• Provide ongoing training and support for staff to promote professional growth, well-being, and work-life balance.

FINANCE COLLABORATIVE

• Continuously evaluate and improve operational processes to optimize resource utilization, streamline services, and enhance efficiency.

• Invest in technology infrastructure and data analytics capabilities to support evidence-based practices, monitor health outcomes, and drive informed decision-making.

• Collaborate with the Healthcare Collaborative to develop financial strategies that ensure sustainable and cost-effective healthcare delivery.

• Implement fiscal management systems and controls to ensure responsible financial stewardship and compliance.

OPERATIONS COLLABORATIVE

• Establish operational protocols and workflows that support efficient and effective healthcare service delivery.

• Create solutions to operationalize strategies.

• Review and enhance stewardship of our physical plant and resources

• Monitor and evaluate the effectiveness of operational processes and implement improvements as needed.

• Collaborate with the Finance Collaborative to optimize resource allocation and utilization.

• Analyze and resolve compliance concerns.

• Implement technology solutions to streamline operations and improve communication and collaboration within the organization.

SUSTAINABILITY STRATEGIC PATH

Excelsior's Mission of aligning people, institutions, and resources to restore and preserve our communities' mental, emotional, and physical well-being is well-positioned to adopt a more comprehensive and imaginative approach to sustainability. Indeed, owing to the ever-increasing danger to humans' health and well-being, our Mission necessitates a dedicated commitment to environmental stewardship. To this end, we can express our commitment to sustainability to boost employee engagement, customer preference, and operational cost reduction in crucial areas. Moving sustainability from an aspiration or secondary initiative to a flagship statement would have far-reaching consequences for our position as integrated, whole-person care leaders.

• Establish an Excelsior Wellness Sustainability Committee consisting of a diverse set of stakeholders: all levels of the organization, consumers, and community members.

• Establish a comprehensive sustainability plan that clearly articulates our Vision, Mission, and Values

• Develop a fleet vehicle transition plan for procurement of all-electric fleet vehicles.

• Transition to solar energy for our main building site (55 square feet of flat roof capability)

• Changing to purchasing policy to include:

o Establishing a purchasing policy to eliminate vendor procurement of all nonessential, non-compostable, single use plastics.

o Establishing a procurement policy to prioritize locally sources food procurement.

• Establish a new building or remodel sustainability policy that ensures new buildings and remodels are consistent with stated sustainability goals.

• Develop an employee sustainability charter and pledge for individuals' personal and professional lives.

• Research and experiment with employee sustainability incentives

o Examples:

 Extra vacation days for sustainability pledges

 Build financial incentives for transitioning to EV (Electric Vehicle) vehicles.

 Off-set year reduction in electricity

• Use the EV car program to support transition; we could do this at no cost since it is an internal program.

• Develop a paperless goal; at minimum, developing a paper procurement policy.

• Reduce water consumption by an established percentage following a review of current water usage. Establish a policy for water consumption.

• Ensure that our Diversity, Equity, Inclusion, and Belonging have sustainability strategies related to climate justice.

• Develop a contract policy that ensures the sustainability of all contracted vendors is considered in the process (not sure what this would look like)

• Transition away from containerized water

• Invest in carbon-neutral charging stations for consumers to access when using services.

• Broaden our grant acquisition strategy to pursue grants supporting communities and individuals that are disproportionately impacted by climate change.

APPENDIX: FIVE-FOLD COMMITMENT INFOGRAPHIC

GLOSSARY

8 Dimensions of Community Wellness, 6

access, 3, 7, 11, 12, 13, 14

Accessibility, 3, 10, 11

Collaborative Partnerships, 3, 8, 11

community advisory committees, 12

diversity, 3, 4, 8, 11, 12

Equity, 3, 8, 10, 11, 14

evidence-based, 3, 11, 12, 13

Excel Solutions, 6

Finance Collaborative, 4, 13

financial stewardship, 4, 13

Five-Fold Commitment, 6

health disparities, 8, 10, 12

health equity, 4, 12

Healthcare Collaborative, 4, 12

History, 6 HR Collaborative, 4, 12 inclusion, 8, 12 inclusive, 3, 7, 11, 12 mandates, 10 Mission Statement, 5 Operations Collaborative, 4, 13 patient-centered, 3, 4, 11, 12 remove barriers, 12 Resource Management, 3, 11 shared governance model, 7, 8 Vision Statement, 5 Workforce Development, 3 Workforce Shortage, 8, 9