Assisting the board in defining priorities for creation of the annual business plan
SGIM is an international organization of physicians and others who combine caring for patients with educating and/or doing research. It is dedicated to improving patient care, education, and research in primary care and general internal medicine.
Designing and facilitating a process for the bord to establish priorities that lead creation of an annual plan
Each year the SGIM board works with a facilitator to identify its priorities for the next fiscal year. Oliver Tessier was chosen to facilitate the 2005 planning retreat. The project includes:
Designing (with the CEO and board chair) an interactive planning process that responds to organizational values and board-defined strategic initiatives
Integrating new board members into the planning process by helping them understand what is expected of them and by encouraging equal engagement by all participants
Facilitating a planning retreat to promote optimal participant involvement and clear outcomes
Reviewing the draft of the annual plan based on the work of the planning retreat