Operational Plan Project

Create a three year operational plan from the project data above. Include the following elements: (as found in http://youtu.be/Bhri9yrnhhE)
Vision
Goals
Objectives for each goal
Actions to be taken to get there
Time line that may vary the objectives for that period of time
Your facility wants you to expand the navigator role in the institution from Oncology to also include specially trained Chronic Disease (CD) navigators for ALL CHRONIC DISEASES they treat for patients who are 65 and older and on Medicare. Review the navigator role in a new and expanded way in such a way as would benefit and inform your institution. (Please review this video on Nurse Navigators: http://youtu.be/RcZITfZ1C1A.)

You have been directed to meet the following objectives for the next two Sessions:
Build a three year Operational Plan for this project (Session #4).
Present a 12 month budget for a program starting in 9 months (Session #5).
Build a Fixed (Static) or Flexible Budget. (Put capital expenditures on this same budget if needed).
Your project assignments must work towards the following goals:
Cut all re-admissions rates for patients 65 and older for all chronic diseases from 19% to 9% in year one, and drop to 6% in future years.
Use nurse navigators to intervene and solve problems before there is a readmission. Historical data from other states indicates navigators have a 90% prevention for re-admission rate when using assessment tools for readmission risks for all chronic diseases patients who join the program.
Attempt to break even in the first year if possible. You have the freedom to adjust all FTE (full-time equivalents), or PTE (part-time equivalents), or program structure, as you see fit.
Data:

Ages 65 and older CD cases per year = 25,000 emergency department (ED) visits, 15,000 hospitalized (IP) stays. Re-admissions in less than 30 days for both areas is at 15%, and these are not paid by Medicare if re-admitted in less than 30 days. Average cost per ED visit is $7,000 and for IP is $18,000 for the average three day stay. In the first year, 20% of this entire population is willing to work with a nurse navigator currently based on interviews and they project this to grow to 25% after the first year.
You are 1 FTE, paid $44 per hour as the manager plus a 33% benefits package, with $100 phone stipend, and no car or travel coverage, but the hospital will cover your expenses for 12 months as a start-up department.
Space, office equipment, office phones, and office supplies will be provided by the hospital for free for three years.
The office has one staff assistant that takes messages and calls RN’s when needed. Staff assistant is paid $18 per hour, 33% benefit package, and works 2080 hours/yr.
Navigator weekly work load is expected to be from 100 clients, with 20% needing home visits/mo. & 60% need phone calls only, and 20% needing assistance going to their doctor, connecting to lay services and social workers for assistance. (calls average 20 min. each; home visits are 2 hours total time to include travel; and connecting to services average 30 min. per person)
One navigator will need 40 hours of classroom training on the program and practice model before starting the workloads. The trainer can be the manager, or an outside agency that costs $1200 per nurse trained in a single week session and a minimum number of nurses per session of 4.
FT Navigators will be given a $100 phone stipend for using their own cell phones. PT get $50 monthly stipend.
Navigators are experienced RN’s who are paid $35 per hour plus a 33% benefit package for FT, and $42 per hour without benefits for PT. (you decide the best mix)
Navigators work (FT) 2080 hours per year. PT is up to 1040 maximum hours.
Navigators need supplies for home visits that equal $40 per home visit.
Transportation has threeoptions-youpick the option you want:
OPTION #1: leased hybrid cars for $225 per month with maintenance included and insurance of $75 per month.
OPTION #2: Use their own vehicle. Pay $0.55 per mile, plus personal car usage fee of $50 per month. If there is a car crash using their own vehicle, there is a 100% car repair or payoff fee that is paid through underwriter insurance at $100/mo. per car.
OPTION #3: Purchase cars at $22,000 per car, $75 per month insurance, (not for profit institution). Depreciate at 10% per year for five years. (All options have the following: Fuel is expected to cost $3.10/gal. hybrids get 45 miles per gallon, and personal cars get 20 miles per gallon. Each navigator travels 250 miles per month on average).