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How to Establish a Palliative Care Program

Marketing Plan

"A new program must define its identity rather than have it done by default." (Walsh, 1996).

Marketing begins well before program implementation. The process of needs assessment itself will begin to spread the word about palliative care and the developing program.

Educational programs are an excellent way to market palliative care services while improving patient care. Before launching, the palliative care program can be marketed to providers expected to serve as sources of referral.

Conventional avenues of communication are useful to market the palliative care program, including E-mail notices, posters, flyers, continuing education program announcements, participation in Grand Rounds or other regularly scheduled conference, or articles in newsletters.

The institution's marketing staff and/or Public Affairs/Communications office(s) can be a valuable resource to help in marketing the palliative care program. Seek their support early in planning your marketing efforts.

Use business concepts to help market the service.

Resource: Perrault WD, McCarthy EJ. Basic Marketing: A Global-Managerial Approach. 14th Edition. McGraw Hill, 2002.

Product

What does the service offer? Is it what people want? Need? One treatment-oriented oncologist reported he used the palliative care service for 100% of his patients because it made his life better - fewer desperate telephone calls and more grateful patients.

Price

What does it cost customers to get palliative care services? In addition to money and the payment policies of insurers, think in terms of effort, burden, and ease of accessing you. One service failed because it was hard to get them to see patients, they would only see certain kinds of patients at certain times. In addition, the referring service felt scolded when they did refer. In other words, the price of using the service was too high.

Place

Is the service conveniently located? How can it be accessed? Who helps make the service easily accessible and available to the target audience? Remember, the target audience is more than just patients and families.

Promotion

What are the ways in which your key customers will learn about you? Where do they look for information? Will the new team go to every possible conference and committee meeting to talk about the service?

What do others say about the service? The word-of-mouth marketing of the physicians, staff, and patients that the program has cared for are one of the best sources of marketing. Do they sing the praises of the service or do they complain about it? People will use again what they found helped them with a problem in the past.

A few important aspects of marketing are:

  • Evaluate your proposed messages. Are they consistent with the host organization's messages?
  • Team members presence on clinical service units, at meetings, and in the halls represent marketing opportunities
  • Evaluate the targets of your marketing
    • Within the organization
      • CEO, Leadership
      • Board of Directors
      • Medical staff
      • Nursing, social work, Chaplaincy, pharmacy, therapies staff
      • Other services, wards
    • External to the organization
      • Community hospice organizations
      • Community physicians
      • Public
  • Determine how will you track your success at promoting the program

The San Diego Hospice and its programs use the following questions to guide the marketing. This has resulted in 30-40% growth per year in numbers of patients served, revenue, and philanthropy:

  • "How can I help you find the front door?"
  • "How can I say yes?"
  • "How can I help you realize your next steps?"

CAPC Resources:
Additional resources on "Preparing a Business Plan"

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Help develop CAPCManual. Send your comments, questions, suggestions to: fferris@sdhospice.org
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CAPCManual Attribution:  von Gunten CF, Ferris FD, Portenoy RK, Glajchen M, eds. CAPCManual: How to Establish A Palliative Care Program. New York, NY: Center to Advance Palliative Care, 2001.   © Center for Palliative Studies, San Diego Hospice & Palliative Care, San Diego, CA and
The Department of Pain Medicine and Palliative Care, Beth Israel Medical Center, New York, NY, 2001

Permission to reproduce for non-commercial educational purposes with display of attribution and copyright is granted.
Last updated: February 20, 2002

Development
Select section:
Change, Groups, Phase 1, 2, 3, 4

•  Change
      In Individuals
      In Organizations
         Stages of Change
            Awareness
            Adoption
            Implementation
            Institutionalization
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•  Small Group Structure / Function
      Leadership
      Group Formation
      Group Function
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•  Phase 1: Prepare to Plan
      Potential of Planning Process
         How Much is Enough?
         Ensuring Impact
      Form Initial Workgroup
      Elaborate Initial Idea
         Stakeholders, Customers
         Need, Purpose of Program
         Planning Questions
         Planning Steps, Timeline
         Resources Needed to Plan
            Use of Consultants
            Use of Retreats
      Write Planning Proposal
      Selling, Getting Approval
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•  Phase 2: Plan the Program
      Form Planning Workgroup
      Review, Revise Process
      Strategic Planning
         What is Strategic Planning?
            Models
            Steps
            How Much is Enough?
            Resources
         Review Stakeholders, Customers
         Conduct Needs Assessment
            Company
            Competition
            Customers
            Conduct SWOT Analysis
            Case Study - United Hospital Fund
         Define the Program
            Purpose, Values
            Mission, Vision
               Mission
               Vision
            Service Delivery Model
            Goals, Objectives
            Strategies, Tactics
            Strategic Decision Points
      Business Planning
         Case Examples:
            Cleveland Clinic
            University of Virginia
         Organizational Structure, Leadership
         Financial Plan
         Implementation Plan
            Human Resources
            Physical Resources
            Informational Resources
            Community Resources
            Operations
            Evaluation
         Marketing Plan
         Targets, Timing
      Write Proposal
         Suggested Proposal Outline
      Sell Plan
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•  Phase 3: Implement the Program
      Staff Recruitment
         Staff Training
         High Functioning Team
      Standards of Practice, Policies, Procedures
      Clinical Evaluation
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•  Phase 4: Review Program, Revise Plan
      Form Review Workgroup
      Program Evaluation
         Plan Evaluation
            Continuous Quality Improvement
         Utilization Review
            Appropriateness of Hospitalization
            Documentation
               Pearls
            Respond to Denials
      Revise Plan, Further Development
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