Resumen

PONCE SANCHEZ, Yuslay; PARDO FERNANDEZ, Alfredo; AROCHA MARINO, Carmen  y  ROJAS FERNANDEZ, Juan Carlos. Strategic planning methodology for health institutions on the basis of shared values. Rev Cubana Salud Pública [online]. 2009, vol.35, n.3. ISSN 0864-3466.

The Cuban society is working in the strengthening of ethical values education, which leads to organizational changes depending on the change of the organization members´s behaviors and values. For achieving the above-mentioned, a methodology was drawn up to carry out strategic plans based on the values that the health institution workers share. Data on already existing methodologies to work out general strategic plans were collected. One methodology was selected as pattern because it was considered the most appropriate. Some diagnostic instruments to identify current values and some techniques to ascertain desired values were designed and applied. The methodology structure involves three phases: the first phase called Situation Analysis covers the present state of the institution and evaluates the current shared values. The second phase called Prospective assesses the institutional future and hence determines the desired values whereas the third phase called Operational or Linking, which relates the present and the future, works out the instrumental values. Through the implementation of this methodology, the managers are able to plan the organizational change on the basis of the intention of changing the moral behavior of the members. This methodology has been validated by expert criteria and use in the drafting of 141 strategic plans at department, service and health institution levels in Guantanamo province, with good results.

Palabras clave : Methodologies; strategic planning; values; shared values.

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