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1. NURS FPX 8020 Assessment 1 Strategic Plan
Appraisal
Capella University
NURS-FPX8020
Professor Name
Date











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NURS FPX 8020 Assessment 1

2. Strategic Plan Appraisal
The Suncrest Home Health and Hospice strategic plan focuses on employee development,
operational excellence, performance outcomes, staff satisfaction, and financial growth. Its
priorities emphasize maintaining exceptional care while ensuring financial sustainability. Kabeyi
(2020) defines strategic plan evaluation as analyzing an organization’s strategy to assess its
effectiveness, feasibility, and alignment with goals. Evidence-based practices strengthen service
delivery while ensuring regulatory compliance. Decision-making at Suncrest is guided by
stakeholder perspectives, including employees and patients. Organizational performance and
patient outcomes are enhanced when supported by a well-developed strategic plan.
Strategic Plan Analysis
Suncrest’s strategic plan emphasizes its vision of delivering exceptional patient care and superior
customer service to patients, families, and referral partners. The organization commits to
excellence in clinical care, transparent communication, and exceeding client expectations
through integrity and compassion (Suncrest Domestic Fitness, 2024). A key priority is ensuring
manageable caseloads that allow staff to deliver patient-centered, compassionate care (Suncrest
Home Fitness Offerings, 2025).
This approach fosters high patient satisfaction while maintaining a supportive work environment
for healthcare professionals. For instance, a 93-year-old patient’s wish to ride in a hot air balloon
was fulfilled by Suncrest staff, reflecting the organization’s commitment to enriching lives
beyond clinical services (Suncrest Home Health Services, 2025). Such stories demonstrate how
Suncrest integrates compassion with healthcare delivery, aligning its mission and vision with
both patient and staff well-being.
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SWOT Analysis
Strengths: High-quality, patient-centered care delivered by an interdisciplinary team;
customizable care plans; strong reputation for compassionate services.
Weaknesses: Risks of staff burnout, reliance on Medicare reimbursements, and communication

3. gaps.
Opportunities: Integration of telehealth, hospital partnerships, and innovations in home health.
Threats: Intense competition, regulatory changes, reimbursement fluctuations, and broader
economic pressures (CMS, 2025).
These findings indicate that Suncrest’s success depends on mitigating internal weaknesses and
proactively addressing external threats while leveraging its strong reputation and expanding
telehealth integration.
Validity of Data and Analytical Strategies
Suncrest relies on valid and reliable data from internal and external sources. CMS star ratings
and OASIS datasets provide objective benchmarks for care quality (CMS, 2025). For example,
Suncrest’s 4-star overall rating indicates above-average national performance in patient
outcomes and care quality.
Additionally, Home Health Consumer Assessment of Healthcare Providers and Systems
(HHCAHPS) surveys capture patient satisfaction, giving direct insight into care experiences
(HHCAHPS, 2024). By analyzing both quantitative and qualitative data, Suncrest can identify
strengths and weaknesses and establish evidence-based priorities for continuous improvement.
Key Performance Indicators (KPIs)
Suncrest’s KPIs should integrate internal EHR data and external benchmarks. Internally, EHRs
track clinical outcomes, patient demographics, referral-to-admission ratios, and staff utilization.
Externally, CMS star ratings and HHCAHPS satisfaction scores provide standardized quality and
satisfaction measures.
For example, maintaining a patient satisfaction score of 90% or higher could serve as a tier-one
KPI (CMS, 2025). Together, these measures form a comprehensive view of Suncrest’s
operational and clinical effectiveness.
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4. Stakeholder Input
Strategic success requires input from diverse stakeholders:
 Board of Directors: Shapes financial and regulatory priorities.
 Employees: Provide input on workload, burnout, and workflow issues (Forsetlund et al.,
2021).
 Patients and Families: Influence care priorities through satisfaction feedback and
advocacy (Maghsoud et al., 2022).
 Regulatory Agencies (CMS): Supply performance benchmarks and compliance
requirements (CMS, 2025).
 Community Partners: Facilitate care transitions and outreach programs (Sheehan,
2021).
For example, the growing older population highlights the importance of expanding palliative
care services (Solanki et al., 2021). Integrating stakeholder perspectives ensures Suncrest
balances profitability, patient-centered care, and staff morale.
Balanced Scorecard
Suncrest applies the Balanced Scorecard framework across four perspectives:
 Financial: Optimize revenue and cost control through billing improvements and service
expansion.
 Customer: Achieve ≥90% patient satisfaction through individualized care planning and
communication.
 Internal Processes: Reduce referral-to-admission time by 20% and maintain safe
staffing ratios.
 Learning & Growth: Achieve ≥85% employee retention through training, mentorship,
and professional development (CMS, 2025).
(See Appendix A for Balanced Scorecard table).
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5. Analysis of Strategic Priorities
Suncrest’s strategic priorities balance finance, patient satisfaction, operational performance, and
staff development. Key priorities include:
 Sustainable revenue growth through efficient cost management.
 High patient satisfaction to enhance reputation and referrals.
 Operational excellence through workflow optimization and technology.
 Employee training and retention, although financial and patient-focused goals currently
receive higher emphasis (CMS, 2025).
By aligning these priorities, Suncrest ensures consistent delivery of compassionate, high-quality
care while maintaining financial stability.
Conclusion
Suncrest Home Health and Hospice’s strategic plan emphasizes delivering exceptional patient
care in a financially sustainable way. Its priorities—patient satisfaction, operational excellence,
and staff development—collectively drive long-term growth and quality outcomes. By
leveraging valid data, stakeholder input, and performance measures, Suncrest sustains its mission
of compassionate care while meeting regulatory, financial, and community demands.
References
 Forsetlund, L., et al. (2021). Continuing education meetings and workshops: Effects on
professional practice and healthcare outcomes. Cochrane Database of Systematic
Reviews. https://doi.org/10.1002/14651858.cd003030.pub3
 HHCAHPS. (2024). Home Health Care CAHPS survey. Centers for Medicare &
Medicaid Services. https://www.cms.gov/data-research/research/consumer-assessment-
healthcare-providers-systems/home-health-cahps
 Kabeyi, M. (2020). Strategic management: Formulation, implementation, and control.
International Journal of Research. https://doi.org/10.22271/allresearch.2019.v5.i6a.5870
 Maghsoud, F., et al. (2022). Nurses’ workload and burnout: A systematic review. BMC
Nursing, 21(55). https://doi.org/10.1186/s12912-022-01055-1
 Sheehan, C. (2021). The role of community partnerships in healthcare strategy. Journal
of Multidisciplinary Healthcare, 14, 123–132. https://doi.org/10.2147/JMDH.S295549
 Solanki, P., et al. (2021). Community-based palliative care strategies. Global Health
Action, 14(1). https://doi.org/10.1080/16549716.2021.1921351
 Suncrest Care. (2024). The Suncrest difference. https://www.suncrestcare.com/suncrest-
difference/
 Suncrest Home Health Services. (2025). Company overview.
https://incfact.com/company/suncresthomehealthservices-chino-ca/
 U.S. Centers for Medicare & Medicaid Services (CMS). (2025). Care Compare: Suncrest
Home Health Services. https://www.medicare.gov/care-compare/details/home-
health/447259/view-all/?state=TN

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