Strategic Planning
Trilogy’s deep experience in Strategic Planning has helped organizations bring their leaders together to truly define their mission, vision, strategic goals, and objectives.
To help the Strategic Planning process, we use industry-leading techniques and methods such as environmental scans and Strength/Weaknesses/Opportunities/Threats (SWOT) analysis, supported with a solid foundation of intelligent data. Our experienced facilitators use well-proven and continuously improved techniques, as well as tools and templates that define key strategic elements aligned with organizational priorities. We promote shared vision through communications and training on client strategies, and we support implementation through strategic roadmap development and performance monitoring.
Skill Areas
- Strategy Development
- Gap Analysis & Maturity Modeling
- Stakeholder Commitment
- Strategy Implementation
- Performance Measurement
& Monitoring
Related Work:
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VHA Office of Suicide Prevention (OSP) — formerly the Office of Mental Health and Suicide Prevention (OMHSP)
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VHA Office of the Assistant Under Secretary for Clinical Services, Hannon Act 101 Implementation and Execution
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VHA Office of Integrated Veteran Care (IVC) Program Management Support Services
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VBA Compensation Services (CS) Public Policy Program Support Services
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VBA Compensation Services (CS) Operations Program Support Services
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Architect of the Capital (AOC), Agency Strategic Performance Plan and SharePoint Support Services
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VHA Human Resource (HR) Modernization & Transformation
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VBA Strategic Program Management Office (SPMO), Statistical Analysis Support Services
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VHA Office of Suicide Prevention (OSP) — formerly the Office of Mental Health and Suicide Prevention (OMHSP)
Since September of 2023, Trilogy has provided comprehensive support to a wide variety of OSP’s inter-agency efforts, including the annual VA/DOD Conference on Suicide Prevention, the Interagency Task Force on Suicide Prevention (ITF), and the Joint Executive Committee (JEC) / Joint Suicide Prevention and Associate Mental Health (J-SPAMH), reporting up to senior leadership within VA and to the White House Domestic Policy Council (DPC). Originally focused on providing project management and administrative support, the contract has expanded to also include event management, graphic design, and a wide variety of communications products.
By leveraging our Program Transformation and Project Management expertise and working closely with our clients and stakeholders in every project workgroup, Team Trilogy enhances OSP’s ability to manage and track the productivity of its interagency efforts while providing reliable and responsive customer support and strategic communications services.
Trilogy is helping OSP host the largest VA/DOD Conference on Suicide Prevention to date, with over 2000 attendees, presenters, and exhibitors in Portland, OR July 16-18, 2024. Trilogy has provided many key deliverables for this effort, including a conference planning schedule, a robust communications plan, a detailed conference agenda and run-of-show, conference logos, a comprehensive rubric for abstract selection, invitations, and more. For the ITF and JEC/J-SPAMH, Trilogy has facilitated in-person all-day events for all stakeholders, workgroup presentations, and both high-level and detailed reporting to the White House DPC. Each effort has successfully brought together top researchers, clinicians, caregivers, and experts in Veteran and Service Member suicide prevention from across the country to make progress in this vitally important field.
VHA Office of the Assistant Under Secretary for Clinical Services, Hannon Act 101 Implementation and Execution
Overview
Trilogy has supported the Office of Clinical Services (CS11) in the implementation planning and execution of the Hannon Act Section 101 Strategic Plan (Part 1) and an analysis on expanded eligibility for VA healthcare for one year following separation (Strategic Plan Part 2) by providing current state analysis, reviewing current efforts to meet the Strategic Plan, and identifying opportunities for improvement and stakeholder experience.
Approach
Trilogy provides program and project management support for the overarching Integrated Project Team (IPT) and its six workstreams. The overarching IPT has a lead program manager with individual project managers leading each workstream. PM and VHA stakeholder interfaces occur regularly to develop an updated implementation plan. Trilogy is conducting an analysis of, and will provide a report on the legislative, policy, and regulatory actions required to provide health care services to any Veteran for one year following separation.
Results
As a result of Trilogy’s support, Clinical Services has catalogued all current initiatives and programs across agencies. Trilogy has developed several recommendations to best address the goals and objectives suggested in the strategic plan. Ultimately, Trilogy will provide communications tools to clearly outline the implementation of the Hannon Act 101, Part 1 and 2 to VHA stakeholders, Veterans, Veteran Community Groups, federal partners, VA leadership and staff.
VHA Office of Integrated Veteran Care (IVC) Program Management Support Services
Overview
The Veterans Health Administration (VHA) delivers health care to millions of Veterans. A key component of that health care delivery is use of community care such as when services are not available within the VA network of facilities or when geographic distances or wait times negatively impact access to care. Trilogy has supported the VHA Office of Integrated Veteran Care (formerly the VHA Office of Community Care) since 2017, providing a wide variety of support including program and project management, strategic communications and change management, policy, data analysis, and automation.
Approach
Trilogy leverages formal project management processes as defined in the Project Management Body of Knowledge to support projects across the IVC portfolio. Trilogy specializes in providing expert project management support to initiatives that vary widely in both scope and complexity. In addition to our project management support, our team has provided critical strategic communications and change management support for key organizational transformations, supported development of a data governance concept of operations, performed ad hoc and recurring data analysis including geospatial analysis, and provided comprehensive policy support for the implementation of sweeping legislative changes such as the MISSION Act of 2018 and the COMPACT Act.
Results
Trilogy’s support has been a critical factor in IVC’s successful implementation of a multitude of projects over the past five years, including support for more than 25 projects in the first year of our current contract with IVC alone. The cumulative effect of our work has been to drive standardization and efficiency, enable the effective use of tools and reporting, improve programmatic outcomes, and prevent lost opportunities for IVC.
VBA Compensation Services (CS) Public Policy Program Support Services
Overview
Trilogy supported Compensation Service critical programs and projects, responsible for assessing Veterans’ recognition of the effects of disabilities incurred or aggravated during active military service. Trilogy’s project management and strategic planning experts have helped CS Public Policy sector develop rules, policies, regulations, requirements and conduct field training and advisory reviews to ensure timely and accurate execution of the benefit program. Specifically, our team has provided support to the Office of the Director, Policy, Procedures and Interagency MilPay, Military Exposures Team, and Veteran Affairs Schedule for Rating Disabilities (VASRD) PMO Staffs.
Approach
Trilogy’s VBA CS PMO applied tailored project management and strategic planning best practices to manage and facilitate program and project initiation, planning, executing, modifying, and sustaining business documentation and updates for VBA trainings, policies, and regulations. Products include standardized project documentation for ongoing programs and projects, implementation assistance with development of agency-wide policies and guidance, and management of internal and external correspondence and actions.
Results
Trilogy’s support resulted in the successful implementation of two public laws: the Blue Water Navy Veterans Act 2019 and the Honoring our PACT Act 2022. Across its portfolio, Trilogy standardized project documentation and performance metric reporting, ensuring effective implementation of these landmark initiatives.
VBA Compensation Services (CS) Operations Program Support Services
Overview
Trilogy supported Compensation Service (CS) critical programs and projects, responsible for assessing Veterans’ recognition of the effects of disabilities incurred or aggravated during active military service. Trilogy has helped CS Operations staff provide VA employees with the software, systems, training, and quality assurance resources needed to be successful in the field and fulfill the VA mission of serving Veterans and their dependents. Specifically, our team has provided support to the Training, Quality Assurance, and Systems Support & Operational Review divisions.
Approach
Trilogy’s team of skilled process improvement, project management, instructional design experts applied proven best practices in each area of support to implement systems, training, and quality updates. Products include facilitation and development of project management artifacts, dashboards, and high-level briefing materials to support quality management, systems updates, CS Infrastructure, training curriculum management, Warrior Training Advancement Course (WARTAC), as well as operational functions of large-scale implementations such as the Promise to Address Comprehensive Toxics (PACT) Act and the Blue Water Navy (BWN) Veterans Act.
Results
Trilogy support resulted in successful and efficient migration to SharePoint Online, operational readiness for BWN and PACT Act implementations, as well as multiple VBA-wide process improvement and automation efforts.
Architect of the Capital (AOC), Agency Strategic Performance Plan and SharePoint Support Services
Overview
Trilogy has supported AOC’s newly launched Program Analysis and Evaluation (PA&E) Division, under the Office of the Chief Financial Officer (CFO), with strategic planning and agency performance planning. Ownership of these plans was previously under a different office, but AOC shifted responsibility so that the process and results would be better aligned to agency financial planning and budgeting and aligned with OMB Circular A-11 requirements.
Approach
Trilogy facilitated working sessions with executive leaders across the AOC to validate strategic goals and objectives, and to define high level tasks, milestones, and key performance indicators (KPI) for each leader’s responsibility area and AOC’s organizational transformation. We conducted executive interviews and synthesized materials to develop a comprehensive strategic plan document, agency performance plan, and SharePoint lists for updating monthly metrics to a Tableau dashboard, all in compliance with AOC’s fiscal priorities and OMB Circular A-11.
Results
Trilogy provided AOC with a well-structured plan to achieve its organizational transformation and has an approach and best practices to follow for future strategic planning efforts. The AOC can now hold its leaders accountable for achieving strategic objectives of the organization aligned with fiscal priorities.
VHA Human Resource (HR) Modernization & Transformation
Overview
Trilogy manages a high performing, fully functional PMO team to help Workforce Management and Consulting (WMC) implement the most significant transformation in the history of the Veterans Health Administration. HR functions and resources are being reorganized into shared services to improve customer service and enable VHA’s more than 360,000 employees to deliver care and services to nine million Veterans. This monumental HR Modernization process encompasses a series of current and to-be-defined initiatives including policy changes, process improvement, IT systems enhancement, and change management communications. Trilogy’s expert team enables an agile response to the complex, competing, and ever-evolving needs of the transformation process.
Approach
We work with WMC staff and other stakeholders to quickly understand the scope of projects needing our support and where those projects are in the project management lifecycle. We work closely with project teams to build trust with our VA stakeholders through the adoption of new standards, practices, and tools, grounded in Project Management Book of Knowledge and Prosci best practices.
Results
Trilogy successfully supported 26 different WMC projects in a year, including developing a high-performing integrated team, deploying best practices, innovating business operations, and helping WMC improve customer service to support the goal of hiring 52,000 new employees in FY 2023.
VBA Strategic Program Management Office (SPMO), Statistical Analysis Support Services
Overview
Trilogy has supported both VBA’s Strategic Program Management Office (SPMO) and Office of Strategic Support Initiatives (OSSI) since their inception to develop the strategy, infrastructure, employee engagement, knowledge, and operational framework to effectively deliver project management and customer experience solutions throughout VBA.
Approach
Trilogy has worked alongside SPMO and OSSI to define their strategic outlook and implement priority initiatives, including developing communities of practice, data models, reporting frameworks, and training strategy and design for project management and customer experience. Trilogy also designed and developed comprehensive SharePoint-driven knowledge management solutions and organizational processes to standardize operations across both organizations.
Results
As a result of Trilogy’s support, SPMO and OSSI have seen increased effectiveness and efficiency in their support of several VBA priority initiatives. Employees now have more effective tools and training to help VA staff deliver essential, earned benefits to the Veterans they serve.