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Strategic Plan
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Kentucky Physical Therapy Association

Strategic Plan (2012-2016)


Professional Development



Be the unique provider of professional development that affects immediate practice benefit.


Strategy 1:

Prepare a 3 to 5 year tentative plan for continuing education at KPTA conferences including:

·         Focus on CE courses that capitalize on KPTA members’ expertise and interests.

Ø  Partially met. Spring 2014: KPTA members, Chuck Hazle and Matt Lee, instructors (completed).   A second course planned in which a graduate of Bellarmine Univ DPT Program and member of the AZ state association, Megan Eikenberry DPT, NCS, instructor, was tentatively planned for Fall 2014, but was canceled due to time conflict for the speaker. Megan is willing to teach a course in the future.  Eric Mooney, Pam Heissenbuttel, and Charlie Workman presented on “Functional Outcomes across the Continuum.”(completed)

Ø  The CE committee also has a list, albeit somewhat short, of members who may be willing to teach future CE at no or minimal cost to our chapter.

Comments: Kentucky Conclave completed in 2014 and 2015. Planning underway for 2016.


·         Choose one CE course & collaborate with existing national CE resources.

Ø  Held fall 2012 program in Louisville (Heather Smith of APTA); held fall 2013 acute care seminar in Lexington; program planned Sept. 26-27, 2014.

Ø  Held fall 2015 Webinars on ICD- 10 coding implementation, with instructors from APTA.

Ø  Partnered with EIM to bring members “Integrated Trigger Point Dry Needling for the Lower Quarter” to the 2015 Kentucky Conclave (LV, GP).

Ø  Partnering in 2016 with EIM to bring members “Integrated Trigger Point Dry Needling for the Upper Quarter (LV).

Ø  Partnering with MedBridge to offer members a discount on MedBridge courses – KPTA will receive a small royalty for each member who purchases a MedBridge course.


ü  Partnering with APTA staff speakers again is recommended. Gina has had discussions with CE provider EDUCATA about the possibility of providing a course in which they were the vendor for an online portion that would be followed by an onsite portion instructed by KPTA members.  For example, a falls assessment course could include both online instruction from EDUCATA and a lab portion offered by KPTA members.  The issue is cost.  If we had a significant number of enrollees in such a course EDUCATA may be willing to share a small amount profit with KPTA for their online portion. At this time this strategy is cost prohibitive. (GP)


·         Choose one CE course that is partiallyàcompletely computer-based instruction.

Ø  Gina and Chuck have discussed this with some faculty at their respective institutions.  There is some concern about doing this relative to the use of copyright material etc.  The general current consensus is that developing a completely online course will be very time consuming given these concerns.

Ø  If the board is interested Gina will follow-up with one more possibilities.  The students at Bellarmine develop pages for Physiopedia in a course called Complex Patient Problems.  It may be possible to develop related CE in which enrollees are responsible for reading these pages and taking an online quiz over the readings. BU offers a CE course in which DPT students present the pages they develop for Physiopedia.  There is concern that if this course were to be offered online too, the number of people attending the live course might dwindle.  It is important that our students have the opportunity to present to an audience. (GP)

Ø  Looking at the possibility of doing a CE webinar for 2015 taught by faculty from Bellarmine, WKU and UK. (LV). This ended up being an on-site course for clinical instructors, but was very well received (LV).


·         Choose one CE course to offer statewide using long-distance learning technology. 

Ø  Eastern District meeting held Feb. 25 with CE program: “Measuring Functional Outcomes Across the Continuum of Care,” provided access to Somerset and Hazard programs (estimate of 12 attendees) in addition to 25 attendees in Lexington. This course was offered at the Spring 2014 conference, but distance learning technology was not utilized. A similar program was offered at the Northern District meeting in March 2014 for statewide initiative; Eastern District offered another CE first quarter of 2015 that was video-conferenced to satellite locations.(LV)

        Strategy 2:

Establish Specialists sub-committee

·         Invite KY PT Specialists to assist in planning and developing appropriate CE courses and/or professional development activities.


ü  No action has been done on the strategy to date.  In following up should we get a list (with contact information) for specialists and send letter/email inquiring about course they may be willing to develop and teach? There have been informal talks about this with academic faculty who are Board specialists.  However, we have not sent formal inquiries to all Board specialists about this strategy. (GP)

Strategy 3:

Utilize social media to promote KPTA professional development activities.

Ø  Complete and ongoing; strong social media presence on Facebook, Twitter and LinkedIn; conference videos posted to YouTube.

Ø  Lisa Volz completed a course on HootSuite, a social media integration platform. KPTA now posts on LinkedIn (public page and private page), Facebook (public page and member page) and Twitter. (LV)

Ø  Encourage all Board Members to have accounts and to share information. Also be sure to promote within the student SIG and PT/PTA programs across the state.


ü  Please make suggestions for CE and speakers for the planned Therapy Alliance Conference in 2015 (On Hold)

ü  I don’t think there will be a Therapy Alliance conference in 2015 since we are merging the Kentucky Student Conclave with Fall FUNction. While excellent in theory, the coordination of such an event tends to be very arduous with one association bearing the brunt of the administrative work (that tends to be us). Plus space, division of cost/proceeds, etc. might require legal contract, etc. (LV, GP)

ü  Attendance continues to challenge us.  While we certainly need to use technology to increase participation, to date this has not been a panacea as evidenced by cancellation of the SP 2013 course that was to be broadcast at multiple sites.  Hopeful that social activities such as PT3 will indirectly increase interest in KPTA Conferences. Need district chairs comments on the interest in social activities; need ideas for ways to increase PT3 Nights into membership drives and PAC events. Will contact Derek Finwick of Oregon PT Association for how they have done this (GP).

ü   PT3 is up and running and has held several monthly events in different districts. District chairs can report on each of these events held during this time. Still working on connecting via social media as well for these events. Would like to plan an event perhaps Thursday September 10th in Louisville for those attending the fall meeting.

ü  2015 Summer/Fall Activities:

8/7/15 Best Practices in Clinical Education

8/20/15 Northern, Purchase & Western District PT3

10/29/15 Northern District hosted “LSVT-BIG for Parkinson’s”

10/29/15 Purchase District hosted “Management of Breathing Pattern Disorders and Rib Dysfunction”

11/19/15 Eastern District PT3

12/17/15 Eastern District PT3

ü  Looking to market a t-shirt or something else for PT3 to help generate funds for our PAC. Working with Chris G. (AS)





Establish policies that promote and protect unrestricted access and equitable payment while advancing excellence in physical therapist practice.


Strategy 1:

Hold an effective KPTA payer forum every other year (complete and ongoing).

·         Acquire and maintain a viable payer contact list from members

Ø  Complete and ongoing. Employer/payer forum completed November 6 at Bellarmine (HJ)


·         Maintain an effective relationship with the Cabinet for Health and Family Services during and after the expansion of Medicaid in Kentucky by inviting their office to the KPTA biennial payer forum and holding a Therapy Alliance Medicaid Summit headed by the KPTA Payer Policy Committee as necessary on odd-numbered years or as determined by the KPTA Board. (HJ). (complete and ongoing)


·         One or more KPTA Payment policy committee member representatives will attend the annual APTA state payer policy forum and post all relative information on the KPTA website for members. (HJ). (complete and ongoing)


·         Survey members for current presentations that promote and advance evidence based PT practices and equitable reimbursement. (complete)


ü  The KPTA, KOTA, and KSHA have worked together through the Therapy Alliance and I would like to see a Therapy Alliance payer forum in the near future.  This may help our payers get all rehabilitation providers in the room at the same time to show solidarity and strength when lobbying insurance companies for services and to help distinguish similarities and differences with each service. (MM) KOTA & KSHA have been invited to participate in the Medicaid MCO Forum (LV). Completed with 2015 spring Medicaid MCO forum.

ü  Working on equitable reimbursement within outpatient settings and set money toward lobbying for this over the course of next several years.

ü  “5 Things Insurers Should Question About Physical Therapy” was held for insurance industry professionals on November 6, 2015. Thirty-eight registered to attend, including a medical director for Humana and numerous nurse case managers.

Strategy 2:

Acquire and maintain an effective grassroots survey and reporting communication system (complete and ongoing).

·         Develop a system that allows members to voice reimbursement concerns and provides the chapter with an efficient communication tool.

Ø  Systems in place to help organize/track grassroots legislative requests.

Ø  Systems in place to help gather reimbursement information.

Ø  2016 Launch of Take Action State Affairs App


Strategy 3:

Improve current online reimbursement education offered by APTA and KPTA (complete and ongoing).

·         Survey needs of our members (see Strategy 1, complete)


ü  Webinars offered on Functional Limitation reporting, MPPR and ICD-10.


Strategy 4:

Improve the communication and collaboration with the KOTA and KSHA (complete and ongoing).

·         Development of the Therapy Alliance

·         Lobby with the strength of the Therapy Alliance

Ø  KPTA & KOTA worked together on the athletic trainer issue (LV)

·         Develop Therapy Alliance Educational programing


ü  The TriAlliance has been developed and is the early stages of moving forward.  It is imperative that the momentum continue to strengthen our working together for the common benefit of our patients. (MM)


Public Outreach



Connect to and educate the public of the benefits of physical therapy by using the most effective (variety of) media to improve our statewide public outreach.


Strategy 1:

Public Relations via social media campaign

·         Improve our KPTA website creating a public access page and password protection page (complete)

·         Twitter, Facebook, LinkedIn (complete with growth potential)

·         Links from other member’s websites (complete with growth potential)


Strategy 2:

Marketing Brochure (incomplete – no development)

·         Work with Membership Goal Champions to develop a member benefits brochure.

Ø  This task should be given to our new membership chair, Stephanie Taylor


·         Work with APTA and employers to piggyback onto their current marketing materials.

Ø  Take an educational approach.  For example: runners guide, falls risk assessment, etc.


Strategy 3:

TV/Radio outreach (incomplete)

·         Seek ways to promote the profession using free radio call in shows and/or paid commercials.

Ø  Dr. Dawn Hall-Bibb, PT, PhD (Bellarmine) is working with the Catholic Enrichment Center-Office of Multicultural Affairs (Louisville) and coordinating some regular radio advertising. 

Ø  KPTA President Patrick Myers holds a regular weekly radio spot on NPR. (TB)



By January 2015, KPTA will have 2 printed deliverables.

Ø  Assign members to head this up and set due dates for individual pieces. Potential student aid with this project. Suggest charge the Student SIG with this task.


By January 2013, KPTA will revisit PR budget to assess feasibility of a paid commercial effort and participate in 1 radio call in show (incomplete)





To recruit and retain PT, PTA and student members by demonstrating the membership value of the KPTA.


ü  I believe Eric Mooney and Lisa Volz were working to update a PPT of the “Value of KPTA Membership.”  May want to consult them for details and status. To this point we have not updated the power point, however in the Northern District there is consistent communication (both onsite and through email collaboration) between student and faculty liaisons at both Mount Saint Joseph and University of Cincinnati to increase student participation within the Northern District (EM)  


Strategy 1:

Early involvement from students (complete and ongoing)

Ø  Kentucky Core Ambassador Program

Ø  PT and PTA students well-represented at 2014 Legislative Day

Ø  Over 150 students attended the 2014 Kentucky Student Conclave.

Ø  Over 150 students attended the 2015 Kentucky Conclave


·         Promote then establish student led positions in committees that are active, engaging students from the outset (complete and ongoing).

Ø  Student ambassadors invited to attend KPTA board meetings

Ø  Lock in a “commitment” after graduation, creating a swap for membership via participation (modeled after work/study financial aid in college).


ü  KPTA’s participation in the Career Starter Dues Pilot addresses this – Students who are members upon graduation receive a 50% discount on active dues, followed by 40, 30 and 20% discounts when they consecutively renew their membership.(LV)

Ø  We now have a Student Special Interest Group that shows promise (LV)

·         Support KY’s Core Ambassador through encouraging participation of all PT and PTA programs in the Student Assembly’s Loop (communication network to keep students aware of all national advocacy issues, awards, events etc).  Include Student Assembly’s quarterly info from Core Ambassador in Chapter newsletter to increase awareness to PT/PTA members that can promote increased student involvement. (CG)

Ø  Core Ambassador invited to KPTA board meetings and included in board/committee chair correspondence. (LV)



By January 2013, there will be at least 2 students participating in 2 different committees.

Ø  Two students are on the Legislative Committee – Nick Beckham & Jarrod Evans. (LV)

Ø  Student leaders have been invited to participate in 2016 strategic planning session. (LV)

Ø  Treasurer plans to motion the board for funding to bolster the Student SIG. (LV)


ü  Student SIG was awarded funding to increase involvement, community, leadership and membership development among student members. Student SIG and Chapter Student Liaison charged with submitting proposal to Board of Directors for use of funding. $2,000 has been budgeted and is renewable each year based on approval of the student plan. (LV) Note: students submitted a request to host a student-only reception in conjunction with Kentucky Conclave. Because the reception would have competed with the “official” conclave reception, it was advised the students reconvene and develop further ideas. A small portion of their budget was used to pay the DJ at the Kentucky Conclave reception, per their idea. No additional plans have been submitted by the Student SIG. (LV)


Strategy 2:

Increase Membership 28% PT members; 8% PTA members (ongoing)

·         Add a PTA to the Membership Goal Champion Committee.

Ø  Stephanie Taylor, PTA, is new Membership Chair (LV)

Ø  Jarrod Evans, PTA, is possible new member to Membership Committee (LV)

·         Establish 2 PTA-led positions (in areas TBD by help of Board) to engage PTAs in a leadership role. 

Ø  Identified Chris Garland, PTA. Jarrod Evans, SPTA, is on the APTA Student Assembly Board and would be a good candidate to fulfill this role upon graduation (LV)

·         Work with Public Outreach Goal Champions to develop social media presence.


ü  Social media presence on Facebook, LinkedIn and Twitter; Public Outreach Goal Champions left volunteer leadership shortly after development of strategic plan so this was done independent of the goal champions. (LV)

·         Work with Public Outreach Goal Champions to develop “member benefits” brochure. Assign to membership chair (LV)



By January 2015, KPTA will have an 8% increase in membership.

Ø  We are participating in APTA Career Starter Dues pilot

Ø  Estimate on track for 5% increase (January 2016 membership is at 1,567; January 2015 membership was 1,458;  January 2014 membership was 1,368) (LV)

Strategy 3:

Outreach to non-members (partially met)

·         Recognize therapists around the state – members or non-members.  We need to be inclusive rather than exclusive.  (not addressed)


ü  What is total number of active licenses in the state and our total KPTA membership? +/-  4,500 licensees vs. 1,567 members (588 of the 1,567 represent student members)


·         Create new member benefits  (in process; tiered rates)

Ø  Tiered membership rates (see below) (This is something that could be very complicated since all our dues are processed first through APTA and we have to set a single dues rate with them) (LV)

·         Work with the Education Committee and launch a membership drive during education events. (ongoing)

Ø  For example: New members receive 50% off when signing up for a CEU.

·         Create a “road show” to the PT and PTA programs educating students on the benefits of membership. Complete (on-going)

Ø  Mike Muscarella has provided a leadership role and gone to each KY PT and PTA program

Ø  Continue to do this annually with board members visiting programs across the state to discuss the importance of the Association

·         Advertise discount rates to employers who hold current members. (Not addressed)



By January 2013, KPTA will implement 1-3 main “new member” incentives resulting in a rise in membership (see Goal above).

Ø  Participating in APTA Career Starter Dues pilot

Ø  Update: Eligible early-career PT and PTA members with renewal paid through April 2014 or later and graduation date between 2010 and 2014 automatically will be assigned to the appropriate CSD savings category at next renewal cycle. Only those who are APTA student members at graduation are eligible for CSD savings. Continuous membership is required to qualify for subsequent phase(s) of CSD savings. CSD savings are applicable to national & select chapter dues only:


Post-Graduation              Dues Savings

Year 1 renewal                  50% discount

Year 2 renewal                  40% discount

Year 3 renewal                  30% discount

Year 4 renewal                  20% discount

Year 5 renewal                  Pay full dues



By January 2013, KPTA will develop all social media avenues and a password protected website for members. (Complete)


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