Medical Planning and Tactic Prioritization

Refining and executing effective strategic Medical objectives is an iterative process, while implementing management reporting and operationalizing processes requires time, consistent communications, and resources to ensure lasting results. SSI’s team of management consultants and medical experts have deep and broad experiences. They collectively have knowledge across the full spectrum of Medical Planning needs, from early light-touch stages to full implementation avenues with training, materials development, and rollout activities.

SSI’s team of management consultants and medical experts have deep and broad experiences.

We work with clients to operationalize efficient and effective strategic medical planning processes. We provide our clients concrete implementation approaches while leveraging our strategic experience to provide thought partnership that could help mitigate risks or expand previously unexplored opportunities.

In addition, SSI will assist Medical sponsors by sharing our:

  • Knowledge of templates and techniques for Medical Strategy and Planning
  • Capability in developing and refining custom prioritization methods for Medical Planning
  • Experience in developing annual, global Medical Planning processes with alignment to key stakeholders timelines (e.g., Finance, Commercial, Markets, Payer teams, etc.)
  • Awareness of common/best practices for organizations with growing Medical teams
  • Experience with developing Medical training materials and training Medical Affairs personnel
  • Prioritization schemas, and methodologies

Why Change

We help our clients operationalize its strategic Medical planning processes, develop and formalize its management reporting procedure, and operationalize process improvements after identifying conceptual and practical enhancements.

Updating your medical planning process can improve:


  • Provides clear timelines to communicate inputs/outputs with stakeholders
  • Provides logical phases to guide colleagues through process & track milestones


  • Provide rigor around multi-year planning and forecasting to help drive proper decision-making for the asset
  • Prepares team to remain forward-thinking when faced with urgent decisions


  • Creates tactic-objective alignment to drive the measured impact of activities
  • Better assist leadership in budget decisions / trade-off when assessing long-term visions & strategic tactical plans