Tentative Classification Standards issued by the Division of Classification & Compensation are shared with the operating agencies of State government for their consideration and comment. Accordingly, this document that you are viewing is subject to change and will be issued in final form at the completion of the review period.


Occ. Code 2414300

Senior health planner, GRADE 18                                                                2414300

associate health planner, GRADE 23                                                        2414400

assIStANT chief health planner, grade 27                                           2414650

chief health planner, grade 29                                                                    2414600


New York State Department of Civil Service


Classification Standard




            Health Planners conduct research to develop, plan, evaluate, and ensure the quality and regulation of the States health care system; participate in the analysis of health policy or legislation; and analyze statewide issues in health services.


These positions are classified in the Department of Health (DOH).



Incumbents research and analyze medical resources and health care needs; design and implement programs to address shortages; conduct health planning analyses; convene work groups to achieve improvements in health care quality, access, affordability, and efficiency; promote health systems and public knowledge of health care; track and analyze legislation; draft regulations; and conduct special planning studies.


Senior Health Planner:  full performance level; administers various public health laws, oversees implementation of program initiatives, and functions with more independence and expertise than at the Health Planner level.  Senior Health Planners perform analysis of healthcare resources, health personnel needs, usage patterns, and quality of services; assists in the development, planning, evaluation, quality assurance, and regulation of the State's health care system; and develops research designs and methodologies.


Associate Health Planner:  advanced performance level; makes recommendations on health planning issues; serves on intra- or inter-departmental planning committees and workgroups; edits and finalizes various reports and communications; acts as an observer and assists higher level staff in preparing and analyzing reports and presentation materials; assists in preparing public needs analysis reports for review by higher level staff; and may supervise, oversee, and train subordinate State or contract staff.


Assistant Chief Health Planner:  supervisory level; serves as a unit head operating with substantial responsibility and independence; provides supervision and guidance in the development, planning, evaluation, quality assurance, and regulation of the States health care system.  Prepares and analyzes reports of public needs analysis for use by DOH staff and prepares presentation materials for public information and edification.


Chief Health Planner:  managerial level; serves as the head of a bureau or other significant health planning program with responsibility  for the development, planning, evaluation, quality assurance, and regulation of the States health care system.  Chief Health Planners work closely with designated State agencies and/or DOH programs in the design and implementation of plans and procedures that influence Certificate of Need (CON) applications for the establishment and construction of hospitals, nursing homes, clinics, other health care facilities, or DOH programs that promote outreach efforts to identify and enroll uninsured New Yorkers eligible for State medical/health insurance.




            Program Research Specialists plan studies; collect and analyze data; interpret and report findings on current or proposed programs, policies, and legislation related to such programs to determine the actual or potential effectiveness.  They identify weaknesses in programs, make recommendations for modifications, and provide advice and consultation to agency management on program operations.


            Health Program Administrators perform a broad range of activities in the administration and oversight of agency programs, including assisting and/or developing unit programs; establishing policies, goals, and objectives; analyzing program performance; developing program evaluation strategies; and making recommendations for program modifications.  Incumbents may be involved in managing contracts; interpreting and developing policy, regulations, and legislation; and managing program activities.  


            Health Care Management Systems Analysts work in the field of health care financing; conduct health services research; and work with outside groups to develop policy options and recommendations to develop and implement health care delivery systems, including managed care and health care insurance programs, to contain health care costs; implement new or refined systems; and perform evaluations of health care financing systems.




            Senior Health Planner

Assists in the administration of various public health laws and implementation of program initiatives to ensure consistency with legislation, applicable regulations, and Department policy.


·         Coordinates draft reviews with other Department staff.

·         Responds to phone calls and correspondence.

·         Reviews CON applications.

·         Develops research designs and methodologies.

·         Assists in conducting planning studies and reviewing coordination of various comprehensive health plans.

·         Researches health services and analyzes health care resources on a geographic basis.

·         Completes planning oversight functions essential for individual health care facilities proposing to adapt to the evolving health care environment.

·         Analyzes health care resources, health personnel needs, usage patterns, quality of services, or patterns of clinical care.

·         Assesses the demographic and economic impact of proposed actions.

·         Plans project activities within a specialized field.


            Associate Health Planner

May perform all of the same duties and functions as lower level Health Planners.


Assists in making policy recommendations, contacts other policy researchers to discuss findings, and shares data and information from other states, research institutions, and other relevant sources.


·         Participates in planning DOH research priorities.

·         Participates in intradepartmental planning groups and teams.

·         Organizes and leads informational meetings with other public health organizations and within DOH.

·         May serve as liaison between State agencies and other organizations concerned with comprehensive health planning.

Conducts needs assessments of target populations, and compares results to public health goals.


·         Prepares descriptive, narrative, and/or statistical reports that can be used to inform current policies.

·         Develops research designs and methodologies

·         Prepares and presents findings.

·         Prepares reports and plans applications for funding and program guidelines.

·         Drafts policy statements.

·         Conducts literature searches and analyses on health issues.

·         Plans follow-up studies that measure improvement over time.

·         May supervise and/or assist in training lower level Health Planners and contract staff.


            Assistant Chief Health Planner

May perform all of the same duties and functions as an Associate Health Planner.


Is responsible for a specific issue or program area within DOH.


·         Initiates planning and evaluation studies.

·         Reviews and approves recommendations on health planning issues. 

·         Serves on intra- and inter-departmental planning committees and workgroups.

·         Edits and finalizes various reports and communications.

·         Oversees staff responsible for implementation of newly enacted legislation.


Analyzes data collected from various sources as well as focused studies to measure performance in various public health areas.


·         Evaluates performance of assigned public health program(s) using both State and national benchmarks.

·         Prepares comprehensive reports for presentation to senior management and executive staff.

·         Compiles narrative and statistical reports and policy proposals about health care delivery and financing systems.


Supervises unit staff.

·         Provides guidance to assigned staff; sets work priorities; and ensures that deadlines are met.

·         Reviews, monitors, and evaluates staff and work products.

·         Approves time off requests while ensuring that office is adequately staffed on a daily basis.

·         Determines staff training needs and ensures that these needs are met effectively.

            Chief Health Planner

May perform all of the same duties and functions as an Assistant Chief Health Planner.


·         Directs, supervises, and oversees staff with responsibility for one or more areas of comprehensive health planning, coordination, or review. 

·         Develops policy analyses, issues papers and reports; develops health programs, drafts regulations, and prepares reports and articles for publications.

·         Analyzes State and national planning priorities to assist in decision making regarding healthcare policies, health personnel recruitment strategies, programs, services and technology.

·         Directs and coordinates staff activities.

·         Works with consultants, professional and voluntary agencies, and academic experts in defining problems in their planning areas.

·         Develops program monitoring plans.

·         Develops educational materials and tools.

Develops and initiates proposals for comprehensive planning, data gathering, and resource evaluation studies.


·         Plans, supervises, and coordinates research projects.

·         Reviews and interprets relevant national, regional, and statewide data.

·         Oversees staff analysis of proposed and actual changes in mandated health planning.

·         Develops research designs and methodologies and conducts qualitative and quantitative analyses of a variety of demographic, health personnel, and health status data.

·         Advises data gathering organizations and institutions on changes in methods and procedures to improve analysis and evaluation of health services, facilities, and work force training.

·         Evaluates the effectiveness of assigned public health programs.

·         Develops grant proposals for new and innovative health programs and monitors and evaluates existing programs.

·         Prepares reports that provide alternative solutions and possible recommendations for addressing health care issues that impact health care delivery.


Represents DOH on matters relating to assigned public health program(s).


·         Presents and participates in workshops and seminars on health planning.

·         Reviews, critiques, and summarizes publications, articles, and reports for the executive staff and the Department.

·         Develops and maintains effective relations with high-level officials in State agencies, regional organizations, and various other institutions to develop effective coordination.

·         Prepares testimony and participates at department hearings.





Open Competitive:

six years of experience in two of the following areas: 

1.    Health services research and analysis of health care systems resources, beds, services allocations, or processes of care.

2.    Demographic or economic analysis for projecting need for health care facilities and services.

3.    Analysis of health care resources, health personnel needs, usage patterns, health services quality, or patterns of clinical care.

4.    Health care policy development and analysis on a statewide, regional, or county basis.

5.    Preparation or review of CON applications in a State regulated health care facility or governmental agency.


·         College study may substitute for up to four years of the required experience at the rate of 30 credits equaling one year of experience.

·         A master's degree that includes four graduate courses in health administration, health planning, urban planning, hospital administration, hospital planning, or computer science may substitute for one additional year of the required experience.


            Associate Health Planner

Open Competitive: seven years of experience in two of the experience areas described above for Senior Health Planner

Promotion:  one year of permanent competitive service as a Senior Health Planner.


            Assistant Chief Health Planner

Promotion:  one year of permanent competitive service as an Associate Health Planner.


            Chief Health Planner

Promotion:  one year of permanent competitive service as an Assistant Chief Health Planner.



Date:  6/13

NOTE: Classification Standards illustrate the nature, extent, and scope of duties and responsibilities of the classes they describe.  Standards cannot and do not include all of the work that might be appropriately performed by a class.  The minimum qualifications above are those which were required for appointment at the time the Classification Standard was written.  Please contact the Division of Staffing Services for current information on minimum qualification requirements for appointment or examination