Planning- Nursing Management Function

MANAGEMENT FUNCTION

DETERMINING A COURSE OF ACTION IN ORDER TO ARRIVE AT A DESIRED RESULT Deciding in advance what to do, who is to do it, how, where, & when to do it PRE CONTINIOUS PROCESS OF : ASSESSING ESTABLISHING GOALS AND OBJECTIVES IMPLEMENTATING EVALUATING

Always based and focused on the organizations:x MISSION = statement identifying the reason why the organization exist x VISION = describe the future goals or aims of an organization.x Require all members of the organization to stretch their expectation, aspirations and performance

x PHILOSOPY = delineates the set of values and beliefs that guide all action of the organization x Clearly defined GOALS & OBJECTIVEx GOALS = the desired result toward which effort is directed x OBJECTIVES

It

is a continuous process

Should

be pervasive with in the entire organization all available resources

Utilize Must

be precise in scope and nature realistic and focused on expected outcomes

Should

be time bounded

Short range planning Strategic planning long range planning x Range from 3-10 years x May be done 2x a year in organization that changes rapidly x At unit level any planning that is at least 6 months Projected

plan must be documented for proper dissemination

Leads

to achievement of goals and objectives meaning to work

Gives

Provides

for effective use of available resources and facilities in coping with crisis

Helps

Is Is

cost effective based on past and future activities

Leads

to the realization of the need for change basis for control

Provides Is

necessary for effective control

Planning Planning

should contribute to objectives

precedes all other processes of management pervades all level should be efficient

Planning Planning

SHOULD Be precise with clearly-worded objectives, including desired results and methods of evaluation

Be guided by policies or procedures affecting the planned action Indicate priorities Develop actions that are flexible and realistic in term of available personnel, equipment, facilities and time

SHOULD Develop logical sequence of activities Include

the most practical method for achieving each objective the whole organization

Pervade

REACTIVE

PREACTIVISM

PLANNING Occurs after a

Utilize technology to

problem exist there is dissatisfaction within the current situation INACTIVISM

accelerate change Future oriented INTERACTIVE

OR

PRO ACTIVE Consider the past,

Another type of

conventional planning Seeks the status quo, prevents change and maintains conformity

present and future Attempts to plan for the future of the organization, rather than react to it

OPERATIONAL

PLANNING

Short term planning STRATEGIC

PLANNING

Long term planning as long as 3 10 years Focuses on purpose, mission, philosophy, and

goals related to the external organizational environment

Analysis Strength-Weaknesses-Opportunities Threat SWOT

Develop by Albert Humphrey in 1960-1970 x STRENGTHx Internal attributes helps the organization to achieve objectives

x WEAKNESSESx Internal attributes that challenge an organization in achieving objectives

x OPPORTUNITIESx External conditions promotes achievement of organizational objectives

x THREATSx External conditions challenge or threaten achievement of organizational objective

BALANCE

SCORE BOARD

Develop by Robert Kaplan & David Norton Develop metrics performance measurement

indicators Collects & analyze data from 4 organizational perspectives:x x x x FINANCIAL CUSTOMERS PROCESS LEARNING & GROWTH

Allows organization to align strategic activities

with the strategic plan & implement strategy in a continuous basis

1. 2.

3. 4. 5. 6. 7. 8. 9.

Clearly define the purpose of the organization Establish realistic goals and objectives consistent with the mission of the organization Identify stakeholders Clearly communicate the goals and objectives to the stakeholder Develop sense of ownership of the plan Develop strategies to achieve goals Ensure that the most effective use of resources Provide base from which progress can be measured Provide mechanism for inform change as

1. 2.

3. 4. 5. 6.

7.

Forecasting Setting the vision, mission, philosophy, goal and objectives Developing and scheduling programs Time management Preparing the budget Establishing standards, policies and procedures Setting the evaluation parameters

FORECASTING

Helps manager look into the future and decide in

advance WHERE the organization would like to be and WHAT is to be done in order to get there

SETTING THE:

VISION MISSION PHILOSOPHY GOALS OBJECTIVES

Mission Philosopy Goals Objectives Policies Procedure Rules

VISION STATEMENT Organizations future role and function MISSION STATEMENT: outlines Agencys reason for existence The target client What services will be provided PHILOSOPHY Describes the vision A statement of beliefs and values that directs ones

life or practice The sense of purpose of the organization and the reason behind its structure and goal

GOALS

& OBJECTIVES

Goal s: more general and cover a broad area Objectives : more specific x Concretex Action commitments through which an organizations mission and purpose will be achieved and philosophy or belief be sustained

DEVELOPING AND SCHEDULING PROGRAMS

PLANNING FORMULA 1. WHAT: Has been done? Should be done? 2. WHEN: Should the job be done? Was it formerly done? Could it be done? 3. WHERE: Is the job to be done? Does an activity occur? Could supplies be stored? 4. HOW: Will the job be done? Much will it cost? How much time will it require? 5. WHO: Has been doing the job? Else could do it?

TIME

MANAGEMENT

A technique for allocating ones time through

the:Setting of goals Assigning priorities Identifying and eliminating wasted time Using managerial techniques to reach goals efficiently PRINCIPLES

OF TIME MANAGEMENT

Anticipates the problems that will arise from

actions without thought

Task to be accomplished should be done in

sequence and prioritized Setting deadlines in ones work and adhering to

them is an excellent exercise in self-discipline Deferring, postponing or putting off decisions,

actions or activities can become habit which can cause loss of opportunities and productivity Delegation permits manager to take authority

for decision making and assign task to the lowest level possible consistent with judgment, facts and experience

TIME

SAVING TECHNIQUES

Conduct an inventory of activities Set goals and objectives and write it down Write what you expect to accomplish yearly, monthly, weekly or daily Break down large projects into smaller parts Devote few minutes at the beginning of each day for planning

TIME SAVINGS TECHNIQUE Organize work space so its functional

Close door when you need to concentrate Learn to delegate In a meeting, define the purpose clearly before

starting Take or return calls during specified time Develop effective decision making skills Take rest breaks and make good use of your spare

time

PREPARING BUDGET:

THE BUDGET

The annual operating plan which serves an estimate

of future cost NURSING

BUDGET

A plan for allocation of resources based on

preconceived needs for proposed series of programs to deliver patient care during one fiscal year

BUDGET A financial plan to meet future service HOSPITAL

4

COMPONENTS OF BUDGETexpect to generate during the planning period

REVENUE BUDGET:income which management

EXPENSE BUDGET: the expected activity in

operational and financial terms for a given period of time CAPITAL BUDGET: outlines the program

acquisitions, disposal and improvements in an institutions physical capacity CASH BUDGET:

the planned cash

receipts and disbunment