jm code name (robin ) 007
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MANAGEMENT-The Process of coordinating
actions and allocating resources to
achieve organizations goals of
healthcare delivery system.
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PLANNING- Deciding in advance what to do, who is to
do it, how it is to be done, and when it is to be
done.
- Planning is a proactive, deliberate process
required of all managers.
- Planning is critically important and precedes
all other management functions.
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IMPORTANCE OF PLANNI NG
1. Planning leads to achievement of goals andobjectives.
2. Planning gives meaning to work .
3. Planning provides for effective use of availableresources and facilities
4. Planning helps in coping with crises.
5. Planning is cost effective.
6. Planning is based on past and future activities.
7. Planning leads to the realization of the need forchange.
8. Planning provides the basis for control.
9. Plannin is necessar for effective control.
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MAJOR ASPECTS OF
PLANNING
1. Planning should contribute to
objectives.2. Planning precedes all other processes
of management.
3. Planning pervades all levels.
4. Planning should be efficient
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PR I NCIPLES OF GOOD
PLANNI NG1. All plans must flow from other plans. Short-range plans
must be congruent with long-range plans.
2.Planning in all areas of the organization must follow themission, philosophy, and goals of the overall organization.
3. Planning involves the same process regardless of the
period involved.
4. The length of the plan is determined by what actions are
necessary to make the plan successful.
5. All plans must be flexible.
6. All plans must include a regular review process (an
evaluation step).
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CR ITICAL THI NK I NG-It is a reflective problem-solving style of thinking
and needed to excel in the information age. One
should focus on the right question, define termsand list critical issues .Analyze arguments by
identifying and examining assumptions ,positions,
reasons, and conclusions.
Distinguish betweenfacts and inferences ,relevant from irrelevant and
similarities from differences.
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TYPES OF PLANNI NG:
1. STRATEGIC OR LONG-RANGE
PLANNI NG- ³what are the right things to do´
- usually extending 3 to 5 years into the future.
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Purpose:
1.Helps clarify the beliefs and values of the
organization.
2.Gives direction
3.Improves communication and coordination of
activities.
4.Eliminates duplication of efforts.
5.Allows adaptation to the changing environment.
6.Sets realistic and attainable goals.
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PHASES OF STRATEGIC
PLANNING1. StrategicAnalysis
R eview of political, social, economic and technical environment of the organization.
R eview of driving forces in the environment by SWOT
e.g.
Strength andWeaknesses
Expertise of Nursing Personnel
Staffing ± Under/Over Staff
R esourcesOpportunities
R eferrals
New Health Care Programs
Trainings
New Facilities, TechnologiesThreats
Competition
Decrease in patient
Shortage of nurses
Legal
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2.Setting Strategic Direction ± identify Vision, Mission and goal.
3.Action Planning
-The process of laying out how thestrategic goals will be accompanied
carefully.
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2. OPERATIONAL OR SHORT-RANGE PLANNI NG
- ³how does one do things right´
- deals with day to day maintenance
activities.
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3. CONTI NUOUS OR ROLLI NGPLANS
-similar to operating plans, involvesmapping out the day-to-day
activities.
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DECISION MAK I NG
The process of identifying and
choosing a particular course of action from among several
possible choices.`q `1
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STEPS I N DECISION MAK I NG1. Identify the problem & analyze
situation2. Explore alternatives
3. Choose the most desirable
alternative4. Implement the decision
5. Evaluate the results
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SELECTED DECISION MAK I NG
TOOLS1.Gantt Chart
- grid with columns depictingdeveloped schedules with tasks,
assigned responsibilities, & time
frame
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2.Program Evaluation & Review
Technique (PERT)
-network system model for planning & control of
projects that require development
-HELPS I N PR IOR ITIZI NG OF ACTIVITIES &RESOURCES
-Used in identifying key activities in the project
(labeled & numbered), & assigning the duration of each phase of work
-Activities that cause projection from one one
event to another is indicated by an ARROW
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3. Decision Trees
-graphic presentations to visualize«
Alternatives
Outcome Risks
- Information needed for a specific problem
over a period- For short-& medium range planning &
decision making
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4.
Fishbone Analysis-a cause & effect diagram is used to
identify the root cause of a problem
or outcome
Head- effect, opportunity, or desired
outcome
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4 MAJOR SPI NES- 4
CATEGOR IES OF CAUSES:
1.Man - all persons involved in the process
2. Method - process w/c include system,
procedures, policies, standards
3.Material ± supplies, forms, manuals
14.Machine ± equipments
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ELEM
ENTS OF PLANNI NG1.FORECASTING or Estimating the future
2. Set Objectives / Goals and Determine R esults
Desired
3.Establish Policies Procedures and standards
4.Develop and schedule Strategies,
Programs/Projects/A
ctivities;S
et the timeFrame
5.Prepare the budget and allocation of R esources
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FORECASTI NG OR
ESTIMATI NG THE FUTURE
Things to Consider in Forecasting.
1. the agency
2. the community affected
3. the goals of care
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SET OBJECTIVES / GOALS
AND DETER MI NE RESULTSDESIRED
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ESTABLISH POLICIES
PROCEDURES ANDSTANDARDS
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THE PLANNI NG HIERARCHY1. Mission
2. Vision3. Philosophy
4. Goals
5. Objectives6. Policies
7. Procedures
8. R ules
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Goals, Objectives, Policies,
Procedures and Rules
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Goal
² the desired result toward which
effort is directed; the aim of the
philosophy
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Objective² how the goal will specifically be achieved
(includes time frame and is measurable).
Objectives Should :- Include a specific time frame for completion.
- Be stated in behavioral terms.
- Be objectively evaluated.- Identify positive rather than negative
outcomes.
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Policies
- plans reduced to statements.
-Statements of expectations that set
boundaries for action taking and
decision making.
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Procedures
- step-by-step process.
- Plans that establish customary or
acceptable
ways of accomplishing a specific task
and thatdelineate a sequence of steps of
required action
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Rules- plans that specifically define acceptable choices of
action.
-R ules are the least flexible type of planning-Because rules are the least flexible type of
planning in the planning hierarchy, there should be
as few rules as possible in the organization.
-Existing rules, however, should be enforced to keep
morale from breaking down and to promote
organizational structure.
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Values
The beliefs that guide
behavior
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CHARACTER ISTICS OF A TRUE
VALUE1. Freely chosen from among
alternatives
2. Prized and cherished
3. Consciously and consistently
repeated (part of a pattern)
4. Positively affirmed and acted upon
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