Unit 3

PLANNING

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Planning of the organization

Mission

PhilosophyGoals

Objectives

Policies

Procedures

Rules

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Definition and Nature of planning The process of determining in advance the

objectives to be accomplished and the means by which these objectives are to be attained .

The first function of management : before organizing, staffing, directing, and controlling)

Planning is conceptual, but the results of planning are clearly visible .

Nurse manager needs to be familiar with the decision — making process (identify the philosophy, purpose, policies and procedures of the institution, and prepare budgets to implement the plans with effective time management of the organization.

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PLANNING PROCESS

1) The Purpose or mission statement: The purpose is a brief statement

identifying the reason that an organization exists (future aim or function)

The first priority for planning is clarification of the purpose (influences the development of other functions)

Nursing services exist to provide quality nursing care to clients& the other encourage teaching and research.

Each specialty with its own specific purposes, contributes to the purpose of the institution.

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The following is an example of mission statement for hospital X:Mission statement :Hospital X is a tertiary care facility and

provides comprehensive, holistic care to all state residents who seek treatment, the purpose of Hospital X is to combine high quality, holistic health care with the provision of learning opportunities for students in medicine, nursing, and allied health sciences. Research will b encouraged as a means of identifying new treatment regime. and for the promotion of high quality health care for generations to come

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*The purpose of the in-service education dept is to orient staff to the job

• The burn unit exists to manage clients with burns .

• The relationship among organizational functions should be examined periodically for Consistency.

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2) Philosophy: (Statement of beliefs and values)

that direct one’s practice.Philosophy flows from the purpose. Written &documented clearly, not

vague and reviewed periodically. The leader's action in the

institution lead to interpret the philosophy for workers

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A philosophy that might be generated from hospital X's mission statement

follows: Organizational philosophy:The board of directors, medical and nursing

staff, and administrators of Hospital X believe that human beings (persons) are unique, due to differing genetic endowments, personal experiences in social, and physical environments, and the ability to adapt to biophysical, psychosocial, and spiritual. Thus, each client is considered to be a unique individual, with unique needs. Identifying outcomes and goals, setting priorities, prescribing strategy, options, and selection an optimal strategy will be negotiated by the client, physician, and health care team

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As unique individuals, clients provides medical, nursing, and allied health students invaluable diverse learning opportunities. Because the board of directors, medical and nursing staff, and administrators believe that the quality of health care provided directly reflects the quality of the education of its future health care providers, students are welcome, and encouraged to seek out as many learning opportunities as possible. Because high – quality.

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The organization philosophy provides the basis for developing nursing philosophies at the unit level and for nursing service as a whole. The nursing service philosophy in conjunction with the organizational philosophy, need to examine fundamental beliefs about nursing and nursing care, and should draw upon the concepts of holistic care, education, and research. Hospital X's nursing service philosophy might look something like the following.

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Nursing service philosophyThe philosophy of nursing at hospital X is

based upon respect for the individual's dignity and worth. We believe all patients have the right to receive effective nursing care. This care is a personal service that is based on patients needs and their clinical disease or condition. Recognizing the obligation of the nursing to help restore patients to the best possible state of physical, mental, and emotional health, and to maintain patients sense of spiritual and social well being, we pledge intelligent cooperation in coordinating nursing

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service with the medical and allied professional practitioners. Understanding the importance of research and teaching for improving Pt care, the nursing department will support, promote, and participate in these activities. Using knowledge of human behavior, we shall strive for mutual trust and understanding between nursing service and nursing employees to provide an atmosphere foe developing, the fullest possible potential of each individual member of the nursing team. We believe that nursing personnel are individually accountable to patients and their families for the quality and compassion of the Pt care rendered and for upholding the standards of care as delineated by the nursing staff.

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3) Goals and objectives: Actions for achieving the purpose and

philosophy.Goals and objectives are the translation

"Operationalization” of Philosophy .Goal :- The aim of the philosophy (desired

result)- Global in nature.- Should be specific and clear - Measurable and realistic .- May be change over time.- Require periodic reevaluation &

prioritization.

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The following are sample goal statements

All nursing staff will develop recognition of patient's need for independence and, right for privacy and will assess patient’s level of readiness to learn in relationship to their illness

The nursing staff will provide effective patient care relative to patient needs in so far as the hospital and community facilities permit through the use of card plans, individual patient care and discharge planning, including follow-up contact .

An ongoing effort will be made to create an atmosphere conducive to favorable patient and employee morale and which fosters personal growth .

The performance of all employees in nursing department will be evaluated, in a manner that produces growth in the employee and upgrades nursing standards

All nursing units within Hospital X will work cooperatively with other departments within the hospital to further the mission, philosophy and goals of the institution

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Objective

More specific and measurable than goals.

Deals with" how” and “when” the goal is to be accomplished.

Motivate individuals to Specific end.Explicitواضح , measurable,

observable, and obtainable.Goal usually have multiple

objectives.

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Writing good objective requires time and practice

Format to write clear objectives : 1- Who- will do the work . 2- Write the word "to" followed by

an action verb. 3- Write a single key result to be

achieved. 4- Write the word "by" and state

the target date for accomplishment.

5- Write the maximum cost in terms of money or time .

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Examples of objectivesIf one of hospital Z's goals was " All

registered nurses will be proficient in the administration of intravenous fluid ". Then objectives for hospital Z might include the following:

All registered nurses will complete hospital Z's course " IV therapy certification " within one month of beginning employment.

The hospital will bear the cost of this program.

Registered nurses scoring less than 70 percent on a comprehensive examination in " IV therapy certification " must attend the remedial four – hours course

" review of basic IV principles " not more than two weeks after the completion of " IV therapy certification

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Examples of objectives cont…

If registered nurses unable to achieve a score of 70 percent or bettered on the comprehensive examination for " IV therapy certification " after completing " review of basic IV principles " will not be allowed to perform IV therapy on patients. An individualized plan with be established by the unit manager and the employee who failed the examination

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4) Policies and procedures:

Policies: ‘broad general statements of expected actions that serve as guides to decision making or to supervising the of subordinates actions ”.

Means for accomplishing goals and objectives .

Direct individual behavior toward the organization’s mission with broad limits.

Basis for future decisions and actions, increasing the probability that different managers will make similar decisions when independently facing similar situations.

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Policies make fairness between personnel and they are treated equally.

Policies: are useless if no one knows of their existence.

Oral communication is appropriate to introduce and explain new policies .

It is appropriate to send a letter of purpose and a copy of policies to personnel affected by them.

Policy formation is a continuous process Examples: annual leave, sick leave, leave without pay.

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Procedures

Plans that have been reduced to a sequence of steps of required action .

Intra or inter departments.Not affect the entire organization to

the extent that policy statements do .Procedure manuals provide a

reference & basis for evaluation for all personnel.

Good procedures increases the quality of the end-product

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Save staff time. facilitate delegation.Reduce cost. increase productivity and

provide a means of control

5) Rules or regulation:Generally included as part of

policy and procedure statements.

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Thee end

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