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Central Philippine University. School of Graduate Studies. Lopez- Jaena Street, Iloilo City. LESSON PRESENTATION. Unit III - Planning. MARIA REYLAN M. GARCIA, R.N. Objectives. At the end of the interactive discussion, the graduate students will be able to:.

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unit iii planning

Central Philippine University

School of Graduate Studies

Lopez-Jaena Street, Iloilo City

LESSON PRESENTATION

Unit III - Planning

MARIA REYLAN M. GARCIA, R.N.

objectives
Objectives

At the end of the interactive discussion, the graduate students will be able to:

  • Define planning as an element of management and of nursing practice
  • Arrange the different components of the planning hierarchy
  • Identify the reasons or purposes of planning
slide3

Objectives

  • Differentiate the four modes/orientations of planning and the different types of planning
  • Describe the strategic planning process using the 9-method approach
  • Differentiate the budgeting methods of fiscal planning
objectives1
Objectives
  • Criticize a planned expenditure using a decision package of the Zero-based budgeting approach
  • Verbalize the importance of the components of planning hierarchy in the entire dynamics of an organization
  • Make a personal vision, mission and philosophy
topic outline
Topic Outline
  • DEFINITION OF PLANNING
    • Planning in the Management Process
    • Planning in Nursing
    • Planning Hierarchy
  • REASONS/PURPOSES OF PLANNING
  • TYPES OF PLANNING
    • Modes/Orientation
    • Strategic Planning
topic outline1

Operational Planning

  • Fiscal Planning
  • Tactical Planning
Topic Outline
slide7

Introduction

He, who fails to plan, plans to fail.

Failure is not an option in nursing.

Plans may become the best weapons.

definition
Definition

Planning is deciding in advance what to do; who is to do it; and how, when, and where it is to be done.

definition1
Definition
  • Henry Fayol
  • wise use of resources and the selection of the best approaches
  • proactive and deliberate process

PLANNING IN THE MANAGEMENT PROCESS

definition2
Definition
  • skills like vision, creativity, flexibility and energy
  • continuous process
  • management functions are interdependent

PLANNING IN THE MANAGEMENT PROCESS

definition3
Definition
  • Nurse administrators do not want to leave events to chance
  • provide nursing care desired and needed by the clients

PLANNING IN NURSING

definition4
Definition

Vision and Mission

PLANNING HIERARCHY

Philosophy

Goals and Objectives

Policies and Procedures

Rules

definition5
Definition
  • Vision statements are used to describe future goals of the organization.
  • Mission statements are brief statements identifying the reason why an organization exists.

VISION AND MISSION STATEMENTS

definition6
Definition
  • The philosophy flows from the mission statement and then delineates the set of values and beliefs that guides all actions of the organization.

PHILOSOPHY STATEMENTS

definition7
Definition
  • A goal is the direct result toward which effort is directed; it is the aim of the philosophy.
  • Objectives are similar to goals; but they are more specified and measurable than goals because they identify how and when the goal is to be accomplished.

GOALS AND OBJECIVES

definition8
Definition
  • Policies are plans reduced into statements or instructions that direct organizations in their decision-making.
  • Procedures are plans that establish customary or acceptable ways of accomplishing a specific task and delineate a sequence of steps of required action.

POLICIES AND PROCEDURES

definition9
Definition
  • Rules and regulations are plans that define specific action or nonaction.

RULES

activity
Activity
  • VISION
  • MISSION
  • PHILOSOPHY

WRITE YOUR OWN

reasons
Reasons
  • increases the chances of success
  • forces analytic thinking and evaluation of alternatives
  • establishes a framework for decision making
  • orients people to action rather than reaction
  • includes day-to-day and future-focused managing
reasons1

helps avoid crisis management and provides decision-making flexibility.

  • basis for managing organizational and individual performance
  • increases employee involvement and improves communication
  • cost-effective
Reasons
types
Types
  • Reactivism
  • Inactivism
  • Preactivism
  • Proactivism

MODES / ORIENTATION

types1
Types
  • short-term planning
  • Lower-level units
  • The plans only span for one year or less because of short-term goals.

TACTICAL PLANNING

types2
Types
  • long-term planning
  • involves a long period, usually three to ten years
  • forecasts the future success of an organization

STRATEGIC PLANNING

types3
Types

9 PHASES OF STRATEGIC PLANNING

types4
Types

9 PHASES OF STRATEGIC PLANNING

types5
Types

9 PHASES OF STRATEGIC PLANNING

types6
Types
  • The Mission and the Creed
  • Data Collection and Analysis
  • Assess strengths and weaknesses
  • Goals and Objectives
  • Strategies

9 PHASES OF STRATEGIC PLANNING

types7
Types
  • Timetable
  • Operational and Functional Plans
  • Implementation
  • Evaluation

9 PHASES OF STRATEGIC PLANNING

types8
Types
  • This is the written blueprint for achieving objectives
  • management plan
  • Support tactical plans

OPERATIONAL PLANNING

types9
Types
  • It is forecasting the costs of the organization based on current and projected needs.
  • Budget estimates expenditures and revenues by an agent for a stated future period.

FISCAL PLANNING

types10
Types
  • Incremental Budgeting
  • Flexible Budgeting
  • New Performance Budgeting
  • Zero-based Budgeting

4 COMMON BUDGETING METHODS

types11
Types
  • This type of budgeting method does not automatically assume that since a program has been funded previously, it should continue to be funded.

ZERO-BASED BUDGETING

types12
Types

On implementing a mandatory Hepatitis B vaccination program at a nursing school

  • Objectives
  • Driving Forces
  • Restraining Forces

ZERO-BASED BUDGETING: EXAMPLE

types13
Types

On implementing a mandatory Hepatitis B vaccination program at a nursing school

  • Alternative 1
  • Alternative 2
  • Alternative 3

ZERO-BASED BUDGETING: EXAMPLE

references
References
  • Marquis, B., & Huston, C. (2009). Leadership Roles and Management Functions in Nursing: Theory and Application 6th edition. 530 Walnut Street, Philadelphia, PA: Lippincott Williams & Wilkins
  • Roussel, L. (2006). Nursing Management and Leadership 4th edition. 40 Tall Pine Drive, Sudbury, MA: Jones and Bartlett Publishing, Inc.
  • CliffsNotes. (2012). Detailing Types of Plans. Retrieved January 10, 2012, from http://www.cliffsnotes.com/study_guide/Detailing-Types-of-Plans.topicArticleId-8944,articleId-8871.html