Nursiing Management WR. Whole Package
Nursiing Management WR. Whole Package
Nursiing Management WR. Whole Package
College of Nursing
NURSING MANAGEMENT
Written Report on
Planning
1. Definition—Mission, Philosophy, Goal and
Objective
2. Purpose
3. Steps/ Process
3.1. Forecasting or Estimating the future
3.2. Defining the philosophy and objectives
3.3. Identifying Strategies
3.4. Setting time frame
3.5. Preparing the budget
4. Types
5. Resistancy to planning
Submitted by:
Amisola, Jovic
Capindit, Ma. Rosalyn
Cordero, Arlene
Hollero, Fermin Romulo
Lumanta, Honeylette
Pascual, Lea Pamela
Villa- Real, Ana Cristina
BSN III-4
17 November 2010
PLANNING
WHAT IS PLANNING?
• Is deciding in advance what to do, how to do a particular
task, when to do it, and who is to do it.
COMPONENTS OF PLANNING
PRINCIPLES OF PLANNING
1. Planning is always based and focused on the vision, mission,
philosophy, and clearly defined objectives of the organization.
2. Planning is a continuous process. Provision for proper analysis
would indicate a revision or flexibility to be done to make it
more effective.
3. Planning should be pervasive within the entire organization
covering the various departments, services, and the various
level of management to provide maximal cooperation and
harmony.
4. Planning utilizes all available resources.
5. Planning must be precise in its scope and nature. It should be
realistic and focused on its expected outcomes.
6. Planning should be time bounded with short and long range
plans. .
7. Projected plans must be documented for proper dissemination
to all concerned for implementation and evaluation to the
extent of its achievement.
IMPORTANCE OF PLANNING
• It leads to success in the achievements of goals and
objectives. Workers relate what they do to meaningful results
since plans are focused on objectives.
• It provides meaning to work. Employee or workers experience
greater satisfaction if what they do becomes meaningful to
them.
• It provides for the effective use of available personnel and
facilities. The best use of personnel and materials resources
prevents wastage.
• It helps in coping with crises. Hospital should provide for
disaster plan. This allows the worker to function more clearly
and efficiently when actual emergencies occur such as fire,
typhoons, and earthquakes or during New Year celebrations
and/or other occasions when more people are likely to get
hurt.
• It is cost effective. Cost can be controlled through planning for
efficient operation.
• It is based on past and future activities. Evaluation of
programs, schedules and activities whether successful or not,
prevents and/or reduces the recurrence of problems and
provides better ideas in modifying or avoiding them.
• It leads to the realization of the need for change. It becomes
the basis for evaluating the accomplishments of the set
programs/ activities.
• It provide the basis of control
• It is necessary for effective control. Nurse-managers evaluate
the environment or setting in which they work or where the
patients are confined and make necessary recommendations
to make hospital conditions more therapeutic not only for the
patients but for workers as well.
CHARACTERISTICS OF A GOOD PLAN
1. Be precise with clearly-worded objectives.
2. Be guided by policies and/or procedures affecting the
planned action.
3. Indicate priorities.
4. Develop actions that are flexible and realistic.
5. Develop a logical sequence of activities.
6. Include the most practical method for achieving each
objective
7. Pervade the whole organization.
MISSION
• It is a statement that outlines the agency’s reason for
existing, which the target clients are and what services
will be provided.
VISION
• It is a statement that outlines the organization’s future
role and function.
PHILOSOPHY
• It is a statement of beliefs and values that directs one’s
life or one’s practice.
• It is the sense of purpose of the organization and the
reason behind its structure and goal.
GOALS
• It is more general and covers a broad area than
objectives.
OBJECTIVES
• More specific. It is concrete.
3.Steps/ Process
3.1 Forecasting or Estimating the
future
• Equipments
• Facilities
• Supplies
3.Steps/ Process
3.2 Defining the philosophy and objectives
Philosophy
***References:
Jones, Rebecca. Nursing Leadership and Management: Theories,
Processes and Practice. USA: F.A. Davis Company, 2007.
Identifying Strategies
8. Learn to delegate.
12. Take rest breaks and make good use of your spare time.
3. Steps/ Process
3.5 Preparing the budget
Budgetary process
Budget committee
• Assures orderly and timely development of the budget.
• Assists the budget officer in budget preparation and in
monitoring the budget.
Chief Nurse or his/ her assistant
• Usually a member of the budget committee.
• Works with the supervisors and head nurses in
preparing the budget for the nursing service.
• Compiles and completes the final draft of the budget
and presents this to the Budget Officer or Hospital
Administrator
Nursing personnel
• Their participation can lead to cost consciousness,
awareness of activities, and increased cost- effectiveness.
Components of Budget
o Three major budgets of budgetary control program:
a. Cash Budget
o Forecast the amount of money received
o Consists of beginning cash balance, estimates of the
receipts and disbursement, and estimates balance
for a given period corresponding to that of the
operating and capital budgets.
o Prepared by estimating the amount of money to be
collected from patients and allocating it to cash
disbursement required to meet obligations promptly
as they come.
b. Operating Budget
o Deals primarily with salaries, supplies, contractual
services, employee benefits, laundry service, drug
and pharmaceuticals, in service education, travels to
professional meetings, books, periodicals,
professional magazines and repair and maintenance
o Composed of the revenue and the revenue and
expense budget.
c. Capital Expenditure budget
o Consist of accumulated data for fixed assets that are
expected to be acquired during the budgeted period.
o Includes estimated costs and sources of funds for
expected replacements, improvements and additions
to fixed assets
o (cost of estimated requirements + anticipated dates of
acquisition)
Individual report
=information about anticipated procurements,
priorities and timing as well as feasibility of
acquisition
o Proposal for capital equipment must be
accompanied by complete description of the item—
statement as to the reason of purchase (addition,
improvement or replacement), classification
(prioritized as urgent, essential, economically
desirable, or just desirable) and probable outcome of
the purchase (improvement of patient care, increase
or decrease department revenue, whether there will
be charge for its use and if so, how much, including a
probability of the frequency of its use
4.Types
By: Cordero, Arlene
Types of Planning
1. Long range/ strategic :
5. Resistancy to planning
By: Fermin, Hollero