NCM 107A What is Planning?

PLANNING Is deciding in advance what to do, how to do a particular task, when to do it, and who is to do it. PLANNING Is predetermining a course of action in order to arrive at a desired results. PLANNING It is the continuous process of assessing, establishing goals and objectives and implementing and evaluating them, which is subject to change as new facts are known COMPONENTS OF PLANNING PRINCIPLES OF PLANNING 1. Always based and focused on the VMG & philosophy of the organization. 2. It is a continuous process. 3. Should be spread within the entire organization covering the various departments, services and the various levels of management to provide maximal cooperation and harmony. PRINCIPLES OF PLANNING 4. Utilizes all available resources. 5. Must be precise in its scope and nature. 6. Should be time bounded. 7. Must be documented for proper dissemination to all concerned WHY PLANNING IS IMPORTANT? It leads to success in the achievements of goals and objectives It provides meaning to work It provides for the effective use of available personnel and facilities It helps nurses cope with crises and problems calmly and efficiently WHY PLANNING IS IMPORTANT? It is cost effective It is based on past and future activities It reduces the element of change It is necessary for effective control

Characteristics of a GOOD PLAN It should have a clearly worded objectives, including results and methods for evaluation Be guided by policies and/or procedures affecting the planned action Indicate priorities Characteristics of a GOOD PLAN Develop actions that are flexible and realistic in terms of available personnel, equipment, facilities and time Develop a logical sequence of activities Select the most practical methods for achieving each objective TYPES OF PLANNING: 1. STRATEGIC OR LONG-RANGE PLANNING what are the right things to do - usually extending 3 to 10 years into the future. - focuses on VMG, Philosophy of the organization - may be done once or twice a year - may utilize the SWOT Analysis TYPES OF PLANNING: 2. OPERATIONAL OR SHORT-RANGE PLANNING how does one do things right - deals with day to day maintenance activities. 3. CONTINUOUS OR ROLLING PLANS - similar to operating plans, involves mapping out the day-to-day activities. REACTIVE OCCURS AFTER A PROBLEM EXIST INACTIVISM Seeks status quo When change is inevitable, it occurs slowly & incrementally PREACTIVISM Future oriented Do not value experience Utilize technology to accelerate change INTERACTIVE OR PROACTIVE

Consider the past, present, & future Plan for the future Dynamic and has adaptability ELEMENTS OF PLANNING 1. Forecasting the future 2. Set Objectives/Goals and Determine Desired Results 3. Develop and Schedule Strategies, Programs/Projects/Activities; Set the Time Frame 4. Prepare the Budget and Allocation of Resources 5. Establish Policies Procedures and Standards Elements of Planning Forecasting is looking into the future Refers to estimation of time series, cross sectional or longitudinal data In making forecast, 3 things should be considered: 1. Agency 2. Community affected 3. Goals of care Forecast must be supported by facts, reasonable estimates and accurate reflection of policies and plans 2. Set Objectives /Goals and Determine Desired Results GOALS broad statements of intent derived from the purposes of the organization Is a desired aim or condition toward which one is willing to work It change with time & requires periodic reevaluation Usually have multiple objectives that each accompanied by target dates

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are long-term aims that you want to accomplish Global in Nature, AMBITIOUS BUT REALISTIC Set Objectives /Goals and Determine Desired Results (cont..) Individual goals- are personal goals; based on ones desired in life Group goals- may refer also to organizational goals although on a smaller scale Organizational goals- management goals of an organization that are established to justify its existence Short term goals and long term goals

DDC Goals? 1. To provide innovative, balanced, and relevant education for lifelong learning of the global Filipino; 2. To provide community outreach services through comprehensive general well-being projects; 3. To promote passion for continuous improvement by upgrading facilities, strengthening research culture, intensifying partnership and linkages; 4. To promote environmental concern and community awareness by maintaining a sustainable and environment-friendly institution and implementing activities that help nurture the environment; and 5. To achieve organizational efficiency and financial stability through competent management and governance. OBJECTIVES Similar to goals Motivate people to a specific end More specific and measurable Identify HOW & WHEN the goal is to be accomplished

SMARTER Specific, Measurable, Achievable, Relevant, Time-bounded, Exciting, Recorded MISSION OR PURPOSE The mission statement outlines the agencys reason for existing ( whether hospital or health care), who the target clients are ( the poor, the needy, the middle or upper class), and what services will be provided ( in-patient, outpatient, emergency). - reason for the existence of the organization (Nursing service exist to promote and maintain health) MISSION OR PURPOSE Davao Doctors College is committed to produce highly competent graduates imbued with the core values of excellence, service, integrity, empowerment and commitment. We shall provide a nurturing environment that supports quality instruction, research and community service through effective leadership, governance and professionalism. Vision Use to describe future goals of the organization without a vision, any road, even one filled with potholes, will take you there Simpson, 2005 The organization will never be greater than the VISION that guides it Vision Davao Doctors College is a premier nonsectarian academic institution that provides quality health and wellness education in Mindanao and the East ASEAN Growth Area. PHILOSOPHY Flows from the Mission Statement & delineates the set of values & beliefs that guide all action of the organization

Philosophy is the sense of purpose of the organization and the reason behind its structure and goals. PHILOSOPHY (cont..) Philosophy states the beliefs that influence nursing practice and beliefs about health care. Must be translated into specific goals and objective POLICIES Policies in general, they are guidelines to help in the safe and efficient achievement of organizational objectives PROCEDURES Procedures are specific directions form implementing written policies 3. Develop and Schedule Strategies, Programs/Projects/Activities; Set the Time Frame Strategy is the techniques, methods, or procedure by which the overall plan of the higher management achieve desired objectives. Programs are activities put together to facilitate attainment of some desired goals. PROGRAMS Programs are predetermined, developed and targeted within a time frame to reach the set goals and objectives. The Planning Formula 1. WHAT 2. WHEN 3. WHERE Time Management is a technique for allocation of ones time through the setting of goals, assigning priorities, identifying and eliminating time wastes and use of managerial techniques to reach goal s efficiently Principles of Time Management 1) Planning for contingencies

planning anticipates the problem that will arise from actions without thought 1) Listing of task task to be accomplished should be done in sequence which are prioritized according to importance Principles of Time Management 3) Inventory 4) Sequencing 5) Setting and keeping deadlines- and adhering to deadline is an excellent exercise in self discipline 6) Deciding on how time will be spent Multitasking Trying to get more things done in less time Examples: answering phone calls while charting, sending emails while in the meeting 4. PREPARING THE BUDGET 1. A BUDGET is the annual operating plan, a financial road map and plan which serves as an estimate for future costs and a plan for utilization of manpower, material and other resources to cover capital projects in the operating programs. 4. PREPARING THE BUDGET 2. A nursing budget is a plan for allocation of resources based on preconceived needs for a proposed series of programs to deliver patient care during one fiscal year. 3. A hospital budget is a financial plan to meet future service expectations. Factors in BUDGET planning Type of patient, length of stay in the hospital and acuteness of illness Size of hospital and bed occupancy Physical lay out of the hospital, size and plan of the wards, units, nurses station, treatment rooms, etc

Factors in BUDGET planning Personnel policies Salaries paid to various type of nursing personnel including OT pay or shift differential Extent of VL, SL, holidays Provision for staff development programs Grouping of patients such as those in specialized areas Factors in BUDGET planning Standards of nursing care: kind and amount of care to be given as it affects the number of hours of bedside care The method of performing nursing care whether simple or complex; the method of documentation Factors in BUDGET planning cont Proportion of nursing care provided by the professional nurses and those given by nonprofessionals Amount and quality of supervision available and provided; the efficiency of job description and job classification Factors in BUDGET planning cont Method of patient assignment whether functional, case, team or primary Amount and kind of labor saving devices and equipments Amount of centralized service provided: sterile supply , central o2 supply, linen supply Factors in BUDGET planning cont Nursing service requirements of the ancillary departments: clinics, admitting office, ER Reports required by administration

 whether simple or complex Affiliation of nursing students or medical students 5. Establishing Nursing Standards, Policies and Procedures Standard a practice that enjoys general recognition and conformity among professionals or an authoritative statement by which quality of practice or education can be judged Nursing Care Standard a descriptive statement desired quality against which to evaluate nursing care Establishing Nursing Standards, Policies and Procedures (Cont..) Purpose of nursing standards Improved quality of care Decrease the cost of nursing care Determine nursing negligence Establishing Nursing Standards, Policies and Procedures (Cont..) Sources of nursing standards DOH, BON, Professional Organization, Nursing Programs Establishing Nursing Standards, Policies and Procedures (Cont..) Policies are guidelines to help in safe and efficient achievement of organizational objectives Establishing Nursing Standards, Policies and Procedures (Cont..) There are 3 general areas in nursing which requires policy formulation. These are: 1. Areas in which confusion about the venue of responsibility might result in neglect or malperformance of an act necessary to a patients welfare 2. Areas pertaining to the protection of patients and families rights as

right to privacy and right to property 3. Areas involving matters of personnel management and welfare Establishing Nursing Standards, Policies and Procedures (Cont..) Nursing procedures Procedures are specific directions for implementing written policies Procedures are more specific guide to action than policy Thank yooooooouuuu