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CLASS PRESENTATION
ON
PLANNING
PRESENTED BY:
DEBDATTA MANDAL
ASSOCIATE PROFESSOR
-:INTRODUCTION:-
Nurses are familiar with the application of
nursing process such as assessing diagnosing,
planning, implementing and evaluating the
patents care in the management of their client in
any setting.
-:DEFINITION:-
According to Alford and Beatt:-
“ planning is the thinking process, the organized
foresight, the vision based on fact and experience
that is required for intelligent action.”
-:CLASSIFICATION OF PLANNING:-
1) ACCORDING TO TIME :-
I. Long Term
II. Short Term
2) ACCORDING TO MANAGERIAL LEVEL:-
I. Strategic plans
II. Adminlottrative plans
III. Operational plans
3) ACCORDING TO Formalization:-
I. Formal plan
II. Informal plan
4) ACCORDING TO SCOPE:-
I. Company or master plan
II. Functional/Departmental plan
5) Proactive and Reactive plan
-:PRINCIPLES OF PLANNING :-
 CONTRIBUTION OF OBJECTIVES- every major and
derivative plan should contribute positively towards the
accomplishment of organizational objectives.
 EFFICIENCY OF PLANNING – amount it contributes to
desired objectives minus cost and other undesired
consequences.
 POLICY FRAMEWORK – basic policies that
guide decisions are expressed clearly and
understood by manager
 TIMING – plans structured in a time frame to
provide appropriate attainment of the enterprise
objectives.
 FLEXIBILITY – ability to change what is built
into plans and reduce risk of loss .
 NAVIGATIONAL CHANGE – manager
periodically check on events and redraw plan for
desired goal.
 PRIMACY OF PLANNING – a manager can
hardly perform other managerial functions without
a road map .
 COMMITMENT – commitment involved in a
decision can be fulfilled.
 PLANNING OF PREMISES– managers
throughout the organization understand and agree
to utilize planning.
 ALTERNATIVES – planner should focus on
critical factors to attainment of desired goal.
-:IMPORTANCE OF PLANNING:-
 MAKING OBJECTIVE CLEAR – makes
objectives clear & specific, helps in deciding what
actions should be taken in present & future
condition.
 PLANNING PROVIDES DIRECTIONS- helps to
keep on the right path ,& to decide what to do &
when to do it.
 REDUCE RISK & UNCERTAINTY- helps to
predict future events and to take necessary actions
against unexpected events.
 PLANNING IS ECONOMICAL – effective plans
ensures best utilization of economy.
 PLANNING PROVIDES THE BASIS OF
CONTROL – ensures order & control and the actual
performance can be measured and evaluated
 PLANNING FACILITIES DECISION MAKING –
serves as a criteria for the evaluation of different
alternatives and helps in decision making.
 PLANNING IMPROVES EFFICIENCY OF
OPERATION– leads to efficient & economical
operation makes the task more efficient.
 EFFECTIVE COORDINATON – it integrates the
physical & human resources between departments
-:FACTORS AFFECTING PLANNING:-
I. COMPETITION: Planning is the backseat to
entering a profitable marker when a company wants to
beat them
II. ECONOMY: Economy also affect manager's to
plan
III. MANAGERS: Manager's also affect their own
planning function
IV. INFORMATIONS : When planning occurs it is
important to have accurate information
-:CHARACTERESTICS AND NATURE OF PLANNING:-
 FOCUS ON OBJECTIVES- a plan start with the
setting of objectives which make effort to realize
them by developing policies, procedure, and
strategies
 IT IS AN INTELECTUAL PROCESS- planning is
an intelectual process involving mental exercise,
Foreseesing future
 It Is Directed Towards Efficiency- the guiding
principles of a good plan are maximum output and
profits a minimum cost
 It Is A Decision Making Process- decision making
occurs at any points in the planning process
 It Is A Continues Process- planning occurs
continuously if change is necessary
 It Is the Fir function in the management process- a
manager must plan before he possibly organize
 It Is A Selective Process- it involves the selection
of the best possible course of action after making a
careful analysis of various alternatives
 It Is Flexible- the process of planning should be
adaptable to the changes
-:PLANNING PROCESS:-
-:STEPS OF PLANNING:-
 Preparation of opportunity and gathering
information- before carrying out the actual
planning one need to explore and gather related
and relevant information
 Establishing objectives- it is the second stape of
planning. Frame objectives by the availability of
opportunities and resources
 Developing premises- premises are the external
and internal conditions to understand planning
activities
 Identification of alternatives- after determining the
various planning assumptions the next step is to
work and find out the maximum alternatives
 Evaluation of alternatives- in this steps an attempt
has been made to evaluate the selected alternatives
 Selection of best possible alternatives- after
evaluating all alternatives the most appropriate
alternatives is taken up
 Developing supporting plan- after selecting the
best plan various derivatives plan such as policies,
schedules method s are developed
 Establishing sequence of action- related activities
according to plan are developed and defined
 Follow up and review- at last it is necessary to
follow up the plan and remove the difficulties
-:PLANNING Hospital and patient care unit:-
 HOSPITAL PLANNING
1. Forecasting and organizing the activities
2. Must be designed to serve people
3. Must be staaffed and competent
4. Strong management
5. Providing right environments for the patients and care
providers
PRINCIPLE OF PLANNING HOSPITAL
UNITS
 Protection- Protection from unnecessary and
unwanted disturbances in order to help speedy
recovery.
 Seperation- seperation of dissimilar activities
 Control- control over unwanted incidents.
 Circulation- proper integration of departments.
OBJECTIVES OF PLANNING
HOSPITAL UNITS
1. Provide quality care
2. Provide maximum comfort
3. Enhances staff satisfaction
4. Patient relatives and visitors convenience
5. Maintenance and cost of services
FACTORS IN HOSPITAL PLANNING
1. Community interest over individual interest
2. Preventive services over curative services
3. Rural over urban
4. Regionalized planning
HOSPITAL MUST MEET TWO BASIC
FUNDAMENTAL NEEDS
1. Must need the needs of the patient it is going to
serve adequately
2. Must be in size and proportion which the owner or
promoters will be able to build and operate
PLANNING OF PATIENT CARE UNIT
• Purposes:-
1. Should always be based on clearly defined objectives
2. Continuity and flexibility should maintain
3. Planning should be simple
CLEANING OF PATIENT UNIT
Scope of responsibility- Nursing service
personnel are responsible for bed, bedside
cabinet, chair, lamp, curtain and cubicle
partition. When housekeeping services are
not available, the medical specialists are
responsible for cleanliness of patient area
and adjoining bathroom.
 -:Types of cleaning:-
 Concurrent Cleaning: It is the cleaning of the unit
daily or In accordance to local standing Operating
procedure to ensure the elimination of Anu
accumulated dust
 Terminal Cleaning: It is the cleaning done when a
patient is discharged, transferred or dies. It is done
more actively than the daily cleaning.
EQUIPMENT
1. Wheeled utility cart
2. Wheeled laundry camper
3. Cleaning clothes
4. Wastebasket
5. Basin of prescribed detergent
-:PLANNING FOR EMERGENCY AND DISASTER:-
 EMERGENCY MANAGEMENT
1. Response- For the actual implementation of the
disaster plan, the response team acts quickly
addressing the changing needs during disaster.
2. Recovery- Once the disastrous condition is over
then the organisation and the staff involved should
try to recover.
 Mitigations: It is the collaborative attempt to
reduce the overall consequences occuring in
human life after the disaster and proper recovery
from the disaster
 Preparations: The goal of preparation is to decrease
emergency response time and ensure that the
necessary equipment is available and is at the site
after a disaster.
 EMERGENCY DEPARTMENT PLANNING AND
ORGANIZATION
 Location-it must be on the ground floor and should be easily
accessible and should have easy access to the acute patient
care areas like OT, ICU, blood bank.
 Stretcher, Trolley, Wheelchair store- a store with these items
available should be located Adjacent to the entrance.
 Ambulance, attendants, police, mass media room-
An well equipped room of about 10 sq. Metre ,
near the entrance hall with an attached toilet should
serve the needs.
 Work area: It should be spacious with enough room
for patients and personnels.
 Waiting area for emergency department patients-
The main function of this iss to be the passageway
to patient examination and treatment areas.
 Visitors Toilet: it should be located near the main
waiting area.
 Nursing station and administrative office- It should
be nextvto the entrance and manned on the 24
hours basis.
 Examination and treatment areas- The area should
always be in readiness to receive patients at all
times and should consist of a large room and
number of seperate small rooms for examination
and treatment purpose.
Equipment- stretchers, on wall oxygen unit, on wall
suction unit, BP apparatus, otoscope, opthalmoscope,
spot light, utility tube, airway and resuscitation bags.
 Resuscitation Room: the patientvis to be stabilized in
this room befoe being sent to the treatmentvir
recovery room or the ICU.
 Operation Room – A self sufficient operating room
to serve patients who need minor surgery and no
admission or who are critically ill.
 Fracture Room: A well equipped fracture room
similar to OT and has additional features for
reduction of closed fractures under local
anaesthesia.
 Plaster Room: Needed for treatment of fracture and
application of plasters.
 Care Of Burns: A seperate room with 20 sq. Metre
of area Should be reserved for immediate care of
burn patients. An observation ward with 6 to 8 beds
for patients is used for observation for 24 hours
 Isolation Room: for obstetric patients and pediatric
patients.
 Others: Room for dead bodies, pantry, storage
space, utility and soiled linen room, cleaners room,
changing rooms, conference rooms, library
 EMERGENCY RESPONSE: STAFFING PATTERN
1. Senior physician
2. Casualty officers
3. Specialist doctors
4. Nursing stuff
5. Labor staff
 COMMUNICATION AND COORDINATION OF
PLANS
1. Formulating and updating specific aims and objectives
2. Improve planning, reduce duplication of efforts, make plan
more realistic
3. Agencies can clearly divide responsibilities for different
operations
4. Representative of different agencies working in one area
may organize planning subgroups.
 Joint development and updating of preparedness
plans can serve as a basis for coordination among
agencies
 Besides the Red Cross Societies the other
organisations involved with disaster response
operations may include:-
1. Ministry for emergency and civil defense
2. Fire brigade
3. Health departnents or ministries
4. International Agencies.
 ADVANTAGES OF PLANNING
1. Offers future uncertainty and change
2. Tackles increasing complexity in modern business
3. Helps in coordination
4. Helps in exercising effective control
5. Facilitates unity of action
6. Helps in avoiding business failures
7. Improves competitive strength
8. Improves adaptability
9. Guides decision making
 DISADVANTAGES OF PLANNING
1. Forecasts
2. Rigidity
3. Time consuming
4. Costly
5. Influence of external factors
6. Failure of planners
7. Limited scope of specific organizations
-:Conclusion:-
Planning is a familiar day to day activity. A plan is a
projected course of action, the planning process is a
critical element of management. It must be learned by
the nurse manager because it will not happen by
accident.
-:TEN YEARS QUESTIONS:-
a) Define Planning.
b) State the characteristics of Planning.
c) Explain the steps of planning process.
d) “planning is essential for effective administration” discus
the statement with examples.
THANK YOU

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DOC-20230308-WA0008.................pptx

  • 1.
  • 3. -:INTRODUCTION:- Nurses are familiar with the application of nursing process such as assessing diagnosing, planning, implementing and evaluating the patents care in the management of their client in any setting.
  • 4. -:DEFINITION:- According to Alford and Beatt:- “ planning is the thinking process, the organized foresight, the vision based on fact and experience that is required for intelligent action.”
  • 5. -:CLASSIFICATION OF PLANNING:- 1) ACCORDING TO TIME :- I. Long Term II. Short Term 2) ACCORDING TO MANAGERIAL LEVEL:- I. Strategic plans II. Adminlottrative plans III. Operational plans
  • 6. 3) ACCORDING TO Formalization:- I. Formal plan II. Informal plan 4) ACCORDING TO SCOPE:- I. Company or master plan II. Functional/Departmental plan 5) Proactive and Reactive plan
  • 7. -:PRINCIPLES OF PLANNING :-  CONTRIBUTION OF OBJECTIVES- every major and derivative plan should contribute positively towards the accomplishment of organizational objectives.  EFFICIENCY OF PLANNING – amount it contributes to desired objectives minus cost and other undesired consequences.
  • 8.  POLICY FRAMEWORK – basic policies that guide decisions are expressed clearly and understood by manager  TIMING – plans structured in a time frame to provide appropriate attainment of the enterprise objectives.  FLEXIBILITY – ability to change what is built into plans and reduce risk of loss .
  • 9.  NAVIGATIONAL CHANGE – manager periodically check on events and redraw plan for desired goal.  PRIMACY OF PLANNING – a manager can hardly perform other managerial functions without a road map .  COMMITMENT – commitment involved in a decision can be fulfilled.
  • 10.  PLANNING OF PREMISES– managers throughout the organization understand and agree to utilize planning.  ALTERNATIVES – planner should focus on critical factors to attainment of desired goal.
  • 11. -:IMPORTANCE OF PLANNING:-  MAKING OBJECTIVE CLEAR – makes objectives clear & specific, helps in deciding what actions should be taken in present & future condition.  PLANNING PROVIDES DIRECTIONS- helps to keep on the right path ,& to decide what to do & when to do it.
  • 12.  REDUCE RISK & UNCERTAINTY- helps to predict future events and to take necessary actions against unexpected events.  PLANNING IS ECONOMICAL – effective plans ensures best utilization of economy.  PLANNING PROVIDES THE BASIS OF CONTROL – ensures order & control and the actual performance can be measured and evaluated
  • 13.  PLANNING FACILITIES DECISION MAKING – serves as a criteria for the evaluation of different alternatives and helps in decision making.  PLANNING IMPROVES EFFICIENCY OF OPERATION– leads to efficient & economical operation makes the task more efficient.  EFFECTIVE COORDINATON – it integrates the physical & human resources between departments
  • 14. -:FACTORS AFFECTING PLANNING:- I. COMPETITION: Planning is the backseat to entering a profitable marker when a company wants to beat them II. ECONOMY: Economy also affect manager's to plan III. MANAGERS: Manager's also affect their own planning function IV. INFORMATIONS : When planning occurs it is important to have accurate information
  • 15. -:CHARACTERESTICS AND NATURE OF PLANNING:-  FOCUS ON OBJECTIVES- a plan start with the setting of objectives which make effort to realize them by developing policies, procedure, and strategies  IT IS AN INTELECTUAL PROCESS- planning is an intelectual process involving mental exercise, Foreseesing future
  • 16.  It Is Directed Towards Efficiency- the guiding principles of a good plan are maximum output and profits a minimum cost  It Is A Decision Making Process- decision making occurs at any points in the planning process  It Is A Continues Process- planning occurs continuously if change is necessary
  • 17.  It Is the Fir function in the management process- a manager must plan before he possibly organize  It Is A Selective Process- it involves the selection of the best possible course of action after making a careful analysis of various alternatives  It Is Flexible- the process of planning should be adaptable to the changes
  • 19. -:STEPS OF PLANNING:-  Preparation of opportunity and gathering information- before carrying out the actual planning one need to explore and gather related and relevant information  Establishing objectives- it is the second stape of planning. Frame objectives by the availability of opportunities and resources
  • 20.  Developing premises- premises are the external and internal conditions to understand planning activities  Identification of alternatives- after determining the various planning assumptions the next step is to work and find out the maximum alternatives  Evaluation of alternatives- in this steps an attempt has been made to evaluate the selected alternatives  Selection of best possible alternatives- after evaluating all alternatives the most appropriate alternatives is taken up
  • 21.  Developing supporting plan- after selecting the best plan various derivatives plan such as policies, schedules method s are developed  Establishing sequence of action- related activities according to plan are developed and defined  Follow up and review- at last it is necessary to follow up the plan and remove the difficulties
  • 22. -:PLANNING Hospital and patient care unit:-  HOSPITAL PLANNING 1. Forecasting and organizing the activities 2. Must be designed to serve people 3. Must be staaffed and competent 4. Strong management 5. Providing right environments for the patients and care providers
  • 23. PRINCIPLE OF PLANNING HOSPITAL UNITS  Protection- Protection from unnecessary and unwanted disturbances in order to help speedy recovery.  Seperation- seperation of dissimilar activities
  • 24.  Control- control over unwanted incidents.  Circulation- proper integration of departments.
  • 25. OBJECTIVES OF PLANNING HOSPITAL UNITS 1. Provide quality care 2. Provide maximum comfort 3. Enhances staff satisfaction 4. Patient relatives and visitors convenience 5. Maintenance and cost of services
  • 26. FACTORS IN HOSPITAL PLANNING 1. Community interest over individual interest 2. Preventive services over curative services 3. Rural over urban 4. Regionalized planning
  • 27. HOSPITAL MUST MEET TWO BASIC FUNDAMENTAL NEEDS 1. Must need the needs of the patient it is going to serve adequately 2. Must be in size and proportion which the owner or promoters will be able to build and operate
  • 28. PLANNING OF PATIENT CARE UNIT • Purposes:- 1. Should always be based on clearly defined objectives 2. Continuity and flexibility should maintain 3. Planning should be simple
  • 29. CLEANING OF PATIENT UNIT Scope of responsibility- Nursing service personnel are responsible for bed, bedside cabinet, chair, lamp, curtain and cubicle partition. When housekeeping services are not available, the medical specialists are responsible for cleanliness of patient area and adjoining bathroom.
  • 30.  -:Types of cleaning:-  Concurrent Cleaning: It is the cleaning of the unit daily or In accordance to local standing Operating procedure to ensure the elimination of Anu accumulated dust  Terminal Cleaning: It is the cleaning done when a patient is discharged, transferred or dies. It is done more actively than the daily cleaning.
  • 31. EQUIPMENT 1. Wheeled utility cart 2. Wheeled laundry camper 3. Cleaning clothes 4. Wastebasket 5. Basin of prescribed detergent
  • 32. -:PLANNING FOR EMERGENCY AND DISASTER:-  EMERGENCY MANAGEMENT 1. Response- For the actual implementation of the disaster plan, the response team acts quickly addressing the changing needs during disaster. 2. Recovery- Once the disastrous condition is over then the organisation and the staff involved should try to recover.
  • 33.  Mitigations: It is the collaborative attempt to reduce the overall consequences occuring in human life after the disaster and proper recovery from the disaster  Preparations: The goal of preparation is to decrease emergency response time and ensure that the necessary equipment is available and is at the site after a disaster.
  • 34.  EMERGENCY DEPARTMENT PLANNING AND ORGANIZATION  Location-it must be on the ground floor and should be easily accessible and should have easy access to the acute patient care areas like OT, ICU, blood bank.  Stretcher, Trolley, Wheelchair store- a store with these items available should be located Adjacent to the entrance.
  • 35.  Ambulance, attendants, police, mass media room- An well equipped room of about 10 sq. Metre , near the entrance hall with an attached toilet should serve the needs.  Work area: It should be spacious with enough room for patients and personnels.  Waiting area for emergency department patients- The main function of this iss to be the passageway to patient examination and treatment areas.
  • 36.  Visitors Toilet: it should be located near the main waiting area.  Nursing station and administrative office- It should be nextvto the entrance and manned on the 24 hours basis.  Examination and treatment areas- The area should always be in readiness to receive patients at all times and should consist of a large room and number of seperate small rooms for examination and treatment purpose.
  • 37. Equipment- stretchers, on wall oxygen unit, on wall suction unit, BP apparatus, otoscope, opthalmoscope, spot light, utility tube, airway and resuscitation bags.  Resuscitation Room: the patientvis to be stabilized in this room befoe being sent to the treatmentvir recovery room or the ICU.
  • 38.  Operation Room – A self sufficient operating room to serve patients who need minor surgery and no admission or who are critically ill.  Fracture Room: A well equipped fracture room similar to OT and has additional features for reduction of closed fractures under local anaesthesia.  Plaster Room: Needed for treatment of fracture and application of plasters.
  • 39.  Care Of Burns: A seperate room with 20 sq. Metre of area Should be reserved for immediate care of burn patients. An observation ward with 6 to 8 beds for patients is used for observation for 24 hours  Isolation Room: for obstetric patients and pediatric patients.  Others: Room for dead bodies, pantry, storage space, utility and soiled linen room, cleaners room, changing rooms, conference rooms, library
  • 40.  EMERGENCY RESPONSE: STAFFING PATTERN 1. Senior physician 2. Casualty officers 3. Specialist doctors 4. Nursing stuff 5. Labor staff
  • 41.  COMMUNICATION AND COORDINATION OF PLANS 1. Formulating and updating specific aims and objectives 2. Improve planning, reduce duplication of efforts, make plan more realistic 3. Agencies can clearly divide responsibilities for different operations 4. Representative of different agencies working in one area may organize planning subgroups.
  • 42.  Joint development and updating of preparedness plans can serve as a basis for coordination among agencies  Besides the Red Cross Societies the other organisations involved with disaster response operations may include:- 1. Ministry for emergency and civil defense 2. Fire brigade 3. Health departnents or ministries 4. International Agencies.
  • 43.  ADVANTAGES OF PLANNING 1. Offers future uncertainty and change 2. Tackles increasing complexity in modern business 3. Helps in coordination 4. Helps in exercising effective control 5. Facilitates unity of action 6. Helps in avoiding business failures 7. Improves competitive strength 8. Improves adaptability 9. Guides decision making
  • 44.  DISADVANTAGES OF PLANNING 1. Forecasts 2. Rigidity 3. Time consuming 4. Costly 5. Influence of external factors 6. Failure of planners 7. Limited scope of specific organizations
  • 45. -:Conclusion:- Planning is a familiar day to day activity. A plan is a projected course of action, the planning process is a critical element of management. It must be learned by the nurse manager because it will not happen by accident.
  • 46. -:TEN YEARS QUESTIONS:- a) Define Planning. b) State the characteristics of Planning. c) Explain the steps of planning process. d) “planning is essential for effective administration” discus the statement with examples.