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Planning and Management
Dr. Shyamsundar J Raithatha
Head, Extension Programmes Department
Assistant Professor, Community Medicine
H M Patel Center for Medical Care and Education
Karamsad – 388325
shyamjr@charutarhealth.org
Outline

Class 1 : Introduction
– What is planning, management, leadership,
administration ?
– Planning Cycle

Class 2: Time management

Class 3: Programme Evaluation
Class 1: Introduction

What is Administration, Management, Leadership ?

Planning cycle
Administration

The activities that relate to running a company, institution,
or other organization

Implementing decisions/strategies

Maintenance – Implementation

Used interchangeably with management
Management

Coordination of the efforts of people to accomplish goals
and objectives by using available resources efficiently
and effectively

Getting things done efficiently

Goals are predecided – strategies formed and
identified

Used interchangeably with leadership at times
Leadership

Leaders set direction and help themselves and others to
do the right thing to move forward through motivation and
inspiration

Defining goals

Transformation
Example
Leadership Management
Administration
Planning
The process of setting goals, developing strategies,
and outlining tasks and schedules to accomplish
the goals

First step of management
Planning
Deciding in advance

What to do ?

How to do ?

Who is to do it ?
Planning Cycle
Steps in a planning cycle
Example of a planning cycle for TB
Step 1: Assess need
Burden of TB
- Prevalence, Mortality
Example of a planning cycle for TB
Step 1: Assess need
Burden of TB
- Prevalence, Mortality
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Example of a planning cycle for TB
Step 1: Assess need
Burden of TB
- Prevalence, Mortality
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Step 3: Goals and
Objectives
70% Detection rate,
85% cure rate
Example of a planning cycle for TB
Step 1: Assess need
Burden of TB
- Prevalence, Mortality
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Step 3: Goals and
Objectives
70% Detection rate,
85% cure rate
Step 4: Develop
Strategy
DOTS
Example of a planning cycle for TB
Step 1: Assess need
Burden of TB
- Prevalence, Mortality
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Step 3: Goals and
Objectives
70% Detection rate,
85% cure rate
Step 4: Develop
Strategy
DOTS
Step 5: Implement
Pilot and scale up
Example of a planning cycle for TB
Step 1: Assess need
Burden of TB
- Prevalence, Mortality
Step 2: Identify &
Prioritise
Treatment of cases
Step 3: Goals and
Objectives
70% Detection rate,
85% cure rate
Step 4: Develop
Strategy
DOTS
Step 6: Monitor and
Evaluate
Indicators – Detection
rate, Cure rate
Step 5: Implement
Pilot and scale up
Goals, Objectives and Targets
Example
An oral cancer prevention and care programme is being implemented in Anand
district with the purpose of reducing the burden of oral cancer in the district. Two
approaches are followed for achieving the purpose viz. Reducing the tobacco
addiction prevalence in the community and early detection of cancer through
screening. Several activities will be undertaken as listed below

Education of school children on hazards of tobacco

Creation of tobacco free zones in the community

Providing de-addiction facilities at health centers

Organising screening camps in villages for oral cancer

Providing diagnostic facility through biopsy for those identified as screen
positive at the health centers

Helping the patients identified as oral cancer to reach a cancer hospital –
Government hospital for poor patients and other hospitals for affording patients
Example: Cancer Programme
Reduce the
burden of oral
cancer in Anand
district
Reducing the prevalence
of tobacco addiction Education of school
children on tobacco
Tobacco free zones
De-addiction facilities
Early detection and
treatment of cancer
Screening camps for cancer
Biopsy for confirmatory
diagnosis at centers
Referral of diagnosed
patients to cancer centers
Example: Cancer Programme
Reduce the
burden of oral
cancer in Anand
district
Reducing the prevalence
of tobacco addiction Education of school
children on tobacco
Tobacco free zones
De-addiction facilities
Early detection and
treatment of cancer
Screening camps for cancer
Biopsy for confirmatory
diagnosis at centers
Referral of diagnosed
patients to cancer centers
Objective
Objective
Goal
Target
Target
Target
Target
Target
Target
Goals, Objectives and Targets
Goal: Ultimate desired state towards which all objectives and
resources are directed
Objective: A planned end-point of all activities
Target: An indicator which describes a specific number of a
discrete activity
Time Management
What do you understand by time management ?
What is Time Management ?

Multitasking

Being continuously busy – ensuring every second is used
properly

Working extremely hard

Achieving more in limited amount of time

Using to-do lists
What is Time Management ?

Multitasking

Being continuously busy – ensuring every second is used
properly

Working extremely hard

Achieving more in limited amount of time

Using to-do lists
Time Management
“Working smarter to enhance your effectiveness”

Prioritization – First things first

Sharpening the saw
Why time management ?

Limited life time

Many things to achieve

The Last Lecture – Randy Pausch
Prioritization – First Things First
Video
Prioritization – First Things First
Prioritization – First Things First
Prioritization – First Things First
Sharpen the saw
Sharpen the saw
Sharpen the saw
Some homework for you !
Some homework for you !
Step 1: Take one hour out of your routine and go to place
where you can sit alone and think. It can be a library, your
room, terrace, garden, .. any thing where you can be alone
and talk with your mind and think yourself. Take a
notebook (hard/soft) with you.
Some homework for you !
Step 2: Imagine that you are celebrating your 71st birthday. You
have invited your friends, family members, relatives, colleagues,
students, teachers, sub-ordinates, etc... all those whom you have
known in the last 70 years. Everybody is happy and wishing you
on your birthday. Now you ask them to say a few words about
yourself – like how you have been with them – a feedback on you,
etc.
--> Now take the notebook and start writing down as to what you
would like them to say about you. What words would you like
them to use for you?
Thank you !
“Imagination is more important than
knowledge.”
- Albert Einstein
Programme Evaluation
What is programme evaluation ?
A systematic assessment of the effectiveness of
processes and/or outcomes of a program with
the intent of furthering its development and
improvement
Example of a planning cycle for TB
Step 1: Assess need
Burden of TB
- Prevalence, Mortality
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Step 2: Identify &
Prioritise
Treatment of cases
Step 3: Goals and
Objectives
70% Detection rate,
85% cure rate
Step 4: Develop
Strategy
DOTS
Step 5: Implement
Pilot and scale up
Evaluation of health services
Health Programme - <Add images>
Health facility – Hospital / Heath center / clinic
Types of Evaluation
Formative
Summative
Types of Evaluation
Types of Evaluation
Formative: Evaluation is done before the beginning of the
programme or during the implementation of the programme to
improve the delivery of the programme
– Structure
– Process
Summative: Evaluation is done at the end of the programme to
assess the extent to which the programme was effective in
achieving its objectives
– Outcome
What is to be evaluated ?

Structure: Facilities, Equipment, Manpower and organisation meet a standard

Example – NABH, NAAC, IPHS

Process - Output

The way in which an activity is being carried out

Target achievement

Outcome
– The end result of activities – objectives

Impact

Goal achievement
Programme Indicators
Example – Diagnosis and treatment of malaria by ASHA
workers as a part of the Malaria control programme
Output Indicators No. of blood smears collected by ASHA workers
No. of patients administered anti-malarial treatment
Outcome Indicators Percentage of fever cases underwent malaria
testing
Percentage of malaria cases received treatment
Impact Indicators Malaria mortality rate
Elements of evaluation
1. Relevance
2. Adequacy
3. Accebility
4. Acceptability
5. Effectiveness
6. Efficiency
Elements of evaluation
1. Relevance – Appropriateness of the service – Whether the
service is needed at all from the perspective of location,
time and person
Eg: Kala Azar treatment facility may not be required in
Gujarat
2. Adequacy - Whether the service is available in adequate
quantity
Eg: Vaccine demand of a PHC/SC
Elements of evaluation
3. Accessibility: The extent to which a service is usable.
– Physical – Distance, availability of transport
– Economic – charges
– Cultural – Caste/Language barrier
4. Acceptability:
Eg: Screening for cervical cancer by male doctors
Elements of evaluation
5. Effectiveness – Degree of attainment of the objectives
and targets of the programme, service or institution in real
life situation
Eg – Cure rate in RNTCP
6. Efficiency – How well are the resources ( money, men,
material and time) are utilised to achieve a given
effectiveness
– Eg – Cost effectiveness
Methodology of evaluation
Quantitative – Surveys, Experiments, Case Control studies,
etc.
Qualitative – Focus Group Discussions, In-depth interviews,
observations, etc.
Assignment
What is cost effectiveness analysis ?
What is cost benefit analysis ?

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Planning and management

  • 1. Planning and Management Dr. Shyamsundar J Raithatha Head, Extension Programmes Department Assistant Professor, Community Medicine H M Patel Center for Medical Care and Education Karamsad – 388325 shyamjr@charutarhealth.org
  • 2. Outline  Class 1 : Introduction – What is planning, management, leadership, administration ? – Planning Cycle  Class 2: Time management  Class 3: Programme Evaluation
  • 3. Class 1: Introduction  What is Administration, Management, Leadership ?  Planning cycle
  • 4. Administration  The activities that relate to running a company, institution, or other organization  Implementing decisions/strategies  Maintenance – Implementation  Used interchangeably with management
  • 5. Management  Coordination of the efforts of people to accomplish goals and objectives by using available resources efficiently and effectively  Getting things done efficiently  Goals are predecided – strategies formed and identified  Used interchangeably with leadership at times
  • 6. Leadership  Leaders set direction and help themselves and others to do the right thing to move forward through motivation and inspiration  Defining goals  Transformation
  • 9. Planning The process of setting goals, developing strategies, and outlining tasks and schedules to accomplish the goals  First step of management
  • 10. Planning Deciding in advance  What to do ?  How to do ?  Who is to do it ?
  • 12. Steps in a planning cycle
  • 13. Example of a planning cycle for TB Step 1: Assess need Burden of TB - Prevalence, Mortality
  • 14. Example of a planning cycle for TB Step 1: Assess need Burden of TB - Prevalence, Mortality Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases
  • 15. Example of a planning cycle for TB Step 1: Assess need Burden of TB - Prevalence, Mortality Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases Step 3: Goals and Objectives 70% Detection rate, 85% cure rate
  • 16. Example of a planning cycle for TB Step 1: Assess need Burden of TB - Prevalence, Mortality Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases Step 3: Goals and Objectives 70% Detection rate, 85% cure rate Step 4: Develop Strategy DOTS
  • 17. Example of a planning cycle for TB Step 1: Assess need Burden of TB - Prevalence, Mortality Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases Step 3: Goals and Objectives 70% Detection rate, 85% cure rate Step 4: Develop Strategy DOTS Step 5: Implement Pilot and scale up
  • 18. Example of a planning cycle for TB Step 1: Assess need Burden of TB - Prevalence, Mortality Step 2: Identify & Prioritise Treatment of cases Step 3: Goals and Objectives 70% Detection rate, 85% cure rate Step 4: Develop Strategy DOTS Step 6: Monitor and Evaluate Indicators – Detection rate, Cure rate Step 5: Implement Pilot and scale up
  • 20. Example An oral cancer prevention and care programme is being implemented in Anand district with the purpose of reducing the burden of oral cancer in the district. Two approaches are followed for achieving the purpose viz. Reducing the tobacco addiction prevalence in the community and early detection of cancer through screening. Several activities will be undertaken as listed below  Education of school children on hazards of tobacco  Creation of tobacco free zones in the community  Providing de-addiction facilities at health centers  Organising screening camps in villages for oral cancer  Providing diagnostic facility through biopsy for those identified as screen positive at the health centers  Helping the patients identified as oral cancer to reach a cancer hospital – Government hospital for poor patients and other hospitals for affording patients
  • 21. Example: Cancer Programme Reduce the burden of oral cancer in Anand district Reducing the prevalence of tobacco addiction Education of school children on tobacco Tobacco free zones De-addiction facilities Early detection and treatment of cancer Screening camps for cancer Biopsy for confirmatory diagnosis at centers Referral of diagnosed patients to cancer centers
  • 22. Example: Cancer Programme Reduce the burden of oral cancer in Anand district Reducing the prevalence of tobacco addiction Education of school children on tobacco Tobacco free zones De-addiction facilities Early detection and treatment of cancer Screening camps for cancer Biopsy for confirmatory diagnosis at centers Referral of diagnosed patients to cancer centers Objective Objective Goal Target Target Target Target Target Target
  • 23. Goals, Objectives and Targets Goal: Ultimate desired state towards which all objectives and resources are directed Objective: A planned end-point of all activities Target: An indicator which describes a specific number of a discrete activity
  • 25. What do you understand by time management ?
  • 26. What is Time Management ?  Multitasking  Being continuously busy – ensuring every second is used properly  Working extremely hard  Achieving more in limited amount of time  Using to-do lists
  • 27. What is Time Management ?  Multitasking  Being continuously busy – ensuring every second is used properly  Working extremely hard  Achieving more in limited amount of time  Using to-do lists
  • 28. Time Management “Working smarter to enhance your effectiveness”  Prioritization – First things first  Sharpening the saw
  • 29. Why time management ?  Limited life time  Many things to achieve  The Last Lecture – Randy Pausch
  • 30. Prioritization – First Things First Video
  • 31. Prioritization – First Things First
  • 32.
  • 33. Prioritization – First Things First
  • 34. Prioritization – First Things First
  • 39. Some homework for you ! Step 1: Take one hour out of your routine and go to place where you can sit alone and think. It can be a library, your room, terrace, garden, .. any thing where you can be alone and talk with your mind and think yourself. Take a notebook (hard/soft) with you.
  • 40. Some homework for you ! Step 2: Imagine that you are celebrating your 71st birthday. You have invited your friends, family members, relatives, colleagues, students, teachers, sub-ordinates, etc... all those whom you have known in the last 70 years. Everybody is happy and wishing you on your birthday. Now you ask them to say a few words about yourself – like how you have been with them – a feedback on you, etc. --> Now take the notebook and start writing down as to what you would like them to say about you. What words would you like them to use for you?
  • 41.
  • 42. Thank you ! “Imagination is more important than knowledge.” - Albert Einstein
  • 44. What is programme evaluation ? A systematic assessment of the effectiveness of processes and/or outcomes of a program with the intent of furthering its development and improvement
  • 45. Example of a planning cycle for TB Step 1: Assess need Burden of TB - Prevalence, Mortality Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases Step 2: Identify & Prioritise Treatment of cases Step 3: Goals and Objectives 70% Detection rate, 85% cure rate Step 4: Develop Strategy DOTS Step 5: Implement Pilot and scale up
  • 46. Evaluation of health services Health Programme - <Add images> Health facility – Hospital / Heath center / clinic
  • 49. Types of Evaluation Formative: Evaluation is done before the beginning of the programme or during the implementation of the programme to improve the delivery of the programme – Structure – Process Summative: Evaluation is done at the end of the programme to assess the extent to which the programme was effective in achieving its objectives – Outcome
  • 50. What is to be evaluated ?  Structure: Facilities, Equipment, Manpower and organisation meet a standard  Example – NABH, NAAC, IPHS  Process - Output  The way in which an activity is being carried out  Target achievement  Outcome – The end result of activities – objectives  Impact  Goal achievement
  • 51. Programme Indicators Example – Diagnosis and treatment of malaria by ASHA workers as a part of the Malaria control programme Output Indicators No. of blood smears collected by ASHA workers No. of patients administered anti-malarial treatment Outcome Indicators Percentage of fever cases underwent malaria testing Percentage of malaria cases received treatment Impact Indicators Malaria mortality rate
  • 52. Elements of evaluation 1. Relevance 2. Adequacy 3. Accebility 4. Acceptability 5. Effectiveness 6. Efficiency
  • 53. Elements of evaluation 1. Relevance – Appropriateness of the service – Whether the service is needed at all from the perspective of location, time and person Eg: Kala Azar treatment facility may not be required in Gujarat 2. Adequacy - Whether the service is available in adequate quantity Eg: Vaccine demand of a PHC/SC
  • 54. Elements of evaluation 3. Accessibility: The extent to which a service is usable. – Physical – Distance, availability of transport – Economic – charges – Cultural – Caste/Language barrier 4. Acceptability: Eg: Screening for cervical cancer by male doctors
  • 55. Elements of evaluation 5. Effectiveness – Degree of attainment of the objectives and targets of the programme, service or institution in real life situation Eg – Cure rate in RNTCP 6. Efficiency – How well are the resources ( money, men, material and time) are utilised to achieve a given effectiveness – Eg – Cost effectiveness
  • 56. Methodology of evaluation Quantitative – Surveys, Experiments, Case Control studies, etc. Qualitative – Focus Group Discussions, In-depth interviews, observations, etc.
  • 57. Assignment What is cost effectiveness analysis ? What is cost benefit analysis ?