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A Presentation of:
Planning for NURSING
             SERVICE
Life's Lesson No. 2
  A little bird was flying south for the
                  winter.
It was so cold the bird froze and fell to
       the ground into a large field.

While he was lying there, a cow came by
     and dropped some dung on him.

As the frozen bird lay there in the pile
  of cow dung, he began to realize how
He lay there all warm and happy, and
       soon began to sing for joy.
 A passing cat heard the bird singing
         and came to investigate.
Following the sound, the cat discovered
      the bird under the pile of cow
   dung, and promptly dug him out and
                 ate him.
             Moral of the story:
   (1) Not everyone who shits on you is your
                    enemy.
(2) Not everyone who gets you out of shit is
                 your friend.
THE FIRST STEP IN TIME MANAGEMENT IS TO;
A. TAKE A BREAK AND ENERGIZE WITH HIGH CARBOHYDRATES
B. COMPLETE THE MOST DIFFICULT TASK FIRST
C. ALLOW A PERIOD OF TIME FOR PLANNING AND PRIORITIZING
D. DELEGATE ALL UNPLEASANT TASK

            BOARD QUESTION
ALL BUT WHICH OF THE FOLLOWING IS NOT INCLUDED DURING THE
PROCESS OF PLANNING?
A. FORECAST ESTIMATE FUTURE
B. PREPARES THE BUDGET
C. SET ORGANIZATIONAL STRUCTURE
D. DEVELOP AND SCHEDULE PROGRAMS

           BOARD QUESTION
PLANNING is defined as pre-determined a course of
action order to arrive at a desired result. It is a continuous
process      of     assessing,      establishing     goals and
objectives, implementing and evaluating them, and subjecting
these to change as a new facts are known. While planning is
largely conceptual, its results are clearly visible.
Planning Defined
Refers to a process beginning with
 objectives, defining strategies policies
 and detailed plans to achieve them;
 achieving an organization to implement
 decision, and include a review of
 performance     and     feedback      to
 introduce a new planning style.

Is deciding in advance what to
 do, how to do it, when to do it and
 who do it.
Board Question
Planning is defined as pre-determining a course of action
  in order to arrive at a desired results. Nurse Lea knows
  that among the following principle is always based on;
A. Vision, mission, philosophy and clearly defined
   objectives of the organization
B. Planning is a continuous process. Provision for proper
   analysis would indicate a revision or flexibility
C. Planning utilize all available resources. Planning should
   be realistic, focused and time bounded
D. Projected plans must be documented for proper
   dissemination to all concerned for implementation and
   evaluation.
Importance of Planning
ļ‚§ Planning leads to the achievement of goals and objectives
ļ‚§ Planning gives meaning to work.
ļ‚§ Planning provides for effective use of available resources and
  facilities
ļ‚§ Planning helps in coping with crises (disaster plans)
ļ‚§ Planning is cost effective
ļ‚§ Planning is based on past and future activities
ļ‚§ Planning leads to the realization of the need to change
ļ‚§ Planning provides the basis for control
ļ‚§ Planning is necessary for effective control
Board Question
     Many nurse managers fails to plan effectively. Which of
             the following best explains the above situation?
1.   Lack the knowledge of the philosophy, goals and
     objectives of the agency
2.   Lacks the significance of the planning process
3.   Do not know how to manage their time
4.   Lack the confidence in formulating plans or fear about
     the unwanted changes
               A. 1,2,3 only        B. 2,3 and 4
               C. None of these D. 1,2,3,4
nursing managers who learns to PLAN
 will aim for maximum utilization of all
               resources –
    money, supplies, equipment, and
               personnel.
Characteristics of a Good Plan
 Be precise with clearly-worded
  objectives, including desired results and
  methods for evaluation
 Be guided by policies and/or procedures
  affecting the planned action
 Indicate priorities
 Develop action that are flexible and realistic in
  terms of personnel, equipment, facilities and
  time
 Develop a logical sequence of activities
 Pervade the whole organization
The management level that is solely directed
  towards setting the organizational goals policies
  and scope of responsibility of over all
  management of the organization?

A. Leader of the group
B. Top management
C. Middle management
D. First level management
The top management is comprised of the following
  except;

A. Hospital Director
B. Chief Nurse
C. Nursing Supervisor
D. Director of Nursing Service
Scope of Planning
• Top Management ( Nursing Directors, Chief Nurses, Directors of Nursing &
                         their assistants)
  - Set the over-all goals and policies of the organization.
   - Scope of responsibility is the over-all management of the organization.

• Middle Management ( Nursing Supervisors)
  -Direct the activities that actually implement the broad operating policies
    such as staffing and delivery of services to the units headed by the Senior
    or head Nurses.
  - Formulation of policies, rules and regulations, methods and procedures for
     personnel for intermediate level planning for ongoing activities and
     projects are done in coordination with top management and those in the
     lower level.

• Lower or first level management (Head Nurses or Senior Nurses (including
  Charge Nurses or team leaders)
   - do the daily schedules, or weekly plans for the administration of direct
     patient care in their respective units
Administrator
     Top

    Middle     Supervisors

  First Line      Head Nurses/ Senior Nurses

                     Staff Nurses / Nursing
Operating Level
                                Attendant
4 -Types of Planner:
ļ‚§ Reactive-planning       occurs after a problem
  exists, done in response to a crisis, lead to hasty
  decisions and mistakes.
ļ‚§ Inactivist- consider status quo, spend a great deal of
  energy preventing change and maintaining conformity
ļ‚§ Preactive-utilize      technology    to     accelerate
  change, future oriented
ļ‚§ Proactice/interactive-consider                 the
  past, present, and future, and attempt to plan the
  future of their organization rather than react to
  it, dynamic and adaptive to the environment
Types of Planning
• Strategic/Long range-
 forecasts the future success of an org. by matching and
 aligning all its capabilities with its external opportunities
 (Marquis & Huston,2006).

• Tactical/Short-term
ā€œHealth for all in the hand of the People in the year
  2022ā€ is an example of?
A. Vision
B. Mission
C. Goal
D. Philosophy
ā€œA learning institution of integrated professional health
  care with values of love, care and compassion
  dedicated to the service of the individual, family and
  communityā€ this is an example of?

A.   Vision
B.   Mission
C.   Goal
D.   Objectives
The College of Nursing is committed to:
• Produce a professionally health care provider with caring, responsible
   creative and critical thinking generalist.
• Promote relevant research and community service.
• Develop a person who assumes responsibilities for personal and
   professional growth, and responsible to global concerns.
• Includes ethico-legal, moral and spiritual values.
The above statement is a clear example of;
A. Vision
B. Mission
C. Goal
D. Philosophy
After finishing the course, graduate are expected to;
       Perform the following competencies of a fully functioning health care provider
       Safe and quality care
       Management of resources and environment
       Health education
       Legal responsibility
       Ethico-legal responsibility
       Personal and professional development
       Quality improvement
       Research
       Records management
       Communication
       Collaboration and teamwork
This is an example of;
A. Vision
B. Mission
C. Goal
D. Objectives
The College of Nursing and Health Allied Sciences (CoN-AHS) shall give birth
   to a well-rounded Nursing, Midwifery and Allied Health
   graduates, because this Institution view its involvement and commitment
   to our students far beyond their graduation.
The above statement deficts;
A. Vision
B. Mission
C. Goal
D. Philosophy
Elements of Planning
I. Forecasting-       helps the managers looks into the future and
    decide in advance where the agency would like to be and what
    is to be done in order to get there. Is the science of predicting
    future outcomes. Forecast and estimate provide the bases for
    planning.
II. Setting the VMG Philosophy and the Objectives:
• Vision- statement outlines the organization’s future role and
  functions. It gives the agency something to strive for.
  Describes the path that the Company will take in the coming
  years. It clearly defines the goals that are set out to achieve.
  Why the company is in business; What company strives to
  accomplish, Where are they going.
Sample Vision Statement:
  The Medical Center envisions itself to become a Center of
  Excellence providing holistic approach to health care services.
  As a Center of Wellness, the services provided shall enables
  the people to improve their health and increase control over it.


ļ‚§ Mission     outlines the agency's reason for existing, who the
  targets clients are and what services will be provided.
  ā€œWhy are we doing this? Brings out purpose, motives, and
  intentionā€
Sample Mission Statement:
  The Medical Center as a public, tertiary hospital is so
  maintained as the people’s partner and improved to provide
  accessible,                     quality,                     cost
  effective, preventive, promotive, curative, rehabilitative health
  care services to the public, especially the destitute.


• Philosophy it is a statement of beliefs and values that directs
  one’s life or one’s practice. A written statement of the
  philosophy explains the beliefs that shapes how the mission or
  purpose will be achieved
Sample Philosophy Statement:
  The medical Center is guided by the following beliefs:
   1.   The hospital is committed to assume a vital role in health
        promotion, disease prevention, curative, rehabilitative and primary
        health care.
   2.   The clients are the reason for the hospital’s existence
ļ‚§ Goals and Objectives differ in that goals are more general
  and they cover a broad area.
ļ‚§ On the other hand, Objectives tends to be more specific. They
  are actions committed through which an organization’s
  missions and purpose will be achieved.(results)
Sample Philosophy Statement:
  Goal: To provide the best possible health care services to its
  clients in a high quality setting conductive to attaining its vision
  as a center of wellness and a standard medical center

    Objectives:
•   To establish an organized governing body
•   To provide the best quality, accessible and cost effective health
    to all its clients.
•   To strengthen…
•   To provide…
•   To exapnd…
Elements of Planning
III. Developing the Scheduling Programs
Time Management
   Time Management – is a technique for
         allocation of one’s time through the
        setting of goals, assigning priorities,
     identifying and eliminating time wastes
and use of managerial techniques to reach
                              goals efficiently.
ā€œWork SMARTER, not
         HARDERā€
How Do you Manage your Time???
Planning anticipates the problem
Tasks to be accomplished should be done in sequence
 and should be prioritized to importance
Setting deadlines in one’s work and adhering to them is
 excellent
Delegates permits a manager to take authority for
 decision making
Activities Under Developing
     and Scheduling Program
Time Management is a technique for
 allocation of one’s time through the setting of
 goals, assigning priorities, identifying and eliminating
 time wastes and use of managerial techniques to
 reach goals efficiently.

Budget     is the annual operating plan, a financial
 ā€œroad mapā€ and plan which serves as an estimate of
 future cost and a plan for utilization of
 manpower, material and other resources to cover
 capital projects in the operating program.
 Is simply a plan for future activities expressed
 operational as well as financial or monetary terms.
Board Question
When completing a daily list, the nurse must
 remember that a list should;
A.Should be structured with little variability
B. Should not be changed, so that time is not
   wasted
C.Must be flexible
D.Should include all items that need to be
   completed
Board Question
The most effective way to manage a large task
 is to:
A. Not stop until entire task is completed
B. Delegate the task to someone else
C. Break it down into smaller more manageable
    pieces
D. Put it off until you have adequate time
Board Question
Nurse     play      an     integral     role     in
  development, implementation and evaluation of a
  unit or department budget in a nursing
  organization. An operational budget accounts for;
A.   The purchase of minor and major equipment
B.   Construction and renovations
C.   Income and expenses associated with daily activity
     in an organization
D.   Applications of new technology to patient with
     chronic disorder.
Different Kinds of Budget
ļ‚§ Revenue Budget summarizes the income
 which management expects to generate during
 the planning period.
ļ‚§ Expense Budget describes the expected
 activity in operational and financial terms for a
 given period of time.
ļ‚§ Capital Budget outlines the programmed
 acquisitions, disposals and improvements in an
 institution’s physical capacity
Different Kinds of Budget
ļ‚§ Operating Budgets these budgets are
 usually associated with major activities
 over coming years, including
 wages, salaries and compensations
ļ‚§ Project Budgets this is associated with
 major projects.
ļ‚§ Cash Budgets represents the planned
 cash receipts and disbursements