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Resource Management for Health
Learning objectives
At the end of the chapter the learner shall be able
to:
• Define staffing as part of management function
• Mention steps involved in acquisition of
human resource
• List issues in human resource planning
• Define health care financing
• Components of health care financing reform
• Describe budgeting
• Mention the budget sources for health sectors 2
Introduction
Brainstorming
• What type of Resources do you know in
health care organizations?
3
Introduction
 Resources may be:
 Material (such as buildings or other capital goods
and the income they generate),
Human (staff and their expertise and the availability
of external skills) or
Non-material assets such as time, data,..
 Both governments (including ministers of health and
finance) and NGOs must use resources carefully.
4
Resource Management can be classified in to:
•Human Resource for Health Management
•Financial Management
•Material resource Management
•Management of Health Information
•Managing Time
•Management of space
5
Human Resource Management
What is human resource?
6
What is HR?
• Is the set of individuals who make up the workforce of the
organization
7
What is HRM?
Definition:
• HRM is concerned with the people dimension in
management.
• The process of accomplishing organizational objectives by:
Acquiring, Developing, Retaining and Properly Using human
recourses in the organization
• Acquisition of human resource includes: Human resource
planning, recruitment, selection and orientation
• Retention activities include performance appraisal,
placement, training and development, discipline and
corrective counseling, compensation and benefit
administration and safety and health.
8
HRM cont’d...
HRM includes seven basic activities:
1. Human resource planning
2. Recruitment
3. Selection
4. Socialization/Orientation/induction/
5. Training and Development
6. Performance Appraisal
7. Promotions, Transfers, Demotions, and Separations.
9
1.Human Resource Planning
• Is process of forecasting an organization's future
demand for, and supply of, the right type of people in
the right number that help the organization achieve its
overall objectives.
• Steps in the planning process:
1. Assessing current human resources
2. Assessing future human resources needs and developing a
program to meet those needs
3. taking into account analysis of both internal and external
factors.
4. Planning for recruiting & development of employees
10
2. Recruitment
• Recruitment is the process of attracting people to apply
for a job.
• It involves searching for and attracting potential
employees either from within the organization or outside
the organization
• It is the process of making applicants available for
selection.
11
Recruitment cont’d...
• Recruitment includes:
 Job description: A document that identifies a particular job,
provides a brief job summary, and lists specific
responsibilities and duties of the job including its location on
the organization chart.
 It specifies what is done, where is done, and how is done
 It describes the job and not the employee
 It is prepared for the job, irrespective of who is placed on it.
Note: Every employee should be provided with a job
description.
12
Recruitment cont’d...
Example: Woreda Health Manager
• Duties may include hiring, training, and
Supervising health posts’staff, administrative
staff, rating employees, and reporting to top
mangers
13
Recruitment cont’d...
Job specification: Job Specification specify
the kind of person needed to fill the job that
you have just described
To be as precise as possible about the skills,
knowledge, qualifications and
attributes/experiences that are required for
the job
It is essential for setting minimum standard
14
3. Selection
It is the process of choosing individuals who can
successfully perform a job from available candidates
It is a critical process in management and requires
constant attention, interest and concern of
management.
What are the selection tools?
The three sources of information used in selection
are application forms, testing and pre-employment
interviews
15
Activity
What are the advantages of selecting the right
person at the first time?
16
Comment
The right person is more productive.
The right employee learns faster.
The right person requires less supervision
and training.
The right employee is more likely to stay on
the job.
17
4. Introduction (Socialization)
• When the candidates or the best applicant is selected
and offered a job, it is necessary to introduce the new
employee to the philosophy, rules and polices, etc. of
the organization.
• Thus, before the employee begins his/ her work, he/she
should be assimilated to job and organizational
environment.
• It is a program designed to help employees to fit into
the organization smoothly
• Enables the new employees to become familiar with the
entire organization as well as their own work area and
department
18
.
19
Socialization cont’d…
Employee’s concerns:
• Anxious/ worry (new environment)
• Perception of the tasks and performance
• Experience in relation to job &organization
• How to go along with other employee
• Personal and family problems.
Solutions  Socialization programs
20
Activity
In pairs;
• Reflect your experience when you arrived at your work
place for the first time.
• List what the organization/supervisor has done for you
with regard to the work environment.
• Have you faced any challenge? How did you resolve it?
21
5. Training and development
Training begins the very first day, which is
designed to improve the person’s skills and
knowledge to do the current job at high level.
Designed to provide learners with the
knowledge and skills needed for their present
jobs
Is short term, task oriented and targeted on
achieving a change of attitude, skills and
knowledge in a specific area.
Development: Involves learning that goes
beyond today's job – more long-term focus
22
Training Vs Development…
Training
 Focuses Current job
knowledge & skill
 Limited to job related
knowledge & skill
 Is short term in nature
 Is for better performance
in current job
Development
 Focuses Future job tasks
knowledge & skill
 An overall growth
 Long term
 Is for better performance
in future jobs
23
6. Performance Appraisal
24
6. Performance Appraisal….
The process by which an employee’s contribution to
the organization during a specified period of time is
assessed.
It is the process through which a manager measures
employees’ activities and output against
organizations objectives.
It involves measuring actual performance of an
employee and providing information about his/her
strengths and weakness
It is systematic, periodic review and analysis of
employees’ performance.
25
Performance Appraisal cont’d…
Purpose:
• To give feedback,
• To recognize outstanding performance,
• To locate the need for additional training
• To identify candidates for promotion
26
Performance Appraisal
Types: informal appraisal and formal systematic
appraisal
• Formal appraisals: A systematic feedback about
performance (semi-annually or annually)
• Purpose: to give feedback, to recognize
outstanding performance, locate the need for
additional training and identify candidates for
promotion
• Informal appraisals
– Informal appraisal:-Feedback on day-to-day
performance (strength/weaknesses)
27
Who Appraises Performance?
• Self
– Self appraisals can supplement manager view.
• Peer appraisal
– Coworkers provide appraisal; common in team
settings.
• 360 Degree
– A performance appraisal by peers, subordinates,
superiors, and clients who are in a position to
evaluate a manager’s performance
28
SUPERIOR
CUSTOMERS
TEAM
SUBORDINATES
PEERS
SELF
Balanced & 360 Performance Appraisal
29
7.Promotion, Transfer, Demotion & Separation
Promotion
• Moving to a higher position and responsibility
• Recognize outstanding performance
• Should be fair (merit-based)
Transfer
Shift to other positions without change in status or pay.
• For experience
• To fill gap
• To keep promotion ladders open
• To keep individuals interested in the job sometimes,
for those with inadequate performance
30
Demotion and Separation cont’d… w
Demotions occur when an employee is moved from one job
to another that is relatively lower in pay, responsibility
and/or organizational level.
When the organization’s policy is violated.
Steps:
– Counseling/Advising
– Warning
– Probation/experimentation
– Suspension
– Disciplinary transfer
– Demotion&
– discharge separate
• “For poor performance, separation is better than letting the
employee stay on the job”.
31
Health Care Financing and financial
management
32
Introduction
• Sub-Saharan African countries strive to
achieve the MDGs and now they set the post-
MDG agenda for sustainability of the
national health targets
• Despite their efforts, however, health systems
are facing challenges of;
Rapid population growth,
 Increasing burden of chronic diseases,
and
Natural& man made catastrophes
33
Introduction ……
• These are placing an additional burden on
the already stretched health systems, and
inequity
• Due to these factors (Rapid population
growth, increasing burden of chronic
diseases, and Natural& man made
catastrophes), the cost of health care has
been rising
34
Introduction ……
• Though the establishment of universal
health care coverage would bring the MDGs
& SDGs a lot closer, it requires strong health
financing systems
• Thus, there is a need to discuss better ways
of financing health care so as to achieve
universal health coverage, equity, and
efficiency
35
What is Health Care financing?
• Health care financing is a mechanism that deals
with mobilization, allocation and utilization of
health resources to meet the health service needs
of the people. Or
• It is a process of revenue collection, risk pooling,
and purchasing of goods and services for the
purpose of improving the population health.
• Thus, an organized health care financing is
important because the universal health care
coverage and the sector as a whole is resource
intensive.
36
What is Health Care financing…
Basic function of a health financing:
Collecting revenue,
Pooling risks and
Resource distribution
37
What is Health Care financing…..
1. Revenue collection: A means by which a health
system collects money from individuals, households
or external sources.
• In Ethiopia, revenues are collected by health care
providers – including hospitals and health centers,
in the form of user fees for services
38
What is Health Care financing…..
2. Risk pooling: the process of creating a common pool of money
so that the financial risks entailed by certain high-risk individuals
are mitigated by money from lower risk individuals.
 Risk pooling cross-subsidizes from those of low risk to high risk
and from rich to poor
 Risk pooling is a mechanism that ensures more equitable
outcomes
Q. Think about the relation between risk pooling and nation`s
solidarity.
For instance, assume in country `A` there is high solidarity and in
country `B` low solidarity. In which country is risk pooling more
difficult to achieve ?
39
What is Health Care financing…..
3. Resource allocation: a process of distributing the revenues
collected for the purpose of health care to competing
interests.
There are two basic criteria for allocating resource to health:
incremental and need-based criteria.
i. Incremental resource allocation/budgeting: considers the
overall increase or decrease in the health care budget at the
national level, which is then reflected at state (region) and
local (woreda) budgets.
40
What is Health Care financing…..
ii. Need based resource allocation/budgeting: uses
subjective or objective indicators of health needs
such as population size, age, sex, level of poverty, and
other sources of health care funding as a basis for
resource allocation.
41
EXERCISE
What will be the budget implication of each indicator
in case of need-based criteria
• Large Population Size,
• Age (very young, adults, and very old),
• Sex (male and female),
• High level of poverty,
• Having other sources of health care funding,
42
SOURCES OF NATIONAL HEALTH CARE FINANCING
There are many sources of revenue for health care
1. Public sources:
a) Direct government budgeting
 Direct tax revenues/ income tax, payroll tax etc
 Indirect taxes /value-added tax, sales tax, excise
tax on alcohol and tobacco and import duties.
 Non-tax revenues/ from state-owned companies
b) Social health insurances sponsored or mandated
by the government
c) Community health insurances
43
SOURCES OF NATIONAL HEALTH CARE FINANCING …
2. Private sources
 Private insurance
 Direct payment by households/ out-of-pocket
payments
 Private voluntary contributions
3. External financing
Foreign governments and companies Aid/Loan
Grant /Aid from development partners
Donations from bilateral/multi-laterial
international NGOs
44
SOURCES OF NATIONAL HEALTH CARE
FINANCING…..
45
SOURCES OF NATIONAL HEALTH CARE
FINANCING…
In Ethiopia, the main sources of revenue are:
 Development partners (40% of total revenue),
Private out-of-pocket (37%),
Government(21%) and Private employers (2%)
46
Collection mechanisms
• Numerous revenue collection mechanisms, including
taxation, voluntary /compulsory insurance, out-of-
pocket payments, medical savings accounts and
grants/loans
• Taxes can be direct – paid by individuals to an
authority based on income or assets, usually to the
government – or
• indirect taxes – paid by consumers each time they
purchase a good as end users.
• Indirect taxes/sale tax/ increase the price of goods and
include the value added tax
47
Collection mechanisms….
• Grants and donations are the main collection
mechanisms in Ethiopia.
• Most of these come from abroad in the form of foreign
aid.
• Out-of-pocket payments are second as the main
mechanism of revenue collection in Ethiopia.
• The government encourages hospitals and health
centers to revise and collect user fees and all of them
are doing so.
48
Collection mechanisms….
• Medical savings accounts are the least significant
form of collecting revenue.
• It is a mechanism by which individuals save money
during their productive years and use that money to
buy health care in their old age.
• It has been used by China, the USA, Singapore and
South Africa (WHO, 2010).
49
Health Care Financing Reform in Ethiopia?
50
Health Care Financing Reform in Ethiopia….
• Health care financing reform in Ethiopia began with
a strategy document in 1998 , with implementation
following in 2004.
• Reform was necessary because up until then, all
revenue collected by health facilities was
transferred to the finance bureaus and Ministry of
Finance.
• This meant that any fees collected from the health
facilities could potentially have no direct benefit to
the health delivery institutions themselves.
51
Introduction …..
• Health facilities also suffered from shortage of essential drugs
and supplies, and out-of-pocket spending on health was very
high for most Ethiopians.
• All of these deficiencies demanded the introduction of new
health care financing reforms.
• In June 1998 the council of ministries of the FDRE approved the
Ministry of Health proposed health care and financing reform
strategy, which established a new policy of health care
financing.
• The strategy sought to spread the cost of health care to
multiple financing mechanisms, thereby making funding more
sustainable
52
Health Care Financing Reform in Ethiopia…
Health Care Financing Reform is an alternative
arrangement for mobilizing and managing health
resources in order to
 increase efficiency,
promote equity and improve access, and
 improve quality of health services in a
sustainable manner.
53
Health Care Financing Reform components
1. Revenue retention and utilization
2. Systematizing fee waiver system
3. Standardizing exemption services
4. Outsourcing of nonclinical services in public
hospitals
5. User fee setting and revision
6. Initiation of health insurance
7. Establishment of a private wing in public hospitals
8. Health facility autonomy through establishment of
governing bodies
54
Health Care Financing Reform Components….
1. Revenue Retention and Utilization
 Ethiopia follows a revenue collection and budgeting system in
which all public institutions that are collecting revenue are
supposed to channel their revenue to the central treasury
 And receive their operational funding in the form of a
government budget.
 Similarly, in the health sector, health facilities were channelling
all revenue that they had been generating internally to the
treasury.
 This caused a lack of sense of ownership by health facility staff
and health facilities,
55
Revenue Retention and Utilization……..
• Besides, the health facilities faced a serious
shortage of resources to cover their operational
costs.
oResulted in poor quality of health care.
• In response to this problem, the health care
financing strategy, allowed health facilities to retain
and use their revenue for health service quality
improvements
• The collected revenue is supposed to be used only
for quality improvement as stated in the legal and
operational frame work of the regions.
56
2. Systematizing Fee Waiver System
 Ethiopia institutionalized mechanisms for providing
services to the poor free of charge
 through a fee-waiver system, as well as
 through free provision of selected public health
services (through exemption)
• However, a strong need existed to systematize and
standardize these services
57
2. Systematizing Fee Waiver System…
 For instance, local authorities had been issuing (and is still
issuing in some regions) fee waiver certificates to the poor
as verified through local social justice systems at the time
of sickness.
 This resulted in cumbersome procedures that caused
delays in the poor’s ability to access care.
 This was not the case for individuals in higher income
categories, and the system therefore created health care
inequities.
58
3. Standardizing Exemption Services
 In the Ethiopian health system, some public health
services have been provided to all citizens free of charge
regardless of level of income.
 This has occurred because of the nature of these activities
and because of the need to promote use of certain health
care services.
 Although exemption services were more standardized
across regions, some services needed standardization by
government.
59
3. Standardizing Exemption Services cont’d…
 Services that were provided free of charge in some public
health facilities were not free in others.
 In addition, there was no clear distinction between the
financing and service provision.
 Health facilities were providing free services without
budgetary/funding support for these activities.
 In general to the above services current exempted services in
our country include;
 ART services, HIV testing, FP services, epidemic controls . . .
60
4. Outsourcing of Nonclinical Services in Public Hospitals
 Hospital management was spending considerable time and
resources on
routine administration and management of human and
material resources that are meant for provision of
supportive services for these health facilities.
 When managed by hospitals, these services tend to be
inefficient and expensive.
61
4. Outsourcing of Nonclinical Services in Public Hospitals cont’d…
 This includes services such as:
 catering,
 laundry,
 cleaning,
 gardening,
 security, and
 maintenance.
 In view of this, the health care financing strategy considered
outsourcing nonclinical services to improve efficiency, reduce
spending, and reduce the burden on hospital management.
62
5. User Fee Setting and Revision
 The health care financing strategy clearly stipulated that
user fees needed to be revised to reflect the costs of
delivering health care services,
 But also underscored that individuals should be charged
according to their ability to pay.
 Cost sharing between the government and users was one
of the principles of the health care financing strategy.
 For example patients could be asked to pay 100% of the
drugs &direct services but the gove’t covers for staff
salary, buildings, exempted services, fee waiver costs,
vehicles, ....
63
6. Initiation of Health Insurance
 Direct payment at the time of sickness is considered
“unsuited,”
 Because it could inhibit access, especially for the poor, and
because of “the risk of impoverishment or hardship,”.
 Thus, the government is in the process of initiating health
insurance schemes,
 Social health insurance for the formal sector,
 Community-based health insurance for citizens in the informal
and agriculture sectors.
 Private health insurance for private sectors
64
7. Establishment of A Private Wing in Public Hospitals
 In most regions and at the federal level, public hospitals
are allowed to open and operationalize a private wing with
the primary objective of
Improving health workers’ retention,
Providing alternatives and choices to private health
service users, and
Generating additional income for health facilities.
65
8. Health Facility Autonomy through Establishment of
Governing Bodies
 Before the introduction of health financing reform, Ethiopian
health facilities experienced cumbersome and ill-timed
communications regarding major executive decisions from
RHBs and woreda health offices.
 These decision makers were also physically detached from the
health facilities and were not responsive to day-to-day client
health service needs.
 The need for health facility autonomy through establishment of
a health facility governing body was critical,
 involving appropriate representatives from the local
administration, the health facility, and the local community.
66
Role of government in health care
 For every country to establish the best and fairest
health system possible , the health of the people must
always be a national priority
 Financing
 Delivery
 Regulation
 Guideline setting
67
Management of finance
68
Management of finance
- FM is the process of planning, organizing, directing
and controlling of the financial activities of the
organization.
- Could not implement our plans with out
finance.
- Needs to be handled and managed properly.
- Managers are more responsible to use it more
effectively and efficiently.
- Given in the form of budget.
69
Budget
- An estimate of income and expenditure for a set
period of time.
- Budget is a plan for the allocation of resources and
a control for ensuring that the results comply with
the plans.
The results are expressed in quantitative terms.
Budgeting – Is the process of planning and
controlling future operations by comparing actual
results with planned expectations.
70
The Overall Budget Category
A. Revenues
Tax revenues
Non Tax revenues
 Grants
B. Expenditures
Recurrent Expenditures
Capital Expenditures
71
Budget cont’d . . .
The budget for both recurrent and capital will be
presented by line items (or code of expenditures).
• Line item budget has a number of advantages:
• It promotes control since the budget is detailed
down to particulate expenditure items.
• The use of the budget of one line item for another
may require the verification of both the finance
and health office.
72
Budget Cycle:
Budget processing & management
Budget
preparation
Budget
compiling &
approval
Budget execution
(implementing)
Budget audit
(evaluation)
73
Budgeting cont’d…
• There are two types of budgeting
1. Program budgeting
• used by large organizations
• money can be used in areas of importance in the organization
• flexible decisions
• usually obtained from aids and funds
2. Line – item system of budgeting
• a fixed amount of money is allocated to a given item
• And expenditure above the allocation, is impossible without
prior request and authorization from government
• It is provided to you in the form of breakdown
74
Coding the line item budget
The Ethiopian government prepares its
revenue and expenditure budgets using Line
item budgeting.
In line-item budgeting a fixed amount of
money is allocated to a given item.
There are three major line item Coding
• 1000: Revenue items
• 6000: Items for recurrent budget: expenditures
• 8000: Item for capital budget
75
A. Line items for revenue budget(1000)
There are 7 major items for revenue budgets
• 1100-1300: tax revenues
• 1400:None tax revenues
• 1500: capital revenues
• 1600:regional & woreda budget supports
• 1700:Municipal revenues
• 1800:treasury
• 1900:internal revenues
Eg.
• 1436:drug &medical supplies
• 1437:laboratory&other medical services
76
B. line item for expenditures
B1:Capital budget, there are 4 major items
• 8100: Surveying, surveillance, design and
engineering works
• 8200: Building construction and related works
• 8300: Labor and running expenses
• 8400: capital transfer
• Any government organization is expected to sort its
expenses by items of expenditure monthly.
77
Coding the line item cont’d . . .
B2:Recurrent budget, there are 6 major items
• 6100: Expenditure for social services e.g. salary,
pension . . . for civil Servants
• 6200: Non-social contract based services e.g.
electricity, stationery, telecomm., water, post .. . .
• 6300: Expendable goods and equipments e.g. fuel
• 6400: Support and contribution
• 6500: Purchase of vehicles and machines
• 6600: Military construction works and equipment
78
6000: recurrent budget cont’d. . .
6111: Salary for civil servants
6211: uniform
6214:medical supplies
6231: per diem
6232: Transport
6253: Information advertisement and publication
6244: Equipment, building and fence maintenance
6205: Repair and maintenance of vehicles
6271: training
79
• Summary of the financial position of a
company at a particular date
• Assets: cash, accounts receivable, stock, land,
buildings, equipment and intangible items
• Liabilities: accounts payable& notes payable
• Owners’ Equity: net assets after all obligations
have been satisfied
• Assets = Liabilities + Owners’ Equity
The Balance Sheet
80
• Material resource management
81
Material resource
• The objectives of materials management is to have
the right materials at the right place at the right time.
• Material/Equipment/Items can be divided into:
• Expendable /consumable/ recurrent:
• Are those materials/items that should be regularly
kept in stock for production purposes or maintenance
and are used within a short time, e.g. cotton,
laboratory stains, paper, syringes, etc.
82
• Non-expendable/ capital/ non-recurrent:
• Are those materials/items that are required only
for specific purposes or jobs and which are not to
be automatically recouped and lasts for several
years and needs care and maintenance, e.g.
microscopes, vehicles, capital equipment, etc.
83
• The following four activities generally came
within the sphere of materials management.
1. Ordering Equipment
2. Purchasing
3. Storing Equipment
4. Issuing Equipment
84
1.Ordering Equipment
• This is obtaining equipment from stores or shops.
• Only some people are authorized to order. Ordering requires :
• Listing requirements, from a knowledge of past,
• Some resources are always limited so should be used
economically.
• Balancing requirements with available funds. Cost-estimate
must be made before completing the order-form.
• make a cost-estimate, the items required, the quantity, price
per unit, and total price should be listed in tabular form.
85
2. Purchasing
• It is the procuring of raw materials, components,
and services that the organization needs to
achieve its goals.
• The function of the Purchase Section is to
procure materials against purchase requisitions
received from stock control or other
departments.
86
Purchasing Principles
• The essentials of efficient purchasing are right quality,
right quantity, right time, right price, right source and
delivery at the right place.
Source of Supply
• The selection of the right source of supply is an
important factor in obtaining the desired quality,
quantity, price and service
87
3. Storing Equipment
• Store keeping is the function of receiving, storing and
issuing materials.
• In the stores materials are properly stored until drawn by
the various using departments.
• Materials are equivalent to money and great attention has
to be paid.
• The stores also maintain a set of records called bin cards.
• It is also the responsibility of this section to send a report
when an item is exhausted or if shortage of an item exists.
88
4.Issuing Equipment
• After equipment has been ordered,
received, and recorded in the stock-book
or ledger, it is issued for use when it is
needed.
89
2.5.2.2.Managing material resources
(include Ethiopian context)
• The Ethiopian Context
• In most of the Government sectors receiving and
issuing of materials/ equipment /items is carried
out using different “Model” developed and
distributed by Ministry of Finance.
90
• These “Models” are know/differentiated by numbers.
Each “Model” has its own function and can not be used
interchangeably. Some of these “Models” that are
being used now are:
• Model 19:Model for confirming delivery of items/drugs
• Model 20:Model for requesting items/drugs
• Model 22:Model for issuing items/drugs
91
HMIS- Health Management
Information System
92
Basic concepts
• Data: – is the raw material that gives information after
being analyzed.
• Information: - is a meaningful collection of facts/data
• data combined according to time period, place of
occurrence and person (population) so as to allow
gaining knowledge or making conclusion.
• Knowledge: - when information is communicated, it
becomes knowledge.
• Data Information Knowledge
• In order to be useful, data must be changed to
information
93
Basic concepts…
• Information system (IS): the organized collection,
processing, transmission, and dissemination of
information in accordance with defined procedures
94
Basic concepts…
• Health Information System: A system that integrates
data collection, processing, reporting, and use of the
information necessary for improving health service
effectiveness and efficiency through better management
at all levels of health services.
• Management Information System (MIS): a system
designed by an organization to collect and report
information on a program and which allows managers
to plan, monitor and evaluate the operations and the
performance of the program
• A Health management Information System (HMIS): is a
management information system that is directed
towards health.
95
Basic concepts…
Information Cycle
96
Desired characteristics of information in health services
• Correctness; implies free-of-error.
• Completeness; shows the proportion of the necessary values
that are formally registered.
• Timeliness ;reflects how up-to-date the data is with respect to
the task it is used for.
• Appropriateness: relevance of information in relation to
objectives of the organization
97
Basic concepts…
Current problems of HMIS data sources
• Emphasis on data collection rather than on data analysis & use.
• Quality of data is often poor
• Data is not processed in a timely manner and infrequent
feedback from higher level.
• Inadequately trained personnel and capacity to process and
utilize data collected
• Information from private health facilities and NGOs missing
• Inadequate writing materials, computers and other supplies
98
4. Managing Time
99
Time
• It is a non-renewable resource
• No event can take place unless there is time for it.
• Using time efficiently requires managerial skills.
• Time can not be stored
• Time is equally shared to people
100
Time management
It is a skill that can be learnt& practiced
It is a skill that everyone needs
It is not a way to make you work harder and longer, but a
means to help you work smarter to accomplish your
work more easily and rapidly.
Not feeling guilty when saying no
101
Time management Cont’d…
• Time management can be seen as “self
management”,
• the skill of making smart decisions about how
to allocate your time in order to accomplish
set goals.
– It is about working “smart” and not just “hard”
– Strategically determining how you use your time
in order to succeed
102
The Benefits of Time Management
Yes!
You are more productive.
You reduce your stress.
You improve your self-esteem.
You achieve balance in your life.
You feel more confident in your
ability to
 get things done.
You reach your goals.
What is Time Management?
Simply, making the most of your time and energy
for smart activities ! 103
Strategies to Effective TM
1. Set Goals
2. Set priorities
3. Scheduling yourself
4. Avoid Procrastination
5. Delegation
104
• What should your goals be?
• Start big, then set smaller goals
designed to achieve the large goal
– Make your goals specific and concrete.
• Set both long-term goals and short-term ones
to support them.
• Set a deadline for your goals.
• Integrate your goals: school, personal and
career.
• Realize that goals change, but know which
goals to stick to!
Go for the
goal!
Where to start?
1. Set Goals!
105
• What’s important and what isn’t?
• What order do things need to be done?
• Based on your priorities, plan out a
schedule for the time period
• Planning may seem hard at first, but the
more you do it, the easier and more
natural it gets.
2. Set priorities.
106
3. Make a Schedule/time planning
 Begin with blocking/portion/ all activities.
 Office Work, field work, social work
religious, meetings and so on…
 Highlight all project due dates.
 Identify routine work days.
107
Make a Schedule cont’d…
Planning time arrangements for work
• what will be done (list of activities), where it
will be done (place), who will do it, and when it
will occur?
• There are common ways of time plan
arrangement.
• Time table: - used for daily/weekly recurring and
regular events e.g. staff meeting, classes...
• Schedule: - for intermittent, irregular or variable
events, including details of where the events take
place. E.g. visit to peripheral health centers
108
4. Avoid Procrastination
• “Procrastination is the thief of time” – it is a
time waster.
• It is the act of postponing tasks that could have
been done now.
• Doing things at the last minute is much more
expensive than just before the last minute
• Deadlines are really important: establish them
yourself!
109
5. Delegation
• You can accomplish a lot more with help
• Delegation is not dumping/discarding tasks.
• It is granting authority with responsibility.
• Treat your people well by delegating for tasks
• Graduate students, subordinates, secretaries,
families, colleagues . . .are member’s to be
delegated; they should be treated well!
110
Time management Matrix
Urgent Not Urgent
I
M
P
O
R
T
A
N
T
I
 Crisis
 Pressing problems
Deadline-driven projects,
meetings, preparations
 vital programs/schedules
II
Preparation
. Prevention
. Values clarification
. Planning
. Relationship building
. True re-creation
Not
I
M
P
O
R
T
A
N
III
• Interruptions, some phone calls
• Some mail, some reports
.Some meetings
. Many popular activities- breaking
news
IV
 Irrelevant talks
 Some Time wasters
 Irrelevant e-mail, chat
 Excessive TV
 Long fictions/novels
111
Quadrant I
• Represents things that are both “urgent” and
“important” – we need to spend time here.
• This is where we manage, we produce, where
we bring our experience and judgment to bear
in responding to many needs and challenges.
• Many important activities become urgent
because we don’t do enough prevention and
planning
112
Quadrant II
Includes activities that are “important, but not
urgent”- Quadrant of Quality
Here’s where we do our long-range planning,
anticipate and prevent problems, empower
others, broaden our minds and increase our
skills
Ignoring this Quadrant feeds and enlarges
Quadrant I, creating stress, burnout, and deeper
crises for the person consumed by it
Investing in this Quadrant shrinks Quadrant I
113
Fail to anticipate crises
/result of failure in Q-II.
114
Quadrant III
Includes things that are “urgent, but not
important”
 Quadrant of Deception/misleading.
The noise of urgency creates the illusion of
importance.
Actual activities, if they’re important at all, are
important to someone else.
Many phone calls, meetings and interruptions
fall into this category
115
Quadrant IV
Reserved for activities that are “not urgent, not
important”- Quadrant of Waste.
Reading addictive novels, watching mindless
television shows, or gossiping and talking at
office would qualify as Quadrant IV time-
wasters.
Prioritize, and do the most important things
first
116
Obstacles to effective TM
Unclear objectives
Inability to say “no”
117
Obstacles to effective time cont’d. . .
Too many things at once
Stress and fatigue
All work and no play
118
Reading assignment
• Place management
119
Thank you very much!

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Resource management_ggjhgghgghjgjghghhg pdf

  • 2. Learning objectives At the end of the chapter the learner shall be able to: • Define staffing as part of management function • Mention steps involved in acquisition of human resource • List issues in human resource planning • Define health care financing • Components of health care financing reform • Describe budgeting • Mention the budget sources for health sectors 2
  • 3. Introduction Brainstorming • What type of Resources do you know in health care organizations? 3
  • 4. Introduction  Resources may be:  Material (such as buildings or other capital goods and the income they generate), Human (staff and their expertise and the availability of external skills) or Non-material assets such as time, data,..  Both governments (including ministers of health and finance) and NGOs must use resources carefully. 4
  • 5. Resource Management can be classified in to: •Human Resource for Health Management •Financial Management •Material resource Management •Management of Health Information •Managing Time •Management of space 5
  • 6. Human Resource Management What is human resource? 6
  • 7. What is HR? • Is the set of individuals who make up the workforce of the organization 7
  • 8. What is HRM? Definition: • HRM is concerned with the people dimension in management. • The process of accomplishing organizational objectives by: Acquiring, Developing, Retaining and Properly Using human recourses in the organization • Acquisition of human resource includes: Human resource planning, recruitment, selection and orientation • Retention activities include performance appraisal, placement, training and development, discipline and corrective counseling, compensation and benefit administration and safety and health. 8
  • 9. HRM cont’d... HRM includes seven basic activities: 1. Human resource planning 2. Recruitment 3. Selection 4. Socialization/Orientation/induction/ 5. Training and Development 6. Performance Appraisal 7. Promotions, Transfers, Demotions, and Separations. 9
  • 10. 1.Human Resource Planning • Is process of forecasting an organization's future demand for, and supply of, the right type of people in the right number that help the organization achieve its overall objectives. • Steps in the planning process: 1. Assessing current human resources 2. Assessing future human resources needs and developing a program to meet those needs 3. taking into account analysis of both internal and external factors. 4. Planning for recruiting & development of employees 10
  • 11. 2. Recruitment • Recruitment is the process of attracting people to apply for a job. • It involves searching for and attracting potential employees either from within the organization or outside the organization • It is the process of making applicants available for selection. 11
  • 12. Recruitment cont’d... • Recruitment includes:  Job description: A document that identifies a particular job, provides a brief job summary, and lists specific responsibilities and duties of the job including its location on the organization chart.  It specifies what is done, where is done, and how is done  It describes the job and not the employee  It is prepared for the job, irrespective of who is placed on it. Note: Every employee should be provided with a job description. 12
  • 13. Recruitment cont’d... Example: Woreda Health Manager • Duties may include hiring, training, and Supervising health posts’staff, administrative staff, rating employees, and reporting to top mangers 13
  • 14. Recruitment cont’d... Job specification: Job Specification specify the kind of person needed to fill the job that you have just described To be as precise as possible about the skills, knowledge, qualifications and attributes/experiences that are required for the job It is essential for setting minimum standard 14
  • 15. 3. Selection It is the process of choosing individuals who can successfully perform a job from available candidates It is a critical process in management and requires constant attention, interest and concern of management. What are the selection tools? The three sources of information used in selection are application forms, testing and pre-employment interviews 15
  • 16. Activity What are the advantages of selecting the right person at the first time? 16
  • 17. Comment The right person is more productive. The right employee learns faster. The right person requires less supervision and training. The right employee is more likely to stay on the job. 17
  • 18. 4. Introduction (Socialization) • When the candidates or the best applicant is selected and offered a job, it is necessary to introduce the new employee to the philosophy, rules and polices, etc. of the organization. • Thus, before the employee begins his/ her work, he/she should be assimilated to job and organizational environment. • It is a program designed to help employees to fit into the organization smoothly • Enables the new employees to become familiar with the entire organization as well as their own work area and department 18
  • 19. . 19
  • 20. Socialization cont’d… Employee’s concerns: • Anxious/ worry (new environment) • Perception of the tasks and performance • Experience in relation to job &organization • How to go along with other employee • Personal and family problems. Solutions  Socialization programs 20
  • 21. Activity In pairs; • Reflect your experience when you arrived at your work place for the first time. • List what the organization/supervisor has done for you with regard to the work environment. • Have you faced any challenge? How did you resolve it? 21
  • 22. 5. Training and development Training begins the very first day, which is designed to improve the person’s skills and knowledge to do the current job at high level. Designed to provide learners with the knowledge and skills needed for their present jobs Is short term, task oriented and targeted on achieving a change of attitude, skills and knowledge in a specific area. Development: Involves learning that goes beyond today's job – more long-term focus 22
  • 23. Training Vs Development… Training  Focuses Current job knowledge & skill  Limited to job related knowledge & skill  Is short term in nature  Is for better performance in current job Development  Focuses Future job tasks knowledge & skill  An overall growth  Long term  Is for better performance in future jobs 23
  • 25. 6. Performance Appraisal…. The process by which an employee’s contribution to the organization during a specified period of time is assessed. It is the process through which a manager measures employees’ activities and output against organizations objectives. It involves measuring actual performance of an employee and providing information about his/her strengths and weakness It is systematic, periodic review and analysis of employees’ performance. 25
  • 26. Performance Appraisal cont’d… Purpose: • To give feedback, • To recognize outstanding performance, • To locate the need for additional training • To identify candidates for promotion 26
  • 27. Performance Appraisal Types: informal appraisal and formal systematic appraisal • Formal appraisals: A systematic feedback about performance (semi-annually or annually) • Purpose: to give feedback, to recognize outstanding performance, locate the need for additional training and identify candidates for promotion • Informal appraisals – Informal appraisal:-Feedback on day-to-day performance (strength/weaknesses) 27
  • 28. Who Appraises Performance? • Self – Self appraisals can supplement manager view. • Peer appraisal – Coworkers provide appraisal; common in team settings. • 360 Degree – A performance appraisal by peers, subordinates, superiors, and clients who are in a position to evaluate a manager’s performance 28
  • 30. 7.Promotion, Transfer, Demotion & Separation Promotion • Moving to a higher position and responsibility • Recognize outstanding performance • Should be fair (merit-based) Transfer Shift to other positions without change in status or pay. • For experience • To fill gap • To keep promotion ladders open • To keep individuals interested in the job sometimes, for those with inadequate performance 30
  • 31. Demotion and Separation cont’d… w Demotions occur when an employee is moved from one job to another that is relatively lower in pay, responsibility and/or organizational level. When the organization’s policy is violated. Steps: – Counseling/Advising – Warning – Probation/experimentation – Suspension – Disciplinary transfer – Demotion& – discharge separate • “For poor performance, separation is better than letting the employee stay on the job”. 31
  • 32. Health Care Financing and financial management 32
  • 33. Introduction • Sub-Saharan African countries strive to achieve the MDGs and now they set the post- MDG agenda for sustainability of the national health targets • Despite their efforts, however, health systems are facing challenges of; Rapid population growth,  Increasing burden of chronic diseases, and Natural& man made catastrophes 33
  • 34. Introduction …… • These are placing an additional burden on the already stretched health systems, and inequity • Due to these factors (Rapid population growth, increasing burden of chronic diseases, and Natural& man made catastrophes), the cost of health care has been rising 34
  • 35. Introduction …… • Though the establishment of universal health care coverage would bring the MDGs & SDGs a lot closer, it requires strong health financing systems • Thus, there is a need to discuss better ways of financing health care so as to achieve universal health coverage, equity, and efficiency 35
  • 36. What is Health Care financing? • Health care financing is a mechanism that deals with mobilization, allocation and utilization of health resources to meet the health service needs of the people. Or • It is a process of revenue collection, risk pooling, and purchasing of goods and services for the purpose of improving the population health. • Thus, an organized health care financing is important because the universal health care coverage and the sector as a whole is resource intensive. 36
  • 37. What is Health Care financing… Basic function of a health financing: Collecting revenue, Pooling risks and Resource distribution 37
  • 38. What is Health Care financing….. 1. Revenue collection: A means by which a health system collects money from individuals, households or external sources. • In Ethiopia, revenues are collected by health care providers – including hospitals and health centers, in the form of user fees for services 38
  • 39. What is Health Care financing….. 2. Risk pooling: the process of creating a common pool of money so that the financial risks entailed by certain high-risk individuals are mitigated by money from lower risk individuals.  Risk pooling cross-subsidizes from those of low risk to high risk and from rich to poor  Risk pooling is a mechanism that ensures more equitable outcomes Q. Think about the relation between risk pooling and nation`s solidarity. For instance, assume in country `A` there is high solidarity and in country `B` low solidarity. In which country is risk pooling more difficult to achieve ? 39
  • 40. What is Health Care financing….. 3. Resource allocation: a process of distributing the revenues collected for the purpose of health care to competing interests. There are two basic criteria for allocating resource to health: incremental and need-based criteria. i. Incremental resource allocation/budgeting: considers the overall increase or decrease in the health care budget at the national level, which is then reflected at state (region) and local (woreda) budgets. 40
  • 41. What is Health Care financing….. ii. Need based resource allocation/budgeting: uses subjective or objective indicators of health needs such as population size, age, sex, level of poverty, and other sources of health care funding as a basis for resource allocation. 41
  • 42. EXERCISE What will be the budget implication of each indicator in case of need-based criteria • Large Population Size, • Age (very young, adults, and very old), • Sex (male and female), • High level of poverty, • Having other sources of health care funding, 42
  • 43. SOURCES OF NATIONAL HEALTH CARE FINANCING There are many sources of revenue for health care 1. Public sources: a) Direct government budgeting  Direct tax revenues/ income tax, payroll tax etc  Indirect taxes /value-added tax, sales tax, excise tax on alcohol and tobacco and import duties.  Non-tax revenues/ from state-owned companies b) Social health insurances sponsored or mandated by the government c) Community health insurances 43
  • 44. SOURCES OF NATIONAL HEALTH CARE FINANCING … 2. Private sources  Private insurance  Direct payment by households/ out-of-pocket payments  Private voluntary contributions 3. External financing Foreign governments and companies Aid/Loan Grant /Aid from development partners Donations from bilateral/multi-laterial international NGOs 44
  • 45. SOURCES OF NATIONAL HEALTH CARE FINANCING….. 45
  • 46. SOURCES OF NATIONAL HEALTH CARE FINANCING… In Ethiopia, the main sources of revenue are:  Development partners (40% of total revenue), Private out-of-pocket (37%), Government(21%) and Private employers (2%) 46
  • 47. Collection mechanisms • Numerous revenue collection mechanisms, including taxation, voluntary /compulsory insurance, out-of- pocket payments, medical savings accounts and grants/loans • Taxes can be direct – paid by individuals to an authority based on income or assets, usually to the government – or • indirect taxes – paid by consumers each time they purchase a good as end users. • Indirect taxes/sale tax/ increase the price of goods and include the value added tax 47
  • 48. Collection mechanisms…. • Grants and donations are the main collection mechanisms in Ethiopia. • Most of these come from abroad in the form of foreign aid. • Out-of-pocket payments are second as the main mechanism of revenue collection in Ethiopia. • The government encourages hospitals and health centers to revise and collect user fees and all of them are doing so. 48
  • 49. Collection mechanisms…. • Medical savings accounts are the least significant form of collecting revenue. • It is a mechanism by which individuals save money during their productive years and use that money to buy health care in their old age. • It has been used by China, the USA, Singapore and South Africa (WHO, 2010). 49
  • 50. Health Care Financing Reform in Ethiopia? 50
  • 51. Health Care Financing Reform in Ethiopia…. • Health care financing reform in Ethiopia began with a strategy document in 1998 , with implementation following in 2004. • Reform was necessary because up until then, all revenue collected by health facilities was transferred to the finance bureaus and Ministry of Finance. • This meant that any fees collected from the health facilities could potentially have no direct benefit to the health delivery institutions themselves. 51
  • 52. Introduction ….. • Health facilities also suffered from shortage of essential drugs and supplies, and out-of-pocket spending on health was very high for most Ethiopians. • All of these deficiencies demanded the introduction of new health care financing reforms. • In June 1998 the council of ministries of the FDRE approved the Ministry of Health proposed health care and financing reform strategy, which established a new policy of health care financing. • The strategy sought to spread the cost of health care to multiple financing mechanisms, thereby making funding more sustainable 52
  • 53. Health Care Financing Reform in Ethiopia… Health Care Financing Reform is an alternative arrangement for mobilizing and managing health resources in order to  increase efficiency, promote equity and improve access, and  improve quality of health services in a sustainable manner. 53
  • 54. Health Care Financing Reform components 1. Revenue retention and utilization 2. Systematizing fee waiver system 3. Standardizing exemption services 4. Outsourcing of nonclinical services in public hospitals 5. User fee setting and revision 6. Initiation of health insurance 7. Establishment of a private wing in public hospitals 8. Health facility autonomy through establishment of governing bodies 54
  • 55. Health Care Financing Reform Components…. 1. Revenue Retention and Utilization  Ethiopia follows a revenue collection and budgeting system in which all public institutions that are collecting revenue are supposed to channel their revenue to the central treasury  And receive their operational funding in the form of a government budget.  Similarly, in the health sector, health facilities were channelling all revenue that they had been generating internally to the treasury.  This caused a lack of sense of ownership by health facility staff and health facilities, 55
  • 56. Revenue Retention and Utilization…….. • Besides, the health facilities faced a serious shortage of resources to cover their operational costs. oResulted in poor quality of health care. • In response to this problem, the health care financing strategy, allowed health facilities to retain and use their revenue for health service quality improvements • The collected revenue is supposed to be used only for quality improvement as stated in the legal and operational frame work of the regions. 56
  • 57. 2. Systematizing Fee Waiver System  Ethiopia institutionalized mechanisms for providing services to the poor free of charge  through a fee-waiver system, as well as  through free provision of selected public health services (through exemption) • However, a strong need existed to systematize and standardize these services 57
  • 58. 2. Systematizing Fee Waiver System…  For instance, local authorities had been issuing (and is still issuing in some regions) fee waiver certificates to the poor as verified through local social justice systems at the time of sickness.  This resulted in cumbersome procedures that caused delays in the poor’s ability to access care.  This was not the case for individuals in higher income categories, and the system therefore created health care inequities. 58
  • 59. 3. Standardizing Exemption Services  In the Ethiopian health system, some public health services have been provided to all citizens free of charge regardless of level of income.  This has occurred because of the nature of these activities and because of the need to promote use of certain health care services.  Although exemption services were more standardized across regions, some services needed standardization by government. 59
  • 60. 3. Standardizing Exemption Services cont’d…  Services that were provided free of charge in some public health facilities were not free in others.  In addition, there was no clear distinction between the financing and service provision.  Health facilities were providing free services without budgetary/funding support for these activities.  In general to the above services current exempted services in our country include;  ART services, HIV testing, FP services, epidemic controls . . . 60
  • 61. 4. Outsourcing of Nonclinical Services in Public Hospitals  Hospital management was spending considerable time and resources on routine administration and management of human and material resources that are meant for provision of supportive services for these health facilities.  When managed by hospitals, these services tend to be inefficient and expensive. 61
  • 62. 4. Outsourcing of Nonclinical Services in Public Hospitals cont’d…  This includes services such as:  catering,  laundry,  cleaning,  gardening,  security, and  maintenance.  In view of this, the health care financing strategy considered outsourcing nonclinical services to improve efficiency, reduce spending, and reduce the burden on hospital management. 62
  • 63. 5. User Fee Setting and Revision  The health care financing strategy clearly stipulated that user fees needed to be revised to reflect the costs of delivering health care services,  But also underscored that individuals should be charged according to their ability to pay.  Cost sharing between the government and users was one of the principles of the health care financing strategy.  For example patients could be asked to pay 100% of the drugs &direct services but the gove’t covers for staff salary, buildings, exempted services, fee waiver costs, vehicles, .... 63
  • 64. 6. Initiation of Health Insurance  Direct payment at the time of sickness is considered “unsuited,”  Because it could inhibit access, especially for the poor, and because of “the risk of impoverishment or hardship,”.  Thus, the government is in the process of initiating health insurance schemes,  Social health insurance for the formal sector,  Community-based health insurance for citizens in the informal and agriculture sectors.  Private health insurance for private sectors 64
  • 65. 7. Establishment of A Private Wing in Public Hospitals  In most regions and at the federal level, public hospitals are allowed to open and operationalize a private wing with the primary objective of Improving health workers’ retention, Providing alternatives and choices to private health service users, and Generating additional income for health facilities. 65
  • 66. 8. Health Facility Autonomy through Establishment of Governing Bodies  Before the introduction of health financing reform, Ethiopian health facilities experienced cumbersome and ill-timed communications regarding major executive decisions from RHBs and woreda health offices.  These decision makers were also physically detached from the health facilities and were not responsive to day-to-day client health service needs.  The need for health facility autonomy through establishment of a health facility governing body was critical,  involving appropriate representatives from the local administration, the health facility, and the local community. 66
  • 67. Role of government in health care  For every country to establish the best and fairest health system possible , the health of the people must always be a national priority  Financing  Delivery  Regulation  Guideline setting 67
  • 69. Management of finance - FM is the process of planning, organizing, directing and controlling of the financial activities of the organization. - Could not implement our plans with out finance. - Needs to be handled and managed properly. - Managers are more responsible to use it more effectively and efficiently. - Given in the form of budget. 69
  • 70. Budget - An estimate of income and expenditure for a set period of time. - Budget is a plan for the allocation of resources and a control for ensuring that the results comply with the plans. The results are expressed in quantitative terms. Budgeting – Is the process of planning and controlling future operations by comparing actual results with planned expectations. 70
  • 71. The Overall Budget Category A. Revenues Tax revenues Non Tax revenues  Grants B. Expenditures Recurrent Expenditures Capital Expenditures 71
  • 72. Budget cont’d . . . The budget for both recurrent and capital will be presented by line items (or code of expenditures). • Line item budget has a number of advantages: • It promotes control since the budget is detailed down to particulate expenditure items. • The use of the budget of one line item for another may require the verification of both the finance and health office. 72
  • 73. Budget Cycle: Budget processing & management Budget preparation Budget compiling & approval Budget execution (implementing) Budget audit (evaluation) 73
  • 74. Budgeting cont’d… • There are two types of budgeting 1. Program budgeting • used by large organizations • money can be used in areas of importance in the organization • flexible decisions • usually obtained from aids and funds 2. Line – item system of budgeting • a fixed amount of money is allocated to a given item • And expenditure above the allocation, is impossible without prior request and authorization from government • It is provided to you in the form of breakdown 74
  • 75. Coding the line item budget The Ethiopian government prepares its revenue and expenditure budgets using Line item budgeting. In line-item budgeting a fixed amount of money is allocated to a given item. There are three major line item Coding • 1000: Revenue items • 6000: Items for recurrent budget: expenditures • 8000: Item for capital budget 75
  • 76. A. Line items for revenue budget(1000) There are 7 major items for revenue budgets • 1100-1300: tax revenues • 1400:None tax revenues • 1500: capital revenues • 1600:regional & woreda budget supports • 1700:Municipal revenues • 1800:treasury • 1900:internal revenues Eg. • 1436:drug &medical supplies • 1437:laboratory&other medical services 76
  • 77. B. line item for expenditures B1:Capital budget, there are 4 major items • 8100: Surveying, surveillance, design and engineering works • 8200: Building construction and related works • 8300: Labor and running expenses • 8400: capital transfer • Any government organization is expected to sort its expenses by items of expenditure monthly. 77
  • 78. Coding the line item cont’d . . . B2:Recurrent budget, there are 6 major items • 6100: Expenditure for social services e.g. salary, pension . . . for civil Servants • 6200: Non-social contract based services e.g. electricity, stationery, telecomm., water, post .. . . • 6300: Expendable goods and equipments e.g. fuel • 6400: Support and contribution • 6500: Purchase of vehicles and machines • 6600: Military construction works and equipment 78
  • 79. 6000: recurrent budget cont’d. . . 6111: Salary for civil servants 6211: uniform 6214:medical supplies 6231: per diem 6232: Transport 6253: Information advertisement and publication 6244: Equipment, building and fence maintenance 6205: Repair and maintenance of vehicles 6271: training 79
  • 80. • Summary of the financial position of a company at a particular date • Assets: cash, accounts receivable, stock, land, buildings, equipment and intangible items • Liabilities: accounts payable& notes payable • Owners’ Equity: net assets after all obligations have been satisfied • Assets = Liabilities + Owners’ Equity The Balance Sheet 80
  • 81. • Material resource management 81
  • 82. Material resource • The objectives of materials management is to have the right materials at the right place at the right time. • Material/Equipment/Items can be divided into: • Expendable /consumable/ recurrent: • Are those materials/items that should be regularly kept in stock for production purposes or maintenance and are used within a short time, e.g. cotton, laboratory stains, paper, syringes, etc. 82
  • 83. • Non-expendable/ capital/ non-recurrent: • Are those materials/items that are required only for specific purposes or jobs and which are not to be automatically recouped and lasts for several years and needs care and maintenance, e.g. microscopes, vehicles, capital equipment, etc. 83
  • 84. • The following four activities generally came within the sphere of materials management. 1. Ordering Equipment 2. Purchasing 3. Storing Equipment 4. Issuing Equipment 84
  • 85. 1.Ordering Equipment • This is obtaining equipment from stores or shops. • Only some people are authorized to order. Ordering requires : • Listing requirements, from a knowledge of past, • Some resources are always limited so should be used economically. • Balancing requirements with available funds. Cost-estimate must be made before completing the order-form. • make a cost-estimate, the items required, the quantity, price per unit, and total price should be listed in tabular form. 85
  • 86. 2. Purchasing • It is the procuring of raw materials, components, and services that the organization needs to achieve its goals. • The function of the Purchase Section is to procure materials against purchase requisitions received from stock control or other departments. 86
  • 87. Purchasing Principles • The essentials of efficient purchasing are right quality, right quantity, right time, right price, right source and delivery at the right place. Source of Supply • The selection of the right source of supply is an important factor in obtaining the desired quality, quantity, price and service 87
  • 88. 3. Storing Equipment • Store keeping is the function of receiving, storing and issuing materials. • In the stores materials are properly stored until drawn by the various using departments. • Materials are equivalent to money and great attention has to be paid. • The stores also maintain a set of records called bin cards. • It is also the responsibility of this section to send a report when an item is exhausted or if shortage of an item exists. 88
  • 89. 4.Issuing Equipment • After equipment has been ordered, received, and recorded in the stock-book or ledger, it is issued for use when it is needed. 89
  • 90. 2.5.2.2.Managing material resources (include Ethiopian context) • The Ethiopian Context • In most of the Government sectors receiving and issuing of materials/ equipment /items is carried out using different “Model” developed and distributed by Ministry of Finance. 90
  • 91. • These “Models” are know/differentiated by numbers. Each “Model” has its own function and can not be used interchangeably. Some of these “Models” that are being used now are: • Model 19:Model for confirming delivery of items/drugs • Model 20:Model for requesting items/drugs • Model 22:Model for issuing items/drugs 91
  • 93. Basic concepts • Data: – is the raw material that gives information after being analyzed. • Information: - is a meaningful collection of facts/data • data combined according to time period, place of occurrence and person (population) so as to allow gaining knowledge or making conclusion. • Knowledge: - when information is communicated, it becomes knowledge. • Data Information Knowledge • In order to be useful, data must be changed to information 93
  • 94. Basic concepts… • Information system (IS): the organized collection, processing, transmission, and dissemination of information in accordance with defined procedures 94
  • 95. Basic concepts… • Health Information System: A system that integrates data collection, processing, reporting, and use of the information necessary for improving health service effectiveness and efficiency through better management at all levels of health services. • Management Information System (MIS): a system designed by an organization to collect and report information on a program and which allows managers to plan, monitor and evaluate the operations and the performance of the program • A Health management Information System (HMIS): is a management information system that is directed towards health. 95
  • 97. Desired characteristics of information in health services • Correctness; implies free-of-error. • Completeness; shows the proportion of the necessary values that are formally registered. • Timeliness ;reflects how up-to-date the data is with respect to the task it is used for. • Appropriateness: relevance of information in relation to objectives of the organization 97
  • 98. Basic concepts… Current problems of HMIS data sources • Emphasis on data collection rather than on data analysis & use. • Quality of data is often poor • Data is not processed in a timely manner and infrequent feedback from higher level. • Inadequately trained personnel and capacity to process and utilize data collected • Information from private health facilities and NGOs missing • Inadequate writing materials, computers and other supplies 98
  • 100. Time • It is a non-renewable resource • No event can take place unless there is time for it. • Using time efficiently requires managerial skills. • Time can not be stored • Time is equally shared to people 100
  • 101. Time management It is a skill that can be learnt& practiced It is a skill that everyone needs It is not a way to make you work harder and longer, but a means to help you work smarter to accomplish your work more easily and rapidly. Not feeling guilty when saying no 101
  • 102. Time management Cont’d… • Time management can be seen as “self management”, • the skill of making smart decisions about how to allocate your time in order to accomplish set goals. – It is about working “smart” and not just “hard” – Strategically determining how you use your time in order to succeed 102
  • 103. The Benefits of Time Management Yes! You are more productive. You reduce your stress. You improve your self-esteem. You achieve balance in your life. You feel more confident in your ability to  get things done. You reach your goals. What is Time Management? Simply, making the most of your time and energy for smart activities ! 103
  • 104. Strategies to Effective TM 1. Set Goals 2. Set priorities 3. Scheduling yourself 4. Avoid Procrastination 5. Delegation 104
  • 105. • What should your goals be? • Start big, then set smaller goals designed to achieve the large goal – Make your goals specific and concrete. • Set both long-term goals and short-term ones to support them. • Set a deadline for your goals. • Integrate your goals: school, personal and career. • Realize that goals change, but know which goals to stick to! Go for the goal! Where to start? 1. Set Goals! 105
  • 106. • What’s important and what isn’t? • What order do things need to be done? • Based on your priorities, plan out a schedule for the time period • Planning may seem hard at first, but the more you do it, the easier and more natural it gets. 2. Set priorities. 106
  • 107. 3. Make a Schedule/time planning  Begin with blocking/portion/ all activities.  Office Work, field work, social work religious, meetings and so on…  Highlight all project due dates.  Identify routine work days. 107
  • 108. Make a Schedule cont’d… Planning time arrangements for work • what will be done (list of activities), where it will be done (place), who will do it, and when it will occur? • There are common ways of time plan arrangement. • Time table: - used for daily/weekly recurring and regular events e.g. staff meeting, classes... • Schedule: - for intermittent, irregular or variable events, including details of where the events take place. E.g. visit to peripheral health centers 108
  • 109. 4. Avoid Procrastination • “Procrastination is the thief of time” – it is a time waster. • It is the act of postponing tasks that could have been done now. • Doing things at the last minute is much more expensive than just before the last minute • Deadlines are really important: establish them yourself! 109
  • 110. 5. Delegation • You can accomplish a lot more with help • Delegation is not dumping/discarding tasks. • It is granting authority with responsibility. • Treat your people well by delegating for tasks • Graduate students, subordinates, secretaries, families, colleagues . . .are member’s to be delegated; they should be treated well! 110
  • 111. Time management Matrix Urgent Not Urgent I M P O R T A N T I  Crisis  Pressing problems Deadline-driven projects, meetings, preparations  vital programs/schedules II Preparation . Prevention . Values clarification . Planning . Relationship building . True re-creation Not I M P O R T A N III • Interruptions, some phone calls • Some mail, some reports .Some meetings . Many popular activities- breaking news IV  Irrelevant talks  Some Time wasters  Irrelevant e-mail, chat  Excessive TV  Long fictions/novels 111
  • 112. Quadrant I • Represents things that are both “urgent” and “important” – we need to spend time here. • This is where we manage, we produce, where we bring our experience and judgment to bear in responding to many needs and challenges. • Many important activities become urgent because we don’t do enough prevention and planning 112
  • 113. Quadrant II Includes activities that are “important, but not urgent”- Quadrant of Quality Here’s where we do our long-range planning, anticipate and prevent problems, empower others, broaden our minds and increase our skills Ignoring this Quadrant feeds and enlarges Quadrant I, creating stress, burnout, and deeper crises for the person consumed by it Investing in this Quadrant shrinks Quadrant I 113
  • 114. Fail to anticipate crises /result of failure in Q-II. 114
  • 115. Quadrant III Includes things that are “urgent, but not important”  Quadrant of Deception/misleading. The noise of urgency creates the illusion of importance. Actual activities, if they’re important at all, are important to someone else. Many phone calls, meetings and interruptions fall into this category 115
  • 116. Quadrant IV Reserved for activities that are “not urgent, not important”- Quadrant of Waste. Reading addictive novels, watching mindless television shows, or gossiping and talking at office would qualify as Quadrant IV time- wasters. Prioritize, and do the most important things first 116
  • 117. Obstacles to effective TM Unclear objectives Inability to say “no” 117
  • 118. Obstacles to effective time cont’d. . . Too many things at once Stress and fatigue All work and no play 118
  • 119. Reading assignment • Place management 119
  • 120. Thank you very much!