The document discusses strategic planning and operational planning in nursing. It defines strategic planning as an approach that considers internal and external factors to meet aims. Operational planning details the specific actions, timelines, and responsibilities needed to accomplish strategic goals and objectives. The document provides guidance on developing strategic and operational plans, including identifying issues, creating mission/vision statements, assessing situations, establishing strategies/goals/objectives, and monitoring performance. It emphasizes that operational plans must clearly align with and support the achievement of strategic plans.

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3.  Strategy is an approach to meet a particular aim or set of aims
taking into account internal and external factors.
 Strategic planning is a disciplined effort to produce fundamental
decisions and actions that shape and guide what an
organization is, what it does, why it does with a focus on future.
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4.  Organizations need a planning architecture
 Planning is an intellectual process
 Planning is a social process
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5.  To increase the allocation of scarce resources including time and
money in nursing.
 To manage the department of performance.
 To acquire and develop new nursing practices
 To foster better goals, nursing values and communication.
 To bring changes in operations, management and organization .
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6. Getting ready
Articulating mission and vision
Assessing the situation
Developing strategies, goals and objectives
Completing the written plan
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1. Getting ready
› To begin with the strategic planning , the organizations should
be ready with the following to develop a work plan:-
 Identification of specific issues that the planning process should
addresses.
 Clarify roles
 Create a planning committee
 Develop an organizational profile
 Identify the information that must be collected that can help to
make sound decisions.

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2. Articulating mission and vision
› Introduce the organizations mission and vision. It will help to
create a idea of what it is strategically planning for and also to
develop a draft mission and vision statement.
3. Assessing the situation
It includes the following activities
› Collecting internal & external stakeholder’s perception about
the organization (SWOT Analysis).
› Evaluating the programs impact on the clients.
› Evaluating the program through cost / benefit analysis.
› Analyzing programs through competitive analysis.
› Defining previous implied strategies.

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 Developing strategies, goals and objectives
› This step outlines the organizations strategic directions:
the general strategies, long range goals, and specific
objectives of its response to critical issues that are
identified after assessment of situations in the light of
organizational mission and vision.

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 Completing the written plan
› After completing all the above steps, a written strategic
plan is developed. Usually one member of the planning
committee, the executive director will draft a final
planning document and submit it for review to all key
decision makers.

11.  It should lead to action
 It should be based on shared vision
 It should be an inclusive, participatory process
 It accepts accountability to the society
 It is sensitive to the organizations environment
 It is based on quality data
 It requires an openness to questioning the status quo
 It is a key part of the effective management
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12.  It provides accountability and monitoring of performance
 It helps in setting more formal planning programme and require
department and unit planning
 To concentrate more on strategic issues
 To improve knowledge and skill in strategic planning
 To improve the communication of top nursing managers with the
organizations administrator
 To allow better execution of plans
 To be more realistic and rational
 To develop annual budget
 To focus on quality output that will improve the nurse performance and
productivity.
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14.  An operating plan is a schedule of events and responsibilities that details the
action to be taken in order to accomplish the goals and objectives laid out in
the strategic plan.
 These are step- by – step process of taking you from where you are now to
where you want to be in terms of achieving your objectives.
 Goals of strategic and operational plans are same but differs in its objectives.
 It is sometimes called as management plans.
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15.  Clear objectives
 Activities to be delivered
 Quality standards
 Desired outcomes
 Staffing and resource requirements
 Implementation timetables
 A process for monitoring progress.
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16.  To specify the activities and procedures
 To set the timetable for the achievement of the objectives
 To allocate the responsibilities the staff involved in particular activity
 To prepare the staff for taking up the responsibility and evaluation of
patient care.
 To specify the records to be kept and policies needed.
 To give freedom to each staff to plan its own goal, objectives in line with the
department and institutional goals.
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17.  It can be formulated by using the 6W method – Want, Why, What, When,
Who, What if.
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Want - make the expectation obsessive that will lead to commitment
Why - Convert the wants into goals and objective using SMART principle.
What – make clear what knowledge, attitude, skills and habits(KASH) are required to achieve the
objectives.
Who – team up with staff who have similar goals and objectives in the organization.
When – make a time frame to achieve the objectives
What if – be ready with alternate action plan- what if first plan fails

18.  Is there total commitment to the plan by staff responsible for
implementation?
 Is operational plan clearly fit with the strategic plan?
 Are objectives, actions and outcome measures clearly specified?
 Does it have a clear implementation timeframe?
 Is there a clear allocation of responsibilities?
 Is there an explicit process for monitoring progress?
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19.  There should be :
› An appropriate level of detailed action plan
› A format that should include the periodical evaluation
and feedback towards progress.
› Structure that should fit clearly with strategic plan.
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