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UNIT-III
PLANNING AND CONTROL
DR.ANJALATCHI MUTHUKUMARAN
VICE PRINCIPAL
ERA COLLEGE OF NURSING
LEANING OBJECTIVES
Content related to planning
• Introduction
• Definition
• Principles of planning
• Steps of planning
• advantages
• Disadvantages
•
Controlling
• Introduction
• Definition
• Controlling process
• Steps of controlling process
• forwarded control
• Concurrent control
• Feed back control
• Summary
• Conclusion
• Refernces
INTRODUCTION
• “Planning is preparing a blueprint” , and is a
future –oriented process.
• It decides in advance what is to be done, how it
is to be done, when to do it , who is to do it and
where it is to be done. What will be the outcome
of work.
What is planning?
• Planning is a process of setting objectives and
determining how to accomplish them .
• Planning refers to thinking ahead of time and
formulating preliminary thoughts.
Types of plans
Methods of planning
Continued
Characteristic of good plan
Nature and characteristic of plan
IMPORTANCE OF PLANNING
• 1. Primacy of planning
• 2. To offset uncertainty and changes
• 3. To focus attention on objectives
• 4. To help in coordination
• 5. To help in control
• 6. To increase organizational effectiveness
PRINCIPLES OF PLANNING
• Contribution of objectives
• Efficiency in plans
• Primacy of planning
• Planning premises
• Policy framework
• Timing
• Alternatives
• Commitments
• Flexibility
• Competitive strategies
Essentials of a good plan
• • According to urwick, the essentials of a good plan are as
fallows.
• 1) It should be based on a clearly defined objectives.
• 2) It must be simple
• 3) It should be rational and appropriate.
• 4) It Should Be Comprehensive
• 5) It Should Be Provide For A Proper Analysis And
Classification Of Actions.
• 6) It Must Be Flexible
• 7) It Must Be Balanced
• 8)it Must Be Use All Available Resources And Opportunites
• 9) There Should Be Proper Coordination Among Short – Term
And Long Term Plans.
Planning process and concept
Planning process
STEPS of planning
• Stating The Orgnizational Objectives List
• The Altrnative Channel Of Reaching
• The Objectives Develop Permises On Which
Each Alternative Is Listed Select
• The Best Alternative Which Fits Into
Organizational Objectives
Prepare A Sound Plan
• Prepare A Sound Plan Out Of Selected
Alternative.
• This Will Be A Master Plan Which Contains
Various Functional Plans
• Implement The Designed Plan
Planning Methods Standing/
Repeated
• Use Single
• Use Plans Plans
• 1) Objectives
• 1) Programmes
• 2) Polices
• 3) Budgets
• 4) Procedures
• 5) Methods
• 6) Rules
• 7) Strategies
STEPS IN PLANNING PROCESS
• Determination of the objectives
• Collection and forecasting of information
• Development of planning premises
• Discovering alternatives courses of action
• Formulation of derivative plans
• Communicating the plan
• Follow up measures
ADVANTAGES OF PLANNING
• Increasing Complexity In Modern Business
• Help In Coordination
• Help In Exercising Effective Controls
• Helps In The Proper Utilization Of The Company
Resources
• Facilitate Unity Of Action
• Help In Avoiding Business Failure
• Focuses Attention On The Organizations Goals
• Improve Competitive Strength
• Improve Adaptation
• Guides Decision Making
DISADAVNTAGES OF PLANNING
• 1) Forecasts
• 2) Rigidity
• 3) Time Consuming
• 4) Costly
• 5) Influence Of External Factors
• 6) Limited Scope Specific Organization
• 7) Peoples Resistance
• 8) Failure Of Planners
LIMITATION
Steps for Effective planning(Koontz
and O’Donnell)
• • Climate
• • Top management support
• • Participation
• • Communication: Goals,premises,policies
• • Integration: Plans must be properly balanced
• • Monitoring: As per the external environment
Nature of strategies and tactic
STRATEGIC ,TACTICAL AND
OPERATIONAL PLAN
EXAMPLE OF
Strategic and tactical plan
• Strategic and Tactical Plans
• • Strategic plans are plans that apply to the entire
organization, establish the organization’s overall
objectives, and seek to position the organization in terms
of its environment.
• • Tactical plans (sometimes referred to as operational
plans) are concerned with the implementation of
strategic plans by coordinating the work of different
departments in the organisation.
• • Strategic and tactical plans differ in three primary
ways— their time frame, scope, and whether they include
a known set of organizational objectives.
Continued
• Short-term and Long-term Plans • Short-
term plans are plans that cover less than one
year. • Long-term plans are plans that extend
beyond five years. • Their differences lie in the
length of future commitments and the degree of
variability organizations face.
Continued
• Specific and Directional Plans • Specific plans
have clearly defined objectives and leave no room
for misinterpretation. • Directional plans are flexible
plans that set out general guidelines.
• Single-use and Standing Plans • Single-use
plans are used to meet the needs of particular or
unique situation. e.g.development of a product. •
Standing plans are ongoing, and provide guidance
for repeatedly performed actions in an organization.
Planning process
• • Establishing objectives:
• identify goals, internal as well as external conditions,
Objectives should state what is to achieved, where action
needs to be taken, who is to perform it, how it is
undertaken , when it is to be accomplished.
• • Developing premises: assumptions about the
environment in which plans are made.
• • Evaluating alternatives and selection
• • Formulating derivative plans: The plan derived for
various departments, units, activities etc in a detailed
manner.
• • Securing cooperation and participation of employees.
CONTROLLING
• The process of measuring performance and
taking action to ensure desired results.
• Has a positive and necessary role in the
management process.
• Ensures that the right things happen, in the right
way, at the right time.
What is the control process?
• Steps in the control process :
• • Step 1— establish objectives and standards – •
Step 2— measure actual performance
• • Step 3— compare results with objectives and
standards
• • Step 4— take corrective action as needed
CONTROLE PROCESS
What is the control process?
Step 1—establishing objectives and
standards
• Output standards
Measure performance results in terms of quantity,
quality, cost, or time.
• Input standards
Measure effort in terms of amount of work
expended in task performance.
Step 2—measuring actual performance
Step 2—measuring actual performance
• Goal is accurate measurement of actual results
on output and/or input standards.
• Effective control requires measurement.
Step 3—comparing results with
objectives and standards
Step 3—comparing results with objectives and
standards
• Control equation
• Need for action reflects the difference between
desired performance and actual performance
• Methods of comparing desired and actual
performance
1) Historical comparison
2) 2) Relative comparison
3) 3)Engineering comparison
4) Benchmarking using different comparison
methods
• Step 4—taking corrective action
Step 4—taking corrective action
– Taking action when a discrepancy exists
between desired and actual performance.
– Management by exception
• Giving priority attention to situations showing
the greatest need for action.
• Types of exceptions –
1)Problem situation –
2)Opportunity situation
FEED FORWARD CONTROLS.
Employed before a work activity begins.
Ensures that:
1) Objectives are clear.
2) Proper directions are established.
3) Right resources are available.
Focuses on quality of resources.
CONCURRENT CONTROLS
• Focus on what happens during work process.
• Monitor ongoing operations to make sure they
are being done according to plan.
• Can reduce waste in unacceptable finished
products or services.
Feedback controls
• Take place after work is completed.
• Focus on quality of end results.
• Provide useful information for improving future
operations.
Summary
• Till now we have discussed about the panning ,
meaning, purpose, objective, importance, good
characteristic, planning process, etc.
• controlling like introduction, definition, process
, step of controlling process , types of controlling
process etc.
Conclusion
• I hope understand the planning and controlling
process in health care services and nursing
management work in clinical area. If you got
chance to do planning in nursing services , will
you able to apply the this knowledge in future
confidently.
Assignment
• .write a assignment on “Preparation of budget
estimate, revised estimate and performance
budget” in college of nursing 2022-23 plan ,
submit on 16.5.23 at 9am , in HOD office .
Question related to topic
• Define the planning ?
• List out th eobjectives of planning ?
• discuss the characteristic of planning ?
• Describe the good design of plan ?
• Enumerate the types of plan
• Discuss in detail about types of plan ?
• Write the steps of planning process?
• define control ?
• Discuss the process of controlling ?
• What are the step of controlling process ?
Reference *:
• BesseiL.Marquise Carol J.Huston ,Leadership and Management functions in
• Nursing-Theory & application ,2nd Edition, Lippincott, Philadelphia.
• Stephen P.Robbins and Mary Coultar, Management,5thEdition,Printice Hall ,Inc,
New jersey.
• AnnMarriner-Tomey, Guide to Nursing Management, 4th Edition, Moseby
• Yearbook, Philadelphia.
• Kochuthresiamma,T(2001) Nursing Management and Administration, Medical
works.
• Heinz Weihrich and Harold Koontz ,Management –A Global perspective,10th Edition,
Mc Grawhill International Edition, Singapore.
• ElsVanOoijen,Clinical Supervision,2000,Churchill Livingston,London.
• Joseph L Massie,Essentials of Management,4thEdition,Printice Hall ,New Delhi.
• Sakti Gupta,SunilKant,Hospital and Health Care administration-Appraisal &
• Referral Treatise,1998,Jaypee Brothers,New Delhi.
• Roberta StrassleAbruzzese,Nursing Staff Development-Strategies for Success,2nd
• Edition, Mosby Publication,London.

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Unit -III Planning and control M.sc II year.pptx

  • 1. UNIT-III PLANNING AND CONTROL DR.ANJALATCHI MUTHUKUMARAN VICE PRINCIPAL ERA COLLEGE OF NURSING
  • 2. LEANING OBJECTIVES Content related to planning • Introduction • Definition • Principles of planning • Steps of planning • advantages • Disadvantages •
  • 3. Controlling • Introduction • Definition • Controlling process • Steps of controlling process • forwarded control • Concurrent control • Feed back control • Summary • Conclusion • Refernces
  • 4. INTRODUCTION • “Planning is preparing a blueprint” , and is a future –oriented process. • It decides in advance what is to be done, how it is to be done, when to do it , who is to do it and where it is to be done. What will be the outcome of work.
  • 5. What is planning? • Planning is a process of setting objectives and determining how to accomplish them . • Planning refers to thinking ahead of time and formulating preliminary thoughts.
  • 7.
  • 12. IMPORTANCE OF PLANNING • 1. Primacy of planning • 2. To offset uncertainty and changes • 3. To focus attention on objectives • 4. To help in coordination • 5. To help in control • 6. To increase organizational effectiveness
  • 13. PRINCIPLES OF PLANNING • Contribution of objectives • Efficiency in plans • Primacy of planning • Planning premises • Policy framework • Timing • Alternatives • Commitments • Flexibility • Competitive strategies
  • 14. Essentials of a good plan • • According to urwick, the essentials of a good plan are as fallows. • 1) It should be based on a clearly defined objectives. • 2) It must be simple • 3) It should be rational and appropriate. • 4) It Should Be Comprehensive • 5) It Should Be Provide For A Proper Analysis And Classification Of Actions. • 6) It Must Be Flexible • 7) It Must Be Balanced • 8)it Must Be Use All Available Resources And Opportunites • 9) There Should Be Proper Coordination Among Short – Term And Long Term Plans.
  • 17. STEPS of planning • Stating The Orgnizational Objectives List • The Altrnative Channel Of Reaching • The Objectives Develop Permises On Which Each Alternative Is Listed Select • The Best Alternative Which Fits Into Organizational Objectives
  • 18. Prepare A Sound Plan • Prepare A Sound Plan Out Of Selected Alternative. • This Will Be A Master Plan Which Contains Various Functional Plans • Implement The Designed Plan
  • 19. Planning Methods Standing/ Repeated • Use Single • Use Plans Plans • 1) Objectives • 1) Programmes • 2) Polices • 3) Budgets • 4) Procedures • 5) Methods • 6) Rules • 7) Strategies
  • 20. STEPS IN PLANNING PROCESS • Determination of the objectives • Collection and forecasting of information • Development of planning premises • Discovering alternatives courses of action • Formulation of derivative plans • Communicating the plan • Follow up measures
  • 21. ADVANTAGES OF PLANNING • Increasing Complexity In Modern Business • Help In Coordination • Help In Exercising Effective Controls • Helps In The Proper Utilization Of The Company Resources • Facilitate Unity Of Action • Help In Avoiding Business Failure • Focuses Attention On The Organizations Goals • Improve Competitive Strength • Improve Adaptation • Guides Decision Making
  • 22. DISADAVNTAGES OF PLANNING • 1) Forecasts • 2) Rigidity • 3) Time Consuming • 4) Costly • 5) Influence Of External Factors • 6) Limited Scope Specific Organization • 7) Peoples Resistance • 8) Failure Of Planners
  • 24. Steps for Effective planning(Koontz and O’Donnell) • • Climate • • Top management support • • Participation • • Communication: Goals,premises,policies • • Integration: Plans must be properly balanced • • Monitoring: As per the external environment
  • 25. Nature of strategies and tactic
  • 28. Strategic and tactical plan • Strategic and Tactical Plans • • Strategic plans are plans that apply to the entire organization, establish the organization’s overall objectives, and seek to position the organization in terms of its environment. • • Tactical plans (sometimes referred to as operational plans) are concerned with the implementation of strategic plans by coordinating the work of different departments in the organisation. • • Strategic and tactical plans differ in three primary ways— their time frame, scope, and whether they include a known set of organizational objectives.
  • 29. Continued • Short-term and Long-term Plans • Short- term plans are plans that cover less than one year. • Long-term plans are plans that extend beyond five years. • Their differences lie in the length of future commitments and the degree of variability organizations face.
  • 30. Continued • Specific and Directional Plans • Specific plans have clearly defined objectives and leave no room for misinterpretation. • Directional plans are flexible plans that set out general guidelines. • Single-use and Standing Plans • Single-use plans are used to meet the needs of particular or unique situation. e.g.development of a product. • Standing plans are ongoing, and provide guidance for repeatedly performed actions in an organization.
  • 31. Planning process • • Establishing objectives: • identify goals, internal as well as external conditions, Objectives should state what is to achieved, where action needs to be taken, who is to perform it, how it is undertaken , when it is to be accomplished. • • Developing premises: assumptions about the environment in which plans are made. • • Evaluating alternatives and selection • • Formulating derivative plans: The plan derived for various departments, units, activities etc in a detailed manner. • • Securing cooperation and participation of employees.
  • 32. CONTROLLING • The process of measuring performance and taking action to ensure desired results. • Has a positive and necessary role in the management process. • Ensures that the right things happen, in the right way, at the right time.
  • 33. What is the control process? • Steps in the control process : • • Step 1— establish objectives and standards – • Step 2— measure actual performance • • Step 3— compare results with objectives and standards • • Step 4— take corrective action as needed
  • 34. CONTROLE PROCESS What is the control process? Step 1—establishing objectives and standards • Output standards Measure performance results in terms of quantity, quality, cost, or time. • Input standards Measure effort in terms of amount of work expended in task performance.
  • 35. Step 2—measuring actual performance Step 2—measuring actual performance • Goal is accurate measurement of actual results on output and/or input standards. • Effective control requires measurement.
  • 36. Step 3—comparing results with objectives and standards Step 3—comparing results with objectives and standards • Control equation • Need for action reflects the difference between desired performance and actual performance • Methods of comparing desired and actual performance 1) Historical comparison 2) 2) Relative comparison 3) 3)Engineering comparison 4) Benchmarking using different comparison methods
  • 37. • Step 4—taking corrective action Step 4—taking corrective action – Taking action when a discrepancy exists between desired and actual performance. – Management by exception • Giving priority attention to situations showing the greatest need for action. • Types of exceptions – 1)Problem situation – 2)Opportunity situation
  • 38. FEED FORWARD CONTROLS. Employed before a work activity begins. Ensures that: 1) Objectives are clear. 2) Proper directions are established. 3) Right resources are available. Focuses on quality of resources.
  • 39. CONCURRENT CONTROLS • Focus on what happens during work process. • Monitor ongoing operations to make sure they are being done according to plan. • Can reduce waste in unacceptable finished products or services.
  • 40. Feedback controls • Take place after work is completed. • Focus on quality of end results. • Provide useful information for improving future operations.
  • 41. Summary • Till now we have discussed about the panning , meaning, purpose, objective, importance, good characteristic, planning process, etc. • controlling like introduction, definition, process , step of controlling process , types of controlling process etc.
  • 42. Conclusion • I hope understand the planning and controlling process in health care services and nursing management work in clinical area. If you got chance to do planning in nursing services , will you able to apply the this knowledge in future confidently.
  • 43. Assignment • .write a assignment on “Preparation of budget estimate, revised estimate and performance budget” in college of nursing 2022-23 plan , submit on 16.5.23 at 9am , in HOD office .
  • 44. Question related to topic • Define the planning ? • List out th eobjectives of planning ? • discuss the characteristic of planning ? • Describe the good design of plan ? • Enumerate the types of plan • Discuss in detail about types of plan ? • Write the steps of planning process? • define control ? • Discuss the process of controlling ? • What are the step of controlling process ?
  • 45. Reference *: • BesseiL.Marquise Carol J.Huston ,Leadership and Management functions in • Nursing-Theory & application ,2nd Edition, Lippincott, Philadelphia. • Stephen P.Robbins and Mary Coultar, Management,5thEdition,Printice Hall ,Inc, New jersey. • AnnMarriner-Tomey, Guide to Nursing Management, 4th Edition, Moseby • Yearbook, Philadelphia. • Kochuthresiamma,T(2001) Nursing Management and Administration, Medical works. • Heinz Weihrich and Harold Koontz ,Management –A Global perspective,10th Edition, Mc Grawhill International Edition, Singapore. • ElsVanOoijen,Clinical Supervision,2000,Churchill Livingston,London. • Joseph L Massie,Essentials of Management,4thEdition,Printice Hall ,New Delhi. • Sakti Gupta,SunilKant,Hospital and Health Care administration-Appraisal & • Referral Treatise,1998,Jaypee Brothers,New Delhi. • Roberta StrassleAbruzzese,Nursing Staff Development-Strategies for Success,2nd • Edition, Mosby Publication,London.