Copyright – All Rights Reserved The 13 th Annual Focus on Respiratory Care, Sleep Medicine & Critical Care Nursing Conference Planning, Organizing, Directing

Embed Size (px)

Citation preview

  • Slide 1
  • Copyright All Rights Reserved The 13 th Annual Focus on Respiratory Care, Sleep Medicine & Critical Care Nursing Conference Planning, Organizing, Directing & Monitoring Management Model An Interactive Workshop 4 th Annual Focus Managers Mini Conference Wednesday, May 8 th 1:00 5:30 p.m. Darnetta Clinkscale, MBA, RRT St. Louis, Missouri
  • Slide 2
  • Copyright All Rights Reserved Barnes-Jewish Hospital Affiliated with Washington University Medical School Employees - 9,373 Physicians - 1,707 Residents/Interns/Fellows 921 Licensed Beds - 1,228 Inpatient Admissions - 53,907 Inpatient Surgeries - 16,822 Outpatient Surgery Visits - 17,847 Outpatient Registrations - 468,132 Emergency Dept Visits - 77,847 Respiratory Care Practitioners: 117
  • Slide 3
  • Copyright All Rights Reserved Objectives The learner will be able to: Utilize a simple framework to build departmental plans that support the organizations vision and priorities Identify the key components of delegation, setting expectations, measuring performance and holding people accountable Differentiate between management and leadership skills Choose at least one of several monitoring tools to track departmental successes Have fun in the workshop
  • Slide 4
  • Copyright All Rights Reserved Why Plan? Alice: Which way should I go? Cheshire Cat: That depends on where you are going. Alice: I dont know where I am going. Cheshire Cat: Then it doesnt matter which way you go!! Lewis Caroll: Through the Looking Glass, 1872 4
  • Slide 5
  • Copyright All Rights Reserved The Plan In the beginning was the Plan And then came the assumptions And the assumptions were without form And the plan was completely without substance. And the darkness was upon the face of the workers 5
  • Slide 6
  • Copyright All Rights Reserved What Strategic Planning is Not Strategic planning is not forecasting Strategic planning is not the simple application of quantitative techniques to business planning Strategic planning is concerned with making decisions today that will affect the organization (product line) and its future. Strategic planning does not eliminate risk, it helps managers access the risks they must take by gaining a better understanding of the parameters involved in their decisions. 6
  • Slide 7
  • Copyright All Rights Reserved 7
  • Slide 8
  • Plan Vision: outlines what the organization wants to be, or how it wants the world in which it operates to be (an "idealized" view of the world). It is a long- term view and concentrates on the future. It can be emotive and is a source of inspiration. For example, a charity working with the poor might have a vision statement which reads "A World without Poverty." 8
  • Slide 9
  • Copyright All Rights Reserved Plan Mission: Defines the fundamental purpose of an organization or an enterprise, succinctly describing why it exists and what it does to achieve its vision. For example, the charity above might have a mission statement as "providing jobs for the homeless and unemployed". 9
  • Slide 10
  • Copyright All Rights Reserved Plan Values: Beliefs that are shared among the stakeholders of an organization. Values drive an organization's culture and priorities and provide a framework in which decisions are made. For example, "Knowledge and skills are the keys to success" or "give a man bread and feed him for a day, but teach him to farm and feed him for life". 10
  • Slide 11
  • Copyright All Rights Reserved Plan Strategy: Strategy, narrowly defined, means "the art of the general".- a combination of the ends (goals) for which the firm is striving and the means (policies) by which it is seeking to get there. A strategy is sometimes called a roadmap - which is the path chosen to plow towards the end vision. The most important part of implementing the strategy is ensuring the company is going in the right direction which is towards the end vision. 11
  • Slide 12
  • Copyright All Rights Reserved Plan Hoshin planning systematizes strategic planning. To be truly effective, it must also be cross-functional, promoting cooperation along the value stream, within and between business functions. Hoshin planning is a seven-step process, in which you perform the following management tasks: 1.Identify the key business issues facing the organization. 2.Establish measurable business objectives that address these issues. 3.Define the overall vision and goals. 4.Develop supporting strategies for pursuing the goals. In the Lean organization, this strategy includes the use of Lean methods and techniques. 5.Determine the tactics and objectives that facilitate each strategy. 6.Implement performance measures for every business process. 7.Measure business fundamentals. 12
  • Slide 13
  • Copyright All Rights Reserved Hoshin Planning Process Step 1 Identify the key business issues facing the organization. 13
  • Slide 14
  • Copyright All Rights Reserved Hoshin Planning Process Step 2 Establish measurable business objectives that address these issues. 14
  • Slide 15
  • Copyright All Rights Reserved Hoshin Planning Process Step 3 Define the overall vision and goals. 15
  • Slide 16
  • Copyright All Rights Reserved Hoshin Planning Process Step 4 Develop supporting strategies for pursuing the goals. In the Lean organization, this strategy includes the use of Lean methods and techniques. 16
  • Slide 17
  • Copyright All Rights Reserved Hoshin Planning Process Step 5 Determine the tactics and objectives that facilitate each strategy. 17
  • Slide 18
  • Copyright All Rights Reserved Hoshin Planning Process Step 6 Implement performance measures for every business process. 18
  • Slide 19
  • Copyright All Rights Reserved Hoshin Planning Process Step 7 Measure business fundamentals 19
  • Slide 20
  • Copyright All Rights Reserved 20
  • Slide 21
  • Copyright All Rights Reserved 21
  • Slide 22
  • Copyright All Rights Reserved Goal 2014 Target2012 Strategies Safety UHC Quality & Accountability: Top 10 Avoid all preventable harm Partner with physicians to reduce mortality Quality Improve and implement standardized clinical workflows Support continuum of care initiatives Improve patient access and flow ServiceOverall Satisfaction: Top Decile Internalize ICARE values to drive service excellence behaviors Accelerate improvement of overall patient satisfaction levels PeopleEmployee Engagement: 85 Develop, retain & recruit the most talented people Create culture of diversity & inclusion Proliferate and mature Lean management model Innovation Adjusted Patient Days: Multi-Year Model Level Develop & strengthen clinical programs Transform facilities through Master Facility Plan deployment Finances Operating Margin: 4% Supply Expense/Net Revenue: 19% Lower supply expense growth to less than revenue growth Ensure efficient, productive use of resources Effectively provide, measure & communicate community benefit Implement world-class systems and processes 22 RESPIRATORY CARE SERVICES STRATEGIC PRIORITIES
  • Slide 23
  • Copyright All Rights Reserved Plan Break out into small groups for interactive activities using the skills presented in this section! 23
  • Slide 24
  • Copyright All Rights Reserved Organize Organizing can be viewed as the activities to collect and configure resources in order to implement plans in a highly effective and efficient fashion. Organizing is a broad set of activities, and often considered one of the major functions of management. There are a wide variety of topics in organizing. 24
  • Slide 25
  • Copyright All Rights Reserved Organize Organization Chart Task and Job Analysis Job Description Employee Performance Planning (the overall process ensures ongoing, effective organizing) Time Management 25
  • Slide 26
  • Copyright All Rights Reserved Organize Organization Charts as a Management Tool is to craft an Org Chart that reflects where you want the organization to go, rather than simply reflects how it is now. If you want a flat, horizontal organization, draw the Org Chart that way. 26
  • Slide 27
  • Copyright All Rights Reserved Organize 27
  • Slide 28
  • Copyright All Rights Reserved Respiratory Shared Governance Structure Shared Governance Council Documentation Performance Improvement Protocols & Research Policies & Procedures Reward & Recognition UPC Health & Career Fairs Organizational Committees
  • Slide 29
  • Copyright All Rights Reserved Organize Break out into small groups for interactive activities using the skills presented in this section!
  • Slide 30
  • Copyright All Rights Reserved Direct Directing is the action step. You have planned and organized the work. Now you have to direct your team to get the work done. Start by making sure the goal is clear to everyone on the team. Do they all know what the goal is? Do they all know what their role is in getting the team to the goal? Do they have everything they need (resources, authority, time, etc.) to do their part? 30
  • Slide 31
  • Copyright All Rights Reserved Direct Direct Now flip the "ON" switch. Execute!!! Think of this part like conducting an orchestra. Everyone in the orchestra has the music in front of them. They know which section is playing which piece and when. They know when to come in, what to play, and when to stop again. The conductor cues each section to make the music happen. That's your job here. You've given all your musicians (staff) the sheet music (the plan). You have the right number of musicians (Staff) in each section (department), and you've arranged the sections on stage so the music will sound best (you have organized the work). Now you need only to tap the podium lightly with your baton to get their attention and give the downbeat. 31
  • Slide 32
  • Copyright All Rights Reserved Direct Leadership Styles Leadership style is the manner and approach of providing direction, implementing plans, and Motivating people. Kurt Lewin (1939) led a group of researchers to identify different styles of leadership This early study was very influential and established three major leadership styles. The three major styles of leadership were (U.S. Army Handbook, 1973): Authoritarian or autocratic Participative or democratic Delegative or Free Reign Although good leaders use all three styles, with one of them normally dominant, bad leaders tend to stick with one style. 32
  • Slide 33
  • Copyright All Rights Reserved Direct 33
  • Slide 34
  • Copyright All Rights Reserved Direct Break out into small groups for interactive activities using the skills presented in this section!
  • Slide 35
  • Copyright All Rights Reserved Control Problem Solving There are seven basics steps to problem solving (Butler, Gillian, Hope, 1996): Identify the problem Gather information Develop courses of action Analyze and compare courses of action Make a decision Make a plan Implement the plan 35
  • Slide 36
  • Copyright All Rights Reserved 36 Plan Understand the problem; identify root cause Plan changes Do Implement changes Check Monitor changes Follow up Act Adjust Celebrate and reward success PDCA Cycle
  • Slide 37
  • Copyright All Rights Reserved Direct 37
  • Slide 38
  • Copyright All Rights Reserved Control Review of several Monitoring tools 38
  • Slide 39
  • Copyright All Rights Reserved Control Monitor Now that you have everything moving, you have to keep an eye on things. Make sure everything is going according to the plan. When it isn't going according to plan, you need to step in and adjust the plan, just as the orchestra conductor will adjust the tempo. 39
  • Slide 40
  • Copyright All Rights Reserved Control Problems will come up. Someone will get sick. A part won't be delivered on time. A key customer will go bankrupt. That is why you developed a contingency plan in the first place. You, as the manager, have to be always aware of what's going on so you can make the adjustments required.
  • Slide 41
  • Copyright All Rights Reserved Control This is an iterative process. When something is out of sync, you need to Plan a fix, Organize the resources to make it work, Direct the people who will make it happen, and continue to Monitor the effect of the change.
  • Slide 42
  • Copyright All Rights Reserved Control 42 Break out into small groups for interactive activities using the skills presented in this section!
  • Slide 43
  • Copyright All Rights Reserved 43 Darnetta Clinkscale [email protected] 314-362-1010 [email protected]