Unit III - Planning

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Central Philippine University. School of Graduate Studies. Lopez- Jaena Street, Iloilo City. LESSON PRESENTATION. Unit III - Planning. MARIA REYLAN M. GARCIA, R.N. Objectives. At the end of the interactive discussion, the graduate students will be able to:. - PowerPoint PPT Presentation

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Central Philippine University

School of Graduate StudiesLESSON PRESENTATIONLopez-Jaena Street, Iloilo City

Define planning as an element of management and of nursing practiceArrange the different components of the planning hierarchy Identify the reasons or purposes of planning

ObjectivesAt the end of the interactive discussion, the graduate students will be able to: Differentiate the four modes/orientations of planning and the different types of planning Describe the strategic planning process using the 9-method approachDifferentiate the budgeting methods of fiscal planningObjectivesCriticize a planned expenditure using a decision package of the Zero-based budgeting approachVerbalize the importance of the components of planning hierarchy in the entire dynamics of an organizationMake a personal vision, mission and philosophy

ObjectivesDEFINITION OF PLANNINGPlanning in the Management ProcessPlanning in NursingPlanning HierarchyREASONS/PURPOSES OF PLANNINGTYPES OF PLANNINGModes/OrientationStrategic Planning

Topic OutlineTopic OutlineOperational PlanningFiscal PlanningTactical Planning

Failure is not an option in nursing.IntroductionHe, who fails to plan, plans to fail. Plans may become the best weapons. Planning is deciding in advance what to do; who is to do it; and how, when, and where it is to be done.


DefinitionHenry Fayolwise use of resources and the selection of the best approaches proactive and deliberate process



Definitionskills like vision, creativity, flexibility and energycontinuous processmanagement functions are interdependent


DefinitionNurse administrators do not want to leave events to chanceprovide nursing care desired and needed by the clients



Vision and MissionPhilosophyGoals and Objectives Policies and ProceduresRulesVISION AND MISSION STATEMENTS

DefinitionVision statements are used to describe future goals of the organization. Mission statements are brief statements identifying the reason why an organization exists.

PHILOSOPHY STATEMENTSDefinitionThe philosophy flows from the mission statement and then delineates the set of values and beliefs that guides all actions of the organization.

GOALS AND OBJECIVESDefinitionA goal is the direct result toward which effort is directed; it is the aim of the philosophy.Objectives are similar to goals; but they are more specified and measurable than goals because they identify how and when the goal is to be accomplished. POLICIES AND PROCEDURESDefinitionPolicies are plans reduced into statements or instructions that direct organizations in their decision-making. Procedures are plans that establish customary or acceptable ways of accomplishing a specific task and delineate a sequence of steps of required action. RULESDefinitionRules and regulations are plans that define specific action or nonaction.


Reasonsincreases the chances of success forces analytic thinking and evaluation of alternativesestablishes a framework for decision making orients people to action rather than reactionincludes day-to-day and future-focused managing

Reasonshelps avoid crisis management and provides decision-making flexibility. basis for managing organizational and individual performanceincreases employee involvement and improves communicationcost-effectiveTypesMODES / ORIENTATIONReactivismInactivismPreactivismProactivism

TypesTACTICAL PLANNINGshort-term planningLower-level unitsThe plans only span for one year or less because of short-term goals.

TypesSTRATEGIC PLANNINGlong-term planninginvolves a long period, usually three to ten yearsforecasts the future success of an organization

Types9 PHASES OF STRATEGIC PLANNINGTypes9 PHASES OF STRATEGIC PLANNINGTypes9 PHASES OF STRATEGIC PLANNINGTypes9 PHASES OF STRATEGIC PLANNINGThe Mission and the CreedData Collection and AnalysisAssess strengths and weaknessesGoals and ObjectivesStrategies

Types9 PHASES OF STRATEGIC PLANNINGTimetableOperational and Functional PlansImplementationEvaluation

28TypesOPERATIONAL PLANNINGThis is the written blueprint for achieving objectivesmanagement planSupport tactical plans

TypesFISCAL PLANNINGIt is forecasting the costs of the organization based on current and projected needs. Budget estimates expenditures and revenues by an agent for a stated future period.

Types4 COMMON BUDGETING METHODSIncremental BudgetingFlexible BudgetingNew Performance BudgetingZero-based Budgeting

TypesZERO-BASED BUDGETINGThis type of budgeting method does not automatically assume that since a program has been funded previously, it should continue to be funded.

TypesZERO-BASED BUDGETING: EXAMPLEOn implementing a mandatory Hepatitis B vaccination program at a nursing school

ObjectivesDriving ForcesRestraining Forces

TypesZERO-BASED BUDGETING: EXAMPLEOn implementing a mandatory Hepatitis B vaccination program at a nursing school

Alternative 1Alternative 2Alternative 3

ReferencesMarquis, B., & Huston, C. (2009). Leadership Roles and Management Functions in Nursing: Theory and Application 6th edition. 530 Walnut Street, Philadelphia, PA: Lippincott Williams & Wilkins Roussel, L. (2006). Nursing Management and Leadership 4th edition. 40 Tall Pine Drive, Sudbury, MA: Jones and Bartlett Publishing, Inc.CliffsNotes. (2012). Detailing Types of Plans. Retrieved January 10, 2012, from http://www.cliffsnotes.com/study_guide/Detailing-Types-of-Plans.topicArticleId-8944,articleId-8871.html