CU 2 - PLANNING

Planning

What is the basic function of management?

Henry Fayol

Who said, “Planning is the first element of management“?

Scope of Planning

What refers to a pyramid-like that involves top management, middle management, and lower/first level management?

Top Managament

Scope of Management: What refers to overall organization?

Ex. president, CEO, director

Middle Management

Scope of Management: What refers to department/unit?

Ex. head, supervisor

Lower/First Level Management

Scope of Management: What refers to staff level?

Ex. day-to-day → operational activity

Forecasting, setting vision, mission, philosophy, goal & objectives, and developing & scheduling programs

What are the basis in planning?

Forecasting

What refers to predictions?

Hospital, community, and goals of care

What are the 3 elements of Forecasting?

1. This refers to its types:

   1. Primary- infirmary

   2. Secondary- general hospital

   3. Tertiary- specialized / teaching

2. “Who will receive our service“?

3. Needs of community

Vision

What refers to future aims/goals? “What you want to happen in future?“

Mission

What refers to the reason of your existence? “Why do you exist?“

Philosophy

What refers to core values/ethical principles?

Goals and objectives

What refers to day-to-day task outcome?

Developing and Acheduling Programs

What refers to what, where, when, who, why, can?

Nursing Standards

What refers to evidenced-based practices, interventions?

Nursing Policies

What refers to plans reduced to statements or instructions that direct organizations in their decision-making?

Planning Modes

What refers to reactive, inactivism, pre-activism, and interactive/proactive planning?

Reactive Planning

Planning Mode: after a problem

Inactivism

Planning Mode: status quo

Pre-Activism

Planning Mode: technology + future

Interactive or Proactive Planning

Planning Mode: considering the past, present and future

Types of Planning

What refers to strategic planning, SWOT analysis, 5-year development plan, and operation planning?

Strategic Planning

Types of Planning: What refers to forecasting + alignment (organizational capabilities)?

A broad continuous systematic process that emphasizes assessment of the organizational environment both internally and externally such as economic, political, social and technological factors

SWOT Analysis

Types of Planning: identify the strengths, weaknesses, opportunities and threats of the organization.

5-Year Development Plan

Types of Planning: A list of goals, either personal or professional, that you want to achieve within the next five (5) years.

Operational Planning

Types of Planning: Day-to-day / routine

A detailed work plan or written blueprint in which the objectives of a nursing unit or department are put into measurable actions.

Budgeting

What refers to control spend + save for future use?

Personal Budget

Budgeting Types: Manpower

Operating Budget

Budgeting Types: day-to-day

Capital Budget

Budgeting Types: acquisition, ROI

Cash Budget

Budgeting Types: cash on hand

Flexible Budget

Budgeting Types: flex up or down

Incremental Budgeting

Budgeting Methods: gradual increase

Zero-Based Budgeting

Budgeting Methods: justified allocation

Flexible Budgeting

Budgeting Methods: automatically updates its revenue and expense targets when your actual sales, production, or activity levels change.

Performance Budgeting

Budgeting Methods: outcome-based

Time Management

What is defined as making optimal use of available time?