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Copyright © 2008 Thomson Delmar Learn Chapter 10 Chapter 10 Strategic Planning and Organizing Patient Care
Transcript
Page 1: Chapter10

Copyright © 2008 Thomson Delmar Learning

Chapter 10Chapter 10

Strategic Planning and Organizing Patient Care

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ObjectivesObjectives

Upon completion of this chapter, the reader should be able to: Understand the importance of an organization’s mission and philosophy and the impact of these on the structure and behavior of the organization

Define the purpose and identify the steps in the strategic planning process

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ObjectivesObjectives

Articulate the importance of aligning the organization’s strategic vision both with its own mission, philosophy, and values and also with the goals and values of the communities and stakeholders served by the organization

Apply basic understanding of common organizational structures and the advantages and the disadvantages of each in identifying which structures would be best suited to meeting organizational objectives

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Organizational Organizational Purpose, Purpose,

Mission, Philosophy, Mission, Philosophy, Values Values Mission statement

A formal expression of the purpose or reason for existence of the organization

Philosophy A value statement of the principles and beliefs that direct the organization’s behavior 

Values May be formally stated and explicit, or may be implicit and part of the organizational culture

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Strategic Planning Strategic Planning

A strategic plan is the sum total or outcome of the processes by which an organization engages in environmental analysis, goal formulation, and strategy development with the purpose of organizational growth and renewal 

Provides unified vision and goals for the organization

Helps ensure that the needed resources are available to carry out initiatives

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Steps in Steps in Strategic Planning Strategic Planning

ProcessProcess Perform environmental assessment Conduct stakeholder analysis Review literature for evidence-based best practices

Determine congruence with organizational mission

Identify planning goals and objectives Estimate resources required for the plan

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Steps in Steps in Strategic Planning Strategic Planning

ProcessProcess Prioritize according to available resources

Identify timelines and responsibilities

Develop marketing plan Write and communicate business plan/strategic plan

Evaluation

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Environmental Environmental AssessmentAssessment

A situational assessment requiring a broad view of the organization’s current environment

An external assessment Is broadly based and attempts to view trends and future issues and needs that could impact the organization

An internal assessment Seeks to inventory the organization’s assets and liabilities

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SWOT AnalysisSWOT Analysis

Tool for conducting environmental assessments

Identifies both strengths and weaknesses in the internal environment and opportunities and threats in the external environment

Stands for S –Strengths W –Weaknesses O – Opportunities T – Threats

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Community and Community and Stakeholder AssessmentStakeholder Assessment

A stakeholder is any person, group, or organization that has a vested interest in the program or project under review 

A systematic consideration of all potential stakeholders to ensure that the needs of each of these stakeholders are incorporated in the planning phase

When stakeholders are not involved in the project planning, they do not get a sense of ownership

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Other Methods of Other Methods of Assessment Assessment

Surveys/questionnaires Used when large numbers of stakeholders and general idea of the options are available

Focus groups/interviews Focus groups: small groups of individuals with a common characteristic who meet in a group and respond to questions about a topic

Time-consuming and expensive to conduct Work best when the topic is broad and the options are not as clear

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Other Methods of Other Methods of AssessmentAssessment

Advisory board Benefits large projects Board members come from various constituencies affected by project

Has no formal authority, but reviews plan and makes recommendations

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Other Methods of Other Methods of AssessmentAssessment

Review of literature on similar programs Should be completed prior to strategic planning or beginning any new project or program

Allows project team to identify similar programs, their structures and organization, potential problems and pitfalls, and successes 

Ongoing process

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Other Methods of Other Methods of AssessmentAssessment

Best practices Identify best practices or evidence-based innovations that have been adopted with success by other organizations

Nurses planning to develop a new program need to carefully examine the existing evidence and practices prior to beginning the planning

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Other AssessmentsOther Assessments

Planning goals and objectives Prioritize according to strategic importance, resources required, and time and effort involved

Set timeline

Develop a marketing plan Communicate the plan, the goals, and objectives

Design, implement, train, and evaluate the new program

Assures that all stakeholders have the needed information

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Organizational Organizational StructureStructure

Organizations are structured or organized to facilitate the execution of their mission, strategic plans, reporting lines, and communication within the organization

Functions on a continuum with levels of authority 

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Types of Types of Organizational Organizational Structures Structures

Communicated by the use of an organizational chart

Types Matrix Flat versus tall Decentralized versus centralized

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Other Characteristics Other Characteristics to Use as a Framework to Use as a Framework Division of labor Roles and responsibilities Reporting relationships Basis for division of labor Functional division of labor Geographic area Product or service Primary nursing

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Factors Influencing Factors Influencing Organizational Organizational

StructuresStructures Environmental changes

New programs, services, or product lines Change in leadership

Technology Socio-cultural environment Size

The larger an organization, the more complex the structures needed

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Factors Influencing Factors Influencing Organizational Organizational

StructuresStructures Repetitiveness of tasks

If there is a great deal of differentiation among tasks, more levels of management are usually needed

Trends in organizations There is a need for leadership that promotes sound ethical values and quality assurance

Transformational nurse leaders are needed to assist nurses to strive for quality outcomes and personal mastery


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