ORGANIZATION PLANNING SYSTEM SEMINAR-WORKSHOP OPS SEMINAR-WORKSHOP Division of Head and Neck, Breast, Soft Tissue and Esophageal Surgery (GS I Division) Department of Surgery Philippine General Hospital College of Medicine University of the Philippines Manila September 14, 1996, Saturday, 7:30 am - 6:00 pm Department of Surgery Chairman Office Complex Philippine General Hospital A Workbook Prepared by Reynaldo O. Joson, MD, MHA, MHPEd Adapted from: Organization Planning System by Jacqueline E. Blondin, PhD Southeast Asia Interdisciplinary Development Institute (SAIDI) Taktak Drive, Antipolo, Rizal, Philippines PROGRAMME 7:30 am - Introduction and Orientation Dr. R. Joson 7:45 am - Inspirational Talk Dr. R. Gutierrez Chairman Dept. of Surgery 8:00 am - Situation Analysis Define system boundaries State vision-mission 9:00 am - System Analysis Assess conditions State problems Identify and prioritize needs Propose courses of action 1:00 pm - Plan Formulation Restate vision-mission of macrosystem Restate vision-mission of focal system Review pragmatic situation Determine goals Construct objectives 3:00 pm - Organization Design Construct organization chart Define roles and functions Establish communication and control network 4:00 pm - Evaluation Scheme Conceptualize object of evaluation State evaluation purpose Establish monitoring and assessment procedures 5:00 pm - Plan Synthesis Establish time lines (Gantt Chart) Identify preliminary steps for implementation Write plan of action 5:00 pm - Synthesis, feedback, and reflection 5:30 pm - Closing Remarks - Dr. R. Gutierrez Chairman Dept. of Surgery Facilitators: Dr. Reynaldo Joson Dr. Rodney Dofitas Introduction and Orientation Reynaldo O. Joson, MD To all participants, thank you for being with us in the GS I Organization Planning System Seminar-workshop. To Dr. Romeo Gutierrez, Chairman of the Department of Surgery, thank you for your support for the GS I OPS Seminarworkshop. ----------------------------------------------------------------There is always room for improvement, as the popular saying goes. "Look for a battlecry of our Gutierrez. better way of doing things." This is the Department of Surgery Chairman, Dr. Romeo These are the reasons why GS I decided to conduct this Seminar-workshop. OPS ----------------------------------------------------------------OBJECTIVES OF OPS SEMINAR-WORKSHOP ----------------------------------------------------------------The objectives of the OPS Seminar-workshop are to: 1. Conduct a systematic analysis of GS I goal, objectives, strengths and weaknesses, change in the future. vision, mission, and demands for 2. Identify priority areas for improvement and change. 3. Develop strategies and an action principles of organizational development. plan based on the Definition of ORGANIZATION DEVELOPMENT (OD) Blondin's view of OD: OD is the response to the need for change. It could be seen as a PLANNED CHANGE within the components (as in GSI) or the total organization (as in the Department of Surgery). 1 OD aims at greater WHOLENESS and SYSTEMATIZATION within the organization while at the same time, it answers a needed COMPATIBILITY among the components of the organization; the result of which is an OPTIMIZATION in the achievement of the organization (GSI). Key words in OD: Planned Change Wholeness Systematization Compatibility Optimization Note: You will get to understand more Systematization, and Compatibility later on. of Wholeness, ----------------------------------------------------------------WHY PLAN? ----------------------------------------------------------------1. To achieve the objective of the organization. 2. To provide: 2.1 The design of a desired future state and 2.2 The means of bringing about that future state to accomplish the organization's objective. 3. To anticipate the possible factors that may affect or change the organization's course for control and correction. ----------------------------------------------------------------ORGANIZATION PLANNING SYSTEM or OPS ----------------------------------------------------------------OPS is a tool for planning and decision-making. There are various kinds of organizational planning system. For our workshop, we will use the OPS of SAIDI, which uses the Blondin OD Model. SAIDI stands for Southeast Asia Interdisciplinary Institute. It is a graduate institute committed to serve as a center of study for the communication and diffusion of planned change in Asia through graduate and postgraduate tutorial, innovative programs in organization and instructional development, planning, research, and formation. 2 SAIDI PHILOSOPHY TOTALITY DEVELOPMENT OF LIVED EXPERIENCE in the process of TOTAL HUMAN While other institutions cater to specialized fields of utilizing existing or conventional structures, SAIDI takes an innovative and integrative approach to the development of people through the development of their leaders. SAIDI ORIENTATION PERSON AND PROCESS ORIENTED. As an academe, it provides the curriculum designed to working professionals who apply the concepts and principles of development technology in the organization to which they belong. It advocates systems as people/persons and as such commits itself to formation of leaders always in view of the growth of the person, his integration in life and his preparation and readiness to adapt to an identified needed change. SAIDI VISION Asian leaders of any creed with an intense desire for total human harmony, qualified and responsible to ascertain the future of their organization SAIDI MISSION SAIDI is committed to Formation, a formation that focuses on the growth of leaders, on their integration in life, on their preparedness and readiness to adapt themselves to identified needed change. BLONDIN OD MODEL Blondin is Jacqueline E. Blondin, a Catholic nun, the founder of SAIDI. She developed a model which is being used by faculty and students of SAIDI. OPS AND GSI Last July 21 to 24, 1996, Dr. Rodney Dofitas and I attended the OPS Seminar-workshop of SAIDI. We found the workshop a very enriching experience not only for our personal development but as well as for GSI Division. In that workshop, Rodney and I came out with a draft of an action plan to improve the GSI Division. 3 We would like to share this experience with all the staff of through this workshop. GSI Rodney and I will not show you the draft of the action plan yet. We will show it to you piecemeal as all of us go through the various phases and stages of the workshop today. We do not want to preempt the action plan that will be produced by the entire team. Remember, OD uses participatory management approach. ----------------------------------------------------------------BLONDIN OD MODEL ----------------------------------------------------------------The Model can be seen in the next page. It consists of 3 phases and 2 stages per phase: Phase I. Define the reality. Stage 1. Situation analysis Stage 2. System analysis Phase II. Develop the operation design. Stage 3. Plan formulation Stage 4. Organization design Phase III. Consolidate the plan of action. Stage 5. Evaluation scheme Stage 6. Plan synthesis We will go through each phase and each stage one at a time in a chronological manner. The tentative schedule is seen in the Programme page. Rodney and I completed the workshop in 4 days. With your cooperation and with our facilitation, we hope to finish the GSI OPS workshop in 8 hours or less. ----------------------------------------------------------------GSI OPS SEMINAR-WORKSHOP BASIC GROUNDRULES ----------------------------------------------------------------Let's create and maintain an atmosphere that is informal and open with no hierarchy of position nor seniority where everybody is participating actively where everybody is free to say and suggest anything where everybody is willing to listen to each other's wisdom and experience when there is disagreement, let's negotiate until we all agree Remember everything will be done for the improvement of the GSI Division through a planned change optimally arrived at using participatory management approach. 4