Chapter 19 Managing Community Nutrition Programs © 2006 Thomson-Wadsworth Learning Objectives • Differentiate between strategic and operational planning. • Describe the four functions of management. • Describe methods to coordinate an organization’s activities. • Outline methods for obtaining peak performance from employees. © 2006 Thomson-Wadsworth Introduction • Community nutritionists must be good planners and managers. • Management - the process of achieving organizational goals through planning, organizing, leading, and controlling. © 2006 Thomson-Wadsworth The Four Functions of Management • Planning - the forward-looking aspect of a manager’s job and it involves setting goals and objectives, and deciding how best to achieve the goals and objectives. • Organizing - focuses on distributing and arranging human and nonhuman resources so that plans can be carried out successfully. © 2006 Thomson-Wadsworth The Four Functions of Management • Leading - influencing others to carry out the work required to reach the organization’s goals. • Controlling - the function that regulates certain organizational activities to ensure that they meet established standards and goals. © 2006 Thomson-Wadsworth Planning • Involves deciding what to do and when, where, and how to do it. • Focuses on future events and finding solutions to problems. • Planning is ongoing. © 2006 Thomson-Wadsworth Planning • Types of Planning – Strategic planning - long-term planning that addresses an organization’s overall goals. © 2006 Thomson-Wadsworth Planning – Types • Strategic planning (continued) – Occurs over a period of several years, and includes: • Formulating objectives • Assessing past, current, and future conditions and events • Evaluating the organization’s strengths and weaknesses • Making decisions about the appropriate course of action © 2006 Thomson-Wadsworth Planning – Types • Strategic planning (continued) – Typically done by senior managers. – Guides development of the operational plans. © 2006 Thomson-Wadsworth American Dietetic Association Strategic Plan, 2004–2008 • Mission • Vision • Values • Strategic Goals © 2006 Thomson-Wadsworth Planning – Types • Operational planning - shortterm planning that focuses on the activities and actions required to meet the organization’s goals. – Deals with specific actions, expenditures, and controls and with the timing of these activities in a formal, structured process. – Typically done by midlevel managers. © 2006 Thomson-Wadsworth Planning – Types • Project management - coordinates a set of limited-scope activities around a single program or intervention. – Requires setting goals and objectives and outlining the project’s critical path • Critical path - the series of tasks and activities that will take the longest time to complete. © 2006 Thomson-Wadsworth Organizing • The process by which carefully formulated plans are carried out. • Managers arrange and group human and nonhuman resources into workable units to achieve organizational goals. • Organizing function includes: – Organization structures – Job design and analysis – Human resource management © 2006 Thomson-Wadsworth Organization Structures • The formal pattern of interactions and activities designed by management to link the tasks of employees to achieve the organization’s goals. © 2006 Thomson-Wadsworth Organization Structures • In developing structure, managers consider the following: – How to assign tasks and responsibilities. – How to define jobs. – How to group individual employees to carry out certain tasks. – How to institute mechanisms for reporting on progress. © 2006 Thomson-Wadsworth Organization Structures • Organization charts – Give employees information about the major functions of departments, relationships among departments, channels of supervision, lines of authority, and certain position titles within units. – Help establish lines of communication and procedures. – Do not depict rigid systems. © 2006 Thomson-Wadsworth Nontraditional Organization Chart © 2006 Thomson-Wadsworth Organization Structures • Departmentalization - the manner in which employees are clustered into units, units into departments, and departments into divisions or other larger categories. © 2006 Thomson-Wadsworth Organization Structures • Departmentalization (continued) – Span of control - the number of subordinates who report directly to a specific manager. – Although the ideal span of control has not been identified, some researchers argue that the range is about 5 to 25 employees, depending on the level of organization. – Another method of coordinating an organization’s activities is through delegation or the assignment of part of a manager’s work to others. © 2006 Thomson-Wadsworth © 2006 Thomson-Wadsworth Organization Structures • Line and staff relationships also help clarify an organization’s structure. – A person in a line position has direct responsibility for achieving the organization’s goals and objectives. – Staff - commonly used to refer to the group of employees who work in a particular unit or department. – An employee in a staff position assists those in line positions. © 2006 Thomson-Wadsworth Job Design and Analysis • Determining the various duties associated with each job in their area. © 2006 Thomson-Wadsworth Job Design and Analysis • Job analysis - used to determine the purpose of a job, the skill set and educational background required to carry it out, and the manner in which the employee holding that job interacts with others. – The formal outcome of a job analysis is the preparation of a job description. © 2006 Thomson-Wadsworth Job Design and Analysis • Job description - a basis for rating and classifying jobs, setting wages and salaries, and conducting a performance appraisal. © 2006 Thomson-Wadsworth © 2006 Thomson-Wadsworth Sample job description © 2006 Thomson-Wadsworth Human Resource Management • Staffing - the set of human resource activities designed to recruit individuals to help meet the organization’s goals and objectives. • Recruitment - attracting applicants and hiring candidates. © 2006 Thomson-Wadsworth Human Resource Management • Both direct methods... – media-based advertisements in newspapers, mailing personalized letters to potential applicants • and indirect methods... – holding training sessions for professionals • can be used as recruitment strategies. © 2006 Thomson-Wadsworth Human Resource Management • Affirmative action - all activities designed to ensure and increase equal employment opportunities for groups protected by federal laws and regulations. © 2006 Thomson-Wadsworth Human Resource Management • Evaluating Job Performance – Evaluating job performance and providing feedback to employees about their performance is essential to maintaining good working relationships and can occur informally at any time. © 2006 Thomson-Wadsworth Human Resource Management – Evaluating Performance • Performance appraisal - a formal method of providing feedback to an employee that involves: – Defining the organization’s expectations for employee performance. – Measuring, evaluating, and recording the performance compared with those expectations. © 2006 Thomson-Wadsworth Human Resource Management – Evaluating Performance • Keys to conducting a good performance appraisal interview: – Start with clear objectives. – Focus on observable behavior. – Avoid vague, subjective statements of a personal nature. © 2006 Thomson-Wadsworth Leading • The management function that involves influencing others to achieve the organization’s goals and objectives. © 2006 Thomson-Wadsworth Leading • Motivating Employees – Set high standards and stick to them. – Put the right person in the right job. – Keep employees informed about their performance. – Allow employees to be a part of the process. © 2006 Thomson-Wadsworth Leading • Communicating with Employees – A critical managerial activity. – Can take the form of both verbal communication and written communication. – Being a good communicator means paying attention to people and events, observing the nuances of nonverbal and verbal communication, and becoming a good listener. – Open communication results from the daily use of certain techniques and skills that promote communication. © 2006 Thomson-Wadsworth © 2006 Thomson-Wadsworth Controlling • The management function concerned with regulating organizational activities so that actual performance meets accepted organizational standards and goals. © 2006 Thomson-Wadsworth Controlling • The control function involves: – Determining which activities need control – Establishing standards – Measuring performance – Correcting deviations © 2006 Thomson-Wadsworth Controlling • Financial and Budgetary Control – Balance sheet - lists the organization’s assets and liabilities. – Income statement - summarizes the organization’s operations over a specific time period and lists revenues and expenses. – The difference between revenues and expenses is the organization’s profit or loss. • a.k.a. the “bottom line” © 2006 Thomson-Wadsworth Controlling – Financial and Budgetary Control • Financial control is typically managed through an operating budget. – Budgeting - the process of stating, in quantitative terms, the planned organizational activities for a given period of time. – Closely linked to planning. © 2006 Thomson-Wadsworth Controlling – Financial and Budgetary Control • Managers who can justify their budget requests are more likely to be successful in appropriating funds for their program’s projects and activities. © 2006 Thomson-Wadsworth The Better Health Restaurant Challenge • Better Health Restaurant Challenge – Demonstrates how health professionals, HMOs, restaurants, consumers, and health organizations can benefit from partnership – Month-long, annual contest to determine the best-tasting low-fat restaurant menu items in the Minneapolis/St. Paul area – Sponsored by HealthPartners, a large Minnesota-based managed-care organization © 2006 Thomson-Wadsworth The Better Health Restaurant Challenge • Goals: – Increase the availability of tasty, lowfat menu items in restaurants – Increase restaurant patrons’ selection of low-fat menu items © 2006 Thomson-Wadsworth The Better Health Restaurant Challenge • Objectives: – Promoting participating restaurants, menu items, HealthPartners, and low-fat eating to the community – Encouraging the long-term availability of low-fat items – Providing low-fat dining options in a variety of eating establishments – Increasing consumer/restaurant participation in the BHRC © 2006 Thomson-Wadsworth The Better Health Restaurant Challenge • Methodology – Restaurants in the Minneapolis area were contacted – Participating restaurants worked with HealthPartners’ registered dietitians to: • Create at least 2 low-fat menu items • Train restaurant staff to promote the healthful items • Keep at least 1 low-fat item on the menu for one month • Extend a 20% discount on low-fat food items to members of HealthPartners © 2006 Thomson-Wadsworth The Better Health Restaurant Challenge • Methodology – Created ballots so that diners could rate the low-fat items based on taste – Restaurants with the highest overall taste ratings were declared winners © 2006 Thomson-Wadsworth The Better Health Restaurant Challenge • Results – The number of participating restaurants/locations has more than tripled – Number of different menu items has increased from 60 to 280 – 14,000 diners completed ballots – > ½ reported that items tasted better than expected – Average taste rating = 4.13 out of 5 © 2006 Thomson-Wadsworth The Better Health Restaurant Challenge • Results (continued) – Majority said that they would order the low-fat item again and that the BHRC program increased the likelihood of their ordering low-fat items in the future – > 90% of restaurants kept their lowfat menu items on the menu after the program ended © 2006 Thomson-Wadsworth The Better Health Restaurant Challenge • Lessons Learned – Treating diners as food critics increased participation... – as did the challenge’s focus on foods that taste good. – Big advertising budgets are not necessary. © 2006 Thomson-Wadsworth Controlling • Information Control – The community nutritionist manager needs to collect, organize, retrieve, and analyze many types of data and information. – Data - unanalyzed facts and figures. – Information - data that has been analyzed and processed into a form that is meaningful for decision makers. © 2006 Thomson-Wadsworth Controlling – Information Control • To be useful, information must be: – Relevant – Accurate – Timely – Complete – Concise © 2006 Thomson-Wadsworth Management Issues for “Heartworks for Women”: Case Study 1 • There are 3 management issues related to the “Heartworks for Women” program: – The critical path – The budget – Grantsmanship © 2006 Thomson-Wadsworth Management Issues for “Heartworks for Women”: Case Study 1 • The Critical Path – The nutritionist develops a timeline early in the planning stages, when the program plan is outlined. – One example of a timetable shows key marketing activities for the program. – A team leader lays out the paths that must be completed to ensure that all program elements have been finalized before the launch date. © 2006 Thomson-Wadsworth Time Line for Determining the Critical Path © 2006 Thomson-Wadsworth Management Issues for “Heartworks for Women”: Case Study 1 • The Operating Budget – Operating budget - a statement of the financial plan for the program that outlines the revenues and expenses related to its operation. © 2006 Thomson-Wadsworth © 2006 Thomson-Wadsworth Management Issues for “Heartworks for Women”: Case Study 1 • Extramural Funding – Early in the planning stages, one of the team leaders identifies several activities for which extramural funding might be obtained. © 2006 Thomson-Wadsworth The Business of Community Nutrition • Individuals need strong management skills, whether they work in the public or the private sector, and must be able to: – Set a direction for the business or program. – Define goals and objectives. – Organize the delivery of the product or service. – Motivate people to help the organization reach its goals. © 2006 Thomson-Wadsworth The Business of Community Nutrition • Community nutritionists must be able to (continued): – Allocate materials, equipment, personnel, and funds to operations. – Control data systems. – Provide leadership. © 2006 Thomson-Wadsworth The Business of Community Nutrition • Management and leadership skills are needed to gain a competitive edge in an increasingly competitive health care environment. © 2006 Thomson-Wadsworth The Business of Community Nutrition • Four strategies for success should be kept in mind: – Continually assess the competitive environment. – Continually assess your strengths. – Build organizational skills. – Build managerial (people and process) skills. © 2006 Thomson-Wadsworth Time Management • Control Is Essential – Control - recognizing that it is easy to become overwhelmed by the number of decisions we face about how we spend our time – Taking control of your time means planning how you will spend it – Planning starts with deciding what your priorities are © 2006 Thomson-Wadsworth Time Management • Quadrant II Is Where the Action Should Be – Quadrant I = activities that are both urgent and important • Focusing constantly on these tends to lead to stress, burnout, and a sense that we are always putting out brushfires. – Quadrant II = not urgent, but important • Highly effective people spend their time in Quadrant II activities © 2006 Thomson-Wadsworth Time Management • Quadrant II (continued) – Quadrant III = urgent, but not important • Some people spend time in Quadrant III, thinking that they are in Quadrant I. • Likely to feel out of control – Quadrant IV = neither urgent nor important © 2006 Thomson-Wadsworth Time Management • It’s as Easy as ABC – The first step in taking control of your time is setting priorities – Write down all of the things you should accomplish – Assign each item a priority of A, B, or C (A = top priority) – Rank each activity within each category: A-1, A-2, etc. © 2006 Thomson-Wadsworth Time Management • The Top-10 Time Wasters – Telephone interruptions – Drop-in visitors – Meetings (scheduled and unscheduled) – Crises – Lack of objectives, priorities, and deadlines © 2006 Thomson-Wadsworth Time Management • The Top-10 Time Wasters (continued) – – – – – Cluttered desk and personal disorganization Ineffective delegation Attempting too much at once Indecision and procrastination Lack of self-discipline • Learn to Say No • Work Smarter, Not Harder © 2006 Thomson-Wadsworth