RTRMF – BSN LEVEL IV
NCM 119 (NURSING LEADERSHIP & MANAGEMENT)
MANAGEMENT PROCESS PLANNING
BATCH TOPAZ
LECTURER: EVELYN UY RANCES
ORGANIATIONAL PLANNING: THE PLANNING HIERARCHY
TOPIC OUTLINE
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PLANNING
o
Vision statement
o
Mission Statement
o
Organizational Philosophy
o
Goals
o
Objectives
o
Core Values
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STRATEGIC PLANNING
o
Tools that assist strategic planning
PLANNING
Deciding in advance what to do, who's doing it, and
how, when, and where it is to be done. Who needs to
plan? Manager or top level management. Where it
should be done? Conference room.
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Involves choosing among alternatives. When we plan,
there is actually a problem of an organization. That
problem has to be sold in order to attain the desired
outcome of the organization for that particular day. For
one problem, you look for several solutions in order to
attain the desired result.
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Proactive and deliberate process that reduces risk and
uncertainty. When you plan, minimal mistakes occur.

Encourages unity of goals and continuity of energy
expenditure (human and fiscal resources) and directs
attention to the objectives of the organization. Human
resources- people working for you. Fiscal resourcesmoney and capital released by the organization
.
WHAT IS REQUIRED OF PLANNING?
 Planning requires leadership skills:
 Needs to have vision
 Needs to have creativity
 Planning requires leadership characteristics:
 Requires flexibility
 Requires energy
 Planning requires management skills:
 Data gathering
 Forecasting
 Transforming ideas into action
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Planning also requires management skills, you need to have data
gathering because you cannot plan if you lack information so you
need to investigate, gather more data so that you can make your
plan well
Transforming ideas into action - whatever plans you have, they
should be implemented, otherwise the goals that you set will not
be realised(?)
It is a pyramid. This hierarchy is being followed because
you need to set your mission.
IMPORTANCE OF PLANNING
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Helps in coping with prices in hospitals and provide for
disaster plans.
Cost-effective.
Based on past and future activities.
Leads the organization up to the realization of the need
for change.
Provides the basis for control. Provides the basis for
evaluating the said problems and activities.
Necessary for effective comfort for the patient.
SCOPE OF PLANNING
1. Top Management (Upper Scope)
 Composed of:
 Nursing Directors
 Chief Nurses
 Assistant Director
 Assistant Chief Nurse
2.
Middle Management
a.
Nursing supervisors in the ward
3.
First-level management
.
Head nurses, senior nurses, church nurses, and team
leaders
A. VISSION STATEMENT
In the Hierarchy, the vision is not included anymore.
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Used to describe future goals or aims of an
organisation.
Requires all organization members to stretch their
expectation, aspirations, and performance.
Example:
o RTRMF, College of Nursing will be the center
for excellence in Nursing Education in Region
8.
o Tacloban Doctor’s Hospital will be the leading
center for Trauma in the region.
B. MISSION STATEMENT

Vision is the ability to see something, to imagine pictures in your
mind, or it could also be a foresight or discernment.
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Creativity is the ability to make new things and new ideas or
innovations.

A brief statement no more than 3-4 sentences
identifying the reason that an organization exists.
It identifies the organization’s constituency and
addresses its position regarding ethics, principles, and
standards of practice.
It influences the development of an organization’s
philosophy, goals, policies, prcedures and rules
C. ORGANIZATIONAL PHILOSOPHY

Provides the basis for developing nursing philosophies
at the unit level and for nursing service as a whole.
PHILOSOPHY
 Flows from the purpose or mission statement and
delineates the set of values and beliefs that guide all
actions of the organization.
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RTRMF – BSN LEVEL IV
NCM 119 (NURSING LEADERSHIP & MANAGEMENT)
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Basic foundation that directs all further planning
towards that mission.
UNIT PHILOSOPHY
 Specifies how nursing care are provided on the unit will
correspond with nursing service and organizational
goals.
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It reflects the department's decisions, priorities and
accomplishments.
 What equipment or supplies will you use or are needed
in the unit? What steps are necessary in the procedure?
What sequence of activities was previously used and
what other efficient methods may be done or may be
used? That is your WHAT.
 WHEN? When should this job be done? When was it
formerly done? And when could it be done?
 Then you have your WHERE? Where is the job to be
done? Where does an activity occur in relation to those
activities? Immediately preceding or following it? Where
would supplies be stored clean and so forth?
 HOW? How will the job be done? What are the steps to
be followed in doing the procedure? So amo ito permi it
iyo mga planning formulas to use in order to achieve
the set vision, mission and philosophy of the
organization.
GOALS:
 The desired ends/results toward which the
organization's effort is working/directed.
 They must be SMART (specific, measurable, attainable,
realistic and time bounded).
 Goals are set for services rendered, economics, use of
resources, including people, funds and facilities,
innovations, and social responsibilities.
 Goals may direct and maintain the behavior of an
organization.
 Goals usually have multiple objectives that are each
accompanied by a targeted completion date.
BATCH TOPAZ
LECTURER: EVELYN UY RANCES
E. CORE VALUES
- are sets of beliefs that guide behavior of an individual and the
pursuit of self-interest
Four characteristics that determine True Values
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It must be freely chosen from among alternatives only
after reflection.
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It must be prized and cherished.
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It is consciously and consistently repeated (part of the
pattern).
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It is positively affirmed and enacted.
Your core values sometimes are first taught to you by your
parents at home and they are changed and strengthen with your
association with other people in the environment – in school, in
church, wiith your peers.
These positive values should be strengthened and affirmed.
Peer pressure changes your core values to negative values
Core values are strengthened by the support and good
relationship with the family
STRATEGIC PLANNING
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Example:
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It was said earlier that it should be TIME BOUNDED, so
parehas iton “at the end of three hours nursing
intervention” amo liwat ini imo goal.
D. OBJECTIVES
Your objectives are more SPECIFIC compared to your goals.
They motivate people to a specific end and are explicit,
measurable, observable, or retrievable, and obtainable.
For Objectives to be MEASURABLE:
 Specific time frame in which objectives are to be
completed. So, after three hours, or after 8 hours of
duty, amo na ini an imo gusto ma attain.
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Stated in behavioral form.
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Be objectively evaluated.
 Identify positive outcome rather than negative.
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A.
SWOT OR TOWS ANALYSIS
Identification of the following:
o Strengths: are those internal attributes that
help an organisation to achieve the objective
o Weaknesses: internal attributes that
challenge an organisation in achieving its
objective
o Opportunities: external conditions that
promote achievement of organizational
objective
o Threats: external conditions that challenge or
threaten the achievement of organisational
objective - iton may mga disaster like during
yolanda, waray na may na duty ha hosp kay
nagubaan han mga balay. Another example
kay shortage of nurses ha Philippines tungod
nga damot napa abroad.
B.
BALANCED SCORECARD
They allow organizations to align their strategic
activities with the strategic plan and to implement that
strategy on a continuous basis
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1. Process Objectives – are written in terms of the method to be
used.
Example: 100% of staff nurses will orient new pts. to call light
system, within 30 minutes of their admission, by first
demonstrating its appropriate use and then asking the pt. to
repeat said demonstration.
That’s why in your nursing care plan, you either use the process
objective or the result focused objectives.
Plan for dealing with nursing shortage - Schools have
standards, which is why many are called, and only a
few are chosen. That’s why we do screening, by
interviewing we can see if a nursing student can
communicate well to the clients, family, do referrals,
and must know simple english. There is a nursing
shortage because only few pass/qualify. Also, if there
are few institutions in an area, only few will be
employed.
Preparing succession managers in org. - after
graduating, do masterals, then doctorate, for you to be
promoted.
Developing a marketing plan
Redesigning workload
Developing partnership
Simply planning for organizational success
TOOLS THAT ASSIST STRATEGIC PLANNING
TYPES OF OBJECTIVES
2. Result Focused Objectives – specify the desired outcome.
Example: All post-op. pts. will receive a decrease in their pain
level following administration of parenteral pain medication.
Forecasts the future success of an organization by
matching and aligning an organization’s capabilities
with the external environment.
You do not only plan the activities that is going on
inside the organization, but you also should have
interlinkages with the external environment
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RTRMF – BSN LEVEL IV
NCM 119 (NURSING LEADERSHIP & MANAGEMENT)
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BATCH TOPAZ
LECTURER: EVELYN UY RANCES
Requires communicating strategy to every level within
the organization so that corporate strategy is integrated
with everyday decision making
Develop metrics (performance measurement
indicators), collect and analyze data from our
organization perspectives:
o Financial
o Customer - patients
o Learning and Growth - employees should
continue to progress their knowledge base to
prevent stagnancy and enhance their
knowledge and skill in teaching
o Processes
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