UNIVERSITY OF BELIZE FACULTY OF NURSING HEALTH SCIENCE & SOCIAL WORK DEPARTMENT OF NURSING FOURTH YEAR BACCALAUREATE NURSING PROGRAMME NURS 405- NURSING MANAGEMENT AND LEADERSHIP COURSE OUTLINE SEMESTER 2, 2009 INSTRUCTOR: I. BENNETT MScN, BScN ________________________________________________________________________ OFFICE LOCATION: IGUANA OFFICE PHONE: 822-3680 Ext. 327 CONSULTATION TIME: TUESDAYS 2:30 PM – 4:30 pm CLASSROOM NO: SM-U3 E-MAIL ADDRESS: ibennett@ub.edu.bz DURATION OF COURSE: 10 weeks CREDITS: 6.0 COURSE TITLE: NURSING MANAGEMENT AND LEADERSHIP COURSE CODE: NURS 405 Credit Hours: 6 hours “A great leader's courage to fulfill his vision comes from passion, not position.” John Maxwell 1 Catalog Description: NURS 405 is an introduction to the theory and practice of nursing management and leadership roles in health care organizations. Emphasis in the course centers on understanding the critical responsibilities of nurse managers and the development of leadership skills. Interrelated classroom and supervised laboratory experiences is designed to integrate knowledge about the activities, roles, and responsibilities of nurse managers and enables students to practice conceptual, technical, and interpersonal management and leadership skills in a variety of health care settings. Lecture hours: 3 hours x 15 weeks = 45 hours Laboratory hours: 3 weeks Course Objectives: 1. To present the theoretical foundation of leadership and management in nursing. 2. To develop within the student the ability to utilize leadership skills and managerial principles for effective nurse management in a variety of settings. 3. To develop students critical thinking skills in verbal and written analysis of management theory and its relationship to current organizational situations. SECTIONS II: COURSE CONTENT & SCOPE (Specific Objectives and Modules) 1. Describe the Belize health system. 2. Compare and contrast the differences and similarities between leadership and management theory and practice. 3. Describe the functions of management. 4. Identify nursing leadership and managerial roles in health care delivery. 5. Develop communication skills for the purpose of delegating, supervision, motivation, and conflict management. 6. Discuss the skills required for nurse managers to create a quality work environment, for leading change and managing conflict. 7. Discuss the nature of organization. 8. Relate the management of fiscal, material, data, and human resources to effective organizational development, maintenance, and growth. 9. Demonstrate critical reasoning skills in planning effective organizational change. 10. Utilize the nursing process to facilitate organizational adaptation in the current and emerging health care system. 2 Unit 1 The Belize health system 1.1 An overview. Unit 2 Leadership and Management: Theory and Practice 2.1Definition of terms 2.2Differences between leadership and management 2.3Historical development of leadership and management theory 2.3.1 Fedrick Taylor: Time and motion study 2.3.2 Henri Fayol: Division of work 2.3.3 Max Weber: Bureaucratic structures 2.3.4 Elton Mayo: Peer influence and work norms 2.3.5 Douglas McGregor: Supportive work environment 2.3.6 Rensis Likert: Communication 2.3.7 Edward Deming: Quality management 2.3.8 Abraham Maslow: Hierarchy of needs 2.3.9 Great Man Theory 2.3.10 Charismatic Theory 2.3.11 Trait Theory 2.3.12 Path-Goal Theory 2.3.13 Situational Theory 2.3.14 Contingency Theory 2.3.15 Situational Leadership 2.3.16 Transformational Leadership 2.3.17 Transactional Leadership 2.4 Tasks of leading and managing 2.5 Diversity in leadership, diversity in organization Unit 3 Functions of management 3.1 Planning 3.2 Organizing 3.3 Directing 3.4 Coordinating 3.5 Controlling Unit 4 Leadership and Managerial roles and care delivery strategies 4.1 Levels of management 4.2 Patient care delivery systems 4.2.1 total patient care/case management 4.2.2 functional nursing 4.2.3 primary nursing 4.2.4 team/modular nursing 4.2.5 differentiated nursing practice 4.3 Patient classification systems, staffing and scheduling 4.3.1 goals 4.3.2 benefits 4.3.3 types 4.3.4 critical indicators 4.4 Selecting optimum mode of organizing patient care 3 4.4 Comparison of delivery systems 4.5 Unit managers’ responsibilities in meeting staffing needs 4.6 Staffing and scheduling options 4.7 Relationship between staff mix, assignment method, and staffing 4.8 Fiscal and ethical accountability for staffing 4.6 Integrating leadership roles and management functions in the delivery of patient care and staffing Unit 5 Delegation and Time Management 5.1.1 Definition: delegation 5.1.2 Appropriate authority 5.1.3 Framework for delegation 5.1.4 Common delegation errors 5.1.5 Decision making and delegation 5.1.6 Process of delegation 5.1.7 Practicalities of delegation 5.2 Time management 5.2.1 Barriers of time management 5.2.2 Time management concept 5.2.3 Time management strategies 5.2.4 Balancing management and leadership responsibilities Unit 6 Organizational and interpersonal communication 6.1 Communication process 6.2 Variables affecting organizational communication 6.3 Channels of communication 6.4 Modes of communication 6.5 Interpersonal communication 6.5.1 Non-verbal communication 6.5.2 Assertive communication 6.6 Group communication 6.7 Confidentiality 6.8 Leadership and management roles in organizational and interpersonal communication Unit 7 Quality management and risk 7.1 Quality management in healthcare 7.1.1 Benefits of quality management 7.1.2 Planning for quality improvement 7.1.2 Evolution of quality management 7.2 Quality management and quality improvement 7.2.1 Involvement 7.2.2 Goal 7.2.3 Customers 7.2.4 Focus 7.2.5 Decisions 7.3 Quality improvement process 4 7.3.1 Identify customer’s needs 7.3.2 Assemble a team 7.3.3 Collect data 7.3.4 Establish outcomes 7.3.5 Discuss plans 7.3.6 Evaluation Unit 8 Organizational Structures 8.1 Organizational theory 8.2 Components of organizational structure 8.3 Decision making within the organizational hierarchy 8.4 Limitations of organizational charts 8.6 Nursing department organization 8.7 Organizational effectiveness 8.9 Authority and power in organizations. 8.10 Leadership roles and management functions associated with organizational structure Unit 9 Issues in human resource management: Problem Solving/Decision making, Managing Conflict, Personal/personnel problems 9.1 Decision making, problem solving and critical thinking 9.1.1 Theoretical approaches to problem solving and decision-making 9.1.2 Critical elements in problem solving and decision-making 9.1.3 Individual variations in decision making 9.1.4 Management decision making 9.1.5 Management decision making technology 9.1.6 Selecting decision making styles 9.2 Conflict Management 9.2.1 History of conflict management 9.2.2 Types of conflict 9.2.3 Conflict process 9.2.4 Modes of conflict resolution 9.2.4.1 Avoiding 9.2.4.2 Accommodation/smoothing 9.2.4.3 Competing/coercing 9.2.4.4 Negotiating/compromising 9.2.4. 5 Collaborating 9.3 Managing personal/personnel problems 9.3.1 Absenteeism 9.3.2 Uncooperative or unproductive employees 9.3.3 Clinical incompetence problems 9.3.4 Documentation 9.4 Constructive vs. destructive discipline 9.5 Discipline as a progressive process 9.6 Disciplinary strategies for the nurse manager 9.7 The disciplinary conference 9.8 Progressive discipline 9.9 Termination 5 9.10 Integrating leadership roles and management functions in human resource Management Unit 10 Issues in financial planning 10.1 Budgets 10.1.1 Steps in the budgeting process 10.1.2 Types of budget 10.1.3 Budgeting methods 10.1.4 Healthcare reimbursement 10.1.5 Driving and restraining forces in the healthcare economic environment 10.1.5.1 Implications for nursing practice 10.1.5.2 Profit necessity 10.2 Integrating leadership roles and management functions in fiscal planning Unit 11 Evaluation: Performance Appraisal 11.1 Role concepts and the job descriptions 11.2 Performance appraisals 11.2.1 Tools 11.2.2 Methods Unit 12 Change 12.1 The development of change theory 12.2 Planned change using linear approaches 12.2.1 Lewin model 12.2.1.1 Driving and restraining forces 12.2.1.2 Change strategies 12.2.2 Lippit, Watson & Wesley Model 12.2.3 Havelock Model 12.2.4 Rogers Model 12.3 Nonlinear change 11.3.1 Chaos theory 11.3.2 learning organizational theory 11.3.3 Resilience 12.4 Responses to change: resistance 12.5 Strategies to implement change: collaboration 12.6 Leadership and management roles in change. Texts & References: Required Text (s): Huber, Diane (2000) Leadership and Nursing Care Management. 2nd ed., Philadelphia: Saunders. Marquis, B. & Huston, C. (2003). Leadership roles and management functions in nursing, theory and application. 4th ed., Philadelphia: Lippincott. 6 Rowland, H. & Rowland, B. (1997) Nursing administration handbook. 4th ed., Maryland: An Aspen Publication References: Cole, G. A. (1995). Management theory and practice. London Gilles, D. A. (1994). Nursing management: a systems approach. Philadelphia: W. B. Saunders Reference Articles: Current articles and writings from the following journals: Nursing Management, Nursing Administration, Journal of Nursing Administration, Nursing Economics, and Nursing Standards where available. METHODS OF INSTRUCTION: 1. Project 2. Role Play 3. Discussion 4. Guest speaker 5. Lecture/Discussion 6. Supervised Clinical 7. Case Study Analysis 8. Chalk board utilization 9. Student Presentations 10. Theory Applications Activities 11. Assigned and Self-selected readings Consultation with the lecturer is mandatory when developing major projects. Late Submissions Late assignments submitted within one day past the due date, without prior written request from the student and prior approval from the lecturer will be penalized by one letter grade. Make –up test policy If a student misses a test he/she must submit a letter on a personal letterhead (along with supporting documentation eg medical certificate) stating why he/she had to be absent 7 from the test no later than the next class meeting. The same applies to requests for make-up tests submitted prior to the scheduled test date. If a student misses a test and says nothing, or decides to bring the matter to the attention of the lecturer toward the end of the semester, the student will automatically receive a ‘0’ for that test. Note: Please be aware that submission of the letter documentation does not automatically guarantee that you will be granted permission to sit a make-up test. (A medical certificate is an exception.) Academic Dishonesty There is zero-tolerance for any form of academic dishonesty. Academic dishonesty includes “borrowing” academic work from past students, present students, and the Internet, plagiarism, sharing individual assignments, and copying other people’s work. Be familiar with university regulations governing academic dishonesty. At the very least, anyone/any group found guilty of any academic crime will receive a grade of zero. Quoting Sources and Documentation In the world of academia, it is mandatory for anyone who uses material that is not his/her own to quote his or her sources. This will allow the student to avoid plagiarism, whether it is intentional or not. Students must ensure that the source of any idea/material that is not their own is properly acknowledged in the reference/bibliography section of their work. Proper referencing will be accounted for in grading assignments. Attendance As per UB’s policy on attendance. Attendance will be taken at each session. A sign-up sheet with the names of everyone officially registered for the course will be circulated at the beginning of each session. You are only to sign up in the space provided next to your name. NO ONE IS ALLOWED TO SIGN FOR ANYONE ELSE. IF YOU DO SO, IT WILL BE DEEMED DISHONEST AND DEALT WITH ACCORDINGLY. It is difficult to do well in this course if you do not attend class on a regular basis. UB’s POLICIES The following policies apply to all students. Please read and follow carefully. Dress Code for Presentations/Guest Lectures/Supervised Practicum Students are expected to dress professionally for presentations, guest lectures, and for clinical practicum. Professional dress for males includes, but not limited to, slacks, shoes, or dress appropriate for the presentation. Professional dress for females includes, but not limited to, slacks/skirts, sleeved top, shoes, or dress appropriate for presentation. 8 Tardiness Tardiness is a distraction to your classmates and to your lecturer. If you must be late, please enter the room as quietly as possible and take a seat near the door. You may pick up any papers that were handed out or returned at the end of the session. Electronic Devices All electronic devices should be turned off during class sessions. The exceptions are cell phones or pagers in “silent or vibration mode”. When receiving phone calls, students are asked to do so outside and away from the classroom. No recording of lectures should be done without the prior written permission of the lecturer. Classroom Conduct Students are asked not to eat nor smoke in classrooms. Students should refrain from talking/reading or doing other things unrelated to class during class sessions. Late Assignment and Make-up Policy Assignments are expected on due dates in SM -U3 or at specified places according to specified criteria. Acceptance of late assignments is at the discretion of the lecturer; however it will be subject to penalties as follows: Day one - 5 points Day two - 10 points Day three - 15 points If unable to complete assignments by the due date, the student must request in writing permission to resubmit and negotiated a completion date with the lecturer. The lecturer may deduct points as follows: Day one - 5 points Day two - 10 points Day three - 15 points. Make up quizzes will be given only at the discretion of the lecturer. Consideration of a request and approval to sit a make up will be subject to the submission of a letter of request stating why you had to be absent along with an official, typewritten document on your personal letterhead regarding medical emergency, death in the family, or job-related requirement. Note: Please be aware that submission of documentation does not automatically guarantee that you will be granted permission to sit a make up item. UB GRADING SCALE: Will apply as stated in The University Catalogue and Student Hand Book UB ATTENDANCE POLICY: Applies (see University catalogue or student hand book) 9 Class and clinical lab attendance is expected. Interaction with lecturer and fellow students/colleagues is necessary to meet the course requirements. This course will incorporate the experiences you have had as nursing students and in some cases as PN/RN. In order to accomplish the goals of the class, classes will start on time. If information presented in the class. It is also the student’s responsibility to arrange makeup clinical lab experience. Makeup clinical experiences must be arranged with faculty and dates must be mutually agreeable. REQUIRED SUPPLIES & ACTIVITIES 1. 2. 3. 4. 5. Log book Computer skills Recommended textbooks Stationery for group presentations Uniforms for clinical experiences SECTION III: Designated Syllabus Writer: Submitted by: _Isabel Bennett Section IV: Approvals: Department Chair/Dean ___________________ ___________________ Date: January 12, 2009 Date Academic Vice-President Date _________ _________ ____________________ ____________________ ______ ______ Curriculum Committee Approval /Date: _________________________________ Semester/Academic Year first implemented: _____________________________ 10 COURSE TOPICS, TIME, AND DATES WK 1 2 3 4 5 6 7 8 9 10 SES 1 HRS DAY/DATE 3 Mon. Jan.19, TIME 11-1:30 pm TOPIC Introduction to Course Outline Overview of the Belize Health System/ Historical Development of Leadership and Management Theories Overview of Nursing Administration Professional Nursing Practice Chp 1 & 3 2 3 Tues. Jan. 20 11-1:30 pm 3 3 Wed. Jan. 21 11-1:30 pm Leadership and Management Theories Chp 4,5 4 3 Mon. Jan. 26 11-1:30 pm Functions & Level of Management Chp 4,5 5 3 Tues. Jan. 27 11-1:30 pm Communication, Persuasion & Negotiation Chp11 6 7 8 9 10 11 3 3 3 3 3 3 Wed. Jan. 28 Mon. Feb. 2 Tues. Feb. 3 Wed. Feb. 4 Mon. Feb. 9 Tues. Feb. 10 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm Critical Thinking & Decision Making Motivation in Nursing Management Career Development & Marketing TEST I Managing Time and Stress Change Management Chp 8 Chp 15 12 3 Wed. Feb. 11 11-1:30 pm Legal& Ethical Issues in Nursing Management Chp 7 13 14 15 16 17 18 3 3 3 3 3 3 Mon. Feb. 16 Tues. Feb. 17 Wed. Feb. 18 Mon. Feb. 23 Tues. Feb. 24 Wed. Feb. 25 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm Cultural Diversity Chp 6 Power and Conflict in Management Chp 10 Delegation and Team Building Chp 12 & 13 Financial Management & Budgeting Chp 21 & 14 Productivity and Costing Out Nursing Chp 23 Outcome/Quality Improvement ManagementChp 22/33 19 20 3 3 Mon. Mar.2 Tues. Mar. 3 11-1:30 pm 11-1:30 pm TEST 11 Staff Selection and Development Chp 16 21 22 3 3 Wed. Mar. 4 Mon. Mar. 9 11-1:30 pm 11-1:30 pm Performance Appraisal Collective Bargaining Chp 17 Chp 18 23 24 25 26 27 28 29 3 3 3 3 3 4 4 Tues. Mar.10 Wed. Mar. 11 Mon. Mar. 16 Tues. Mar. 17 Wed. Mar. 18 Mon. Mar. 23 Tues. Mar. 24 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm 11-1:30 pm Baron Bliss Holiday Organizational Climate and Culture Chp 24 Mission Statements, Policies and Procedures Chp 25 Organizational Structure Chp 26 Staffing& Scheduling/StrategicManagement Chp31/34 Decentralization & Models of Care Chp 26 & 27 Health Policy and the Nurse Chp 36 Wed. Mar. 25 11-1:30 pm Test III /KHMH Emersion Meeting 30 Chp19& 20 Chp 9 Chp 37 & 35 This schedule is tentative and is subject to changes. Notice will be given in advance. 11