final nursing management
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Final Nursing Management - Presentation Transcript
1. PUT YOUR NOTES IN ONE LONG BOND PAPER NOT FOLLOWING INSTRUCTION MEANS
NO OPEN NOTES DURING THE QUIZ INSTRUCTION FOR THE QUIZ
2. PREPARED BY: Michael Bonito G. Tamayo, RN NURSING MANAGEMENT PROCESS
3. NURSING MANAGEMENT
o Is the process of working through staff members to be able to provide comprehensive care to the
patient
o This includes planning, organizing, directing and controlling
o The task of the nurse manager is to plan, organize, direct and control available financial,
material, and human resources in order to provide effective, economic care to groups of patients
4. NURSING MANAGEMENT PROCESS
5. NURSING MANAGEMENT PROCESS
6. Purpose of the Nursing Management Process
o To achieve scientifically ± based, holistic, individualized care for the patient
o To achieve the opportunity to work collaboratively with patients and others
o To achieve continuity of care
7. Characteristics of the Nursing Management Process
o Systematic
o Dynamic
o Interpersonal
o Goal Directed
o
Universally Applicable
8. MANAGEMENT FUNCTION NURSING MANAGEMENT PROCESS PLANNING
9. PLANNING
o Is deciding in advance what to do, how to do a particular task, when to do it, and who is to do it .
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o Is predetermining a course of action in order to arrive at a desired results. It is the continuous
process of assessing, establishing goals and objectives and implementing and evaluating them,
which is subject to change as new facts are known
10. COMPONENTS OF PLANNING PLANNING: PREDETERMINED ACTION WHO IS TO DO IT:
-professional, non-professional HOW TO DO IT: -technique, principles WHAT TO DO: -nursing
activities
11. Nursing management -planning-
o PRINCIPLES OF PLANNING
o 1. Planning is always based and focused on the vision, mission, philosophy, and clearly defined
objectives of the organization.
o 2. Planning is a continuous process.
o 3. Planning should be pervasive within the entire organization covering the various departments,
services and the various levels of management to provide maximal cooperation and harmony.
o 4. Planning utilizes all available resources.
o 5. Planning must be precise in its scope and nature.
o 6. Planning should be time bounded.
o 7. Projected plans must be documented for proper dissemination to all concerned for
implementation and implementation as to the extent of its achievement.
12. PLANNING
o It leads to success in the achievements of goals and objectives
o It provides meaning to work
o It provides for the effective use of available personnel and facilities
o It helps nurses cope with crises and problems calmly and efficiently
o It is cost effective
o It is based on past and future activities
o It reduces the element of change
o It is necessary for effective control
13. Characteristics of a GOOD PLAN
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o It should have a clearly worded objectives, including results and methods for evaluation
o Be guided by policies and/or procedures affecting the planned action
o Indicate priorities
o Develop actions that are flexible and realistic in terms of available personnel, equipment,
facilities and time
o Develop a logical sequence of activities
o Select the most practical methods for achieving each objective
14. PLANNING
o TYPES OF PLANNING:
o 1. STRATEGIC OR LONG-RANGE PLANNING
o ³ what are the right things to do´
o - usually extending 3 to 5 years into the future.
o 2. OPERATIONAL OR SHORT-RANGE PLANNING
o ³ how does one do things right´
- deals with day to day maintenance activities.
3. CONTINUOUS OR ROLLING PLANS
- similar to operating plans, involves mapping out the day-to-day activities .
15. ELEMENTS OF PLANNING
o Forecasting or Estimate the future
o Set Objectives/Goals and Determine Results Desired
o Develop and Schedule Strategies, Programs/Projects/Activities; Set the Time Frame
o Prepare the Budget and Allocation of Resources
o Establish Policies Procedures and Standards
16. Elements of Planning -Forecast or Estimate the Future-
o Forecasting is looking into the future
o Refers to estimation of time series, cross sectional or longitudinal data
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o In making forecast, the planner should consider 3 things:
Agency
Community affected
Goals of care
o Forecast must be supported by facts, reasonable estimates and accurate reflection of policies and
plans
17. Elements of Planning Set Objectives/Goals and Determine Results Desired
o GOALS are broad statements of intent derived from the purposes of the organization
Is a desired aim or condition toward which one is willing to work
Individual goals- are personal goals; based on one¶s desired in life
Group goals- may refer also to organizational goals although on a smaller scale
Organizational goals- management goals of an organization that are established to justify
its existence
Short term goals and long term goals
18. Objectives
o The objectives of the Nursing Department is congruent to its vision as well as to the 11 key
areas of responsibilities to nursing practice:
o To observe ethical principles and standards that govern nursing practice . (ethico-moral-legal
responsibilities)
o To establish well coordinated referral system for the continuity of patient¶s/ client¶s care.
(communication)
o To assure the application of acceptable performance of functions, duties, and responsibilities of
every position in the nursing department. (safe & quality nursing care, management of
resources)
o To encourage its nursing personnel to participate in nursing research for improving nursing
care. ( research)
o To utilize media for information campaign to intensify health education program. (health
education)
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19. 11 key areas of responsibilities to nursing practice
o Safe and quality nursing care
o Management of resources and environment
o Health education
o Legal responsibility
o Ethico-moral responsibility
o Personal and professional development
o Quality improvement
o Research
o Record Management
o Communication
o Collaboration and teamwork
20. Nursing management - ELEMENTS OF PLANNING-
o MISSION OR PURPOSE
o - The mission statement outlines the agency¶s reason for existing ( whether hospital or health
care), who the target clients are ( the poor, the needy, the middle or upper class), and whatservices will be provided ( in-patient, out-patient, emergency).
o - reason for the existence of the organization (Nursing service exist to promote and maintain
health)
21. Vision
o The Board of Nursing under the guidance of the Almighty, with its unquestionable integrity and
commitment, envisions itself to be the ultimate authority in regulating the nursing profession in
the Philippines and to lead nursing development to its highest level of excellence.
22. Mission
o The BON shall unwaveringly pursue the advancement of nursing development in the country
by:
o 1. providing leadership, information, options,
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o scenarios and lobby efforts to targeted
o decision makers and stakeholders
o 2. ensuring adherence to professional, ethical
o and legal standards as mandated by existing
o regulatory laws
o 3. unifying the nursing sector through good
o governance
o 4. fostering linkages with the domestic and
o international stakeholders
23. Nursing management - ELEMENTS OF PLANNING-
o PHILOSOPHY
- Philosophy is the sense of purpose of the organization and the reason behind its structure
and goals.
- Philosophy states the beliefs that influence nursing practice and beliefs about health care .
24. o POLICIES
o Policies in general, they are guidelines to help in the safe and efficient achievement of
organizational objectives
o PROCEDURES
o Procedures are specific directions form implementing written policies
25. Nursing management - ELEMENTS OF PLANNING-
o Develop and Schedule Strategies, Programs/Projects/Activities; Set the Time Frame
o Strategy is the techniques, methods, or procedure by which the overall plan of the higher
management achieve desired objectives.
o Programs are activities put together to facilitate attainment of some desired goals .
26. Nursing management PLANNING
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o Time Management is a technique for allocation of one¶s time through the setting of goals,
assigning priorities, identifying and eliminating time wastes and use of managerial techniques to
reach goal s efficiently
27. Nursing management PLANNING
o Principles of Time Management
o Planning for contingencies-planning anticipates the problem that will arise from actions without
thought
o Listing of task-task to be accomplished should be done in sequence which are prioritized
according to importance
o Inventory
o Sequencing
o Setting and keeping deadlines- and adhering to deadline is an excellent exercise in self
discipline
o Deciding on how time will be spent
28. Nursing management PLANNING
o Time Saving Techniques, Devices and Methods to Better Use of Time
o Conduct an inventory of your activities.
o Set goals and objectives and write them down.
o With the use of calendars, executive planners, logs or journals, write what you expect to
accomplish yearly, monthly, weekly or daily.
o Break down large projects into smaller parts.
o Devote a few minutes at the beginning of each day for planning.
o Organize your work space so it is functional.
o Close your door when you need to concentrate.
o Learn to delegate.
o In a meeting, define the purpose clearly before starting.
o Take or return phone calls during specified time.
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o Develop effective decision-making skills.
o Take rest breaks and make good use of your spare time.
29. Nursing management PLANNING
o Multitasking
Trying to get more things done in less time
Examples: answering phone calls while driving, sending e-mails while in the meeting
30. Nursing management PLANNING
o DEVELOPING AND SCHEDULING PROGRAMS
o Programs are predetermined, developed and targeted within a time frame to reach the set goals
and objectives.
o The Planning Formula
o WHAT
o WHEN
o WHERE
o HOW
o WHO
o WHY
o CAN
31. Nursing management PLANNING
o PREPARING THE BUDGET
o A budget is the annual operating plan, a financial ³road map´ and plan which serves as an
estimate for future costs and a plan for utilization of manpower, material and other resources to
cover capital projects in the operating programs.
o A nursing budget is a plan for allocation of resources based on preconceived needs for a
proposed series of programs to deliver patient care during one fiscal year .
o A hospital budget is a financial plan to meet future service expectations.
32. Factors in BUDGET planning
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o Type of patient, length of stay in the hospital and acuteness of illness
o Size of hospital and bed occupancy
o Physical lay out of the hospital, size and plan of the wards, units, nurse¶s station, treatment
rooms, etc
o Personnel policies
Salaries paid to various type of nursing personnel including OT pay or shift
differential
Extent of VL, SL, holidays
Provision for staff development programs
o Grouping of patients such as those in specialized areas
33. Factors in BUDGET planning
o Standards of nursing care: kind and amount of care to be given as it affects the number of hours
of bedside care
o The method of performing nursing care whether simple or complex; the method of
documentation
o Proportion of nursing care provided by the professional nurses and those given by non-
professionals
o Amount and quality of supervision available and provided; the efficiency of job description and
job classification
34. Factors in BUDGET planning
o Method of patient assignment whether functional, case, team or primary
o Amount and kind of labor-saving devices and equipments
o Amount of centralized service provided: sterile supply , central o2 supply, linen supply
o Nursing service requirements of the ancillary departments: clinics, admitting office, ER
o Reports required by administration whether simple or complex
o Affiliation of nursing students or medical students
35. Establishing Nursing Standards, Policies and Procedures
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o Nursing Standards
Standard- a practice that enjoys general recognition and conformity among professionals
or an authoritative statement by which quality of practice or education can be judged
Nursing Care Standard ± a descriptive statement desired quality against which to evaluatenursing care
Purpose of nursing standards
Improved quality of care
Decrease the cost of nursing care
Determine nursing negligence
Sources of nursing standards
DOH, BON, Professional Organization, Nursing Programs
36. Establishing Nursing Standards, Policies and Procedures
o Nursing Service Policies
Policies in general are guidelines to help in safe and efficient achievement of
organizational objectives
There are 3 general areas in nursing which requires policy formulation. These are:
Areas in which confusion about the locus of responsibility might result in neglect or
malperformance of an act necessary to a patient¶s welfare
Areas pertaining to the protection of patients¶ and families¶ rights as right to privacy
and right to property
Areas involving matters of personnel management and welfare
37. Establishing Nursing Standards, Policies and Procedures
o Nursing procedures
Procedures are specific directions for implementing written policies
Procedures are more specific guide to action than policy
38. NURSING MANAGEMENT FUNCTION NURSING MANAGEMENT PROCESS ORGANIZING
39. Nursing management - ORGANIZING -
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o ORGANIZING is the process of establishing formal authority
o Involves setting up the organizational structure through identification of groupings, roles and
relationships
o Determines staff needed through developing and maintaining staffing patterns and distributesthem in the various areas as needed
o Develops job descriptions by defining the qualifications and functions of personnel
40. Organizing
o Organizing is one way which nursing management coordinates the various activities of a
department or a unit so that the staff can get its work done in an orderly fashion
o Organizing means having qualified people and the right materials, information and equipment
needed to deal with contingencies
41. Nursing management - ORGANIZING -
o PRINCIPLES OF ORGANIZATION:
o Communication: effective and open communication in all forms; thread that binds the
organization together
Directions of communication:
Downward
Upward
Lateral/Horizontal
Grapevine
o Unity of Command
o Span of Control
o Delegation of authority
o Similar Assignments
o Unity of Purpose
42. ORGANIZATIONAL DESIGN
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o Organizational design is a formal, guided process for integrating the people, information and
technology of an organization.
43. PRINCIPLES OF ORGANIZATIONAL DESIGN
o Division of labor
o Unity of command
o Authority and responsibility
o Span of Control
o Contingency Factors
44. Nursing management - ORGANIZING -
o ELEMENTS OF ORGANIZING
o Organizational Structure
o Staffing
o Scheduling
o Developing job descriptions
45. Importance of organizational structure
o It enables members what their responsibilities are so that they may carry them out
o It frees the manager and the individual workers to concentrate on their respective roles and
responsibilities
o It coordinates all
46. Nursing management - ORGANIZING -
o ORGANIZATIONAL STRUCTURE
o The organizational structure refers to the process by which a group is formed its channel of
authority, span of control and lines of communication.
o It is the formal structure, the official arrangement of positions or working relationships that will
coordinate efforts of workers of diverse interest and abilities
47. Patterns of Organizational Structure
o Tall or Centralized Structure
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o Flat or Decentralized Structure
48. TALL OR CENTRALIZED STRUCTURE
o Responsible for only a few subordinates, so there is a narrow span of control
o Because of the vertical nature of the structure, there are many levels of communication
49. TALL OR CENTRALIZED STRUCTURE
o Advantage
o It makes use of expertise, and allows close communication between the workers.
o Supervisory individuals screen the communication.
o Disadvantage
o Transpires that the most skilled individuals end up doing nothing while actual tasks are done by
those less capable.
o Communication from bottom to top is often difficult, and messages do not get to the top
o Workers tend to be very ³ boss-oriented ³ because of the close contact with their supervisor .
50. Flat or Decentralized Structures
o Refers to an organizational structure with few or no levels of intervention between management
and staff .
51. Flat or Decentralized Structure
o Advantages
o Lower likelihood of messages being distorted
o Workers develop own abilities and autonomy and able to see the organization as humanistic
resulting in greater job satisfaction
o The principle of ³shared governance´ produces maximum potential for professional growth
o Disadvantages
o Supervisor spend less time with each worker
o Supervisors may lack expertise in the variety of operations and may end up making
inappropriate decisions
52. Nursing management - ORGANIZING -
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o Types of Organization Classified by Nature of Authority
o Line Organization- each position has general authority over the lower positions in the hierarchy .
(also known as Bureaucratic/Pyramidal)
o Informal Organization- refers to horizontal relationship rather than vertical.(Flat or horizontalorganization)
o Staff Organization- purely advisory to the line structure with no authority to put
recommendations into action.
o Functional Organization ± each unit is responsible for a given part of the organization¶s
workload.
53. TYPES OF ORGANIZATIONAL STRUCTURE
o Line Organization/ Bureaucratic/ Pyramidal
o - shows that each position has general authority over the lower position of the hierarchy.
o - ARA and power are concentrated at the top.
54. TYPES OF ORGANIZATIONAL STRUCTURE
o 2. Flat Organization
o - refers to an organizational structure with few or no levels of intervention between management
and staff .
55. TYPES OF ORGANIZATIONAL STRUCTURE
o 3. Staff Organization
o - purely advisory to the line structure with no authority to place recommendations into action.
56. TYPES OF ORGANIZATIONAL STRUCTURE
o 4. Functional Organization
o - permits a specialist to aid line position within a limited and clearly defined scope authority.
57. ORGANIZATIONAL RELATIONSHIP
o FORMAL RELATIONS
o INFORMAL RELATIONS
58. ORGANIZATIONAL RELATIONSHIP
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o FORMAL RELATIONS
o - represents by uninterrupted lines between units, showing who reports to whom.
59. ORGANIZATIONAL RELATIONSHIP
o 2. INFORMAL RELATIONS
o - represented by a broken or dotted line, where power relationships are coordinated.
60. Nursing management - ORGANIZING -
o ORGANIZATIONAL CHART
o - Organizational chart is a line drawing that shows how the parts of an organization are linked .
61. Nursing management - ORGANIZING -
o Characteristics of an Organizational Chart
o Division of Work
o Chain of Command
o Type of Work to be performed
o Grouping of Work Segment
o Levels of Management
62. Nursing management - ORGANIZING -
o STAFFING
o Staffing is the process of determining and providing the acceptable number and mix of nursing
personnel to produce a desired level of care to meet the patients¶ demand.
o The process of assigning competent people to fill the roles designated for the organizational
structure through recruitment, selection and development.
63. - STAFFING -
o FACTORS AFFECTING TIME REQUIREMENT OF NURSING CARE
Patient¶s acuteness of illness
Degree of dependence
Communicability of ailment
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64. Steps in Staffing
Determine the Number and Types of Personnel Needed
Recruitment
Interview
Induct or Orient the Personnel in Organization
Job Offer
65. Centralized Staffing
o Staffing decisions for all units are made by a central office or computer .
o Tends to be fairer to employees, because policies are implemented more consistently and
impartially.
o Frees manager to complete other functions.
o Most cost effective, because it maximizes use of human resources organization-wide.
66. Decentralized Staffing
o Staffing is done at unit level, frequently by unit manager .
o Allows person who knows the individual unit the best to make staffing decisions for that unit .
o Allows staff to take requests directly to their own manager, which gives them increasedautonomy and flexibility.
o Increases the risk that employee requests may be treated unequally or inconsistently.
o Time-consuming for unit manager .
67. NURSING CARE MODALITIES
o TOTAL CARE or CASE NURSING
o One nurse is assigned to one patient for totality of care during his or her time on duty
o PDN
o Isolation nurse
o Nursing student
68. NURSING CARE MODALITIES
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o Home environment temporarily makes discharge undesirable
73. PATIENT CLASSIFICATION SYSTEM
o 2. Intermediate or Moderate Care
o requires some help from the nursing staff with special treatments.
o Given to moderately ill
o Recovering from immediate effects of a serious illness or operation
o May be ambulatory for short periods (needs assistance)
74. PATIENT CLASSIFICATION SYSTEM
o 3. Total Care Patients
o those who are bedridden and who lack strength and mobility to do average daily living .
o Needs close attention
o Requires nurse to initiate, supervise, and perform most of the activities
o Requires frequent medication
75. PATIENT CLASSIFICATION SYSTEM
o 4. Intensive Care Patients
o those who are critically ill and in constant danger of death or serious injury. Acutely ill patients
w/ high level of nurse dependency
o Unstable condition w/c requires frequent evaluation with adjustment of therapy
76. Nursing management - STAFFING -
o STAFFING FORMULA
Requirements:
STANDARD VALUE OF NURSING CARE
Cases / Patients NCH/pt/day Prof . to Non-Prof Ratio
o Surgery
o General Ward
o Pediatric
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o Pathologic Nursery
o Medical
o OB
o ICU/ER/RR
o CCU
3.4 3.5 4.6 2.8 3.4 3.0 6.0 6.0 60:40 60:40 70:30 55:45 60:40 60:40 70:30 80:20
77. Nursing management - STAFFING -
o Distribution Per Shift
SHIFT PERCENTAGE AM PM NIGHT 45 % 37% 18%
78. Nursing management - STAFFING -
o CATEGORIES OF PATIENT
Levels of Care NCH Needed /pt./ day Prof: Non Prof Level I Self-Care or Minimal Care Level II
Moderate or Intermediate Care Level III Total or Intensive Care Level IV Highly Specialized or
Critical Care 1.50 3.0 4.5 6.0 7.0 or higher 55:45 60:40 65:35 70:30 80:20
79. Nursing management - STAFFING -
o PERCENTAGE OF PATIENTS IN VARIOUS LEVELS OF CARE
Type of Hospital Minimal Care Moderate Care Intensive Care Highly Spl. Care Primary Hospital
Secondary Hospital Tertiary Hospital Special Tertiary Hospital 70 65 30 10 25 30 45 25 5 5 15 45 - -
10 20
80. Nursing management - STAFFING -
o TOTAL NUMBER OF WORKING AND NON-WORKING DAYS AND HOURS OF
NURSING PERSONNEL PER YEAR
Right s and Privileges Given each Personnel/Yr Working Hours per Week 40 hours 48 hours
o Vacation Leave
o Sick Leave
o Legal Holidays
o Special Holidays
o Special Privileges
o Off Duties as per R .A. 5901
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o Continuing Education Program
o Total Non-Working Days/Year
o Total Working Days/Year
o Total Working Hours / Year
o RA 5901 = 40H WK LAW
15 15 15 15 10 10 2 2 3 3 104 52 3 3 152 100 213 265 1,704 2,120
81. Nursing management - STAFFING -
o Steps for Computing the Staff Needed in the in-patient Unit of the Hospital
o COMPUTATION:
o CASE: 250 BED CAPACITY TERTIARY HOSPITAL. HOW MANY STAFF NURSES DOWE NEED?
o 1. CATEGORIZE PATIENT ACCDG. TO LEVEL OF CARE
o 250 X 30% = 75 minimal care
o 250 X 45% = 112.5 moderate care
o 250 X 15% = 37.5 intensive care
o 250 X 10% = 25 highly specialized nursing care
82. Nursing management - STAFFING -
o 2. FIND THE NURSING CARE HOURS (NCH) NEEDED
o 75 X 1.5 (NCH @ Level I) = 112.5 NCH/day
o 112.5 X 3 (NCH @ Level II) = 337.5 NCH/day
o 37.5 X 4.5 (NCH @ Level III) = 168.75NCH/day
o 25 X 6 (NCH @ Level IV) = 150 NCH/day
o ------------------- 768.75 NCH/DAY
83. Nursing management - STAFFING -
o 3. FIND NCH PER YEAR
o 768.75 X 365 (DAYS/YEAR) = 280,593.75 NCH/YEAR
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o 4. FIND ACTUAL WORKING HOURS NEEDED BY EACH NURSING PERSONNEL /
YEAR
o 8 ( hrs/day ) X 213 (WORKING DAY/YEAR)=
o 1,704 ( working hrs/year )
84. Nursing management - STAFFING -
o 5. FIND THE TOTAL NUMBER OF NURSING PERSONNEL NEEDED.
o a. TOTAL NCH/ YEAR = 280,593.75 = 165
WORKING HRS / YEAR 1,704
b. RELIEF x TOTAL NSG PERSONNEL
165 X 15%=25
o ( CONSTANT: 15% FOR 40 HRS/WK & 10% FOR 48 HRS/WK)
o c. TOTAL # OF NURSING PERSONNEL NEEDED + RELIEVERS
o 165 + 25 = 190 TOTAL PERSONNEL NEEDED
o 85. Nursing management - STAFFING -
o 6. DETERMINE PROF FROM NON PROF PERSONNEL
o e.g. tertiary hospital
o 190 X 65% = 124 PROFESSIONAL
o 190 X 35% = 68 NON PROFESSIONAL
86. Nursing management - STAFFING -
o 7. DISTRIBUTE PER SHIFT
o PROFESSIONAL(124) NON PROFESSIONAL(66)
o AM (45%) 56 30
o PM (37%) 46 24
o NIGHT (18%) 22 12
87. Nursing management - STAFFING -
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o Placement of Staff
o proper placement:
o a. fosters personal growth
o b. provides a motivating climate for the employee
o c. maximizes productivity
o d. organizational goals have better chances of being met
o inappropriate placement:
o a. frustration
o b. poor quality of work
o c. reduced organizational efficiency
o d. rapid turn-over
o e. poor image for the agency
o RA 9173 nurses with Master¶s degree in Nursing are easily placed in position
88. Nursing management - STAFFING -
o SCHEDULING
o A schedule is a timetable showing planned work days and shifts for nursing personnel.
o Factors to Consider in Making a Schedule
o Different levels of the nursing staff
o Adequate coverage for 24 hours, 7 days a week
o Staggered vacations and holidays
o Weekends
o Long stretches of consecutive working days
o Evening and night shifts
o Floating
89. Nursing management - STAFFING -
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o Assessing a Scheduling System
o Ability to cover the needs of the shift
o Quality to enhance the nursing personnel¶s knowledge, training and experience
o Fairness to the staff .
o Stability
o Flexibility
90. Nursing management - STAFFING -
o Types of Scheduling
o Centralized Schedule
o Decentralized Schedule
o Cyclical Schedule
91. Nursing management - STAFFING -
o SCHEDULING VARIABLES
o Length of scheduling period whether 2 or 4 weeks
o Shift rotation
o Week-ends off
o Holiday off
o Vacation leave
o Special days
o Scheduled events in the hospital , training programs, or meetings
o Job categories
o Continuing professional education (CPE) programs
92. Nursing management - STAFFING -
o DEVELOPING JOB DESCRIPTION
o Job Description is a statement that sets the duties and responsibilities of a specific job.
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o Contents of a Job Description
o Identifying Data
o Job Summary
o Qualification Requirements
o Job Relationships
o Specific and Actual Functions and Activities
93. Nursing management - STAFFING -
o Uses of Job Description
o For recruitment and selection of qualified personnel
o To orient new employees to their jobs
o For job placement, transfer or dismissal
o As an aid in evaluating the performance of an employee
o For budgetary purposes
o For determining departmental functions and relationships to help define the organizational
structure
o For classifying levels of nursing functions according to skill levels required.
o To identify training needs
o As basis for staffing
o To serve as channel of communication.
94. Nursing management - DIRECTING -
o DIRECTING
Plan put into action
Activities
Delegation ± transferring responsibility
Updating policy
Utilize the policy updates
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Supervision
Roles in Supervision
Guides
Direct
Facilitates
Motivates
Teaches
95. Nursing management - DIRECTING -
o Principles of Delegation
o Select the right person to whom the job is to be delegated.
o Delegate both interesting and uninteresting tasks.
o Provide subordinates with enough time to learn.
o Delegate gradually.
o Delegate in advance.
o Consult before delegating.
o Avoid gaps and overlaps.
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o What Cannot be Delegated
o Overall responsibility, authority and accountability for satisfactory completion of all activities
in the unit.
o Authority to sign one¶s name is never delegated
o Evaluating the staff and or taking necessary corrective or disciplinary action.
o Responsibility for maintaining morale or the opportunity to say a few words of encouragement
to the staff especially the new ones.
o Jobs that are too technical and those that involve trust and confidence.
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o Four Rights of Delegation
o 1. task
o The right task should be within the scope of the person¶s practice and consistent with the job
description.
o 2. person
o The right person should have the appropriate license or certificate, job description.
o 3. communication
o The right communication should be clear, concise, complete and correct.
o 4. feedback
o The right feedback should ask for input, get the person¶s recommended solution to the problemand recognize the persons effort.
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o Aspects of Delegation
o 1. Responsibility ± denotes obligation
o 2. Authority ± the power to make final decisions and give commands .
o 3. Accountability ± refers to liability
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o COMMUNICATION
o Communication is the transmission of information, opinions, and intentions between among
individuals.
o Purpose of communication
o 1. facilitates work
o 2. increases motivation
o 3. effects change
o 4. optimizes patient care
o 5. increases workers¶ satisfaction
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o 6. facilitates coordination
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o Types of Communication
o 1. Verbal Communication
o 2. Written Communication
o 3. Non-verbal Communication
o Personal appearance
o Intonation of the voice
o Facial expression
o Posture and gait
o Touch
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o Lines of Communication
o UPWARD
o to superior
o HORIZONTAL OUTWARD
o to peers and to patient, family
o members of the and community
o Health Team to workers¶ family
o and friends
o DOWNWARD
o to subordinates
NURSES
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o DECISION MAKING
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o Decision is a course of action that is consciously chosen from available alternatives for the
purpose of achieving a desired result.
5 Steps in Decision Making
1. definition of the problem
³ why the problem occur´
2. analysis of the problem
³ getting to the cause of the problem´
3. development of an alternative solution
³ search for and analysis of alternatives and their possible consequences´
4. selection of the solution
weighing of facts and exploring alternative solutions
5. implementation and follow-up
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o Major Management Functions in Implementing Decisions
o 1. Planning which entails consideration and selection of realistic objectives, policies and
procedures.
o 2. Organizing which means helping personnel understand the decision and the procedures
necessary for implementing the decision.
o 3. Staffing or the selection of the right person/s to carry out the decision
o 4. Controlling the environment and the group to prevent adverse effects.
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o Art of Decision Making:
o Not making decision that others should make, to preserve morale and authority;
o Not deciding on problems that are not pertinent to matters at hand to prevent waste of time and
energy;
o Not deciding prematurely to prevent prujudice
o Not making ineffective decisions to avoid losing the respectability of the decision maker .
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105. Nursing management - DIRECTING -
o CONFLICT MANAGEMENT
o CONFLICTS ± clash, fight, battle or struggle; it may be constructive or destructive
o Basis of the Conflict
o 1. Intrapersonal
o 2. Interpersonal
o 3. Group
o 4. Intergroup
o 5. Organizational
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o Sources of the Conflict
o Cultural differences
o Different facts
o Separate pieces of information
o Different perception of the event
o Defining the problem differently
o Divergent views of power and authority
o Role conflicts
o Number of organizational levels
o Degree of association
o Parties dependent on others
o Competition for scarce resources
o Ambiguous jurisdictions
o Need for consensus
o Communication barriers
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o Separation in time and space
o Accumulation of unresolved conflit
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o Types of Conflict
o 1. Intrasender
o - conflict originates in the sender who gives conflicting instructions .
o 2. Intersender
o - conflict arises when an individual receives conflicting messages from two or more sources .
o 3. Interrole
o - conflict can occur when an individual belongs to more than one group .
o 4. Person-role
o - conflict is the result of disparity between internal and external roles.
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o 5. Interperson
o - conflict is common among people whose positions require interaction with other persons who
fill various roles in the same organization or other organizations.
o 6. Intragroup
o - conflict occurs when the group faces a new problem .
o 7. Intergroup
o - conflict is common where 2 groups have different goals and can achieve their goals only at the
others¶ expense.
o 8. Role Ambiguity
o - a condition in which individuals do not know what is expected on them.
o 9. Role Overload
o - the person is simply unable to accomplish so much within a limited time period.
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o Conflict Resolution
o 1. Avoidance
o - used by groups who do not want to do something that may interfere with their relationship
o 2. Accommodation
o - self-sacrifice
o 3. Collaboration
o - inspires mutual attention to the problem and utilizes the talents of all parties
o 4. Compromise
o - in this method, accommodation and adjustment lead to workable situations rather than to the
best solution.
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o 5. Competition
o - it is an assertive position that fosters conflict resolution on the part of the subordinate.
o 6. Smoothing
o - disagreements are ignored so that surface harmony is maintained in a state of peaceful co-
existence.
o 7. Withdrawing
o - one party is resolved thereby making it possible to resolve the issue .
o 8. Forcing
o - yields an immediate end to the conflict but leaves the cause of the conflict unresolved .
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o Rules on Mediating a Conflict Between Two or More Parties:
o 1. Establish clear guidelines and make them known to all.
o 2. Do not postpone indefinitely.
o 3. Create an environment that makes people comfortable to make suggestions .
o 4. Keep two-way communication.
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o 5. Stress a peaceful resolution rather than confrontation.
o 6. Emphasize shared interests.
o 7. Follow-up on the progress of the plan.
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o Staff Development
o Staff development is geared ultimately to organizational development.
o Orientation
o Orientation is a planned and guided activities of an employee in the organization, the work
environment , and in his job.
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o CONTROLLING
o Controlling or evaluating is an on-going function of management which occurs during planning,
organizing, and directing activities.
o The controlling process opens opportunities for improvement and comparing performance
against set standard.
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o Reasons For Conducting Evaluation
o Evaluation ensures that quality nursing care is provided.
o It allows for the setting of sensible objectives and ensures compliance with them.
o It provides standards for establishing comparisons.
o It promotes visibility and a means for employees to monitor their own performance.
o It highlights problems related to quality care and determines the areas that require priority
attention.
o It provides an indication of the costs of poor quality.
o It justifies the use resources.
o It provides feedback for improvement.
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o Principles of Evaluation.
o The evaluation must be based on the behavioral standards of performance which the position
requires.
o The evaluation should have enough time to observe employee¶s behavior .
o The employee should be given a copy of the job description, performance standards, and
evaluation conference.
o The employee¶s performance appraisal should include both satisfactory and unsatisfactory
results with specific behavioral instances to exemplify these evaluative comments.
o Areas needing improvement must be prioritized to help the worker upgrade his/her
performance.
o The evaluation conference should be scheduled and conducted at a convenient time for the rater and the employee.
o The evaluation report and conference should be structured in such a way that is perceived and
accepted positively as a means of improving job description.
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o Characteristics of an Evaluation Tool
o Should be objective
o Should be reliable
o Should be sensitive
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o PERFORMANCE APPRAISAL
o Performance appraisal is a control process in which employee¶s performance is evaluated
against standards.
o Purposes of Performance Appraisal
o Determine salary standards and merit increases.
o Select qualified individuals for promotion or transfer .
o Identify unsatisfactory employees for demotion or termination
o Make inventories of talents within the institution.
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o Determine training and development needs of employee.
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o 6. Improve the performance of work groups by examining, improving, correcting
interrelationship between members
o 7. Improve communication between supervisors and employees and reach an understanding on
the objectives of the job
o 8. Establish standards of supervisory performance.
o 9. Discover the aspirations of employees and reconcile these with the goals of the institution
o 10. Provide employee recognition
o 11. Inform employees where they stand.
119. Nursing management - CONTROLLING -
o Methods of Measuring Performance
o Essay
o Checklist
o Ranking
o Rating Scales
o Forced-choice Comparison
o Anecdotal Recording
120. Nursing management - CONTROLLING -