Planning is the first and foremost factor in administration. Nurse Manager should plan efficiently and effectively to manage the unit

1. PLANNING
By: Ms. Shanta Peter
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PLANNING
By: Ms. Shanta Peter

2. "BY FAILING TO PLAN ,
YOU PLAN TO FAIL ."
People who ignore planning
handicap themselves and stifle
their effectiveness.
The good news about planning is
that it's a relatively simple process
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3. Of the all management functions —
PLANNING is the most
fundamental one,
Other functions stem from planning
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4. MEANING OF PLANNING
• To decide in advance what is to be
done.
• It charts a course of actions for the
future.
• It is an intellectual process and it aims
to achieve a coordinated and consistent
set of operations aimed at desired
objectives
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5. Planning is preparing for
tomorrow, today.
It's the activity that allows
managers to determine what
they want and how they will
achieve it.
Planning provide direction and
unity of purpose for
organizations 5

6. DEFINITION
“Planning is continuously
assessing, establishing goals
and objectives, implementing
and evaluating or controlling” .
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8. PLANS & GOALS
A plan is a blueprint for goal achievement that
specifies the necessary resource allocations,
schedules, tasks, and other actions.
Goals are important because an
organization exists for a purpose,
& goals define and state that
purpose.
Goals specify future ends.
Plans specify today's means. 8

9. MANAGER'S ROLE IN PLANNING
• Ability to forecast the future through
assessment
• Have vision
• Ability to learn lesson from previous
experiences
• Should have alternatives
• Have resource
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10. SUCCESSFUL PLANNING –
& THE MANAGER …..
• Have Specific objectives and goals of
organization
• Should allow readjustments as
unexpected events occur as the plan is a
guide to reach the goal- it must be
flexible,
• Should include the units/individuals in
the planning process- they are affected
by the course of action
Contd…..
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11. ……PLANNING.. MGR ……
• Plans should be specific, simple
and realistic
• Know when to plan and when not to
plan
Good plans have built in evaluation
check points – so that there can be
corrections if needed.
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12. CHARACTERISTICS OF A GOOD PLAN
Plan should be –
• Clear
• Simple in concept
• Objective
• Easily implemented
• Easily controlled
• Flexible
• Complete
• Continuous process
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13. PLANNING answers 6 Basic questions
in
regard to any activity:
1. What needs to be accomplished?
2. When is the deadline?
3. Where will this be done?
4. Who will be responsible for it?
5. How will it get done?
6. How much time, energy, and
resources are required to accomplish
this goal?
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14. 7 PRINCIPLES TO GUIDE YOUR
PLANNING PROCESS:
1. The Principle of Passion
Passion gives planning energy and focus.
2. The Principle of Creativity
3. The Principle of Influence
over people, finances, and your schedule.
The support superiors & subordinates –
can make or break your plan.
Make a priority to build relationships with them. 14

15. 7 principles ….
4) The Principle of Priorities
Doing a little bit of everything.--- will not
work to fulfill the plan
5) The Principle of Flexibility
• When plans unfold unexpectedly, you'll be
prepared to see new opportunities
• Be resourceful enough to improvise when
circumstances turn around
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16. 7 principles ……..
6) The Principle of Timing
Plan things when you are at the peak of energy - where
you can see clearer -farther
7) The Principle of Teamwork
Unless we rely on a team to help us, our plans do not
work . remember personal limitations
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17. STEPS IN PLANNING
1. Establishing goals – to be achieved
2. Establish planning premises( assumption)
about future
3. Deciding the planning period
4. Finding alternative courses of action
5. Evaluating and selecting a course of action
6. Developing directive plan
7. Measuring and controlling the progress
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18. MAKING THE PLANNING EFFECTIVE
• Coordination of efforts and time
• Communication: Manager should disseminate
complete information
• Participation: Needs to increase the
participation of subordinates and superiors
• Proper climate
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19. BARRIERS OF GOOD PLANNING
• Lack of knowledge and skill about how to
plan
• Consistent use of reactive rather than
proactive planning
• Lack of understanding about the external
environment’s impact on planning –
( they can be excluded effectively)
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20. BARRIERS…….
• Inadequate intra-organizational support
• Inappropriate use of plans and overt
resistance to change by individuals
• Too much or not enough detail in planning
activities
• Plans are used to control rather than to
inspire or lead
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21. TYPES OF PLANNING
1. Single use plans : Developed to achieve a
specific end
Plan is dissolved after it ( eg . Programs)
2. Standing plans - Designed for situations
that reoccur – it justify a standardized
approach eg. Policies .
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22. STANDING PLANS…
a. Policies set up boundaries around the decision ,
supplies general limits and direction and explains
what action to be taken
b. Procedures: it’s a chronological steps to be
undertaken to achieve the goal
c. Rules: statement of what should or should not do
in a particular situation
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23. Functional plans- each functional depts.
Organizational plans- by various levels within
the organization —area
• Regional
• Hospital
• PHC
• Each departmental
• Sub departmental
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24. THREE LEVELS OF PLANNING
1.Strategic Planning ( long term) – 1- 10yrs
( by Directors , Head of the departments )
(It is the systematic process of determining
how to pursue the organizations long term
goals with available resources . It support
the mission statement )
2. Intermediate Planning ( 6 months – 2 yrs )
(Midlevel Management – Supervisors,
3. Operational planning ( 1week to one yr)
( Lower level management ( H Nurses, Team leaders)
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25. Planning according to TIME span –
• Short term
• Medium term
• Long term
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26. REASONS OF PLANNING
• Increases the chances of success by
focusing on results – not activities
• Improves decisions – as it forces analytic
thinking and evaluation of alternatives
• Establishes a framework for decision
making that is consistent with the
objectives
• Orients people to action instead of
reaction
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27. Reasons of planning….
• Includes day today and future focused managing
• Helps to avoid crisis management and provides
flexibility in decision making
• Provides the basis for measuring organizational
and individual performance
• Increases employee involvement and improves
communications
• Helps to discover the need for change
• Is cost effective
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29. QUESTIONS ????
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