Exam #1: Chapter 7 - Strategic Planning and Planned Change Flashcards
Planning
- Deciding in advance what to do, who is to do it, how it is to be done, and when it is to be done.
- Is a proactive, deliberate process required of all managers.
-Is a guide for action in reaching a goal and requires flexibility and energy. - Also requires management skills such as data gathering, forecasting, and transforming ideas into action.
Barriers to Identifying Long-Term Needs in Planning include
- Hospital systems filling the gaps in health care
- Value versus volume
- Revenue management versus cost management
- Health-care costs and government regulation
- Rapidly changing technology
- Consumer focus
- Interprofessional collaboration
- Scientific advances
Factors Influencing the Future of Health Care include
- Robotic technology
- Biomechatronics
- Biometrics and smart cards
- Point-of-care testing
- Telehealth and the Internet
- Growing elderly population
- Nursing shortages in acute care hospitals
Reactivists
Plan after a problem exists
Inactivists
Consider the status quo as the stable environment and they spend a great deal of energy preventing change and maintaining conformity
Preactive Planners
Utilize technology to accelerate change are future-oriented
Proactive Planning
- Is always the goal
- Is dynamic and adaptation is considered to be a key requirement because the environment changes so frequently.
- Considers the past, present, and future and attempts to plan the future of an organization rather than react to it.
Forecasting
- Using available historical patterns to assist in planning.
- Examining present clues and projected statistics to determine future needs.
Strategic Planning
- Complex, long range planning (3-10 years), big picture
- Focuses on mission, visions, philosophy and goals r/t external organization environment.
What does SWOT stand for?
S (Strengths) are those internal attributes that help an organization to achieve its objectives
W (Weaknesses) are those internal attributes that challenge an organization in achieving its objectives
O (Opportunities) are external conditions that promote achievement of organization objectives
T (Threats) are external conditions that challenge or threaten the achievement of organizational objectives
Simple Rules for SWOT Analysis
- Be realistic about strengths and weaknesses of your organization
- Be clear about how the present organization differs from what might be possible in the future
- Be specific about what you want to accomplish
- Always apply SWOT in relation to your competitors
- Keep SWOT short and simple
- Remember that SWOT is subjective
Tools for Strategic Planning: Balanced scorecard
- Develop metrics
- Collect data
- Analyze that data from four organizational perspectives: financial, customers, business processes, learning/growth
What are steps for using strategic planning?
- Clearly define the purpose of the organization.
- Establish realistic goals and objectives.
- Identify external constituencies and determine their assessment of the organization’s purposes.
- Clearly communicate the goals to the constituents.
- Develop a sense of ownership of the plan.
- Develop strategies to achieve the goals.
- Ensure that the most effective use is made of resources.
- Provide a base from which progress can be measured.
Strategies for Successful Planning include
- Start planning at the top.
- Keep planning organized, clear, and definite.
- Do not bypass levels of people.
- Have short- and long-range plans and goals.
- Know when to plan and when not to.
- Keep target dates realistic.
- Gather data appropriately.
- Be sure objectives are clear.
- Remember, interpersonal relationships are important.
Principles of Good Planning
- All plans must flow from other plans. Short-range plans must be congruent with long-range plans.
- Planning in all areas of the organization must follow the mission, philosophy, and goals of the overall organization.
- Planning involves the same process regardless of the period involved.
- The length of the plan is determined by what actions are necessary to make the plan successful.
- All planning must include an evaluation step and requires periodic reevaluation and prioritization.
- All people and organizational units affected by a plan should be included in the planning.
Why do plans fail?
- False assumptions
- Not knowing overall goal
- Not enough alternatives
- Inadequate time or other resources
- Low motivation levels
- Sound strategies not used
- Inadequate delegation of authority
- Not recognizing organizational goals and needs
- Planning too narrow in scope—not recognizing community, legal, and licensing requirements