Lecture 19 Operational planning

Question 1

Mission statement

Answer 1

Brief statement identifying the reason that an organization exists, the organization’s constituency, and the organization’s position regarding ethics, principles, and standards of practice; also called a purpose statement.

Question 2

Philosophy

Answer 2

A statement of the values and beliefs that guide an organization; provides the basic foundation for directing all planning to achieve the mission.

Question 3

Goals

Answer 3

Desired results toward which effort is directed; the aim of the philosophy.

Question 4

Objectives

Answer 4

1. Explicit, measurable, observable or retrievable, and obtainable measures that detail how and when goals are to be accomplished.
2. Should be stated in behavioral terms and identify positive rather than negative outcomes.

Question 5

Policies

Answer 5

1. Plans reduced to statements or instructions that set boundaries for action taking and decision making.
2. Explicit policies - expressed verbally and in writing.
3. Implied policies - develop over time and follow a precedent; neither written nor verbally expressed.

Question 6

Procedures

Answer 6

Plans that establish customary or acceptable ways of accomplishing a specific task and delineate a sequence of steps of required action.

Question 7

Rules

Answer 7

1. Plans that define acceptable actions, omissions, or choices.
2. There should be as few as possible, and they must be enforced to keep morale up and to promote organizational structure.

Question 8

Strategic plans

Answer 8

Complex organizational plans that involve a long period - usually 3 to 10 years. Strategic planning forecasts the future success of an organization by matching and aligning an organization’s capabilities with its external opportunities.

Question 9

Components of the management process

Answer 9

1. Planning - determining philosophy, goals, objectives, policies, procedures, and rules.
2. Organizing - establishing the structure to carry out plans, determining the most appropriate type of patient care delivery, and grouping activities to meet unit goals.
3. Staffing - recruiting, interviewing, hiring, orienting, and scheduling staff.
4. Directing - motivating, managing conflict, delegating, communicating, and facilitating collaboration.
5. Controlling - performance appraisals, fiscal accountability, legal and ethical control, and quality control.

Question 10

A SWOT analysis is an identification of _

Answer 10

1. Strengths.
2. Weaknesses.
3. Opportunities.
4. Threats.

Question 11

Balanced Scorecard

Answer 11

A performance measurement tool that collects data and analyzes that data from four organizational perspectives: (1) Financial; (2) customers; (3) internal business processes; and (4) learning and growth.

Question 12

Planning that occurs after a problem exists is termed _

Answer 12

Reactive planning.

Question 13

_ describes adherence to the status quo, preventing change, and maintaining conformity.

Answer 13

Inactivism.

Question 14

Planning that is future-oriented and uses technology to accelerate change is called _

Answer 14

Preactivism.

Question 15

Planning that considers the past, present, and future and attempts to plan the future of the organization is called _

Answer 15

Proactive planning.

Question 16

_ is considered to be a key requirement of proactive planning, because the environment changes so frequently.

Answer 16

Adaptability.

Question 17

A classic example of a strategic plan is _

Answer 17

A budget.

Question 18

Strengths

Answer 18

Internal attributes that assist an organization in achieving its objectives.

Question 19

Weaknesses

Answer 19

Internal attributes that challenge an organization in achieving its objectives.

Question 20

Opportunities

Answer 20

External conditions that promote achievement of organizational objectives.

Question 21

Threats

Answer 21

External conditions that challenge or threaten the achievement of organizational objectives.

Question 22

The planning hierarchy (pyramid) from top to bottom

Answer 22

*Higher levels influence lower levels*:
Mission
Philosophy
Goals
Objectives
Policies
Procedures
Rules

Question 23

Vision statement

Answer 23

Statement outlining the future aim or function of an organization.

Question 24

Values

Answer 24

Beliefs that guide behavior.

Question 25

_ constitute the least flexible type of planning.

Answer 25

Rules.