Chapter 9. Strategic Planning and Organizing Patient Care.

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Chapter 9. Strategic Planning and Organizing Patient Care.
Nursing Leadership &
Management
Patricia Kelly-Heidenthal
0-7668-2508-6
Delmar Learning
Copyright © 2003 Delmar Learning, a Thomson Learning company
Chapter 9
Strategic Planning and
Organizing Patient Care
Delmar Learning
Copyright © 2003 Delmar Learning, a Thomson Learning company
Objectives

Upon completion of this chapter, the reader should be
able to:
• Describe the importance of an organization’s mission and
philosophy and the impact of these on the structure and
behavior of the organization.
• Define the purpose and identify the steps in the strategic
planning process.
• Be able to articulate the importance of aligning the
organization’s strategic vision both with its own mission,
philosophy, and values, and also with the goals and values
of the communities served by the organization.
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Objectives
• Have a basic understanding of common organizational
structures and a framework for examining the purposes and
the advantages and disadvantages of each.
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Organizational Purpose, Mission,
Philosophy, Values
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Mission statement: a formal expression of the purpose
or reason for existence of the organization
Philosophy: a value statement of the principles and
beliefs that direct the organization’s behavior
Values: may be formally stated and explicit, or may be
implicit and part of the organizational culture
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Strategic Planning

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A strategic plan is the sum total or outcome of the
processes by which an organization engages in
environmental analysis, goal formulation, and strategy
development with the purpose of organizational
growth and renewal.
Provides unified vision and goals for the organization
Helps ensure that the needed resources are available to
carry out initiatives
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Steps in Strategic Planning Process:
Environmental Analysis
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Requires a broad view of the organization’s current
environment
Need for both internal and external environmental
appraisal
• External environmental assessment: broad-based; attempts
to view trends and future issues and needs that could impact
the organization
• Internal assessment: seeks to inventory the organization’s
assets and liabilities
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Steps in Strategic Planning Process:
SWOT Analysis
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S – Strengths
W – Weaknesses
O – Opportunities
T – Threats
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Steps in Strategic Planning Process:
Community and Stakeholder Assessment

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A stakeholder is any person, group, or organization
that has a vested interest in the program or project
under review.
Stakeholder assessment is a systematic consideration
of all potential stakeholders to ensure that the needs of
each of these stakeholders are incorporated in the
planning phase.
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Steps in Strategic Planning Process:
Community and Stakeholder Assessment
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Importance of stakeholder involvement
Consequences of stakeholder noninvolvement
• No sense of ownership or buy-in
• Little or no enthusiasm for project, program, or strategic
goals
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Steps in Strategic Planning Process:
Other Methods of Assessment

Surveys/questionnaires
• Used when large numbers of stakeholders and general idea
of the options are available

Focus groups/interviews
• Focus groups: small groups of individuals with a common
characteristic who meet in a group and respond to questions
about a topic
• Time-consuming and expensive to conduct
• Work best when the topic is broad and the options are not as
clear
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Steps in Strategic Planning Process:
Other Methods of Assessment

Advisory board
• Benefits large projects
• Board members come from various constituencies affected
by project
• Has no formal authority, but reviews plan and makes
recommendations
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Steps in Strategic Planning Process:
Other Methods of Assessment

Review of literature related to identified programs
• Allows project team to identify similar programs, their
structures and organization, potential problems and pitfalls,
and successes
• Ongoing process; programs tentatively identified, literature
searched for successes and issues, program ideas then
refined
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Steps in Strategic Planning Process

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Identify best practices or strategic innovations that
have been adopted with success by other
organizations.
Verify existence of available evidence and guidelines.
This ensures that the proposed program is grounded or
based on the best available evidence.
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Steps in Strategic Planning Process
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Identify relationship to organization mission.
Identify and prioritize planning goals and objectives.
Identify time line with responsibilities.
Develop marketing plan.
Write and communicate business plan or strategic plan
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Organizational Structure
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Based on various characteristics
Example: type of authority
•
•
•
•
Bureaucratic
Authoritarian
Democratic
Participative
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Purpose of Organizational Structure

The primary purpose of an organizational structure is
to facilitate the accomplishment of the institution’s
mission.
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Types of Structures
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Hierarchical or classic bureaucratic
Matrix
Flat versus tall
Decentralized versus centralized
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Other Characteristics to Use as a
Framework
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Division of labor
Roles and responsibilities
Reporting relationships
Basis for division of labor
Function
Geographic area
Product or service
Primary nursing
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Factors Influencing Organizational
Structures
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Environmental changes
Technology
Sociocultural environment
Size
Repetitiveness of tasks
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Trends in Organizations
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Reengineering
Project management
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