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 It is the process of determining the objectives
of administrative effort and devising the
means calculated to achieve them.
-Millet
 Planning is a comprehensive term and
involves choosing a course of action from
all available alternatives for accomplishing
the desired results which are economical
and certain
Setting goals
and objectives
Laying out plan
of action
Implementation
Review
Feedback
Modifications
Planning is a continuous process, beginning with the
setting of goals and objectives and then laying out a
plan of action to accomplish them, put them into play,
review the process and the outcomes, provide
feedbacks to the personnel, and modify as needed
 Hospital is an institution or the
organization for the treatment, care, and
cure of the sick and wounded, for the
study of disease, and for the training of
physicians (teaching hospitals), nurses,
and allied health care personnel
 The hospital is divided into blocks and
each block is divided into wards/units
 A ward is that area of the hospital where
all amenities- physical, social and
especially medical care-are made
available to facilitate patient’s
treatment and make the patients feel at
home till they are discharged
 In other words, a ward is a temporary
home for the patients admitted there
 A nursing unit is an area in a hospital or
other health care delivery setting where
patients with similar needs are grouped to
facilitate the delivery of care by health
care professionals trained in that specialty
 Typically a Nurse manager/Head
nurse/Assistant nurse supervisor is in-charge
of the unit
As planning is put into action, the
management functions of organizing,
leading, and evaluating are
implemented, making all unit
management functions interdependent
 Planning must focus on purposes. It should
always be based on clearly defined
objectives
 Continuity and flexibility should be
maintained in planning cycle
 Planning should be simple and there should
be provision for proper analysis and
classification of actions
 In planning there should be good harmony
with organization and environment
 Planning is hierarchical in nature and must
have an organizational identification
 Planning should cover the entire setup, all
connected departments, and different
levels of administration, and it should be
balanced
 It should be realistic in its scope and
pinpoints the expected results
 Provision should be made to use available
recourses
 Planning should always be documented
 The implementation of the overall plan for the
nursing department provides for the
establishment of a number of units or
departments, each charged with the
responsibility of accomplishing some portion of
the plan
 Head nurse/Assistant nurse supervisor is in-
charge of a small individual nursing unit. She is
responsible to the director of the nursing
service either directly or through a supervisor.
The director of the nursing service to the
director of the hospital for competent
management of their departments
 There are three other
groups in the line of
responsibility all of which
are directly responsible to
the head nurse
› General staff nurses and
student nurses who gives
bedside care to the
patients
› Nonprofessional workers
(nurse aids, orderlies, and
clerks)
› Housekeeping personnel
 Staff nurses at their level too take part in
the process of planning e.g., daily
planning related to patient care
including history taking, assessment, and
nursing diagnosis.
 Matching people jobs e.g., patient assignment, special
assignment distribution among nurses
 Developing policies and procedures specific to the client’s
cared for e.g., procedure manual
 Identifying training needs e.g., regular ACLS classes
 Preparing and conducting training programs
 Coordinating all patient care activities by coordinated
making of duty roaster, patient assignment and class
arrangements.
 Meeting needs of the patients
 Supervising personnel i.e., nursing as well as non
professional workers under her
 Proper maintenance of records and reports of patients
 Evaluating the planning process and its results
1) Objective formulation and goals
 Objectives are the short statements of
outcome or what must be done
 As a guide of action, objectives must be
specific, informative, and clear enough
to indicate what is to be done
 They may include objectives such as
› To give the highest possible quality of nursing
care
› To assist the physician in the medical care of
patient and to carry out such therapy as is
prescribed
› To promote programs of in-service training; to
provide facilities for the clinical instructions
necessary for the preparation of nurses and of
auxiliary nursing personnel
› To promote and encourage nursing studies
› To evaluate the quality of the services given by
staff nurses
 It is suggested that it will be of great assistance
to her if she does this according to the
functional areas of work. These are three in
number, and may be defined as follows:
› Nursing care: this embraces all activities
necessary to supply total nursing care.
› Organization: these are the activities concerned
with the management of the ward work and the
personnel involved.
› Domestic: these are the activities concerned
with the cleanliness of the ward.
Nursing care: This may be considered under three
main groups:
1. Concerned with the comfort and well being of every patient
i. The kind of reception patient receives
ii. Insistence on careful cleaning and daily dusting and
checking of empty units for condition and completeness of
equipment
iii. Before admission deciding where to place patient
iv. Set the standard for the quality of care given
v. Helping her staff to improve their nursing ability, for seeking
and utilizing their contributions in planning and evaluating
the care of the patient
vi. Look into general comforts of the patient and his/ her
relatives.
Nursing care:
2. Those which are concerned with the carrying-out of
medical treatment
 Review of equipments to determine completeness,
availability for use, cleanliness, safety, and convenience
in placement
 Staff orientation to operation, purpose, and aftercare of
them
 Quantities of supplies on hand
 Supervision to assure specific and intended use of
equipments
 Convenient and easy access of them
 Provision for ordering on an emergency basis
Nursing care:
3. Those which are concerned with education
The head nurse in a hospital where student nurse
receives their education has responsibilities in addition
to the other administrative duties
› orientation programme for new nursing staff, student nurse
and domestic staff
› Participation in ward teaching
› In-service education of nursing personnel
› Assignment of duties
› Keeping her knowledge up-to-date
› Supervision
› Ensuring good quality nursing care
 Organization: these are the activities
concerned with the management of the
ward work and the personnel involved
› Clear and accurate orders, reports, and
records
› Periodical check of all stocks and supplies
› Availability of adequate staff in each shift
› Changing the staff of a ward
› leaves or clinical offs
› Celebrations in ward
 Domestic: these are the activities
concerned with the cleanliness of the ward.
e.g., to see the safety and general
cleanliness of the department.
› Fumigation
› Sweeping
› Dusting
› Washing
› Washing of the sanitary annexes (slippers in OT,
sputum mugs, hand basins, cupboards etc)
› Disposal of biohazards
Once the objective is clear, there is need to
assess the resources available to reach the
goal. The factors which the head nurse has
to consider are
› The rate of turnover of the patient
› The total number of patients to be nursed
› The physical dependency of the patient
› The total nursing needs of the patients
› Patient assignment method
› The physical facilities, equipment, and supplies in
hand and needed
› The amount of experience and teaching that
staff has receives
This can be achieved by conducting
routine ward rounds and conducting
clinical rounds with doctors
 With these factors thoroughly
investigated, the head nurse is in a
position to estimate the demands, in
terms of ward personnel and material
required for their efficient working
 Intradepartmental reports
› All preoperative and post operative patients
› All admissions, discharges, transfers and deaths
› All acutely ill patients
› All patients on critical list
› All emergencies
› All depressed and suicidal patients
 Interdepartmental reports
› Daily census report
› Medication, special equipment and supply
register
› Patient’s list
Nursing cost per bed
Reported incidences
of violence
against nurse
Nursing staff per bed and
number of reported
patient accidents
 Premises refer to the factors in the
environment that affect the
achievement of goals. They are
assumptions about the future or
understanding of the expected situation
› Emergency treatments
› Disaster planning
› Undue delays
 For the effective implementation of the
program, the subordinates’ participation
has been found to be extremely essential
 Plans must be communicated for increasing
their understanding of the proposed action
and for enlisting their cooperation in the
proper implementation of plan
 This is done to avoid confusions and help
in planning evaluation
› Writing the staff register (Monthly or weekly
duty roaster, days of indents, list of
fumigation days in a given year)
› Maintaining the stock register
› Formulating the protocols
 Programming and implementation are
the key steps in the planning process.
Here, the special attention is needed to
the use of strategy
 Strategy means a set of decisions taken
to achieve the objectives
 Since all pertinent facts are not available in
most planning activities and since some
guess work is inevitable, there should be a
prior provision for following up the proposed
program when it is put into action
 Regular feedback both the way of written
records and reports and by direct
observation
 Regular and surprised Supervision of patient
care and staff as well
 Investigate complaints if any
 Evaluation is measuring what has been
done what has been planned to do. Any
deviation and lacunae have to be
explained and necessary action has to
be initiated to correct deviations
 A group of people living in the same
locality and under the same government
having common cultural, religious,
ethnic, or other characteristics
 It a field of nursing that is a blend of
primary health care and nursing practice
with public. The community health nurse
conducts a continuing and
comprehensive practice that is
preventive, curative, and rehabilitative.
Community health nursing has a responsibility to
participate in the total community health
program and to coordinate nursing plans with
those of all other community health services.
› It should be based on human needs
› Should take account of cultural and social
factors
› Planning should be realistically related to present
facilities and personnel and to those expected in
the “foreseeable future”
› The size and composition of staff needed to
carry out an adequate community health
nursing program must be determined within
each state in relation to local situations
› Assignment of staff should provide for utilization
of every worker at her/his highest level of skill
› Provision should be made to assure adequate
professional nursing direction of community
health nursing practice
› Authority should be delegated so that decisions
are made as close to the field of action as is
consistent with competence to make the
judgment
› The staff should be organized so as to provide
generalized family nursing services
 Community health nurses need to understand the
system where she is working, consisting of other
health care workers, community and higher
authorities
 It involves the collection, assessment and
interpretation of information. The steps also involves
the analysis and projection of health situation and
identifying problems
› population characteristics
› health statistics
› health care facilities
› health manpower
› training facilities
› Knowledge
› attitude belief and health practices
 Maternal and child health
 Family welfare
 Immunization
 Diarrhea control
 Control of communicable
diseases
 They include
› Provision for health counseling to the individual,
families, and community groups
› Provision of nursing care when necessary and
teaching and supervision of nursing care
provided
› Promotion of environmental sanitation
› Conduction of educational programmes for
nurses, other professionals, and members of the
community
› Reducing prevalence of anaemia by 25%
and moderate and severe anemia by50% in
children
 The resources include manpower, i.e.,
staff strength, money and material.
STAFF FOR SUB - CENTRE
Number of Posts
1. Health Worker (Female)/ANM : 1
2.Health Worker (Male) : 1
3.Voluntary Worker /ASHA : 1
Total: : 3
1. Medical Officer: 1
2. Pharmacist : 1
3. Nurse Mid-wife
(Staff Nurse) : 1
4. Health Worker
(Female)/ANM : 1
5. Health Educator: 1
6. Health Assistant
(Male) : 1
1. Health Assistant
(Female)/LHV :1
2. Upper Division Clerk:1
3. Lower Division Clerk:1
4. Laboratory Technician
:1
5. Driver (Subject to
availability of Vehicle:1
6. Class IV :4
Total :15
 Procedure manuals compiled and kept
current through group action include those
for nursing procedures, standing orders, and
administrative policies
 Adequate records and reports must be
kept to assist the individual staff members in
planning their work and to serve as tool in
the evaluation of the programme
 Priorities must also be fixed according to
financial constraints and magnitude of
problem
 The public health nursing administrator
co-operates with recruitment
programmes and has the responsibility
for selecting and placing the necessary
staff.
 In her budget request to the director, the
nursing administrator makes the provision
for the equipment and supplies
necessary for carrying out nursing
activities
 To ensure the effectiveness of the
service, the administrator of public
health nursing reviews programme
activities of the agency and health
needs of the community.
 Lack of accurate information
 Time consuming process
 Expensive
 Inflexibility
 Resistance to change
 Environmental constraints
 Lack of ability and commitment
 False sense of security
 Reluctance to established goals
 Planning is the key element in nursing that gives
it direction, cohesion, and thrust
 It causes all nursing personnel to focus on goals
and objectives and stimulates their motivation
 Through the planning process, nurse managers
select and retain the elements of the past and
present plans that work. They focus on the
future, and they implement and evaluate
 Through planning they successfully manage
nursing personnel and material resources to
achieve the objective of the nursing enterprise
 Swansburg R. C. Introduction to Nursing
Management and Leadership for Nurse Managers.
3rd edition. Jones and Barlett Publisher, Sudbury 2002:
58-76.
 Basvanthapa BT. Nursing administration. 1st edition,
Jaypee brothers medical publishers: New Delhi 2004:
120-134.
 Goddard H. A. Principles of administration applied
to nursing service. 3rd impression. World health
organization 1958:20-38.
 Barabas M. H. Contemporary Head Nursing. The
Macmillan Company, New York 1962:31-72
 Margret, Scales. Handbook for ward sister.
1958:201-226.

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Planning of Nursing Unit

  • 1.
  • 2.  It is the process of determining the objectives of administrative effort and devising the means calculated to achieve them. -Millet  Planning is a comprehensive term and involves choosing a course of action from all available alternatives for accomplishing the desired results which are economical and certain
  • 3. Setting goals and objectives Laying out plan of action Implementation Review Feedback Modifications Planning is a continuous process, beginning with the setting of goals and objectives and then laying out a plan of action to accomplish them, put them into play, review the process and the outcomes, provide feedbacks to the personnel, and modify as needed
  • 4.  Hospital is an institution or the organization for the treatment, care, and cure of the sick and wounded, for the study of disease, and for the training of physicians (teaching hospitals), nurses, and allied health care personnel  The hospital is divided into blocks and each block is divided into wards/units
  • 5.
  • 6.  A ward is that area of the hospital where all amenities- physical, social and especially medical care-are made available to facilitate patient’s treatment and make the patients feel at home till they are discharged  In other words, a ward is a temporary home for the patients admitted there
  • 7.  A nursing unit is an area in a hospital or other health care delivery setting where patients with similar needs are grouped to facilitate the delivery of care by health care professionals trained in that specialty  Typically a Nurse manager/Head nurse/Assistant nurse supervisor is in-charge of the unit
  • 8. As planning is put into action, the management functions of organizing, leading, and evaluating are implemented, making all unit management functions interdependent
  • 9.  Planning must focus on purposes. It should always be based on clearly defined objectives  Continuity and flexibility should be maintained in planning cycle  Planning should be simple and there should be provision for proper analysis and classification of actions  In planning there should be good harmony with organization and environment
  • 10.  Planning is hierarchical in nature and must have an organizational identification  Planning should cover the entire setup, all connected departments, and different levels of administration, and it should be balanced  It should be realistic in its scope and pinpoints the expected results  Provision should be made to use available recourses  Planning should always be documented
  • 11.  The implementation of the overall plan for the nursing department provides for the establishment of a number of units or departments, each charged with the responsibility of accomplishing some portion of the plan  Head nurse/Assistant nurse supervisor is in- charge of a small individual nursing unit. She is responsible to the director of the nursing service either directly or through a supervisor. The director of the nursing service to the director of the hospital for competent management of their departments
  • 12.  There are three other groups in the line of responsibility all of which are directly responsible to the head nurse › General staff nurses and student nurses who gives bedside care to the patients › Nonprofessional workers (nurse aids, orderlies, and clerks) › Housekeeping personnel
  • 13.  Staff nurses at their level too take part in the process of planning e.g., daily planning related to patient care including history taking, assessment, and nursing diagnosis.
  • 14.  Matching people jobs e.g., patient assignment, special assignment distribution among nurses  Developing policies and procedures specific to the client’s cared for e.g., procedure manual  Identifying training needs e.g., regular ACLS classes  Preparing and conducting training programs  Coordinating all patient care activities by coordinated making of duty roaster, patient assignment and class arrangements.  Meeting needs of the patients  Supervising personnel i.e., nursing as well as non professional workers under her  Proper maintenance of records and reports of patients  Evaluating the planning process and its results
  • 15. 1) Objective formulation and goals  Objectives are the short statements of outcome or what must be done  As a guide of action, objectives must be specific, informative, and clear enough to indicate what is to be done
  • 16.  They may include objectives such as › To give the highest possible quality of nursing care › To assist the physician in the medical care of patient and to carry out such therapy as is prescribed › To promote programs of in-service training; to provide facilities for the clinical instructions necessary for the preparation of nurses and of auxiliary nursing personnel › To promote and encourage nursing studies › To evaluate the quality of the services given by staff nurses
  • 17.  It is suggested that it will be of great assistance to her if she does this according to the functional areas of work. These are three in number, and may be defined as follows: › Nursing care: this embraces all activities necessary to supply total nursing care. › Organization: these are the activities concerned with the management of the ward work and the personnel involved. › Domestic: these are the activities concerned with the cleanliness of the ward.
  • 18. Nursing care: This may be considered under three main groups: 1. Concerned with the comfort and well being of every patient i. The kind of reception patient receives ii. Insistence on careful cleaning and daily dusting and checking of empty units for condition and completeness of equipment iii. Before admission deciding where to place patient iv. Set the standard for the quality of care given v. Helping her staff to improve their nursing ability, for seeking and utilizing their contributions in planning and evaluating the care of the patient vi. Look into general comforts of the patient and his/ her relatives.
  • 19. Nursing care: 2. Those which are concerned with the carrying-out of medical treatment  Review of equipments to determine completeness, availability for use, cleanliness, safety, and convenience in placement  Staff orientation to operation, purpose, and aftercare of them  Quantities of supplies on hand  Supervision to assure specific and intended use of equipments  Convenient and easy access of them  Provision for ordering on an emergency basis
  • 20. Nursing care: 3. Those which are concerned with education The head nurse in a hospital where student nurse receives their education has responsibilities in addition to the other administrative duties › orientation programme for new nursing staff, student nurse and domestic staff › Participation in ward teaching › In-service education of nursing personnel › Assignment of duties › Keeping her knowledge up-to-date › Supervision › Ensuring good quality nursing care
  • 21.  Organization: these are the activities concerned with the management of the ward work and the personnel involved › Clear and accurate orders, reports, and records › Periodical check of all stocks and supplies › Availability of adequate staff in each shift › Changing the staff of a ward › leaves or clinical offs › Celebrations in ward
  • 22.  Domestic: these are the activities concerned with the cleanliness of the ward. e.g., to see the safety and general cleanliness of the department. › Fumigation › Sweeping › Dusting › Washing › Washing of the sanitary annexes (slippers in OT, sputum mugs, hand basins, cupboards etc) › Disposal of biohazards
  • 23. Once the objective is clear, there is need to assess the resources available to reach the goal. The factors which the head nurse has to consider are › The rate of turnover of the patient › The total number of patients to be nursed › The physical dependency of the patient › The total nursing needs of the patients › Patient assignment method › The physical facilities, equipment, and supplies in hand and needed › The amount of experience and teaching that staff has receives
  • 24. This can be achieved by conducting routine ward rounds and conducting clinical rounds with doctors  With these factors thoroughly investigated, the head nurse is in a position to estimate the demands, in terms of ward personnel and material required for their efficient working
  • 25.  Intradepartmental reports › All preoperative and post operative patients › All admissions, discharges, transfers and deaths › All acutely ill patients › All patients on critical list › All emergencies › All depressed and suicidal patients  Interdepartmental reports › Daily census report › Medication, special equipment and supply register › Patient’s list
  • 26. Nursing cost per bed Reported incidences of violence against nurse Nursing staff per bed and number of reported patient accidents
  • 27.  Premises refer to the factors in the environment that affect the achievement of goals. They are assumptions about the future or understanding of the expected situation › Emergency treatments › Disaster planning › Undue delays
  • 28.  For the effective implementation of the program, the subordinates’ participation has been found to be extremely essential  Plans must be communicated for increasing their understanding of the proposed action and for enlisting their cooperation in the proper implementation of plan
  • 29.  This is done to avoid confusions and help in planning evaluation › Writing the staff register (Monthly or weekly duty roaster, days of indents, list of fumigation days in a given year) › Maintaining the stock register › Formulating the protocols
  • 30.  Programming and implementation are the key steps in the planning process. Here, the special attention is needed to the use of strategy  Strategy means a set of decisions taken to achieve the objectives
  • 31.  Since all pertinent facts are not available in most planning activities and since some guess work is inevitable, there should be a prior provision for following up the proposed program when it is put into action  Regular feedback both the way of written records and reports and by direct observation  Regular and surprised Supervision of patient care and staff as well  Investigate complaints if any
  • 32.  Evaluation is measuring what has been done what has been planned to do. Any deviation and lacunae have to be explained and necessary action has to be initiated to correct deviations
  • 33.  A group of people living in the same locality and under the same government having common cultural, religious, ethnic, or other characteristics
  • 34.  It a field of nursing that is a blend of primary health care and nursing practice with public. The community health nurse conducts a continuing and comprehensive practice that is preventive, curative, and rehabilitative.
  • 35. Community health nursing has a responsibility to participate in the total community health program and to coordinate nursing plans with those of all other community health services. › It should be based on human needs › Should take account of cultural and social factors › Planning should be realistically related to present facilities and personnel and to those expected in the “foreseeable future” › The size and composition of staff needed to carry out an adequate community health nursing program must be determined within each state in relation to local situations
  • 36. › Assignment of staff should provide for utilization of every worker at her/his highest level of skill › Provision should be made to assure adequate professional nursing direction of community health nursing practice › Authority should be delegated so that decisions are made as close to the field of action as is consistent with competence to make the judgment › The staff should be organized so as to provide generalized family nursing services
  • 37.
  • 38.  Community health nurses need to understand the system where she is working, consisting of other health care workers, community and higher authorities  It involves the collection, assessment and interpretation of information. The steps also involves the analysis and projection of health situation and identifying problems › population characteristics › health statistics › health care facilities › health manpower › training facilities › Knowledge › attitude belief and health practices
  • 39.  Maternal and child health  Family welfare  Immunization  Diarrhea control  Control of communicable diseases
  • 40.  They include › Provision for health counseling to the individual, families, and community groups › Provision of nursing care when necessary and teaching and supervision of nursing care provided › Promotion of environmental sanitation › Conduction of educational programmes for nurses, other professionals, and members of the community › Reducing prevalence of anaemia by 25% and moderate and severe anemia by50% in children
  • 41.  The resources include manpower, i.e., staff strength, money and material. STAFF FOR SUB - CENTRE Number of Posts 1. Health Worker (Female)/ANM : 1 2.Health Worker (Male) : 1 3.Voluntary Worker /ASHA : 1 Total: : 3
  • 42. 1. Medical Officer: 1 2. Pharmacist : 1 3. Nurse Mid-wife (Staff Nurse) : 1 4. Health Worker (Female)/ANM : 1 5. Health Educator: 1 6. Health Assistant (Male) : 1 1. Health Assistant (Female)/LHV :1 2. Upper Division Clerk:1 3. Lower Division Clerk:1 4. Laboratory Technician :1 5. Driver (Subject to availability of Vehicle:1 6. Class IV :4 Total :15
  • 43.  Procedure manuals compiled and kept current through group action include those for nursing procedures, standing orders, and administrative policies  Adequate records and reports must be kept to assist the individual staff members in planning their work and to serve as tool in the evaluation of the programme  Priorities must also be fixed according to financial constraints and magnitude of problem
  • 44.  The public health nursing administrator co-operates with recruitment programmes and has the responsibility for selecting and placing the necessary staff.
  • 45.  In her budget request to the director, the nursing administrator makes the provision for the equipment and supplies necessary for carrying out nursing activities
  • 46.  To ensure the effectiveness of the service, the administrator of public health nursing reviews programme activities of the agency and health needs of the community.
  • 47.  Lack of accurate information  Time consuming process  Expensive  Inflexibility  Resistance to change  Environmental constraints  Lack of ability and commitment  False sense of security  Reluctance to established goals
  • 48.  Planning is the key element in nursing that gives it direction, cohesion, and thrust  It causes all nursing personnel to focus on goals and objectives and stimulates their motivation  Through the planning process, nurse managers select and retain the elements of the past and present plans that work. They focus on the future, and they implement and evaluate  Through planning they successfully manage nursing personnel and material resources to achieve the objective of the nursing enterprise
  • 49.
  • 50.  Swansburg R. C. Introduction to Nursing Management and Leadership for Nurse Managers. 3rd edition. Jones and Barlett Publisher, Sudbury 2002: 58-76.  Basvanthapa BT. Nursing administration. 1st edition, Jaypee brothers medical publishers: New Delhi 2004: 120-134.  Goddard H. A. Principles of administration applied to nursing service. 3rd impression. World health organization 1958:20-38.  Barabas M. H. Contemporary Head Nursing. The Macmillan Company, New York 1962:31-72  Margret, Scales. Handbook for ward sister. 1958:201-226.