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Health Management and Planning

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What You Will Learn

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    Introduction

    • Management is the attainment of organizational goals in an effective and efficient manner through planning, organizing, staffing, directing and controlling organizational resources.
    • Organizational resources include men (human beings), money, machines and materials.

    Other definitions of management

    • Louis E Boone & David L Kurtz- The use of people and other resources to accomplish objectives.
    • Mary Parker Follet- the act of getting things done through people.
    • Frederick Taylor defines Management as the art of knowing what you want to do in the best and cheapest way.

    Types of Managerial Decisions

    • Programmed
    • Nonprogrammed
    • Mechanistic-It is one that is routine and repetitive in nature
    • Analytical-It involves a problem with a larger number of decision variables
    • Judgmental-It involves a problem with a limited number of decision variables, but the outcomes of decision alternatives are unknown
    • Adaptive-It involves a problem with a large number of decision variables, where outcomes are not predictable

    Functions of management

    • Planning
    • Organizing
    • Staffing
    • Directing
    • Controlling

    • A plan is a course of action one intends to follow to solve a problem. It ensures that objectives are set to deal with problems and to make best use of available resources.
    • A plan also provides the opportunity to consider all the options available for the performance of tasks in response to needs.
    • Planning is determining the objectives and formulating the methods to achieve them. It is more simply said than done. A job well planned is half done.
    • During planning one needs to ask oneself the following:
      • What am I trying to accomplish i.e. what is my objective?
      • What resources do I have and do I need to accomplish the same?
      • What are the methods and means to achieve the objectives?
      • Is this the optimal path?

    Planning as continuous process

    • Planning is a continuous learning process.
    • Aims need to be constantly reviewed as;
      • The pattern of health problems changes
      • Opportunities arises for more effective use of resources and
      • The focus of priorities and policy moves.

    Focus of planning

    Planning may focus on achieving changes in

    • The characteristics of individuals (such as knowledge, attitudes, health risk behaviour / practices and health status).
    • The characteristics of groups or organizations (such as cost, availability and quality of services)
    • The physical, economic, legal and social characteristics of the environments in which people work or live.

    Principles of planning

    • Take Time to Plan
    • Planning can be Top to Down or Bottom to Top
    • Involve and Communicate with all those Concerned
    • Plans must be Flexible and Dynamic
    • Evaluate and Revise

    Key questions in effective planning

    • Where are we now? – Assessment of the current status.
    • Where do we want to go? – Identification of the desired sate in the future (Priorities, Goals, Targets, Decisions).
    • How will we get there? – Specification of interventions and other activities that will affect the necessary changes to achieve the new desired state (Organization and Management).
    • How will we know when we arrive? (Evaluation).
    Health planning and implementation cycle.

    Situation analysis

    • This is recognizing the problems and the need for action.
    • It is like making a community diagnosis.
    • In this stage of planning, the following are assessed:
      • Health problems
      • Heath care problems
      • Health care and resources costs
      • Community characteristics and the opportunities

    Priority setting, goals, targets

    • This involves
      • Recognizing health priorities
      • Setting key targets for action
      • Identifying tasks to be done and
      • Gathering experience from other projects
    • Necessary information obtained by collecting and analysing data.
    • Identifying the desired future state is largely a matter of values and determining what should be done to effect the desired changes.
    • Requires expert knowledge of how organizations and health care systems operate and in-depth understanding of a community’s values, beliefs, politics and particular patterns of interaction.

    Implementation

    The implementation stage will involve:

    • Matching tasks to the staff and resources available
    • Setting up organization
    • Training and
    • Supervision

    Evaluation

    • Review your plan if your goal and objective is achieve
    • Re plan if necessary

    Classification of types of planning

    • Based on time period: Daily, weekly monthly, annual etc.
    • Based on level of Management
    • Based on Events/ Managerial: Policy, programme, procedure, Budget
    • Based on target – community, population, institutions, organization etc.

    Types of planning

    • Population based planning – attempts to study the entire population of a designated region to specify changes in existing resources needed to meet the health service requirement of that population.
    • Institution based planning – involves determining what types and levels of service the institution (such as hospital, health maintenance organization or neighbourhood center) needs to accomplish its defined mission, and then proceeding to market services to the required client.
    • Program planning – is quite common and incorporates aspects of the other types of planning (e.g. AIDS prevention education, Guinea worm eradication, Polio eradication, etc.)
    • Strategic plan – long term (Top management)
    • Tactical plan – mid-term (mid management)
    • Operation plan – short term (operational level)
    • Rolling plan
    • Annual plan
    • Policies-general statement or understanding which guide or channel thinking in decision making
    • Programs-comprehensive plan that includes future use of different resources
    • Procedures-states a series of related steps or tasks to be performed in a sequential way
    • Budgets-statement of expected results expressed in numerical terms

    Program planning

    • Health programme include
      • Communicable Diseases e.g. Malaria, TB,
      • NCD— Hypertension, DM
      • Cancers
      • Prevention
      • Program planning– is quite common and incorporates aspects of the other types of planning (e.g. AIDS prevention education, Guinea worm eradication, Polio eradication, etc.)

    Essential components of Health Program Plans

    1. Statement of goals – broad statements that define what the health program is expected to accomplish.
    2. Objectives – specific statements of activities and outcomes needed to reach a goal including time frame, a strong verb, a single purpose and a single result or end product.
    3. Methods and activities – the means through which the changes will be made. Activities describe the specific things that will be done to implement the change. Methods identify the vehicle for change – mass media, regulatory legislations etc.
    4. Resources and constraints – resources that are available that will be used to bring about a change while constraints are forces expected to work against the program.
    5. Implementation plan – procedures for introducing the program to the target group.
    6. Evaluation plan – procedures for the collection and analysis of information to determine program performance.

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