Republic of the Philippines

UNIVERSITY OF NORTHERN PHILIPPINES

Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

Module 3
Planning and Organizing Management Processes

Module Description: This module presents the meaning of planning and organizing, and
their importance to nursing management. It deals with the nature, purpose, types and scope of
planning, budgeting, decision making and organizing.

Learning Outcomes:

The nursing student will be able to:

1. Determine the health planning models appropriate to target clientele (individuals, family,
population, groups and community.
2. Use appropriate strategies/ approaches to plan community health programs and nursing
service.
3. Conduct collection and analysis of data with the team members based on the agreed plan.
4. Develop a personal philosophy and career goals as a professional nurse.
5. Ensure adequate resources to effectively implement programs/ services based on
requirements, ratio and standards.
6. Organize own workload demonstrating time management skills for meeting responsibilities
and achieving outcomes.
7. Determine resources available for networking, linkage building, and referral necessary for
improving delivery of health services.
8. Mobilize resources for effective program implementation/ service delivery.

Activity: 1.Make an assessment of one nursing station where you were affiliated,
identify the strengths, weaknesses, opportunities and threats.
2. Draw an organizational chart how the nursing personnel are organized.
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

3. Determine the classification of your affiliating agencies and its bed occupancy.
4. Determine the staffing needs of at least 2 agencies where you last affiliated.

Lesson 1.

PLANNING
I. Planning – is deciding in advance what to do, how to perform a particular task, when to perform
it, and who is to do it. Good planning involves a continuous process of assessment, establishment
of goals and objectives, implementation and evaluation of change as new facts become known.
Poor planning is the failure to set goals, make assessments or provide implementation or to
anticipate any possible change.
Indicators of poor planning
▪ Delivery dates are not met

▪ Machines are idle

▪ Material is wasted

▪ Some nurses are overworked, others are underworked

▪ Skilled nurses doing unskilled work

▪ Nurses are fumbling on jobs for which they have not been trained

▪ There is quarreling, bickering, buck-passing, and confusion

A plan is a living document which can be changed on the prevailing circumstances. A

predetermined course of action intended to facilitate the accomplishment of a
task,work or mission.

“Failing to plan is planning to fail”

Characteristics of a plan

● what activity we expect to do, why & where it will be done

 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

● When we expect to do it, how it will be done

● Who is going to do it

Types of Plans
1. Strategic Plans- “what are the right things to do”.
⮚ Usually around 3-5 years, long-term in nature

⮚ Based on explicit assessments of the

competitive strengths and weaknesses
of the organization
⮚ Usually prepared in the upper
levels of management
The internal weaknesses or strengths of a health care organization may include the
following:
● Expertise of nursing and medical personnel staff

● Qualifications

● Over or understaffed

● Financial status

● Quality of patient care

● Abundance or scarcity of medical equipment and supplies,etc.

Threats may be:

● Competition

● Decrease in patient load

● Shortage of nurses and other personnel

● Low patient satisfaction

 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

● Increase in charges

● Legal threats
Opportunities would include:
● Improved or new facilities

● Recruitment of medical and nursing personnel

● Referrals

● New health care programs

● others

2. Operating Plans –“ how does one do things right”

⮚ pertain to activities/techniques in specific departments of an organization

⮚ generally shorter in time frame (1 year), day to day maintenance activites

⮚ usually involve the middle and lower level managers

⮚ in conjunction with the budget

3. Continuous or Rolling /Unit Plans
⮚ Similar to operating plans,mapping out the day- to –day activities

⮚ Task of the staff nurse who has to devise and implement the NCP for the patients

⮚ Altering and modifying the plan as necessary.

Scope of Planning
1. Forecasting or estimating the future
Forecast shd. be supported with facts, reasonable estimates and accurate reflection of
policies and plans.
2. Setting objectives and goals and determine besults desired
3. Developing strategies and setting the time frame
4. Preparing the budget and allocation of resources, and
5. Establishing policies, procedures and standards
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

Lesson 2. BUDGETING – (Fiscal Planning)

❖ systematic financial translation of plan, the allocation of scarce resources on
the basis of forecasted needs for proposed activities over a specified period of
time.
❖ A tool for planning, monitoring and controlling cost and meeting expenses

❖ A nursing budget allocates resources & ng. programs to deliver patient care
during a fiscal year
❖ A hospital budget to meet future service expectations, to provide quality care at
minimum cost
❖ A budget plan a plan for future activities, generally consists of four components:
1. Revenue budget – summarizing the income mgt. expects to
generate during the planning period.
2. Expense budget – describing expected activity in operational
financial terms for a given period of time
3. Capital budget – outlines the programmed acquisitions, disposals &
improvements in the institution’s physical capacity
4. Cash budget – consists of money received , cash receipts, and
disbursements Patient

Types of Budgeting

▪ Centralized budget – developed and imposed by the comptroller, administrator,

and/or director of nursing with little to no consultation with lower level
managers.
▪ Decentralized budget – the middle level manager involved in the planning and
budgeting process with ARA placed on the practitioner level.

Components of Total Institutional Budget

 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

▪ Manpower budget –consists of wages and salaries of the regular

employeesband the fees paidnto outside registires through which the institution
contracts short-term employees
▪ Capital Expenditure Budget - involves the large expense of purchasing of lands,
buildings, and major equipment meant for long-term use
▪ Operating Budget – includes the cost of supplies, minor equipment repair and
maintenance as well as other overhead expenses
Factors in Budget Planning
1. Patient – needs are determined by the condition,
the length of stay and , acuteness of illness
2. Hospital or health care facility –size of the hospital,
bed occupancy and capacity
3. Personnel – salaries paid to nursing personnel, , leave benefits, staff
development programs
4. Standard of Nursing Care and Supervision – cost of training and maintaining
personnel and acquiring equipment that will be needed by the health care
facility, based on the volume of patients and the nature of their needs.
5. Establish Policies a Procedures and Standards

MODELS OF PLANNING
⮚ “Basic” Strategic Planning -suited to small organizations with high volume of
work.Usually carried out by the top level management. It identifies the a)
purpose or mission statement, b) goals to be accomplished, c) specific
approaches or strategies, d) consistent monitoring and updating of the plan.
⮚ Issue- based or goal- based planning – external / internal assessment to identify
“SWOT” (strength, weaknesses, opportunities and threats)
⮚ Alignment Model – organization’s resources are aligned with its mission order to
ensure effective operation
⮚ Scenario Planning – identifying possible scenarios or situations that the
organization may face.
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

⮚ “Organic” or Self- Organizing Planning – is self- organizing, and naturalistic in

orientation, requiring repeated reference to common cultural values within
the organization.
⮚ Functional Planning – works in the context of an overall plan and as such has to
be weighed against competing priorities from other program and internal
initiatives for organizational advancement.
⮚ Cross-sectional Planning – it brings together the activities of various functional
groups in support of a single project like a team working together. Unlike
functional planning, which is oriented towardsmoving work within a single
organization, cross- functional planning is geared towardsmoving work
fromone functional organization to another.
⮚ Operational Planning – how one will implement the action agreed upon and
monitoring these plans, what the needs are, how will one use available
resources, how one will deal with risks, and how one will ensure
sustainability of the project’s achievements.

Lesson 3. DECISION MAKING

Decision making is the process of making choices by identifying a decision, gathering

information, and assessing alternative resolutions. Using a step-by-step decision-
making process can help you make more deliberate, thoughtful decisions by organizing
relevant information and defining alternatives.
Types of Decisions
● Considered Decisions – ussually of those of great magnitude, tend to be complicated
and call for considerable reflection.Requires a lot of personal thought,interaction
with others, provide multiple alternatives.
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

● Operational Decisions – made practically everyday. Practically made approximately

same time each day, and they may prevent problems as well as solve them.
● Swallow- hard Decisions – are often personally uncomfortable to make because they
may result in discomfort or uneasiness for subordinates or others.
● Ten- Second Decisions – are those we make during daily operation, bring operation
together, keep it ready alive, and running well.Make it quickly!

Decision Making Models

1. Win – Win – cha. by mutual willingness in the group to come up with the solutions that
are acceptable to all. Based on everyone’s preferred solution to combine the self-
interests ans purposes of the people in the group, & to negotiate solutions that are
acceptable to all.
2. Win – lose – some interests are advanced at the expense of the others.
3. Disagreement and Collaboration – decisions resulting in the following elements are
made when conflicts & disagreements are openly explored, using collaboration and
cooperation:
a. High quality decisions
b. Creative decisions
c. Decisions that are understoond
d. Decisions that are accepted and owned

4. Solution Shaping – how to modify or amend an unpopular proposed solution rather

than attempt to pressure people into changing their minds about the solution.

Tools in Decision Making

✔ Probability Theory – to address the presence of risk or uncertainty in a DM situation
looking for predictable patterns based on historical data, thereby reducing
uncertainty.
✔ Decision Trees – gives the manager a forecast of the possible results of his choices and
enables him to make a cost-benefit analysis of each alternative.
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

✔ Queuing Theory – problems are address one after the other having determined the
“best balance” of factors related to service. It is a mathematical study of waiting
lines (queues)
a. First in First Out (FIFO)
b. Last in First Out (LIFO)
c. Processor Sharing (PS)
✔ Linear Programming – method uses matrix algebra or linear mathematical equations to
determine the best way to use limited resources to achieve maximal results.

Lesson 4. ORGANIZING

Organizing determines what tasks are to be done, who is to do these, how the tasks are to
be grouped. Who reports in whom, and what decisions are to be made.- Matt Vera,(2016)

Organization is a form of identifying roles and relationships of each staff in order to delineate
specific tasks or functions that will carry out organizational plans and objectives.

❖ As a process , it refers to the building of a structure that will provide for the separation
of activities to be performed, and for the arrangement of these activities in a framework
which indicates their hierarchical importance and functional association.
❖ It involves:
a. Identification and definition of basic tasks such as staffing and creation of jobs
b. Delegation of authority and assignment of resposibility for the accomplishment of
activities
c. Establishing relationships, vertical and horizontal communications

Steps in Organizing
Development of :

✔ Mission, Philosophy, and Objectives

 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

✔ Organizational Charts

✔ Department Policies and Procedures

✔ Job Descriptions

✔ Time Management

Mission/Purpose – describes what it will be and what it should be (e.g. to promote and
maintain health, prevent or cure illness, allay pain and suffering…)
Philosophy- statement of beliefs that influence nursing practice and beliefs about health
care and the vision of the nursing department and how the mission & purpose be
achieved.
Objectives –concrete specific statements of goals, stated in terms of results to be
achieved .

Categories of Organization
1. Formal Organization – a system of well defined jobs, each with a measure of
authority, responsibility and accountabilits of an Organizationy
2. Informal Organization – refers largely to what people do because they are human
personalities, work together because of likes and dislikes.

Characteristic of an Organization

1. Division of Work
2. Chain of Command
3. Types of work segments
4. Levels of management

The manager brings order out of

chaos, removes conflicts

between people over work

responsibility, & establishes

an env’t suitable for
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

Organizational Chart – is a drawing that shows how the parts of an organization are linked.It
depicts the formal organizational relationships, area of responsibility, persons to whom one is
accountable, and channels of communication.

● A graphic representation of the chain of authority from chief executive to each member
of the organization.
● Depicts the chain of command, division of work, levels of management, and functional
communication pattern.

Patterns of Organizational Structure

1. Tall or Centralized Structure – the centralized authority is responsible for only a few
subordinates, so there a narrow span of control. Because of the vertical nature of the structure,
there are many levels of communication.
Advantages: It makes use of expertise, allows closecommunication between the workers, there
are many level of communication.
Disadvantages: Most skilled individuals end up doing nothing while actual tasks are done by
those less capable. Communication from bottom to top is often difficult, and messages do not
get to the top; workers tend to be “boss oriented” because of the close contact with their
supervisor.
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

2. Flat or Decentralized Structure- characterized by few levels and a broad span of control, where
DM is spread among many people. Communication froom lower levels to higher levels is easy
and direct.

Advantages:
a. the lower likelihood of messages being lost or distorted; the organization can respond to
problems or new opportunities faster,

b. Workers develop their own abilities and autonomy and come to see the organization as
humanistic, resulting in greater job satisfaction,

c. the principle of “shared governance” produces maximumpotential for professional growth

Disadvantages:

a. the supervisors spend less time with each worker

b. the supervisors may lack expertisein the variety of operations and may end up making
inappropriate decisions.

Types of Organizational Structure

1. Line Organization/ Bureaucratic/Pyramidal – there is clearly defined superior- subordinate

relationship, pyramid in shape where all decisions emanate from the top down to the
subordinates.

Authority, responsibility, accountability and power are concentrated at the top. As one goes
up the administrative ladder, the worker’s power increases as well as its authority and
responsibilities.

2. Flat/ Horizontal Organization – a structure with few or no levels of intervention between

management and staff. The more experienced and well trained nurses become productive
when they are directly involved in the decision making process rather than closely supervised
by many layers of management. Feedbacl is immediately reported and time mgt. issues are
lessened.
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

Applicable only in small organizations or individual units within larger

organizations.Communication is more rapid, but building personal relationships between and
among workers and which can be easily destroyed by negative feedback.

3. Staff Organization- is by nature purely advisory to the line structure with no authority to place
recommendation into action.

4. Functional Organization – permits a specialist to aid line position within a limited and clearly
defined scope of authority.

5. Matrix Organization- has both vertical and horizontal chin of command, complex
organizational structure

6. Lateral Organization – is one of coordination and collaboration

Organizational Relationships

Formal Relationships – represented by uninterrupted lines between units, showing who reports
to whom.

Informal Relationships – represented by a broken or dotted line, where power relationships are
coordinated.

Time Management
✔ Most important resource is time

✔ Manager should allocate it as efficiently as possible , which he can do by setting

goals, assigning priorities, and identifying and avoiding all possible wastes of time.
✔ Mismanagement of time severely compromises an organization’s productivity &
results in negative effects: work is rushed, substandards, deadlines are missed, bad
choices are made, employees suffer from fatigue, personal lives & rel’ps adversely
affected.

Principles of Time Management

 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

1. Planning for contingencies. Think of other options

2. Listing of task. Calendar all activities
3. Inventory. Looking at task done & undone
4. Sequencing.Prioritizing activities
5. Setting and keeping deadlines
6. Deciding on How Time will be Spent. Indicate time allotted for each activity, set targets
7. Delegate
Time Mgt. Strategies – are approaches to preserve, conserve, structure, and use time
to meet goals, ways to individualize the best use of time accdg. To one’s particular
needs and self- management.
Time wasters:External Sources
▪ interruptions by phone, staff, visitors

▪ doing work that could be delegated

▪ doing unnecessary paperwork

▪ socializing
Internal Sources
▪ lack of objectives

▪ failure to establish priorities

▪ inability to make decisions

▪ failure to plan and organize work

▪ inability to delegate

▪ procrastination

Time Savers :

✔ learning to set priorities & objectives & organizing work

✔ allowing co-workers to perform duties listed in job description or teaching them

✔ avoiding interruptions whenever possible

 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

✔ avoiding wasted motions

✔ evaluating all paper work, procedures,etc. and eliminating unnecessary ones

✔ avoiding procrastination

✔ using computer,tape recorder,etc.whenever possible

✔ using the waste basket

MULTITASKING – trying to get more things done in less time, juggling tasks. The net effect of
multi-tasking is that when several tasks are done at once, some or all of them end up being
performed in a haphazard manner. Nurses must learn to prioritize the tasks at hand even
if they have to do them one after the other, as this remains the best way to make sure that
they get done properly.

Lesson 4. STAFFING
Staffing – is the process of assigning competent people to fill the roles designated for
the organizational structure through recruitment, selection and development.
Steps in Staffing:
1. Determine the Number and Types of Personnel needed
2. Recruit personnel – advertising, word of mouth, employee recommendation
3. Interview
4. Induct or orient the Personnel
5. Job Offer

Staffing Pattern – is a plan that articulates how many and what kind of staff are needed
by shift and day to staff a unit or department. It can be generated by
determining the nursing care hours need for a specific patient or patients and
then generating the Full-Time Equivalents (FTEs) and staff-to-patient ratio
needed to provide that cares.

Factors Affecting Time Requirement of Nursing Care

 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

1. Acuity of the Patient’s Illness

2. Degree of dependence of the patients on the care givers
3. Communicability of the ailment
4. Rehabilitation needs and special treatments and procedures

Patient Classification System (PCS) - a measurement tool used to articulate the nursing
workload for a specific patient or group of patients over a specific period of time.
Patient Acuity –the measure of nursing workload that is generated for each patient. As a
patient becomes sicker, the acuity level rises, meaning the patient requires more nursing care.

Classification of Patient Care

⮚ “Self- Care” or minimal care Patients – are capable of carrying activities of daily living (ADL)

⮚ Intermediate or moderate care – rquire some help from the nursing staff with special
treatments or certain aspects of personal care
⮚ Total Care patients – are usually those who are bedridden and who lack strength and
mobility to do average daily living
⮚ Intensive care patients – are those who are critically ill and in constant danger of death or
serious injury

Nursing Care Models (NCM)

NCM –is the framework for nursing care delivery in any setting, or design that meets the
particular needs of a group of health care givers and clients. The delivery of care includes care
needs, formulating a plan of care, implementing the plan, and evaluating the patient’s
responses to interventions.
1. The Case Method or Total Patient Care – the RN is responsible for all aspects of the care of
one or more patients in the entire shift and her point of entry is anytime during the course of
the illness. It requires a high level of nursing expertise, such as in critical care units or post-
anesthesia recovery areas.
2. The Functional Method or Task Nursing – task or procedure oriented. It is used when too
many patients in proportion to available RN. The Rn learns to work fast bec. The activities are
repetitious & her technical skills amplified. Nurses are assigned to selected functions such as
vital signs, treatments, medication, among others.
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

3. Team Nursing – a tem of nursing personnel provides total patient care to a group of patients .
In some some instances, a team may be assigned to a certain number of patients, while in
others, the assigned patients may be grouped by diagnoses or provider services.
4. Primary Nursing– was designed to bring back the nurse at the bedside. The core principle of
ARA is allocated to staff nurses at the bedside. Total nursing care directed by a nurse on a 24-
hour basis, from the moment of admission to discharge.
5. Progressive Client Care – different area or units provide various levels of care. Clients are
evaluated with respect to the level or intensity of care needed. There is increased reliant
behavior, and staff is trained to provide the best of care.
6. Managed Care – involves unit-based care that is organized to achieve specific patient
outcomes within her stay in the unit.
7. Practice Partnership – is an efficient way of using a mixture of skills and professional and non-
professional staff with differing levels of expertise.
8. Case Management- focused on achievement of outcoe and appropriate time frame and
resources. RN focuses on an entire episode of illness, and the method is episode based rather
than unit based. The manager does not provide direct patient care but rather supervises the
care provided by the RNs or the non- RNs
FORMULA TO DETERMINE STAFFING PATTERNS
1. Full time Equivalent (FTE) – it is a measure of the work commitment of a full-time employee.
A full- time employee works 5 days a week or 40 hours per week for 52 weeks a year.
This amounts to 2,080 hours of work time. The formula is:

Total Nursing care hours x days in a year

_________________________
Total annual hours per one FTE

2. Forty- Hour Week Law – this formula is based on the National League of Nurses (NLN) or RA 5901.

ABO x NCH
________________ = Total no. of
Personnel in 24hrs.
No. of Working Hours

Where, ABO= Average Bed Occupancy NCH = Nursing Care Hours

 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

a. Standards Value for NCH

Area NCH Area NCH

Surgery 3.4 Nursery 2.8

General Ward 3.5 Medical 3.4

Pediatrics 4.6 OB 3.0

Mixed M/S 3.4

b. Percentage% of Professional and Non-Professional (in Ratio)

Area Ratio Area Ratio

Surgey 60:40 Pediatrics 70:30

Gen.Ward 60:40 Nursery 55:45

OB 60:40 ICU 80:20

c. Distribution per shift

Shifts: A.M. =45% P.M. = 37% Night = 18%

RA 5901 Forty Hours Work

Rights and Privileges given to each 40 Hrs 48 Hrs.

personnel

1. Vacation Leave 15 15

2. Sick Leave 15 15

3. Holidays (Legal & Special) 12 12

4. Continuing 3 3

5. Off Duties R>A>5901 104 52

6. Total non-working days/year 149 97

7. Total working days/year 216 268

 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

Total working Hours/year 1,728 2,144

d. 40 hr/wk

❖ For personnel working in hospital with 100 bed capacity or over or which are located in a 1 M
population

e. 48 hr/wk

❖ For personnel who work in agencies with lesser bed capacity or which are located in
communities with less than 1M population

GUIDELINES FOR DETERMINING THE NURSING PERSONNEL NEEDED

Step 1. Determine type of hospital whether it is primary, secondary or tertiary

Hospital A is a 100 bed capacity secondary level hospital

Step 2. Categorize patients according to levels of care

CATEGORY PRIMARY SECONDARY TERTIARY

Minimal Care 70% 65% 35%

Intermediate Care 25% 30% 45%

Intensive Care 5% 5% 20%

100 patients x 65% = 65 pts. Needing

Minimal Care
100 patients x 30% = 30 pts. Needing
Intermediate care
Step 3. Find the NCH needed by patients per day and get the SUM

Minimal Care = 1.5 hours Minimal care = 65 x 1.5 hrs.

Intermediate care = 3 hours =97.5 NCH
Intensive care = 4.5 hrs. Intermediate Care = 30 x 3
hrs. = 90 NCH

Step 4. Find the Total NCH x 365 days.

210 NCH per day x 365 days = 76,650 nursing care hours
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

Step 5. Find number of working hours per year.

40 hrs./week – 216 x 8 hours = 1,728 working hrs./yr

48 hrs/week – 268 x hours = 2,144 working hrs./yr
Step 6. Find the nursing personnel needed.
No. of personnel needed = NCH per year
Working hours per year

No. of relievers needed = No. of personnel x 0.95

Add nursing personnel and relievers

Nursing personnel Nursing Relievers
76,650 NCH/yr = 44 nursing personnel 44 ng. personnel x 0.095* = 4 ng. relievers
(40h/wk) Or
1728 wrk hrs./yr 36 ng. personnel x 0.095* = 3 ng. relievers
or the average yearly absence of an employee total 35 days.
Dividing 35 days by 365 days is 0.095. This includes all
76,650 NCH/yr = 36 nursing personnel (48 mandatory leaves and other absences

44 ng. personnel + 4 relievers =48 nursing

employees
OR
36 ng. personnel + 3 relievers = 39 ng.
employees

Step 7. Categorize into Professional and Non- Professional

Primary = 55:45 Secondary = 60:40 Tertiary = 65:35

Step 8. Distribute by Shifts.

AM = 45% PM = 37% Night = 18%

Lesson 5. JOB DESCRIPTIONS/ performance descriptions

⮚ Are specifications of duties, conditions and requirements of a particular job prepared

through a careful job analysis.

⮚ They are used primarily for purposes of:

1. recruitment,
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

2. Placement and transfer,

3. guidance and direction,
4. evaluation of performance,
5. reduction of conflict and frustration,
6. avoidance of overlapping of duties,
7. facilitating working relationships with outside bodies
such as professional associations, and
8. serving as basis for the employees’ salary range.
Job descriptions include the ff:
a. Job title, namely the position and the necessary qualifications,
b. job relationships, such as the degree of supervision imposed on the worker, and
c. performance description, which is a catalogue of the responsibilities of the worker.

CORE COMPETENCY STANDARDS OF NURSING PRACTICE IN THE PHILIPPINES

● Developed by the Board of Nursing in April 2001. It embodies the skills, attitudes
and competencies expected of a beginning professional nurse.The parameters
are:
1.Safety and Quality nursing care
2. Management of resources and environment
3. Health Education
4. Legal Responsibility
5. Ethico-moral responsibility
6. Personal and Professional Development
7. Quality Improvement
8.Research
9. Records management
10. Communication
11. Collaboration and Teamwork
 Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986

Post Test:
The test will be posted by the instructor in the google classroom.

External Sources:
Matt Vera (2016) www.nurseslabs.com > nursing-managem…
www.scribd.com>doc>Staffing-in...

ssss
Reflection: You are a new nurse and you have increasing concerns regarding the
staffing levels of your unit. You are becoming increasingly anxious each time you go to work.
What would you do?

References:

Kawaon, Florence.(1991). Introduction to Nursing Management Functions. Baguio City, Philippines

Tan, C.B. and Beltran E.I.(2009). Leadership and Management in Nursing: A Transformative and
Reflective Patient Care 1st Ed. Manila. Educational Publishing House, Inc.

Venzon, L. (2006).Nursing Management Towards Quality Care. Quezon City: C & E Publishing
Republic of the Philippines
UNIVERSITY OF NORTHERN PHILIPPINES
Tamag, Vigan City
2700 Ilocos Sur
College of Nursing
Website: www.unp.edu.ph Mail: [email protected]
CP# 09177148749, 09175785986