HSA 171CAR

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Planning Process.

Elements of Planning.

Steps in Operating Planning Process.

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It’s a process based on facts and information not on emotions.

It requires skills of thinking, judging and decision making.

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1. Formulating Goal and Objectives

2. Collecting the relevant information

3. Developing action plans

4. Implementing

5. Evaluating / Monitoring

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The Process of Planning Involves:

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Define the organization‘s mission and vision.

mission: is the purpose of the organization, It

explains why the organization exists .

Vision: is the future goal or achievement of an

organization.

A mission statement concerns what an enterprise is all

about.

A vision statement is what the enterprise wants to become.

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Our Mission

Dr. Soliman Fakeeh Hospital strives to improve wellbeing

through the provision of compassionate, integrated and

innovative health care.

 

Our Vision

To be a world leading hospital, distinguished by the

provision of health care of unparalleled quality.

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Goals are general guidelines that explain what you

want to achieve in your community.

Goals give you direction and keep you focused on where

you want to end up.

They are usually long-term and represent global visions

such as “protect public health and safety.”

The Goal might be achieved through many

objectives.

◦ Not concerned with time or existing resources.

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SMART Goals: S:Specific M:Measurable A:Achievable R:Relevant T:Time bound.

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Specific: Goals should have expected outcomes stated as

simply and clearly as possible.

Measurable :

Know your starting point.

Know your ending point •

Know what your goals are for the year, then break it down

to quarterly and monthly • Make a Plan For Your Success •

Track Your Progress; Write down results, take pictures, take

notes on a set schedule.

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Achievable:

You must be realistic with your goals; losing 10 lbs per

week is not realistic, losing 2 lbs is •

Make the goal challenging •

Make the goal something that you are passionate about •

Goals should have outcomes that are realistic given your

current situation, resources, and available time.

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Relevant: Exercising 5 days per week for 1 hour each day

is relevant • 100 new subscribers per month is relevant •

Redecorating your office is not relevant to business growth

• Wanting a new blue BMW 328i Sedan is not relevant, it is

not a goal, it is a reward for a goal achieved

Time bound: Each goal needs an exact date that you plan

on accomplishing the goal by • Break down the goal into

attainable steps along the way; quarterly, monthly • Track

your progress; know where you are and are going.

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Objectives are the goals which the

management wishes the organization to

achieve. ( Specific Targets ).

Objectives are detailed statements of quantitatively or

qualitatively measurable results the plan hopes to

accomplish.

Objectives must be both clear and acceptable and support

one another.

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define strategies or implementation steps to

attain the identified goals.

Unlike goals, objectives are specific, measurable,

and have a defined completion date.

They are more specific and outline the “who,

what, when, where, and how” of reaching the

goals.

It’s concerned with the available resources.

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Two important activities involved in strategy formulation are….

Environmental appraisal:◦ Political ,legal, and Economical factors

( level of eco development & distribution of income, trend in prices ,exchange rate , supply of labor, material, capital ).◦ Competitive factors.◦ Social and cultural factors.

Corporate Appraisal:◦ ( leadership, excellent product design, efficient

distribution and customer service, effective sales promotion,)

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Policy is a verbal, written, implied overall guide, setting

up boundaries that supply the general limits and

direction in which the managerial actions will takes

place.

E.g.:

Advantages of Policy:

Ensure the Uniformity of actions in respects of various matters at

various organizational points.

Speed up the decisions at the lower levels

It is easier to delegate the authority to the subordinates.

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A Procedure Provides a detailed set of

instructions for performing a sequence of

actions involved in doing a certain piece of

work.

E.g.

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Policy Procedure

Guide to both thinking and actions of people at higher level

Guide to action only for people at lower level

Helps in fulfilling the objectives Shows the way to implement the policies

are broad Are specific and lay down the sequence of definite act

Often established without any detailed study

Often established after thorough study and analysis of work

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Prescribed way in which one step of a

procedure is to be performed.

It helps in increasing the effectiveness and

usefulness of procedure.

E.g.

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Detailed or recorded that a specific actions

must /must not be performed in a given

situations.

e.g. Sanctioning overtime, travelling

allowance ,Uniform way of handling employee

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Programs are a complex of goals, policies,

procedures, rules, task assignment, steps to

be taken, resources to be employed, and

other element necessary to carry out a given

course of action. The dimension of a program

can vary with the nature and purpose of the

pregame, and can be termed major or minor.

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budget is a statement of expected results

expressed in numerical terms. Budget

should be expressed in financial or physical

units, and must relate to a specific period of

time.

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There are seven essential steps in operating planning process. Managers use this process in carrying out their jobs .

1- Analyzing and evaluating the environment: Analyze the present

position and resources available to achieve objectives. - Where are

we now? - What are the limitations in the environment? - What

resources do we have? - Are there any external factors that can

influence the objectives and there accomplishment?Analyze the strength, weaknesses and identify opportunities and threats of the organization i.e.

SWOT Analysis baseline.

2- Setting Goals: Establish the targets for the short and long range future.

For example:

- 25 percent growth over last year sales in present financial year.

- To increase market share by 5 percent in next five years.

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3- Determining Alternatives: Construct a list of possible courses of

action that will lead you to your goal.

4- Evaluating the alternative: Listing and considering the various

advantages and disadvantages of each of your possible course of

action.

5- Selecting the Best solution: Selecting the course of action that

has the most advantages and the fewest serious disadvantages.

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6- Implementing the Plan: Determine, who will be involved, what

resources will be assigned, how the plan will be evaluated, and

reporting procedures.

7- Controlling and evaluating the Results: Making certain that the

plan is going according to expectations and making necessary

adjustments.

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Homework.

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Evaluation is the ongoing and continuous process

of making sure that performance meets specific

goals and objectives.

It aims at control and development .

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