MODIFIED STRATEGIC AND OPERATIONAL PLANNING

STRATEGIC PLAN A strategic plan is conducted to assess if the plan is on track and if changes are required. An analysis of strengths, weakness, opportunity and threats provides a starting point. The strategic plan identifies the performance measures used to monitor progress towards achieving the objectives. Strategic plans are developed by senior management although departments can develop their own strategic plans under the umbrella of the corporate-level plan.

OPERATIONAL PLAN Operational planning outlines the actions required to implement each strategy. It defines the resources needed, responsibilities and time frames for implementing actions. Operational plans govern day-to-day business and lay the foundation for preparing the annual budget. Personal objectives are defined at this level.

STRATEGIC AND OPERATIONAL PLANS The strategic plan lays the foundation for the operational plan. However, operational planning identifies strengths and weaknesses in the organization that, in turn, influence strategic direction. Neither process is developed in isolation from the other. The strategic objectives drive the programs and projects at the operational level. Without this linkage, projects cannot secure resources. Performance measures are identified at the strategic level and implemented at the operational level.

SCENARIO: Procedural: WRONG SPECIMEN

Identify the root cause of the problem:

1.

MISLABELING OR SWITCHING OF LABELS. Why? - because of illegible and inaccurate labeling of specimen.

2.

ILLEGIBLE AND INACCURATE LABELING OF SPECIMEN. Why? - because of miscommunication between the clients and personnels.

3.

MISCOMMUNICATION BETWEEN THE CLIENTS AND PERSONNELS. Why? - because of lack of adequate tools and materials for specimen identification and collection.

4.

LACK OF ADEQUATE TOOLS AND MATERIALS FOR SPECIMEN IDENTIFICATION AND COLLECTION. Why? - because of distractions present upon specimen identification.

5.

DISTRACTIONS PRESENT UPON SPECIMEN IDENTIFICATION. Why? - because of poor and lack of education about proper procedure on specimen identification.

STRATEGIC PLANNING OBJECTIVES: To frequently monitor the performance of every personnel. ACTIVITIES TO BE DELIVERED: Assessment of personnels responsible for specimen collection, handling, identification, transport, and GOALS/ DESIRED OUTCOMES: IMPLEMENTATION TIMETABLES: storage. Assure client safety and satisfaction. After a 1-day evaluation, strengths and weaknesses of personnels will be identified MONITORING PROGRESS:

OPERATIONAL PLANNING To educate all personnel, responsible of handling specimens, of proper procedures Seminars and trainings should be implemented to all personnels.

Enhance the knowledge and skills of all persnonnel handling specimens. After a 3-day training, all personnels will be competent within 3 months.

within a week. A monthly performance evaluation of every personnel should be done.

Write your Action Plan Matrix Format using PDCA: PLAN-DO-CHECK-ACT

PLAN All personnel responsible of handling and collecting specimens should prioritize client safety. They should cooperate and participate in trainings or seminars for enhancement of skills and eliminate distractions during specimen identification and handling. Resource tools should be available and easy to access, and document all information.

DO All personnel has to identify the patient before collecting a specimen. They should match the requisition form with the container and the processing cassette. They should collect and label all specimen at bedside, double-check the identity of the specimen during dictation, handle one specimen at a time, and label all specimen legibly and accurately.

CHECK A performance evaluation of personnel should be done monthly for progress reports. Strengths and weaknesses of personnels should highly be considered. Personnels of unsatisfactory performance should be assessed further for continuing education or seminars.

ACT The plan may be executed. Personnel of excellent performance can be assigned for specimen extraction to clients; and proper specimen collection, handling, storage, and transport should be observed. References: www.Wikipedia.com

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Central Philippine University Jaro, Iloilo City School of Graduate Studies

Modified Strategic and Operational Planning

Submitted To: Ms. Helen Caton, RN, MN

Submitted By: Jason Benjamin S. Balbuena, RN

September 23, 2011