1. HSA 171 CAR

2. 1436/4/23

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5.  Planning Process.  Elements of Planning.  Steps in Operating Planning Process. 5

6.  It’s a process based on facts and information not on emotions.  It requires skills of thinking, judging and decision making. 6

7. 1. Formulating Goal and Objectives 2. Collecting the relevant information 3. Developing action plans 4. Implementing 5. Evaluating / Monitoring 7

8.  The Process of Planning Involves: 8

9.  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. 9

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14.  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. 14

15. Planning ObjectivesStrategyProceduresBudgetRules Program MethodsPolicy 15

16.  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. 16

17.  SMART Goals:  S:Specific  M:Measurable  A:Achievable  R:Relevant  T:Time bound. 17

18.  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. 18

19.  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. 19

20.  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. 20

21.  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. 21

22.  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. 22

23. 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,) 23

24.  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. 24

25.  A Procedure Provides a detailed set of instructions for performing a sequence of actions involved in doing a certain piece of work.  E.g. 25

26. PolicyProcedure Guide to both thinking and actions of people at higher level Guide to action only for people at lower level Helps in fulfilling the objectivesShows the way to implement the policies are broadAre specific and lay down the sequence of definite act Often established without any detailed study Often established after thorough study and analysis of work 26

27. 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. 27

28. 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 28

29.  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. 29

30.  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. 30

31. 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. 31

32. 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. 32

33. 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. 33

34.  Homework. 34

35.  Evaluation is the ongoing and continuous process of making sure that performance meets specific goals and objectives.  It aims at control and development. 35