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60 Cards in this Set

  • Front
  • Back
steps in strategic planning
1. mission, vision & values
2. environmental assessment
3. assumption & hopes about future
4. strategy
5. goals & objectives
6. implementation
7. measurement & adjustment
What is "fit"?
when the distinctive competencies of the organization and the realities of the external environment are made to fit together through careful & timely execution
alignment
occurs when annual/quarterly/monthly planning processes coincide with allocation of resources through capital and operating budgets
leader vs manager
leader: doing things right

manager: doing the right things
When designing a process, who do you involve?
-stakeholders
-CEO + senior mgmt
-board members
-physicians

also community input, steering committee
What do people do? : CEO
overall leader
What do people do? : Process leader
makes it all happen; facilitator
What do people do? : Senior Mgmt
makes recommendations and decisions
What do people do? : Steering Committee
-validates assumptions
-approves/challenges recommendations
-acts as organizational "sponsor"
Reacting to Change
Denial
Anger
Bargaining
Depression
Acceptance
Where do you get information?
-interviews
-surveys
-demographic data
-organizational trends
Business Processes
-marketing
-finance
-information systems
-human resources
-materials mgmt
-building ops
-hospitality services
capital vs. operating budget
capital: provision of resources for the long-term

operating: day-to-day, usually prepared for a normal yearly cycle
what you do with your business portfolio
-analyze what's going on
-decide what gets more/less/no investment
-develop growth strategies for adding new products or businesses
high market share, high growth rate
STARS
-profit potential
-may need heavy investment to grow
high market share, low growth rate
CASH COWS
-established, successful
-produce cash
low market share, high growth rate
QUESTION MARKS
-build into stars or phase out
-require cash to hold market share
low market share, low growth rate
DOGS
-low profit potential
Developing Growth Strategies: existing products, existing markets
market penetration
Developing Growth Strategies: existing products, new markets
market development
Developing Growth Strategies: new products, existing markets
product development
Developing Growth Strategies: new products, new markets
diversification
marketing in a nutshell
the delivery of customer satisfaction at a profit
issues with marketing health care
-consumer is not the payer
-complex; hard to understand and organize
-highly regulated
-deals with intensely personal and private issues
4 P's of Marketing
Product
Price
Place
Promotion
a need
state of felt deprivation for basic items and complex emotional states

(food, belonging)
a want
form that a human need takes as shaped by culture and individual personality

("i want the angel hair pasta and a nice merlot")
a demand
human wants backed by buying power

(elective surgery)
what do you do to market?
-research
-measurement
-planning
-analysis
-forecasting
-segmentation & targeting
-strategy
how do you identify markets?
through segmentation and targeting, then link to strategic performance
promote your organization through...
-image, branding & positioning
-advertising, social media
-public relations
components of an ideal integrated information system
-clinical input
-financial & logistic input
-continuous improvement information
sources of clinical input
-patient
-primary care office
-ER, ambulatory care
-hospital
-hospice/chronic care
sources of financial & logistic input
-insurance
-cost data
-staffing
-supplies
sources of continuous improvement information
-epidemiologic measures
-quality measures
-data measures
-research data
Functions of Information Systems
-maintain IS plan
-assure integrity, quality, and security of data
-integrate data capture, processing, and communication for patient care
-archive and retrieve data
-train and support users

"integrate" means make sure it all gets into the chart!
Integrated data (for current & archival use)
-clinical data
-dept. systems
-plant
-HR
-finance
-planning/marketing
issues in the workforce
-power differentials
-physician relationships
-substance abuse
-volatility in population
functions of HR
-workforce planning/management
-management education
-compensation mgmt
-collective bargaining
-continuous improvement
How to keep the focus on engaged employees?
-communication
-transparency
-shared decision making
-accountability
-enough staff, competitive salary, generous benefits
how can you minimize impact of uncertain times?
-better communication
-more respect
-protect the workforce first
Plant/Guest services
-critical to pt/customer satisfaction
-areas for cost savings
-environment of care
-emergency management
Functions of Plant/Guest Services
-planning
-operations
-engineering
-housekeeping
-guest services
-supplies
Steps in the Planning Process
1. Services plan
2. Translation to size/loc/req.
3. Need vs. availability
4. Design of needed facilities
5. Acquisition (purchase, lease, renovation, construction)
6. Space Assignment

also: inventory of existing space (size, location, capabilities/limitations)
Gold Standard Management Foci
Work approach
Business focus
Team impacts
Inner person
Measures
-pt/employee/physician satisfaction
-profitability
-error rate
-clinical outcomes
-community benefit
Persuasion (according to Jay Conger)
1. establish credibility
2. frame goals in a way that identifies common ground
3. reinforce position using vivid language and convincing evidence
4. connect emotionally with your target audience
credibility
expertise + relationships
common ground
listen; language; areas of agreement
convincing evidence
less > more; storytelling
connect emotionally
-self-awareness
-emotional intelligence
-change theory and process
Leadership Styles: high supportive, high directive
Coaching
-direct & support
Leadership Styles: high supportive, low directive
Supporting
-praise, listen, facilitate
Leadership Styles: low supportive, high directive
Directing
-structure, control, supervising
Leadership Styles: low supporting, low directive
Empowering
turn over responsibility for day-to-day decisions
why do you want to be accredited by joint commission?
-condition of licensure
-receive medicaid reimbursement
immediacy of risk to pts/timeline for resolution of noncompliant findings
1. immediate threat to life (inc. preliminary denial to accreditation)
2. situational decision rules
3. direct impact requirements
4. indirect impact requirements
HIPAA
Health Insurance Portability and Accountability Act

standards for electronic health care transactions
OSHA
1971

tries to prevent work-related injury, illness, and death
US DHHS
goal of protecting the health of all Americans and providing essential human services