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| Understanding Nursing Management and Organizations | p. 1 |
| Introduction to Nursing Management | p. 2 |
| The Changing Health Care System | p. 3 |
| Cost Containment | p. 3 |
| Quality and Outcomes | p. 4 |
| Rural Health Care | p. 4 |
| Cultural Diversity | p. 5 |
| Changes in Nursing | p. 5 |
| Challenges for Nurse Managers | p. 6 |
| Organizational Theory a... MORE | p. 8 |
| Organizational Theories | p. 9 |
| Classical Theory | p. 9 |
| Neoclassical Theory | p. 11 |
| Systems Theory | p. 11 |
| Contingency Theory | p. 12 |
| Chaos Theory | p. 13 |
| Health Care Organizations | p. 13 |
| Types of Health Care Organizations | p. 13 |
| Interorganizational Relationships | p. 16 |
| Diversification | p. 16 |
| Organizational Structure | p. 17 |
| Functional Structure | p. 17 |
| Service-Integrated Structure | p. 18 |
| Hybrid Structure | p. 19 |
| Matrix Structure | p. 19 |
| Parallel Structure | p. 20 |
| Shared Governance | p. 20 |
| Self-Organizing Structures | p. 22 |
| Redesigning, Restructuring, and Reengineering | p. 22 |
| Strategic Planning | p. 24 |
| Values | p. 25 |
| Vision | p. 25 |
| Mission | p. 25 |
| Philosophy | p. 25 |
| Goals | p. 25 |
| Organizational Environment and Culture | p. 25 |
| Nursing Care Delivery Systems | p. 29 |
| Types of Nursing Care Delivery Systems | p. 30 |
| Functional Nursing | p. 31 |
| Team Nursing | p. 31 |
| Total Patient Care | p. 33 |
| Primary Nursing | p. 33 |
| Practice Partnerships | p. 34 |
| Case Management | p. 34 |
| Differentiated Practice | p. 38 |
| Patient-Centered Care | p. 39 |
| Leading and Managing | p. 41 |
| Leaders and Managers | p. 42 |
| Leadership | p. 42 |
| Power: How Managers and Leaders Get Things Done | p. 43 |
| Leadership Theories | p. 47 |
| Trait Theories | p. 47 |
| Behavioral Theories | p. 47 |
| Contingency Theories | p. 50 |
| Contemporary Theories | p. 56 |
| Management Functions | p. 58 |
| Classical Description | p. 58 |
| Mintzberg's Behavioral Description | p. 60 |
| A Contemporary Model of Managerial Work | p. 61 |
| Roles and Functions of Nursing Managers | p. 62 |
| Levels of Management | p. 63 |
| First-Level Management | p. 63 |
| Middle-Level Management | p. 65 |
| Upper-Level Management | p. 66 |
| Charge Nurse | p. 67 |
| Staff Nurse | p. 67 |
| Legal and Ethical Issues | p. 70 |
| Laws and Ethics | p. 71 |
| Ethical Decision Making | p. 72 |
| Ethical Theories | p. 72 |
| Ethical Principles | p. 72 |
| The Legal System | p. 73 |
| Sources of Law | p. 73 |
| Types of Law | p. 74 |
| Tort Law | p. 75 |
| Liability | p. 75 |
| Legal Issues in Nursing | p. 76 |
| Nursing Licensure | p. 76 |
| Patient Care Issues | p. 77 |
| Management Issues | p. 79 |
| Employment Issues | p. 83 |
| Power and Politics | p. 88 |
| Politics: The Art of Influencing | p. 89 |
| A Framework for Political Action | p. 90 |
| Politics in the Workplace | p. 90 |
| Politics in Government | p. 91 |
| Politics in Financing | p. 91 |
| Politics in the Organization | p. 91 |
| Politics in the Community | p. 92 |
| Power and Leadership | p. 93 |
| Image as Power | p. 93 |
| Using Power to Increase your Professional Influence | p. 95 |
| Why Power? | p. 95 |
| Power plus Vision | p. 96 |
| Applying Power and Politics to Managing Nursing Care | p. 97 |
| How Nursing's Voice Can Become Powerful | p. 97 |
| The Impact of Power and Politics on Nursing's Future | p. 99 |
| Key Skills in Nursing Management | p. 101 |
| Budgeting and Resource Allocation | p. 103 |
| The Budgeting Process | p. 104 |
| Approaches to Budgeting | p. 105 |
| Incremental Budget | p. 105 |
| Zero-Based Budget | p. 106 |
| Fixed or Variable Budgets | p. 106 |
| The Operating Budget | p. 106 |
| The Revenue Budget | p. 106 |
| The Expense Budget | p. 107 |
| Determining the Salary (Personnel) Budget | p. 108 |
| Benefits | p. 108 |
| Shift Differentials | p. 108 |
| Overtime | p. 109 |
| On-Call Hours | p. 110 |
| Bonuses and Premiums | p. 110 |
| Salary Increases | p. 110 |
| Final Considerations | p. 110 |
| Managing the Supply and Nonsalary Expense Budget | p. 110 |
| Developing the Capital Budget | p. 111 |
| Timetable for the Budgeting Process | p. 111 |
| Monitoring Budgetary Performance during the Year | p. 111 |
| Variance Analysis | p. 113 |
| Position Control | p. 115 |
| Staff Impact on Budgetary Performance | p. 115 |
| Future Trends | p. 115 |
| Effectiveness, Efficiency, and Productivity | p. 117 |
| What Are Effectiveness, Efficiency, and Productivity in Health Care? | p. 118 |
| Organizational Effectiveness in Health Care Today | p. 118 |
| Health Care Inputs | p. 119 |
| Health Care Outputs | p. 119 |
| Output or Outcome? | p. 121 |
| Effectiveness | p. 121 |
| Efficiency | p. 121 |
| What Is Nursing Productivity? | p. 122 |
| Measuring Nursing Productivity | p. 122 |
| Resources per Patient Day | p. 122 |
| Utilization Rates | p. 123 |
| Improving Nursing Effectiveness, Efficiency, and Productivity | p. 125 |
| Changes in Use of Inputs | p. 126 |
| Changes in the Process of Care | p. 126 |
| Quality Management | p. 133 |
| History of Quality Management | p. 134 |
| Total Quality Management (TQM) | p. 135 |
| TQM Characteristics | p. 137 |
| Continuous Quality Improvement (CQI) | p. 138 |
| Comprehensive Components of Quality Management | p. 140 |
| CQI--How It Works: A Practical Example | p. 142 |
| Risk Management | p. 143 |
| A Risk Management Program | p. 143 |
| Nursing's Role in Risk Management | p. 144 |
| Examples of Risk | p. 144 |
| Role of the Nurse Manager | p. 146 |
| Key Behaviors for Handling Complaints | p. 147 |
| A Caring Attitude | p. 147 |
| Evaluation of Risk Management | p. 148 |
| Problem Solving and Decision Making | p. 150 |
| Critical Thinking | p. 151 |
| Problem Solving | p. 152 |
| Problem-Solving Methods | p. 152 |
| The Problem-Solving Process | p. 154 |
| Group Problem Solving | p. 157 |
| Decision Making | p. 159 |
| Types of Decisions | p. 160 |
| Decision-Making Conditions | p. 160 |
| The Decision-Making Process | p. 162 |
| Decision-Making Techniques | p. 163 |
| Group Decision Making | p. 164 |
| Stumbling Blocks | p. 167 |
| Creativity in Decision Making | p. 168 |
| Characteristics of Creative Persons | p. 168 |
| Managing Creativity in Health Care Settings | p. 169 |
| Communication and Conflict | p. 172 |
| Communication | p. 173 |
| Modes of Communication | p. 173 |
| Directions of Communication | p. 174 |
| Factors Influencing Communication | p. 175 |
| Assertiveness | p. 178 |
| The Role of Communication in Leadership | p. 179 |
| Communicating with Different Populations | p. 179 |
| Subordinates | p. 179 |
| Superiors | p. 180 |
| Peers | p. 182 |
| Medical Staff | p. 182 |
| Other Health Care Personnel | p. 184 |
| Patients and Families | p. 184 |
| Difficult People | p. 184 |
| Conflict | p. 185 |
| Conflict Process Model | p. 186 |
| Conflict Management | p. 188 |
| Goals of Conflict Management | p. 189 |
| Conflict Management Modes | p. 191 |
| Other Conflict Management Techniques | p. 191 |
| Using Management Information Systems | p. 195 |
| Information Systems | p. 196 |
| Management Information Systems | p. 196 |
| Hospital Information Systems | p. 196 |
| Expert Nursing Information Systems | p. 196 |
| Benefits of Using Information Systems | p. 196 |
| Obstacles Associated with Information Systems | p. 197 |
| Computer Applications in Nursing | p. 198 |
| Patient-Care Applications | p. 198 |
| Nursing Management Systems | p. 199 |
| Communication Systems | p. 199 |
| Educational Applications | p. 201 |
| Research Applications | p. 201 |
| Software Selection and System Implementation | p. 201 |
| Selecting a System: The Decision-Making Process | p. 201 |
| Ethical and Social Considerations | p. 203 |
| The Nurse Informatics Specialist | p. 203 |
| Future Trends in Informatics | p. 204 |
| Stress and Time Management | p. 206 |
| The Nature of Stress | p. 207 |
| Causes of Stress | p. 208 |
| Role Conflict and Role Ambiguity | p. 210 |
| Consequences of Stress | p. 211 |
| Managing Stress | p. 211 |
| Personal Methods | p. 211 |
| Organizational Methods | p. 212 |
| Time Management | p. 213 |
| Goal Setting | p. 213 |
| Delegation | p. 214 |
| Time Analysis | p. 214 |
| Setting Priorities | p. 215 |
| Daily Planning and Scheduling | p. 216 |
| Grouping Activities and Minimizing Routine Work | p. 216 |
| Implementation | p. 216 |
| Personal Organization and Self-Discipline | p. 216 |
| Controlling Interruptions | p. 217 |
| Paperwork | p. 218 |
| Respecting Time | p. 219 |
| Effective Delegation | p. 221 |
| Defining Delegation | p. 222 |
| Responsibility and Accountability | p. 222 |
| Authority | p. 223 |
| Differentiating Delegation from Work Allocation | p. 224 |
| Benefits of Delegation | p. 224 |
| Benefits to the Delegator | p. 224 |
| Benefits to the Delegate | p. 224 |
| Benefits to the Organization | p. 224 |
| Benefits to the Patient | p. 224 |
| The Delegation Process | p. 224 |
| Identifying and Defining the Task and Level of Delegation | p. 224 |
| Determining Who | p. 226 |
| Describing Expectations | p. 227 |
| Reaching Agreement | p. 227 |
| Monitoring Performance and Providing Feedback | p. 227 |
| Accepting Delegation | p. 227 |
| Obstacles to Delegation | p. 228 |
| A Nonsupportive Environment | p. 228 |
| An Insecure Delegator | p. 228 |
| An Unwilling Delegate | p. 231 |
| Ineffective Delegation | p. 231 |
| Underdelegation | p. 231 |
| Reverse Delegation | p. 231 |
| Overdelegation | p. 231 |
| Liability and Delegation | p. 231 |
| Building and Managing Teams | p. 233 |
| Differentiating Groups from Teams | p. 234 |
| Group and Team Processes | p. 236 |
| Phases of Group and Team Development | p. 236 |
| Team-Building | p. 238 |
| Characteristics of Groups | p. 239 |
| Norms | p. 239 |
| Roles | p. 240 |
| Communication in Groups | p. 241 |
| How Groups Affect Individuals | p. 241 |
| The Nurse Manager as Team Leader | p. 242 |
| Group Task | p. 243 |
| Group Size and Composition | p. 243 |
| Managing Committees and Task Forces | p. 243 |
| Guidelines for Conducting Meetings | p. 244 |
| Managing Task Forces | p. 245 |
| Patient Care Conferences | p. 246 |
| Initiating and Managing Change | p. 248 |
| Nurse as Change Agent | p. 249 |
| Nurse as Entrepreneur | p. 249 |
| The Process of Change | p. 250 |
| Change Theories | p. 250 |
| Lewin's Force-Field Model | p. 250 |
| Lippitt's Phases of Change | p. 250 |
| Havelock's Model | p. 252 |
| Rogers' Diffusion of Innovations | p. 252 |
| Using Change Theories in Nursing | p. 252 |
| Planning Change | p. 252 |
| Assessment | p. 254 |
| Planning | p. 255 |
| Implementation | p. 255 |
| Evaluation | p. 256 |
| Change Agent Strategies | p. 256 |
| Power-Coercive Strategies | p. 257 |
| Empirical-Rational Model | p. 257 |
| Normative-Reeducative Strategies | p. 257 |
| Change Agent Skills | p. 258 |
| Responses to Change | p. 258 |
| Politics of Change | p. 259 |
| Human Resource Management | p. 263 |
| Recruiting and Selecting Staff | p. 264 |
| The Recruitment and Selection Process | p. 265 |
| Job Analysis | p. 267 |
| Recruitment | p. 268 |
| Where to Look | p. 268 |
| How to Look--Recruiting Sources | p. 269 |
| When to Look | p. 269 |
| How to Sell the Organization | p. 269 |
| Cross-Training as a Recruitment Strategy | p. 270 |
| Interviewing | p. 270 |
| Principles for Effective Interviewing | p. 271 |
| Developing Structured Interview Guides | p. 272 |
| Involving Staff in the Interview Process | p. 277 |
| Interview Reliability and Validity | p. 277 |
| Education, Experience, Licensure, and Physical Examinations | p. 278 |
| Integration of Information | p. 279 |
| Legality in Hiring | p. 279 |
| Negligent Hiring | p. 282 |
| Allocating Staff Resource | p. 284 |
| Staffing and Scheduling | p. 285 |
| Patient Classification Systems | p. 285 |
| Determining Nursing Care Hours | p. 288 |
| Determining FTEs | p. 288 |
| Determining Staffing Mix | p. 289 |
| Determining Distribution of Staff | p. 289 |
| Scheduling | p. 291 |
| Creative Staffing and Scheduling | p. 291 |
| Supplemental Staff | p. 291 |
| Turnover | p. 293 |
| Measurement Issues | p. 294 |
| Consequences of Turnover | p. 294 |
| A Model of Employee Turnover | p. 295 |
| Strategies for Controlling Turnover | p. 296 |
| A Systems Perspective | p. 296 |
| Performance Appraisal | p. 300 |
| A Model of Job Performance | p. 301 |
| Employee Motivation | p. 301 |
| Motivational Theories | p. 301 |
| Employee Ability | p. 307 |
| Employee Performance | p. 307 |
| The Performance Appraisal | p. 308 |
| Evaluation Philosophy | p. 309 |
| Components to Be Evaluated | p. 310 |
| Specific Evaluation Methods | p. 311 |
| Potential Appraisal Problems | p. 313 |
| The Appraiser | p. 315 |
| Documenting Performance | p. 316 |
| Diagnosing Performance Problems | p. 318 |
| The Performance Appraisal Interview | p. 318 |
| Preparing for the Interview | p. 318 |
| The Interview | p. 320 |
| Key Behaviors for an Appraisal Interview | p. 320 |
| Improving Appraisal Accuracy | p. 321 |
| Appraiser Ability | p. 321 |
| Appraiser Motivation | p. 322 |
| Rules of Thumb | p. 322 |
| Enhancing Employee Performance | p. 325 |
| Staff Development | p. 326 |
| Needs Assessment | p. 326 |
| Planning | p. 327 |
| Implementation | p. 330 |
| Evaluation | p. 333 |
| Designing Staff Development Programs for a Multicultural Staff | p. 334 |
| Day-to-Day Coaching | p. 335 |
| Dealing with a Policy or Procedure Violation | p. 336 |
| Disciplining Employees | p. 337 |
| Terminating Employees | p. 337 |
| Managing Selected Personnel Problems | p. 340 |
| Employees with Problems | p. 341 |
| Overachievers or Super-Achievers | p. 341 |
| Disgruntled Employees | p. 341 |
| Overstressed Employees | p. 341 |
| The Employee with a Substance Abuse Problem | p. 342 |
| Absenteeism | p. 346 |
| A Model of Employee Attendance | p. 346 |
| Managing Employee Absenteeism | p. 348 |
| Absenteeism Policies | p. 349 |
| A Systems Perspective | p. 350 |
| Family and Medical Leave | p. 350 |
| Workplace Violence | p. 351 |
| Collective Bargaining | p. 353 |
| Federal Legal Structure for Labor-Management Relations | p. 354 |
| Early Federal Regulations of Collective Bargaining | p. 354 |
| National Labor Relations Act (Wagner Act) | p. 354 |
| The Labor-Management Relations Act (Taft-Hartley Act) | p. 355 |
| Labor Management Reporting and Disclosure Act | p. 356 |
| Federal Sector Collective Bargaining | p. 356 |
| 1974 Health Care Amendments to Taft-Hartley | p. 356 |
| Process of Unionization | p. 357 |
| Selection of a Bargaining Agent | p. 357 |
| Certification to Contract | p. 358 |
| Contract Administration | p. 358 |
| Decertification | p. 358 |
| The Nurse Manager's Role | p. 359 |
| The Grievance Process: An Example | p. 359 |
| Strikes | p. 360 |
| Major Issues in Collective Bargaining for Nurses | p. 360 |
| Unit Determination | p. 360 |
| Labor-Management Committees | p. 361 |
| Definition of Supervisor | p. 362 |
| Nurses, Unions, and Professional Associations | p. 362 |
| Future of Collective Bargaining | p. 364 |
| Index | p. 367 |
| Table of Contents provided by Syndetics. All Rights Reserved. |