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© 2006 Thomson-Wadsworth
Learning Objectives
• Differentiate between strategic and operational planning.
• Describe the four functions of management.
• Describe methods to coordinate an organization’s activities.
• Outline methods for obtaining peak performance from employees.
© 2006 Thomson-Wadsworth
Introduction
• Community nutritionists must be good planners and managers.
• Management - the process of achieving organizational goals through planning, organizing, leading, and controlling.
© 2006 Thomson-Wadsworth
The Four Functions of Management
• Planning - the forward-looking aspect of a manager’s job and it involves setting goals and objectives, and deciding how best to achieve the goals and objectives.
• Organizing - focuses on distributing and arranging human and nonhuman resources so that plans can be carried out successfully.
© 2006 Thomson-Wadsworth
The Four Functions of Management
• Leading - influencing others to carry out the work required to reach the organization’s goals.
• Controlling - the function that regulates certain organizational activities to ensure that they meet established standards and goals.
© 2006 Thomson-Wadsworth
Planning
• Involves deciding what to do and when, where, and how to do it.
• Focuses on future events and finding solutions to problems.
• Planning is ongoing.
© 2006 Thomson-Wadsworth
Planning
• Types of Planning– Strategic planning - long-term
planning that addresses an organization’s overall goals.
© 2006 Thomson-Wadsworth
Planning – Types
• Strategic planning (continued)– Occurs over a period of several years,
and includes:• Formulating objectives• Assessing past, current, and future
conditions and events• Evaluating the organization’s strengths
and weaknesses• Making decisions about the appropriate
course of action
© 2006 Thomson-Wadsworth
Planning – Types
• Strategic planning (continued)– Typically done by senior managers.– Guides development of the
operational plans.
© 2006 Thomson-Wadsworth
American Dietetic Association Strategic Plan,
2004–2008• Mission• Vision• Values• Strategic Goals
© 2006 Thomson-Wadsworth
Planning – Types
• Operational planning - short-term planning that focuses on the activities and actions required to meet the organization’s goals.– Deals with specific actions,
expenditures, and controls and with the timing of these activities in a formal, structured process.
– Typically done by midlevel managers.
© 2006 Thomson-Wadsworth
Planning – Types
• Project management - coordinates a set of limited-scope activities around a single program or intervention.– Requires setting goals and objectives and
outlining the project’s critical path•Critical path - the series of tasks and
activities that will take the longest time to complete.
© 2006 Thomson-Wadsworth
Organizing
• The process by which carefully formulated plans are carried out.
• Managers arrange and group human and nonhuman resources into workable units to achieve organizational goals.
• Organizing function includes:– Organization structures– Job design and analysis– Human resource management
© 2006 Thomson-Wadsworth
Organization Structures
• The formal pattern of interactions and activities designed by management to link the tasks of employees to achieve the organization’s goals.
© 2006 Thomson-Wadsworth
Organization Structures
• In developing structure, managers consider the following:– How to assign tasks and
responsibilities.– How to define jobs.– How to group individual employees to
carry out certain tasks.– How to institute mechanisms for
reporting on progress.
© 2006 Thomson-Wadsworth
Organization Structures
• Organization charts– Give employees information about the
major functions of departments, relationships among departments, channels of supervision, lines of authority, and certain position titles within units.
– Help establish lines of communication and procedures.
– Do not depict rigid systems.
© 2006 Thomson-Wadsworth
Organization Structures
• Departmentalization - the manner in which employees are clustered into units, units into departments, and departments into divisions or other larger categories.
© 2006 Thomson-Wadsworth
Organization Structures
• Departmentalization (continued)– Span of control - the number of
subordinates who report directly to a specific manager.
– Although the ideal span of control has not been identified, some researchers argue that the range is about 5 to 25 employees, depending on the level of organization.
– Another method of coordinating an organization’s activities is through delegation or the assignment of part of a manager’s work to others.
© 2006 Thomson-Wadsworth
Organization Structures
• Line and staff relationships also help clarify an organization’s structure.– A person in a line position has direct
responsibility for achieving the organization’s goals and objectives.
– Staff - commonly used to refer to the group of employees who work in a particular unit or department.
– An employee in a staff position assists those in line positions.
© 2006 Thomson-Wadsworth
Job Design and Analysis
• Determining the various duties associated with each job in their area.
© 2006 Thomson-Wadsworth
Job Design and Analysis
• Job analysis - used to determine the purpose of a job, the skill set and educational background required to carry it out, and the manner in which the employee holding that job interacts with others.– The formal outcome of a job analysis is the
preparation of a job description.
© 2006 Thomson-Wadsworth
Job Design and Analysis
• Job description - a basis for rating and classifying jobs, setting wages and salaries, and conducting a performance appraisal.
© 2006 Thomson-Wadsworth
Human Resource Management
• Staffing - the set of human resource activities designed to recruit individuals to help meet the organization’s goals and objectives.
• Recruitment - attracting applicants and hiring candidates.
© 2006 Thomson-Wadsworth
Human Resource Management
• Both direct methods...– media-based advertisements in
newspapers, mailing personalized letters to potential applicants
• and indirect methods...– holding training sessions for professionals
• can be used as recruitment strategies.
© 2006 Thomson-Wadsworth
Human Resource Management
• Affirmative action - all activities designed to ensure and increase equal employment opportunities for groups protected by federal laws and regulations.
© 2006 Thomson-Wadsworth
Human Resource Management
• Evaluating Job Performance– Evaluating job performance and
providing feedback to employees about their performance is essential to maintaining good working relationships and can occur informally at any time.
© 2006 Thomson-Wadsworth
Human Resource Management – Evaluating Performance
• Performance appraisal - a formal method of providing feedback to an employee that involves:– Defining the organization’s expectations for
employee performance.– Measuring, evaluating, and recording the
performance compared with those expectations.
© 2006 Thomson-Wadsworth
Human Resource Management – Evaluating Performance
• Keys to conducting a good performance appraisal interview:– Start with clear objectives.– Focus on observable behavior.– Avoid vague, subjective statements of
a personal nature.
© 2006 Thomson-Wadsworth
Leading
• The management function that involves influencing others to achieve the organization’s goals and objectives.
© 2006 Thomson-Wadsworth
Leading
• Motivating Employees– Set high standards and stick to them.– Put the right person in the right job.– Keep employees informed about their
performance.– Allow employees to be a part of the
process.
© 2006 Thomson-Wadsworth
Leading
• Communicating with Employees– A critical managerial activity.– Can take the form of both verbal
communication and written communication.– Being a good communicator means paying
attention to people and events, observing the nuances of nonverbal and verbal communication, and becoming a good listener.
– Open communication results from the daily use of certain techniques and skills that promote communication.
© 2006 Thomson-Wadsworth
Controlling
• The management function concerned with regulating organizational activities so that actual performance meets accepted organizational standards and goals.
© 2006 Thomson-Wadsworth
Controlling
• The control function involves:– Determining which activities need
control– Establishing standards– Measuring performance– Correcting deviations
© 2006 Thomson-Wadsworth
Controlling
• Financial and Budgetary Control– Balance sheet - lists the organization’s
assets and liabilities.– Income statement - summarizes the
organization’s operations over a specific time period and lists revenues and expenses.
– The difference between revenues and expenses is the organization’s profit or loss.
• a.k.a. the “bottom line”
© 2006 Thomson-Wadsworth
Controlling – Financial and Budgetary Control
• Financial control is typically managed through an operating budget.– Budgeting - the process of stating, in
quantitative terms, the planned organizational activities for a given period of time.
– Closely linked to planning.
© 2006 Thomson-Wadsworth
Controlling – Financial and Budgetary Control
• Managers who can justify their budget requests are more likely to be successful in appropriating funds for their program’s projects and activities.
© 2006 Thomson-Wadsworth
The Better Health Restaurant Challenge
• Better Health Restaurant Challenge – Demonstrates how health professionals,
HMOs, restaurants, consumers, and health organizations can benefit from partnership
– Month-long, annual contest to determine the best-tasting low-fat restaurant menu items in the Minneapolis/St. Paul area
– Sponsored by HealthPartners, a large Minnesota-based managed-care organization
© 2006 Thomson-Wadsworth
The Better Health Restaurant Challenge
• Goals:– Increase the availability of tasty, low-
fat menu items in restaurants – Increase restaurant patrons’ selection
of low-fat menu items
© 2006 Thomson-Wadsworth
The Better Health Restaurant Challenge
• Objectives: – Promoting participating restaurants, menu
items, HealthPartners, and low-fat eating to the community
– Encouraging the long-term availability of low-fat items
– Providing low-fat dining options in a variety of eating establishments
– Increasing consumer/restaurant participation in the BHRC
© 2006 Thomson-Wadsworth
The Better Health Restaurant Challenge
• Methodology– Restaurants in the Minneapolis area were
contacted– Participating restaurants worked with
HealthPartners’ registered dietitians to: • Create at least 2 low-fat menu items• Train restaurant staff to promote the healthful
items• Keep at least 1 low-fat item on the menu for one
month• Extend a 20% discount on low-fat food items to
members of HealthPartners
© 2006 Thomson-Wadsworth
The Better Health Restaurant Challenge
• Methodology– Created ballots so that diners could
rate the low-fat items based on taste– Restaurants with the highest overall
taste ratings were declared winners
© 2006 Thomson-Wadsworth
The Better Health Restaurant Challenge
• Results– The number of participating
restaurants/locations has more than tripled– Number of different menu items has
increased from 60 to 280– 14,000 diners completed ballots– > ½ reported that items tasted better than
expected– Average taste rating = 4.13 out of 5
© 2006 Thomson-Wadsworth
The Better Health Restaurant Challenge
• Results (continued)– Majority said that they would order
the low-fat item again and that the BHRC program increased the likelihood of their ordering low-fat items in the future
– > 90% of restaurants kept their low-fat menu items on the menu after the program ended
© 2006 Thomson-Wadsworth
The Better Health Restaurant Challenge
• Lessons Learned– Treating diners as food critics
increased participation... – as did the challenge’s focus on foods
that taste good. – Big advertising budgets are not
necessary.
© 2006 Thomson-Wadsworth
Controlling
• Information Control– The community nutritionist manager needs
to collect, organize, retrieve, and analyze many types of data and information.
– Data - unanalyzed facts and figures.– Information - data that has been analyzed
and processed into a form that is meaningful for decision makers.
© 2006 Thomson-Wadsworth
Controlling – Information Control
• To be useful, information must be:– Relevant– Accurate– Timely– Complete– Concise
© 2006 Thomson-Wadsworth
Management Issues for “Heartworks for Women”: Case Study 1
• There are 3 management issues related to the “Heartworks for Women” program: – The critical path– The budget– Grantsmanship
© 2006 Thomson-Wadsworth
Management Issues for “Heartworks for Women”: Case Study 1
• The Critical Path– The nutritionist develops a timeline early in
the planning stages, when the program plan is outlined.
– One example of a timetable shows key marketing activities for the program.
– A team leader lays out the paths that must be completed to ensure that all program elements have been finalized before the launch date.
© 2006 Thomson-Wadsworth
Management Issues for “Heartworks for Women”: Case Study 1
• The Operating Budget– Operating budget - a statement of
the financial plan for the program that outlines the revenues and expenses related to its operation.
© 2006 Thomson-Wadsworth
Management Issues for “Heartworks for Women”: Case Study 1
• Extramural Funding– Early in the planning stages, one of
the team leaders identifies several activities for which extramural funding might be obtained.
© 2006 Thomson-Wadsworth
The Business of Community Nutrition
• Individuals need strong management skills, whether they work in the public or the private sector, and must be able to:– Set a direction for the business or program.– Define goals and objectives.– Organize the delivery of the product or
service.– Motivate people to help the organization
reach its goals.
© 2006 Thomson-Wadsworth
The Business of Community Nutrition
• Community nutritionists must be able to (continued):– Allocate materials, equipment,
personnel, and funds to operations.– Control data systems.– Provide leadership.
© 2006 Thomson-Wadsworth
The Business of Community Nutrition
• Management and leadership skills are needed to gain a competitive edge in an increasingly competitive health care environment.
© 2006 Thomson-Wadsworth
The Business of Community Nutrition
• Four strategies for success should be kept in mind:– Continually assess the competitive
environment.– Continually assess your strengths.– Build organizational skills.– Build managerial (people and
process) skills.
© 2006 Thomson-Wadsworth
Time Management
• Control Is Essential– Control - recognizing that it is easy
to become overwhelmed by the number of decisions we face about how we spend our time
– Taking control of your time means planning how you will spend it
– Planning starts with deciding what your priorities are
© 2006 Thomson-Wadsworth
Time Management
• Quadrant II Is Where the Action Should Be– Quadrant I = activities that are both
urgent and important• Focusing constantly on these tends to lead to
stress, burnout, and a sense that we are always putting out brushfires.
– Quadrant II = not urgent, but important• Highly effective people spend their time in
Quadrant II activities
© 2006 Thomson-Wadsworth
Time Management
• Quadrant II (continued)– Quadrant III = urgent, but not
important• Some people spend time in Quadrant III,
thinking that they are in Quadrant I. • Likely to feel out of control
– Quadrant IV = neither urgent nor important
© 2006 Thomson-Wadsworth
Time Management
• It’s as Easy as ABC– The first step in taking control of your
time is setting priorities– Write down all of the things you
should accomplish– Assign each item a priority of A, B, or
C (A = top priority)– Rank each activity within each
category: A-1, A-2, etc.
© 2006 Thomson-Wadsworth
Time Management
• The Top-10 Time Wasters– Telephone interruptions– Drop-in visitors– Meetings (scheduled and
unscheduled)– Crises– Lack of objectives, priorities, and
deadlines