Planning

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Management Science
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Management Education
Planning
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Index - Child Subjects
Strategies
Change Mangement
Planning Steps
Scheduling
Prototyping
Human Resourses
Reviewing

 

Information has to be organized so it questions and challenges a company's strategy. To supply data is not enough. The data have to be integrated with strategy, they have to test a company's assumption, and they must challenge a company's current outlook...Peter Drucker (1988)

Introduction

The overall design and planning should be the first task in any project. It should also be performed over and over. With each new introduction the whole plan should be reviewed again. 

Too many projects are planned in stages where the more distant stages are not clearly thought out. The type of thinking, "They do not now have the technology", or "They do not have trained personnel" causes stages to be developed that are at a very low level and that have no real potential to go any higher.  Think about most Monitoring and Evaluation Projects where the goal is to simply collect "a few key indicators." 

A major part of Planning for a project is planning for the future and ensuring that what is done today is not a waste of time and money. Planning should not be done in a way that "demoralizes" the people by telling them "they are too backward."  Planning should be done in a way that encourages people to think about the future and what they can accomplish. 

Although many books on planning make a great deal to do of "process analysis," the analysis of the Present System, rarely can duplicating a existing manual system with a computer pay for itself. It is only by developing New Processes, New Information, and New uses for that Information that a Computer system pays for itself. In many cases, it is far better to throw out the old system than attempting to "made use of it." This is particular a problem in organizations that have legacy systems and jobs functions to protect. It is also a real problem if these very people are included in committees to help design the new system. 

Management is all about Planning.

The overall design and planning should be the first task in any project and it should be performed over and over. With each new introduction the whole plan should be reviewed again. 

 

The following questions should be asked in the design of any project:

  • Who -> Who are involved in the project (Stakeholders) 

  • What -> What are we going to do (Design)

  • Why -> Why we are going to do it. The motivation for the project (Drivers)

  • When -> When we are doing to do it (Scheduling)

  • Where -> Where we are doing to do it (Location)

  • How -> the procedures to follow (Processes)

  • With what resources 

  • Under what assumptions 

Who 

Stakeholders Demands 

The Stakeholders. (see Health Informatics - Stakeholders)

  • Individuals who often have a "subjective view" of their health

  • Family Members of the individual

  • Health Care workers

  • Health Care Organizations

  • Local Communities

  • Academia

  • Host Country

  • Donors

  • Other interested parties

    • Drug Companies

    • Equipment Vendors

    • Insurance Company

    • Employees

 

What

The Design of any information system should reflex the goals of the organization; the What we are going to do.

 

Computerizing an information system does NOT "have to start with a well-designed manual system that collects only the data that are essential to the organization's strategic goals." 

 

The worse computer design is that that duplicates a paper system. Many organizations feel themselves constrained by the "well designed paper system" and therefore are afraid to take advantages of new ideas and new processes. 

 

Whenever a computer designed is implemented it should reflex new processes and not just duplicating the old. The computer allows new ways of doing things. Take advantage of it. 

 

Types 

Contextual Design

The Contextual design reflexes the organizational goals, organization processes, and the organization's vision of the future.    

If the Contextual Design is not developed, no other planning can continue. 

Logical Design

The logical design of a information system is a high level design that maps and integrates the business process of the organization 

 

Physical Design

The physical design is the detail design. 

Methods

Top-down

The overall objectives of the organization are determined. The processes that are required to reach these objectives are then defined.

 

Bottom-up

The reports that are produced in the organizations are used to develop the systems

 

Combination

Use both the top-down and the bottom-up processes.

Why

In order to produce sustainable operational improvements, management must understand what drives the processes of the organization. 

The analysis should specify if any drivers, i.e., internal or external forces or requirements for change, are related to the integration initiative. Examples include:

 

Client

  • Client Demands

  • Quality Imperatives
  • Performance Issues

A key driver is the pressure to ensure that the care delivered to the patient is based on best-practice, evidence-based medicine.

 

Legal 

  • Regulatory Requirements

  • Legislative Requirements

  • Legal Liabilities

Environmental 

  • Increase in the Rate of Changes 

  • Increase Complexities in the Environment

  • Increase in Risks due to not Taking Action

  • Aging of the population

 

When

Scheduling of the Project and the allocation of Resources


Where

We are interested in International Public Health. The systems must be designed with the audiences in mind. Cultural considerations must be constantly taken into consideration.

 

How

 

Planning Steps

Planning is an order process of thinking about the project. 

 

Data Modeling

The use of data modeling helps develops this understanding of the objectives. Data modeling takes place within group meetings between IT personnel, project owners, and subject matter experts and clearing outlining the steps and processes needed to reach those objectives. These meetings help both sides of the table understand what is expected from the project and each other. 

 

Scheduling

Scheduling is the creation of the timing of the use of the resources necessary to accomplish the project objectives 

 

Prototyping

The software will be developed by using the “prototyping” method. Prototyping consists of building an experimental system rapidly and inexpensively for end users to evaluate. It is a method of building a preliminary design, trying it out, refining it, and trying again. Prototyping is most useful when there is some uncertainty about requirements or design solutions. This is particularly true of decision-oriented applications, where requirements tend to be very vague.  By interacting with the prototype, users can develop a template to create the final system. Since most users cannot describe their requirements fully on paper prototyping allows them to work with a system in order to determine exactly what they need. The methodology anticipates that they will change their minds; these changes can be incorporated easily and inexpensively during an early stage of development. This project will go beyond the conception and generality phase that is so common to many “development books” and will attempt to give real practical examples of methods of implementation and completed systems. This is the benefit of using a prototype.

 

Reviewing

Impact is the reason for the project. Without “impact” there is no reason to have the project. Many projects are implemented without any real way to measure impact. Reasons are given that it is too costly, or that the staff do not have the skills in order to perform the analysis, or that there is not enough time...[nothing needs to be said about these types of remarks]

 

Because a project does not take place in a vacuum, the manager must have the ability to recognize that changes need to be made and he needs to have the ability to make those changes; a failure to measure impact, is a failure to measure the ability of the manager to manage.

After planning is complete, all documents should be assembled. These documents should include but not be limited to the following:

  • Planning Documents (given above)

  • Results of Previous studies 

  • Data Flow Charts

  • Scheduling chart

  • Available Resources

    • Human Resources

    • Physical Resources

Change Management 

Manage the changes taking place

 

Simulation (What if?)

We are not finished!!! After planning is completed alternate strategies should be explored.

 

Get with the program

Most projects fail because of lack of commitment from its leadership, not because of project design. It is not enough for an executive to start the program and then walk away as many administrators do. Managers must provide continuous leadership and set the example.


Either get with the program or get off the boat. 

 

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