C163 – Strategic Leadership and Future Delivery Models
Course of Study
This course supports the assessment for Strategic Leadership and Future Delivery Models. The
course covers 4 competencies and represents 1 competency units.
Introduction
Overview
Strategic Leadership and Future Delivery Models is a graduate-level course that emphasizes
strategic leadership in healthcare, focusing on the trends and directions in the industry and the
future of healthcare delivery. Future nurse leaders will have the opportunity to explore how the
strategic planning processes incorporates healthcare trends and the evolution of healthcare
systems, methods, and concepts in strategic leadership, and the ever-changing technology in
healthcare.
This course is designed to combine leadership skills necessary for managers to function
effectively in the changing healthcare industry and demonstrate the interdependence of
management functions and quality leadership in all phases of management process. It also
provides opportunities for critical thinking skills to be applied through experiential, self-initiated
learning experiences. You will have the opportunity to explore the foundations for decision
making, problem solving, and the management and leadership skills needed to address the
processes of planning, organizing, staffing, directing, and controlling necessary activities and
elements within a healthcare organization.
Getting Started
Welcome to Strategic Leadership and Future Delivery Models! This course will introduce and
examine many of the diverse roles nurses play in their professional lives. A number of key
issues related to this are also explored. Each is considered essential in the profession and none
of the topics covered in the course should be overlooked. There are two primary learning
resources provided that you will need to successfully complete this course: the Marquis, B. L., &
Huston, C. J. (2015). Leadership roles and management functions in nursing: Theory and
application (8th ed.) e-text and the CE Direct modules.
The Topics and Pacing outline organizes the learning materials into convenient blocks of
learning to help you begin, move through, and complete the course. The final performance
assessment for the course will measure your competencies with regards to foundational skills
and knowledge across all of the content areas. You will need to be conversant in all these areas
in order to communicate and collaborate effectively with your colleagues.
Watch the following video for an introduction to this course:
Note: To download this video, right-click the following link and choose “Save as…”: download
video.
Competencies
This course provides guidance to help you demonstrate the following 4 competencies:
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Competency 7016.1.1: Strategic Planning Process
The graduate evaluates the components of strategic planning and integrates strategic
planning within varied healthcare settings.
Competency 7016.1.2: Strategic Leadership Methods and Concepts
The graduate evaluates the use of systems theory, organizational development theory,
change management, and leadership concepts in the strategic planning process within
evolving healthcare settings.
Competency 7016.1.3: Evolving Trends in Healthcare and Nursing
The graduate evaluates healthcare trends and adapts strategic planning process to
meet the changing healthcare environment.
Competency 7016.1.4: Effect of Technology on Healthcare
The graduate evaluates the use of technology within the healthcare setting as it relates
to the organization’s strategic plan.
Nursing Dispositions Statement
Please review the Statement of Nursing Dispositions.
Course Instructor Assistance
As you prepare to demonstrate competency in this subject, remember that course instructors
stand ready to help you reach your educational goals. As subject matter experts, instructors
enjoy and take pride in helping students become reflective learners, problem solvers, and
critical thinkers. Course instructors are excited to hear from you and eager to work with you.
Successful students report that working with a course instructor is the key to their success.
Course instructors are able to share tips on approaches, tools, and skills that can help you
apply the content you’re studying. They also provide guidance in assessment preparation
strategies and troubleshoot areas of deficiency. Even if things don’t work out on your first try,
course instructors act as a support system to guide you through the revision process. You
should expect to work with course instructors for the duration of your coursework, and you are
encouraged to contact them as soon as you begin. Course instructors are fully committed to
your success!
Preparing for Success
The information in this section is provided to detail the resources available for you to use as you
complete this course.
Learning Resources
The learning resources listed in this section are required to complete the activities in this course.
For many resources, WGU has provided automatic access through the course. However, you
may need to manually enroll in or independently acquire other resources. Read the full
instructions provided to ensure that you have access to all of your resources in a timely manner.
Automatically Enrolled Resources
You can access the learning resources listed in this section by clicking on the links provided
throughout the course. You may be prompted to log in to the WGU student portal to access the
resources.
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VitalSource E-Texts
The following textbook is available to you as an e-text within this course. You will be directly
linked to the specific readings required within the activities that follow.
Marquis, B. L., & Huston, C. J. (2015). Leadership roles and management functions in
nursing: Theory and application (8th ed.). Philadelphia, PA: Lippincott Williams. ISBN:
9781451192810
Note: This e-text is available to you as part of your program tuition and fees, but you may
purchase a hard copy at your own expense through a retailer of your choice. If you choose to do
so, please use the ISBN listed to ensure that you receive the correct edition.
CE Direct
You will be directly linked to specific CE Direct modules at the activity level within this course.
Pacing Guide
This Pacing Guide suggests a balanced pacing structure for completion of the required learning
activities. The topics provide guidance to help you demonstrate the 4 competencies required for
this course. A block of learning generally relates to the amount of work the average student
should be able to complete in roughly a week, however, we recognize that adjustments in time
are common. Please use this as a guide to plan your own timelines for completion.
Block of Learning 1
Introduction
Preparing for Success
Learning Resources
Topics and Pacing
Getting Started
Strategic Planning Process
Components of Strategic Planning
Evaluating Implementation of Strategic Plans
Block of Learning 2
Strategic Leadership Methods and Concepts
Systems Theory and Organizational Development Theory
Change Management and Leadership Concepts
Block of Learning 3
Evolving Trends in Healthcare and Nursing
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Healthcare Trends and Evolution of Healthcare Systems
Evolution of the Nursing Care Environment
Block of Learning 4
Effect of Technology on Healthcare
Current Technology in Healthcare
Technologic Advances that Impact Healthcare Settings
Final Steps
Student Support
Note: This pacing guide does not replace the course. Please continue to refer to the course for
a comprehensive list of the resources and activities.
Strategic Planning Process
This course develops competencies essential for strategic nursing leadership within healthcare
settings by incorporating traditional management and leadership theories, concepts, tools and
knowledge into the management and navigation of the existing healthcare environment while
effectively addressing and strategically planning for evolving trends and technology that will
impact healthcare delivery and improve patient outcomes. Specific emphasis is placed on the
nurse leader’s role in the assessment and analysis of the healthcare environment, the
development, implementation and evaluation of strategic plans within a variety of healthcare
settings, as well as the impact of technology and transparency upon the provision of healthcare
and quality patient safety and patient outcomes.
Components of Strategic Planning
Strategic planning is essential to the improving the outcomes of healthcare and requires nurse
leaders to understand trends, population needs, organizational culture, and change process in
addition to the specific tools involved in the strategic planning process. Nurse leaders must be
proactive in planning, in problem identification, and effective in implementing change driven by
forecasting changes, regulation changes, changes in accreditation standards or trends in
research.
This topic addresses the following competency:
Competency 7016.1.1: Strategic Planning Process
The graduate evaluates the components of strategic planning and integrates strategic
planning within varied healthcare settings.
This topic highlights the following objectives:
Discuss how the process of strategic planning can be integrated in various healthcare
settings.
Explain how various strategic planning tools and processes are used within a healthcare
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organization.
Evaluate organizational strategic plans for relevance and effectiveness in relation to the
current healthcare environment.
Read: Forces of Change
As you read the section below, take notes on the following key points:
leadership roles and management function in operational and strategic planning
rapidly changing and emerging paradigms
influences of robotics, biometrics, elderly population, aging workforce and access to
healthcare information
planning for developing a strategy
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 138-143 in chapter 7 Strategic and Operational Planning
After reading the text, identify six forces affecting today’s healthcare system in your notes:
Consider and include legal, political, economic, social and ethical forces.
Prioritize how you as a nurse leader will be affected by these changes.
Choose one force and explain how it could affect strategic planning within your
healthcare organization.
List: Tools of Strategic Planning
As you read the section below, take notes on the following key points:
role of forecasting in strategic planning
dimensions of strategic planning
SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis
balanced scorecard
management process of strategic planning
vision, mission, and philosophy statements as related to the strategic plan
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 143-150 in chapter 7 Strategic and Operational Planning
In your notebook:
Create a list of the steps in the management process of completing a strategic plan.
Explain how the vision, mission and philosophy statement relate to the strategic plan.
Identify two different healthcare organizations in your notebook, then list the individual
leadership positions that would be involved in the strategic and operational planning
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within the organization. Consider your employing organization.
Apply: SWOT Analysis
Based on what you have read, apply what you now know about strategic planning tools by
performing a detailed SWOT analysis of your healthcare organization or department setting in
your notebook:
Identify a preliminary focus for a strategic vision that could be implemented within your
organization or on your unit.
Describe the vision and how it relates to the mission of the organization.
Then, identify the strength of the organization and explain how these strengths can be
beneficial to the vision.
Now identify the weakness of the organization.
Explain how the identified weakness might be fortified to promote success of the vision.
Define the external opportunities within your local community and explain how
they might influence the strategic vision.
Finally, identify and explain the external threats that have the potential to derail the
vision.
Analyze: Documents Guiding a Strategic Plan
As you read, take notes on the following key points:
importance of philosophies and values
purpose of organizational goals and objectives
purpose of policies, procedures, and rules
barriers to planning
integrating leadership and management in planning
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 150-158 in chapter 7 Strategic and Operational Planning
After completing the reading, write your own philosophy in your notebook.
Compare your philosophy with the philosophy of your organization or a local health care
organization
Explain where they align and where there is a discrepancy. Now, create a matrix in your
notebook:
Determine the relationship between each step of the strategic plan and the
organizational goals, objectives, policies, procedures and rules.
Identify areas of disconnect and explain how these could be a barrier to planning for a
nurse leader.
Explain which part of the strategic plan would require management skills, leadership
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skills or both sets of skills.
Connect: Quality of Care and Organizational Change
As you read, take notes on the key points in your notebook, reflect on the reading and explain:
relationship between change theory and the need to make strategic choices
responsibilities of leaders and managers in the change process
the need for change in the healthcare organization
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 162-179 chapter 8 Planned Change
Read the following:
Quality of Care: A Process for Making Strategic Choices in Health Systems
Integrate: Leadership Theory and Change Theory
As you read, take notes on the following key points:
differences between managers and leaders
roles of managers and leaders in decision making
management theories
leadership theories
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 32-48 in chapter 2 Classical Views of Leadership and Management
Based upon your readings, explain the alignment between change theories and leadership
theories in your notebook. Based upon the alignment, explain where management fits into the
change process.
Apply: WHO Article
Review the article from the World Health Organization (WHO). As you read consider the
following key points:
What are the steps in the process recommended by the World Health Organization?
What choices will a nurse leader need to consider in the strategic planning process?
In your notebook explain what this process may look like within your organization and identify
who are the key stakeholders in the process.
Review the following:
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Quality of Care: A Process for Making Strategic Choices in Health Systems
Analyze: Strategic Plans of Various Healthcare Settings
Based upon your prior readings, use the internet (cite your sources for future reference) and
identify two healthcare organizations that operate in different settings. Then, in your notebook,
compare/contrast each organization’s strategic plan in reference to the following:
Does the strategic plan address current healthcare trends and population needs?
Does each plan take into consideration the unique needs of each setting in providing
quality patient outcomes?
What is the involvement of nursing leadership in the strategic plan?
Does the strategic plan reference decision making, use of data, data analysis,
benchmarking? Is the information complete or are there gaps?
If gaps are noted, how would you make recommendations as a nurse leader within this
organization?
What are the specific strategic planning tools/processes identified and noted within the
plan? Are there other tools/processes you would incorporate?
What is the method of communication/consensus building?
What might be some of the barriers encountered in the implementation of this plan and
how would you as a nurse leader effectively overcome
them?
Based upon your analysis, do you believe the strategic plans are able to be effectively
implemented within each organization and achieve the outcomes identified? Explain.
Apply: Strategic Plan Development
Based upon your prior reading and activity, use your SWOT analysis/strategic vision outlined in
the previous activity and respond in your notebook:
Expand the analysis of your healthcare organization or department setting to include
specific strategic plan objectives and measurable outcomes.
Provide a detailed implementation plan on how you, as a nurse leader, would integrate
this process.
Evaluating Implementation of Strategic Plans
Strategic plans are not static, they are fluid, and require periods of planned evaluation to assess
the progress toward the goals, objectives, and outcomes outlined. This is especially important
given the rapidly changing healthcare environment. Continuous change requires nurse leaders
to remain constant change agents providing a continuous evaluation of the internal factors of
organizational culture, mission, and philosophy in response to the strategic plan. Nurse leaders
must also stay abreast of the external factors of competition, reimbursement, and population
needs. They are also required to have an effective understanding of communication skills to be
able to navigate the communication process across all departments within an organization.
This topic addresses the following competency:
Competency 7016.1.1: Strategic Planning Process
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The graduate evaluates the components of strategic planning and integrates strategic
planning within varied healthcare settings.
This topic highlights the following objectives:
Identify the factors that affect successful implementation of strategic plans.
Explain how to successfully communicate a strategic plan within the culture of a
healthcare organization.
Evaluate the effectiveness of a strategic plan on meeting organizational goals.
Apply: Implementing the Plan
As you read, consider the process of strategic choices in health systems. Take notes on the
following key points:
forecasting in strategic planning processes
barriers and ways to overcome them
organizational mission and philosophy
personal and organizational values
Review the following section in Leadership Roles and Management Functions in Nursing:
Theory and Application:
pages 138-160 in chapter 7 Strategic and Operational Planning
After reading the text, identify the following principles for your organization and record them in
your notebook, if you are not employed, create the following for a fictitious organization:
mission statement
philosophy
goals and objectives
Explain how the first three items listed relate to the policies, procedures and rules of your
organization.
Apply: Philosophy in Strategic Planning and Management Decisions
The activity below is based upon/modified from activity 7.6 in the text.
Susan is the supervisor of the 22-bed oncology unit at Memorial Hospital, a 150 bed hospital.
Unit morale and job satisfaction are high, despite a unit occupancy rate of less than 50% in the
last 6 months. Patient satisfaction on this unit is as high as or higher than that of any other unit
in the hospital. Susan’s personal philosophy is that oncology patients have physical, social, and
spiritual needs that are different from other patients; both the unit and nursing service
philosophy reflect this belief. Therefore, nurses working in the oncology unit receive additional
education, orientation, and socialization regarding their unique roles and responsibilities in
working with oncology patients.
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At this morning’s regularly scheduled department head meeting, the chief executive
nursing officer suggests that because of extreme budget shortfalls and continuing low census,
the oncology unit should be closed and its patients merged with the general medical-surgical
patient population. The oncology nursing staff would be reassigned to the medical-surgical unit,
with Susan as the unit’s co-supervisor.
The idea receives immediate support from the medical-surgical supervisor because of the
current staffing shortage on her unit. Susan, startled by the proposal, immediately voices her
disapproval and asks for 2 weeks to prepare her argument. Her request is granted.
In your notebook explain what values or beliefs are guiding Susan, the chief executive nursing
officer, and are guiding the medical-surgical unit supervisor. Determine and specifically outline
an appropriate plan of action for Susan. What impact does a unit or nursing service philosophy
have on the actions of management and employees?
Now, complete Learning Activity 7.6 in Leadership Roles and Management Function in Nursing:
Theory and Application:
page 152 in chapter 7 Strategic and Operational Planning
Reflect: Individual and Organizational Values
Complete the following in Leadership Roles and Management Function in Nursing: Theory and
Application:
Learning Exercise 7.6 page 152 in chapter 7 Strategic and Operational Planning
Refer to your work in the prior activity. Using what you have learned about values, value
indicators, and value clarifications, answer the following questions in your notebook. Take the
time to reflect on your values before answering.
List three or four of your basic beliefs about nursing.
Ask yourself, do you value nursing? Was it freely chosen from among alternatives after
appropriate reflection? Given your experiences, would you still choose nursing as a
career?
Are your personal and professional values congruent? Are there any values espoused
by the nursing profession that are inconsistent with your personal values? How will you
resolve resultant conflicts?
Next, in your notebook compare your personal and professional values from the above
questions with your organization’s or department’s values, mission and philosophy statements.
Are they consistent or are there areas of conflict?
Describe how you would manage conflicting areas
As a nurse leader what methods would you use to counsel staff in similar reflections
relative to managing their personal, professional and organizational values?
What is the impact on organizational or departmental outcomes when staff values are in
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conflict with the strategic vision?
Evaluate: Strategic Plan and Achieving Goals and Objectives
Based upon your prior reading, identify a recent strategic initiative within your organization or
department.
In your notebook, evaluate the effectiveness of the goals/objectives outlined in the plan. Were
they clear, measurable, relevant, and realistic? Was the initiative successful? If yes, explain
why.
If not, how might you rewrite the goals and objectives to achieve a better outcome that is more
relevant to the current healthcare environment?
How would you focus on communicating this new strategic initiative?
What specific communication strategies and leadership skills would you integrate?
How would you overcome potential barriers that may have prevented success of the
original plan?
Strategic Leadership Methods and Concepts
The graduate evaluates the use of systems theory, organizational development theory, change
management, and leadership concepts in the strategic planning process within evolving
healthcare settings.
Systems Theory and Organizational Development Theory
The process of change within healthcare is unique because the environment changes
dramatically. In the healthcare environment, change is often rapid and can be unpredictable. his
process can be managed more effectively when systems theory approaches that recognize the
impact and influence of each change agent involved are included. Change is most successful
when it is effectively aligned with the current organizational environment and is flexible enough
to allow for adaptations to the plan as new goals, objectives, and structures develop during the
process. Nurse leaders must incorporate systems theory and organizational development into
their strategic planning processes in order to achieve the desired outcomes.
This topic addresses the following competency:
Competency 7016.1.2: Strategic Leadership Methods and Concepts
The graduate evaluates the use of systems theory, organizational development theory,
change management, and leadership concepts in the strategic planning process within
evolving healthcare settings.
This topic addresses the following objectives:
Apply concepts of systems theory to the strategic planning process.
Apply concepts of organizational development theory to the strategic planning process.
Identify a specific systems theory used in a given healthcare setting.
Match concepts of organizational development theory to relevant healthcare
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organization problems.
Apply: Planned Change
As you complete the listed material below, take notes on the following key points:
planned change and change by drift
strategies to manage resistance to change
impact of chaos and the butterfly effect on both short-and long-term planning
critical features of complex adaptive systems
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 163-175 in chapter 8 Planned Change
Respond in your notebook:
Assume that morale and productivity are low on the unit where you are a new manager. In an
effort to identify the root of the problem, you have been meeting informally with staff to discuss
their perceptions of unit functioning, and to identify sources of unrest on the unit. Based on
these meetings, you believe that one of the greatest factors leading to unrest is a long-standing
issue with the limited advancement opportunity for your staff. You would like to rotate the
change nurse position but are unsure of your staff’s feelings about the change.
Identify the action you could take in unfreezing, movement and refreezing using the phases of
change identified by Lewin.
Explain the greatest barriers to this change.
Explain the strongest driving forces.
Analyze: Organizational Structure
As you read take notes on the following key points:
staff relationships, span of control, unity of command, and scalar chains on the
organizational chart
shared governance and differences from participatory decision making
impact of group think on organizational decision making
characteristics of magnet designated healthcare organization that exemplify the 14
forces of magnetism
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 260–284 in chapter 12 Organizational Structure
Respond to the following in your notebook:
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In your organization, consider the committee work that you have been involved in and explain
what has contributed to the productivity of the committees on which you have served.
Have you ever served on a committee that made recommendations on which higher
authority never acted?
What was the effect on the committee members?
Create: Communication
As you read, take notes on the following key points:
the relationship between sender, message, and receiver in communications
strategies for managers to increase clear and complete organizational communication
SBAR (Situation, Background, Assessment, Recommendation) in patient situations as
well as routine hand-offs
culture and gender variables impacting communication
challenges created by technology for communication in contemporary organizations
assessing stages of group formation
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 437-464 in chapter 19 Organizational, Interpersonal and Group Communication
Respond to the following in your notebook:
You are a nurse leader for a large children’s hospital. In the last two weeks, eleven cases of
head lice have been reported among staff and patients. The potential for spread is high and
staff and families are growing anxious.
Compose a memo for distribution to the staff and another to be distributed to patients’ families,
with the goals of informing, reassuring, and responding to direct inquiries.
Reflect: Organizational Development Theory
Keep the prior readings in mind as you complete Learning Exercise 8.5 Young or Old
Organization?
Complete the following in Leadership Roles and Management Functions in Nursing: Theory and
Application:
Learning Exercise 8.5 page 175 in chapter 8 Planned Change
Reflect on the organization in which you work, or the nursing school you attend. Do you believe
that this organization has more characteristics of a young or aged organization?
In your notebook:
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Diagram on a continuum from birth to death, where you feel that this organization would
fall.
What effort has the organization taken to be dynamic and innovative?
What further efforts could be made?
Do you agree or disagree that most organizations change unpredictably?
Can you support your conclusions with examples?
Taking this exercise one step further, identify a current strategic initiative within your
organization or department and review/reflect on how this initiative will influence the
organizational development concepts reviewed.
Analyze: Culture and Development Theory
Based upon your prior readings, use Display 12.4 Assessing the Organizational Culture to
analyze your organizational culture and identify what areas should be focus topics for
improvement and explain how this would impact the overall organizational development and
outcomes of the organization. Develop a preliminary draft of a strategic plan that would address
these topics.
Review the following in Leadership Roles and Management Functions in Nursing: Theory and
Application:
Display 12.4 page 276 in chapter 12 Organizational Structure
Apply: Systems Theory
Based upon prior readings, review the Display 8.4 Features of Olson and Eoyang’s (2001)
Complex Adaptive System approach to Change. Respond to the following in your notebook.
Apply these key concepts to an initiative within your organization or department. Does
the initiative take these concepts into consideration?
Does the plan/initiative allow for the flexibility and uncertainty anticipated using the
systems theory approach?
Compare/contrast the complex Adaptive Systems Approach to Change with the concept
of shared governance within healthcare settings.
Review the following in Leadership Roles and Management Functions in Nursing: Theory and
Application:
Display 8.4 page 173 in chapter 8 Planned Change
Change Management and Leadership Concepts
Effective, transformational leadership within healthcare requires not only strong management
skills in order to accomplish the necessary tasks of the organization, but also the leadership
skills to understand the environment, outline the course of action, influence, guide, direct and
achieve the objectives set forth. Such a role involves emotional intelligence and other key
leadership traits such as integrity, accountability and ethics. Nurse leaders must recognize their
unique role in moving organizations forward to achieve true, significant and impactful change
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within healthcare.
This topic addresses the following competency:
Competency 7016.1.2: Strategic Leadership Methods and Concepts
The graduate evaluates the use of systems theory, organizational development theory,
change management, and leadership concepts in the strategic planning process within
evolving healthcare settings.
This topic addresses the following objectives:
Describe nursing leadership best practices in change management within healthcare
settings.
Discuss the relationship between change theory concepts and the strategic planning
process.
Analyze the effect of leadership in rapidly evolving healthcare settings.
Explain the importance of individual values, accountability and ethics in effective
leadership.
Explain how to effectively integrate concepts of emotional intelligence (EI) into daily
interactions as part of leadership and change management roles.
Read: Leadership/Management
As you read take notes on the following key points:
types of leadership you feel are most effective in your organization
significance of professional and institutional licenses
impact of civil law on nursing practices
differences between legal and ethical accountability
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 53-68 in chapter 3 Twenty First Century Thinking About Leadership and
Management
Read: Staffing Needs and Scheduling Policies
As you read, takes note on the following key points:
impact of both human and social capital within healthcare environments
impact that staffing has on creating organizational change
use of the evidence based approach in determining staffing needs
standard patient classification formulas to determine staffing needs based on patient
acuity
relationship between flex time and self-scheduling to increase job satisfaction
staffing policies in a given situation
agency minimum policy needs for staffing and scheduling
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Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 388-412 in chapter 17 Staffing Needs and Scheduling Policies
Read: Organizational Structure
As you read take notes on the following key point:
effective healthcare organizational structures
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 260-286 in chapter 12 Organizational Structure
Read/Relate: Requisites for Success
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 2-31 in chapter 1 Decision Making, Problem Solving and Critical Thinking
After reading, complete the following in your notebook:
Examine the process that you used in your decision to become a nurse.
Relate the process to the economic man and the administrative man.
Which of these two profiles relates to the process you used to make your career
decision?
Apply: Decision Making
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 16-25 in chapter 1 Decision Making, Problem Solving and Critical Thinking
Read the identified pages from your textbook and then in your notebook:
Explain a problem that you solved or a decision that you made in your daily work.
Describe what theoretical model you used to assist you in the process.
Determine if you consciously used a model or if it was purely by accident.
Did you seek the assistance of other leaders from the organization? Did their assistance
provide guidance?
Did the outcome create a solution?
Would a different model or process discussed in the text have created a similar or easier
to reach outcome?
Differentiate: Leadership and Management
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Based upon your prior readings, complete the following in your notebook:
Create a Venn diagram that compares and contrasts management and leadership.
Identify the nine factors of full range leadership theory
Identify whether those factors are transformational, transactional or Laissez Faire.
Explain the difference between a leader and a manager.
Identify individuals within your organization that fall into each category.
In your notebook, define the following:
scientific management
bureaucratic organizations
management functions
activities of management
Hawthorne effect
Theory X and Theory Y
employee participation
Great Man theory
trait theory
behavioral theory
situational leadership theory
contingency leadership theory
leadership effectiveness theory
interactional leadership theory
Theory Z
interactive leadership theory
collaborative practice matrix
transformational leadership
transactional leader
transformational leader
full range leadership theory
integrating leadership
management
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 32-48 in chapter 2 Classical Views of Leadership and Management
Read: Managing Conflict
As you read, reflect and take notes on the following key points:
What are the methods for managing conflict?
Gauge your own emotional intelligence in response to specific circumstances within your
organization.
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Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 487-513 in chapter 21 Effective Conflict Resolution and Negotiation
Write: Leadership and Conflict Resolution
Based upon your reading of chapter 21, review Display 21.1 on page 489 and respond to the
questions in Learning Activity 21.1 on page 490 of the text in your notebook.
In addition, include a written response to:
How do you feel your personal views about conflict impact your role as a nurse leader?
Identify one of the leadership roles and one of the management functions listed in
Display 21.1 that you consider important in nurse leadership, and describe it in detail.
Identify one of the leadership roles and one of the management functions in which you
consider yourself deficient. Describe why as well as how you plan to improve.
Review the following in Leadership Roles and Management Functions in Nursing: Theory and
Application:
Display 21.1 on page 489 in chapter 21 Effective Conflict Resolution and Negotiation
Identify: Conflict Resolution
Based upon your reading, respond in your notebook to the questions about how conflict
resolution within your organization occurs.
Describe an incident that you have experienced or witnessed where compromise
occurred.
Explain a time when you witnessed or used the competing approach. Describe the
situation and the outcome.
Explain a time that you used cooperating or accommodating to solve a problem.
Identify and explain a situation wherein you could use smoothing to manage a conflict.
Explain when the avoidance approach would be the best response to a conflict.
Describe a conflict in which you witnessed or participated in collaboration as a means of
conflict resolution.
Review in the following section in Leadership Roles and Management Functions in Nursing:
Theory and Application:
pages 487-497 in chapter 21 Effective Conflict Resolution and Negotiation
Analyze: Conflict Management
Review Learning Exercise 21.8 on page 511, and based upon your reading, respond in you
notebook:
Identify the conflicts in this scenario.
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Identify the individuals involved in the conflict.
Rank in order of importance the requests in the scenario.
Identify what is and is not negotiable in the scenario.
Explain the rationale for each of the ranked requests, including the outcome, explaining
if each request is or is not met.
Complete the following in Leadership Roles and Management Functions in Nursing: Theory and
Application:
Learning Exercise 21.8 page 511 in chapter 21 Effective Conflict Resolution and
Negotiation
Analyze: Forces Affecting Healthcare
Review the following section in Leadership Roles and Management Functions in Nursing:
Theory and Application:
pages 138-160 in chapter 7 Strategic and Operational Planning
Review the bulleted list on page 140 in chapter 7. Then, in your notebook, based upon in the
information, respond to the following:
Identify six additional forces, beyond those identified in this chapter, affecting today’s
healthcare system. You may include legal, political, economic, social, or ethical forces.
Prioritize these forces in terms of how they will affect you as a manager or RN within
your organization.
For at least one of the six forces identi?ed, brainstorm how that force would affect your
strategic planning as a unit manager or director of a healthcare agency.
Identify which of the leadership roles and management functions listed in Display 7.1
would be most crucial to your success in the implementation of this strategic initiative.
Identify which concepts of change theory will be most important to utilize during the
implementation to ensure true change.
Reflect: Personal Leadership Style
Review the following section in Leadership Roles and Management Functions in Nursing:
Theory and Application:
pages 138-160 in chapter 7 Strategic and Operational Planning
In your notebook, record your reflections on the following questions:
Define your predominant leadership style.
Confirm your response by seeking input from individuals who work with you. Do they
agree that this is your predominant leadership style?
What style of leadership do you work best under?
What leadership style best describes your present or former managers?
Does your leadership style incorporate the leadership roles and management functions
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noted in Display 7.1 on page 140?
Describe how your leadership style aligns with the functions listed in Display 7.1.
Analyze: Changing Roles of Nurses
As you read, analyze the article in regards to the points below. Summarize your thoughts in your
notebook:
What do you see as the greatest impact nurses and nurse leaders can have within the
healthcare field?
What do you believe is the top priority nurses and nurse leaders should consider for
patients?
Compare and contrast the goals of what has been the “traditional” healthcare
environment with the new “accountable care organization” environment? What do you
see as the greatest benefits and challenges?
What is the nurse leader’s role within the ACO environment?
Read the following article:
The Changing Role of Nurses
Write: Ethics
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 70-93 in chapter 4 Ethical Issues
As you read, take notes on the following key points, based on the information gleaned from
Display 4.3 on page 79:
Consider the impact of ethics on nurse leadership.
Do you actively incorporate ethics in your current nursing practice? If so, how and in
what situations? If not, why and how do you plan to incorporate as a nurse leader?
Identify and explain the key ethical principles that you feel are essential to nursing
leadership, and why.
What are the most important ethical principles that should be applied within the rapidly
changing healthcare environment?
Examine: Power and Political Savvy
As you read, consider and take notes on the following key point:
Identify how a nurse leader’s power and authority can aid in empowering staff.
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 287-310 in chapter 13 Organizational, Political and Personal Power
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Review Display 13.4 Leadership Strategies: Developing Power and Political Savvy. Then, in
your notebook, complete the learning activity 13.8 Friendship and Truth on page 307:
How should you proceed?
How should you use your power and authority when dealing with the problem?
Relate: Decision Making
Relate Display 13.4 to Learning Exercise 13.6 Empowering Your Staff. In your notebook, devise
a political strategy for successfully empowering the staff that report directly to you.
Consider the three elements necessary in the empowerment process: professional traits
of the staff, supportive environment, and effective leadership.
Of these things, what is in your sphere of control?
Where is there danger of your plan being sabotaged?
What change tactics can you use to increase the likelihood of success?
Evolving Trends in Healthcare and Nursing
The graduate evaluates healthcare trends and adapts strategic planning process to meet the
changing healthcare environment.
Healthcare Trends and Evolution of Healthcare Systems
The healthcare environment is in a state of nearly constant and dramatic change. These
evolving trends represent multiple efforts to improve patient and organizational outcomes,
decrease costs, increase healthcare resources, and access for patients/consumers. As a result,
nurse leaders must be acutely aware of and involved with the introduction of new technological
advances, understanding of new care settings, evidence-based practice and outcome
measurement, quality improvement, risk management, and the potential ethical, legal and social
issues related to these trends.
This topic addresses the following competency:
Competency 7016.1.3: Evolving Trends in Healthcare and Nursing
The graduate evaluates healthcare trends and adapts strategic planning process to
meet the changing healthcare environment.
This topic addresses the following objectives:
Analyze the effect of current healthcare trends on emerging population needs and
organizational sustainability.
Describe evolving healthcare settings.
Select an appropriate care delivery strategy to meet the evolving demands on a
healthcare organization.
Discuss how to incorporate evidence-based practice and quality improvement into a
healthcare organization’s strategic plan.
Analyze the effect of rapidly advancing technologies on ethical, legal, and social issues
in healthcare delivery.
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Identify: Legal Issues in Healthcare
As you read, take notes on the following key points:
professional codes of ethics as guides
the ethical component of decision making liability
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 94-116 in chapter 5 Legal and Legislative Issues
Review Table 5.2 on page 96. Then complete Learning Exercise 5.1 on page 97 of the text in
your notebook.
Based upon the exercise select one specific case and identify areas where risk management,
evidence-based practice and quality improvement methods may have prevented the situation
from occurring.
Write: Quality Control and Outcomes Measurement
As you read, take notes on the following key points:
elements of evidence-based nursing practice
external forces on quality control
quality assurance models
quality improvement models
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 542-572 in chapter 23 Quality Control
Complete Exercise 23.2 on page 561 in your notebook.
Compare: Aging in America
Review the Socioecological Model on page 55, and the Health Impact Pyramid on page 57 of
the Sustainability Planning Guide linked below. Also note the mental health programs included
in Brief #2 of the State of Mental Health and Aging series.
Read the following documents:
A Sustainability Planning Guide for Healthy Communities
The State of Mental Health and Aging in America
In your notebook, compare and contrast these program developments to the process of
strategic planning and respond to the prompts:
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Evaluate the definition of sustainability included on page 8: “A community’s ongoing
capacity and resolve to work together to establish, advance, and maintain effective
strategies that continuously improve health and quality of life for all”.
Identify specific methods in which nurse leaders can impact change at the community
level in your community.
What are some of the most prevalent needs?
Outline and describe the particular population/culture/socioeconomic dynamic of your
community.
Do you have a large number of elderly?
Are there programs available to provide mental health support to the elderly in your
community?
Where do you see the greatest potential for sustainable change?
How are programs such as these successful in moving from the individual level to the
public policy level?
What is your organization doing to meet the needs of the community? Is the care
delivery approach being utilized successful?
What may be another option for a care delivery system that may more effectively
address the needs of the community you live in?
What technology could assist in meeting the healthcare needs?
How where do socioeconomic factors fit into the pyramid, and how do they affect
movement up the pyramid?
Compare this pyramid model to the healthcare delivery model in most communities of
the United States.
Does the current model meet these foundational needs? Identify the social, ethical and legal
ramifications of the current healthcare delivery model.
Explain: Telemedicine Technology
As you read the article, respond to each of the questions or statements in your notebook.
What are the most notable benefits of telemedicine technology?
What are the potential problems?
What type of population could benefit the most, but might have the most difficulty
adjusting to this type of technology? How could the implementation plan accommodate
for this challenge?
Do you feel such a technology could improve the system of healthcare delivery within
the U.S? If so, how? If not, why?
Review the ethical and legal issues involved in the use of telemedicine.
Develop a brief power point presentation to propose the implementation of a
telemedicine technology initiative within your organization or department.
Read the following article:
Telemedicine in Healthcare 2: The Legal and Ethical Aspects of Using New Technology
Synthesize: Ethical Implications of Healthcare Technology
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Based upon prior reading and activities, perform an internet search to identify an advanced
technology within healthcare that has significant ethical and potentially legal implications for
either patients or providers and include your findings in your notebook.
Investigate and evaluate the implications and the potential risks, benefits, outcomes,
and further advances for treatment or care of patients.
Identify the potential short and long-term impact on population and insurance benefits.
Write a position statement based upon your findings and opinion on the topic.
Evolution of the Nursing Care Environment
In the current era of consumer-driven healthcare, the need for organizations to be transparent
and report outcomes, quality scores, and customer satisfaction reports to the public has
affected the nursing care environment. Nurses now have greater opportunities to impact change
within a variety of healthcare settings and across the healthcare continuum to ensure improved
outcomes for populations of patients. Nurse leaders must be competent in the understanding
and navigation of this changing environment of care and enable/empower staff to advocate for
change, quality of care in all settings.
This topic addresses the following competency:
Competency 7016.1.3: Evolving Trends in Healthcare and Nursing
The graduate evaluates healthcare trends and adapts strategic planning process to
meet the changing healthcare environment.
This topic addresses the following objectives:
Analyze the effect of shared decision-making within healthcare settings.
Recommend ways to incorporate principles of cultural competence, diversity, and
community involvement into the delivery of patient care.
Evaluate shared accountability between providers and patients in the delivery of care.
Analyze how Hospital Consumer Assessment of Healthcare Providers and Systems
(HCAHPS) scores reflect the implementation of shared accountability between patients
and providers in a healthcare setting.
Describe the role of the nurse leader as a health-policy change agent.
Apply: Diversity and Culture
Based upon your reading, and the guiding principles of the AONE (American Organization of
Nurse Executives), compose a draft outlining a potential diversity/cultural competency initiative
within your organization or department in your notebook. Be sure to include action items that will
address each of the guiding principles. Be sure to include who the key stakeholders would be
and how you would incorporate them into the process.
Include your timeline for completion,
Explain how you would measure your success.
Identify how you will maintain a “culturally attentive” environment within your
organization/department once this initiative is complete.
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Review the AONE information:
AONE Guiding Principles for Diversity in Healthcare Organizations
Evaluate: Consumer Assessment of Healthcare Providers and Systems
For this activity, you will utilize the resources below:
Health Care Leader Action Guide to Effectively Using HCAHPS
HCAHPS
Summary of HCAHPS Survey Results (State Directory)
Hospital Compare
Based upon your reading, evaluate your organization’s ability to achieve top performance given
the recommendations of providing patient-centered care through creating a firm foundation of
strong leadership, effective partnerships with patients and families, an engaged workforce, and
a focus on performance improvement. In your notebook explain your answers:
Outline what your focus areas would be based upon your internal knowledge of your
organization.
How would you as a nurse leader approach this change initially within your
organization?
How would you benchmark?
Why is it important for organizations to pursue multiple priorities for improvement from a
financial perspective?
In addition, review the HCAHPS (Hospital Consumer Assessment of Healthcare
Providers and Systems) score online or through your state and make note of the top
survey results.
Does anything in this report surprise you? If so, what?
In what areas did your state have the highest and lowest performing scores? How do
your results compare to states in your region?
Now, taking it one step further and compare hospitals within your area by accessing the patient
survey results at the hospital compare site.
Is your organization included in this list? If so, how does your organization compare to
others that you selected? If not, was there anything that you found particularly
interesting or surprising within the hospital specific results for your community?
What impact has viewing these results had on your medical decision-making?
Will you make any changes regarding provider choice?
Will you encourage friends, family members, patients to view this site?
Write: Advocacy in Nursing and Healthcare
As you read, consider the following key points:
Advocacy is helping others to grow and self-actualize and is a fundamental component
of the leadership role.
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If nursing is to advance as a profession, nurses and nurse leaders must expand their
sociopolitical knowledge base to better understand the needs of the unique and diverse
populations within the communities in which they live and serve.
In order to influence decision-making on a political or legislative level, nurses need to be
willing to harness their collective influence and make their concerns known to policy
makers.
Nurse leaders should serve as role models for other nurses by joining and actively
supporting professional organizations that thereby allow nurses to have a greater voice
in healthcare and professional issues.
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 117-136 in chapter 6 Patient, Subordinate and Professional Advocacy
Complete exercise 6.4 on page 125 and exercise 6.5 on page 127 of the text in your notebook.
Evaluate: Healthcare Delivery Models
Respond to the prompts below in your notebook:
Research any accountable care organizations within your community/region.
Have they been successful in achieving outcomes?
What type of service model do they utilize?
What is their primary patient population?
What are your thoughts on the overall ACO model of care?
As a nurse leader, would you be in support of an ACO affiliation within your
organization? If so, explain your reasoning. If not, explain your decision.
Complete the following online course from CE Direct:
Accountable Care Organizations: A New Approach to Care Delivery
Effect of Technology on Healthcare
The graduate evaluates the use of technology within the healthcare setting as it relates to the
organization’s strategic plan.
Current Technology in Healthcare
The rapidly changing technology available within the healthcare system poses provides benefits
and challenges to organizations. Nurse leaders must be acutely aware of the latest technology
trends and have the ability to integrate them into the existing delivery system to improve patient
outcomes and staff satisfaction. Integration of technology by the nurse leader needs allow for
organizational transparency and efficiency in addition to protecting patient confidentiality. This
requires ongoing training, evaluation, effective communication combined with strategic planning
and budget planning to achieve success.
This topic addressed the following competency:
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Competency 7016.1.4: Effect of Technology on Healthcare
The graduate evaluates the use of technology within the healthcare setting as it relates
to the organization’s strategic plan.
This topic addresses the following objectives:
Explain how compliance affects staff access to technological systems of an
organization.
Discuss the effect of new and evolving technologies on training needs within a
healthcare organization.
Discuss the nurse leader’s role in addressing technology gaps.
Assess: Staff and Technology
As you read, consider and take notes in your notebook on the following key points:
challenges and benefits of new technologies
changes in communication resulting from technology
additional responsibilities associated with integrating technology
identification of technology access levels for staff
Read the following section in Leadership Roles and Management Functions in Nursing: Theory
and Application:
pages 452-461 in chapter 19 Organizational, Interpersonal, and Group Communication
Based upon your reading, evaluate your organization’s methods of maintaining patient
confidentiality given advancing technology within healthcare in your notebook:
Who determines technology access levels for staff in differentiated roles?
What criteria are used to determine access levels?
What safeguards or monitoring methods are in place to ensure patient confidentiality?
Who is in charge of these safeguards and methods?
What role and responsibility do nurse leaders have within your organization to ensure
patient confidentiality is maintained?
What has been the impact of increased technology within your organization? Identify
specific benefits. Identify specific challenges.
As a nurse leader, what changes might you recommend to promote continued
technology implementation? What gaps do you identify in either clinical outcomes or
organizational implementation?
Evaluate: Informatics and Healthcare Technology
As you read, take notes on the following key point in your notebook:
The expectations by patients and consumers for sophisticated and mobile technology in
healthcare
The use of user friendly technology in healthcare to report needed outcomes to ensure
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transparency within the organization
The need for continuous training with technology
Budgeting for resource implementation, maintenance and optimal technology use
Based upon the information from the presentation, evaluate your organization’s current use of
nursing informatics in your notebook:
Is there an EHR (electronic health record) within your organization?
Does your organization have a nursing informatics department?
What is the structure of the EHR in regards to gathering nursing data?
What is the structure of the nursing informatics department within the
organization?
Who does the staff report to?
How is the nursing informatics data analyzed?
Does the EHR allow for guiding nursing practice/decision making? Or is it simply an
assessment/data collection tool?
On what information did you base your answer?
What do you feel is missing from your organization’s current use of nursing informatics
technology?
What changes would you recommend as the nurse leader? How would you implement
those changes?
What type of budget, training, and timeline would be necessary to implement changes?
Reflect: Impact of Current and Future Technology on Healthcare Outcomes
Read the following article:
The ‘Tipping Point’ and Health Care Innovations: Advancing the Adoption of Beneficial
Technologies
Review the reading and then in your notebook reflect upon and evaluate the following
statement:
“Technological innovation is a major source of continuous improvement in the productivity and
value of American healthcare, even though we are still markedly inefficient in extracting that
value” (page 13).
Explain how healthcare organizations can improve their ability to extract value.
How does your organization extract and demonstrate value of technological innovation
and continuous improvement?
What do the authors believe are the ‘drivers of progress’ in the American healthcare
system? Why do you think this is? Do you agree?
What reason is given for the continued inefficiencies of the current healthcare system?
What role do nurse leaders play?
The authors note that the focus for change must be on the role of the organization in
adopting new technologies and the need for risk taking in order to achieve true benefit.
Reflect on your organization’s ability to maintain a systems focus in regards to the
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implementation of new technology.
Reflect on the authors description of “disruptive versus established” technology. What
is your impression of disruptive technologies within healthcare?
Are they better designed to achieve outcomes within healthcare?
What is the danger of relying solely on established technologies?
As a nurse leader, identify and explain what disruptive technology would be most helpful
in improving quality outcomes for patients.
Technologic Advances that Impact Healthcare Settings
Technology has widespread impact on healthcare in this country. As a result of this rapidly
changing technology, it is the duty of nurse leaders to ensure the effective implementation and
meaningful use of available technology to achieve optimal outcomes for efficiency, access, cost,
and quality for both patients and organizations. In addition, current technology can introduce
evidence-based interventions and decision-making that can significantly impact patient
outcomes throughout the continuum of care. At the same time, nurse leaders must dedicate
their efforts to incorporate innovative technologic advances into existing strategic plans in an
effort to remain competitive in the current market.
This topic addresses the following competency:
Competency 7016.1.4: Effect of Technology on Healthcare
The graduate evaluates the use of technology within the healthcare setting as it relates
to the organization’s strategic plan.
This topic addresses the following objectives:
Evaluate the effects of technology trends on the strategic planning process.
Identify specific technology trends that can affect the quality, access and costs across
healthcare settings.
Recommend strategic planning processes to integrate technology within a healthcare
setting.
Discuss how social media can be used to promote strategic initiatives in healthcare.
Discuss the effect of social media on daily operations.
Discuss how the Patient Protection and Affordable Care Act (PPACA) affects technology
in the delivery of patient care.
Explain the effect of electronic health record (EHR) requirements on healthcare
operations.
Research: Strategic Use of Technology to Impact Healthcare Fraud/Waste/Spending
Read the following article:
How Ideas from Private Industry Help Combat Medicare Fraud, Waste, and Abuse
Review the article and then perform a search of the available research regarding the use of
technology to impact fraud/waste/spending within healthcare. Complete the following in your
notebook.
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Explain what specific technology you found most intriguing and potentially beneficial.
Describe the technology you have selected and outline a proposal to investigate the use
of this technology within your organization and the potential financial impact.
Analyze: Social Media Influence on Healthcare
As you read, consider the following key points:
Social networks hold considerable potential value for health care organizations because
they can be used to reach stakeholders, aggregate information and leverage
collaboration.
Newer technologies such as the internet and social media websites have enabled
healthcare providers to reach their patients in a virtual environment, thus revolutionizing
the way patient care is being provided.
Read the following:
KPMG International-Issues Monitor: Increasing Importance of Social Media in
Healthcare
Social Networks in Health Care: Communication, Collaboration and Insights
Based upon your reading, identify one of the social media strategic initiatives discussed in either
article. In your notebook:
Research and analyze the benefits, risks and challenges associated with its
implementation.
Does the initiative achieve the desired outcome?
Based upon your analysis, what changes might you recommend as the nurse leader in
charge of this initiative?
Assess: Professionalism, Privacy and Social Media
As you read, reflect on and take notes in your notebook on the following key points:
If ineffectively managed, social media risks can harm patient privacy, lead to heavy
regulatory sanctions and permanent reputational damage.
Clearly defined policies and procedures, and a closed-loop training program minimize
breaches of privacy and security regulations.
Read the following articles:
Clear Communication: Using Mass Communication Systems to Improve Operational
Efficiencies
Social Media and HIPPA Compliance: Balancing Benefits and Risks
Complete the following online course from CE Direct:
Social Media: Give Your Career a Boost
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After completing the “Social Media: Give Your Career a Boost” course, select the “View
Vignette” button and take the quiz. Then in your notebook, complete the following:
Reflect on your personal use of social media regarding both privacy and professionalism
concerns.
Explain your organization’s policies and procedures related to the use of social media
for marketing, branding and outreach as well as enforcement of patient confidentiality.
Are there issues or concerns that require immediate action by either you or your
organization?
How will you address the issues or concerns?
Research: Impact of Patient Protection and the Affordable Care Act on Healthcare
Information Technology and Patient Care
As you read, consider and take notes in your notebook about the following key points:
purposes of the Affordable Care Act
effects of the Affordable Care Act on Health Information Technology
Read the following articles
Affordable Care Act and Technology
The Patient Protection and Affordable Care Act: Summary of Key Health Information
Technology Provisions
Read and review the information provided and then based upon the information in your
notebook:
Identify and research one particular area of healthcare IT impacted by this law that is of
interest to you. List the sites that you find pertinent information on.
Explain the reason for your choices.
What impact is this technology designed to have on patient care?
What impact will this technology have on the overall healthcare system?
If limited progress has been made within your organization, identify possible reasons for
the slow implementation.
Explain how a nurse leader might address the progress and outline an implementation
plan for further implementation progress.
Evaluate: Organizational Preparedness for Transition to an Electronic Health Record
As you read, consider the following key points:
challenges and solutions for using hybrid records
mitigation of potential risks with hybrid records
defining the legal health record
creation and maintenance of business records
transitioning health care records
EHR integration with an organization’s vision and strategic plan
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Read the following article:
Managing the Transition from Paper to EHRs
After completing the reading, evaluate your organization’s preparedness or progress towards
transitioning to a fully electronic health record in your notebook.
Reference the Top 10 Tenets noted in the reading material as well as the Guidelines for
Access and Disclosure, which include confidentiality, integrity and availability.
How well does your organization measure up?
Is the EHR transition included in the strategic vision?
What is the involvement of nursing in the transition?
What is the infrastructure?
Who are the key stakeholders involved in the development, implementation and
evaluation?
Based upon your knowledge obtained through this course, do you feel your organization
is on target with the mandated requirements? If not, why? If so, what progress is still
needed?
If you were the nurse leader in charge of this project, would you feel confident in
presenting it to your chief nursing officer or chief executive officer? Explain.
Complete: Performance Task
Complete the following task in Taskstream:
App Str Ldrshp & Fut Del Models: Task 1
For details about this performance assessment, see the “Assessment” tab in this course.
Final Steps
Congratulations on completing the activities in this course! This course has prepared you to
complete the assessment associated with this course. If you have not already been directed to
complete it, schedule and complete the assessment now.
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