Chapter 14: Managing Resources: The Staff
Learning Outcome 1
Explain the staffing process.
Concepts for Lecture
1. Staffing is both a process and an outcome. Staffing can be expressed as the number of
staff members required to provide care to a particular number of patients, or it can
2. Staffing decisions require consideration of The Joint Commission on the Accreditation of
Healthcare Organizations (JCAHO) and the Principles of Staffing by the American
3. Workload is a function of two elements: the number of patients and a measure of work.
Usually, the workload is determined through the use of a patient-classification system,
4. The staffing plan is the recommended skill mix of individuals needed to provide safe and
5. A skill mix ratio can vary between departments, but the factors that generally predict a
skill mix are:
a. Average daily occupancy trends and fluctuations;
PowerPoint Slides
1. Staffing
Both a process and an outcome
Expressed as either:
o Number of staff required to provide care to a specific number of patients;
or
2. Staffing decision considerations
The Joint Commission on the Accreditation of Healthcare Organizations
(JCAHO)
3. Workload
A function of the number of patients and a measure of work
Usually determined through use of a patient-classification system
4. The staffing plan
Recommended skill mix of individuals needed to provide safe and appropriate
care
Skill mix
5. Factors that generally predict a skill mix
Average daily occupancy trends and fluctuations
Patient classification data
Figure 14-1: Master time sheet4-week cycle
Suggestions for Classroom Activities
Ordinarily, student practice hours are limited as far as the number of hours per day, and
what those hours are. Unless a student is employed as a caregiver outside of
coursework, he might not have experience with staffing issues. Staffing patterns
Reference
Strickland, B., and Neely, S. (1995, March). Using a standard staffing index to allocate
staff. Journal of Nursing Administration, 25(3), 1521.
Marron, S. (2001). Staffing summit: Addresses gap between patient needs and RN
staffing. The Oregon Nurse, 65(4), 14.
Learning Outcome 2
Examine the staffing methodologies.
Concepts for Lecture
1. The development of staffing methodologies or plans guides the manager to determine the
appropriate staff configuration. Each plan has different criteria which allow different
productivity measures to be calculated. Nursing administration, with input from lower-
2. Descriptive methodology is a staffing pattern that is based on subjective data, meaning
the appropriate staffing pattern is recommended on the basis of the manager’s experience
3. Industrial engineering methodology is a technique or group of techniques developed by
industry to improve productivity. Techniques used include task analysis, review of work
distribution, and measurement of the staff work through work sampling and time-and-
4. Management engineering methodology optimizes the nursing workload by developing a
staffing index model. A systematic analysis yields a projection for an appropriate and
5. The expert panel nursing staffing method can be used to allocate resources and staff. An
expert panel, composed of nurse leaders within and related to the organization, is
appointed by the chief executive nurse to examine the separate divisions of the
PowerPoint Slides
1. Staffing methodologies
Guide managers to develop an appropriate staff configuration.
2. Descriptive methodology
Based on subjective data
3. Industrial engineering methodology
Technique or group of techniques developed by industry to improve productivity
o Task analysis
4. Management engineering methodology
Optimizes the nursing workload by developing a staffing index model.
Systematic analysis yields a projection for an appropriate and cost-effective
staffing pattern using:
o Similar techniques of industrial engineering; and
5. The expert panel nursing staffing method
Used to allocate resources and staff
Managers are able to examine service and unit-specific needs related to structure,
process, and outcomes.
An expert panel
o Composed of nurse leaders within and related to the organization
o Appointed by the chief executive nurse
Figure 14-2: Example of a master staffing pattern.
Case Study: An Understaffed Unit
Suggestions for Classroom Activities
Have students divide into groups of four, and assign a discussion leader in each group.
Reference
Strickland, B., and Neely, S. (1995, March). Using a standard staffing index to allocate
Learning Outcome 3
Describe management’s role in the staffing program.
Concepts for Lecture
1. The role of Administration is to determine the staffing program for the institution. The
staffing program consists of phases for the selection of a staffing plan, including:
a. Phase One: a statement of purpose of the organization and the services offered, and
2. In addition to the overall staffing plan, the nurse manager at the unit level will implement
3. Economics dictates to what extent staff may be procured. Regulatory policies from
government to the variety of insurance plans direct, in part, the limits of how much and
what kind of staff is economically possible. Regulations about safety, infection control,
PowerPoint Slides
1. Role of Administration
Determines the staffing program for the institution.
The staffing program consists of four phases to select a staffing plan:
o Phase 1: statement of purpose and standard of care offered
2. Additional managerial responsibilities
Implement the organization’s staffing plan.
Determine highly specific unit policies.
Policies should:
o Provide adequate coverage for shift and client needs;
3. Economic and regulatory issues dictate procurement of staff:
Regulatory policies from the government
o Variety of different insurance plans
Suggestions for Classroom Activities
As a homework or in-class assignment, have students create a diagram outlining and
showing relationships between the phases of the staffing program. How do the steps
flow into each other? How are the steps interrelated? Is there a definite ending? Have
students share their diagrams with the class.
Reference
Cardello, D. (1995, April). Monitoring staffing variances and length of stay. Nursing
GENERAL CHAPTER CONSIDERATIONS
2. Have students complete end-of-chapter exercises either in their book or on the MyNursingKit
Web site.
MYNURSINGKIT