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Food-Service-Manual-for-Health-Care-Institutions

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<strong>Food</strong> <strong>Service</strong> <strong>Manual</strong> <strong>for</strong> <strong>Health</strong> <strong>Care</strong> <strong>Institutions</strong><br />

116<br />

Business Plan Format<br />

A written plan should be made even if only <strong>for</strong> inside use. This will help solidify the importance<br />

of the planning process and provide documentation <strong>for</strong> coordination of ef<strong>for</strong>ts. The <strong>for</strong>mat<br />

<strong>for</strong> the business plan may vary by organization, but the fundamentals are similar across<br />

organizations. The first thing the manager needs to do is determine whether the organization<br />

has adopted a <strong>for</strong>mat. If not, guidelines built on the five components mentioned previously—<br />

market plan, production plan, research and development plan, organization and management<br />

plan, and financial plan—may be used. Another approach, used by Rotanz Associates and<br />

specific to health care, is represented in Figure 5.3. Not used in the Rotanz model but added<br />

by the author is a table of contents and an executive summary briefly highlighting each major<br />

section.<br />

The executive summary is the most important component of a business plan and must be<br />

written in a positive tone. It must be short and concise. If it is too long, the executive may put<br />

it aside, throw it out, or read it at a later date.<br />

The summary should avoid threats—implied by words such as “shall” and “will”—but<br />

choose words that show action as if the project was in existence. Use short sentences and paragraphs,<br />

and do not use boldface type or highlighted text except as absolutely necessary. Do not<br />

be trite or whine. Be sure all pertinent and essential in<strong>for</strong>mation is included.<br />

Scheduling Techniques<br />

Managers often find that a visual representation of work over time is helpful in scheduling routine<br />

activities. The Gantt chart, a nonmathematical graphic method of coordinating and organizing<br />

multiple tasks to complete a project on time, is one such device. It can help a manager<br />

plan a variety of related tasks or schedule the work of a group of employees who per<strong>for</strong>m the<br />

same task. The chart in Exhibit 5.3 is an example of a schedule <strong>for</strong> a catering service. The Gantt<br />

technique is useful <strong>for</strong> relatively simple planning tasks. More sophisticated methods must be<br />

applied as a project grows more complex.<br />

A planning technique used <strong>for</strong> short-term projects is the planning grid, shown in Exhibit 5.4,<br />

which provides the planning team with an organized <strong>for</strong>mat <strong>for</strong> reaching a goal. The first<br />

step in completing a planning grid is to identify the objective or outcome of the planning<br />

ef<strong>for</strong>t. The achievement of the outcome with the final action step is the measurement<br />

that determines when the planning is complete. The first action step might simply be to<br />

schedule the first planning session with the relevant team. The rest of the planning grid is<br />

completed by the team using various techniques of teamwork participation (see chapters 4<br />

and 6).<br />

Another tool, the program evaluation and review technique (PERT), can be used <strong>for</strong> planning<br />

as well as <strong>for</strong> controlling more complex departmental activities. Much more quantitative<br />

than the Gantt chart, PERT is best used by managers who are skilled in using mathematical<br />

methods <strong>for</strong> planning complex projects. Briefly, PERT helps to define a network of relationships<br />

among activities and events that occur in the course of a project and then to calculate the<br />

time needed <strong>for</strong> each event and the time lapse between one event and another. PERT is often<br />

used to reduce the total time needed to complete a project and to keep the project on schedule<br />

by making adjustments in the network of relationships. A similar quantitative planning tool <strong>for</strong><br />

sophisticated, nonrepetitive technical projects is the critical plan method. Both the critical plan<br />

method and PERT are used by industrial and management engineers to plan and schedule activities<br />

<strong>for</strong> a one-time project (such as a major renovation of a department) and can, there<strong>for</strong>e, be<br />

considered methods <strong>for</strong> single-use planning.

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