Time Management & Delegation Natalie Bermudez, RN, BSN, MS Clinical Educator for Cardiac Telemetry Telemetry Course
Organization Being organized is the key to effective Time Management!
Steps to Organization Prioritization Delegation (Assignment & Supervision)
Prioritization “ Prioritization is defined as deciding which needs or problems require immediate action and which ones could be delayed until a later time because they are not urgent.” (LaCharity, Kumagai, & Bartz, 2006, p. 4)
Prioritization Prioritize the tasks in order of importance Is it life threatening or potentially life threatening if the task is not done? Would another patient be endangered if I do this now or leave this task for later? Is this task or process essential to patient or staff safety Is this task or process essential to the medical or nursing plan of care? How much time will each task require? Try to leave tasks that are not urgent, but take more time for last Tickler List Check Boxes of tasks To-Do List
Levels of Prioritization First Level “ ABC’s plus V”: airway, breathing, cardiac/circulation, vital signs (LaCharity, Kumagai, & Bartz, 2006, p. 5)
Levels of Prioritization Second Level  Immediately subsequent to the 1 st  level Mental status changes, untreated medical issues, acute pain, acute elimination problems, abnormal lab results, and risks (LaCharity, Kumagai, & Bartz, 2006, p. 5)
Levels of Prioritization Third Level  Health problems other than the first two levels Long-term issues in health education, rest, coping, and so on (LaCharity, Kumagai, & Bartz, 2006, p. 5)
Delegation “ According to the ANA Code of Ethics for Nurses with Interpretive Statement, (ANA 2001) the nurse is responsible and accountable for individual nursing practice and determines the appropriate  delegation  of tasks consistent with the nurses’s obligation to provide optimum patient care.” (Kelly-Heidenthal & Marthaler, 2005, p. 2)
Delegation “ Delegation is defined as the transfer of responsibility for the performance of an activity from one individual to another while retaining accountability for the outcome.” (Kelly-Heidenthal & Marthaler, 2005, p. 6) a.k.a. “Assignment”
Delegation “ Delegation is needed because of the advent of cost containment, the shortage of nurses, increases in patient acuity levels, an elderly chronic population, and advances in healthcare technology.” (Kelly-Heidenthal & Marthaler, 2005, p. 3)
Delegation After creating your prioritized “To Do” list, decide which tasks can be delegated This can be a written or mental list Charge Nurse, PCA’s, physical therapists, respiratory therapist, etc… What are some tasks that can be delegated???
Florence Nightingale “But then again to look to all these things yourself does not mean to do them yourself…But can you insure that it is done when not done by yourself?” (Nightingale, 1859, p. 17)
The 4 Rights of Delegation Right Circumstances Rules & regulations of your area of practice Patient condition & preferred patient outcomes Right Task Assigned to the Right Person Licensure, certification, & role description Strengths & weaknesses Right Direction/Communication Clear & concise communication Right Supervision
The 4 Rights of Delegation Right Supervision Ask for the team member’s input first Give credit for all that has been accomplished Offer observations and concerns Ask for the delegate’s ideas on how to resolve the problem Agree on a course of action and plan for the future
Obstacles to Delegation What should you do when a delegate refuses to complete a task?
Underdelegation New nurses often underdelegate Fear of older staff resentment Seek to demonstrate capabilities Perfectionism or “Control Freaks” Avoid underdelegation Overwhelmed & frustration “ Burnout” of assistive staff
Overdelegation Overdelegation may place patient at risk Uncomfortable performing unfamiliar duties; dependence Disorganization Inclined to avoid responsibility or immerse themselves in trivia Avoid overdelegation Leads to asking staff, such as PCAs & LPNs, to perform duties that are not within their scope of practice “ Burnout” of assistive staff
Obstacles to Delegation Fear of being disliked Inability to give up control Inability to determine what to delegate and to whom Past experience with delegation that did not turn out well Lack of confidence to move beyond being a novice nurse
Obstacles to Delegation Tendency to isolate oneself and choosing to complete tasks all alone Lack of confidence in delegating to staff that were previously one’s peers Inability to prioritize using Maslow’s Hierarchy of Needs and the Nursing Process
Obstacles to Delegation Thinking of oneself as the only one who can complete the task the way it is supposed to be done Inability to communicate effectively Inability to develop working relationships with other team members Lack of knowledge of the capabilities of staff including competency, skill, experience, level of education, job description, and so on.
Obstacles to Delegation What should you do when a delegate refuses to complete a task?
Organization: More Tips  Make a Schedule: Create deadlines for tasks to be accomplished Create reasonable deadlines as a guideline to accomplish tasks in a timely manner Don’t procrastinate Prevent Fires instead of Fighting Fires all day!!!
Saying “No” “ Heavy Patient Assignment” Can I refuse a patient assignment? What should I do?
Eliminate Unnecessary Work Duplicate documentation – charting by exception Social Talk in Hallways, nurses’ lounge, cafeterias, etc… Avoid re-writing report or lab values, etc.
Time Allocation
Time Management Issues??? Keep a Time Log or Time Allocation Diary Assists with tracking daily routines and identification of tasks that can be delegated or eliminated  Follow each task to completion
Documentation:  Dealing With Interruptions Delegate tasks… Close door… Visitors will need to wait… Ask HUC to hold non-urgent calls… Document while in patient’s room…
References Kelly-Heidenthal, P., & Marthaler, M. T. (2005).  Delegation of nursing care.  Clifton Park, NY: Thomson Delmar Learning. LaCharity, L. A., Kumagai, C. K., & Bartz, B. (2006).  Prioritization, delegation, and assignment: Practice exercises for medical-surgical nursing.  St. Louis, MO: Mosby Elsevier. Nightingale, F. (1859).  Notes on nursing: What it is and what it is not.  London, England: Harrison & Sons.

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Time Management & Delegation

  • 1. Time Management & Delegation Natalie Bermudez, RN, BSN, MS Clinical Educator for Cardiac Telemetry Telemetry Course
  • 2. Organization Being organized is the key to effective Time Management!
  • 3. Steps to Organization Prioritization Delegation (Assignment & Supervision)
  • 4. Prioritization “ Prioritization is defined as deciding which needs or problems require immediate action and which ones could be delayed until a later time because they are not urgent.” (LaCharity, Kumagai, & Bartz, 2006, p. 4)
  • 5. Prioritization Prioritize the tasks in order of importance Is it life threatening or potentially life threatening if the task is not done? Would another patient be endangered if I do this now or leave this task for later? Is this task or process essential to patient or staff safety Is this task or process essential to the medical or nursing plan of care? How much time will each task require? Try to leave tasks that are not urgent, but take more time for last Tickler List Check Boxes of tasks To-Do List
  • 6. Levels of Prioritization First Level “ ABC’s plus V”: airway, breathing, cardiac/circulation, vital signs (LaCharity, Kumagai, & Bartz, 2006, p. 5)
  • 7. Levels of Prioritization Second Level Immediately subsequent to the 1 st level Mental status changes, untreated medical issues, acute pain, acute elimination problems, abnormal lab results, and risks (LaCharity, Kumagai, & Bartz, 2006, p. 5)
  • 8. Levels of Prioritization Third Level Health problems other than the first two levels Long-term issues in health education, rest, coping, and so on (LaCharity, Kumagai, & Bartz, 2006, p. 5)
  • 9. Delegation “ According to the ANA Code of Ethics for Nurses with Interpretive Statement, (ANA 2001) the nurse is responsible and accountable for individual nursing practice and determines the appropriate delegation of tasks consistent with the nurses’s obligation to provide optimum patient care.” (Kelly-Heidenthal & Marthaler, 2005, p. 2)
  • 10. Delegation “ Delegation is defined as the transfer of responsibility for the performance of an activity from one individual to another while retaining accountability for the outcome.” (Kelly-Heidenthal & Marthaler, 2005, p. 6) a.k.a. “Assignment”
  • 11. Delegation “ Delegation is needed because of the advent of cost containment, the shortage of nurses, increases in patient acuity levels, an elderly chronic population, and advances in healthcare technology.” (Kelly-Heidenthal & Marthaler, 2005, p. 3)
  • 12. Delegation After creating your prioritized “To Do” list, decide which tasks can be delegated This can be a written or mental list Charge Nurse, PCA’s, physical therapists, respiratory therapist, etc… What are some tasks that can be delegated???
  • 13. Florence Nightingale “But then again to look to all these things yourself does not mean to do them yourself…But can you insure that it is done when not done by yourself?” (Nightingale, 1859, p. 17)
  • 14. The 4 Rights of Delegation Right Circumstances Rules & regulations of your area of practice Patient condition & preferred patient outcomes Right Task Assigned to the Right Person Licensure, certification, & role description Strengths & weaknesses Right Direction/Communication Clear & concise communication Right Supervision
  • 15. The 4 Rights of Delegation Right Supervision Ask for the team member’s input first Give credit for all that has been accomplished Offer observations and concerns Ask for the delegate’s ideas on how to resolve the problem Agree on a course of action and plan for the future
  • 16. Obstacles to Delegation What should you do when a delegate refuses to complete a task?
  • 17. Underdelegation New nurses often underdelegate Fear of older staff resentment Seek to demonstrate capabilities Perfectionism or “Control Freaks” Avoid underdelegation Overwhelmed & frustration “ Burnout” of assistive staff
  • 18. Overdelegation Overdelegation may place patient at risk Uncomfortable performing unfamiliar duties; dependence Disorganization Inclined to avoid responsibility or immerse themselves in trivia Avoid overdelegation Leads to asking staff, such as PCAs & LPNs, to perform duties that are not within their scope of practice “ Burnout” of assistive staff
  • 19. Obstacles to Delegation Fear of being disliked Inability to give up control Inability to determine what to delegate and to whom Past experience with delegation that did not turn out well Lack of confidence to move beyond being a novice nurse
  • 20. Obstacles to Delegation Tendency to isolate oneself and choosing to complete tasks all alone Lack of confidence in delegating to staff that were previously one’s peers Inability to prioritize using Maslow’s Hierarchy of Needs and the Nursing Process
  • 21. Obstacles to Delegation Thinking of oneself as the only one who can complete the task the way it is supposed to be done Inability to communicate effectively Inability to develop working relationships with other team members Lack of knowledge of the capabilities of staff including competency, skill, experience, level of education, job description, and so on.
  • 22. Obstacles to Delegation What should you do when a delegate refuses to complete a task?
  • 23. Organization: More Tips Make a Schedule: Create deadlines for tasks to be accomplished Create reasonable deadlines as a guideline to accomplish tasks in a timely manner Don’t procrastinate Prevent Fires instead of Fighting Fires all day!!!
  • 24. Saying “No” “ Heavy Patient Assignment” Can I refuse a patient assignment? What should I do?
  • 25. Eliminate Unnecessary Work Duplicate documentation – charting by exception Social Talk in Hallways, nurses’ lounge, cafeterias, etc… Avoid re-writing report or lab values, etc.
  • 27. Time Management Issues??? Keep a Time Log or Time Allocation Diary Assists with tracking daily routines and identification of tasks that can be delegated or eliminated Follow each task to completion
  • 28. Documentation: Dealing With Interruptions Delegate tasks… Close door… Visitors will need to wait… Ask HUC to hold non-urgent calls… Document while in patient’s room…
  • 29. References Kelly-Heidenthal, P., & Marthaler, M. T. (2005). Delegation of nursing care. Clifton Park, NY: Thomson Delmar Learning. LaCharity, L. A., Kumagai, C. K., & Bartz, B. (2006). Prioritization, delegation, and assignment: Practice exercises for medical-surgical nursing. St. Louis, MO: Mosby Elsevier. Nightingale, F. (1859). Notes on nursing: What it is and what it is not. London, England: Harrison & Sons.