Manager or Leader Plan Template Manager: [Last name, First name] Management or L

Manager or Leader Plan Template
Manager: [Last name, First name]
Management or Leader Goal: [Identify two management or leadership theories that Jamie will utilize to manage the operations workgroup over the next year and explain how Jamie will utilize these theories to motivate her team toward the improvement goals]
Operations workgroup area
Improvement SMART goals with timeframe and expected % of improvement
List management or leadership theory to support each goal and explain how the theory will be utilized in management actions
Medical Coding
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Outsourced transcription
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Patient portals
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© AHIMA
Scenario
Jamie was recently hired as the director of Health Information Management (aka Medical Records) operations within a 500-bed teaching facility. The director of HIM operations is responsible for the following functions within the HIM department as well as managing the 25 employees that perform these functions:
Medical Coding
Management of outsourced transcription
Patient education for the use and access to patient portals
The management issues present within the operations workgroup that Jamie will be managing are:
High employee turnover rate
Lack of standardized training programs for new employees
Distrust of previous management by employees
Turnaround times for coding records exceed the required benchmarks
Job descriptions for the employees are outdated
Customer service skills are not optimal as evidenced by the number of complaints received by the senior director of HIM
Assumptions
The director of HIM operations reports to the senior director of HIM. The senior director of HIM has a very hands-off management style and allows her management team to function independently.
Jamie has four years of HIM work experience as an inpatient and outpatient coder for this same healthcare organization.
The manager or leader plan will include goals that incorporate a variety of management and leadership theories.
Benchmarking data will be collected upon Jamie’s hire and improvement must be shown within the goals for each area of the operations workgroup (including transcription, coding, and patient portals) after one year. If improvements are not noted, Jamie’s role as director will be reassessed (note that creation of benchmarks is not an objective of this manager or leader plan).
Deliverables
Create a one-year manager or leader plan for Jamie to utilize as she improves the deficiencies as noted within her workgroup. The plan should include three improvement SMART goals for each area that reports to her and should incorporate improvements for the items that are noted as deficiencies for the operations workgroup. The improvement SMART goals should include support from a variety of management and leadership theories outlined within the chapter. The goals should also include realistic time frames for completion.
Components of the plan should include the following:
1.One example of how a scientific management theory can be utilized to improve the management of medical coding times within this scenario.
2.One example of how a humanistic management theory can be utilized to improve the employee relations within this scenario.
3.Identification of a leadership theory that Jamie should embrace in order to effectively lead her team.