Midwife Licensure Exam Leadership & Management in Primary Care — Leadership Styles & Management TheoriesCheat Sheet
One-page cheat sheet for Midwife Licensure Exam Leadership & Management in Primary Care — Leadership Styles & Management Theories. Every formula, definition, and key fact you need for this chapter, condensed to a single printable page. Designed for the final review session before the Midwife Licensure Exam 2026.
Exam context
For the Midwife Licensure Examination, Professional Regulation Commission (PRC) — Board of Midwifery tests Leadership & Management in Primary Care under a "Core" label, with Leadership Styles & Management Theories in the 1st slot across 2 chapters. Midwife Licensure Exam candidates must clear the 75% weighted average cut on the 2026 paper, which draws about a meaningful share of Leadership & Management in Primary Care questions. Date to watch: April and November 2026 (expected).
Leadership Styles & Management Theories - Cheat Sheet
Your last-minute revision companion for Leadership Styles & Management Theories. This rapid-fire reference covers definitions, theories, leadership styles, motivation models, management functions, and exam-critical comparisons. Review in 30 minutes before the exam.
Sections
Section Title
Leadership vs Management (Foundational Distinction)
Important Facts
- Leadership = personal influence + vision + people-focused; no formal title required.
- Management = formal authority + systems + resource coordination; requires delegated position.
- Best nurse-managers combine BOTH: formal authority + ability to inspire.
- A person can be an excellent manager but poor leader (organized but uninspiring).
- A person can be a natural leader without a management title (influential but no authority).
- Leadership focuses on 'what and why?' (direction, change, future).
- Management focuses on 'how and when?' (efficiency, systems, present/short-term).
Key Definitions
Term
Leadership
Example
A nurse educator inspiring junior nurses to adopt new evidence-based protocols without formal authority over them.
Definition
Process of influencing people to work willingly toward group goals; rests on personal influence, vision, and inspiration; doing the RIGHT THINGS.
Term
Management
Example
A nurse manager scheduling the unit, allocating budget, ensuring compliance with hospital policies.
Definition
Process of coordinating and integrating resources (people, time, money, materials, equipment) to accomplish organizational goals through formal authority; doing things RIGHT.
Diagrams To Know
- Table comparing leadership dimensions (power basis, focus, time frame, key question)
Section Title
Theories of Leadership – Key Schools of Thought
Important Facts
- Trait Theory criticized because traits alone don't predict leadership; skills can be learned.
- Hersey & Blanchard Situational Leadership: matches style to follower maturity (telling → selling → participating → delegating).
- Fiedler's Contingency Model: situation favorableness determines whether task- or relationship-oriented leader succeeds.
- Transactional leadership works best for routine, stable operations.
- Transformational leadership STRONGLY ASSOCIATED with better nurse engagement, retention, patient outcomes.
- Transformational leadership is central to MAGNET model of nursing excellence.
- Servant leadership emphasizes service and team support over positional power.
Key Definitions
Term
Great Man / Trait Theory
Example
Believing effective nurse leaders must naturally possess decisiveness and charisma.
Definition
Leaders are born, not made; effective leaders share innate traits (intelligence, confidence, decisiveness, integrity).
Term
Behavioral Theory
Example
Training nurses in task-oriented vs people-oriented communication styles.
Definition
Leadership is defined by what leaders DO (their behaviors/style); leadership CAN be taught.
Term
Situational / Contingency Theory
Example
Hersey-Blanchard: matching leadership style to staff maturity level.
Definition
No single best leadership style; effectiveness depends on the situation and follower readiness.
Term
Transactional Leadership
Example
Nurse manager offering shift bonuses for meeting quality metrics or correcting documentation errors.
Definition
Leadership as an exchange: leader clarifies expectations, rewards performance, or corrects deviations.
Term
Transformational Leadership
Example
A nurse educator inspiring a team to adopt person-centered care, becoming champions of change.
Definition
Leader inspires followers to transcend self-interest for shared vision; stimulates growth through idealized influence, inspirational motivation, intellectual stimulation, individualized consideration.
Term
Servant Leadership
Example
A unit manager prioritizing staff development and removing barriers to good patient care.
Definition
Leader's primary aim is to serve the team; power used to support growth and well-being.
Diagrams To Know
- Hersey-Blanchard follower readiness levels (R1–R4) and matching leadership styles
- Four components of transformational leadership
Section Title
Leadership Styles – Lewin's Classic Four-Style Model
Important Facts
- AUTOCRATIC — BEST IN EMERGENCIES (code blue, disaster triage) and with inexperienced staff needing clear direction.
- AUTOCRATIC — ADVANTAGE: fast, decisive. DISADVANTAGE: stifles initiative, lowers morale if overused.
- DEMOCRATIC — BEST when time allows, staff are competent and motivated.
- DEMOCRATIC — ADVANTAGE: improves morale, buy-in, teamwork. DISADVANTAGE: slower, unsuitable in crisis.
- LAISSEZ-FAIRE — BEST with highly skilled, self-directed, motivated professionals (experienced specialists, research teams).
- LAISSEZ-FAIRE — ADVANTAGE: empowers experts. DISADVANTAGE: chaos, low productivity if group lacks direction/discipline.
- BUREAUCRATIC — BEST where standardization/safety critical.
- BUREAUCRATIC — ADVANTAGE: ensures consistency, safety. DISADVANTAGE: inflexible, slow to adapt.
- COMPETENT LEADER SHIFTS STYLE TO FIT SITUATION — autocratic during emergency, democratic at team meeting, laissez-faire with expert staff.
Key Definitions
Term
Autocratic (Authoritarian) Leadership
Example
During a code blue, charge nurse: 'Prepare defibrillator NOW. Start chest compressions. Someone call the doctor.'
Definition
Leader makes decisions alone, directs group; communication downward only.
Term
Democratic (Participative) Leadership
Example
Nurse manager asking team: 'What barriers are preventing us from meeting our pressure injury prevention goals?'
Definition
Leader involves group in decision-making, shares responsibility; communication bidirectional.
Term
Laissez-faire (Permissive/Delegative) Leadership
Example
Unit manager allowing a seasoned advanced practice nurse full autonomy in protocol development.
Definition
Leader hands-off; gives group freedom to make own decisions with minimal direction.
Term
Bureaucratic Leadership
Example
Nurse enforcing hospital infection control policy: 'Everyone must follow the hand hygiene protocol exactly as written.'
Definition
Leader manages 'by the book,' relies strictly on rules, policies, procedures.
Diagrams To Know
- Lewin's four leadership styles with situational context
- Decision-making flow: when to use each style
Section Title
Motivation Theories – Content Theories (What Motivates?)
Important Facts
- MASLOW — Meet PHYSIOLOGIC & SAFETY needs FIRST in both staff and patient care prioritization.
- MASLOW applied to staff: pay/rest → teamwork/recognition → growth opportunities.
- MASLOW also underlies patient care PRIORITIZATION (address vital needs before emotional needs).
- HERZBERG — Fixing hygiene factors only removes dissatisfaction; DOES NOT create true motivation.
- HERZBERG — True motivation requires building in MOTIVATORS: recognition, growth, meaningful work.
- HERZBERG key insight: HYGIENE ≠ MOTIVATION. Both needed for workforce retention.
- THEORY X manager: controlling, autocratic, mistrusts staff.
- THEORY Y manager: empowering, participative, trusts staff.
- McCLELLAND — Match role/assignment to dominant need for best performance.
Key Definitions
Term
Maslow's Hierarchy of Needs
Example
Fair pay/breaks (physiologic) + safe environment (safety) + team inclusion (belonging) + recognition (esteem) + growth opportunities (self-actualization).
Definition
Five ascending levels of human needs: physiological, safety, love/belonging, esteem, self-actualization; lower need must be reasonably satisfied before higher one motivates.
Term
Herzberg's Two-Factor Theory
Example
Raising salary stops dissatisfaction but doesn't motivate; offering a leadership opportunity DOES motivate.
Definition
Hygiene factors (salary, conditions, security, supervision, policies) cause DISSATISFACTION if inadequate but don't motivate when present. Motivators (achievement, recognition, responsibility, advancement, work itself) create true SATISFACTION.
Term
McGregor's Theory X
Example
Manager: 'Staff must be monitored constantly or they won't meet standards.'
Definition
Manager assumes employees dislike work, need control and coercion; leads to autocratic style.
Term
McGregor's Theory Y
Example
Manager: 'Staff are committed; I create conditions for them to excel.'
Definition
Manager assumes employees self-motivated, seek responsibility, can self-direct; leads to participative style.
Term
McClelland's Acquired Needs Theory
Example
High-achiever nurse: assign complex, measurable project. High-affiliation nurse: collaborative team role.
Definition
People driven in varying degrees by needs for ACHIEVEMENT, AFFILIATION, and POWER; effective managers match assignments to individual's dominant need.
Diagrams To Know
- Maslow's Hierarchy pyramid with nursing examples at each level
- Herzberg two-factor theory: hygiene factors vs motivators
Formulas
Formula
Motivation = Expectancy × Instrumentality × Valence
Meaning
Expectancy = belief effort leads to performance; Instrumentality = belief performance leads to reward; Valence = value of reward.
Watch Out
If ANY factor = 0, motivation = 0. A staff member must believe effort matters, performance is rewarded, AND reward is valued.
When To Use
Vroom's Expectancy Theory — explaining why staff member is or isn't motivated despite incentives.
Section Title
Motivation Theories – Process Theories (How Does Motivation Work?)
Important Facts
- EXPECTANCY THEORY — If staff doubt effort matters or reward is uncertain, motivation FAILS even with attractive incentive.
- EQUITY THEORY — Fairness perception critical to morale; perceived inequity triggers disengagement faster than inadequate pay.
- REINFORCEMENT THEORY — Immediate, specific feedback more effective than delayed; extinction (no reinforcement) eventually stops behavior.
Key Definitions
Term
Vroom's Expectancy Theory
Example
Nurse unmotivated by 'quality bonus' because unsure effort affects score (low expectancy) or doubts bonus is actually paid (low instrumentality).
Definition
Motivation depends on belief that effort → performance, performance → reward, and reward is valued (E×I×V).
Term
Adams' Equity Theory
Example
Staff nurse sees colleague with same experience earn higher salary → feels undervalued, disengages.
Definition
People compare their input-to-reward ratio with others'; demotivated by perceived unfairness.
Term
Skinner's Reinforcement Theory
Example
Praising good documentation (positive) → increases behavior. Removing mandatory overtime (negative reinforcement) → improves retention.
Definition
Behavior shaped by its consequences: positive reinforcement (reward), negative reinforcement (remove aversive stimulus), punishment, extinction.
Diagrams To Know
- Vroom's Expectancy Theory decision model
Section Title
Management Theories – Historical Schools
Important Facts
- TAYLOR (Scientific Mgmt) — Focus on efficiency, task standardization, time-motion studies.
- FAYOL (Admin Mgmt) — Defined the FIVE MANAGEMENT FUNCTIONS; universal principles of management.
- WEBER (Bureaucratic) — Hierarchy, clear rules, merit-based, predictable.
- MAYO (Human Relations) — First to recognize social/psychological factors impact productivity.
- HAWTHORNE EFFECT — Being observed/acknowledged itself increases motivation and performance.
- SYSTEMS THEORY — Organization is interconnected; changes ripple across units/departments.
- DEMING (TQM) — PDSA cycle: Plan–Do–Study–Act; continuous improvement is systematic, data-driven.
Key Definitions
Term
Scientific Management (Frederick Taylor)
Example
Timing nursing procedures to eliminate waste; assigning nurses based on skill-task fit.
Definition
Analyze work scientifically for 'one best way'; standardize tasks; match workers to jobs to maximize efficiency.
Term
Administrative / Classical Management (Henri Fayol)
Example
The five management functions (planning, organizing, staffing, directing, controlling) come from Fayol.
Definition
Defined universal FUNCTIONS OF MANAGEMENT and 14 principles of administration; foundation of planning–organizing–directing–controlling framework.
Term
Bureaucratic Management (Max Weber)
Example
Hospital organizational chart showing chain of command and role definitions.
Definition
Organizations run best on clear hierarchy, defined authority, rules, impersonal merit-based decisions.
Term
Human Relations Movement (Elton Mayo / Hawthorne Studies)
Example
The 'Hawthorne Effect' — workers increase productivity when observed/acknowledged, independent of physical changes.
Definition
Productivity rises when workers receive attention and feel valued; social/psychological factors matter as much as physical conditions.
Term
Systems Theory
Example
Reducing nursing staff without workload adjustment → burnout → turnover → poor patient outcomes.
Definition
Organization is an interrelated whole; change in one part (e.g., staffing) affects others (e.g., quality, morale).
Term
Total Quality Management / Continuous Quality Improvement (Deming)
Example
Unit identifies high catheter-associated UTI rate; tests interventions (PDSA) to reduce infections; implements improvement.
Definition
Quality is everyone's responsibility; driven by continuous, data-based improvement of processes using PDSA/PDCA cycle.
Diagrams To Know
- PDSA/PDCA Continuous Improvement Cycle
- Evolution of management theories timeline
Section Title
The Five Functions of Management (Core Process – Know in Detail)
Important Facts
- PLANNING is FIRST and FOUNDATIONAL — all other functions depend on it.
- CONTROLLING is LAST and provides FEEDBACK LOOP to revise future planning.
- ORGANIZING establishes formal structure and relationships.
- STAFFING ensures right people, right numbers, right skills.
- DIRECTING is where leadership style (autocratic, democratic, etc.) is applied moment-to-moment.
- All five functions are INTERDEPENDENT and CYCLICAL.
- On a nursing unit: planning = shift priorities; organizing = task assignments and roles; staffing = handling call-ins; directing = motivation and delegation; controlling = rounds, documentation review, outcomes.
Key Definitions
Term
Planning (Function 1)
Example
Shift nurse plans patient assignments based on acuity, staff mix, patient needs.
Definition
Deciding in advance WHAT to do, HOW, WHEN, and BY WHOM; defines vision, mission, philosophy, goals, objectives, policies, procedures, budgets. FIRST and most fundamental function; all others depend on it.
Term
Organizing (Function 2)
Example
Designing unit structure: who reports to whom, primary nurse vs team nursing model.
Definition
Establishing formal structure of authority and arranging resources; includes organizational chart, chain of command, unity of command, span of control, care delivery model.
Term
Staffing (Function 3)
Example
Calculating staffing needs based on bed census and acuity; recruiting new nurses; orientation program.
Definition
Recruiting, selecting, orienting, scheduling, developing qualified personnel in right number/mix; includes determination of nurse-to-patient ratios, patient classification, scheduling.
Term
Directing (Function 4)
Example
Charge nurse delegating tasks, motivating team, resolving conflicts between staff members during shift.
Definition
Activating plan by guiding, motivating staff to accomplish goals; includes delegation, supervision, communication, motivation, coordination, conflict management. WHERE LEADERSHIP STYLE IS APPLIED IN REAL TIME.
Term
Controlling (Function 5)
Example
Quality audits, performance appraisals, incident review, outcome monitoring; then adjust future plans if needed.
Definition
Monitoring performance against standards and taking corrective action; includes setting standards, measuring actual performance, comparing to standards, correcting deviations. CLOSES LOOP BACK TO PLANNING.
Diagrams To Know
- Circular flow of five management functions showing feedback loop
- Charge nurse applying all five functions in one shift
Section Title
Care Delivery Models (Staffing/Organizing Context)
Important Facts
- Functional = most efficient, least personalized.
- Primary = most personalized, highest RN accountability.
- Team = balance between efficiency and continuity.
- Case management = emphasizes coordination across settings; often used for complex/high-cost patients.
- Choice of model depends on skill mix, patient acuity, resources, organizational goals.
Key Definitions
Term
Functional Nursing
Example
Medication nurse handles all IV drugs; assessment nurse does rounds; CNAs do hygiene.
Definition
Tasks divided by function (e.g., one nurse gives meds, another does wound care); efficiency-focused but fragmented care.
Term
Team Nursing
Example
RN leads team of 1–2 LPNs and CNAs; RN oversees all 12 patients on the team.
Definition
Small team led by RN (team leader) coordinates care for group of patients; better communication than functional.
Term
Primary Nursing
Example
Ms. Garcia is primary nurse for 4 patients; she plans and oversees ALL their care, even when off shift.
Definition
One RN responsible for total care of assigned patients across shifts (continuity); high accountability, relationship-focused.
Term
Modular (Pod) Nursing
Example
One RN and 2 CNAs manage patients in one section of unit.
Definition
Similar to team nursing but emphasizes geographic proximity ('pods') and support staff autonomy.
Term
Case Management
Example
RN case manager follows patient from admission through discharge and home care follow-up.
Definition
RN coordinates care across settings (hospital, home, community); focus on outcomes, efficiency, continuity.
Diagrams To Know
- Comparison of care delivery models: structure and roles
Formulas
Formula
Span of Control = Number of direct reports a manager can effectively oversee
Meaning
Narrow span = fewer subordinates per manager (more supervision, costlier). Wide span = more subordinates per manager (less supervision, riskier).
Watch Out
Too wide a span → inadequate supervision, mistakes, staff feel unsupported. Too narrow → inefficient, costly, micromanagement.
When To Use
Designing organizational structure; determining staffing ratios and management layers.
Section Title
Delegation & Span of Control (Organizing Principles)
Important Facts
- DELEGATION — Task can be delegated; ACCOUNTABILITY stays with delegator.
- DELEGATION — Select right person for right task; match capability to complexity.
- UNITY OF COMMAND — One supervisor per person avoids conflicting directives and confusion.
- CHAIN OF COMMAND — Provides clear authority and communication pathways.
- Typical healthcare span of control: 3–7 direct reports (varies by acuity, complexity).
Key Definitions
Term
Delegation
Example
Charge nurse delegates IV insertion to skilled LPN but remains accountable for appropriate IV selection and patient safety.
Definition
Assignment of task/responsibility to another person while retaining accountability for outcome; requires clear communication, right person, right task.
Term
Unity of Command
Example
Staff nurse answers to charge nurse, not multiple supervisors.
Definition
Each person reports to ONE direct supervisor; prevents confusion and conflicting orders.
Term
Chain of Command
Example
Staff nurse → charge nurse → unit manager → director of nursing → VP of patient care.
Definition
Hierarchy of authority from top to bottom; defines who reports to whom and authority flow.
Diagrams To Know
- Organizational chart showing chain of command and span of control
Must Remember
- LEADERSHIP = personal influence, vision, 'doing the right things.' MANAGEMENT = formal authority, systems, 'doing things right.' Best managers are also leaders; they are NOT interchangeable.
- LEWIN'S FOUR STYLES — Autocratic (emergencies/novices), Democratic (competent/motivated staff, time available), Laissez-faire (expert/autonomous), Bureaucratic (standardization critical). EFFECTIVE LEADERS ADAPT TO SITUATION.
- SITUATIONAL/CONTINGENCY THEORY — No single best style; match to follower readiness (Hersey-Blanchard: telling → selling → participating → delegating).
- TRANSFORMATIONAL LEADERSHIP — Inspires shared vision, stimulates growth, individualized consideration. STRONGLY linked to better nurse engagement, retention, patient outcomes, and MAGNET excellence.
- MASLOW'S HIERARCHY — Five levels (physiologic, safety, belonging, esteem, self-actualization); lower must be met before higher motivates. Applies to BOTH staff motivation AND patient care prioritization (meet vital needs first).
- HERZBERG TWO-FACTOR — Hygiene factors (pay, conditions, security) cause dissatisfaction if lacking but DON'T motivate when present. MOTIVATORS (recognition, achievement, growth, responsibility) create true satisfaction. Fixing hygiene removes dissatisfaction; adding motivators creates motivation.
- FIVE MANAGEMENT FUNCTIONS — Planning (first, foundational), Organizing, Staffing, Directing (where leadership applied), Controlling (feedback to planning). All interdependent, cyclical. PLANNING = first; CONTROLLING = last and closes the loop.
- VROOM EXPECTANCY THEORY — Motivation = Expectancy × Instrumentality × Valence. If ANY factor is zero, motivation fails. Staff must believe effort matters, performance is rewarded, AND reward is valued.
- FAYOL (Administrative Management) — Defined the five management functions; 14 principles of management. Foundation of modern management theory. DEMING (TQM) — PDSA cycle; quality is everyone's responsibility; continuous, data-driven improvement.
- DELEGATION — Task CAN be delegated; ACCOUNTABILITY STAYS with the delegator. Select right person, right task. UNITY OF COMMAND — one supervisor per person. CHAIN OF COMMAND — defines authority hierarchy and communication flow.
Last Minute Tips
- EXAM FOCUS: Distinguish leadership (personal influence, vision) from management (formal authority, systems). If a question describes someone inspiring people without a title, it's LEADERSHIP. If it's coordinating resources with formal power, it's MANAGEMENT.
- STYLE SELECTION: Autocratic = EMERGENCY or novice. Democratic = competent staff + time. Laissez-faire = expert autonomy. Bureaucratic = strict rules/safety critical. The best leaders SHIFT styles; watch for 'what should the manager do?' and look for situational fit.
- MOTIVATION TRAP: Herzberg says fixing salary/working conditions STOPS dissatisfaction but does NOT create motivation. To motivate, add recognition, growth, meaningful work. Many questions test whether you confuse hygiene (satisfier/dissatisfier) with true motivators.
- VROOM FORMULA KILLER: If motivation = E × I × V, and staff don't believe effort affects their outcome (low E), the whole thing = 0. Watch questions where incentives exist but staff are unmotivated—check if E or I is the problem, not V.
- FIVE FUNCTIONS SEQUENCE: PLANNING first (all depend on it), CONTROLLING last (feedback loop). On exam, if asked 'what is first in management?' the answer is PLANNING. If 'what closes the cycle and feeds back?' it's CONTROLLING. They are bookends.
Comparison Tables
Rows
Values
- Personal influence, vision, inspiration
- Formal, delegated authority
Property
Basis of Power
Values
- People, vision, change, direction
- Systems, order, results, efficiency
Property
Focus
Values
- Long-term, future-oriented
- Short- to mid-term, present-oriented
Property
Time Frame
Values
- What and why?
- How and when?
Property
Key Question
Values
- No — can lead informally
- Yes — formal position required
Property
Requires Title?
Values
- Doing the RIGHT things
- Doing things RIGHT
Property
Activity
Columns
- Dimension
- Leadership
- Management
Table Title
Leadership vs Management – Quick Comparison
Rows
Values
- Emergency, crisis, inexperienced staff
- Fast, decisive, clear direction
- Stifles initiative, lowers morale if overused
Property
Autocratic
Values
- Time available, competent/motivated staff
- Improves morale, buy-in, teamwork
- Slower, unsuitable in crisis
Property
Democratic
Values
- Expert, self-directed, motivated professionals
- Empowers skilled staff, allows autonomy
- Risk of chaos, low productivity if undirected
Property
Laissez-faire
Values
- Safety-critical, standardization essential
- Ensures consistency, predictability, safety
- Inflexible, slow to adapt to change
Property
Bureaucratic
Columns
- Style
- Best Used When
- Advantage
- Disadvantage
Table Title
Lewin's Four Leadership Styles – Context, Advantage, Disadvantage
Rows
Values
- Content
- Five ascending needs; lower must be met before higher motivates
- Pay/safety first; then belonging, recognition, growth
Property
Maslow
Values
- Content
- Hygiene factors prevent dissatisfaction; motivators create satisfaction
- Fix salary/conditions to stop complaints; add recognition/growth to motivate
Property
Herzberg
Values
- Content
- Manager beliefs about workers drive style (control vs trust)
- Theory Y assumptions → participative, empowering leadership
Property
McGregor X/Y
Values
- Content
- Achievement, affiliation, power needs vary by person; match assignment to need
- Assign complex projects to high-achievers; team roles to high-affiliators
Property
McClelland
Values
- Process
- Motivation = Expectancy × Instrumentality × Valence; all three must be present
- Ensure staff believe effort matters, performance is rewarded, reward is valued
Property
Vroom Expectancy
Values
- Process
- People compare input-to-reward ratio; inequity causes demotivation
- Maintain fair pay, recognition, opportunities; perceived inequity erodes morale
Property
Adams Equity
Values
- Process
- Behavior shaped by consequences (reward, punishment, extinction)
- Use immediate, specific praise for good behavior; avoid delayed feedback
Property
Skinner Reinforcement
Columns
- Theory
- Type
- Core Idea
- Nursing Application
Table Title
Motivation Theories at a Glance
Rows
Values
- Scientific Management
- One best way; time-motion; efficiency
- Standardization, task simplification, efficiency focus
Property
Frederick Taylor
Values
- Administrative / Classical
- Five management functions + 14 principles
- Foundation of planning–organizing–staffing–directing–controlling
Property
Henri Fayol
Values
- Bureaucratic
- Clear hierarchy, rules, merit-based decisions
- Organizational structure, authority, formality
Property
Max Weber
Values
- Human Relations / Hawthorne Studies
- Attention, feeling valued increases productivity
- Social/psychological factors matter; Hawthorne Effect recognition
Property
Elton Mayo
Values
- 20th century onwards
- Organization is interconnected whole; change ripples
- Understanding interdependence of units and outcomes
Property
Systems Theory
Values
- TQM / Continuous Improvement
- PDSA/PDCA; quality is everyone's responsibility
- Data-driven improvement cycles; quality culture
Property
W. Edwards Deming
Columns
- Theorist / School
- Era / Name
- Key Idea
- NLE Relevance
Table Title
Management Theories – Key Figures and Focus
Rows
Values
- Decide in advance what, how, when, by whom
- Set goals, policies, procedures, budgets, strategy
- Vision, mission, objectives; FIRST function; all others depend on it
Property
1. PLANNING
Values
- Establish formal structure and arrange resources
- Design org chart, define roles, authority, relationships
- Chain of command, unity of command, span of control, care delivery model
Property
2. ORGANIZING
Values
- Get right people, numbers, skills
- Recruit, select, orient, schedule, develop staff
- Nurse-to-patient ratios, acuity classification, scheduling, training
Property
3. STAFFING
Values
- Motivate and guide staff to accomplish goals
- Delegate, supervise, communicate, motivate, coordinate
- Leadership style applied; team motivation; conflict management; real-time influence
Property
4. DIRECTING
Values
- Monitor performance vs standards; correct deviations
- Measure actual, compare to standards, take action
- Audits, appraisals, incident review, outcomes; feedback loop to planning
Property
5. CONTROLLING
Columns
- Function
- Definition
- Key Activity
- Involves
Table Title
Five Management Functions – Activities at a Glance
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