Professional Documents
Culture Documents
TABLE OF CONTENTS
Introduction to the Module..2
Module Learning Outcomes ......4
Topics of the Module ...5
Brief Contents of the Module ...................7
Assessment of the Module27
Assessment Guidelines.28
Formative Assessment..........28
Summative Assessment........32
Marking Criteria ..........34
Directed Study Activities .....37
Activity 1: Management presentation.37
Activity 2: Writing a assignment..39
Group Work Sessions40
Session 1: Managerial skills and leadership41
Session 2: Problem-based learning42
References.42
Bibliography..44
This module aims to facilitate nurses to develop managerial skills and apply them
with creative and analytical thinking in managing their wards, as well as using them
to motivate others. The module also aims to prepare the learner to fulfill the
professional practice roles and responsibilities in the practice setting. This includes
concepts of management and leadership, interagency and multi-disciplinary team
working, teaching and facilitating others and lifelong learning to maintain and
develop contemporary skills.
This module provides the learners with the basic concepts and principles of
leadership and management in a progressive health care system that fosters a
positive, creative and caring environment. It prepares nurses for assuming
leadership and management roles as first line managers within the social, legal
and economical context of health care system in general and the national health
care system in particular. Theories, processes, tools, and responsibilities of team
leaders will be explored along with their effective application in the clinical setting.
At the end of the module, you will be able to report findings independently and
share them with your other colleagues at a high learning level.
The module activities are directly related to the completion of the module
assignment and the output from the activities will form both the formative and
summative elements.
module leader.
TOPIC 1
TOPIC 2
Leadership theories
TOPIC 3
Staff development
TOPIC 4
Budget
Purpose of budgets
COMMUNICATION IN MANAGEMENT
TOPIC 5
CHANGE MANAGEMENT
TOPIC 6
Reflection
TOPIC 7
(ii)
(v)
Contingency theory
The concept within this theory is that the organizations structure must match the
working of the environment. The most common aspect of the theory is recognizing
the style of the leader and how this influences the situation. There is no one
leadership style that fits every situation. A good leader will learn how to adapt to
each situation to support the desired outcomes. The organizational structure based
on this theory is flexible and varies based on the needs of the organization and the
leader.
Strategic planning
Strategic planning is a step-by-step process that delineates ongoing group activity.
It is a management tool that helps organizations set long-term goals. It assures that
the individuals working for the organization work together to accomplish set goals
and objectives. The way a strategic plan is developed depends on the nature of the
organizations
leadership,
culture
of
the
organization,
complexity
of
the
organizations environment, size, and the expertise of the planners. The steps for
strategic planning process are:-
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Step 6: Implementation
All the strategies planned are carried out in this phase and the success in the
implementation of the strategies depends on the involvement of managers who
must monitor all the activities to ensure accomplishment of the objectives.
Step 7: Outcomes
Outcomes are the result that you plan to accomplish. It must be realistic and
achievable. Outcomes help to reflect the effectiveness in meeting the expectations
of the planners.
Step 8: Evaluation
The evaluation determines the organizations progress towards attaining the
identified outcomes. How did the organization respond to the implementation of the
plan? How was productivity achieved? The evaluation is compare outcomes or
results with the objectives.
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1. Servant leadership
This term is used to describe leaders who influence and motivate others by building
relationships and developing the skills of individual team members. A servant leader
makes sure the needs of the individual team members are addressed. In this style
of management, the entire team has input into decision making based on the
organizations values and ideals. The characteristic skills of a servant leader
include:
Listening
Foresight
Acceptance
Awareness
Building community
Persuasion
2. Transformational leadership
It is based on building relationships and motivating staff members through a shared
vision and mission. Typically leaders have charisma to communicate vision and
confidence to act in a way that inspires others. They also have staff respect and
loyalty by letting the team know they are important, and are masters at helping
people do things by giving encouragement and praise.
3. Democratic leadership
Democratic leader encourages open communication and staff participation in
decisions. Workers are given responsibility, accountability and feedback regarding
their performances. Meanwhile, relationships are important to leader who places a
focus on quality improvement of systems and processes, rather than on mistakes of
individual team members.
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4. Autocratic leadership
This leadership is demonstrated when a leader makes all decision without
considering input from staff. Negative reinforcement and punishment are often used
to enforce rules. Mistakes are not tolerated and blame is placed on individuals
rather than on faulty processes. The positive side of this style is that it works
perfectly in emergencies or chaotic situations where there is little time for
discussion. It is useful when enforcing policies and procedures that protect resident
health and safety.
5. Laissez-faire leadership
It is a style in which the leader provides little or no direction or supervision, and
prefers to take a hands-off approach. Decisions are not made, changes rarely occur
and quality improvement is typically reactive, not proactive. It is often used by new,
inexperienced leaders or by those at the end of their careers who choose not to
address issues.
Nursing management
Day-to-day management of services, resources and staff is the bread and butter of
healthcare workers, but this is rarely acknowledged, even by staff. Even though
management skills are valued less than leadership and clinical skills, excellence in
healthcare is needed in both management and leadership components. Nurse
management is pertinent to the nursing field, which deals with the management of
nurses and patients, or both. An efficient nursing manager is able to carry out the
given responsibilities within the given or prescribed timelines with the help of
allotted resources, both financial and personnel, in order to meeting the goals and
objectives of the organization. Rowland and Rowland (1997) defined management
as a five steps process:
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Planning
Organizing
Directing
Coordinating
Controlling
Lack of recognition
1. Team builder
A nurse must be able to build a strong team in order to lead and manage effectively.
New management strategies emphasize the importance of self-organizing teams
and the value of group activities. Each individuals participation as a team member
is a requirement. Managers must communicate to all team members their belief in
the ability of the team to work well together. The objective is to help the concerned
individuals assess their own contributions to the team and their expectations of
other team members. It also serves the purpose of empowering each team member
to contribute fully.
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2. Decision makers
Participative and transformational leaders enter into relationships with the
professionals in their organization. They share information, discuss values and
collaborate on decisions. The self-esteem of team members correlates with
involvement with decision making. A wise leader negotiates for the time to make a
well-informed decision and thus avoids the frustration and time associated with
negative outcomes of hasty decision making.
3. Communicator
Personal face-to-face communication is optimal. Managers must make every effort
to stagger their hours in the organization to allow communication on a regular basis.
Both formal and informal communication is important. Managers who make time for
informal communication will have a more accurate understanding of the issues with
which the knowledge workers are dealing; will develop more open, trusting
relationship within the organization; as well as a greater understanding of factors
affecting morale.
4. Negotiator
The first rule of negotiation is to understand the positions of the stakeholders,
including nurses, patients, interdisciplinary professional, community members,
families of patients, unlicensed assistive personnel and administration. The nurse
manager must exhibit excellent negotiation skills. These skills are important in
helping a team arrive at decisions, gaining organizational support for a new plan,
gaining the cooperation of another department or organization, and in many other
facets of the managers role.
5. Delegator
The leader will recognize the wisdom of members of the healthcare team and
support the interconnectedness of team members in the healthcare delivery
system. The manager will foster an environment that supports the notion of
associates (i) being partners in the delivery of health care, (ii) being accountable for
evaluating the outcomes of their interventions, (iii) having the equity in the
organization to make point of service delivery decisions and (iv) feeling a sense of
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6. Mentor
Mentoring relationships can be formal (assigned through an organization) or
informal (simply a handshake agreement between a seasoned leader and an
aspiring one). Mutual respect, goal setting, accountability to each other, and open
dialogue are hallmarks of an effective mentoring relationship. All nurses must have
a responsibility to mentor new members of the profession. The mentoring
relationship must be mutually rewarding and it must involve the opportunity for real
work and stimulating challenges.
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The staffing process is the linear incorporation of the staffing plan, the scheduling
and staffing system, and the scheduling outcomes into a systematic flowing
process. The staffing plan consists of four different elements that must be
addressed.
Healthcare setting
Healthcare facility will determine the accessibility of the nursing staff to the
patient, which has ramifications regarding the work allocation and provision of
the patient care services.
Care delivery model
It composes of four main components: patient needs, patient population
demographics, number of nursing staff numbers; and ratio of nurses serving
various roles and levels.
Patient acuity
It refers to patients being assigned locations in a hospital based on a acuity
system and /or admitting diagnosis.
Nursing staff
The work activity of the nursing staff includes direct care, indirect care, unitrelated, personal time and documentation.
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Scheduling
Once the variables of healthcare setting, care delivery models, patient acuity, and
nursing staff have been determined, the staffing process continues into the
development of the schedule. Scheduling is defined as the process of making the
personnel work assignments for a specific period. Generally, nursing schedules are
communicated to the staff in a manual format or by computer.
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Financial Management
Budget is a plan that uses numerical data to predict the activities of an organization
over a period of time, and it provides a mechanism for planning and control, as well
as for promoting each units needs and contributions (Carruth, Carruth & Noto,
2000). The objectives of the budget process are:
To provide a written expression, in quantitative terms, of the plans of the
organization.
To provide a basis to evaluate financial performance in relation to the plans of
the organization.
To provide a tool to measure fiscal and outcome compliance with the stated
plan.
To create a sensitivity and heightened awareness of costs relative to resources
used.
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4. Evaluation
After the implementation phase, the budget should be reviewed regularly to
determine the level of adherence to the budgeted figures.
Types of budget
i. Operating budget
It is a combination of the revenue and expense budget. It is a forecast of the
revenue that is expected to be earned during the defined budget period and
the expenses incurred to earn the revenue during the same period. The
personnel costs are a significant part of this budget e.g. organizations daily
operating revenue and expenses.
ii. Program budget
It contains all the items that are cost in a particular care delivery program. This
type of budgeting is frequently completed for new programs and expansion of
existing programs of care or services.
iii. Capital budget
It summarizes the anticipated purchases for the fiscal year and usually has a
dollar minimum cost to be included.
iv. Cash budget
The cash budget predicts expected revenues and payments for resource or
cash outflow, e.g. cash outflow is the payment of salaries for work performed.
v. Supply budget
It predicts the use of medical-surgical supply costs based on predicted case
mix of patients for the upcoming fiscal year, e.g. expenses of all supplies that
are utilized on the nursing unit to provide patient care.
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Communication in Management
Effective communication is essential to the well-being of an organization.
Communication is critical to the strategic planning process of any organization, and
it is crucial for attainment of short and long-term organization goals. Good
communication is pivotal to the day-to-day operation of any organization, affecting
patient safety and quality care employee satisfaction, and customer relations and
satisfaction.
communication
includes
verbal
and
nonverbal
means
of
Verbal communication
Both face-to-face and written messages constitute verbal communication. Marquis
and Huston (2003) observe that face-to-face communication is rapid but that fewer
people may receive the information. For example, nurse managers communicate
face-to-face in a variety of formats, including formal meetings, presentations and
work groups.
For written messages, including e-mail, then provide documentation of the message
but may be misinterpreted by the recipients and are time consuming for managers.
People will likely interpret written messages from their own perspectives,
experiences and position in the organization. Therefore, efficient and effective
writing skills are important for nurse managers.
Non-verbal communication
Communication is commonly considered a process, with words as symbols and
language representing a code. Nonverbal communication includes appearance,
tone of voice, gestures, body movements, glances, facial expressions, dress, smell,
proximity and gait. Managers and employees should be aware of their nonverbal
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behaviour and recognize its impact on all communication. Both managers and
employees should monitor their nonverbal behaviours. They may also find it useful
to seek feedback from others to determine if their nonverbal behaviours are
consistent with their verbal message and to determine the impact of their nonverbal
behaviour on the overall impression generated by their communication.
Vertical communication
Vertical communication occurs between superiors and subordinates. It concludes
downward communication and upward communication. Downward communication
is the information sent by supervisors and subordinates. It reflects the hierarchical
structure of the organization and occurs in a variety of ways depending on the
content of the message. Upward communication occurs when employees or
managers who are subordinate to top level management send messages up
through the chain of command. Each employee is expected to respect the chain of
command and submit the communication to an immediate manager.
Horizontal communication
It occurs when managers and others communicate with people on the same level in
the organizational structure, e.g. staff nurses communicate with other staff nurses.
Effective horizontal communication can facilitate coordination between departments
as well as problem solving and decision making.
Diagonal communication
Managers interact with managers, physicians and groups of people in other
departments in the organization who are not on the same level in the hierarchy. This
type of interaction is important to the functioning of the organization and usually
does not occur through formal means.
Grapevine
It is a common vehicle for informal communication in organizations. The grapevine
is the informal and unsanctioned information network within every organization. It is
essentially the rumour mill in an organization. Word is spread from one person to
another outside the formal communication network.
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Change Management
Change is an integral part of any organization, and the process can be
uncomfortable and disturbing to those who are affected. Change means to be
different, to cause to be different or to alter. It may be personal or organizational
and can occur suddenly or incrementally. Unplanned change or reactive change
usually occurs suddenly and in response to some event or set of circumstances.
Table 2
Roles of the change agent
Visioner
Facilitator
Idea person
Communicator
Challenger
Problem solver
Advisor
Advocate
Objective observer
Coach
Educator
Resource linker
Provider of feedback
Empowerer
Problem finder
(Adapted from Nursing Leadership and Management: theories, processes and practice.
Patronis Jones, 2007)
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Barriers to change
All changes have the potential for both gain and loss. It is important to identify all
the potential barriers to change, to examine them contextually with those affected
by the proposed change, and to develop strategies collectively to reduce or remove
the barriers. Barriers most common to change within the health-care environment
are discussed below.
Desire to remain in the comfort zone
Inadequate access to the information
Lack of shared vision
Lack of adequate planning
Lack of trust
Resistance to change
Poor timing or inadequate time planned
Fear that power, relationships or control will be lost
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Wheelers model
Wheeler (2000) suggests that having choices and knowing the context in which
choices are made are the most important elements of proactive decision
making. Being proactive allow the anticipation of an event and allows one to
generate actions before the event.
Nursing process
Using the nursing process as a guide, the decision making process started by
collecting data and assessing the situation. Leaders make their most successful
decisions when they assess the strengths and weaknesses of the people and
environment.
2. Innovative decision
These decisions are made when the situation or problem is unusual and the
rules and guidelines do not clearly define or dictate a course of action. Nurses
from the bedside to top administration, need to make these kinds of decisions
frequently.
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Formative
Formative assessment involves a group presentation and mid-term test.
Summative
The summative assessment requires a written essay as an individual assignment
submitted via LUC learning system.
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Assessment Guidelines
These guidelines are to assist you in developing your work and to enable you to
reflect on what you should be doing. The formative assessment is based on group
presentation and mid-term test; while summative assessment is based on the
individual assignments study, which includes coverage of the module transferable
skills. The important outcome for this module is the completion of the module
learning outcomes. It is important that you demonstrate your understanding of a
range of relevant theories in nursing science, health science and behavioural
science.
Formative Assessment
Guidelines for developing group presentation
Group presentation is a daunting and anxiety-ridden task that is carried out in a
large or small group. Thus, you are going to present to a group of people, who may
be your colleagues or module leaders. The word, nuance, the appearance, the tone
of the voice are all important. The presentations must be well layout and the
presentations should cover the topic that has been given. For example, there can
be presentations on the roles of managers in managing the ward, how they use
leadership in their daily work and how they can communicate with other peers and
create good communications with others. The guidelines should include:-
Objectives
Audience
Venue
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2. Objectives
There should be clear objectives on why the presentations are done and how they
are going to achieve in the presentations. There should be strategic decisions about
the design and the tone of the presentations. Once the objectives have been
developed, there should be balanced arguments where creative approaches have
been looked into:
What do you want your audience to understand?
What actions do you want your audience to take following your presentation?
How can you best design your presentation to meet your objectives?
3. Audience
Students must know who their audiences are, as they have different experiences,
interest and levels of knowledge. The students should always look into what the
audiences already know about the topics and whether there are new materials to
things they might already understand. Students should avoid technical jargons and
explain abstract concepts with clear practical examples.
4. Venue
There should be a venue on where the presentations will be done. A large lecture
theatre might create a formal atmosphere. Students must be able to create the
atmosphere and must know what the visual aids they want to use.
5. Main points
Students should design the presentations and the main points should be defined.
Students should not present more than three main points in ten minutes during
presentations. Students must allow time for adequate introduction and conclusion.
A powerful presentation delivers information in a logical, structured manner,
building on the previous point and avoiding large jumps in sequence. The student
should consider the following points:What are the main points that the students wish to make?
Are the points structured in a logical coherent way?
Do the main points reflect the objectives and take account of the needs of the
audience?
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Linking statements send signals to the audience, highlighting the next point in the
argument, linking to earlier ideas or clarifying the stage the presentations have
reached in the argument overall. This may be of particular importance in a lengthy
presentation where even the most effective presenter has to work hard to keep an
audience involved.
8. Developing an opening
The introduction to the presentation is crucial. It is your first point of contact with the
audience. Students can either capture or lose their audiences interest in a matter of
seconds. Use your introduction to lay a clear foundation for the presentation to
follow. Students should follow the below guidelines when developing the opening:
Introduction
State what the subject is (a title or subject area);
State how this will done (e.g. by comparing test results or reviewing the
supporting literature);
State what is good of the presentation (an informed group, a lively discussion);
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9. Developing a conclusion
The conclusion is another important stage in the presentation. The following
structure provides a powerful conclusion:
A review of the title or subject area
In this presentation I wanted to explore the relationship between X and Y.;
A summary of the main points
We have discussed the following points;
A summary of the process you have been gone through
By looking at X we have found that Y ;
A conclusion clearly drawn from the main points (this must be supported by the
detail of the presentation)
It is clear that there can be no substantive relationship between X and Y;
A parting statement to stimulate your audiences thoughts (this might be a
question or a bold comment).
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Summative Assessment
Guidelines for developing an individual written assignment
Students should present a brief introduction to the topic, the appropriateness for
study, determine the focus of investigation and review existing knowledge including
published literature from all relevant areas.
Writing style
All assignments should be written in accurate, easily understood language. Plain
English should be used, but the work should not be informal. Slang and
colloquialisms should be avoided. Any abbreviations or contractions should be
clarified. The reader should always be able to understand what is being
communicated, particularly when persuasive arguments are made.
Accurate grammar, spelling and use of language are all important elements of
writing.
All work should be clearly structured so that the content and flow of ideas are
apparent.
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Sub headings and other presentational devices may be used where appropriate
to clarify the structure.
Students should proof read every assignment very carefully before handing it in.
Grammatical, typographical and spelling errors will be penalized. A spell
checker can be useful when word processing work, but remember this will not
eliminate every problem, such as the correctly spelt word in the wrong context
(i.e., conservation instead of conversation) nor accidentally used plurals.
Make sure that the assignment is of the correct length (2,000 words). Marks will
be deducted if for under or excess of 10% word limit. Word count should be
included at the end of all assignments.
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Marking Criteria
Table 1 below discusses the criteria for evaluating the group presentation.
Comments
Content
Summary
Logical conclusion
Presentation
and power point
Generates
interest
and
group
discussion
by
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Use of
resources
Teamwork
35
Table 2 below discusses the criteria for evaluating the written assignment.
Comments
State clearly the key issues and introduce the topic well
and clearly
Contents
the assignments
Style and
presentations
Formatting of
assignments
Referencing
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You should work in a team and identify the topics that require evaluating, and
assessing the current knowledge, skills and attitude of learners. The topics must be
appropriate for the nursing service and updated either from your own experience or
from the set of case notes using a selected format of referencing.
The module leader will provide a format on the presentation of the group
presentation. The learner should include background information on events leading
up to the nursing service users and groups involved with care. The aim is to assess
the examinees with options on the use of management skills and treatment for your
chosen topics given.
Format for the activity one Group presentations
Content
Introduction of the subjects
Objectives are clearly stated and there are series of bullet points
Contents adequacy and relevancy
Organizations of the content and refers back to the main objectives
Summary
Logical conclusion
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Teamwork
Group members demonstrate understanding of the subjects.
Work towards the goal.
Participate equally in presentations.
Use of resources
Draw lines of databases, books and media.
Use of recent referred journal/books.
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Introduction
State clearly the key issues and introduce the topic well and clearly
Clear, concise and well structured
Contents
Use appropriate quotations
Original ideas and expressions
Develops logical arguments and state clearly the relevant ideas and evidence.
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Learning Outcomes
Demonstrate problem solving skills [solution and application] in relation to
practice settings.
Identify your own colleagues or classmates strengths and weaknesses and
verbalize it in group discussions
accurately identifying its root cause is doomed to failure. Having proposed a cause
for the problem and a planned solution, the next step is to set out how you intend to
implement your outline and evaluate the outcome.
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Each of you, as a class, will state the strengths and weaknesses of the topic.
Briefly describe the topic with your group and decide what to do?
How can these skills be used in upgrading the managerial and leadership skills
in your practice?
Each student will present his or her proposed solution(s) for the weaknesses and
strengths of the topic that have been discussed. You should start to think about what
you might address to help the individual in their future career.
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References
Carruth, A.K., Carruth, P.J., & Noto, E.C. (2000). Nurse managers flex their
budgetary might. Nursing Management, 31(2),1617.
Green, C. (2000). Critical thinking in nursing, Upper Saddle River, NJ: Prentice Hall
Health.
Huber, D. (2000). Leadership and nursing care management (2nd ed.). Philadelphia:
W.B. Saunders.
Marquis, B.L., & Huston, C.J. (2003). Leadership roles and management functions
in nursing. Philadelphia: Lippincott Williams & Wilkins.
Rowland, H.S., & Rowland, B.L. (1997). Nursing administration handbook (4th ed.).
Gaithersburg, MD: Aspen Publications,Inc.
The American Nurse (2006). A change will do you good. The American Nurse,
38(1), 9.
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Wheeler, R. (2000). Being proactive, not reactive. In Fay L. Bower (Ed.) Nurses
taking the lead: Personal qualities of effective leadership. Philadelphia: W.B.
Saunders.
Wilson, C.K., & Porter-OGrady, T. (1999). Leading the revolution in health care
(2nd ed.). Gaithersburg, MD: Aspen Publishers, Inc.
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Bibliography
Huber, D. (2000). Leadership and nursing care management (2nd ed.). Philadelphia:
W.B. Saunders.
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