Corporate Name of the Institution

PLANNING AND SCHEDULING OF

NURSING

CITY - SE
2024

LIST OF ABBREVIATIONS AND ACRONYMS

AE Nursing Assistant
Anvisa National Health Surveillance Agency
CIPE International Classification for Nursing Practice
Cofen Federal Nursing Council
Coren-SE Regional Nursing Council of Sergipe
ENF Nurse
ESF Family Health Teams
NANDA-I Nursing Diagnoses Definitions and Classification International
NIC Nursing Interventions Classification
OMS World Health Organization
PE Nursing Process
POP Standard Operating Procedure
PNSP National Patient Safety Program
SAE Systematization of Nursing Care
SUS Unified Health System
TE Nursing Technician
Add all acronyms and abbreviations that were used in the full text.
 SUMMARY

1 IDENTIFICATION AND CHARACTERISTICS OF THE HEALTH INSTITUTION AND OF

NURSING SERVICE

2 SYSTEMATIZATION OF NURSING ASSISTANCE AND PROCESS OF

NURSING
2.1 TAXONOMY FOR NURSING DIAGNOSIS
2.2 INSTRUMENTS OF NURSING ASSISTANCE SYSTEMATIZATION

3 DIMENSIONING OF NURSING ASSISTANCE

3.1 UNITS OF CARE WITH NURSING SERVICE AND NUMBER OF BEDS
FOR UNIT
3.2 NUMBER OF PATIENTS ATTENDED PER MONTH / OCCUPANCY RATE
3.3 DEGREE OF DEPENDENCE IN RELATION TO THE NURSING TEAM (SYSTEM OF
PATIENT CLASSIFICATION – SCP
3.4 DAYS OF OPERATION OF THE SERVICE
3.5 WEEKLY WORKLOAD (W) OF THE NURSING TEAM
3.6 TECHNICAL SECURITY INDEX (IST)
3.7 CURRENT NUMBER OF NURSING PROFESSIONALS ACCORDING TO
PROFESSIONAL CATEGORY
3.8 CALCULATION OF NURSING TEAM SIZE BASED ON
Cofen Resolution No. 543/2017
3.9 CONCLUSIVE ANALYSIS OF THE CURRENT NUMBER OF PROFESSIONALS X FORECASTED IN
COFEN RESOLUTION N 543/2017

4 METHODOLOGY
4.1 BRAINSTORMING
4.2. METHODOLOGY 5W3H

5 CURRENT PLANNING

6 NURSING PROGRAMMING

7 MONITORING AND EVALUATION

8 DOCUMENT CONTROL

REFERENCES
PREFACE

Cofen Resolution No. 725/2023 approves the new inspection manual for the system
Cofen/Regional Nursing Councils, establishing supervision and monitoring of
nursing planning and programming based on articles 3 and 4 of law no. 7,498/1986 and in
Article 2 of Decree No. 94,406/1987.
The Nursing plan is a document prepared exclusively by the nurse.
(Article 11, section I, item 'c' of law no. 7.498/1986), being a useful, flexible, effective tool and
mandatory in all institutions and health services (article 3 of law no. 7,498/1986) to guide the
managers, administrators and nurses, in the quantity and distribution of nursing professionals
necessary for the execution of nursing actions.
This document also describes the activities of Nursing, establishes the objectives and the
goals that serve as a reference for the development of Nursing activities. He
subsidizes social actors with support for decision-making, enabling the success of
operations, contributes to facilitate the supervision, control, and evaluation of the activities of
Nursing prevents occurrences of lack of human and material resources, consequently, it avoids
improvisations of Nursing activities.
Nursing Programming consists of Nursing Planning, both are
mandatory and must be included in the services as integral parts of the planning and
programming of the institution and health services (article 3 of law no. 7,498/1986). It is developed
exclusively by the nurse (art. 11, section I, letter 'c' of law no. 7,498/1986), being a
instrument for organizing nursing actions to gather support resources
administrative to improve nursing care.
The programming must arise from planning and the actions contained are consequences of
commitments made by the management, with the operationalization through projects and plans of
action, aiming to achieve the proposed objectives, systematize the work of Nursing and
execute the planning. For the purpose of evaluating the programming, should be used,
preferably, performance/results indicator (effectiveness), product indicators, process
the input (efficiency or cost-effectiveness) and the impact indicators (effectiveness).
According to Resolution Cofen No. 727/2023, which updates the technical standard for Annotation of

Technical Responsibility for Nursing Services and defines the duties of the nurse
Technical Responsible (RT). In its article 16, the duties of the RT nurse are: I - to make the
Nursing Planning and Programming with the necessary number of personnel
Nursing to provide safe and quality assistance, informing by profession to
legal representative of the company/institution/organization and to the Coren, must provide it annually
or at the time of the ART renewal, and whenever requested by Coren [...] (BRAZIL,
2023).
For the implementation of nursing planning and scheduling, it is essential to
realization of the Situational Diagnosis of Nursing and Health, which constitutes the initial phase of
planning process, and is defined as a method of identification and analysis of a reality
and your needs, with a view to the preparation of organization and/or reorganization proposals.
Its relevance within the field of nursing professionals, enabling a
greater knowledge of your work environment and its surroundings (REGIONAL COUNCIL OF
NURSING OF PIAUÍ, 2019.
In this way, planning is a current vision with future perspectives of function.
administrative and managerial that determines in advance what should be done and what the objectives are
what is desired to be achieved, should support decision-making, contributing to supervision and
evaluation of nursing activities, in addition to preventing the occurrence of resource shortages,
consequently, avoiding improvisations of activities (REGIONAL COUNCIL OF
NURSING OF ALAGOAS, 2024.
Finally, it is emphasized that the documentation should be reviewed annually, using appropriate language.

clear and that your accompaniment and monitoring is essential for improvement in security and
quality of nursing care processes.

Aracaju, SE, January 15, 2024.

DEPARTMENT OF OVERSIGHT
COREN-SE
1 IDENTIFICATION AND CHARACTERISTICS OF THE INSTITUTION AND THE SERVICE
NURSING

1.1 CORPORATE NAME: (FULL NAME OF THE INSTITUTION - HOSPITAL, CLINIC,

BASIC HEALTH UNIT, EMERGENCY CARE, CAPS, UPA, CLINIC
NURSING, HOME CARE, LONG-TERM CARE FACILITY, ETC.:
1.2 FANTASY NAME:
1.3 MAINTAINING ENTITY:
1.4
1.5 NATURE (PUBLIC, PRIVATE, PHILANTHROPIC):
1.6 COMPLETE ADDRESS (STREET, NUMBER, NEIGHBORHOOD, ZIP CODE, CITY):
1.7 INSTITUTION PHONE:
1.8 INSTITUTION E-MAIL:
1.9 SPECIALTIES ATTENDED:
1.10 UNITS / SERVICES WHERE THERE ARE NURSING ACTIVITIES:
MISSION
1.12 NUMBER OF BEDS
1.13 CHARACTERIZATION OF CLIENTELE (PRIVATE, SUS, CONTRACTS)
1.14 ORGANIZATIONAL CHART OF THE INSTITUTION
1.15 COMPOSITION OF NURSING SERVICE
1.16 THE REQUIREMENTS OF THE NURSING TEAM
1.17 DUTIES OF THE NURSING TEAM (SPECIFIC TO THE RT,
NURSE, TECHNICIAN AND NURSING ASSISTANT

2 SYSTEMATIZATION OF NURSING ASSISTANCE AND PROCESS OF

NURSING

2.1 TAXONOMY FOR NURSING DIAGNOSIS: NANDA, CIPE, CIPESC,

among others)

2.2 INSTRUMENTS OF NURSING ASSISTANCE SYSTEMATIZATION:

to relate to the five stages of the Nursing Process (Resolution COFEN No. 358/2009) is being
carried out and in which areas it is being applied;

3 DIMENSIONING OF NURSING ASSISTANCE

3.1 UNITS OF CARE WITH NURSING SERVICE AND NUMBER OF BEDS

PER UNIT

EX:
UNIT number_of_beds
EMERGENCY (risk classification, dressing room, 02 stabilization beds)
medication room, stabilization
INPATIENT WARD (Wing A) 15 beds
ADULT CLINICAL UTI 10 beds
CC (06 preparation rooms, 06 surgical rooms and 01 room with 06 SRPA beds
post-anesthetic recovery

3.2 NUMBER OF PATIENTS ATTENDED MONTH/ OCCUPANCY RATE (last 90 days)

EX:
UNIT OCCUPANCY RATE/AVERAGE OF
ATTEND MONTH OF DECEMBER
UTI CLINIC 92%
Vaccine Room 789 attend
UPA 2365 attend

3.3 DEGREE OF DEPENDENCE ON NURSING TEAM (SYSTEM OF

PATIENT CLASSIFICATION – SCP) – monthly average of minimum care,
intermediários, alta dependência, semi-intensivo, intensivo.
It is suggested to use the following Patient Classification Instruments - PCN: Dini and
Guirardello (2014); Fugulin, Gaidzinski and Kurcgant (2005); Martins (2007); Perroca and Gaidzinski
(1998), Perroca (2011).

EX:
Unit CM CI CAD CSI CInt
UTI Ped 0% 0% 12% 28% 60%
Surgical wing 32% 48% 20% 0% 0%

3.4 DAYS OF THE WEEK OF SERVICE OPERATION

3.5 WEEKLY WORKLOAD (WHL) OF THE NURSING TEAM

3.6 TECHNICAL SECURITY INDEX (IST) - minimum of 15% recommended by COFEN

3.7 CURRENT NUMBER OF NURSING PROFESSIONALS ACCORDING TO THE

PROFESSIONAL CATEGORY

3.8 CALCULATION OF NURSING TEAM DIMENSIONING BASED ON

COFEN RESOLUTION No. 543/2017 (insert the sizing calculation performed on the E- site)
Sizing of the COFEN.

3.9 CONCLUSIVE ANALYSIS OF THE CURRENT NUMBER OF PROFESSIONALS VS FORECASTED IN

COFEN RESOLUTION N 543/2017 (analyze divergence of current vs. expected professionals and
specify what the implications are for assistance when there is a deficit of professionals

EX:
COMPARATIVE FRAME OF NURSING STAFF
CURRENT FRAME Calculation Resolution
No. 543/2017 DEFICIT
SECTOR ENF TE/AE ENF TE/AE ENF TE/AE
ALA A
Pediatric UTI
CC
CME
URGENT
 Conclusion example for hospital unit, clinics, UPAs: it was identified that the unit
there is a deficit of xxx nursing professionals, being xxx nurses and xxx
nursing auxiliaries/technicians that would be needed to meet the demands of the service,
for the guarantee of quality assistance and the fulfillment of Nursing processes (describe
the impact of the nursing professional deficit in each care unit.
Conclusion for basic health units: The Family Health Unit
serves the residents of the neighborhoods xxxxx, with a total of xxxxx registered users, as well as,
provides on-demand service for dressings and vaccinations, with an average of
nursing care of about xxxx per month. The Unit respects (or does not) Ordinance No.
2.436/2017, which approves the National Policy for Primary Care, states that each Health team
The Family (ESF) must be responsible for, at most, 3,500 people.

In light of the above, it has been identified that the unit has a deficit of xxx professionals.
of nursing, including xxx nurses and xxx nursing assistants/technicians who would be
necessary to meet the demands of the service, to ensure a quality assistance and
execution of Nursing processes. (describe the impact of the shortage of professionals)
nursing during consultations, scheduled home visits, and demand from the vaccination room.

4 METHODOLOGY

The strategic planning of health institutions usually follows some principles.

básicos: Descrição da Instituição, Identidade institucional (Visão, Missão e Valor), Mapa
Strategic (Perspective, Objectives, Initiatives, Goals, and Action Plan), Systematic of
Monitoring and Evaluation Indicators.
Quality tools were used, which are techniques aimed at defining,
measure, analyze, and propose solutions for the problems that interfere with good performance of
work processes. It aims to provide professionals who manage a
service an efficient methodology and tools in the processes of quality improvement and in
search for excellence in the quality of products and services and the environment. Among the
tools that assist in strategic planning include: Brainstorming, SWOT Matrix,
GUT Matrix
Flowchart, Trend Diagram, Scatter Plots, among others.
 The methodologies applied for the development of the Strategic Planning were:
all the tools and instruments used for making the planning, referencing and
indicate how they will be used). Brainstorming was used to gather ideas.
to solve problems, potential issues, and opportunities for improvement and the 5W3H tool
was used to describe the action plan to be developed.

EX:
BRAINSTORMING
The Brainstorming technique proposes that a group of people come together and use their ideas.
to generate innovative ideas aimed at obtaining the best solutions from a group of people.
No idea should be dismissed or judged as wrong or absurd, all should be in the
compilation or annotation of all ideas that occurred in the process, to then evolve towards the solution
final.
The purpose was to launch and detail ideas with a certain focus, original, in an atmosphere without
Inhibitions, a diversity of opinions was sought through a process of group creativity. The
brainstorming followed the following stages: generation phase, clarification phase, evaluation phase
the final phase, with the identification of problems, potential issues, and opportunities for improvement
will be addressed in the annual planning topic.

5W3H METHODOLOGY
The Action Plans are the main drivers of the institution and result from
unfolding of short, medium, and long term strategies. In general, the Action Plans
are established to carry out what the organization must do well in order for its
strategy to be successful. Without the effective implementation of strategies, institutions are
unable to reap the benefits of the Strategic Planning process.
Therefore, the Action Plan can be defined as the set of activities
necessary steps organized chronologically to be executed in a given period of
time, identifying the critical success factors and the resources of the activities to achieve a
meta or desired result.
Thus, for the preparation of the Action Plan, the 5W3H methodology was used, which
refere a sete perguntas fundamentais a serem respondidas: O que? Quem? Como? Onde? Quando?
Why? How much does it cost? How to measure?

What? Description of the problem situation to be addressed What will be done

action
 Why? Motivation or root causes that prompted the desire to change, alter
or improve the problem situation Why it will be done (justification, reason)
Where? Location where the problem situation is found or occurs Where will it be
made (local)
When? Temporal limitation of the situation-problem that will be analyzed
When will it be done (time, dates, deadlines)
Who? Responsible for the realization or existence of the problem situation For
who will be made (responsibility for the action)
How? Characterization and description of the dynamics of the situation, in its current state

How it will be done (method, process)

How much? How much will it cost (costs or expenses involved)
How to measure? How will the action plan be measured, evaluated (Define
the indicators, clear measurement methods).
The action plan is described in the nursing programming section, with all the steps.
established by the 5W3H.

5. ANNUAL PLANNING

After using quality tools (specify which tool/instrument)

applied), it was possible to identify the following problems or potential problems: [...]
Alongside the above, it was also possible to identify opportunities for improvements and
actions that the Responsible Technical Nurse can establish for the improvement of the service
nursing, namely: [...]
Therefore, the following objectives were established for the nursing service:
EX:
Implement the appropriate sizing of nursing professionals in the
institution/company/organization;
Monitor key indicators of nursing care
Ensure that nursing professionals are regularly exercising their profession (Identification Card)
Professional in validity
Implement the Patient Classification System to identify the degree of dependency of
patient
Ensure the applicability of the Nursing Assistance Systematization (SAE) through
application of the Nursing Process
 6 NURSING PROGRAMMING

It is a dynamic and flexible working tool that presents the work proposal of
nursing, highlighting its problems and the goals to be achieved; meets the measures provided for in
current legislation; defines targets for the execution of the proposal and guides the management of actions of

nursing. The table below was used based on the criteria of the 5W3H tool, being
crafted after analyzing the problems, potential problems, and opportunities for improvement of
nursing service:

ACTION PLAN OF THE NURSING SERVICE OF INSTITUTION X FOR 2024

How much? How
What? Why? Who? Where? When? How?
No. (How to measure?
What? (Why?) (Who?) (Where?) (When?) (How?)
Much?) (How measure?)
Justification,
responsibility Procedures,
Action explanation Local Deadline Costs Indicators
the stages
reason
1 Implement Non-existence of the ERTthe CAPS 31/05/2024 the R$ 1,200.00 Fee of
The implementation process for nurses instrument of the for Processes of
Nursing of the care process process of training Nursing
(SAE) Nursing nursing from the team carried out
(SAE) Standardize the
taxonomy of Can insert
CIPE in the system indicators yes
electronic assistance of
- Empower a nursing
team of (fall, phlebitis,
nursing LPP,
infection, ...)
2 Implant Subsidiary the ERT the UTI March 31, 2024- Adapt Without SCP Rate Fees
system of calculation of nurses units printed of additional filled in at
classification of assistive dimensions Fugulin for the unit
from the patient to the team of hospitalization unit of
Fugulin nursing health;
to evaluate Send
gray of instrument for
dependency graph
- Training
two nurses
for evaluation of
gray of
dependency
Create spreadsheet
monthly of
monitoring
of the degree of
dependence on
unit
3 Elaborate and Number ERT Unit 29/02/2024 - Survey R$ 800.00 Drop rate
implement elevated of of bibliographic for purchase at the Unit of
POP of falls na Internment Definition of the hospitalization plaques
prevention of unit of tool of identification
risk of hospitalization assessment of
 How much? How
What? Why? Who? Where? When? How?
No. (How to measure?
What? Why? (Who?) (Where?) When? (How?)
Much?) (How measure?)
Justification,
Responsáv Procedures,
Action explanation Local Deadline Costs Indicators
the stages
motive
fall hospital risk of falling
Elaboration of
POP
Establish signs
at risk of falling
To make
risk bracelets
of falls

7 MONITORING AND EVALUATION OF PLANNING

Monitoring and evaluation will be conducted through quarterly meetings (specify the
periodicity of the Nursing Coordinations for discussion and monitoring of the execution
of the annual planning and performance of the indicators.
Example of indicators: Overall Customer Satisfaction Index, absenteeism rate, rate
Work Accidents, Training Hours per Employee, Bed Occupancy Rate, Average
length of stay in unit x, maternal mortality rate, infant mortality rate, percentage
fall
accidental central venous catheter, extubation, incidence of contrast extravasation
percentage of clean surgeries, monthly number of home visits, vaccination coverage,
therapeutic adherence (PTS), among others.
It is worth noting that each indicator must be accompanied by a target, which will provide
information on success or failure in the evaluation of a specific process, product, or business.
The goals can be set by the institution's management based on benchmarking, programs.
of safety and quality such as the PBSP (Brazilian Patient Safety Program), ANAHP
(National Association of Private Hospitals), as well as scientific studies, institutional averages,
among others.
EX:
Indicator Meta January February/24 March/ April/24
24 24 24
Rate of 0.8% 0.6% 0.5% 0.8% 0.9% 0.85% 1%
infection
hospital

Legend:
 Did not reach the goal, review the action plan for process improvement
Achieved the goal, maintain the adopted practices and be vigilant to keep the action plan.
Better than the stipulated goal, effective action plan

Analysis suggestion: In the months of April, May, and June, the goals were not met by
These reasons [...], after analysis and discussion with the nursing team, were redefined.
action plans for process improvement, highlighting the following actions [...].

Example of indicator calculation:

Extubation Incidence Accidental Extubation

Definition: relationship between the number of unplanned extubations and the number of intubated patients per day.
multiplied by 100.
Equation for calculation:
Incidence of Accidental Extubation = number of unplanned extubations x 100
number of intubated patients/day

8 DOCUMENT CONTROL

Prepared by: Date of preparation: Approved by: Next review:

Technical Responsible January 21, 2024 Unit Director 21/01/2025
xxxxx - Insert
signature
Other members who Insert signature
they participated in
planningxxxxx
Insert signature

REFERENCES

BRAZIL. Decree No. 94,406, of June 8, 1987. Regulates Law No. 7,498, of June 25
of 1986, which provides for the practice of Nursing, and establishes other provisions. Official Gazette
Federative Republic of Brazil, Executive Power, Brasília, DF, June 9, 1987. Section 1, p.
8853.

Law No. 7,498, of June 25, 1986. Provides for the regulation of the practice of
Nursing and taking other measures. Official Gazette of the Federative Republic of Brazil: section
1, Executive Power, Brasília, DF, June 26, 1986. p. 9.273-9.275.

REGIONAL NURSING COUNCIL OF PIAUÍ. Diagnostic Model

Nursing Administrative. Teresina, PI: Coren-PI, 2019.
REGIONAL COUNCIL OF NURSING OF ALAGOAS. Planning and programming
of nursing. Maceió, AL. COREN-SE, 2024.

DINI, Ariane Polidoro; GUIRARDELLO, Edinêis de Brito. Patient classification system

Pediatric: improvement of an instrument. Rev. Esc. Enf. USP; v. 48, n. 5, p. 787-93, 2014.

FUGULIN, Fernanda Maria Togeiro; GAIDZINSKI, Raquel Rapone; KURCGANT, Paulina.

Patient classification system: identification of the healthcare profile of patients from
Hospitalization units of HU - USP. Rev Latino-am. Nursing, v. 13, n. 1, p. 72-8, 2005.

FUGULIN, Fernanda Maria Togeiro; et al. Pediatric Patient Classification System:

Construction and validation of care categories. Rev. Esc. Enf. USP; v. 45, n. 3, p. 575-80, 2011.

FUGULIN, Fernanda Maria Togeiro et al. Patient Classification System: Proposal of

Completion of the Instrument by Fugulin et al. Rev Latino-am Enfermagem; v. 15, n. 5, 2007.

KURCGANT, Paulina (coord.). Nursing Administration. 8th ed. São Paulo: EPU, 2006.

MATUS, Carlos. The plan as a bet. In: GIACOMONI, James; PAGNUSSAT, José Luiz (eds.).
Government planning and budgeting. Brasília, DF: ENAP, 2006. p. 155-144.

MATUS, Carlos. Politics, planning, and government. Brasília, DF: Institute of Economic Research
Applied, 1993.

PERROCA, Márcia Galan. Development and validation of content of the new version of a
instrument for patient classification. Rev Latino-am Enfermagem; v. 19, n. 1, Jan./Feb. p.
January 9, 2011.

PERROCA, Márcia Galan; GAIDZINSKII, Raquel Rapone. Patient classification system:

construction and validation of an instrument. Rev. Esc. Enferm. USP, v.32, n.2, p. 153-68, 1998.