SHO Management study materials
SHO Management study resources

SHO Management study plan

SHO Management · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Strategic Planning and Organizational Leadership

  • Map every element of the strategic planning cycle (environmental scan, mission/vision, goal setting, strategy formulation, deployment, evaluation) to a concrete SHO-level example

  • Draft a one-page SWOT and a balanced-scorecard-style objective set for a hypothetical surgical services line

  • Explain how governance structures (board, medical executive committee, department chairs) divide decision rights

  • Identify three leadership theories and state which SHO decision each would change

Your checkpoint

A one-page strategic plan outline for a fictional surgical department, including SWOT, three measurable objectives, and named accountable owners

Week 2

Strategic Planning and Organizational Leadership & Quality Improvement and Patient Safety

  • Build a cause-and-effect (driver) diagram linking one strategic objective to operational and quality drivers

  • Select two change-management models and apply each to a planned perioperative workflow change

  • Define a quality aim statement with a measurable target and a PDSA cycle plan for it

  • Compare stakeholder engagement tactics for surgeons, nursing, and anesthesia leadership

Your checkpoint

A two-page change package: aim statement, driver diagram, PDSA cycle 1 plan, and a stakeholder communication matrix

Week 3

Quality Improvement and Patient Safety

  • Assemble a patient safety event taxonomy and classify ten self-written case vignettes by harm severity and preventability

  • Perform a root cause analysis on one vignette, producing a causal statement and three corrective actions with owners and due dates

  • Distinguish process, outcome, balancing, and structural measures and assign at least two of each to a surgical site infection reduction effort

  • Explain the difference between common-cause and special-cause variation and when to use a control chart versus a run chart

Your checkpoint

A completed RCA write-up for one vignette plus a one-page measurement plan with five indicators, numerators, denominators, and data sources

Week 4

Regulatory Compliance and Accreditation

  • Build a crosswalk of accreditation standards to internal policies, flagging gaps

  • Outline the survey-readiness cycle: mock tracer, corrective action plan, and follow-up verification

  • List the required components of an infection prevention and sterilization quality assurance program relevant to surgical services

  • Describe the reporting obligations and timelines for a sentinel event and for a patient safety organization submission

Your checkpoint

A standards crosswalk table covering at least 15 requirements with a gap status and remediation owner for each

Week 5

Financial Management and Budgeting

  • Construct a departmental operating budget from volume assumptions, staffing ratios, and supply cost per case

  • Calculate and interpret contribution margin, break-even volume, and variance (volume versus rate versus efficiency) for a sample month

  • Evaluate a capital purchase using payback, net present value, and a lease-versus-buy comparison

  • Explain how reimbursement models (fee-for-service, bundled, capitated) shift financial risk and which SHO levers respond to each

Your checkpoint

A spreadsheet-based budget and variance analysis for a fictional surgical department, with a one-paragraph recommendation on one capital request

Week 6

Financial Management and Budgeting & Human Resources and Workforce Management

  • Build a staffing plan using case volume, minutes per case, turnover time, and productive versus non-productive hours

  • Compute turnover rate, vacancy rate, and cost per hire, and interpret what each signals for workforce risk

  • Draft competency validation and onboarding checkpoints for a new perioperative nurse across the first 90 days

  • Describe a just-culture approach to a clinical error and distinguish it from blame-based and non-punitive responses

Your checkpoint

A staffing and workforce risk brief with a 90-day onboarding checklist and three retention interventions tied to measured turnover drivers

Week 7

Operations and Facility Management & Information Technology and Data Governance

  • Map the perioperative patient flow from scheduling through discharge and identify the top three throughput constraints

  • Apply lean tools (value stream map, 5S, standard work) to one constraint and quantify the expected time savings

  • Draft an IT governance structure defining who owns data stewardship, access approval, and change control

  • Specify data quality dimensions and a validation routine for one registry or dashboard

  • Outline a business continuity and downtime procedure for a scheduling or EHR outage

Your checkpoint

A one-page value stream map with a bottleneck analysis, plus a data governance RACI for one clinical dataset

Week 8

Strategic Planning and Organizational Leadership & Regulatory Compliance and Accreditation & Quality Improvement and Patient Safety

  • Synthesize prior weeks into an integrated 12-month departmental operating plan with sequenced initiatives

  • Rehearse and time a set of scenario-based decisions spanning finance, HR, compliance, and safety

  • Audit personal weak areas against the domain weights and rank them by expected score gain

  • Write a final one-page executive summary defending three priorities to a hospital executive audience

Your checkpoint

A 12-month integrated operating plan with prioritized initiatives, owners, metrics, and a personal remediation list for the final review window

Milestones

Week 2: Can produce a driver diagram and PDSA plan from a blank page in under 30 minutes without notes

Week 4: Scores at least 70% on a self-written 30-question mixed set covering domains 1, 4, and 5

Week 6: Completes a budget-to-staffing linkage exercise end to end and explains every variance line aloud

Week 8: Delivers the integrated operating plan and passes a timed 40-question full-domain self-assessment at 75% or better