PTR 102: PT ROLE 2

College of Physical Therapy

Prepared by: Janice N. Laluces

MODULE 4
VISION, MISSION AND GOAL SETTINGS
JULIA REI ILAGAN 10/09/2022
BSPT III

Brief Description
This part will distinguish organizational visions, missions, values and goals from each other.

Learning Outcomes:

By the end of the module, you should be able to:

1. Distinguish organizational visions, missions, values, and goals from each other.
2. Determine the roles of the statement of a vision, a mission, the values, and the goals in the management
of physical therapy practice.
3. Critique vision and mission statements.
4. Relate vision, mission, and values to organizational culture.
5. Determine the potential influence of mission statements on individuals in organizations.
6. Determine the appropriate relationship between vision, mission, values, and goals of the American
Physical Therapy Association and those of physical therapy practices.
7. Analyze various levels of goals for the management of physical therapy practices following given criteria
for effective goals.
8. Develop strategies for communicating and promoting acceptance of a physical therapy practice’s vision,
mission, values, and goals.

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

Pre-Activity - Before Reading Questions/This part may also contain motivational activities
Reading the book entitled:
 Chapter 5 Page, C. G., Management in Physical Therapy Practices (2015) F.A.
Davis Company

 Define the following terms:

1. Visions – is a projection of where the organization wants to be in regard to future
development. The vision statement of a physical therapy practice provides a concise, vivid
image of the organization’s future identity and position in the health care market. Tying the
vision statement to attainable goals leads to action plans focused on realizing the vision and
inspiring workers.
2. Mission Statements - defines why the organization exists. The mission statement provides a
written identity to the organization by reflecting its core values, creating an image, emphasizing
the quality of its employees, highlighting services offered and differentiating these services
from those of other competing providers, and defining the population served. The mission
statement typically includes general demographic information about the organization and the
clients served (e.g., name, address, areas of expertise, services provided, target market, noted
stakeholders) while creating a cohesive statement through integrating elements of the
organization’s core values, culture, and philosophies
3. Value Statements - sometimes referred to as a philosophical statement, for the
organization. Some suggestions and insights for managers to consider are listed below:
● Every member of the physical therapy practice wants to work for a reputable and
successful company; managers must ensure a solid reputation for the practice through
professionalism and ethical behaviors in the service of others and build success through
dedication to excellence and continuous quality improvement.
● Values are instilled in employees from the time of hiring; managers must be role models,
mentors, and educators to assist in establishing appropriate behaviors and organizational
values in new employees.
● Values are shared; managers must reward outward embodiment of shared values and
discourage disruptive behaviors.
● Values become ingrained in the employee but can be dramatically changed by significant
events; in times of crisis, managers must maintain integrity through open and honest
communication, accurately and honestly representing the situation at hand and following
through on promises or obligations made to employees.
● Each individual in the practice has an impact on the values of the practice; managers must
recognize and respect the personal goals and varying needs of individual employees.
● Employees bring personal core values to the practice that may or may not resonate with
organizational core values; managers must thoroughly consider new hires and select the
right people for the practice. On the other hand, managers must terminate employment of
those members who are irreparably disruptive or in some way detrimental to maintaining the
values of the business.
4. Goals – toward the achievement of this, a successful design depends on the ability of those
in leadership postions to organize and manage people

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

LESSON 1:
Read and understand the statement.

Visions
Managers cannot dismiss determining the vision of an organization as unimportant, or approach its
development casually. Identifying this broad, overriding goal is critical to determining the direction of an
organization through a realistic picture of the future. Stakeholders need to address important questions about
the organization like what it should stand for, and what it should become. Visions should challenge the
performance and ideas of stakeholders. A vision leads employees (and entrepreneurs) to:

 Commit to the organization because the vision energizes them.

 Develop a sense of the meaning of their work as part of a bigger whole.
 Strive to achieve a standard of excellence that stimulates improvement.

The Vision Statement Checklist

 Clear, vivid picture of the future of the organization
 Challenging
 Hopeful
 Memorable
 Realistic
 Achievable
 Guides the long-term action plan

Excerpt from the CHAPTER 5 of Management in Physical

Therapy Practices

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

Activity - After Reading, research the following and cite the references: (as needed)
1. Find the vision of a physical therapy practice or other health-care organization you
would like to know more about. What does its vision statement tell you about the
organization? Does it meet the characteristics expected of a vision? Does the vision
meet your professional expectations for an employer?
 Lucena MMG General Hospital
 To be the excellent healthcare network provider of choice in Southern
Luzon by the year 2027.
- It entails about the vision or the goal of the said hospital and that is to be the
excellent healthcare network provider of choice in Southern Luzon by the year of
2027, it does meet the characteristics of an expected vision. Furthermore, the
said vision provides a vivid and clear statement of what the organization wants to
achieve.
2. In small groups, make vision statements for the rehabilitation center that is assigned for
you to create. (Include your Group Number)
 Lebron Sport’s Rehabilitation Center

o To be recognized as the world-class leading rehabilitation center, thus,

providing the highest quality care.

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

LESSON 2:
Read and understand the statement.

Mission Statements
A mission statement provides a current path to realize the future that is presented in the vision of an
organization, and that is in line with its values. Mission statements may have a direct bearing on the bottom
line and success of the organization because, like the organization’s vision, they are dependent on the degree
of buy-in by stakeholders. Like its vision, an organization’s mission statement also becomes a source of power
for an organization because it enables its sense of purpose. The mission statement clarifies its legal role,
expectations of its stakeholders, and, perhaps most importantly, its moral duty—what it ought to be doing.
Unless its mission is socially desirable and justifiable, an organization may fail to create the enthusiasm and
excitement among its stakeholders to “walk the talk.”
A mission statement reflects the principles under which an organization acts and the standards by which it will
be judged. It boosts morale and strengthens its reputation when the organization lives up to it. Conversely, it
may damage morale and reputation if it is perceived to be weak, hypocritical, or not trustworthy. If the vision for
an organization has already been determined, a beginning point for establishing its mission is to ask why the
vision exists. What is the purpose of the vision? Other questions to be addressed during development are:

 What does the organization wish to be remembered for?

 What are its unique strengths and weaknesses?
 How is it distinguished from its competitors?

The Mission Statement Checklist

 Clear statement of purpose and priorities
 Reflects values or beliefs (culture) of the organization
 Presents the unique attributes of the organization
 Infers the roles of stakeholders in the organization
 Generates commitment to and pride in the organization
 Consistent with legal and corporate requirements (if applicable) of the organization

Excerpt from the CHAPTER 5 of Management in Physical

Therapy Practices

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

Activity - After Reading, answer the questions: (as needed)

1. Find the mission statement of a physical therapy practice or other health-care
organization you would like to know more about. What does its mission statement tell
you about the organization? Does it meet the characteristics expected of a mission
statement using the components? Does this mission statement meet your professional
expectations of an employer?
 Lucena MMG General Hospital
o QMMGMPC is an integrated healthcare delivery system that provides
constantly upgraded yet accessible, affordable, sustainable, holistic
health services for all.
- The said hospital’s mission entails and share their beliefs and presents their
unique attributes. Moreover, it presents the commitment of the organizarion
2. In small groups, make mission statements for the rehabilitation center that is assigned
for you to create.
- The Lebron Sport’s Rehabilitation Center aims to provide a great quality of
life to future patients and clients. Furthermore, it aims to aide one’s need that
will surely help in contributing for a better and productive community

*adjust the box size if needed

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

LESSON 3

Value Statements
Recently, some organizations have chosen to separate the values component of the typical mission statement
into a separate statement. Value statements often begin with “we believe. . .”, or “we are committed to. . .”, or
simply “we value. . .”. This approach results in mission statements that are more direct, typically shorter, and
limited to a clear definition of what they do. An accompanying value statement supplies the why’s of the
mission and offers support for the vision.
All organizations have values that drive its culture. Although not always explicit, the values of an organization
determine the qualities that command respect. They generate the principles that guide the actions of the
employees and other stakeholders as they judge themselves and are judged by others. The values statement
typically identifies the four to six most important values, or things that are valued, which are presented in rank
order with the most important value listed first. A physical therapy practice’s value statement may address (in
no alphabetical order):

 Access
 Accountability
 Diversity
 Education
 Financial success
 Honesty
 Innovation
 Productivity
 Quality care
 Respect
 Teamwork
 Work/home balance
Goal Setting
The goals, or results desired, for the organization are equally powerful and important in planning and
implementing a new practice or new component of an organization. Organizational goals are also a means for
controlling, coordinating, and evaluating work performance. In large organizations, conflict commonly arises
because the many goals established to carry out a mission and achieve a vision may seem to contradict each
other. The focus of an organization’s goals also may change at different times as factors influencing the
business of health care force a change in the priority rank of goals.
Fry, Stoner, and Weinzimmer offer a model for understanding the levels and types of goals in organizations
that are a helpful foundation for goal writing. Their general rules for goals are in bold and applied using holiday
shopping as an example:
1. Goals must be phrased in terms of outcomes (accomplishments) not processes.
2. Goals must be measurable
3. Goals must challenging but realistic
4. Goals must be communicated

Another common approach to goal writing is SMART, an acronym for:

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

 Specific
 Measurable
 Action-oriented
 Realistic
 Timebound

In another approach, Fry and his associates have identified three types of goals that apply to any strategic
planning. They all demand deadlines and evaluation feedback to determine if they have been met:

 Horizon goals—broad and less specific goals that are to be met over the course of the overall planning
time span of years.
 Near-term goals—also called short-term goals, with results or accomplishments expected in the next
operating cycle, typically 1 year. They serve as progress points toward horizon goals.
 Target goals—very short-term and specific to time and measurement. They generate action that can
be accomplished in days or weeks. Targets goals need to be checked regularly to determine if they
remain consistent with near term and horizon goals.
Excerpt from the CHAPTER 5 of Management in Physical
Therapy Practices

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

Research Activity:

1. What is the vision and mission of the American Physical Therapy Association? Do they meet the criteria
for a vision and a mission statement provided in boxes? How do you think they might be improved?
 Vision Statement for the Physical Therapy Profession
o Transforming society by optimizing movement to improve the human experience.
 Mission Statement for the Association
o Building a community that advances the profession of physical therapy to improve the
health of society.
- The mission and vision statements of the APTA does meet the criteria, it could be improved byt
giving further detailed information
2. Why did the American Physical Therapy Association separate its core values from its vision and
mission statement?
- They separate it for further understating of what is and what’s what on their
organization, thus providing a clear image on their employee and patients and
clients.
3. What should be the relationship between the vision, mission, and core values of the profession and
those of individual physical therapy practices?
- The relationship among the three should be immaculately performed and done by
those who are in health care organization or business, thus proving the best health
care services to our patients and clients because that is what they deserve

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

No part of this material may be reproduced, stored in a retrieval system or transmitted in any form or by any
means – electronic, mechanical, photocopying, recording or otherwise, without permission in writing from the
author or lecturer.

Learning Tasks:
1. Offline Reading
2. Student Output Activity: Definition of Terms and answered questions.
3. Online/ Offline Quiz: Posted in WELA LMS or during Face to Face classes.
4. Online/ Face to face Graded Recitation or Reporting: Performance in the interactive discussion and
presentation of assignments/ assigned topic.
5. Offline Homework/ assignment: Reflective essay
6. Offline/ Online Research: Answering the given questions in Research Activity

Reference:
 Scott, R.W., Petrosino C., L., (2008) Physical Therapy Management 1st Edition, Mosby

 Page, C. G., Management in Physical Therapy Practices (2015) F.A. Davis Company

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

Rubrics: (based on learning tasks)

Assignment/ Essay
CRITERIA EXCELLENT GOOD (3) SATISFACTO INSUFFICIENT INCOMPLETE POINTS
(4) RY (2) (1) (0)
Assignment Intro, body, Intro, body, Intro, body, and Intro, body, and Assignment
Component and and conclusion conclusion was not
conclusion conclusion Paragraphs are Paragraphs are submitted.
Paragraphs Paragraphs present but not missing/ not
are clear and are clear, but well organized clear
well not well used
organized,
Topic is
introduced,
discussed/
analyzed,
and
summarized
Completene Addresses all Addresses Addresses only Does not Assignment
ss questions all questions, part of the address the was not
thoroughly but less question question or topic submitted
and weighted assigned in the
completely given to one assignment
or more
component
Neatness All Most Some Few homework/ No homework/
homework/as homework/ homework/ assignments assignment
signment assignment assignment were turned in was turned in
were turned were turned was turned in neat and orderly neat and
in neat and in neat and neat and orderly
orderly orderly orderly
Supporting The research The research The research The research is Assignment
Research provided from provided provided but misguided by was not
credible mostly from with low level of the assigned submitted
sources, credible evidence topic
Systematic sources,
review, RCT, Meta-
highest level Analysis
of evidence
TOTAL
POINTS
Comments:

Adapted from: Mary J. Allen, mallen@csub.edu

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 PTR 102: PT ROLE 2
College of Physical Therapy
Prepared by: Janice N. Laluces

Reporting/Presentations
Exceeds Satisfactory Needs Below Score
Expectations (4) (3) Improvement (2) Expectation (1)
Organization The presentation is The presentation There is some There is some
carefully organized has a focus and organization, but organization, but
and provides provides some the speaker the speaker
convincing evidence reasonable occasionally goes occasionally goes
to support evidence to off topic. Evidence off topic.
conclusions. support used to support Evidence used to
conclusions. conclusions is support
weak. conclusions is
weak.

Content The content is The content is The content is The content is

accurate and generally accurate sometimes inaccurate or
comprehensive. and reasonably inaccurate or overly general.
Listeners are likely complete. incomplete. Listeners are
to gain new insights Listeners may Listeners may unlikely to learn
about the topic. develop a few learn some anything or may
insights about the isolated facts, but be misled.
topic they are unlikely to
gain new insights
about the topic.

Delivery The speaker is The speaker is The speaker The speaker

professional, generally relaxed occasionally appears anxious
relaxed, and and comfortable. appears anxious or and
comfortable and Listeners are uncomfortable, uncomfortable
interacts effectively generally and may and reads notes,
with listeners. recognized and occasionally read rather than
understood. notes, rather than speaks. Listeners
speak. Listeners are ignored.
are often ignored
or misunderstood.

Comments: Total
Score:
Adapted from: Allen, Mary J. Using Rubrics to Grade, Assess, and Improve Student Learning, 2014, Strengthening Our Roots: Quality,
Opportunity & Success Professional Development Day, Miami-Dade College

No part of this material may be reproduced, stored in a retrieval system or transmitted in any form or by any
means – electronic, mechanical, photocopying, recording or otherwise, without permission in writing from the
author or lecturer.

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