Analysis of Financial Management at a District Level in ... · Analysis of Financial Management at...

1
Analysis of Financial Management at a District Level in the South African Health Sector Choonara, S. 1 * Eyles, J. Goudge, J. Nxumalo, N. *PhD Research Intern, [email protected]/ +2711 717 3438 Background: 1. European Union. Informal Meeting of Health Ministers. Economic Crises and Healthcare Discussion Paper. 5/05/2014]; Available from: http://gr2014.eu/sites/default/files/Athens%20Informal%2028-29.4 %20-%20Session%20II%20-%20Economic%20crisis%20and%20healthcare.pdf . 2. Von Holdt, K.M., M, Public Hospitals in South Africa: Stressed Institutions. Disempowered Management. . Management in Public Hospitals in South Africa. , 2006. 3. https://www.google.com/search?hl=en&site=imghp&tbm=isch&source=hp&biw=1600&bih=809&q=sa+money&oq=sa+money&gs_l=img.3..0l10.3100.5423.0.5752.10.8.0.1.1.0.375.894.2-1j2.3.0....0...1ac.1.53 .img..7.3.522.IxJBoLUMt5c#facrc=_&imgdii=_&imgrc=gDvuoW4YECcRpM%253A%3Baz-AD0aPw1xv4M%3Bhttp%253A%252F%252Fplascontrends.co.za%252Fwp-content%252Fuploads%252F2012%252F11%252 FNew-Notes-Image-Source-techcentral.co_.za_.jpg%3Bhttp% 253A%252F%252Fplascontrends.co.za%252Fmadiba-rand-notes-money-money-money%252F%3B640%3B350. Accessed 09-09-2014. Effective financial management (FM) is required across developed and developing countries which face the dilemma of curbing health expenditure yet ensuring the delivery of quality health services [1]. Presently, the South African (SA) health system is characterised by inadequate FM [2]. Aim (Phase 1-Ongoing): To provide an-in-depth analysis of the district’s (local level) finance unit. Employee Centred Director Level of Actor External Provincial District DD Finance Controller AD Finance NGOs Finance Specialist Finance Analyst Treasury DOH AD HR Level External Provincial Actor NGOs Meetings Mental Health NGO References & Acknowledgement(s): Tools & Analysis: - In-depth Interviews -Thematic Sampling: -Purposive & Snowballing Sample: -7 of 35 key participants interviewed thus far Sites: -2 health districts, in SA Study Design: -Qualitative -Case study Methodology Senior staff attend a high number of meetings and do not have the time to attend to the workload/ FM tasks adequately. Junior staff attend few or no meetings & have no knowledge of the content/ key points of meetings. There is a disjunction between the junior & senior staff indicating a lack of teamwork which is possibly affecting the district’s FM. Health systems in SA currently operates in chaos this organogram is useful for internal communication and staff understanding the structure of the finance department. -Presently staff members in the district’s finance unit operate in isolation, there is a lack of teamwork. -There is a lack of communication and the high number of meetings attended by senior staff is hampering functioning of the district’s FM. -It is evident that minor changes are required to yield big improvements in FM at a district level . Preliminary Results (1 District)

Transcript of Analysis of Financial Management at a District Level in ... · Analysis of Financial Management at...

Page 1: Analysis of Financial Management at a District Level in ... · Analysis of Financial Management at a District Level in the South African Health Sector Choonara, S.1* Eyles, J. Goudge,

Analysis of Financial Management at a District Level in the South African Health Sector

Choonara, S.1* Eyles, J. Goudge, J. Nxumalo, N. *PhD Research Intern, [email protected]/ +2711 717 3438

Background:

1. European Union. Informal Meeting of Health Ministers. Economic Crises and Healthcare Discussion Paper. 5/05/2014]; Available from: http://gr2014.eu/sites/default/files/Athens%20Informal%2028-29.4 %20-%20Session%20II%20-%20Economic%20crisis%20and%20healthcare.pdf. 2. Von Holdt, K.M., M, Public Hospitals in South Africa: Stressed Institutions. Disempowered Management. . Management in Public Hospitals in South Africa. , 2006. 3. https://www.google.com/search?hl=en&site=imghp&tbm=isch&source=hp&biw=1600&bih=809&q=sa+money&oq=sa+money&gs_l=img.3..0l10.3100.5423.0.5752.10.8.0.1.1.0.375.894.2-1j2.3.0....0...1ac.1.53 .img..7.3.522.IxJBoLUMt5c#facrc=_&imgdii=_&imgrc=gDvuoW4YECcRpM%253A%3Baz-AD0aPw1xv4M%3Bhttp%253A%252F%252Fplascontrends.co.za%252Fwp-content%252Fuploads%252F2012%252F11%252 FNew-Notes-Image-Source-techcentral.co_.za_.jpg%3Bhttp% 253A%252F%252Fplascontrends.co.za%252Fmadiba-rand-notes-money-money-money%252F%3B640%3B350. Accessed 09-09-2014.

• Effective financial management (FM) is required across developed and developing countries

which face the dilemma of curbing health expenditure yet ensuring the delivery of quality

health services [1].

• Presently, the South African (SA) health system is characterised by inadequate FM [2].

Aim (Phase 1-Ongoing): • To provide an-in-depth analysis of the district’s (local level) finance unit.

Employee Centred

Director

Level of Actor

External

Provincial

District

Sub-district

DD Finance

Controller

Capturer Chief Clerk

Controller (Vacancy)

Controller Controller Controller

AD Finance

Capturer Capturer Petty Cash

Clerk Clerk

Intern Intern

Facility Managers

NGOs Finance Specialist

Finance Analyst

Treasury DOH

AD HR

Figure 1: Actor Map (Organogram) District Finance Unit By: S Choonara

Key: Direct Relationship Indirect Relationship

Level

External

Provincial

District

Actor

NGOs

DD Finance

AD Finance

Controller

Controller

Petty Cash

Intern

Provincial Finance

Meetings

Area Manager

Provincialisation

ProcFin Budget

DHER

DHP

DMT

Local Authority

Mental Health NGO

Finance Forum/ Internal

APU DHCTC EXCO

Figure 2: Meetings Attended District Finance Unit By: S Choonara

References & Acknowledgement(s):

Tools & Analysis:

- In-depth Interviews -Thematic

Sampling: -Purposive & Snowballing

Sample: -7 of 35 key participants interviewed

thus far

Sites: -2 health

districts, in SA

Study Design:

-Qualitative

-Case study

Methodology

• Senior staff attend a high number of meetings and do not have the

time to attend to the workload/ FM tasks adequately.

• Junior staff attend few or no meetings & have no knowledge of the

content/ key points of meetings.

• There is a disjunction between the junior & senior staff indicating a

lack of teamwork which is possibly affecting the district’s FM.

• Health systems in SA currently operates in chaos this organogram is

useful for internal communication and staff understanding the structure

of the finance department.

-Presently staff members in the district’s finance unit operate in isolation, there is a lack of teamwork. -There is a lack of communication and the high number of meetings attended by senior staff is hampering functioning of the district’s FM.

-It is evident that minor changes are required to yield big improvements in FM at a district level.

Preliminary Results (1 District)