IDEAS home Printed from https://ideas.repec.org/a/eee/jomega/v103y2021ics0305048320307386.html
   My bibliography  Save this article

Enhancing optimization planning models for health human resources management with foresight

Author

Listed:
  • Amorim-Lopes, Mário
  • Oliveira, Mónica
  • Raposo, Mariana
  • Cardoso-Grilo, Teresa
  • Alvarenga, António
  • Barbas, Marta
  • Alves, Marco
  • Vieira, Ana
  • Barbosa-Póvoa, Ana

Abstract

Achieving a balanced healthcare workforce requires health planners to adjust the supply of health human resources (HHR). Mathematical programming models have been widely used to assist such planning, but the way uncertainty is usually considered in these models entails methodological and practical issues and often disregards radical yet plausible changes to the future. This study proposes a new socio-technical methodology to factor in uncertainty over the future within mathematical programming modelling. The methodological approach makes use of foresight and scenario planning concepts to build tailor-made scenarios and scenario fit input parameters, which are then used within mathematical programming models. Health stakeholders and experts are engaged in the scenario building process. Causal map modelling and morphological analysis are adopted to digest stakeholders and experts’ information about the future and give origin to contrasting and meaningful scenarios describing plausible future. These scenarios are then adjusted and validated by stakeholders and experts, who then elicit their best quantitative estimates for coherent combinations of input parameters for the mathematical programming model under each scenario. These sets of parameters for each scenario are then fed to the mathematical programming model to obtain optimal solutions that can be interpreted in light of the meaning of the scenario. The proposed methodology has been applied to a case study involving HHR planning in Portugal, but its scope far extends HHR planning, being especially suited for addressing strategic and policy planning problems that are sensitive to input parameters.

Suggested Citation

  • Amorim-Lopes, Mário & Oliveira, Mónica & Raposo, Mariana & Cardoso-Grilo, Teresa & Alvarenga, António & Barbas, Marta & Alves, Marco & Vieira, Ana & Barbosa-Póvoa, Ana, 2021. "Enhancing optimization planning models for health human resources management with foresight," Omega, Elsevier, vol. 103(C).
  • Handle: RePEc:eee:jomega:v:103:y:2021:i:c:s0305048320307386
    DOI: 10.1016/j.omega.2020.102384
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S0305048320307386
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.omega.2020.102384?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. F Ben Abdelaziz & M Masmoudi, 2012. "A multiobjective stochastic program for hospital bed planning," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 63(4), pages 530-538, April.
    2. Hughes, Nick, 2013. "Towards improving the relevance of scenarios for public policy questions: A proposed methodological framework for policy relevant low carbon scenarios," Technological Forecasting and Social Change, Elsevier, vol. 80(4), pages 687-698.
    3. Teresa Cardoso & Mónica Oliveira & Ana Barbosa-Póvoa & Stefan Nickel, 2012. "Modeling the demand for long-term care services under uncertain information," Health Care Management Science, Springer, vol. 15(4), pages 385-412, December.
    4. Fortes, Patrícia & Alvarenga, António & Seixas, Júlia & Rodrigues, Sofia, 2015. "Long-term energy scenarios: Bridging the gap between socio-economic storylines and energy modeling," Technological Forecasting and Social Change, Elsevier, vol. 91(C), pages 161-178.
    5. Kunc, Martin & O'Brien, Frances A., 2017. "Exploring the development of a methodology for scenario use: Combining scenario and resource mapping approaches," Technological Forecasting and Social Change, Elsevier, vol. 124(C), pages 150-159.
    6. Sebastian Rachuba & Brigitte Werners, 2017. "A fuzzy multi-criteria approach for robust operating room schedules," Annals of Operations Research, Springer, vol. 251(1), pages 325-350, April.
    7. Wright, David & Stahl, Bernd & Hatzakis, Tally, 2020. "Policy scenarios as an instrument for policymakers," Technological Forecasting and Social Change, Elsevier, vol. 154(C).
    8. Powell, Warren B., 2019. "A unified framework for stochastic optimization," European Journal of Operational Research, Elsevier, vol. 275(3), pages 795-821.
    9. Jiafu Tang & Yu Wang, 2015. "An adjustable robust optimisation method for elective and emergency surgery capacity allocation with demand uncertainty," International Journal of Production Research, Taylor & Francis Journals, vol. 53(24), pages 7317-7328, December.
    10. Tomoko Ono & Gaétan Lafortune & Michael Schoenstein, 2013. "Health Workforce Planning in OECD Countries: A Review of 26 Projection Models from 18 Countries," OECD Health Working Papers 62, OECD Publishing.
    11. Vieira, Ana C.L. & Oliveira, Mónica D. & Bana e Costa, Carlos A., 2020. "Enhancing knowledge construction processes within multicriteria decision analysis: The Collaborative Value Modelling framework," Omega, Elsevier, vol. 94(C).
    12. Wright, George & Cairns, George & O'Brien, Frances A. & Goodwin, Paul, 2019. "Scenario analysis to support decision making in addressing wicked problems: Pitfalls and potential," European Journal of Operational Research, Elsevier, vol. 278(1), pages 3-19.
    13. Gorissen, Bram L. & Yanıkoğlu, İhsan & den Hertog, Dick, 2015. "A practical guide to robust optimization," Omega, Elsevier, vol. 53(C), pages 124-137.
    14. Rhisiart, Martin & Störmer, Eckhard & Daheim, Cornelia, 2017. "From foresight to impact? The 2030 Future of Work scenarios," Technological Forecasting and Social Change, Elsevier, vol. 124(C), pages 203-213.
    15. Mingers, John & Brocklesby, John, 1997. "Multimethodology: Towards a framework for mixing methodologies," Omega, Elsevier, vol. 25(5), pages 489-509, October.
    16. Owen, Susan Hesse & Daskin, Mark S., 1998. "Strategic facility location: A review," European Journal of Operational Research, Elsevier, vol. 111(3), pages 423-447, December.
    17. Willis, Graham & Cave, Siôn & Kunc, Martin, 2018. "Strategic workforce planning in healthcare: A multi-methodology approach," European Journal of Operational Research, Elsevier, vol. 267(1), pages 250-263.
    18. Lawrence Phillips & Carlos Bana e Costa, 2007. "Transparent prioritisation, budgeting and resource allocation with multi-criteria decision analysis and decision conferencing," Annals of Operations Research, Springer, vol. 154(1), pages 51-68, October.
    19. Mariel Lavieri & Martin Puterman, 2009. "Optimizing nursing human resource planning in British Columbia," Health Care Management Science, Springer, vol. 12(2), pages 119-128, June.
    20. Roy, Bernard, 1993. "Decision science or decision-aid science?," European Journal of Operational Research, Elsevier, vol. 66(2), pages 184-203, April.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Sutton, Claire & Prowse, Julie & McVey, Lynn & Elshehaly, Mai & Neagu, Daniel & Montague, Jane & Alvarado, Natasha & Tissiman, Chris & O'Connell, Kate & Eyers, Emma & Faisal, Muhammad & Randell, Rebec, 2023. "Strategic workforce planning in health and social care – an international perspective: A scoping review," Health Policy, Elsevier, vol. 132(C).
    2. Vieira, Mário & Macedo, Ana & Alvarenga, António & Lafoz, Marcos & Villalba, Isabel & Blanco, Marcos & Rojas, Rodrigo & Romero-Filgueira, Alejandro & García-Mendoza, Adriana & Santos-Herran, Miguel & , 2024. "What future for marine renewable energy in Portugal and Spain up to 2030? Forecasting plausible scenarios using general morphological analysis and clustering techniques," Energy Policy, Elsevier, vol. 184(C).
    3. Nataliia Dotsenko & Dmytro Chumachenko & Yuliia Husieva & Nataliia Kosenko & Igor Chumachenko, 2022. "Sustainable Management of Healthcare Settings’ Personnel Based on Intelligent Project-Oriented Approach for Post-War Development," Energies, MDPI, vol. 15(22), pages 1-18, November.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. M. Nassereddine & M. A. Ellakkis & A. Azar & M. D. Nayeri, 2021. "Developing a Multi-methodology for Conflict Resolution: Case of Yemen’s Humanitarian Crisis," Group Decision and Negotiation, Springer, vol. 30(2), pages 301-320, April.
    2. Cardoso, Teresa & Oliveira, Mónica Duarte & Barbosa-Póvoa, Ana & Nickel, Stefan, 2016. "Moving towards an equitable long-term care network: A multi-objective and multi-period planning approach," Omega, Elsevier, vol. 58(C), pages 69-85.
    3. Franco, L. Alberto & Montibeller, Gilberto, 2010. "Facilitated modelling in operational research," European Journal of Operational Research, Elsevier, vol. 205(3), pages 489-500, September.
    4. Cardoso, Teresa & Oliveira, Mónica Duarte & Barbosa-Póvoa, Ana & Nickel, Stefan, 2015. "An integrated approach for planning a long-term care network with uncertainty, strategic policy and equity considerations," European Journal of Operational Research, Elsevier, vol. 247(1), pages 321-334.
    5. Derbyshire, James, 2024. "Integrating modelling-based and stakeholder-focused scenario approaches to close the planning gap and accelerate low-carbon transitions," Ecological Economics, Elsevier, vol. 221(C).
    6. Sarhadi, Hassan & Naoum-Sawaya, Joe & Verma, Manish, 2020. "A robust optimization approach to locating and stockpiling marine oil-spill response facilities," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 141(C).
    7. Maria Franca Norese & Diana Rolando & Rocco Curto, 2023. "DIKEDOC: a multicriteria methodology to organise and communicate knowledge," Annals of Operations Research, Springer, vol. 325(2), pages 1049-1082, June.
    8. Mingers, John, 2011. "Soft OR comes of age--but not everywhere!," Omega, Elsevier, vol. 39(6), pages 729-741, December.
    9. Marttunen, Mika & Haara, Arto & Hjerppe, Turo & Kurttila, Mikko & Liesiö, Juuso & Mustajoki, Jyri & Saarikoski, Heli & Tolvanen, Anne, 2023. "Parallel and comparative use of three multicriteria decision support methods in an environmental portfolio problem," European Journal of Operational Research, Elsevier, vol. 307(2), pages 842-859.
    10. Jack R. Meredith, 2001. "Reconsidering the Philosophical Basis of OR/MS," Operations Research, INFORMS, vol. 49(3), pages 325-333, June.
    11. Wang, Yu & Zhang, Yu & Tang, Jiafu, 2019. "A distributionally robust optimization approach for surgery block allocation," European Journal of Operational Research, Elsevier, vol. 273(2), pages 740-753.
    12. Chen, Kaihua & Ren, Zhipeng & Mu, Shijun & Sun, Tara Qian & Mu, Rongping, 2020. "Integrating the Delphi survey into scenario planning for China's renewable energy development strategy towards 2030," Technological Forecasting and Social Change, Elsevier, vol. 158(C).
    13. Sutton, Claire & Prowse, Julie & McVey, Lynn & Elshehaly, Mai & Neagu, Daniel & Montague, Jane & Alvarado, Natasha & Tissiman, Chris & O'Connell, Kate & Eyers, Emma & Faisal, Muhammad & Randell, Rebec, 2023. "Strategic workforce planning in health and social care – an international perspective: A scoping review," Health Policy, Elsevier, vol. 132(C).
    14. Ramboarison-Lalao, Lovanirina & Gannouni, Kais, 2019. "Liberated firm, a leverage of well-being and technological change? A prospective study based on the scenario method," Technological Forecasting and Social Change, Elsevier, vol. 140(C), pages 129-139.
    15. Geels, F.W. & McMeekin, A. & Pfluger, B., 2020. "Socio-technical scenarios as a methodological tool to explore social and political feasibility in low-carbon transitions: Bridging computer models and the multi-level perspective in UK electricity gen," Technological Forecasting and Social Change, Elsevier, vol. 151(C).
    16. Rodrigues, Teresa C. & Montibeller, Gilberto & Oliveira, Mónica D. & Bana e Costa, Carlos A., 2017. "Modelling multicriteria value interactions with Reasoning Maps," European Journal of Operational Research, Elsevier, vol. 258(3), pages 1054-1071.
    17. Bakker, Hannah & Dunke, Fabian & Nickel, Stefan, 2020. "A structuring review on multi-stage optimization under uncertainty: Aligning concepts from theory and practice," Omega, Elsevier, vol. 96(C).
    18. Cardoso-Grilo, Teresa & Monteiro, Marta & Oliveira, Mónica Duarte & Amorim-Lopes, Mário & Barbosa-Póvoa, Ana, 2019. "From problem structuring to optimization: A multi-methodological framework to assist the planning of medical training," European Journal of Operational Research, Elsevier, vol. 273(2), pages 662-683.
    19. Franco, L. Alberto & Lord, Ewan, 2011. "Understanding multi-methodology: Evaluating the perceived impact of mixing methods for group budgetary decisions," Omega, Elsevier, vol. 39(3), pages 362-372, June.
    20. Robinson, Stewart & Worthington, Claire & Burgess, Nicola & Radnor, Zoe J., 2014. "Facilitated modelling with discrete-event simulation: Reality or myth?," European Journal of Operational Research, Elsevier, vol. 234(1), pages 231-240.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:jomega:v:103:y:2021:i:c:s0305048320307386. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: http://www.elsevier.com/wps/find/journaldescription.cws_home/375/description#description .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.