Wk4_L535
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Wk4_L535.docx
Week4SampleData.xlsx
Wk4_L535.docx
Wk4_535
Due: 9/14/2026 @ 6:00PM CST
Your organization (a mid-sized, technology-enabled services organization in a rapidly evolving industry) is undergoing a series of significant changes (such as digital transformation, AI adoption, restructuring, or launching a new product). Your task is to develop a 6-month leadership development plan for one manager selected from a group of highly qualified individuals. This manager will lead the upcoming change initiatives within the organization.
Your development plan must incorporate relevant leadership theories and approaches, support innovation and stakeholder alignment, and use AI tools to personalize training, development, and reflection.
Assessment Preparation
Review the information provided in the Week 4 Sample Data document.
Wk4 Sample Data.xlsx
This is the same form, but in a more readable format. You can refer to either one.
Select 1 manager from the Wk 4 Leaders tab.
Assessment Deliverable
Write a 750- to 875-word leadership development plan with clear headings and structure. Use bullet points where appropriate.
Your plan should include the following sections:
· Organizational Change Context:
· Describe the change your chosen leader has been assigned (e.g., digital transformation, AI adoption, restructuring, new product launch).
· Explain how key stakeholders will be affected by the change and what the anticipated resistance might be.
· Explain why strong leadership is critical in this context.
· Leadership Theories:
· Select 2 leadership theories or frameworks (e.g., Kotter’s 8-step change model, ADKAR, Lewin, transformational, servant leadership) relevant to your change context.
· Complete the following for each theory:
· Summarize its core principles.
· Assess its strengths or limitations for your manager’s change scenario.
· Justify why it is or isn’t appropriate.
· Program Components:
· Using an AI tool of your choice, outline 3 key components of your 6-month leadership development program. Each component should be actionable, aligned to the leader’s change context, and tied to the leadership theories you selected. Examples may include (but are not limited to):
· Workshops or learning models aligned to the phases of change
· Coaching or mentoring focused on developing behaviors highlighted by your chosen theories
· Real-time feedback mechanisms (e.g., pulse surveys, 360-degree feedback, AI-enabled coaching alerts)
· Resistance-to-change simulations that give the manager a safe environment to practice applying theories or tactics
· Peer learning or collaborative problem-solving sessions
· AI Integration:
· Use at least 1 AI-powered tool or platform (e.g., Copilot, Humantic AI, Crystal, AI coaching platforms, adaptive learning tools).
· Provide the AI prompts you used (specific to your chosen industry).
· Reflect on the following:
· What value did the AI add?
· What were its limitations?
· How would you combine AI insights with human leadership judgment?
Note: Write in a professional, executive-ready format, and use clear headings and concise language.
Week4SampleData.xlsx
Wk 4 Example Context
| CATEGORY | QUESTION | DETAILS |
| Type of change | What specific change is the organization facing? | AI adoption in customer service / Company-wide restructuring / New product launch / Cultural transformation |
| Industry and Org Type | What is the industry and what kind of organization is it? | Health care - regional hospital / Retail-national chain / Tech startup / Automotive supplier |
| Key Stakeholders | Who is the most affected by this change? Who are the main groups involved? | Frontline employees / Middle managers / IT Department / Customers / Board of Directors |
| Level of Uncertainty / Resistance | What uncertainties or resistance might be expected? What are the main risks? | High uncertainty due to learning new technology / Moderate resistance from long tenured staff / Low resistance but ambiguity about roles |
| Drivers for Change | Why is this change happening now? What is the business case or urgency? | Market competition / Regulatory requirements / Declining sales / Need for digital transformation |
| Scope and Scale | How broad is the change? Is it organization-wide? Limited to a department? | Entire company / Sales department only / One regional office |
| Timeline and Pace | What is the expected timeline? Is the change phased or rapid? | Six month rollout / Immediate implementation / Phased over 2 years |
| Leadership Effectiveness | Why is effective leadership critical to this change's success? | Leaders must model the change / Leadership needed to maintain morale and fight resistance / Leaders will guide messaging and training |
| Example Scenario | What is a concrete scenario to illustrate the concept? | A regional hospital is implementing a new electronic patient "charting" system. Nurses and doctors are concerned about privacy, efficiency, and the idea of learning a new system. |
Wk 4 Leaders
| MANAGER NAME | CURRENT ROLE | DEPARTMENT | YEARS IN ROLE | LEADERSHIP EXPERIENCE | STRENGTHS | DEVELOPMENT AREAS | PREF LEARNING STYLE | CHANGE INITIATIVE ASSIGNED | AI TOOL EXPERIENCE | STAKEHOLDER INFLUENCE | NOTES |
| Amara Okafor | Senior Analyst | Operations | 3 | 5 years | Strategic Thinking | Communication | Visual/Interactive | Digital Transformation | Beginner | Medium | Needs coaching in change management |
| Riley Morgan | Team Lead | Sales | 2 | 4 years | Relationship Building | Data Analysis | Group Discussion | AI Adoption | Intermediate | High | Strong peer mentor |
| Casey Patel | Project Manager | IT | 4 | 6 years | Project Delivery | Delegation | Self-paced/Online | Restructuring | Advanced | Low | Interested in AI-driven feedback |
| Riley Chen | HR Business Partner | Human Resources | 5 | 7 years | Empathy and Coaching | Tech Adoption | Experiential Workshops | New Product Launch | Beginner | Medium | Advocates for employee engagement |
| Alex Riviera | Finance Supervisor | Finance | 3 | 5 years | Analytical Thinking | Stakeholder Alignment | Case Study Analysis | Merger/Acquisition | Intermediate | High | Needs exposure to cross functional teams |
| Jamie Wynn | Marketing Manager | Marketing | 2 | 3 years | Creative Problem Solving | Change Communication | Collaborative Projects | Shift to Remote Work | Beginner | Medium | Interested in remote team leadership |
| Drew Ellis | Operations Lead | Operations | 6 | 8 years | Process Improvement | Innovation Mindset | Coaching/Mentoring | Digital Transformation | Advanced | High | Experienced in leading large teams |
| Avery Thompson | Product Owner | Product Development | 4 | 6 years | Customer Focus | Data-Driven Decision-Making | Simulation-Based Learning | AI Adoption | Intermediate | Low | Wants to integrate AI into product strategy |
Wk4_L535.docx
Wk4_535
Due: 9/14/2026 @ 6:00PM CST
Your organization (a mid-sized, technology-enabled services organization in a rapidly evolving industry) is undergoing a series of significant changes (such as digital transformation, AI adoption, restructuring, or launching a new product). Your task is to develop a 6-month leadership development plan for one manager selected from a group of highly qualified individuals. This manager will lead the upcoming change initiatives within the organization.
Your development plan must incorporate relevant leadership theories and approaches, support innovation and stakeholder alignment, and use AI tools to personalize training, development, and reflection.
Assessment Preparation
Review the information provided in the Week 4 Sample Data document.
Wk4 Sample Data.xlsx
This is the same form, but in a more readable format. You can refer to either one.
Select 1 manager from the Wk 4 Leaders tab.
Assessment Deliverable
Write a 750- to 875-word leadership development plan with clear headings and structure. Use bullet points where appropriate.
Your plan should include the following sections:
· Organizational Change Context:
· Describe the change your chosen leader has been assigned (e.g., digital transformation, AI adoption, restructuring, new product launch).
· Explain how key stakeholders will be affected by the change and what the anticipated resistance might be.
· Explain why strong leadership is critical in this context.
· Leadership Theories:
· Select 2 leadership theories or frameworks (e.g., Kotter’s 8-step change model, ADKAR, Lewin, transformational, servant leadership) relevant to your change context.
· Complete the following for each theory:
· Summarize its core principles.
· Assess its strengths or limitations for your manager’s change scenario.
· Justify why it is or isn’t appropriate.
· Program Components:
· Using an AI tool of your choice, outline 3 key components of your 6-month leadership development program. Each component should be actionable, aligned to the leader’s change context, and tied to the leadership theories you selected. Examples may include (but are not limited to):
· Workshops or learning models aligned to the phases of change
· Coaching or mentoring focused on developing behaviors highlighted by your chosen theories
· Real-time feedback mechanisms (e.g., pulse surveys, 360-degree feedback, AI-enabled coaching alerts)
· Resistance-to-change simulations that give the manager a safe environment to practice applying theories or tactics
· Peer learning or collaborative problem-solving sessions
· AI Integration:
· Use at least 1 AI-powered tool or platform (e.g., Copilot, Humantic AI, Crystal, AI coaching platforms, adaptive learning tools).
· Provide the AI prompts you used (specific to your chosen industry).
· Reflect on the following:
· What value did the AI add?
· What were its limitations?
· How would you combine AI insights with human leadership judgment?
Note: Write in a professional, executive-ready format, and use clear headings and concise language.
Week4SampleData.xlsx
Wk 4 Example Context
| CATEGORY | QUESTION | DETAILS |
| Type of change | What specific change is the organization facing? | AI adoption in customer service / Company-wide restructuring / New product launch / Cultural transformation |
| Industry and Org Type | What is the industry and what kind of organization is it? | Health care - regional hospital / Retail-national chain / Tech startup / Automotive supplier |
| Key Stakeholders | Who is the most affected by this change? Who are the main groups involved? | Frontline employees / Middle managers / IT Department / Customers / Board of Directors |
| Level of Uncertainty / Resistance | What uncertainties or resistance might be expected? What are the main risks? | High uncertainty due to learning new technology / Moderate resistance from long tenured staff / Low resistance but ambiguity about roles |
| Drivers for Change | Why is this change happening now? What is the business case or urgency? | Market competition / Regulatory requirements / Declining sales / Need for digital transformation |
| Scope and Scale | How broad is the change? Is it organization-wide? Limited to a department? | Entire company / Sales department only / One regional office |
| Timeline and Pace | What is the expected timeline? Is the change phased or rapid? | Six month rollout / Immediate implementation / Phased over 2 years |
| Leadership Effectiveness | Why is effective leadership critical to this change's success? | Leaders must model the change / Leadership needed to maintain morale and fight resistance / Leaders will guide messaging and training |
| Example Scenario | What is a concrete scenario to illustrate the concept? | A regional hospital is implementing a new electronic patient "charting" system. Nurses and doctors are concerned about privacy, efficiency, and the idea of learning a new system. |
Wk 4 Leaders
| MANAGER NAME | CURRENT ROLE | DEPARTMENT | YEARS IN ROLE | LEADERSHIP EXPERIENCE | STRENGTHS | DEVELOPMENT AREAS | PREF LEARNING STYLE | CHANGE INITIATIVE ASSIGNED | AI TOOL EXPERIENCE | STAKEHOLDER INFLUENCE | NOTES |
| Amara Okafor | Senior Analyst | Operations | 3 | 5 years | Strategic Thinking | Communication | Visual/Interactive | Digital Transformation | Beginner | Medium | Needs coaching in change management |
| Riley Morgan | Team Lead | Sales | 2 | 4 years | Relationship Building | Data Analysis | Group Discussion | AI Adoption | Intermediate | High | Strong peer mentor |
| Casey Patel | Project Manager | IT | 4 | 6 years | Project Delivery | Delegation | Self-paced/Online | Restructuring | Advanced | Low | Interested in AI-driven feedback |
| Riley Chen | HR Business Partner | Human Resources | 5 | 7 years | Empathy and Coaching | Tech Adoption | Experiential Workshops | New Product Launch | Beginner | Medium | Advocates for employee engagement |
| Alex Riviera | Finance Supervisor | Finance | 3 | 5 years | Analytical Thinking | Stakeholder Alignment | Case Study Analysis | Merger/Acquisition | Intermediate | High | Needs exposure to cross functional teams |
| Jamie Wynn | Marketing Manager | Marketing | 2 | 3 years | Creative Problem Solving | Change Communication | Collaborative Projects | Shift to Remote Work | Beginner | Medium | Interested in remote team leadership |
| Drew Ellis | Operations Lead | Operations | 6 | 8 years | Process Improvement | Innovation Mindset | Coaching/Mentoring | Digital Transformation | Advanced | High | Experienced in leading large teams |
| Avery Thompson | Product Owner | Product Development | 4 | 6 years | Customer Focus | Data-Driven Decision-Making | Simulation-Based Learning | AI Adoption | Intermediate | Low | Wants to integrate AI into product strategy |
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