For Expert_Researcher ONLY! Assignment 1-5

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Organizational Scorecard Template.doc

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Organizational Scorecard Template

Category

Performance Indicator & Measurement

Target or Internal Benchmark

Explanation/References

Business

Operations

Finance

Customer

Organizational

Learning and

Growth

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SWOT Analysis EXAMPLE.pdf

Strengths

• High demand for services

• Strong regional position

• Established brand name

• Known for solid services

• Nursing services perceived as excellent

Weaknesses

• Heavy bureaucracy and a slow response

time to marketplace

• High costs, physical plant, and profit

margin eroding

• Slight disconnect: Understanding

consumer wants versus needs

• Slow response to customer needs

• Lack of customer relations support

• Eroding profit margins have resulted in

less marketing to consumers

• Staff morale eroding, increased stress, and

nonproductive competition

Opportunities

• Accelerating market growth

• Exit of two competitors due to financial

collapse

• Possibility to gain new business from

former competitors

• Utilize nursing excellence to leverage

growth and maintain new customer base

Threats

• Board of Directors:

◦ Consolidate, cut costs, cut

unprofitable service lines, consider

furloughs and pay cuts, consider

hiring freeze, and cut operating

budget by 20 percent

• State and federal funding diminishing

• Uncertain future reimbursement and

uncertain profit margins

• Private and corporate donations down

• Rumor: Everything is going to a post-acute

care network

• New regulations introducing additional

administrative costs

• A strong, new market entrant is expected to

emerge

• Economic downturn in region—consumer

cautious

• Only necessary services purchased; high-

tech service line does not have established

demand, confirmed payor contracts, or

known profits

Print

SWOT Analysis example

©1998-2017 HealthWyse LLC 1 of 1 Title

Overview Assessment 1-5.docx

· Overview

Conduct a five-part organizational analysis of a health care organization of your choosing. There is no page limit for this assessment; provide as much detail and information as possible in a direct and concise way.

Note: The assessments in this course build upon each other. Therefore, you are strongly encouraged to complete them in the order in which they are presented.

This assessment challenges you to articulate how an organization can best implement the Affordable Care Act to optimize outcomes.

By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria:

· Competency 1: Analyze organizational vision, mission, culture, and strategy relative to the external environment. (L7.2, L9.3, L16.4)

· Analyze the environmental factors, including the Affordable Care Act, that affect the success of a health care organization.

· Analyze outcomes relative to the organizational directional strategy.

· Identify gaps in desired versus actual organizational performance.

· Propose evidence-based recommendations to close gaps identified in the organizational assessment.

· Competency 2: Assess personal leadership competencies relative to the organizational need. (L2.4, L14.4, L22.4, L19.2, L7.2, L10.5)

· Describe the critical success leadership competencies needed to achieve organizational outcomes.

· Competency 5: Communicate in a manner that is scholarly, professional, and consistent with expectations for professionals in health care administration. (L6.1, L6.2, L6.3, and L6.4)

· Writes coherently, concisely, logically, and with strong support from relevant professional resources, in an appropriate format, with correct grammar, usage, and mechanics as expected of a health care administration professional.

Questions to Consider

To deepen your understanding, you are encouraged to consider the questions below and discuss them with a fellow learner, a work associate, an interested friend, or a member of the business community.

· What are the most critical qualities an excellent leader in health care should have?

· How do effective leaders motivate teams to achieve organizational targets?

· How do different leadership styles impact organizational success?

· How familiar are you with different organizational structures?

· What challenges do finite financial resources create for leaders?

Resources

Suggested Resources

The following optional resources are provided to support you in completing the assessment or to provide a helpful context. For additional resources, refer to the Research Resources and Supplemental Resources in the left navigation menu of your courseroom.

Capella Resources

Click the links provided to view the following resources:

· SWOT Analysis Example. Attached

· SWOT Analysis Template. Attached

· PEST Analysis Template. Attached

· Organizational Scorecard Template. Attached

· Gap Analysis Template. Attached

· APA Paper Template.

· APA Paper Tutorial.

Library Resources

The following e-books or articles from the Capella University Library are linked directly in this course:

· Core, A. (2014). Teams-Success under stress. Journal for Quality and Participation, 37(3), 30–33.

· Cowan, L. (2014). E-Leadership: Leading in a virtual environment – Guiding principles for nurse leaders. Nursing Economics, 32(6), 312–319, 322.

· Kane, G. C., Palmer, D., Phillips, A. N., Kiron, D., & Buckley, N. (2014). Moving beyond marketing: Generating social business value across the enterprise. MIT Sloan Management Review Research Report, 56(1), 1–27.

· Manohar, S. S., & Pandit, S. R. (2014). Core values and beliefs: A study of leading innovative organizations. Journal of Business Ethics, 125(4), 667–680.

· Porter, M. E. (2008). The five competitive forces that shape strategy. Harvard Business Review, 86(1), 78–93

· Shapiro, B., & Naughton, M. (2015). The expression of espoused humanizing values in organizational practice: A conceptual framework and case study. Journal of Business Ethics, 126(1), 65–81.

· Geller, E. S., & Veazie, B. (2014). From compliance to commitment comparing BBS to AC4P. Professional Safety, 59(10), 44–50.

· Maletz, F. W. (2011). From hospital to "healthspital": A better paradigm for health care. Futurist, 45(2), 16–19.

· Sherwin, J. (2012). Contemporary topics in health care: Accountable care organizations. PT in Motion, 4(1), 28–36.

Course Library Guide

A Capella University library guide has been created specifically for your use in this course. You are encouraged to refer to the resources in the MHA–FP5012 – Organizational Leadership and Governance Library Guide to help direct your research.

Internet Resources

Access the following resources by clicking the links provided. Please note that URLs change frequently. Permissions for the following links have been either granted or deemed appropriate for educational use at the time of course publication.

· Healthcare Financial Management Association (HFMA). (n.d.). Retrieved from http://www.hfma.org/

· Medical Group Management Association (MGMA). (n.d.). Retrieved from http://www.mgma.com/

Bookstore Resources

The resources listed below are relevant to the topics and assessments in this course and are not required. Unless noted otherwise, these resources are available from the Capella University Bookstore. When searching the bookstore, be sure to look for the Course ID with the specific –FP (FlexPath) course designation.

· Ledlow, G. R., & Coppola, M. N. (2014). Leadership for health professionals: Theories, skills, and applications (2nd ed.). Burlington, MA: Jones & Bartlett Learning.

· Rubino, L. G., Esparza, S. J., & Chassiakos, Y. S. R. (2014). New leadership for today's health care professionals: Concepts and cases. Burlington, MA: Jones & Bartlett Learning.

·

· Assessment Instructions

Note: You are strongly encouraged to complete the assessments in this course in the order in which they are presented.

Required Deliverables

Parts 1–3 of this five-part assessment will guide the recommendations you make in Part 4, and help determine what form of leadership is needed in Part 5.

· Part 1: SWOT or PEST Analysis Table.

· Part 2: Brief Organizational Assessment Narrative and Organizational Scorecard Table.

· Part 3: Brief Gap Analysis Narrative and Gap Analysis Table.

· Part 4: Executive Briefing Report.

· Part 5: Brief Leadership Implications Narrative.

Preparation

Before you create and submit your Deliverables, select a familiar health care organization to use in each assessment in this course. Choose the organization where you currently work, an organization where you have previously worked, or an organization where you might like to work in the future.

Directions

Conduct an organizational analysis for your selected organization. Incorporate each of the following parts and be sure you carefully read the requirements for each.

Part 1: Environmental Assessment

Conduct a brief environmental analysis using a tool such as SWOT or PEST and summarize your findings in table format. You may choose to do both a SWOT and a PEST (or other) analysis, but you are only required to do one. Include impact from the Affordable Care Act in your analysis.

Note: You may use the SWOT or PEST Template documents linked in the Resources under the Required Resources heading to complete Part 1. In the Resources, there is also an example SWOT analysis.

Part 2: Organizational Assessment

Create a table based on your internal analysis of the organization's mission, vision, values, culture, and strategic direction. Then, write a brief narrative in which you explain the organization's mission, vision, values, and culture, as well as the current strategic direction. 

· Apply a framework such as the organizational, or balanced, scorecard to measure performance relative to the strategy. Indicate if the strategy fits the external environment.

· You may use any table format you wish, but be sure you include 1–2 priority performance indicators, internal benchmarks or targets (be sure you include financial and quality targets), and the four categories.

Note: Part 2 is comprised of your brief narrative and the organizational scorecard in table format. You may use the Organizational Scorecard Template document located in the Resources under the Capella Resources heading to complete Part 2, however, you are free to use any table format you choose.

Part 3: Gap Identification

Select 1–2 priority performance indicators within each of the four major categories: business operations, finance, customer satisfaction, and organizational learning and growth. 

· Identify the performance measurements and internal benchmarks or targets for each of the priority performance indicators. Be sure you include financial and quality targets. Use a table similar to the organizational scorecard to identify the gaps between desired and actual performance. Be sure you integrate the strategic direction and scorecard into your gap identification.

· Conduct a gap analysis of actual to benchmark or target outcomes. Refer to and integrate the organizational strategic direction and scorecard. Briefly explain any additional gaps you identified between stated organizational values and actual culture.

Note: Part 3 is comprised of your gap identification table and a brief narrative. You may use the Gap Analysis Template document located in the Resources under the Capella Resources heading.

Part 4: Leadership Recommendation

Write an executive briefing report in which you clearly and concisely outline evidence-based recommendations to close the identified gaps and better align with organizational strategy and targets.

· Include within your recommendations the resources that will be needed, such as human, financial, technical, and so on. Be sure that you reference your resources to support your recommendations. Keep in mind that this is an executive briefing report; you want to be thorough while still being concise.

· Reference a minimum of five resources in this assessment. Look for professional, scholarly research articles on improving performance in health care organizations, how the Affordable Care Act is affecting health care organizations, and other related topics to use in guiding the recommendations you will make to close the gaps you have identified.

Part 5: Leadership Implications

Write a brief narrative in which you explain the role of the organization's leader with regard to shaping strategic direction, aligning organizational values and culture, and managing change. What are the critical success competencies needed to achieve desired organizational outcomes? Cite your resources to support your statements.

Additional Requirements

· Structure: Include a title page, table of contents, and reference page.

· Length: There is no required number of pages. Your length will vary depending on the organization you use. Begin each part of the briefing report on a new page. Your goal—and your challenge—is to provide as much detail and information as possible in a direct and concise way.

· References: Cite at least five current scholarly or professional resources.

· Format: Use APA style for citations and references only. Otherwise, follow the formatting and style conventions of an executive briefing report. Use headings and subheadings as appropriate for a professional document.

· Font: Times New Roman font, 12 point.

·

Overview

Conduct a five

-

part organizational analysis of a health care organization of your

choosing. There is no page limit for this assessment; provide as much detail and

information as possible in a direct and concise way.

Note

: The assessments in this course bui

ld upon each other. Therefore, you are strongly

encouraged to complete them in the order in which they are presented.

This assessment challenges you to articulate how an organization can best implement the

Affordable Care Act to optimize outcomes.

By successfully completing this assessment, you will demonstrate your proficiency in the

following course com

petencies and assessment criteria:

o

Competency 1

: Analyze organizational vision, mission, culture, and strategy

relative to the external environment. (L7.2, L9.3, L16.4)

§

Analyze the environmental factors, including the Affordable Care Act, that

affect the

success of a health care organization.

§

Analyze outcomes relative to the organizational directional strategy.

§

Identify gaps in desired versus actual organizational performance.

§

Propose evidence

-

based recommendations to close gaps identified in the

organizat

ional assessment.

o

Competency 2

: Assess personal leadership competencies relative to the

organizational need. (L2.4, L14.4, L22.4, L19.2, L7.2, L10.5)

§

Describe the critical success leadership competencies needed to achieve

organizational outcomes.

o

Competen

cy 5:

Communicate in a manner that is scholarly, professional, and

consistent with expectations for professionals in health care administration. (L6.1,

L6.2, L6.3, and L6.4)

§

Writes coherently, concisely, logically, and with strong support from

relevant pr

ofessional resources, in an appropriate format, with correct

grammar, usage, and mechanics as expected of a health care administration

professional.

Questions to Consider

To deepen your understanding, you are encouraged to consider the questions below and

discu

ss them with a fellow learner, a work associate, an interested friend, or a member of

the business community.

o

What are the most critical qualities an excellent leader in health care should have?

o

How do effective leaders motivate teams to achieve organizational targets?

o

How do different leadership styles impact organizational success?

o

How familiar are you

with different organizational structures?

o

What challenges do finite financial resources create for leaders?

 Overview

Conduct a five-part organizational analysis of a health care organization of your

choosing. There is no page limit for this assessment; provide as much detail and

information as possible in a direct and concise way.

Note: The assessments in this course build upon each other. Therefore, you are strongly

encouraged to complete them in the order in which they are presented.

This assessment challenges you to articulate how an organization can best implement the

Affordable Care Act to optimize outcomes.

By successfully completing this assessment, you will demonstrate your proficiency in the

following course competencies and assessment criteria:

o Competency 1: Analyze organizational vision, mission, culture, and strategy

relative to the external environment. (L7.2, L9.3, L16.4)

 Analyze the environmental factors, including the Affordable Care Act, that

affect the success of a health care organization.

 Analyze outcomes relative to the organizational directional strategy.

 Identify gaps in desired versus actual organizational performance.

 Propose evidence-based recommendations to close gaps identified in the

organizational assessment.

o Competency 2: Assess personal leadership competencies relative to the

organizational need. (L2.4, L14.4, L22.4, L19.2, L7.2, L10.5)

 Describe the critical success leadership competencies needed to achieve

organizational outcomes.

o Competency 5: Communicate in a manner that is scholarly, professional, and

consistent with expectations for professionals in health care administration. (L6.1,

L6.2, L6.3, and L6.4)

 Writes coherently, concisely, logically, and with strong support from

relevant professional resources, in an appropriate format, with correct

grammar, usage, and mechanics as expected of a health care administration

professional.

Questions to Consider

To deepen your understanding, you are encouraged to consider the questions below and

discuss them with a fellow learner, a work associate, an interested friend, or a member of

the business community.

o What are the most critical qualities an excellent leader in health care should have?

o How do effective leaders motivate teams to achieve organizational targets?

o How do different leadership styles impact organizational success?

o How familiar are you with different organizational structures?

o What challenges do finite financial resources create for leaders?

SWOT Analysis Template.doc

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SWOT Analysis

Strengths

Weaknesses

Opportunities

Threats

1

2

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Pest Analysis Template.doc

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PEST Analysis Template

Political Factors

Economic Factors

Socio-Cultural Factors

Technological Factors

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2

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