CAPSTONE
©2015 Walden University 1
FM010: Strategic Planning: Develop an integrated strategic plan to address a challenge or opportunity faced by a healthcare organization.
Assessment Rubric
0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
Part I: Detailed Report for Western Hospital’s Board of Directors and CEO
Sub-Competency 1: Develop an executive summary.
Learning Objective LO 1.1: Create alignment between the goals of the community center and the goals of the PPACA, HP2020 and IOM.
Explanation of how the goals of the Center for Diabetes Care align with the goals of the PPACA Community Health Center Fund, Healthy People 2020, and IOM aims for quality care is missing.
Executive summary is vague, inaccurate, or incomplete in explaining how the goals of the Center for Diabetes Care align with the goals of the PPACA Community Health Center Fund, Healthy People 2020, and IOM aims for quality care. Response does not reference academic/professional resources or the resources are not relevant.
Executive summary clearly and accurately explains how the goals of the Center for Diabetes Care align with the goals of the PPACA Community Health Center Fund, Healthy People 2020, and IOM aims for quality care. Response references relevant academic/professional resources.
Response demonstrates the same level of achievement as “2,” plus the following: Response explains one or more major trends in the healthcare industry driven by the PPACA. Response articulates how the Center for Diabetes Care aligns with the trend in the healthcare industry.
Learning Objective LO 1.2: Explanation of stakeholder perspectives that support business recommendations.
Summary of stakeholder perspectives in order to make business recommendations is missing.
Executive summary is vague, inaccurate, or incomplete in explaining internal and external stakeholder perspectives that support the business recommendation presented in the case.
Executive summary clearly explains internal and external stakeholder perspectives that support the business recommendation presented in the case.
Response demonstrates the same level of achievement as “2,” plus the following: Perspectives presented make a compelling argument for the business recommendation.
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0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
Learning Objective 1.3: Explain how the business recommendation fits within the continuum of care.
Explanation of how the business recommendation fits within the continuum of care is missing.
Executive summary is vague, inaccurate, or incomplete in explaining how the recommendation presented in the case fits within the continuum of care of the healthcare organization presented in the case.
Executive summary clearly and accurately explains how the recommendation presented in the case fits within the continuum of care of the healthcare organization presented in the case.
Response demonstrates the same level of achievement as “2,” plus the following: Explanation quantifies the benefits that the business recommendation provides within the continuum of care.
Sub-Competency 2: Create a strategic plan.
Learning Objective 2.1: Create vision and mission statements.
Creation of vision and mission statements is missing.
Vision and mission statements are vague or not concise. Vision and mission statements do not align with the needs and goals of the healthcare organization in the case presented.
Vision and mission statements are clear and concise. Vision and mission statements clearly align with the needs and goals of the healthcare organization in the case presented.
Response demonstrates the same level of achievement as “2,” plus the following: Vision and mission statements reflect accrediting bodies’ benchmarks for quality healthcare.
Learning Objective 2.2: Create a value statement.
Creation of a value statement is missing.
Value statement does not align with the mission statement. Value statement is vague, inaccurate, or incomplete.
Value statement clearly aligns with the mission and vision statements.
Response demonstrates the same level of achievement as “2,” plus the following: Value statement aligns with accrediting bodies’ benchmarks for quality healthcare.
Learning Objective 2.3: SWOT analysis is missing. SWOT analysis does not SWOT analysis clearly and Response demonstrates
©2015 Walden University 3
0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
Conduct a SWOT analysis.
include at least four of the greatest strengths, four of the greatest weaknesses, four of the greatest opportunities, and four of the greatest threats for the development of the initiative recommended in the case presented. Content of the SWOT analysis is vague, inaccurate, or not concise. Analysis does not take into consideration the information and perspectives from all documentation provided with the case.
concisely identifies four of the greatest strengths, four of the greatest weaknesses, four of the greatest opportunities, and four of the greatest threats for the development of the initiative recommended in the case presented. Analysis takes into consideration the information and perspectives from all documentation provided with the case.
the same level of achievement as “2,” plus the following: Analysis clearly and concisely identifies six of the greatest strengths, six of the greatest weaknesses, six of the greatest opportunities, and six of the greatest threats for the development of the initiative recommended in the case presented.
Learning Objective 2.4: Develop strategies for launching and operationalizing a healthcare initiative.
Development of strategies for launching and operationalizing a healthcare initiative is missing.
Response describes fewer than four strategies for launching and operationalizing the initiative recommended in the case presented. Strategies do not align with the SWOT analysis.
Response clearly and concisely describes at least four strategies for launching and operationalizing the initiative recommended in the case presented. Strategies align with the results of the SWOT analysis.
Response demonstrates the same level of achievement as “2,” plus the following: Response clearly and concisely describes five or more strategies for launching and operationalizing the initiative recommended in the case presented.
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0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
Response includes rationale for strategies supported by qualitative and quantitative data from case materials, and an explanation of the potential impact of the strategies.
Learning Objective 2.5: Develop goals for a healthcare initiative.
Description of measurable short-term and long-term goals is missing.
Response describes fewer than four short-term goals and/or fewer than four measurable long-term goals for the initiative recommended in the case presented, and/or the goals are not measurable, and/or they do not align with the mission, vision, and values statements.
Response describes four measurable short-term goals and four measurable long-term goals for the initiative recommended in the case presented. Goals align with the mission, vision, and values statements.
Response demonstrates the same level of achievement as “2,” plus the following: Goals are presented using a balanced scorecard.
Sub-Competency 3: Create a business plan.
Learning Objective 3.1: Develop a timeline for implementing key activities.
Development of a timeline for implementing key activities is missing.
Timeline provides fewer than 10 milestones. Timeline is not realistic or not achievable.
Timeline provides at least 10 milestones. Timeline is realistic and achievable.
Response demonstrates the same level of achievement as “2,” plus the following: Timeline identifies responsible parties for each item.
Learning Objective 3.2: Analyze financial data.
Analysis of financial data is missing.
Analysis of the expected patient-generated
Response provides a clear and concise analysis of the
Response demonstrates the same level of
©2015 Walden University 5
0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
revenue, grant funding, non-staff costs, staffing costs, and capital costs for the initiative presented in the case. Chart summarizing the financial data is confusing, vague, inaccurate, or incomplete.
expected patient- generated revenue, grant funding, non-staff costs, staffing costs, and capital costs for the initiative presented in the case. Response includes a chart summarizing the financial data, which is clear and easy to interpret.
achievement as “2,” plus the following: Response includes a clear and concise explanation of implications suggested by the financial data.
Part II: Business Case Presentation to Western Hospital’s Board of Directors and CEO
Sub-Competency 4: Create a business case.
Learning Objective 4.1: Defend how the recommended healthcare initiative addresses unmet needs.
Defense of how the recommended healthcare initiative addresses unmet needs is missing.
Defense of the recommended initiative does not address unmet needs, or the defense is weak or vague, or is not relevant to the initiative in the case presented. Explanation does not reference relevant information provided in the needs-assessment documentation presented in the case.
Presentation clearly defends the recommended initiative, addressing unmet needs for the healthcare organization in the case presented. Presentation references relevant information provided in the needs- assessment documentation presented in the case.
Response demonstrates the same level of achievement as “2,” plus the following: Explanation includes anecdotal and quantifiable justification for addressing the unmet needs of the community that will be served.
Learning Objective 4.2: Explain how a healthcare initiative
Explanation of how the Center for Diabetes Care promotes positive social
The presentation explains fewer than three ways in which the initiative
The presentation clearly explains three ways in which the initiative
Response demonstrates the same level of achievement as “2,” plus
©2015 Walden University 6
0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
can help promote positive social change.
change is missing. recommended in the case presented can help promote positive social change, or explanation is vague. The presentation does not explain the connections between positive health outcomes related to the case, and positive social change, or explanation is vague or inaccurate.
recommended in the case presented can help promote positive social change. The presentation explains the connections between the positive health outcomes related to the case, and positive social change.
the following: The presentation explains how the healthcare initiative supports both short and long term positive social change.
Learning Objective 4.3: Create a culturally competent healthcare initiative.
Explanation of how the Center for Diabetes Care would be structured to ensure cultural competency with the patient population is missing.
Explanation of how the healthcare initiative in the case presented would be structured to ensure cultural competency with the patient population is vague or inaccurate. Response does not consider each of the following: human resources, programs, community outreach, and involvement with internal and external stakeholders.
The presentation provides a clear explanation of how the healthcare initiative in the case presented would be structured to ensure cultural competency with the patient population. Explanation considers human resources, programs, community outreach, and involvement with internal and external stakeholders.
Response demonstrates the same level of achievement as “2,” plus the following: Explanation includes qualitative and quantitative data that underscore the importance of cultural competency with the patient population.
Learning Objective 4.4: Explain how a healthcare initiative can become financially
Explanation of how a healthcare initiative can become financially self- sustaining is missing.
Explanation of how the healthcare initiative in the case presented can become financially self-
The presentation clearly and accurately explains how the healthcare initiative in the case
Response demonstrates the same level of achievement as “2,” plus the following:
©2015 Walden University 7
0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
self-sustaining. sustaining within three years of opening is vague, inaccurate, or incomplete.
presented can become financially self-sustaining within three years of opening.
Explanation includes both text and visuals. Explanation includes documentation of key assumptions.
Learning Objective 4.5: Explain how the success of a healthcare initiative can be measured.
Explanation of how the success of a healthcare initiative can be measured is missing.
Explanation of how the success of the healthcare initiative in the case presented can be measured is vague or both qualitative and quantitative methods are not explained. Methods of measurement are note appropriate for the initiative in the case presented.
Presentation clearly explains how the success of the healthcare initiative in the case presented will be measured, both qualitatively and quantitatively. Methods of measurement are appropriate for the initiative in the case presented.
Response demonstrates the same level of achievement as “2,” plus the following: Explanation is supported with examples of qualitative and quantitative methods.
PS002: Oral Communication: Use effective oral presentation skills.
Learning Objective PS 2.1: Use clear enunciation, correct pronunciation, comfortable pacing, and appropriate volume.
Presenter mumbles or speaks in a monotone, mispronounces words, and/or struggles to find appropriate pacing or volume.
Presenter inconsistently uses clear enunciation, correct pronunciation, comfortable pacing, and appropriate volume.
Presenter engages the audience through mostly clear enunciation, correct pronunciation, comfortable pacing, and appropriate volume.
Presenter enhances audience engagement through consistently clear enunciation, correct pronunciation, comfortable pacing, and appropriate volume.
Learning Objective PS 2.2: Organize information
Information is disorganized to a degree that impedes audience understanding.
Organization of information minimally supports audience
Organization of information generally enhances audience
Organization of information significantly enhances audience
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0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
to be presented.
understanding.
understanding of concepts.
understanding of both general and specific concepts, and promotes audience engagement.
PS003: Technology: Use technology tools effectively.
Learning Objective PS 3.1: Use images and layout of presentations to effectively communicate content to a specific audience.
Images and layout are inappropriate, hard to read, and/or impede audience understanding of key concepts.
Images or layout provide limited support for audience understanding of key concepts.
Images and layout generally support audience understanding of key concepts.
Images and design elements are used purposefully, and they effectively support audience engagement and understanding of key concepts.
Part III: Managing Risks for the Center for Diabetes Care
Sub-Competency 5: Plan strategies to manage risks.
Learning Objective LO 5.1: Identify business risks.
The identification of business risks is missing.
Response identifies fewer than three business risks that could prevent the healthcare organization in the case presented from meeting its financial goals within three years, or the risks are not realistic, or Response if vague.
Response clearly identifies three realistic business risks that could prevent the healthcare organization in the case presented from meeting its financial goals within three years.
Response demonstrates the same level of achievement as “2,” plus the following: Response identifies five realistic business risks that could prevent the healthcare organization in the case presented from meeting its financial goals within three years.
Learning Objective LO 5.2: Develop strategies to manage business risks.
The strategies to manage business risks are missing.
Response describes fewer than three strategies developed to manage business risks, or the
Response describes three realistic strategies developed to manage each of the three business risks.
Response demonstrates the same level of achievement as “2,” plus the following:
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0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
strategies do not address each of three risks, or the descriptions of the strategies are vague.
Response develops five realistic strategies to manage each of the five business risks.
PS001: Written Communication: Demonstrate graduate-level writing skills.
Learning Objective PS 1.1: Use proper grammar, spelling, and mechanics.
Multiple major and minor errors in grammar, spelling, and/or mechanics are highly distracting and seriously impact readability.
Multiple minor errors in grammar, spelling, and/or mechanics are distracting and negatively impact readability.
Writing reflects competent use of standard edited American English. Errors in grammar, spelling, and/or mechanics do not negatively impact readability.
Grammar, spelling, and mechanics reflect a high level of accuracy in standard American English and enhance readability.
Learning Objective PS 1.2: Organize writing to enhance clarity.
Writing is poorly organized and incoherent. Introductions, transitions, and conclusions are missing or inappropriate.
Writing is loosely organized. Limited use of introductions, transitions, and conclusions provides partial continuity.
Writing is generally well- organized. Introductions, transitions, and conclusions provide continuity and a logical progression of ideas.
Writing is consistently well-organized. Introductions, transitions, and conclusions are used effectively to enhance clarity, cohesion, and flow.
Learning Objective PS 1.3: Apply APA style to written work.
APA conventions are not applied.
APA conventions for attribution of sources, structure, formatting, etc., are applied inconsistently.
APA conventions for attribution of sources, structure, formatting, etc., are generally applied correctly in most instances. Sources are generally cited appropriately and accurately.
APA conventions for attribution of sources, structure, formatting, etc., are applied correctly and consistently throughout the paper. Sources are consistently cited appropriately and accurately.
Learning Objective PS 1.4:
Vocabulary and tone are inappropriate and
Vocabulary and tone have limited relevance to the
Vocabulary and tone are generally appropriate for
Vocabulary and tone are consistently tailored to the
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0 Not Present
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations
Use appropriate vocabulary and tone for the audience and purpose.
negatively impact clarity of concepts to be conveyed.
audience. the audience and support communication of key concepts.
audience and effectively and directly support communication of key concepts.
PS005: Critical Thinking and Problem Solving: Use critical-thinking and problem-solving skills to analyze professional issues and inform best practice.
Learning Objective PS 5.1: Analyze assumptions and fallacies.
Analysis of assumptions is missing.
Response is weak in assessing the reasonableness of assumptions in a given argument. Response does not adequately identify and discuss the implications of fallacies or logical weaknesses in a given argument.
Response generally assesses the reasonableness of assumptions in a given argument. Response identifies and discusses the implications of fallacies and/or logical weaknesses in a given argument.
Response clearly and comprehensively assesses the reasonableness of assumptions in a given argument. Response provides a detailed and compelling analysis of implications of fallacies and logical weaknesses in a given argument.
Learning Objective PS 5.2: Generate reasonable and appropriate assumptions.
Assumptions are missing. Response does not adequately present and discuss key assumptions in an original argument.
Response presents and discusses key assumptions in an original argument.
Response justifies the reasonableness and need for assumptions in an original argument.
Learning Objective PS 5.3: Assess multiple perspectives and alternatives.
Assessment of multiple perspectives is missing.
Response does not identify nor adequately consider multiple perspectives or alternatives.
Response identifies and considers multiple perspectives and alternatives.
Response justifies selection of chosen alternative relative to others.
Learning Objective PS 5.4: Use problem-solving
Problems and solutions are not identified.
Response presents solutions, but they are ineffective in addressing
Response presents solutions that are practical and work in addressing the
Response presents compelling supporting arguments for proposed
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3 Exceeds Expectations
skills. the specific problem. specific problem. solutions.