Description
Develop and record a 10–12-slide, executive-level presentation, with speaker notes, of the SMART objectives corresponding to the organization’s main strategies, associated performance indicators and metrics, and strategic plan recommendations.
Note: Each assessment in this course builds upon the work you have completed in previous assessments. Therefore, you must complete the assessments in the order in which they are presented.
The successful implementation of a strategic plan requires effective communication and a thorough understanding of not only the role of the organization within the greater community, but the role of leadership within the organization. By effectively engaging stakeholders and understanding the philosophy of strategic management, leaders can mitigate challenges and hurdles that face those directing change.
This assessment provides an opportunity for you to create an executive-level presentation explaining how SMART objectives underlying each organizational strategy can help the organization successfully implement its strategic plan. Then, after sharing the key performance indicators you developed off the strategic plan, you will use this ‘balanced scorecard’ to make recommendations to revise the strategies you developed in Assessment 3.
By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria:
- Competency 1: Analyze organizational structure, design, culture, and climate in relation to environmental forces.
- Competency 2: Develop a strategic organizational plan that provides human and financial resources to support targeted organizational outcomes.
- Competency 3: Recommend an organizational structure and design to optimize a strategic plan.
- Competency 4: Communicate in a manner that is scholarly, professional, and consistent with expectations for professionals in health care administration.
- Analyze potential long-term opportunities and operational components in the strategic planning process.
- Present operational recommendations and strategic control mechanisms.
- Define critical success indicators that enable an organization to measure success in implementing a strategy.
- Analyze the effect of strategy formulation on human, financial, and technical resources.
- Propose a strategic plan to optimize outcomes and mitigate risks in an organization.
- Create a visually pleasing, professional presentation tailored to a specific audience.
- Communicate critical content clearly and persuasively in a limited time.
SMART Objective Setting Guide
Use these guidelines to assess how SMART your objectives are.
Specific
Specific objectives use only one action verb; objectives with more than one verb suggest more
than one activity or behavior is being measured. Avoid verbs with vague descriptions of
intended outcomes. For example, avoid verbs such as understand or know. How would you
measure progress?
Specific objectives cover the five Ws: What, why, who, where, and which. Use this five-point
checklist to determine whether your objective is specific:
1. What: What does your organization want to accomplish?
2. Why: Why does your organization want to accomplish this objective?
3. Who: Who is involved? Who are the stakeholders?
4. Where: Where is it going to happen?
5. Which: Which attributes are important? Consider risk and protective factors.
Measureable
It is impossible to determine whether objectives have been met unless they can be measured.
The objective serves as a reference point from which a change can be clearly measured.
Specific and measurable objectives enable you to establish solid and directed criteria for
measuring progress toward the achievement of the objectives.
These questions will help you assess how measureable your objective is:
1. How will you know when your organization’s objective is satisfied?
2. What indicators/processes will your organization use to measure progress and success?
3. As your organization gains momentum on the objective process, how readily available
will data be on progress?
Achievable
Achievable objectives can be accomplished given the available resources. Consider these
questions to determine how achievable your objective is:
1. Do you have sufficient financial resources to accomplish your objective?
2. Do you have staff with sufficient abilities and skills to accomplish your objective?
3. Do you have sufficient time to accomplish your objective?
4. What other types of resources do you need to attain your objectives? Consider
technology, space, equipment, et cetera.
1
Relevant
Objectives need to relate directly to the overall strategic goal specified in the strategic plan.
Ultimately accomplishing the objective will help the organization achieve its major strategic goal.
Consider these questions as you assess the relevance of your objective:
1. Why is this objective significant?
2. Is it worthwhile?
3. Is it timely?
4. Does it align with other efforts and needs?
Time Bound
Time-bound objectives have specific starting and ending points. They are of fixed duration. To
assess whether or not your objective is time bound, consider these questions:
1. When will your organization attain this objective or when will the organization measure
progress against the objective? This kind of rigor in objective setting also helps with
planning and evaluation efforts.
2. When will your organization execute activities to achieve these objectives?
3. When will your organization expect to see short-term outcomes?
2
6/14/2019
Strategic Plan Objectives and Balanced Scorecard Scoring Guide
Strategic Plan Objectives and Balanced Scorecard Scoring Guide
CRITERIA
NONPERFORMANCE
BASIC
PROFICIENT
DISTINGUISHED
Present operational
recommendations
and strategic control
mechanisms.
Does not present
operational
recommendations
and strategic
control
mechanisms.
Attempts to present
operational
recommendations and
strategic control
mechanisms.
However, omissions
and/or errors exist.
Presents
operational
recommendations
and strategic
control
mechanisms.
Presents operational
recommendations and strategic
control mechanisms, including
goals, objectives, resources,
and action steps, that address
the organization’s structure,
systems, shared values,
management style, staff, and
skills.
Define critical
success indicators
that enable an
organization to
measure success in
implementing a
strategy.
Does not define
critical success
indicators that
allow an
organization to
measure success
in implementing a
strategy.
Attempts to define
critical success
indicators that allow
an organization to
measure success in
implementing a
strategy; however,
omissions and/or
errors exist.
Defines critical
success
indicators that
enable an
organization to
measure success
in implementing a
strategy.
Defines critical key
performance indicators (KPIs)
with associated metrics across
the four perspectives on the
balanced scorecard that
promote the assessment of
strategic organizational targets.
Propose a strategic
plan to optimize
outcomes and
mitigate risks in an
organization.
Does not propose
a strategic plan to
optimize
outcomes and
mitigate risks in
an organization.
Attempts to propose a
strategic plan to
optimize outcomes
and mitigate risks in
an organization;
however, omissions
and/or errors exist.
Proposes a
strategic plan to
optimize
outcomes and
mitigate risks in
an organization.
Proposes a strategic plan to
optimize outcomes and
mitigate risks in an
organization. Proposal
incorporates all relevant
metrics, targets, and initiatives.
Analyze potential
long-term
opportunities and
operational
components in the
strategic planning
process.
Does not analyze
potential longterm
opportunities and
operational
components in
the strategic
planning process.
Attempts to analyze
potential long-term
opportunities and
operational
components in the
strategic planning
process; however,
omissions and/or
errors exist.
Analyzes
potential longterm
opportunities and
operational
components in
the strategic
planning process.
Analyzes potential long-term
opportunities and operational
components in the strategic
planning process and identifies
specific criteria that could be
used to measure success.
Analyze the effect of
strategy formulation
on human, financial,
and technical
resources.
Does not analyze
the effect of
strategy
formulation on
human, financial,
and technical
resources.
Attempts to analyze
the effect of strategy
formulation on human,
financial, and
technical resources;
however, omissions
and/or errors exist.
Analyzes the
effect of strategy
formulation on
human, financial,
and technical
resources.
Analyzes the effect of strategy
formulation on human,
financial, and technical
resources, and identifies
knowledge gaps and areas of
uncertainty where further
information could enhance the
analysis.
Create a visually
pleasing,
professional
presentation tailored
to a specific
audience.
Does not create a
visually pleasing,
professional
presentation
tailored to a
specific audience.
Attempts to create a
visually pleasing,
professional
presentation tailored
to a specific audience.
However, lapses,
omissions, and/or
errors exist.
Creates a visually
pleasing,
professional
presentation
tailored to a
specific audience.
Integrates textual and visual
elements to create an
integrated, cohesive
presentation tailored to a
specific audience. Presentation
demonstrates superior
understanding of how to
engage and persuade a
targeted audience.
https://courserooma.capella.edu/bbcswebdav/institution/MHA-FP/MHA-FP5010/190400/Scoring_Guides/a04_scoring_guide.html
1/2
6/14/2019
CRITERIA
Communicate
critical content
clearly and
persuasively in a
limited time.
Strategic Plan Objectives and Balanced Scorecard Scoring Guide
NONPERFORMANCE
Does not
communicate
critical content
clearly and
persuasively in a
limited time.
BASIC
PROFICIENT
DISTINGUISHED
Attempts to
communicate critical
content clearly and
persuasive in a limited
time; however, lapses,
omissions, and/or
errors exist.
Communicates
critical content
clearly and
persuasively in a
limited time.
Communicates critical content
clearly, professionally, and
persuasively. Presentation
appears practiced and pacing
is appropriate.
https://courserooma.capella.edu/bbcswebdav/institution/MHA-FP/MHA-FP5010/190400/Scoring_Guides/a04_scoring_guide.html
2/2
Overview
Develop and record a 10–12-slide, executive-level presentation, with speaker
notes, of the SMART objectives corresponding to the organization’s main
strategies, associated performance indicators and metrics, and strategic plan
recommendations.
Note: Each assessment in this course builds upon the work you have completed
in previous assessments. Therefore, you must complete the assessments in the
order in which they are presented.
The successful implementation of a strategic plan requires effective communication
and a thorough understanding of not only the role of the organization within the
greater community, but the role of leadership within the organization. By effectively
engaging stakeholders and understanding the philosophy of strategic management,
leaders can mitigate challenges and hurdles that face those directing change.
This assessment provides an opportunity for you to create an executive-level
presentation explaining how SMART objectives underlying each organizational
strategy can help the organization successfully implement its strategic plan. Then,
after sharing the key performance indicators you developed off the strategic plan,
you will use this ‘balanced scorecard’ to make recommendations to revise the
strategies you developed in Assessment 3.
By successfully completing this assessment, you will demonstrate your proficiency
in the following course competencies and assessment criteria:
•
•
•
Competency 1: Analyze organizational structure, design, culture, and climate in
relation to environmental forces.
• Analyze potential long-term opportunities and operational components in the
strategic planning process.
Competency 2: Develop a strategic organizational plan that provides human and
financial resources to support targeted organizational outcomes.
• Present operational recommendations and strategic control mechanisms.
• Define critical success indicators that enable an organization to measure
success in implementing a strategy.
• Analyze the effect of strategy formulation on human, financial, and technical
resources.
Competency 3: Recommend an organizational structure and design to optimize a
strategic plan.
• Propose a strategic plan to optimize outcomes and mitigate risks in an
organization.
•
Competency 4: Communicate in a manner that is scholarly, professional, and
consistent with expectations for professionals in health care administration.
• Create a visually pleasing, professional presentation tailored to a specific
audience.
• Communicate critical content clearly and persuasively in a limited time.
Assignment Instruction
Note: Complete the assessments in this course in the order in which they are
presented.
Preparation
To prepare for the assessment, begin by reviewing your four recommended
strategies. Then, using the SMART Objective Setting Guide, linked in the
Resources, create a minimum of three SMART objectives for each strategy.
These objectives will become the basis of your presentation and will ultimately
help the organization achieve the strategic direction you have recommended.
In addition, you may wish to review the assessment instructions and scoring
guide to ensure that you understand the work you will be asked to complete.
Note: Remember that you can submit all, or a portion of, your draft presentation
to Smarthinking Tutoring for feedback before you submit the final version for this
assessment. If you plan on using this free service, be mindful of the turnaround
time of 24–48 hours for receiving feedback.
Recording Equipment Setup and Testing
Check that your recording equipment and software is working properly, that your
audio recording quality is sufficient, and that you know how to record and upload
your presentation. You may use Kaltura Media or other technology of your choice
for your audio recording. You may also add audio directly to your slides, using
PowerPoint or other presentation software.
•
If using Kaltura Media, refer to the Using Kaltura tutorial for directions on recording
and uploading your video in the courseroom.
Note: If you require the use of assistive technology or alternative communication
methods to participate in this activity, please contact
DisabilityServices@capella.edu to request accommodations.
Scenario
In your weekly one-on-one meeting your boss congratulates you on the
comprehensive and well researched work you’ve done to date. The CEO has
been working with the rest of the organization’s leadership team to adopt the
overarching strategies for the organization that your boss recommended.
However, your boss and CEO are seeking clarification on how to translate these
strategies into meaningful benchmarks, or performance measures. They want to
know how the organization will measure progress in following these strategies. In
previous discussions with your boss, you have been describing the SMART
methodology for writing objectives that support the overarching strategies. She
has asked you to share the SMART objectives you have written for each strategy
with the CEO in a brief presentation.
You are ready to begin creating your presentation and the slides that you will use
to support your key points and conclusions. Your boss reminds you that the CEO
expects a brief, substantive, and concise presentation. You will be lucky to get 15
minutes of the CEO’s time. Consequently, she suggests that you include no more
than 10–12 slides, or you will run out of time and cautions you about not creating
a “death by PowerPoint” experience for the CEO. You already know from
experience that your organization expects professional presentations that adhere
to the organization’s branding standards.
Requirements
Create an executive-level presentation, with voiceover, of the SMART objectives
that correspond to the organization’s main strategies, associated performance
indicators and metrics, and strategic plan recommendations.
Practice your presentation until you are satisfied with it, staying as close as
possible to the limited time allotted. Remember that the audience is your
organization’s CEO. All the work you have done so far in this course has
prepared you for this briefing, but you are ready.
Presentation Requirements
The requirements, outlined below, correspond to the grading criteria in the
Strategic Plan Objectives and Balanced Scorecard Scoring Guide, so be sure to
address each point. Read the performance-level descriptions for each criterion to
see how your work will be assessed.
•
•
•
•
Present your operational recommendations and strategic control mechanisms.
• Include goals, objectives, resources, and action steps for reconfiguring and
aligning the organization’s structure, systems, shared values, management
style, staff, and skills.
Define critical success indicators that enable an organization to measure success in
implementing the strategy.
Propose a strategic plan to optimize outcomes and mitigate risks in the
organization.
Analyze potential long-term opportunities and operational components in the
strategic planning process.
•
•
•
Analyze the effect of strategy formulation on human, financial, and technical
resources.
• Weigh factors of measurement against current organizational benchmarks.
Create a visually pleasing, professional presentation tailored to a specific audience.
• Use charts and/or images that support the content.
Communicate critical content clearly and persuasively in a limited time.
Presentation Format and Length
Your presentation should consist of 10–12 slides and be 10–15 minutes in
length. Use the notes portion of each slide to write your script (the notes section
is required).
You may use the structure below as a guide for organizing and timing your
presentation. You do not need to place your slides in this specific order.
• Slide 1: Title slide (15 seconds).
• Slide 2: Revised/updated vision, mission, and values from Assessment 3. (30
seconds).
• Slide 3: Gap analysis: desired versus actual position (1 minute).
• Slide 4: Recommend Overarching Strategy One with three objectives (2
minutes).
• Slide 5: Recommend Overarching Strategy Two with three objectives (2
minutes).
• Slide 6: Recommend Overarching Strategy Three with three objectives (2
minutes).
• Slide 7: Recommend Overarching Strategy Four with three objectives (2
minutes).
• Slide 8: Visual: Balanced scorecard table with 1–3 performance indicators and
associated metrics (1 minute).
• Slide 9: Analysis (1 minute).
• Slide 10: Recommendation of new strategic plan strategies based on the
balanced scorecard (1 minute).
• Slide 11: Overall recommendations/conclusions (1 minute).
• Slide 12: References.
• Include all relevant supporting details, such as data, charts, and graphs, as
an addendum to the presentation. Indicate the slide associated with the
relevant data set. In addition, include all relevant data and narrative in the
notes section of each slide.
Supporting Evidence
Cite a minimum of six references to current scholarly and authoritative sources to
support your presentation. Format your citations and references according to
APA style and formatting guidelines.
Additional Requirements
Proofread your slides and addendum, before you submit them, to minimize errors
that could distract readers and make it more difficult for them to focus on the
substance of your presentation.
Portfolio Prompt: You may choose to save your presentation to your ePortfolio.
Purchase answer to see full
attachment
Use these guidelines to assess how SMART your objectives are.
Specific
Specific objectives use only one action verb; objectives with more than one verb suggest more
than one activity or behavior is being measured. Avoid verbs with vague descriptions of
intended outcomes. For example, avoid verbs such as understand or know. How would you
measure progress?
Specific objectives cover the five Ws: What, why, who, where, and which. Use this five-point
checklist to determine whether your objective is specific:
1. What: What does your organization want to accomplish?
2. Why: Why does your organization want to accomplish this objective?
3. Who: Who is involved? Who are the stakeholders?
4. Where: Where is it going to happen?
5. Which: Which attributes are important? Consider risk and protective factors.
Measureable
It is impossible to determine whether objectives have been met unless they can be measured.
The objective serves as a reference point from which a change can be clearly measured.
Specific and measurable objectives enable you to establish solid and directed criteria for
measuring progress toward the achievement of the objectives.
These questions will help you assess how measureable your objective is:
1. How will you know when your organization’s objective is satisfied?
2. What indicators/processes will your organization use to measure progress and success?
3. As your organization gains momentum on the objective process, how readily available
will data be on progress?
Achievable
Achievable objectives can be accomplished given the available resources. Consider these
questions to determine how achievable your objective is:
1. Do you have sufficient financial resources to accomplish your objective?
2. Do you have staff with sufficient abilities and skills to accomplish your objective?
3. Do you have sufficient time to accomplish your objective?
4. What other types of resources do you need to attain your objectives? Consider
technology, space, equipment, et cetera.
1
Relevant
Objectives need to relate directly to the overall strategic goal specified in the strategic plan.
Ultimately accomplishing the objective will help the organization achieve its major strategic goal.
Consider these questions as you assess the relevance of your objective:
1. Why is this objective significant?
2. Is it worthwhile?
3. Is it timely?
4. Does it align with other efforts and needs?
Time Bound
Time-bound objectives have specific starting and ending points. They are of fixed duration. To
assess whether or not your objective is time bound, consider these questions:
1. When will your organization attain this objective or when will the organization measure
progress against the objective? This kind of rigor in objective setting also helps with
planning and evaluation efforts.
2. When will your organization execute activities to achieve these objectives?
3. When will your organization expect to see short-term outcomes?
2
6/14/2019
Strategic Plan Objectives and Balanced Scorecard Scoring Guide
Strategic Plan Objectives and Balanced Scorecard Scoring Guide
CRITERIA
NONPERFORMANCE
BASIC
PROFICIENT
DISTINGUISHED
Present operational
recommendations
and strategic control
mechanisms.
Does not present
operational
recommendations
and strategic
control
mechanisms.
Attempts to present
operational
recommendations and
strategic control
mechanisms.
However, omissions
and/or errors exist.
Presents
operational
recommendations
and strategic
control
mechanisms.
Presents operational
recommendations and strategic
control mechanisms, including
goals, objectives, resources,
and action steps, that address
the organization’s structure,
systems, shared values,
management style, staff, and
skills.
Define critical
success indicators
that enable an
organization to
measure success in
implementing a
strategy.
Does not define
critical success
indicators that
allow an
organization to
measure success
in implementing a
strategy.
Attempts to define
critical success
indicators that allow
an organization to
measure success in
implementing a
strategy; however,
omissions and/or
errors exist.
Defines critical
success
indicators that
enable an
organization to
measure success
in implementing a
strategy.
Defines critical key
performance indicators (KPIs)
with associated metrics across
the four perspectives on the
balanced scorecard that
promote the assessment of
strategic organizational targets.
Propose a strategic
plan to optimize
outcomes and
mitigate risks in an
organization.
Does not propose
a strategic plan to
optimize
outcomes and
mitigate risks in
an organization.
Attempts to propose a
strategic plan to
optimize outcomes
and mitigate risks in
an organization;
however, omissions
and/or errors exist.
Proposes a
strategic plan to
optimize
outcomes and
mitigate risks in
an organization.
Proposes a strategic plan to
optimize outcomes and
mitigate risks in an
organization. Proposal
incorporates all relevant
metrics, targets, and initiatives.
Analyze potential
long-term
opportunities and
operational
components in the
strategic planning
process.
Does not analyze
potential longterm
opportunities and
operational
components in
the strategic
planning process.
Attempts to analyze
potential long-term
opportunities and
operational
components in the
strategic planning
process; however,
omissions and/or
errors exist.
Analyzes
potential longterm
opportunities and
operational
components in
the strategic
planning process.
Analyzes potential long-term
opportunities and operational
components in the strategic
planning process and identifies
specific criteria that could be
used to measure success.
Analyze the effect of
strategy formulation
on human, financial,
and technical
resources.
Does not analyze
the effect of
strategy
formulation on
human, financial,
and technical
resources.
Attempts to analyze
the effect of strategy
formulation on human,
financial, and
technical resources;
however, omissions
and/or errors exist.
Analyzes the
effect of strategy
formulation on
human, financial,
and technical
resources.
Analyzes the effect of strategy
formulation on human,
financial, and technical
resources, and identifies
knowledge gaps and areas of
uncertainty where further
information could enhance the
analysis.
Create a visually
pleasing,
professional
presentation tailored
to a specific
audience.
Does not create a
visually pleasing,
professional
presentation
tailored to a
specific audience.
Attempts to create a
visually pleasing,
professional
presentation tailored
to a specific audience.
However, lapses,
omissions, and/or
errors exist.
Creates a visually
pleasing,
professional
presentation
tailored to a
specific audience.
Integrates textual and visual
elements to create an
integrated, cohesive
presentation tailored to a
specific audience. Presentation
demonstrates superior
understanding of how to
engage and persuade a
targeted audience.
https://courserooma.capella.edu/bbcswebdav/institution/MHA-FP/MHA-FP5010/190400/Scoring_Guides/a04_scoring_guide.html
1/2
6/14/2019
CRITERIA
Communicate
critical content
clearly and
persuasively in a
limited time.
Strategic Plan Objectives and Balanced Scorecard Scoring Guide
NONPERFORMANCE
Does not
communicate
critical content
clearly and
persuasively in a
limited time.
BASIC
PROFICIENT
DISTINGUISHED
Attempts to
communicate critical
content clearly and
persuasive in a limited
time; however, lapses,
omissions, and/or
errors exist.
Communicates
critical content
clearly and
persuasively in a
limited time.
Communicates critical content
clearly, professionally, and
persuasively. Presentation
appears practiced and pacing
is appropriate.
https://courserooma.capella.edu/bbcswebdav/institution/MHA-FP/MHA-FP5010/190400/Scoring_Guides/a04_scoring_guide.html
2/2
Overview
Develop and record a 10–12-slide, executive-level presentation, with speaker
notes, of the SMART objectives corresponding to the organization’s main
strategies, associated performance indicators and metrics, and strategic plan
recommendations.
Note: Each assessment in this course builds upon the work you have completed
in previous assessments. Therefore, you must complete the assessments in the
order in which they are presented.
The successful implementation of a strategic plan requires effective communication
and a thorough understanding of not only the role of the organization within the
greater community, but the role of leadership within the organization. By effectively
engaging stakeholders and understanding the philosophy of strategic management,
leaders can mitigate challenges and hurdles that face those directing change.
This assessment provides an opportunity for you to create an executive-level
presentation explaining how SMART objectives underlying each organizational
strategy can help the organization successfully implement its strategic plan. Then,
after sharing the key performance indicators you developed off the strategic plan,
you will use this ‘balanced scorecard’ to make recommendations to revise the
strategies you developed in Assessment 3.
By successfully completing this assessment, you will demonstrate your proficiency
in the following course competencies and assessment criteria:
•
•
•
Competency 1: Analyze organizational structure, design, culture, and climate in
relation to environmental forces.
• Analyze potential long-term opportunities and operational components in the
strategic planning process.
Competency 2: Develop a strategic organizational plan that provides human and
financial resources to support targeted organizational outcomes.
• Present operational recommendations and strategic control mechanisms.
• Define critical success indicators that enable an organization to measure
success in implementing a strategy.
• Analyze the effect of strategy formulation on human, financial, and technical
resources.
Competency 3: Recommend an organizational structure and design to optimize a
strategic plan.
• Propose a strategic plan to optimize outcomes and mitigate risks in an
organization.
•
Competency 4: Communicate in a manner that is scholarly, professional, and
consistent with expectations for professionals in health care administration.
• Create a visually pleasing, professional presentation tailored to a specific
audience.
• Communicate critical content clearly and persuasively in a limited time.
Assignment Instruction
Note: Complete the assessments in this course in the order in which they are
presented.
Preparation
To prepare for the assessment, begin by reviewing your four recommended
strategies. Then, using the SMART Objective Setting Guide, linked in the
Resources, create a minimum of three SMART objectives for each strategy.
These objectives will become the basis of your presentation and will ultimately
help the organization achieve the strategic direction you have recommended.
In addition, you may wish to review the assessment instructions and scoring
guide to ensure that you understand the work you will be asked to complete.
Note: Remember that you can submit all, or a portion of, your draft presentation
to Smarthinking Tutoring for feedback before you submit the final version for this
assessment. If you plan on using this free service, be mindful of the turnaround
time of 24–48 hours for receiving feedback.
Recording Equipment Setup and Testing
Check that your recording equipment and software is working properly, that your
audio recording quality is sufficient, and that you know how to record and upload
your presentation. You may use Kaltura Media or other technology of your choice
for your audio recording. You may also add audio directly to your slides, using
PowerPoint or other presentation software.
•
If using Kaltura Media, refer to the Using Kaltura tutorial for directions on recording
and uploading your video in the courseroom.
Note: If you require the use of assistive technology or alternative communication
methods to participate in this activity, please contact
DisabilityServices@capella.edu to request accommodations.
Scenario
In your weekly one-on-one meeting your boss congratulates you on the
comprehensive and well researched work you’ve done to date. The CEO has
been working with the rest of the organization’s leadership team to adopt the
overarching strategies for the organization that your boss recommended.
However, your boss and CEO are seeking clarification on how to translate these
strategies into meaningful benchmarks, or performance measures. They want to
know how the organization will measure progress in following these strategies. In
previous discussions with your boss, you have been describing the SMART
methodology for writing objectives that support the overarching strategies. She
has asked you to share the SMART objectives you have written for each strategy
with the CEO in a brief presentation.
You are ready to begin creating your presentation and the slides that you will use
to support your key points and conclusions. Your boss reminds you that the CEO
expects a brief, substantive, and concise presentation. You will be lucky to get 15
minutes of the CEO’s time. Consequently, she suggests that you include no more
than 10–12 slides, or you will run out of time and cautions you about not creating
a “death by PowerPoint” experience for the CEO. You already know from
experience that your organization expects professional presentations that adhere
to the organization’s branding standards.
Requirements
Create an executive-level presentation, with voiceover, of the SMART objectives
that correspond to the organization’s main strategies, associated performance
indicators and metrics, and strategic plan recommendations.
Practice your presentation until you are satisfied with it, staying as close as
possible to the limited time allotted. Remember that the audience is your
organization’s CEO. All the work you have done so far in this course has
prepared you for this briefing, but you are ready.
Presentation Requirements
The requirements, outlined below, correspond to the grading criteria in the
Strategic Plan Objectives and Balanced Scorecard Scoring Guide, so be sure to
address each point. Read the performance-level descriptions for each criterion to
see how your work will be assessed.
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Present your operational recommendations and strategic control mechanisms.
• Include goals, objectives, resources, and action steps for reconfiguring and
aligning the organization’s structure, systems, shared values, management
style, staff, and skills.
Define critical success indicators that enable an organization to measure success in
implementing the strategy.
Propose a strategic plan to optimize outcomes and mitigate risks in the
organization.
Analyze potential long-term opportunities and operational components in the
strategic planning process.
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Analyze the effect of strategy formulation on human, financial, and technical
resources.
• Weigh factors of measurement against current organizational benchmarks.
Create a visually pleasing, professional presentation tailored to a specific audience.
• Use charts and/or images that support the content.
Communicate critical content clearly and persuasively in a limited time.
Presentation Format and Length
Your presentation should consist of 10–12 slides and be 10–15 minutes in
length. Use the notes portion of each slide to write your script (the notes section
is required).
You may use the structure below as a guide for organizing and timing your
presentation. You do not need to place your slides in this specific order.
• Slide 1: Title slide (15 seconds).
• Slide 2: Revised/updated vision, mission, and values from Assessment 3. (30
seconds).
• Slide 3: Gap analysis: desired versus actual position (1 minute).
• Slide 4: Recommend Overarching Strategy One with three objectives (2
minutes).
• Slide 5: Recommend Overarching Strategy Two with three objectives (2
minutes).
• Slide 6: Recommend Overarching Strategy Three with three objectives (2
minutes).
• Slide 7: Recommend Overarching Strategy Four with three objectives (2
minutes).
• Slide 8: Visual: Balanced scorecard table with 1–3 performance indicators and
associated metrics (1 minute).
• Slide 9: Analysis (1 minute).
• Slide 10: Recommendation of new strategic plan strategies based on the
balanced scorecard (1 minute).
• Slide 11: Overall recommendations/conclusions (1 minute).
• Slide 12: References.
• Include all relevant supporting details, such as data, charts, and graphs, as
an addendum to the presentation. Indicate the slide associated with the
relevant data set. In addition, include all relevant data and narrative in the
notes section of each slide.
Supporting Evidence
Cite a minimum of six references to current scholarly and authoritative sources to
support your presentation. Format your citations and references according to
APA style and formatting guidelines.
Additional Requirements
Proofread your slides and addendum, before you submit them, to minimize errors
that could distract readers and make it more difficult for them to focus on the
substance of your presentation.
Portfolio Prompt: You may choose to save your presentation to your ePortfolio.
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