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FM006: Conduct an Operational Analysis: Conduct operational analyses to ensure operational efficiency and financial
viability.
Assessment Rubric
Rubric Criteria
Needs Improvement
Meets Expectations
Exceeds Expectations
Leadership Orientation Presentation on Healthcare Financial Management
Learning
Objective 1.1:
Describe the
impact of financial
concepts on
decision making in
a healthcare
organization.
Presentation does not describe,
unclearly or inaccurately describes
the impact of the following financial
concepts on decision making in a
healthcare organization:
• Managing material assets.
• Leveraging the cost of trade
credit.
• Lease financing and business
valuation
• Assessment of potential
expenditures on capital
investment.
• Long-term financing options.
• Project risk analyses.
• Post-audits and project
performance.
Response does not include
references to academic/professional
resources, or the resources are not
relevant.
Presentation clearly and
accurately describes the
impact of the following
financial concepts on decision
making in a healthcare
organization:
• Managing material
assets.
• Leveraging the cost of
trade credit.
• Lease financing and
business valuation
• Assessment of
potential expenditures
on capital investment.
• Long-term financing
options.
• Project risk analyses.
• Post-audits and project
performance.
Presentation
demonstrates the same
level of achievement as
“Meets,” plus the
following:
Presentation provides at
least one specific example
of the impact of at least
three financial concepts
discussed on an actual
decision made in a
healthcare organization.
Response includes
references to relevant
© 2021 Walden University
1
Rubric Criteria
Learning
Objective 1.2:
Explain the
importance of
financial analysis in
the role of
healthcare leader.
Learning
Objective 1.3:
Describe major
factors healthcare
leaders must
consider when
making capital
investment or
capital structure
decisions.
Learning
Objective 1.4:
© 2021 Walden University
Needs Improvement
Presentation does not explain or
unclearly or inaccurately explains
the importance of financial analysis
in the role of healthcare leader.
Response does not include
references to academic/professional
resources, or the resources are not
relevant.
Presentation does not describe,
describes less than two or unclearly
or inaccurately describes two major
factors that leaders must consider
when making capital investment or
capital structure decisions.
Response does not include
references to academic/professional
resources, or the resources are not
relevant.
Presentation does not explain, or
unclearly or inaccurately explains
the process of project risk analyses.
Meets Expectations
academic/professional
resources.
Presentation clearly and
accurately explains the
importance of financial
analysis in the role of
healthcare leader.
Response includes
references to relevant
academic/professional
resources.
Presentation clearly and
accurately describes at least
two major factors that leaders
must consider when making
capital investment or capital
structure decisions.
Response includes
references to relevant
academic/professional
resources.
Presentation clearly and
accurately explains the
process of project risk
analyses.
Exceeds Expectations
Presentation
demonstrates the same
level of achievement as
“Meets,” plus the
following:
Presentation provides
specific examples of how
healthcare leaders use
financial analysis.
Presentation
demonstrates the same
level of achievement as
“Meets,” plus the
following:
Presentation clearly and
accurately describes at
three or more major
factors that leaders must
consider when making
capital investment or
capital structure decisions.
Presentation
demonstrates the same
level of achievement as
“Meets,” plus the
following:
2
Rubric Criteria
Explain the process
of project risk
analyses.
Needs Improvement
Response does not include
references to academic/professional
resources, or the resources are not
relevant.
Meets Expectations
Response includes
references to relevant
academic/professional
resources.
Learning
Objective 1.5:
Presentation does not explain,
unclearly or inaccurately explains
how to incorporate risk assessments
into the capital investment decision
process.
Presentation clearly and
accurately explains how to
incorporate risk assessments
into the capital investment
decision process.
Explain how to
incorporate risk
assessments into
the capital
Response does not include
investment decision references to academic/professional
process.
resources, or the resources are not
relevant.
Learning
Objective 1.6:
Explain the
importance of postaudits in the
implementation of
projects.
Learning
Objective 1.7:
© 2021 Walden University
Response includes
references to relevant
academic/professional
resources.
Presentation does not explain,
unclearly or inaccurately explains
the importance of post-audits in the
implementation of projects.
Presentation clearly and
accurately explains the
importance of post-audits in
the implementation of
projects.
Response does not include
references to academic/professional
resources, or the resources are not
relevant.
Presentation does not recommend,
recommends fewer than two, or
Response includes
references to relevant
academic/professional
resources.
Presentation clearly or
accurately recommends at
Exceeds Expectations
Presentation includes a
specific example to
illustrate the process of
project risk analyses.
Presentation
demonstrates the same
level of achievement as
“Meets,” plus the
following:
Presentation includes a
specific example to
illustrate how to
incorporate risk
assessments into the
capital investment
decision process.
Presentation
demonstrates the same
level of achievement as
“Meets,” plus the
following:
Presentation explains the
process of how postaudits are conducted.
Presentation
demonstrates the same
3
Rubric Criteria
Recommend
resources
healthcare leaders
should use to gain
more information
on financial
management of
projects in a
healthcare
organization.
© 2021 Walden University
Needs Improvement
unclearly or inaccurately
recommends two resources
healthcare leaders should use to
gain more information on the
financial management of projects in
a healthcare organization.
Meets Expectations
least two resources
healthcare leaders should use
to gain more information on
the financial management of
projects in a healthcare
organization.
Response does not include
references to academic/professional
resources, or the resources are not
relevant.
Response includes
references to relevant
academic/professional
resources.
Exceeds Expectations
level of achievement as
“Meets,” plus the
following:
Presentation clearly or
accurately recommends
more than two resources
healthcare leaders should
use to gain more
information on the
financial management of
projects in a healthcare
organization.
4
Overview
This Assessment requires submission of one (1) document. Save the file
as FM006_firstinitial_lastname (for example, FM006_J_Smith).
When you are ready to upload your completed Assessment, use
the Assessment tab on the top navigation menu.
Access the following to complete this Assessment:


Use the APA course paper template available here.
Download the Writing Checklist to review prior to submitting your
Assessment.
Rubric
For the Assessment, assume that you are a financial expert at Arizona
Health Services (AHS), a large not-for profit hospital system and you
have been charged with conducting an operational analysis on a single
resource or asset. You will report the results of your analysis in an email
to the AHS leadership in which you explain the efficiency and viability of
the resource or asset you selected.
To complete the Assessment, conduct an operational analysis of a single
resource or asset in which you determine whether the resource or asset is
efficient and viable. As you prepare the email, consider the following:







How managing material assets contributes to making effective
management decisions and ensuring operational efficiency.
How leveraging the cost of trade credit can improve cash flow and
enhance working capital.
How lease financing and business valuation that can help healthcare
managers use financial resources effectively.
How the assessment of potential expenditures on capital investment
informs capital investment decisions.
How long-term financing options allow healthcare organizations to
achieve financial and operational viability in the long-term.
How project risk analyses are used to conduct the appropriate risk
evaluation for the project.
How post-audits contribute to the review of project performance.
Your email should include the following:





Describe the resource or asset you selected.
Explain how the resource or asset is used in the healthcare facility.
Describe the operational analysis process you used to determine the
efficiency and viability of the asset or resource selected
Explain whether the resource or asset is the most viable and efficient
option.
Justify your determination.

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