ORG423 Portfolio Project Final Paper Requirements 1. L.docx
- 1. ORG423 Portfolio Project Final Paper Requirements 1. Length: The final paper must be 1000 words minimum 2. Structure: The paper will adhere to all APA requirements and include the following elements: I. Title Page II. Executive Summary (1 page / 300 words maximum length) III. Introduction IV. Content a. Prioritized Skill List: Include a table showing your skills sorted in order of highest score to lowest score. Include the key for your score rating. I recommend that you do this in Excel and copy the table to Word. Use the following information to prepare this table: Score Capability Area Ethos/Image Audience Analysis and Strategy Social Media and Other Written Communication
- 2. Oral Communication Visual Communication Dealing with Own Feelings Dealing with Others Cultural Communication Competence Group and Team Communication and Dynamics Organizational Communication Internal Communication External Communication KEY 1 = Need lots of work in this area 2 = Need some work in this area 3 = Acceptable, but could be stronger 4 = Very good abilities, close to leadership communication level 5 = Excellent abilities, leadership communication level achieved twarrington CSUG - Copyright Stamp b. Strengths Discussion: One or two narrative paragraphs describing what you consider to be your communication strengths. Use the results from the Checklist and the skill
- 3. areas from the Prioritized Skill table as the basis for your discussion. Include specific examples of the results you have achieved using these skills in your personal and professional life. c. Weakness Discussion: One or two narrative paragraphs describing what you consider to be your communication weaknesses. Use the results from the Checklist and the skill areas from the Prioritized Skill table as the basis for your discussion. Include specific examples of the consequences you have encountered as a result of a lack of these skills in your personal and professional life. d. Goals, Programs, and Targets: For each skill area that you rated a 1 or a 2, prepare a goal, program, and target. A goal is a statement of a skills- based outcome that you want to achieve, a program is the description of the action steps that you will undertake to achieve the outcome, and a target is a numerical measure of the success of the effort and a date by which the program will be
- 4. complete. Here is an example: Goal 1: Develop better oral communication skills when delivering impromptu and extemporaneous presentations. Program 1: Participate in 26 Toastmaster sessions for impromptu and extemporaneous presentations over the next 14 months. Actively solicit feedback from fellow members concerning areas for improvement, and change my behaviors based on this feedback. Target 1: By June 30, 2012, all of the feedback received from fellow members of Toastmaster’s will note only positive comments and will not include any areas for improvement. e. Summary Goals, Programs, and Targets Table: Summarize the narrative descriptions of your goals, programs, and targets in a table. The table will be your management tool to help you achieve your desired outcomes. The Achieved
- 5. column will be blank until you have completed each program. Use the following example as the basis for your table: Goal Program Target Achieved? (Y/N) 1. 1. 1. 2.
- 6. 2. 2. Etc. Etc. Etc. V. Conclusion VI. References a. Cite and integrate at least three credible sources. ** Don’t forget to include, in the formal self-assessment, a summary of the questionnaire contents associated with the emotional intelligence instrument. ** Also, in the formal self-assessment, make sure to provide evidence from workplace experience supporting the responses to the emotional intelligence questionnaire. Baruch College FIN 3000 Midterm I Exam Fall, 2017
- 7. Name:____________ Section: ___________ Please, read carefully: the exam has 30 questions, but will be graded out of 28 points. In practice this means you can “choose your own extra credit”. Write your answers both on this front sheet and on the scantron. If you do not understand a question, raise your hand and ask me. Many answers are rounded, pick the closest: using different digits precision is not supposed to have any effect on your answers. If something looks too hard, most likely there is another way to do it. Think, pay attention to the text of the exercise, and REMEMBER TO CHECK THE SETTINGS/MEMORY OF YOUR CALCULATOR. Good Luck! Question # Answer Question # Answer 1 16 2 17 3 18 4 19 5 20
- 9. 15 30 Baruch College FIN 3000 Midterm I Exam Fall, 2017 Name:____________ 1. A common problem for closely held corporations is: A. the lack of access to substantial amounts of capital B. the restriction that shareholders receive only one vote each C. the separation of ownership and management D. an abundance of agency problems 2. The principal participants in the financial markets are I. Dealers, brokers, regulators II. Businesses, banks, government III. Mutual funds, hedge funds, investment banks IV. Borrowers, savers, financial institutions A. I B. II C. III D. IV 3. Corporate managers are expected to make corporate decisions that are in the best interest of: A. the corporation’s management B. the corporation’s board of directors C. the corporation’s shareholders D. all corporate employees 4. To purchase a car, you borrow from a bank $7,500 to be repaid with 24 equal monthly payments, the first of which to be
- 10. made immediately. The annual interest rate is 12%. What is the amount of your monthly payment? A. $253.05 B. $289.43 C. $349.55 D. $353.05 5. Corporations that issue financial securities such as stock or debt obligations to the public do so primarily to: A. increase sales B. increase profitability C. increase their access to funds D. avoid double taxation of their profits 6. You currently own a level perpetuity making $1,000 payments every year. Your friend Proposition Joe offers to purchase it from you, and pay for it with 5 equal yearly payments, the first of which to happen a year from now. If the interest (discount) rate is 5%, what is the minimum yearly payment that Proposition Joe has to offer for you to accept? A. $ 3620.0 B. $ 4312.5 C. $ 4503.5 D. $ 4619.5 7. You are about to sign a 3-year rental contract for a new apartment in Astoria, Queens. According to the lease contract
- 11. you will have to pay $3,200 per month at the beginning of each month, for 36 months. However, it would be more convenient for you to pay at the end of each month, instead of at the beginning. But, since your landlord has taken FIN3000, he says that if you desire to pay at the end of the month some adjustment has to be made to the monthly rent payment. If the interest (discount) rate your landlord is using is 6% annual (0.5% per month) what is the minimum you expect your landlord to ask you in order to let you pay at the end of each month? (Pick the closest) A. $3191 B. $3216 C. $3225 D. $3233 8. Which one of the following would be considered a capital budgeting decision? A. Planning to issue common stock rather than issuing preferred stock B. Deciding to expand into a new line of products, at a cost of $5 million C. Repurchasing shares of common stock D. Issuing debt in the form of long-term bonds 9. Bruce and Sheila are talking about their savings accounts. Bruce says that his account pays 10% annual interest compounded yearly, and that Sheila should move her savings to his bank, since hers only offers a (stated) annual percentage rate
- 12. (APR) of 9.8%. Sheila however argues that it would make no sense to do so, since her bank account compounds monthly and hence it actually provides better interest payments. Who is right? A. Bruce B. Sheila C. The two accounts are exactly equivalent D. Not enough information is provided 10. Henry is assessing his retirement strategy, as he plans to retire 10 years from now; currently he has $300,000 in a savings account paying 4% annual interest, compounded quarterly. He also knows that he will receive $200,000 as termination payout from his life insurance 5 years from now, and he plans to add this money to his savings account until the moment when he retires. If everything goes according to his plan, how much will Henry have in savings 10 years from now, when he will be retiring? (pick the closest) A. $646,659 B. $687,403 C. $690,697 D. $740,122 11. Which ones of the following statements are FALSE? I. Investment banks are similar to commercial banks except that they invest deposits in stocks and bonds rather than loans. II. Under Federal Law, Insurance Companies can only invest their reserves in interest paying bank accounts III. Mutual Funds and ETFs both offer to investors a cheap way to diversify their risk without having to buy many individual
- 13. stocks A. I and II only B. I and III only C. II and III only D. I, II, and III 12. Suppose you must make 5 annual $1,000 payments, the first one at the beginning of year 5 (end of the 4th year from now). To accumulate the money to make these payments, you will make three equal deposits into an investment account, the first to be made one year from today. Assuming a 10% interest rate on the investment account, what is the amount of these three deposits? (round to nearest dollar) A. $1,098 B. $1,145 C. $1,260 D. $1,389 13. An example of a firm's financing decision would be: A. acquiring a competitive firm B. deciding whether or not to increase the price of its products C. issuing 10-year versus 20-year bonds D.
- 14. none of the above 14. Everything else equal, when the interest rate increases the future value of an annuity ______; this effect will be _______ as the number of periods increases. A. increases, larger B. increases, smaller C. decreases, larger D. decreases, smaller 15. In the U.S. the largest holders of corporate equities are _________ ; the largest holders of corporate bonds are _______ . A. Insurance Companies; Pension Funds B. Households; Insurance Companies and Mutual Funds C. Foreign Institutions; Pension Funds D. Pension Funds; Banks and Savings Institutions 16. You are offered two possible investments by a broker. Investment A can be purchased for $20,000 and will pay you in return $3,000 per year for 20 years (starting a year from now). Investment B can also be purchased for $20,000 and will pay you in return $2,750 per year for 30 years (also starting a year from now). The broker argues that investment B is better since “you get a smaller yearly payment, but you will receive payments for 10 more years”. You want to earn the highest overall return on your initial investment, so… which one should you choose? A. The first one B. The second one C. You are totally indifferent between the two, they
- 15. provide the same return D. You need more information to make this choice 17. Which one of these securities is traded on the money markets? A. 3-months commercial paper. B. A share of Microsoft’s Common Stock. C. A 2-year Corporate Note. D. A 20-year Corporate Bond. 18. Which ones of the following statements are FALSE? I. Insurance Companies are not financial institutions II. Preferred Stock is a type of Equity Securities III. Hedge Funds are not financial intermediaries A. I and II only B. I and III only C. II and III only D. I, II, and III 19. Which of these investments is the least liquid A. A savings account at Citibank B. Common stock of Philip Morris
- 16. C. 20-year Bonds issued by Exxon Mobil D. An apartment building in Buffalo, NY 20. Which ones of the following statements are TRUE? I. Everything else equal, the lower the interest rate the higher the value of a perpetuity II. Among their functions, financial markets provide pricing information III. Stock options can be used to mitigate agency problems A. I and II only B. I and III only C. II and III only D. I, II, and III 21. Your firm has received a $100,000 loan from a bank. The annual payments are $12,590.19; if the yearly interest rate is 7% how many loan payments must your firm make? A. 7 B. 8 C. 12 D. 14 22. I want to retire in 20 years, and I want to have an annuity of $100,000 a year for 10 years after retirement. I want to receive the first annuity payment at the end of the 20th year. How much do I need to deposit today in an investment account providing
- 17. an 8% interest rate in order to afford this retirement annuity? (pick closest) A. $156,000 B. $168,000 C. $725,000 D. $671,000 23. The principal savers in the financial markets are A. Businesses B. Individuals C. Large hedge funds D. Banks 24. Today, you have taken a 30-year mortgage of $300,000 with an interest rate of 9% and monthly payments of $2,413.867. How much will your outstanding balance be after 10 years of payments? (Hint: this is the same as asking what will at that point be the present value of the remaining payments) (round to nearest dollar) A. $167,118 B. $200,000 C. $264,786
- 18. D. $268,289 25. Marisa wants to travel extensively in Japan when she graduates, 4 years from now. She expects the trip to cost $12,000. Right now she has of $7,000 in a savings account paying an yearly interest rate of 5%. After sitting down and doing some calculations, she realizes that if she does not do anything she won’t be able to afford the trip by the time she graduates. In fact, she would miss her objective by roughly... (pick the closest) A. $3,217 B. $3,491 C. $4,113 D. $6,421 26. (Continues from Q25) In order to be able to afford the trip, she plans then to finance the balance by making yearly deposits (the first of which 1 year from now) into an investment account earning 9% per year. How much does she need to deposit into this investment account each year in order to be able to afford the trip? (pick the closest) A. $1,065 B. $811 C. $764 D. $464
- 19. 27. (Continues from Q25-26 above) Marisa comes up with an alternative plan: she could immediately move her $7,000 from her savings account to the investment account with 9% interest rate. Then she would make, if necessary, monthly deposits to this same account until the time when she graduates. If she follows this plan, how much will she need to deposit each month? (pick the closest) A. $0 (moving the $7,000 to the investment account is enough to reach the objective) B. $35 C. $52 D. $209 28. The principal borrowers in the financial markets are A. Businesses B. Individuals C. Pension Funds D. Insurances 29. Which ones of the following statements are FALSE? I. In Sole Proprietorships, the owner has unlimited liability II. In Corporations, managers own the firm
- 20. III. In Partnerships, the owner and the business are taxed separately A. I and II only B. I and III only C. II and III only D. I, II, and III 30. When corporations need to raise funds through stock issues, they rely on: A. The Commodity Markets B. The Secondary Market C. The Primary Market D. The Foreign Exchange Markets 1 ORG423 Portfolio Project Self-Assessment of Leadership Communication Capabilities - checklist Barrett (2014, p.405) Appendix A Read through the list of capabilities and, for each one, mark your present level of expertise in the table below. The instructions on determining your average follow the table. If
- 21. using this text in a class, you will probably want to ask your instructor for the electronic version of this assessment. 1 = Need to develop, essentially need a lot of work on this capability 2 = Need some work on this capability 3 = Acceptable, but could be stronger 4 = Very good abilities, close to leadership communication level 5 = Excellent abilities, leadership communication level achieved Section 1 – Assessment of Core Capabilities Area and Capability 1 2 3 4 5 Avg Leadership Communication Ethos/Image 1. Understanding the characteristics of leadership communication 2. Recognizing and able to distinguish transformational leaders
- 22. 3. Understanding how I am seen by others 4. Knowing how my personal style differs from others 5. Asking others to comment on my style 6. Assessing my own strengths and weaknesses 7. Setting goals for personal change
- 23. 8. Willing to work on improving personal effectiveness 9. Influencing the behavior of others 10. Inspiring trust in others 11. Projecting confidence 12. Making ethical decisions
- 24. Totals Audience Analysis and Strategy 1. Analyzing the context for communication 2. Analyzing audiences 3. Tailoring messages to different audiences
- 25. 4. Selecting the most effective medium (channel) 5. Developing a complete communication strategy Totals Social Media and Other Written Communication 1. Deciding on communication purpose
- 26. 2. Clarifying your purpose 3. Organizing your written communication 4. Using formatting effectively 5. Using language correctly Area and Capability 1 2 3 4 5
- 27. Avg 6. Writing clearly 7. Writing concisely 8. Writing confidently 9. Using an appropriate style and tone 10. Knowing how to use social media in professional settings
- 28. 11. Writing correspondence (texts, tweets, e-mails, etc.) 12. Writing formal documents and reports 13. Writing executive summaries and abstracts 14. Proofreading your own work Totals Oral Communication Skills
- 29. 1. Delivering an impromptu presentation 2. Delivering an extemporaneous presentation 3. Organizing your presentation 4. Talking in small groups 5. Talking in large groups
- 30. 6. Answering questions 7. Asking questions 8. Drawing others out 9. Summarizing and clarifying others’ ideas 10. Keeping to the topic
- 31. 11. Summarizing a discussion Totals Visual Communication 1. Recognizing when to use graphics 2. Selecting and designing effective data charts
- 32. 3. Creating meaningful and effective text layouts 4. Employing fundamental graphics content and design principles 5. Ensuring “so what” is captured 6. Creating presentation visuals and slides Totals
- 33. Emotional Intelligence 1: Dealing with Own Feelings 1. Knowing own personality type 2. Recognizing other types and their effect on behaviors 3. Being aware of own feelings 4. Identifying and controlling feelings
- 34. 5. Asserting own ideas and rights 6. Stating own needs 7. Expressing feelings to others Totals Emotional Intelligence 2: Dealing with Others
- 35. Area and Capability 1 2 3 4 5 Avg 1. Listening 2. Recognizing non-verbals 3. Being sensitive to others’ feelings 4. Asking people how they feel
- 36. 5. Acknowledging people’s feelings 6. Helping others express their feelings 7. Dealing with anger 8. Dealing with hostility and suspicion 9. Being comfortable with conflict 10. Withstanding silences
- 37. Totals Diversity and Intercultural Communication 1. Realizing the value of diversity 2. Defining and appreciating cultural differences 3. Understanding differences is values and preferences
- 38. 4. Recognizing general communication preferences (direct or indirect, explicit or implicit) 5. Understanding differences in attitudes toward authority, time, risk, and change 6. Knowing customs common to cultures encountering 7. Communicating in intercultural social situations Totals
- 39. Section 2—Group and Organizational Communication Area and Capability 1 2 3 4 5 Avg Group and Team Communication and Dynamics 1. Identifying and clarifying goals and objectives 2. Clearly defining the problem under discussion 3. Examining all facets of the problem
- 40. 4. Encouraging others to generate ideas 5. Using creativity to develop new ideas 6. Evaluating options 7. Helping groups make decisions 8. Exploring the people aspects of the problem
- 41. 9. Encouraging groups to develop action plans 10. Helping the team to confront difficult issues 11. Sensing tension in the group 12. Being sensitive to how people in the group are feeling 13. Being aware of how open or closed the group is
- 42. 14. Helping groups explore their commitment to group decisions and or agreements 15. Surfacing vested interests and feelings about issues 16. Identifying those issues that are avoided Area and Capability 1 2 3 4 5 Avg 17. Drawing attention to unhelpful behavior
- 43. 18. Helping the team deal with conflict or other tension 19. Supporting individuals against group pressure 20. Helping team members acknowledge each other’s strengths 21. Helping team members give each other feedback 22. Facilitating team review and critique
- 44. Totals Organizational Communication 1. Recognizing different organizational structures 2. Understanding the human relations approach 3. Displaying ability to motivate others
- 45. 4. Recognizing the organizational role of communication 5. Understanding how power works in supervisor /subordinate relationships 6. Knowing what it takes to build trust in supervisor/ subordinate relationships 7. Establishing communication protocols with supervisors 8. Recognizing the ethical expectations in an organization
- 46. 9. Creating an ethical environment 10. Being able to see the organizational cultural differences 11. Realizing which organizational cultures fit best with my own individual personality and style 12. Giving praise and appreciation to peers and supervisors 13. Recognizing who talks to whom
- 47. 14. Soliciting feedback from others 15. Providing constructive feedback to individuals or groups 16. Receiving feedback without being defensive 17. Dealing with supervisors and more senior people 18. Mentoring others
- 48. 19. Coaching others 20. Networking Total Transformational Leadership and Internal Communication 1. Selecting the most appropriate leadership style
- 49. 2. Knowing how to adjust leadership styles when needed 3. Recognizing the characteristics of transformational leaders 4. Developing an internal communication strategy 5. Developing a vision 6. Communicating a vision
- 50. 7. Targeting messages to different levels in an organization 8. Creating a change communication program Area and Capability 1 2 3 4 5 Avg 9. Implementing a change communication program Totals External Corporate Communication
- 51. 1. Developing an external communication strategy 2. Managing reputation 3. Analyzing external stakeholders 4. Developing targeted messages for all external stakeholders 5. Communicating with the news media
- 52. 6. Dealing with a communication crisis situation Totals Barrett, D. J. (2014). Leadership Communication (4th Ed.). New York, NY: McGraw-Hill Irwin. Part 1: Assessing Your Own Leadership Communication Abilities Using the information gained from completing the checklist, assign a score for your improvement need in each skill area (use the key provided below). KEY 1 = Need lots of work in this area 2 = Need some work in this area 3 = Acceptable, but could be stronger 4 = Very good abilities, close to leadership communication level 5 = Excellent abilities, leadership communication level
- 53. achieved Instructions: To calculate your average in each communication area, take the following steps: 1. Add the number of marks within each column under the capability area 2. Multiply the number of marks times the scale number (1–5) at the top of each column 3. Record this number in each column in the totals row provided 4. Total the row across 5. Then, divide by the number of capabilities listed and record your average in the box. Score Capability Area Ethos/Image Audience Analysis and Strategy Social Media and Other Written Communication Oral Communication Visual Communication Dealing with Own Feelings Dealing with Others Cultural Communication Competence Group and Team Communication and Dynamics
- 54. Organizational Communication Internal Communication External Communication 2. What do you consider your major communication strengths? 3. What do you consider your major communication weaknesses? 4. What leadership communication roles do you currently play in your organization? Part 2 – Determining Your Leadership Communication Goals Answer the following questions to help you develop your goals and plan. 1. What communication leadership roles would you like to play in the future (at your organization or in your career overall)? 2. What are your short-term and long-term leadership communication improvement goals? 3. What new skill do you want to work on first, second, third, etc?
- 55. 4. What barriers do you anticipate having to overcome to reach your improvement goals? 5. How long do you think it will take you to achieve your goals? 6. How will you know you are succeeding? 7. How will you obtain feedback? Part 3 – Developing a Plan to Achieve Your Goals Use this grid to help you plan and track your improvement. Improvement Goal Action Steps to Achieve Goal Deadline Method to Measure Success