Rev. 8.18 GUIDELINES FOR ORGANIZATIONAL ANALYSIS ASSIGNMEN.docx
- 1. Rev. 8.18 GUIDELINES FOR ORGANIZATIONAL ANALYSIS ASSIGNMENT Using Collins’ work as a model and framework for advanced organizational analysis (and other references as needed), analyze a system, organization, organization systems and/or subsystems. Consider each of the concepts proposed by Collins’ breaking down the organizations’ strategic plan, financial management, organizational structure, leadership, organizational culture, performance outcomes, etc. Collins’ work is a good foundational text, along with Fifth Discipline (Senge, 1990) and other related writers and models. When analyzing an organizational system, along with Collins’ work, consider chaos theory and complexity science (Wheatley, Porter-O-Grady), learning organizations (Senge), change and innovation (Gladwell, Rogers, Quinn). If you have not found these references in the required or recommended course readings, google the names of these authors and learn more about their contributions to understanding organizational behavior and leading complex systems. Such references may be useful in arriving at a greater level of understanding of organizations necessary to truly transform our current health care systems. As part of this analysis, consider interviewing members of the staff, board members, organizational historians,
- 2. key administrative personnel (CFO, CEO, CNE, etc.). If you are not familiar with the organization/system, it will be essential that you talk to members of the organization who can help you develop a rich understanding of the leadership, culture, and decision-making patterns. Consider what is written about the organization and its system in the local paper, regional documents, trade journals, etc. These qualitative methods, along with review of clinical, financial and other evaluation measures (quantitative measures), will provide a more holistic perspective of an organizational systems’ performance. The paper should be carefully written in a formal style, based on primary sources, provide an integration of ideas, and be 5-6 pages in length, excluding title page & reference list. Organized flow, logical progression of ideas, and clarity in thought are essential. Please use headings to separate content. References must be timely; published within the previous five (5) years. Liberal number of primary and peer reviewed references (minimum of 10). Deductions: Papers over the page limit will be penalized by a disregard of content over the page limit. Scholarship Expectations: A lack of Scholarship deduction of up to 20% of the total point value of the assignment will be applied to address such deficiencies as APA errors, Title or Reference page errors, a lack of
- 3. clarity and conciseness in writing, grammatical and spelling errors, exceeding the prescribed page limit, and poor overall writing skills. For example, an assignment worth 15 points could have a maximum lack of scholarship deduction of 3 points (20% x 15). The amount of the deduction will be at the discretion of the faculty member. You are clinical nurse scholars in the making. You are the nurses with advanced education/DNPs and members of the highly literate profession of advanced practice nursing who will chart the future of health care. Good writing ability is as much a required skill for nurses in advanced practice as performing clinical functions. Therefore, precision and scholarship is expected in all assignments. Rev. 8.18 Name: Grading Rubric Criteria Grade Points 0.5 Introduction paragraph (one paragraph). There must be a thesis statement at the end of the paragraph that tells the reader the purpose of paper and what will be discussed. 2 Identify an organization, system or subsystem within a larger system. You may want to
- 4. use the system in which you have been working or one where you anticipate working. • Give an overall description to include aspects such as the mission, philosophy, values, overall goals, structure, resources, etc.). • Discuss whether your organization’s mission and values are alive and well? • In terms of an employer and healthcare provider, how is your organization viewed by the community? 3 Culture of the organization: • Describe the organization’s culture using Schein’s definition of culture Reflect on the organization’s norms, traditions, sacred cows. • Describe the organization’s climate (dynamic, supportive, innovative, bold, stagnant, caring, etc.) and employees’ attitudes, fears, and behavior (engagement, commitment, resistance to change, etc.). Learning Organization: • Describe the organization’s culture for learning (Senge, Deming). How does the organization learn? Support discussion with examples. 3
- 5. Discuss the predominant leadership style (transformational, autocratic, democratic, laissez-faire, transactional) for the organization (Kaiser). Support your leadership assessment with examples. 2 Apply the Polarity Thinking Model to your organization. Are the polarities in balance for the organization? Discuss one specific polarity related to healthcare for your organization and give examples of how it is in or out of balance. 3 Apply Collins’research findings and conclusions to your organization, agency, system, etc (Collins). • Note the “level of greatness” of organizational leadership? • Are the right people on the bus? • Does your company face the “brutal facts”? • How has the organization applied the Hedgehog Concept? • Describe whether your company has a culture of discipline, or not? Is your company a leader or lager in technology? • Apply the “Flywheel Concept” to your organization’s Level of Greatness. Include examples or evidence to support your organizational assessment findings. 3 Define disruptive innovation and describe an example of how
- 6. the organization does or does not embrace disruptive innovation. What disruptive innovation might you consider in your future role as an MSN or DNP? 3 Conclusions: Summarize the essential points of paper (one paragraph). 0.5 E stablish healthcare organizations in the 21st century as com plex adaptive system s (W heatley, Plesk & G reenhalgh, D em ing). D iscuss the challenges of transform ation of com plex system
- 7. s. Establish healthcare organizations in the 21st century as complex adaptive systems (Wheatley, Plesk & Greenhalgh, Deming). Discuss the challenges of transformation of complex systems. Rev. 8.18 Point Deductions: A lack of Scholarship deduction of up to 20% of the total point value of the assignment will be applied to address such deficiencies as APA errors, Title or Reference page errors, a lack of clarity and conciseness in writing, grammatical and spelling errors, exceeding the prescribed page limit, and poor overall writing skills. Faculty Comments: Total 20 Deductions: Total: 0Name: Intro: CAS: Organization: Culture: Leadership: PTM: Collins: Disruptive Innovation: Conclusion: Deductions: Comments: October 2014Sales System NumberDate of SaleExtract DateSC Full NameStateTerritoryTax TypeTotal ContractsTotal SalesTotal Cancellations265801-201411110/1/1411/1/14Adriano F RuccoNYDOWNSTATE NEW YORKW210$30,291.001265801-201411110/1/1411/1/14Carol P. WiareGAATLANTA-NORTH
- 8. GEORGIAW24$39,999.000315320- 201411110/3/1411/1/14Benjamin FrankFLSOUTH FLORIDA109911$92,829.001265980- 201411110/3/1411/1/14Victor manuterNYDOWNSTATE NEW YORKW24$44,255.002329247- 201411110/5/1411/1/14Francisco A TravasTXSAN ANTONIO10990$0.000399053-201411110/10/1411/1/14Debbie SmithFLSOUTH FLORIDA10995$20,100.001407197- 201411110/11/1411/1/14Kelly L HestonARARKANSAS10990$7,881.000407886- 201411110/12/1411/1/14Jeremy S NovaARARKANSAS10991$10,000.000410718- 201411110/13/1411/1/14Jacqueline M BusterMSMISSISSIPPI109911$83,641.005265005- 201411110/14/1411/1/14Jennifer JonesNYDOWNSTATE NEW YORKW213$0.0013265288-201411110/20/1411/1/14Debbie SmithFLSOUTH FLORIDA10990$0.000265440- 201411110/20/1411/1/14Debbie SmithFLSOUTH FLORIDA10997$44,242.000265778- 201411110/20/1411/1/14Enrique DimitFLSOUTH FLORIDAW21$555.000265758- 201411110/20/1411/1/14Vanessa HansenNYDOWNSTATE NEW YORKW29$80,000.000265068- 201411110/20/1411/1/14William VegaNYDOWNSTATE NEW YORKW210$45,000.000265609- 201411110/20/1411/1/14Eugene PeriterNYDOWNSTATE NEW YORKW225$54,535.000265862-201411110/25/1411/1/14Erick WeareverNYDOWNSTATE NEW YORKW29$24,222.000266104-201411110/25/1411/1/14Yaniri A UarlikeNYDOWNSTATE NEW YORKW24$14,344.000265823-201411110/25/1411/1/14Alicia NayenILILLINOISW21$6,566.000330618- 201411110/26/1411/1/14David N KiteKYKENTUCKY10991$250.000332509- 201411110/26/1411/1/14Alex V YorkNYDOWNSTATE NEW YORKW216$50,000.001333704-201411110/28/1411/1/14Aisha
- 9. T AmisherNYDOWNSTATE NEW YORK10990$321.000407148-201411110/28/1411/1/14Douglas B BushARARKANSAS10993$600.000265752- 201411110/30/1411/1/14Andres A ReganNYDOWNSTATE NEW YORKW213$72,990.000265848- 201411110/30/1411/1/14Micah Rae JustinLALOUISIANAW27$35,000.000266106- 201411110/30/1411/1/14Micah Rae JustinLALOUISIANAW210$87,382.001331393- 201411110/31/1411/1/14Clarence P WilliamsKYKENTUCKY10999$21,222.000 November 2014Sales System NumberDate of SaleExtract DateSales Consultant IDSC Full NameStateTerritoryTax TypeTotal ContractsTotal SalesTotal Cancellations265005- 201411111/1/1412/1/1426354410Adriano F RuccoFLSOUTH FLORIDA10995$20,100.001265068- 201411111/2/1412/1/1433407197Carol P. WiareARARKANSAS10990$0.000265288- 201411111/2/1412/1/1440278386Benjamin FrankARARKANSAS10991$10,000.000265440- 201411111/2/1412/1/1441107218Victor manuterMSMISSISSIPPI10994$4,000.000329247- 201411111/3/1412/1/1433011618Francisco A TravasKYKENTUCKY10991$900.000399053- 201411111/4/1412/1/1433255099Debbie SmithNYDOWNSTATE NEW YORKW29$30,000.001265609- 201411111/5/1412/1/1466464667Kelly L HestonGAATLANTA- NORTH GEORGIAW21$550.000265758- 201411111/5/1412/1/1435353356Jeremy S NovaNYDOWNSTATE NEW YORKW23$10,300.000265778- 201411111/5/1412/1/1426520168Jacqueline M BusterNYDOWNSTATE NEW YORKW22$5,000.000265823- 201411111/5/1412/1/1426152889Jennifer JonesFLSOUTH FLORIDA109914$1,000.0013265862- 201411111/6/1412/1/1426356778Debbie SmithFLSOUTH FLORIDAW21$5,000.000266104-
- 10. 201411111/7/1412/1/1426354410Debbie SmithFLSOUTH FLORIDA10997$500.000330618- 201411111/8/1412/1/1426531823Enrique DimitILILLINOISW21$3,000.000407197- 201411111/10/1412/1/1433233704Vanessa HansenNYDOWNSTATE NEW YORK10990$0.000407886- 201411111/10/1412/1/1443207148William VegaARARKANSAS10993$0.000265801- 201411111/11/1412/1/1426526109Eugene PeriterNYDOWNSTATE NEW YORKW216$20,000.000265801- 201411111/12/1412/1/1426457518Erick WeareverNYDOWNSTATE NEW YORKW22$1,010.000265980- 201411111/13/1412/1/1412658262Yaniri A UarlikeNYDOWNSTATE NEW YORKW22$211.000332509- 201411111/15/1412/1/1475265980Alicia NayenNYDOWNSTATE NEW YORKW24$20,100.001333704- 201411111/16/1412/1/1457575758David N KiteFLSOUTH FLORIDA109911$500.0010315320- 201411111/17/1412/1/1426161204Alex V YorkNYDOWNSTATE NEW YORKW24$10,000.000407148- 201411111/23/1412/1/1483748200Aisha T AmisherTXSAN ANTONIO10990$0.000410718- 201411111/27/1412/1/1426621106Douglas B BushLALOUISIANAW210$87,382.001265752- 201411111/29/1412/1/1426150025Andres A ReganNYDOWNSTATE NEW YORKW25$0.005265848- 201411111/29/1412/1/1433135393Micah Rae JustinKYKENTUCKY10997$20,000.000266106- 201411111/30/1412/1/1426325752Micah Rae JustinNYDOWNSTATE NEW YORKW25$20,000.000331393- 201411111/30/1412/1/1426621106Clarence P WilliamsLALOUISIANAW22$1,000.000 December 2014Sales System NumberDate of SaleExtract DateSales Consultant IDSC Full NameStateRegion TerritoryTax TypeTotal ContractsTotal SalesTotal Cancellations265005-
- 11. 201411112/1/141/1/1526354410Adriano F RuccoFLFL/HISOUTH FLORIDA10990$0.000265288- 201411112/1/141/1/1540278386Carol P. WiareARSOUTHWESTARKANSAS10995$10,000.003410718- 201411112/1/141/1/1526621106Benjamin FrankLASOUTHLOUISIANAW210$0.0010265609- 201411112/2/141/1/1566464667Victor manuterGASOUTHATLANTA-NORTH GEORGIAW29$7,000.003265440- 201411112/3/141/1/1541107218Francisco A TravasMSSOUTHWESTMISSISSIPPI10993$4,000.000266104- 201411112/3/141/1/1526354410Debbie SmithFLFL/HISOUTH FLORIDA10991$500.000333704- 201411112/4/141/1/1557575758Kelly L HestonFLFL/HISOUTH FLORIDA10999$2,000.005331393- 201411112/5/141/1/1526621106Jeremy S NovaLASOUTHLOUISIANAW21$1,000.000407148- 201411112/6/141/1/1583748200Jacqueline M BusterTXSOUTHSAN ANTONIO10990$0.000265752- 201411112/6/141/1/1526150025Jennifer JonesNYNORTHDOWNSTATE NEW YORKW218$7,000.005265823- 201411112/7/141/1/1526152889Debbie SmithFLFL/HISOUTH FLORIDA109914$1,000.0013407886- 201411112/8/141/1/1526621106Debbie SmithLASOUTHLOUISIANAW211$0.0011265801- 201411112/9/141/1/1526526109Enrique DimitNYNORTHDOWNSTATE NEW YORKW216$20,000.000315320- 201411112/9/141/1/1526161204Vanessa HansenNYNORTHDOWNSTATE NEW YORKW24$10,000.000399053- 201411112/10/141/1/1533255099William VegaNYNORTHDOWNSTATE NEW YORKW29$30,000.001265778- 201411112/11/141/1/1526520168Eugene
- 12. PeriterNYNORTHDOWNSTATE NEW YORKW20$5,000.000265758- 201411112/12/141/1/1535353356Erick WeareverNYNORTHDOWNSTATE NEW YORKW23$10,300.000265801- 201411112/13/141/1/1526457518Yaniri A UarlikeNYNORTHDOWNSTATE NEW YORKW218$7,000.0010332509- 201411112/14/141/1/1575265980Alicia NayenNYNORTHDOWNSTATE NEW YORKW216$20,000.000265068- 201411112/15/141/1/1533407197David N KiteARSOUTHWESTARKANSAS10990$0.000329247- 201411112/19/141/1/1533011618Alex V YorkKYSOUTHKENTUCKY10992$900.000266106- 201411112/20/141/1/1526325752Aisha T AmisherNYNORTHDOWNSTATE NEW YORKW216$20,000.000265862- 201411112/21/141/1/1526356778Douglas B BushFLFL/HISOUTH FLORIDAW21$5,000.000265848- 201411112/22/141/1/1533135393Andres A ReganKYSOUTHKENTUCKY10997$20,000.000407197- 201411112/23/141/1/1533233704Micah Rae JustinNYNORTHDOWNSTATE NEW YORK10991$0.000330618- 201411112/24/141/1/1526621106Micah Rae JustinLASOUTHLOUISIANAW22$0.002265980- 201411112/30/141/1/1512658262Clarence P WilliamsNYNORTHDOWNSTATE NEW YORKW216$20,000.000 Module 03 ExplanationDELETED OBJECTSEXPLANATION FOR DELETINGREMAINIG OBJECTSREASON FOR NOT DELETINGREGION COLUMNSince we have states and their territories we can get regional data from the spreadsheet so no need for reputationSALES SYSTEM NUMBERSthis can be useful in analysing the sales system numbers and determining
- 13. the most effective and most efficient sales numberOFFICE COLUMNwe can tell the state and local area where the clients come from hence no need for repeating where the clients are situatedDATE OF SALEthis column can be useful in determining the time period in which most transactions are carried out within the yearSC FIRST NAMEI have merged the second SC Name and the first SC Name in order to reduce the size of the spreadsheet.EXTRACT DATEthis is the column that shows us how fast sales are exctracted and extrapolated after a sale has been doneSALES CONSULTANT IDwe deleted the sales consultant ID column because we can use the sales consultants full names for absolute identificationSC FULL NAMEthis column combines all the names of the sales consultants eliminating repitiveness in the identity of sales consultantsSTATEthis is essential in analysing demographics of the population as a whole according to the regional and state distribution of the populationTERRITORYthis is Important in analysing the distribution of patriotic citizens within the individual statesTAX TYPEknowing the tax type can assist the data analysts to determine the most effective tax regime for its clientelleTOTAL CONTRACTSunderstanding the number of contracts done helps us understand the rate and levels of perfomance of the firm and sales consultants as a wholeTOTAL CANCELLATIONSthis helps us analyse the rate at which our consultants lose their potential customers