Develop and record a 10–12-slide executive-level presentation with speaker notes, of the SMART objectives

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.

Develop and record a 10–12-slide executive-level presentation with speaker notes of the SMART objectives

**Title Slide:**

– Title: Strategic Plan Implementation: SMART Objectives and Recommendations

– Presenter’s Name: [Your Name]

– Date: [Date]

– Organization: [Organization’s Name]

 

**Slide 1: Introduction**

– Welcome and Introduction

– Purpose of the Presentation

– Agenda Overview

 

**Slide 2: Overview of Strategic Plan**

– Brief Recap of the Organizational Strategic Plan

– Key Goals and Objectives

– Importance of Strategic Plan Implementation

 

**Slide 3: SMART Objectives**

– Explanation of SMART Objectives (Specific, Measurable, Achievable, Relevant, Time-bound)

– Importance of SMART Objectives in Achieving Organizational Goals

– Example: Turning General Goals into SMART Objectives

 

**Slide 4: Strategy 1: Enhance Patient Experience**

– SMART Objective: Increase Patient Satisfaction Scores by 20% within 12 months

– Performance Indicator: Patient Satisfaction Surveys

– Metric: Average Score on Satisfaction Surveys

– Strategic Plan Recommendation: Implement Patient-Centered Care Initiatives

 

**Slide 5: Strategy 2: Improve Staff Engagement**

– SMART Objective: Reduce Staff Turnover Rate by 15% within 18 months

– Performance Indicator: Staff Turnover Rate

– Metric: Percentage of Staff Turnover

– Strategic Plan Recommendation: Implement Employee Recognition Programs

 

**Slide 6: Strategy 3: Enhance Operational Efficiency**

– SMART Objective: Reduce Wait Times for Appointments by 30% within 6 months

– Performance Indicator: Appointment Wait Times

– Metric: Average Time from Appointment Request to Appointment Date

– Strategic Plan Recommendation: Implement Lean Process Improvement Strategies

 

**Slide 7: Strategy 4: Increase Community Engagement**

– SMART Objective: Increase Community Outreach Events by 50% within 12 months

– Performance Indicator: Number of Community Outreach Events

– Metric: Count of Events Held

– Strategic Plan Recommendation: Expand Partnerships with Local Organizations

 

**Slide 8: Strategy 5: Improve Financial Sustainability**

– SMART Objective: Increase Revenue from Grants by 25% within 24 months

– Performance Indicator: Grant Revenue

– Metric: Total Amount of Grant Funding Secured

– Strategic Plan Recommendation: Develop Grant Writing Workshops for Staff

 

**Slide 9: Balanced Scorecard**

– Overview of Balanced Scorecard Approach

– Visual Representation of Performance Indicators and Metrics

– Analysis of Performance in Each Area

 

**Slide 10: Recommendations for Strategy Refinement**

– Review of Performance Data from Balanced Scorecard

– Identification of Areas for Improvement

– Suggestions for Revising Strategies to Address Performance Gaps

 

**Slide 11: Conclusion**

– Summary of Key Points

– Importance of SMART Objectives and Performance Measurement

– Commitment to Continuous Improvement

 

**Slide 12: Questions and Discussion**

– Inviting Questions and Comments from the Audience

– Contact Information for Further Inquiries

 

*Speaker Notes:*

– Provide detailed explanations and talking points for each slide to guide the presenter during the presentation.

– Include additional information, examples, and references to support key points and recommendations.

 

*References:*

– List all sources cited or consulted in the presentation in APA format.

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.

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?

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 Onewith three objectives (2 minutes).
  • Slide 5: Recommend Overarching Strategy Twowith three objectives (2 minutes).
  • Slide 6: Recommend Overarching Strategy Threewith three objectives (2 minutes).
  • Slide 7: Recommend Overarching Strategy Fourwith 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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