organizational analysis 1 of 4

GRADING RUBRIC MUST BE FOLLOWED

MUST USE REFERENCES WITHIN PAST 5 YEARS and PEER SCHOLASTIC JOURNALS AND REFERENCES MUST BE USED TO BACK UP FINDINGS

Conduct a five-part organizational analysis of a health care organization in Florida. There is a 5 page limit for this assessment; provide as much detail and information as possible in a direct and concise way.

Questions to Consider:

• What are the most critical qualities an excellent leader in health care should have?
• How do effective leaders motivate teams to achieve organizational targets?
• How do different leadership styles impact organizational success?
• How familiar are you with different organizational structures?
• What challenges do finite financial resources create for leaders?

Required Deliverables

Parts 1–3 of this five part assessment will guide the recommendations you make in Part 4, and help determine what form of leadership is needed in Part 5.

• Part 1: SWOT (Strengths, Weaknesses, Opportunities, Threats) or PEST (Political, Economic, Socio-cultural, Technological) Analysis Table.
• Part 2: Brief Organizational Assessment Narrative and Organizational Scorecard Table.
• Part 3: Brief Gap Analysis Narrative and Gap Analysis Table.
• Part 4: Executive Briefing Report.
• Part 5: Brief Leadership Implications Narrative.

Preparation

Before you create and submit your Deliverables, select a familiar health care organization to use in each assessment in this course. Choose the organization where you currently work, an organization where you have previously worked, or an organization where you might like to work in the future.

Directions

Conduct an organizational analysis for your selected organization. Incorporate each of the following parts and be sure you carefully read the requirements for each.

Part 1: Environmental Assessment

Conduct a brief environmental analysis using a tool such as SWOT or PEST and summarize your findings in table format. You may choose to do both a SWOT and a PEST (or other) analysis, but you are only required to do one. Include impact from the Affordable Care Act in your analysis.

Part 2: Organizational Assessment

Create a table based on your internal analysis of the organization’s mission, vision, values, culture, and strategic direction. Then, write a brief narrative in which you explain the organization’s mission, vision, values, and culture, as well as the current strategic direction.

• Apply a framework such as the organizational, or balanced, scorecard to measure performance relative to the strategy. Indicate if the strategy fits the external environment.
• You may use any table format you wish, but be sure you include 1–2 priority performance indicators, internal benchmarks or targets (be sure you include financial and quality targets), and the four categories.

Note: Part 2 is comprised of your brief narrative and the organizational scorecard in table format.

Part 3: Gap Identification

Select 1–2 priority performance indicators within each of the four major categories: business operations, finance, customer satisfaction, and organizational learning and growth.

• Identify the performance measurements and internal benchmarks or targets for each of the priority performance indicators. Be sure you include financial and quality targets. Use a table similar to the organizational scorecard to identify the gaps between desired and actual performance. Be sure you integrate the strategic direction and scorecard into your gap identification.
• Conduct a gap analysis of actual to benchmark or target outcomes. Refer to and integrate the organizational strategic direction and scorecard. Briefly explain any additional gaps you identified between stated organizational values and actual culture.

Note: Part 3 is comprised of your gap identification table and a brief narrative.

Part 4: Leadership Recommendation

Write an executive briefing report in which you clearly and concisely outline evidence-based recommendations to close the identified gaps and better align with organizational strategy and targets.

• Include within your recommendations the resources that will be needed, such as human, financial, technical, and so on. Be sure that you reference your resources to support your recommendations. Keep in mind that this is an executive briefing report; you want to be thorough while still being concise.
• Reference a minimum of five resources in this assessment. Look for professional, scholarly research articles on improving performance in health care organizations, how the Affordable Care Act is affecting health care organizations, and other related topics to use in guiding the recommendations you will make to close the gaps you have identified.

Part 5: Leadership Implications

Write a brief narrative in which you explain the role of the organization’s leader with regard to shaping strategic direction, aligning organizational values and culture, and managing change. What are the critical success competencies needed to achieve desired organizational outcomes? Cite your resources to support your statements.

Resources:

Accountable Care Organizations

• McWilliams, J. M., Chernew, M. E., Landon, B. E., & Schwartz, A. L. (2015). Performance differences in year 1 of pioneer accountable care organizations. The New England Journal of Medicine, 372(20), 1927–1936.
  • This article examines the differences in Medicare spending between ACOs and non-ACOs after one year.

• McWilliams, J. M., Hatfield, L. A., Chernew, M. E., Landon, B. E., & Schwartz, A. L. (2016). Early performance of accountable care organizations in Medicare. The New England Journal of Medicine, 374(24), 2357–2366.

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Gap Analysis

• Beauvais, A. M., Kazer, M. W., Aronson, B., Conlon, S. E., Forte, P., Fries, K. S., . . . Sundean, L. J. (2017). After the gap analysis: Education and practice changes to prepare nurses of the future. Nursing Education Perspectives, 38(5), 250–254.

Organizational Analysis and Improvement

• Höög, E., Lysholm, J., Garvare, R., Weinehall, L., & Nyström, M. E. (2016). Quality improvement in large healthcare organizations. Journal of Health Organization and Management, 30(1), 133–153.

Leadership

These chapters in this text help to describe leadership theory and leadership styles along with competencies associated with health care quality.

• Ledlow, G. R., & Coppola, M. N. (2014). Leadership for health professionals: Theories, skills, and applications (2nd ed.). Burlington, MA: Jones & Bartlett Learning. Available from the bookstore.

These chapters in the Rubino text define leadership behaviors and help promote the importance of cultural competence.

• Rubino, L. G., Esparza, S. J., & Chassiakos, Y. S. R. (2014). New leadership for today’s health care professionals: Concepts and cases. Burlington, MA: Jones & Bartlett Learning. Available from the bookstore.

• Core, A. (2014). Teams-Success under stress. Journal for Quality and Participation, 37(3), 30–33.

• Cowan, L. D. (2014). E-Leadership: Leading in a virtual environment – Guiding principles for nurse leaders. Nursing Economics, 32(6), 312–319, 322.

Health Care Finance

• Healthcare Financial Management Association. (2018). Retrieved from http://www.hfma.org

• Neprash, H. T., Wallace, J., Chernew, M. E., McWilliams, J. M. (2015). Measuring prices in health care markets using commercial claims data. Health Services Research, 50(6), 2037–2047.

 

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