Organizational Direction

Overview
Prepare a 3–5 page report that analyzes the critical connections between the organization’s mission, objectives, and goals, and the development and implementation of a strategic plan. Explain the importance of integrating the needs of stakeholders into the strategic plan, analyze the major sources of organizational resistance to change, and identify methodologies for evaluating the status of the organization in relation to its environment.
Note: The assessments in this course are presented in sequence and must be completed in order.
By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria:
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• Competency 1: Evaluate the role of an effective planning process in the strategic management of health care organizations.
o Identify appropriate methodologies for evaluating the current status of the organization in relation to its broader environment.
Competency 2: Apply strategic management principles to analyze the mission, vision, core values, goals, and governance of health care organizations.
o Analyze the critical connections between the organization’s mission, objectives, and goals, and the development and implementation of a strategic plan.
o Analyze the major sources of organizational resistance to change.
Competency 3: Analyze the effect of internal and external environments on the strategic planning process within health care organizations.
o Explain the importance of integrating the needs and agendas of internal and external organizational stakeholders into the strategic plan.
Competency 5: Communicate in a manner that is professional and consistent with expectations for business professionals.
o Write content clearly and logically with correct use of grammar, punctuation, and mechanics.
Competency Map
Check Your ProgressUse this online tool to track your performance and progress through your course.
Context
According to Zuckerman (2012), “Identifying organizational direction initiates in earnest the process of looking forward to chart what the organization’s future might be. This activity sets high-level direction encompassing mission, vision, overall organizational strategy, and values” (p. 57).
Part of strategic management includes the ability to analyze the relationship between a health care organization’s mission, core values and goals, and the development of a strategic plan. It also requires the ability to integrate the needs and agendas of various internal and external organizational stakeholders into the strategic plan, recognize the challenges created by organizational resistance to change, and how to select and use appropriate methodologies to evaluate the current status of the organization in relation to its broader environment.
Reference
Zuckerman, A. (2012). Healthcare strategic planning (3rd ed.). Chicago, IL: Health Administration Press.
Questions to Consider
To deepen your understanding, you are encouraged to consider the question below and discuss it with a fellow learner, a work associate, an interested friend, or a member of your professional community.
What do you think would be the consequences of a strategic management plan that did not align to an organization’s mission, vision, and values?
Resources
Required Resources
The following template is required to complete Assessment 4:
Worksheet 4.

Organizational Direction
The following resources address the topic of organizational direction:
Zuckerman, A. M. (2012). Healthcare strategic planning (3rd ed.). Chicago, IL: Health Administration Press. (Available for purchase in the Capella University Bookstore.)
o Chapter 4, “Activity 2: Identifying Organizational Direction,” pages 57–76.
Mission Statement.
o Complete the interactive. This will generate an e-mail of your inputs. You may use this information to complete Assessment 4.
Organizational Leadership
These resources examine the role of leadership in health care organizations:
Schyve, P. M. (2009). Leadership in healthcare organizations: A guide to Joint Commission leadership standards. The Governance Institute. Retrieved from https://www.jointcommission.org/assets/1/18/WP_Leadership_Standards.pdf
Lindsey, J. S., & Mitchell, J. W. (2012). Tomorrow’s top healthcare leaders: 5 qualities of the healthcare leader of the future. Becker’s Hospital Review. Retrieved from http://www.beckershospitalreview.com/hospital-management-administration/tomorrows-top-healthcare-leaders-5-qualities-of-the-healthcare-leader-of-the-future.html
Exemplar resources for the course
It may be helpful for you to review these exemplars prior to beginning your work on the assessment.
Johns Hopkins. (2013). John Hopkins Medicine strategic plan. Retrieved from http://www.hopkinsmedicine.org/strategic_plan/_docs/JHM%20Strategic%20Plan_Sept2013.pdf
Niles, N. J. (2010). A case study in strategic financial planning in health service organizations. Journal of Business Case Studies, 6(5), 23–29.
Howard, B. (2015). St. Michael’s Hospital Strategic Plan 2015–2018 | Transcript. Retrieved from https://www.youtube.com/watch?v=UQ3pOf5JLIM
Strategic Management Case Study
If you do not currently work for a health care organization, or if you prefer not to use the organization where you work for the course assessments, you may choose to use this case study to complete the assessments:
Community Hospital Healthcare System: A Strategic Management Case Study.
Assessment Instructions
Preparation
You will use the same organization used for the previous assessments.
Complete Worksheet 4, located in the Resources section of this assessment. You may also use the output generated from the Mission Statement media piece linked in the Suggested Resources section. You will not submit the worksheet or the Mission Statement output, but will use the information to develop a report on the organization you selected.
Assessment Requirements
Use the information from Worksheet 4, and the Mission Statement output if you wish, to prepare a 3–5 page report that includes the following:
Analyze the critical connections between the organization’s mission, objectives, and goals, and the development and implementation of a strategic plan.
o Briefly describe the organization’s mission, objectives, and goals.
o Briefly explain the importance of a strategic plan for an organization.
o Explain the importance of a strategic plan to support an organization’s mission, objectives, and goals.
Explain the importance of integrating the needs and agendas of internal and external organizational stakeholders into the strategic plan.
Identify appropriate methodologies for evaluating the current status of the organization in relation to its broader environment.
Analyze the major sources of organizational resistance to change.
o Identify the major sources of resistance to change.
o Explain the challenges these create for the organizational leader.
o Provide strategies for overcoming resistance to change.
Format your assessment as a report and be sure it is organized logically, using headings and sub-headings appropriately. Follow APA guidelines for in-text citations and references.
Additional Requirements
Report length: 3–5 double-spaced pages, not including title page and reference page.
References: A minimum of three professional resources.
Format: Use APA format for all in-text citations and references. Include a title page and reference page.
Font and font size: Times New Roman, 12 point.

Worksheet 4
Analyzing the Direction
Complete this matrix using the readings from Chapter 3 of the textbook, additional readings and video materials, as well as the case study for this course. Use the information you collect here to complete an initial plan for the development and dissemination of the strategic planning documents you will develop throughout the course.

Mission Vision Values Strategy

Task Outcome
Define barriers and resistance.
Identify methods to overcome barriers and resistance.

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