Your Strategic Planning Report has been reviewed and you have been asked to present to key stakeholders at a strategic visioning session. This is the next step in moving your plan toward implementation and your practice context
Prepare a 15-20 slide presentation of the strategic plan you developed in Assessment 3, to be delivered to key stakeholders at a strategic visioning session.
Collapse All
Introduction
The implementation and success of a strategic plan depends on the support of key stakeholders. This in turn depends on your ability to communicate clearly and persuasively with decision makers and to sell your vision of the future. You must also be able to lead the initiative and sustain strategic direction. This assessment provides you with an opportunity to showcase your strategic thinking and exercise the communication skills necessary to move your strategic plan forward toward implementation.
Note:Â In this assessment, you will develop a presentation to stakeholders for the strategic plan you developed in Assessment 3.
Professional Context
As a nurse leader, you may be called upon to present initiatives you have been involved in developing to various stakeholders in your care setting. When asked to this, it is vital you are able to frame your message in a way that makes sense and addresses the viewpoints of those stakeholders. To foster the needed buy-in from your audience, you will want to focus your message so that only key and relevant information is given. Developing presentation skills can be valuable to nurse leaders who want to ensure that initiatives in their care setting are being developed, implemented, and sustained.
Scenario
Your Strategic Planning Report has been reviewed and you have been asked to present to key stakeholders at a strategic visioning session. This is the next step in moving your plan toward implementation and your practice context toward improvement. Your audience may depend on the nature of your strategic plan. For example, if it has organization-wide implications, you may be presenting to the CEO. If it is focused on a community health project, your audience might be a group of community leaders. If your plan concerns a few departments or teams, you might be presenting to a group of nurse managers.
Instructions
For this assessment, create a presentation that will facilitate discussion about an implementation plan—including operational recommendations and strategic control mechanisms—for your strategic plan. It is recommended that this be accomplished by creating a PowerPoint presentation, with notes for each slide, and using the program to help you record audio for each slide.
·       If you have technical difficulties in recording your audio, you may instead include a full script of what you intended to say in the notes section of each slide, in place of recording audio. You can also use other technology as long as it enables you to capture video of presentation slides and record audio. Please contact your instructor before using a different technology.
·       As mentioned earlier in the course, if you require the use of assistive technology or alternative communication methods to participate in this activity, please contact Disability Services to request accommodations.
Note:Â Include an image of your SOAR analysis as a picture on a slide. The bullet points below correspond to grading criteria in the rubric. Be sure your work is, at minimum, addressing each of the bullets. You may want to read the Strategic Visioning With Stakeholders rubric to better understand how each grading criterion will be assessed.
Include, or explicitly address, the following in your presentation:
·       Summarize the plan you have developed with 2–3 main goals, along with your corresponding metrics, targets, and initiatives to help the organization achieve the strategic direction for improvement in quality or safety.
·       Explain how you would communicate your plan to stakeholders and constituencies that are essential to the implementation and sustainability of your strategic direction.
·       Explain the strategic goals and action steps for reconfiguring and aligning the structure, systems, shared values, management style, staff, and skills of the care setting to the main objectives.
·       Describe how you would evaluate the success of the implementation and outcomes of your strategies, compared to current measurement benchmarks in the care setting.
·       Explain the cultural, ethical, and regulatory considerations that you applied to your decision making in designing your strategic and implementation plans.
·       Explain your role as a nurse leader within your proposed strategic direction, citing the leadership theories that helped inform your explanation.
·       Advocate for the relevance of your leadership qualities and skills to successfully facilitate your strategic direction.
·       Communicate with stakeholders in a professional and respectful way to build buy-in and partnerships around your proposed strategic direction.
·       Integrate relevant sources to support assertions, correctly formatting citations and references using APA style.
Submission Requirements
·       Format and length of submission:
o  A PowerPoint presentation containing 15–20 slides.
o  Recorded audio of you presenting your PowerPoint that is 10–15 minutes in length and is targeted at key stakeholders in the context of your strategic plan (that is, CEO if your plan is organization-wide, community leaders if it is a community health project, or the nurse manager of a specific department or team).
o  Speaker notes are required and must match the audio recording.
·       What to submit: Along with your recording, submit your slides with speaker notes as a PDF.
o  Save your PowerPoint files as a PDF with notes.
o  The speaker notes will be processed through Turnitin.
o  Refer to the Presentation Assessment Resources for help.
·       Number of references: Cite a minimum of 5–7 sources of scholarly or professional evidence to support your analysis.
·       APA formatting: Resources and citations are formatted according to current APA style.
Competencies Measured
By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and rubric criteria:
·       Competency 1: Evaluate qualities and skills that promote effective leadership within healthcare organizations.
o  Advocate for the relevance of one’s own leadership qualities and skills to successfully facilitate a strategic direction.
·       Competency 2: Integrate evidence based strategies to lead high performing healthcare teams to meet organizational quality and safety goals.
o  Summarize a plan to help the organization achieve a strategic direction for improvement in quality or safety, with corresponding metrics, targets, and initiatives.
o  Explain the strategic goals and action steps for reconfiguring and aligning the structure, systems, shared values, management style, staff, and skills of the care setting to the main objectives.
o  Describe a framework for evaluating the success of the implementation and outcomes of new strategies, compared to current measurement benchmarks in the care setting.
·       Competency 3: Apply cultural, ethical, and regulatory considerations to leadership decision making.
o  Explain the cultural, ethical, and regulatory considerations that apply to decision making in designing strategic and implementation plans.
·       Competency 4: Integrate leadership and healthcare theories into the role of the nurse leader.
o  Explain one’s role as a nurse leader within a proposed strategic direction, citing relevant leadership and healthcare theories in support.
·       Competency 5: Communicate with stakeholders and constituencies to build collaborative partnerships and create inclusive work environments.
o  Explain strategies to communicate with stakeholders and constituencies that are essential to the implementation and sustainability of a strategic direction.
·       Competency 6: Communicate effectively with diverse audiences, in an appropriate form and style, consistent with applicable organizational, professional, and scholarly standards.
o  Create a presentation that is clear, organized, and free of errors. Detailed speaker notes are provided.
o  Record the presentation in a clear, professional tone and limit to 10–15 minutes.
o  Communicate clearly and effectively with stakeholders and colleagues, incorporating supporting evidence using APA style citations and references, and adhering to organizational, professional, and scholarly communication standards.
Scoring Guide
Use the scoring guide to understand how your assessment will be evaluated.
Collapse All
Criterion 1
Summarize a plan to help the organization achieve a strategic direction for improvement in quality or safety, with corresponding metrics, targets, and initiatives.
Distinguished
Summarizes a plan to help the organization achieve a strategic direction for improvement in quality or safety, with corresponding metrics, targets, and initiatives; notes inherent weaknesses or threats.
Proficient
Summarizes a plan to help the organization achieve a strategic direction for improvement in quality or safety, with corresponding metrics, targets, and initiatives.
Basic
Attempts to summarize a plan to help the organization achieve a strategic direction for improvement in quality or safety, but the plan lacks corresponding metrics, targets, or initiatives, or is impractical or poorly suited to the desired improvement.
Non Performance
Does not summarize a plan to help the organization achieve a strategic direction for improvement in quality or safety.
Criterion 2
Explain strategies to communicate with stakeholders and constituencies that are essential to the implementation and sustainability of a strategic direction.
Distinguished
Explains strategies to communicate with stakeholders and constituencies that are essential to the implementation and sustainability of a strategic direction; identifies assumptions on which the strategies are based.
Proficient
Explains strategies to communicate with stakeholders and constituencies that are essential to the implementation and sustainability of a strategic direction.
Basic
Attempts to explain strategies to communicate with stakeholders and constituencies that are essential to the implementation and sustainability of a strategic direction, but the strategies are impractical, unrealistic, or inappropriate for the audiences.
Non Performance
Does not explain strategies to communicate with stakeholders and constituencies that are essential to the implementation and sustainability of a strategic direction.
Criterion 3
Explain the strategic goals and action steps for reconfiguring and aligning the structure, systems, shared values, management style, staff, and skills of the care setting to the main objectives.
Distinguished
Explains the strategic goals and action steps for reconfiguring and aligning the structure, systems, shared values, management style, staff, and skills of the care setting to the main objectives; proposes criteria for evaluating the success of orientation and on-boarding.
Proficient
Explains the strategic goals and action steps for reconfiguring and aligning the structure, systems, shared values, management style, staff, and skills of the care setting to the main objectives.
Basic
Attempts to explain the strategic goals and action steps, but the plan is impractical or does not sufficiently address the structure, systems, shared values, management style, staff, and skills of the care setting.
Non Performance
Does not explain the strategic goals and action steps.
Criterion 4
Describe a framework for evaluating the success of the implementation and outcomes of new strategies, compared to current measurement benchmarks in the care setting.
Distinguished
Describes a framework for evaluating the success of the implementation and outcomes of new strategies, compared to current measurement benchmarks in the care setting; identifies areas of uncertainty or knowledge gaps.
Proficient
Describes a framework for evaluating the success of the implementation and outcomes of new strategies, compared to current measurement benchmarks in the care setting.
Basic
Proposed framework for evaluation lacks description of successful implementation or outcomes, or reference to existing benchmarks, data collection plans, or prioritization.
Non Performance
Does not describe a framework for evaluating the success of the implementation and outcomes of new strategies, compared to current measurement benchmarks in the care setting.
Criterion 5
Explain the cultural, ethical, and regulatory considerations that apply to decision making in designing strategic and implementation plans.
Distinguished
Explains the cultural, ethical, and regulatory considerations that apply to decision making in designing strategic and implementation plans; identifies potential conflicts related to cultural, ethical, and regulatory considerations.
Proficient
Explains the cultural, ethical, and regulatory considerations that apply to decision making in designing strategic and implementation plans.
Basic
Attempts to explain the cultural, ethical, and regulatory considerations, but some considerations are missing, or it is not clear that they have been applied to decision making.
Non Performance
Does not explain the cultural, ethical, and regulatory considerations that apply to decision making in designing strategic and implementation plans.
Criterion 6
Explain one’s role as a nurse leader within a proposed strategic direction, citing relevant leadership and healthcare theories in support.
Distinguished
Explains one’s role as a nurse leader within a proposed strategic direction, citing relevant leadership and healthcare theories in support; identifies assumptions.
Proficient
Explains one’s role as a nurse leader within a proposed strategic direction, citing relevant leadership and healthcare theories in support.
Basic
Attempts to explain one’s role as a nurse leader within a proposed strategic direction, but fails to cite relevant leadership or healthcare theories in support.
Non Performance
Does not explain one’s role as a nurse leader within a proposed strategic direction, citing relevant leadership and healthcare theories in support.
Criterion 7
Advocate for the relevance of one’s own leadership qualities and skills to successfully facilitate a strategic direction.
Distinguished
Advocates for the relevance of one’s own leadership qualities and skills to successfully facilitate a strategic direction, including plans that acknowledge personal opportunities for growth.
Proficient
Advocates for the relevance of one’s own leadership qualities and skills to successfully facilitate a strategic direction.
Basic
Attempts to advocate for the relevance of one’s own leadership qualities and skills to successfully facilitate a strategic direction, but fails to make a convincing case for being the one to lead this initiative.
Non Performance
Does not advocate for the relevance of one’s own leadership qualities and skills to successfully facilitate a strategic direction.
Criterion 8
Create a presentation that is clear, organized, and free of errors. Detailed speaker notes are provided.
Distinguished
Creates a presentation that is clear, organized, and free of errors; presentation is visually appealing and uses appropriate graphics. Speaker notes are detailed and convey a professional tone.
Proficient
Creates a presentation that is clear, organized, and free of errors. Detailed speaker notes are provided.
Basic
Creates a presentation that is clear and organized, but contains errors that detract from the intended purpose. Speaker notes are provided, but lack detail.
Non Performance
Presentation is difficult to read or follow and contains several errors. Speaker notes are not provided.
Criterion 9
Record the presentation in a clear, professional tone and limit to 10–15 minutes.
Distinguished
Records the presentation in a clear, professional tone and limits to 10–15 minutes. Content delivery is focused, smooth, and well-rehearsed.
Proficient
Records the presentation in a clear, professional tone and limits to 10–15 minutes.
Basic
Records the presentation, but it lacks a clear, professional tone or does not meet time requirements.
Non Performance
Does not record the presentation.
Criterion 10
Communicate clearly and effectively with stakeholders and colleagues, incorporating supporting evidence using APA style citations and references, and adhering to organizational, professional, and scholarly communication standards.
Distinguished
Communicates clearly and effectively with stakeholders and colleagues. Supports assertions, arguments, and conclusions with relevant, credible, and convincing evidence. Exhibits strict and nearly flawless adherence to organizational, professional, and scholarly communication standards, including APA style and formatting.
Proficient
Communicates clearly and effectively with stakeholders and colleagues, incorporating supporting evidence using APA style citations and references, and adhering to organizational, professional, and scholarly communication standards.
Basic
Clear, effective communication is inhibited by insufficient supporting evidence, inconsistent APA style citations and references, and minimal adherence to applicable communication standards.
Non Performance
Does not communicate clearly and effectively with stakeholders and colleagues, incorporating supporting evidence using APA style citations and references, and adhering to organizational, professional, and scholarly communication standards.