Describe the scope of the project, highlights of the assessment, key aspects of the report, and a summary of the findings.

Minor Project 1

Request: Please Build this and future projects of this type around my own organization which is named Integrity Residential Care Services, LLC. This organization provides companion and nursing services to individuals of the elderly and disabled populations. The companions are certified medication technicians which gives them the authorization to administer oral and topical medications as delegated by the registered nurse. Nursing staff including Licensed Vocational Nurses (LVNs) and Registered Nurses (RNs) use written orders from physicians in addition to the individual needs and desires to create and implement a plan of care (POC) conducive to the resident’s wellness. Services are billed through the Centers for Medicare and Medicaid (CMS); therefore, they are subject to CMS guidelines. I just wanted to give you a little insight into the business itself; I hope this helps. Please feel free to contact me with any requests, questions, or concerns. Also, I prefer the use of APA. Thank you!

Minor Project 1 – Organizational Assessment
Minor project 1 and minor project 2 are to prepare you for the final major project (Management Plan). Throughout the three projects, you are expected to use the same company of your choice this company could be your own business, a business idea that you have, a friends business, a clients business, the business/organization for which you work, or a public organization. You may use a for-profit or a not-for-profit organization. It is important that you use a small business as a large business will likely be too complex.

Minor Projects 1 and 2 are assessments only. Do not start making recommendations for change until the Major Project. Conduct thorough research of the organization, the environment, the market, and other aspects that will aid in formulating a management plan in the Major Project. You may use interviews with organizational staff, collect organizational data from the firm, and conduct research from outside sources to assist in gathering the needed information.
Please keep in mind that the more effort you put into the minor projects, the easier it will be for your major project.

The paper should be a minimum of 6 pages, single-spaced, with a minimum of eight references.

The report should be business-like. It should be professional in appearance and provide accurate information. It does not need to conform to APA standards, but proper attribution of sources and references should be included. Feel free to customize the report with any charts, graphs or illustrations that would enhance the recipient’s understanding of the data. Do not bog down the body of the report with extensive details, use the appendix for any additional reports or content that may be appropriate.

Below is the outline to be used in the conduct of the assessment:

Management Plan – Organizational Assessment
Minor Project 1 Outline
1. Executive Summary – Describe the scope of the project, highlights of the assessment, key aspects of the report, and a summary of the findings.
2. General Information
. Name of organization
a. Business structure (sole proprietorship, limited liability corporation, partnership or corporation)
b. Number of years in business
c. Industry (healthcare, automotive, construction, aerospace, etc.)
d. Segment (specific area within an industry)
e. Number of employees
f. Products/service offered
g. Location(s)
h. Public/privately held
i. Parent corporation/company
j. Ownership type
3. Mission Statement
4. Vision Statement
5. Stated Organizational Goals
6. Internal Analysis
. Current strategy – What is the company doing (acquisition, market expansion, new product development, etc.)? The strategy may include low-cost leadership, differentiation, strategic alliances, etc. Other strategies may include vertical integration, retrenchment, joint venture, diversification, focus, etc.
. When was strategy last changed? Has the strategy changed often? Has it been steadfast? If it has changed recently, why did it change?
a. Planned change programs Producing new products/services, new technologies, new processes?
b. Corporate Culture Describe the atmosphere (innovative, competitive, cost-conscious, customer-focused, employee-focused, etc.). Use adjectives to describe the culture.
c. Constraints Any impositions on the company that may hinder changes? May include Owner or board constraints, fiscal, legal, etc.
d. Provide Organizational Chart
. Provide the lines of authority and communication.
e. Quality of control and decision making – Is the organization hierarchical or organic?
f. Core Competency Assessment
. Capability – Core competencies provide a competitive advantage and firm performance.
i. Capability Type What is the core competence
0. Valuable capabilities create value by exploiting opportunities or neutralizing threats.
1. Rare capabilities are possessed by almost no current or potential competitor.
2. Costly to imitate capabilities are those that other firms cannot easily develop.
3. Non-substitutable capabilities are that that have no strategic equivalent.
ii. Competitive Consequences Choose from: Competitive disadvantage, Competitive Parity, Temporary competitive advantage, Sustainable competitive advantage
iii. Performance Implications Choose from: Below average returns, Average returns, Average-to-above average returns, Above average returns
Capability Type of Core Competence Competitive Consequences Performance Implications

1. Environmental Analysis (trends/changes) What are some changes or trends that will affect the organization?
. Economic (inflation, interest rates, etc.)
a. Regulatory/Legislative (regulations, standards, requirements, etc.)
b. Political (political leanings that may affect the industry/organization)
c. Legal (laws, ordnances, etc.)
d. Demographic (cultural, gender, age, etc.)
e. Attitudes/Lifestyles
f. Technological (emergent technologies, innovations, etc.)
g. Other trends
2. Market Analysis/Summary
l. Who is the market? Who is the firms customers? Describe concisely (geographically, demographically, etc.)
m. What are the customers current needs? What are they seeking? What do they want/expect?
n. What are the customers future needs?
o. What are the current distribution channels? – How do the products/services reach the customers (retailers, sales reps, wholesalers, etc.)?
p. How price-sensitive are customers?
q. What is the current pricing strategy?
r. What are some market/customer trends? What changes are occurring with your customers?
3. Summary
4. Appendix

Last Completed Projects

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