Portfolio Project #1 provides data from a hypothetical organization. The data can be found in the Modules tab underneath the assignment.

You will create a strategic plan that aligns the human resources (HR) function with the organization’s mission, vision, and objectives. The overall scope of the Portfolio Project is to create a “Shared Services” structure for HR that will be housed at the organization’s corporate offices.

Milestone Deliverables due Weeks 2, 4 and 5

Week 2: Portfolio Milestone: Outline (25 points of the final Portfolio grade)

Prepare an outline of your plan project and submit it to your instructor for review. Please use APA format and include a two- to three-sentence description of each section.

Week 4: Portfolio Milestone: Annotated Bibliography (75 points of the final Portfolio grade)

A solid foundation of research will support the theoretical base and practical applications of your strategic plan. Prepare an annotated bibliography of the 10 or more sources you have selected. Submit the completed document to your instructor for review.

Week 5: Portfolio Milestone: Purpose Statement (50 points of the final Portfolio grade)

Most of us are aware of the term “purpose statement” but are unsure of its real meaning within an organization. It is a statement describing the organization’s purpose, or the reason for its existence. The purpose of an organization reflects a desired position in the marketplace. It should accurately answer to the questions below. The purpose statement is the written summary of those answers.

• Who are we?
• What do we do?
• For whom do we do this?
• How do we know when we are getting it done?

The purpose statement is the written summary of those answers. The most effective purpose statements are short, concise, and direct. A good purpose statement is between 2–3 sentences.

Answer the four questions above and create a purpose statement for your HR department. Submit the answers to the four questions and the purpose statement to your instructor for review.

NOTE: At this stage, you will need to name your company and decide the service they provide or products they manufacture.

For all Portfolio Milestone assignments: Although you will not earn points the weeks you submit these deliverables, they are required components of the Portfolio Project and you will lose points on your final project grade if you fail to submit these assignments as required by the end of the weeks they are due. See the Portfolio Project grading rubric on the Course Information page for details.

Final Deliverable due Week 8

Required Topics – Be sure to cover the following:

• Strategic Contribution,
• Personal Credibility,
• HR Delivery Metrics,
• Key Performance Measurements (KPM),
• Action Plan for each functional area,
• HR mission statement,
• HR vision statement and objectives.

Your strategic plan should include:

• Title Page
• Table of Contents
• Executive Summary
• Body of your plan
• Conclusion
• Reference Page
• Appendix (optional)

Submission requirements:

• Ten pages minimum (not including the title page, table of contents, reference page or appendix) will be needed to complete the project.
• Support your analysis and recommendations with 5 credible sources documented in accordance with the CSU-Global Guide to Writing and APA Requirements (Links to an external site.)Links to an external site..

Use the Internet or Strayer online database to research the current health care delivery structures—both private and public—within your state.

Write a 6-8 page paper in which you:

1. Analyze the current health care delivery structure in your state. Compare and contrast the major determinants of healthcare market power.
2. Analyze the main competitive forces in the your healthcare delivery system in your state, and compare the major factors that influence the fundamental manner in which these competitive forces determine prices, supply and demand, quality of care, consumerism, and providers’ compensation.
3. Evaluate the positive benefits and negative aspects, respectively, of HMO managed care from the provider’s point of view—i.e., a physician and a healthcare facility—and from a patient’s point of view. Provide a rationale for your response.
4. Assess the efficiency of the types of economic incentives available to providers in the delivery of healthcare services in your own state.
5. Propose who bears the financial risk of a capitation payment system: the provider, the patient, or the consumer-driven health plan itself.
6. Use at least five (5) current references. Three of these references must be from current peer-reviewed sources to support and substantiate your comments and perspectives.

Your assignment must follow these formatting requirements:

• Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
• Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

The specific course learning outcomes associated with this assignment are:

• Explain how selected economic principles apply to the health care market and the provision of health care services.
• Analyze the factors that are influencing the demand and supply of health care services in the U.S.
• Assess current economic trends that influence the cost, quality, and access to care.
• Use technology and information resources to research issues in health economics.
• Write clearly and concisely about health economics using proper writing mechanics.

Grading for this assignment will be based on answer quality, logic / organization of the paper, and language and writing skills, using the following rubric.

Research

Each student will prepare a 8-10 page paper, not including cover page and references, that addresses the following question: What is the greatest challenge to US healthcare, why, and what would you recommend?

In the past, I’ve had students simply discuss each of those bulleted points below independently of what they consider to be the greatest challenge.  Do not do that.  If you discuss the role of government, you need to relate the role of government to what you consider to be the greatest challenge to U.S. healthcare.  If you write about current trends, then relate those current trends to the greatest challenge facing U.S. healthcare.

To fully address this question, the analysis MAY consider the following, but remember to tie it back to what you consider to be the single greatest challenge to U.S. healthcare:

• What role is played by government?
• Identify and analyze current trends in healthcare, including information technology, biotechnology, smart phones, health informatics, and other relevant technologies in the context of the overall US healthcare system.
• Address the impact of various stakeholders and influencers.
• How do education, workforce availability, and human capital issues affect healthcare?
• Identify key factors driving or limiting the further growth of healthcare.
• How do the social determinants of health impact? What other external factors might influence healthcare?
• Deliberate on the roles of professional obligation and ethics.

Grading considerations will include the following factors and apply the same rubric as above.

• Paper is 8 – 10 pages in length (not including cover page and references), is double spaced, uses 12 point font, and uses correct grammar and spelling
• Five external citations are included using APA style
• The paper identifies the issue, examines contributing factors, and applies critical analysis toward drawing a well-founded conclusion.
• All major assertions and predictions about the future are not just personal opinions but are supported by clear and coherent logic and appropriate external references

Write a three to six (3-6) page paper in which you provide the following information below.

Operations Plan (1 – 2 pages)

Note: Remember to assign a dollar amount to each operational cost you find, as you will need these figures for your income statement and cash flow in Week 8.

1. Create an operations plan for your NAB company using the template in the text as a guide (p. 214 | Operations Plan Preparation Form – Click here for help accessing a specific page number in your eBook). Extract appropriate information from the NAB Company portfolio, where applicable. Other required items in the template should be filled in using your personal preferences.
2. Provide a rationale for the competitive advantages section using appropriate functional-level and business-level strategies to explain the competitive advantages.Note: Much of the research pertaining to the hints provided here can be found in the NAB company portfolio.
3. Hints: Consider whether you will rent or buy your facilities or outsource production to an existing company.
4. Hints: One of your biggest expenses as a startup non-alcoholic beverage company will be transitioning from a small batch prototype of your beverage to production on a large scale. Research the equipment you will need (vats, refrigerators, burners, ovens, bottling equipment, and so on), whether you will rent or buy, how you will maintain and clean it, and so forth. Consider how you will ensure quality control. What capacity do you intend to reach?
5. Hints: Deliberate your inventory control. Where do your supplies come from and what is your turnaround time to produce your beverage once you have received an order?
6. Hints: Consider your distribution method. Refer back to your notes for the SWOT analysis assignment in Week 2 of class.
7. Hints: How will you stay abreast of new developments in your industry? What new products do you have in development now, in addition to your flagship product?
8. Describe your research and development activities and explain how they will contribute to the company.

Technology Plan (1 – 2 pages)

1. Create a technology plan for your NAB company using the template in the text as a guide (p. 227 | Technology Plan Preparation Form ). Extract appropriate information from the NAB Company portfolio, where applicable. Other required items in the template should be filled in using your personal preferences.
2. Provide a rationale for the personnel needs section by incorporating appropriate functional-level strategies.Hints: Consider the type of technology your company will use to conduct the following activities: manage personnel; take, fulfill, and track orders; manage inventory; communicate with customers and provide customer service; and produce your beverage.

Management & Organization (1 – 2 pages)

1. Create a management plan for your NAB company using the template in the text as a guide (p. 248 | Management Plan Preparation Form ). Extract appropriate information from the NAB Company portfolio, where applicable. Other required items in the template should be filled in using your personal preferences.
2. Using the flow charts on p. 242 as a guide, outline your company’s management hierarchy. Note: Charts or diagrams must be imported / included in the MS Word document.
3. Provide a rationale for the management structure and style section by incorporating appropriate functional-level strategies.
4. Format your assignment according to these formatting requirements:Cite the resources you have used to complete this exercise. Note: There is no minimum requirement for the number of resources used in the exercise.
5. Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; references must follow APA or school-specific format. Check with your professor for any additional instructions.
6. Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required page length.

The specific course learning outcomes associated with this assignment are:

• Create a plan to implement a firm’s strategy and manage the change from current operations.
• Describe strategic planning techniques used to formulate alternative strategies designed to achieve stated business goals.
• Use technology and information resources to research issues in strategic management.
• Write clearly and concisely about strategic management using proper writing mechanics.

Assignment 3 Part 2: Business Plan – Draft

Due Week 8 and worth 30 points

This assignment consists of two (2) sections: a draft of your business plan and an income statement containing your business plan financials (i.e. Week 7 Discussion “The Financials”). Note: You must submit both sections as separate files for the completion of this assignment.

You must intend to raise money for your startup company. You can start with money from friends and family but at some point you will need funds from outside investors, either angels or venture capitalists, depending on how much money you project you will need to raise. Another possible angle is to develop money through crowdfunding, assuming your product meets the demand of such audiences.

Before you can raise money, you must develop a business plan that convinces an investor that your company will succeed.

Section 1: Business Plan (MS Word or equivalent)

Read Chapters 18 and 19 of the course text: Successful Business Plan. Use the Plan Preparation Forms at the end of each chapter of Successful Business Plan as a rough guide.

Write an approximately fifteen to twenty (15-20) page draft of your business plan in which you:

1. Revise the components of the following previously submitted sections based on the feedback you have received.Company Description (Assignment 1)
2. Industry Analysis and Trends (Assignment 1)
3. Strategic Position & Risk Assessment (Assignment 1)
4. Target Market (Assignment 2)
5. Competition (Assignment 2)
6. Marketing Plan & Sales Strategy (Assignment 2)
7. Create an Ethics & Social Responsibility Plan.

Note: The Ethics & Social Responsibility plan should account for approximately three to five (3-5) pages of the Business Plan Draft.

1. Describe the ways in which your company is committed to being a good corporate citizen.
2. Hints: Consider the following areas:Creating jobs
3. Following the laws of every jurisdiction in which your company operates
4. Fair and honest treatment of employees
5. Non-discrimination of employees and increasing diversity of your work force
6. Hints: If your company is designed as a social venture—in which you have a primary purpose of achieving a social or environmental goal—describe what that goal is and what aspects of your company are designed to reach that goal. Provide a rationale for why you have or why you have not chosen this to be a social venture.
7. Discuss how your company’s activities will affect the environment and identify the steps you will take to mitigate any negative impacts.
8. Hints: As a beverage company, consider such issues as your choice of packaging, disposal of bottles / packages by consumers, and your use of resources, such as water in areas where water may be scarce.
9. Determine any health issues / claims related to the product you are making, whether negative or positive. Suggest the strategy your company will use to mitigate any negative issues, and to ensure any positive claims are true.
10. Many beverage products have negative health impacts on certain segments of a population (e.g., children, pregnant mothers, etc.). Suggest your company’s plan, through advertising, distribution, and / or other methods, to target and reach only appropriate market segments.
11. Format your assignment according to these formatting requirements:Cite the resources you have used to complete the exercise. Note: There is no minimum requirement for the number of resources used in the exercise.
12. Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; references must follow APA or school-specific format. Check with your professor for any additional instructions.
13. Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required page length.

Section 2: Business Plan Financials (MS Excel worksheets template)

1. For year one, revise and submit the Income Statement, Cash Flow Projections, and Balance Sheet sections from the “Business Plan Financials” MS Excel template (see: Course Required Files in Week 1).

The specific course learning outcomes associated with this assignment are:

• Describe strategic planning techniques used to formulate alternative strategies designed to achieve stated business goals.
• Create a plan to implement a firm’s strategy and manage the change from current operations.
• Analyze strategies for exerting the internal leadership needed to drive the implementation of strategic initiatives and improve operating excellence.
• Use technology and information resources to research issues in strategic management.
• Write clearly and concisely about strategic management using proper writing mechanics.

For this assignment, you will research the different ways that managers and leaders use communication to guide their organizations. BBA 2026, Organizational Communication 5 Feel free to use the same organization you researched for the Unit VI Case Study. You are not limited to this organization, but it may be easier to complete the assignment since you have already researched the organization in Unit VI. You can use the same sources for both assignments, if applicable.

Find an instance where the organizational leader communicates directly with his or her employees, investors, or customers. Analyze the message, the channel, and the potential for feedback. Do you believe that it is effective? Do you believe that it is the same type of message that a manager would send? Why, or why not? Remember to focus on the communication styles of both leaders and managers. Strive for an equal balance between the two types of communication styles in your assignment. Example: The Apple events that occur in Cupertino whenever Apple unveils a new product or service are examples of the type of communication you should be analyzing in this assignment. During the events, CEO Tim Cook addresses an audience of employees, investors, and the general public. Cook uses multiple channels to communicate with the audience, including a live face-to-face discussion, live streaming of the discussion, and a recorded video. For the assignment, you would view one of the events, analyze Cook’s message and the effectiveness of the channels, and discuss the potential for feedback. Analyze whether or not the message is an effective example of leadership. Explain whether or not you believe a manager could, or should, use the same types of channels to relay a message. Would it be effective? Note: You do not need to use Apple for this assignment. It is provided as an example only.

Use the standard five-paragraph format (introduction/body/conclusion). Include at least two academic sources. APA format should be used. The assignment should be a minimum of two pages in length, not including the title and reference pages. Times new roman 12 font and doubled spaced. Content, organization, and grammar/mechanics will be evaluated. Information about accessing the grading rubric for this assignment is provided