GUIDELINES FOR ORGANIZATIONAL ANALYSIS
ASSIGNMENT
5-6 pages in length, excluding title page & reference list.
Use 9 headings listed in Rubric to separate content. Discuss every bullet
under each heading.
References must be in APA format timely; published within the previous
five (5) years.
Use Emory Healthcare in Atlanta, GA as the topic.
Using Collins’ work as a model and framework for advanced organizational
analysis (and other references as needed), analyze a system, organization,
organization systems and/or subsystems. Consider each of the concepts
proposed by Collins’ breaking down the organizations’ strategic plan,
financial management, organizational structure, leadership, organizational
culture, performance outcomes, etc. Collins’ work is a good foundational
text, along with Fifth Discipline (Senge, 1990) and other related writers and
models.
When analyzing an organizational system, along with Collins’ work, consider
chaos theory and complexity science (Wheatley, Porter-O-Grady), learning
organizations (Senge), change and innovation (Gladwell, Rogers, Quinn). If
you have not found these references in the required or recommended course
readings, google the names of these authors and learn more about their
contributions to understanding organizational behavior and leading complex
systems. Such references may be useful in arriving at a greater level of
understanding of organizations necessary to truly transform our current health
care systems. As part of this analysis, consider interviewing members of the
staff, board members, organizational historians, key administrative personnel
(CFO, CEO, CNE, etc.). If you are not familiar with the organization/system,
it will be essential that you talk to members of the organization who can help
you develop a rich understanding of the leadership, culture, and decisionmaking patterns. Consider what is written about the organization and its
system in the local paper, regional documents, trade journals, etc. These
qualitative methods, along with review of clinical, financial and other
evaluation measures (quantitative measures), will provide a more holistic
perspective of an organizational systems’ performance.
Module 2: Organizational Analysis Paper
Module 2: Organizational Analysis Paper
Criteria
Ratings
Pts
Introduction
Introduction
paragraph (one
paragraph). There
must be a thesis
statement at the
end of the
paragraph that
tells the reader
the purpose of
paper and what
will be discussed.
0.5 to >0.2 pts
Met Criteria
The information fully addresses the
required elements, and demonstrates
understanding of the material. There is
a clearly stated thesis statement.
0.2 to >0.0 pts
Did not meet criteria
The information did not
provide an introduction to
the paper. Fails to include a
thesis statement.
0.0 pts
Missing
Student
did not
address
0.5 pts
Module 2: Organizational Analysis Paper
Criteria
Ratings
Pts
Complex
Adaptive Systems
Establish
healthcare
organizations in
the 21st century
as complex
adaptive systems
(Wheatley, Plesk
& Greenhalgh,
Deming). Discuss
the challenges of
transformation of
complex systems.
2.0 to >1.0 pts
Met or Exceeds
Criteria
A complex adaptive
system is described
and the definition is
applied to healthcare
organizations. There
is a discussion of the
challenges of
transformation of
complex systems as it
relates to leadership.
Content is supported
with at least one (1)
current peerreviewed reference.
1.0 to >0.5 pts
Met Minimum
Criteria
A complex adaptive
system is described
and the definition is
applied to healthcare
organizations. There
is a limited discussion
of the challenges of
transformation of
complex systems as it
relates to leadership.
Content is supported
with at least one (1)
current peerreviewed reference.
0.5 to >0.0 pts
Did not meet criteria
A complex adaptive
system is described
and the definition is
applied to healthcare
organizations. There
is an absence of a
clear understanding of
the challenges of
transformation of
complex systems as it
relates to leadership.
Content is supported
with at least one (1)
current peer- reviewed
reference.
0.0 pts
Missing
Student
did not
address.
2.0 pts
Module 2: Organizational Analysis Paper
Criteria
Establish the
organization
Identify an
organization,
system or
subsystem within
a larger system.
You may want to
use the system in
which you have
been working or
one where you
anticipate
working.
• Give an overall
description to
include aspects
such as the
mission,
philosophy,
values, overall
goals, structure,
resources, etc.).
• Discuss whether
your
organization’s
mission and
values are alive
and well?
• In terms of an
employer and
healthcare
Ratings
2.0 to >1.0 pts
Met or Exceeds
Criteria
The organization is
clearly described
including key aspects
such as the mission,
philosophy, values,
structure, goals.
and/or resources.
There is a clear
description of how
the mission and
values are present in
the organization and
how the organization
is viewed by the
community.
1.0 to >0.5 pts
Met Minimum
Criteria
The organization is
limited description of
the key aspects such
as the mission,
philosophy, values,
structure, goals.
and/or resources.
There is a partial
description of how
the mission and
values are present in
the organization and
how the organization
is viewed by the
community.
Pts
0.5 to >0.0 pts
Did not meet criteria
There is a limited
description of the key
aspects of the
organization such as
the mission,
philosophy, values,
structure, goals.
and/or resources.
There is an absence or
limited discussion of
how the mission and
values are present in
the organization and
how the organization
is viewed by the
community.
0.0 pts
Missing
Student
did not
address.
2.0 pts
Module 2: Organizational Analysis Paper
Criteria
provider, how is
your organization
viewed by the
community?
Ratings
Pts
Culture of the
Organization
Culture of the
organization:
• Describe the
organization’s
culture using
Schein’s
definition of
culture: Describe
the artifacts,
espoused values
and assumptions.
• Describe the
organization’s
climate (dynamic,
supportive,
innovative, bold,
stagnant, caring,
etc.) and
employees’
attitudes, fears,
and behavior
(engagement,
commitment,
resistance to
change, etc.).
Learning
Organization:
• Describe the
organization’s
culture for
learning (Senge,
Deming). How
does the
organization
learn? Support
3.0 to >2.0 pts
Met or Exceeds
Criteria
The organization's
culture is described
using Schein’s
definition of culture.
There is a minimum of
one sentence describing
the artifacts, espoused
values and
assumptions. The
organization’s climate
(dynamic, supportive,
innovative, bold,
stagnant, caring, etc.)
and employees’
attitudes, fears, and
behavior (engagement,
commitment, resistance
to change, etc.) are
described. How the
organization is or is not
a learning organization
is described and
supported with
examples.
2.0 to >1.0 pts
Met Minimum
Criteria
The organization's
culture is described
using Schein’s
definition of culture.
There is an absence of
a discussion of the
artifacts, espoused
values and assumptions
or the organization’s
climate (dynamic,
supportive, innovative,
bold, stagnant, caring,
etc.) and employees’
attitudes, fears, and
behavior (engagement,
commitment, resistance
to change, etc.) are
described. How the
organization is or is not
a learning organization
is described and
supported with
examples.
1.0 to >0.0 pts
Did not meet
critera
The organization's
culture is partially
described using
Schein’s definition
of culture. There is
an absence of
other required
elements of the
discussion of
organizational
culture or a
learning
organization.
0.0 pts
Missing
Student
did not
address.
3.0 pts
discussion with
examples.
Module 2: Organizational Analysis Paper
Criteria
Leadership Style
Discuss the
predominant
leadership style
(transformational,
autocratic,
democratic,
laissez-faire,
transactional) for
the organization
(Kaiser).
Support your
leadership
assessment with
examples.
Polarity Theory
Briefly describe
and apply the
Polarity Thinking
Model to your
organization. Are
the polarities in
balance for the
organization?
Discuss one
specific polarity
related to
healthcare for
your organization
and give
examples of how
it is in or out of
balance.
Ratings
1.0 to >0.5 pts
Met or Exceeds Criteria
The predominant leadership style
(transformational, autocratic,
democratic, laissez-faire,
transactional) for the
organization (Kaiser) is clearly
identified with examples.
Pts
0.5 to >0.0 pts
Did not Meet Criteria
The predominant leadership style
(transformational, autocratic,
democratic, laissez-faire,
transactional) for the organization
(Kaiser) is clearly identified
however examples are not
provided.
0.0 pts
Missing
Student
did not
address.
1.0 pts
3.0 to >2.0 pts
Met or Exceeds
Criteria
The Polarity
Thinking Model is
described and applied
to the organization.
There is a discussion
of a specific polarity
related to healthcare
for the organization
with examples of
balance or the lack of
balance.
2.0 to >1.0 pts
Met Minimum
Criteria
The Polarity
Thinking Model is
described and
applied to the
organization. There
is a limited
discussion of a
specific polarity
related to healthcare
for the
organization.
1.0 to >0.0 pts
Did not Meet Criteria
The Polarity Thinking
Model is described and
applied to the
organization. There is
no discussion of a
specific polarity related
to healthcare for the
organization or the
absence of a clear
understanding of the
Polarity Thinking
Model.
0.0 pts
Missing
Student
did not
address.
3.0 pts
Module 2: Organizational Analysis Paper
Criteria
Ratings
Pts
Collins' Theory
Apply Collins’
research findings
and conclusions
to your
organization,
agency, system,
etc (Collins).
• Note the “level
of greatness” of
organizational
leadership?
• Are the right
people on the
bus?
• Does your
company face the
“brutal facts”?
• How has the
organization
applied the
Hedgehog
Concept?
• Apply the
“Flywheel
Concept” to your
organization’s
Level of
Greatness.
Include examples
3.0 to >2.0 pts
Met or Exceeds
Criteria
Collins’ research
findings are applied
to the discussion of
the organization
including the “level
of greatness” of
organizational
leadership, the
people, how brutal
facts are considered,
how the Hedgehog
concept is applied,
how the flywheel
concept is evident.
Examples to support
the assessment are
described.
2.0 to >1.0 pts
Met Minimum
Critera
Collins’ research
findings are partially
applied to the
discussion of the
organization. Some
of the areas discussed
include the “level of
greatness” of
organizational
leadership, the
people, how brutal
facts are considered,
how the Hedgehog
concept is applied,
how the flywheel
concept is evident.
Examples to support
the assessment are
described.
1.0 to >0.0 pts
Did not Meet Criteria
Collins’research
findings are partially
applied to the
discussion of the
organization. Some of
the areas discussed
include the “level of
greatness” of
organizational
leadership, the people,
how brutal facts are
considered, how the
Hedgehog concept is
applied, how the
flywheel concept is
evident. Examples are
not provided to support
the assessment are
described.
0.0 pts
Missing
Student
did not
address.
3.0 pts
Module 2: Organizational Analysis Paper
Criteria
or evidence to
support your
organizational
assessment
findings.
Ratings
Pts
Module 2: Organizational Analysis Paper
Criteria
Ratings
Pts
Disruptive
Innovation
Define disruptive
innovation and
describe an
example of how
the organization
does or does not
embrace
disruptive
innovation.
What disruptive
innovation might
you consider in
your future role
as an Nurse
Practitioner?
3.0 to >2.0 pts
Met or Exceeds
Minimum Criteria
Disruptive innovation
is defined. How the
organization does or
does not embrace
disruptive innovation
is described with an
example. How
disruptive innovation
will be applied in a
future role is
described.
2.0 to >1.0 pts
Met Minimum
Critera
Disruptive innovation
is partially defined.
How the organization
does or does not
embrace disruptive
innovation is not
correctly identified.
How disruptive
innovation will be
applied in a future
role is described.
1.0 to >0.0 pts
Did not Meet
Minimum Criteria
Disruptive innovation
is partially defined.
How the organization
does or does not
embrace disruptive
innovation is not
correctly identified.
How disruptive
innovation will be
applied in a future
role is not described.
0.0 pts
Missing
Student
did not
address.
3.0 pts
Conclusion
Conclusions:
Summarize the
essential points of
paper (one
paragraph).
0.5 to >0.2 pts
Met or Exceeds Minimum
Criteria
The conclusion summarizes
essential points of the paper in
a single paragraph.
0.2 to >0.0 pts
Did not Meet Minimum Criteria
The conclusion is present but fails
to summarize essential points of the
paper in a single paragraph.
0.0 pts
Missing
Student did
not address.
0.5 pts
Organizational Culture and Readiness for Change
Organizational culture (OC), the backdrop for change, is the sum total of an organization’s
beliefs, norms, values, mission, philosophy, traditions, and sacred cows. It is a social system that
is literally a subsystem of the total organization. The OC consists of artifacts, perspectives,
values, assumptions, symbols, language, and behaviors that have been effective over time and
support the “way we do things around here.” OC includes communication networks, both formal
and informal. The communication networks include a status/role structure that relates to
characteristics of employees and customers or clients. Such structures also relate to management
styles, whether authoritative or participatory. Organizational culture evolves over time and runs
deep. The importance of understanding situational or environmental context cannot be
underestimated when attempting change. There are multiple readings in your required readings
that will broaden your understand of organizational culture. Many of the articles in this section
relate to organizational culture. Read extensively... enrich your knowledge... knowledge is
power!
When considering a transformational change, the organization’s culture can provide context for
the change (Roussel, 2013). Understanding one’s practice environment is essential to
determining readiness for change. As you study an organization, ask yourself if the organization
is ready for change? If yes, why? If no, why not? If an organization is not ready, do you abort
the change collaborative or do you persist? If you choose to persist, what obstacles do you
anticipate? How will you surmount the barriers? These important questions must be considered
during the planning stage of change. Newhouse (2010) offers insight into several tools that have
been used to assess an organization’s readiness for change. Study the key elements of these tools
to gain knowledge of the elements of an organizational assessment.
Disruptive Innovation
What about disruptive innovation and the impact on change? Why do some successful
companies survive and others fail?This short video introduces the concept of disruptive
innovation. As you watch about it, consider what it means to healthcare. What are we seeing in
healthcare that would be examples of Disruptive Innovation? Is your organization a disruptive
innovator?
Watch Video on Disruptive Innovation- Copy/Paste link into browser
https://youtu.be/mbPiAzzGap0
Learning Organizations
High Reliability Organizations (HRO) are learning organizations as the leadership is these
organizations is willing to take risks and is open to learning from mistakes. Senge (1990)
describe learning organizations as "organizations where people continually expand their capacity
to create the results they truly desire, where new and expansive patterns of thinking are nurtured,
where collective aspiration is set free, and where people are continually learning how to learn
together "( p.3). Employee reporting of near misses and medical errors is typically higher in a
learning organization, as learning organizations place focus for errors on systems and human
error more than on individual blame. A learning organization investigates processes to find
opportunities for improvement and looks for ways to put safeguards (i.e. barcoding, time outs,
checklists) in place to prevent future errors. The author likens the learning disciplines
to leadership disciplines. Those who excel in these areas are the natural leaders of learning
organizations. High reliability organizations (HRO) are safety oriented focusing on system
improvement rather than individual improvement. Processes are dependable, meaning one sees
the same outcomes with limited variability. An example of minimal variability would be when
patients' wait times are 10 minutes on the average with a range between 5-15 minutes.
References: Kurpuis, D. (Fall, 1993). The fifth discipline: The art and practice of the learning
organization (Book Review). Consulting Psychology Journal, 31-32.
Senge’s Learning Organizations- Copy/Paste link into browser
https://infed.org/mobi/peter-senge-and-the-learning-organization/
Polarity Thinking- Copy/Paste link into browser
https://youtu.be/ws2p8fZnMKM
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