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OL 665 Milestone Three Guidelines and Rubric
Overview: Because the money needed to operate a not-for-profit
organization comes largely from private donations and public
grants, spending the money
wisely is a top priority. In addition, where there is money, there
is the temptation to misuse it. Strong financial management and
a commitment to ethics go
hand-in-hand for a well-managed not-for-profit organization.
Complete the SWOT Analysis Worksheet to assist you in
evaluating the financial management practices and ethical
considerations of your chosen not-for-profit
organization. You will use this information to prepare your
analysis. You will not submit the worksheet as part of the
milestone assignment.
Prompt: Analyze the financial management and ethical practices
of the not-for-profit organization on which you will perform
your strategic analysis.
Specifically, the following critical elements must be addressed:
I. Introduction: Write an introduction to your paper that
includes a hook and a controlling idea (thesis). The introduction
should generate interest and let
the reader know what to expect in the paper.
II. Analysis:
a. Finances:
i. Discuss the organization's current budgetary resources,
structure, and responsibilities.
ii. Discuss the organization’s current fundraising campaigns,
grant possibilities, and planned giving opportunities and their
impact on the
overall budget.
iii. Determine potential challenges to the financial operation of
the organization based on your analysis of its overall financial
management.
b. Ethics:
i. Discuss the organization's handling of budget and fundraising
transparency, specifically in regards to its adherence to
established codes,
principles, and ethics of the industry.
ii. Discuss ethical considerations the organization faces related
to conflict of interest, privacy, and compensation.
iii. Evaluate how the ethical operation of this organization has
impacted its public image.
III. Conclusion: Write a conclusion to your paper that
summarizes the organization’s leadership strategies and
communication practices. Tie the conclusion
back to your controlling idea (thesis).
http://snhu-
media.snhu.edu/files/course_repository/graduate/ol/ol665/ol665
_swot_worksheet.docx
Rubric
Guidelines for Submission: Submit a 3- to 4-page Microsoft
Word document (not including the title page or references). It
should be double spaced with 12-point
Times New Roman font, one-inch margins, and APA formatting.
Critical Elements Exemplary (100%) Proficient (90%) Needs
Improvement (70%) Not Evident (0%) Value
Introduction Meets “Proficient” criteria and
uses organizational information
and anecdotes to create a hook,
and a controlling idea (thesis)
alerts the reader to what to
expect from the discussion of
finances and ethics
Introduces leadership and
communication for the chosen
organization by creating a
hook and providing a
controlling idea (thesis)
Introduces leadership and
communication for the chosen
organization but the hook and
controlling idea (thesis) are weak
Does not generate interest or
provide a controlling idea
(thesis)
15
Finances: Budgetary
Resources, Structure,
and Responsibilities
Meets “Proficient” criteria, and
discussion demonstrates nuanced
understanding of budgetary
resources, structure, and
responsibilities
Discusses the organization's
current budgetary resources,
structure, and responsibilities
Discusses the organization's current
budgetary resources, structure, and
responsibilities, but discussion is
cursory or includes inaccuracies
Does not discuss the
organization's current
budgetary resources, structure,
and responsibilities
10
Finances: Fundraising
Campaigns, Grant
Possibilities, and
Planned Giving
Opportunities
Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated awareness of the
impact of fundraising on the
organization’s budget
Discusses the organization’s
current fundraising campaigns,
grant possibilities, and
planned giving opportunities
and their impact on the overall
budget
Discusses the organization’s current
fundraising campaigns, grant
possibilities, and planned giving
opportunities and their impact on
the overall budget, but discussion is
cursory or includes inaccuracies
Does not discuss the
organization’s current
fundraising campaigns, grant
possibilities, and planned
giving opportunities or their
impact on the overall budget
10
Finances: Financial
Management
Meets “Proficient” criteria, and
determination demonstrates a
nuanced understanding of
financial management and
fiduciary responsibilities
Determines potential
challenges to the financial
operation of the organization
based on the analysis of its
overall financial management
Determines potential challenges to
the financial operation of the
organization based on the analysis
of its overall financial management
, but determinations are cursory or
illogical
Does not determine potential
challenges to the financial
operation of the organization
based on the analysis of its
overall financial management
10
Ethics: Budget and
Fundraising
Transparency
Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated awareness of
transparency and industry-wide
ethical standards
Discusses the organization's
handling of budget and
fundraising transparency,
specifically in regards to
adherence to established
codes, principles, and ethics of
the industry
Discusses the organization's
handling of budget and fundraising
transparency, specifically in regards
to adherence to established codes,
principles, and ethics of the
industry, but discussion is cursory
or includes inaccuracies
Does not discuss the
organization's handling of
budget and fundraising
transparency, specifically in
regards to adherence to
established codes, principles,
and ethics of the industry
10
Ethics: Ethical
Considerations
Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated awareness of
ethical considerations related to a
not-for-profit organization
Discusses ethical
considerations the
organization faces related to
conflict of interest, privacy,
and compensation
Discusses ethical considerations the
organization faces related to
conflict of interest, privacy, and
compensation, but discussion is
cursory or overlooks key concerns
Does not discuss additional
ethical considerations related
to conflict of interest, privacy,
and compensation
10
Ethics: Public Image Meets “Proficient” criteria, and
evaluation demonstrates nuanced
understanding of ethical
considerations
Evaluates how the ethical
operation of the organization
has impacted its public image
Evaluates how the ethical operation
of the organization has impacted its
public image, but evaluation is
cursory
Does not evaluate how the
ethical operation of the
organization has impacted its
public image
10
Conclusion Meets “Proficient” criteria, and
rationale demonstrates an
insightful analysis of the
organization’s leadership
strategies and communication
practices
Summarizes the organization’s
leadership strategies and
communication practices
while demonstrating an
understanding of their
effectiveness
Summarizes the organization’s
leadership strategies and
communication practices, but
summary is cursory and lacks
reflection on the effectiveness of
the strategies and practices used
Does not summarize the
organization’s leadership
strategies or communication
practices
15
Articulation of
Response
Submission is free of errors
related to citations, grammar,
spelling, syntax, and organization
and is presented in a professional
and easy to read format
Submission has no major
errors related to citations,
grammar, spelling, syntax, or
organization
Submission has major errors
related to citations, grammar,
spelling, syntax, or organization
that negatively impact readability
and articulation of main ideas
Submission has critical errors
related to citations, grammar,
spelling, syntax, or organization
that prevent understanding of
ideas
10
Total 100%
MiKayla Schumacher
10039 Sleepy Hollow Lane 7276088563
Port Richey, FL 34668 [email protected]u
Profile
Certified Nursing Aide with over 10 years of experience
working in hospitals and long-term care facilities. Familiar
working in a variety of departments and care units throughout
career, providing a comprehensive background which can easily
be adapted to new challenges. Dependable employee with a
demonstrated commitment to providing compassionate,
professional care to patients.
Core Competencies
--Patient Monitoring
-Mobility Assistance
-Electronic Medical Records
-Charting and Documentation
-Diagnostics
-Communication Skills
-Medication Administration
-Patient Hygiene Care
-HIPAA Compliance
-
Training And Certifications
East Bay Rehabilitation 2018 – Present
Certified Nursing Aide
-License Number: 292492
Brightstar 2010-2018
Certified Nursing Assistant
-License Number: 292492
Setv LLC 2010 – 2016
Management and Supervisory
Work History
East Bay Rehabilitation Clearwater, FL 2018 – Present
Certified Nursing Aide
-Served as a nursing aide in a 50-bed hospice for patients
needing long-term care. Focused on fulfilling core patient
needs, such as medication administration, feeding, hygiene, and
mobility around campus. Often interacted with patient families
and answered questions.
BrightstarClearwater, FL 2010 – 2018
Certified Nursing Aide
-Worked in the intermediate care unit providing monitoring and
basic care services to patients. Maintained thorough records of
care tasks completed throughout day and updated electronic
patient records accordingly.
Setv LLC New Port Richey, FL 2010 – 2016
Management
Dynamic and performance-driven administrative professional
with strong organizational, customer service, and
communication skills. Multi-disciplinary with emphasis in
records management, payroll processing, accounts payable and
receivable.
Your First Name/Last Name
Address
City, State, Zip Code
MM/DD/YY
Midwest Dental
Attn: Hiring Representative
Address
City, State, Zip Code
Dear Hiring Representative:
I am contacting you in response to the Office Manager position
posted on Indeed.com for the New Glarus Midwest Dental
office. I will be completing my bachelor’s degree shortly; and I
was excited to find an opportunity that matches my skill set. As
you will see from my resume, I have ____________,
_____________, and _____________.
Throughout my academic and professional careers, I have
proven my ability in:
· Skill 1 and example
· Skill 2 and example
· Skill 3 and example
· Skill 4 and example (optional)
These examples demonstrate just the beginning of what I can
offer to Midwest Dental as the Office Manager. I welcome the
opportunity to interview with you, and demonstrate my other
capabilities to you. I can be reached at (555) 555-5555 or
[email protected]
Thank you for your consideration, and I look forward to
speaking with you soon.
Respectfully,
Firstname Lastname
Resume (enclosure)
OL 665 SWOT Analysis Worksheet
Instructions: Complete this SWOT analysis and use the
information to support your analysis in Milestone Three:
Financial Management and Ethics. You will not submit this
worksheet as part of the milestone.
Strengths (What are the financial strengths of the not-for-profit
organization that you selected for your course project? Consider
financial management practices, transparency, and ethical
handling of finances.)
Weaknesses (What are the financial weaknesses of the not-for-
profit organization that you selected for your course project?
Consider financial management practices, transparency, and
ethical handling of finances.)
· List at least 4 strengths here. Use complete sentences.
· List at least 4 weaknesses here. Use complete sentences.
Opportunities (What opportunities for improvement in financial
management exist for the not-for-profit organization that you
selected for your course project? Consider the implementation
of policies and procedures that would eliminate weaknesses and
mitigate threats.)
Threats (Do current financial management practices pose threats
to the organization? Consider threats to public relations,
perceptions of ethical practices, impacts on sustainability, and
so on.)
· List at least 4 opportunities here. Use complete sentences.
· List at least 4 threats here. Use complete sentences.

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OL 665 Milestone Three Guidelines and Rubric Overview .docx

  • 1. OL 665 Milestone Three Guidelines and Rubric Overview: Because the money needed to operate a not-for-profit organization comes largely from private donations and public grants, spending the money wisely is a top priority. In addition, where there is money, there is the temptation to misuse it. Strong financial management and a commitment to ethics go hand-in-hand for a well-managed not-for-profit organization. Complete the SWOT Analysis Worksheet to assist you in evaluating the financial management practices and ethical considerations of your chosen not-for-profit organization. You will use this information to prepare your analysis. You will not submit the worksheet as part of the milestone assignment. Prompt: Analyze the financial management and ethical practices of the not-for-profit organization on which you will perform your strategic analysis. Specifically, the following critical elements must be addressed: I. Introduction: Write an introduction to your paper that includes a hook and a controlling idea (thesis). The introduction should generate interest and let the reader know what to expect in the paper. II. Analysis:
  • 2. a. Finances: i. Discuss the organization's current budgetary resources, structure, and responsibilities. ii. Discuss the organization’s current fundraising campaigns, grant possibilities, and planned giving opportunities and their impact on the overall budget. iii. Determine potential challenges to the financial operation of the organization based on your analysis of its overall financial management. b. Ethics: i. Discuss the organization's handling of budget and fundraising transparency, specifically in regards to its adherence to established codes, principles, and ethics of the industry. ii. Discuss ethical considerations the organization faces related to conflict of interest, privacy, and compensation. iii. Evaluate how the ethical operation of this organization has impacted its public image. III. Conclusion: Write a conclusion to your paper that summarizes the organization’s leadership strategies and communication practices. Tie the conclusion back to your controlling idea (thesis). http://snhu- media.snhu.edu/files/course_repository/graduate/ol/ol665/ol665
  • 3. _swot_worksheet.docx Rubric Guidelines for Submission: Submit a 3- to 4-page Microsoft Word document (not including the title page or references). It should be double spaced with 12-point Times New Roman font, one-inch margins, and APA formatting. Critical Elements Exemplary (100%) Proficient (90%) Needs Improvement (70%) Not Evident (0%) Value Introduction Meets “Proficient” criteria and uses organizational information and anecdotes to create a hook, and a controlling idea (thesis) alerts the reader to what to expect from the discussion of finances and ethics Introduces leadership and communication for the chosen organization by creating a hook and providing a controlling idea (thesis) Introduces leadership and communication for the chosen organization but the hook and controlling idea (thesis) are weak Does not generate interest or provide a controlling idea (thesis)
  • 4. 15 Finances: Budgetary Resources, Structure, and Responsibilities Meets “Proficient” criteria, and discussion demonstrates nuanced understanding of budgetary resources, structure, and responsibilities Discusses the organization's current budgetary resources, structure, and responsibilities Discusses the organization's current budgetary resources, structure, and responsibilities, but discussion is cursory or includes inaccuracies Does not discuss the organization's current budgetary resources, structure, and responsibilities 10 Finances: Fundraising Campaigns, Grant Possibilities, and Planned Giving Opportunities Meets “Proficient” criteria, and
  • 5. discussion demonstrates a sophisticated awareness of the impact of fundraising on the organization’s budget Discusses the organization’s current fundraising campaigns, grant possibilities, and planned giving opportunities and their impact on the overall budget Discusses the organization’s current fundraising campaigns, grant possibilities, and planned giving opportunities and their impact on the overall budget, but discussion is cursory or includes inaccuracies Does not discuss the organization’s current fundraising campaigns, grant possibilities, and planned giving opportunities or their impact on the overall budget 10 Finances: Financial Management Meets “Proficient” criteria, and determination demonstrates a nuanced understanding of financial management and fiduciary responsibilities
  • 6. Determines potential challenges to the financial operation of the organization based on the analysis of its overall financial management Determines potential challenges to the financial operation of the organization based on the analysis of its overall financial management , but determinations are cursory or illogical Does not determine potential challenges to the financial operation of the organization based on the analysis of its overall financial management 10 Ethics: Budget and Fundraising Transparency Meets “Proficient” criteria, and discussion demonstrates a sophisticated awareness of transparency and industry-wide ethical standards Discusses the organization's handling of budget and fundraising transparency,
  • 7. specifically in regards to adherence to established codes, principles, and ethics of the industry Discusses the organization's handling of budget and fundraising transparency, specifically in regards to adherence to established codes, principles, and ethics of the industry, but discussion is cursory or includes inaccuracies Does not discuss the organization's handling of budget and fundraising transparency, specifically in regards to adherence to established codes, principles, and ethics of the industry 10 Ethics: Ethical Considerations Meets “Proficient” criteria, and discussion demonstrates a sophisticated awareness of ethical considerations related to a not-for-profit organization Discusses ethical
  • 8. considerations the organization faces related to conflict of interest, privacy, and compensation Discusses ethical considerations the organization faces related to conflict of interest, privacy, and compensation, but discussion is cursory or overlooks key concerns Does not discuss additional ethical considerations related to conflict of interest, privacy, and compensation 10 Ethics: Public Image Meets “Proficient” criteria, and evaluation demonstrates nuanced understanding of ethical considerations Evaluates how the ethical operation of the organization has impacted its public image Evaluates how the ethical operation of the organization has impacted its public image, but evaluation is cursory Does not evaluate how the ethical operation of the organization has impacted its public image
  • 9. 10 Conclusion Meets “Proficient” criteria, and rationale demonstrates an insightful analysis of the organization’s leadership strategies and communication practices Summarizes the organization’s leadership strategies and communication practices while demonstrating an understanding of their effectiveness Summarizes the organization’s leadership strategies and communication practices, but summary is cursory and lacks reflection on the effectiveness of the strategies and practices used Does not summarize the organization’s leadership strategies or communication practices 15 Articulation of Response Submission is free of errors related to citations, grammar,
  • 10. spelling, syntax, and organization and is presented in a professional and easy to read format Submission has no major errors related to citations, grammar, spelling, syntax, or organization Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas 10 Total 100% MiKayla Schumacher 10039 Sleepy Hollow Lane 7276088563 Port Richey, FL 34668 [email protected]u Profile
  • 11. Certified Nursing Aide with over 10 years of experience working in hospitals and long-term care facilities. Familiar working in a variety of departments and care units throughout career, providing a comprehensive background which can easily be adapted to new challenges. Dependable employee with a demonstrated commitment to providing compassionate, professional care to patients. Core Competencies --Patient Monitoring -Mobility Assistance -Electronic Medical Records -Charting and Documentation -Diagnostics -Communication Skills -Medication Administration -Patient Hygiene Care -HIPAA Compliance - Training And Certifications East Bay Rehabilitation 2018 – Present Certified Nursing Aide -License Number: 292492 Brightstar 2010-2018 Certified Nursing Assistant -License Number: 292492 Setv LLC 2010 – 2016
  • 12. Management and Supervisory Work History East Bay Rehabilitation Clearwater, FL 2018 – Present Certified Nursing Aide -Served as a nursing aide in a 50-bed hospice for patients needing long-term care. Focused on fulfilling core patient needs, such as medication administration, feeding, hygiene, and mobility around campus. Often interacted with patient families and answered questions. BrightstarClearwater, FL 2010 – 2018 Certified Nursing Aide -Worked in the intermediate care unit providing monitoring and basic care services to patients. Maintained thorough records of care tasks completed throughout day and updated electronic patient records accordingly. Setv LLC New Port Richey, FL 2010 – 2016 Management Dynamic and performance-driven administrative professional with strong organizational, customer service, and communication skills. Multi-disciplinary with emphasis in records management, payroll processing, accounts payable and receivable. Your First Name/Last Name Address City, State, Zip Code
  • 13. MM/DD/YY Midwest Dental Attn: Hiring Representative Address City, State, Zip Code Dear Hiring Representative: I am contacting you in response to the Office Manager position posted on Indeed.com for the New Glarus Midwest Dental office. I will be completing my bachelor’s degree shortly; and I was excited to find an opportunity that matches my skill set. As you will see from my resume, I have ____________, _____________, and _____________. Throughout my academic and professional careers, I have proven my ability in: · Skill 1 and example · Skill 2 and example · Skill 3 and example · Skill 4 and example (optional) These examples demonstrate just the beginning of what I can offer to Midwest Dental as the Office Manager. I welcome the opportunity to interview with you, and demonstrate my other capabilities to you. I can be reached at (555) 555-5555 or [email protected] Thank you for your consideration, and I look forward to speaking with you soon. Respectfully, Firstname Lastname Resume (enclosure) OL 665 SWOT Analysis Worksheet Instructions: Complete this SWOT analysis and use the information to support your analysis in Milestone Three:
  • 14. Financial Management and Ethics. You will not submit this worksheet as part of the milestone. Strengths (What are the financial strengths of the not-for-profit organization that you selected for your course project? Consider financial management practices, transparency, and ethical handling of finances.) Weaknesses (What are the financial weaknesses of the not-for- profit organization that you selected for your course project? Consider financial management practices, transparency, and ethical handling of finances.) · List at least 4 strengths here. Use complete sentences. · List at least 4 weaknesses here. Use complete sentences. Opportunities (What opportunities for improvement in financial management exist for the not-for-profit organization that you selected for your course project? Consider the implementation of policies and procedures that would eliminate weaknesses and mitigate threats.) Threats (Do current financial management practices pose threats to the organization? Consider threats to public relations, perceptions of ethical practices, impacts on sustainability, and so on.) · List at least 4 opportunities here. Use complete sentences. · List at least 4 threats here. Use complete sentences.