Rev. 8.18 GUIDELINES FOR ORGANIZATIONAL ANALYSIS ASSIGNMENT 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 decision-making 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. The paper should be carefully written in a formal style, based on primary sources, provide an integration of ideas, and be 5-6 pages in length, excluding title page & reference list. Organized flow, logical progression of ideas, and clarity in thought are essential. Please use headings to separate content. References must be timely; published within the previous five (5) years. Liberal number of primary and peer reviewed references (minimum of 10). Deductions: Papers over the page limit will be penalized by a disregard of content over the page limit. Scholarship Expectations: A lack of Scholarship deduction of up to 20% of the total point value of the assignment will be applied to address such deficiencies as APA errors, Title or Reference page errors, a lack of clarity and conciseness in writing, grammatical and spelling errors, exceeding the prescribed page limit, and poor overall writing skills. For example, an assignment worth 15 points could have a maximum lack of scholarship deduction of 3 points (20% x 15). The amount of.

1. Rev. 8.18
GUIDELINES FOR ORGANIZATIONAL ANALYSIS
ASSIGNMENT
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,

2. 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 decision-making 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.
The paper should be carefully written in a formal style, based
on primary sources, provide an
integration of ideas, and be 5-6 pages in length, excluding title
page & reference list. Organized
flow, logical progression of ideas, and clarity in thought are
essential. Please use headings to
separate content. References must be timely; published within
the previous five (5) years. Liberal
number of primary and peer reviewed references (minimum of
10).
Deductions:
Papers over the page limit will be penalized by a disregard of
content over the page limit.
Scholarship Expectations:
A lack of Scholarship deduction of up to 20% of the total point
value of the assignment will be
applied to address such deficiencies as APA errors, Title or
Reference page errors, a lack of

3. clarity and conciseness in writing, grammatical and spelling
errors, exceeding the prescribed
page limit, and poor overall writing skills. For example, an
assignment worth 15 points could
have a maximum lack of scholarship deduction of 3 points (20%
x 15). The amount of the
deduction will be at the discretion of the faculty member.
You are clinical nurse scholars in the making. You are the
nurses with advanced education/DNPs
and members of the highly literate profession of advanced
practice nursing who will chart the
future of health care. Good writing ability is as much a required
skill for nurses in advanced
practice as performing clinical functions. Therefore, precision
and scholarship is expected in all
assignments.
Rev. 8.18
Name:
Grading Rubric Criteria Grade Points
0.5
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.
2
Identify an organization, system or subsystem within a larger
system. You may want to

4. 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 provider, how is your
organization
viewed by the community?
3
Culture of the organization:
• Describe the organization’s culture using Schein’s definition
of culture
Reflect on the organization’s norms, traditions, sacred cows.
• 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 discussion with examples.
3

5. Discuss the predominant leadership style (transformational,
autocratic, democratic,
laissez-faire, transactional) for the organization (Kaiser).
Support your leadership assessment with examples.
2
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.
3
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?
• Describe whether your company has a culture of discipline, or
not? Is your
company a leader or lager in technology?
• Apply the “Flywheel Concept” to your organization’s Level of
Greatness.
Include examples or evidence to support your organizational
assessment findings.
3
Define disruptive innovation and describe an example of how

6. the organization does or
does not embrace disruptive innovation.
What disruptive innovation might you consider in your future
role as an MSN or DNP?
3
Conclusions: Summarize the essential points of paper (one
paragraph). 0.5
E
stablish healthcare
organizations in the 21st century
as com
plex adaptive system
s
(W
heatley, Plesk &
G
reenhalgh,
D
em
ing). D
iscuss the challenges
of transform
ation of com
plex
system

7. s.
Establish healthcare organizations in the 21st century as
complex adaptive systems
(Wheatley, Plesk & Greenhalgh, Deming). Discuss the
challenges of transformation of
complex systems.
Rev. 8.18
Point Deductions: A lack of Scholarship deduction of up to 20%
of the total point
value of the assignment will be applied to address such
deficiencies as APA errors,
Title or Reference page errors, a lack of clarity and conciseness
in writing,
grammatical and spelling errors, exceeding the prescribed page
limit, and poor overall
writing skills.
Faculty Comments:
Total 20
Deductions:
Total: 0Name: Intro: CAS: Organization: Culture: Leadership:
PTM: Collins: Disruptive Innovation: Conclusion: Deductions:
Comments:
October 2014Sales System NumberDate of SaleExtract DateSC
Full NameStateTerritoryTax TypeTotal ContractsTotal
SalesTotal Cancellations265801-201411110/1/1411/1/14Adriano
F RuccoNYDOWNSTATE NEW
YORKW210$30,291.001265801-201411110/1/1411/1/14Carol
P. WiareGAATLANTA-NORTH

8. GEORGIAW24$39,999.000315320-
201411110/3/1411/1/14Benjamin FrankFLSOUTH
FLORIDA109911$92,829.001265980-
201411110/3/1411/1/14Victor manuterNYDOWNSTATE NEW
YORKW24$44,255.002329247-
201411110/5/1411/1/14Francisco A TravasTXSAN
ANTONIO10990$0.000399053-201411110/10/1411/1/14Debbie
SmithFLSOUTH FLORIDA10995$20,100.001407197-
201411110/11/1411/1/14Kelly L
HestonARARKANSAS10990$7,881.000407886-
201411110/12/1411/1/14Jeremy S
NovaARARKANSAS10991$10,000.000410718-
201411110/13/1411/1/14Jacqueline M
BusterMSMISSISSIPPI109911$83,641.005265005-
201411110/14/1411/1/14Jennifer JonesNYDOWNSTATE NEW
YORKW213$0.0013265288-201411110/20/1411/1/14Debbie
SmithFLSOUTH FLORIDA10990$0.000265440-
201411110/20/1411/1/14Debbie SmithFLSOUTH
FLORIDA10997$44,242.000265778-
201411110/20/1411/1/14Enrique DimitFLSOUTH
FLORIDAW21$555.000265758-
201411110/20/1411/1/14Vanessa HansenNYDOWNSTATE
NEW YORKW29$80,000.000265068-
201411110/20/1411/1/14William VegaNYDOWNSTATE NEW
YORKW210$45,000.000265609-
201411110/20/1411/1/14Eugene PeriterNYDOWNSTATE NEW
YORKW225$54,535.000265862-201411110/25/1411/1/14Erick
WeareverNYDOWNSTATE NEW
YORKW29$24,222.000266104-201411110/25/1411/1/14Yaniri
A UarlikeNYDOWNSTATE NEW
YORKW24$14,344.000265823-201411110/25/1411/1/14Alicia
NayenILILLINOISW21$6,566.000330618-
201411110/26/1411/1/14David N
KiteKYKENTUCKY10991$250.000332509-
201411110/26/1411/1/14Alex V YorkNYDOWNSTATE NEW
YORKW216$50,000.001333704-201411110/28/1411/1/14Aisha

9. T AmisherNYDOWNSTATE NEW
YORK10990$321.000407148-201411110/28/1411/1/14Douglas
B BushARARKANSAS10993$600.000265752-
201411110/30/1411/1/14Andres A ReganNYDOWNSTATE
NEW YORKW213$72,990.000265848-
201411110/30/1411/1/14Micah Rae
JustinLALOUISIANAW27$35,000.000266106-
201411110/30/1411/1/14Micah Rae
JustinLALOUISIANAW210$87,382.001331393-
201411110/31/1411/1/14Clarence P
WilliamsKYKENTUCKY10999$21,222.000
November 2014Sales System NumberDate of SaleExtract
DateSales Consultant IDSC Full NameStateTerritoryTax
TypeTotal ContractsTotal SalesTotal Cancellations265005-
201411111/1/1412/1/1426354410Adriano F RuccoFLSOUTH
FLORIDA10995$20,100.001265068-
201411111/2/1412/1/1433407197Carol P.
WiareARARKANSAS10990$0.000265288-
201411111/2/1412/1/1440278386Benjamin
FrankARARKANSAS10991$10,000.000265440-
201411111/2/1412/1/1441107218Victor
manuterMSMISSISSIPPI10994$4,000.000329247-
201411111/3/1412/1/1433011618Francisco A
TravasKYKENTUCKY10991$900.000399053-
201411111/4/1412/1/1433255099Debbie
SmithNYDOWNSTATE NEW YORKW29$30,000.001265609-
201411111/5/1412/1/1466464667Kelly L HestonGAATLANTA-
NORTH GEORGIAW21$550.000265758-
201411111/5/1412/1/1435353356Jeremy S
NovaNYDOWNSTATE NEW YORKW23$10,300.000265778-
201411111/5/1412/1/1426520168Jacqueline M
BusterNYDOWNSTATE NEW YORKW22$5,000.000265823-
201411111/5/1412/1/1426152889Jennifer JonesFLSOUTH
FLORIDA109914$1,000.0013265862-
201411111/6/1412/1/1426356778Debbie SmithFLSOUTH
FLORIDAW21$5,000.000266104-

10. 201411111/7/1412/1/1426354410Debbie SmithFLSOUTH
FLORIDA10997$500.000330618-
201411111/8/1412/1/1426531823Enrique
DimitILILLINOISW21$3,000.000407197-
201411111/10/1412/1/1433233704Vanessa
HansenNYDOWNSTATE NEW YORK10990$0.000407886-
201411111/10/1412/1/1443207148William
VegaARARKANSAS10993$0.000265801-
201411111/11/1412/1/1426526109Eugene
PeriterNYDOWNSTATE NEW YORKW216$20,000.000265801-
201411111/12/1412/1/1426457518Erick
WeareverNYDOWNSTATE NEW
YORKW22$1,010.000265980-
201411111/13/1412/1/1412658262Yaniri A
UarlikeNYDOWNSTATE NEW YORKW22$211.000332509-
201411111/15/1412/1/1475265980Alicia
NayenNYDOWNSTATE NEW YORKW24$20,100.001333704-
201411111/16/1412/1/1457575758David N KiteFLSOUTH
FLORIDA109911$500.0010315320-
201411111/17/1412/1/1426161204Alex V
YorkNYDOWNSTATE NEW YORKW24$10,000.000407148-
201411111/23/1412/1/1483748200Aisha T AmisherTXSAN
ANTONIO10990$0.000410718-
201411111/27/1412/1/1426621106Douglas B
BushLALOUISIANAW210$87,382.001265752-
201411111/29/1412/1/1426150025Andres A
ReganNYDOWNSTATE NEW YORKW25$0.005265848-
201411111/29/1412/1/1433135393Micah Rae
JustinKYKENTUCKY10997$20,000.000266106-
201411111/30/1412/1/1426325752Micah Rae
JustinNYDOWNSTATE NEW YORKW25$20,000.000331393-
201411111/30/1412/1/1426621106Clarence P
WilliamsLALOUISIANAW22$1,000.000
December 2014Sales System NumberDate of SaleExtract
DateSales Consultant IDSC Full NameStateRegion TerritoryTax
TypeTotal ContractsTotal SalesTotal Cancellations265005-

11. 201411112/1/141/1/1526354410Adriano F
RuccoFLFL/HISOUTH FLORIDA10990$0.000265288-
201411112/1/141/1/1540278386Carol P.
WiareARSOUTHWESTARKANSAS10995$10,000.003410718-
201411112/1/141/1/1526621106Benjamin
FrankLASOUTHLOUISIANAW210$0.0010265609-
201411112/2/141/1/1566464667Victor
manuterGASOUTHATLANTA-NORTH
GEORGIAW29$7,000.003265440-
201411112/3/141/1/1541107218Francisco A
TravasMSSOUTHWESTMISSISSIPPI10993$4,000.000266104-
201411112/3/141/1/1526354410Debbie SmithFLFL/HISOUTH
FLORIDA10991$500.000333704-
201411112/4/141/1/1557575758Kelly L HestonFLFL/HISOUTH
FLORIDA10999$2,000.005331393-
201411112/5/141/1/1526621106Jeremy S
NovaLASOUTHLOUISIANAW21$1,000.000407148-
201411112/6/141/1/1583748200Jacqueline M
BusterTXSOUTHSAN ANTONIO10990$0.000265752-
201411112/6/141/1/1526150025Jennifer
JonesNYNORTHDOWNSTATE NEW
YORKW218$7,000.005265823-
201411112/7/141/1/1526152889Debbie SmithFLFL/HISOUTH
FLORIDA109914$1,000.0013407886-
201411112/8/141/1/1526621106Debbie
SmithLASOUTHLOUISIANAW211$0.0011265801-
201411112/9/141/1/1526526109Enrique
DimitNYNORTHDOWNSTATE NEW
YORKW216$20,000.000315320-
201411112/9/141/1/1526161204Vanessa
HansenNYNORTHDOWNSTATE NEW
YORKW24$10,000.000399053-
201411112/10/141/1/1533255099William
VegaNYNORTHDOWNSTATE NEW
YORKW29$30,000.001265778-
201411112/11/141/1/1526520168Eugene

12. PeriterNYNORTHDOWNSTATE NEW
YORKW20$5,000.000265758-
201411112/12/141/1/1535353356Erick
WeareverNYNORTHDOWNSTATE NEW
YORKW23$10,300.000265801-
201411112/13/141/1/1526457518Yaniri A
UarlikeNYNORTHDOWNSTATE NEW
YORKW218$7,000.0010332509-
201411112/14/141/1/1575265980Alicia
NayenNYNORTHDOWNSTATE NEW
YORKW216$20,000.000265068-
201411112/15/141/1/1533407197David N
KiteARSOUTHWESTARKANSAS10990$0.000329247-
201411112/19/141/1/1533011618Alex V
YorkKYSOUTHKENTUCKY10992$900.000266106-
201411112/20/141/1/1526325752Aisha T
AmisherNYNORTHDOWNSTATE NEW
YORKW216$20,000.000265862-
201411112/21/141/1/1526356778Douglas B
BushFLFL/HISOUTH FLORIDAW21$5,000.000265848-
201411112/22/141/1/1533135393Andres A
ReganKYSOUTHKENTUCKY10997$20,000.000407197-
201411112/23/141/1/1533233704Micah Rae
JustinNYNORTHDOWNSTATE NEW
YORK10991$0.000330618-
201411112/24/141/1/1526621106Micah Rae
JustinLASOUTHLOUISIANAW22$0.002265980-
201411112/30/141/1/1512658262Clarence P
WilliamsNYNORTHDOWNSTATE NEW
YORKW216$20,000.000
Module 03 ExplanationDELETED OBJECTSEXPLANATION
FOR DELETINGREMAINIG OBJECTSREASON FOR NOT
DELETINGREGION COLUMNSince we have states and their
territories we can get regional data from the spreadsheet so no
need for reputationSALES SYSTEM NUMBERSthis can be
useful in analysing the sales system numbers and determining

13. the most effective and most efficient sales numberOFFICE
COLUMNwe can tell the state and local area where the clients
come from hence no need for repeating where the clients are
situatedDATE OF SALEthis column can be useful in
determining the time period in which most transactions are
carried out within the yearSC FIRST NAMEI have merged the
second SC Name and the first SC Name in order to reduce the
size of the spreadsheet.EXTRACT DATEthis is the column that
shows us how fast sales are exctracted and extrapolated after a
sale has been doneSALES CONSULTANT IDwe deleted the
sales consultant ID column because we can use the sales
consultants full names for absolute identificationSC FULL
NAMEthis column combines all the names of the sales
consultants eliminating repitiveness in the identity of sales
consultantsSTATEthis is essential in analysing demographics of
the population as a whole according to the regional and state
distribution of the populationTERRITORYthis is Important in
analysing the distribution of patriotic citizens within the
individual statesTAX TYPEknowing the tax type can assist the
data analysts to determine the most effective tax regime for its
clientelleTOTAL CONTRACTSunderstanding the number of
contracts done helps us understand the rate and levels of
perfomance of the firm and sales consultants as a wholeTOTAL
CANCELLATIONSthis helps us analyse the rate at which our
consultants lose their potential customers