JWI 597: Healthcare Capstone
Academic Submissions and Evaluation
HEALTHCARE CAPSTONE PROJECT
As the incoming Chief Executive Officer (reporting to the Board of Directors), you are responsible for
strategic planning and the alignment of people, processes and resources needed to implement your longterm vision.
Through this project you will apply what you have learned in the JWMI MBA program to a real-world
situation. Your task is to convince your Board that you have a credible plan that will not only improve the
organization’s performance over the next year, but position the company for significant long-term growth
that will keep it ahead of the competition.
Successful completion of the project will demonstrate your ability to analyze, interpret, synthesize, and
communicate with a “CEO mindset.”
This project has two major components.
•
Part 1 – Board Presentation Game Plan (Due: Week 2)
This part of the Healthcare Capstone project is designed help you gather and organize the
information that will a part of the presentation of your Winning Move. It is presented as a “Game
Plan” designed to help guide you through your preparation for your presentation to the Board. While
such documents can never be exhaustive, this experience should provide you with a model that will
not only help you prepare for Part 2 of the Capstone Project, but will guide you as you continue your
career beyond JWMI.
•
Part 2 – Zoom Video presentation to the Board of Directors (Due: Week 5)
Your final deliverable in your program at JWMI is the presentation of your plan. This is your
opportunity to convince your Board that you have created an inspirational and achievable vision of
the future AND that you are the person who can execute the plan.
Your Chosen Organization and Required Data
As a reminder:
1.
Your Healthcare Capstone Project must be built around the same organization and
winning move identified in JWI 581 Healthcare Informatics.
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWMI 597 – Healthcare Capstone Project, Part 1 (1182)
Page 1 of 6
JWI 597: Healthcare Capstone
Academic Submissions and Evaluation
2. You must have access to current, accurate, and objectively verifiable data. This includes
financial data and any other information required for your analyses, recommendation, and
implementation. You are responsible for reviewing the project requirements (details below) and
ensuring you are able to secure access to any missing information as soon as possible.
3.
If you have selected a publically-traded company you are expected to use their annual and semiannual/quarterly reports as part of your analysis of the organization and market. If you chose a
privately-held company, you must include independently audited financial data that is sufficiently
detailed to support your analysis. “Self- reported” financial (and other) information is suspect,
since those who provide the information often have something to gain by portraying their
organizations in a certain way to the public.
Note: If you have any questions about your proposed organization and the sufficiency/validity of
the data, please review this with your instructor as soon as possible in Week one. It is not the
responsibility of the course instructor to help you locate or secure required data.
Evaluation of Submissions
In developing your submissions for Part 1 and Part 2 of your Healthcare Capstone Project, you are
expected to draw on the knowledge and skills you have developed throughout your time at JWMI.
Because this is a “capstone” course, it is not designed to present new material, but rather is focused on
helping you synthesize what you have learned in previous courses in the program, analyze and derive
meaning from the complexity of the information, and apply your knowledge and insights through the lens of
the CEO. You must demonstrate that you have identified which data is most relevant to the present
circumstances of your chosen organization AND that you have derived meaningful insights from this data
which have helped you to identify your Winning Move.
Please review the grading rubrics carefully. You will see that the most heavily weighted components
require you to come up with new insights, present an argument for your proposed changes, and provide
authoritative support for your arguments. As a CEO, you must be highly skilled at getting at the right
information, avoiding excessive or irrelevant data, and articulating why the data is important and how it
shapes your choices and actions.
Your Instructor will review your submission for Part 1 of the Project, and will challenge you, where needed,
to dig deeper. It is your responsibility to incorporate that feedback into your presentation.
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWMI 597 – Healthcare Capstone Project, Part 1 (1182)
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JWI 597: Healthcare Capstone
Academic Submissions and Evaluation
Healthcare Capstone Project, Part I: Board Preparation Game Plan
Due: Sunday, midnight of Week 2 (25% of Course Grade)
Your Game Plan is a working document that is intended help you organize your findings and make sure
you don’t forget to address key elements that are critical to the success of your pitch. Additionally, it will
serve as a “touchpoint” between you and your professor. It is an opportunity for you to get feedback that
may identify flaws in your logic or missing content that could undermine your presentation if left
unaddressed.
Your professor will review your Game Plan and provide comments and questions where needed to help
you strengthen your presentation. Because this is a working document, brief notes, bullets, references to
sources are what are needed to ensure you get proper feedback. Your Game Plan must be clear and
complete enough that it makes sense and, but should not be overly wordy.
Formatting and Submission Requirements
There is no minimum or maximum length, for your Board Presentation Game Plan but you are reminded
that, as the CEO, you must identify what really matters. That means you should strive for brevity, favoring
bulleted lists, clear headers, and short paragraphs for your deliverables. Your responses are to be concise
and logical, and well supported with verifiable sources.
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWMI 597 – Healthcare Capstone Project, Part 1 (1182)
Page 3 of 6
JWI 597: Healthcare Capstone
Academic Submissions and Evaluation
Board Presentation Game Plan
Use the following template as a guide to help you capture and organize the information you will use in your
Board Presentation due in Week 5. How you organize your presentation is up to you, but you must be able
to address all the following items.
Presentation Component
1.
Executive Summary
Draft a Clear Executive
Summary (AKA
“elevator pitch”) for your
presentation. A good
summary will help focus
your audience’s
attention. Remember,
you are telling a
business story.
2.
3.
Key Success Items
Content Summary
Capture the big idea of what
you want to say in no more
than 60 seconds
Frame the
problem/opportunity
State your vision for the
organization and as context
for your winning move
Outline a high-level snapshot
of how your proposed
changes will increase the
organization’s competitive
strength
Data
Identify key data
relative to the problem
or opportunity. You
should have most of
this from the work you
did in JWI 580: Data
Analytics
Recap of the data you have
gathered and analyzed
The Game Winning
Move
Craft a clear map of
what happens and
when.
Key milestones/components
How you will display and
communicate the data. Be
specific. “I will use…to
support…and display it
using…”
Include a (proposed) timeline
for each
milestone/component
What personnel or
organizational changes need
to be made to accomplish the
move?
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWMI 597 – Healthcare Capstone Project, Part 1 (1182)
Page 4 of 6
JWI 597: Healthcare Capstone
Academic Submissions and Evaluation
4.
5.
6.
Financials
Your initiative is not
going to get approved
unless you can
demonstrate a positive
return on investment.
In preparing for your
Board Presentation,
you must address key
financial questions.
How much will the winning
move cost?
Competitive
Advantage
Your Board will need a
clear picture of what
this move will
accomplish in
strengthening the
“competitive moat”
surrounding your
business.
How will this move put your
company ahead of the
competition?
Risk
A Board presentation
from the CEO can’t be
all about the good with
none of the bad. Yes,
you want to convince
the Board that your
idea is the right one
and you are the one
who can make it
happen, but you also
have a responsibility to
educate the Board
about the risks relative
to the rewards.
How will you secure the
necessary cash to implement
the plan?
When will this project pay for
itself and start making
money?
How much profit will the
company earn when you
successfully execute the
winning move?
How will this move create a
long-term sustainable
competitive advantage?
What will keep our
competitors from just copying
the move?
What are the risks (from
inside AND outside forces)
that could undermine the
success of you plan?
How can you assure the
Board that these risks have
been adequately assessed
and that your winning move
offers the right risk-reward
balance?
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWMI 597 – Healthcare Capstone Project, Part 1 (1182)
Page 5 of 6
JWI 597: Healthcare Capstone
Academic Submissions and Evaluation
RUBRIC: Capstone Project Part 1: Board Presentation Game Plan
CRITERIA
Executive
Summary
Unsatisfactory
Low Pass
Pass
High Pass
Executive summary
was missing or offtopic.
Executive summary
covered main points,
but was disorganized
or overly detailed.
Executive summary
provided basic
synopsis of the
winning move.
Executive summary
provided excellent
synopsis of the
winning move.
Met HP criteria plus
displayed an
engaging style that
indicates a
powerful opening
that will grab the
audience.
Did not submit an
adequate overview
or any data analysis.
Submitted incomplete
or poorly analyzed
data synopsis with no
plan for how the data
will be used or
displayed.
Submitted good but
basic data synopsis
but included no plan
for how the data will
be used or
displayed.
Submitted an
excellent data
synopsis and
included a wellstructured plan for
how the data will be
used or displayed.
Met HP criteria plus
added significant
additional insights
on both the data
and presentation.
Missing, incomplete
or unrealistic
explanation of
winning move.
Wining move is
identified, but lacks
substantive rationale
for selection.
Winning move is
identified and
includes basic
rationale and
information on key
actions.
Winning move
includes a clear and
complete rationale
and information on
key actions.
Winning move is
justified by keen
insight into market
dynamics,
competitors’
strengths and is a
viable solution for
both near-term and
long-term growth
Performs no
financial calculations
or makes
substantive errors
Includes minor errors
or assumptions which
do not materially
impact the Strategic
Leadership Plan
Correctly performs
all basic financial
calculations
Plus, includes
comprehensive
calculations that
correctly and
accurately present
the financial health
of the organization
Plus,
comprehensive
forward-looking
calculations of
payback relative to
IRR and other
established metrics
Did not identify
impact on
competitive strength,
or presented
assertions not
supported by data
Identified potential
impact of the winning
move on competitive
advantage, but did
address not
sustainability.
Identified potential
impact on
competitive
advantage and
provided basic
insights into the
ability of competitors
to match the move.
Clearly explained the
sustainability of the
move and why
competitors will not
easily be able to
match the move.
Met HP criteria plus
offered additional
valuable insight into
evidence
supporting the
sustainability of the
winning move.
Incomplete or
unclear synopsis of
any of the most
important strategic
risks.
Risk analysis is
superficial
demonstrating only a
basic understanding
of the threats to the
proposed plan.
Risk analysis
demonstrates basic
understanding of
risks and the upside
opportunity relative
to that risk.
Plus, clearly explains
rationale for advising
this approach
Plus, explains why
plan is superior to
other risk-reward
options
Weight: 10%
Data
Weight: 20%
Game
Winning
Move
Weight: 20%
Financials
Weight: 20%
Competitive
Advantage
Weight: 20%
Risk
Weight: 10%
Honors
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWMI 597 – Healthcare Capstone Project, Part 1 (1182)
Page 6 of 6
JWI 597: Healthcare Capstone
Board Presentation Game Plan – template
Board Presentation Game Plan – template
Use the following template as a guide to help you capture and organize the information you will use in your Board Presentation due
in Week 5. How you organize your presentation is up to you, but you must be able to address all the following items:
Presentation Component
1. Executive Summary
Draft a Clear Executive
Summary (AKA “elevator
pitch”) for your presentation.
A good summary will help
focus your audience’s
attention. Remember, you
are telling a business story.
2. Data
Identify key data relative to
the problem or opportunity.
You should have most of
this from the work you did in
JWI 581: Healthcare
Informatics
Key Success Items
Capture the big idea of what you
want to say in no more than 60
seconds
Frame the problem/opportunity
State your vision for the
organization and as context for
your winning move
Outline a high-level snapshot of
how your proposed changes will
increase the organization’s
competitive strength
Recap of the data you have
gathered and analyzed
How you will display and
communicate the data. Be
specific. “I will use…to
support…and display it using…”
Content Summary
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in
whole or in part, without the expressed written permission of Strayer University. This course guide is subject to change based on the needs of the class.
JWMI 597 – Board Presentation Game Plan – template (1182)
Page 1 of 3
JWI 597: Healthcare Capstone
Board Presentation Game Plan – template
3. The Game Winning Move
Craft a clear map of what
happens and when.
4. Financials
Your initiative is not going to
get approved unless you
can demonstrate a positive
return on investment. In
preparing for your Board
Presentation, you must
address key financial
questions.
5. Competitive Advantage
Your Board will need a clear
picture of what this move
will accomplish in
strengthening the
“competitive moat”
surrounding your business.
Key milestones/components
Include a (proposed) timeline for
each milestone/component
What personnel or organizational
changes need to be made to
accomplish the move?
How much will the winning move
cost?
How will you secure the
necessary cash to implement the
plan?
When will this project pay for
itself and start making money?
How much profit will the company
earn when you successfully
execute the winning move?
How will this move put your
company ahead of the
competition?
How will this move create a longterm sustainable competitive
advantage? What will keep our
competitors from just copying the
move?
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in
whole or in part, without the expressed written permission of Strayer University. This course guide is subject to change based on the needs of the class.
JWMI 597 – Board Presentation Game Plan – template (1182)
Page 2 of 3
JWI 597: Healthcare Capstone
Board Presentation Game Plan – template
6. Risk
A Board presentation from
the CEO can’t be all about
the good with none of the
bad. Yes, you want to
convince the Board that
your idea is the right one
and you are the one who
can make it happen, but
you also have a
responsibility to educate the
Board about the risks
relative to the rewards.
What are the risks (from inside
AND outside forces) that could
undermine the success of you
plan?
How can you assure the Board
that these risks have been
adequately assessed and that
your winning move offers the right
risk-reward balance?
Additional Notes and Comments
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in
whole or in part, without the expressed written permission of Strayer University. This course guide is subject to change based on the needs of the class.
JWMI 597 – Board Presentation Game Plan – template (1182)
Page 3 of 3
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