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Core competencies and consistency with mission?

A recommendation memo is a routinely used document in leading firms, and you may be writing such memos as part of an internship. Therefore, it is essential that you gain some practice at writing them. The purpose of a recommendation memo is to concisely recommend a course of action and provide rationale supporting the recommendation. This note describes how your team should approach writing a recommendation memo for the case assignments. The second part of this note gives you a sample memo that you should use to write your own memos for these assignments. Note that the format of the memos may vary from company to company. Therefore, while following the memo format as given in this note, bear in mind that the goal here is to expose you to memo writing rather than force a memo format on you.

WHAT IS A RECOMMENDATION MEMO?
The recommendation memo is a one-page document (not including exhibits) that recommends your course of action and rationale. This format promotes a concise and clear strategic thought process. Equally importantly, it mimics managerial practice. If your memo exceeds 1 1/4 pages, it is TOO long!

ELEMENTS OF A RECOMMENDATION MEMO

1. FIRST PARAGRAPH

This paragraph expresses your intent or action (This recommends……).

· Topic overview (the “what”, not “when” or “how”): costs, funding, etc.

· Ends with the hook: selling idea, the “why” or payoff: this part reveals the author’s point of view.

Checklist

· Is there a clear purpose, objective?

2. BACKGROUND

This paragraph explains why we are talking about this today. It lays out the story.

· Historical: not “new” news (i.e., none of your case analysis will appear here).

· Highlights what brought us to this moment, why we are in this position, what brought about the need to make this decision.

· Dimensionalize the importance to the organization (e.g., important profit goal).

· Constraints – such as budget, capacity, technology, people, etc.

· This section is both brief and factual.

Checklist

· Is the background clear, concise, and easy to follow?

· Does it explain why action is needed now?

· Does the appropriate sense of urgency come across?

3. RECOMMENDATION

Here, you detail what to do, when to do it and how to do it.

· The details of “what”, “when”, and “how”. NO “why”.

· This section should be very specific (100% clear). It must be actionable (How much will it cost, when, how, who). The reader should be able to read this and know how to carry out this recommendation.

· Some cases will require more than one recommendation.

Checklist

· Is the recommendation clear and actionable? Could someone else implement it?

4. BASIS FOR RECOMMENDATION

Here the reader learns WHY each recommendation is the UNIQUE right thing to do.

· 2-3 solid reasons are typical. Any other action should seem less appealing.

· This section flows from the opening “hook”; links to the original recommendation.

· Support includes impact on profit, share, AND anything else affecting long-term business goals.

· Analysis should address applicable quantitative issues such as NPV, break even analysis, pro forma statement of project budget, sensitivity analysis; as well as qualitative issues, such as, technology consistency, architectural conformance, innovation potential, etc.

· Appeals to precedent and anecdotal evidence in absence of data, but only in limited, carefully constrained manner.

· Shows how the recommendation will put the firm at a competitive advantage or is simply a competitive necessity.

· The goal is to read the basis and conclude the recommendation.

Checklist

· Is the recommendation an inescapable conclusion of the basis?

· Does the basis for recommendation appropriately consider:

1. Core competencies and consistency with mission?

2. External customers and internal clients?

3. Competitors?

4. Attractiveness – quantitative measures if applicable (e.g., NPV, ROI, break-even, payback)?

· Are all assumptions explicitly stated (e.g., needs, technology trends)?

5. DISCUSSION

· Outline other alternatives not selected.

· Discuss risks and key assumptions (use full disclosure, reference Options Grid) of your recommendation.

· When you give a precise number or range, you must support the basis as well.

Checklist

· Is the analysis thorough with key alternatives fairly considered (see the attachment Options Grid)?

· Risks associated with recommendation are properly addressed?

6. NEXT STEPS

· Orient to the reader

· Specify date and action needed (what will be done, by whom, and by when)

Checklist

· Clear follow-up/next steps?

· If appropriate, lay out timeline with key milestones to implement recommendation.

7. EXHIBITS

· An Exhibit can be a graph, grid, or simple table (more than four lines).

· List assumptions used in calculations. Do not assume that the reader can read between the lines. So, make every assumption explicit.

· Exhibits should have Title, sources, footnotes to calculation. The point of the Exhibit should be instantly clear to the reader.

· Exhibits should be cited in the proper order (i.e., do not cite Exhibit 4 first in your Memo and then Exhibit 2).

Checklist

· Is the analysis precise, accurate, and data-based?

· Are the exhibits clearly laid out, titled, and referenced in the memo?

· Is every assumption explicitly listed?

NOTE: Every memo may not include every element described above. The specific case will dictate what must be included. An example is attached.

SAMPLE MEMO FORMAT

To: (Name of supervisor goes here)

From: Your team designation/title/cohort and number

Date:

SUBJECT: NAME OF CASE AND RECO TOPIC

This recommends

Implementation will take place within ____ days of approval. Improved sales, reliability, profitability, productivity, and/or reduced costs will result from these actions (state specifics). Sales (Name), Finance (Name), and Manufacturing (Name) concur (If applicable).

Background

· These key facts help explain why we are thinking about this situation today.
· At times, the background paragraph is a good place in a recommendation memo to document the gap between the “real” and the “ideal”. When you use it this way, be sure it sets up each of the reasons in the “Basis for Recommendation” section of the memo.
· Do not include obvious or unnecessary facts. Do not include information found while looking into the situation. This is for information that caused us to look into the situation.
· It is best to simply tell a simple and concise story.

Recommendation

· This describes what we are going to do and how we intend to do it. Limit this section to major points. Implementation details and caveats are discussed in the “Discussion” section following the “Basis for Recommendation” section.

· Our objective is to

Basis for Recommendation

· We state our most important reason here. It is numbered, underlined, and stated in a full sentence. We present data here to prove the claim made in point 1, making sure that the first sentence of this section clearly extends from the data. The claim must be the inescapable conclusion of the data. If there are more than four rows of data, use an exhibit (i.e. refer to Exhibit 1). Exhibits must be clearly labeled and numbered.

· We state our second most important reason here. We present data to prove the claim made in point 2. (3 points are typical)

Discussion

· Here we discuss a) implementation details, and b) qualifiers, such as risks and rejected alternative solutions.

Next Steps: Here we tell the readers exactly what we want them to do and when we want them to do it. We also lay out a timetable of key milestones to implement the recommendation. A throw-away schedule should be prepared if high stakes are involved

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carefully examine the behavioral competencies within the Business domain.

First, review the module resources, including the text readings and SHRM resources. Next, carefully examine the behavioral competencies within the Business domain. The three clusters within the business domain are business acumen, consultation, and critical evaluation. Once you are familiar with the business domain clusters, conduct a self-reflection and analysis by responding to the following three questions as your journal:

Strengths: What are your areas of strength within the business domain, and how did you determine a cluster as a strength? Provide supportive examples.

Weaknesses: What are your areas of weakness within the business domain and how did you determine a cluster as a weakness? Provide supportive examples.

Strategies: What are your strategies for the development of behavioral competencies within the business domain? Provide supportive examples and information from your research.

Refer to the module resources and other course materials to support your responses. Your instructor will provide feedback pertaining to your self-reflection and offer recommendations for skill development.

For additional details, refer to the Module Two Journal Guidelines and Rubric document. 

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Competencies for Managing Change

research article ‘Competencies for Managing Change’ some qualities ‘competencies’ were identified by the authors. In your own opinion, which of the identified ??

competencies is the most important and why?

Bond UniversityePublications@bondMirvac School of Sustainable Development Institute of Sustainable Development andArchitecture1-1-2010Competencies for managing change Lynn Crawford Bond University, Lynn_Crawford@bond.edu.auAnat H. Nahmias Human Capital Practice, Presence of IT, SydneyFollow this and additional works at:http://epublications.bond.edu.au/sustainable_developmentPart of th eBusiness Administration, Management, and Operations Commons This Journal Article is brought to you by the Institute of Sustainable Development and Architecture atePublications@bond. It has been accepted for inclusion in Mirvac School of Sustainable Development by an authorized administrator of ePublications@bond. For more information, please contactBond University’s Repository Coordinator.Recommended CitationLynn Crawford and Anat H. Nahmias. (2010) “Competencies for managing change”Internationaljournal of project management,28 (4), 405-412.http://epublications.bond.edu.au/sustainable_development/57Crawford, L. H. & Hassner-Nahmias, A.(2009). Competencies for Managing Change. International Journal of Project Management, Submitted for publication.Page | 1Competencies for Managing ChangeProfessor Lynn CrawfordUniv Lille Nord de France, F-59000 Lille, France; LSMRCMirvac School of Sustainable Development, Bond University, AustraliaVisiting Professor, Cranfield University, UKDirector, Human Systems International LimitedandDr Anat Hassner Nahmias Change Management Leader, Human Capital Practice, Presence of ITAbstractOrganisational changes are now recognised as a specific project type that can benefit from the application of project management skills, tools and techniques. Associated with this trend is evidence of a degree of rivalry in the marketplace between Project Managers and Change Managers concerning who should be managing business change. And these are not the only contenders. Corporate executives and senior managers, although they may engage the assistance of both Project Managers and Change Managers, generally see themselves as taking the leading roles in managing major organisational changes and transformations. As such endeavours are most likely to take the form of programs, comprising multiple projects across the organisation, Program Managers are seen by some as being most likely to be responsible for managing organisational change initiatives. This paper reports on research undertaken to explore the differences in approach and practice of Project, Program and Change Managers as a basis for determining the competencies required to effectively manage change initiatives. Crawford, L. H. & Hassner-Nahmias, A.(2009). Competencies for Managing Change. International Journal of Project Management, Submitted for publication.Page | 2Competencies for Managing ChangeIntroduction In the project management field, organisational changes have become recognised as a distinct type of project or program (Partington, 1996) that has generated a growing research interest (Levene and Braganza, 1996; Crawford et al. 2003; Pellegrinelli, 1997; Leybourne, 2006; Bresnen, 2006; Lehtonen and Martinsuo, 2008; Nieminen and Lehtonen, 2008). In the field of change management, organisational change initiatives are often described as projects or programs and reference is made to use of project management skills, tools and techniques (Dover, 2003; Leybourne, 2006; Biedenbach and Söderholm, 2008; Oswick and Robertson, 2009). In the marketplace, there is evidence of a degree of rivalry between Project Managers and Change Managers concerning who should be managing business change. And these are not the only contenders. Corporate executives and senior managers, are generally the change owners, and although they may engage the assistance of both Project Managers and Change Managers, generally see themselves as taking the leading roles in major organisational changes and transformations. As such endeavours are most likely to take the form of programs, comprising multiple projects across the organisation, Program Managers are seen by some as being most likely to be responsible for managing organisational change initiatives (Pellegrinelli et al. 2007). There is a popular view in the project management community that Project Managers are managers of change or change agents (Turner et al., 1996), but others (Partington et al. 2005) consider that projects or programs that require significant amounts of behavioural and organisational change, particularly those that might be characterised as involving 2nd order change (Levy & Merry, 1986; Gareis, 2009) demand high levels of interpersonal skill, astuteness and sensitivity and a fundamentally different approach to the candid, direct, and rational style valued in competent project managers. They also suggest that Project Managers, or Project Managers promoted to Program Manager roles are not always suited to the demands of organisational change Crawford, L. H. & Hassner-Nahmias, A.(2009). Competencies for Managing Change. International Journal of Project Management, Submitted for publication.Page | 3projects. They need to learn skills and capabilities beyond those required to manage a typical project in order to drive change. In practice the role of the Change Manager has emerged from a different disciplinary background to that of Project Managers. Project management can be seen as having its origins in engineering with a focus on planning and control while organisational change as a discipline has grown from the Organisational Development field (Vaill, 1989) and places significant emphasis on the behavioral aspects of managing change. This leads to the recognition that there are two distinct bodies of knowledge underpinning the practices of the Project Manager and the Change Manager. The project management body of knowledge is well defined in standards and guides produced by the project management professional associations. The field of organisational change and development is less well served in terms of professional and representative bodies (Hughes, 2007, p. 47) and practice standards but arguably much richer in terms of theoretical foundations. Consideration of both fields suggests that Change Managers coming from organisational development backgrounds may lack the technical and administrative discipline of project management, while Project Management qualifications offered by the professional associations and even the majority of academic institutions do not require Project Managers to demonstrate practice or underpinning knowledge in organisational development or behavioural aspects of change (Pellegrinelli, 2002). There is certainly evidence that poor management of human factors is associated with failure of organizational change projects (Buchanan and Boddy, 1992; Todnem, 2005; Luo et al. 2006; Maguire and Redman, 2007). The role and professional background of the person best suited to manage change is atopic of often-impassioned debate in the literature and in practice. There are many who believe that this role should be performed by the Project or Program Manager(Obeng, 1994; Turner et al., 1996; Pellegrinelli, 1997; Kliem et al., 1997). Other authors believe that the person managing change should come from a background which is less technical or project-based and more focused on behavioral science such as human resources, organizational development, and/or psychology (Kanter et al., 1992; Connor and Lake, 1994; French and Bell, 1999; Cummings and Worley, 2001; Crawford, L. H. & Hassner-Nahmias, A.(2009). Competencies for Managing Change. International Journal of Project Management, Submitted for publication.Page | 4Caluwé and Vermaak, 2003). The OGC’s Managing Successful Programmes (Office of Government Commerce (OGC), 2007) envisages that roles of both Programme Manager and Business Change Manager will be involved in the management of change initiatives. As mentioned earlier, Project and Program Managers’ roles are well-established in literature, in practice, in academia and by professional bodies such as the Project Management Institute (PMI) and the International Project Management Association (IPMA). Change Management roles are not as clearly articulated. Job sites such as “My Career,” “Monster,” and “Seek” provide evidence of consistent demand for Change Managers, but role definition and support is considerably less well developed than it is in the project management field. Although a Change Management Institute (CMI), with global aspirations, was formed in Sydney in 2005 to meet “the professional development needs of Change Managers through the provision of networking, education and accreditation” (Change Management Institute, 2009), professional bodies for change management are not as well established as they are for project management and there is very little literature support for specific change management roles. The change management literature focuses more on theories and processes of change than on the definition of roles of those involved in its implementation. Many actors, at different levels of the corporate hierarchy, are seen as involved in effecting organisational change. Reference is made to change leaders, change agents, change managers, change drivers, interim managers (Smid et al. 2006), organisational development consultants (French and Bell, 1999; Caluwé and Vermaak, 2003), as well as an “external consultant or internal project leader” (Jarrett, 2004, p.246; Jarrett, 2004). Although the use of projects to implement change (Biedenbach and Söderholm, 2008) and the need for project management skills (Nikolaou et al. 2007) are mentioned, the change management literature does not specifically identify a need for Project or Program Managers. This paper reports on research that aims to contribute to the emerging and very practical debate about choice of managers of change projects by examining the competencies required to manage change.

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Major competencies for managing change

Of the competencies identified by the authors, the most important ones are required to implement change in organizations, regardless whether the change is implemented by project/program managers or change managers and regardless whether the change is first or second order. The competencies exhibit both leadership and management skills, knowledge and attitudes. They demonstrate technical and administrative discipline as well as knowledge of organizational development and people’s behavior.

Hence the major competencies advocated for by the authors are leadership, team selection and development, communication skills and stakeholder management. Other important competencies are cultural awareness,decision-making, quality management and general management skills (planning, monitoring and controlling)………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….

 

 

Reference

Crawford, L., and Nahmias, A. H. (2010).Competencies for Managing Change.International Journal of Project Management,28 (4), 405-412.http://epublications.bond.edu.au/sustainable_development/57.

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Program Outcomes, MSN Essentials, and NONPF Competencies

Requirements

  1. The Concept Map must visually connect all of the specified objectives  (Program Outcomes, MSN Essentials, and NONPF Competencies) to course work (such as specific discussion board topics, written assignments, exams, lessons, and reading content).    
  2. All items should be labeled, for instance, label the objectives and label the course work you select with name of the assignment/reading/discussion board topic and which week it was introduced.
  3. Use Microsoft Word or a PowerPoint to create a Concept Map. You can use the features found on the “Insert” tab of a Word doc (in the horizontal ribbon on the top of a Word doc page). For instance, if you click on “insert” you will see shapes and SmartArt. You can use a PowerPoint slide with shapes and lines to create a concept/mind map. This is not a PowerPoint presentation, but a PowerPoint slide can be used to “draw” the Map.

Outcomes/Competencies to be connected with course learning: 

MSN Program Outcome #2:

Create a caring environment for achieving quality health outcomes (Care-Focused).

MSN Essential VIII:

Clinical Prevention and Population Health for Improving Health

National Organization of Nurse Practitioner Competencies #4: Practice Inquiry Competencies

  • Recognizes that the master’s-prepared nurse applies and integrates broad, organizational, client-centered, and culturally appropriate concepts in the planning, delivery, management, and evaluation of evidence-based clinical prevention and population care and services to individuals, families, and aggregates/identified populations.

Your Concept Map will visually depict how you see the assignments of the course meeting the outcomes above.

Preparing the Assignment

ViewHow to Create a Concept Map (Links to an external site.)

textbook:  Curley, A.L. & Vitale, P.A. (2016). Population-Based Nursing: Concepts and Competencies for Advanced Practice (2nd ed.). New York, NY: Springer Publishing. 

Description 

MSN Program Outcome #2 

  • The Map visually connects the Category to a minimum of two (2) assignments. 
  • Each assignment is clearly labeled with week and content topic. 

MSN Essential VIII

  • The Map visually connects the Category to a minimum of two (2) assignments. 
  • Each assignment is clearly labeled with week and content topic. 

NONPF Competencies #4