· Overview Create a 10–12-slide PowerPoint presentation that communicates a leadership plan to address financial gaps within your organization. Use Kaltura or another technology to narrate and record a 10–15-minute audio presentation. Note: You are strongly encouraged to complete the assessments in this course in the order To remain viable, health care organizations need leaders who can meet financial targets by effectively leading their teams. Whether you work for a nonprofit, for-profit, or government facility, financial goals and targets will influence your leadership priorities. These internal benchmarks, when considered with respect to finite, available resources, create leadership challenges for maintaining fiscal and clinical balance. You may recall a quote from Irene Krause, who started the idea of "No Margin, No Mission." So, regardless of what your corporate structure might be, all leaders must contribute towards the financial health and profit margin of the organization. By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria: · Competency 3: Analyze characteristics of effective team leadership. (L5.4, L26.5, L1.4) · Analyze evidence-based strategies of effective team leadership in a plan to motivate team members to achieve departmental financial targets within a health care organization. · Competency 4: Examine how financial forecasts guide organizational leadership. (L8.4) · Identify financial targets including performance indicators and measurements for a department within a health care organization. · Analyze gaps in financial targets versus YTD performance or goal attainment for a department within a health care organization. · Propose a leadership plan to close identified financial gaps for a department within a health care organization. · Competency 5: Communicate in a manner that is scholarly, professional, and consistent with expectations for professionals in health care administration. (L6.1, L6.2, L6.3, and L6.4) · Develop a presentation that is clear, concise, well organized, and appropriate for internal stakeholders. Questions to Consider To deepen your understanding, you are encouraged to consider the questions below and discuss them with a fellow learner, a work associate, an interested friend, or a member of the business community. · What leadership strengths could you utilize to address the task of motivating your team to engage in meeting financial targets? · What organizations are you aware of that can help you improve your financial skill sets? Resources Suggested Resources Library Resources The following e-books or articles from the University Library are linked directly in this course: · Broom, K. D., & Turner, J. S. (2015). A competency-based approach to functional area expertise: Extending competency-based education to a healthcare finance area of concentration. The Journal of Health Administration Education, 32(1),.

1. · Overview
Create a 10–12-slide PowerPoint presentation that
communicates a leadership plan to address financial gaps within
your organization. Use Kaltura or another technology to narrate
and record a 10–15-minute audio presentation.
Note: You are strongly encouraged to complete the assessments
in this course in the order
To remain viable, health care organizations need leaders who
can meet financial targets by effectively leading their teams.
Whether you work for a nonprofit, for-profit, or government
facility, financial goals and targets will influence your
leadership priorities. These internal benchmarks, when
considered with respect to finite, available resources, create
leadership challenges for maintaining fiscal and clinical
balance. You may recall a quote from Irene Krause, who started
the idea of "No Margin, No Mission." So, regardless of what
your corporate structure might be, all leaders must contribute
towards the financial health and profit margin of the
organization.
By successfully completing this assessment, you will
demonstrate your proficiency in the following course
competencies and assessment criteria:
· Competency 3: Analyze characteristics of effective team
leadership. (L5.4, L26.5, L1.4)
· Analyze evidence-based strategies of effective team leadership
in a plan to motivate team members to achieve departmental
financial targets within a health care organization.
· Competency 4: Examine how financial forecasts guide
organizational leadership. (L8.4)
· Identify financial targets including performance indicators and
measurements for a department within a health care
organization.
· Analyze gaps in financial targets versus YTD performance or
goal attainment for a department within a health care

2. organization.
· Propose a leadership plan to close identified financial gaps for
a department within a health care organization.
· Competency 5: Communicate in a manner that is scholarly,
professional, and consistent with expectations for professionals
in health care administration. (L6.1, L6.2, L6.3, and L6.4)
· Develop a presentation that is clear, concise, well organized,
and appropriate for internal stakeholders.
Questions to Consider
To deepen your understanding, you are encouraged to consider
the questions below and discuss them with a fellow learner, a
work associate, an interested friend, or a member of the
business community.
· What leadership strengths could you utilize to address the task
of motivating your team to engage in meeting financial targets?
· What organizations are you aware of that can help you
improve your financial skill sets?
Resources
Suggested Resources
Library Resources
The following e-books or articles from the University Library
are linked directly in this course:
· Broom, K. D., & Turner, J. S. (2015). A competency-based
approach to functional area expertise: Extending competency-
based education to a healthcare finance area of concentration.
The Journal of Health Administration Education, 32(1), 25–46.
· Daiker, B. L. (2013). Adaptive challenges in medical
practices. The Journal of Medical Practice Management: MPM,
28(6), 332–340.
· Rauscher Singh, S., & Wheeler, J. (2012). Hospital financial
management: What is the link between revenue cycle
management, profitability, and not-for-profit hospitals' ability
to grow equity?Journal of Healthcare Management, 57(5), 325–
339.
.
Bookstore Resources

3. The resources listed below are relevant to the topics and
assessments in this course and are not required.
· Ledlow, G. R., & Coppola, M. N. (2014). Leadership for
health professionals: Theories, skills, and applications (2nd
ed.). Burlington, MA: Jones & Bartlett Learning.
· Rubino, L. G., Esparza, S. J., & Chassiakos, Y. S. R. (2014).
New leadership for today's health care professionals: Concepts
and cases. Burlington, MA: Jones & Bartlett Learning.
·
· Assessment Instructions
Note: You are strongly encouraged to complete the assessments
in this course in the order in which they are presented. If you
require the use of assistive technology or alternative
communication methods to participate in this activity, please
contact Disability Services to request accommodations.
Required Deliverables
This assessment has two parts.
· Part 1: PowerPoint Presentation.
· Part 2: Audio Recording. (Only Notes needed)*
Preparation
Before you create and submit your Deliverables, complete the
following:
3. Revisit the environmental analysis conducted in Assessment
1. If you did not conduct a PEST analysis in Assessment 1,
consider the possibility of conducting one now to examine the
larger industry context in which your organization's financial
forecast is developed.
3. Select and identify two financial targets for your department,
along with the performance indicators and measurements. For
example: x% compliance with coding, 90% + rating for patient
satisfaction scores (on a 1–5 scale), 5% profit margin for
service line Y, and so on.
3. Look for professional or scholarly journal articles on
characteristics of effective team leaders and strategies for
leading effective teams. You will need a minimum of five

4. articles to use as resources for this assessment.
Directions
Read the requirements for each part carefully.
Part 1: PowerPoint Presentation
Create a PowerPoint presentation you could present to internal
executive stakeholders. The presentation needs to briefly and
succinctly communicate your leadership plan to address
financial gaps you have identified within your department.
Organize your PowerPoint slides in a way that makes sense for
your organization. Be sure your slides include the following
elements:
. An overview of the environmental analysis from Assessment 1,
with a financial focus.
. The two identified financial targets for your department, along
with the performance indicators and measurements.
. A gap analysis of financial targets versus YTD performance or
goal attainment. Include your observations, trends, and insights.
. An evidence-based leadership plan to address the identified
gaps.
9. Analyze the organizational culture and strategic direction,
along with strategies for leading your departmental team that
consider your strengths and are supported by credible
professional resources. You may include team incentives such
as profit sharing, or other benefits (tuition reimbursement,
seminars, software, HFMA memberships, and other incentives)
to motivate your team.
9. Include your leadership style, the method that you use or will
use with your team, and inclusion of evidence-based leadership
approaches.
You may choose to organize your slides in the following
fashion:
. Cover slide: Topic, course, your name, name of the
organization this would be for, and date.
. Objective: Example – "Leadership plan to support goal
attainment of organizational targets." Customize to fit your
needs.

5. . Environmental Analysis (1–3 slides): SWOT analysis from
Assessment 1 along with a PEST analysis – 3–5 bullet points
with salient, high-impact, relevant points.
. Organizational Directive: Your two identified financial
targets, along with performance indicators and measures.
. Gap Analysis: Actual versus target variance, followed by your
observations and insights (3–4 bullet points).
. Leadership Plan (2–4 slides): 2–4 evidence-based
recommendations, including your strategies for leading your
team; your leadership approach; and methods, metrics, insights,
and observations.
. References: Include authoritative sources only. Use numbered
footnotes in your slides. Follow APA format for references.
. Other: You may certainly choose to add graphics and special
effects, but these additions will not impact your evaluation
either positively or negatively.
Part 2: Audio Recording (Notes/Script needed) *
Use Kaltura or another technology to record a narrated
presentation of the main points. Before you begin recording,
you may find it beneficial to write a script or detailed outline
that you can refer to as you record. Keep in mind that you will
typically have no more than 10 minutes to present your
PowerPoint and answer questions. The presentation you record
should not be longer than 10–15 minutes.
Include the notes or script of your audio recording. You may
choose to include this in the form of the completed Notes
section of the PowerPoint presentation slides, as a script you
may have used when you created your recording, or in the form
of a detailed outline. This will serve to clarify any insufficient
or unclear audio, or if you cannot complete the audio recording.
Note: If your notes or script are not included in the PowerPoint
presentation, please include them in a separate document along
with the other presentation elements.
Additional Requirements
. Structure: Include a title slide and reference slide.
. Length (Part 1): 10–12 slides.

6. . Duration of audio recording (Part 2): 10–15 minutes.
. References: At least five current scholarly or professional
resources.
. Format: APA format for references and citations only.
. Font: Use a font that is consistent with the expectations of
your organization, for example, Times New Roman, Arial, or
Calibri.
·
Overview
Create a 10
–
12
-
slide PowerPoint presentation that communicates a le
adership plan to
address financial gaps within your organization. Use Kaltura or
another technology to
narrate and record a 10
–
15
-
minute audio presentation.
Note
:
You are strongly encouraged to complete the assessments in this
course in the order
To remain viable, health care organizations need leaders who
can meet financial targets
by effectively leading their teams. Whether you work for a

7. nonprofit, for
-
profit, or
government facility, financial goals and targets will influence
your leadership pri
orities.
These internal benchmarks, when considered with respect to
finite, available resources,
create leadership challenges for maintaining fiscal and clinical
balance. You may recall a
quote from Irene Krause, who started the idea of "No Margin,
No Miss
ion."
So,
regardless of what your corporate structure might be, all leaders
must contribute towards
the financial health and profit margin of the organization.
By successfully completing this assessment, you will
demonstrate your proficiency in the
followi
ng course competencies and assessment criteria:
o
Competency 3
: Analyze characteristics of effective team leadership. (L5.4,
L26.5,
L1.4)
§
Analyze evidence
-
based strategies of effective team leadership in a plan to

8. motivate team members to achieve department
al financial targets within a
health care organization.
o
Competency 4
: Examine how financial forecasts guide organizational
leadership.
(L8.4)
§
Identify financial targets including performance indicators and
measurements for a department within a health care
organization.
§
Analyze gaps in financial targets versus YTD performance or
goal
attainment for a department within a health care organization.
§
Propose a leadership plan to close identified financial gaps for a
department
within a health care organization.
o
Competency 5
: Communicate in a manner that is scholarly, professional, and
consistent with expectations for professionals in health care
admin
istration. (L6.1,

9. L6.2, L6.3, and L6.4)
§
Develop a presentation that is clear, concise, well organized,
and
appropriate for internal stakeholders.
Questions to Consider
To deepen your understanding, you are encouraged to consider
the questions below and
discuss them with a fellow learner, a work associate, an
interested friend, or a member of
the business community
.
Create a 10–12-slide PowerPoint presentation that
communicates a leadership plan to
address financial gaps within your organization. Use Kaltura or
another technology to
narrate and record a 10–15-minute audio presentation.
Note: You are strongly encouraged to complete the assessments
in this course in the order
To remain viable, health care organizations need leaders who
can meet financial targets
by effectively leading their teams. Whether you work for a
nonprofit, for-profit, or
government facility, financial goals and targets will influence
your leadership priorities.
These internal benchmarks, when considered with respect to
finite, available resources,
create leadership challenges for maintaining fiscal and clinical
balance. You may recall a

10. quote from Irene Krause, who started the idea of "No Margin,
No Mission." So,
regardless of what your corporate structure might be, all leaders
must contribute towards
the financial health and profit margin of the organization.
By successfully completing this assessment, you will
demonstrate your proficiency in the
following course competencies and assessment criteria:
o Competency 3: Analyze characteristics of effective team
leadership. (L5.4, L26.5,
L1.4)
-based strategies of effective team
leadership in a plan to
motivate team members to achieve departmental financial
targets within a
health care organization.
o Competency 4: Examine how financial forecasts guide
organizational leadership.
(L8.4)
and
measurements for a department within a health care
organization.
s YTD performance or
goal
attainment for a department within a health care organization.
for a department
within a health care organization.
o Competency 5: Communicate in a manner that is scholarly,
professional, and
consistent with expectations for professionals in health care
administration. (L6.1,
L6.2, L6.3, and L6.4)
and

11. appropriate for internal stakeholders.
Questions to Consider
To deepen your understanding, you are encouraged to consider
the questions below and
discuss them with a fellow learner, a work associate, an
interested friend, or a member of
the business community.
· Overview
Develop a personal leadership model based on your evaluation
of how you responded at a critical moment, along with an
analysis of how your personal strengths and leadership style can
become a model for leadership within your organization. There
is no page limit for this assessment; be substantive, thorough,
and concise.
Note: You are strongly encouraged to complete the assessments
in this course in the order in which they are presented.
As a health care leader, you will face a variety of obstacles and
will need to use leadership skills to move teams forward and
overcome barriers. Assessing the environment encompasses the
morale and needs of individual team members, as well as
perhaps the department or strategic business unit. Effective
leaders utilize their natural leadership strengths and can
enhance results via integration of personal leadership and
emotional intelligence.
By successfully completing this assessment, you will
demonstrate your proficiency in the following course
competencies and assessment criteria:
· Competency 2: Assess personal leadership competencies
relative to the organizational need. (L2.4, L14.4, L22.4, L19.2,
L7.2, L10.5)
· Explain how emotional intelligence strengthens leadership
skills.
· Describe evidence-based leadership strategies for managing
stressful situations.
· Propose a personal leadership brand that reflects

12. organizational direction and need.
· Explain how leadership style aligns with organizational
mission and values, and professional and personal ethics.
· Competency 3: Analyze characteristics of effective team
leadership. (L5.4, L26.5, L1.4)
· Analyze leadership strategies to guide highly effective teams.
· Competency 4: Examine how financial forecasts guide
organizational leadership. (L8.4)
· Analyze how financial forecasts influence leadership style.
· Competency 5: Communicate in a manner that is scholarly,
professional, and consistent with expectations for professionals
in health care administration. (L6.1, L6.2, L6.3, and L6.4)
· Write coherently, concisely, logically, and with strong support
from relevant professional resources, in an appropriate format,
with correct grammar, usage, and mechanics as expected of a
health care administration
Context
Health care leaders are expected to be able to walk into the
workplace, assess priorities, and work with teams to accomplish
the organizational mission. Typically, this involves both
clinical and financial goals, as well as the motivation of teams
to get the work done.
Emotional intelligence (EI) is the ability to perceive emotions
(both our own and the emotions of those around us) understand
the causes and meanings of different emotions, and use this
knowledge of emotions to guide how we think about and
respond to people and situations (Salovey, Mayer, & Caruso,
2004). In 1995, Daniel Goleman brought the concept of
emotional intelligence into the business world with his book
Emotional Intelligence: Why It Can Matter More Than IQ.
Goleman's model defines EI as a blend of skills and
characteristics that guide leadership decisions and can influence
organizational success. In fact, EI has had a tremendous impact

13. on the business world and many organizations worldwide use EI
for hiring, promoting, and developing employees (Goleman,
n.d.).
References
Goleman, D. (n.d.). Emotional intelligence [Blog post].
Retrieved from
http://www.danielgoleman.info/topics/emotional-intelligence/
Salovey, P., Mayer, J., & Caruso, P. (2004). Emotional
intelligence: Theory, findings, and implications. Psychological
Inquiry, 197–215.
Questions to Consider
To deepen your understanding, you are encouraged to consider
the questions below and discuss them with a fellow learner, a
work associate, an interested friend, or a member of your
professional community.
· What types of situations generally create pressure and stress
for you? How do you handle these situations?
· When you think about successful leaders with whom you have
worked, how did they react to stressful or uncertain events in
the workplace? What insights can this provide as you evolve
professionally?
· How would you deal with a large-scale chaotic incident in the
workplace, such as a natural disaster? What tools and strategies
would you use?
Resources
Required Resources
The following resources are required to complete the
assessment.
Internet Resources
Access the following resources by clicking the links provided.
Please note that URLs change frequently. Permissions for the
following links have either been granted or deemed appropriate
for educational use at the time of course publication.
· The Greater Good Science Center at the University of
California, Berkeley. (n.d.). Body language quiz | Test your

14. emotional intelligence. Retrieved from
http://greatergood.berkeley.edu/ei_quiz/#16
· Cherry, K. (n.d.). What's your EQ?About.com. Retrieved from
http://psychology.about.com/library/quiz/bl_eq_quiz.htm
Suggested Resources
The following optional resources are provided to support you in
completing the assessment or to provide a helpful context.
Library Resources
· Arunima, S., & Ajeya, J. (2014). Age and emotional
intelligence of healthcare leaders: A study. Advances in
Management, 7(7), 41–48.
· DaCosta, J. (2012). Leadership models for healthcare
improvement. British Journal of Healthcare Management,
18(11), 575–580.
· Delmatoff, J., & Lazarus, I. R. (2014). The most effective
leadership style for the new landscape of healthcare. Journal of
Healthcare Management, 59(4), 245–249.
· du Plessis, M., Wakelin, Z., & Nel, P. (2015). The influence of
emotional intelligence and trust on servant leadership. SA
Journal of Industrial Psychology, 41(1), 1–9.
· Morales, J. B. (2014). Review Paper: The relationship between
physician emotional intelligence and quality care. International
Journal of Caring Sciences, 7(3), 704–710.
· Smallwood, N. (2010). Define your personal leadership brand
in five steps. Harvard Business Review.
Internet Resources
Access the following resources by clicking the links provided.
Please note that URLs change frequently. Permissions for the
following links have either been granted or deemed appropriate
for educational use at the time of course publication.
· Brackett, M. (Producer). (2013). Emotional Intelligence: From
Theory to Everyday Practice | Transcript. Retrieved from
https://www.youtube.com/watch?v=e8JMWtwdLQ4
Bookstore Resources

15. · Ledlow, G. R., & Coppola, M. N. (2014). Leadership for
health professionals: Theories, skills, and applications (2nd
ed.). Burlington, MA: Jones & Bartlett Learning.
· Rubino, L. G., Esparza, S. J., & Chassiakos, Y. S. R. (2014).
New leadership for today's health care professionals: Concepts
and cases. Burlington, MA: Jones & Bartlett Learning.
·
· Assessment Instructions
Note: You are strongly encouraged to complete the assessments
in this course in the order in which they are presented.
Preparation
Before you create and submit your assessment, complete the
following:
3. Review the results of your STAR assessment and look for
credible, professional resources on leadership and managing
stressful situations.
3. Complete one of the emotional intelligence (EI) assessments
(linked in the Resources under the Capella Resources heading)
and find credible, professional resources on EI in business.
Directions
Read the requirements carefully and be sure you complete each
section.
. Section One – Emotional Intelligence and Leadership: Explain
how EI concepts improve leadership skills. How does
understanding and managing emotions make a more effective
leader?
. Section Two – Personal Leadership Assessment: Conduct a
personal leadership situational assessment using the critical
moment dialogue approach.
4. Describe a chaotic or stressful situation you experienced (in
just a few sentences) and the specific actions you took in the
situation.
4. Describe ways you could have better managed your reaction
to the situation, using the leadership resources you located.
4. Explain how this new insight might influence your personal
leadership development.

16. . Section Three – Personal Leadership Brand Statement: Based
on the results of your STAR assessment, personal leadership
situational assessment, and EI assessment, propose a personal
leadership brand or style that is authentic, reflects your
personality and strengths, and capitalizes on your EI.
5. Condense your personal leadership brand into two words that
best describe your style. You can test your proposed leadership
brand by asking colleagues for feedback. Include a so that
statement for your brand that demonstrates how your leadership
style adds value to your organization.
5. Example: "My leadership brand is collaborative
accountability so that I can facilitate effective teamwork
towards meeting the organization's goal to deliver X clinical
and/or Y financial outcomes."
. Section Four – Personal Leadership Model: Analyze how you
can combine your leadership strengths, emotional intelligence,
and personal leadership brand into a leadership model that
aligns with organizational culture and strategic goals and can
guide organizational success. Be sure your analysis includes
evidence and support from the resources you located.
Specifically, address the following:
6. Leadership strategies to guide highly effective teams.
6. How your leadership approach might be influenced by
financial forecasts.
6. How your leadership approach reflects the mission and values
of the organization, as well as professional and personal ethics.
Additional Requirements
. Structure: Include a title page and reference page.
. Length: No required minimum length. Be substantive,
thorough, and concise.
. References: At least five current credible professional
resources.
. Format: APA format for references and citations only.
. Font: Times New Roman font, 12 point, double-spaced.

17. ·
Ov
erview
Develop a personal leadership model based on your evaluation
of how you responded at a
critical moment, along with an analysis of how your personal
strengths and leadership
style can become a model for leadership within your
organization. There is no page
limit
for this assessment; be substantive, thorough, and concise.
Note
:
You are strongly encouraged to complete the assessments in this
course in the order
in which they are presented.
As a health care leader, you will face a variety of obstacles and
will need to use
leadership skills to move teams forward and overcome barriers.
Assessing the
environment
encompasses the morale and needs of individual team members,
as well as
perhaps the department or strategic business unit. Effective
leaders utilize their natural
leadership strengths and can enhance results via integration of
personal leadership and
emoti
onal intelligence.
By successfully completing this assessment, you will

18. demonstrate your proficiency in the
following course competencies and assessment criteria:
o
Competency 2
: Assess personal leadership competencies relative to the
organizational need. (L
2.4, L14.4, L22.4, L19.2, L7.2, L10.5)
§
Explain how emotional intelligence strengthens leadership
skills.
§
Describe evidence
-
based leadership strategies for managing stressful
situations.
§
Propose a personal leadership brand that reflects organizational
direction
and need.
§
Explain how leadership style aligns with organizational mission
and values,
and professional and personal ethics.
o

19. Competency 3
: Analyze characteristics of effective team l
eadership. (L5.4, L26.5,
L1.4)
§
Analyze leadership strategies to guide highly effective teams.
o
Competency 4
: Examine how financial forecasts guide organizational
leadership.
(L8.4)
§
Analyze how financial forecasts influence leadership style.
o
Competency 5
:
Communicate in a manner that is scholarly, professional, and
consistent with expectations for professionals in health care
administration. (L6.1,
L6.2, L6.3, and L6.4)
§
Write coherently, concisely, logically, and with strong support
from
relevant professio
nal resources, in an appropriate format, with correct
grammar, usage, and mechanics as expected of a health care

20. administration
Develop a personal leadership model based on your evaluation
of how you responded at a
critical moment, along with an analysis of how your personal
strengths and leadership
style can become a model for leadership within your
organization. There is no page limit
for this assessment; be substantive, thorough, and concise.
Note: You are strongly encouraged to complete the assessments
in this course in the order
in which they are presented.
As a health care leader, you will face a variety of obstacles and
will need to use
leadership skills to move teams forward and overcome barriers.
Assessing the
environment encompasses the morale and needs of individual
team members, as well as
perhaps the department or strategic business unit. Effective
leaders utilize their natural
leadership strengths and can enhance results via integration of
personal leadership and
emotional intelligence.
By successfully completing this assessment, you will
demonstrate your proficiency in the
following course competencies and assessment criteria:
o Competency 2: Assess personal leadership competencies
relative to the
organizational need. (L2.4, L14.4, L22.4, L19.2, L7.2, L10.5)
skills.
-based leadership strategies for managing

21. stressful
situations.
organizational direction
and need.
mission and values,
and professional and personal ethics.
o Competency 3: Analyze characteristics of effective team
leadership. (L5.4, L26.5,
L1.4)
tegies to guide highly effective teams.
o Competency 4: Examine how financial forecasts guide
organizational leadership.
(L8.4)
o Competency 5: Communicate in a manner that is scholarly,
professional, and
consistent with expectations for professionals in health care
administration. (L6.1,
L6.2, L6.3, and L6.4)
support from
relevant professional resources, in an appropriate format, with
correct
grammar, usage, and mechanics as expected of a health care
administration