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Assessment 3



Strategic Visioning With Stakeholders




Prepare a 10–20-slide presentation of the strategic plan you developed in Assessment 2, to be delivered to key stakeholders at a strategic visioning session.

Note: Each assessment in this course builds on the work you completed in the previous assessment. Therefore, you must complete the assessments in this course in the order in which they are presented.


The implementation and success of a strategic plan depends on the support of key stakeholders. This in turn depends on your ability to communicate clearly and persuasively with decision makers and to sell your vision of the future. You must also be able to lead the initiative and sustain strategic direction. This assessment provides you with an opportunity to showcase your strategic thinking and exercise the communication skills necessary to move your strategic plan forward toward implementation.

Questions to Consider

As you prepare to complete this assessment, you may want to think about other related issues to deepen your understanding or broaden your viewpoint. 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. Note that these questions are for your own development and exploration and do not need to be completed or submitted as part of your assessment.

Reflect on the current cultural climate in your care setting.

·        What aspects of the current cultural climate would aid in achieving one or more specific goals contained in your strategic plan?

·        What aspects of the current cultural climate would present a challenge in achieving one or more specific goals contained in your strategic plan?

·        What leadership theories, models, or strategies could help you turn this challenge into an opportunity?

Effectively communicating with internal and external stakeholders and constituencies can help in achieving strategic initiatives.

·        How would you communicate the essential aspects of the strategic plan you developed in Assessment 2 to stakeholders or groups, both internal and external to your care setting?



Suggested Resources

The resources provided here are optional. You may use other resources of your choice to prepare for this assessment; however, you will need to ensure that they are appropriate, credible, and valid. The MSN-FP6210: Leadership and Management for Nurse Executives Library Guide can help direct your research, and the Supplemental Resources and Research Resources, both linked from the left navigation menu in your courseroom, provide additional resources to help support you.


Change Leadership

·        Kash, B. A., Spaulding, A., Johnson, C. E., Gamm, L., & Hulefeld, M. F. (2014). Success factors for strategic change initiatives: A qualitative study of healthcare administrators’ perspectivesJournal of Healthcare Management59(1), 65–81.

·        Mitchell, G. (2013). Selecting the best theory to implement planned changeNursing Management (through 2013)20(1), 32–37.

·        Toussaint, J. S., & Berry, L. L. (2013). The promise of lean in health careMayo Clinic Proceedings88(1), 74–82.

o   This article provides useful information for health care leaders who are considering a lean approach to quality improvement.

·        Trajkovski, S., Schmied, V., Vickers, M., & Jackson, D. (2013). Using appreciative inquiry to transform health careContemporary Nurse: A Journal for the Australian Nursing Profession45(1), 95–100.

·        Tropello, P. D., & DeFazio, J. (2014). Servant leadership in nursing administration and academia shaping future generations of nurses and interdisciplinary team providers to transform healthcare deliveryNurse Leader12(6), 59–61.

o   This article discusses how servant leadership and AI can be employed to effect transformational change in heath care.

·        Tying Strategic Planning to Vision and Mission | Transcript.

·        Nursing Leadership: Present and Future Needs | Transcript.


Strategic Planning

·        McNamara, C. (n.d.). Basic overview of various strategic planning models. Retrieved from

·        de Paula Rodríguez Perera, F., & Peiró, M. (2012). Strategic planning in healthcare organizationsRevista Española de Cardiologia65(8), 749–754. Retrieved from


Assessment Instructions


Note: In this assessment, you will develop a presentation to stakeholders for the strategic plan you developed in Assessment 2.



Your strategic plan has been reviewed, and you have been asked to present your plan—including operational recommendations and strategic control mechanisms—at a strategic visioning session with key stakeholders (senior leaders if your plan is organization-wide, community leaders if your plan is for a community health project, or the nurse manager of a specific department or team). This session is the next step in moving your plan toward implementation.

Your deliverable for this assessment is a slide deck of 10–20 slides to supplement your presentation and facilitate discussion of your plan. You may use Microsoft PowerPoint or any other suitable presentation software. Please use the notes section of each slide to develop your talking points and reference your sources, as appropriate.

Presentation Design Tips

Being able to effectively address any audience is a necessary leadership skill. Remember that you are the speaker, not a projectionist. Your purpose is not to present a slide show. Your audience is there to listen to what you have to say, not read your slides—or worse, listen to you read them. Design your presentation slides to compliment and reinforce your message and engage your listeners.

The following tips will help you create presentation slides that work to your advantage:

·        Focus on the content of your presentation and the development of your main points. Remember that your purpose is to garner support for your plan and build partnerships for implementation.

·        Consider your intended audience and how best to communicate effectively with them.

·        Create slides that support your presentation. They should not be your presentation.

o   Use a professional presentation template, or one used in your organization.

o   Ensure that your slide background provides sufficient visual contrast for your text and graphics.

o   Avoid filling your slides with text. Use speaker notes to record the details you want to communicate to your audience.

o   Be judicious in your use of bulleted lists. You might even consider a separate slide for each main point.

o   Use images and graphics, when appropriate, to illustrate information and make your points. Presentation slides are a visual medium. Images are more effective than text at engaging your audience.

o   Avoid using images that are simply decorative. They can be a visual distraction and do not contribute to your message.

o   Avoid using flashy slide transitions and animations. They can be both distracting and annoying. Keep your slide transitions consistent throughout the presentation.

o   Add a slide to the end of your presentation to prompt questions from the audience.



Note:The requirements outlined below correspond to the grading criteria in the scoring guide, so, at a minimum be sure to address each point. In addition, you are encouraged to review the performance level descriptions for each criterion to see how your work will be assessed.

Communication, Supporting Evidence, and APA Style

·        Present your plan in a professional and respectful way, with the goal of garnering support for your plan and building partnerships for implementation.

o   Address stakeholders’ needs and concerns.

o   Communicate the need to work collaboratively on implementation.

·        Integrate relevant and credible sources of evidence to support your assertions.

o   Cite at least 3–5 sources of scholarly or professional evidence.

·        Apply correct APA formatting to all in-text citations and references.

·        Add a references slide to your slide deck.

·        Proofread your slides to minimize errors that could distract the audience and make it more difficult to focus on the substance of your presentation.



·        Summarize your plan for achieving 2–3 main goals. Include corresponding metrics, targets, and initiatives to help achieve the desired quality or safety improvements in the care setting.

Note: It may be useful to think about what you hoped to achieve in addressing your care setting’s positive core or specific area of concern in Assessment 1. For example:

·        Progress toward achieving the Triple Aim.

·        Better patient safety outcomes.

·        Lower readmission rates.

·        Higher volume of patients and care.

·        Increased financial gain.

·        Minimizing staff burnout.

·        Improved relationship and trust with the community or a specific population.

In addition, remember to consult the literature, research studies, and resources from professional and governmental organizations when developing metrics, targets, and initiatives.

·        Explain how you will communicate your plan to those stakeholders and constituencies who are essential to implementing your plan and sustaining strategic direction.

o   Identify the key individuals or groups with whom you must communicate.

o   Identify the cultural or ethical factors, if any, that are relevant to the design of your communication plan, including how key individuals or groups typically prefer to be contacted.

·        Describe the actions you will take to align your care setting’s structure, systems, shared values, management style, staff, and skills with your strategic goals.

o   Describe the changes that are needed to achieve your goals.

o   Describe the goals and processes for on-boarding relevant individuals or groups.

·        Explain how you will evaluate the success of your strategic plan.

o   Define successful implementation.

o   Describe the successful outcomes for this project.

o   Explain how will you compare outcomes to current performance benchmarks.

o   Explain how will you collect data to evaluate whether you have achieved specific goals and outcomes.

o   Identify your priorities, assuming you cannot accomplish everything.

·        Explain how relevant cultural, ethical, and regulatory considerations influenced the design of your strategic plan and strategies for its implementation.

·        Explain your role, as a nurse leader, in successfully implementing your proposed plan and sustaining strategic direction.

o   Explain how leadership and health care theories support your role.

·        Explain why your leadership qualities and skills will enable you to successfully implement your plan and sustain strategic direction.

o   Explain why should you be the one to lead this initiative.

o   Explain how have you demonstrated some or all of these qualities in past work.


N.B- Please use Microsoft PowerPoint, all slides needs speaker notes, address all assessment instructions and use scoring guide.  See attached files.

Thank you,



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