JWI533 Financial Leadership Your success has not gone unnoticed. You have been asked by the Board of Directors whether you have any ideas for strategies th

JWI533 Financial Leadership Your success has not gone unnoticed. You have been asked by the Board of Directors whether you have any ideas for strategies that can take the organization forward in its pursuit of pay-for-value. As it turns out, you have an idea for a technological innovation you have been reading about, but it requires a significant capital investment to make it happen. You have a strong feeling that your idea could make a big difference, but you know you can’t go to the Board with just “feelings.” Your pitch must be grounded in facts and numbers; a plan that cannot demonstrate financially viable will never get approved. So, you need to present not just your strategy, but a budget to support that strategy. JWI 533: Saving Money, Saving Lives
Assignment 3
Strategy and Capital Budget Presentation
Due: Sunday, Midnight of Week 9 (30% of total grade)
Background
You have made great strides in financial leadership in the first few months in your new role and have
done a terrific job aligning your organization around a vision of pay-for-value Healthcare.
Your success has not gone unnoticed. You have been asked by the Board of Directors whether you have
any ideas for strategies that can take the organization forward in its pursuit of pay-for-value. As it turns
out, you have an idea for a technological innovation you have been reading about, but it requires a
significant capital investment to make it happen. You have a strong feeling that your idea could make a
big difference, but you know you can’t go to the Board with just “feelings.” Your pitch must be grounded
in facts and numbers; a plan that cannot demonstrate financially viable will never get approved. So, you
need to present not just your strategy, but a budget to support that strategy.
Instructions
The Board has invited you to give a 5-minute presentation outlining your proposal. They want you to
explain your idea, walk them through the reasons you think it’s needed, explain how it will be funded, and
how success will be measured. That’s a tall order, but you’re up to the challenge!
You’ve decided to organize your presentation around a 5-slide PowerPoint deck (plus one slide for
references) as follows:
1. Executive Summary: Explain the proposed technology investment and give a synopsis of what
the Board can expect in the slides that follow. Explain why this is a meaningful innovation that
takes the organization forward.
2. Data Synopsis: Identify 5 budget inputs with estimated financial details that must be considered
when evaluating this project. Examples can include (but are not limited to):
a. Additional patients served
b. Changes in staffing
c. Variance in clinical outcomes
d. Operating revenue/profit increases
e. Additional space or renovation required
© 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 533 (1192)
Page 1 of 3
JWI 533: Saving Money, Saving Lives
Assignment 3
3. Run the Numbers: Build and explain a budget to support the project and give a clear summary of
the relevant financial data based on the following:
a. You have up to limited dollars to spend.
b. The proposed capital investment must be for a technology solution. This could include
things such as: health records data management tools, robotics, telemedicine, etc.
c. You must secure a “reasonable” estimate for the costs associated with the capital
expenditure. This can be accomplished through contacting vendors, speaking with your
finance department or a bit of research on the Internet.
d. You must consider a “lease versus buy” evaluation for this project. You can obtain bank
loan for 100% of the purchase.
e. 5 Years MCARS (depreciation table) must be used for this project.
f. Identify the Net Present Value for Leasing vs Buying.
Special Note – Contact Your Professor for the required data points.
4. Reflections on Other Capital Budgeting Methods: The Board has specifically asked you to
explain why Net Present Value has been used for this project versus the Payback Method,
Internal Rate of Return and Accounting Rate of Return.
5. State your Financial Conclusions
a. What is your recommendation to the Board as to whether the organization should Lease
vs Buy?
b. Are there other non-financial factors you should consider that need to be conveyed to the
Board?
c. How will the project be monitored for ongoing assessment of performance?
6. References and Citations Appendix Slide (include sources for rates, prices and other data
used in the presentation)
Submission Requirements
Your PowerPoint deck should be delivered in a professional manner.
© 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 533 (1192)
Page 2 of 3
JWI 533: Saving Money, Saving Lives
Assignment 3
RUBRIC: Assignment 3
CRITERIA
1. Executive Summary
Weight: 5%
2. Data Synopsis
Unsatisfactory
Weight: 30%
4. Reflections on Other
Capital Budgeting
Methods
Pass
Provided a good overview
of how the presentation is
organized and clearly
stated its purpose;
provided a satisfactory
explanation for how the
proposed project supports
the organization’s mission
Provided an excellent
overview of how the
presentation is organized
and clearly stated its
purpose; provided a clear
explanation for how the
proposed project supports
the organization’s mission
Provided an exemplary
overview of how the
presentation is organized
and clearly stated its
purpose; provided a
compelling and inspiring
explanation for how the
proposed project supports
the organization’s mission
Data was missing, unclear
or irrelevant to the capital
budgeting project being
proposed
Data was overly basic, too
general and/or inadequately
connected to the capital
budgeting project being
proposed
Data was good, but basic;
the data that was provided,
however, was clearly
presented as rationale for
the capital budgeting
project being proposed
Data was very good
demonstrating discernment
of what matters and how it
supports the need to for
the capital budgeting
project being proposed
Data was comprehensive
and well-chosen
demonstrating excellent
discernment of what
matters and how it
supports the need to for
the capital budgeting
project being proposed
Budget was missing key
components, did not
discuss how the project
would be paid for and did
not identify variables that
could impact the project
Budget was missing key
components of cost and
provided only a basic
explanation of financing
options and variables that
could impact the project
Budget addressed all key
components of cost and
provided on a good
explanation of financing
options and variables that
could impact the project
Budget provided a clear
picture of costs, options
and variables and offered
a concise picture of all
components and their
potential impact on the
project
Budget provided an
extremely clear and
accurate picture of costs,
options and risks with the
right amount of detail for a
Board-level presentation
Missing, unclear or offtopic explanation
Basic reflection on options,
but consideration of only
one alternative
Good reflection on why Net
Present Value has been
used for this project versus
two alternative methods
Very good analysis of why
Net Present Value has
been used for this project
versus the Payback
Method, Internal Rate of
Return and Accounting
Rate of Return
Exemplary analysis of why
Net Present Value has
been used for this project
versus the Payback
Method, Internal Rate of
Return and Accounting
Rate of Return
Presentation did not recap
main points AND did not
explain the plan for
ongoing project evaluation
Presentation included
unfocused recap of main
points OR did not explain
the plan for ongoing project
evaluation
Presentation included
good recap of main points
AND basic explanation of
the plan for ongoing
project evaluation
Presentation included
excellent recap of main
points AND specific
benchmarks for ongoing
project evaluation
Presentation included
strong and passionate
recap of main points tying
them directly to mission
AND included specific
benchmarks for ongoing
project evaluation
No data or citations were
proved to support the facts
and figures used in the
presentation
Some data and citations
were proved to support the
facts and figures used in the
presentation, but verifiable
sources were not included
Sufficient data and
citations were proved to
support the facts and
figures used in the
presentation, but verifiable
sources were not included
Excellent data and
citations were proved to
support the facts and
figures used in the
presentation with all
sources documented
Comprehensive data and
citations were proved to
support the facts and
figures used in the
presentation with all
sources verifiable and
documented
Did not make use of PPT
deck or used deck that did
not follow prescribed
format; did not present in a
professional manner
and/or did not adhere to
time limits
Communicated somewhat
professionally, but showed
evidence of lack of
preparation resulting in poor
timing and delivery; PPT
deck and presentation of
material only partially
followed formatting
instructions
Solid, but basic
presentation; covered all
presentation components
in allotted time; PPT
materials followed
prescribed format and
made good use of visual
design to support
presentation
Presentation delivered
very professionally; PPT
deck was very well
designed and made
excellent use of bullets,
charts, colors and other
design elements that
supported the presentation
without being to too
complex to be easily
understood
Presentation delivered
very professionally; PPT
deck was very well
designed and made
excellent use of bullets,
charts, colors and other
design elements that
supported the presentation
without being to too
complex to be easily
understood
Weight: 10%
6. Citations.
Weight: 10%
7. Presentation
Weight: 15%
Honors
Provided unclear overview
of how the presentation is
organized OR did not state
its purpose OR did not
explain how the proposed
project supports the
organization’s mission
Weight: 10%
5. State your Financial
Conclusions
High Pass
Did not provide an
overview of how the
presentation is organized
and did not state its
purpose; did not explain
how the proposed project
supports the
organization’s mission
Weight: 20%
3. Run the Numbers
Low Pass
© 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 533 (1192)
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