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Content Requirements
You will create a PowerPoint presentation with a realistic case study and include appropriate and pertinent clinical information that will be covering the following:

1. Subjective data: Demographics; Chief Complaint; History of the Present Illness (HPI) that includes the presenting problem and the 8 dimensions of the problem; Medications; Allergies; Past medical history; Family history; Past surgical history; Social history;  Review of Systems (ROS)
2. Objective data: Vital signs; Physical exam, Labs (reviewed from the patient’s medical records, if no lab/diagnostic tests were done recently to review, you must indicate that to receive credit).
3. Assessment: Differential diagnosis; Primary Diagnosis
4. Plan: Laboratory and diagnostic tests; Pharmacologic treatment plan; Non-pharmacologic treatment plan; Anticipatory guidance (primary prevention strategies); Follow up plan.
5. Other: Incorporation of current clinical guidelines; Integration of research articles; Role of the Nurse practitioner

 

Submission Instructions:

• The presentation is original work and logically organized, formatted, and cited in the current APA style, including citation of references.
• The presentation should consist of 10-15 slides
• Incorporate a minimum of 4 current (published within the last five years) scholarly journal articles or primary legal sources (statutes, court opinions) within your work. Journal articles and books should be referenced according to APA style (the library has a copy of the APA Manual).
•  

Assignment 2:  Application of Middle Range Theories in Nursing Practice

Aligned with Modules 7, 8, and 9.

1. Based on the Case Study of Ms G. (presented below) and your readings in Smith (2020) and/or Peterson and Bredow (2020), or theories from other health related disciplines, such as:

• Lazarus & Folkman Stress & Coping McCubbin’s Family Resiliency Model Fishbein’s Theory of Reasoned Action
• Ajzen’s Theory of Planned Behavior
• Health Belief Model
• Olson’s Circumplex Model (Family) Belsky’s Parenting Model
• Locus of Control
• Selye’s Stress Model
• Theory of Learned Resourcefulness Bandura’s Self-Efficacy Theory
• Family Life Cycle
• Aguilera & Messick’s Crisis Intervention Theory

 

SELECT ONE Middle Range Theory that you believe would be appropriate to guide the nursing care of Ms G.

 

1. Based on the Selected Middle Range Theory Discuss the Following:

• Theory Development
• Purpose
• Assumptions
• Key Concepts
• Propositions of the Theory

 

2. Based on the Middle Range Theory:

• Identify Three Nursing Assessment Questions
• Identify Three Nursing Actions (Interventions)

  

3. Write one research question based on the middle range theory and the care of Ms G.

 

4. Discuss how knowledge of a middle range theory has informed or guided your nursing practice in the care of Ms G.

 

Case Study of Ms. G

 

Demographic Information: 42-year old Hispanic female

Primary Care Clinic Visit: Appointment made in primary care clinic for recurrent vaginal infections and follow-up for atypical cells on pap smear.

Initial complaint: “I am having bleeding between my periods.  I have pain in my abdomen and back. I have been feeling lousy for weeks.”

 

Diagnosis:  Stage III Cervical Cancer

 

History of Present Illness

• Current admission to the medical-surgical unit for a total abdominal hysterectomy
• Post-operative day 3: Patient reporting abdominal pain (7/10 in intensity), intermittent nausea with vomiting, chills and sweats, anxious mood, generalized weakness and insomnia. No frequency on urination or urinary burning. Reports slight red vaginal discharge.
• Emotional Outlook: Crying: States “I knew something bad was going to happen to me. Am I going to die? God is angry with me.”

 

Past Medical and Surgical History

• History of constipation since childhood. Takes Metamucil daily to promote regularity
• History of asthma
• Termination of pregnancy six months before her divorce since her husband did not want any more children and unstable relationship

Psychiatric History

• Post-partum depression after each pregnancy. Treated with anti-depressants and counseling.

 

Social History

• No history of substance use
• Reports two to three glasses of wine with dinner every night
• Limited social network since divorce
• Unable to work at present- income $31,000 per year

 

Cultural/Spiritual History

• Family originally from Puerto Rico.
• Faith-Catholic though has not attended church recently.

 

Sexual and Reproductive History

• Menarche age 12; sexual abuse age 14 by family friend
• Two Cesarean sections (Patient’s age 24 and age 29)
• Used birth control pills
• Has new sexual partner who she met at work

Family History

• Sons have been delinquent at school; participation in gang activity
• Unavailability of support of parents due to their own chronic illness (Father-prostate cancer; Mother- depression)

Activities of Daily Living

• Limited energy to perform IADLs or ADLs.

GRADING RUBRIC

Components of Assignment #2
Middle Range Theory ·         Theory Development ·         Purpose ·         Assumptions ·         Key Concepts ·         Propositions of the Theory
Middle Range Theory: Three Nursing Assessment Questions
Middle Range Theory: Three Nursing Actions (Interventions)
Develop ONE Research question to test the Middle Range Theory
Discuss how knowledge of this middle range theory informs your nursing practice

Assignment 2:  Application of Middle Range Theories in Nursing Practice (20%)

Aligned with Modules 7, 8, and 9.

Please follow APA format, add citations and references. Document will be verified for plagiarism and AI use. Thank you! 

 

1. Based on the Case Study of Ms G. (presented below) and your readings in Smith (2020) and/or Peterson and Bredow (2020), or theories from other health related disciplines, such as:

• Lazarus & Folkman Stress & Coping McCubbin’s Family Resiliency Model Fishbein’s Theory of Reasoned Action
• Ajzen’s Theory of Planned Behavior
• Health Belief Model
• Olson’s Circumplex Model (Family) Belsky’s Parenting Model
• Locus of Control
• Selye’s Stress Model
• Theory of Learned Resourcefulness Bandura’s Self-Efficacy Theory
• Family Life Cycle
• Aguilera & Messick’s Crisis Intervention Theory

 

SELECT ONE Middle Range Theory that you believe would be appropriate to guide the nursing care of Ms G.

 

1. Based on the Selected Middle Range Theory Discuss the Following:

• Theory Development
• Purpose
• Assumptions
• Key Concepts
• Propositions of the Theory

 

2. Based on the Middle Range Theory:

• Identify Three Nursing Assessment Questions
• Identify Three Nursing Actions (Interventions)

  

3. Write one research question based on the middle range theory and the care of Ms G.

 

4. Discuss how knowledge of a middle range theory has informed or guided your nursing practice in the care of Ms G.

 

Case Study of Ms. G

 

Demographic Information: 42-year old Hispanic female

Primary Care Clinic Visit: Appointment made in primary care clinic for recurrent vaginal infections and follow-up for atypical cells on pap smear.

Initial complaint: “I am having bleeding between my periods.  I have pain in my abdomen and back. I have been feeling lousy for weeks.”

 

Diagnosis:  Stage III Cervical Cancer

 

History of Present Illness

• Current admission to the medical-surgical unit for a total abdominal hysterectomy
• Post-operative day 3: Patient reporting abdominal pain (7/10 in intensity), intermittent nausea with vomiting, chills and sweats, anxious mood, generalized weakness and insomnia. No frequency on urination or urinary burning. Reports slight red vaginal discharge.
• Emotional Outlook: Crying: States “I knew something bad was going to happen to me. Am I going to die? God is angry with me.”

 

Past Medical and Surgical History

• History of constipation since childhood. Takes Metamucil daily to promote regularity
• History of asthma
• Termination of pregnancy six months before her divorce since her husband did not want any more children and unstable relationship

Psychiatric History

• Post-partum depression after each pregnancy. Treated with anti-depressants and counseling.

 

Social History

• No history of substance use
• Reports two to three glasses of wine with dinner every night
• Limited social network since divorce
• Unable to work at present- income $31,000 per year

 

Cultural/Spiritual History

• Family originally from Puerto Rico.
• Faith-Catholic though has not attended church recently.

 

Sexual and Reproductive History

• Menarche age 12; sexual abuse age 14 by family friend
• Two Cesarean sections (Patient’s age 24 and age 29)
• Used birth control pills
• Has new sexual partner who she met at work

Family History

• Sons have been delinquent at school; participation in gang activity
• Unavailability of support of parents due to their own chronic illness (Father-prostate cancer; Mother- depression)

Activities of Daily Living

• Limited energy to perform IADLs or ADLs.

 

 

 

 

 

 

 

GRADING RUBRIC

Components of Assignment #2	Points
Middle Range Theory ·         Theory Development ·         Purpose ·         Assumptions ·         Key Concepts ·         Propositions of the Theory	9 points
Middle Range Theory: Three Nursing Assessment Questions	3 points
Middle Range Theory: Three Nursing Actions (Interventions)	3 points
Develop ONE Research question to test the Middle Range Theory	2 points
Discuss how knowledge of this middle range theory informs your nursing practice	3 points
Total	20 points

Write an 8 page research paper on a current child welfare policy that you think requires change. The following are topics you may use: Competent Child Welfare Services to Gay and Lesbian Adolescents and Families; Gay and Lesbian Foster/Adoptive Parents; Kinship Homes; Prevention and Protective Service; Child Abuse and Neglect; Domestic Violence; Siblings in Foster Care; Therapeutic Foster Boarding Homes; Impact of Substance use on Families and Children- or any other from the readings, that you may select in consultation with your mentor.

Include the following elements in your paper:

 
A) Societal recognition of the problem- how did the problem get recognized, and how did they get society interested in it? What research has been conducted on the topic? Is there extensive research or only a few studies?

B) What does the research indicate as the advantages and disadvantages of this policy?

Include your reasoning for the recommended change.

 C) How do ethnicity, race, and socioeconomic status affect the policy?

In addition to the text and scholarly journals, you can use the web resources provided in this course to assist you in presenting and researching your policy of interest.

In this crime scene scenario, there are a number of evidence types that you will need to collect. The crime scene is a single-floor house with a burned-down tool shed in the back. There is a mailbox that appears to have been hit by a car backing out of the driveway. It is 90 degrees (F) with 100% humidity.

The items you will collect include the following:

• A vial of liquid blood
• Stains on clothing that may be semen
• A paper packet containing an unknown powder
• Fumes from the shed that was burned to the ground, containing a body (the body will be handled by the medical examiner, not you)
• Paint transfer apparently from a vehicle onto the mailbox in front of the crime scene
• Hair and fiber found on a hammer with what appears to be dried blood

In a 4–6-page paper, complete the following:

• Describe the methods you would use to pack these items for transport to the lab.
• Explain the danger of the evidence degradation due to the environment.
• Describe the instrumentation at the lab that might be used to examine the evidence.

Description

In this assignment, you will be exploring tasks that an actual crime scene investigator might accomplish.

There has been a murder in which it is clear that a person riding a mountain bike on the side of a dirt country road was intentionally struck down by a suspect. The suspect then stepped out of his or her vehicle and shot the biker.

A witness riding an ATV heard the shot and came on the scene just in time to see the suspect kick the victim hard a couple of times, presumably to determine if he or she was dead.

You have executed a warrant for the shoes of the driver/shooter and obtained the shoes worn by the suspect for examination.

• Select a pair of shoes from your personal wardrobe, or borrow a pair from someone else. It is important that you select shoes that are at least 6 months old and are worn often (new shoes will not have much evidence on them. Using a household magnifying glass and a strong white light source—either a desk lamp or flashlight—closely examine the pair of shoes you selected.
• Identify 3 or 4 items from the soles of the shoes, and explain in a 3–5-page paper how you conducted your examination, the type of items you found, their possible significance to the crime scene, and how you would recover and package the evidence you found.

Note: The following are just suggestions and are not mandatory for your paper grade. You may find this an instructive exercise.

You may have access to an ultraviolet light source like the ones used for identifying water marks on money and checks, commonly found at cashiers’ stations. Wear a pair of yellow glasses used as sporting glasses for skiing and shooting. This is just an extra suggestion and is not mandatory for the assignment.

You may also photograph items you have found and attach the photos to the paper if you care to. If you decide to photograph the items, do it on a piece of white bond paper—the photos will turn out better.

In your Unit 3 Individual Project, you will create 8 APA formatted Annotated Bibliographies as part of your Capstone project. This is a 3-step process, as follows:

• Step 1: Search for, find and review existing literature (articles) about your Capstone topic. You may find information in the AIU library, online and from government Web sites. Do not use tabloids, Wikipedia, Cliff Notes, Wisegeek or other unprofessional sources as references. Click here for a review of sources that have been used in the past for Capstone projects.
• Step 2: Identify 8 articles that you want to use to support your final Capstone project. Scholarly publication dates should not be over 10 years old, unless you are using it for historical purposes.
• Step 3: Create 8 Annotated Bibliographies as your Unit 3 Individual Project. Click here for a review of how to create an Annotated Bibliography and click here to see sample bibliographies.

Click here for a blank template to begin writing your Annotated Bibliography. Save it to your computer.

My topic I chose is in regards to traffic stops and how dangerous they can be.

Comprehensive Strategic Plan

Create 10-12 APA formatted pages with Cite seven (7) peer-reviewed articles, a strategic plan for the selected company, incorporating SWOT, VRIO, and scenario planning. Include a policy recommendation section addressing corporate governance and ethical considerations.

Detailed Breakdown of Comprehensive Strategic Plan Assignment

Section	Content
SWOTT Analysis	Conduct a SWOT (Strengths, Weaknesses, Opportunities, Threats, and Trends) analysis for the selected company to identify internal and external factors affecting strategic choices.
VRIO Analysis	Perform a VRIO (Value, Rarity, Imitability, Organization) analysis to evaluate the company’s resource-based advantages and potential areas for improvement.
Scenario Planning	Develop various strategic scenarios based on possible future developments. Discuss how these scenarios could impact the company’s strategy and decision-making processes.
Policy Recommendations	Propose policy recommendations that address corporate governance, ethical considerations, and regulatory compliance. Include a discussion of how these policies support strategic objectives.
Implementation Plan	Outline a high-level implementation plan for the proposed strategies and policies. Include timelines, resources needed, and key performance indicators (KPIs) to measure success.
Conclusion	Summarize the key findings and recommendations. Discuss how the strategic plan aligns with the company’s vision and mission, and addresses future challenges.

Overview

Throughout this course, you have created assignments for a business consulting pitch deck. In your Week 3 assignment you shared important data and insights about your company. In Week 6, you analyzed the data and provided a targeted recommendation for the challenge or opportunity faced by the company. In this assignment, you will continue in your role as a hired consultant and compile an implementation plan that addresses communication, collaboration, motivation, and return on investment. This is your final (cumulative) pitch deck presentation.

Instructions

The goal of this assignment is to convince leadership at the company to accept your recommendation and implement the strategies in your proposal.

Important: In this assignment, you will combine the three assignments (PPT decks) into a single, final pitch deck that could be presented to your company leadership. Be sure you have made the necessary changes to your previous assignments based on instructor feedback. You will also include your Sources slides to include all resources used throughout the project. The assignment must be completed using the provided PowerPoint template.

• Download and save the Week 9_Assignment_Template [PPTX] Download Week 9_Assignment_Template [PPTX].
• Follow the guidelines provided in the Strayer Library: SWS Guidelines for Slideshow Presentations.
• Review the rubric carefully before you begin working on the assignment.
• Review and incorporate the instructor feedback from your week 3 and week 6 assignments. Those slides will be incorporated into this deck and submitted as part of this assignment for the full presentation.
• Using the template, complete seven additional slides that will be the final part of a pitch deck for the company that hired you as a business consultant. Each slide should include 1-2 paragraphs of speaker notes that will be utilized to explain the content to the company leadership.

Important note: This final presentation will be 19 slides in total: five content slides from the Week 3 assignment [exclude the title slide], six slides from the Week 6 assignment [exclude the title slide], and nine slides from this assignment (which will also include some sections of the Week 7 communication plan). This includes a title slide and a cumulative sources slide.

• Slide 1: Title slide. Add the name of the company as a subtitle, as well as your name and the date.
• Slides 2-6: Insert the five content slides from the Week 3 Assignment – Gathering the Data. (Company Background, Operations, Key Financial Data, SWOT Analysis, Challenges or Opportunities = 5 slides)
• Slides 7-11: insert the five content slides from the Week 6 Assignment – Analysis and Recommendation. (Challenge or Opportunity, Competitor Solutions – Competitor 1, Competitor Solutions – Competitor 2, Recommendation Title, Recommendation Approach and Focus = 5 slides)
• Slide 12: NEW SLIDE for Assignment 3 – Potential Impact of Waiting. Describe the potential impact of not acting on the selected challenge or opportunity. Use data to support your conclusion. (A detailed explanation should be included in the speaker notes.)
• Slide 13: NEW SLIDE for Assignment 3 – Potential Return on Investment. Evaluate the potential return on investment (ROI) for acting on this challenge or opportunity. Use data to support your explanation. (A detailed explanation should be included in the speaker notes.)
• Slide 14: NEW SLIDE for Assignment 3 – Implementation Strategy. Create an implementation strategy that advises the company’s leadership on how to create a sense of urgency and shared mission around implementing the business consulting plan. (A detailed explanation should be included in the speaker notes.)

Slides 15-16 will come from your Week 7 communication plan activity. (Note: Be sure you have addressed and incorporated instructor feedback.)

• Slide 15: NEW SLIDE for Assignment 3 – Communication Plan – Overall Objective. State the overall objective of the communication plan and the key stakeholders directly or indirectly impacted by the recommended strategy. Indicate if the stakeholder will be leading or following the change(s). (A detailed explanation should be included in the speaker notes.)
• Slide 16: NEW SLIDE for Assignment 3 – Communication Plan – Stakeholder Channels. Determine the appropriate stakeholder communication channels to provide information and actively listen to concerns or recommendations. Explain how this is inclusive and motivating to the organizational culture. (A detailed explanation should be included in the speaker notes.)

Slides 17-18 address the entire consulting plan.

• Slide 17: NEW SLIDE for Assignment 3 – Timeline. Provide a timeline for the implementation of the entire business consulting plan (recommendation). Be sure to include important milestones and deadlines. (A detailed explanation should be included in the speaker notes.)
• Slide 18: NEW SLIDE for Assignment 3 – Next Steps. Summarize the next steps in the business consulting plan (recommendation) and specify the key individuals or departments responsible for executing and overseeing the implementation plan. This promotes accountability and clarity in the process. (A detailed explanation should be included in the speaker notes.)

Slide 19 should include ALL sources used throughout the project (all three assignment submissions). You may add an additional Sources slide if needed.

• Slide 19: Sources slides. Use three or more quality sources to support your writing. Choose sources that are credible, relevant, and appropriate. Cite each source listed on your source slide at least one time within your assignment. (Note: The final sources slide should be cumulative and include all sources used in the three assignments.)
  • For help with research, writing, and citation, access the library.
• Combine all of your slides from week 3, week 6, and this week’s assignment together into one singular PowerPoint presentation file. This is the full pitch deck for the business consulting plan (recommendation) that you would present to the company leadership. (Note: See the guide in the resources section for help on how to reuse and combine slides into a PowerPoint presentation.)
• Submit your completed assignment template/PowerPoint presentation file (PPT or PPTX) using the provided link in Week 9.
• Produce writing that is clear and well organized and applies appropriate Strayer Writing Standards (SWS) style. Writing contains accurate grammar, mechanics, and spelling.

Note: Speaker notes are not visible in the Canvas preview but will be visible when the instructor downloads them for grading.

This course requires the use of Strayer Writing Standards (SWS). The library is your home for SWS assistance, including citations and formatting. Please refer to the Library site for all support. Check with your professor for any additional instructions.

Resources

• SWS Guidelines for Slideshow Presentations

The following tools available in the Strayer Library will help you with your research:

• Company, Industry, and Market Research using Business Source UltimateLinks to an external site. (Start with this resource – it will be very helpful as you search for specific information.)
• Business Source Ultimate Library Guide
• Business Source Ultimate Database
  • Market Line Company Profiles – Type the company name in the 2nd field (Note: your company may or may not be listed here.)
  • SWOT analyses can be found under the publication type.
• Library of Congress Research GuidesLinks to an external site. (See their left-hand menu.)

The following websites can provide helpful data on budgets and spending:

• U.S. National Debt: Implications for Organizations
• Government spending (Mind map)
• Fiscal Data US Treasury Dept.Links to an external site.
• USA SpendingLinks to an external site.

Tutorials on how to combine PowerPoint presentations using copy and paste:

• Website: Copy and paste your slides – Microsoft SupportLinks to an external site.
• Video: Import Slides from Another PPT PresentationLinks to an external site.

Video tutorial on how to add speaker notes to a PowerPoint presentation:

The specific course learning outcome associated with this assignment is the following:

• Propose a leadership implementation and communication strategy that is inclusive and motivating to the organizational culture.

View RubricWeek 9 Assignment – ePortfolio- Business Consulting Plan Part 3: ImplementationWeek 9 Assignment – ePortfolio- Business Consulting Plan Part 3: ImplementationCriteriaRatingsPtsDescribe the potential impact of not acting on the challenge or opportunity. Use data to support your conclusion. Speaker notes are used correctly for detailed explanation.17.5 to >15.75 ptsExemplaryDescribed the potential impact of not acting on the challenge or opportunity. Used data to support your conclusion. Speaker notes are used correctly for detailed explanation.15.75 to >14 ptsCompetentDescribed the potential impact of not acting on the challenge or opportunity. Used data to support your conclusion. Speaker notes are used correctly but need to be more detailed for a full explanation.14 to >12.25 ptsSatisfactoryIdentified the potential impact of not acting on the challenge or opportunity. Did not use accurate or sufficient data to support your conclusion. Speaker notes are used correctly but need to be more detailed for a full explanation.12.25 to >10.5 ptsNeeds ImprovementIdentified the potential impact of not acting on the challenge or opportunity. Did not use data to support your conclusion. Speaker notes with explanation are missing.10.5 to >0 ptsUnacceptableDid not submit or did not describe the potential impact of not acting on the challenge or opportunity./ 17.5 ptsEvaluate the potential return on investment (ROI) for acting on this challenge or opportunity. Use data to support your explanation. Speaker notes are used correctly for detailed explanation.17.5 to >15.75 ptsExemplaryEvaluated the potential return on investment (ROI) for acting on this challenge or opportunity. Used data to support your explanation. Speaker notes are used correctly for detailed explanation.15.75 to >14 ptsCompetentEvaluated the potential return on investment (ROI) for acting on this challenge or opportunity. Used data to support your explanation. Speaker notes are used correctly but need to be more detailed for a full explanation.14 to >12.25 ptsSatisfactoryDescribed the potential return on investment (ROI) for acting on this challenge or opportunity. Did not use accurate or sufficient data to support your explanation. Speaker notes are used correctly but need to be more detailed for a full explanation.12.25 to >10.5 ptsNeeds ImprovementDescribed the potential return on investment (ROI) for acting on this challenge or opportunity. Did not use data to support your explanation. Speaker notes are missing.10.5 to >0 ptsUnacceptableDid not submit or did not evaluate the potential return on investment (ROI) for acting on this challenge or opportunity./ 17.5 ptsCreate an implementation strategy that advises the company’s leadership on how to create a sense of urgency and shared mission around implementing the business consulting plan. Speaker notes are used correctly for detailed explanation.17.5 to >15.75 ptsExemplaryCreated an implementation strategy that advises the company’s leadership on how to create a sense of urgency and shared mission around implementing the business consulting plan. Speaker notes are used correctly for detailed explanation.15.75 to >14 ptsCompetentCreated an implementation strategy that advises the company’s leadership on how to create a sense of urgency and shared mission around implementing the business consulting plan. Speaker notes are used correctly but need to be more detailed for a full explanation.14 to >12.25 ptsSatisfactoryIdentified some steps for an implementation strategy but did not provide enough detail or evidence to create a sense of urgency or shared mission around implementing the business consulting plan. Speaker notes are used correctly but need to be more detailed for a full explanation.12.25 to >10.5 ptsNeeds ImprovementIdentified some steps for an implementation strategy but did not provide enough detail or evidence to create a sense of urgency or shared mission around implementing the business consulting plan. Speaker notes are missing.10.5 to >0 ptsUnacceptableDid not submit or did not create an implementation strategy that advises the company’s leadership on how to create a sense of urgency and shared mission around implementing the business consulting plan./ 17.5 ptsState the overall objective of the communication plan and the key stakeholders who are directly or indirectly impacted by the recommended strategy. Indicate if the stakeholder will be leading or following the change(s). Speaker notes are used correctly for detailed explanation.17.5 to >15.75 ptsExemplaryStated the overall objective of the communication plan and the key stakeholders who are directly or indirectly impacted by the recommended strategy. Indicated if the stakeholder will be leading or following the change(s). Speaker notes are used correctly for detailed explanation.15.75 to >14 ptsCompetentStated the overall objective of the communication plan and the key stakeholders who are directly or indirectly impacted by the recommended strategy. Did not indicate if the stakeholder will be leading or following the change(s). Speaker notes are used correctly but are lacking necessary detail for a full explanation.14 to >12.25 ptsSatisfactoryStated the overall objective of the communication plan. Did not identify the key stakeholders who are directly or indirectly impacted by the recommended strategy. Did not indicate if the stakeholder will be leading or following the change(s). Speaker notes are used correctly but are lacking necessary detail for a full explanation.12.25 to >10.5 ptsNeeds ImprovementStated the overall objective of the communication plan. Did not identify the key stakeholders who are directly or indirectly impacted by the recommended strategy. Did not indicate if the stakeholder will be leading or following the change(s). Speaker notes are missing. Instructor feedback was not addressed from communication plan activity.10.5 to >0 ptsUnacceptableDid not submit or did not state the overall objective of the communication plan./ 17.5 ptsDetermine the appropriate stakeholder communication channels to provide information and actively listen to concerns or recommendations. Explain how this is inclusive and motivating to the organizational culture. Speaker notes are used correctly for detailed explanation.17.5 to >15.75 ptsExemplaryAccurately determined the appropriate stakeholder communication channels to provide information and actively listen to concerns or recommendations. Explained how this is inclusive and motivating to the organizational culture. Speaker notes are used correctly for detailed explanation.15.75 to >14 ptsCompetentAccurately determined the appropriate stakeholder communication channels to provide information and actively listen to concerns or recommendations. Explained how this is inclusive and motivating to the organizational culture. Speaker notes are used but lack necessary details for a full explanation.14 to >12.25 ptsSatisfactoryDetermined the stakeholder communication channels to provide information and actively listen to concerns or recommendations with 1-2 errors or omissions. Explained how this is inclusive and motivating to the organizational culture. Speaker notes are used but lack necessary details for a full explanation.12.25 to >10.5 ptsNeeds ImprovementDetermined the stakeholder communication channels to provide information and actively listen to concerns or recommendations with 3-4 errors or omissions. Or did not explain how this is inclusive and motivating to the organizational culture. Speaker notes are missing. Instructor feedback was not addressed from communication plan activity.10.5 to >0 ptsUnacceptableDid not submit or did not determine the appropriate stakeholder communication channels./ 17.5 ptsProvide a timeline for the implementation of the business consulting plan, including important milestones and deadlines. Speaker notes are used correctly for detailed explanation.17.5 to >15.75 ptsExemplaryProvided a timeline for the implementation of the business consulting plan, including important milestones and deadlines. Speaker notes are used correctly for detailed explanation.15.75 to >14 ptsCompetentProvided a timeline for the implementation of the business consulting plan that is missing important milestones and deadlines. Speaker notes are used but lack necessary details for a full explanation.14 to >12.25 ptsSatisfactoryProvided a timeline for the implementation of the business consulting plan that is missing important milestones and deadlines. Speaker notes are missing. Instructor feedback was not addressed from the communication plan activity.12.25 to >10.5 ptsNeeds ImprovementProvided a timeline for the implementation of the business consulting plan that is missing important milestones and deadlines. Speaker notes are missing. Instructor feedback was not addressed from communication plan activity.10.5 to >0 ptsUnacceptableDid not submit or did not provide a timeline for the implementation of the business consulting plan./ 17.5 ptsSummarize the next steps in the business consulting plan (recommendation) and specify the key individuals or departments responsible for executing and overseeing the implementation of the plan. Indicate how this promotes accountability and clarity in the process. Speaker notes are used correctly for detailed explanation.17.5 to >15.75 ptsExemplaryAccurately summarized the next steps in the business consulting plan and specified the key individuals or departments responsible for executing and overseeing the implementation plan. Promoted accountability and clarity in the process. Speaker notes are used correctly for detailed explanation.15.75 to >14 ptsCompetentSummarized the next steps in the business consulting plan and specified the key individuals or departments responsible for executing and overseeing the implementation plan. Promoted accountability and clarity in the process. Speaker notes are used but lack necessary details for a full explanation.14 to >12.25 ptsSatisfactoryIdentified the next steps in the business consulting plan. Specified individuals or departments responsible for executing and overseeing the implementation plan with 1-2 errors or omissions. Did not clearly promote accountability and clarity in the process. Speaker notes are used but lack necessary details for a full explanation.12.25 to >10.5 ptsNeeds ImprovementIdentified the next steps in the business consulting plan with errors or omissions. Did not specify individuals or departments responsible for executing and overseeing the implementation plan. Did not promote accountability and clarity in the process. Speaker notes are missing.10.5 to >0 ptsUnacceptableDid not submit or did not summarize the next steps in the business consulting plan./ 17.5 ptsCombine all three assignments (weeks 3, 6, and 9) together into one PowerPoint presentation including speaker notes and sources slide(s).17.5 to >15.75 ptsExemplaryAccurately combined all three assignments together into one PowerPoint presentation including speaker notes and a cumulative sources slide.15.75 to >14 ptsCompetentCombined all three assignments together into one PowerPoint presentation including speaker notes and a cumulative sources slide. 1-2 errors or omissions.14 to >12.25 ptsSatisfactoryCombined all three assignments together into one PowerPoint presentation. Missing speaker notes on more than one slide. Sources slide with 3-4 errors or omissions.12.25 to >10.5 ptsNeeds ImprovementCombined all three assignments together into one PowerPoint presentation. No speaker notes and/or no sources slide.10.5 to >0 ptsUnacceptableDid not submit or did not accurately combine all three assignments together into one PowerPoint presentation./ 17.5 ptsProduce writing that is clear and well organized and applies appropriate SWS style. Writing contains accurate grammar, mechanics, and spelling.17.5 to >15.75 ptsExemplaryProduced writing that is clear and well organized and applies appropriate SWS style. Writing contains accurate grammar, mechanics, and spelling. Errors are minimal (0–3).15.75 to >14 ptsCompetentProduced writing that is clear and well organized and applies appropriate SWS style. Writing contains accurate grammar, mechanics, and spelling. There may be minor errors (4–5), but they do not impact the ability of the reader to understand the writing.14 to >12.25 ptsSatisfactoryProduced writing that attempts to be clear and well organized and to apply appropriate SWS style. Writing contains some errors in grammar, mechanics, and spelling. Overall, errors are moderate (6–7) and have some impact on the ability of the reader to understand the writing.12.25 to >10.5 ptsNeeds ImprovementProduced writing that has noticeable issues with clarity, organization, and the application of SWS style. Errors in grammar, mechanics, and spelling detract from readability. Overall, errors are major (8–9) and have a definite impact on the ability of the reader to understand the writing.10.5 to >0 ptsUnacceptableProduced writing that lacks clarity, organization, or does not apply SWS style. There are significant issues with grammar, mechanics, and spelling. Overall, errors are significant (10 or more), and the reader will have difficulty understanding the writing./ 17.5 ptsUse at least three quality sources to support your writing. Choose sources that are credible, relevant, and appropriate. Cite each source listed on your source page at least one time within your assignment.17.5 to >15.75 ptsExemplaryCited three or more credible, relevant, and appropriate sources.15.75 to >14 ptsCompetentCited two credible, relevant, and appropriate sources.14 to >12.25 ptsSatisfactoryCited one or two sources or one source was not credible, relevant, or appropriate.12.25 to >10.5 ptsNeeds ImprovementCited sources that are not credible, relevant, or appropriate.10.5 to >0 ptsUnacceptableDid not cite any sources./ 17.5 ptsTotal Points: 0 

Overview

For this assignment, you will assume the role of a financial planner who is advising their client on long-term investment planning, with the goal of having enough money to retire comfortably. You will use your finance/budgeting and forecasting skills to create an investment plan that is tailored to your client’s needs. Your completed assignment will include recommendations based on your client’s specific situation (age, employment status, retirement goals, etc.), which you will determine prior to developing the retirement plan.

Instructions

Create a 5–6 page retirement investment plan in which you:

• Identify the specific information related to your client: Age, employment status, current financial situation, and retirement goals.
• Discuss factors that need to be considered when developing a retirement plan: age, marital status, dependents, health, life expectancy, and other sources of income like social security and pension. Provide support for your response.
• Suggest a retirement investment plan for your client that includes:
  • The total amount that needs to be saved by retirement
  • A timeline of saving/withdrawals both before and after retirement
  • How the percentage of their portfolio will be allocated to different asset classifications both before and after retirement
• Explain how the allocation of retirement assets will change as the client gets older and provide a recommendation for the amount of investment risk your client should take before and after retirement. Provide support for your response.
• Provide and justify what percentage of the portfolio should be allocated to different asset classifications (stocks, bonds, real estate) both before and after retirement. Provide support for your response.

Your retirement planning document should include at least three (3) quality academic resources. Note: Wikipedia and other websites do not qualify as academic resources.

This course requires the use of Strayer Writing Standards (SWS). The library is your home for SWS assistance, including citations and formatting. Please refer to the Library site for all support. Check with your professor for any additional instructions.

The specific course learning outcome associated with this assignment is:

• Examine concepts related to financial risks faced by firms and the impact on financial management (clients).

View RubricWeek 9 Assignment – Investment PlanningWeek 9 Assignment – Investment PlanningCriteriaRatingsPtsIdentify the specific information related to your client: Age, employment status, current financial situation, retirement goals.16.5 to >14.85 ptsExemplaryIdentified the specific information related to your client: Age, employment status, current financial situation, retirement goals.14.85 to >13.2 ptsCompetentIdentified three of the four specific pieces of information related to your client: Age, employment status, current financial situation, retirement goals.13.2 to >11.55 ptsSatisfactoryIdentified two of the four specific pieces of information related to your client: Age, employment status, current financial situation, retirement goals.11.55 to >9.9 ptsNeeds ImprovementIdentified one of the four specific pieces of information related to your client: Age, employment status, current financial situation, retirement goals.9.9 to >0 ptsUnacceptableDid not submit or did not identify the specific information related to your client: Age, employment status, current financial situation, retirement goals./ 16.5 ptsDiscuss factors that need to be considered when developing a retirement plan: age, marital status, dependents, health, life expectancy, other sources of income like social security and pension. Provide support for your response.24.75 to >22.27 ptsExemplaryDiscussed factors that need to be considered when developing a retirement plan: age, marital status, dependents, health, life expectancy, other sources of income like social security and pension. Provided support for your response.22.27 to >19.8 ptsCompetentDiscussed factors that need to be considered when developing a retirement plan: age, marital status, dependents, health, life expectancy, other sources of income like social security and pension. Did not provide support for your response.19.8 to >17.32 ptsSatisfactoryDiscussed 3 – 5 of the factors that need to be considered when developing a retirement plan: age, marital status, dependents, health, life expectancy, other sources of income like social security and pension. Provided support for your response.17.32 to >14.85 ptsNeeds ImprovementDiscussed 1 – 4 of the factors that need to be considered when developing a retirement plan: age, marital status, dependents, health, life expectancy, other sources of income like social security and pension. Did not provide support for your response.14.85 to >0 ptsUnacceptableDid not submit or did not discuss factors that need to be considered when developing a retirement plan: age, marital status, dependents, health, life expectancy, other sources of income like social security and pension./ 24.75 ptsSuggest a retirement investment plan for your client that includes: The total amount that needs to be saved by retirement; A timeline of saving/withdrawals both before and after retirement; How the percentage of their portfolio will be allocated to different asset classifications both before and after retirement. Provide support for your recommendations.41.25 to >37.12 ptsExemplarySuggested a retirement investment plan for your client that includes: (1) The total amount that needs to be saved by retirement ; (2) A timeline of saving/withdrawals both before and after retirement; (3) How the percentage of their portfolio will be allocated to different asset classifications both before and after retirement Provided support for your recommendations.37.12 to >33 ptsCompetentSuggested a retirement investment plan for your client that includes: (1) The total amount that needs to be saved by retirement ; (2) A timeline of saving/withdrawals both before and after retirement; (3) How the percentage of their portfolio will be allocated to different asset classifications both before and after retirement. Did not provide support for your recommendations.33 to >28.87 ptsSatisfactorySuggested a retirement investment plan for your client that includes two of the following three items: (1) The total amount that needs to be saved by retirement ; (2) A timeline of saving/withdrawals both before and after retirement; (3) How the percentage of their portfolio will be allocated to different asset classifications both before and after retirement. Provided support for your recommendations.28.87 to >24.75 ptsNeeds ImprovementSuggested a retirement investment plan for your client that includes 1 – 2 of the following three items: (1) The total amount that needs to be saved by retirement ; (2) A timeline of saving/withdrawals both before and after retirement; (3) How the percentage of their portfolio will be allocated to different asset classifications both before and after retirement. Did not provide support for your recommendations.24.75 to >0 ptsUnacceptableDid not submit or did not suggest a retirement investment plan for your client that includes: (1) The total amount that needs to be saved by retirement ; (2) A timeline of saving/withdrawals both before and after retirement; (3) How the percentage of their portfolio will be allocated to different asset classifications both before and after retirement./ 41.25 ptsExplain how the allocation of retirement assets will change as the client gets older and provide a recommendation for the amount of investment risk your client should take before and after retirement. Provide support for your response.33 to >29.7 ptsExemplaryExplained how the allocation of retirement assets will change as the client gets older and provided a recommendation for the amount of investment risk your client should take before and after retirement. Provided support for your response.29.7 to >26.4 ptsCompetentExplained how the allocation of retirement assets will change as the client gets older and provided a recommendation for the amount of investment risk your client should take before and after retirement. Did not provide support for your response.26.4 to >23.1 ptsSatisfactoryExplained how the allocation of retirement assets will change as the client gets older OR provided a recommendation for the amount of investment risk your client should take before and after retirement, but not both. Provided support for your response.23.1 to >19.8 ptsNeeds ImprovementExplained how the allocation of retirement assets will change as the client gets older OR provided a recommendation for the amount of investment risk your client should take before and after retirement, but not both. Did not provide support for your response.19.8 to >0 ptsUnacceptableDid not submit or did not explain how the allocation of retirement assets will change as the client gets older and provide a recommendation for the amount of investment risk your client should take before and after retirement./ 33 ptsProvide and justify what percentage of the portfolio should be allocated to different asset classifications (stocks, bonds, real estate) both before and after retirement. Provide support for your response.33 to >29.7 ptsExemplaryProvided and justified what percentage of the portfolio should be allocated to different asset classifications (stocks, bonds, real estate) both before and after retirement. Provided support for your response.29.7 to >26.4 ptsCompetentProvided and justified what percentage of the portfolio should be allocated to different asset classifications (stocks, bonds, real estate) both before and after retirement. Did not provide support for your response.26.4 to >23.1 ptsSatisfactoryProvided and justified what percentage of the portfolio should be allocated to different asset classifications (stocks, bonds, real estate) both before and after retirement, but did not include all asset classifications in your response. Provided support for your response.23.1 to >19.8 ptsNeeds ImprovementListed, but did not justify, what percentage of the portfolio should be allocated to different asset classifications (stocks, bonds, real estate) both before and after retirement. Did not include all asset classifications in your response. Did not provide support for your response.19.8 to >0 ptsUnacceptableDid not submit or did not provide and justify what percentage of the portfolio should be allocated to different asset classifications (stocks, bonds, real estate) both before and after retirement./ 33 ptsUse at least three quality academic resources in this assignment. Note: Wikipedia and other websites do not qualify as academic resources.8.25 to >7.42 ptsExemplaryUsed at least five quality academic resources in this assignment. All references are high-quality choices.7.42 to >6.6 ptsCompetentMeets the required number of references; some references are poor-quality choices.6.6 to >5.77 ptsSatisfactoryDoes not meet the required number of references; some references are poor-quality choices.5.77 to >4.95 ptsNeeds ImprovementDoes not meet the required number of references; all references are poor-quality choices.4.95 to >0 ptsUnacceptableNo references provided./ 8.25 ptsClarity, writing mechanics, and SWS formatting requirements.8.25 to >7.42 ptsExemplary0–2 errors present.7.42 to >6.6 ptsCompetent3–4 errors present.6.6 to >5.77 ptsSatisfactory5–6 errors present.5.77 to >4.95 ptsNeeds Improvement7–8 errors present.4.95 to >0 ptsUnacceptableMore than 8 errors present./ 8.25 ptsTotal Points: