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Writing a project proposal is an essential skill for leaders. Presenting a proposal to senior executives requires that you identify the problem, the value to the organization of solving the problem, the relevant aspects of the problem, and your recommendations for action. Your recommendations should be conveyed in a concise but thorough manner, retaining the essential information needed by the decision makers.

This assessment provides an opportunity for you to draft a proposal for your capstone project, which you will have to present to the prospective client.

Overview and Preparation

Note: This assessment incorporates and builds on the work you completed in Assessment 1.

To prepare for this assessment, complete the following:

  • Expand on your list of peer-reviewed or authoritative sources from Assessment 1 that substantiate your approach and method for the data review, such as accrediting body standards, accounting principles, federal laws, or Medicare conditions of participation.
    • Add a minimum of five relevant, authoritative sources.
    • Limit commercial website references to no more than two entries.
    • Format your citations and references using APA style.
    • Note: While an annotated bibliography is not a part of the graded assessment, you will need to integrate your sources into the proposal.
  • Review the Balanced Scorecard Example [DOCX]. You will construct a balanced scorecard table in this assessment to convey the value of your project to the organization.
  • Review this resource, which provides information on the steps to creating a balanced scorecard:
  • Download and review the Assessment 2 Proposal Template [DOCX], which you will use to complete this assessment.


Using the Assessment 2 Proposal Template [DOCX], draft a proposal for your data review project. After your proposal has been graded, integrate faculty feedback prior to sharing your proposal with the prospective client.

Supporting Evidence

Add a minimum of five relevant, authoritative sources, cited within the outline, in addition to the original citations from Assessment 1. Limit commercial website references to no more than two entries. Format your citations and references using APA style.


Note: The requirements outlined below correspond to the grading criteria in the scoring guide. Be sure that your proposal addresses each point, at a minimum. You may also want to read the assessment scoring guide to better understand how each criterion will be assessed.

  • Choose a framework appropriate for examining the type of data under investigation. Look at the following for examples, and explain the basis for your choice.
    • For a compliance project, use the regulations.
    • For an accrediting assessment, use the standards and site survey criteria.
    • For the implementation of a new service line, consider using the balanced scorecard framework.
  • Develop proposed structures (for example, pie chart, graph, spreadsheet, process map) for the visual display of summarized raw data.
    • Reflect on what type of visual display structure will best fit your selected topic. Although you are just beginning to collect data, you will want to consider how to display it.
    • Ensure that your data displays are clear and easily interpreted.
    • Ensure that the proposed title includes the focus of the data, units of measurement, the organization’s name, and time frame.
  • Explain how a project addresses and adds value in each of the four areas of an organizational balanced scorecard. (The four areas are business operations, finance, customer service, and organizational learning and growth.)
    • Create a balanced scorecard table similar to the one presented in the Balanced Scorecard Example [DOCX].
    • Consider a strategic systems perspective as you contemplate value to the organization and how the project aligns with the organizational mission, vision, and strategy.
    • Find evidence to support your assertions and conclusions.
    • Determine what additional information would strengthen your value proposition.
  • Combine clear, coherent, and original writing, in APA style, with relevant and credible evidence from the scholarly and professional literature.
    • Apply correct APA formatting to your source citations.
    • Consider how or why a particular piece of evidence supports your main points, claims, or conclusions.
    • organization is Cleveland clinic About | Cleveland Clinic
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