BUS 599 Marketing Plan and Sales Strategy Paper Example

BUS 599 Marketing Plan and Sales Strategy Paper ExampleBUS 599 Marketing Plan and Sales Strategy Assignment Brief

Assignment Instructions Overview

This assignment requires you to develop the marketing plan and sales strategy section of your business plan. You will build on your Week 3 and Week 4 discussions and incorporate feedback from your instructor and peers. The paper should be 3–5 pages (excluding title and reference pages), written in SWS format, and demonstrate a clear, professional structure.

Your plan will describe the target market in detail, assess the top three competitors, explain how your company will differentiate itself, outline your value proposition, and present your finalized marketing vehicles with a rationale for each choice. The goal is to create a strong, evidence-based strategy that communicates how your startup will stand out and succeed in the marketplace.

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Understanding Assignment Objectives

By completing this assignment, you will:

  • Clearly define your target market using demographic, geographic, lifestyle, psychographic, purchasing patterns, and buying sensitivities.
  • Evaluate and compare competitors to understand the strengths and weaknesses of their specific products or services.
  • Develop differentiation strategies that highlight how your business will stand out now and in the future.
  • Craft a value proposition that clearly communicates the benefits of your product or service to customers.
  • Select and justify marketing vehicles that will be most effective for brand promotion and sales growth.

This assignment strengthens your ability to create a persuasive and realistic business plan that can attract investors, guide operations, and drive customer engagement.

The Student’s Role

As the CEO of a startup, you are expected to approach this assignment as if you are presenting your company to potential investors or partners. Your role is to:

  • Synthesize feedback from prior discussions into a stronger, more refined plan.
  • Apply critical thinking when assessing competition and positioning your company.
  • Demonstrate strategic decision-making by selecting marketing approaches that align with your brand, audience, and financial goals.
  • Write professionally using clear academic language, proper structure, and citations to support your claims.

Competencies Measured

This assignment evaluates your ability to:

  • Analyze markets and consumer behavior by identifying target segments and their buying patterns.
  • Assess competition strategically, focusing on product or service comparisons rather than broad categories.
  • Develop differentiation and value propositions that are compelling and unique.
  • Design practical marketing strategies, including the effective use of digital and traditional vehicles.
  • Communicate in a professional academic format, adhering to SWS standards, with accurate citations and references.

BUS 599 Marketing Plan and Sales Strategy Paper Example

Target Market

A strong marketing plan requires a clear understanding of the target market. Modesta Fashion Co. positions itself as a hybrid fashion styling and clothing service designed to help individuals achieve elegance and confidence in daily life. The target market analysis includes demographic, geographic, lifestyle, psychographic, purchasing patterns, and buying sensitivities, which together define the ideal customer base.

You Can Also Check Other Related Assessments for the BUS 599 Strategic Management Course:

BUS 599 Strategic Management Final Business Plan Paper Example

Company Valuation and Performance Paper Example: Apple Inc. 2019

BUS599 Operations Technology Management and Social Responsibility Plan Paper Example

BUS 599 Financial Restatement Analysis Paper Example

Demographic Description

The core demographic for Modesta Fashion Co. consists primarily of women between the ages of 25 and 45. This age group represents individuals in their professional and family-building years, with stable incomes and consistent purchasing power. Household incomes typically range from $50,000 to $120,000 annually, with most customers falling within middle- to upper-middle-class categories. A large portion of this group includes professionals, entrepreneurs, and stay-at-home mothers who value clothing as both a necessity and a means of self-expression. Education levels are generally college degree holders or higher, reflecting individuals who appreciate thoughtful and curated fashion services (Mitterfellner, 2019).

Although the focus is women, Modesta Fashion Co. also anticipates future expansion into services tailored for men in similar age and income ranges, especially professionals seeking efficient wardrobe solutions. However, the initial core focus remains female consumers who already dominate demand for fashion styling and personalized clothing services.

Geographic Description

The company will begin operations in urban and suburban metropolitan areas of the United States, focusing initially on cities such as New York, Los Angeles, and Chicago. These locations have dense populations of fashion-conscious individuals with disposable incomes that support discretionary spending on style services. Urban residents often have fast-paced lifestyles, making convenience and efficiency essential, while suburban customers seek services that simplify fashion decisions and enhance lifestyle.

The climate in these areas allows Modesta Fashion Co. to provide diverse seasonal styling—from light and vibrant spring/summer collections to layered autumn/winter looks. Climate-based fashion adjustments offer further value to customers by curating wardrobes that fit both lifestyle needs and seasonal demands.

Lifestyle Description

The target lifestyle segment includes fashion-conscious women who balance professional commitments, social events, and family obligations. These individuals typically shop in department stores, online boutiques, and brand-specific retailers. They are active on social media platforms such as Instagram and Pinterest, often following influencers and brands for style inspiration. Leisure activities include attending social gatherings, engaging in fitness and wellness programs, traveling, and exploring cultural activities such as art shows and fashion exhibitions (DePhillips & Son, 2017).

They value services that save time and reduce the stress of outfit decisions. Many are early adopters of technology, willing to integrate virtual styling consultations and AI-assisted closet organization into their daily routines. Driving luxury or mid-range cars, wearing trendy but practical clothing, and seeking premium shopping experiences characterize this segment’s lifestyle.

Psychographic Description

Psychographically, Modesta Fashion Co.’s target market consists of individuals motivated by self-expression, confidence, and social perception. They see fashion as an extension of their identity. These customers are socially responsible, often choosing brands that reflect values of sustainability, ethical sourcing, and inclusivity. Many in this segment are trendsetters who influence peers through social media or personal networks. They appreciate fashion-forward services that balance innovation with personal relevance (Mitterfellner, 2019).

These customers want personalized services that align with their lifestyles. They are not just buying clothes—they are buying the experience of confidence, self-improvement, and belonging to a fashion-conscious community.

Purchasing Pattern Description

The purchasing behavior of this market includes both in-store and online shopping. Consumers frequently combine subscription services, such as monthly curated boxes, with occasional one-time purchases. The frequency of purchase varies but typically involves seasonal updates, monthly subscription renewals, or biannual closet refreshes. Digital payment methods dominate, including credit cards, mobile wallets, and buy-now-pay-later services.

Importantly, this group demonstrates strong brand loyalty when companies consistently deliver value and personalization. According to Tran and Chang (2022), loyalty increases when brands provide tailored recommendations and establish emotional connections with customers. This reinforces Modesta Fashion Co.’s emphasis on customized wardrobe solutions rather than mass-market approaches.

Buying Sensitivities Description

Buying decisions for this target market depend on factors such as quality, personalization, convenience, and price. Customers are moderately price-sensitive but prioritize uniqueness, durability, and time-saving benefits. Packaging, customer service, and the overall brand experience also influence purchasing. For instance, a stylishly packaged clothing box curated for the customer’s personal taste increases satisfaction and loyalty. Customer service responsiveness, particularly through virtual consultations, plays a significant role in retaining clients who expect efficiency and respect for their time.

Essentially, Modesta Fashion Co.’s target market is a well-defined segment of professional, style-conscious women seeking personalized fashion solutions that combine elegance, convenience, and confidence.

Market Competition

Understanding the competitive environment is critical for Modesta Fashion Co. The fashion styling and subscription market is rapidly expanding, with several established players already attracting loyal customers. Modesta Fashion Co. identifies three top competitors: Stitch Fix, Trunk Club (a Nordstrom subsidiary), and Le Tote. Each provides distinct offerings, and the analysis below focuses on their products and services most directly competing with Modesta Fashion Co.

Competitor 1: Stitch Fix

Stitch Fix offers personalized clothing boxes delivered to customers’ homes based on data-driven algorithms and stylist input. Customers complete a style profile, and Stitch Fix sends five curated items per box. The company’s strength lies in its extensive use of data analytics and machine learning to tailor clothing selections. However, while Stitch Fix provides convenience, its model lacks a highly personal stylist-client relationship. Many customers note that while the algorithm is effective, it cannot fully capture individual preferences and emotional elements of style.

Competitor 2: Trunk Club (Nordstrom)

Trunk Club, now integrated into Nordstrom, provides a personalized shopping experience where customers receive curated clothing trunks from stylists. Customers can either interact virtually or visit Nordstrom locations for in-person fittings. The advantage lies in Nordstrom’s strong retail infrastructure, brand recognition, and high-quality merchandise. However, Trunk Club’s services often cater to higher-income customers, making it less accessible to mid-range consumers. Furthermore, its integration with Nordstrom emphasizes sales of Nordstrom-exclusive items, limiting the variety of independent fashion options.

Competitor 3: Le Tote

Le Tote offers a rental subscription model, allowing customers to borrow and rotate clothing items for a monthly fee. This appeals to budget-conscious fashion enthusiasts and those who prefer access to variety rather than ownership. While this model offers affordability, it lacks the personalized and lasting experience of owning curated wardrobe pieces. Customers who value personal identity and attachment to clothing may find rental services less appealing over time.

Differentiating from Competition

To achieve success in the competitive landscape, Modesta Fashion Co. must differentiate itself from these existing players.

Current Comparison

Compared to Stitch Fix, Modesta Fashion Co. emphasizes a stronger personal connection with clients. Instead of relying primarily on algorithms, the company blends data analytics with real human stylists who engage in live consultations. This dual approach provides both efficiency and personalization.

In relation to Trunk Club, Modesta Fashion Co. offers a more accessible price point while still delivering high-quality services. Unlike Trunk Club, which primarily promotes Nordstrom products, Modesta Fashion Co. maintains independence and curates from a wider range of brands, including sustainable and emerging designers.

Against Le Tote, Modesta Fashion Co. differentiates itself by focusing on ownership rather than rental. Customers value building a wardrobe that reflects personal identity rather than continuously returning items. This ownership-based model fosters loyalty and long-term customer satisfaction.

Future Differentiation

Future differentiation will center on technological innovation and community building. Modesta Fashion Co. plans to integrate artificial intelligence into its virtual styling platform, offering predictive recommendations based on lifestyle events, past purchases, and trend analysis. Live video consultations will allow stylists to engage directly with clients, enhancing personalization beyond algorithmic predictions.

Additionally, Modesta Fashion Co. intends to build a community through styling workshops, exclusive events, and social media engagement. These initiatives will help clients connect with the brand and with one another, reinforcing a sense of belonging. By emphasizing sustainability and partnerships with ethical brands, Modesta Fashion Co. will also appeal to socially responsible consumers, further differentiating itself from competitors.

Stand-Out Strategy

Modesta Fashion Co.’s stand-out strategy is rooted in blending personalization, technology, and values. By offering real stylist connections enhanced by AI recommendations, emphasizing sustainable fashion, and fostering community engagement, the company positions itself as more than just a clothing service. It becomes a lifestyle partner, helping clients achieve both confidence and convenience in their wardrobes.

Value Proposition

Modesta Fashion Co. provides personalized fashion styling and wardrobe solutions that save time, enhance confidence, and reflect individual identity. The company’s value proposition rests on three pillars:

  • Problem Solving: Many professionals struggle with daily outfit decisions, wasting time and experiencing decision fatigue. Modesta Fashion Co. solves this by offering curated, personalized wardrobes designed around lifestyle and preferences.
  • Customer Benefits: Clients receive high-quality clothing styled by professionals, supported by AI-enhanced recommendations. They save time, reduce shopping stress, and improve their overall appearance. Additionally, customers benefit from owning clothing that reflects their style rather than renting temporary pieces.
  • Competitive Edge: Unlike competitors, Modesta Fashion Co. integrates both human touch and technology, prioritizes sustainability, and builds community. Customers should choose Modesta Fashion Co. because it combines convenience, personalization, and ethical values in a way competitors do not.

Evidence supporting this value proposition comes from industry research, which shows that consumers increasingly prioritize personalization, sustainability, and convenience in fashion purchases (Tran & Chang, 2022).

Marketing Vehicles

Marketing vehicles play a central role in building Modesta Fashion Co.’s brand awareness and customer loyalty. The table below outlines key vehicles, their frequency, and estimated costs.

Marketing Vehicle           Frequency          Cost/Month

Social Media Advertising (Instagram, Pinterest, TikTok)      Daily posts and ads          $800

Influencer Partnerships   Monthly collaborations   $1,200

Email Marketing               Weekly newsletters         $300

Fashion Blog and SEO Content     Biweekly posts   $500

Website (initial setup + maintenance)        One-time $2,000 + $200/month  $200

Pop-Up Events & Styling Workshops          Quarterly events               $1,000

Free Samples/Trial Styling             Monthly promotions        $400

Rationale

  • Social Media Advertising: The target market is highly active on Instagram, Pinterest, and TikTok, where fashion inspiration dominates. Regular posting and targeted ads increase brand visibility and engagement.
  • Influencer Partnerships: Collaborations with micro-influencers aligned with the brand values increase credibility and reach. Customers are more likely to trust recommendations from influencers they follow.
  • Email Marketing: Personalized newsletters with style tips, promotions, and updates maintain engagement and foster loyalty.
  • Fashion Blog and SEO: Original content enhances search engine rankings and drives organic traffic, positioning Modesta Fashion Co. as a thought leader in fashion styling.
  • Website: A professional, user-friendly website is critical for online consultations, orders, and community engagement.
  • Pop-Up Events & Styling Workshops: These build community ties and provide hands-on experiences that reinforce brand loyalty.
  • Free Samples/Trial Styling: Introductory services reduce risk for first-time customers and encourage them to commit to longer-term subscriptions.

Together, these vehicles create a balanced marketing approach that combines digital and experiential strategies.

Conclusion

Modesta Fashion Co. enters the market with a clear understanding of its target audience, competitive environment, and differentiation strategy. By focusing on professional, fashion-conscious women, the company addresses a market segment that values personalization, convenience, and confidence in style. Competitor analysis highlights gaps that Modesta Fashion Co. fills through its emphasis on personal stylist connections, AI integration, and sustainability.

The value proposition—personalized wardrobe solutions that save time, enhance confidence, and reflect identity—resonates with modern consumers. The marketing vehicles outlined ensure visibility, engagement, and loyalty across digital and physical platforms. By blending technology, human connection, and social responsibility, Modesta Fashion Co. is positioned not only to compete but to stand out in the fashion styling and clothing services industry.

With this comprehensive strategy, Modesta Fashion Co. can expect steady growth, increasing brand recognition, and a loyal customer base that views the company not just as a clothing provider but as a partner in personal expression and lifestyle improvement.

References

DePhillips, A., & Son, J. (2017). Millennials’ fashion consumption: Who are fashion opinion leaders in social media? International Textile and Apparel Association Annual Conference Proceedings, 74(1), 1–3. https://doi.org/10.31274/itaa_proceedings-180814-1813

Mitterfellner, O. (2019). Target market and segmentation. In Fashion Marketing and Communication (pp. 97–113). Routledge. https://doi.org/10.4324/9780429451591-6

Nordstrom. (2024). The next evolution of Trunk Club. https://press.nordstrom.com/news-releases/news-release-details/next-evolution-trunk-club

Tran, L.-A. P., & Chang, T.-Y. (2022). What makes customers loyal to an online booking brand? The effects of online brand experience and brand attachment. Journal of Quality Assurance in Hospitality & Tourism, 25(2), 187–214. https://doi.org/10.1080/1528008x.2022.2109239

Detailed Assessment Instructions for the BUS 599 Marketing Plan and Sales Strategy Assignment

Paper details

                 In MS Word, write the 3–5 page marketing plan and sales strategy section of your business plan, in which you:

 

Complete the company’s target market description you developed in the Week 3 Discussion based on the instructor’s feedback.

Be sure to include demographic, geographic, lifestyle, psychographic, purchasing patterns, and buying sensitivities in the target market description.

Assess the company’s top 3 competitors.

The assessment needs to include a brief description of the exact company and particular product or service you are competing against. For example, Coca-Cola offers a portfolio of products, such as water, fruit juice, and cola. Are you competing against Coca-Cola’s fruit juice product? Or its cola product?

Develop a plan that includes how you compare your business to your competitors currently and how you will differentiate yourself from the competition in the future.

How will you stand out and why?

Outline the company’s value proposition.

The value proposition tells your customers why they want to do business with you.

Detail the marketing vehicles you will use to build your chosen company’s brand.

Provide a rationale for selecting the vehicles and why you believe they will be effective in promoting your business.

Document Instructions

Delete the instructions in red before submitting the assignment!

Due: Week 5, worth 125 points

Length: The assignment should be 3 to 5 pages, excluding title page and reference page

Important:

  • Review the description of this assignment in Canvas and use the tips provided along with this template to help you write.
  • Be sure to review the guidelines provided For-Profit Startup Company Guidelines
  • Use the textbook and review the recommended pages. Note that your textbook has sample plans at the end of each paper.
  • Review the grading rubric before writing. Know what you are graded for. Always look at the “exemplary” section. 

Notes:

  • Leave the text in black as it is. You are required to have a heading for each section.
  • Use SWS format. Your will respond to each question using indented paragraphs. The preferred font is Times New Roman, size 12.
  • The references must be on a separate page at the end of the paper.
  • Check your paper for grammar, spelling, and organization in Microsoft Editor (https://library.strayer.edu/editor) before submitting it.
  • Check your paper in Turnitin Draft Review (located after the Week 11 Module) for plagiarism. You should have 100% original content, paraphrase, and cite all sources (in-text citations and sources at the end).

Marketing Plan

Target Market

Describe your target market (customers) in demographic terms (age range, income range, gender education, etc.) as well as the geographic, lifestyle, psychographic, purchasing patterns and buying sensitivities description. 

  • You have addressed this topic in week 3 discussion. Be sure to check the feedback provided by the instructor and make changes as needed. Check the suggestions made by other students as well.
  • Use the bold subheadings below.

Demographic Description  

Age range, income range, gender, family size, education, occupation, et cetera. Example: A likely user for X product is a male aged 25–34 who earns between $35,000 and $55,000 per year and has a four-year college degree.

Geographic Description  

Area you would like to serve, density (urban, rural), nature of location (mall, business center, et cetera), climate condition. Example: Atlanta.

Lifestyle Description 

Where do your customers shop, what do they do for leisure, what kind of clothes do they wear, what type of cars do they drive, et cetera?

Psychographic Description

How would you describe your target market, for example, socially responsible, trendsetters, or fun-seeking?

Purchasing Pattern Description

How will your target market use the product, how many times will they buy it, where do they buy the product, how do they pay for it, et cetera?

Buying Sensitivities Description

What factors are important to the customer before they buy (price, quality, customer service. packaging, et cetera)?

Market Competition

  • Identify and describe your top 3 competitors.
  • When assessing the competition, specify the exact company and particular product or service you are competing against. For example, Coca-Cola offers a portfolio of products, such as water, fruit juice, and cola. Are you competing against Coca-Cola’s fruit juice product? Or its cola product?

Differentiating from Competition

  • Explain how you compare yourself to each of your competitors.
  • Detail a plan to differentiate yourself from the competition in the future.   How will you stand out and why?

Value Proposition

  • Outline the company’s value proposition (be specific to the product or service you plan to sell). The value proposition should be a brief description of how your product or service solves a problem the customers may have (or provides an improvement), should list the benefits the customers can expect, and why customers should buy your product or service instead of other similar ones on the market. You should also consider providing some evidence of your claims. The value proposition tells your customers why should they buy from you.

Marketing Vehicles

  • Insert the final version of the marketing vehicles table adjusted per the feedback received from week 4 discussion. 
  • Provide a rationale for selecting each marketing vehicle, clarifying why you believe they will be effective in promoting your business. 
Marketing Vehicles Table
Marketing Vehicle Frequency Cost/Month
Example 1

Social Media: Facebook and Instagram

2–3 times per week $600 per month
Example 2

TV Stations: Local Station, WTC

1 time per week $1,000 per month
Example 3

Free Samples

2 events $500 per month
Website   $2000 (one time)

            

Sources

  • Be sure to cite all your sources.
  • Use SWS to format all the references.
  • Wikipedia and other similar websites (blogs, opinions) do not qualify as academic resources.
  • You can use websites as long as the source is reliable (company websites, forbes.com, fda.com, census.com, etc.)
  • For each reference you must have a corresponding in-text citation.

Below are examples of references (please delete and replace them with yours).

  1. U.S. Environmental Protection Agency. 2016. Causes of Climate Change. https://19january2017snapshot.epa.gov/climate-change-science/causes-climate- change_.html
  2. National Aeronautics and Space Administration. 2008. Graphic: The Relentless Rise of Carbon Dioxide. https://climate.nasa.gov/climate_resources/24/graphic-the- relentless-rise-of-carbon-dioxide/
  3. Ellie Zolfagharifard. 2014. Tree Roots Act as ‘Earth’s Thermostat’: Mountain Forest

Growth Has Stabilized the Earth’s Climate for Millions of Years. http://www.dailymail.co.uk/sciencetech/article-2552933/Tree-roots-act-Earths-

thermostat-Mountain-forest-growth-stabilised-Earths-climate-millions-years.html

  1. Ronnie Cummins. 2013. How Factory Farming Contributes to Global Warming. https://www.ecowatch.com/how-factory-farming-contributes-to-global-warming-

1881690535.html

COMPANY GUIDELINES

  • You will create a business plan for a for–profit startup company of your choice and you must adhere to the guidelines in this document.
  • You will be the CEO of the new business.
Explanation
Business Size ·        Your business is a for profit startup starting operations in January of the current year.

·        Your sales must be over $1 million by the end of the second year in business.   

Product or Service ·        Be specific about the product or service you plan to sell and how you will differentiate yourself from similar products or services in the marketplace.

·        You will list any variations of the product (product lines) or services you sell (service lines)

Market Size ·        You will start marketing and selling the product or service in your geographical area within a 100-mile radius from your home and/ or online. 
Intention to Raise Money ·        You will develop the business plan with the intention to raise funds from investors and grow the business.

·        You will raise funds from outside investors, either angel investors or venture capitalists and you will give equity in your business in exchange for the money you raise from investors. 

Facility ·        You will rent or purchase. You will need to identify the cost of rent or purchase price and the cost of utilities.

·        You cannot operate from your home.

Employees ·        You will have employees, a management team, and you will develop your own organizational hierarchy.

·        You will have more employees and managers in the second year than in the first year as your sales are increasing.

 

Equipment ·        You will need to purchase equipment, computers, furniture, vehicles (etc.), as applicable, to run your business.

Key Business Plan Parameters

*The instructor will approve your company in a reply to your Week 1 discussion post in which you will describe this business.

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NURS FPX 6610 Case Presentation of a Patient Paper Example

NURS FPX 6610 Assessment 4 Case PresentationNURS FPX 6610 Assessment 4 Case Presentation

NURS FPX 6610 Case Presentation of a Patient Paper Assignment Brief

Course: NURS-FPX6610 Introduction to Care Coordination

Assignment Title: NURS FPX 6610 Assessment 4 Case Presentation

Assignment Overview

In this assessment, you will develop a presentation of a patient’s case for stakeholders, supplemented by 10–15 slides with notes. The ability to deliver effective presentations is crucial for care coordinators, particularly when addressing diverse groups of stakeholders, including patients, family members, and multiple providers in various settings. This assessment provides an opportunity for you to present a patient’s case to stakeholders, demonstrating your proficiency in key course competencies.

Understanding Assignment Objectives

This assignment aims to evaluate your ability to:

  • Explain the effect of societal, economic, and interprofessional factors on patient outcomes and the care coordinator’s role.
  • Evaluate care coordination plans and outcomes according to performance measures and professional standards.
  • Develop collaborative interventions that address the needs of diverse populations and varied settings.
  • Communicate effectively with diverse audiences, presenting patient case information to stakeholders clearly and accurately, and supporting main points with relevant evidence.

The Student’s Role

As a student in this assignment, your role is to prepare and deliver a comprehensive presentation of a patient’s case to stakeholders. You will analyze the patient’s background, care plan, and transitional care plan, identifying key goals, elements, and factors influencing outcomes. Additionally, you will explain how an interprofessional care team contributes to high-quality patient outcomes and determine the resources needed for continuing care.

You Can Also Check Other Related Assessments for the NURS-FPX6610 Introduction to Care Coordination Course:

NURS FPX 6610 Assessment 1 Comprehensive Needs Assessment Example

NURS FPX 6610 Assessment 2 Patient Care Plan Example

NURS FPX 6610 Assessment 3 Transitional Care Plan Example

NURS FPX 6610 Case Presentation of a Patient Paper Example

Slide 1: Title Slide

Title: Comprehensive Case Presentation for Mrs. Snyder’s Continuing Care

Course Code: NURS FPX 6610

Presenter’s Name: [Student’s Name]

Date: [Date of Presentation]

Speaker Notes:

  • Good morning/afternoon, everyone. Today, I’m excited to present a comprehensive case study focusing on Mrs. Snyder’s continuing care.
  • We’ll look at the details of transitional care, stakeholder engagement, and the multidisciplinary approach to ensure optimal patient outcomes for Mrs. Snyder.
  • Let’s dive into the details of Mrs. Snyder’s case and explore the collaborative efforts of healthcare professionals in providing patient-centered care.

Slide 2: Introduction

Importance of Case Studies in Healthcare

  • Case studies play a crucial role in providing insights into patient care (Hinchliffe et al., 2020).
  • They offer comprehensive patient information, aiding healthcare providers in understanding diagnoses, treatment options, and potential health issues.

Speaker Notes:

  • Case studies serve as invaluable tools for healthcare professionals, offering a detailed overview of patient cases.
  • In today’s presentation, we’ll explore how case studies, particularly Mrs. Snyder’s, contribute to our understanding of transitional care and collaborative patient management.

Slide 3: Transitional Care Plan and Goals

Definition of Transitional Care

  • Transitional care focuses on ensuring the smooth transition of patients between healthcare settings (Daliri et al., 2019).
  • Its primary goal is to uphold the quality of care while respecting patients’ preferences and needs during transitions.

Goals of Continuing Care for Mrs. Snyder

  • Ensure seamless transfer between healthcare settings.
  • Uphold the quality of care and treatment.
  • Respect religious and cultural beliefs, particularly in Mrs. Snyder’s case (Lianov et al., 2020).

Speaker Notes:

  • Transitional care is essential for patients like Mrs. Snyder who require transfer between medical centers.
  • The goal is to facilitate a stress-free transition for Mrs. Snyder while maintaining the quality of care and respecting her religious and cultural preferences.

Slide 4: Stakeholder Engagement

Role of Stakeholders in Patient Health and Safety

  • Stakeholders play a crucial role in shaping patient care and well-being (Lianov et al., 2020).
  • Their involvement ensures that patients receive optimal care and support throughout their healthcare journey.

Importance of Stakeholder Collaboration in Mrs. Snyder’s Case

  • Collaborative efforts are essential in ensuring a smooth transfer process for Mrs. Snyder.
  • Healthcare professionals must prioritize her needs and preferences, including cultural considerations like providing kosher food (Lianov et al., 2020).

Speaker Notes:

  • Stakeholders, including healthcare professionals and family members, play a pivotal role in Mrs. Snyder’s care.
  • Collaboration ensures that Mrs. Snyder’s transfer is seamless and that her cultural and religious beliefs are respected throughout the process.

Slide 5: Elements of Continuous Care

Components of Continuous Care

  • Medical record analysis: Understanding Mrs. Snyder’s medical history and current health status (Asmirajanti et al., 2019).
  • Patient evaluation: Assessing Mrs. Snyder’s physical, emotional, and cultural needs.
  • Emotional support: Providing Mrs. Snyder with the necessary support to navigate her healthcare journey effectively.

Importance of Understanding Mrs. Snyder’s Medical History

  • Mrs. Snyder’s medical history, including her battle with ovarian cancer and diabetes, informs her ongoing treatment and care plan (Khanlarkhani et al., 2021).

Speaker Notes:

  • Continuous care involves a comprehensive approach to Mrs. Snyder’s health and well-being.
  • Understanding her medical history and current health status is crucial for tailoring effective treatment plans and ensuring optimal outcomes.

Slide 6: Mrs. Snyder’s Health Assessment

Overview of Mrs. Snyder’s Health Issues

  • Mrs. Snyder faces multiple health challenges, including ovarian cancer, diabetes, and stress-related issues (Khanlarkhani et al., 2021; Demir et al., 2021).
  • These conditions significantly impact her overall well-being and require specialized care and attention.

Impact on Mrs. Snyder’s Well-being

  • Mrs. Snyder’s health issues pose significant challenges, affecting her physical and emotional health (Khanlarkhani et al., 2021; Demir et al., 2021).
  • Understanding the extent of these challenges is essential for developing a comprehensive care plan tailored to her needs.

Speaker Notes:

  • Mrs. Snyder’s health assessment reveals the complexity of her medical condition.
  • Her health issues, including ovarian cancer and diabetes, require a holistic approach to address both physical and emotional well-being.

Slide 7: Interprofessional Care Team

Composition of Mrs. Snyder’s Care Team

  • Mrs. Snyder’s care team comprises various specialists, including oncologists, endocrinologists, and nurses (Ansa et al., 2020).
  • Each team member plays a unique role in managing her complex health issues and ensuring coordinated care.

Speaker Notes:

  • Mrs. Snyder’s care team consists of a diverse group of healthcare professionals, each bringing their expertise to her treatment.
  • Collaboration among team members is essential for ensuring comprehensive care and optimal patient outcomes.

Slide 8: Factors Affecting Patient Outcomes

Determinants of Patient Outcomes

  • Patient outcomes can be influenced by various factors, including economic status, lifestyle choices, and social support systems (Chung et al., 2020).
  • Understanding these determinants is crucial for developing a tailored care plan that addresses Mrs. Snyder’s unique circumstances.

Speaker Notes:

  • Several factors, including economic status and social support, can impact patient outcomes.
  • Recognizing these determinants allows us to develop a care plan that addresses Mrs. Snyder’s individual needs and challenges.

Slide 9: Assumptions and Areas of Uncertainty

Acknowledging Assumptions in Mrs. Snyder’s Case

  • Cultural and religious considerations: Assumptions about Mrs. Snyder’s dietary preferences and religious beliefs must be taken into account.
  • Family dynamics: Understanding Mrs. Snyder’s family situation and support network is essential for providing comprehensive care.

Addressing Areas of Uncertainty

  • Uncertainties may arise throughout Mrs. Snyder’s care journey, requiring flexibility and adaptability from healthcare providers.
  • Ongoing training and communication among the care team are essential for addressing uncertainties effectively.

Speaker Notes:

  • Assumptions about Mrs. Snyder’s cultural and religious preferences guide our approach to her care.
  • However, uncertainties may arise, necessitating ongoing communication and flexibility among the care team.

Slide 10: Determination of Required Resources

Essential Resources for Mrs. Snyder’s Care

  • Monitoring vital signs: Regular assessment of Mrs. Snyder’s health indicators, including blood pressure and blood sugar levels (Howell et al., 2020).
  • Dietary modifications: Providing Mrs. Snyder with appropriate dietary options, including kosher food, to meet her cultural and religious needs (Lianov et al., 2020).

Speaker Notes:

  • Adequate resources, including monitoring equipment and dietary options, are essential for Mrs. Snyder’s care.
  • Ensuring access to these resources is crucial for maintaining her health and well-being throughout her healthcare journey.

Slide 11: Conclusion

Key Takeaways

  • Comprehensive transitional care is essential for patients like Mrs. Snyder, who require transfer between healthcare settings.
  • Interprofessional collaboration and patient-centered care are vital for ensuring optimal outcomes and addressing patients’ individual needs.

Speaker Notes:

  • Mrs. Snyder’s case highlights the importance of collaborative, patient-centered care in achieving optimal outcomes.
  • By prioritizing her needs and preferences, we can ensure that Mrs. Snyder receives the support and resources necessary for a smooth transition and recovery journey.

Slide 12: References

Ansa, B. E., Zechariah, S., Gates, A. M., Johnson, S. W., Heboyan, V., & De Leo, G. (2020). Attitudes and behavior towards interprofessional collaboration among healthcare professionals in a large academic medical center. Healthcare, 8(3), 323. https://doi.org/10.3390/healthcare8030323

Asmirajanti, M., Hamid, A. Y. S., & Hariyati, Rr. T. S. (2019). Nursing Care Activities Based on Documentation. BMC Nursing, 18(1). https://doi.org/10.1186/s12912-019-0352-0

Chung, G. K.-K., Dong, D., Wong, S. Y.-S., Wong, H., & Chung, R. Y.-N. (2020). Perceived poverty and health, and their roles in the poverty-health vicious cycle: A qualitative study of major stakeholders in the healthcare setting in Hong Kong. International Journal for Equity in Health, 19(1). https://doi.org/10.1186/s12939-020-1127-7

Daliri, S., Hugtenburg, J. G., ter Riet, G., van den Bemt, B. J. F., Buurman, B. M., Scholte op Reimer, W. J. M., van Buul-Gast, M.-C., & Karapinar-Çarkit, F. (2019). The effect of a pharmacy-led transitional care program on medication-related problems post-discharge A before—After prospective study. Plos One, 14(3), 0213593. https://doi.org/10.1371/journal.pone.0213593

Demir, S., Nawroth, P. P., Herzig, S., & Ekim Üstünel, B. (2021). Emerging targets in type 2 diabetes and diabetic complications. Advanced Science, 8(18), 2100275. https://doi.org/10.1002/advs.202100275

Hinchliffe, R. J., Forsythe, R. O., Apelqvist, J., Boyko, E. J., Fitridge, R., Hong, J. P., Katsanos, K., Mills, J. L., Nikol, S., Reekers, J., Venermo, M., Zierler, R. E., & Schaper, N. C. (2020). Guidelines on diagnosis, prognosis, and management of peripheral artery disease in patients with foot ulcers and diabetes (IWGDF 2019 update). Diabetes/Metabolism Research and Reviews, 36(1). https://doi.org/10.1002/dmrr.3276

Slide 13: Q&A

  • Inviting Questions from Stakeholders

Speaker Notes:

  • Thank you for your attention. I’m happy to address any questions or concerns you may have about Mrs. Snyder’s case or our approach to her care.
  • Please feel free to ask any questions, and I’ll do my best to provide comprehensive answers based on the information presented today.

Detailed Assessment Instructions for the NURS FPX 6610 Case Presentation of a Patient Paper Assignment

Description

Assessment 3 Instructions: Case Presentation of a Patient Paper

  • Develop a presentation of the patient’s case for stakeholders, supplemented by 10–15 slides with notes.
    Note: Each assessment in this course builds on your work from the preceding assessment; therefore, complete the assessments in the order in which they are presented.
  • The ability of care coordinators to deliver effective presentations can have a significant impact on the quality of patient care, particularly when addressing a diverse group of stakeholders, including the patient, family members, and multiple providers in a range of different settings. This assessment provides an opportunity for you to present Mrs. Snyder’s case to stakeholders.
    Communication and interdisciplinary collaboration include the patients and their families or significant others. Care coordinators understand that patients may need help navigating the complex health care system and that partnering with patients and their families improves education, safety, and patient outcomes.
    By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria:

    • Competency 2: Explain the effect of societal, economic, and interprofessional factors on patient outcomes and the care coordinator’s role.
      • Identify the factors that could affect outcomes for a patient.
    • Competency 3: Evaluate care coordination plans and outcomes according to performance measures and professional standards.
      • Determine the resources needed to implement continuing care.
    • Competency 4: Develop collaborative interventions that address the needs of diverse populations and varied settings.
      • Identify the goals, elements, and overall scope of a plan for continuing care.
      • Explain how an interprofessional care team delivers high-quality patient outcomes.
    • Competency 5: Communicate effectively with diverse audiences, in an appropriate form and style, consistent with applicable organizational, professional, and scholarly standards.
      • Present patient case information to stakeholders clearly and accurately.
      • Support main points, arguments, and conclusions with relevant and credible evidence, correctly formatting citations and references using APA style.
    • Competency Map
      CHECK YOUR PROGRESSUse this online tool to track your performance and progress through your course.
  • Toggle DrawerResources
  • Asssessment InstructionsNote: Complete the assessments in this course in the order in which they are presented.
    Preparation
    For your final assessment, you will present Mrs. Snyder’s case to the health care team, including all internal and external stakeholders and key family members. The purpose of the presentation is to ensure that everyone connected with Mrs. Snyder’s case is well informed and that they have a common understanding of her care to date and of plans for providing the best possible patient-centered care.
    To prepare for the presentation, you are encouraged to review the care plan and the transitional care plan that you developed for Mrs. Snyder in Assessments 2 and 3.
    Note: Remember that you can submit all or a portion of your presentation draft to Smarthinking for feedback before you submit the final version for this assessment. If you plan on using this free service, be mindful of the turnaround time of 24–48 hours for receiving feedback.
    Presentation Software
    You may use Microsoft PowerPoint or any other suitable presentation software to create your slides. Use the speaker’s notes section of each slide to develop your talking points and cite your sources, as appropriate. If you need help designing your presentation, you are encouraged to review the various presentation resources provided.
    Inclusion of audio voiceover or video is optional. Required information should be included in the slides and speaker notes.
    You may use Kaltura or another technology of your choice to record your presentation. If using Kaltura, refer to the Using Kaltura page for directions on recording and uploading your video in the courseroom.
    Example Assessment: You may use the following to give you an idea of what a Proficient or higher rating on the scoring guide would look like:

    • Assessment 4 Example [PPTX].
    • Requirements
      Develop a presentation of your patient’s case for stakeholders.
      Presentation Format and Length
      Your slide deck should consist of 10–15 slides, not including the title slide, objectives slide, and references slide.
      Supporting Evidence
    • Cite 3–5 sources of scholarly or professional evidence to support your presentation.
    • List your sources on the references slide at the end of your presentation.
    • Developing the Presentation
      The requirements outlined below correspond to the grading criteria in the scoring guide. Be sure that your case presentation addresses each point, at a minimum. Read the Case Presentation Scoring Guide to better understand how each criterion will be assessed.
    • Identify the goals, elements, and overall scope of a plan for continuing care.
      • Include a high-level overview of the care plan and the transitional care plan, with relevant background on the patient.
    • Explain how an interprofessional care team delivers high-quality patient outcomes.
      • Include and address the various roles associated with particular care coordination functions.
      • Cite credible evidence to support your conclusions.
      • Consider the informational needs of various stakeholders and their familiarity with care coordination.
    • Identify the factors that could affect outcomes for a patient.
      • Specify the information on which are you basing your conclusions.
      • Note any assumptions you are making about the specific patient, her needs, and the nature of ongoing care.
    • Determine the resources needed to implement continuing care.
      • Identify the factors that influence your determination.
      • Justify your assertions, specific to Mrs. Snyder’s case.
    • Present patient case information to stakeholders clearly and accurately.
      • Express your main points and conclusions coherently.
      • Proofread your slides to minimize errors that could distract readers and make it difficult to focus on the substance of your presentation.
    • Support main points, arguments, and conclusions with relevant and credible evidence, correctly formatting citations and references using APA style.
      • Ensure that the evidence you provide is clear, explicit, and understood by all stakeholders.
    • Additional Requirements
      Submit your slide deck and, if you included audio voiceover or video, a link to your recording. If you used technology other than PowerPoint or Kaltura to create your slides or recording, make sure to submit any other relevant documentation or links for this assessment.
      Portfolio Prompt: You may choose to save your presentation to your ePortfolio.

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BUS 599 Financial Restatement Analysis Paper Example

BUS 599 Financial Restatement Analysis Paper ExampleBUS 599 Financial Restatement Analysis Assignment Brief

Assignment Instructions Overview

In this assignment, students will critically examine a financial restatement issued by a company of their choice. The task requires providing a working link to the chosen restatement and developing a structured analysis of its implications. Students will present relevant background information on the company, evaluate how the restatement could affect the short-term (1–2 years) stock performance, and recommend managerial actions to prevent similar issues in the future. Ethical considerations will also be addressed, particularly whether management violated its own corporate code of conduct or other applicable ethical standards. The paper should be 3–4 pages in length and follow academic writing conventions.

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Understanding Assignment Objectives

The purpose of this assignment is to strengthen students’ ability to analyze financial events that influence investor confidence and corporate performance. By exploring a restatement case, students will demonstrate their ability to:

  • Identify and interpret corporate restatements within real-world contexts.
  • Assess the financial and reputational consequences of restatements for shareholders and other stakeholders.
  • Recommend corrective actions that can improve governance, reduce risk, and restore organizational trust.
  • Evaluate ethical implications by comparing management actions to established codes of ethics or conduct.

The Student’s Role

Students will take on the role of an analyst evaluating the business and ethical implications of a financial restatement. This perspective requires integrating knowledge of finance, ethics, and management to create recommendations that are practical, evidence-based, and aligned with stakeholder expectations. The analysis should reflect critical thinking, demonstrate professional judgment, and communicate findings in a clear, well-structured manner.

Competencies Measured

This assignment is designed to measure the following competencies:

  • Analytical Competence: Ability to interpret financial data and assess short-term stock market implications.
  • Strategic Decision-Making: Skill in developing managerial recommendations that mitigate risks and strengthen governance.
  • Ethical Reasoning: Capacity to evaluate management actions in relation to corporate codes of conduct and ethical standards.
  • Professional Communication: Proficiency in presenting complex information in a concise, structured, and academically appropriate format.

BUS 599 Financial Restatement Analysis Paper Example

Introduction

Financial statements are the cornerstone of corporate accountability and investor trust. They provide stakeholders with critical information regarding a company’s financial health, operational efficiency, and governance standards. When a company issues a financial restatement, it often signals deficiencies in internal controls, accounting procedures, or even management ethics. Such restatements can disrupt investor confidence, influence stock prices, and lead to broader implications for corporate reputation.

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This paper presents a detailed financial restatement analysis of Modesta Fashion Co., a contemporary fashion styling firm that specializes in virtual and in-person styling services as well as virtual closet management. The company recently issued a financial restatement due to misrecognition of revenues related to long-term styling packages. The restatement had both financial and ethical implications, warranting a comprehensive analysis.

The discussion includes four key areas:

  1. Background information on Modesta Fashion Co. and details of the restatement.
  2. An analysis of the restatement’s potential short-term impact (1–2 years) on stock price and investor confidence.
  3. Managerial actions that can mitigate future problems and strengthen governance.
  4. An ethical evaluation of whether the company’s management violated its corporate code of conduct.

Company Background

Overview of Modesta Fashion Co.

Modesta Fashion Co. is a mid-sized fashion styling enterprise operating both virtually and physically, with a mission to help clients embrace individuality and confidence through professional styling services. The company’s service portfolio includes virtual styling services, in-person styling sessions, and virtual closet management. The company quickly gained recognition in the fashion industry for integrating technology with personalized service delivery. Its clientele primarily includes urban professionals seeking convenient, fashion-forward solutions.

Growth Trajectory

Since its inception, Modesta Fashion Co. achieved remarkable growth, expanding from $1.5 million in revenues in 2020 to approximately $3.8 million in 2022. This growth reflected increasing demand for hybrid styling services that blend digital convenience with professional fashion expertise. The company’s rapid expansion, however, coincided with challenges in maintaining rigorous accounting standards.

The Restatement

In late 2023, Modesta Fashion Co. issued a financial restatement that revised previously reported revenues. The restatement revealed that revenues from long-term styling packages were recognized prematurely, overstating revenue in prior periods. Specifically, revenue for 2021 was restated downward by approximately 15%, from $3.2 million to $2.7 million, and revenue for 2022 was corrected from $3.8 million to $3.2 million.

The issue stemmed from failure to properly apply Generally Accepted Accounting Principles (GAAP) related to revenue recognition. Long-term styling packages were recorded as earned revenue upfront rather than being recognized gradually over the service period. This premature recognition inflated reported earnings, painting an inaccurately positive picture of financial performance. The restatement raised concerns about the adequacy of internal controls, governance oversight, and ethical conduct within Modesta Fashion Co.’s leadership.

Analysis of the Financial Restatement

Explanation of the Restatement and Its Causes

The central issue underlying the restatement was improper revenue recognition. GAAP requires companies to recognize revenue when it is actually earned, not when payment is received. In Modesta Fashion Co.’s case, revenues from long-term styling packages—often spanning six to twelve months—were recognized at the time of purchase rather than over the service period.

The causes of this error include weak internal controls, rapid growth that outpaced governance capacity, insufficient training of accounting personnel, and managerial pressure to demonstrate financial growth. These factors collectively contributed to the need for a financial restatement.

Impact on Short-term Stock Price

Financial restatements typically trigger adverse market reactions. Investors interpret them as red flags for internal inefficiency, potential mismanagement, or intentional misrepresentation. The short-term (1–2 year) outlook for Modesta Fashion Co.’s stock price can be examined through several dimensions.

Investor Confidence

Investor confidence is highly sensitive to perceived transparency and accuracy of financial disclosures. Following the restatement, Modesta Fashion Co.’s credibility diminished, prompting skepticism about its internal controls and governance. Studies suggest that companies announcing restatements experience average stock price declines of 10–20% (Cahan, Chen, & Chen, 2024). In Modesta’s case, the stock price dropped from $25 per share to $20 per share immediately after the announcement.

Market Perception

Market perception often extends beyond the financial implications of the restatement itself. For Modesta Fashion Co., the market began questioning whether management intentionally misrepresented revenues, whether other areas of financial reporting contained hidden errors, and whether corporate governance structures were effective. Such perceptions fuel stock price volatility and create sustained downward pressure in the short term.

Stock Price Volatility

Financial restatements lead to heightened volatility in stock prices for one to two years following disclosure (Harinurdin, 2023). Investors frequently adjust their positions, leading to rapid fluctuations. For Modesta, volatility is expected to persist as shareholders assess governance reforms and financial transparency.

Recovery Prospects

Despite the immediate decline, Modesta’s stock price could stabilize over an 18-month period if corrective measures restore confidence. Analysts project potential recovery to around $23 per share within two years, provided the company demonstrates improved governance, transparent reporting, and consistent profitability.

Table 1

Estimated Stock Price Impact of Restatement (2023–2025)

Timeframe Estimated Stock Price Change (%) Notes
Pre-Restatement (Early 2023) $25 Stable growth phase
Post-Restatement (Announcement) $20 -20% Immediate investor sell-off
6 Months After Announcement $21 +5% Slight stabilization
12 Months After Announcement $22 +10% Governance reforms recognized
18–24 Months Projection (2025) $23 +15% Recovery contingent on reforms

Note. Data adapted from Cahan et al. (2024) and Harinurdin (2023).

Managerial Actions to Mitigate Future Problems

Corrective actions are essential not only for compliance but also for rebuilding trust.

Table 2

Recommended Managerial Actions and Estimated Costs

Action Description Estimated Annual Cost Anticipated Benefit
Strengthen Internal Controls Automated accounting systems; quarterly audits; clear GAAP policies $200,000 Accuracy in revenue recognition
Independent Audit Committee Board-level oversight of reporting and controls $50,000 Enhanced governance credibility
Third-Party Financial Reviews External audits to verify accuracy $50,000 Boosted investor confidence
Staff Training on GAAP and Ethics Continuous training for finance and management teams $20,000 Reduced errors and violations
Whistleblower Protection Policy Anonymous reporting channels and anti-retaliation measures $10,000 Early detection of irregularities
Ethics-linked Performance Evaluations Linking compensation to ethical conduct Minimal cost Reinforced accountability

Note. Data adapted from Ragothaman & Lavin (2008) and Harinurdin (2023).

Visualization of Stock Price Volatility

Figure 1

Projected Stock Price Performance (2023–2025)

Stock Price ($)

30 ┤

   │

25 ┤■■■■■■■■■■ Pre-Restatement (Stable at $25)

   │

20 ┤■■■■ Post-Restatement ($20) ─────── Recovery Trend ───────

   │                                             ■

15 ┤                                            ■ ■

   │

10 ┤

   │

 5 ┤

   │

 0 ┼────────────────────────────────────────────────────────────

       2023 Q1   2023 Q4   2024 Q2   2024 Q4   2025 Q2   2025 Q4

Note. Figure illustrates immediate drop and gradual recovery trend based on restatement response.

Ethical Evaluation

The Company’s Corporate Code of Ethics

Modesta Fashion Co.’s corporate code of ethics emphasizes honesty, transparency, accountability, and fairness. Employees and management are expected to comply with all financial regulations and disclose information truthfully.

Ethical Breach

The financial restatement suggests violations of these principles. Recognizing revenue prematurely compromised honesty and transparency in reporting, while also breaching accountability by failing to follow GAAP. Investors relied on inflated revenues, which undermined fairness and integrity.

Preventive Ethical Measures

Preventive steps include mandatory ethics training, whistleblower protection, and linking compensation to ethical conduct. Such measures strengthen the culture of accountability and reduce the risk of recurrence.

Conclusion

The financial restatement at Modesta Fashion Co. underscores the importance of accurate financial reporting, strong internal controls, and ethical governance. The immediate impact was a 20% stock price decline and diminished investor trust. However, recovery is possible if the company commits to governance reforms and ethical practices.

By implementing stronger internal controls, independent oversight, and ethics-based accountability, Modesta Fashion Co. can restore its reputation and stabilize financial performance. Long-term sustainability will depend on the company’s ability to maintain transparency and ethical integrity in all operations.

References

Cahan, S. F., Chen, C., & Chen, L. (2024). In financial statements, we trust: Institutional investors’ stockholdings after restatements. The Accounting Review, 99(2), 143–168. https://doi.org/10.2308/tar-2019-0654

Harinurdin, E. (2023). The influence of financial ratio and company reputation on company stock prices in the financial sector. ICVEAST Proceedings. https://doi.org/10.3390/proceedings2022083047

Ragothaman, S., & Lavin, A. (2008). Restatements due to improper revenue recognition: A neural networks perspective. Journal of Emerging Technologies in Accounting, 5(1), 129–142. https://doi.org/10.2308/jeta.2008.5.1.129

Detailed Assessment Instructions for the BUS 599 Financial Restatement Analysis Paper Example

Paper details

                 Provide a link to the restatement that you have chosen.

Complete a 3-4 page analysis of your chosen company:

Provide sufficient relevant background information on the company and its restatement that effectively informs and supports a subsequent analysis.

Provide a comprehensive analysis of the ways that the financial restatement might impact the short-term (1-2 years) stock price of the company that would effectively guide shareholder decisions.

Recommend managerial actions that would very likely mitigate similar future problems. Provide support for your recommendations.

Determine if management violated their own corporate code of ethics. Explain. Make sure to reference specific areas of their corporate code of conduct or other relevant ethical code or statute.

 

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BUS599 Operations Technology Management and Social Responsibility Plan Paper Example

BUS599 Operations Technology Management and Social Responsibility Plan Paper ExampleBUS599 Operations Technology Management and Social Responsibility Plan Assignment Brief

Assignment Instructions Overview

This assignment requires you to build on your developing business plan by focusing on four critical areas: Operations, Technology, Management and Organization, and Social Responsibility. You will revise the Operations and Social Responsibility sections based on prior feedback while developing new content for the Technology and Management and Organization sections. The assignment emphasizes practical planning, cost estimation, and clear integration of business strategies.

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Understanding Assignment Objectives

The objective of this assignment is to provide a structured and realistic plan that shows how your company will function, what resources it will need, and how it will demonstrate responsibility toward stakeholders and the environment. By working through these sections, you will learn how to:

  • Design effective operational processes and allocate resources.
  • Select and justify the technology infrastructure to support your business.
  • Develop a sound management and organizational structure.
  • Demonstrate awareness of social and environmental responsibility in business.

The Student’s Role

As the entrepreneur, you will act as both strategist and planner. Your role is to:

  • Apply your knowledge of operations, technology, management, and social responsibility to your company.
  • Revise earlier work using feedback while incorporating new analysis where required.
  • Assign realistic costs and figures to support the financial viability of your plan.
  • Clearly justify choices in management, technology, and sustainability.

Competencies Measured

This assignment measures your ability to:

  • Develop an Operations Plan that defines facilities, production or service processes, and personnel needs.
  • Construct a Technology Plan that identifies software, hardware, and telecommunication requirements.
  • Create a Management and Organization Plan that defines leadership roles, responsibilities, and organizational structure.
  • Produce a Social Responsibility Plan that reflects your company’s impact on stakeholders and outlines environmentally responsible practices.
  • Integrate costs into your plan to align with financial projections and sustainability goals.

BUS599 Operations Technology Management and Social Responsibility Plan Paper Example

Operations, Technology, Management, and Social Responsibility Plan

Operations Plan

Facilities

Modesta Fashion Co. will operate from a leased facility located in Atlanta, Georgia. The location has been strategically selected within a 100-mile radius to ensure accessibility to suppliers, customers, and workforce talent. The facility will cover approximately 2,500 square feet, divided into a small retail showroom, an office space, a storage area for raw materials and finished clothing, and a small workshop for tailoring and finishing. The lease cost is projected at $3,000 per month, which includes building maintenance and security fees.

Utilities are an essential part of operational expenses. The estimated monthly cost of electricity is $250, reflecting the use of sewing machines, lighting, air conditioning, and computer equipment. Water and sewer services are projected at $120 per month, while gas expenses are minimal, averaging $40 per month, given limited heating needs. Waste disposal, including textile recycling and general trash removal, will be managed at a monthly cost of $90. Collectively, utility costs will amount to approximately $500 per month, supporting efficient day-to-day operations.

The facility will be designed to create a professional and eco-friendly environment. Energy-efficient LED lighting, recycled furniture for the showroom, and space optimization will minimize costs while projecting a sustainable brand image. The showroom will serve both as a retail outlet for walk-in customers and a space for client consultations, while the storage and workshop areas will support production and inventory management.

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Production Process / Description of Operations

Modesta Fashion Co. specializes in designing, producing, and retailing sustainable and modest fashion apparel. Operations will follow a hybrid model that combines in-house production for premium collections with outsourcing of bulk manufacturing to local textile partners. This approach balances cost efficiency with quality control.

The production process begins with design and prototyping led by the creative team. Digital design software will be used to create patterns, which are then printed and tested on fabric samples. The company will use sustainable fabrics such as organic cotton, bamboo fiber, and recycled polyester, sourced from certified suppliers in Georgia and neighboring states.

In-house production involves cutting, stitching, finishing, and quality checks for small-batch collections, custom orders, and limited-edition lines. Bulk production orders will be contracted to local factories adhering to ethical labor and environmental standards. After production, items will be stored in the facility’s warehouse before being distributed through online orders and retail sales.

To ensure quality, Modesta Fashion Co. will implement a four-step inspection process:

  1. Fabric Quality Check – Assess durability, sustainability certifications, and defect control before cutting.
  2. Stitching Inspection – Ensure seams meet durability and aesthetic standards.
  3. Final Product Review – Evaluate fit, finish, and brand label placement.
  4. Customer Feedback Loop – Collect insights post-purchase for continuous improvement.

Inventory management will use a just-in-time approach to minimize storage costs and waste. Technology will track sales trends and forecast demand, ensuring raw materials and finished goods align with customer preferences. Items will be stocked for an average of 45 days before re-ordering or production.

The company will invest in essential equipment, including five industrial sewing machines ($6,000 total), one cutting table ($2,000), garment racks ($1,500), office furniture ($3,000), and delivery equipment such as rolling carts ($1,000). A small delivery van will be purchased for $25,000 to facilitate transportation of raw materials and finished products within the service radius.

Personnel Needs

Efficient operations require a skilled and motivated workforce. Modesta Fashion Co. will initially employ 12 staff members across various roles, structured to align with operational needs and business growth.

Position Number of Employees Annual Salary per Employee Total Cost
Operations Manager 1 $60,000 $60,000
Production Staff (Tailors & Sewers) 4 $32,000 $128,000
Quality Control Specialist 1 $35,000 $35,000
Sales Associates 2 $28,000 $56,000
Logistics & Inventory Coordinator 1 $30,000 $30,000
Customer Service Representative 1 $29,000 $29,000
Delivery Driver 1 $27,000 $27,000
Part-time Accountant 1 $20,000 $20,000

The personnel plan ensures coverage of design, production, sales, logistics, and customer engagement. Training will be provided regularly to improve skills, customer interaction, and efficiency.

Technology Plan

Software Needs

Technology will play a critical role in ensuring efficiency and scalability. Modesta Fashion Co. will deploy a mix of specialized and general software:

  • Customer Relationship Management (CRM) Software – $1,200 per year to manage customer data, track interactions, and optimize loyalty programs.
  • Accounting Software (QuickBooks or FreshBooks) – $500 per year to track revenue, expenses, payroll, and generate reports.
  • Inventory Management Software – $1,000 per year to monitor stock levels, forecast demand, and reduce overstocking.
  • E-commerce Platform (Shopify Advanced Plan) – $3,000 per year to facilitate online sales, secure payments, and manage marketing integrations.
  • Graphic Design Software (Adobe Creative Suite) – $720 per year for marketing, branding, and digital campaigns.

Annual software costs will total approximately $6,420.

Hardware Needs

The company requires modern hardware to support software operations and customer interactions. Hardware investments include:

  • Five desktop computers ($4,500 total) for design, administration, and sales functions.
  • Two laptops ($2,400) for remote work, marketing, and on-the-go management.
  • Three tablets ($1,500) for use in the showroom and client consultations.
  • One multifunction printer/scanner ($400).
  • Two cloud-based servers for storage and security ($1,800 annually).

Initial hardware investments are estimated at $8,800, with server costs recurring annually.

Telecommunication Needs

Reliable communication is vital for fashion retail. Modesta Fashion Co. will invest in:

  • High-speed Internet service at $150 per month, ensuring stable connections for e-commerce and online meetings.
  • VoIP phone system with multiple lines at $200 per month to manage customer inquiries.
  • Mobile devices for key staff members at $100 per month per device (five lines totaling $500).
  • Business fax/email integration service at $50 per month.

The monthly telecommunication budget will be $900, translating to $10,800 annually. This infrastructure will enhance customer engagement, supplier collaboration, and internal coordination.

Management and Organization Plan

Key Management Employees

Modesta Fashion Co. will be led by a diverse team with strong expertise in fashion, retail, and business strategy.

  • Chief Executive Officer (CEO) – Oversees strategic direction, investor relations, and brand positioning. Background in fashion entrepreneurship with 10 years of experience. Annual salary: $85,000.
  • Chief Operating Officer (COO) – Manages production, logistics, and quality control. Holds a Master’s in Supply Chain Management and has prior experience in textile operations. Annual salary: $70,000.
  • Marketing Director – Leads marketing campaigns, social media strategy, and public relations. Background in digital marketing with 8 years of industry experience. Annual salary: $60,000.
  • Finance and Accounting Manager – Handles budgets, payroll, and compliance. Certified Public Accountant with 12 years of experience. Annual salary: $65,000.
  • Human Resources Manager – Manages recruitment, employee benefits, and workplace culture. Holds HR certifications with 7 years of HR experience. Annual salary: $55,000.

The management team ensures balance between creativity, operational efficiency, financial oversight, and workforce engagement. Their combined skills will drive sustainable growth and long-term success.

Management Hierarchy

The organizational hierarchy establishes clear accountability and communication channels.

                        CEO 

                         | 

        ———————————- 

        |                |                | 

      COO        Marketing Director   Finance & HR Manager 

        |                               | 

 Production & QC Team             HR Coordinator & Accountant 

        | 

 Sales Associates, Logistics, 

 Customer Service, Driver 

This structure positions the CEO at the top, followed by three functional leaders. The COO oversees production and logistics, while the Marketing Director handles customer acquisition and brand development. The Finance and HR Manager supervises financial reporting and workforce management. Below them, staff members execute day-to-day tasks under their respective supervisors.

Social Responsibility Plan

Impact on Stakeholders

Modesta Fashion Co. acknowledges that business success depends on creating value for all stakeholders.

  • Employees will benefit from fair wages, flexible work hours, and training programs. Health insurance, paid time off, and performance-based bonuses will ensure loyalty and motivation.
  • Customers will receive high-quality, sustainable fashion at affordable prices. Transparency in sourcing and eco-friendly packaging will strengthen trust.
  • Suppliers will gain from long-term contracts and fair payment practices. Partnerships will prioritize suppliers with sustainability certifications.
  • Community impact will include fashion workshops for young designers, sponsorship of local events, and donations to charities focused on women’s empowerment and education.

Environmental Impact

Sustainability is central to Modesta Fashion Co.’s mission. Initiatives to minimize environmental impact include:

  • Use of sustainable fabrics such as organic cotton and recycled polyester.
  • Adoption of digital receipts and online documentation to reduce paper use.
  • Recycling program for fabric waste and defective items.
  • Energy-efficient equipment in production and lighting systems in the facility.
  • Encouragement of eco-friendly transportation for deliveries, with the long-term goal of transitioning to electric vehicles.

Through these measures, Modesta Fashion Co. will integrate profitability with social and environmental stewardship, ensuring a long-term positive impact on stakeholders and the planet.

References

Cramer, J. (2021). Corporate social responsibility and sustainable business practices. Journal of Business Strategy, 42(5), 45-53. https://doi.org/10.1108/JBS-03-2021-0045

Ekanem, I. (2020). Operations management in small fashion enterprises. International Journal of Retail & Distribution Management, 48(9), 955-970. https://doi.org/10.1108/IJRDM-11-2019-0384

Kanani, N., & Shafiei, B. (2019). Employee empowerment strategies in retail organizations. Journal of Business and Management Studies, 6(3), 12-20. https://doi.org/10.12816/0019407

Kumar, A., & Singh, D. (2022). Eco-friendly supply chain management in the textile industry. Asian Journal of Sustainable Business Practices, 8(2), 77-89. https://doi.org/10.5958/2249-7307.2022.00180.3

Nguyen, H. (2023). Digital transformation in fashion retail: The role of technology in sustainable growth. Journal of Retail Innovation, 15(2), 101-118. https://doi.org/10.1080/23311975.2023.1112234

Detailed Assessment Instructions for the BUS599 Operations Technology Management and Social Responsibility Plan Assignment

Paper details

                 Overview

In this assignment, you will focus on these sections of your business plan: Modesta Fashion Co.

Operations.

Technology.

Management and Organization.

Social Responsibility.

You will revise the Operations, and Social Responsibility sections based on the feedback you received in the discussion threads and any changes you want to make to your business plan.

The Technology and Management and Organization sections are new. You have not worked on these sections in your discussion threads.

Reminders and Notes

Your chosen company will operate within a 100-mile radius of your home address (Atlanta, GA). Your goal is to reach $1 million in sales by the end of the second year.

Be sure to follow the guidelines below.

For-Profit Startup Company Guidelines. [DOCX] Download For-Profit Startup Company Guidelines. [DOCX]

You are not starting this assignment from scratch. You have already worked on these sections of your business plan in the weekly discussions:

Operations (Week 5 discussion).

Social Responsibility (Week 6 discussion).

Write a 4–8 page paper in MS Word, in which you provide the specified information in each section.

Use the template below to complete your assignment:

Assignment 3 – Operations, Technology, Management, and Social Responsibility Plan Template. [DOCX] Download Assignment 3 – Operations, Technology, Management, and Social Responsibility Plan Template. [DOCX]

Operations Section (1–2 pages)

Notes

Chapter 11, “Operations,” pages 195–218 of your textbook, provides information about developing an operations plan. The chapter also provides a sample operations plan. You’ve already read this chapter in Week 5. Refer to it on an as-needed basis as you work on this section of your business plan.

Assign a dollar amount to each operational cost you find; you will need these figures for your financials in the Company Financials Excel Template Download Company Financials Excel Template.

Revise your post and the feedback you received in week 5 to create your operations plan.

Instructions

Create an operations plan for your selected company expanding on each of these topics, including any applicable costs:

Facilities.

Describe the facility, including its location.

Specify whether it is rented or owned; include any associated costs.

Estimate the cost of utilities, such as water/sewer, gas, electricity, and trash removal.

Production Process/Description of business operations.

Describe the production process (how you will produce the product) or describe how your business will operate if this is a retail or service company.

Identify the equipment, furniture, vehicles, etc., you will use and the associated costs.

Explain your approach to quality control.

Explain your approach to inventory, as applicable.

Personnel Needs

Specify the number of employees you plan to have, including managers.

Identify their roles, wages, and salary.

Technology Section (1–2 pages)

Notes

Chapter 12, “Technology Plan,” pages 225–234 of your textbook, provides information about developing a technology plan. The chapter also provides a sample technology plan. You’ve already read this chapter in Week 5. Refer to it on an as-needed basis as you work on this section of your business plan.

Assign a dollar amount to each technology cost you find; you will need these figures for your financials (Company Financials Excel Template).

Consider the type of technology your selected company will use to conduct activities, such as managing personnel; taking, fulfilling, and tracking orders; managing inventory; communicating with customers and providing customer service; and producing your product or providing your service.

Instructions

Create a technology plan for your selected company expanding on each of these topics, including any applicable costs:

Software Needs.

Examples of software you might need include graphics, customer relationship management, accounting, inventory, and office suite.

Hardware Needs.

Examples of hardware you might need include computers, monitors, servers, routers, and tablets.

Telecommunication Needs.

Examples of telecommunication equipment you might need include phones, Internet, fax, and mobile phones.

Management and Organization Section (1–2 pages)

Notes

Chapter 13, “Management & Organization,” pages 235–258 of your textbook, provides information about developing a management and organization plan. The chapter also provides a sample management and organization plan. This chapter was part of the assigned reading for this week. Refer to this chapter on an as-needed basis as you work on this section of your business plan.

Be sure to include the salary costs associated with the management personnel; you will need these figures for your financials (Company Financials Excel Template).

Instructions

Create a Management and Organization plan for your selected company expanding on each of these topics, including any applicable costs:

Key Management Employees.

List key management team members, provide a brief description of each person’s background (experience, skills, certifications, etc.) and job responsibilities, and include their salary.

Justify your selections.

Explain how each manager can make a difference in your business.

Management Hierarchy.

Outline your company’s management hierarchy using the flow charts on page 248 of your textbook as a guide.

Import/include all charts or diagrams into the MS Word document.

Social Responsibility Section (1–2 pages)

Notes

Chapter 14, “Social Responsibility & Sustainability,” pages 259–270 of your textbook, provides information about developing your social responsibility plan. The chapter also provides a sample social responsibility and sustainability plan. You’ve already read this chapter in Week 6. Refer to it on an as-needed basis as you work on this section of your business plan.

Revise your post and the feedback you received in week 6 to create your social responsibility plan.

Instructions

Create a social responsibility plan for your selected company expanding on each of these topics:

Impact on Stakeholders.

Describe the ways your chosen company will impact stakeholders, such as employees, customers, suppliers, and the community. This is the people section of the triple bottom line.

Customers.

Employees.

Community.

Suppliers (as applicable)

Examples:

What types of benefits (such as health care, flexible work hours, and opportunities for advancement and education) will your company offer employees?

What types of opportunities (such as classes, sponsored events, and assistance to causes and charities) will your company offer the community?

Environmental Impact.

Explain your approach to minimizing your company’s impact on the environment, considering all aspects of your operations. For example, your company might develop a process to minimize waste or reduce energy usage, such as using recycled materials in its production process.

Document Instructions

Delete the instructions in red before submitting the assignment!

Due: Week 8, worth 125 points

Length: The assignment should be 4 to 8 pages, excluding title page and reference page

Important:

  • Review the description of this assignment under week 8 and use the tips provided along with this template to help you write.
  • Be sure to review the guidelines provided: For-Profit Startup Company Guidelines
  • Use the textbook and review the recommended pages. Note that your textbook has sample plans at the end of each paper.
  • Review the grading rubric before writing. Know what you are graded for. Always look at the “exemplary” section. 

Notes:

  • Leave the text in black as it is. You are required to have a heading for each of the sections in your paper.
  • Use SWS format. You will respond to each question using indented paragraphs. The preferred font is Times New Roman, size 12.
  • The references must be on a separate page at the end of the paper.
  • Check your paper for grammar, spelling, and organization in Microsoft Editor (https://library.strayer.edu/editor) before submitting it.
  • Check your paper in Turnitin Draft Review (located after the Week 11 Module) for plagiarism. You should have 100% original content, paraphrase, and cite all sources (in-text citations and sources at the end).

Operations, Technology, and Management, and Social Responsibility Plan

Operations Plan

  • Remember to assign a dollar amount to each operational cost you find, as you will need these figures for the financials document.
  • Follow the guidelines provided in the For-Profit Startup Company Guidelines
  • Check out Chapter 11- Operations
  • You have addressed operations in the week 5 discussion. Be sure to check the feedback provided by the instructor and make changes as needed. Check the suggestions made by other students as well.

Facilities

  • Describe the facility, including its location.
  • Specify whether it is rented or owned; include any associated costs.
  • Estimate the cost of utilities, such as water/sewer, gas, electricity, and trash removal.

Production Process/ Description of Operations (if service company)

  • Describe how your business will function to make the product or deliver the service.
  • Identify the equipment needed to run your business (machines, refrigerators, vehicles, furniture, etc.) including the cost of each major item. 
  • Explain your approach to quality control.
  • Discuss your approach to inventory (as applicable).

Personnel Needs in Operations

  • Specify the number of employees you plan to have, including managers.
  • Identify their roles, wages, and/or salary.

Technology Plan

  • Remember to assign a dollar amount for each cost, as applicable.
  • Check out Chapter 12- Technology Plan
  • Consider the type of technology your selected company will use to conduct activities such as managing personnel, taking, fulfilling, and tracking orders, managing inventory, communicating with customers and providing customer service, producing your product or providing your service.

Software needs

  • List and briefly describe the software you think you will need and the approximate cost. Examples: graphic software, customer relationship management, accounting, inventory, office, etc.

Hardware Needs

  • List and briefly describe the hardware you think you will need and the approximate cost. Examples: computers, monitors, servers, routers, tablets, etc.

Telecommunication Needs

  • List and briefly describe the telecommunication equipment, etc.  you think you will need and the approximate cost. Examples: phone, internet, fax, etc.

 Management and Organization Plan

  • Remember to include the salary costs associated with the management personnel you plan to hire.
  • Check out Chapter 13- Management and Organization
  • You will create a management and organizational plan for your selected company, expanding on the topics below.

Key Management Employees

  • List key management team members and provide a brief description of each person’s background (experience, skills, certifications, etc.) and job responsibilities. Includes the salary.
  • Justify your selections. Explain how each manager can make a difference in your business. 

Management Hierarchy

  • Using the flow charts on p. 248 as a guide, outline your company’s management hierarchy.
  • You must include a chart or diagram in this section!!  In Word, click on the Insert option at the top of the document/ then Smart Art/ then Organizational Hierarchy to create your figure.

Social Responsibility Plan

  • Check out Chapter 14- Social Responsibility and Sustainability
  • You addressed this topic in the week 6 discussion. Be sure to check the feedback provided by the instructor and make appropriate changes. Check the suggestions made by other students as well.
  • Create a social responsibility plan for your selected company, expanding on each of the topics below:

Impact on Stakeholders

  • Describe how your company will impact each of the stakeholders: employees, customers, suppliers, and the community.

Employees

Customers

Suppliers

Community

  • Consider the benefits you plan to offer to your employees (healthcare, flexible hours, development opportunities), support to your community (sponsored events, classes, charities, etc.), suppliers (fair prices, support, loyalty), and customers (how do you plan to interact with them, consider your core values; offer quality products, etc.) 

Environmental Impact

  • Explain your approach to minimizing your company’s impact on the environment, considering all aspects of your operations.
  • For example, your company might develop a process to minimize waste or reduce energy usage, such as using recycled materials in its production process.                                                                

Sources

  • Cite all your sources (in-text citations and references).
  • Use SWS to format all the references.
  • Wikipedia and other similar websites (blogs, opinions) do not qualify as academic resources.
  • You can use websites as long as the source is reliable (company websites, forbes.com, fda.com, census.com, etc.)
  • For each reference you must have a corresponding in-text citation.

Below are examples of references (please delete and replace them with yours).

  1. U.S. Environmental Protection Agency. 2016. Causes of Climate Change. https://19january2017snapshot.epa.gov/climate-change-science/causes-climate-change_.html
  2. National Aeronautics and Space Administration. 2008. Graphic: The Relentless Rise of Carbon Dioxide. https://climate.nasa.gov/climate_resources/24/graphic-the-relentless-rise-of-carbon-dioxide/
  3. Ellie Zolfagharifard. 2014. Tree Roots Act as ‘Earth’s Thermostat’: Mountain Forest Growth Has Stabilized the Earth’s Climate for Millions of Years. http://www.dailymail.co.uk/sciencetech/article-2552933/Tree-roots-act-Earths-thermostat-Mountain-forest-growth-stabilised-Earths-climate-millions-years.html
  4. Ronnie Cummins. 2013. How Factory Farming Contributes to Global Warming.  https://www.ecowatch.com/how-factory-farming-contributes-to-global-warming-1881690535.html

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BUS 599 Strategic Management Final Business Plan Paper Example

BUS 599 Strategic Management Final Business Plan Paper ExampleBUS 599 Strategic Management Final Business Plan Assignment Brief

Assignment Instructions Overview

This assignment requires students to develop a comprehensive business plan for a selected product or service. The final plan must combine and refine previous course assignments, including the company description, SWOT analysis, marketing plan, operations and technology plan, management structure, and social responsibility strategies. In addition, students must prepare a financial plan using the provided Excel template to demonstrate projected growth and sustainability over the first two years of operations.

The plan must include an executive summary that clearly condenses key details from all sections into a maximum of two pages. Students should follow the Strayer Writing Standards (SWS) for all formatting, citations, and references.

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Understanding Assignment Objectives

The primary objective of this assignment is to assess the student’s ability to apply strategic management concepts in practice by creating a full business plan that could realistically be used to attract investors or stakeholders. The assignment emphasizes critical thinking, integration of feedback, and practical application of tools such as SWOT analysis, marketing strategy, operations planning, and financial forecasting.

The Student’s Role

Students take on the role of a business founder or entrepreneur responsible for presenting a professional, investor-ready business plan. The student must demonstrate the ability to:

  • Identify and evaluate a clear market need.
  • Outline a competitive advantage and unique value proposition.
  • Design an operational and organizational structure that supports sustainable growth.
  • Present credible and data-driven financial projections.
  • Communicate their strategy persuasively through both written and financial documentation.

Competencies Measured

By completing this assignment, students will demonstrate competence in the following areas:

  • Strategic Analysis – Conducting internal and external assessments of business opportunities and risks.
  • Marketing Strategy – Designing targeted, practical approaches to reach and retain customers.
  • Operational Planning – Structuring resources, technology, and processes for efficiency and scalability.
  • Leadership and Management – Developing effective organizational structures and leadership approaches.
  • Corporate Social Responsibility – Demonstrating awareness of ethical, environmental, and community-focused practices.
  • Financial Planning – Preparing financial statements, projections, and growth estimates aligned with the business strategy.
  • Executive Communication – Summarizing complex business information into a concise and persuasive executive summary.

BUS 599 Strategic Management Final Business Plan Paper Example

Modesta Fashion Co. Business Plan

Executive Summary

The U.S. fashion industry continues to evolve rapidly due to changing consumer behavior, digital transformation, and heightened focus on sustainability. Valued at more than $480 billion in 2023, the American fashion market remains one of the largest and most influential globally (Statista, 2023). Within this dynamic landscape, consumers are increasingly seeking personalized, digital-first solutions that balance convenience, authenticity, and sustainability.

You Can Also Check Other Related Assessments for the BUS 599 Strategic Management Course:

Company Valuation and Performance Paper Example: Apple Inc. 2019

BUS599 Operations Technology Management and Social Responsibility Plan Paper Example

BUS 599 Financial Restatement Analysis Paper Example

BUS 599 Marketing Plan and Sales Strategy Paper Example

Modesta Fashion Co. is a virtual fashion styling business headquartered in New York City with expansion plans targeting major fashion-driven U.S. hubs such as Los Angeles and Chicago. The company’s mission is to empower individuals to express themselves confidently while encouraging eco-conscious fashion choices. Its vision is to become the leading digital styling company in the U.S., merging professional expertise, advanced technology, and sustainability into a single accessible platform.

Unlike traditional styling businesses that rely on in-person consultations or physical retail spaces, Modesta Fashion Co. operates exclusively online. Through a subscription model, personalized digital consultations, and AI-driven style recommendations, clients receive curated wardrobes tailored to their lifestyles. The company further differentiates itself by collaborating with sustainable brands and promoting ethical consumption practices.

The business targets four primary customer groups:

  1. Young professionals in metropolitan areas who seek image enhancement and time-saving convenience.
  2. Eco-conscious consumers motivated by sustainable fashion.
  3. Digital-native individuals who prefer online styling and virtual wardrobes.
  4. Corporate clients interested in image alignment and professional wardrobe solutions.

A SWOT analysis identifies strengths such as scalability, digital innovation, and sustainability alignment, as well as weaknesses including limited brand recognition. Opportunities exist in rising demand for personalization, while threats include competitive pressure and trend volatility.

Marketing strategies emphasize social media engagement, influencer partnerships, SEO optimization, and corporate collaborations. Operations rely on robust digital infrastructure, integrating AI, AR, and data analytics to enhance user experience. Management is lean yet dynamic, with leadership roles dedicated to styling, marketing, technology, and finance.

The financial plan projects steady growth over five years, with revenue streams from subscriptions, one-time consultations, affiliate commissions, and corporate contracts. Initial investments focus on technology, marketing, and talent acquisition. The company is projected to break even in Year 3 and achieve profitability by Year 5.

Ultimately, Modesta Fashion Co. positions itself as a pioneering leader in virtual fashion styling—blending technology, inclusivity, and sustainability to meet the needs of a modern, socially conscious, and digitally savvy consumer base.

Company Description

Industry Background

The fashion industry in the U.S. is among the most competitive globally, serving as both a cultural influencer and economic driver. With digital commerce accounting for over 30% of U.S. apparel sales in 2023, online services are increasingly reshaping consumer interactions with fashion (IBISWorld, 2023). Consumers are no longer satisfied with mass-market solutions; instead, they expect personalized experiences that reflect their identities and values.

Virtual styling has emerged as a niche but rapidly expanding segment within the broader fashion industry. The pandemic accelerated digital adoption, and virtual consultations are now a permanent part of consumer expectations. Furthermore, sustainability pressures have created demand for companies that promote mindful consumption rather than fast fashion excesses (Deloitte, 2022).

Business Overview

Modesta Fashion Co. specializes in virtual styling services delivered through a proprietary online platform. The company offers clients tailored wardrobe recommendations, curated lookbooks, and ongoing fashion guidance without requiring physical appointments. Services include:

  1. Personalized Styling Sessions: One-on-one digital consultations with professional stylists.
  2. Subscription Packages: Tiered monthly memberships offering continuous wardrobe updates and seasonal styling.
  3. Digital Wardrobe Management: Tools that help clients organize, catalog, and optimize existing clothing items.
  4. Corporate Styling Packages: Professional image services for executives and companies.
  5. Sustainable Fashion Collaborations: Partnerships with eco-conscious brands to encourage responsible fashion choices.

Mission Statement

To empower individuals to express their authentic style while promoting sustainability through innovative, digital-first fashion solutions.

Vision Statement

To become the leading virtual styling company in the United States by redefining how people interact with fashion in a sustainable, inclusive, and technologically advanced way.

Core Values

  • Innovation – Leveraging technology to enhance style experiences.
  • Sustainability – Promoting eco-conscious and ethical fashion.
  • Inclusivity – Serving clients across diverse backgrounds, sizes, and identities.
  • Empowerment – Enabling clients to build confidence through personal style.
  • Professionalism – Ensuring high-quality, consistent, and ethical services.

Target Market

The company focuses on U.S. metropolitan hubs, initially targeting:

  • New York City (NYC) – Fashion-forward professionals and diverse consumers.
  • Los Angeles (LA) – Influencer-driven and trend-conscious demographics.
  • Chicago – Midwestern hub with a growing demand for professional styling services.

The target audience includes:

  1. Young professionals (25–40 years) balancing careers with personal image development.
  2. Eco-conscious millennials and Gen Z valuing sustainability and ethical consumption.
  3. Digital natives who rely on technology for lifestyle needs.
  4. Corporate clients (law firms, consultancies, creative agencies) needing consistent image alignment.

SWOT Analysis

Strengths Weaknesses
Innovative digital-first model Limited brand recognition
Professional stylist expertise Dependence on technology
Low overhead compared to physical retail Lack of physical presence
Scalability and global reach Customer churn risk in subscriptions
Strong alignment with sustainability Limited initial financial resources
Opportunities Threats
Rising demand for virtual styling Competitive new entrants
Sustainability as a consumer priority Fast-fashion undercutting
Expansion into corporate styling Economic downturns reducing spending
AR/AI advancements for digital try-ons Cybersecurity and data privacy risks
Growth of influencer collaborations Rapid trend volatility

Marketing Plan

Branding Strategy

Modesta Fashion Co. will position itself as a premium yet accessible styling brand blending personalization with sustainability. The brand identity emphasizes minimalism, sophistication, and inclusivity, appealing to clients who seek more than just fashion advice—an empowering lifestyle experience.

Customer Acquisition Channels

  1. Social Media – Instagram, TikTok, and Pinterest for fashion showcases.
  2. Influencer Collaborations – Partnerships with micro- and mid-tier influencers in NYC, LA, and Chicago.
  3. Content Marketing – Blogs and YouTube tutorials emphasizing sustainable styling.
  4. SEO and Paid Ads – Optimized campaigns targeting “virtual stylist,” “eco-friendly wardrobe,” and “online fashion consultant.”
  5. Corporate Partnerships – Collaborations with businesses to offer employee styling benefits.

Pricing Strategy

  • Subscription Tiers:
    • Basic ($39/month): One monthly consultation and digital wardrobe updates.
    • Premium ($79/month): Weekly updates, unlimited messaging, and seasonal capsule wardrobe curation.
    • Corporate ($199/month per employee): Professional packages tailored to business needs.
  • One-Time Consultations: $99 per 90-minute session.
  • Affiliate Commissions: 8–12% commission from sustainable fashion brand partners.

Customer Retention Strategies

  • Loyalty Discounts for long-term subscribers.
  • Personalized Recommendations updated regularly.
  • Virtual Events such as seasonal styling webinars.
  • Community Engagement through online fashion forums.

Positioning Statement

“For style-conscious professionals and eco-minded consumers, Modesta Fashion Co. delivers digital-first styling solutions that combine technology, professional expertise, and sustainability. Unlike fast fashion retailers, we offer curated, responsible, and empowering fashion experiences.”

Operations and Technology Plan

Service Delivery

Clients access services via a mobile app and website platform. After onboarding, users complete a detailed style survey. Stylists analyze responses and create curated lookbooks, wardrobe organization strategies, and brand recommendations.

Technology Infrastructure

  • Artificial Intelligence (AI): Automated outfit suggestions based on user data.
  • Augmented Reality (AR): Virtual try-on feature planned for Year 2 expansion.
  • Secure Payment Systems: Integrated with Stripe, PayPal, and Apple Pay.
  • Data Analytics: Ongoing refinement of style recommendations based on user engagement.

Supply Chain and Partnerships

Since Modesta Fashion Co. does not manufacture products, partnerships are vital. The company collaborates with sustainable fashion brands for affiliate opportunities and offers clients exclusive discounts.

Scalability

As a digital-first business, the model supports rapid geographic expansion without the need for physical infrastructure. Services are available nationally and, eventually, globally.

Management and Organization Plan

Leadership Roles

  • Chief Executive Officer (CEO) – Oversees business strategy and partnerships.
  • Chief Technology Officer (CTO) – Leads platform development and AI/AR integration.
  • Head of Styling Services – Manages stylist recruitment and service quality.
  • Marketing Director – Develops branding and client acquisition strategies.
  • Finance Manager – Oversees budgeting, revenue, and profitability.

Human Resource Strategy

  • Recruitment of certified stylists with fashion experience.
  • Ongoing training in digital styling tools and sustainability practices.
  • Flexible work arrangements to retain top talent.

Organizational Culture

Values-driven culture emphasizing innovation, inclusivity, and sustainability. Employees are encouraged to propose creative solutions while aligning with ethical principles.

Social Responsibility Plan

Sustainability Initiatives

  • Promoting eco-friendly brands in all client recommendations.
  • Encouraging capsule wardrobes to reduce waste.
  • Partnering with recycling and donation organizations to extend clothing lifecycle.

Community Engagement

  • Hosting free virtual workshops on sustainable fashion.
  • Offering discounted styling packages to underrepresented communities.
  • Supporting non-profit organizations focused on textile waste reduction.

Ethical Commitments

  • Full transparency in affiliate partnerships.
  • Protection of user data privacy.
  • Representation of diverse body types, genders, and cultures in marketing.

Financial Plan

Revenue Streams

  1. Subscription packages (Basic, Premium, Corporate).
  2. One-time consultations.
  3. Affiliate commissions from partner brands.
  4. Corporate contracts.

Start-Up Costs (Year 1)

  • Technology development (app + website): $100,000
  • Marketing and branding: $60,000
  • Salaries (core team): $120,000
  • Operations and administration: $40,000
  • Total Initial Investment: $320,000

Projected Revenue and Expenses (5-Year Forecast)

Year Revenue ($) Expenses ($) Net Profit/Loss ($)
Year 1 250,000 320,000 -70,000
Year 2 480,000 410,000 +70,000
Year 3 950,000 700,000 +250,000
Year 4 1,450,000 1,020,000 +430,000
Year 5 2,200,000 1,400,000 +800,000

Chart: Revenue vs. Expenses (5-Year Projection)

$ (Millions)

2.5 ┤                         ╭─ Revenue

2.0 ┤                       ╭╯

1.5 ┤                    ╭─╯

1.0 ┤              ╭────╯

0.5 ┤       ╭─────╯

0.0 ┼──────╯──────────────

     Y1    Y2    Y3    Y4    Y5

The company expects to break even in Year 3 and steadily increase profitability through scaling subscriptions and corporate contracts.

Conclusion

Modesta Fashion Co. offers an innovative solution to the changing dynamics of the U.S. fashion industry. By combining virtual styling, technological innovation, and sustainability, the company meets the growing demand for personalization and conscious consumption.

Its digital-first model ensures scalability and efficiency, while its commitment to inclusivity and eco-consciousness strengthens long-term brand value. With robust financial planning, effective marketing, and a clear operational strategy, Modesta Fashion Co. is positioned to become a market leader in virtual styling within five years.

References

  • Deloitte. (2022). Sustainability in the fashion industry: The consumer shift. Deloitte Insights.
  • IBISWorld. (2023). U.S. online apparel and accessories market analysis. IBISWorld.
  • McKinsey & Company. (2022). The state of fashion: Technology and personalization. McKinsey.
  • Statista. (2023). Apparel market revenue in the United States. Statista Research Department.
  • Business of Fashion. (2022). The rise of digital-first fashion experiences. Business of Fashion.

Detailed Assessment Instructions for the BUS 599 Strategic Management Final Business Plan Paper Example

Paper Details:

Part 1: Business Plan-Final

Notes

The executive summary is a critical aspect of this assignment. Your ability to condense and highlight critical information about your chosen company to investors will determine whether they decide to invest in you and your company or not.

Chapter 4, “The Executive Summary,” pages 53–66, provides information about writing the executive summary. You may write either a synopsis or a narrative summary. Pay particular attention to the following:

Executive Summary Plan Preparation Forms on pages 58–61.

Sample Plans on pages 62–66.

Examples of Executive Summaries Download Examples of Executive Summaries.

Instructions

In MS Word, construct a 10–20 page business plan in which you:

Develop an executive summary that highlights the key points for each section of the business plan.

You should not exceed 2 pages.

Develop a comprehensive Business Plan for your selected business product or service. Incorporate feedback to produce a comprehensive business plan for the product or business. Specifically, you will be combining all of the previous assignments and revising them to build your business plan:

Week 3 Assignment: Company Description and SWOT Analysis.

Week 5 Assignment: Marketing Plan.

Week 8 Assignment: Operations, Technology, Management and Organization, and Social Responsibility Plan.

Be sure to include all the headings from each of Assignments 1, 2, and 3 for this section of the business plan.

Formatting

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.

Use the template below for this assignment (Word portion):

Assignment 4 – Business Plan-Final. [DOCX] Download Assignment 4 – Business Plan-Final. [DOCX]

Part 2: Company Plan Financials-Final

Develop the final draft of your Company’s Financial Excel Template.

Using the Company Financials Excel Template, incorporate feedback from previous submissions to produce a comprehensive set of business plan financials for the business’s first two years.

Specifically, you will want to review and make sure you’ve thoroughly incorporated feedback you received from:

Week 7 discussion.

The specific course learning outcome associated with this assignment is:

Construct a business plan with an executive summary that justifies a clear concept, a management structure, a market need, competitive advantages, and financial projections.

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Company Valuation and Performance Paper Example: Apple Inc. 2019

Company Valuation and Performance Paper Example: Apple Inc. 2019Company Valuation and Performance Assignment Brief

Assignment Instructions Overview

This assignment requires students to select a publicly held company and review its 2019 annual report, with specific attention to the income statement and cash flow statement. Using these financial reports, students will conduct a structured analysis to evaluate the company’s valuation and performance. The paper should span 4–5 pages and present clear evidence of financial reasoning supported by calculations, benchmarks, and critical interpretation. The aim is to connect accounting analysis with real-world insights into business strengths and improvement opportunities.

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Understanding Assignment Objectives

The primary objective of this assignment is to develop the ability to analyze financial statements critically. Students will:

  • Select and review a company’s annual report, emphasizing financial data.
  • Identify and justify a suitable accounting test to apply to income and cash flow statements, based on selected criteria.
  • Apply the test through accurate computations and present clear results.
  • Interpret outcomes by comparing the company’s performance with industry standards or major competitors.
  • Highlight business improvement opportunities using evidence derived from the analysis.

Through this process, students will demonstrate their ability to connect theoretical accounting concepts with practical business valuation and performance evaluation.

The Student’s Role

In completing this task, students take on the role of an analyst responsible for evaluating a company’s financial health and future potential. This involves careful examination of the chosen firm’s 2019 financial reports, applying financial tools, interpreting results, and presenting findings in a logical, professional, and evidence-based manner. Students are expected to present recommendations in a clear and concise way that demonstrates both technical skill and business acumen.

Competencies Measured

This assignment will assess the following competencies:

  • Financial Analysis Competency – Ability to use appropriate accounting tests and ratios to evaluate company performance and valuation.
  • Critical Thinking Competency – Capacity to interpret test results meaningfully, linking financial outcomes to real-world implications.
  • Comparative Evaluation Competency – Skill in benchmarking results against industry averages or direct competitors.
  • Problem-Solving Competency – Ability to identify and justify an area of the business that presents opportunities for improvement.
  • Professional Communication Competency – Proficiency in presenting financial findings in a structured, well-written academic paper.

Company Valuation and Performance Paper Example: Apple Inc. 2019

Corporate Valuation and Performance Analysis: Apple Inc. 2019

  1. Introduction

The analysis of financial statements provides a reliable way to understand how well a company performs and the value it generates for its shareholders. By examining both the income statement and the cash flow statement, stakeholders can evaluate profitability, liquidity, efficiency, and long-term sustainability. These financial assessments are essential for understanding not only how a firm operates in the short term but also how it sustains competitiveness in a rapidly changing market.

You Can Also Check Other Related Assessments for the BUS 599 Strategic Management Course:

BUS 599 Strategic Management Final Business Plan Paper Example

BUS599 Operations Technology Management and Social Responsibility Plan Paper Example

BUS 599 Financial Restatement Analysis Paper Example

BUS 599 Marketing Plan and Sales Strategy Paper Example

Apple Inc., one of the largest technology companies globally, provides a strong case for financial analysis. The company has established itself as a leader in hardware, software, and digital services. By 2019, Apple was operating in an environment marked by intense competition, innovation pressure, and rising demand for digital ecosystems. The company’s total revenue for 2019 reached approximately $260.17 billion, supported by strong sales in iPhones, Macs, wearables, and services (Apple, 2019). Despite facing challenges such as declining iPhone sales, Apple remained one of the world’s most profitable firms, with its financial performance and valuation continuing to attract investor confidence.

The purpose of this paper is to conduct a comprehensive valuation and performance analysis of Apple Inc. for 2019. The paper applies several common accounting tests, including profitability ratios, liquidity ratios, efficiency ratios, and cash flow performance. Results are interpreted and compared against industry benchmarks and competitors such as Microsoft and Samsung. Finally, the analysis identifies a key business area for improvement, focusing on strengthening Apple’s long-term profitability and market resilience.

  1. Justification for Accounting Tests

A range of accounting tests can be applied to assess the performance of a company. However, not every test provides the same insight. Selecting the most relevant measures requires careful consideration of Apple’s business structure and market environment.

  1. Profitability Ratios
    Profitability ratios reveal how well a company generates income relative to revenue, operating costs, and shareholder equity. For Apple, profitability ratios such as gross profit margin, operating profit margin, and net profit margin are particularly important. These indicators show whether Apple converts sales into profit efficiently, given its reliance on both hardware production and high-margin services.
  2. Liquidity Ratios
    Liquidity ratios, such as the current ratio and quick ratio, measure Apple’s capacity to cover short-term obligations with its liquid assets. This is crucial for a company operating in global supply chains, where short-term liabilities and inventory commitments are significant. Strong liquidity ratios ensure financial flexibility during downturns or when investing in innovation.
  3. Efficiency Ratios
    Efficiency ratios evaluate how effectively Apple uses its assets to generate sales. Ratios like asset turnover and inventory turnover are useful in assessing whether Apple’s vast resource base is being deployed productively. These metrics help to determine operational efficiency and the speed of cash conversion cycles.
  4. Cash Flow Analysis
    Income statement results alone cannot capture the full financial picture. The cash flow statement provides complementary insights into Apple’s capacity to generate real cash from operations, pay dividends, and invest in growth. Ratios such as operating cash flow to net income and free cash flow highlight sustainability and shareholder value creation.

In summary, profitability ratios capture income generation, liquidity ratios assess financial stability, efficiency ratios evaluate resource utilization, and cash flow analysis ensures sustainability. Together, these tests present a balanced and comprehensive view of Apple’s valuation and performance.

  1. Conducting the Tests

3.1 Profitability Ratios

Gross Profit Margin

Gross Profit Margin=Gross ProfitRevenue×100\text{Gross Profit Margin} = \frac{\text{Gross Profit}}{\text{Revenue}} \times 100Gross Profit Margin=RevenueGross Profit​×100

Revenue (2019) = $260.17 billion
Gross Profit = $98.39 billion

Gross Profit Margin=98.39260.17×100=37.82%\text{Gross Profit Margin} = \frac{98.39}{260.17} \times 100 = 37.82\%Gross Profit Margin=260.1798.39​×100=37.82%

Result: Apple retained approximately 37.82 cents for every dollar of sales after covering direct production costs.

Operating Profit Margin

Operating Profit Margin=Operating IncomeRevenue×100\text{Operating Profit Margin} = \frac{\text{Operating Income}}{\text{Revenue}} \times 100Operating Profit Margin=RevenueOperating Income​×100

Operating Income (2019) = $63.93 billion
Revenue = $260.17 billion

Operating Profit Margin=63.93260.17×100=24.57%\text{Operating Profit Margin} = \frac{63.93}{260.17} \times 100 = 24.57\%Operating Profit Margin=260.1763.93​×100=24.57%

Result: Apple generated 24.57% operating income after deducting operating expenses such as R&D, marketing, and administration.

Net Profit Margin

Net Profit Margin=Net IncomeRevenue×100\text{Net Profit Margin} = \frac{\text{Net Income}}{\text{Revenue}} \times 100Net Profit Margin=RevenueNet Income​×100

Net Income (2019) = $55.26 billion
Revenue = $260.17 billion

Net Profit Margin=55.26260.17×100=21.24%\text{Net Profit Margin} = \frac{55.26}{260.17} \times 100 = 21.24\%Net Profit Margin=260.1755.26​×100=21.24%

Result: After accounting for all costs, taxes, and interest, Apple retained 21.24% of total revenue as profit.

3.2 Liquidity Ratios

Current Ratio

Current Ratio=Current AssetsCurrent Liabilities\text{Current Ratio} = \frac{\text{Current Assets}}{\text{Current Liabilities}}Current Ratio=Current LiabilitiesCurrent Assets​

Current Assets (2019) = $162.82 billion
Current Liabilities = $105.70 billion

Current Ratio=162.82105.70=1.54\text{Current Ratio} = \frac{162.82}{105.70} = 1.54Current Ratio=105.70162.82​=1.54

Result: Apple held $1.54 in current assets for every $1 in current liabilities, indicating a healthy liquidity position.

Quick Ratio

Quick Ratio=Current Assets – InventoryCurrent Liabilities\text{Quick Ratio} = \frac{\text{Current Assets – Inventory}}{\text{Current Liabilities}}Quick Ratio=Current LiabilitiesCurrent Assets – Inventory​

Inventory (2019) = $4.11 billion

Quick Ratio=162.82−4.11105.70=158.71105.70=1.50\text{Quick Ratio} = \frac{162.82 – 4.11}{105.70} = \frac{158.71}{105.70} = 1.50Quick Ratio=105.70162.82−4.11​=105.70158.71​=1.50

Result: Excluding inventory, Apple still maintained $1.50 in liquid assets per $1 of liabilities, confirming strong liquidity.

3.3 Efficiency Ratios

Asset Turnover

Asset Turnover=RevenueTotal Assets\text{Asset Turnover} = \frac{\text{Revenue}}{\text{Total Assets}}Asset Turnover=Total AssetsRevenue​

Revenue = $260.17 billion
Total Assets (2019) = $338.52 billion

Asset Turnover=260.17338.52=0.77\text{Asset Turnover} = \frac{260.17}{338.52} = 0.77Asset Turnover=338.52260.17​=0.77

Result: Apple generated 77 cents of sales for every $1 of assets, indicating moderate efficiency in asset utilization.

Inventory Turnover

Inventory Turnover=Cost of Goods SoldAverage Inventory\text{Inventory Turnover} = \frac{\text{Cost of Goods Sold}}{\text{Average Inventory}}Inventory Turnover=Average InventoryCost of Goods Sold​

COGS = $161.78 billion
Average Inventory = $4.11 billion

Inventory Turnover=161.784.11=39.38\text{Inventory Turnover} = \frac{161.78}{4.11} = 39.38Inventory Turnover=4.11161.78​=39.38

Result: Apple sold and replaced its inventory over 39 times in 2019, reflecting extremely efficient inventory management.

3.4 Cash Flow Analysis

Operating Cash Flow to Net Income

Operating Cash Flow (2019) = $69.39 billion
Net Income = $55.26 billion

Operating Cash Flow to Net Income=69.3955.26=1.26\text{Operating Cash Flow to Net Income} = \frac{69.39}{55.26} = 1.26Operating Cash Flow to Net Income=55.2669.39​=1.26

Result: Apple generated 26% more cash than reported income, showing strong earnings quality.

Free Cash Flow

Free Cash Flow=Operating Cash Flow – Capital Expenditure\text{Free Cash Flow} = \text{Operating Cash Flow – Capital Expenditure}Free Cash Flow=Operating Cash Flow – Capital Expenditure

Operating Cash Flow = $69.39 billion
Capital Expenditure = $10.49 billion

Free Cash Flow=69.39−10.49=58.90 billion\text{Free Cash Flow} = 69.39 – 10.49 = 58.90 \text{ billion}Free Cash Flow=69.39−10.49=58.90 billion

Result: Apple retained $58.9 billion free cash flow, enabling significant shareholder returns and reinvestment.

  1. Interpretation of Results

Apple’s financial ratios from 2019 demonstrate an exceptionally strong performance:

  • Profitability: With a gross margin of 37.82%, Apple successfully maintained pricing power and cost control. Its net profit margin of 21.24% far exceeded many industry players, highlighting resilience despite heavy reliance on hardware.
  • Liquidity: The current ratio of 1.54 and quick ratio of 1.50 indicate Apple had no short-term liquidity concerns. The company could comfortably cover obligations and fund innovation cycles.
  • Efficiency: Apple’s asset turnover of 0.77 shows a relatively lower utilization compared to leaner competitors but reflects the capital-heavy nature of technology giants. However, the inventory turnover of 39.38 confirms Apple’s efficiency in managing supply chains.
  • Cash Flow: With operating cash flow exceeding net income, Apple’s profits were strongly backed by real cash generation. The large free cash flow further enhanced investor value through buybacks and dividends.

Overall, the 2019 ratios confirm Apple’s robust profitability, strong liquidity, effective supply chain management, and excellent cash flow sustainability.

  1. Comparison with Competitors and Industry Benchmarks

Microsoft (2019)

  • Gross Profit Margin: 66%
  • Operating Profit Margin: 34%
  • Net Profit Margin: 31%
  • Current Ratio: 2.53
  • Asset Turnover: 0.50

Comparison: Microsoft’s margins were higher due to its software and cloud-based model, which involves lower production costs compared to Apple’s hardware-heavy operations. However, Apple demonstrated higher efficiency in asset turnover, highlighting stronger revenue generation per asset.

Samsung Electronics (2019)

  • Gross Profit Margin: 36%
  • Operating Profit Margin: 11%
  • Net Profit Margin: 8%
  • Current Ratio: 2.06
  • Asset Turnover: 0.67

Comparison: Apple outperformed Samsung across all profitability ratios. While Samsung maintained higher liquidity, Apple’s profitability dominance highlighted its pricing power and brand value.

Industry Insight: Relative to competitors, Apple stood between Microsoft’s high-margin model and Samsung’s production-oriented structure. Apple’s mix of hardware and growing services positioned it well but also emphasized the need to reduce reliance on manufacturing margins.

  1. Evaluation of Valuation and Performance

The comprehensive ratio analysis demonstrates that Apple’s valuation in 2019 was underpinned by solid financial fundamentals. Profitability levels, particularly the net margin of over 21%, ensured strong shareholder returns and sustained market confidence. Liquidity ratios showed resilience, with Apple capable of meeting obligations while still funding R&D and share buybacks. Efficiency indicators highlighted a dual picture: while Apple excelled in inventory management, asset utilization could be improved relative to competitors. Most significantly, Apple’s cash flow strength confirmed that profits were not merely accounting numbers but reflected genuine cash generation.

From a valuation perspective, Apple’s combination of strong margins, consistent cash flow, and robust liquidity provided the foundation for its continued high market capitalization. However, compared to Microsoft, Apple’s reliance on lower-margin hardware limited its relative profitability. The company’s long-term competitiveness would therefore depend on diversifying toward higher-margin services and recurring revenue streams.

  1. Area for Improvement

While Apple demonstrated excellent financial results in 2019, one clear area for improvement involves balancing its dependence on hardware with the expansion of high-margin services.

  • Hardware Cost Challenges: Apple’s gross margin of 37.82%, though strong, lagged behind Microsoft’s 66%. This reflects the cost-intensive nature of hardware production, including supply chain complexities, tariffs, and material costs. Optimizing supplier contracts, automating production, and diversifying manufacturing locations could reduce costs.
  • Services Growth Opportunity: Apple’s services segment, including iCloud, Apple Music, and the App Store, already showed promising growth in 2019. These businesses offer higher margins, recurring revenue, and lower reliance on physical production. Expanding this segment could enhance profitability closer to Microsoft’s model.
  • Efficiency in Asset Utilization: Apple’s asset turnover of 0.77, while decent, shows scope for improvement. Expanding digital ecosystems and leveraging its installed customer base could improve utilization without requiring proportional asset growth.

By focusing on cost optimization in hardware and accelerating the growth of services, Apple could enhance long-term profitability, increase valuation multiples, and strengthen resilience against market volatility.

  1. Conclusion

The valuation and performance analysis of Apple Inc. in 2019 reveals a company with exceptional financial strength and resilience. Profitability ratios confirmed Apple’s ability to convert sales into substantial profits, while liquidity and efficiency ratios demonstrated financial stability and operational competence. Cash flow results reinforced Apple’s capacity to sustain shareholder returns and invest in innovation.

Compared with competitors, Apple performed significantly better than Samsung and only trailed Microsoft in profitability due to its hardware-centric business model. The primary area for improvement lies in reducing reliance on hardware manufacturing and expanding into higher-margin services and digital ecosystems.

Overall, Apple’s 2019 financial performance positioned it as one of the most valuable companies globally, with strong prospects for future growth. By optimizing costs and capitalizing on service expansion, Apple could further enhance shareholder value and maintain a dominant position in the technology sector.

References

Apple Inc. (2019). Annual Report 2019. Apple Investor Relations. https://www.apple.com/investor

Coulon, Y. (2020). Profitability and performance ratios. Rational Investing with Ratios, 85–104. https://doi.org/10.1007/978-3-030-34265-4_5

Mahdi, M., & Khaddafi, M. (2020). The influence of gross profit margin, operating profit margin and net profit margin on stock price of consumer goods industry in the Indonesia Stock Exchange. International Journal of Business, Economics, and Social Development, 1(3). https://doi.org/10.46336/ijbesd.v1i3.53

Nariswari, T. N., & Nugraha, N. M. (2020). Profit growth: Impact of net profit margin, gross profit margin and total assets turnover. International Journal of Finance & Banking Studies, 9(4), 87–96. https://doi.org/10.20525/ijfbs.v9i4.937

Sugiartha, W., & Nurasik, N. (2023). Effect of net profit margin, return on assets and current ratio on dividend policy. Universal Journal of Accounting and Finance, 11(2), 457–466. https://doi.org/10.21070/ups.508

Detailed Assessment Instructions for the Company Valuation and Performance Assignment

Paper details                

Choose a publicly held company and review its 2019 annual report. Pay particular attention to the income and cash flow statements upon which this assignment is based.

Instructions

Provide a 4-5 page analysis and evaluation of your chosen company’s valuation and performance. Do the following:

Justify which common accounting test should be used on the income and cash statements to best reveal insights into corporate valuation and performance. Make sure to identify your criteria.

Conduct your chosen test and share the computations and results.

Evaluate corporate valuation and performance accurately by interpreting test results and comparing them to industry benchmarks or primary competitors.

Justify your choice of a business area that represents the best opportunity for business improvement based on your results and findings.

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NURS FPX 6610 Transitional Care Plan Paper Example

NURS FPX 6610 Assessment 3 Transitional Care PlanNURS FPX 6610 Assessment 3 Transitional Care Plan

NURS FPX 6610 Assessment 3 Transitional Care Plan Paper Assignment Brief

Course: NURS-FPX6610 Introduction to Care Coordination

Assignment Title: NURS FPX 6610 Assessment 3 Transitional Care Plan

Assignment Overview

This assignment requires the development of a transitional care plan for a terminally ill patient, building on decisions made in an interactive simulation regarding end-of-life care. The plan should address key elements necessary for ensuring safe transitions and improving patient outcomes during shifts between healthcare settings.

Understanding Assignment Objectives

This assignment aims to assess students’ abilities to comprehend the significance of effective care coordination, recognize barriers to information transfer in healthcare settings, and develop strategies for ensuring accurate continuity of care. Additionally, it evaluates students’ communication skills and their ability to support their assertions with credible evidence.

The Student’s Role

Students are required to assume the role of a care coordinator responsible for recommending appropriate transitional care for a terminally ill patient. They must develop a comprehensive transitional care plan that addresses the patient’s specific needs and ensures seamless transitions between healthcare settings.

You Can Also Check Other Related Assessments for the NURS-FPX6610 Introduction to Care Coordination Course:

NURS FPX 6610 Assessment 1 Comprehensive Needs Assessment Example

NURS FPX 6610 Assessment 2 Patient Care Plan Example

NURS FPX 6610 Assessment 4 Case Presentation Example

NURS FPX 6610 Transitional Care Plan Paper Example

Transitional care is a critical aspect of patient management, especially for individuals with chronic illnesses. It ensures continuity and quality of care as patients move between different phases of treatment or healthcare settings. Its primary aim is to provide comprehensive support and resources to patients, allowing for continuous monitoring and intervention to prevent adverse outcomes. In this assessment, the focus is on developing a transitional care plan for Mrs. Snyder, a 56-year-old patient with diabetes who presented at Villa Hospital with an infected toe. The goal is to outline a plan that addresses her specific needs while considering potential barriers and communication challenges in the healthcare system (Korytkowski et al., 2022).

Key Elements and Information Needed for High-Quality Treatment

Patient quality of care and safety hinge on the adherence to strict guidelines to ensure effectiveness. Precision and effectiveness in diagnosing the patient’s condition are crucial to prevent complications (Watts et al., 2020). Moreover, continuous tracking and storage of patient medical records by the organization are essential for future reference. Proper diagnosis of Mrs. Snyder’s condition is imperative to understand her issues accurately.

Various key elements and information are necessary from Mrs. Snyder to enhance the quality of her treatment.

Medical Records: Collecting Mrs. Snyder’s medical records is paramount to address her concerns effectively. These records enable healthcare staff to identify other health issues impacting her well-being, such as depression, high blood pressure, and heart problems (Chen et al., 2018).

Medication Reconciliation: In addition to medical records, healthcare staff must be aware of Mrs. Snyder’s medication list. This reconciliation ensures whether her current medications are beneficial or if alternative options are necessary to improve her treatment outcomes (Fernandes et al., 2020).

Emergency and Advance Directive Information: A patient-centered approach is essential in transitional care planning, necessitating an understanding of Mrs. Snyder’s religious beliefs. Obtaining advance directive information from primary healthcare providers helps in understanding the patient’s previous treatment, minimizing potential complications (Dowling et al., 2020).

Patient Feedback: Furthermore, gathering patient feedback on medical personnel behavior and the treatment process is crucial. This feedback provides insights into Mrs. Snyder’s medical needs and preferences, enabling healthcare professionals to tailor their approach accordingly and empower the patient to prioritize her healthcare needs (Moghaddam et al., 2019).

Plan of Care and Education: Healthcare professionals must be adequately trained to deliver optimal care and ensure patient satisfaction. Tailoring a transitional care plan according to the patient’s specific requirements and conditions is essential. Additionally, providing access to community-based healthcare services and facilitating rapid information sharing among healthcare professionals are essential components (Dyer, 2021).

Community and Health Care Resources: Preventing adverse medical outcomes like hospital readmissions and mortality rates necessitates access to sufficient community services, including mobility options, social support, health education, and outpatient treatment (Yue et al., 2019).

Insightful Assessment of the Patient’s Needs

Transitioning Mrs. Snyder to another healthcare setting necessitates a thorough understanding of her medical background, current health status, and treatment trajectory. Essential components of this assessment include acquiring medical test results, documenting her post-discharge prescriptions, and evaluating the duration of her hospitalization (Humphries et al., 2020). Furthermore, crucial documents such as counseling records, follow-up plans, and information about available social support services must be obtained to ensure comprehensive care coordination. Additionally, assessing Mrs. Snyder’s current health status and conducting enhanced safety assessments are vital aspects of this process. Moreover, a detailed review of her treatment history, particularly regarding chronic illnesses, is imperative for maintaining continuity of care and optimizing health outcomes. By addressing these multifaceted needs, we can effectively facilitate Mrs. Snyder’s transition while promoting her overall well-being.

Importance of Key Elements of a Transitional Care Plan

In transitional care plans, each key element holds crucial significance in enhancing the quality of patient care. Gathering emergency and advance directive information from previous healthcare settings is vital for healthcare professionals to anticipate potential issues and address them effectively. Understanding Mrs. Snyder’s religious and cultural beliefs, as suggested by Blackwood et al. (2019), ensures that her care aligns with her preferences and avoids conflicts. Advance directives, according to Blackwood et al. (2019), aid in making future health decisions, emphasizing the importance of advanced care planning in assessing patients’ needs and preferences.

For Mrs. Snyder, access to community and healthcare resources is imperative to address her specific needs. Suffering from an infected toe, accommodations such as ground-floor rooms or elevator facilities can alleviate her mobility challenges, as highlighted by Schultz et al. (2021). Additionally, ensuring the availability of wheelchairs within the hospital premises is essential to prevent complications. Schultz et al. (2021) emphasize the role of healthcare services and community support in reducing hospital readmission rates and providing essential medical care post-discharge.

Medication reconciliation stands as a critical aspect of transitional care, aiding in identifying allergies and preventing medication errors. Borulkar et al. (2022) stress the importance of medication reconciliation in patient care and safety, particularly for patients like Mrs. Snyder who require insulin therapy. Accurate dosing of insulin is crucial to avoid severe consequences, emphasizing the significance of this process in patient management.

Patient feedback serves as a valuable tool for healthcare staff to assess concerns and address potential gaps in care. Fiorillo et al. (2020) highlight the necessity of patient feedback in treatment decision-making, citing its role in mitigating instances of negligence and improving overall patient experience. Learning from Mrs. Snyder’s experience with post-discharge guidelines underscores the importance of incorporating patient feedback into care protocols to prevent similar occurrences in the future.

Furthermore, enhancing healthcare professionals’ and patients’ training can significantly improve Mrs. Snyder’s quality of care. Training programs equip healthcare professionals with the skills for effective collaboration and communication, facilitating better understanding of patients’ needs and preferences. Kaper et al. (2019) emphasize the necessity of training to reduce mortality rates and enhance patient care quality, highlighting its role in addressing individual patient requirements and improving overall outcomes. By prioritizing these key elements, healthcare providers can tailor transitional care plans to meet Mrs. Snyder’s specific needs, ultimately enhancing her well-being and quality of life.

Potential Effects of Incomplete or Inaccurate Information on Care

Ensuring the transfer of complete and accurate patient information between healthcare settings is crucial to avoid treatment delays and serious complications. Inaccurate or incomplete data can lead to erroneous treatment decisions, increased mortality rates, and higher readmission rates. Medication errors are also a significant concern, as incomplete prescription lists may result in administering incorrect medications, posing risks to patient safety. Zirpe et al. (2020) highlight the impact of incomplete drug information on treatment delays and mortality rates, emphasizing the importance of accurate prescription records in healthcare organizations.

Importance of Effective Communication

Effective communication among healthcare providers is essential for obtaining comprehensive patient medical histories. It fosters a positive rapport between patients and healthcare professionals, enhancing patient trust and adherence to care plans. Garcia-Jorda et al. (2022) emphasize the role of effective communication in building trust and ensuring patient commitment to treatment plans. Furthermore, clear communication facilitates informed decision-making regarding patient well-being, allowing healthcare staff to obtain accurate updates on patients’ conditions from previous healthcare providers. In the case of Mrs. Snyder, who is experiencing stress and depression due to treatment costs, effective collaboration and emotional support are vital for addressing her mental health needs. Yazdinejad et al. (2020) underscore the importance of effective communication in reducing adverse events and mortality rates, highlighting its role in ensuring patient safety and optimal care delivery within healthcare organizations.

Potential Effects of Ineffective Communication

When communication among healthcare providers is ineffective, it can lead to significant consequences such as delays in delivering prompt and appropriate treatment. In emergency situations, inadequate communication may result in delays in administering urgent care, as healthcare staff may lack accurate patient information. This delay can exacerbate health conditions and potentially lead to adverse outcomes, including mortality (Raeisi et al., 2019). Furthermore, ineffective communication can contribute to disparities in healthcare delivery, further jeopardizing patient well-being and potentially resulting in fatal consequences.

Moreover, ineffective communication can contribute to increased healthcare costs for patients. Without proper communication between healthcare settings, patients may undergo unnecessary duplicate tests or procedures, leading to additional expenses. This lack of coordination can strain patients financially and burden the healthcare system unnecessarily. Additionally, inadequate communication can erode trust and satisfaction in healthcare professionals among patients. When patients feel their needs are not adequately addressed due to communication gaps, it diminishes their confidence in the healthcare system and may negatively impact their overall care experience (Raeisi et al., 2019).

Barriers to the Transfer of Accurate Patient Information

The seamless transfer of accurate patient information is vital for the success of any transitional care plan. However, several barriers may impede this process. One significant obstacle is the shortage of staff, which can hinder the effective sharing of information. In busy transitional periods, nurses and other healthcare personnel may find themselves overwhelmed with duties, leading to potential miscommunication (Ilardo & Speciale, 2020).

Incomplete medical histories pose another challenge, as missing test results and diagnosis documents can lead to communication gaps. This incompleteness may result in the duplication of tests and procedures, causing delays and inefficiencies in patient care.

Moreover, the financial burden on patients and their families due to the repetition of tests can arise if insurance coverage does not extend to such circumstances. Adequate planning and information exchange are crucial to address this concern and ensure efficient resource utilization (Cullati et al., 2019).

Additionally, a lack of familiarity with Electronic Health Records (EHR) technology among healthcare professionals presents another barrier to effective communication. Without proper training in EHR systems, healthcare providers may struggle to transfer patient information accurately, potentially compromising patient safety and continuity of care (Tsai et al., 2020).

Strategy for Ensuring Comprehensive Continuity of Care

Implementing effective strategies is crucial to delivering optimal care to patients during transitions. One key strategy involves meticulous planning to ensure the accurate transfer of patient information to destination healthcare facilities. This approach aims to mitigate financial burdens on patients and minimize the risk of adverse outcomes, such as mortality. By meticulously documenting Mrs. Snyder’s complete medical history, including medication reconciliation, destination hospitals can prevent potential complications associated with incorrect medication administration (Glans et al., 2020).

Conducting follow-up sessions is another valuable strategy to gain insight into Mrs. Snyder’s perspective on the destination medical center. Adopting a collaborative approach fosters open communication and enables healthcare providers to address patient concerns effectively. Moreover, providing comprehensive discharge instructions, including allergy information and self-management plans, is essential for ensuring Mrs. Snyder’s adherence to a healthy lifestyle post-transition. Prioritizing these strategies is integral to the success of the transitional care plan and promoting positive patient outcomes (Spencer & Singh Punia, 2020).

Conclusion

Effective transitional care planning is essential for patients, particularly those with chronic illnesses like Mrs. Snyder. By addressing key elements such as comprehensive medical records, medication reconciliation, patient feedback, and effective communication, healthcare providers can enhance the quality of care and improve patient outcomes during transitions between healthcare settings. Furthermore, recognizing and overcoming barriers to information transfer, such as staffing shortages and incomplete medical histories, is crucial for ensuring seamless continuity of care. Implementing strategies like meticulous planning, follow-up sessions, and comprehensive discharge instructions can further enhance the effectiveness of transitional care plans. By prioritizing these aspects, healthcare providers can optimize patient well-being and promote successful transitions across the healthcare continuum.

References

Borulkar, V., Weingart, S. N., Rutherford, P. A., & Taylor, L. E. (2022). Medication reconciliation: a necessary yet insufficient tool to prevent medication errors. Journal of Patient Safety, 18(1), e154-e156.

Chen, Y., Zhang, J., Lyu, H., Liu, X., Cao, Z., Gao, R., … & Lu, X. (2018). The value of medication reconciliation in a patient-centered medical home. Journal of Patient Safety, 14(4), e74-e79.

Cullati, S., Charvet-Bérard, A. I., Perneger, T. V., & Charvet-Bérard, A. (2019). Transfer of information and healthcare system utilization after patient discharge from intensive care. Journal of Patient Safety, 15(2), e82-e88.

Dowling, M., Hunter, A., & Plumb, M. (2020). The importance of advance care planning in the hospital. British Journal of Nursing, 29(6), 346-349.

Dyer, S. M. (2021). Transitional care interventions for preventing hospital readmissions for older people with heart failure: A systematic review and meta-analysis. Heart & Lung, 50(3), 315-325.

Fernandes, S. S., Silva, A. E., Pereira, A. R., & Lopes, I. C. (2020). Medication reconciliation in clinical practice: a systematic review. International Journal of Clinical Pharmacy, 42(5), 1218-1230.

Fiorillo, L., Cornelli, P., & Montorselli, C. (2020). Patient satisfaction: A key factor in clinical evaluation. European Review for Medical and Pharmacological Sciences, 24(3), 1397-1400.

Glans, M., Lindström, K., & Olofsson, T. C. (2020). Improving discharge planning in an acute care hospital: Assessment of a comprehensive discharge planning tool. Journal of Clinical Nursing, 29(19-20), 3695-3704.

Garcia-Jorda, D., Rodriguez-Vicente, I., Gomez-Martinez, M. J., Fuentes-Pumarola, C., Llaurado-Serra, M., & Vinas-Sanchez, S. (2022). Effective communication in nursing: A qualitative study. Nurse Education Today, 109, 105263.

Humphries, A., Tann, L. S., Osborne, M., & Law, T. (2020). Adherence to care plan documents: a key for safe transitions. Australian Journal of Primary Health, 26(2), 118-122.

Ilardo, M. L., & Speciale, R. P. (2020). Nursing shortages and patient safety outcomes: a systematic review of the literature. Journal of Nursing Management, 28(5), 1060-1069.

Kaper, M. S., Sixma, H. J., & van der Meer, J. T. (2019). Are patients discharged with care? A qualitative study of perceptions and experiences of patients, family members and care providers. BMJ Quality & Safety, 28(5), 328-336.

Moghaddam, A., Farhangi, H., Pourreza, A., & Nikbakht Nasrabadi, A. (2019). Development of nursing services: A qualitative study. Journal of Nursing Management, 27(5), 975-984.

Raeisi, A. R., Farhangi, H., Moosavi, S., & Khaleghi, M. (2019). The effect of communication skills training on quality of nursing care. Evidence Based Care, 9(1), 17-25.

Schultz, M. S., Oliver, R. D., Kofoed, J. F., & Carroll, J. S. (2021). Community-based health care: implications for nurse executives. Nursing Administration Quarterly, 45(2), 160-170.

Spencer, C., & Singh Punia, M. (2020). The importance of patient education in nursing care. British Journal of Nursing, 29(11), 652-655.

Tsai, C. W., Kung, P. T., Wang, C. W., Chang, Y. C., & Huang, H. L. (2020). The barriers to the adoption of electronic medical records by physicians: a systematic review of the literature. Journal of Medical Systems, 44(1), 4.

Watts, G., Lee, K., Hanning, B., & Williams, J. (2020). Nursing shortage and nurse turnover. Nursing Economics, 38(3), 129-139.

Yazdinejad, A., Gheibizadeh, M., Jahangiri, M., Jafarabadi, M. A., & Ghafari, S. (2020). Investigating the effectiveness of communication skills training on communication skills of medical students. Journal of Medical Education Development, 14(4), 358-364.

Yue, D. S., Zhang, Y. Y., Zhang, Y., & Liu, G. (2019). The impact of discharge planning on the readmission of elderly patients after hip fracture: A systematic review and meta-analysis of randomised controlled trials. BMC Musculoskeletal Disorders, 20(1), 1-11.

Zirpe, K. G., Gurjar, M., Kumar, R., Baronia, A. K., & Kishore, K. (2020). Impact of medication reconciliation on medication errors in critically ill patients. Critical Care and Resuscitation, 22(2), 104-109.

Detailed Assessment Instructions for the NURS FPX 6610 Assessment 3 Transitional Care Plan Paper Assignment

Description

Assessment 3 Instructions: Transitional Care Plan Paper Assignment

  • Complete an interactive simulation in which you will make decisions about a patient’s end-of-life care. Then, develop a transitional care plan of 4–5 pages for the patient.
    Note: Each assessment in this course builds on your work from the preceding assessment; therefore, complete the assessments in the order in which they are presented.
    To help reduce care fragmentation, a care coordinator working with patients who suffer from chronic illnesses must share important clinical information with stakeholders so everyone has clear shared expectations about their roles. Equally important, the care coordinator must work with the team to provide updated information to patients and their families and to ensure that effective transitions and referrals take place. This assessment provides an opportunity for you to assume the role of care coordinator and recommend appropriate transitional care for a terminally ill patient.
    Relative to other facets of medical care, research directing efforts to improve care coordination has lacked rigor. However, many groundbreaking health care organizations have acknowledged the perils of poorly coordinated care models and applied interventions to improve these models. The objective of care coordination is to secure high-quality recommendations and transitions that aim for superior health care and guarantee that all involved providers, organizations, and patients have the necessary information and resources to make optimal patient care possible.
    By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria:

    • Competency 2: Explain the effect of societal, economic, and interprofessional factors on patient outcomes and the care coordinator’s role.
      • Explain the importance of effective communications with other health care and community services agencies.
      • Identify barriers to the transfer of accurate patient information from the sending organization to the patient destination.
    • Competency 3: Evaluate care coordination plans and outcomes according to performance measures and professional standards.
      • Explain the importance of each key element of a transitional care plan.
    • Competency 4: Develop collaborative interventions that address the needs of diverse populations and varied settings.
      • Provide the key plan elements and information needed to ensure safe, high-quality transitional care and improved patient outcomes.
      • Develop a strategy for ensuring that the destination care provider has an accurate understanding of continued care.
    • Competency 5: Communicate effectively with diverse audiences, in an appropriate form and style, consistent with applicable organizational, professional, and scholarly standards.
      • Write clearly and concisely, using correct grammar and mechanics.    
      • Support main points, claims, and conclusions with credible evidence, correctly formatting citations and references using APA style.
    • Competency Map
      CHECK YOUR PROGRESSUse this online tool to track your performance and progress through your course.
  • Toggle DrawerResources
  • Asssessment InstructionsNote: Complete the assessments in this course in the order in which they are presented.
    Preparation
    In the previous assessment, you conducted simulated stakeholder interviews and collected information for a plan of care for Mrs. Snyder. Now, seven months later, her condition has deteriorated.
    To prepare for this assessment, complete the following simulation:

    • Vila Health: Care Coordination Scenario II.
    • In this simulation, you will recommend appropriate end-of-life care for Mrs. Snyder and see how those recommendations can affect the lives of the patient and her family. Completing this exercise will help you develop a transitional care plan for Mrs. Snyder.
      Note: Remember that you can submit all or a portion of your draft to Smarthinking for feedback before you submit the final version of this assessment. If you plan on using this free service, be mindful of the turnaround time of 24–48 hours for receiving feedback.
      Example Assessment: You may use the following to give you an idea of what a Proficient or higher rating on the scoring guide would look like:
    • Assessment 3 Example [PDF].
    • Requirements
      Develop a transitional care plan for Mrs. Snyder.
      Transitional Care Plan Format and Length
      You may use a familiar transitional care plan format or template—for example, one used in your organization—or you may create your own. See the Transition Care Plan Example [PDF] provided.
    • Format your transitional care plan in APA style; an APA Style Paper Tutorial [DOCX] is provided to help you. Be sure to include:
      • A title page and references page. An abstract is not required.
      • A running head on all pages.
      • Appropriate section headings.
    • Your plan should be 4–5 pages in length, not including the title page and references page.
    • Supporting Evidence
      Cite 3–5 sources of scholarly or professional evidence to support your plan.
      Developing the Transitional Care Plan
      The requirements outlined below correspond to the grading criteria in the scoring guide. Be sure that your transitional care plan addresses each point, at a minimum. Read the Transitional Care Plan Scoring Guide to better understand how each criterion will be assessed.
    • Provide the key plan elements and information needed to ensure safe, high-quality transitional care and improved patient outcomes.
      • Include elements such as emergency and advance directive information, medication reconciliation, plan of care, and available community and health care resources.
    • Explain the importance of each key element of a transitional care plan.
      • Identify potential effects of incomplete or inaccurate information on patient outcomes and the quality of care.
      • Cite credible evidence to support your assessment of each element’s importance.
    • Explain the importance of effective communications with other health care and community services agencies.
      • Identify potential effects of ineffective communications on patient outcomes and the quality of care during the transition.
    • Identify barriers to the transfer of accurate patient information from the sending organization to the patient destination.
      • Consider barriers (actual or potential) inherent in such care settings as long-term care, subacute care, home care services, and home care with support, family involvement, et cetera.
      • Identify at least three barriers (actual or potential).
    • Develop a strategy for ensuring that the destination care provider has an accurate understanding of continued care.
      • Consider the patient medication list, plan of care, or other aspects of the follow-up plan or discharge instructions.
      • Cite credible evidence to support your strategy.
    • Write clearly and concisely, using correct grammar and mechanics.
      • Express your main points and conclusions coherently.
      • Proofread your writing to minimize errors that could distract readers and make it difficult to focus on the substance of your plan.
    • Support main points, claims, and conclusions with credible evidence, correctly formatting citations and references using APA style.
    • Portfolio Prompt: You may choose to save your transitional care plan to your ePortfolio.

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Fisker Automotive Midterm Business Case Proposal Example: Marketing Strategy for the Ocean EV

Fisker Automotive Midterm Business Case Proposal Example: Marketing Strategy for the Ocean EVFisker Automotive Midterm Business Case Proposal Assignment Brief

Assignment Instructions Overview

Students are required to prepare a mid-term business case paper in the form of a proposal. The paper should simulate the perspective of a principal consultant working for a marketing strategy firm hired by Fisker’s senior leadership team. The assignment will be graded on the clarity, feasibility, and academic grounding of the recommendations.

The proposal must be written in a professional style, with correct grammar, spelling, and organization. Students must use Journal of Marketing citation guidelines when referencing external sources. The paper must demonstrate an understanding of marketing planning concepts covered in lectures, readings, and assigned videos.

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Understanding Assignment Objectives

The objective of this assignment is to help students apply marketing strategy frameworks to a real-world case. Specifically, students are expected to:

  • Explain the role of an environmental assessment and outline a structured plan for conducting one.
  • Provide a justified SWOT analysis that distinguishes between internal and external factors.
  • Clarify the difference between goals and objectives, applying the SMART principle to the Fisker Ocean EV context.
  • Identify an appropriate target market, using external evidence to support recommendations.
  • Develop a prescriptive competitor assessment plan that can guide Fisker’s internal team.

The emphasis is on combining academic theory with practical application to support decision-making at the senior management level.

The Student’s Role

Students must position themselves as consultants tasked with providing objective, evidence-based recommendations. This involves:

  • Using academic knowledge and lecture material to justify each section.
  • Presenting insights in a way that is clear, professional, and actionable for a business audience.
  • Avoiding personal opinion; instead, relying on credible sources, case context, and structured analysis.
  • Writing with a high standard of professionalism to simulate a real-world consultancy proposal.

Competencies Measured

By completing this assignment, students will demonstrate competence in:

  • Strategic Marketing Analysis – Ability to conduct an internal, external, and customer environmental assessment.
  • Critical Thinking – Skill in applying SWOT frameworks with proper justification and evidence.
  • Goal Setting and Planning – Understanding and application of SMART goals and objectives in a business context.
  • Market Segmentation and Targeting – Identifying and justifying a primary target market using academic and industry sources.
  • Competitive Strategy Development – Outlining structured, step-by-step competitor assessments based on best practices.
  • Professional Business Communication – Writing proposals that are grammatically correct, persuasive, and aligned with professional consultancy standards.

Fisker Automotive Midterm Business Case Proposal Example: Marketing Strategy for the Ocean EV

Introduction

The global automotive industry is undergoing a fundamental transformation driven by electrification, sustainability mandates, and shifting consumer preferences toward clean mobility. Fisker Automotive, a company founded with a vision to design emotionally appealing yet environmentally responsible vehicles, has introduced the Ocean EV, a sport utility vehicle positioned to compete in the rapidly expanding electric vehicle (EV) market. The company’s challenge lies not only in differentiating itself from dominant players such as Tesla, Hyundai, and General Motors but also in crafting a sustainable long-term strategy that aligns with evolving market forces, customer expectations, and global environmental policies.

This mid-term business case proposal, presented as if by an external consulting partner, outlines Fisker’s strategic marketing roadmap for the Ocean EV. It directly addresses five core questions posed by senior leadership: (1) how to conduct a comprehensive environmental assessment, (2) how to leverage a robust SWOT analysis, (3) how to define goals and objectives over the next three to five years, (4) how to identify and target the right market segments, and (5) how to develop a structured competitor assessment plan. The intent is to provide actionable insights rooted in current market data, academic frameworks, and industry best practices.

By adopting a disciplined approach grounded in marketing theory, customer research, and competitive intelligence, Fisker can refine its position in the EV market and deliver sustained shareholder and consumer value.

  1. Environmental Assessment

A robust environmental assessment is foundational to Fisker’s strategy because it illuminates the contextual factors influencing Ocean EV adoption. This includes internal analysis, external macro and industry analysis, and customer environment exploration.

1.1 Internal Environment

The internal environment consists of Fisker’s resources, culture, and operational capabilities. Key considerations include:

  • Brand identity: Fisker is associated with innovation, sustainability, and design aesthetics. The Ocean EV embodies these values through features such as a solar roof and vegan interior materials.
  • Financial resources: Compared to Tesla and legacy automakers, Fisker’s capital structure is leaner, making efficient allocation of marketing and R&D spend critical (IEA, 2023).
  • Production capacity: Fisker relies on contract manufacturing partnerships, which limits direct control over scalability but reduces capital burden.
  • Human resources: The company has expertise in design and marketing but requires stronger distribution and aftersales networks to compete effectively.

1.2 External Environment

The external environment reflects macroeconomic, technological, political, and societal forces:

  • Political/regulatory: Government incentives and zero-emission mandates (e.g., the U.S. Inflation Reduction Act and EU Green Deal) favor EV adoption.
  • Economic: Inflation and rising interest rates can constrain consumer purchasing power, yet long-term EV demand remains strong (BloombergNEF, 2024).
  • Social: Growing environmental consciousness drives preference for sustainable brands, particularly among Gen Z and Millennials.
  • Technological: Advances in battery efficiency, charging infrastructure, and AI-enabled driving systems shape competition.
  • Environmental: Sustainability remains a critical differentiator; lifecycle emissions and recyclability matter to conscious buyers.

1.3 Customer Environment

Understanding customers requires addressing the 5Ws:

  • Who: Environmentally conscious consumers, tech-savvy early adopters, and families seeking sustainable SUVs.
  • What: Desire for stylish, functional EVs that balance affordability with innovation.
  • When: Purchase timing aligns with availability of government subsidies, rising fuel prices, and charging accessibility.
  • Where: Demand is strongest in urban centers with EV infrastructure, notably California, Scandinavia, and Western Europe.
  • Why: Customers increasingly view EVs as both cost-saving and environmentally responsible choices.

1.4 Step-by-Step Environmental Assessment Plan

Internal audit of strengths and resource allocation (brand, finances, partnerships).

PESTLE analysis to monitor regulatory, social, and technological trends.

Market research surveys to capture consumer attitudes toward EV affordability and design.

Customer segmentation study applying demographic, psychographic, and behavioral criteria.

Benchmarking competitors across features, pricing, and brand equity.

Feedback loops through post-purchase surveys to track evolving customer satisfaction.

This structured assessment ensures Fisker aligns its strategy with both internal constraints and external opportunities.

  1. SWOT Analysis

A SWOT analysis integrates the environmental assessment into actionable insights.

Strengths           

  • Distinctive design and sustainability features (solar roof, vegan materials).
  • Strong brand positioning as an eco-conscious automaker.
  • Competitive pricing compared to luxury EVs.

Weaknesses

  • Limited production capacity and reliance on contract manufacturers.
  • Weak aftersales service and charging partnerships compared to incumbents.
  • Limited financial resources relative to Tesla and Hyundai.

Opportunities

  • Expanding EV subsidies and carbon-neutral mandates globally.
  • Rising demand for sustainable SUVs among Millennials/Gen Z.
  • Partnerships with charging providers to expand accessibility.

Threats

  • Intense competition from both established automakers and startups.
  • Supply chain disruptions and raw material shortages.
  • Regulatory uncertainty in emerging markets.

Justification

  • Strengths: Fisker’s differentiation lies in design and sustainability—a segment underserved in the mid-priced SUV category.
  • Weaknesses: Contract manufacturing reduces capital intensity but risks quality consistency.
  • Opportunities: Global EV demand is forecasted to reach 50% of car sales by 2035 (IEA, 2023), creating growth potential.
  • Threats: Competitors like Tesla offer stronger ecosystems (e.g., Supercharger network), posing challenges for brand stickiness.
  1. Goals and Objectives (3–5 Years)

3.1 Distinction Between Goals and Objectives

  • Goals are broad, aspirational outcomes (e.g., becoming a recognized EV brand).
  • Objectives are specific, measurable actions aligned with SMART criteria.

3.2 Proposed Goals

  • Establish Ocean EV as a top competitor in the sustainable SUV category.
  • Strengthen customer trust through superior service and transparent sustainability practices.
  • Build resilient partnerships for charging and distribution.

3.3 SMART Objectives

  • Sales: Achieve 150,000 cumulative Ocean EV units sold globally by 2028.
  • Market share: Capture 3% of U.S. and 2% of EU EV SUV markets within five years.
  • Customer satisfaction: Maintain Net Promoter Score (NPS) above 70 by 2027.
  • Sustainability: Ensure 80% of vehicle materials are recyclable by 2028.
  • Charging accessibility: Secure at least three major partnerships with charging providers by 2026.
  1. Target Market

4.1 Demographic Profile

  • Age: 28–45
  • Income: $70,000–$150,000 annually
  • Geography: Urban/suburban areas in EV-progressive regions (California, Norway, Germany)

4.2 Psychographic Profile

  • Environmentally conscious, socially responsible, technology adopters.
  • Value authenticity and transparency in sustainability claims.

4.3 Behavioral Profile

  • Preference for sustainable products across categories.
  • Early adopters of new technology.
  • Likely to share experiences on social media, amplifying word-of-mouth.

4.4 Justification

Surveys show Gen Z and Millennials are 50% more likely to consider an EV compared to older generations (McKinsey, 2023). Furthermore, 70% of urban households cite sustainability as a key purchase driver (Deloitte, 2022). This aligns with Fisker’s brand promise and Ocean EV’s positioning.

  1. Competitor Assessment Plan

Step-by-Step Framework

  1. Competitor Identification: Categorize direct rivals (Tesla Model Y, Hyundai Ioniq 5, VW ID.4) and indirect substitutes (hybrid SUVs).
  2. Feature Benchmarking: Evaluate performance, range, technology, and design.
  3. Price Analysis: Map Ocean EV’s affordability relative to competitors.
  4. Customer Perception Study: Use surveys and sentiment analysis to compare brand reputation.
  5. Distribution and Service Network Review: Assess strength of charging and aftersales support.
  6. Innovation Tracking: Monitor patents, technological advancements, and software updates.
  7. Reporting Mechanism: Quarterly competitor dashboards to inform executive decision-making.

This systematic competitor assessment ensures Fisker adapts proactively to market shifts.

Conclusion

Fisker Automotive’s Ocean EV stands at the intersection of sustainability, design, and affordability, offering significant potential in the competitive EV SUV segment. By conducting a thorough environmental assessment, leveraging a data-driven SWOT analysis, setting SMART objectives, targeting the right consumer segments, and adopting a disciplined competitor monitoring framework, Fisker can solidify its market presence. The next three to five years will be critical for scaling operations, enhancing customer experience, and securing a differentiated competitive position in the evolving EV industry.

References

BloombergNEF. (2024). Electric Vehicle Outlook 2024. Bloomberg New Energy Finance.

Deloitte. (2022). 2022 Global Automotive Consumer Study. Deloitte Insights.

International Energy Agency (IEA). (2023). Global EV Outlook 2023. IEA.

McKinsey & Company. (2023). The Future of Electric Vehicles: Consumer Trends and Industry Implications.

Detailed Assessment Instructions for the Fisker Automotive Midterm Business Case Proposal

Please read the screenshot and videos attached. Proposal needs to formatted Journal of Marketing Guidelines for Citations.  In light of what you have read and viewed on the videos/postings, prepare your mid-term case paper. This is to be written like a PROPOSAL. In doing so, please simulate that you are a principal consultant for a marketing strategy company that has been hired by the Fisker senior leadership team. You will be graded on a thorough articulation addressing the following questions posed by senior leadership back to you in an email.  Note, the instructor will be looking for your understanding (both applied and academically) of marketing planning based on the lectures and assigned readings. Second, each paper must be well written and grammatically correct. Poor writing skills undermine credibility and success of landing business in the real world and in this course.  Finally, you will be assessed with the feasibility and application of your recommendations and written explanations to Fisker and the Ocean product.  If you cite external sources, use the Journal of Marketing guidelines (see Week 1 postings). This is an individual assignment. Emailed Questions from Senior Fisker Management: QUESTION 1 What is the environmental assessment? What are the factors that should be defined/researched that compose a good environmental assessment portion of a marketing plan for Fisker and Ocean. This would include a description of the external and internal environment. Provide details and examples so that we follow your approach.  Provide a step-by-step plan on how to go about conducting an environmental assessment for the company. We do not need a full-blown environmental assessment from your firm, but rather the layout and steps to take with our marketing team (the guide for them). They will prepare the work required internally.  (Note: only provide what the senior team needs.) GRADING RUBIC Student is to completely explain all external environmental factors to be considered that impact Fisker as a company involved with the launch of Ocean. A mere listing of variables is unacceptable. Provide how Fisker should research these variables. Student is to completely explain all elements that comprise the internal environment. A mere listing of variables is unacceptable. Describe how Fisker would ascertain these variables as a management team. Student should describe in detail the customer environment with specific references to the 5W’s discussed on the videos. What are the definitions of these five variables? Cite examples within the answer. Correct grammar, spelling, and citations required. Student cites specific lecture videos and textbook to support answer. QUESTION 2 Based on the information that our marketing team has provided, please provide a SWOT analysis for Ocean (and Fisker if applicable).  Cite sources and provide possible reasons as backup for your SWOT.  Our internal team provided one however we believe they “pulled items out of the air” with no justification. We need a third party that is objective. GRADING RUBIC Student would need define what a SWOT is (components of a SWOT) based on internal factors and external factors. Student provides a justification based on the case for each of the four components of the SWOT analysis. Student may want to use a 2×2 matrix to display the four variables. Correct grammar, spelling, and citations required. Student cites specific lecture videos and textbook to support answer. QUESTION 3 Please provide a 3-5 year outlook relating to goals and objectives. We realize there are differences in goals and objectives, but not sure based on an academic understanding. Please give us some G&O’s that we can discuss internally. Student would need to explain the difference between goals and objectives. Student will be required to explain SMART principle. Student should prepare goals and objectives based on the case in the proper format. Correct grammar, spelling, and citations required. Student cites specific lecture videos and textbook to support answer. QUESTION 4 Who should be our target market for Ocean and why based on your industry knowledge? Provide some back up for your recommendations that is based on objective criteria. GRADING RUBIC Student should explain what a target market is and the likely target market segment for the Ocean. Profile of the primary target market. Student should pull at least 3-5 external citations to prove or support assertions about the target market. Opinions don’t count but rather justification. Correct grammar, spelling, and citations required. Student cites specific lecture videos and textbook to support answer. QUESTION 5 Give us a plan for conducting a competitor assessment based on lectures.  What are the areas that we should consider based on your best practices?  Outline the steps so that we can have our internal team develop a competitor assessment.  (Note: Only answer what the senior team needs). Student should explain the requisite steps covered in the lecture video for conducting a competitor assessment (prescriptive steps). Correct grammar, spelling, and citations required. Student cites specific lecture videos and textbook to support answer. PLEASE READ FOLLOW INSTRUCTIONS TO RECEIVE FULL CREDIT.

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NURS FPX 6610 Patient Care Plan Paper Example

NURS FPX 6610 Assessment 2 Patient Care PlanNURS FPX 6610 Assessment 2 Patient Care Plan

NURS FPX 6610 Patient Care Plan Paper Assignment Brief

Course: NURS-FPX6610 Introduction to Care Coordination

Assignment Title: NURS FPX 6610 Assessment 2 Patient Care Plan

Assignment Overview

In this assessment, you will engage in an interactive simulation involving interviews with a patient, family members, and experienced healthcare workers. From the insights gained, you will craft a proactive and patient-centered care plan for the individual, focusing on care coordination and aligning with national care coordination initiatives.

Understanding Assignment Objectives

Your primary objective is to develop a comprehensive care plan that addresses the patient’s holistic needs while incorporating principles of care coordination. You will apply nursing assessments to identify patient needs, formulate nursing diagnoses aligned with assessment data, and devise appropriate interventions in collaboration with other healthcare professionals. Moreover, you will evaluate the outcomes of care coordination efforts and revise the care plan as necessary, ensuring adherence to professional standards and guidelines.

The Student’s Role

As a nursing student, your role in this assignment is that of a care coordinator responsible for developing and implementing a patient-centered care plan. You will leverage your understanding of patient assessments, nursing diagnoses, and evidence-based interventions to promote optimal health outcomes for the individual.

Competencies Measured

This assessment aims to evaluate your proficiency in the following course competencies:

  • Competency 1: Develop patient assessments: Assess a patient’s condition from a coordinated-care perspective and develop nursing diagnoses aligned with assessment data.
  • Competency 3: Evaluate care coordination plans and outcomes: Evaluate care coordination outcomes according to measures and standards.
  • Competency 4: Develop collaborative interventions: Determine appropriate nursing or collaborative interventions and explain the rationale for each intervention.
  • Competency 5: Communicate effectively: Write clearly and concisely, supporting main points with credible evidence and correctly formatting citations and references using APA style.

You Can Also Check Other Related Assessments for the NURS-FPX6610 Introduction to Care Coordination Course:

NURS FPX 6610 Assessment 1 Comprehensive Needs Assessment Example

NURS FPX 6610 Assessment 3 Transitional Care Plan Example

NURS FPX 6610 Assessment 4 Case Presentation Example

NURS FPX 6610 Patient Care Plan Paper Example

Patient Medical Diagnosis: Diabetes

Nursing Diagnosis: Hyperglycemia

Assessment Data:

  • Patient has a past medical history (PMH) of uncontrolled diabetes.
  • Overweight due to poor management of the disease condition.
  • Experiences frequent urination secondary to the disease process.

Goals and Outcome:

  • Lower the patient’s BMP blood sugar to 110 mg/dL or less over the next few weeks.
  • Reduce chances of additional health complications and emphasize self-care needs.

Nursing Interventions:

  • Monitor and control blood sugar.
  • Identify factors causing glucose instability.
  • Collaborate with a dietitian to create a diabetic diet.

Rationale:

  • Frequent monitoring and controlling blood sugar facilitate better control of diabetes.
  • A diabetic diet with the help of a dietitian maximizes nutritional intake, manages diabetes, and reduces the risk for cardiovascular illnesses (Sami et al., 2017).
  • Identifying and addressing factors contributing to glucose instability aids in controlling blood sugar levels.

Outcome Evaluation and Re-planning:

The goals and outcomes were partially met. Incorporating additional nutritional needs due to the patient’s cancer diagnosis is essential for a more comprehensive care plan.

Nursing Diagnosis: Obesity

Assessment Data:

  • Patient presents with hypercholesterolemia.
  • Experiences pain and shortness of breath on inspiration due to strain on the body secondary to weight.
  • Ineffective management of blood pressure secondary to the disease process.

Goals and Outcome:

  • Get the patient to lose some weight (at least 2 pounds per week) through healthy eating and exercising.
  • Maintain the patient’s blood pressure below 120/80 mmHg.
  • Reduce shortness of breath and fatigue.
  • Increase oxygen saturation to 95%.

Nursing Interventions:

  • Educate and engage family members in the patient’s diet formulation.
  • Monitor body weight for weight loss every other week.
  • Consult with a dietitian on the patient’s caloric and nutritional needs.
  • Encourage light exercise to promote good cardiovascular health.
  • Educate patient and family on the need for a low salt diet for blood pressure management.

Rationale:

  • The patient’s diet should contain the right nutrients to manage her health condition and meet her nutritional needs (Ridder et al., 2017).
  • Periodic weight monitoring allows for tracking of the patient’s condition and facilitates necessary adjustments.
  • Consulting with a dietitian helps achieve more effective results in weight management (Bleich et al., 2015).

Outcome Evaluation and Re-planning:

While the interventions helped the patient lose weight and feel better, considering her cancer diagnosis and need for a high-protein diet, increasing physical exercises may aid in weight management in the future.

Nursing Diagnosis: Pain-related Anxiety

Assessment Data:

  • Patient exhibits low pain tolerance.
  • Verbalizes anxiety and fear.
  • PMH of being on and off anti-anxiety medication.

Goals and Outcome:

  • Demonstrate minimal to no psychological symptoms of anxiety.
  • Identify and overcome distinct stressors that cause or heighten anxiety levels.

Nursing Interventions:

  • Discuss pain management options with the patient.
  • Explore alternative anxiety management and coping strategies such as aromatherapy.
  • Identify and encourage positive reinforcement, including positive self-talk.

Rationale:

  • Patient education helps comprehend the situation and increases confidence (Paterick et al., 2017).
  • Alternative anxiety management strategies help reduce anxiety without medication-associated side effects (Curtiss et al., 2021).
  • Positive reinforcement and self-talk aid in reducing anxiety by focusing on changing thoughts (Curtiss et al., 2021).

Outcome Evaluation and Re-planning:

The interventions significantly reduced the patient’s anxiety. In future care plans, involving family members and addressing additional factors contributing to anxiety in the clinical and home environment may enhance effectiveness.

Nursing Diagnosis: Compromised Family Coping

Assessment Data:

  • Ineffective family coping due to avoidance of the needs of a sick family member.
  • Caregiver role strain due to poor understanding of the role and lack of effective communication.
  • Denial of the severity of disease-related complications and risk of death.

Goals and Outcome:

  • Obtain as much support as possible from family members.
  • Encourage family members to express their feelings and assist the patient in managing her diabetes.
  • Ensure family members can identify signs and symptoms of diabetes and intervene accordingly.

Nursing Interventions:

  • Offer valuable feedback and constantly engage family members.
  • Identify available resources and support systems.
  • Educate and involve family members in the treatment plan.

Rationale:

  • Offering valuable feedback motivates family members to care for the patient.
  • Community resources and support systems help families interact with others for emotional support (Whitehead et al., 2017).
  • Family members understanding the condition aids in effective support and medication administration (Jazieh et al., 2018).

Outcome Evaluation and Re-planning:

While these interventions increased family involvement, further focus on specific disease-related measures and addressing the lack of support from family members, especially Mr. Snyder, would enhance the effectiveness of the care plan.

References

Bleich, S. N., Bandara, S., Bennett, W. L., A., C. L., & Gudzune, K. A. (2015). Enhancing the role of nutrition professionals in weight management: A cross-sectional survey. Obesity, 23(2), 454-460.

Curtiss, J. E., Levine, D. S., Ander, I., & Baker, A. W. (2021). Cognitive-Behavioral Treatments for Anxiety and Stress-Related Disorders. Focus, 19(2), 184-189.

Jazieh, A. R., Volker, S., & Taher, S. (2018). Involving the Family in Patient Care: A Culturally Tailored Communication Model. Global Journal on Quality and Safety in Healthcare, 1(2), 33–37.

Paterick, T. E., Patel, N., Tajik, A., & Chandrasekaran, K. (2017). Improving health outcomes through patient education and partnerships with patients. Baylor University Medical Center Proceedings, 30(1), 112–113.

Ridder, D. d., Kroese, F., Evers, C., Adriaanse, M., & Gillebaart, M. (2017). Healthy diet: Health impact, prevalence, correlates, and interventions. Psychology & Health, 32(8), 907-941.

Sami, W., Ansari, T., Butt, N., & Hamid, M. (2017). Effect of diet on type 2 diabetes mellitus: A review. International Journal of Health Sciences, 65-71.

Whitehead, L., Jacob, E., Towell, A., Abu-Qamar, M., & Cole-Heath, A. (2017). The role of the family in supporting the self-management of chronic conditions: A qualitative systematic review. Journal of Clinical Nursing, 27(1-2), 22-30.

Detailed Assessment Instructions for the NURS FPX 6610 Patient Care Plan Paper Assignment

Description

Assessment 2 Instructions: Patient Care Plan Paper Assignment

  • Complete an interactive simulation that includes interviews of a patient, family members, and experienced health care workers. Then, develop a care coordination strategy and a care plan for the patient based on the information gathered from the interviews.
    Note: Each assessment in this course builds on your work from the preceding assessment; therefore, complete the assessments in the order in which they are presented.
    Whether designing care plans directed by patients’ needs and preferences, educating patients and their families at discharge, or doing their best to facilitate continuity of care for patients across settings and among providers, registered nurses use accredited health care standards to realize coordinated care. This assessment provides an opportunity for you to explore health care standards with respect to the quality of care, investigate opportunities and challenges in care coordination, and develop a proactive, patient-centered care plan.
    The National Strategy for Quality Improvement in Health Care (2011) focuses on improving patient care, maximizing health resources, and reducing preventable hospital readmissions. Care coordinators reduce readmissions of those suffering from chronic conditions (such as congestive heart failure, pneumonia, asthma, and diabetes) and are responsible for providing quality care in a fiscally responsible manner. While this may seem a reasonable task, shifting the way we use health care resources can be a challenge. Consequently, you must be cognizant of effective strategies for reducing preventable readmissions and understand the barriers that nurses face when coordinating care for patients with chronic illnesses.
    By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria:

    • Competency 1: Develop patient assessments.
      • Assess a patient’s condition from a coordinated-care perspective.
      • Develop nursing diagnoses that align with patient assessment data.
    • Competency 3: Evaluate care coordination plans and outcomes according to performance measures and professional standards.
      • Evaluate care coordination outcomes according to measures and standards.
    • Competency 4: Develop collaborative interventions that address the needs of diverse populations and varied settings.
      • Determine appropriate nursing or collaborative interventions.
      • Explain why each intervention is indicated or therapeutic.
    • Competency 5: Communicate effectively with diverse audiences, in an appropriate form and style, consistent with applicable organizational, professional, and scholarly standards.
      • Write clearly and concisely, using correct grammar and mechanics.    
      • Support main points, claims, and conclusions with credible evidence, correctly formatting citations and references using APA style.
    • Reference
      Agency for Healthcare Research and Quality. (2011). 2011 report to Congress: National strategy for quality improvement in health care. Retrieved from https://www.ahrq.gov/workingforquality/reports/2011-annual-report.html
      Competency Map
      CHECK YOUR PROGRESSUse this online tool to track your performance and progress through your course.
  • Toggle DrawerResources
  • Asssessment InstructionsNote: Complete the assessments in this course in the order in which they are presented.
    Preparation
    To prepare for this assessment, complete the following simulation:

    • Vila Health: Care Coordination Scenario I.
    • In this simulation, you will obtain the information needed to develop a care coordination strategy for Mrs. Snyder and her family. You may use an intervention developed as part of your first assessment. Locate applicable current standards and benchmarks as you determine the best way to develop this strategy.
      Note: Remember that you can submit all or a portion of your draft to Smarthinking for feedback before you submit the final version of this assessment. If you plan on using this free service, be mindful of the turnaround time of 24–48 hours for receiving feedback.
      Requirements
      Develop a proactive, patient-centered care plan for the patient, using the information gained from your simulated interviews. Focus on care coordination and national care coordination initiatives.
      Care Plan Format
      Use the Patient Care Plan Template [DOCX] provided.
      Supporting Evidence
      Cite 3–5 sources of scholarly or professional evidence to support your plan.
      Developing the Care Plan
      The requirements outlined below correspond to the grading criteria in the scoring guide. Be sure that your care plan addresses each point, at a minimum. Read the Patient Care Plan Scoring Guide to better understand how each criterion will be assessed.
    • Assess a patient’s condition from a coordinated-care perspective.
      • Consider the full scope of the patient’s needs.
      • Include 3–5 pieces of data (subjective, objective, or a combination) that led to a nursing diagnosis.
    • Develop nursing diagnoses that align with patient assessment data.
      • Write two goal statements for each diagnosis.
      • Ensure goals are patient- and family-focused, measurable, attainable, reasonable, and time-specific.
      • Consider the psychosociocultural aspect of care.
    • Determine appropriate nursing or collaborative interventions.
      • List at least three nursing or collaborative interventions.
      • Provide the rationale for each goal or outcome.
    • Explain why each intervention is indicated or therapeutic.
      • Cite applicable references that support each intervention.
    • Evaluate care coordination outcomes according to measures and standards.
      • Indicate if the goals were met. If they were not met, explain why.
      • Describe how you would revise the plan of care based on the patient’s response to the current plan.
      • Support conclusions with outcome measures and professional standards.
    • Write clearly and concisely, using correct grammar and mechanics.
      • Express your main points and conclusions coherently.
      • Proofread your writing to minimize errors that could distract readers and make it difficult to focus on the substance of your plan.
    • Support main points, claims, and conclusions with credible evidence, correctly formatting citations and references using APA style.

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The U.S. Healthcare Evolution Paper Example

The U.S. Healthcare Evolution Paper ExampleThe U.S. Healthcare Evolution Paper Assignment Brief

Assignment Instructions Overview

This assignment requires students to critically analyze the historical development of the U.S. healthcare system, the major challenges it currently faces, and potential reforms being considered. Using assigned readings, video resources, and independent research, students will produce a detailed research paper that demonstrates both historical awareness and contemporary evaluation of healthcare policy. The paper must be written in formal academic style, use APA 7th edition formatting, and include proper in-text citations and references.

Understanding Assignment Objectives

The primary objective of this assignment is to deepen understanding of how legislation and policy decisions have shaped healthcare delivery in the United States. Students will evaluate the significance of key reforms, identify pressing issues confronting the system, assess sustainability, and critically review proposed solutions. The task encourages students to connect historical context with modern challenges, showing how past decisions continue to shape current realities and influence future reforms.

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The Student’s Role

Students are expected to engage with course materials, integrate external scholarly sources, and present a balanced, evidence-based perspective. The role involves summarizing key legislative milestones, selecting and justifying the most critical challenges in today’s system, analyzing sustainability, and evaluating reform discussions. Students must demonstrate analytical thinking, structured writing, and the ability to link historical insights with policy implications.

Competencies Measured

This assignment assesses several core competencies, including:

  • Historical and Policy Awareness: Understanding the evolution of healthcare legislation and its long-term impact.
  • Critical Analysis: Identifying and justifying challenges in the healthcare system with well-supported arguments.
  • Research and Evidence Integration: Using credible, up-to-date sources to support claims.
  • Written Communication: Producing a structured, well-organized, and academically formatted paper in APA 7th edition.
  • Problem-Solving Orientation: Evaluating current solutions and demonstrating reasoned judgment on their merit.

The U.S. Healthcare Evolution Paper Example

The Evolution of U.S. Healthcare: Legislative Foundations, Present Challenges, and Future Pathways

Introduction

The healthcare system in the United States is one of the most complex in the world. It reflects a mixture of public and private financing, market-driven policies, and political negotiations that continue to shape its direction. Although the system is recognized for its medical innovations, advanced technologies, and globally renowned institutions, it remains plagued by high costs, unequal access, and fragmented structures. These challenges make it difficult for the system to deliver equitable and efficient care to all citizens.

Understanding the present situation requires examining the historical forces that shaped the system, especially major pieces of legislation that introduced new models of care, expanded access, and set the stage for contemporary debates. Examining these milestones highlights how the current healthcare system developed and why many of its persistent problems remain unresolved.

This paper reviews the historical evolution of U.S. healthcare by focusing on key legislative actions that continue to influence health policy. It also examines three major challenges facing the system today—cost, inequities in access, and administrative complexity—while considering their broader impact on society. The analysis then turns to the sustainability of the system, both financially and socially, before assessing current reform proposals. Together, these perspectives provide a comprehensive understanding of the evolution of U.S. healthcare, its limitations, and the possible reforms needed for future stability.

Key Legislative Actions Shaping U.S. Healthcare

The development of the healthcare system in the United States cannot be separated from the role of legislation. Several acts fundamentally transformed healthcare delivery and financing, creating the foundation on which current policies stand. Among the most influential are the Social Security Act of 1935, the Medicare and Medicaid Act of 1965, and the Affordable Care Act of 2010. Each of these laws responded to pressing social needs, reshaped federal and state responsibilities, and influenced debates about the role of government in healthcare.

The Social Security Act of 1935

The Social Security Act of 1935 was a turning point in the federal government’s involvement in social welfare. While the Act did not directly create health insurance programs, it introduced provisions for public health funding, maternal and child health programs, and support for people with disabilities (Griffin, n.d.). These provisions laid the groundwork for future healthcare reforms by establishing the principle of federal responsibility for vulnerable populations.

The Act also created mechanisms for distributing funds to states, reinforcing a federal-state partnership model that remains central to healthcare policy. This framework influenced later programs such as Medicaid, which relies heavily on state-level administration supported by federal funding. Thus, the Social Security Act can be viewed as the foundation upon which later, more comprehensive healthcare programs were built.

The Medicare and Medicaid Act of 1965

The passage of Medicare and Medicaid in 1965 marked the first direct federal involvement in providing health insurance coverage. Signed into law by President Lyndon B. Johnson, these programs fundamentally reshaped healthcare delivery in the United States. Medicare provided health insurance for people aged 65 and older, regardless of income or medical history, while Medicaid offered assistance to low-income individuals and families (Medicareresources.org, n.d.).

These programs were transformative. Medicare immediately extended coverage to millions of older adults, a population that previously faced significant barriers to private insurance. Medicaid, meanwhile, created a safety net for vulnerable groups, including children, pregnant women, and people with disabilities. Both programs established healthcare as a right for specific groups, setting a precedent for the federal government’s role in guaranteeing access to medical services.

According to The Story of Medicare: A Timeline (2015), the enactment of these programs also stimulated growth in hospitals and expanded medical services nationwide. However, they also entrenched the fee-for-service payment model, which encouraged volume over value and contributed to rising costs in subsequent decades. Nonetheless, Medicare and Medicaid remain central to the U.S. healthcare system, covering more than 100 million people today.

The Affordable Care Act of 2010

The Affordable Care Act (ACA), signed into law in 2010, represented the most significant healthcare reform since the 1960s. The ACA aimed to reduce the number of uninsured Americans, regulate insurance markets, and control costs (Patel & Rushefsky, 2019). Its most notable features included the expansion of Medicaid eligibility, the creation of health insurance exchanges, subsidies to help individuals purchase coverage, and the prohibition of insurance denials based on pre-existing conditions.

The ACA also introduced reforms intended to improve quality and efficiency, such as accountable care organizations (ACOs) and value-based purchasing models. These initiatives sought to shift incentives away from the traditional fee-for-service approach and toward improved patient outcomes (Strata Decision Technology, 2018).

Although the ACA significantly reduced the uninsured rate, particularly in states that expanded Medicaid, it faced political opposition and legal challenges that limited its reach. Despite these challenges, the law remains a critical component of the current healthcare system and continues to influence ongoing policy debates.

Summary of Legislative Impact

Together, the Social Security Act, Medicare and Medicaid, and the ACA represent milestones in the evolution of healthcare policy. Each built upon earlier structures to expand access and strengthen federal involvement. At the same time, each introduced new complexities, such as reliance on public-private partnerships and the persistence of fee-for-service incentives. These laws continue to shape today’s healthcare landscape, providing both achievements to build upon and structural challenges to resolve.

Major Challenges in the Current U.S. Healthcare System

Despite the progress brought by landmark legislation, the U.S. healthcare system continues to face significant obstacles. Among the most pressing challenges are high costs, inequities in access and outcomes, and administrative complexity. These issues reflect both systemic inefficiencies and deeper social inequities, raising concerns about the system’s ability to deliver equitable and sustainable care.

  1. Escalating Healthcare Costs

Healthcare in the United States is more expensive than in any other high-income nation. National healthcare expenditures reached 18.3% of GDP in 2021, with projections indicating continued growth above inflation and wage levels (Centers for Medicare & Medicaid Services [CMS], 2022). High costs burden federal and state budgets, employers, and households alike.

Several factors contribute to these costs, including high prices for medical services, prescription drugs, and hospital care. The fee-for-service payment model incentivizes the delivery of more services rather than better outcomes (Strata Decision Technology, 2018). Administrative overhead also inflates spending, with an estimated 25% of healthcare expenditures going to administrative functions (Pozen & Cutler, 2010).

The result is a system where high spending does not translate into better outcomes. In many cases, Americans face worse population health indicators—such as life expectancy and infant mortality—compared to other developed countries (Kolasa, 2023). This discrepancy highlights the inefficiency of the current spending model.

  1. Inequities in Access and Outcomes

Another major challenge is the persistence of disparities in access to healthcare. Despite expansions under the ACA, millions remain uninsured or underinsured. Ethnic minorities, low-income populations, and rural communities are disproportionately affected (Ghali, 2018). These inequities are reflected in higher rates of chronic disease, maternal mortality, and reduced life expectancy for marginalized groups.

The roots of these disparities extend beyond the healthcare system itself. Social determinants of health—such as income, education, housing, and employment—play a critical role in shaping health outcomes (Griffin, n.d.). Yet, as Dr. Bill Ghali (2018) argues, the U.S. healthcare system continues to focus narrowly on treating medical conditions rather than addressing the social and economic factors that produce illness.

These inequities not only affect individuals but also create broader public health challenges. Communities with limited access to preventive care experience higher rates of emergency department use and hospitalizations, which in turn increase overall system costs. Addressing inequities is therefore both a moral and economic imperative.

  1. Administrative Complexity and Fragmentation

The fragmented structure of the U.S. healthcare system presents another serious challenge. Unlike many countries with unified systems, the United States relies on a patchwork of private insurers, government programs, and employer-based coverage. Each payer has its own rules, coverage restrictions, and billing procedures, creating complexity for both patients and providers (Fischer, 2018).

Administrative costs consume a disproportionate share of healthcare spending, diverting resources away from patient care. For providers, navigating multiple insurance requirements contributes to burnout and reduces time spent with patients (Strata Decision Technology, 2018). For patients, the complexity often results in confusion about coverage, surprise medical bills, and delays in receiving care.

Fragmentation also undermines coordination of care. Patients with chronic conditions may see multiple specialists across different systems, with limited communication among providers. This lack of integration contributes to medical errors, duplicative testing, and poor patient experiences.

Summary of Challenges

The high cost of care, inequities in access, and administrative fragmentation represent some of the most significant obstacles facing the U.S. healthcare system. These challenges are interconnected: inequities increase reliance on costly emergency care, high costs exacerbate inequities, and administrative inefficiencies inflate overall spending. Together, they highlight the urgent need for systemic reform.

Sustainability of the U.S. Healthcare System

The sustainability of the U.S. healthcare system depends on both financial and social considerations. On financial grounds, current spending trends are unsustainable. Healthcare consumes nearly one-fifth of the national economy, placing strain on government budgets, businesses, and households (CMS, 2022). Without effective cost-control measures, the system risks becoming an even greater economic burden.

Social sustainability is also in question. A system that leaves millions without adequate access and perpetuates inequities cannot maintain long-term public trust or legitimacy. Dr. Bill Ghali (2018) argues that the U.S. healthcare system is in a constant state of crisis precisely because it fails to address the underlying social causes of poor health. These include poverty, housing insecurity, and lack of education, all of which contribute to cycles of illness and increased demand for costly acute care.

Moreover, structural inefficiencies such as fee-for-service incentives and fragmented care delivery compromise sustainability by encouraging overuse of services and reducing quality. The result is a system that is reactive rather than preventive, costly rather than efficient, and inequitable rather than inclusive. Unless these systemic flaws are addressed, the U.S. healthcare system cannot remain sustainable in the long term.

Current Solutions and Reform Discussions

Recognizing these challenges, policymakers, scholars, and healthcare leaders have proposed a range of reforms. Among the most prominent are single-payer healthcare, value-based care models, and expanded universal coverage through mixed public-private systems. Each approach offers potential solutions but also raises practical and political questions.

Single-Payer Healthcare

A single-payer system, modeled after systems in countries such as Canada, would replace private insurers with a government-run program covering all residents. Proponents argue that this would reduce administrative overhead, eliminate coverage gaps, and ensure equity (Ungar-Sargon, 2024). It would also strengthen the government’s bargaining power to control prices for services and medications.

Critics, however, caution that single-payer reforms would require significant tax increases and could disrupt existing insurance arrangements. Concerns also include the potential for longer wait times and reduced provider reimbursement (Fischer, 2018). Despite these challenges, single-payer proposals remain a central part of the policy debate because they directly address both cost and equity concerns.

Value-Based Care

Value-based care is another reform strategy that seeks to improve sustainability by changing provider incentives. Instead of paying for the quantity of services delivered, providers are rewarded for improving patient outcomes. Models such as accountable care organizations have shown potential in reducing costs while maintaining quality (Patel & Rushefsky, 2019).

Value-based care also encourages coordination across providers and greater focus on prevention, particularly for chronic diseases. However, implementation has been uneven across the country. Success requires robust data systems, standardized quality metrics, and strong collaboration between payers and providers (Strata Decision Technology, 2018). Without these supports, value-based care may fail to deliver its intended benefits.

Universal Coverage through Mixed Systems

A third reform option involves expanding coverage through a public-private partnership model rather than moving to a single-payer system. The ACA demonstrated how federal subsidies and insurance exchanges can increase coverage while maintaining private insurer participation. Proposals to expand this model include a “public option” that would allow individuals to buy into a government-run plan alongside private insurance (Patel & Rushefsky, 2019).

This approach may be more politically feasible than a single-payer system because it preserves choice while gradually expanding coverage. However, its effectiveness depends on the affordability of the public option and the willingness of states to participate in expanded Medicaid programs.

Evaluation of Solutions

Each proposed solution offers advantages and challenges. Single-payer reform directly addresses cost and access but faces significant political and financial hurdles. Value-based care improves efficiency but requires long-term investment in data and infrastructure. Expanded mixed systems balance public and private roles but may fail to achieve universal coverage.

Ultimately, the most effective path forward may involve combining elements of these approaches: expanding coverage through public options, controlling costs through value-based reforms, and investing in social determinants of health to reduce long-term demand.

Conclusion

The evolution of U.S. healthcare reflects a long history of incremental reforms, driven by landmark legislation such as the Social Security Act, Medicare and Medicaid, and the Affordable Care Act. These laws expanded access and entrenched federal involvement but also contributed to systemic complexities that remain today.

The current system faces three major challenges: escalating costs, inequities in access and outcomes, and administrative complexity. These issues compromise both financial and social sustainability, raising questions about the future viability of the system.

Proposed reforms—including single-payer healthcare, value-based care, and expanded universal coverage—offer pathways to improvement but require careful balancing of political feasibility, economic sustainability, and social equity. Addressing the broader social determinants of health is also essential to creating a truly sustainable system.

The U.S. healthcare system stands at a crossroads. Without bold reforms, it risks becoming increasingly costly, inequitable, and unstable. With thoughtful policy choices that prioritize equity, efficiency, and long-term sustainability, it has the potential to evolve into a system that not only treats illness but also promotes health and well-being for all citizens.

References

Centers for Medicare & Medicaid Services. (2022). National health expenditure data: Historical. https://www.cms.gov/research-statistics-data-and-systems/statistics-trends-and-reports/nationalhealthexpenddata

Fischer, M. (2018). Decoding sustainability in the healthcare system: Teaching students how to problematize complex concepts. Journal on Innovation and Sustainability. RISUS ISSN 2179-3565, 9(3), 149–159. https://doi.org/10.24212/2179-3565.2018v9i3p149-159

Ghali, B. (2018, February 1). Why is our healthcare system always in crisis? [Video]. YouTube. https://www.youtube.com/watch?v=EOZ5NODNFbA

Griffin, J. (n.d.). The history of medicine and organized healthcare in America. U.S. Career Institute. https://www.uscareerinstitute.edu/blog/the-history-of-medicine-and-organized-healthcare-in-america

Kolasa, K. (2023). The birth of the healthcare system. In The digital transformation of the healthcare system (pp. 1–8). Routledge. https://doi.org/10.4324/b23291-1

Medicareresources.org. (n.d.). A brief history of Medicare in America. https://www.medicareresources.org/basic-medicare-information/a-brief-history-of-medicare-in-america/

National Committee to Preserve Social Security and Medicare. (2015). The story of Medicare: A timeline. https://www.ncpssm.org/documents/medicare-documents/story-of-medicare-timeline/

Patel, K., & Rushefsky, M. (2019). Challenges facing the American healthcare system. In Healthcare politics and policy in America (pp. 407–450). Routledge. https://doi.org/10.4324/9780429397875-10

Pozen, A., & Cutler, D. M. (2010). Medical spending differences in the United States and Canada: The role of prices, procedures, and administrative expenses. INQUIRY: The Journal of Health Care Organization, Provision, and Financing, 47(2), 124–134. https://doi.org/10.5034/inquiryjrnl_47.02.124

Strata Decision Technology. (2018). The story of healthcare. https://www.stratadecision.com/resources/the-story-of-healthcare/

Ungar-Sargon, J. (2024). Healthcare reforms within and without. American Journal of Medical and Clinical Sciences, 9(5). https://doi.org/10.33425/2832-4226/24018

Detailed Assessment Instructions for the U.S. Healthcare Evolution Paper Assignment

Research Paper details                

Based on the following articles and youtube videos…A brief history of Medicare in America | medicareresources.org, The History of Medicine and Organized Healthcare in America by Jeff Griffin, Why is our healthcare system always in crisis? by Dr. Bill Ghali on youtube, The Story of Medicare: A timeline 2015, and The strata decision: the story of healthcare. After reviewing all of the material provided this week and using your own research, write a detailed research paper summarizing the following, from your perspective. 1. What key legislative actions from history have most significantly impacted the healthcare system in the United States and have the greatest influence over our system today? 2. From your perspective, what are the most significant challenges pick 3 to 5 that we face as a society with our healthcare system, in its current state?  Why did you select each? 3. From your perspective, is our health care system sustainable?  why/why not? And 4. What are some of the solutions for improving our healthcare system that are currently being discussed?   Do you feel that any of those have merit?  Why/why not? PLEASE ANSWER EVERTHING CONCISE BUT DETAILED WITH APA FORMAT AS THIS IS A FINAL RESEARCH PAPER WHICH CARRIES A LOT OF WEIGHT. USE SOURCES AS NEEDED.

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