Assessment of Organizational Change

R#2: Due Date: Session 5 (6 pm ET)Purpose:This assignment can be completed individually or in teams. Each team or individual will work with an actual organization and evaluate the effectiveness of its change efforts. For that, you will develop a description of the organization that you will use for your case study throughout the semester. It could be your employer or any organization that you and your team members have permission to access. The timeline of the change effort in the organization you select to work with may differ from the deadlines/timelines of this course. That is acceptable and any limitations that arise as a result should be addressed as part of your ongoing assignments.It is critical for you to identify a case study organization that is willing to work with you. For that, please explain them the nature of this project and make sure that the organization will benefit from it. This paper will be included in your R4 paper.ORGANIZATION:In your document, you should include the following 8 sections spending 10 pages (excluding a title page, abstract, and references):1. Overview of the Organization (no more than 1 page)Organization’s name (please disguise it for confidentiality)The location (could be a state) and industry of the organizationThe mission, values, and product(s) of the organizationA summary of the organizational chart along with the number of employees2. Change Event/Effort for EvaluationWhat is the context in which the change or planned change is occurring?Describe the change that is happening. Why is this change happening?How long has it been since the change or planned change started?3. Change Theory/RationaleWhat is the rationale or theory of change for the change?Include a diagram of the change, illustrating how the change will achieve its intended goals.4. Purpose of the EvaluationWhat is the purpose of this evaluation?What are the key evaluation research questions?How will findings from this evaluation be used?How does this evaluation fit with the overall strategic goals of the organization?5. Key StakeholdersWho are the key stakeholders (individuals and groups) of the planned change? Who are the target audiences?What stakeholders (individuals and groups) have an interest in the findings of this evaluation? Why?What perspective of the evaluation are they most interested in? Why? (For example, are they interested in the evaluation from a cost angle, effectiveness of the change, etc.?What contextual or cultural factors may affect its implementation or effectiveness?6. Roles and Responsibilities of Team MembersWhat are roles and responsibilities that are assigned to each of the team members?What activities are expected to be undertaken by the team members?What are the strengths of the team members?7. Reflection (What you learned and felt while completing this assignment)8. Next steps (What are the next steps that the team will take?)EVALUATION:Rubric for evaluating this assignment is as follows:Communication: How clear and coherent were you in raising main points? Did you write clearly using Standard English free of errors in grammar or syntax?Organization: Did you follow the suggested outline without deviating from it?Content/Substance: Did you include all the relevant information that was needed to develop an interesting and well-informed assignment?Critical Thinking/Reflection: Did you just describe information, or go further to exhibit critical thinking skills (i.e., synthesize multiple ideas, evaluate the merits of ideas, and recommend sound and supportable actions derived from research and analysis)?Click on the link above to submit the assignment.
R3: Designing Evaluation (20%)Due Date:Monday, Session 8 (6 pm EST) – presentation recording posted in Discussion Board 8.Monday, Session 9 (6 pm) – paper, peer evaluationPurpose:This assignment can be completed individual or in pairs. Each team, or individual, will continue to work with the organization identified for a case study and develop an evaluation plan to assess the impact of the chosen change initiative. You are expected to incorporate lessons learned from course contents as well as negotiate the plan with the case study organization for a smooth implementation. R4 should be completed based on this assignment.PRESENTATION (Week 8):Prepare and record a 7-min overview of your paper covering the key insights in each section below.Post your recording in Discussion Board 8.ORGANIZATION:In your document, you should include the following 12 sections spending up to 12 pages excluding a title page, abstract, references, and appendix:1. Overview of the Organization (2-3 paragraphs)Organization’s name (please disguise it for confidentiality)The location (could be a state) and industry of the organizationThe mission, values, and product(s) of the organizationA summary of the organizational chart along with the number of employees2. Change Event/Effort for EvaluationWhat is the context in which the change or planned change is occurring?Describe the change that is happening. Why is this change happening?How long has it been since the change or planned change started?Who is the target audience of the planned change?What contextual or cultural factors may affect the implementation or effectiveness of the change?3. Change Theory/RationaleWhat is the rationale for the change?Include a diagram of the change, illustrating how the change will achieve its intended goals.4. Purpose of the EvaluationWhat is the purpose of this evaluation?What is/are the evaluation research question(s)?How will the evaluation findings be used?How does this evaluation “fit” with the overall strategic goals of the organization?5. Key StakeholdersWho are the stakeholder groups for this evaluation and why?What perspective of the evaluation are they most interested in? Why? For example, are they interested in the evaluation from a cost angle, effectiveness of the change?How will the stakeholders be involved in the implementation of the evaluation?What factors impact stakeholders’ involvement?6. Evaluation DesignWhat are the intended outcomes of the change (short-term, intermediate, or long-term)?What is the design for this evaluation (e.g., formative, summative, process, outcome, impact, non-experimental, experimental, quasi experimental)?What is the rationale for using this design?How will this design be useful in capturing the intended outcomes of the change?7. Data CollectionWho/what are your data source(s)?Do you plan to collect new data to answer the evaluation questions or use existing data within the organization?Can you use data from the performance measurement system? If yes, in what ways?How will you determine the quality and utility of existing data?What methods will you use to collect new data?What is your sampling strategy and how will you select your sample?How will you identify or create your data collection instruments?How will you test data collection instruments for readability, reliability, validity, and cultural appropriateness?8. Data ManagementWhat activities are needed to carry out the data collection successfully?When will each of these activities be completed?How will you ensure the data security?9. Data Analysis and InterpretationWhat data will be analyzed, how, and when?Who is responsible for conducting the analyses?How will you engage stakeholders in confirming analysis results and interpreting them?What method(s) will you use to analyze your data (e.g., descriptive statistics, inferential statistics, qualitative analysis, such as content or thematic analysis)?10. Team Action Plan (table)Who is responsible for each of the activities required to conduct the evaluation?Who will oversee the conduct of the evaluation to assure appropriate implementation?Table of evaluation activities, timeline and assigned team member.11. Reflection: What you learned while completing this assignment.12. References13. Appendix: Data Collection InstrumentsInclude all data collection instrumentsYou will also present this evaluation plan in class and receive feedback from peers and the instructor.EVALUATION:Rubric for evaluating this assignment is as follows:Communication: How clear and coherent were you in raising main points? Did you write clearly using Standard English free of errors in grammar or syntax?Research: Did you explore all possible data collection methods for this evaluation project? Did you correctly cite relevant (and a combination of) scholarly and practice-based research? Did you reference others’ work appropriately?Content/Substance: Did you include all the relevant information that was needed to develop an interesting and well-informed report?Critical Thinking/Reflection: Did you just describe information, or go further to exhibit critical thinking skills (i.e., synthesize multiple ideas, evaluate the merits of ideas and recommend sound and supportable actions derived from research and analysis)?R4: Final Evaluation Report – Presentation and Written Paper (30%)Due dates:Session 13 (7-10 min presentation)Session 14 (paper, peer evaluation)Purpose:This assignment can be completed individually or in pairs. The purpose of this project is to give you an opportunity to implement your evaluation plan, analyze data, and report the results. By sharing the process and results of the evaluation, the class will be exposed to real-world cases accompanied by critical reflections. Please follow your evaluation plan. If a change is necessary, please check with the instructor before changing your plan.ORGANIZATION:In your document, please include 13 sections below and all necessary information from R2 and R3 and add your analysis results and discussions spending up to 25 pages excluding a title page, abstract, references, and appendix:1. Overview about the Organization (2-3 paragraphs)Organization’s name (please disguise it for confidentiality)The location (could be a state) and industry of the organizationThe mission, values, and product(s) of the organizationA summary of the organizational chart along with the number of employees2. Change Effort for EvaluationWhat is the context in which the change or planned change is occurring?Describe the change that is happening. Why is this change happening?How long has it been since the change or planned change started?Who is the target audience of the planned change?What contextual or cultural factors may affect the implementation or effectiveness of the change?3. Change Theory/RationaleWhat is the rationale for the change?Include a diagram of the change, illustrating how the change will achieve its intended goals.4. Purpose of the EvaluationWhat is the purpose of this evaluation?What is/are the evaluation research question(s)?How will the evaluation findings be used?How does this evaluation “fit” with the overall strategic goals of the organization?5. Key StakeholdersWho are the stakeholder groups for this evaluation and why?What perspective of the evaluation are they most interested in? Why? For example, are they interested in the evaluation from a cost angle, effectiveness of the change?How were stakeholders involved in the evaluation implementation?What factors impact stakeholders’ involvement?6. Evaluation DesignWhat are the intended outcomes of the change (short-term, intermediate, or long-term)?What is the design for this evaluation (e.g., formative, summative, process, outcome, impact, non-experimental, experimental, quasi experimental)?What is the rationale for using this design?How will this design be useful in capturing the intended outcomes of the change?7. Data CollectionDescribe what data was collected to address the research question(s).Describe the data collection tools that you used.Describe when, where, and how data was collected for your evaluation. Include your sampling strategies, data collection instruments, and testing data collection instruments for readability, reliability, validity, and cultural appropriateness).8. Data Analysis & ResultsDescribe how you analyzed the evaluation dataSummarize the key findings of the evaluation.9. Discussion of FindingsDiscuss your findings as they relate to the purpose of the change, evaluation, and research question(s). Engage critical thinking and reflection, synthesizing the multiple ideas and connecting the findings to the broader purpose and understanding of the change.10. Recommendations & LimitationsPresent and discuss recommendations for action based on your findings.Discuss limitations of the evaluation, including anything that might have impacted or influenced the interpretation of the findings. Limitations help us understand the context of the evaluation and its potential impact.11. Reflection: What you learned while completing this assignment.12. References13. Appendix or Appendices: Data Collection Instruments (include all data collection instruments)