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OL 665 Final Project Guidelines and Rubric

Overview
Not-for-profit organizations represent a significant hiring pool for new graduates in the United States. Not-for-profit organizations are identified by the absence
of a monetary profit goal. Typically, the not-for-profit organization’s existence is based on a desire to provide a public benefit. Not-for-profit organizations exist
across industries and are present in education, healthcare, development, and environmental agencies. Examples of not-for-profit organizations include Doctors
without Borders, the American Red Cross, Teach for America, and the World Food Program.

Not-for-profit organizations require leaders who can manage them as businesses while understanding the needs of the communities they serve. For this project,
you will conduct a strategic analysis of a not-for-profit organization of your choice; in so doing, you will develop the critical skills necessary for leadership and
management careers within the not-for-profit business sector. To conduct your analysis, you will identify key financial considerations, explore unique public
relations considerations, and consider issues of sustainability within organizations with a not-for-profit designation. This project will increase your versatility as a
leader and improve your appeal as a potential employee within the not-for-profit business sector. The final product represents an authentic demonstration of
competency because it asks you to critically evaluate factors that contribute to the overall success of a not-for-profit organization.

The project is divided into three milestones, which will be submitted at various points throughout the course to scaffold learning and ensure the quality of your
final submission. These milestones will be submitted in Modules Three, Five, and Seven. The final product will be submitted in Module Nine. Remember that
you final submission will include a conclusion that summarizes the milestone work in a closing section.

In this assignment, you will demonstrate your mastery of the following course outcomes:

 Evaluate management strategies and organizational structures of not-for-profit organizations for their effectiveness in managing boards, volunteers, and
staff

 Analyze communication strategies used by not-for-profit organizations for how they advance shared values, attitudes, and goals with all stakeholders

 Analyze resource and budgetary considerations within not-for-profit organizations for determining potential challenges to financial operations

 Analyze ethical considerations within not-for-profit entities for their impact on public image

 Evaluate how operational strengths and weaknesses of not-for-profit organizations impact their long-term sustainability

2

Prompt
For this project, you will choose a not-for-profit organization of your choice—it must be a 501(c)(3) organization—and develop a strategic analysis. You will report
on key areas of the organization and evaluate each for its effectiveness in ensuring the long-term sustainability of the organization. Use the following question to
guide your strategic analysis: To what extent is your chosen not-for-profit organization operating to ensure its continued sustainability?

Specifically, the following critical elements must be addressed:

I. Introduction: Introduce your chosen organization, supplying background information relevant to communicating your strategic analysis. Consider
information such as when, where, and how the organization was founded.

II. Analysis
a) Leadership:

i. Discuss the specific board structure present in your chosen organization, explaining the benefits of this structure.
ii. Discuss the current management strategies for recruiting, utilizing, and retaining human capital, including to what extent a succession

plan is in place.
iii. Evaluate the current leadership strategies and organizational structure for strengths and weaknesses in managing boards, volunteers,

and staff.
b) Communications:

i. Discuss the current communication strategies being used throughout the organization, internally and externally, for promoting the
organization’s shared values.

ii. Discuss the organization’s public relations strategies and specific branding techniques.
iii. Evaluate the current communication strategies for opportunities for advancing the goals of the organization both internally and

externally.
c) Finances:

i. Discuss the organization’s current budgetary resources, structure, and responsibilities.
ii. Discuss the organization’s current fundraising campaigns, grant possibilities, and planned giving opportunities and their impact on the

overall budget.
iii. Determine potential challenges to the financial operation of the organization based on your analysis of its overall financial management.

d) Ethics:
i. Discuss the organization’s handling of budget and fundraising transparency, specifically in regards to its adherence to established codes,

principles, and ethics of the industry.
ii. Discuss ethical considerations the organization faces related to conflict of interest, privacy, and compensation.

iii. Evaluate how the ethical operation of this organization has impacted its public image.

3

III. Evaluation
a) Summarize the most significant strengths and weaknesses of the not-for-profit organization.
b) Evaluate the organization’s long-term sustainability under the current operational strategies. Consider how the major strengths and weaknesses

of this organization factor into its sustainability.

IV. Conclusion: Summarize your position on the organization’s long-term sustainability, including suggestions for the organization to support future
sustainability. Support each suggestion with your rationale.

Milestones
Milestone One: Organizational Profile
In Module Three, you will develop a detailed profile of the not-for-profit organization on which you will perform your strategic analysis. This milestone will be
graded with the Milestone One Rubric.

Milestone Two: Leadership and Communication
In Module Five, you will analyze the leadership strategies and communication practices of the not-for-profit organization on which you will perform your strategic
analysis. This milestone will be graded with the Milestone Two Rubric.

Milestone Three: Financial Management and Ethics
In Module Seven, you will analyze the financial management and ethical practices of the not-for-profit organization on which you will perform your strategic
analysis. This milestone will be graded with the Milestone Three Rubric.

Final Submission: Strategic Analysis of a Not-for-Profit Organization
In Module Nine, you will submit your final project. It should be a complete, polished artifact containing all of the critical elements of the final product. It should
reflect the incorporation of feedback gained throughout the course. Conclude your plan by applying the knowledge you have gained over the course of the
project. This submission will be graded with the Final Project Rubric.

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Deliverables
Milestone Deliverable Module Due Grading

One Organizational Profile Three Graded separately; Milestone One Rubric

Two Leadership and Communication Five Graded separately; Milestone Two Rubric

Three Financial Management and Ethics Seven Graded separately; Milestone Three Rubric

Final Submission: Strategic Analysis of a
Not-for-Profit Organization

Nine Graded separately; Final Project Rubric

Final Project Rubric
Guidelines for Submission: Your strategic analysis should be 10–12 pages (not including the title page or references), double spaced with 12-point Times New
Roman font, one-inch margins, and APA formatting.

Critical Elements Exemplary (100%) Proficient (90%) Needs Improvement (70%) Not Evident (0%) Value
Introduction

Meets “Proficient” criteria, and
introduction demonstrates a
sophisticated awareness of the
details that contribute to
communicating the strategic
analysis

Introduces chosen
organization, supplying all
necessary background
information for communicating
the strategic analysis

Introduces chosen organization,
supplying all necessary
background information for
communicating the strategic
analysis, but introduction is
cursory

Does not introduce chosen
organization

5

Leadership: Board
Structure

[OL-665-01]

Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated awareness of the
nuances of board types within
not-for-profit organizations

Discusses the specific board
structure present in chosen
organization, explaining the
benefits of this structure

Discusses the specific board
structure present in chosen
organization, but discussion is
cursory, contains inaccuracies, or
does not explain benefits

Does not discuss the specific
board structure present in
chosen organization

6

Leadership:
Management Strategies

[OL-665-01]

Meets “Proficient” criteria, and
discussion demonstrates a
complex grasp of personnel
management strategies

Discusses the current
management strategies for
recruiting, utilizing, and
retaining human capital,
including to what extent a
succession plan is in place

Discusses the current
management strategies for
recruiting, utilizing, and retaining
human capital, including to what
extent a succession plan is in
place, but discussion is cursory or
contains inaccuracies

Does not discuss the current
management strategies for
recruiting, utilizing, and
retaining human capital

6

5

Leadership: Leadership
Strategies

[OL-665-01]

Meets “Proficient” criteria, and
evaluation demonstrates
nuanced understanding of how
leadership strategies and
organizational structure
influence managing boards,
volunteers, and staff

Evaluates the current
leadership strategies and
organizational structure for
strengths and weaknesses in
managing boards, volunteers,
and staff

Evaluates the current leadership
strategies and organizational
structure but evaluation is cursory
or contains inaccuracies

Does not evaluate the current
leadership strategies and
organizational structure

6

Communications:
Communication

Strategies

[OL-665-02]

Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated grasp of
communication strategies used
to promote shared values

Discusses the current
communication strategies
being used throughout the
organization, internally and
externally, for promoting the
organization’s shared values

Discusses the current
communication strategies being
used throughout the organization,
internally and externally, for
promoting the organization’s
shared values, but discussion is
cursory or contains inaccuracies

Does not discuss the current
communication strategies
being used throughout the
organization

6

Communications: Public
Relations

[OL-665-02]

Meets “Proficient” criteria, and
description demonstrates
nuanced understanding of the
organization’s public relations
strategies and branding
techniques

Discusses the organization’s
public relations strategies and
specific branding techniques

Discusses the organization’s public
relations strategies and specific
branding techniques, but
discussion is cursory or contains
inaccuracies

Does not discuss the
organization’s public relations
strategies and specific
branding techniques

6

Communications:
Advancing the Goals

[OL-665-02]

Meets “Proficient” criteria, and
evaluation demonstrates
nuanced understanding of how
communication strategies can
support advancing the goals of
the organization

Evaluates the current
communication strategies for
opportunities for advancing the
goals of the organization both
internally and externally

Evaluates the current
communication strategies for
opportunities for advancing the
goals of the organization both
internally and externally, but
evaluation is cursory or contains
inaccuracies

Does not evaluate the current
communication strategies for
opportunities for advancing
the goals of the organization
both internally and externally

6

Finances: Budgetary
Resources, Structure,
and Responsibilities

[OL-665-03]

Meets “Proficient” criteria, and
discussion demonstrates
nuanced understanding of
budgetary resources, structure,
and responsibilities

Discusses the organization’s
current budgetary resources,
structure, and responsibilities

Discusses the organization’s
current budgetary resources,
structure, and responsibilities, but
discussion is cursory or includes
inaccuracies

Does not discuss the
organization’s current
budgetary resources,
structure, and responsibilities

6

6

Finances: Fundraising
Campaigns, Grant
Possibilities, and
Planned Giving
Opportunities

[OL-665-03]

Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated awareness of the
impact of fundraising on the
organization’s budget

Discusses the organization’s
current fundraising campaigns,
grant possibilities, and planned
giving opportunities and their
impact on the overall budget

Discusses the organization’s
current fundraising campaigns,
grant possibilities, and planned
giving opportunities and their
impact on the overall budget, but
discussion is cursory or includes
inaccuracies

Does not discuss the
organization’s current
fundraising campaigns, grant
possibilities, and planned
giving opportunities and their
impact on the overall budget

6

Finances: Financial
Management
[OL-665-03]

Meets “Proficient” criteria, and
determination demonstrates a
nuanced understanding of
financial management and
fiduciary responsibilities

Determines potential
challenges to the financial
operation of the organization
based on the analysis of its
overall financial management

Determines potential challenges to
the financial operation of the
organization based on the analysis
of its overall financial management
, but determinations are is cursory
or illogical

Does not determine potential
challenges to the financial
operation of the organization
based on the analysis of its
overall financial management

6

Ethics: Budget and
Fundraising

Transparency

[OL-665-04]

Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated awareness of
transparency and industry-wide
ethical standards

Discusses the organization’s
handling of budget and
fundraising transparency,
specifically in regards to
adherence to established
codes, principles, and ethics of
the industry

Discusses the organization’s
handling of budget and fundraising
transparency, specifically in
regards to adherence to
established codes, principles, and
ethics of the industry, but
discussion is cursory or includes
inaccuracies

Does not discuss the
organization’s handling of
budget and fundraising
transparency, specifically in
regards to adherence to
established codes, principles,
and ethics of the industry

6

Ethics: Ethical
Considerations

[OL-665-04]

Meets “Proficient” criteria, and
discussion demonstrates a
sophisticated awareness of
ethical considerations related
to a not-for-profit organization

Discusses ethical
considerations the organization
faces related to conflict of
interest, privacy, and
compensation

Discusses ethical considerations
the organization faces related to
conflict of interest, privacy, and
compensation, but discussion is
cursory or overlooks key concerns

Does not discuss additional
ethical considerations related
to conflict of interest, privacy,
and compensation

6

Ethics: Public Image
[OL-665-04]

Meets “Proficient” criteria, and
evaluation demonstrates
nuanced understanding of
ethical considerations

Evaluates how the ethical
operation of the organization
has impacted its public image

Evaluates how the ethical
operation of the organization has
impacted its public image, but
evaluation is cursory

Does not evaluate how the
ethical operation of the
organization has impacted its
public image

6

Evaluation: Strengths
and Weaknesses

[OL-665-05]

Meets “Proficient” criteria, and
summary demonstrates
sophisticated grasp of the
factors that become strengths
or weaknesses within not-for-
profit organizations

Summarizes the most
significant strengths and
weaknesses of this not-for-
profit organization

Summarizes the most significant
strengths and weaknesses of this
not-for-profit organization, but
summary is cursory or contains
inaccuracies

Does not summarize the most
significant strengths and
weaknesses of this not-for-
profit organization

6

7

Evaluation:
Sustainability
[OL-665-05]

Meets “Proficient” criteria, and
evaluation demonstrates a
sophisticated understanding of
how organizational strengths
and weakness factor into long-
term sustainability

Evaluates the organization’s
long-term sustainability under
the current operational
strategies

Evaluates the organization’s long-
term sustainability under the
current operational strategies, but
evaluation lacks detail or is illogical

Does not evaluate the
organization’s long-term
sustainability under the
current operational strategies

6

Conclusion
[OL-665-05]

Meets “Proficient” criteria, and
rationale demonstrates a
sophisticated grasp of
sustainability considerations

Summarizes position on the
organization’s long-term
sustainability, including
suggestions for the
organization to support future
sustainability, and supports
each suggestion with rationale

Summarizes position on the
organization’s long-term
sustainability, including
suggestions for the organization to
support future sustainability, but
summary is cursory or illogical, or
suggestions lack support

Does not summarize position
on the organization’s long-
term sustainability

6

Articulation of
Response

Submission is free of errors
related to citations, grammar,
spelling, syntax, and
organization and is presented in
a professional and easy to read
format

Submission has no major errors
related to citations, grammar,
spelling, syntax, or organization

Submission has major errors
related to citations, grammar,
spelling, syntax, or organization
that negatively impact readability
and articulation of main ideas

Submission has critical errors
related to citations, grammar,
spelling, syntax, or
organization that prevent
understanding of ideas

5

Total 100%

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