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Assignment Prompt & Instructions

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**files (3)**

– ## Wk2_535_OrganizationalCultureReport.docx

– ## Wk2_535_grading_rubric.pdf

– ## Wk2_535_Company_Profiles.docx

**## Wk2_535_OrganizationalCultureReport.docx**

Wk2_535

Due: 8/31/2026 @ 6PM CST

You have recently been promoted to a senior leadership role within your organization. In this position, you are responsible for leading a critical initiative that will shape the company’s future. Before recommending any direction, you must first build a clear picture of the organization’s culture—its strengths, gaps, readiness for change, and alignment with its mission, vision, values, and strategy.

**Assessment Preparation**

Review the
**Company Profiles** document, and select 1 company that you believe presents the most compelling opportunity for cultural assessment or improvement.

Assume the organization is preparing for significant transformation over the next 5 years, including:

· Increased reliance on AI-enabled and data-driven decision-making

· A push to strengthen alignment between strategy and culture

Assume you have access to any internal, cultural, performance, or operational reports referenced in the profiles.

Brainstorm which AI tools (e.g., Copilot, ChatGPT, other industry-specific tools) could be used to generate the following:

· Cultural themes or patterns

· Areas of alignment or misalignment

· Possible risks of cultural friction

· Early ideas for recommendations

_Note_: For guidance on how to write a professional strategic report, read "
[How to Write a Strategy Report? A Step-By-Step Guide for Marketers](https://databox.com/strategy-report)" from Databox. You may also want to research other examples to guide your formatting and tone.

**Assessment Deliverable**

Write a
**700- to 1,050-word strategic report** addressed to the executive leadership team. Your report should include the following sections:

· Executive Summary

· Summarize the following:

· The purpose of the report (why cultural alignment matters for this initiative)

· The company you’ve selected and why

· Key findings about the organization’s current culture

· Organizational Readiness for Change

· Assess the following:

· How well the current culture either supports or suppresses the mission, vision, values, or strategy

· Cultural strengths that enable transformation

· Cultural gaps or frictions that might create resistance

· Which insights were supported by AI-powered analysis

· Recommendations for Change and Future Growth

· Provide 3 AI-informed recommendations to improve alignment between culture, mission, vision, values, and strategy. For each recommendation, include:

· The expected cultural impact

· An evaluation of feasibility (including constraints of a leader’s influence without direct authority)

· Potential unintended consequences or tradeoffs

· How the recommendation supports the organization’s 5-year strategic vision

· Appendix

· Provide a brief note about what AI tools were used, what insights they generated, and how those insights informed your recommendations.

**Faculty Note:** You must use one of the three organizations as given in the Company Profiles document provided in the instructions.

Do not submit your assignment as a PDF document. Be careful that Microsoft does not default to save as a PDF. Your submission must be a Microsoft Word document. Nothing else will be accepted.

**Assessment Support**

· Review the
**rubric** for guidance on deliverable expectations.

**## Wk2_535_grading_rubric.pdf**

LDR/535 Grading Rubrics

Wk 2 Summative Assessment: Organizational Culture Report ……………………………………………………………………………………………………………………. 2

Wk 2 Summative Assessment: Organizational Culture Report

Criteria
Exemplary
90–100%
A- to A

Proficient
74-89%
C to B+

Developing
60-73%
D to C-

Needs Improvement
0-59%

F

Executive Summary

Weight: 15%

Fully summarized the
report's purpose, rationale
for the company selected,
and key findings about the
current culture

Mostly summarized the
report’s purpose, rationale
for the company selected,
and key findings about the
current culture

Incompletely summarized
the report's purpose,
rationale for the company
selected, and key findings
about the current culture

Did not summarize the
report's purpose, rationale
for the company selected,
or key findings about the
current culture

Organizational
Readiness for
Change

Weight: 20%

Thoroughly assessed
whether the current
organizational culture
supports or suppresses the
mission, vision, values, or
strategy, the organizational
culture’s strengths and
gaps as well as insights
supported by AI-powered
analysis

Adequately assessed
whether the current
organizational culture
supports or suppresses the
mission, vision, values, or
strategy, the organizational
culture’s strengths and
gaps as well as insights
supported by AI-powered
analysis

Partially assessed whether
the current organizational
culture supports or
suppresses the mission,
vision, values, or strategy,
the organizational culture’s
strengths and gaps as well
as insights supported by
AI-powered analysis

Did not assess whether the
current organizational
culture supports or
suppresses the mission,
vision, values, or strategy,
the organizational culture’s
strengths and gaps as well
as insights supported by
AI-powered analysis

Recommendations
for Change and
Future Growth

Weight: 35%

Creatively provided 3 AI-
informed change
recommendations to
improve cultural and
strategic vision alignment

Somewhat creatively
provided 3 AI-informed
change recommendations
to improve cultural and
strategic vision alignment

Unperceptively provided 3
AI-informed change
recommendations to
improve cultural and
strategic vision alignment

Did not provide 3 AI-
informed change
recommendations to
improve cultural and
strategic vision alignment

Appendix

Weight: 25%

Fully described what AI
tools were used, what
insights they generated,
and how those insights
informed your
recommendations

Mostly described what AI
tools were used, what
insights they generated,
and how those insights
informed your
recommendations

Partially described what AI
tools were used, what
insights they generated,
and how those insights
informed your
recommendations

Did not describe what AI
tools were used, what
insights they generated, or
how those insights
informed your
recommendations

Criteria
Exemplary
90–100%
A- to A

Proficient
74-89%
C to B+

Developing
60-73%
D to C-

Needs Improvement
0-59%

F

APA, Grammar, and

Writing Mechanics

Weight: 5%

Accuracy in grammar,
sentence structures,
sentence boundaries, and
word choice enhanced
content; when applicable,
attention to APA citation
and formatting enhanced
the content

Rare inaccuracies/errors in
grammar, sentence
structures, sentence
boundaries, and word
choice; when applicable,
APA citation and formatting
did not detract from the
content

Occasional
inaccuracies/errors in
grammar, sentence
structures, sentence
boundaries, and word
choice; when applicable,
APA citation and formatting
detracted from the content

Frequent
inaccuracies/errors in
grammar, sentence
structures, sentence
boundaries, and word
choice; when applicable,
APA formatting made the
content inaccessible

– LDR/535 Grading Rubrics
– Wk 2 Summative Assessment: Organizational Culture Report
– Wk 4 Summative Assessment: Innovative Leadership Plan
– Wk 6 Summative Assessment: Change Management Plan Presentation

**## Wk2_535_Company_Profiles.docx**

## Company Profiles

Review the three following company profiles. Pay attention to strategic goals, KPIs, employee sentiment indicators, and descriptions of leadership behaviors. Select 1 company that you believe presents the most compelling opportunity for cultural assessment or improvement to complete the Wk 2 Summative Assessment: Organizational Culture Report.

### Company A: TechNova Solutions

**Industry:** Technology (cloud software)

**Size:** 150 employees

**Annual Revenue:** $35M

**Geographic Footprint:** Headquarters in Austin, TX; remote teams across U.S. and Canada

**Mission:**“Empowering businesses to innovate through seamless cloud computing solutions”

**Vision:**“To be the most trusted partner for digital transformation in the SMB sector”

**Values:** Innovation, integrity, agility, customer centricity

**Strategic Goals:**

· Hit 30% YoY growth in cloud subscriptions

· Expand into 2 new vertical markets (health care and retail) within 5 years

· Maintain employee engagement scores above 85%

**Business Model:** Agile, cross-functional teams; hybrid work (60% remote); flat hierarchy

**Culture:** Collaborative, fast-paced, risk-tolerant, “fail fast, learn faster”

**Recent Change Initiative:** Scaling remote work infrastructure; integrating AI-driven customer support

**Challenges:** Resistance from long-tenured staff to use AI tools; concerns about maintaining culture during growth

**KPIs:** NPS, employee engagement, churn rate

**AI Readiness:** Early adopter; leadership champions AI; some teams lack technical skills; cloud-native infrastructure

**Stakeholder Map:** Board, executive leadership, managers, employees, customers

### Company B: Unity Health Partners

**Industry:** Health care (regional hospital network)

**Size:** 2,000 employees

**Annual Revenue:** $400M

**Geographic Footprint:** 3 hospitals, 5 clinics in the Midwest

**Mission:**“Delivering compassionate, high-quality care to every patient, every time”

**Vision:**“To set the standard for patient-centered care in our region”

**Values:** Compassion, excellence, accountability, teamwork

**Strategic Goals:**

· Implement fully digital patient records within 2 years

· Improve patient satisfaction scores by 10%

· Reduce operational costs by 8% through process automation

**Business Model:** Hierarchical, unionized nursing staff; centralized decision-making

**Culture:** Patient-focused, slow to adopt change, strong community, risk-averse

**Recent Change Initiative:** Digital patient records and telehealth expansion

**Challenges:** Staff skepticism about privacy and technology; concerns about increased workload

**KPIs:** Patient satisfaction scores, readmission rates, cost per patient

**AI Readiness:** Limited use (scheduling, diagnostics); cautious leadership; mixed legacy/cloud IT integrations

**Stakeholder Map:** Board, administrators, IT staff, physicians, nurses, patients

### Company C: GlobalMakers, Inc.

**Industry:** Manufacturing (consumer electronics)

**Size:** 10,000 employees

**Annual Revenue:** $2.5B

**Geographic Footprint:** HQ in Chicago; plants in U.S., Mexico, and Vietnam; global distribution

**Mission:**“Building innovative products that connect people worldwide”

**Vision:**“To lead the industry in sustainable, smart manufacturing”

**Values:** Sustainability, innovation, diversity

**Strategic Goals:**

· Launch a new AI-powered product line within 18 months

· Reduce carbon footprint by 25% in 5 years

· Increase global market share by 15%

**Business Model:** Matrix structure; lean manufacturing; global teams

**Culture:** Results-driven, process-oriented, open to innovation, focus on sustainability

**Recent Change Initiative:** Restructuring for new product line and sustainability; AI for predictive maintenance and supply chain

**Challenges:** Middle management resistance; job displacement concerns

**KPIs:** Production efficiency, defect rates, sustainability metrics

**AI Readiness:** Advanced AI in manufacturing/logistics; proactive leadership; ongoing upskilling; robust IoT and data analytics

**Stakeholder Map:** Board, executive leadership, plant managers, engineers, line workers, global partners, customers

**## Wk2_535_Company_Profiles.docx**

## Company Profiles

Review the three following company profiles. Pay attention to strategic goals, KPIs, employee sentiment indicators, and descriptions of leadership behaviors. Select 1 company that you believe presents the most compelling opportunity for cultural assessment or improvement to complete the Wk 2 Summative Assessment: Organizational Culture Report.

### Company A: TechNova Solutions

**Industry:** Technology (cloud software)

**Size:** 150 employees

**Annual Revenue:** $35M

**Geographic Footprint:** Headquarters in Austin, TX; remote teams across U.S. and Canada

**Mission:**“Empowering businesses to innovate through seamless cloud computing solutions”

**Vision:**“To be the most trusted partner for digital transformation in the SMB sector”

**Values:** Innovation, integrity, agility, customer centricity

**Strategic Goals:**

· Hit 30% YoY growth in cloud subscriptions

· Expand into 2 new vertical markets (health care and retail) within 5 years

· Maintain employee engagement scores above 85%

**Business Model:** Agile, cross-functional teams; hybrid work (60% remote); flat hierarchy

**Culture:** Collaborative, fast-paced, risk-tolerant, “fail fast, learn faster”

**Recent Change Initiative:** Scaling remote work infrastructure; integrating AI-driven customer support

**Challenges:** Resistance from long-tenured staff to use AI tools; concerns about maintaining culture during growth

**KPIs:** NPS, employee engagement, churn rate

**AI Readiness:** Early adopter; leadership champions AI; some teams lack technical skills; cloud-native infrastructure

**Stakeholder Map:** Board, executive leadership, managers, employees, customers

### Company B: Unity Health Partners

**Industry:** Health care (regional hospital network)

**Size:** 2,000 employees

**Annual Revenue:** $400M

**Geographic Footprint:** 3 hospitals, 5 clinics in the Midwest

**Mission:**“Delivering compassionate, high-quality care to every patient, every time”

**Vision:**“To set the standard for patient-centered care in our region”

**Values:** Compassion, excellence, accountability, teamwork

**Strategic Goals:**

· Implement fully digital patient records within 2 years

· Improve patient satisfaction scores by 10%

· Reduce operational costs by 8% through process automation

**Business Model:** Hierarchical, unionized nursing staff; centralized decision-making

**Culture:** Patient-focused, slow to adopt change, strong community, risk-averse

**Recent Change Initiative:** Digital patient records and telehealth expansion

**Challenges:** Staff skepticism about privacy and technology; concerns about increased workload

**KPIs:** Patient satisfaction scores, readmission rates, cost per patient

**AI Readiness:** Limited use (scheduling, diagnostics); cautious leadership; mixed legacy/cloud IT integrations

**Stakeholder Map:** Board, administrators, IT staff, physicians, nurses, patients

### Company C: GlobalMakers, Inc.

**Industry:** Manufacturing (consumer electronics)

**Size:** 10,000 employees

**Annual Revenue:** $2.5B

**Geographic Footprint:** HQ in Chicago; plants in U.S., Mexico, and Vietnam; global distribution

**Mission:**“Building innovative products that connect people worldwide”

**Vision:**“To lead the industry in sustainable, smart manufacturing”

**Values:** Sustainability, innovation, diversity

**Strategic Goals:**

· Launch a new AI-powered product line within 18 months

· Reduce carbon footprint by 25% in 5 years

· Increase global market share by 15%

**Business Model:** Matrix structure; lean manufacturing; global teams

**Culture:** Results-driven, process-oriented, open to innovation, focus on sustainability

**Recent Change Initiative:** Restructuring for new product line and sustainability; AI for predictive maintenance and supply chain

**Challenges:** Middle management resistance; job displacement concerns

**KPIs:** Production efficiency, defect rates, sustainability metrics

**AI Readiness:** Advanced AI in manufacturing/logistics; proactive leadership; ongoing upskilling; robust IoT and data analytics

**Stakeholder Map:** Board, executive leadership, plant managers, engineers, line workers, global partners, customers

**## Wk2_535_OrganizationalCultureReport.docx**

Wk2_535

Due: 8/31/2026 @ 6PM CST

You have recently been promoted to a senior leadership role within your organization. In this position, you are responsible for leading a critical initiative that will shape the company’s future. Before recommending any direction, you must first build a clear picture of the organization’s culture—its strengths, gaps, readiness for change, and alignment with its mission, vision, values, and strategy.

**Assessment Preparation**

Review the
**Company Profiles** document, and select 1 company that you believe presents the most compelling opportunity for cultural assessment or improvement.

Assume the organization is preparing for significant transformation over the next 5 years, including:

· Increased reliance on AI-enabled and data-driven decision-making

· A push to strengthen alignment between strategy and culture

Assume you have access to any internal, cultural, performance, or operational reports referenced in the profiles.

Brainstorm which AI tools (e.g., Copilot, ChatGPT, other industry-specific tools) could be used to generate the following:

· Cultural themes or patterns

· Areas of alignment or misalignment

· Possible risks of cultural friction

· Early ideas for recommendations

_Note_: For guidance on how to write a professional strategic report, read "
[How to Write a Strategy Report? A Step-By-Step Guide for Marketers](https://databox.com/strategy-report)" from Databox. You may also want to research other examples to guide your formatting and tone.

**Assessment Deliverable**

Write a
**700- to 1,050-word strategic report** addressed to the executive leadership team. Your report should include the following sections:

· Executive Summary

· Summarize the following:

· The purpose of the report (why cultural alignment matters for this initiative)

· The company you’ve selected and why

· Key findings about the organization’s current culture

· Organizational Readiness for Change

· Assess the following:

· How well the current culture either supports or suppresses the mission, vision, values, or strategy

· Cultural strengths that enable transformation

· Cultural gaps or frictions that might create resistance

· Which insights were supported by AI-powered analysis

· Recommendations for Change and Future Growth

· Provide 3 AI-informed recommendations to improve alignment between culture, mission, vision, values, and strategy. For each recommendation, include:

· The expected cultural impact

· An evaluation of feasibility (including constraints of a leader’s influence without direct authority)

· Potential unintended consequences or tradeoffs

· How the recommendation supports the organization’s 5-year strategic vision

· Appendix

· Provide a brief note about what AI tools were used, what insights they generated, and how those insights informed your recommendations.

**Faculty Note:** You must use one of the three organizations as given in the Company Profiles document provided in the instructions.

Do not submit your assignment as a PDF document. Be careful that Microsoft does not default to save as a PDF. Your submission must be a Microsoft Word document. Nothing else will be accepted.

**Assessment Support**

· Review the
**rubric** for guidance on deliverable expectations.

**## Wk2_535_grading_rubric.pdf**

LDR/535 Grading Rubrics

Wk 2 Summative Assessment: Organizational Culture Report ……………………………………………………………………………………………………………………. 2

Wk 2 Summative Assessment: Organizational Culture Report

Criteria
Exemplary
90–100%
A- to A

Proficient
74-89%
C to B+

Developing
60-73%
D to C-

Needs Improvement
0-59%

F

Executive Summary

Weight: 15%

Fully summarized the
report's purpose, rationale
for the company selected,
and key findings about the
current culture

Mostly summarized the
report’s purpose, rationale
for the company selected,
and key findings about the
current culture

Incompletely summarized
the report's purpose,
rationale for the company
selected, and key findings
about the current culture

Did not summarize the
report's purpose, rationale
for the company selected,
or key findings about the
current culture

Organizational
Readiness for
Change

Weight: 20%

Thoroughly assessed
whether the current
organizational culture
supports or suppresses the
mission, vision, values, or
strategy, the organizational
culture’s strengths and
gaps as well as insights
supported by AI-powered
analysis

Adequately assessed
whether the current
organizational culture
supports or suppresses the
mission, vision, values, or
strategy, the organizational
culture’s strengths and
gaps as well as insights
supported by AI-powered
analysis

Partially assessed whether
the current organizational
culture supports or
suppresses the mission,
vision, values, or strategy,
the organizational culture’s
strengths and gaps as well
as insights supported by
AI-powered analysis

Did not assess whether the
current organizational
culture supports or
suppresses the mission,
vision, values, or strategy,
the organizational culture’s
strengths and gaps as well
as insights supported by
AI-powered analysis

Recommendations
for Change and
Future Growth

Weight: 35%

Creatively provided 3 AI-
informed change
recommendations to
improve cultural and
strategic vision alignment

Somewhat creatively
provided 3 AI-informed
change recommendations
to improve cultural and
strategic vision alignment

Unperceptively provided 3
AI-informed change
recommendations to
improve cultural and
strategic vision alignment

Did not provide 3 AI-
informed change
recommendations to
improve cultural and
strategic vision alignment

Appendix

Weight: 25%

Fully described what AI
tools were used, what
insights they generated,
and how those insights
informed your
recommendations

Mostly described what AI
tools were used, what
insights they generated,
and how those insights
informed your
recommendations

Partially described what AI
tools were used, what
insights they generated,
and how those insights
informed your
recommendations

Did not describe what AI
tools were used, what
insights they generated, or
how those insights
informed your
recommendations

Criteria
Exemplary
90–100%
A- to A

Proficient
74-89%
C to B+

Developing
60-73%
D to C-

Needs Improvement
0-59%

F

APA, Grammar, and

Writing Mechanics

Weight: 5%

Accuracy in grammar,
sentence structures,
sentence boundaries, and
word choice enhanced
content; when applicable,
attention to APA citation
and formatting enhanced
the content

Rare inaccuracies/errors in
grammar, sentence
structures, sentence
boundaries, and word
choice; when applicable,
APA citation and formatting
did not detract from the
content

Occasional
inaccuracies/errors in
grammar, sentence
structures, sentence
boundaries, and word
choice; when applicable,
APA citation and formatting
detracted from the content

Frequent
inaccuracies/errors in
grammar, sentence
structures, sentence
boundaries, and word
choice; when applicable,
APA formatting made the
content inaccessible

– LDR/535 Grading Rubrics
– Wk 2 Summative Assessment: Organizational Culture Report
– Wk 4 Summative Assessment: Innovative Leadership Plan
– Wk 6 Summative Assessment: Change Management Plan Presentation

**## Wk2_535_Company_Profiles.docx**

## Company Profiles

Review the three following company profiles. Pay attention to strategic goals, KPIs, employee sentiment indicators, and descriptions of leadership behaviors. Select 1 company that you believe presents the most compelling opportunity for cultural assessment or improvement to complete the Wk 2 Summative Assessment: Organizational Culture Report.

### Company A: TechNova Solutions

**Industry:** Technology (cloud software)

**Size:** 150 employees

**Annual Revenue:** $35M

**Geographic Footprint:** Headquarters in Austin, TX; remote teams across U.S. and Canada

**Mission:**“Empowering businesses to innovate through seamless cloud computing solutions”

**Vision:**“To be the most trusted partner for digital transformation in the SMB sector”

**Values:** Innovation, integrity, agility, customer centricity

**Strategic Goals:**

· Hit 30% YoY growth in cloud subscriptions

· Expand into 2 new vertical markets (health care and retail) within 5 years

· Maintain employee engagement scores above 85%

**Business Model:** Agile, cross-functional teams; hybrid work (60% remote); flat hierarchy

**Culture:** Collaborative, fast-paced, risk-tolerant, “fail fast, learn faster”

**Recent Change Initiative:** Scaling remote work infrastructure; integrating AI-driven customer support

**Challenges:** Resistance from long-tenured staff to use AI tools; concerns about maintaining culture during growth

**KPIs:** NPS, employee engagement, churn rate

**AI Readiness:** Early adopter; leadership champions AI; some teams lack technical skills; cloud-native infrastructure

**Stakeholder Map:** Board, executive leadership, managers, employees, customers

### Company B: Unity Health Partners

**Industry:** Health care (regional hospital network)

**Size:** 2,000 employees

**Annual Revenue:** $400M

**Geographic Footprint:** 3 hospitals, 5 clinics in the Midwest

**Mission:**“Delivering compassionate, high-quality care to every patient, every time”

**Vision:**“To set the standard for patient-centered care in our region”

**Values:** Compassion, excellence, accountability, teamwork

**Strategic Goals:**

· Implement fully digital patient records within 2 years

· Improve patient satisfaction scores by 10%

· Reduce operational costs by 8% through process automation

**Business Model:** Hierarchical, unionized nursing staff; centralized decision-making

**Culture:** Patient-focused, slow to adopt change, strong community, risk-averse

**Recent Change Initiative:** Digital patient records and telehealth expansion

**Challenges:** Staff skepticism about privacy and technology; concerns about increased workload

**KPIs:** Patient satisfaction scores, readmission rates, cost per patient

**AI Readiness:** Limited use (scheduling, diagnostics); cautious leadership; mixed legacy/cloud IT integrations

**Stakeholder Map:** Board, administrators, IT staff, physicians, nurses, patients

### Company C: GlobalMakers, Inc.

**Industry:** Manufacturing (consumer electronics)

**Size:** 10,000 employees

**Annual Revenue:** $2.5B

**Geographic Footprint:** HQ in Chicago; plants in U.S., Mexico, and Vietnam; global distribution

**Mission:**“Building innovative products that connect people worldwide”

**Vision:**“To lead the industry in sustainable, smart manufacturing”

**Values:** Sustainability, innovation, diversity

**Strategic Goals:**

· Launch a new AI-powered product line within 18 months

· Reduce carbon footprint by 25% in 5 years

· Increase global market share by 15%

**Business Model:** Matrix structure; lean manufacturing; global teams

**Culture:** Results-driven, process-oriented, open to innovation, focus on sustainability

**Recent Change Initiative:** Restructuring for new product line and sustainability; AI for predictive maintenance and supply chain

**Challenges:** Middle management resistance; job displacement concerns

**KPIs:** Production efficiency, defect rates, sustainability metrics

**AI Readiness:** Advanced AI in manufacturing/logistics; proactive leadership; ongoing upskilling; robust IoT and data analytics

**Stakeholder Map:** Board, executive leadership, plant managers, engineers, line workers, global partners, customers

**## Wk2_535_OrganizationalCultureReport.docx**

Wk2_535

Due: 8/31/2026 @ 6PM CST

You have recently been promoted to a senior leadership role within your organization. In this position, you are responsible for leading a critical initiative that will shape the company’s future. Before recommending any direction, you must first build a clear picture of the organization’s culture—its strengths, gaps, readiness for change, and alignment with its mission, vision, values, and strategy.

**Assessment Preparation**

Review the
**Company Profiles** document, and select 1 company that you believe presents the most compelling opportunity for cultural assessment or improvement.

Assume the organization is preparing for significant transformation over the next 5 years, including:

· Increased reliance on AI-enabled and data-driven decision-making

· A push to strengthen alignment between strategy and culture

Assume you have access to any internal, cultural, performance, or operational reports referenced in the profiles.

Brainstorm which AI tools (e.g., Copilot, ChatGPT, other industry-specific tools) could be used to generate the following:

· Cultural themes or patterns

· Areas of alignment or misalignment

· Possible risks of cultural friction

· Early ideas for recommendations

_Note_: For guidance on how to write a professional strategic report, read "
[How to Write a Strategy Report? A Step-By-Step Guide for Marketers](https://databox.com/strategy-report)" from Databox. You may also want to research other examples to guide your formatting and tone.

**Assessment Deliverable**

Write a
**700- to 1,050-word strategic report** addressed to the executive leadership team. Your report should include the following sections:

· Executive Summary

· Summarize the following:

· The purpose of the report (why cultural alignment matters for this initiative)

· The company you’ve selected and why

· Key findings about the organization’s current culture

· Organizational Readiness for Change

· Assess the following:

· How well the current culture either supports or suppresses the mission, vision, values, or strategy

· Cultural strengths that enable transformation

· Cultural gaps or frictions that might create resistance

· Which insights were supported by AI-powered analysis

· Recommendations for Change and Future Growth

· Provide 3 AI-informed recommendations to improve alignment between culture, mission, vision, values, and strategy. For each recommendation, include:

· The expected cultural impact

· An evaluation of feasibility (including constraints of a leader’s influence without direct authority)

· Potential unintended consequences or tradeoffs

· How the recommendation supports the organization’s 5-year strategic vision

· Appendix

· Provide a brief note about what AI tools were used, what insights they generated, and how those insights informed your recommendations.

**Faculty Note:** You must use one of the three organizations as given in the Company Profiles document provided in the instructions.

Do not submit your assignment as a PDF document. Be careful that Microsoft does not default to save as a PDF. Your submission must be a Microsoft Word document. Nothing else will be accepted.

**Assessment Support**

· Review the
**rubric** for guidance on deliverable expectations.

**## Wk2_535_grading_rubric.pdf**

LDR/535 Grading Rubrics

Wk 2 Summative Assessment: Organizational Culture Report ……………………………………………………………………………………………………………………. 2

Wk 2 Summative Assessment: Organizational Culture Report

Criteria
Exemplary
90–100%
A- to A

Proficient
74-89%
C to B+

Developing
60-73%
D to C-

Needs Improvement
0-59%

F

Executive Summary

Weight: 15%

Fully summarized the
report's purpose, rationale
for the company selected,
and key findings about the
current culture

Mostly summarized the
report’s purpose, rationale
for the company selected,
and key findings about the
current culture

Incompletely summarized
the report's purpose,
rationale for the company
selected, and key findings
about the current culture

Did not summarize the
report's purpose, rationale
for the company selected,
or key findings about the
current culture

Organizational
Readiness for
Change

Weight: 20%

Thoroughly assessed
whether the current
organizational culture
supports or suppresses the
mission, vision, values, or
strategy, the organizational
culture’s strengths and
gaps as well as insights
supported by AI-powered
analysis

Adequately assessed
whether the current
organizational culture
supports or suppresses the
mission, vision, values, or
strategy, the organizational
culture’s strengths and
gaps as well as insights
supported by AI-powered
analysis

Partially assessed whether
the current organizational
culture supports or
suppresses the mission,
vision, values, or strategy,
the organizational culture’s
strengths and gaps as well
as insights supported by
AI-powered analysis

Did not assess whether the
current organizational
culture supports or
suppresses the mission,
vision, values, or strategy,
the organizational culture’s
strengths and gaps as well
as insights supported by
AI-powered analysis

Recommendations
for Change and
Future Growth

Weight: 35%

Creatively provided 3 AI-
informed change
recommendations to
improve cultural and
strategic vision alignment

Somewhat creatively
provided 3 AI-informed
change recommendations
to improve cultural and
strategic vision alignment

Unperceptively provided 3
AI-informed change
recommendations to
improve cultural and
strategic vision alignment

Did not provide 3 AI-
informed change
recommendations to
improve cultural and
strategic vision alignment

Appendix

Weight: 25%

Fully described what AI
tools were used, what
insights they generated,
and how those insights
informed your
recommendations

Mostly described what AI
tools were used, what
insights they generated,
and how those insights
informed your
recommendations

Partially described what AI
tools were used, what
insights they generated,
and how those insights
informed your
recommendations

Did not describe what AI
tools were used, what
insights they generated, or
how those insights
informed your
recommendations

Criteria
Exemplary
90–100%
A- to A

Proficient
74-89%
C to B+

Developing
60-73%
D to C-

Needs Improvement
0-59%

F

APA, Grammar, and

Writing Mechanics

Weight: 5%

Accuracy in grammar,
sentence structures,
sentence boundaries, and
word choice enhanced
content; when applicable,
attention to APA citation
and formatting enhanced
the content

Rare inaccuracies/errors in
grammar, sentence
structures, sentence
boundaries, and word
choice; when applicable,
APA citation and formatting
did not detract from the
content

Occasional
inaccuracies/errors in
grammar, sentence
structures, sentence
boundaries, and word
choice; when applicable,
APA citation and formatting
detracted from the content

Frequent
inaccuracies/errors in
grammar, sentence
structures, sentence
boundaries, and word
choice; when applicable,
APA formatting made the
content inaccessible

– LDR/535 Grading Rubrics
– Wk 2 Summative Assessment: Organizational Culture Report
– Wk 4 Summative Assessment: Innovative Leadership Plan
– Wk 6 Summative Assessment: Change Management Plan Presentation

**## Wk2_535_Company_Profiles.docx**

## Company Profiles

Review the three following company profiles. Pay attention to strategic goals, KPIs, employee sentiment indicators, and descriptions of leadership behaviors. Select 1 company that you believe presents the most compelling opportunity for cultural assessment or improvement to complete the Wk 2 Summative Assessment: Organizational Culture Report.

### Company A: TechNova Solutions

**Industry:** Technology (cloud software)

**Size:** 150 employees

**Annual Revenue:** $35M

**Geographic Footprint:** Headquarters in Austin, TX; remote teams across U.S. and Canada

**Mission:**“Empowering businesses to innovate through seamless cloud computing solutions”

**Vision:**“To be the most trusted partner for digital transformation in the SMB sector”

**Values:** Innovation, integrity, agility, customer centricity

**Strategic Goals:**

· Hit 30% YoY growth in cloud subscriptions

· Expand into 2 new vertical markets (health care and retail) within 5 years

· Maintain employee engagement scores above 85%

**Business Model:** Agile, cross-functional teams; hybrid work (60% remote); flat hierarchy

**Culture:** Collaborative, fast-paced, risk-tolerant, “fail fast, learn faster”

**Recent Change Initiative:** Scaling remote work infrastructure; integrating AI-driven customer support

**Challenges:** Resistance from long-tenured staff to use AI tools; concerns about maintaining culture during growth

**KPIs:** NPS, employee engagement, churn rate

**AI Readiness:** Early adopter; leadership champions AI; some teams lack technical skills; cloud-native infrastructure

**Stakeholder Map:** Board, executive leadership, managers, employees, customers

### Company B: Unity Health Partners

**Industry:** Health care (regional hospital network)

**Size:** 2,000 employees

**Annual Revenue:** $400M

**Geographic Footprint:** 3 hospitals, 5 clinics in the Midwest

**Mission:**“Delivering compassionate, high-quality care to every patient, every time”

**Vision:**“To set the standard for patient-centered care in our region”

**Values:** Compassion, excellence, accountability, teamwork

**Strategic Goals:**

· Implement fully digital patient records within 2 years

· Improve patient satisfaction scores by 10%

· Reduce operational costs by 8% through process automation

**Business Model:** Hierarchical, unionized nursing staff; centralized decision-making

**Culture:** Patient-focused, slow to adopt change, strong community, risk-averse

**Recent Change Initiative:** Digital patient records and telehealth expansion

**Challenges:** Staff skepticism about privacy and technology; concerns about increased workload

**KPIs:** Patient satisfaction scores, readmission rates, cost per patient

**AI Readiness:** Limited use (scheduling, diagnostics); cautious leadership; mixed legacy/cloud IT integrations

**Stakeholder Map:** Board, administrators, IT staff, physicians, nurses, patients

### Company C: GlobalMakers, Inc.

**Industry:** Manufacturing (consumer electronics)

**Size:** 10,000 employees

**Annual Revenue:** $2.5B

**Geographic Footprint:** HQ in Chicago; plants in U.S., Mexico, and Vietnam; global distribution

**Mission:**“Building innovative products that connect people worldwide”

**Vision:**“To lead the industry in sustainable, smart manufacturing”

**Values:** Sustainability, innovation, diversity

**Strategic Goals:**

· Launch a new AI-powered product line within 18 months

· Reduce carbon footprint by 25% in 5 years

· Increase global market share by 15%

**Business Model:** Matrix structure; lean manufacturing; global teams

**Culture:** Results-driven, process-oriented, open to innovation, focus on sustainability

**Recent Change Initiative:** Restructuring for new product line and sustainability; AI for predictive maintenance and supply chain

**Challenges:** Middle management resistance; job displacement concerns

**KPIs:** Production efficiency, defect rates, sustainability metrics

**AI Readiness:** Advanced AI in manufacturing/logistics; proactive leadership; ongoing upskilling; robust IoT and data analytics

**Stakeholder Map:** Board, executive leadership, plant managers, engineers, line workers, global partners, customers