Introduction
One of the most important tasks of business leaders is effective organizational planning. For this assessment, you will look at the importance of planning and best practices for success. You will address effective planning techniques that link departmental plans to the overall strategic plan and business operations goals, while considering key performance indicators that managers need to consider when developing a plan.
Preparation
For this assessment, you will be acting as a consultant to the fictitious company, CapraTek. To begin, read the following information about the company.
About CapraTek
CapraTek has a long history as a leader in the design and manufacture of computer server components and continues to provide innovative solutions to industry needs. Now, CapraTek is leveraging this culture of innovation to expand into emerging wireless technologies. As part of that diversification, CapraTek is developing advanced smart-home technology. CapraTek recently announced that it will begin the development of an integrated wireless system that will provide seamless integration of virtually all home electronics and appliances, all controlled through a single wireless device and a simple web-based interface.
Vision
CapraTek will provide excellence in everything we do as we define and deliver technology solutions for tomorrow’s problems.
Mission
To measurably contribute to the goals of our customers—both direct consumers and resellers— by providing extraordinary products at a fair and competitive price. CapraTek will focus on enhancing the success of its partners, employees, and investors by enacting the values of teamwork, respect, accountability, integrity, and innovation.
• For business customers, we will create value through efficiency, reliability, and flexibility both in our products and our customer service.
• For resellers, we will offer unique products that create sales and profit opportunities, including valuable vendor relationships, sales programs, access to credit, and training and development.
Values
These are the values that should shape every decision made at CapraTek from the board room to the assembly line.
• Teamwork: We work together as a unified team to meet our goals.
• Respect: We strive to bring the highest degree of dignity, equality, and trust to every interaction with our co-workers, our customers, our shareowners, our manufacturers, and our community.
• Accountability: We take responsibility for our actions, decisions, and products. We accept our individual, team, and corporate responsibilities, and we meet our commitments.
• Integrity: We employ the highest ethical standards, demonstrating honesty and fair- mindedness in all our interactions.
• Innovation: We consider innovation crucial to our mission and to our ability to continually live our values. We welcome change and the many opportunities that change brings.
Instructions
PowerPoint Presentation
As a business consultant hired by senior organizational leadership at CapraTek, a fictional design and manufacturing company, prepare a 12 slide PowerPoint presentation with speaker notes that will be presented to the General Manager, Manager of Information Technology, and Marketing Manager at the kickoff meeting for an organizational efficiency planning session. Highlight areas where various leaders will need to coordinate to ensure their plans are aligned with the same organizational goals and objectives that you develop.
After the title slide, start the presentation with bullet points pertaining to an elevator pitch (a short description of an idea, product, or company that explains the concept in a way such that any listener can understand it in a short period of time). In this pitch, you want to send a clear message about the importance of business planning. You should explain the importance of organizational goals and objectives to grow a business and include key performance indicator (KPI) targets that should be considered by corporate leaders when developing their strategic plans. Provide the 250-word script for your elevator pitch in the speaker notes of the first slide after your title slide.
The remainder of the presentation should address the following:
• The business planning process.
• Key components for a business plan, technology plan, and marketing plan.
• Best practices for the creation of a business plan that aligns with organizational goals.
• Inclusion of a business planning model and an illustration of the model.
• How the planning process applies to key business support functions for leadership, information technology, and marketing management.
Your presentation should use bullet points and graphics presented in a professional format. Be sure to include speaker notes of 50 words (note that the speaker notes for the elevator pitch will be 250 words) for each slide and include in the speaker notes APA citations for resources used. The last slide of your PowerPoint presentation should be a reference list.
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