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Competency

Create professional documents for presenting research, analysis, and business strategy recommendations.

Scenario

You work at a small startup company and recently began an informal competition among a few of your co-workers counting your daily steps. The program went well. It was a great team building exercise and others in your company seemed interested in participating. You decided that you wanted to turn this into a formal company-wide initiative.

In your investigation you found information about other companies that not only had similar programs, but that they had fully developed wellness programs. Further, your investigation revealed the benefits for both employees and employers. For employees, you found that those who participate enjoy reduced healthcare costs and a sense of engagement in the workplace. The benefits to employers include things like reduced workers compensation claims, lower absenteeism and higher overall productivity.

As a result, you determined that all could benefit from not just a ‘step’ program, but a formalized wellness program. You then distributed a very brief survey to determine the level of interest and what aspects of wellness your coworkers showed interest. You distributed a survey to all employees (30) and the results of your survey are displayed below:

Would you participate in a wellness program?Rate your level of interest in the following wellness topics1 = least interested 5= very interested
Weight managementNutritionStress management
Yes553
Yes335
No115
Yes355
No115
Yes553
No111
Yes335
No111
Yes233
Yes333
Yes555
No111
Yes555
Yes334
No111
Yes432
Yes345

At first glance it looks as though there is a strong interest in implementing a company-wide wellness program, but you also see a couple of other interesting things in the data. You have decided to use the data you have gathered and present it to senior management to persuade them that a wellness program will benefit everyone.

Instructions

You have decided the best way to approach senior management about your idea is through an executive summary. In your document you should include information you found in your initial investigation, such as cost savings and higher productivity levels at companies with wellness programs. It should also highlight the key findings of your research, as you realize senior management is very busy and will not be interested in a long detailed document.

  • Write an introductory paragraph that includes the following:
    • The three most interesting findings from your survey.
    • Cite one external source that describes benefits of wellness programs for employers.
    • Describe the data analysis techniques used to interpret your data.

Be sure to include the method you used.Create an infographic that includes charts, graphs, or tables to display the three most interesting findings you mention above. Each graphic display should be accompanied by a brief text description of the data and why it is important. Also, include two relevant external sources.

Grading Rubric

FFCBA
01234
Did not SubmitNo PassCompetenceProficiencyMastery
Not SubmittedStates one interesting finding from the survey or states three findings that are insignificant based on the context and goals.Three or more grammar and/or syntax errors.States fewer than the three most interesting findings from the survey or three findings that are insignificant based on the context.Two or three grammar and/or syntax errors.States the three most interesting findings from the survey.One grammar and/or syntax error.States the three most interesting findings from the survey.No grammar and/or syntax errors.
Not SubmittedIncorrectly cites exactly one source that is irrelevant to the organizational benefits of wellness programs.OrDoes not cite any source.Incorrectly cites exactly one source that is loosely related to the organizational benefits of wellness programs.Correctly cites exactly one source that describes the organizational benefits of wellness programs.Correctly cites at least one source that describes the organizational benefits of wellness programs.
Not SubmittedIncorrectly describes the analysis techniques used to interpret the data.Includes a statement about the method used without clearly naming them.Incorrectly describes the analysis techniques used to interpret the data or names them only without providing any description or explanation.Accurately describes the analysis techniques used to interpret the data.Includes a statement naming the method used.Thoroughly and accurately describes the analysis techniques used to interpret the data.Includes a statement naming the method used.
Not SubmittedPresents an incomplete or poorly formatted infographic that includes charts, graphs, or tables which displays one finding detailed in the text of the executive summary.Does not include a description for each visual element. Relevant external sources are cited incorrectly or not at all.Presents an infographic that includes charts, graphs, or tables which incorrectly displays at least two findings detailed in the text of the executive summary thought these may not be significant based on context.Includes a brief description for each visual element that clearly states why the data is important. One relevant external source is cited but incorrectly.Presents an infographic that includes charts, graphs, or tables which display at least two interesting findings detailed in the text of the executive summary.Includes a brief description for each visual element that states why the data is important. Two relevant external sources are cited.Presents an infographic that includes charts, graphs, or tables which display at least three interesting findings detailed in the text of the executive summary.Includes a brief description for each visual element that clearly states why the data is important. Two relevant external sources are cited correctly.

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