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Locate and critically review relevant literature and/or documentation to identify key themes, issues and arguments to support the development of focused research questions.

Assessment Criteria

  • Identify, define and refine an issue in education suitable for inquiry within a realistic time frame;
  • Locate and critically review relevant literature and/or documentation to identify key themes, issues and arguments to support the development of focused research questions.
  • Write in a clear, logical and rigorous way adhering to conventions, including those for referencing and citation.
  • Work effectively within the word limit for the assessment task.

Literature Searching

The research must contain supporting information from literature. There are a number of different sources you may make use of and there is an expectation that normally studies will demonstrate the use of a balance between sources including books, research journals, government documents, the internet etc,.

Linking chapters and writing for clarity

Try to ensure that you start and end chapters so that they read cohesively and coherently and link effectively. Try to begin each chapter by signposting its contents with a brief chapter introduction. Also, try to provide a summary at the end of each chapter and a sentence which takes you into the next. Do not assume the reader or marker knows about the topic you are investigating. Be clear 14 about the key terms and phrases you are using and explain and define for the reader wherever it is required using appropriate literature.

What is the most appropriate numerical measure to describe your data? why did you choose that?

First Design a study to investigate the relationship between smoking and Lung cancer….then answer these questions.

1) Identify your Population.

2) How would you choose your sample—Justify your method

3)How would you collect data?

4) What type of data did you collect? (Note: you don’t have to physically collect the data for this assignment)

5) What will be the most appropriate way to organize and present your data? Why?

6) What is the most appropriate numerical measure to describe your data? why did you choose that?

7) What are your constraints?
Don’t answer the questions in essay form, keep question numbers for the answers.pick a topic based on the study

Analyze current tools available to solve the problem or improve professional practice, compare to identify benefits and issues.

Using peer reviewed sources (2010 to present), explain the need for law enforcement/government policy for the following:
1. Underage Consumption of Marijuana (5 pages)
a. Analyze current tools available to solve the problem or improve professional practice, compare to identify benefits and issues.
b. Using academic literature, justify the need to address the problem
c. How will policy affect law enforcement response to the problem?
d. Can the policy be effective?
e. Are there possible alternatives?
f. How will this policy affect the community?
g. Pros and cons of such policy

2. Driving Under the Influence of Marijuana (5 pages)
a. Analyze current tools available to solve the problem or improve professional practice, compare to identify benefits and issues.
b. Using academic literature, justify the need to address the problem
c. How will policy affect law enforcement response to the problem?
d. Can the policy be effective?
e. Are there possible alternatives?
f. How will this policy affect the community?
g. Pros and cons of such policy

3. Illegal Trafficking of Marijuana (5 pages)
a. Analyze current tools available to solve the problem or improve professional practice, compare to identify benefits and issues.
b. Using academic literature, justify the need to address the problem
c. How will policy affect law enforcement response to the problem?
d. Can the policy be effective?
e. Are there possible alternatives?
f. How will this policy affect the community?
g. Pros and cons of such policy

4. Marijuana Dispensary Regulations (5 pages)
a. Analyze current tools available to solve the problem or improve professional practice, compare to identify benefits and issues.
b. Using academic literature, justify the need to address the problem
c. How will policy affect law enforcement response to the problem?
d. Can the policy be effective?
e. Are there possible alternatives?
f. How will this policy affect the community?
g. Pros and cons of such policy

5. State-funded training programs for law enforcement agencies to identify and recognize the legalities surrounding legalized Marijuana (5 pages)

a. Analyze current tools available to solve the problem or improve professional practice, compare to identify benefits and issues.
b. Using academic literature, justify the need to address the problem
c. How will policy affect law enforcement response to the problem?
d. Can the policy be effective?
e. Are there possible alternatives?
f. How will this policy affect the community?
g. Pros and cons of such policy

What is your contingency plan to ‘manage’ them? Discuss the anticipated challenges of working with a coalition

SWO-590 Advocacy and Social Action for Professional Social Workers (formerly SWO-523)

Course Description The focus of this course is to understand relevant theories and strategies of advocacy and social action that promote social justice within organizations, the larger community, and society. Where advocacy assumes that individuals have rights and those rights are enforceable, social action involves a coordinated and sustained effort to achieve institutional change to meet a need, address a social problem, or correct an injustice to improve the quality of human life and well-being. Students will gain understanding of theories, policy analysis strategies and social, economic, political, and organizational systems, to influence, formulate, and advocate for policy and other system changes to meet the needs of clients and all people who experience oppression and systemic discrimination based on one’s race, ethnicity, language, class, religion, gender, sexual orientation, immigration status, and/or other factors. These advocacy, social action, policy analysis, and critical thinking skills will be understood within a professional social work values framework which views social workers as allies with or advocates for oppressed or discriminated individuals, families, groups, or communities. This course draws upon policy analysis approaches, clinical skills, current knowledge, and differential use of self that students have learned in earlier courses to critically assess values and evaluate needs and gaps in services for clients, families, organizations, or communities.

Required Texts (T) Hoefer, R. (2016). ​Advocacy practice for social justice ​ (3rd ed.). Chicago, IL. Lyceum Books, Inc.
(T) Rocha, C. J. (2007). ​Essentials of social work policy practice ​ . Wiley.
Recommended Textbooks: Ezell, M. (2001). ​Advocacy in the human services ​ . Brooks/Cole (Thomson Learning).
Kush, C. (2004). ​The one-hour activist: The 15 most powerful actions you can take to fight for the issues and candidates you care about. ​ San Francisco, CA. http://library.simmons.edu/record=b2107756~S0
Meredith, J. (2000). ​Lobbying on a shoestring: Massachusetts continuing legal education ​ (3rd ed.).

Textbook Rentals:

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● Rent online at ​http://simmons.bncollege.com​ or in the bookstore ● Pay using any form of payment accepted at the bookstore ● Use the book for the entire semester

While not every textbook is available to rent, many of the common, re-usable books are on the rental list. If you have questions regarding whether or not a book is rentable, contact the Simmons bookstore.

Materials for the Courses;

The course materials listed in this syllabus are available in several different sources as noted below:

T = Textbook D = Chapters and articles on available to download on 2SW. These are scanned PDF files posted by your faculty and located on your 2SW course site. E (or no designation) = Articles available electronically via links included in the syllabus, or by searching the Simmons Library as described below. W = Web link. Freely available online resources.
Journal articles​: full-text journal articles are ​listed in the syllabus​ and can be found through the Simmons Library by the following instructions:

There are multiple ways to find a full-text article when you have the citation for it (like the ones listed in a syllabus or article reference list). The following is the most accurate method of getting to the full-text of articles in journals that the Simmons Library subscribes to.
1. From the ​Simmons Library homepage​ (http://www.simmons.edu/library), click on ​Find a Journal​. 2. Search for the title of the ​Journal ​in which the article was published. 3. Look at the date ranges next to the database links listed under the journal title. Click on a link with the date range ​that includes the article’s publication date.

If you’re off-campus you’ll be prompted to log in with your Simmons username and password at this point.
4. From the Journal Page, use the ​year, volume, and issue ​information to locate the journal issue in which the article was published. 5. Click on the issue number and scroll through the article titles until you locate the one you want to read. ​Click on the PDF icon ​in order to download, save or print the article.
For further instructions ​see the interactive “​From a Citation to a Full-Text Article​”​ available at http://beatleyweb.simmons.edu/gots/tutorial/citationtoarticle.

For difficulties getting to a reading through the Library, please contact.

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​ ​ ​ ​
Council on Social Work Education (CSWE) Core Competencies & Practice Behaviors.

The 2015 Educational Policy and Accreditation Standards (EPAS) developed by the Council on Social Work Education (CSWE) both require and provide a framework for competency-based assessment of educational outcomes in social work training programs. A description of the nine core competencies and associated foundation and advanced observable behaviors can be found on the SSW website through the following link within the searchable Field Manual:

http://socialwork.simmons.edu/field-ed-manual/

The course will primarily address and assess your attainment of the following competencies and learning objectives:

Core Competency.
Learning Objectives Dimensions Assignments
Competency 1: Demonstrate Ethical and Professional Behavior
(1) Understand the historical roots of social work and the commitment to social change through advocacy and legislative, community or organizational practice at local, regional, national, or international levels & apply this knowledge to the development of social action plans, efforts, or activities.

(2) Demonstrate the understanding of the professional, ethical, and personal responsibilities that social workers have in addressing oppression and social justice, valuing diversity and the improvement of civil and human rights through the development of social action and advocacy efforts.
Knowledge; Skills Knowledge; Skills
Class Participation, Social Action Reflection Paper, Mock Testimony Presentation, Midterm, Final Paper

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Competency 2: ​Engage Diversity and Difference in Practice
(1) Understand diversity through multiple factors [including age, race, color, culture, disability, ethnicity, gender, gender identity and expression, immigrant status, national origin, political ideology, & sex and sexual orientation] and how these factors can influence systems which in turn can affect oppression, poverty, marginalization, and/or support privilege and power.

(2) Design social action efforts that reflect an understanding of the impact of the intersectionality of racism, sexism, heterosexism, ageism, ableism, classism, and other forms of oppression on policies, human service organizations, practices and approaches, funding for services, and the implicit biases that inform individual practice.

(3) Critically think about and understand the professional and ethical responsibilities that social work has in improving the quality of life for individuals, families, and communities who are oppressed or marginalized.

Cognitive/ Affective
Class Participation, Setting the Stage Paper, Mock Testimony Presentation , Final Paper

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Competency 3​: Advance Human Rights, and Social, Economic and Environmental  Justice
(1) Understand the effect of historical and social contexts on the lived experiences of individuals, families, and communities who are oppressed or marginalized.

(​2) Develop social action plans and/or efforts that reflect social justice principles.

(3) Understand the importance of advocacy and social action to enhance rights, benefits, and services for individuals, families, or communities that are oppressed or marginalized.

(4) Understand the role of a social worker as an agent of positive change through enhanced critical thinking skills in the areas of social, distributive, political, environmental, and economic justice.

Cognitive/ Affective

Class Participation, Midterm, Mock Testimony Presentation, Final Paper

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Competency 5:​ Engage in Policy Practice
(1) Approach advocacy from a standpoint that uses logical, scientific, and evidence-based or informed frameworks.

(2) Develop, select, and apply social action skills that address the political and social contexts with the goal of achieving social change.

(3) Understand concepts such as civil rights, inclusion, interdependence and universal design as firm principles for social policy, social action, and advocacy with and on behalf of individuals, families, or communities who are oppressed or marginalized.

(4) Analyze social welfare policy development from a social justice perspective which includes resource allocation decisions and gaps in services.

(5) Understand that social action and advocacy works within an ever-changing landscape that includes political processes and governmental/organizational policies which affect the social, economic, and environmental well-being of individuals, families, communities, and organizations as well as social work practice itself.
Cognitive Affective.

Knowledge
Class Participation, Midterm, Final Paper, Mock Testimony Presentation

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COURSE ORGANIZATION This course is scheduled for 14 weeks. During each week there is asynchronous course work and a synchronous live session. Participation is required. Points will be deducted from grades for absences.

Evaluation of Student Performance

Evaluation of students’ performance is based on:

Class Participation. ​ You are responsible for completing all readings before class and being prepared to apply them in class discussions. Class discussion includes in-class discussions and exercises and online assignments. In class or online participation should reflect the social worker’s professional responsibility for respectful interactions and attentiveness with fellow students and faculty. Please review the student policy manual for SSW standards for professional development and the honor code.

Written Assignments. ​ Your individual instructor will explain her expectations for written assignments and specific grading criteria. Each paper is due on the date noted in the syllabus; any exception must be discussed in advance with your instructor.

Attendance, Attentiveness, and Punctuality ● Please inform your instructor if you will be late for a live session and enter the classroom with minimal disruption. ● Repeated lateness will impact your class participation grade. ● If you miss 20% or more of combined synchronous and asynchronous work you will automatically receive a non-passing grade. If you have legitimate reasons for missing class, you may be asked to provide supportive documentation. This is particularly relevant when related to medical/mental health illness or military service obligations. ● More than one absence will influence the evaluation of a student’s performance and grade. ● Students are expected to let their faculty know when they are unable to be in class. It is your responsibility to make up any missed work. Consult your instructor if there are opportunities to recover some class participation points related to absence. Please note, even if your absence is excused, you will not earn class participation points. You cannot earn points for a class in which you were absent for any reason. ● Refrain from texting during class and using computers for non-class-related activities (e.g., checking Facebook, emailing) ● Chat pods are only to be used for reporting technology difficulties, and not for side conversations unless otherwise indicated by the instructor. If it cannot be said to the group as a whole, it should not be said.

ASYNCHRONOUS WORK

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Students are expected to complete and submit all asynchronous work in advance of the weekly live session. Submission of asynchronous course work constitutes a portion of each student’s class participation grade.

Grading Policy: Evaluation of students’ performance is based on the following: Your classes are divided into two components: (1) asynchronous coursework and (2) live session attendance and participation. Your weekly class participation grade is determined in the following manner:

Out of 100%, the asynchronous coursework is worth 40% of your weekly class participation grade, and live session attendance and participation accounts for 40%. (Your instructor consultation is worth the remaining 20% of your participation grade.) Your weekly participation grade is dependent upon three factors: the quality of your course work, whether it is submitted according to the specifications of the syllabus or your live session instructor, and attendance at live sessions. Each instructor will let you know his or her guidelines for live session participation. If you are absent from a live session, whether excused or otherwise, you will not receive credit for an absence. If you are more than 10 minutes late to a live session, or leave early without consulting your instructor, you may receive deductions from your weekly class participation grade as well.

Students are responsible for class preparation (readings) and participation (discussion and exercises). Students are expected to demonstrate their knowledge of the readings through participation in class discussions and in all written assignments​.
Grading of students’ performance will be based on:

Class ​Attendance, Participation and Instructor Consultation 15% Assignment #1​: Setting-the-Stage Paper 10%

Assignment #2 : Social Action Advocacy Plan: Issues and Background 25% Assignment #3​: Social Action Reflection Paper 10% Assignment #4​: Mock Testimony: both oral and written 15% Assignment #5​: Final Social Action Advocacy Plan 25%

See below for the SSW Grading Scale. For further information on the school’s Grading Policy, please refer to the SSW Student Handbook.
Grading Scale:

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Letter Grade
GPA equivalent

100 point scale equivalent
A 4.0 100-94 A- 3.67 93-90
B+ 3.33 89-87
B 3.0 86-84 B- 2.67 83-80
C+ 2.33 79-77
C 2.00 76-74 C- 1.67 73-70
D+ 1.33 69-68
D 1 67-64 D- .67 63-60 F 0 59 or below

Grade Grievance Policy and Procedure. ​ ​PLEASE NOTE: ​School policy does not allow the final to be rewritten.

Please refer to the SSW policy on grade grievances of final grades.

ONLINE ETIQUETTE All students are expected to demonstrate the same professional behavior and mutual respect for teachers and colleagues in the online environment as they would demonstrate face-to-face. The expected standards of behavior for interacting with others online are generally referred to as “netiquette.” Netiquette is addressed in Foundations, and there are a wide variety of resources available on the Internet. Some general guidelines:

● Respect confidentiality. To facilitate shared communication in a teaching and learning environment and to respect privacy, refrain from disclosing private information. ● Adhere to standards of behavior. Be polite, sincere, and respectful of others. Avoid gossiping about others online. ● Make yourself look good online. Proof for grammatical and spelling errors. Format e-mails for easy responses. Refrain from including content of e-mail in the subject line.

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Portray the image of an advanced degree student. Avoid sending flaming messages (“Flaming,” means to send an angry, hostile or abusive electronic message). ● Cite properly. Attribute the materials and ideas of others, whether spoken or written. ● Be careful when expressing with emotion. When using bold typeface or capital letters, be mindful of how this may be received. ● Read messages prior to sending (e-mail or chat). Consider their overall reception and impact. ● Help keep “flames” under control. Use appropriate language online. If others “flame,” refrain from making inappropriate comments. ● Show respect for your colleagues and for dialogue among classmates. ● Share expert knowledge. Be willing to share your expertise.

Statement on Disabilities Students who wish to receive academic accommodations for this course must first register due to a documented diagnosis/disability with the Office of Accessibility Services (OAS). The most commonly requested accommodations are extended time for testing and use of the OAS Testing Center. OAS will provide eligible/registered students with an Academic Accommodations Authorization form to share with each instructor to confirm the student’s authorized accommodations. The OAS is located on the 1st floor of Lefavour Hall in the Center for Student Success and is open from 8:30 am to 4:30 pm Monday through Friday. For more information about the services and accommodations available through the Office of Accessibility Services please, review the following link: ​simmons.edu/access.

Writing Center The Writing Center offers one-on-one tutoring, workshops and presentations designed to strengthen students’ academic reading, writing, critical thinking and research skills. The Center works with faculty across schools and programs to address students’ academic and discipline-specific writing needs. The Writing Center is located in Beatley Library. ​ ​ ​
​ ​

Library Resources Anastasia Collins ​ ​​ and other library staff ​ ​ ​ ​ are available to assist you with using the

College Library resources on-line and on-campus, including assistance with how to search for professional and scholarly literature for your papers.

Citations for References Used in Written Work.

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APA guidelines will affect your grade. We recommend that students purchase the APA Manual; however, it is also on reserve in the Beatley Library. If you have any questions about what should be cited or how to format the citation, please contact your instructor or the librarian. You can also refer to: http://www.apastyle.org/elecref.html​ ​or ​http://owl.english.purdue.edu/owl/section/2/10/​ ​.

Statement on Plagiarism Plagiarizing is defined as intentionally or unintentionally using someone else’s words or thoughts without giving proper credit. When a source is not cited, it is assumed that the words, thoughts and ideas are the sole product of the student. When a student uses material from another source, the extent and nature of the borrowing must, to avoid the charge of dishonesty, be fully and explicitly noted in the text or footnotes. Direct quotations must be differentiated from the text by using quotation marks or by indenting or single-spacing and must be accompanied by appropriate APA citation. It is the responsibility of the student to learn the proper forms of citation. The use of papers or other work obtained from commercial or other services is a clear case of plagiarism and is specifically prohibited. Handing in as one’s own work a paper on which a student has received extensive help without acknowledging that help is plagiarism. ​Students who – for whatever reason – submit work not their own are subject to disciplinary action.

HIPAA Guidelines/Client Confidentiality All social workers are required to adhere to HIPAA (Health Insurance Portability and Accountability Act of 1996, Public Law 104-191) regulations regarding the privacy of client information outside of the agency setting. Confidentiality must be strictly maintained when discussing clients in the classroom and writing about clients in course assignments. Ensuring client confidentiality includes not stating the name of the agency, the actual name or initials of clients and/or the actual dates of services. For example, you would use “community health center” and not “Fenway Health Center” or “Upham’s Corner Health Center,” etc.; “urban public school” and not “Tobin Elementary School;” “larger urban teaching hospital” and not “Mass General.” In terms of dates, use terms such as “past Fall” and not “October 2010” or “presenting complaint began about eight years ago when client was 10” and not “2002.”

Title IX and the Simmons College Gender-Based Misconduct Policy

Title IX Federal law states that all students have the right to gain an education free of gender-based discrimination. Some examples of gender-based discrimination, as defined by this law include sexual harassment or exploitation, sexual assault, domestic/dating violence, and stalking. In compliance with Title IX, Simmons College has a ‘Gender-Based Misconduct Policy’ which defines these forms of misconduct, outlines College protocol and procedures for investigating and addressing incidences of gender-based discrimination, highlights interim safety measures, and identifies both on and off-campus resources. The policy and a list of resources is located here: https://internal.simmons.edu/students/general-information/title-ix/gender-based-misconduct-poli cy-for-students-faculty-staff-and-visitors​. ​Additionally, the Gender-Based Misconduct Policy has

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a ​Consensual Relationships clause​ that prohibits intimate, romantic or sexual relationships between students, faculty, staff, contract employees of the College, teacher’s assistants, and supervisors at internship/field placement sites.

Simmons College encourages all community members to report incidences of gender-based misconduct. If you or someone you know in our campus community would like to receive support or report an incident of gender-based discrimination, please contact any of the following:

Simmons College Title IX Coordinator, Gretchen Groggel Ralston (for faculty/staff concerns): Office Location: THCS Office, Room C-210 /

Simmons College Deputy Title IX Coordinators (for student concerns):

Nancy Nienhuis, Associate Dean Office Location: Office of Student Life, C-115/

Catherine Paden, Associate Provost and Dean of the UG Program Office Location: Provost’s Office, C-219/

Associate Dean of Student Life and Title IX Representative: Gretchen Groggel Ralston Office Location: Student Life in room C-211 /

Coordinator of Simmons Violence Prevention and Educational Outreach Program, Gina Capra: Office Location: Room W-003 / Phone Number:

Simmons College Public Safety Office Location: Lobby of the Palace Road Building.
INTELLECTUAL PROPERTY Simmons students are not permitted to copy, upload, post, sell or otherwise share course materials from Simmons College courses through online services– which includes (1) tests, syllabi, exercises and other intellectual property developed or created by the instructor and/or the College; and (2) lectures by instructors and/or notes based on those lectures. Such online services include but are not limited to Coursehero, Luvo and OneClass.

Enrolling in a course at Simmons gives you permission to use such course materials for the purposes of participating in the class: listening to lectures, engaging in class discussions, reading the materials, taking notes on them, discussing them with classmates, and completing tests and assignments. It does not give you the right to post course materials, developed by a Simmons instructor and/or by the College.

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instructors’ lectures. Unauthorized copying, distribution or sharing of course materials developed by Simmons instructors and/or the College, including lecture notes, is a violation of both the Simmons Honor Code and the federal Copyright Act.

SIMMONS SCHOOL OF SOCIAL WORK POLICY ON OBSERVANCE OF RELIGIOUS HOLIDAYS If the College is holding classes during your religious observance, please alert your instructor in advance. Your instructor will work with you to make up missed work. Please refer to the ​SW@S Student Policy Handbook ​ and Program Information for further clarification of school policies regarding observance of religious holidays.

Note that the syllabus is not a contract. The instructor reserves the right to alter the course requirements and/or assignments based on new materials, class discussions or other legitimate pedagogical objectives.

ASSIGNMENTS
Instructor Consultation You must schedule an in-person, 15-minute consultation with your section instructor before the week 3 live session. The meeting may take place via phone call or Zoom. Your section instructor will communicate his or her availability and preferred meeting format. This consultation with your section instructor must happen before the Week 4 live session. At least 24 hours prior to your scheduled consultation with your section instructor, please upload a document including:
● An explanation of your chosen topic/issue of interest and why you are selecting it ● A description and link to a relevant event that you plan to attend during the term
Ensure that the name of your submitted file follows this naming convention: Last name_First name_Instructor Consultation Sample file name: Audette_Kathryn_Instructor Consultation

Assignment #1: Setting the Stage

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Due Week 3
Part 1​: You are to research information on your members of Congress in both the U.S. House and the U.S. Senate and your state senator and state representative. You can retrieve this information from the following websites:

● The secretary of state’s office where you live, for example, in Massachusetts it is www.wheredoivotema.com ● The website for state government where you live, for example, in Massachusetts it is www.mass.gov/legis ● The library of the U.S. Congress: ​www.thomas.gov ● The U.S. House of Representatives: ​www.house.gov ● The U.S. Senate: ​www.senate.gov
Next, answer the following questions by writing a double-spaced paper that is no longer than four pages. Please include in the paper the name of your city/town and the zip code.

1. What are the names and political parties of your U.S. senators, U.S. representative?

2. What is your federal legislative voting district?

3. Identify all committees that your US Senators and Representative belong o and whether they are in positions of leadership and what those positions of leadership are.

4. What are the names and political parties of your elected officials in your state legislature, general court, or state assembly?

5. Identify all the committees that your elected officials in your state legislature, general court or state assembly belong to, whether they are in positions of leadership within those committees and what those positions of leadership are.

6. Does your state have a unicameral or bicameral state legislature?

7. How many legislators are in your state’s legislature?

8. How long is your state’s legislative session?

9. Is your state legislature full time or part time?

10.What is the political party breakdown of your state legislature?

11.Contact the office of ​ONE ​of your elected officials to find information about one or two top priority bills or issues that they are working on.

12.What is your position on these issues/bills? Why?

13.Are these bills and the social issue they are trying to solve in line with social work ethics and values?
Part 2​: Go to the National Association of Social Workers (NASW) website (​www.socialworkers.org​) or the NASW Chapter website for the state in which you live and search for the legislative agenda and/or other events that are politically or socially conscious. Write one page, double-spaced about one issue that NASW is working on that is of interest to you and why.

Assignment #2: Social Action Advocacy Plan:

Issues and Background Due Week 8 I. Community Needs, Gaps in Services;

A. Introduce the community, population, or problem of focus. · Discuss community and/or client/consumer needs as related to the problem of focus.

B. Discuss gaps in services and/or thinking that contribute to those needs going unmet

C. Describe impact of these gaps on community, client or consumer – universally as well as for specific groups

D. Describe how you learned about these needs/gaps (e.g., lived or professional experience, anecdotal or empirical evidence, conversations with stakeholders) II. Formal and Informal Policies that influence issues/concerns

A. Describe current formal, informal, or alternative policies that may be affecting issues/concerns · Briefly describe expected impact of policies · Highlight current or recent critiques of existing policies

B. Describe any differential application of these policies indicating issues of discrimination, oppression or marginalization · Discuss recent or current efforts to address these issues

C. Discuss historical roots or context in social work relevant to the social issue you have identified and the presence or absence of a commitment to social change through advocacy at multiple levels III. Theories/theoretical perspectives that inform understanding of issues or strategies of change

A. Briefly present relevant theories and supporting grey literature

B. Discuss how theories can help explain the issues under consideration

C. Discuss how theories inform social action efforts IV. Research/empirical Evidence Discuss findings from at least 6 empirical studies (e.g., large scale studies, epidemiological research, small-scale exploratory studies, evaluations) that may offer information to inform current efforts to address the problem V. Barriers and Facilitating factors A. Identify key stakeholders in effecting change · Identify at least 3 potential allies in your effort. Why would they be selected as allies? · What would you ask them to bring to the table? What would their role be? B. Identify barriers and professors to change.

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· Identify any potential opposition to your effort. How might they hinder your proposed efforts? · What is your contingency plan to manage them? C. Highlight potential strategies or resources that may address potential barriers VI. Proposed Social Action Plan Considering what you learned thus far, briefly discuss your initial thinking about what sort of social action or organizational change effort you might propose​.
Paper length is 4-6 pages. Use appropriate APA format for citations & references.

Assignment #3: Social Action Reflection Paper Due no later than Week 12 (Per the discretion of the instructor.)

Please write a three- to four-page, double-spaced reflection paper based on your experience taking part in a social action activity/event. There is not one specific definition of a social action event. We urge students to attend a meeting/event that is focused on advocacy or planning for advocacy specifically. Students in the past have attended the following types of events/meetings: legislative hearings, legislative lobby days. local political party meetings,, advocacy organization legislative agenda meetings, town halls, etc.

1. What activity did you attend and why did you select this event? 2. Were the ethics and values of the social work profession inherent and expressed in the event? 3. Did you identify as a professional social work student in interactions with those taking part in the event? a. How were you received? b. Were other social workers there? c. If you did not identify yourself as a professional social work student, why not? 4. Based on your knowledge of human behavior and the social environment what did you observe about others in attendance at the event? 5. How would you evaluate the overall event and your personal experience? a. Would you attend another similar event in the future? 6. Along with your paper please provide an artifact from the event. This could be a brochure, photograph, program, or some other article that will serve as your documentation of having attended a social action event.

This assignment is due no later than week 12. For students needing accommodations for events occurring in week 13 or 14 please speak with your professor to discuss alternative options for this assignment or accommodations in submitting the reflection paper.

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Assignment #4: I Have a Testimony Due Week 13 or 14 (Per the discretion of the instructor)

For this assignment, prepare a 3- to 5-minute mock testimony based on the issue you are focusing on for your midterm and final papers. Identify which committee, and on what level of government, would hold a hearing on this issue. Your professor and fellow classmates will serve as the mock committee that will respond with questions per testimony and provide feedback. Your position in support or opposition of the issue should be clearly stated and presented in a succinct manner.

A formal version of your written testimony (not your verbal remarks) will be handed in. This document should be a formal version of your verbal remarks and not a copy of your talking points. Refer back to your course texts on how to write a formal piece of legislative testimony. Written testimony will be due in week 12, 13 or 14. The decision on the specific week when written testimony will be due is at the discretion of the course professor.

Assignment #5: Final Social Action Advocacy Plan Due Week 13

A comprehensive advocacy plan should include the integration of concepts and readings from throughout the course including legislative advocacy, community organizing and agency based advocacy. The advocacy plan that you submit should address the following questions, building upon the research you did for your midterm and incorporating the comments from your instructor.

I. Social Action Plan: A.​ ​Describe the issue that you are proposing to address and the goals of your Social Action Plan B. Integrate how the ​NASW Code of Ethics ​ informs your Social Action Plan C.​ ​Present the rationale for the plan, incorporating appropriate support from the literature (e.g., peer-reviewed journals, texts, and grey literature) II. Stakeholders A.​ ​Identify key stakeholders ·​ ​Identify who the key leaders and opinion makers are in the area you are proposing to change. B. Present a stakeholder analysis that explores power differentials ·​ ​ Who might be your biggest champion? ·​ ​ Who might be your biggest opponent? ·​ ​ Describe the power structure within the arena you are trying to change. How that might impact your strategy? III. Social Action Partners

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A. Identify at least 3 potential allies in your proposed effort. · Why would you select them as allies? · What would you ask them to ‘bring to the table’? · What would their roles be? · Discuss the benefits and disadvantages of each of these allies B.​ ​Highlight what information, updates or training these Social Action partners would need C. Identify potential opposition to your effort. How might they hinder your efforts? What is your contingency plan to ‘manage’ them? D. Discuss the anticipated​ ​challenges of working with a coalition IV. Specific Social Action Plan Steps & Feasibility Considerations A. Present with detail the specific Social Action Plan steps or areas of change you intend to take, noting how they are applied at the micro, mezzo, and/or macro level ·​ ​Create a timeline of action for your social action plan and discuss why you selected the focus [targets] for your social action plan, specific action [or ‘to do’] items, and the timeframe for executing those actions B. Highlight feasibility issues (including resources, funding, timing) and indicate how these would be addressed C. Identify your role as change agent. How would you guide this effort and what is your rationale for this role? D. Describe your own social/professional/personal location and the sources of your political/social capital as they relate to your plan V. Differential Impacts that may affect Stakeholders A.​ ​Discuss anticipated outcomes of your social action plan, if it were implemented. B.​ ​Would the anticipated outcomes be consistent across all individuals, groups or communities? Briefly discuss what differential impacts there may be, should your social action plan be implemented. VI. Social, Economic, environmental Justice A. Discuss how the proposed social action effort addresses social, economic and/or environmental justice VII. Proposed Evaluation of Social Action Effort A.​ ​Reflecting on the goals of your​ ​Social Action Plan, discuss: ·​ ​What efforts, activities, or outcomes are you proposing to evaluate? (What does success look like? Or How would you be defining success?) ·​ ​What would be the three key messages reflected in your proposed effort? B.​ ​Discuss the rationale for selecting this evaluation focus and plan, the resources needed, and its feasibility C. How would you continue to monitor/evaluate the proposed Social Action effort? VIII. Reflection

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A​.​ Discuss how this assignment has contributed to the development of your identity as a change agent and/or social work leader or contributor B​.​ Discuss the importance of advocacy and social action to enhance rights, benefits, and services for individuals, families or communities that are oppressed or marginalized C. Discuss what you will do next to advance the work of this social action plan Paper length is 10-12 pages. Use appropriate APA format for citations & references.

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COURSE OUTLINE

CLASS 1 ​Setting the State for Change Introductions, getting acquainted, overview of course, and expectations.

Objectives/Agenda: 1. Overview of the course, syllabus, and assignments. 2. Clarify values of students and of the profession. 3. Explore integrations of advocacy into practice. 4. Comparative analysis of social work assumptions vs. societal assumptions. 5. Understand the importance of the ethic of care in advocacy practice. 6. Understanding the similarities between generalist micro and macro practice. Required Reading: (D) Cummins, L. K., Byers, K. V., & Pedrick, L. (2011). ​Policy practice for workers: New strategies for a new era ​ . Allyn & Bacon. ● Chapter 1: Defining policy practice and social work. ● Chapter 2: History of policy practice in social work.
(T) Hoefer, R. (2016). ​Advocacy practice for social justice ​ . Chicago, IL: Lyceum Books. ● Chapter 2: Social justice and advocacy practice.

Recommended Reading: (T) Ezell, M. (2001). ​Advocacy in the human services ​ . Brooks/Cole (Thomson Learning). ● Chapter 2: Understanding advocacy. ● Chapter 3: The ethics of advocacy.

(E) Kush, C. (2004). The one-hour activist. San Francisco, CA: Jossey/Bass. ● Action 1: Learn how grassroots advocacy works. ● Action 2: Pick your issues and your angle. ● Action 3: Identify your representatives. ​http://library.simmons.edu/record=b2107756~S0
CLASS 2 Identifying Needs of Oppressed Client Groups and Theories of Social Action Objectives/Agenda: 1. Discuss the target/agent identify framework as it pertains to advocacy. 2. Discuss various ways to fully understand a policy or social issue. 3. Recognize the applicability of theoretical frames to social action practice. 4. Discuss strategies to identify the needs of oppressed client groups. 5. Discuss the role of institutional racism in policy formation and change.
Required Reading​:

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(D) Cummins, L. K., Byers, K. V., & Pedrick, L. (2011). ​Policy practice for workers: New strategies for a new era ​ . Allyn & Bacon. ● Chapter 9: Social problems and policy analysis: An ethic of care approach.
(T) Hoefer, R. (2016). ​Advocacy practice for social justice ​ . Chicago, IL: Lyceum Books. ● Chapter 4: Understanding the issue.
(E) Inglehart, R. and Norris, P. (July 29, 2016). ​Trump, Brexit, and the rise of populism: Economic have-nots and cultural backlash. ​ HKS Working Paper No. RWP16-026.
(T) Rocha, C. J. (2007). ​Essentials of social work policy practice. ​ Wiley. ● Chapter 1: Introduction to community-based policy practice.
(W) Social Work Policy Institute (2014). ​Achieving racial equity: Calling the social work profession to action ​ . Washington, DC: National Association of Social Workers. http://www.antiracistalliance.com/SWPIRacialEquityReport.pdf

Recommended Reading: (E) Bowes, A., & Sim, D. (2006). Advocacy for black and minority ethnic communities: Understandings and expectations. ​British Journal of Social Work, 36 ​ , 1209–1225. http://ezproxy.simmons.edu:2048/login?url=https://search.ebscohost.com/login.aspx?direct=true&db =sih&AN=23284114&site=eds-live&scope=site
(E) Staples, L. (2004). ​Roots to power: A manual for grassroots organizing ​ (2nd ed.). Westport, CT: Praeger Press. ● Chapter 3: Organizing models and methods (pp. 47–99). ● Chapter 4: Analyze, strategize, and datalyze (pp. 99–141). http://library.simmons.edu/record=b2107707~S0

CLASS 3 Introduction to Advocacy
Objectives/Agenda: 1. Review the NASW Code of Ethics and how it guides the social work profession in advocacy practice. 2. Discover resources for the course and beyond, such as Social Work Speaks. 3. Discuss the importance of advocacy practice for professional social workers. Required Reading​:
(W) National Association of Black Social Workers. ​Code of ethics ​ . Retrieved from https://www.nabsw.org/page/CodeofEthics​.
(W) United Nations. ​The universal declaration of human rights ​ . Retrieved from http://www.un.org/en/documents/udhr/

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Social Work Speaks. ​NASW policy statements 2015–2017 ​ (10th ed.). (Search using WorldCat to see if this is available in a library near you. See instructions below.)
(T) Hoefer, R. (2016). ​Advocacy practice for social justice ​ . Chicago, IL: Lyceum Books. ● Chapter 1: The unified model and advocacy practice. ● Chapter 3: Getting involved. ● Chapter 11: Integrating advocacy practice into your social work practice.
(D) Specht, H., & Courtney, M. (1994). ​Unfaithful angels: How social work has abandoned its mission ​ . ● Chapter 5: The movement of social work into private practice. New York, NY: The Free Press. (E) Swenson, C. R. (1998). Clinical social work’s contribution to a social justice perspective. ​Social Work, 43 ​ , 527–537. http://ezproxy.simmons.edu:2048/login?url=https://search.ebscohost.com/login.aspx?direct=true&db =ccm&AN=1999038867&site=eds-live&scope=site

Recommended Reading: (W) National Association of Social Workers (1999). ​Code of ethics ​ . Washington, DC. Retrieved from https://www.socialworkers.org/About/Ethics/Code-of-Ethics
(E) McLaughlin, A. M. (2009.) Clinical social workers: Advocates for social justice. ​Advances in Social Work, 10 ​ (1), 51–68. http://ezproxy.simmons.edu:2048/login?url=https://search.ebscohost.com/login.aspx?direct=true&db =sih&AN=48407165&site=eds-live&scope=site

Here are the steps to use WorldCat to find a book in a library near you:
1. Go to ​WorldCat​ through ​Browse Databases​ on the ​Simmons Library​ homepage. 2. Search using the book title. 3. From the results list, click on the ​book title​ (and make sure it’s the edition you’re looking for!) 4. Scroll down and click on the “+” next to ​Worldcat​ underneath ​Find a copy in a library. 5. Enter your zip code and click ​Find libraries.
You’re now looking at a list of libraries that have a copy of the book you’re looking for. (Check with the individual library on their borrowing and access policies.)

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CLASS 4 The Role of Government in Policy Development and Legislative Action, Part 1 Objectives/Agenda​: 1. Learn the formal legislative process: laws, budgets, and regulations using the Commonwealth of Massachusetts as a case study. 2. Understand informal means by which policy is made. 3. Assess how power and influence affects legislative process. 4. Recognize ethical issues in legislative advocacy. 5. Develop beginning mastery of lobbying skills. 6. Understanding planning, communication, and technology use in advocacy​.
Required Reading​: (D) Cummins, L. K., Byers, K. V., & Pedrick, L. (2011). ​Policy practice for workers: New strategies for a new era ​ . Allyn & Bacon. ● Chapter 4: The forces that move and shape policy work.
(T) Hoefer, R. (2016). ​Advocacy practice for social justice ​ . Chicago, IL: Lyceum Books. ● Chapter 5: Planning in advocacy practice.
(T) Rocha, C. J. (2007). ​Essentials of social work policy practice. ​ Wiley. ● Chapter 8: Essentials of legislative policy practice.

CLASS 5 The Role of Government in Policy Development and Legislative Action, Part 2 Objectives/Agenda: 1. Learn the formal legislative process: laws, budgets, and regulations. 2. Understand informal means by which policy is made. 3. Assess how power and influence affects legislative process. 4. Recognize ethical issues in legislative advocacy. 5. Develop beginning mastery of lobbying skills. 6. Understanding planning, communication, and technology use in advocacy​.
Required Reading​: (D) Ezell, M. (2001). ​Advocacy in the human services ​ . Brooks/Cole (Thomson Learning). ● Chapter 5: Legislative advocacy.

(T) Hoefer, R. (2005). Altering state policy: Interest group effectiveness among state-level advocacy groups. ​Social Work, 50 ​ (3), 219–227.
Recommended Reading​: (E) Linhorst, D. M. (2002). Federalism and social justice: Implications for social work. ​Social Work, 47 ​ (3), 201– 208. http://ezproxy.simmons.edu:2048/login?url=https://search.ebscohost.com/login.aspx?direct=true&db =edsjsr&AN=edsjsr.23717981&site=eds-live&scope=site

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(T) Meredith, J. (2000). ​Lobbying on a shoestring: Massachusetts continuing legal education ​ (3rd ed.). ● Chapter 2: Life in the legislative arena. ● Chapter 3: Drafting and filing the bill. ● Chapter 4: Committees and committee meetings.

CLASS 6 Principles of Community-Based Advocacy and Change
Objectives/Agenda: 1. Develop skills of community assessment. 2. Become conversant with principles of community development and organizing. 3. Understand issues of mission, formal and informal structures, power, and influence in communities. 4. Understand theories of organizational change.
Required Reading​:
(E) Hardcastle, D. A., & Powers, P. R. (2004). ​Community practice: Theories and skills for social workers. ​ New York, NY: Oxford University Press. ● Chapter 13: Using organizing: Acting in concert. http://library.simmons.edu/record=b1857290~S0
(D)​ ​Kaye, G. (1997). The six r’s of participation. In M. Minkler (Ed.), ​Community organizing and community building for health ​ (pp. 372–373). New Brunswick: NJ: Rutgers University Press.

(E) Mizrahi, T., & Rosenthal, B. (2001). Complexities of coalition building: Leaders’ successes, strategies, struggles, and solutions. ​Social Work, 46 ​ (1), 63–78. http://ezproxy.simmons.edu:2048/login?url=https://search.ebscohost.com/login.aspx?direct=true&db =ccm&AN=2001050582&site=eds-live&scope=site
(T) Rocha, C. J. (2007). ​Essentials of social work policy practice. ​ Wiley. ● Chapter 7: Essentials of community-based policy practice.
(E) Staples, L. (2004). ​Roots to power: A manual for grassroots organizing. ​ Westport, CT: Praeger Press. ● Chapter 1: Power to the people (pp. 1–20). ● Chapter 4: Analyze, strategize, and catalyze (pp. 99–137). http://library.simmons.edu/record=b2107707~S0
(E) ​Sarah Stachowiak, S. (2013, October). ​Pathways to change: 10 theories to inform advocacy and policy change. ​ ORS Impact Brief​. ​ Retrieved from: http://orsimpact.com/resources/pathways-for-change-10-theories-to-inform-advocacy-and -policy-change-efforts-2013-2/

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Recommended Reading: (T) Ezell, M. (2001). ​Advocacy in the human services ​ . Brooks/Cole (Thomson Learning). ● Chapter 7: Community advocacy.

CLASS 7 Principles of Agency-Based Advocacy and Change
Objectives/Agenda: 1. Learn theories of community organizing and agency-based advocacy. 2. Understand issues of mission, formal and informal structures, power, and influence in organizations. 3. Develop skills in assessment of organizations.
Required Reading​: (E) Hardcastle, D. A., & Powers, P. R. (2004). Using your agency. In ​Community practice: Theories and skills for social workers ​ . New York, NY: Oxford University Press. http://library.simmons.edu/record=b1857290~S0
(T) Rocha, C. J. (2007). ​Essentials of social work policy practice. ​ Wiley. ● Chapter 9: Monitoring the bureaucracy and creating change Within organizations.
(D)​ ​Schneider, R. L., & Lester, L. (2001). ​Social work advocacy: A new framework for action ​ . Belmont, CA: Brooks/Cole. ● Chapter 8: Administrative advocacy.

CLASS 8 Political Advocacy and the Role of Social Workers
Objective/Agenda: 1. Explore the political process and points of entry for social workers. 2. Role of unions in social work agencies and political advocacy. 3. Understand predictors of social workers’ involvement in political advocacy. 4. Learn when, where, and how political advocacy and legislative advocacy intersect.
Required Reading​: (D) Alexander, C. (1982). Professional social workers and political responsibility. In M. Mahaffey & J. Hanks (Eds.), ​Practical politics: Social work and political responsibility ​ (pp. 15–31). Silver Spring, MD: National Association of Social Workers.
(D) Cummins, L. K., Byers, K. V., & Pedrick, L. (2011). ​Policy practice for workers: New strategies for a new era ​ . Allyn & Bacon. ● Chapter 3: The politics of policy practice.

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(E) Ritter, J. A. (2008). A national study predicting licensed social workers’ levels of political participation: The role of resources, psychological engagement, and recruitment networks. ​Social Work, 53 ​ (4), 347–356. http://ezproxy.simmons.edu:2048/login?url=https://search.ebscohost.com/login.aspx?direct=true&db =ccm&AN=2010061379&site=eds-live&scope=site
(E) Simmons, L. (2004). Community-labor coalitions. In L. Staples (Ed.), ​Roots to power: A manual for grassroots organizing ​ (2nd ed.) (pp. 302–309). Westport, CT: Praeger Press.
CLASS 9 Evaluating and Monitoring Change Objectives/Agenda: 1. Discuss the regulatory process that follows the successful passage of legislation. 2. Learn the importance of evaluating advocacy and ongoing monitoring. 3. Develop an understanding of the implementation of policy changes and changes within organizations.
Required Reading​: (D) Cummins, L. K., Byers, K. V., & Pedrick, L. (2011). ​Policy practice for workers: New strategies for a new era ​ . Allyn & Bacon. ● Chapter 13: Evaluating policy implementation and outcomes.
(D) DiNitto, D. M. (2000).​ ​ Implementing and evaluating social welfare policy: What happens after a law is passed. In ​Social welfare: Politics and public ​ ​policy ​ (Chapter 12, pp. 407–432). Boston, MA: Allyn & Bacon.
(T) Hoefer, R. (2016). ​Advocacy practice for social justice ​ . Chicago, IL: Lyceum Books. ● Chapter 9: Evaluating advocacy. ● Chapter 10: Ongoing monitoring.
Recommended Reading​: (T) Meredith, J. (2000). ​Lobbying on a shoestring: Massachusetts continuing legal education ​ (3rd ed.). ● Chapter 9: Implementation blues.
(T) Rocha, C. J. (2007). ​Essentials of social work policy practice ​ . Wiley. ● Chapter 9: Monitoring the bureaucracy and creating change within organizations.

CLASS 10 Economic Justice and Budget Advocacy
Objectives/Agenda: 1. Utilize the Massachusetts State Budget as a case study for advocacy. 2. Delineate differences between state and federal budgets. 3. Discuss resources to help explore state and federal budgets. 4. Review the importance of social workers advocating for economic justice.

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Required Reading​: (D) Lewis, M. A., & Widerquist, K. (2002). ​Economics for social workers ​ . Columbia University Press. ● Chapter 9: The economics of poverty.
(D) Meredith, J. (2000). ​Lobbying on a shoestring: Massachusetts continuing legal education ​ (3rd ed.). ● Chapter 7: The Committees on Ways and Means and the state budget.

(E) Paquin, G. (1998). The federal budget process: Necessary knowledge for social policy education and practice. ​Journal of Social Work Education, 34 ​ (3), 401–413. http://ezproxy.simmons.edu:2048/login?url=https://search.ebscohost.com/login.aspx?direct=true&db =edsjsr&AN=edsjsr.23043392&site=eds-live&scope=site

CLASS 11 Managing Your Message
Objectives/Agenda: 1. Increase understanding of how to effectively present information to elected officials, affected constituents, and other key players. 2. Learn how to develop effective messages to win a campaign. 3. Develop an understanding of how the media and technology can be used in advocacy.
Required Reading​: (D) Cummins, L. K., Byers, K. V., & Pedrick, L. (2011). ​Policy practice for workers: New strategies for a new era ​ . Allyn & Bacon. ● Chapter 7: The media and public opinion in policy.
(T) Hoefer, R. (2016). ​Advocacy practice for social justice ​ . Chicago, IL: Lyceum Books. ● Chapter 6: Advocating through negotiation and persuasion. ● Chapter 7: Presenting your information effectively. ● Chapter 8: Electronic advocacy.
(D) Lakoff, G. (2004). Framing 101: How to take back public discourse. In ​Don’t think of an elephant: Know your values and frame the debate ​ (pp. 3-24). VT: Chelsea Green.
(T) Rocha, C. J. (2007). ​Essentials of social work policy practice. ​ Wiley. ● Chapter 3: Essentials of effective interpersonal communication and participation. ● Chapter 4: Communicating with the public through the media. ● Chapter 5: Utilizing technology in policy practice.

Recommended Reading: (T) Meredith, J. (2000). ​Lobbying on a shoestring: Massachusetts continuing legal education ​ (3rd ed.). ● Chapter 8: Using the media in a legislative campaign.

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(E) Roberts-DeGennaro, M. (2004). Using technology for grassroots organizing. In L. Staples (Ed.), Roots to power: A manual for grassroots organizing ​ (2nd ed.) (pp. 270–272). Westport, CT: Praeger Press.
(E) Weltman, E. (2004). Media relations. In L. Staples (Ed.), ​Roots to power: A manual for grassroots organizing ​ (2nd ed.) (pp. 264–270). Westport, CT: Praeger Press.
CLASS 12 Pre-Wrap-Up Session Objectives/Agenda: 1. Finalize preparation to give mock testimonies before mock committees in the live session. 2. Students should continue to work on the final paper and the Social Action Reflection Paper (if not yet completed).

Required Readings: (E) Kush, C. (2004). ​The one-hour activist ​ . San Francisco, CA: Jossey/Bass. ● Action 17: Testify at a public hearing. http://library.simmons.edu/record=b2107756~S0
(T) Rocha, C. J. (2007). ​Essentials of social work policy practice ​ (pp. 140–143)​. ​ Wiley.
(E) Kleinkauf, C. (1981). A guide to giving legislative testimony. ​Social Work ​ , ​26 ​ (4), 297-303. http://ezproxy.simmons.edu:2048/login?url=https://search.ebscohost.com/login.aspx?direct=true&db =sih&AN=5272955&site=eds-live&scope=site

CLASS 13 Student Testimony, Part 1
Objectives/Agenda: 1. Completion of mock testimonies before mock committees. 2. Put the finishing touches on your final paper and the Social Action Reflection Paper (if not yet completed).

CLASS 14 Student Testimony, Part 2
Objectives/Agenda: 1. Plan for your social work role as an advocate and social activist. 2. Completion of mock testimonies before mock committees.

REVISION DATE: June 2019

SW590 ~ Midterm Assignment: Social Action Plan ~ Issues & Background Student Name Levels/Criteria Below Expectations Near Expectations Meets Expectations Exceeds Expectations
Comments
I. COMMUNITY NEEDS, GAPS IN SERVICES: A. Introduce and/or client/consumer needs as related to the problem of focus. 1. Discuss community and/or client/consumer needs as related to the problem of focus. B. Discuss gaps in services and/or thinking that contribute to those needs going unmet C. Describe impact of these gaps on community, client or consumer – universal as well as for specific groups

II. FORMAL & INFORMAL POLICIES THAT INFLUENCE ISSUES/CONCERNS: A. Describe current formal, informal, or alternative policies that may be affecting issues/concerns 1. Briefly describe expected impact of policies 2. Highlight current or recent critiques of existing policies B. Describe any differential application of these policies indicating issues of discrimination, oppression or marginalization 1. Discuss recent or current efforts to address these efforts C. Discuss historical roots or context in social work relevant to the social issue you have identified and the presence or absence of a commitment to social change through advocacy at multiple levels

III. THEORIES/THEORETICAL PERSPECTIVES THAT INFORM UNDERSTANDING OF ISSUES OR STRATEGIES OF CHANGE A. Briefly present relevant theories and supporting literature B. Discuss how theories contribute to the issues under consideration C. Discuss how theories inform social action efforts

Levels/Criteria Below Expectations
Near Expectations
Meets Expectations
Exceeds Expectations

Comments
IV. RESEARCH/EMPIRICAL EVIDENCE A. Discuss findings from at least 6 empirical studies (e.g., large scale studies, epidemiological research, best practices, small-scale exploratory studies, evaluations) that may offer information to inform current efforts to address the problem B. Highlight any limitations in this research/evaluation in terms of a universal focus on client/consumer populations or a narrower focus on particular groups

V. BARRIERS AND FACILITATING FACTORS A. Identify key stakeholders in effecting change 1. Identify at least 3 potential allies in your effort. Why would they be selected as allies? 2. What would you ask them to bring to the table? What would their roles be? B. Identify barriers and facilitators to change 1. Identify any potential opposition to your effort. How might they hinder your proposed efforts? 2. What is your contingency plan to manage them? C. Highlight potential strategies or resources that may address potential barriers

VI- PROPOSED SOCIAL ACTION PLAN Considering what you learned thus far, briefly discuss your initial thinking about what sort of social action or organizational change effort you might proposed.

OVERALL: Use of readings & other sources to support ideas
Few or no readings referenced
Inconsistently demonstrates use of course readings & other sources to support ideas
Consistently demonstrates use of course readings & other sources to support ideas
Demonstrates excellent use of course readings & other sources to support ideas

OVERALL: Paper organization Logical flow not present in most or all sections; linkage between sections not clear
Logical flow of ideas inconsistent within sections; linkage between sections not consistently clear
Flow of ideas logical in most sections; linkage between sections moderately clear
Logical flow of ideas; clear linkage between sections

OVERALL: Writing Mechanics Many spelling, grammatical, punctuation errors; sentences are incomplete; use of informal language or slang
Spelling, grammatical, punctuation errors; sentence structure often does not convey intended meaning
Few or no spelling grammatical, punctuation errors; sentence structure generally conveys meaning
No spelling, grammatical, punctuation errors; excellent sentence structure

OVERALL: Use of APA format; appropriate citations
Minimal use of APA citation of references; evidence of intentional plagiarism
Inconsistent use of APA citation of references
Some errors in APA citation of references
Accurate & consistent use of APA citation of references

GRADE:

SW590 Final Assignment ~ Social Action Plan: Proposed Effort Student name Levels/Criteria Below Expectations Near Expectations Meets Expectations Exceeds Expectations Comments
I. SOCIAL ACTION PLAN: A. Describe the issue that you are proposing to address and the goals of your Social Action Plan B. Integrate how the NASW Code of Ethics informs your Social Action Plan C. Present the rationale for the plan, incorporating appropriate support from the literature (e.g., peerrelated journals, texts, and grey literature.

II. STAKEHOLDERS: A. Identification of key stakeholders 1. Identify who the key leaders and opinion makes are in the area you are proposing to change B. Present a stakeholder analysis that explores power differentials 1. Who might be your biggest champion? 2. Who might be your biggest opponent? 3. Describe the power structure within the arena you are trying to change. How might that impact your strategy?

III. SOCIAL ACTION PARTNERS: A. Identify at least 3 potential allies in your proposed effort 1. Why would you select them as allies? 2. What would you ask them to ‘bring to the table’? 3. What would their roles be? 4. Discuss the benefits & disadvantages of each of these allies B. Highlight what information, updates or training these Social Action partners would need. C. Identify potential opposition to your effort. How might they hinder your efforts? What is your contingency plan to ‘manage’ them? D. Discuss the anticipated challenges of working with a coalition

IV. SPECIFIC SOCIAL ACTION PLAN STEPS & FEASIBILITY CONCERNS A. Present with detail the specific Social Action Plan steps or areas of change you intend to take, noting how they are applied at the micro, mezzo, and/or macro level 1. Create a timeline of action for your sa plan B. Highlight feasibility issues (including resources, funding, timing) & indicate how these would be addressed C. Identify your role as change agent. How would you guide this effort and what is your rationale for this role? D. Describe your own social/professional/personal location and the sources of your political/social capital as they relate to your plan

Levels/Criteria Below Expectations
Near Expectations
Meets Expectations
Exceeds Expectations
Comments
V. DIFFERENTIAL IMPACTS THAT MANY AFFECT STAKEHOLDERS A. Discuss anticipated outcomes of your social action plan, if it were implemented. B. Would the anticipated outcomes be consistent across all individuals, groups, or communities? Briefly discuss what differential impacts there may be, should your social action plan be implemented.

VI. SOCIAL, ECONOMIC, ENVIRONMENTAL JUSTICE A. Discuss how the proposed social action effort addresses social, economic, and/or environmental justice.

VII. PROPOSED EVALUATION OF SOCIAL ACTION EFFORT A. Reflecting on the goals of your Social Action Plan, discuss: 1. What efforts, activities, or outcomes are you proposing to evaluate? (What does success look like? How would you be defining success?) 2. What would be the three key messages reflected in your proposed effort? B. Discuss the rationale for selecting this evaluation focus and plan, the resource needed, and its feasibility C. How would you continue to monitor/evaluate the proposed Social Action effort?

VIII. REFLECTION A. Discuss how this assignment has contributed to the development of your identify as a change agent and/or social work leader or contributor B. Discuss the importance of advocacy and social action to enhance rights, benefits, and services for individuals, families or communities that are oppressed or marginalized C. Discuss what you will do next to advance the work of this social action plan.

OVERALL: Use of readings & other sources to support ideas
Few or no readings referenced
Inconsistently demonstrates use of course readings & other sources to support ideas
Consistently demonstrates use of course readings & other sources to support ideas
Demonstrates excellent use of course readings & other sources to support ideas

OVERALL: Paper organization Logical flow not present in most or all sections; linkage between sections not clear
Logical flow of ideas inconsistent within sections; linkage between sections not consistently clear
Flow of ideas logical in most sections; linkage between sections moderately clear
Logical flow of ideas; clear linkage between sections

OVERALL: Writing Mechanics Many spelling, grammatical, punctuation errors; sentences are incomplete; use of informal language or slang
Spelling, grammatical, punctuation errors; sentence structure often does not convey intended meaning
Few or no spelling grammatical, punctuation errors; sentence structure generally conveys meaning
No spelling, grammatical, punctuation errors; excellent sentence structure

OVERALL: Use of APA format; appropriate citations
Minimal use of APA citation of references; evidence of intentional plagiarism
Inconsistent use of APA citation of references
Some errors in APA citation of references
Accurate & consistent use of APA citation of references

• The paper does not approach advocacy from a perspective that uses a logical, scientific, and evidence-based or evidence-informed frameworks for analysis and synthesis toward a social action plan and proposed intervention.

• The proposed social action plan presented in this paper does not clearly reflect an approach that reflects the development, selection, and application of social action skills that address the political and social contexts with the goal of achieving social change

• The paper reflects a poor analysis of social welfare policy development from a social justice perspective which includes resource allocation decisions and gaps in services.

• The proposed social action plan reflects a poor understanding that social action and advocacy works within an ever-changing landscape within political
• The paper approaches advocacy from a perspective that uses in a minimal way logical, scientific, and evidence-based or evidence informed frameworks for analysis and synthesis toward a social action plan and proposed intervention.

• The proposed social action plan presented in this paper reflects a limited approach that reflects the development, selection, and application of social action skills that address the political and social contexts with the goal of achieving social change.

• The paper reflects a limited analysis of social welfare policy development from a social justice perspective which includes resource allocation decisions and gaps in services.

• The proposed social action plan reflects a limited understanding that social action and advocacy works within an ever-changing landscape within political
• The paper approaches advocacy from a perspective that uses in an adequate way logical, scientific, and evidence-based or evidence informed frameworks for analysis and synthesis toward a social action plan and proposed intervention.

• The proposed social action plan presented in this paper reflects an adequate approach that reflects the development, selection, and application of social action skills that address the political and social contexts with the goal of achieving social change.

• The paper reflects an adequate analysis of social welfare policy development from a social justice perspective which includes resource allocation decisions and gaps in services.

• The proposed social action plan reflects an adequate understanding that social action and advocacy works within an ever-changing landscape within political
• The paper approaches advocacy from a perspective that uses in a comprehensive way logical, scientific, and evidence-based or evidence informed frameworks for analysis and synthesis toward a social action plan and proposed intervention.

• The proposed social action plan presented in this paper reflects a comprehensive approach that reflects the development, selection, and application of social action skills that address the political and social contexts with the goal of achieving social change.

• The paper reflects a comprehensive analysis of social welfare policy development from a social justice perspective which includes resource allocation decisions and gaps in services.

• The proposed social action plan reflects a comprehensive understanding that social action and advocacy works within an ever-changing landscape within political

1 Knowledge, Value, Skills, Cognitive and Affective Processes (includes critical thinking, affective reactions, and exercise of judgment
NOTE: ASSIGNMENTS NOT SUBMITTED ARE RATED WITH A ZERO (0)

processes and governmental/organizational policies that affect the social, economic and environmental well-being of individuals, families, communities, and organizations, as well as social work practice itself

• Minimal to no references are provided.
processes and governmental/organizational policies that affect the social, economic and environmental well-being of individuals, families, communities, and organizations, as well as social work practice itself.

• Several references are included with correct APA format, but the total falls under the required number.
processes and governmental/organizational policies that affect the social, economic and environmental well-being of individuals, families, communities, and organizations, as well as social work practice itself.

• The references are correct in number and APA format, and they adequately support the author’s assertions.

processes and governmental/organizational policies that affect the social, economic and environmental well-being of individuals, families, communities, and organizations, as well as social work practice itself.

• The references exceed the required number, are correct in APA format, and they fully support the author’s assertions.
Course Title & number: Social Work Evaluation SW590/FINAL Assignment: Social Action Plan Paper Ratings key 4. Exceeds Expectations: beyond expectations; high degree of competence and proficiency 3. Meets Expectations: solid, average, meets competency (minimum) 2. Near Expectations developing toward competency but work is barely passing or barely demonstrates competency (insufficient, uneven, or superficial understanding) 1. Below expectations: does not meet expectations; student not able to demonstrate basic level of understanding and proficiency 0. Assignment not submitted
Embedded Measure Rubric SW590

• Paper discussions reflect a poor understanding of the effect of historical and current social contexts in the life and lived experiences of individuals, families and communities who are oppressed or marginalized.

• The development of a social action plan presented in the paper represents a poor understanding of social justice principles.

• The paper does not emphasize the important role that advocacy and social action strategies have in enhancing rights, benefits, and services for individuals, families, or communities that are oppressed or marginalized that can be incorporated into practice behaviors and skills and applied at the micro, mezzo, and/or macro level.

• The proposed social action plan reflects a poor or minimal understanding of the social worker’s role as an agent of positive change through critical thinking skills in the areas of social,
• Paper discussions reflect a limited understanding of the effect of historical and current social contexts in the life and lived experiences of individuals, families and communities who are oppressed or marginalized.

• The development of a social action plan presented in the paper represents a limited understanding of social justice principles.

• The paper emphasizes in a limited way the important role that advocacy and social action strategies have in enhancing rights, benefits, and services for individuals, families, or communities that are oppressed or marginalized that can be incorporated into practice behaviors and skills and applied at the micro, mezzo, and/or macro level.

• The proposed social action plan reflects a limited understanding of the social worker’s role as an agent of positive change through critical thinking skills in the areas of social, distributive,
• Paper discussions reflect an adequate understanding of the effect of historical and current social contexts in the life and lived experiences of individuals, families and communities who are oppressed or marginalized.

• The development of a social action plan presented in the paper represents an adequate understanding of social justice principles.

• The paper adequately emphasizes the important role that advocacy and social action strategies have in enhancing rights, benefits, and services for individuals, families, or communities that are oppressed or marginalized that can be incorporated into practice behaviors and skills and applied at the micro, mezzo, and/or macro level.

• The proposed social action plan reflects an adequate understanding of the social worker’s role as an agent of positive change through critical thinking skills in the areas of social, distributive,
• Paper discussions reflect a thorough understanding of the effect of historical and current social contexts in the life and lived experiences of individuals, families, and communities who are oppressed or marginalized. • The development of a social action plan presented in the paper represents a thorough understanding of social justice principles.

• The paper strongly emphasizes the important role that advocacy and social action strategies have in enhancing rights, benefits, and services for individuals, families, or communities that are oppressed or marginalized that can be incorporated into practice behaviors and skills and applied at the micro, mezzo, and/or macro level.

• The proposed social action plan reflects a strong understanding of the social worker’s role as an agent of positive change through enhanced critical thinking skills in the areas of social,

1 Knowledge, Value, Skills, Cognitive and Affective Processes (includes critical thinking, affective reactions, and exercise of judgment distributive, political, environmental, and economic justice.

• Minimal to no references are provided.
political, environmental, and economic justice.

• Several references are included with correct APA format, but the total falls under the required number.

political, environmental, and economic justice.

• The references are correct in number and APA format, and they adequately support the author’s assertions.

distributive, political, environmental, and economic justice.

• The references exceed the required number, are correct in APA format, and they fully support the author’s assertions.
Course Title & number: Social Work Evaluation SW590/FINAL Assignment: Social Action Plan Paper Ratings key 4. Exceeds Expectations: beyond expectations; high degree of competence and proficiency 3. Meets Expectations: solid, average, meets competency (minimum) 2. Near Expectations developing toward competency but work is barely passing or barely demonstrates competency (insufficient, uneven, or superficial understanding) 1. Below expectations: does not meet expectations; student not able to demonstrate basic level of understanding and proficiency 0. Assignment not submitted
Embedded Measure Rubric SW590

Competency Assigned competency
Dimension(s)1
Below Expectations (1)
Near Expectations (2)
Meets Expectations (3)
Exceeds Expectations (4)
C2: Engage Diversity and Difference in Practice Maps to the assignment at #1, 5, 6, 7, 8
Knowledge, Skills, Cognitive/ Affective

• Discussions about an understanding about diversity through multiple factors [including age, race, class color, culture, disability, ethnicity, gender, gender identity and expression, religion, national origin, political ideology, immigrant status, sex and sexual orientation], and how these diversities or differences can influence systems which in turn can affect oppression, poverty, marginalization, and alienation, and support privilege & power are not sufficiently considered throughout the paper.

• The development and design of a social action plan or effort presented in the paper reflects a poor understanding of the IMPACT of the intersectionality of racism, sexism, heterosexism, ageism, ableism, classism and/or other forms of oppression ON policies, human service organizations’ practices and approaches, and funding for services. • The paper demonstrates a poor understanding of the
• Discussions about an understanding about diversity through multiple factors [including age, race, class color, culture, disability, ethnicity, gender, gender identity and expression, religion, national origin, political ideology, immigrant status, sex and sexual orientation], and how these diversities or differences can influence systems which in turn can affect oppression, poverty, marginalization, and alienation, and support privilege & power are considered but in a limited way throughout the paper.

• The development and design of a social action plan or effort presented in the paper reflects a limited understanding of the IMPACT of the intersectionality of racism, sexism, heterosexism, ageism, ableism, classism and/or other forms of oppression ON policies, human service organizations’ practices and approaches, and funding for services. • The paper demonstrates a limited understanding of the professional ethical
• Discussions about an understanding about diversity through multiple factors [including age, race, class color, culture, disability, ethnicity, gender, gender identity and expression, religion, national origin, political ideology, immigrant status, sex and sexual orientation], and how these diversities or differences can influence systems which in turn can affect oppression, poverty, marginalization, and alienation, and support privilege & power are adequately considered throughout the paper.

• The development and design of a social action plan or effort presented in the paper adequately reflects an understanding of the IMPACT of the intersectionality of racism, sexism, heterosexism, ageism, ableism, classism and/or other forms of oppression ON policies, human service organizations’ practices and approaches, and funding for services.

• The paper demonstrates an adequate understanding of the professional ethical
• Discussions about an understanding about diversity through multiple factors [including age, race, class color, culture, disability, ethnicity, gender, gender identity and expression, religion, national origin, political ideology, immigrant status, sex and sexual orientation], and how these diversities or differences can influence systems which in turn can affect oppression, poverty, marginalization, and alienation, and support privilege & power are thoroughly considered throughout the paper.

• The development and design of a social action plan or effort presented in the paper reflects a clear understanding of the IMPACT of the intersectionality of racism, sexism, heterosexism, ageism, ableism, classism and/or other forms of oppression ON policies, human service organizations’ practices and approaches, and funding for services.

• The paper clearly demonstrates an understanding of the

1 Knowledge, Value, Skills, Cognitive and Affective Processes (includes critical thinking, affective reactions, and exercise of judgment.
NOTE: ASSIGNMENTS NOT SUBMITTED ARE RATED WITH A ZERO (0)

professional ethical responsibilities that social workers have in improving the quality of life, through social action and social justice, for individuals, families, and communities who are oppressed or marginalized.

• Minimal to no references are provided.
responsibilities that social workers have in improving the quality of life, through social action and social justice, for individuals, families, and communities who are oppressed or marginalized.

• Several references are included with correct APA format, but the total falls under the required number.

responsibilities that social workers have in improving the quality of life, through social action and social justice, for individuals, families, and communities who are oppressed or marginalized.

• The references are correct in number and APA format, and they adequately support the author’s assertions.

professional ethical responsibilities that social workers have in improving the quality of life, through social action and social justice, for individuals, families, and communities who are oppressed or marginalized.

• The references exceed the required number, are correct in APA format, and they fully support the author’s assertions.
Course Title & number: Social Work Evaluation SW590/FINAL Assignment: Social Action Plan Paper Ratings key 4. Exceeds Expectations: beyond expectations; high degree of competence and proficiency 3. Meets Expectations: solid, average, meets competency (minimum) 2. Near Expectations developing toward competency but work is barely passing or barely demonstrates competency (insufficient, uneven, or superficial understanding) 1. Below expectations: does not meet expectations; student not able to demonstrate basic level of understanding and proficiency 0. Assignment not submitted.

What would happen if services were provided to patients but no payments were received for these services? What specific data would you review in the reimbursement area to know whether changes were necessary?

HCM 345 Final Project Guidelines and Rubric Overview The final project for this course is the creation of a white paper.
Much of what happens in healthcare is about understanding the expectations of the many departments and personnel within the organization. Reimbursement drives the financial operations of healthcare organizations; each department affects the reimbursement process regarding timelines and the amount of money put into and taken out of the system. However, if departments do not follow the guidelines put into place or do not capture the necessary information, it can be detrimental to the reimbursement system.
An important role for patient financial services (PFS) personnel is to monitor the reimbursement process, analyze the reimbursement process, and suggest changes to help maximize the reimbursement. One way to make this process more efficient is by ensuring that the various departments and personnel are exposed to the necessary knowledge.
For your final project, you will assume the role of a supervisor within a PFS department and develop a white paper in which the necessary healthcare reimbursement knowledge is outlined.
The project is divided into three milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality final submissions. These milestones will be submitted in Modules One, Three, and Five.
In this assignment, you will demonstrate your mastery of the following course outcomes:
• HCM-345-01: Analyze the impacts of various healthcare departments and their interrelationships on the revenue cycle • HCM-345-02: Compare third-party payer policies through analysis of reimbursement guidelines for achieving timely and maximum reimbursements • HCM-345-03: Analyze organizational strategies for negotiating healthcare contracts with managed care organizations • HCM-345-04: Critique legal and ethical standards and policies in healthcare coding and billing for ensuring compliance with rules and regulations • HCM-345-05: Evaluate the use of reimbursement data for its purpose in case and utilization management and healthcare quality improvement as well as its impact on pay for performance incentives.

Prompt You are now a supervisor within the patient financial services (PFS) department of a healthcare system. It has been assigned to you to write a white paper to educate other department managers about reimbursement. This includes how each specific department impacts reimbursement for services, which in turn impacts the healthcare organization as a whole. The healthcare system may include hospitals, clinics, long-term care facilities, and more. For now, your boss has asked you to develop a draft of this paper for the hospital personnel only; in the future, there may be the potential to expand this for other facilities.
In order to complete the white paper, you will need to choose a hospital. You can choose one that you are familiar with or create an imaginary one. Hospitals vary in size, location, and focus. Becker’s Hospital Review has an excellent list of things to know about the hospital industry. Once you have determined the hospital, you will need to think about the way a patient visit works at the hospital you chose so you can review the processes and departments involved. There are several ways to accomplish this. Choose one of the following:
• If you have been a patient in a hospital or if you know someone who has, you can use that experience as the basis for your responses. • Conduct research through articles or get information from professional organizations.
Below is an example of how to begin framing your analysis.
A patient comes in through the emergency department. In this case, the patient would be triaged and seen in the emergency department. Think about what happens in an emergency area. The patient could be asked to change into a hospital gown (think about the costs of the gown and other supplies provided). If the patient is displaying signs of vomiting, plastic bags will be provided and possibly antinausea medication. Lab work and possibly x-rays would be done. The patient could be sent to surgery, sent home, or admitted as an inpatient. If he or she is admitted as an inpatient, meals will be provided and more tests will be ordered by the physician—again, more costs and charges for the patient bill. Throughout the course, you will be gathering additional information through your readings and supplemental materials to help you write your white paper.
When drafting this white paper, bear in mind that portions of your audience may have no healthcare reimbursement experience, while others may have been given only a brief overview of reimbursement. The goal of this guide is to provide your readers with a thorough understanding of the importance of their departments and thus their impact on reimbursement. Be respectful of individual positions and give equal consideration to patient care and the business aspects of healthcare. Consider written communication skills, visual aids, and the feasibility to translate this written guide into verbal training.
Specifically, the following critical elements must be addressed:
I. Reimbursement and the Revenue Cycle A. Describe what reimbursement means to this specific healthcare organization. What would happen if services were provided to patients but no payments were received for these services? What specific data would you review in the reimbursement area to know whether changes were necessary? B. Illustrate the revenue cycle using a flowchart tool. Take the patient through the cycle from the initial point of contact through the care and ending at the point where the payment is collected.
C. Prioritize the departments at this specific healthcare organization in order of their importance to the revenue cycle. Support your ordering of the departments with evidence.
II. Departmental Impact on Reimbursement A. Describe the impact of the departments at this healthcare organization that utilize reimbursement data. What type of audit would be necessary to determine whether the reimbursement impact is reached fully by these departments? How could the impact of these departments on pay-forperformance incentives be measured? B. Assess the activities within each department at this healthcare organization for how they may impact reimbursement. C. Identify the responsible department for ensuring compliance with billing and coding policies. How does this affect the department’s impact on reimbursement at this healthcare organization?
III. Billing and Reimbursement A. Analyze the collection of data by patient access personnel and its importance to the billing and collection process. Be sure to address the importance of exceptional customer service. B. Analyze how third-party policies would be used when developing billing guidelines for patient financial services (PFS) personnel and administration when determining the payer mix for maximum reimbursement. C. Organize the key areas of review in order of importance for timeliness and maximization of reimbursement from third-party payers. Explain your rationale on the order. D. Describe a way to structure your follow-up staff in terms of effectiveness. How can you ensure that this structure will be effective? E. Develop a plan for periodic review of procedures to ensure compliance. Include explicit steps for this plan and the feasibility of enacting this plan within this organization.
IV. Marketing and Reimbursement A. Analyze the strategies used to negotiate new managed care contracts. Support your analysis with research. B. Communicate the important role that each individual within this healthcare organization plays with regard to managed care contracts. Be sure to include the different individuals within the healthcare organization. C. Explain how new managed care contracts impact reimbursement for the healthcare organization. Support your explanation with concrete evidence or research. D. Discuss the resources needed to ensure billing and coding compliance with regulations and ethical standards. What would happen if these resources were not obtained? Describe the consequences of noncompliance with regulations and ethical standards.

Milestones
Milestone One: Draft of Reimbursement and the Revenue Cycle In Module One, you will submit a draft of Section I of the final project (Reimbursement and the Revenue Cycle). This milestone will be graded with the Milestone One Rubric. Milestone Two: Draft of Departmental Impact on Reimbursement In Module Three, you will submit a draft of Section II of the final project (Departmental Impact on Reimbursement). This milestone will be graded with the Milestone Two Rubric.
Milestone Three: Draft of Billing, Marketing, and Reimbursement In Module Five, you will submit a draft of Sections III and IV of the final project (Billing and Reimbursement, and Marketing and Reimbursement). This milestone will be graded with the Milestone Three Rubric.
Final Project Submission: White Paper In Module Seven, you will submit your entire white paper. 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. This submission will be graded using the Final Project Rubric. Deliverables
Milestone Deliverable Module Due Grading One Draft of Reimbursement and the Revenue Cycle One Graded separately; Milestone One Rubric Two Draft of Departmental Impact on Reimbursement Three Graded separately; Milestone Two Rubric Three Draft of Billing, Marketing, and Reimbursement Five Graded separately; Milestone Three Rubric Final Project Submission: White Paper Seven Graded separately; Final Project Rubric

Final Project Rubric Guidelines for Submission: This white paper should include a table of contents and sections that can be easily separated for each department area. It should be a minimum of eight pages (in addition to the title page and references). The document should use 12-point Times New Roman font, double spacing, and one-inch margins. Citations should be formatted according to APA style.
Critical Elements Exemplary Proficient Needs Improvement Not Evident Value Reimbursement and the Revenue Cycle: Reimbursement Meets “Proficient” criteria and includes any unique attributes of this specific organization (100%) Comprehensively describes what reimbursement means to this specific healthcare organization (85%) Describes what reimbursement means to a healthcare organization, but description is not comprehensive or is not specific (55%) Does not describe what reimbursement means to a specific healthcare organization (0%) 6.33 Reimbursement and the Revenue Cycle: Revenue Accurately illustrates the revenue cycle using a flowchart (100%) Illustrates the revenue cycle using a flowchart, but illustration is inaccurate or incomplete (55%) Does not illustrate the revenue cycle using a flowchart (0%) 6.33 Reimbursement and the Revenue Cycle: Prioritize Meets “Proficient” criteria, and prioritization demonstrates nuanced insight into departmental influence on the revenue cycle (100%) Prioritizes the departments at this specific healthcare organization in order of importance to the revenue cycle, supporting ordering of departments with evidence (85%) Prioritizes the departments at a healthcare organization in order of importance to the revenue cycle but is not specific to this healthcare organization or does not include support for ordering (55%) Does not prioritize the departments at a healthcare organization in order of importance to the revenue cycle (0%) 6.33 Departmental Impact on Reimbursement: Departments Meets “Proficient” criteria and communicates the impact in a style that adheres to authentic formatting for the business of healthcare (100%) Comprehensively describes the impact of the departments that utilize reimbursement data at this healthcare organization that also influence reimbursement (85%) Describes the impact of the departments that influence reimbursement, but description is not comprehensive or is not specific to this healthcare organization or to departments that utilize reimbursement data (55%) Does not describe the impact of the departments at a healthcare organization that influence reimbursement (0%) 6.33 Departmental Impact on Reimbursement: Activities Meets “Proficient” criteria, and assessment demonstrates keen insight into the relationship between departmental activities and healthcare reimbursement (100%) Assesses the activities within each department at this healthcare organization for how they may impact reimbursement (85%) Assesses the activities within each department at this healthcare organization but does not explicitly link these activities to reimbursement, or assessment is not specific (55%) Does not assess the activities within each department at a healthcare organization for how they may impact reimbursement (0%) 6.33

Departmental Impact on Reimbursement: Responsible Department
Correctly identifies the department responsible for ensuring compliance of billing and coding policies and its impact on reimbursement at this healthcare organization (100%)
Identifies the department responsible for ensuring compliance of billing and coding policies and its impact on reimbursement at this healthcare organization, but identification is incorrect (55%)
Does not identify the department responsible for ensuring compliance of billing and coding policies (0%)
6.33
Billing and Reimbursement: Data
Meets “Proficient” criteria, and analysis demonstrates a nuanced insight into the relationship between patient access personnel’s collection of data and the billing and collection process (100%)
Analyzes the collection of data by patient access personnel and its importance to the billing and collection process, including the importance of exceptional customer service (85%)
Analyzes the collection of data by patient access personnel and its importance to the billing and collection process but does not include the importance of exceptional customer service (55%)
Does not analyze the collection of data by patient access personnel (0%)
6.33
Billing and Reimbursement: ThirdParty Policies
Meets “Proficient” criteria, and analysis demonstrates a keen insight into the relationships between third-party policies, billing guidelines, and payer mix (100%)
Analyzes how third-party policies would be used when developing billing guidelines for PFS personnel and administration when determining the payer mix for maximum reimbursement (85%)
Analyzes how third-party policies would be used but does not apply analysis toward the development of billing guidelines for PFS personnel and administration or toward the determination of the payer mix for maximum reimbursement (55%)
Does not analyze how third-party policies would be used (0%)
6.33
Billing and Reimbursement: Key Areas of Review
Meets “Proficient” criteria, and explanation of key areas of review demonstrates a nuanced insight into reimbursement from thirdparty payers (100%)
Organizes and explains the key areas of review in order of importance for timeliness and maximization of reimbursement from third-party payers (85%)
Organizes and explains the key areas of review in order of importance for timeliness and maximization of reimbursement from third-party payers, but explanation is cursory or illogical (55%)
Does not organize and explain the key areas of review in order of importance for timeliness and maximization of reimbursement from third-party payers (0%)
6.33
Billing and Reimbursement: Structure
Meets “Proficient” criteria and demonstrates creativity in the structure identified (100%)
Describes a way to structure follow-up staff in terms of effectiveness and explains rationale for effectiveness (85%)
Describes a way to structure follow-up staff in terms of effectiveness but does not explain rationale for effectiveness (55%)
Does not describe a way to structure follow-up staff in terms of effectiveness (0%)
6.33
Billing and Reimbursement: Plan
Meets “Proficient” criteria and demonstrates ingenuity in the review process (100%)
Develops a plan for periodic review of procedures to ensure compliance, including explicit steps and the feasibility of enacting the plan (85%)
Develops a plan for periodic review of procedures to ensure compliance but does not include explicit steps or does not include the feasibility of enacting the plan (55%)
Does not develop a plan for periodic review of procedures to ensure compliance (0%)
6.33

Marketing and Reimbursement: Strategies
Meets “Proficient” criteria, and research includes specific examples applicable to negotiation strategies (100%)
Analyzes the strategies used to negotiate new managed care contracts, supporting analysis with research (85%)
Analyzes the strategies used to negotiate new managed care contracts but does not support analysis with research (55%)
Does not analyze the strategies used to negotiate new managed care contracts (0%)
6.33
Marketing and Reimbursement: Communicate
Meets “Proficient” criteria and communicates this in a manner that would be motivational for the individual (100%)
Communicates the important role that each individual within this healthcare organization plays with regard to managed care contracts, including the different types of individuals within the organization (85%)
Communicates the important role that each individual within this healthcare organization plays with regard to managed care contracts but does not include the different types of individuals within the organization (55%)
Does not communicate the important role that each individual within this healthcare organization plays with regard to managed care contracts (0%)
6.33
Marketing and Reimbursement: Contracts
Meets “Proficient” criteria and includes enough information to make informed decisions on accepting the contract (100%)
Explains how new managed care contracts impact reimbursement for the healthcare organization, including support for explanation with concrete evidence or research (85%)
Explains how new managed care contracts impact reimbursement for the healthcare organization but does not include support for explanation with concrete evidence or research (55%)
Does not explain how new managed care contracts impact reimbursement for the healthcare organization (0%)
6.33
Marketing and Reimbursement: Compliance
Meets “Proficient” criteria and includes details such as how often the resources should be updated to stay current with regulations (100%)
Comprehensively discusses the resources needed to ensure billing and coding compliance with regulations and ethical standards (85%)
Discusses the resources needed to ensure billing and coding compliance with regulations and ethical standards, but discussion is not comprehensive (55%)
Does not discuss the resources needed to ensure billing and coding compliance (0%)
6.33
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 (100%)
Submission has no major errors related to citations, grammar, spelling, syntax, or organization (85%)
Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas (55%)
Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas (0%)
5.05
Earned Total 100%

Demonstrate ability to clearly communicate and present your analysis and findings in both written and oral presentation forms articulating your work and findings in the class.

This course ( E C O N G U 4 9 1 3 ) is a senior level course on specific topics in Economics and Finance. The purpose of this seminar is to study some topics in Sustainable Economics and Finance/Investing using current empirical researches in the area. In this seminar, topics that are covering Environmental, Social, and Governance (ESG) indicators, both at macroeconomics and micro-levels will be covered. Topics on ESG include:

1. Environmental Issues: • Macro – level : Environmental and Resource Economics, Ecology, Supply and demand of environmental goods and services, pollution, climate change, so on. • Micro – level : Environmental and Resource Economics, Ecology, Supply and demand of environmental goods and services, pollution, climate change, portfolio selection based on Environmental indicators so on. 2. Social Issues: • Macro – level: Social justice with respect to poverty, income/gender/racial inequality, access to health care, education, housing, financial services, and so on. • Micro – level: Micro aspects of Social justice with respect to poverty, income inequality, access to health care, education, housing, financial services, portfolio selection based on Social indicators and/or Socially Responsible Investing (SRI). 3. Governance Issues: • Macro – level : The macroeconomic impact of good governance, political stability, economic systems, regulatory effectiveness/environment, policy environment, political system, taxation, and so on. • Micro – level : The microeconomic impact of good governance at firm level, political stability, economic systems, regulatory effectiveness/environment, policy environment, political system, taxation, and so on. In addition, we consider the portfolio selection procedure/impact of some governance indicators.

Most of the students’ research topics in the past as well as the journal articles that we were presenting and discussing were largely focused on topics such as corporate social responsibility,
COURSE AND INSTRUCTOR INFORMATION
COURSE DESCRIPTION:
Sustainable investing, performance of companies that pay attention to sustainability indicators, such as diversity in management/board, worker’s happiness, and pollution/environmental issues, will be covered. In particular, questions like: 1) Do companies that pay attention to sustainability (triple-bottom line) outperform others or the market portfolio? 2) Can welfare be enhanced if Environmental, Social, and Governance (ESG) investing is followed? 3) Does resource scarcity in the long run imply companies to follow ESG based investing? 4) Does social pressure lead to ESG based resource allocation? and so on.

ECON UN3211: Introduction to Microeconomics ECON UN3213: Introduction to Macroeconomics ECON UN3412: Introduction to Econometrics.

After studying this course, you will be able to: • Goal 1: Understand contemporary topics of Sustainable Economics and Investing.

o Demonstrate understanding of and ability to apply theories of sustainability.

o Develop a basic understanding of ESG criteria for making investment decisions. o Articulate and present current and past literature that focus on sustainability and related investment strategies globally.
• Goal 2: Produce high quality complete research paper on any topics of ESG based Investing. o Demonstrate ability to identify important sources (i.e., of data, related literature, and materials) that will be used in your paper. o Analyze these data, literature and materials that you identify and gather to conduct a research on your selected topics.

o Demonstrate ability to clearly communicate and present your analysis and findings in both written and oral presentation forms articulating your work and findings in the class.

1. Textbooks (Recommended) • Ramian and Gregoriou (2016).
Handbook of Environmental and Sustainable Finance .
Elsevier Inc. UK. • Matthew W. Sherwood (2019) Responsible Investing: An Introduction to Environmental, Social, and Governance Investments . Routledge. 1st Edition. • Peter Camejo (2002). The SRI Advantage: Why Socially Responsible Investing Has Outperformed Financially? New Society Publisher. • Paul Herman, Jessica Skylar, and Gayle Keck (2010). The HIP Investor: Make Bigger Profits by Building a Better World Hardcover . Wiley: John Wiley & Sons, Inc. • Amy Domini (2001). Socially Responsible Investing: Making a Difference and Making Money . Dearborn Trade, a Kaplan Professional Company. • Morgan Simon (2017). Real Impact: The New Economics of Social Change . Hachette Book Group.
PREREQUISITS:
2. Articles • See below under the selected Topics for reading.

COURSE FORMAT
This course will have two major parts. These are workshop and research. Regarding the first part, I will allocate the first 4 – 5 weeks to discuss some topics on ESG based economic/financial resource allocation. In these 4 -5 weeks, I will discuss some important articles/book chapters/ that need to be considered in order to expose you to the area of ESG or SRI based investment. As any type of workshop, it is you (students) who will determine the quality of each session. My task will be facilitating the discussion and guiding it towards the desired outcome. So, towards this end, students are required to select and present articles on related economic issues from journals (see the list of articles for reading at the end), newspapers, books, and other sources that are related to the main theme of the course. Students are also expected to participate constructively in class and for that each student should read all the required/assigned materials, write reflective essays on them, and present or turn them in on time.

As for the research part of the course, since this is a senior seminar course, you are required to produce and turn in your final research paper no later than 12:00 PM on Monday, May 11, 2020. The paper should be 15 – 20 pages in length and must have some data to answer a specific research question(s) on the ESG related topics. Econometric analysis is highly encouraged as it is one of the prerequisites for this course. That is, the type of your research should mainly be quantitative research (i.e., theoretical or empirical). However, in situations where by you select an interesting research topic but there is no data for you to conduct empirical research, you will be allowed to do a qualitative research. In order to make it easier and clear for all of you, I break your research activities by topics and dates. See the tentative timetable below in the final project sections and due dates table.

EXAMINATIONS AND GRADING

Your grade will be based on article presentations that are assigned to you, class participation and discussions, reflective journals, company profile report, research proposal and final research project/essay. It will be specifically as follows:

Article Presentation: 10% (5% for the first article and 5% for presenting your selected article) Reflective Essays (2-page article reflection for every article you read (present & discuss)): 10% ESG Company Profile: 10% (You are expected to select at least three companies of your choice and assess and rank them based on ESG criteria) OR Social Impact and Sustainable Finance Project: 10% (See the detailed instruction below) Attendance, Class Participation, and Discussions: 10% Research Proposal: 10% Final Research Paper: 50%

Article Presentation:
This article/book chapter presentation is 10% of your grade and it will be a semester long process. This is an individual assignment in which each student will be assigned at least one article or a chapter of a book (from the above listed class material) and each of you are also expected to select one of your own articles that is related to your research topic to present it in class. The assigned student is expected to critically read the material and present in the class. For each article presentation, there will be another student who will be assigned as a discussant. The responsibilities of the discussants are 1) read the article assigned, 2) discuss the article and ask the presenters questions and 3) write a reflective essay on the article s/he discusses.

Reflective Journals/Essays: Please note that these papers are 15% of your final grade.

Each student will write a two-page reflective essay on the articles or book chapters that are assigned as a reading assignment or discussion topics. The Reflective Essay will be evaluated based on the following contents:

Description: Identify the main objective(s) of the material and what are its contributions? Your description needs to have: a) the thesis, main point or main concept of the material that the author is trying to communicate in simple one or two sentences; and b) your summary of the major ideas supporting or criticizing the thesis and the author’s argument. •
Analysis: Analyze the material’s major strengths, weaknesses, and limits of its theses and argument. •
Reflect/Apply: What did this material mean to you? How can you apply it to real life situation, understanding or experience? What questions, issues, disagreements were raised for you? How can it be improved?

Attendance, Class Participation, and Discussion:
Attendance and participation will be 10% of your total grade. I will prepare and bring a class participation sheet in each class period or I will take note on individuals that are participating in each class. At the end of the semester each student must have his/her name on that participation sheet or note. If you are missing a class (excused or unexcused), you will be writing a one-page report that demonstrate you talk to your friends or classmates and you are catching up on what you missed in class on that particular day. If you fail to do so, I will deduct penalty points from the total attendance and participation points. However, if you miss onethird or more of this class times, you will
automatically fail in this class and I transfer “F” to the registrar’s office as your final course grade.

Final Research Proposal:

Note that this paper is 10% of your final grade. The main goal of this proposal is to encourage students to formulate a clear and researchable economic problem, review related literature, identify data sources and appropriate methods of data analysis.

1.) You are to choose a topic in Sustainable Economics and Finance (i.e., something similar to the suggested topics list) and then get your topic approved before you start conducting research on your approved topic. [Turn in your topic by 02/10/2020]

2.) Use your approved topic to write a 3 – page proposal. The proposal must be double spaced, have approximately 1-inch margins, and use a 10- or 12-inch font. The paper will be graded as follows:

Clear definition/explanation of the research question 40 Significance of the research 20 Idea Originality 20 Data sources and proposed method 20 Total Points 100

Social Impact and Sustainable Finance Project:

Please note that this paper is 10% of your final grade.

This is to give you and your group an opportunity to think about, research on, and come up with a solution to one or more of today’s wicked challenges. These challenges are social, environmental, and governance related problems. These problems are significant enough to be addressed by the current system, that is, if solving these problems were easy and profitable, either governments or corporations could have tackled them long time ago. No one has solved them because the current profit-maximization and individual utility-maximization system is not attractive or conducive for local or multinational corporations to come up with a workable model to address them or many individuals to think about them as the driving cause for life. Most of the courses that you have been and will be taking are not designed to help you work on a project that encourage you to follow your heart, passion, and calling in changing the community and your world with little or no financial rewards at all. For this project, your idea is evaluated by how much environmental, social, and good-governance impact it may have in your village, town, community, state, country or world.

Towards this end, you are encouraged to research a given social problem that you have been thinking about, has personally affected you, your family, friends, and community, and propose a workable solution for it. At this stage, your idea/solution need not be perfect but a little bit different (out of the box) and plausible. Your proposed solution for the problem you researched can be a new business that either directly addresses and tackles the problem or indirectly by using its proceeds to tackle the problem. It can also be a policy change (i.e., through advocacy work), bringing different stakeholders together to address the issue or work with donors or philanthropists in the area to direct their resources for the good of the society. If your idea affects many people in the community, that would be a huge success. However, if your idea is helping even a single person’s life that is still a big success and it needs scaling. I strongly recommend you not to be afraid to be bold, unorthodox, propose out of the ordinary idea, challenge the status quo, and change the current wisdom/system as long as your idea is the best idea to change lives for the better. Do not also be afraid to propose changes that are distributive for the existing social norms and widely accepted practices, as there is no such
6
thing as perfect norm, perfect system, perfect practice or business model. If it were perfect, it could have solved the problems that you will be working on.

The specific instruction for this particular assignment is as follows:

1. If you prefer, form a group of 2 – 3 students for this project; 2. Select the wicked problem in which you may find passion, meaning, and calling; 3. Conduct a detail research on the selected problem (i.e., support evidence for the rationale why you selected this problem, the significance of its effect and how it affects your community); 4. Propose a solution for your selected social challenge preferably in the form of a new “start-up” or “business” so that its main focus is to generate enough resources to tackle your particular social problem; and 5. Write a (social) business plan for your “start-up” idea. At this stage, I do not expect you to write a perfect business plan but it serves you as practice for the many business plans you will be writing both during your school years and beyond. For this assignment, I am very much interested in your idea (i.e., proposed solution) than the quality of your business plan. If your idea is among the few that are worth pursuing, you may work on it further individually or as a group. If successful, you may be working on your own start-up idea both as a student and beyond instead of searching for jobs in the job market after your graduation.

I wish you a very Good Luck and please do not be afraid to try something new that is worth trying and even fail. Although, evidence shows that more than 50% of new start-ups fail within the first 5 years of their existence, it should not prevent you from trying.

Final Research Paper:

This paper is worth 50% of the final grade. You are expected to complete a research paper of 15 – 20 pages (double-spaced; about 5000 words not including charts, tables, and references). The basic outline will be the as follows:

• First 1-2 pages should introduce the issue and how it matters in contemporary economics. In this section of your project, you need to discuss the background of your research problem as to why it is important and also clearly define the purpose/aim/objective of your chosen topic.

• The next 1-2 pages should discuss the significance of your research, its scope and limitations as to which aspect of the topic will not be addressed in your study, and some preliminary results of your research.

• The next 4-8 pages should discuss how economists have analyzed this topic. What is the framework that economists used to assess this issue? What conclusions have been reached? What disagreements remain? This is primarily a literature review.

• The next 1- 2 pages should discuss what type of data is required? How it will be collected? From which sources it will be gathered? Why this particular information is needed in your
7
research? And present some descriptive statistics of your gathered data (i.e., graphs, tables, means, variance etc.)

• The next 1- 2 pages should discuss what type of data analysis method is required? Why this particular method is needed for your research? And how can this method be used in the context of your research? What are you testing by using this model/method?

• The next1 -2 pages should explain what kind of data transformation or changes have been used before data analysis? Why were these transformations needed? What is the purpose of using a particular data or transformed data in line with your paper’s objectives?

• The next 2 – 5 pages should discuss the main findings of your analysis and answer your research topic (i.e., economic problem) that you selected to address. How is your result different or similar from previously done similar papers? What is your main new finding or contribution regarding your research topic?

• The final 1 -2 pages will conclude the paper and forward some policy recommendation based on your findings.

• References cited in the paper should follow standard modes of citation.

FINAL PROJECT SECTIONS AND DUE DATES

ECONGU 4913 SENIOR SEMINAR PROJECT Item Description Deadline TURN IN YOUR TOPIC TURN IN YOUR PROPOSAL INTRODUCTION LITERATURE REVIEW DATA AND METHODOLOGY PRELIMENARY RESULT RESULT DISCUSSION
CONCLUSION
FINAL DRAFT

Make-up Examination Policy: There is no make-up for this course.
Course Expectations: There is an attendance policy for the course. I may not take attendance in every class as it is an upper level class and also due to time constraint, but consistent attendance is strongly.
recommended for good performance in this course. Failure to attend class regularly affects your performance. Attendance and participation are an integral part of the learning process, and success in this course cannot be achieved by simply reading the text. I will also present material in class that will not be found elsewhere.

During each class students are expected to avoid carrying on private conversations, reading newspapers or working on assignments from other courses. In addition, you are also expected to turn off your lap tops, cell phones, tablets, pagers, and PDAs prior to entering class unless we need them in class for the purpose of this course as determined by me. You may be asked to leave the classroom if these policies are violated or I’ll deduct points from your overall score.

Statement on Academic Integrity:
As all classes in the University, the Honor Code established by the students of Columbia University will be effective in this class as well. If any student is found violating academic integrity, that is cheating, plagiarizing, and committing other academic dishonesty, cannot be tolerated and actions will be taken by me as well as school Deans will be notified. For details of
student’s honor code see http://bulletin.columbia.edu/generalstudies/undergraduates/gs-honor-pledge/.

Basic Rules for this Course:

1. Always come to class prepared to learn and participate in class 2. Always ask questions when you don’t understand something 3. Always challenge yourself to do your best in this course 4. Always show respect for everyone in the class – classmate, TAs, the professor, and YOURSELF. 5. Always keep academic honesty and integrity by affirming the honors code. 6. Attempt to attend all recitations and office hours by TAs in order to get additional help.

ODS Accommodations:
If you are a student with a disability and have a DS-certified ‘Accommodation Letter’ please notify me at least 2 weeks prior to the test dates listed above.

For further information and resources on ODS accommodations, please refer to statement
online at http://www.college.columbia.edu/rightsandresponsibilities.

Month Date Topics/Activities/Due dates Remark Welcome, Syllabus, Introduction
Topic 1: Introduction to Research Method in Economics
Topic 2: Economics and Sustainability Turn in your selected topic
Topic 3: Sustainability through the lenses of economic and financial valuation
Topic 4: How Sustainability affects accounting, profitability, and Investing? Introduction to ESG Based Investing 1 Page Proposal is due
Round 1: Article #1, #2, #3, & #4,
Round 1: Article #5, #6, #7, & #8, Introduction + Literature
Round 1: Article #9, #10, #11, & #12, Spring Break – No Class
Round 1: Article #13, #14, #15, & #16 Data collection + Method
Your selected + Update: Article #1, #2, #3, #4, & #5,
Your selected + Update: Article #6, #7, #8, #9, #10, & #11 Preliminary Results
Your selected + Update: Article #12, #13, #14, #15, & #16
Final Paper #1, #2, #3, #4, Result Discussion
Final Paper #5, #6, #7, & #8
Final Paper #9, #10, #11, & #12, Conclusion
Final Paper #13, #14, #15, & #16 Final Paper Due by 12:00 PM

Describe the differential diagnostic approach for a mental health disorder co-occurring with substance use with strong support from scholarly sources.

Assessment of Addiction and Co-Occurring Disorders.

For this assignment, use the selected case study (Ji-woo) and analyze assessment tools that would support the diagnostic process for both the substance use and mental health issues presented.

Meet Ji-woo

Ji-woo is a 19-year-old woman of Korean decent. She was born in South Korea and moved to the United States with her parents when she was 2 years old. She has many relatives in the United States including aunts, uncles and cousins, but her grandparents and some other extended family members remain in the Korea. She visited them every couple years while growing up and often stayed for several weeks at a time. Ji-woo’s parents describe her as a happy child who was able to enjoy time with friends and family on two continents. Unfortunately, this changed after Ji-woo was in a car accident last summer.

 

The Accident

Ji-woo was enjoying a high school graduation celebration with friends at a nearby park when the accident occurred. The car in which she was traveling struck a tree at a high rate of speed causing the car to careen into the woods. Ji-woo suffered severe injuries to her back and legs that required multiple surgeries, but her family felt lucky that she survived as one of Ji-woo’s friends died of her injuries the night of the accident.

 

Ji-woo Struggles with Opiates

As Ji-woo struggled to recover from the accident, she came to rely upon opiate medications that were initially prescribed to help manage her pain. As weeks passed, her physical injuries healed, but she found that the numbing sensation that the opiates provided helped block the pain associated with the loss of her friend and memories of the accident. When her physician refused to refill her prescription, Ji-woo found contacts through a mutual friend who could supply the pills for a price. She found they helped her sleep and gave her a warm feeling that helped her act like her old self. Whenever the pills ran out, she found the memories of the accident became worse and popped into her head when she had quiet moments to herself. She has had some thoughts of hurting herself when she questions why her friend died yet she survived, but with the relief of the pills, she has been able to push those thoughts away.

 

Ji-woo’s Family Interviens

When she was physically well enough to travel, Ji-woo’s grandparents invited her to visit because they were anxious to see her. To everyone’s shock, she refused to travel to the Korea. One of her cousins suggested that it might be because Ji-woo couldn’t get enough pain pills to be away that long. This alarmed Ji-woo’s parents who did not know how or where she could be getting the pills. Searching Ji-woo’s room, they found plastic vials tucked in odd places some empty and some with pills. At their insistence, Ji-woo agreed to meet with a counselor to help explore how she was really handling the accident.

Assignment Instructions

  • Consider scholarly literature for your selected assessment to analyze the level of appropriateness of the tool to assess clients from diverse backgrounds.
    • Selects appropriate diagnostic assessment tools for both substance use and mental health issues, including additional assessments that can be eliminated as being inappropriate.
    • Analyzes the selected tools’ applicability to diverse populations including a clear rationale for the selected tools.
  • Include information that would be needed to formulate a differential diagnosis.
    • Describe the differential diagnostic approach for a mental health disorder co-occurring with substance use with strong support from scholarly sources.
  • Formulate a provisional diagnosis following the DSM-5 criteria using the assessment template provided including a concise summary.
    • Analyzes the advantages and disadvantages of a family systems approach for assessment of a substance use disorder (SUD).
  • Follow the template to address client strengths, challenges, and level of care.
    • Formulates a detailed provisional diagnosis on the assessment template based upon current DSM criteria that includes descriptions of client strengths and challenges.
    • Presents a summary of the assessment process noting the limitations and outstanding issues requiring further exploration.

Evaluate the leadership qualities and skills that will be most important to successfully implementing a strategic plan and sustaining strategic direction.

  • Develop a 5–10-year strategic plan for achieving specific health care quality and safety improvements, based on the analysis you completed in Assessment 1. Use either an AI approach or your SWOT analysis and a chosen strategic planning model.

Note: Each assessment in this course builds on the work you completed in the previous assessment. Therefore, you must complete the assessments in this course in the order in which they are presented.

SHOW LESS

Evaluation of strategic choices is important. The methods for selecting strategic alternatives help leaders organize significant issues to support decision making. However, it is important that the techniques do not make the decision. Rather, leaders should use the techniques to reveal the inherent situation and to organize their thought processes. This assessment provides you with an opportunity to evaluate and apply some of the techniques for successful strategy development and implementation.

By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria:

  • Competency 1: Evaluate qualities and skills that promote effective leadership within health care organizations.
    • Evaluate the leadership qualities and skills that will be most important to successfully implementing a strategic plan and sustaining strategic direction.
  • Competency 2: Apply strategies to lead high-performing health care teams to meet organizational quality and safety goals.
    • Develop strategic goal statements and outcomes that support the achievement of specific quality and safety improvements for a care setting.
    • Justify the relevance of proposed strategic goals and outcomes in relation to the mission, vision, and values of a care setting.
  • Competency 3: Apply cultural, ethical, and regulatory considerations to leadership decision making.
    • Analyze the extent to which strategic goals and outcomes address the use of technology and the ethical, cultural, and regulatory environments.
  • Competency 4: Integrate leadership and health care theories into the role of the nurse leader.
    • Explain how relevant leadership and health care theories will be used to help achieve proposed strategic goals and objectives.
  • Competency 5: Communicate with stakeholders and constituencies to build collaborative partnerships and create inclusive work environments.
    • Communicate analyses clearly and in a way that demonstrates professionalism and respect for stakeholders and colleagues.
    • Integrate relevant and credible sources of evidence to support assertions, correctly formatting citations and references using APA style.
Competency Map

CHECK YOUR PROGRESSUse this online tool to track your performance and progress through your course.

Questions to Consider

As you prepare to complete this assessment, you may want to think about other related issues to deepen your understanding or broaden your viewpoint. You are encouraged to consider the questions below and discuss them with a fellow learner, a work associate, an interested friend, or a member of your professional community. Note that these questions are for your own development and exploration and do not need to be completed or submitted as part of your assessment.

Strategic planning models aid in setting goals, establishing time frames, and forging a path toward achieving those goals. Consider the strategic planning models you are familiar with:

  • Which model would you choose to create goals and outcomes that could address the area of concern you identified in your Assessment 1 SWOT analysis?
  • Why is this model the best choice among alternatives?
  • How does goal setting through appreciative inquiry provocative propositions differ from goal setting in the strategic planning model you selected?

Resources

Suggested Resources

The resources provided here are optional. You may use other resources of your choice to prepare for this assessment; however, you will need to ensure that they are appropriate, credible, and valid. The MSN-FP6210: Leadership and Management for Nurse Executives Library Guide can help direct your research, and the Supplemental Resources and Research Resources, both linked from the left navigation menu in your courseroom, provide additional resources to help support you.

Strategic Planning
  • Centers for Disease Control and Prevention. (2017). Influenza (flu). Retrieved from http://www.cdc.gov/flu/
  • Centers for Disease Control and Prevention. (2016). National pandemic strategy. Retrieved from http://www.cdc.gov/flu/pandemic-resources/national-strategy/index.html
  • Center for Public Health Systems Sciences. (2012). Strategic planning. Retrieved from https://sustaintool.org/understand/#strategic-planning
    • Provides information on strategic planning and links to additional resources.
  • Honigsbaum, M., & Blower, P. (2014). How pandemics spread – Mark Honigsbaum[Video]. Retrieved from http://ed.ted.com/lessons/how-pandemics-spread
  • de Paula Rodríguez Perera, F., & Peiró, M. (2012). Strategic planning in healthcare organizationsRevista Española de Cardiologia65(8), 749–754. Retrieved from https://www.revespcardiol.org/en-pdf-S188558571200182X

SHOW LESS

Leadership
Suggested Writing Resources

·         Assessment Instructions

Note: You will use your care setting environmental analysis as the basis for developing your strategic plan in this assessment.

Preparation

The feedback you received on your care setting environmental analysis has been positive. Consequently, you have been asked to select one of the potential improvement projects you noted in your analysis and create a full, 5–10-year strategic plan to achieve the desired quality and safety improvement outcomes. You will develop your strategic plan, using either an AI approach (addressing the design stage), or by building on your SWOT analysis and applying a strategic planning model of your choice.

How you structure your plan should be based on whether you are taking an appreciative inquiry approach or using a specific strategic planning model. Regardless of the approach you choose, the requester of the plan has asked that you address the key points outlined below in the strategic plan requirements. In addition, your plan should be 5–8 pages in length.

Note: Remember, you can submit all, or a portion, of your draft plan to Smarthinking for feedback before you submit the final version for this assessment. However, be mindful of the turnaround time for receiving feedback, if you plan on using this free service.

Requirements

Note: The requirements outlined below correspond to the grading criteria in the scoring guide, so at a minimum, be sure to address each point. In addition, you are encouraged to review the performance level descriptions for each criterion to see how your work will be assessed.

Writing, Supporting Evidence, and APA Style
  • Write clearly, with professionalism and respect for stakeholders and colleagues.
  • Integrate relevant sources of evidence to support your assertions.
    • Cite at least 3–5 sources of scholarly or professional evidence.
  • Format your document using APA style. An APA Style Paper Template and associated tutorial, linked in the Resources, are provided for your use. Be sure to include:
    • A title page and reference page. An abstract is not required.
    • A running head on all pages.
    • Appropriate section headings.
    • Properly formatted citations and references.
  • Proofread your writing to minimize errors that could distract readers and make it more difficult to focus on the substance of your analysis.

Strategic Plan

  • Develop strategic goal statements and outcomes that reflect specific quality and safety improvements for your care setting. You should have at least one short-term goal (just-in-time to one year) and one long-term goal (five years or longer).
    • Determine realistic timelines for achieving your goals.
    • Explain how your short-term goals support your long-term goals.

Note: For plans based on an AI approach, the goal statements and outcomes are provocative propositions that may be refinements of the positive, yet attainable, goals that you proposed during the dream phase of your inquiry. For plans based on a SWOT analysis, the goal statements and outcomes are specific, measurable, and applicable to the area of concern in your analysis for which you proposed pursuing improvements.

  • Justify the relevance of your proposed strategic goals and outcomes in relation to the mission, vision, and values of your care setting.
  • Analyze the extent to which your strategic goals and outcomes, and your approach to achieving them, address:
    • The ethical environment.
    • The cultural environment.
    • The use of technology.
    • Applicable health care policies, laws, and regulations.
  • Explain, in general, how you will use relevant leadership and health care theories to help achieve your proposed strategic goals and outcomes.
    • Consider whether different theories are more applicable to the short-term or long-term goals of your strategic plan.
  • Evaluate the leadership qualities and skills that are most important to successfully implementing your proposed plan and sustaining strategic direction.
    • Identify those leadership qualities and skills that are essential to achieving your goals and outcomes and sustaining strategic direction.
    • Identify those leadership qualities and skills that will have the greatest effect on the success of your plan.

 

Based on the report you compiled for your boss, describe the Bhopal Union Carbide plant malfunction you analyzed and which method you selected to complete your assessment.

Based on the report you compiled for your boss, describe the Bhopal Union Carbide plant malfunction you analyzed and which method you selected to complete your assessment. Include why you decided this was the most applicable method for the malfunction and your primary recommendation for correcting the malfunction.

Develop a 5–10-year strategic plan for achieving specific health care quality and safety improvements.

  • Develop a 5–10-year strategic plan for achieving specific health care quality and safety improvements, based on the analysis you completed in Assessment 1. Use either an AI approach or your SWOT analysis and a chosen strategic planning model.

Note: Each assessment in this course builds on the work you completed in the previous assessment. Therefore, you must complete the assessments in this course in the order in which they are presented.

SHOW LESS

Evaluation of strategic choices is important. The methods for selecting strategic alternatives help leaders organize significant issues to support decision making. However, it is important that the techniques do not make the decision. Rather, leaders should use the techniques to reveal the inherent situation and to organize their thought processes. This assessment provides you with an opportunity to evaluate and apply some of the techniques for successful strategy development and implementation.

By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria:

  • Competency 1: Evaluate qualities and skills that promote effective leadership within health care organizations.
    • Evaluate the leadership qualities and skills that will be most important to successfully implementing a strategic plan and sustaining strategic direction.
  • Competency 2: Apply strategies to lead high-performing health care teams to meet organizational quality and safety goals.
    • Develop strategic goal statements and outcomes that support the achievement of specific quality and safety improvements for a care setting.
    • Justify the relevance of proposed strategic goals and outcomes in relation to the mission, vision, and values of a care setting.
  • Competency 3: Apply cultural, ethical, and regulatory considerations to leadership decision making.
    • Analyze the extent to which strategic goals and outcomes address the use of technology and the ethical, cultural, and regulatory environments.
  • Competency 4: Integrate leadership and health care theories into the role of the nurse leader.
    • Explain how relevant leadership and health care theories will be used to help achieve proposed strategic goals and objectives.
  • Competency 5: Communicate with stakeholders and constituencies to build collaborative partnerships and create inclusive work environments.
    • Communicate analyses clearly and in a way that demonstrates professionalism and respect for stakeholders and colleagues.
    • Integrate relevant and credible sources of evidence to support assertions, correctly formatting citations and references using APA style.
Competency Map

CHECK YOUR PROGRESSUse this online tool to track your performance and progress through your course.

Questions to Consider

As you prepare to complete this assessment, you may want to think about other related issues to deepen your understanding or broaden your viewpoint. You are encouraged to consider the questions below and discuss them with a fellow learner, a work associate, an interested friend, or a member of your professional community. Note that these questions are for your own development and exploration and do not need to be completed or submitted as part of your assessment.

Strategic planning models aid in setting goals, establishing time frames, and forging a path toward achieving those goals. Consider the strategic planning models you are familiar with:

  • Which model would you choose to create goals and outcomes that could address the area of concern you identified in your Assessment 1 SWOT analysis?
  • Why is this model the best choice among alternatives?
  • How does goal setting through appreciative inquiry provocative propositions differ from goal setting in the strategic planning model you selected?

Resources

Suggested Resources

The resources provided here are optional. You may use other resources of your choice to prepare for this assessment; however, you will need to ensure that they are appropriate, credible, and valid. The MSN-FP6210: Leadership and Management for Nurse Executives Library Guide can help direct your research, and the Supplemental Resources and Research Resources, both linked from the left navigation menu in your courseroom, provide additional resources to help support you.

Strategic Planning
  • Centers for Disease Control and Prevention. (2017). Influenza (flu). Retrieved from http://www.cdc.gov/flu/
  • Centers for Disease Control and Prevention. (2016). National pandemic strategy. Retrieved from http://www.cdc.gov/flu/pandemic-resources/national-strategy/index.html
  • Center for Public Health Systems Sciences. (2012). Strategic planning. Retrieved from https://sustaintool.org/understand/#strategic-planning
    • Provides information on strategic planning and links to additional resources.
  • Honigsbaum, M., & Blower, P. (2014). How pandemics spread – Mark Honigsbaum[Video]. Retrieved from http://ed.ted.com/lessons/how-pandemics-spread
  • de Paula Rodríguez Perera, F., & Peiró, M. (2012). Strategic planning in healthcare organizationsRevista Española de Cardiologia65(8), 749–754. Retrieved from https://www.revespcardiol.org/en-pdf-S188558571200182X

SHOW LESS

Leadership
Suggested Writing Resources

·         Assessment Instructions

Note: You will use your care setting environmental analysis as the basis for developing your strategic plan in this assessment.

Preparation

The feedback you received on your care setting environmental analysis has been positive. Consequently, you have been asked to select one of the potential improvement projects you noted in your analysis and create a full, 5–10-year strategic plan to achieve the desired quality and safety improvement outcomes. You will develop your strategic plan, using either an AI approach (addressing the design stage), or by building on your SWOT analysis and applying a strategic planning model of your choice.

How you structure your plan should be based on whether you are taking an appreciative inquiry approach or using a specific strategic planning model. Regardless of the approach you choose, the requester of the plan has asked that you address the key points outlined below in the strategic plan requirements. In addition, your plan should be 5–8 pages in length.

Note: Remember, you can submit all, or a portion, of your draft plan to Smarthinking for feedback before you submit the final version for this assessment. However, be mindful of the turnaround time for receiving feedback, if you plan on using this free service.

Requirements

Note: The requirements outlined below correspond to the grading criteria in the scoring guide, so at a minimum, be sure to address each point. In addition, you are encouraged to review the performance level descriptions for each criterion to see how your work will be assessed.

Writing, Supporting Evidence, and APA Style
  • Write clearly, with professionalism and respect for stakeholders and colleagues.
  • Integrate relevant sources of evidence to support your assertions.
    • Cite at least 3–5 sources of scholarly or professional evidence.
  • Format your document using APA style. An APA Style Paper Template and associated tutorial, linked in the Resources, are provided for your use. Be sure to include:
    • A title page and reference page. An abstract is not required.
    • A running head on all pages.
    • Appropriate section headings.
    • Properly formatted citations and references.
  • Proofread your writing to minimize errors that could distract readers and make it more difficult to focus on the substance of your analysis.

Strategic Plan

  • Develop strategic goal statements and outcomes that reflect specific quality and safety improvements for your care setting. You should have at least one short-term goal (just-in-time to one year) and one long-term goal (five years or longer).
    • Determine realistic timelines for achieving your goals.
    • Explain how your short-term goals support your long-term goals.

Note: For plans based on an AI approach, the goal statements and outcomes are provocative propositions that may be refinements of the positive, yet attainable, goals that you proposed during the dream phase of your inquiry. For plans based on a SWOT analysis, the goal statements and outcomes are specific, measurable, and applicable to the area of concern in your analysis for which you proposed pursuing improvements.

  • Justify the relevance of your proposed strategic goals and outcomes in relation to the mission, vision, and values of your care setting.
  • Analyze the extent to which your strategic goals and outcomes, and your approach to achieving them, address:
    • The ethical environment.
    • The cultural environment.
    • The use of technology.
    • Applicable health care policies, laws, and regulations.
  • Explain, in general, how you will use relevant leadership and health care theories to help achieve your proposed strategic goals and outcomes.
    • Consider whether different theories are more applicable to the short-term or long-term goals of your strategic plan.
  • Evaluate the leadership qualities and skills that are most important to successfully implementing your proposed plan and sustaining strategic direction.
    • Identify those leadership qualities and skills that are essential to achieving your goals and outcomes and sustaining strategic direction.
    • Identify those leadership qualities and skills that will have the greatest effect on the success of your plan.