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7 – 8 narrated PowerPoint presentation slides, which excludes cover page and references, and your 2-3-page memo to the COO (with references)

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Project 3 Start Here
Once you’ve read the scenario below, get started by going to Step 1.
The day after you hand in your organizational analysis, you notice the following headline in the
business section in the news: “Employees Accused of Stealing from Company.” Apparently, a group
of employees who worked for a company similar to yours was routinely lying on their expense
reports, claiming—and getting reimbursed for—personal expenditures, including Caribbean trips and
four-star restaurants.
You nearly spit out your coffee when you read this. You work in the same sector! After doing your
organizational analysis, you feel like you have a good grasp on the mission and values of your
company, and you’d be very surprised such behavior was tolerated. This article, however, still
makes you wonder about your industry as whole.
Once you get to your office, you discover that you aren’t the only one interested in this story;
everyone is buzzing about it. As soon as you drop your stuff in your cube, you see a message from
the COO’s assistant: the COO, Kate Lindsay, wants to see you this afternoon. Why does Kate want
to see you? Kate is very high in the organizational “food chain.”
You head to Kate’s office. As you sit down, Kate lives up to her reputation for being focused and
direct and immediately launches into what she has to say, “You must have heard about the expense
report scandal at our competitor’s organization. We need to ensure that the same thing is not
happening here.” She continues, “I came to this organization because I considered it to be among
the best – are we?” She begins ticking off questions on her fingers: “How can we be sure what we
believe and say matches what we actually do? How can we be sure we don’t have a culture and
climate that are viewed as unethical and unhealthy? Do we put enough emphasis on ethical and
caring behavior in our decisions and our actions?”
She pauses before going on. “I’m new to this position and to this sector in general. I’m clearly
responsible and accountable for the climate, culture, and ethical behavior in this organization. We
need to be concerned about these issues, and I need your help figuring out where we stand and
what, if anything, we should be doing differently.” Your help? You look at her expectantly.
She answers your implied question, “I read your organizational analysis last night, and I was enough
impressed with it that I think you could handle this particular task. I’m an engineer by training, and
I’m methodical, thorough, and detailed,” Kate says, before adding, “This report needs to reflect
+my—and, more importantly, this organization’s—careful and thoughtful approach to these issues.
So even though organizational culture, climate, and ethics may seem like ‘soft’ issues, I expect
strong critical thinking and an evidence-based report. I don’t just want opinions. It might help to
imagine yourself as an independent consultant we are counting on for both expertise and
She glances at her phone. “I have a meeting in two minutes.” She stands up. “I really need your best
thinking and good advice on this in three weeks. Talk to my assistant about making an appointment
to see me then, and have 15-minute PowerPoint presentation ready along with a brief memo
summarizing your points,” she says, “Also, I trust you understand this is a matter that needs to be
kept between us.” She looks at you squarely: “I don’t want to learn my questions and concerns have
become the subject of general discussions in the office.” “Absolutely!” You say, with confidence, as
Kate heads out of her office. Then she turns around, “Oh, and I want to see some of your work-inprogress as you do this project. Talk to my assistant about that as well.”
You return to your desk thrilled that the COO has shared her concerns and asked you for your input.
You have so many ideas and lots of questions—but you also realize you are going to need to
proceed without all the information you would ideally love to have. You know you will need to rely
only on publicly available information and not go poking around in confidential work files or asking
others in your office for input or advice.
How will you tackle this project? What evidence will you use to inform your understanding and
strengthen your analysis? What will you tell your COO next Wednesday?
Step 1: Organizing Your Work
The first thing you should do is review the following:

the description of the final deliverable
instructions on how to create a narrated PowerPoint presentation
the rest of the Steps to Completion for this project
After you have a good idea of the scope of work for this project, consider how you will approach an
analysis of your own organization.

First, review these brief guidelines about conducting research on your organization.
Please discuss with your instructor any limiting factors you may encounter as you write this
report. After you’ve discussed these issues with your instructor, if you believe it’s best for you
to research an organization other than your own, please read the guidelines about using an
outside organization.
As you plan to complete this project consider the following:

the information you need
how to get that information
allocating appropriate time to each step
and any other project management factors that may seem relevant
Keep the final deliverable (see link above) in mind as you complete the project.
Step 2: Collect and Analyze Resources
Before beginning your research in business and management journals, however, there are some
preliminary readings you should complete to help you develop a broad understanding of the key
theories, concepts, and ideas that are relevant for this project.

organizational behavior
organizational culture
organizational climate
business ethics (organizational ethics)
As you read about each of the key concepts for this project — organizational culture, organizational
climate, and business/organizational ethics — think about the implications for industries and
organizations such as yours and for their leaders. Jot down ideas and questions you will need to
research further in order to develop the expertise required to complete this project successfully.
When undertaking your research for your presentation recall what you learned about good graduatelevel research practices in PRO 600. Be sure to consult with your professor if and when you have
questions about the strategy and process you plan on using to find good resources for this project.
Once you have completed your reading and library research for this project, apply what you have
learned to your organization, looking for:

any publicly available policies and procedures that provide helpful insights into how ethical
conduct and desired organizational behaviors are managed
any nonconfidential sources where your CEO or other leaders may have written or spoken
about these topics
Step 3: Independent Research
As you did for the situation audit, adopt the perspective of an outside consultant when working on
this report. This will increase your objectivity as you examine your own company. The COO, Kate
Lindsay, absolutely needs objectivity with this subject.

Independently research (as a consultant would) the concepts of organizational culture,
climate, and ethics
Determine the consequences of organizational culture, climate, and ethics to your
organization’s operations. Would legal measures (employment laws) need to be used to reshape the culture, climate or ethics of the organization? If so, what impact would that have
on the workforce?
Step 4: Annotated Resource List

Create an annotated resource list (creating an annotated bibliography) of four key articles or
sources dealing with culture, climate, and ethics that will be used in your memo and
presentation. One of the four annotated resources can deal with the impact of employment
laws on organizational culture, climate, and ethics.
Keep in mind that the quality of the resource matters in determining the quality of the memo
and the quality of the presentation (e.g., a well-researched study or article by an
acknowledged authority published in a peer-reviewed academic journal is primary research
and would outrank an interpretation of the same academic content as published in a
newspaper column or summarized in a magazine, trade journal, or internet source — even
where such secondary sources contain quotes from the original author’s work or attribute
their interpretation to that material.)
When Step 4 is complete, submit your annotated resources list for review and feedback.
Submission for Project 3:
Annotated Resource List
Step 5: Final Deliverable: Narrated
Submit your 7 – 8 narrated PowerPoint presentation slides, which excludes cover page and
references, and your 2-3-page memo to the COO (with references) in the drop box below.
Before you submit your assignment, review the competencies below, which your instructor will use to
evaluate your work. A good practice would be to use each competency as a self-check to confirm
you have incorporated all of them in your work.

2.1: Identify and clearly explain the issue, question, or problem under critical consideration.
2.2: Locate and access sufficient information to investigate the issue or problem.
2.3: Evaluate the information in a logical and organized manner to determine its value and
relevance to the problem.
2.4: Consider and analyze information in context to the issue or problem.
2.5: Develop well-reasoned ideas, conclusions or decisions, checking them against relevant
criteria and benchmarks.
5.1: Develop constructive resolutions for ethical dilemmas based on application of ethical
theories, principles and models.
9.3: Apply the principles of employment law for ethical practices and risk mitigation.
Submission for Project 3: Final Ethics
Presentation and Memo

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