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Assessing and Diagnosing Patients With Mood Disorders

Schizophrenia and Other Psychotic Disorders; Medication-Induced Movement Disorders

Accurately diagnosing depressive disorders can be challenging given their periodic and, at times, cyclic nature. Some of these disorders occur in response to stressors and, depending on the cultural history of the client, may affect their decision to seek treatment. Bipolar disorders can also be difficult to properly diagnose. While clients with a bipolar or related disorder will likely have to contend with the disorder indefinitely, many find that the use of medication and evidence-based treatments have favorable outcomes.

• Consider what history would be necessary to collect from this patient.
• Consider what interview questions you would need to ask this patient.
• Identify at least three possible differential diagnoses for the patient. 

Complete and submit your Comprehensive Psychiatric Evaluation, including your differential diagnosis and critical-thinking process to formulate a primary diagnosis. Incorporate the following into your responses in the template:

• Subjective: What details did the patient provide regarding their chief complaint and symptomology to derive your differential diagnosis? What is the duration and severity of their symptoms? How are their symptoms impacting their functioning in life? 
• Objective: What observations did you make during the psychiatric assessment?  
• Assessment: Discuss the patient’s mental status examination results. What were your differential diagnoses? Provide a minimum of three possible diagnoses with supporting evidence, listed in order from highest priority to lowest priority. Compare the DSM-5-TR diagnostic criteria for each differential diagnosis and explain what DSM-5 criteria rules out the differential diagnosis to find an accurate diagnosis. Explain the critical-thinking process that led you to the primary diagnosis you selected. Include pertinent positives and pertinent negatives for the specific patient case.
• Reflection notes: What would you do differently with this client if you could conduct the session over? Also include in your reflection a discussion related to legal/ethical considerations (demonstrate critical thinking beyond confidentiality and consent for treatment!), health promotion and disease prevention taking into consideration patient factors (such as age, ethnic group, etc.), PMH, and other risk factors (e.g., socioeconomic, cultural background, etc.).

 

Training Title 134 Name: Mrs. Patricia Warren

Gender: female Age: 42 years old Background: Patricia was brought in under a emergency evaluation order after her best friend, Felicia, after the police for Patricia locking herself in a closet and screaming loudly for over an hour. EMS was able to calm her with a small dose of Ativan enroute to the emergency department. This is Patricia’s third presentation to the emergency room in 2 weeks. She had one psychiatric hospitalization around this same last year. No self-harm behaviors but has assaulted other in the past. No hx of TBI. Sleeps 1–2-hour increments for total of 6 hrs. daily, refuses to sleep at night. Refused vitals, wt., refuses labs, not cooperative. She obtains SSDI. She lives in Cameron, Montana. She denies ever using any drugs and drinks one glass wine weekly. She has a sister who is five years older, both parents deceased in the last three years. She has no children, her husband is out of town, truck driver. Family history includes that her father had two previous inpatient psychiatric hospitalizations for paranoia Mother had history of bipolar depression. Paternal grandmother had “shock therapy”. Denies history of trauma experience, but her friend reports parents death was extremely difficulty for Patricia. no current legal charges. dropped out of high school in 11th grade, was pregnant and had abortion. allergies: Clozaril

FYI: she is very fidgeting during intake interview; avoid eyes contact

00:00:10[sil.] 

00:00:15UNKNOWN Hi, Mrs. Warren, nice to see you again. How are you doing? 

00:00:20Warren You’re with them. 

00:00:20UNKNOWN Pardon me. 

00:00:25Warren I know you are. But you won’t tell me, people like you never do. 

00:00:30UNKNOWN I’m not sure that I follow. 

00:00:30Warren Sure. They dumb just like everybody else. We’re on to you. 

00:00:40UNKNOWN Who do you mean by we? 

00:00:45Warren Mm-hmm. 

00:00:45UNKNOWN You are not going to tell me? 

00:00:50Warren I don’t need to tell you. You have eyes and ears planted everywhere. 

00:00:55UNKNOWN Everywhere meaning other places away from the hospital… 

00:01:00Warren Everywhere, enough set. 

00:01:00UNKNOWN Let me make sure I understand. Are you saying you feel that I or someone else has been spying on you? 

00:01:05Warren I don’t feel that. I know it. You and your people had… I don’t need to explain it, you already know. 

00:01:15UNKNOWN You feel safe here in the emergency department? 

00:01:20Warren There’s nowhere that is safe. Don’t pretend like there is. 

00:01:30END TRANSCRIPT 

 

Important

Informal blogs, internet posts and websites that are not part of a scholarly review process. This includes popular hospital websites (such as MayoClinic.org), Patient facing websites with information designed for the patient, not the provider (such as WebMD, Healthline and MedicineNet, among many others), and UptoDate.com. Information should not be utilized from UptoDate.com since all information is a synthesis of the most up to date literature available. If you wish to use information from UpToDate, use the original sources, not the UpToDate website.

 Another student’s work. Regardless of where it is obtained, the use of another student’s written work is never appropriate. This includes use of another student’s work as a “reference”, or exemplar assignment. Templates and examples are often provided in the classroom. If they are not and you would like one, please request this from your instructor.

 

Criteria	Ratings	Pts
This criterion is linked to a Learning OutcomeCreate documentation in the Comprehensive Psychiatric Evaluation Template about the patient you selected. In the Subjective section, provide: • Chief complaint• History of present illness (HPI)• Past psychiatric history• Medication trials and current medications• Psychotherapy or previous psychiatric diagnosis• Pertinent substance use, family psychiatric/substance use, social, and medical history• Allergies• ROS	20 to >17.0 pts Excellent The response throughly and accurately describes the patient’s subjective complaint, history of present illness, past psychiatric history, medication trials and current medications, psychotherapy or previous psychiatric diagnosis, pertinent histories, allergies, and review of all systems that would inform a differential diagnosis. 17 to >15.0 pts Good The response accurately describes the patient’s subjective complaint, history of present illness, past psychiatric history, medication trials and current medications, psychotherapy or previous psychiatric diagnosis, pertinent histories, allergies, and review of all systems that would inform a differential diagnosis. 15 to >13.0 pts Fair The response describes the patient’s subjective complaint, history of present illness, past psychiatric history, medication trials and current medications, psychotherapy or previous psychiatric diagnosis, pertinent histories, allergies, and review of all systems that would inform a differential diagnosis, but is somewhat vague or contains minor innacuracies. 13 to >0 pts Poor The response provides an incomplete or inaccurate description of the patient’s subjective complaint, history of present illness, past psychiatric history, medication trials and current medications, psychotherapy or previous psychiatric diagnosis, pertinent histories, allergies, and review of all systems that would inform a differential diagnosis. Or, subjective documentation is missing.	20 pts
This criterion is linked to a Learning OutcomeIn the Objective section, provide:• Physical exam documentation of systems pertinent to the chief complaint, HPI, and history• Diagnostic results, including any labs, imaging, or other assessments needed to develop the differential diagnoses.	20 to >17.0 pts Excellent The response thoroughly and accurately documents the patient’s physical exam for pertinent systems. Diagnostic tests and their results are thoroughly and accurately documented. 17 to >15.0 pts Good The response accurately documents the patient’s physical exam for pertinent systems. Diagnostic tests and their results are accurately documented. 15 to >13.0 pts Fair Documentation of the patient’s physical exam is somewhat vague or contains minor innacuracies. Diagnostic tests and their results are documented but contain minor innacuracies. 13 to >0 pts Poor The response provides incomplete or inaccurate documentation of the patient’s physical exam. Systems may have been unnecessarily reviewed, or, objective documentation is missing.	20 pts
This criterion is linked to a Learning OutcomeIn the Assessment section, provide:• Results of the mental status examination, presented in paragraph form.• At least three differentials with supporting evidence. List them from top priority to least priority. Compare the DSM-5-TR diagnostic criteria for each differential diagnosis and explain what DSM-5-TR criteria rules out the differential diagnosis to find an accurate diagnosis. Explain the critical-thinking process that led you to the primary diagnosis you selected. Include pertinent positives and pertinent negatives for the specific patient case.	25 to >22.0 pts Excellent The response thoroughly and accurately documents the results of the mental status exam…. Response lists at least three distinctly different and detailed possible disorders in order of priority for a differential diagnosis of the patient in the assigned case study, and it provides a thorough, accurate, and detailed justification for each of the disorders selected. 22 to >19.0 pts Good The response accurately documents the results of the mental status exam…. Response lists at least three distinctly different and detailed possible disorders in order of priority for a differential diagnosis of the patient in the assigned case study, and it provides an accurate justification for each of the disorders selected. 19 to >17.0 pts Fair The response documents the results of the mental status exam with some vagueness or innacuracy…. Response lists at least three different possible disorders for a differential diagnosis of the patient and provides a justification for each, but may contain some vaguess or innacuracy. 17 to >0 pts Poor The response provides an incomplete or inaccurate description of the results of the mental status exam and explanation of the differential diagnoses. Or, assessment documentation is missing.	25 pts
This criterion is linked to a Learning OutcomeReflect on this case. Discuss what you learned and what you might do differently. Also include in your reflection a discussion related to legal/ethical considerations (demonstrate critical thinking beyond confidentiality and consent for treatment!), social determinates of health, health promotion and disease prevention taking into consideration patient factors (such as age, ethnic group, etc.), PMH, and other risk factors (e.g., socioeconomic, cultural background, etc.).	10 to >8.0 pts Excellent Reflections are thorough, thoughtful, and demonstrate critical thinking. 8 to >7.0 pts Good Reflections demonstrate critical thinking. 7 to >6.0 pts Fair Reflections are somewhat general or do not demonstrate critical thinking. 6 to >0 pts Poor Reflections are incomplete, inaccurate, or missing.	10 pts
This criterion is linked to a Learning OutcomeProvide at least three evidence-based, peer-reviewed journal articles or evidenced-based guidelines that relate to this case to support your diagnostics and differential diagnoses. Be sure they are current (no more than 5 years old).	15 to >13.0 pts Excellent The response provides at least three current, evidence-based resources from the literature to support the assessment and diagnosis of the patient in the assigned case study. The resources reflect the latest clinical guidelines and provide strong justification for decision making. 13 to >11.0 pts Good The response provides at least three current, evidence-based resources from the literature that appropriately support the assessment and diagnosis of the patient in the assigned case study. 11 to >10.0 pts Fair Three evidence-based resources are provided to support assessment and diagnosis of the patient in the assigned case study, but they may only provide vague or weak justification. 10 to >0 pts Poor Two or fewer resources are provided to support assessment and diagnosis decisions. The resources may not be current or evidence based.	15 pts
This criterion is linked to a Learning OutcomeWritten Expression and Formatting—Paragraph development and organization:Paragraphs make clear points that support well-developed ideas, flow logically, and demonstrate continuity of ideas. Sentences are carefully focused—neither long and rambling nor short and lacking substance. A clear and comprehensive purpose statement and introduction are provided that delineate all required criteria.	5 to >4.0 pts Excellent A clear and comprehensive purpose statement, introduction, and conclusion are provided that delineate all required criteria. …Paragraphs and sentences follow writing standards for flow, continuity, and clarity. 4 to >3.5 pts Good Purpose, introduction, and conclusion of the assignment are stated, yet they are brief and not descriptive. …Paragraphs and sentences follow writing standards for flow, continuity, and clarity 80% of the time. 3.5 to >3.0 pts Fair Purpose, introduction, and conclusion of the assignment is vague or off topic. … Paragraphs and sentences follow writing standards for flow, continuity, and clarity 60%-79% of the time. 3 to >0 pts Poor No purpose statement, introduction, or conclusion were provided. … Paragraphs and sentences follow writing standards for flow, continuity, and clarity less than 60% of the time.	5 pts
This criterion is linked to a Learning OutcomeWritten Expression and Formatting—English writing standards: Correct grammar, mechanics, and punctuation	5 to >4.0 pts Excellent Uses correct grammar, spelling, and punctuation with no errors 4 to >3.0 pts Good Contains a few (one or two) grammar, spelling, and punctuation errors 3 to >2.0 pts Fair Contains several (three or four) grammar, spelling, and punctuation errors 2 to >0 pts Poor Contains many (≥ five) grammar, spelling, and punctuation errors that interfere with the reader’s understanding	5 pts
Total Points: 100

 

For your first assignment, you will research how to evaluate stocks as an investment option and complete a company analysis using the provided template. You will start by selecting two companies to determine how free cash flow impacts their growth potential. Then you will select three competitors in the same industry to perform a company analysis. The point of this assignment is to practice finding and analyzing company financial information.

Instructions

Gather the Financials information.

1. Access D&B HooversLinks to an external site. to search for companies by industry.
   1. Select domestic public companies at SEC.govLinks to an external site.
      1. Use the 10K annual report as indicated below or from the company’s website under investor relations.
2. Access the U.S. Securities and Exchange CommissionLinks to an external site. to access your selected companies’ financial filings.
   1. Select the Filings Tab and Company Filing Search in the drop-down menu to search for publicly traded companies.
      1. Enter the selected company in the search engine to locate the required financial information to complete the Company and Stock Analysis template Download Company and Stock Analysis template. (or)
   2. Search for a Company’s Corporate Website and locate the link for investors to locate the required information to complete the Company and Stock Analysis template Download Company and Stock Analysis template.
3. Review the Income Statement, Balance Sheet, and Statement of Cash Flows to gather the information that you need to complete the Company and Stock Analysis template Download Company and Stock Analysis template.

Complete the Company Analysis in the Company and Stock Analysis template.Download Company and Stock Analysis template.

Note: Select the correct tab (Company Analysis) at the bottom of the Excel document.

1. Determine the free cash flow for the last two most recent years for the two companies.
   1. Select one company on each of the two different domestic (U.S.) stock exchanges to review.
      1. Free cash flow is defined as cash flow from operations minus capital expenditures.
2. Explain how a company’s free cash flow affects its growth potential.
   1. Include the inferences you can draw from a company’s free cash flow.
3. Complete the Company Analysis section including the Industry and the names of the three companies.
4. Complete the Income Statement section for each company’s Total Revenue, Gross Profit, Net Income, and/or EBITDA.
   1. Net Income is a generally accepted accounting principle (GAAP).
5. The Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is not GAAP, because it usually presents more favorable numbers.
6. Complete the Balance Sheet section for each company’s Total Assets, Total Liabilities, and Total Stockholder’s Equity.
7. Calculate the following three ratios for each company and enter the results in the template (the formulas to calculate the ratios are provided in the template).
   1. Debt-to-Equity Ratio.
   2. Gross Margin.
   3. Operating Margin.
      1. Please list the figures used for the calculation of each ratio.
8. Calculate the following ratios for each company using the 10k annual report and enter the results in the template (the formulas to calculate the ratios are provided in the template).
   1. Profitability ratios.
   2. Efficiency ratios.
   3. Leverage ratios.
   4. Liquidity ratios.
9. Discuss three takeaways or an analysis of what you have learned about each company based on their financial data.
   1. Include at least one paragraph for each company in the Template.

For help with research, writing, and citation, access the library or review library guides. You can also use the Notes to the Financial Statements that appear after the financial statements in the Annual (10K) Report, or you can use Management’s Discussion and Analysis in the Annual (10K) Report.

 Religious, Cultural, Spiritual Beliefs, History Taking, Physical Exam, & Documentation Strategies

Case 1

• 76-year-old Black/African-American male with disabilities living in an urban setting.
• Adolescent Hispanic/Latino boy living in a middle-class suburb

Answer the following questions.  Please be specific and relate your questions to your specific case.

1-What are the barriers to interpersonal communication?

2-What are the procedures and examination techniques that you will use during the physical exam of your patient?

3-Describe the Subjective, Objective, Assessment, Planning (S.O.A.P.) approach for documenting patient data and explain what they are.

 Your initial post should be at least 500 words, formatted and cited in the current APA style with support from at least 3 academic sources.

 Due Wednesday Oct 16 at 11:59pm

In this first course assignment, you will create a description of your selected company that includes trends, strategic positioning, distribution channels, and a SWOT analysis. You’ve already begun this assignment in your discussions.

In the Week 1 discussion, you chose a company and created a description and mission statement for it. In this assignment, you will need to revise your selected company’s description and mission statement based on the feedback you received and any changes you would like to make.

Likewise, in the Week 2 discussion, you began work on your SWOT (strength, weakness, opportunity, threat) matrix. Your task in this assignment is to revise your SWOT matrix based on the feedback you received and to summarize the key learnings from your SWOT matrix.

Reminders and Notes

• Before beginning this assignment, you may find it helpful to review textbook Chapter 3, “Making Your Plan Compelling.” This chapter provides useful information about how to organize the information in your business plan.
• Your chosen company will operate within a 100-mile radius of your home address. Your goal is to reach $1 million in sales by the end of the second year.
• Be sure to follow the guidelines below.
  • For-Profit Startup Company Guidelines. [DOCX]Download For-Profit Startup Company Guidelines. [DOCX]

Use the template below to complete this assignment:

• Assignment 1 – Company Description and SWOT Analysis Template. [DOCX]Download Assignment 1 – Company Description and SWOT Analysis Template. [DOCX]

Requirements

The specific requirements for this assignment are to write a 3–5 page paper in which you:

1. Describe your company:
   • Specify the company name and explain why you think it is a good name for your business.
   • Describe the product or service your company is selling and provide a list of the options offered. (see week 1 discussion)
   • Provide the final version of your mission statement in quotation marks (you worked on this in the week 1 discussion).
2. Describe at least three trends in your specific industry, focusing on a particular type of product or service you will sell.
   • Provide industry information such as the size and growth rate for the overall industry and for the specific product or service on which you are focusing and any other relevant industry information.
   • Search the Strayer Library, industry associations, and reliable websites for recent data.
3. Select the strategic position from the course textbook (pages 146–147) (that you believe is the best one) for your chosen company and justify your selected strategic position.
   • Explain how you will implement your strategy to distinguish your product or service from the competition.
   • Consult Chapter 9, “Strategic Position & Risk Assessment,” of your textbook for help in crafting this portion of your business plan.
4. Describe the company’s distribution channels you selected.
   • Provide the rationale for your selection.
   • Use the following sample questions to select distribution channels:
     • Will you sell your product in grocery stores, restaurants, or sports venues?
     • Will you sell your product online or as a subscription?
     • Where will the service be offered?
5. Complete the SWOT analysis
   • Insert the final version of your SWOT matrix (Revise your week 2 version based on feedback).
   • Summarize the key learnings from your Matrix (how can you use some of the strengths to pursue opportunities, what weaknesses should you focus on as a priority, what contingency plans should you develop for some of the threats you identified, etc.)

RESEARCH PROPOSAL FORM – ABERTAY MBA PROGRAM

Note: The Research Proposal will be the foundation of the research work being undertaken by the student. The Proposal will be approx. 1500 words; the distribution of word count for each section is given below against each section title. The research plan, annotated bibliography, timelines and the references will not be included in the word count.

You will write your answers in this given sheet itself.

1. Project (research topic) Title

Provide a concise and clear title of the research project work being undertaken by you.

2. Introduction (300 words)

Provide a brief introduction to your research topic, giving out the business company/ industry overview, including the issues/ problems prevalent in the organization/ concerned industry/ sector.

(a) Give out the aim of the research project, objectives and the research questions of your project work.

3. Background and Purpose of the Research (600 words)

A research background is the context and background information that provides a basis for understanding the research problem. It includes the history of the topic, related research, and other relevant information that helps to explain why the research is being conducted. You must refer to at least 10-12 good sources of literature, out of which at least 6-8 or more should be references from recognized academic publications found in peer reviewed articles/ journals.

4. Research question (or statement of the problem for consultancy-based projects)

A research question pinpoints exactly what you want to find out in your work. A good research question is essential to guide your research paper in the right direction.

5. Overview of the Research Design (400 words)

(a) Give out your research philosophy, research approaches and the methodology you will follow to conduct the research.

(b) Give out the methods of collecting your primary data, discuss the population and sampling methods you will use, by justifying the same.

(c) Discuss ethics, reliability and validity measures you are going to adopt in your research work.

6. Limitations of the research design (200 words)

The limitations in research are the constraints in design, methods or even researchers’ limitations that affect and influence the interpretation of your research’s ultimate findings.

Appendix to the Research Proposal

1. Research plan and timelines of thesis submission

(a) Please provide a plan of stages of your research development and thesis writing, with a timeline of proposed goals for your program.

(b) Your timelines should include your plan right from the preparatory stage, to writing the various chapters of the dissertation, to the final write up and submission of the project.

(c) The timelines should be put in tabular form and a Gantt chart made for the same thereafter.

2. Annotated Bibliography of planned reading

(a) Please provide references/ bibliography as per the Harvard Referencing System format.

(b) It must contain good quality references from at least 10-12 journals/ articles and other credible sources.

3. Consents/ Ethical Approval

Attach the approved Ethical Approval form.

For this Case Assignment, you will develop a project management plan based on the company you selected to create in Module 1.

The basic processes of project planning are typically:

1. Identify the goal of the project.
2. Map out the scope.
3. Develop an outline or plan.
4. Share this initial idea with your team.
5. Finalize your plan.
6. Use a Gantt chart to keep things organized.
7. Distribute your project management plan.
8. Hold a project postmortem.

However, for this assignment, the project management plan for your chosen business will contain steps 1‑3 (in bold above). Follow those three steps as discussed in the following resource:

Ciccarelli, D. (n.d.). How to create a project management plan (step by step). https://www.goskills.com/Project-Management/Resources/How-to-create-a-project-management-plan

Conduct research of your own in these areas and provide some details that you think are appropriate for these sections of your project management plan. There are many examples of project management plans online, so you can use one as an example to follow.

Keys to the Assignment

• Your paper should be 4-5 pages long (not including title and reference pages).
• Use at least 2 peer-reviewed academic resources from the Trident Online Library about concepts covered in this assignment.
• Explain your content using terminology and concepts introduced in this module.
• Cite all sources and provide a reference list using APA format.

Submit your paper to the dropbox by the due date for this module.

For instruction on writing papers, citing sources, proper referencing, and so forth, use Trident University’s Introduction to APA-7th Edition.

NOTE: You will need this assignment in Module 4 when you put your entire Business Plan together, so when your paper is graded, be sure to make any corrections noted on the graded submission.

Assignment Expectations

Your paper will be evaluated using the criteria as stated in the Case rubric. The following is a review of the rubric criteria:

• Assignment-Driven: Does the paper fully address all aspects of the assignment? Is the assignment addressed accurately and precisely using sound logic? Does the paper meet minimum length requirements?
• Critical Thinking: Does the paper demonstrate graduate-level analysis, in which information derived from multiple sources, expert opinions, and assumptions has been critically evaluated and synthesized in the formulation of a logical set of conclusions? Does the paper address the topic with sufficient depth of discussion and analysis?
• Business Writing: Is the essay logical, well organized and well written? Are the grammar, spelling, and vocabulary appropriate for graduate-level work? Are section headings included? Are paraphrasing and synthesis of concepts the primary means of responding, or is justification/support instead conveyed through excessive use of direct quotations?
• Effective Use of Information: Does the submission demonstrate that the student has read, understood, and can apply the background materials for the module? If required, has the student demonstrated effective research, as evidenced by student’s use of relevant and quality sources? Do additional sources used provide strong support for conclusions drawn, and do they help in shaping the overall paper?
• Citing Sources: Does the student demonstrate understanding of APA Style of referencing, by inclusion of proper citations (for paraphrased text and direct quotations) as appropriate? Have all sources (e.g., references used from the Background page, the assignment readings, and outside research) been included, and are these properly cited? Have all sources cited in the paper been included on the References page?
• Timeliness: Has the assignment been submitted to TLC (Trident’s learning management system) on or before the module’s due date?

Many employers do not have a plan to manage and transfer knowledge. Because workforce dynamics have changed, there is a greater need than ever for a knowledge-transfer strategy. Business wisdom is taken from organizations with retirements, resignations, and terminations, leaving companies more likely than not to have less growth capacity and less efficiency, especially in the short run.

In the past, the expectation of passing along knowledge and leaving a legacy was a good fit with the values of long-tenured employees who spent their careers with the same company. But in the modern workplace, where four generations work side by side, knowledge is not always well-filtered throughout an organization.

“As the Baby Boom generation of corporate leaders and experts approaches retirement, businesses in the U.S., Canada, and many European nations face the loss of experience and knowledge on an unprecedented scale,” says Diane Piktialis, Mature Workforce Program Leader at The Conference Board. “Younger workers can’t be counted on to fill the void, as they lack the experience that builds deep expertise. They also tend to change jobs frequently, taking their technological savvy and any knowledge they’ve gained with them.”

Knowledge does not exist in a vacuum, so it is important to first identify and evaluate what kind of knowledge company executives are interested in capturing and sustaining.

Because so much knowledge transfer is cross-generational, from long-tenured to newer employees, an understanding of different learning styles based on generation facilitates the process. Understanding generational learning preferences and adapting how knowledge is conveyed can make the difference between merely harvesting knowledge and actually using it.

Adaptations should be made when the knowledge is specific to the organization and is mission critical, and when the less knowledgeable employee has specific generational learning preferences. For example, employees entering the workforce may prefer getting Instant Messages (IM) in real time rather than setting a schedule to meet. Gen Y employees may set up blogs to capture knowledge. Firms considering or using knowledge transfer processes should assess their readiness for Instant Messaging, blogs, wikis, RSS feeds, podcasts, and virtual reality.

There are many knowledge transfer methods available, including training seminars, formal education, interviews, mentoring, apprenticeships, instant messaging, job transfer, simulations and games, peer assists, communities of practice, storytelling, wikis, blogs, white papers, and conferences.

Revised from:

American Management Association. (2017). Effective knowledge transfer can help transform your bottom line. Retrieved from http://www.amanet.org/training/articles/Effective-Knowledge-Transfer-Can-Help-Transform-Your-Bottom-Line.aspx

Assignment Overview

Steve Trautman is one of America’s leading knowledge experts. View the following four videos to understand the depth of the knowledge-transfer process and follow Mr. Trautman’s widely used knowledge transfer solution. 

Pay close attention to the process. Developing your own Knowledge Silo Matrix and discussing what you found will be the basis of your Case 1 assignment. Please note that the links below labeled ‘LinkedIn Learning’ will open in a new window and may require activation of a LinkedIn account on the first attempt. Trident students may use their student email address to access this free subscription to LinkedIn Learning as a part of this course.

Facilitating succession planning and knowledge transfer – LinkedIn Learning

Case Assignment

1. For this Case Assignment you will be completing and analyzing a matrix following the Knowledge Silo Matrix instructions in the third video above. (The team you choose could be a current or past work group, a group of committee members, a group of family members, members of a rock band, or any group where you know the expertise needed and the skill levels of the employees/members.)

You may (a) complete the matrix by hand or (b) use the Knowledge Silo Matrix Word form. Remember these key points:

The Knowledge Silo Matrix (KSM) is a high-level tool of knowledge silos. Think bigger picture. For example, if you were filling out a KSM for building a house, some example silos would be Plumbing, Electrical, Flooring, Insulation, etc. Not “Weld a pipe” or “Test for adequate water pressure.” The blog article, Tip for Better, Faster Knowledge Transfer—It’s Not What People KNOW, It’s What They Know How to DO, provided by The Steve Trautman Co., addresses the important distinction between Knowing vs. Doing. This will help you create a more actionable KSM.

Once you have your matrix completed, then respond to the following questions using the section headings in your paper that are marked in bold below. Utilize at least two sources of outside information from other authors; be sure to cite them and provide a reference list at the end. 

2.  Introduction—This section is often written after you have completed the rest of your paper.
3. Work Team Overview—Provide an overview of the work team you have assessed in the Knowledge Silo Matrix. Who are they, how long have they been in the group, and what are their jobs?   
4. Skill Level in Silo—Discuss each group member’s job in terms of his/her silo status—discussing why you have evaluated them as purple, green, yellow, or white.
5. Matrix Analysis—Analyze what the matrix tells you.
   1.  Look at each silo and analyze what you see and what needs to be done to minimize the knowledge risk.
   2. Look at the colors assigned to each employee (horizontal colors). What should be done next to minimize the risk related to each employee as well as to enhance the performance of the work team? Be sure to discuss the training needed (or not) for each member and what the format of the training should be given what you learn from the matrix.
6. Application of the Matrix–Discuss what you have learned from this exercise and the strengths of the Knowledge Silo Matrix approach and the challenges you see managers could face in an organization using the Matrix. 
7.  Conclusion

Submit BOTH your Knowledge Silo Matrix and your discussion covering the points above by the module due date.

Assignment Expectations

Your paper will be evaluated using the criteria as stated in the Case rubric. The following is a review of the rubric criteria: 

• Assignment-Driven: Does the paper fully address all aspects of the assignment? Is the assignment addressed accurately and precisely using sound logic? Does the paper meet minimum length requirements? 
• Critical Thinking: Does the paper demonstrate graduate-level analysis, in which information derived from multiple sources, expert opinions, and assumptions has been critically evaluated and synthesized in the formulation of a logical set of conclusions? Does the paper address the topic with sufficient depth of discussion and analysis? 
• Business Writing: Is the essay logical, well organized and well written? Are the grammar, spelling, and vocabulary appropriate for graduate-level work? Are section headings included? Are paraphrasing and synthesis of concepts the primary means of responding, or is justification/support instead conveyed through excessive use of direct quotations?   
• Effective Use of Information: Does the submission demonstrate that the student has read, understood, and can apply the background materials for the module? If required, has the student demonstrated effective research, as evidenced by student’s use of relevant and quality (library?) sources? Do additional sources used provide strong support for conclusions drawn, and do they help in shaping the overall paper? 
• Citing Sources: Does the student demonstrate understanding of APA Style of referencing by inclusion of proper citations (for paraphrased text and direct quotations) as appropriate? Have all sources (e.g., references used from the Background page, the assignment readings, and outside research) been included, and are these properly cited? Have all sources cited in the paper been included on the References page? 
• Timeliness: Has the assignment been submitted to TLC (Trident’s learning management system) on or before the assignment due date?

Data measurement is an important aspect of data analytics. Identifying trends in key attributes of data is a fundamental measurement for various aspects of business data and an important skill for business professionals. In this scenario, you are a business consultant trainee assigned to work with your first client, TC Ice Cream.

TC Ice Cream is a private-label ice cream manufacturer. Located in the northern region of Michigan, TC Ice Cream specializes in premium ice cream flavors. TC Ice Cream is categorized in the food/agriculture business sector. The company has gained popularity over the past three years due to recent publicity such as winning awards on network television food shows, hosting and attending promotional events, and actively using social media.

The management team of TC Ice Cream is looking to see if there are specific trends that could be identified to help them improve their operations and sales and grow their business. You will report the research and analysis of the data to the TC Ice Cream management team. Periodically, you will be expected to apply your training and submit a deliverable to the management team.

The TC Ice Cream information technology team has provided you with a data set, TC Ice Cream Excel Workbook, that contains data about orders over a span of three years.

You will use the data variables to create descriptive statistics and visualizations for TC Ice Cream. This will enable you to effectively and efficiently gain helpful insights into the data and its attributes. You will continue to delve further into your analysis of TC Ice Cream throughout the course. 

Prompt

For this assignment, you will perform the following steps as you begin your analysis of the data provided.

Within the TC Ice Cream Excel Workbook, review the sheet “Data Dictionary.” This will help you understand the data provided and specific information about each variable. Review the sheet “TC Ice Cream Data.” DO NOT EDIT this data. 

Next, you will calculate the central tendency of the TC Ice Cream data set using the average, median, minimum, maximum, and range. You will also create multiple charts to present the descriptive analysis you performed. 

Specifically, you must address the following rubric criteria:

1. Create a table to represent the average, median, minimum, maximum and range values for each variable. Within the TC Ice Cream Excel Worksheet, use the sheet “Descriptive Statistics” to create the following table.
   • Use Excel formulas to calculate the average, median, minimum, maximum, and range values for each of the quantitative variables (Quantity Sold, Advertising Expenses, Flavor Rating, Social Media Posts, Event Promotions).
2. Create charts to represent the key variables of the data. Within the TC Ice Cream Excel Worksheet, use the sheet “Overall Analysis” to create the charts listed below. It is recommended that you use pivot tables/pivot charts to create the visualizations. Feel free to use this sheet to create any additional visualizations that might help you better understand the data.
   • Create a pie chart using the qualitative variable Region and the quantitative variable Quantity Sold to provide a visualization of percentage overview of quantity sold by region.
   • Create a line chart (also known as a trend chart) using the qualitative variable Date and the quantitative variable Quantity Sold to provide a visualization displaying quantity sold by month.
   • Create a bar chart using the qualitative variable Flavor and the quantitative variable Quantity Sold to provide a visualization displaying quantity sold by flavor.
3. Use the Module One PowerPoint Template to create a PowerPoint presentation that explains the data and its key variables. This should include key visualizations and analysis to support your answers. The PowerPoint Template includes specific questions to answer as you explain the data and variables. Use the visualizations and data analysis you created in the “Descriptive Statistics” and “Overall Analysis” sheets to support your analysis.

What to Submit

• TC Ice Cream Excel Workbook: Submit the TC Ice Cream Excel Workbook. For this assignment, work should be completed in the “Descriptive Statistics” and “Overall Analysis” sheets.
• PowerPoint Presentation: Submit a PowerPoint Presentation using the Module One PowerPoint Template. If references are included, they should be cited in APA format. Consult the Shapiro Library APA Style Guide for more information on citations.

Data measurement is an important aspect of data analytics. Identifying trends in key attributes of data is a fundamental measurement for various aspects of business data and an important skill for business professionals. In this scenario, you are a business consultant trainee assigned to work with your first client, TC Ice Cream.

TC Ice Cream is a private-label ice cream manufacturer. Located in the northern region of Michigan, TC Ice Cream specializes in premium ice cream flavors. TC Ice Cream is categorized in the food/agriculture business sector. The company has gained popularity over the past three years due to recent publicity such as winning awards on network television food shows, hosting and attending promotional events, and actively using social media.

The management team of TC Ice Cream is looking to see if there are specific trends that could be identified to help them improve their operations and sales and grow their business. You will report the research and analysis of the data to the TC Ice Cream management team. Periodically, you will be expected to apply your training and submit a deliverable to the management team.

The TC Ice Cream information technology team has provided you with a data set, TC Ice Cream Excel Workbook, that contains data about orders over a span of three years.

You will use the data variables to create descriptive statistics and visualizations for TC Ice Cream. This will enable you to effectively and efficiently gain helpful insights into the data and its attributes. You will continue to delve further into your analysis of TC Ice Cream throughout the course. 

Prompt

For this assignment, you will perform the following steps as you begin your analysis of the data provided.

Within the TC Ice Cream Excel Workbook, review the sheet “Data Dictionary.” This will help you understand the data provided and specific information about each variable. Review the sheet “TC Ice Cream Data.” DO NOT EDIT this data. 

Next, you will calculate the central tendency of the TC Ice Cream data set using the average, median, minimum, maximum, and range. You will also create multiple charts to present the descriptive analysis you performed. 

Specifically, you must address the following rubric criteria:

1. Create a table to represent the average, median, minimum, maximum and range values for each variable. Within the TC Ice Cream Excel Worksheet, use the sheet “Descriptive Statistics” to create the following table.
   • Use Excel formulas to calculate the average, median, minimum, maximum, and range values for each of the quantitative variables (Quantity Sold, Advertising Expenses, Flavor Rating, Social Media Posts, Event Promotions).
2. Create charts to represent the key variables of the data. Within the TC Ice Cream Excel Worksheet, use the sheet “Overall Analysis” to create the charts listed below. It is recommended that you use pivot tables/pivot charts to create the visualizations. Feel free to use this sheet to create any additional visualizations that might help you better understand the data.
   • Create a pie chart using the qualitative variable Region and the quantitative variable Quantity Sold to provide a visualization of percentage overview of quantity sold by region.
   • Create a line chart (also known as a trend chart) using the qualitative variable Date and the quantitative variable Quantity Sold to provide a visualization displaying quantity sold by month.
   • Create a bar chart using the qualitative variable Flavor and the quantitative variable Quantity Sold to provide a visualization displaying quantity sold by flavor.
3. Use the Module One PowerPoint Template to create a PowerPoint presentation that explains the data and its key variables. This should include key visualizations and analysis to support your answers. The PowerPoint Template includes specific questions to answer as you explain the data and variables. Use the visualizations and data analysis you created in the “Descriptive Statistics” and “Overall Analysis” sheets to support your analysis.

What to Submit

• TC Ice Cream Excel Workbook: Submit the TC Ice Cream Excel Workbook. For this assignment, work should be completed in the “Descriptive Statistics” and “Overall Analysis” sheets.
• PowerPoint Presentation: Submit a PowerPoint Presentation using the Module One PowerPoint Template. If references are included, they should be cited in APA format. Consult the Shapiro Library APA Style Guide for more information on citations.

TBI Assignment

Traumatic Brain Injury (TBI) has increasingly affected combat service members as the injuries sustained in combat have continued to evolve. TBI can affect the physical, psychological, sensory, and many other functions of service members during and after combat. However, the symptoms are easily misdiagnosed for other conditions, or missed completely. The purpose of this assignment is to determine the many ways one might sustain a TBI, looking at a specific region of the brain, and exploring appropriate treatment and management interventions that would assist in eliminating barriers in daily life functioning. 

Review Brain Basics and the associated readings for this week, familiarizing yourself with the major parts of the brain and the functions each control.

Include the following elements based upon your review of Brain Basics:

• Develop your own scenario that involves a combat related injury resulting in a TBI affecting an area of the brain.
• Descriptions of symptoms that correlate to the sustained injury.
• At least two examples of barriers that might be encountered in daily life because of the injury and manifested symptoms.
• Identify appropriate treatment or intervention methods to minimize the effects of the experienced symptoms.

Work should be submitted in a Word document (doc. or docx.) or other compatible word processing document (.rtf), and be 4 to 6 pages in length, excluding the required title and reference page.

Scholarly sources should be cited both in-text and on the reference page of the submission. A minimum of five academic, scholarly sources are required to be cited in the work, 4 of which must be peer-reviewed journal articles.  Course materials may not be used.

Submissions should be formatted per APA standards.  Headers are required throughout the submission.  For assistance and resources on APA formatting style, contact the APUS library and/or the APUS writing center.

The basic parts of a paper should also be included; these are the introduction section, with a precise thesis statement, the body of the paper with clear, discernable headings formatted to APA style levels of heading where appropriate, and a conclusion that restates the thesis and summarizes the major points of the entire paper.