Leadership journey at JWMI with JWI 510

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JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 1 of 31
WELCOME
Congratulations and welcome to the final course in your MBA program at the Jack Welch Management Institute.
You made it! Undoubtedly, there were a lot of late nights, tough assignments, and possibly even a moment or
two when you wondered whether you made the right decision to go back to school to earn this degree. When
you began your leadership journey at JWMI with JWI 510: Leadership in the 21st Century, you were asked to
reflect on your own leadership styles and practices. You progressed through that course and those that followed
by exploring numerous subjects (Finance, Operations, People Management, etc.) through a leadership lens.
Now, youre ready to pull all those pieces together and have some fun as we elevate that lens even further to
investigate challenges and opportunities facing an organization through the CEO Mindset.
COURSE DESCRIPTION
This course is where it all comes together. Students will synthesize and apply all they have learned during
their JWMI MBA program. They will complete a Capstone Project in which they will prepare and present a
well-researched strategic plan to take their organization to a more profitable and sustainable position of
market leadership. Because business leaders, especially CEOs, cannot just act on hunches, the first half of
this course will be focused on business analytics. This will include an overview of powerful quantitative
strategies and techniques used to analyze business data in any organization and improve decision
making and outcomes across all business functions. Students will use these same techniques to
identify, collect, and analyze the data needed to support their strategic plan.
COURSE MISSION AND OVERVIEW
The mission of JWI 599 is to prepare students to develop effective strategic plans by introducing them to the
concepts of business analytics needed to make sound, data-driven business decisions. By leveraging these
tools, along with other skills developed throughout the program, students will prepare and deliver a boardlevel presentation seeking approval for a mission-critical initiative to add value to their chosen organization.
This course leverages everything you have learned at JWMI.
You will select an organization that is of interest to you and is relevant to your career, and then
develop a plan to implement a strategy that will take the organization forward.
You will approach the subject matter and assignments in this course from the perspective of the
senior-most leader in the organization, and you will use the tools of business analytics and leadership
to create a plan that addresses the strategic, financial, managerial, and organizational issues in your
chosen organization.
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 2 of 31
Your plan will culminate in the delivery of a recorded presentation in which you, as the leader of your
selected organization, share your vision and outline your plan to the Board of Directors in order to
secure the support needed to implement your proposed changes.
Your presentation will require that you not only demonstrate a sound grasp of proven leadership and
management practices and a thorough analysis of the organization you selected, but that you deliver
your message with a compelling executive presence.
Successfully completing this course and the Capstone Project will demonstrate your ability to analyze,
interpret, synthesize, and communicate with a CEO mindset.
THE USE OF BUSINESS ANALYTICS IN THIS COURSE
Business leaders cannot just act on hunches. They must have facts and data to support their actions. They
must understand the stories that numbers tell and how these insights enable them to run their organizations
better.
While speaking with data is central to finance strategy, it is often underappreciated in other areas of
management and leadership. This course reminds us of the importance of quantitative data and explores the
tools needed to solve complex business problems. The primary role of data analysis when applied to
business management is to shine a light on patterns, trends, and anomalies to help uncover opportunities and
threats that can impact the business.
Our objective is not to turn you into professional data analysts. It is to help you ask better questions and
leverage key data, so that you can make better decisions and drive meaningful initiatives that will improve the
performance of your organization.
In completing your Capstone Project, you will utilize several tools of data collection and analysis. A key
medium for this will be the Discussion Questions each week that are tied to both the core readings in the
course and to the problem/opportunity you selected for your Capstone Project.
EXPLANATION OF ROLES IN THIS COURSE
This course is unlike your previous courses at JWMI in that you will speak in in character in all discussions
and assignments. Specifically, this means:
1. Starting with your initial post in the Week 1 discussion and continuing throughout every original
discussion post and each part of the Capstone Project, you are to speak in the first-person
singular as the senior-most leader guiding your organization to a stronger future.
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 3 of 31
2. When replying to your classmates discussion posts, you will assume the role of a member of their
Board of Directors, a guiding coalition, or other advisory board. Your job is to probe and
appropriately challenge assumptions and assertions made by these leaders to help them explore
more deeply the issues that will drive their organizations success. Simply repeating or affirming
what the CEO states is not enough to earn HONORS.
3. The Instructor for this course will serve as your mentor.
i. Her/his role is to guide discussions through asking insightful questions and encouraging
students to explore topics, ideas, and assumptions they may not have considered.
ii. Unlike your previous JWMI courses, the instructor should not be viewed as a subject matter
expert in all content areas, but rather as a facilitator for this part of your leadership
development journey.
iii. Finally, since the instructor will not necessarily have deep prior knowledge of the
organization you have selected, grading and feedback will be focused on assessing whether
you have reviewed, filtered, and analyzed the most relevant data, and whether you have
leveraged your leadership and management skills to cut through the clutter and get at what
really matters just as a good leader must. Synthesizing all you have learned is key to
creating realistic solutions to the challenges and opportunities that your organization faces.
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 4 of 31
COURSE STRUCTURE
The course will focus on the identification of key strategic opportunities and the collection and analysis of data
needed to frame problems and develop strategies. The tools you explore will be central to the development
and presentation of a plan to strengthen your chosen organizations competitive position.
Theme Weekly Topics Key Content
Foundations
of Business
Analytics
1. The Role of Data
in Strategic
Leadership
Our course begins with an overview of business analytics and the
importance of using data to address complex challenges in business. We
learn why today’s leaders expect to see recommendations for action that
are based on a thorough analysis of relevant data.
2. Framing the
Problem/Opportunity
We examine what it takes to frame a business problem accurately and
concisely so that you can determine what data you will need to gather
and how this information might inform your decision making process.
3. Gathering and
Organizing Data
This week is focused on tools and techniques to help you organize raw
data into meaningful categories and groupings that can be easily
understood.
From
Analysis to
Story
4. Leveraging Data to
Drive Change
Over the next two weeks, we apply tools to analyze data and turn it into
usable information that clearly highlights patterns, trends, and anomalies.
5. Focusing on What
Matters Most
We continue our exploration of tools and best practices to highlight critical
information using charts, tables, and other graphics to ensure your data
story is clear and well-focused.
Implementing
Your
Plan
6. Aligning Strategy
and Mission
Over the next four weeks, you will apply principles and tools from your
JWMI program to refine your strategic initiative and ensure you have
addressed the mission-critical elements needed to implement your plan.
7. Calculating Costs
and Return on
Investment
This week, you will apply the financial skills you have learned to develop
forecasts and calculate the projected return on investment to ensure your
strategic initiative will strengthen the financial health of the organization.
8. People
Management
You will review key concepts in people management to develop a people
plan for your initiative.
9. Operational and
Organizational
Change
In final preparation for the submission of your Capstone Project, you will
review principles of change leadership to ensure you have addressed all
critical business processes and are prepared to lead this change.
Board
Presentation 10. Winning During the final week of the course, you will present your Capstone Project
to your Board of Directors.
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 5 of 31
INSTRUCTIONAL MATERIALS
Required Resources
Duarte, Nancy (2019). DataStory: Explain Data and Inspire Action Through Story, USA: IdeaPress
Publishing.
Weekly articles and videos provided within the course.
Welch, J. & Welch, S. (2005) Winning. New York: HarperCollins.
Optional Hard Copy Text
Davenport, T. H. & Kim, J. (2013). Keeping Up with the Quants: Your Guide to Understanding and
Using Analytics. Boston, MA: Harvard Business Press.
1
NOTE: Your course textbook, Keeping Up with the Quants: Your Guide to Understanding and Using
Analytics, is also available in the University Library. Please follow the steps here to download PDF Chapters
of this eBook.
Additional Resources
Textbooks, articles, and other resources utilized in previous JWMI courses have been included to
support your review of key content areas.
1 Note: For your convenience, required chapters of the Davenport text are provided as PDFs in the course readings, so you do not have
to buy the hard copy version of the book.
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 6 of 31
COURSE LEARNING OUTCOMES
1. Develop habits of quantitative thinking, including framing a problem and predicting potential results.
2. Describe how to gather and analyze relevant data and interpret results.
3. Formulate and communicate actionable recommendations based on data interpretations and insights.
4. Conduct a strategic analysis of a selected company, its industry, and its competitors.
5. Apply business concepts and skills learned throughout the MBA program.
6. Explain how the organizational challenge(s) impacts long-term organizational sustainability,
profitability, and growth.
7. Develop a leadership strategy that effectively addresses the organizations challenge and a
compelling approach for executing the strategy.
8. Deliver a persuasive pitch to key stakeholders using communication and presentation best practices.
CONTACT INFORMATION FOR PROBLEMS OR ISSUES
Have a curriculum-related question? Contact your instructor for assistance.
Have a technology-related question? Contact JWMI Tech Support at (888) 596-5964 x3 or
techsupport@jwmi.com.
Have a student services-related question? Contact Student Services at (703) 561-2128 or
stusupport@jwmi.com
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 7 of 31
COURSE OUTLINE
This 4. is designed with the goal of having each student spend 10
15 hours (13.5 on average) in weekly work. This includes preparation, activities, discussions, and
assignments, live or online.
Week Preparation, Activities, and Evaluation
1 THE ROLE OF DATA IN STRATEGIC LEADERSHIP
Learning Outcomes
Define business analytics and explain its use in decision making
Understand the importance of adopting the CEO Mindset in strategic planning
Explore critical factors in defining the scope and focus of strategic initiatives
Weekly Materials and Readings
Davenport & Kim, Ch. 1: Why Everyone Needs Analytical Skills
Duarte, Introduction
Additional Resources in the Weekly Materials module in Blackboard
Activities
Discussion: Choose a Focus Area for Your Capstone Project
Live Success Session
Assignments
None
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 8 of 31
Week Preparation, Activities, and Evaluation
2 FRAMING THE PROBLEM/OPPORTUNITY
Learning Outcomes
Frame a business problem/opportunity
Review previous findings that relate to the problem/opportunity
Identify relevant data needed to formulate a testable hypothesis
Weekly Materials and Readings
Davenport & Kim, Ch. 2: Framing the Problem
Duarte, Ch. 1: Becoming a Communicator of Data
Duarte, Ch. 2: Communicating to Decision-Makers
Additional Resources in the Weekly Materials module in Blackboard
Activities
Discussion: Select your Organization and Frame the Problem/Opportunity
Live Success Session
CEO Chat Session
Assignments
None
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 9 of 31
Week Preparation, Activities, and Evaluation
3 GATHERING AND ORGANIZING DATA
Learning Outcomes
Gather data needed to evaluate the problem/opportunity you framed
Organize data into meaningful categories and groupings
Select an analytical method to assess your data
Weekly Materials and Readings
Davenport & Kim, Ch.3: Solving the Problem
Duarte, Ch.3: Crafting a Data Point of View
Additional Resources in the Weekly Materials module in Blackboard
Activities
Discussion: Gathering and Organizing Your Data
Live Success Session
CEO Chat Session
Assignments
Assignment 1: Framing the Problem
(Due: Sunday, midnight of Week 3)
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 10 of 31
Week Preparation, Activities, and Evaluation
4 LEVERAGING DATA TO DRIVE CHANGE
Learning Outcomes
Explore the importance of crafting a clear storyline for data presentations
Examine data analysis tools that can uncover patterns, trends, and anomalies
Determine which types of analysis work best for particular types of data
Weekly Materials and Readings
Duarte, Ch. 4: Structuring an Executive Summary as a Data Story
Duarte, Ch. 5: Creating Action Through Analytical Structure
Additional Resources in the Weekly Materials module in Blackboard
Activities
Discussion: Turning Data into Information
Live Success Session
CEO Chat Session
Assignments
None
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 11 of 31
Week Preparation, Activities, and Evaluation
5 FOCUSING ON WHAT MATTERS MOST
Learning Outcomes
Review your data to identify the most critical information in addressing your
problem/opportunity
Explore tools and techniques to display your data
Create visual representations to communicate your data story to decision
makers and non-technical audiences
Weekly Materials and Readings
Davenport & Kim, Ch. 4: Communicating and Acting on Results
Duarte, Ch. 6: Choosing Charts and Writing Observations
Duarte, Ch. 7: Annotating Insights onto Charts
Additional Resources in the Weekly Materials module in Blackboard
Activities
Discussion: Refining Your Data Story
Live Success Session
CEO Chat Session
Assignments
Assignment 2: Data Analysis
(Due: Sunday, midnight of Week 5)
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 12 of 31
Week Preparation, Activities, and Evaluation
6 ALIGNING STRATEGY AND MISSION
Learning Outcomes
Confirm that your market research and data analysis support your testable
hypothesis
Ensure your strategic initiative aligns with the mission of the organization
Begin work on the implementation plan for your strategic initiative
Weekly Materials and Readings
Review Materials from JWI 518 and JWI 540
Additional Resources in the Weekly Materials module in Blackboard

Activities
Discussion: Defining Your Strategy
Live Success Session
CEO Chat Session

Assignments
None

Activities
Discussion: Your People Plan
Live Success Session
CEO Chat Session
Assignments
Assignment 3: Plan Overview
(Due: Sunday, midnight of Week 8)
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 15 of 31
Week Preparation, Activities, and Evaluation
9 OPERATIONAL AND ORGANIZATIONAL CHANGE
Learning Outcomes
Identify operational issues in your organization that impact your strategic initiative
Assess cultural issues that can impede the change process
Integrate the results of that analysis into your Board Presentation
Weekly Materials and Readings
Duarte, Ch. 10: Humanizing Data
Duarte, Ch. 11: Storytelling with Data
Review materials from JWI 550 and JWI 555
Additional Resources in the Weekly Materials module in Blackboard
Activities
Discussion: Leading Change
Live Success Session
CEO Chat Session
Assignments:
Complete the GRADUATE SURVEY survey link and details can be found in
the course menu in Blackboard
(Due: Sunday, midnight of Week 10)
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 16 of 31
Week Preparation, Activities, and Evaluation
10 WINNING
Learning Outcomes
Synthesize your strategic, financial, and operational analyses of your chosen
organization
Integrate all your work into a succinct, informative, executive-level presentation
with supporting data
Present your vision of the future in a compelling manner to secure the support of
your Board
Weekly Materials and Readings
Review materials from JWI 505
Additional Resources in the Weekly Materials module in Blackboard
Activities
Discussion: Your JWMI Journey
Assignments
Assignment 4: Board Presentation
(Due: Sunday, midnight of Week 10)
Complete the GRADUATE SURVEY
(Due: Sunday, midnight of Week 10)
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 17 of 31
Grading Scale – Graduate
Graded Activities % of Grade
Discussion Questions
10 Total: 1 Per Week
25%
Assignment 1: Framing the Problem/Opportunity
Due: Sunday, midnight of Week 3
15%
Assignment 2: Data Analysis
Due: Sunday, midnight of Week 5
20%
Assignment 3: Plan Overview
Due: Sunday, midnight of Week 8
20%
Graduate Survey
Due: Sunday, midnight of Week 10
2%
Assignment 4: Board Presentation
Due: Sunday, midnight of Week 10
18%
Total 100%
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 18 of 31
CAPSTONE PROJECT
As the Chief Executive Officer, or equivalent senior-most leader, you are responsible for strategic planning
and the alignment of people, processes, and resources needed to advance the organizations mission.
In your Capstone Project, you will apply what you have learned throughout the JWMI MBA program to a realworld situation. It is expected that you will use the terminology, tools, and models you have studied in
previous courses related to analysis and strategic planning at the CEO and Boardroom level. Your task is to
convince your Board that you have a credible plan that will not only improve the organizations performance
over the next year, but also position it for significant long-term growth that will keep it ahead of the
competition.
The Capstone Project has FOUR components. The first three parts will, together, form a Board Brief that you
will send to your Board of Directors in advance of your presentation to provide them with background on your
analysis and recommendation. This way, they can come to the Board Meeting better prepared to listen to your
presentation. Each assignment in the Board Brief will build on the previous and will leverage the work you
have done in the weekly Discussion Questions.
1. Framing the Problem/Opportunity (Due: Week 3)
In your first assignment, you will identify a problem or opportunity that can be addressed through a
business analytics approach and provide sufficient background on the organization and the market
to accurately frame the problem/opportunity for stakeholders. This will require you to gather data,
evaluate the market your organization operates in, identify the competitors representing the
greatest threats, and present the strengths and weaknesses of your organization.
2. Data Analysis (Due: Week 5)
Having accurately framed the core problem/opportunity in Assignment 1, you will now turn your
attention to analyzing the data and presenting your findings. You are not yet ready to propose a
specific action plan for your business. At this stage of your Board Brief, you will focus on assessing
what data you have and dont have, as well as the patterns, trends, and anomalies they reveal.
3. Plan Overview (Due: Week 8)
The final component of your Board Brief is an overview of your strategic plan. You will be given
feedback from your professor in advance of your final presentation which will include questions
Board Members have. You will be expected to address these questions in your final presentation.
4. Video Presentation to the Board of Directors (Due: Week 10)
The final deliverable in your program at JWMI is the presentation of your plan. This is your
opportunity to convince your Board that you have developed an achievable strategy to take the
organization forward, and that you are the person who can execute the plan.
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 19 of 31
Guidance on Selecting a Focus Area and Organization for Your Capstone Project
IMPORTANT: The identification of a focus area and the selection of an organization and problem/opportunity
are the topics of your Week 1 and Week 2 Discussion posts.
The Capstone Project requires that current, accurate, and verifiable data be used. This includes
financial data and any other information required for your analyses, recommendation, and
implementation of your plan. Thus, it is recommended you choose a publicly traded company or an
organization for which financial statements are available and authorized for distribution.
If you choose a privately held company, you must include verifiable financial data that is sufficiently
detailed to support your analysis. Self-reported financial information is suspect, since those who
provide the information often have something to gain by portraying their organizations in a certain
way to the public.
You are encouraged to choose an organization in your own sector for your Capstone Project. This
could be a competitor, customer, or supplier. It could even be your own employer. This allows you to
work with an organization and an issue that have a direct impact on your professional life and for
which you may already possess some knowledge. However, you will NOT be permitted to use the
same organization you have previously used for a major assignment in JWI 540 or JWI 575.
Finally, the Capstone Project requires that you identify an opportunity that is significant enough to
warrant the attention of the senior-most executive and their Board of Directors, and that will lead the
organization to a position of sustainable market leadership.
Note: Every discussion question, starting in Week 1, is related to developing your analysis, arguments, and
plan for your Capstone Project. It is to your advantage to post to the discussions early and to pay attention to
the feedback you get from fellow students and from your course instructor. If you have any questions about
your proposed organization and the sufficiency/validity of the data, please discuss this with your instructor as
soon as possible. It is not the responsibility of the course instructor to help you locate or secure required data.
Evaluation of Capstone Project Submissions
Please review the grading rubrics carefully. You will see that the most heavily weighted components require
you to come up with new insights, present a coherent argument for your proposed initiative, and provide
authoritative support for your plan. As a leader, you must be highly skilled at focusing on the right information,
avoiding excessive or irrelevant data, and articulating why the data are important and how they inform your
choices and actions.
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 20 of 31
Assignment 1: Board Brief Part A Framing the Problem/Opportunity
Due: Sunday, midnight of Week 3 (Weight: 15%)
Overview
Effective leaders understand that actions must be based on facts. Which facts are most important, however,
depends on how the problem is framed. Failure to adequately define the problem can set in motion a series of
misguided undertakings in which irrelevant data are gathered, unnecessary analyses are completed, and
unsupported decisions are made. The first step in developing your Board Brief is to craft a clear statement of
the problem/opportunity, and then determine which data are most critical to solving that problem. This is your
opportunity to begin using the business analytics tools that will guide you throughout your Capstone Project.
Instructions
For all assignments in your Capstone Project, your work will be based on the organization you identified in
your Week 2 Discussion Question post. In this assignment, you will submit a 2 to 3-page paper in which you
will include a brief overview of market conditions and develop a clear and well-focused problem/opportunity
statement. This requires you to provide sufficient background on the competitive environment and the
organization to accurately frame the problem for your Board. Your deliverables are:
1. Present a brief overview of market conditions, the competitive environment, and the strengths
and weaknesses of your organization relative to your competitors. You should draw on one of
the methodologies you have studied in the program (such as Jacks 5 Step Strategy Framework,
SWOT, PESTEL, or Porters Five Forces) to guide you, but DO NOT present a full-blown market
analysis to the Board. Your Board members will already possess significant knowledge of the market
and the company, so use this overview to set the stage for the rest of your brief. Distill your overview
down to 2 components.
a. First, provide a general overview of market conditions, trends, and big issues. For example,
you may begin with a line such as As you know, we have experienced considerable
challenges in this space over the last two years
b. Then, summarize the competitive environment. Open with a sentence such as Our biggest
competitor ABC has made bold steps to develop X and has made significant gains in market
share in Y. This has presented us with a number of challenges
2. Problem/Opportunity Statement
Following your overview, identify the specific problem or opportunity that, if properly addressed, will
have a significant positive impact on the success of the organization. This will include your testable
hypothesis for which you will gather and analyze data to validate in your next assignment. To
accomplish this:
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 21 of 31
a. Define a clear problem or opportunity that addresses what is important to the organization in
order to meaningfully improve its competitive strength. Note: It is expected that you will refine
the problem/opportunity statement you drafted for your Week 2 Discussion Question,
leveraging the feedback you received from your classmates and professor.
b. Identify key data and metrics you will study that are relevant to addressing the
problem/opportunity.
c. Identify stakeholders who will be involved in addressing the problem/opportunity. At this
stage, you do not need to name specific people, but you must identify functions, departments,
geographical areas, etc., that will be impacted. You must also explain the nature of the
potential impact.
d. Include relevant information on previous experiences or findings related to this
problem/opportunity. This information may be noted in an appendix if that is more appropriate
for context and flow.
Formatting and Submission Requirements
NOTE: Use the Board Brief Checklist in the course shell to help guide your work. As you complete each of
the three assignments, you will add it to the previous assignment(s), so that by the end of Assignment 3, you
will have created a single document for your entire Board Brief.
Submit your work in Word
Include a cover page containing the title of the assignment, your name, your professors name, and
the course title and date
Include a references page with your sources
The cover page and the references page are not included in the required page length
Use professional font (Times New Roman or Arial), 10-12 font size, and double-space
Use headings to identify main topics and subtopics
Separate paragraphs by a single space
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 22 of 31
Rubric: Assignment 1
Criteria Unsatisfactory Low Pass Pass High Pass Honors
1. Demonstrate
correct application
of selected
framework for
market analysis
Weight: 15%
Did not an use an
approved framework
or did not demonstrate
understanding of the
proper application of
the selected
framework
Demonstrated
minimal
understanding of the
selected framework;
included several
incorrect applications
of key elements
Demonstrated basic
understanding of the
selected framework;
only minor incorrect
or insufficient
applications of key
elements
Demonstrated very
good understanding
of the selected
framework; no
incorrect applications
of key elements
Demonstrated deep
understanding and
thorough application
of the selected
framework;
focused clearly on
the most critical
market forces
2. Include appropriate
data and real-world
examples to
populate the
selected framework
Weight: 25%
Did not include
appropriate and
verifiable real-world
data and examples
and/or included vague
or unsubstantiated or
irrelevant data and
examples
Included 4 or fewer
verifiable real-world
examples and data;
several data and
examples were offtopic or poorly
connected to key
framework elements
Included 5 or more
verifiable real-world
examples and data;
minimal examples
were off-topic or
poorly connected to
key framework
elements
Included 5 or more
verifiable real-world
examples and data;
all examples were
on-topic and
connected to key
framework elements
Included 5 or more
verifiable real-world
examples and data;
all examples were
extremely wellchosen and provided
excellent support for
key framework
elements
3. Clearly define the
problem and/or
opportunity,
leveraging
feedback from DQs
Weight: 20%
Did not submit or
incompletely defined a
problem or opportunity
of importance to the
organization; problem
or opportunity not
supported by market
analysis
Problem or
opportunity
statement was overly
vague and/or was
not supported by
market analysis;
scope may have
been too broad or
too narrow
Problem or
opportunity
statement was
supported by market
analysis; scope may
be been too broad or
too narrow and
needed to be more
tightly defined
Problem or
opportunity
statement was clear
and was supported
by market analysis;
scope was
appropriate and welldefined
Meets all HP
requirements and
includes a compelling
call to action
4. Identify key data
and metrics to
study that are
relevant to
addressing the
problem and/or
opportunity
Weight: 15%
Did not identify key
data and metrics
relevant to the
problem/opportunity or
identified irrelevant
data and metrics
Identified 2 or fewer
key metrics and data
relevant to the
problem/opportunity;
connection to the
problem/opportunity
may be unclear
Identified 3 or more
key metrics and data
relevant to the
problem/opportunity;
connection to the
problem/opportunity
is included, but is
vague or
overgeneralized
Identified 4 or more
key metrics and data
relevant to the
problem/opportunity;
connection to the
problem/opportunity
is clear and specific
Identified 5 or more
key metrics and data
relevant to the
problem/opportunity;
connection to the
problem/opportunity
is clear and specific
and demonstrates
excellent insight into
potential causes and
correlations
5. Identify
stakeholders who
will be involved in
addressing the
problem/opportunity
Weight: 10%
Did not identify
stakeholders and/or
did not explain the
rationale for inclusion
and anticipated impact
Identified some
stakeholders, but
omitted additional
key stakeholders;
provided minimal
rationale for inclusion
and/or missing or
unclear anticipated
impact
Identified all key
stakeholders and
rationale for
inclusion; provided
basic explanation of
anticipated impact
Identified all key
stakeholders and
rationale for inclusion
and addressed the
nature of anticipated
impact
Identified all
stakeholders,
provided rationale for
their inclusion, and
made a clear
connection between
stakeholders and
anticipated impact
based on proposed
actions
6. Describe previous
findings or
experiences related
to the
problem/opportunity
Weight: 15%
Did not describe
previous findings or
experiences related to
the
problem/opportunity
Partially described
previous findings or
experiences related
to the
problem/opportunity;
key findings were
omitted or relevance
was unclear
Satisfactorily
described previous
findings or
experiences related
to the
problem/opportunity;
key findings were
included, but some
explanations of
relevance were
vague
Thoroughly
described previous
findings and
experiences related
to the
problem/opportunity;
findings and
experiences are
reflected in all
elements of the
assignment
Exemplarily
described previous
findings or
experiences related
to the
problem/opportunity;
findings and
experiences are
evident in all
elements of the
assignment and are
integrated in a
meaningful way
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 23 of 31
Assignment 2: Board Brief Part B Data Analysis
Due: Sunday, midnight of Week 5 (Weight: 20%)
Overview
The second part of your Board Brief picks up where the last one left off. Having accurately framed the core
problem/opportunity in Assignment 1, you will now turn your attention to collecting, organizing, and analyzing
the data you are using to test your hypothesis. You are not yet ready to propose a specific action plan for your
business. You will focus on evaluating what data you have and dont have, and on identifying patterns, trends,
and anomalies. Because you can never have complete data, your analysis must acknowledge what you know
and what you dont know. But, even with incomplete data, your actions must be reasonable given the time
frame and resources you have. Those actions your strategic plan will be developed in Assignment 3.
Instructions
For this assignment, you will build on your first assignment by including an additional 3 to 4 pages to present
your analysis of the data. Your submission must include the work you did in Assignment 1 and must provide
relevant and quantifiable data, models, calculations, and analysis. Use the topics below to organize this
section of your Board Brief:
1. Data Sources and Reliability
a. What data were the most critical to the analysis of the problem/opportunity you identified in
Assignment 1? Explain.
b. What sources did you use to gather the data?
c. How reliable and complete are the data you are using? What steps did you take to validate
this?
d. What data are unknown (or unknowable) at this stage? How does this impact your analysis?
2. Data Tools and Analysis
a. Drawing from the Types of Analysis guide and other resources from the course, what tools
and techniques have you used in your analysis? Why did you select these?
b. Applying the analysis tools to your selected data, what patterns, trends, and anomalies did
you uncover?
c. How do these patterns, trends, and anomalies shed light on the problem/opportunity you
identified?
d. Leveraging your work in the Discussion Questions and the guidance from our course
materials, include charts, tables, and/or other visual supports to ensure that your data tells a
clear story that your reader can easily understand.
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 24 of 31
3. Conclusion and Action Items
a. What does your analysis tell you about where you should focus your efforts to drive
meaningful improvement?
Formatting and Submission Requirements
NOTE: Use the Board Brief Checklist in the course shell to help guide your work. As you complete each of
the three assignments, you will add it to the previous assignment(s), so that by the end of Assignment 3, you
will have created a single document for your entire Board Brief
Submit your work in Word
Include a cover page containing the title of the assignment, your name, your professors name, and
the course title and date
Include a references page with your sources
The cover page and the references page are not included in the required page length
Use professional font (Times New Roman or Arial), 10-12 font size, and double-space
Headings are used to identify main topics and subtopics
Paragraphs are separated by a single space
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 25 of 31
Rubric: Assignment 2
Criteria Unsatisfactory Low Pass Pass High Pass Honors
1. Data Sources
and Reliability
Weight:25%
Response was
missing,
inaccurate, or offtopic, and/or
addressed 2 or
fewer of the
questions
Provided a basic
response to 2 or
more of the
questions;
contained minimal
detail or insight
into the value of
the data
Provided a good
response to 3 or
more of the
questions;
demonstrated
good attention to
detail and insight
into the value of
the data
Response
provided a
complete and wellreasoned
treatment of all 4
questions and
provided very good
additional detail
and insight into the
value of the data
Met HP criteria
plus added
significant and
relevant
commentary on
data identification
and collection
and application
processes
2. Data Tools and
Analysis
Weight: 25%
Did not submit an
adequate response
for any of the data
analysis questions
Submitted a
complete and
accurate response
for 2 or fewer
questions
Submitted a
complete and
accurate response
for 3 questions, but
lacked sufficient
exploration of main
themes
Submitted a
complete and wellreasoned
treatment of all 3
questions
supported by
specific examples
Met HP criteria
plus added
significant
relevant insight
from additional
sources
3. Data
Presentation
Weight: 30%
Data presentation
was missing or
poorly displayed;
did not make use
of appropriate
charts, tables,
graphs, or other
tools covered in
the course
Data presentation
used 2 or fewer
tools covered in
the course and/or
selection of tools
was arbitrary and
did not direct the
reader to critical
patterns, trends,
and anomalies
Data presentation
used 3 or more
tools covered in
the course, but
selection of tools
seemed arbitrary;
critical patterns,
trends, and
anomalies were
not clearly
displayed
Data presentation
used 3 or more
tools covered in
the course;
selection of tools
was appropriate for
each data set and
enabled the reader
to clearly identify
critical patterns,
trends, and
anomalies
Met all HP criteria
plus made
excellent use of
color, page
layout, and other
design elements
that made the
paper engaging
and visually
compelling
4. Conclusions and
Action Items
Weight: 20%
Conclusions and
action items were
missing, unclear,
or did not connect
the data and
analysis
Conclusions and
action items were
basic and lacked
sufficient detail or
did not connect the
data and analysis
Conclusions and
action items were
sound and
supported by the
data and analysis
Conclusions and
action items
demonstrated
excellent insight
and were wellgrounded in the
data and analysis,
demonstrating a
solid grasp of realworld obstacles
and opportunities
Met all HP criteria
plus included
additional insights
and references,
demonstrating a
thorough
understanding of
Jacks guidance
on eating and
dreaming
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 26 of 31
Assignment 3: Board Brief Part C Overview of the Strategic Plan
Due: Sunday, midnight of Week 8 (20% of Course Grade)
Overview
The third component of your Board Brief is an overview of your strategic plan. The purpose of the overview
is to give Board members a preview of the key changes you will make in order to implement your plan, and
to explain how these changes will impact the organization. This information enables your Board to come to
the meeting better prepared and to ask more informed questions. Your overview must be clear and
complete enough that it makes sense, but it should not be overly wordy.
Your instructor will review your strategic plan and will provide comments and questions where needed to
help you strengthen your presentation. You will be given these questions in advance of your presentation
and will be expected to address them in your delivery.
Instructions
1. Building on your previous submissions, include an additional 3 to 4 pages to take the analysis work
you have done in the first two assignments and turn it into an actionable plan.
2. An effective plan overview will include:
a. A clear and compelling opening statement (executive summary) explaining the strategic
initiative
b. A high-level outline of your implementation plan, including costs, impact on operations, ROI
projections, competitive advantage, and risks associated with the plan, along with your
mitigation plans
c. A reminder of the challenges and opportunities facing the organization and how your
proposed plan will address these
d. Enough information allowing Board members to prepare for the upcoming meeting and to
formulate additional questions
e. A summary statement recapping why the proposed strategic initiative is necessary and the
approvals being sought at the upcoming Board meeting
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 27 of 31
Formatting and Submission Requirements
NOTE: Use the Board Brief Checklist in the course shell to help guide your work. As you complete each of
the three assignments, you will add it to the previous assignment(s), so that by the end of Assignment 3, you
will have created a single document for your entire Board Brief
Submit your work in Word
Include a cover page containing the title of the assignment, your name, your professors name, and
the course title and date
Include a references page with your sources
The cover page and the references page are not included in the required page length
Use professional font (Times New Roman or Arial), 10-12 font size, and double-space
Headings are used to identify main topics and subtopics
Paragraphs are separated by a single space
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 28 of 31
RUBRIC: Assignment 3
CRITERIA Unsatisfactory Low Pass Pass High Pass Honors
1. Executive
Summary/
Opening
Statement
Weight: 10%
Executive summary
was missing or offtopic
Executive summary
covered main points,
but was disorganized
or overly detailed
Executive summary
provided a basic
synopsis of the
strategic plan
Executive summary
provided an excellent
synopsis of the
strategic plan
Met HP criteria plus
displayed an
engaging style that
indicates a powerful
opening that will grab
the audience
2. Plan Outline
Weight: 30%
Missing, incomplete,
or unrealistic
explanation of the
strategic plan
Strategic plan was
outlined, but lacked
substantive rationale
for key choices and
actions
Strategic plan was
outlined; included
basic rationale and
information on key
choices and actions
Strategic plan
included a clear and
well-reasoned
rationale; included
key information on
strategic choices and
actions
Strategic plan is
justified by keen
insight into market
dynamics and
competitors
strengths, and
provided a viable
solution for both
near-term and longterm growth
3. Financials
Weight: 20%
Performed no
financial calculations
or made substantive
errors
Financial models
and calculations
included minor errors
or assumptions
which did not
materially impact the
strategic plan
Correctly performed
all basic financial
calculation and
modeling
Met Pass criteria plus
included detailed
calculations that
correctly and
accurately
summarized the
financial health of the
organization
Met HP criteria plus
included
comprehensive
forward-looking
calculations of
payback relative to
IRR and other key
performance metrics
4. Competitive
Advantage
Weight: 15%
Did not identify
impact on
competitive strength
or presented
assertions not
supported by data
Identified potential
impact of the
strategic plan move
on competitive
advantage, but did
not address
sustainability of
advantage
Identified potential
impact on
competitive
advantage and
provided basic
insights into the
ability of competitors
to match move(s)
Clearly explained the
sustainability of the
move(s) and why
competitors will not
easily be able to
match
Met HP criteria plus
offered additional
valuable insights into
evidence supporting
the sustainability and
superiority of the
strategic plan
5. Risk
Weight: 15%
Incomplete or
unclear synopsis of
any of the most
important strategic
risks
Risk analysis was
superficial,
demonstrating only a
basic understanding
of the threats to the
proposed strategic
plan
Risk analysis
demonstrated basic
understanding of
risks and the upside
opportunity relative to
that risk
Clearly explained
potential for risk, risk
impact on the
organization, and
plan for risk
mitigation
Met HP criteria plus
explained why
proposed plan is
superior to other riskreward options
6. Summary
Weight: 10%
Missing, incomplete,
or unclear summary
Summary was vague
and/or failed to
connect key
elements of the plan
Summary provided a
basic recap of
connection of key
elements of the plan
Summary recapped
key elements and
drew the Board Brief
to a clear and
concise close
Met HP criteria plus
presented an
inspiring and
compelling call to
action that this is the
plan that will take the
organization forward
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 29 of 31
Assignment 4: Board Presentation
Due: Sunday, midnight of Week 10 (18% of Your Course Grade)
Overview
Youve been working hard, and youve have gained a lot of insight into your organization. You have:
Formed a hypothesis about an area of opportunity to drive meaningful growth (Assignment 1)
Collected and analyzed relevant data to validate your hypothesis (Assignment 2)
Delivered a clear outline of your strategic plan to your Board (Assignment 3)
In completing this work, youve taken a close look at the internal and external environments, youve
examined the financials and determined what is needed to accomplish your plan and what the payback
should look like, and youve looked at the current people and structures in light of what it will take to
execute your plan. Now, theres just one item left to address convince the Board to give you the goahead. This week, youll make your pitch! Remember, you will be making an ask in your presentation, so
always answer questions in your presentation before your audience has an opportunity to raise them.
Instructions
Your presentation must be well-organized, compelling, and delivered with the executive presence expected
of a leader. You should make use of PowerPoint or other visual tools as part of your presentation to
support your delivery. There is no required sequence or organization for your content. You must decide
how you wish to begin, advance, and conclude the presentation. However, you must ensure that you
address the Board Questions you received from your professor in your Board Brief feedback.
If there are data that are important in presenting your plan, you must reference these in your presentation,
but do NOT waste your opportunity in front of the Board by delivering a data dump. Judiciously
referencing key data to support your position is a demonstration of your depth of knowledge and your
capability as a leader, but analytics alone will not win the day. Your presentation will require you to:
Present persuasively, logically, and clearly
Address the following required content areas:
1. Questions received in your feedback from your Board Brief
2. Plan outline and benefits
3. Data collected and analysis overview
4. Competitive and market advantage to be gained from your plan
5. Financials addressing both costs and benefits
6. Risk and mitigation plan
7. Conclusion/recommendations
JWI 599: Business Analytics and Capstone
Course Guide
Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course
guide is subject to change based on the needs of the class.
JWI 599 Course Guide (1218) Page 30 of 31
Demonstrate your executive presence using supporting infographics and delivery to convey
confidence, conviction, energy, and passion
Dress and speak appropriately, and exhibit effective body language and mannerisms, tone, and
mastery of the contentjust as a great leader would
Assume the role of a salesperson asking for funding and permission to proceed by leveraging data
and storytelling to articulate the value, costs, and benefits to the Board
Formatting and Submission Requirements
1. Use the Zoom video tool
2. Your maximum length is 5 minutes
3. IMPORTANT: Submit only the .mp4 format version of your saved file
4. Your presentation must include PowerPoint or other visual support tools
5. Your slide deck is not to exceed 15 slides

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We have a privacy and confidentiality policy that guides our work. We NEVER share any customer information with third parties. Noone will ever know that you used our assignment help services. It’s only between you and us. We are bound by our policies to protect the customer’s identity and information. All your information, such as your names, phone number, email, order information, and so on, are protected. We have robust security systems that ensure that your data is protected. Hacking our systems is close to impossible, and it has never happened.

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The paper is sent to your email and uploaded to your personal account. You also get a plagiarism report attached to your paper.

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