Mhr 305 final group presentation

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Badger ConsultantsKPI, Incorporated: Job Analysis & Client SurveyAnalyzing Client Satisfaction and Improving Accuracy of Job Descriptions to Better Serve Clients

2Meet the TeamBadger Consultants

Darius Hillary Kayla Naus Kelly StrongGabi Caron-Schuler

Ethan Wendland Johnson

Alyssa Wynn

3

THE AGENDA FOR TODAY

ABOUT KPIORGANIZATIONAL CHALLENGES

PROJECTED SOLUTIONS

ANALYSISSCARPELLO, BERGMANN,

LEDVINKA MODEL

KEY RESULTS

RECCOMENDATIONSJOB ANALYSIS

SURVEY

PROJECT OBJECTIVES

4About KPI, IncorporatedCompany Overview

• Kathleen Papa founded KPI, Incorporated in 1993

• In-Home Healthcare Agency• Created out of response to high numbers

of disabled patients wanting to receive in-home healthcare

• Services include skilled nursing and personal care work

• One office in Oconomowoc • 8 Administrative Staff• Over 300 employed nurses, nursing

assistants, and personal care workers

A growing in-home health care agency that started small!

5Organizational Challenges High Demand For Services & Expansion, Low Supply of Staff and Capabilities

Office Staff: 6There are not enough office staff at KPI for the large amount of growth they have experienced.

1.3% Of Nurses

454104>

Capacity

Employees (Nurses): 370KPI currently has the ability to serve 80% of the people who want services because they don’t have enough nurses to accommodate the clients. Clients can take anywhere from 1-9 nurses to accommodate their needs.

Clients Looking for Service: 454 On average 2-3 clients are turned down EACH DAY due to the lack of resources available to KPI. The market also has encouraged KPI to expand into other parts of the Country; however, because they can’t keep up in Wisconsin, they are uncertain how they would begin to expand.

80% Of Clients

6Our Project ObjectivesClean Up Job Descriptions and Provide a Way for KPI to Receive Client Feedback to Improve Business and Plan for Growth

Create Patient SurveyNo current way of conducting research or receiving feedback from their patients (clients) on how they are feeling about the services they are receiving from KPI. High demand - many patients have no other option for care and will not “leave” KPI. Technology – many patients don’t utilize technology and therefore getting a survey to the client is a little more challenging.Conduct Job AnalysisKPI is lacking the resources they need in order to support consumer demand, we will need to conduct a job analysis in order to post relevant job descriptions.Office staff splits many tasks – a few people do a lot. Conducting a Job analysis will help to streamline each position and identify where we need more staff.

Update Job DescriptionsDue to the lack of staff - KPI will need to post updated job descriptions online and on job sites in order to attract the right people for the job. It is imperative that job descriptions are up to date and correctly specify the job requirements/duties and KSA’s necessary.

Analysis of KPI Scarpello, Bergmann, and Ledvinka Model

8Analysis: External EnvironmentScarpello, Bergman, and Levinka Model - 1

Customers• Strong Market for service • Service oriented business -

KPI’s job descriptions will outline clear objectives and requirements for customer

interaction

Competitors• No direct competitors

• Indirect competition from other positions for personal

care workers

TechnologyLittle mention of current

computer system, programs, payroll software in current job

descriptions

Labor Force• Stringent employee

requirements, in experience, certifications,

and personality• Competitive wages at KPI

Government• Government regulates

personal care industry• Interacts with Medicare/Medicaid

Labor UnionsWisconsin Nurses Association

(WNA)

9

Capitalist Slides

Financial• Positions Require: Bookkeeping,

Financial Systems, and Budgeting• No mention of financial programs

used

Operations• Job descriptions have basis for day-

to-day agendas/task• Position interaction with other

positions ensures checks and balances

• Reporting relationships and communication channels are outlined

in descriptions

Sales & Marketing• KPI does not market their business at

this time• Future plans to open Madison office

to relieve stress and increase availability to clients

Analysis: Organizational EnvironmentScarpello, Bergman, and Levinka Model - 2

10Analysis: HRMScarpello, Bergmann, and Ledvinka Model - 3

• New Job Descriptions - will provide basis for recruiting, selection, and evaluation. Pending Approval.

• Training Programs - No mention• Staff Education – ensure that

everyone involved in recruiting, training, and hiring is up to date on most current job descriptions

• Job Descriptions – based off employee interviews & previous description

• Career Paths – little mention beyond initial position

• Job Analysis to Ensure Vertical & Horizontal Integration– none

Planning

Implementation

Outcomes & Evaluation• Evaluation Plan – no mention in job descriptions. Use of Separate plan

• Bi-Yearly Update – implement a check- in on job descriptions twice a year to ensure accuracy and revise if company structure or positions change

• Position Monitor – assign job description monitoring to employee relevant to position to ensure actual tasks/duties align with job description

1

2

3

Key HR ResultsBased on Our 3 Deliverables: Survey, Job Analysis, Job Descriptions

12Key HR Results IntroductionHow Our Key Results Align With Our 3 Project Objectives & Deliverables

Key Result 3:Clear Departments &

Roles

Job Analysis

Key Result 1:Enhanced Customer

ServiceImprove KPI With Feedback

Key Result 2: Improvement of

Website

Customer Survey

Key Result 4:Accurate, Integrated

Job DescriptionsKey Result 5:

The Right Number of People, In the Right

Positions

Job Descriptions

13

Key Opportunities 1

Key Strength 1KIP has extremely high

demand for their services and do not need to spend time or

resources on marketing

Supporting Evidence: • Word of Mouth

• At Client Capacity and Still Receiving Requests Recommendations & Plan: Create a Client

Survey• Focus on KSA’s of nurses and needs of consumers

• Measurable results that can be used to implement changes• Vertical integration with business mission and goals

• Distribute surveys via mail (and electronically), collect results and data

• Adjust to consumer demands accordingly and use during job analysis

Key Result 1: Enhanced Customer ServiceDeliverable: Customer Survey

Develop a way to receive feedback from customers & enhance our services

Supporting Evidence:• No Feedback or

Communication Between KPI & Consumer

• No Way to Know How to Improve

14Key Result 2: Improvement of WebsiteDeliverable: Customer Survey

Key Strength 2KPI currently has a very basic website that is easy to use – mainly designed for employees

Supporting Evidence: • Simple Design• Payroll information for employees is useful

Key Opportunities 2Take advantage of online resources to connect with clients, receive feedback, and respond to questions

Supporting Evidence: • Clients family members are tech savvy and

will utilize this type of communication• No way for clients to easily contact KPI from

the site – have to go through their nurseRecommendations & Plan: Include Feedback & Contact Box + Survey on Site• Want it to be easy for people to give feedback using 1, 3, 9 approach • Give multiple ways for clients with differing abilities to connect with KPI• Help when doing job analysis to have consumer feedback

15Deliverable: Survey 1

16Deliverable: Survey 2

17

Capitalist Slides

Employees have diverse backgrounds and a multitude of skills and are able to work cross

functionally, leading to them working on

Key Strength 3 Lorem Ipsum has two main statistical

methodologies are used in data analysis which summarizes data from a sample using indexes.

Key Opportunity 3

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86%

Analysis: HRMScarpello, Bergman, and Levinka Model - 3

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Capitalist Slides

TABLE FOR CONTENTYour great subtitle in this line

Element Number One

Element Number Two

Element Number Three

Element Number Four

Element Number Five

Fact 01Column Title Fact 02 Fact 03 Fact 04

19Organizational ChallengesHigh Demand, Low Supply

Amanda GrayCEO & Founder

Leadership80%

Enthusiasm90%

Love Pizza50%

Passion95%

[email protected]

Text 832 123 4567

www.company.com

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Capitalist Slides

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Graphic DesignLorem ipsum dolor sit amet, consectetur

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InvestmentsLorem ipsum dolor sit amet, consectetur

34 54 32 43 26 70

UNITED STATES MAPYour great subtitle in this line

Benefits to work with usWrite your great subtitle here.

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Benefit Number Three


Benefit Number Two


Benefit Number One


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Capitalist Slides

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Live LongerLorem ipsum dolor


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Key Result 3: Clear Departments & Roles Deliverable: Job Analysis

Key Strength 3

23Our PhiloshophyWrite your great subtitle here

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24Individual ServiceWrite here your great subtitle here.

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We have High Quality Servers to give the best storage in the cloud.

Cloud Service

Our PortfolioWe love every single project

26Portfolio Layout OneWrite your great subtitle here.

1_Portfolio One

27Portfolio Layout TwoWrite your great subtitle here.


Every single project was created taking care of the details.

28Portfolio Layout ThreeWrite your great subtitle here.


Every single project was created taking care of the details.

29Portfolio Layout FourWrite your great subtitle here.

Project TitleLorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent molestie efficitur est, non




30Simple Project SampleWrite your great subtitle here.


Title of the Project: Classy Girls PhotographyAuthor: Louis Twelve

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Description 03Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam tincidunt ante nec sem congue

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Description 03Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam tincidunt ante nec sem congue

Description 01Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam tincidunt ante nec

sem congue

Description 02Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam tincidunt ante nec

sem congue

Our App Project SampleWrite your great subtitle here

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SearchLorem ipsum dolor sit amet, consectetur adipisicing elit, sed

TagsLorem ipsum dolor sit amet, consectetur adipisicing elit, sed

MessagesLorem ipsum dolor sit amet, consectetur adipisicing elit, sed

QualityLorem ipsum dolor sit amet, consectetur adipisicing elit, sed

SecurityLorem ipsum dolor sit amet, consectetur adipisicing elit, sed

FavoritesLorem ipsum dolor sit amet, consectetur adipisicing elit, sed

App Project SampleMock up are included

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Feature OneLorem ipsum dolor sit amet, consectetur adipisicing elit, sed

Feature TwoLorem ipsum dolor sit amet, consectetur adipisicing elit, sed

Feature ThreeLorem ipsum dolor sit amet, consectetur adipisicing elit, sed

Laptop Project SampleMock up is Included

Time for a break :)It’s time to relax and and enjoy a cup of coffe

Our PortfolioWe love every single project

36Six Months GraphicWrite your great subtitle here.

Jan Feb Mar April May Jun0

100

200

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500

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800

ShopLorem ipsum dolor sit amet,consectetur adipisicing elit, sed do eiusmod tempor

Print ServicesLorem ipsum dolor sit amet,consectetur adipisicing elit, sed do eiusmod tempor

WalletLorem ipsum dolor sit amet,consectetur adipisicing elit, sed do eiusmod tempor

DesignLorem ipsum dolor sit amet,consectetur adipisicing elit, sed do eiusmod tempor

37Editable Bar ChartsWrite your great subtitle here.

Category 1 Category 2 Category 3 Category 40

1

2

3

4

5

6

Series 1 Series 2 Series 3

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purus elementum quis. Sed commodo ante mauris, sed pulvinar erat sollicitudin in. Mauris vehicula

enim quis magna commodo pulvinar. Phasellus ac sem

augue.

Phasellus ac urna a nulla lacinia fermentum. Proin placerat, orci a blandit venenatis, lacus ante

sollicitudin neque, in suscipit eros leo vitae sem. Vestibulum a mattis odio. Aliquam lobortis, sapien

vel accumsan

General Analysis

38Smoot Marked Scatter SampleWrite your great subtitle here.

0

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Phasellus ac urna a nulla lacinia fermentum. Proin placerat, orci a blandit venenatis, lacus ante sollicitudin neque, in suscipit eros leo vitae sem. Vestibulum a mattis odio. Aliquam lobortis, sapien vel accumsan

General Analysis

39Exploded Pie Chart SampleWrite your great subtitle here.

Series 1

Category 1Category 2Category 3Category 4




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General Analysis

40Area Sample ChartWrite your great subtitle here.

0

1

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Phasellus ac urna a nulla lacinia fermentum. Proin placerat, orci a blandit venenatis, lacus ante sollicitudin neque, in suscipit eros leo vitae sem. Vestibulum a mattis odio. Aliquam lobortis, sapien vel accumsan

General Analysis

41A Full Year GraphicWrite your great subtitle here.

Jan Feb Mar April May Jun Jul Aug Sept Oct Nov Dec0

100

200

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Service 1Service 2Service 3Service 4

42Editable Bar ChartsWrite your great subtitle here.

Category 1

Category 2

Category 3

Category 4

0 1 2 3 4 5 6





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General Analysis

43Six Months Sales ReportWrite your great subtitle here.

JANUARY FEBRUARY MARCH APRIL MAY JUNE

25%

75%

25%

25%

25%

75%

44Six Months Sales ReportWrite your great subtitle here.

25%

75%

25% 25%

75%

25%

JANUARY FEBRUARY MARCH APRIL MAY JUNE

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50%50%50%50%50%

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MultimediaLorem ipsum dolor sit amet, consectetur

Graphic DesignLorem ipsum dolor sit amet, consectetur

PhotographyLorem ipsum dolor sit amet, consectetur

InvestmentsLorem ipsum dolor sit amet, consectetur

Services in the MapWrite your great subtitle here

DiagramsFollow us step by step

47What we doWrite your great subtitle here.

Prepare ToolsLorem ipsum dolor

sit amet,consectetur adipisicing elit, sed do eiusmod tempor

ResearchLorem ipsum dolor


PromotionLorem ipsum dolor


CustomerLorem ipsum dolor


48Six Month AnalysisWrite your great subtitle here

Internal FactorsLorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam tincidunt ante nec sem congue convallis. Pellentesque vel mauris quis nisl ornare rutrum in id risus. Proin vehicula ut sem et tempus. Interdum et malesuada fames ac ante ipsum primis in faucibus. Pellentesque‹

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01 –

Janu

ary

02 -

Febr

uary

03 -

Mar

ch

04 -

April

05 -

May

06 -J

une

70% 40% 85% 76% 92% 65%

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494 Steps Process SampleWrite your great subtitle here.

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Research

Set the Time

Delivery

50Six Important FactsWrite your great subtitle here

1 2 3 4 5 6

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Launchamet, consectetur

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Controlamet, consectetur

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Photographyamet, consectetur

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Picturesamet, consectetur

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Sharingamet, consectetur

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Mobileamet, consectetur

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51Six Month AnalysisWrite your great subtitle here


External FactorsLorem ipsum dolor sit amet,

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convallis. Pellentesque vel mauris quis nisl ornare rutrum in id risus. Proin vehicula ut sem et tempus. Interdum et malesuada fames ac

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01 –

Janu

ary

02 -

Febr

uary

03 -

Mar

ch

04 -

April

05 -

May

06 -J

une

70% 40% 85% 76% 92% 65%

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524 Important AreasWrite your great subtitle here

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53Our Process with 4 StepsWrite your great subtitle here


External ResourcesLorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam tincidunt ante nec sem congue convallis. Pellentesque vel mauris quis nisl ornare rutrum in id risus. Proin vehicula ut sem et tempus. Interdum et malesuada fames ac ante ipsum primis in faucibus. Pellentesque‹

Statistics Communication Date and Time Delivery Transport

54

[email protected] 832 123 4567www.company.com

Address OneEnterprise CompanySan Francisco StreetCalifornia LA 77099

Social MediaFacebook.com/LouisTwelveAgencyTwitter.com/ALouisTwelveYoutube.com/LouisTwelve

Thanks for coming!I hope you guys enjoyed it!

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