Ba 550 1 Introduction

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  • 1. ORGANIZATION MANAGEMENT BA 550 John Sloan
  • 2. Introduction – John Sloan
    • Fifth year on the OSU Faculty, teaching BA 357, BA 462, and BA 550
    • 28 years of operations / project management experience with Hewlett-Packard:
      • Different geographical locations
      • Different product lines
      • Different functional responsibilities
      • International experience
      • Experience teaching in a business environment
    • BA Mathematics, 4 years USAF, MBA
  • 3. Introductions
    • Name
    • Undergraduate degree and where/when
    • Business/other experience
    • What do you want to be doing in 5 years?
    • IBP – describe business plan and your assessment of it
  • 4. Formal Course Description
    • Organization-wide implementation issues
    • Driven by change
    • Balanced view of organizational design:
      • Structural
      • Human
    Specific expectations? - Something you are trying to get done - Something you did could have gone better
  • 5. Course Description - restated
    • How do you get an organization’s members collectively do what you need them to do (assume you are in charge)
      • Old tasks
      • New tasks
    • Obtain cooperation from extended team
    • Understand the impact of organizational design
    • Achieve high performance of desired tasks and employee satisfaction
    Driven by change
  • 6. Course Description – Is / Is Not
    • Organizational Behavior
    • Strategic Planning
    • Lecture, Textbook, Multiple-choice testing
    • Deterministic / objective
    IS NOT IS
    • Understanding the effects of the organizational structure and culture on business performance
    • Implementation planning
      • Actions and owners
      • Metrics and control plans
      • Leadership
    • Lecture / discussion / examples (yours and mine), HBR articles, HBR cases and term project
    • Judgment / subjective
  • 7. Course Objectives
    • Identify and explore various aspects of organization design related to implementing strategic plans
    • Learn about diverse, practical approaches to making strategy happen and how to resolve implementation issues
      • Structured planning
      • Measurement and control systems
      • Leadership & coaching
    Cookbook
  • 8. Some Applications
    • Organization-wide change
      • Strategy, e.g. from an airline to a travel-related company
      • Culture, e.g. from a product-oriented to a customer-oriented company
    • Strategic project, e.g. launch a major new product, integrate an acquired company
    • New venture / start-up
    • Change/improvement required by latest annual plan
  • 9. Term project presentations     Term project presentations   6/05 Term project presentations     Term project presentations   5/29 Term project presentations     Term project presentations   5/22   Why Should Anyone Be Led by You? Leadership That Gets Results Tipping Point Leadership Let’s Hear It for B Players In Praise of Middle Managers   5. Leadership 6. Improving Work Performance   5/15 Allentown case     Guest speaker – Bill Buskirk Case discussion   5/08 Silvio Napoli case     4. Managing Organizational Change Case discussion   5/01 Johnsonville case   Framing for Learning – Tech Implementation How to Get Aboard a Major Change Effort   Guest speaker – Cindy Dahl Case discussion   4/24 Americhem case   Turning Great Strategy into Great Performance Governance and Strategy Implementation   3. Structured Planning – Hoshin Planning Case discussion   4/17 Microsoft Vega case    Executing Change: Seven Key Considerations What Leaders Really Do Managing Your Boss   2. Organization Design – 7–S Model Case discussion   4/10       Introductions Syllabus review 1. Introduction to Organization Management   4/03/2007 Assignment   Reading   Topics   Date
  • 10. “ House Rules”
    • Be prepared to respond and share comments with others
    • Listen to others; ask for clarification if necessary
    • Feel free to question my opinions; I do not necessarily know it all
    • Help keep distractions to a minimum: arrive on time, electronics on mute
    • The printed class schedule may change
  • 11. Course Grading
    • Participation / discussion 20% of grade (100/500)
    • Case briefs 50% of grade (50 + 100 + 100 = 250/500)
    • Term project (written and presented) 30% of grade (125 + 25 = 150/500)
  • 12. Case Briefs
    • We will discuss 5 HBR cases in class
    • You will be required to individually submit 3 case briefs (MS Vega + 2 others)
    • See BA 550 Case Briefs.ppt in the public folder
    • Last names beginning with A – M Cases 1, 2 and 4
    • Last names beginning with N – Z Cases 1, 3, and 5
    • Read and be prepared to discuss all cases
  • 13. Case Briefs
    • Problem statement / Background
      • Briefly set the context for the case
      • Raise the major question(s) to be addressed
      • Separate symptoms from problems
    • Possible Solutions / Responses (optional)
      • State alternatives considered
      • Criteria for selection
    • Recommended Solution and its Implementation
      • Who
      • What
      • When
  • 14. Case Briefs - continued
    • One page maximum – no title page
    • Typed – no smaller than 10 font
    • Regular fonts – Arial or Times New Roman
    • Writing quality
    • Read the case instructions (BA 550 Case – XYZ.ppt in the public folder)
  • 15. Case Briefs – Writing Quality
    • Ideas and content Writing is clear, focused, interesting, and compelling. Main ideas stand out and are supported with carefully selected details.
    • Organization The organization strengthens and clarifies the main ideas. The order and structure help the audience understand the material. Smooth transitions among ideas, sentences, and paragraphs. Strong introduction to engage the audience. Well-designed conclusion.
    • Sentence fluency and conventions Writing has an effective flow with strong control over sentence structure (no run-ons or fragments, consistent verb tense, parallel structure, etc.). Proper spelling, capitalization, grammar, punctuation, and paragraph breaks.
  • 16. Case Briefs - Grading
    • Characterization of the problem(s)
    • Conclusions supported
    • Solution workable/practical
    • Writing quality
    • Class discussion
    Content Clear Concise Compelling
  • 17. Term Project
    • This is a group assignment
      • IBP teams to carve out relevant pieces of your business plan, presenting the implementation plan and supporting organizational design.
      • Non-IBP people to form teams of 3-4. Select a topic in implementation or managing change in organizations – present the implementation plan and supporting organizational design.
    • See BA 550 Term Project.ppt in the public folder
  • 18. Term Project – Non-IBP Examples
    • Reviving United Airlines
    • Closure of Gateway’s retail stores
    • Sirikrai Company merger
    • Credit Union system conversion
    • Centralizing OSU’s conference operations
  • 19. Term Project
    • A PowerPoint presentation including:
      • Context
      • Implementation plan for one or two major strategies (the Hoshin planning model is one approach – any logical structure will work). Include performance measures and review process.
      • Organizational design supporting the strategy implementation (the “five circle” model is one approach – use another model if you prefer).
    • In-class presentation
  • 20. BA 462 TERM PAPER – OUTLINE 1. Project Background/Description 2. Scope Statement 3. Priority Analysis (general discussion): a. Time, Cost, Performance trade-off b. Assessment 4. Risk Assessment/Response 5. WBS & Preliminary Schedule – Gantt Chart 6. Network Diagram 7. Resource Allocation Sheet 8. Cash Flow Requirements 9. Managing the Project a. Stakeholder (social network) analysis b. Keys to success 10. Project Update a. Problem Description b. Impact on Project c. Revised Project Estimates (Gantt, Network, Revised Costs) d. Summary (after the update)
  • 21. Term Project – Presentation/Delivery
    • The speaker’s eye contact helps the audience pay attention.
    • Speech is clear and easy to understand. Language is memorable.
    • Voice patterns (tone, inflections, volume, pace) emphasize main points and increase interest in the message. Voice projection is adequate.
    • Nonverbal techniques (facial expressions, gestures, body movements and stage presence) help convey message with energy and enthusiasm, and do not detract from the presentation.
    • Fluent delivery – infrequent fillers (uh, like, and).
  • 22. Term Project - Grading
    • Context (25 points possible)
    • Implementation plan (50 points possible)
    • Organizational design (50 points possible)
    • Presentation (25 points possible – individually graded)
    Team grade
  • 23. ORGANIZATION MANAGEMENT Introduction to Organization Management
  • 24. Strategy is the fundamental pattern of present and planned resource deployments and environmental interactions that indicate how the organization will achieve its objectives Strategy
  • 25. Strategic Planning
    • Environmental scanning (anticipate or understand change pressures)
    • Normative planning or vision/mission
    • Strategic Planning: mission and objectives
    • Strategy Implementation: programs and projects to achieve objectives
    • Strategic Control: performance measures to determine whether objectives are achieved
  • 26. Strategic Control Strategy Implementation Goals and Objectives Vision / Mission
      • Long-range scenarios
      • Economic forecasts
      • Estimates of market size and growth
      • Industry/Competitor analysis
      • Forecast of customer requirements
    Environmental Scanning:
  • 27. Environmental Scanning
    • Vision / Mission:
      • Defines the business
      • Defines position relative to the expected situation in the market place
      • Written vision statements - Sometimes a product of serendipity - More often a result of painful collective effort
    Strategic Control Strategy Implementation Goals and Objectives
  • 28. Environmental Scanning Vision / Mission
    • Goals and Objectives:
    • Goals/objectives are used interchangeably
    • Notion of a cascade of goals and objectives
      • Broad corporate goals: overall profits, growth
      • More specific functional objectives: market share, revenue by product
      • Unit-level objectives that support functional objectives
    Strategic Control Strategy Implementation
  • 29. Strategic Control Environmental Scanning Vision / Mission Goals and Objectives
    • Strategy Implementation:
      • “ Programs and projects” define specific actions / steps necessary to achieve mission and objectives - Launch product X by June 1 - Improve outgoing product quality - Increase creativity in Product Design - Improve morale in Marketing
      • Structural and human resource planning usually included
    How can we measure this?
  • 30. Environmental Scanning Vision / Mission Goals and Objectives Strategy Implementation Strategic Control Systems: Changes to targets, measurements, or performance
  • 31. FIGURE 1.1 The Main Components of the Strategic Planning Process
  • 32. FIGURE 4.8 Strategy and Competitive Advantage The relationship between strategies and resources and capabilities:
  • 33. Intended and Emergent Strategies Source: Reprinted from “Strategy Formation in an Adhocracy,” by Henry Mintzberg and Alexandra McGugh, published in Administrative Science Quarterly , Vol. 30, No. 2, June 1985, by permission of Administrative Science Quarterly .
  • 34. Organizational Structure, Systems, Processes, and Culture Organizational Design Process Strategic Management Process From Galbraith and Kazanjian “Strategy Implementation: Structure, Systems and Process”
  • 35. Organizational Design Variables From Galbraith and Kazanjian “Strategy Implementation: Structure, Systems and Process”
  • 36. Organizational Design Variables From Galbraith and Kazanjian “Strategy Implementation: Structure, Systems and Process”
  • 37. Differences in Strategy Implementation
    • Situational differences:
      • Organizational culture
      • Magnitude / impact of the change
      • Urgency of change
      • Capability of organization to react
      • Cooperation of key personnel
  • 38. Differences in Strategy Implementation - 2
    • Individual differences:
      • Ability of the manager / leader
      • Personal values of the manager / leader
      • Personality of the manager / leader
      • Personal “life” issues at that time
  • 39. Differences in Strategy Implementation - 3
    • Situational differences
    • Individual differences
    • . . . your mileage may vary
  • 40. Strategic Planning in Practice
    • Planning ritual varies across companies
      • Driven from the top or some Corporate Planning unit close to the top
      • Ends in a 1-5 year rolling plan, programs/projects, and budget
    • Budgets get monitored, programs and projects are reviewed, plans are (sometimes) updated, assumptions invariably forgotten
    • Actual strategy can be fluid and clear only among top management or major decision-makers
  • 41. Assignment
    • Read BA 550 class packet:
      • Executing Change: Seven Key Considerations
      • What Leaders Really Do
      • Managing Your Boss
    • Case brief – Microsoft Vega
    • Complete proposal on term project (handout)