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CASE ANALYSIS: THE LETTERS
Kathleen C. Abaja
DEM Student
DEM 738 EXECUTIVE TRAINING AND
DEVELOPMENT FOR EDUCATIONAL MANAGERS
DR. THERESITA V. ATIENZA
COMPONENTS OF A CASE ANALYSIS
CASE BACKGROUND
PROBLEM STATEMENT
PROBLEM ANALYSIS
ASSUMPTIONS
SWOT ANALYSIS
RECOMMENDATIONS
LESSONS LEARNED
CASE BACKGROUND
 Ryan – New project team manager for XRS Laser
Group
 Larry – Asked to attend XRS Group’s annual retreat
3 years prior
 John Everett – previous, irresponsible, bad project
manager
 Team was not turning out results
 Friction among members
 Not participative
 Social butterfly
 Does not take job seriously
 Kate Pringle – department head, old contact of
Larry
PROBLEM STATEMENT
Macro (Long-Term)
The project team was not functioning
fast enough and not turning out
results.
John displayed little or no quality
leadership skills.
There was lack of communication
resulting to friction among members of
the team.
PROBLEM STATEMENT
Micro (Short-term)
John thought of himself as the “big
cheese”, the old-fashioned macho
manager.
John disregarded team building
exercises. John’s team took the
retreat as a joke.
Friction Among
Team Members
Inappropriate
Behavior
Lack of
Communication
Inadequate
Leadership skill
PROBLEM ANALYSIS
Loss of
Productivity and
Delay of Growth
CAUSE EFFECT
ASSUMPTIONS
In effect of John’s dysfunctional
leadership and inappropriate
behaviour, the XRS Laser Group
became less productive which
yield to the delay of growth. The
goals were not met at the desired
time frame and there was some
friction among team members.
SWOT ANALYSIS
POSITIVE NEGATIVE
EXTERNALINTERNAL
STRENGTHS
THREATS
WEAKNESSES
OPPORTUNITIES
 Experience and
knowledge
 Competence and
capabilities
 Quality and reputation
 Leadership
inadequacy
 Gap in skills and
knowledge
 Low morale among
team members
 Innovation and
technology development
 Diversify the business
 Market demand
 Loss of major customers
 Strong competition,
competitive pricing
 Loss of alliance and
partners
 Economic condition
 Loss of key staff
RECOMMENDATIONS
 Have a clear vision. As a leader, it is your
job to provide a clear path that your team
can follow.
 Strive to enhance your leadership skills.
Think of ways that you can implement
leadership strategies in your daily life at
work.
 Improve communication skills.
Understanding the communication process
will open many doors to improve
productivity.
RECOMMENDATIONS
Be willing to admit and learn from
failures and weaknesses. The most
successful leaders know that the key
to success is not in avoiding falling or
failing, but to learn from their mistakes.
Hold team buildings. These would
encourage team work to bring out the
best of the employees.
LESSONS LEARNED
Teamwork is the ability to work together toward a
common vision. The ability to direct individual
accomplishments toward organizational objectives. It is the
fuel that allows common people to attain uncommon
results. It is also very important that everyone else on the
team understands the meaning of teamwork. --Andrew
Carnegie
 Lesson # 1: Knowing Your People
You need to have a good understanding of your
people.
 Lesson # 2: Having One Common Goal
Hence, there must be one common goal for the
group and each individual act should complement the
actions of the other members of the team and vice versa.
LESSONS LEARNED
 Lesson # 3: Empowering the Team
Making your employees feel like they are a
valuable part of the team.
 Lesson # 4: Facilitating Open Communication
When there is openness and free communication
in the team, it is easier to get things done. It is therefore
the job of the leaders to facilitate open communication.
 Lesson # 5: Measuring Teamwork Performance
Continually
Teamwork performance has to be measured
regularly so as to ensure that these teams are truly
working for the benefit of the organization.
“…abusive and incompetent
management creates billions of dollars of
lost productivity each year”
- Donald R.Brown
Thank you!!!

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Case Analysis: The Letters

  • 1. CASE ANALYSIS: THE LETTERS Kathleen C. Abaja DEM Student DEM 738 EXECUTIVE TRAINING AND DEVELOPMENT FOR EDUCATIONAL MANAGERS DR. THERESITA V. ATIENZA
  • 2. COMPONENTS OF A CASE ANALYSIS CASE BACKGROUND PROBLEM STATEMENT PROBLEM ANALYSIS ASSUMPTIONS SWOT ANALYSIS RECOMMENDATIONS LESSONS LEARNED
  • 3. CASE BACKGROUND  Ryan – New project team manager for XRS Laser Group  Larry – Asked to attend XRS Group’s annual retreat 3 years prior  John Everett – previous, irresponsible, bad project manager  Team was not turning out results  Friction among members  Not participative  Social butterfly  Does not take job seriously  Kate Pringle – department head, old contact of Larry
  • 4. PROBLEM STATEMENT Macro (Long-Term) The project team was not functioning fast enough and not turning out results. John displayed little or no quality leadership skills. There was lack of communication resulting to friction among members of the team.
  • 5. PROBLEM STATEMENT Micro (Short-term) John thought of himself as the “big cheese”, the old-fashioned macho manager. John disregarded team building exercises. John’s team took the retreat as a joke.
  • 6. Friction Among Team Members Inappropriate Behavior Lack of Communication Inadequate Leadership skill PROBLEM ANALYSIS Loss of Productivity and Delay of Growth CAUSE EFFECT
  • 7. ASSUMPTIONS In effect of John’s dysfunctional leadership and inappropriate behaviour, the XRS Laser Group became less productive which yield to the delay of growth. The goals were not met at the desired time frame and there was some friction among team members.
  • 8. SWOT ANALYSIS POSITIVE NEGATIVE EXTERNALINTERNAL STRENGTHS THREATS WEAKNESSES OPPORTUNITIES  Experience and knowledge  Competence and capabilities  Quality and reputation  Leadership inadequacy  Gap in skills and knowledge  Low morale among team members  Innovation and technology development  Diversify the business  Market demand  Loss of major customers  Strong competition, competitive pricing  Loss of alliance and partners  Economic condition  Loss of key staff
  • 9. RECOMMENDATIONS  Have a clear vision. As a leader, it is your job to provide a clear path that your team can follow.  Strive to enhance your leadership skills. Think of ways that you can implement leadership strategies in your daily life at work.  Improve communication skills. Understanding the communication process will open many doors to improve productivity.
  • 10. RECOMMENDATIONS Be willing to admit and learn from failures and weaknesses. The most successful leaders know that the key to success is not in avoiding falling or failing, but to learn from their mistakes. Hold team buildings. These would encourage team work to bring out the best of the employees.
  • 11. LESSONS LEARNED Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results. It is also very important that everyone else on the team understands the meaning of teamwork. --Andrew Carnegie  Lesson # 1: Knowing Your People You need to have a good understanding of your people.  Lesson # 2: Having One Common Goal Hence, there must be one common goal for the group and each individual act should complement the actions of the other members of the team and vice versa.
  • 12. LESSONS LEARNED  Lesson # 3: Empowering the Team Making your employees feel like they are a valuable part of the team.  Lesson # 4: Facilitating Open Communication When there is openness and free communication in the team, it is easier to get things done. It is therefore the job of the leaders to facilitate open communication.  Lesson # 5: Measuring Teamwork Performance Continually Teamwork performance has to be measured regularly so as to ensure that these teams are truly working for the benefit of the organization.
  • 13. “…abusive and incompetent management creates billions of dollars of lost productivity each year” - Donald R.Brown

Editor's Notes

  1. Macro The team lacks of cohesion. The team is unproductive.
  2. B. Micro 1. There are some frictions among the team member. And the atmosphere is full of pressure. 2. The team is too low-keyed and their actions are nothing specific. 3. The communication arranged by John is always out of focus. And the team can’t make decisions. 4. No process intervention during the retreat. 5. The time of retreat is too short for a team to get improved.
  3. II. Causes 1. The practitioner, John, is the old-fashioned macho manager. He rarely communicate with his team member effectively. 2. There is no goal, purpose during the retreat. And the company provides no effective way for an outsider to do some process interventions. The observation of the outsider makes no sense. 3. There is no norm in the team. Everyone just does what they want. III. System affected 1. Structural- The outsider is just a kind of decorations. He can’t help the team. 2. Managerial- No one is the real leader of the team. 3.Goals – No purpose was set by the company. That makes the team lost.
  4. Three alternatives should be adapted. And a process intervention needs a goal to change. All the team members can set down and think carefully. What they really need. By setting group norm, the outsider helps team members to know what role they should play. Making decision can help the team change the current situation.
  5. Lesson 1 : Spend time with them. Talk to them. This way, you will come to understand what they care for individually.
  6. Lesson 3: Everyone needs to receive positive feedback at times so that they understand that they are an important, contributing team player.