SlideShare a Scribd company logo
Hi Wilfred,
Don't forget that we have a lunch scheduled on Friday at the
corner deli. It should be fun!
I know I've asked for some other mockups this week but could
you also mockup samples of three different report types (detail,
exception, and summary)? Mae is having a difficult time
visualizing how one of her summary reports would look like.
Also, Maddox Farley wants to know what the parts report will
look like that he will be using several times a day.
How do you plan on distributing each of these reports when
SIM is up and running?
If you could get me these samples soon, I'd appreciate it. I'm
meeting with Mae and Maddox first thing on Thursday.
Thanks.
Carlie
The developers want to know if this new application should run
on a mobile platform. If so, they want to know if it should be
created with responsive web design? What do you think would
be the best and why?
I was wondering if prototyping this system might be more
effective. What are the advantages and disadvantages to this
approach?
Please give me your thoughts on these items by the end of the
day today.
Thanks.
Carlie
Hi Wilfred,
After your presentation last week, the manager thinks an in-
house solution is the way to go. Although our programmers
have much experience with system integration and development,
they have little experience with user design. You'll have to lay
out all the pages of the system. For now, just create a
hierarchical drawing of all the pages needed for this system.
Think of the menu on the top of the screen and what you'd click
on to move to the next screen.
Once you finish the hierarchy, I'll need you to draw out
examples of a few of the screens. For example, show a screen
with a menu, another which requests user input, one that has
methods to contact us, and the last one as an informational
page. The menu screen can be an opening page or even a page to
decide on types of reports to run. The user input page can be
one for any of the users, such as the appointment setters or
technicians. Make sure that you outline all of the required
validation rules for this input page. The informational page can
either be a static page or results from a search. Make sure that
you include navigation buttons on each of these example pages.
I think it would be a nice touch to include our logo on all of
these screens.
MBA 687: Employee Engagement Surveys
Response Rate
The survey response rate is the first indication of the level of
employee engagement
in any organization. Of the 140 employees invited to take the
survey, 40 responded,
which is a response rate of 28.5%. As a rule, rates higher than
50% are best, while
rates lower than 40% may indicate trust problems within the
organization, lack of
faith in leadership, and employees’ reluctance to engage in
improvement efforts
until leadership demonstrates a clear commitment to change.
Company Data
1. Years of service with this organization
Less than 1: 52.5% of respondents
1–2: 27.5% of respondents
3–5: 15% of respondents
6–10: 2.5% of respondents
11–15: 0
16+: 0
Prefer not to answer: 2.5% of respondents
2. My race/ethnic identification
African American or Black: 60% of respondents
Hispanic or Latino/a/x: 12.5% of respondents
Anglo American or White: 12.5% of respondents
Asian: 5% of respondents
American Indian or Pacific Islander: 0
Multiracial or Other: 7.5% of respondents
Prefer not to answer: 2.5% of respondents
3. I am currently in a supervisory role
Yes: 7.5% of respondents
No: 90% of respondents
Prefer not to answer: 2.5% of respondents
4. I received a merit increase during the past two years
Yes: 7.5% of respondents
No: 90% of respondents
Prefer not to answer: 5% of respondents
5. I received a promotion during the past two years
Yes: 7.5% of respondents
No: 90% of respondents
Prefer not to answer: 2.5% of respondents
6. I plan to be working for this organization in one year
Yes: 60% of respondents
No: 12.5% of respondents
Prefer not to answer: 27.5% of respondents
Employee Engagement Questions
Professional Development:
• In the last six months, my manager has talked to me about my
progress, and
we developed goals to help me grow.
o 36% agreement
• I am satisfied with the on-the-job training I have received.
o 27% agreement
• There is adequate cross-training in my department.
o 36% agreement
Company Vision, Values, and Mission:
• I am familiar with the company’s vision and values.
o 26% agreement
• I have a clear understanding of the organization’s direction.
o 36% agreement
• The organization is changing for the better.
o 26% agreement
Teamwork or Workgroup:
• I receive the support I need from employees in my workgroup
to do my job
effectively.
o 89% agreement
• My coworkers make me feel that I am part of the team.
o 78% agreement
• I trust my coworkers.
o 83% agreement
• My workgroup cooperates to get the job done.
o 73% agreement
Senior Leader/Middle Manager:
• Senior leaders focus on creating a positive team atmosphere.
o 36% agreement
• Senior leaders are open, honest, and transparent.
o 36% agreement
• Senior leaders encourage and empower me to take initiative
and suggest
improvements.
o 26% agreement
• My middle manager is open, honest, and transparent.
o 70% agreement
Culture:
• This company is a team-oriented organization.
o 36% agreement
• This company challenges the status quo and seeks continuous
improvement.
o 18% agreement
• Employees have a strong sense of personal responsibility for
the
performance of their department and the performance of the
company.
o 80% agreement
• Overall, people care about my well-being at work.
o 34% agreement
Work Environment:
• I see the connection between the work I do and the benefits
received by
customers.
o 65% agreement
• I have enough authority to make the decisions I need to make.
o 36% agreement
Communications:
• I usually hear about important changes through management
communication
rather than rumors.
o 36% agreement
• In my workgroup or team, my opinions count.
o 72% agreement
Diversity:
• The company tries to promote a work environment free from
discrimination
and harassment.
o 41% agreement
• The environment at the company is supportive of the
expression of different
opinions, styles, and perceptions.
o 18% agreement
• I am satisfied with the company’s efforts to support and
encourage
differences.
o 34% agreement
Productivity:
• The technology, tools, and resources I have access to allow me
to be as
productive as possible.
o 83% agreement
• Staffing levels have kept up with the increasing customer
base, workload, and
infrastructure.
o 26% agreement
• Deadlines set by senior management are realistic.
o 18% agreement
• I am given the opportunity to do my best work.
o 26% agreement
Performance Management:
• I have a clear understanding of work expectations.
o 60% agreement
• My performance has a significant and direct impact on my
pay.
o 26% agreement
MBA 687 LEADERS SELF EVALUATIONS
Note: Individuals rate their skill levels on the following scale:
Not Skilled | Minimally Skilled | Somewhat Skilled | Skilled |
Very Skilled
Title: Vice President
Job Summary
Leads departments and operations for an entire organization and
creates its overall vision,
mission, values, beliefs, and strategic goals. Directs and
evaluates other executive leaders'
work and the success of the organization. Maintains awareness
of external and internal
competitive landscapes, opportunities for expansion, customers,
markets, and new industry
developments and standards. Manages the strategic plan that
guides the direction of a
team's business and collaboratively works with the executive
management team to identify,
prioritize, and act upon company needs, focusing on integrati on
strategies to ensure optimal
efficiency. This position requires competencies such as analytic
and strategic thought, vision,
orientation to detail, customer focus, talent management,
resource management, and
leadership skills.
Vice President Self-Assessment:
As I reflect on this past year, I have driven business expansion
from startup and evaluated the
organization’s success. This past year, we identified ways to
increase revenue and decrease
costs by 10%. I analyzed financial reports with the accounting
manager, prepared new
operating budgets, and greenlit pilot projects using AI and
chatbots to compete in an
increasingly digital economy. My understanding of the external
factors affecting the
organization will help us think ahead and be ready for changes
in the market. My most
tremendous success was bridging the gap between the
company’s day-to-day running and
the board of directors' sweeping visions. Since taking on the
new role, I realize my leadership
skills come from years of experience and knowledge throughout
life. This wisdom has
impacted my judgments, decisions, and actions. I have learned
to focus on a clear purpose
and mission. I have consistently shown commitment and
motivation since joining the
company, and I want us to succeed. I am a leader who focuses
on meeting set deadlines and
objectives on time. I realize that I can be too controlling in a
project, and I don't give other
team members enough room to contribute or develop their ideas.
I must learn to give others
more space and let them take the initiative, too. Maybe I should
try harder to promote the
company's culture and values within my team. While I regularly
hold meetings with this in
mind, I should focus on boosting team spirit and collaboration. I
am often frustrated, and I
find it hard to communicate when faced with other leaders'
behaviors. Despite the challenges
we faced this past year, I am incredibly proud of what my team
and I have accomplished
during the past year.
Skill Level: Not
Skilled:
Minimally
Skilled:
Somewhat
Skilled:
Skilled: Very
Skilled:
Your level of
experience
demonstrating
each competency
I have
not
learned
this
skill
I have little
experience
demonstrating
this
competency
and need
substantial
direction to
perform it
effectively
I have some
experience
demonstrating
this
competency
but still need
guidance
I have a good
amount of
experience
demonstrating
this
competency
independently
I always
demonstrate
this
competency
and could
provide
guidance/
training to
others
Leadership Skills ✔
Strategic
Thinking Skills
✔
People
Management Skills
✔
Change
Management Skills
✔
Communication
Skills
✔
Ethical Practice ✔
Tech Savvy
/Computer Skills
✔
Fostering
Teamwork
✔
Visioning ✔
Self-Awareness and
Emotional
Intelligence (EQ)
✔
Cross-Cultural
Awareness
✔
Learning Agility ✔
Title: Sales Manager
Job Summary
Leads the sales and marketing functions, including strategic
planning, budgeting, forecasting,
and maintaining scalable processes that differentiate and
highlight the value proposition
from concept to execution for all business areas. Drives
profitable revenue and market share
growth through domestic and international marketing programs
to email, print/digital, CMS,
and social media platforms. This person is highly collaborative
and works cross-functionally
to devise campaigns that engage, inform, and motivate to raise
brand awareness. Manages
and coaches inside sales and outside sales teams.
Sales Manager Self-Assessment:
After taking the time to evaluate my performance, I would like
to highlight a few of my best
achievements from the past year. At the beginning of the period,
I spearheaded the launch of
our organization's first sales industry research report. My
promotional efforts helped secure
a speaking engagement at two national sales conferences, which
will help the company meet
its annual objective of increasing industry exposure and
promoting our customer value
proposition. Additionally, I assisted in overhauling our website
content with IT and helped
procure a new data partner. As a result, our paid search efforts’
ROI has increased by 120%
year over year and influenced $6 million in our latest service
line sales. Because of this year's
marketing strategy's ambitious nature, there were times when I
pushed my team hard to
perform at their best, put in extra hours, and deliver on highly
demanding projects. While I
would never compromise on my drive for results, I must take
the time to give more
thoughtful and considerate feedback to members of my team.
This quarter, I noticed that I could have delegated and
communicated strategic goals to our
team better. Passing more projects to the outside sales team will
help me become more
efficient while also providing them more opportunities for skill -
building and career
development. Additionally, I believe meeting with the VP, call
center, and sales team bi-
weekly instead of monthly will help improve cross-department
communication and ensure
marketing campaigns are better aligned with overall company
goals.
By the end of next quarter, my goal is to improve my cross-
cultural practices by taking an
online training session. I've been working more closely with the
call center team in the past
few months and want to collaborate more effectively to
understand and achieve our team
goals.
Skill Level: Not
Skilled:
Minimally
Skilled:
Somewhat
Skilled:
Skilled: Very
Skilled:
Your level of
experience
demonstrating
each competency
I have
not
learned
this
skill
I have little
experience
demonstrating
this
competency
and need
substantial
direction to
perform it
effectively
I have some
experience
demonstrating
this
competency
but still need
guidance
I have a good
amount of
experience
demonstrating
this
competency
independently
I always
demonstrate
this
competency
and could
provide
guidance/
training to
others
Leadership Skills ✔
Strategic
Thinking Skills
✔
People
Management Skills
✔
Change
Management Skills
✔
Communication
Skills
✔
Ethical Practice ✔
Tech Savvy
/Computer Skills
✔
Fostering
Teamwork
✔
Visioning ✔
Self-Awareness and
Emotional
Intelligence (EQ)
✔
Cross-Cultural
Awareness
✔
Learning Agility ✔
Title: Accounting Manager
Job Summary
Manages accounting functions, including analyzing various
accounting functions (A/R, A/P,
cost, and accounting) to understand what makes clients
profitable, ensures accurate
transaction records, evaluates financial processing, and controls
transaction processes.
Manages sub-ledger agreements (inventory, AR, sales, COGS)
to the general ledger and
investigates and corrects any variances. This person sets the
example of integrity, ensuring
monies and assets are protected against unauthorized use or
removal and loss due to a
criminal act or breach of trust. Works cross-functionally,
multitasks, problem solves, thinks
of the big picture, and focuses on process improvements to
improve efficiency and follow
generally accepted accounting principles (GAAP). Coaches
accounting associates and works
with operating managers to ascertain their need for accounting
data.
Accounting Manager Self-Assessment:
After taking the time to evaluate my performance, I would like
to highlight a few of my best
achievements from the past year. At the beginning of the period,
I Initiated corrective actions
for maintaining accounting records, improving record accuracy
by 75%. The accounting team
implemented an accounting records maintenance system,
replacing the old, inefficient one. I
spearheaded our organization's new digital timekeeping system,
replacing the outdated
process and eliminating "paper" timekeeping. We continuously
met audit standards this
year, and this is for two years in a row, owing to exceptional
account management skills. This
quarter, I noticed that I have not been delegating enough work
to other team members and
have challenges communicating strategic goals to our team.
Passing more projects to the
accounting team will help me become more efficient while also
providing them more
opportunities for skill building and career development.
By the end of next quarter, my goal is to streamline the
accounting systems by implementing
standard operating procedures for each subsystem. It is
important not to build silos and
understand the big picture and our team goals. I am working on
transactional accounting
improvement, but I also think a strategic approach is necessary.
I have worked closely with
the customer success coordinator/team leader, but I would like
to address with top
leadership the communication breakdown, the top-down
approach, and ways to collaborate
more frequently. I can offer my professional opinion on where
best to align finance and
accounting programs to the strategic plan and on building action
plans to support overall
business success.
Skill Level: Not
Skilled:
Minimally
Skilled:
Somewhat
Skilled:
Skilled: Very
Skilled:
Your level of
experience
demonstrating
each competency
I have
not
learned
this
skill
I have little
experience
demonstrating
this
competency
and need
substantial
direction to
perform it
effectively
I have some
experience
demonstrating
this
competency
but still need
guidance
I have a good
amount of
experience
demonstrating
this
competency
independently
I always
demonstrate
this
competency
and could
provide
guidance/
training to
others
Leadership Skills ✔
Strategic
Thinking Skills
✔
People
Management Skills
✔
Change
Management Skills
✔
Communication
Skills
✔
Ethical Practice ✔
Tech Savvy
/Computer Skills
✔
Fostering
Teamwork
✔
Visioning ✔
Self-Awareness and
Emotional
Intelligence (EQ)
✔
Cross-Cultural
Awareness
✔
Learning Agility ✔
Title: Customer Success Manager
Job Summary
Manages the customer success function and provides input on
strategic customer plans to
help identify areas where the company can improve overall
service delivery, quality, and
excellence. Develops customer relationships that promote
retention and loyalty. Creates
department policies and procedures that optimize the customer
experience. This person has
the highest accountability level for call center supervision and
performs basic human
resource tasks such as hiring and training staff. Coaches the
customer success
coordinator/team leader in improving service efforts, scoring
performance, and developing
support strategies based on customer feedback.
Customer Success Manager Self-Assessment:
In the past year as a call center manager for the company, I've
increased the customer
satisfaction rate by 37% through overseeing day-to-day contact
center operations and
business planning, employee development, operational
efficiency, and service excellence. I
worked with the customer success coordinator to revise the
existing cold call script and
added a stronger value proposition, resulting in an increased
call time average. We started
interfacing closely with the sales department to ensure
alignment and spent a great deal of
time "QC-ing" or monitoring queues and tracking inbound call
performance. I coached our
customer success coordinator on performance metrics, including
inbound calls, call waiting,
and abandonment rates. We started working on creating a new
customer service training
manual and quality assurance form. I empowered the customer
success coordinator to work
with the accounting team on the new timekeeping
implementation.
After reflecting on my performance, I noticed that while my
ability to build rapport with
employees and customers helps me as a manager, I will need to
delegate more to the
customer success coordinator as the business grows. I began
serving as the backup trainer
and assisted in onboarding nine new representatives, all of
whom finished their first quarter
meeting performance standards. Given this experience and my
commitment to continued
growth, I think there is room for improvement. I want to shift
the call center culture to a
more employee-centric workplace where our employees are
happy, comfortable, and valued.
I am aware of the possibility that the various technological
advancements in AI voice
processing, customer analysis, and chatbots may improve
customer satisfaction; however, it
could also make some employees redundant. I am unsure if our
employees see leadership as
approachable and observant or sensitive to what the agent is
trying to tell us, even indirectly.
If we can fix this, we can improve business performance and
reduce turnover.
Skill Level: Not
Skilled:
Minimally
Skilled:
Somewhat
Skilled:
Skilled: Very
Skilled:
Your level of
experience
demonstrating
each competency
I have
not
learned
this
skill
I have little
experience
demonstrating
this
competency
and need
substantial
direction to
perform it
effectively
I have some
experience
demonstrating
this
competency
but still need
guidance
I have a good
amount of
experience
demonstrating
this
competency
independently
I always
demonstrate
this
competency
and could
provide
guidance/
training to
others
Leadership Skills ✔
Strategic
Thinking Skills
✔
People
Management Skills
✔
Change
Management Skills
✔
Communication
Skills
✔
Ethical Practice ✔
Tech Savvy
/Computer Skills
✔
Fostering
Teamwork
✔
Visioning ✔
Self-Awareness and
Emotional
Intelligence (EQ)
✔
Cross-Cultural
Awareness
✔
Learning Agility ✔
Title: Customer Success Coordinator/Team Leader
Job Summary
Provides industry-leading customer care, order assistance,
technical customer service, and
customer success team leadership while engaging in real-time
troubleshooting of inbound
Tier II and Tier III customer requests by email and telephone.
Coaches employees in all
customer service and contract sales facets, manages the
customer care escalation chain, and
works with the customer success manager to improve overall
service delivery improvement,
quality, and excellence. This person has a high level of
accountability for call monitoring to
improve service efforts and scoring performance and develops
support strategies based on
customer feedback. Works with a knowledge-sharing mindset,
works with a sense of
urgency, works cross-functionally, is a problem solver, and
thinks outside the box while
troubleshooting the root cause of all customer success center
problems to identify the
action(s) required to resolve the customer’s issue immediately.
Serves as customer success
trainer.
Customer Success Coordinator/Team Leader Commentary:
In the past year as lead agent in the call center for the company,
I've worked with my
manager to increase customer satisfaction rate by 37% through
revising the existing cold call
script, adding stronger value propositions, and focusing on
quality control QC-ing and agent
dashboards. I spent time with agents, communicating
performance expectations on inbound
calls, call waiting, and abandonment rates. I monitored calls
using our new quality assurance
form. I handled 15–20 customer requests to speak with a
supervisor per day and positively
resolved the issues. I assisted my manager in 36 employee
evaluations, detailing
observations of positive performance, opportunities for
improvement, and specific details of
supervisor calls taken for the week. I demonstrated the ability to
handle 50 or more calls a
day as the lead customer success agent, too. By decreasing my
talk time by 15 seconds per
call, I believe I can increase my call-per-hour rate by at least
10% next quarter without
negatively impacting customer satisfaction. I also worked with
the accounting manager and
her team to implement the new digital timekeeping system and
train all agents.
After reflecting on my performance, I noticed that while my
ability to work with employees at
all company levels is one of my best skills, I understand our
customers. I am ready to take on
more HR-related responsibilities. I began serving as the lead
customer success trainer and
helped my manager onboard nine new representatives. I would
like to understand the call
center's company goals and work with my manager to shift the
call center culture to a more
employee-centric workplace. Many call center workers have
been here less than two years
(27.5 %), and most call centers run an average 30–45%
turnover. Let's focus on retention. I
believe that additional sales training and education about our
products would help me
increase my up-selling performance in line with company
expectations. I want to discuss a
potential promotion to assistant customer success manager.
Skill Level: Not
Skilled:
Minimally
Skilled:
Somewhat
Skilled:
Skilled: Very
Skilled:
Your level of
experience
demonstrating
each competency
I have
not
learned
this
skill
I have little
experience
demonstrating
this
competency
and need
substantial
direction to
perform it
effectively
I have some
experience
demonstrating
this
competency
but still need
guidance
I have a good
amount of
experience
demonstrating
this
competency
independently
I always
demonstrate
this
competency
and could
provide
guidance/
training to
others
Leadership Skills ✔
Strategic
Thinking Skills
✔
People
Management Skills
✔
Change
Management Skills
✔
Communication
Skills
✔
Ethical Practice ✔
Tech Savvy
/Computer Skills
✔
Fostering
Teamwork
✔
Visioning ✔
Self-Awareness and
Emotional
Intelligence (EQ)
✔
Cross-Cultural
Awareness
✔
Learning Agility ✔
Overview
You are an HR consultant, hired to resolve issues stemming
from communication and coordination challenges between
employees of the U.S. branch and the Singaporean headquarters
of a software solutions provider. You decide to recommend
organization-wide changes to resolve the issues related to
communication and coordination. You evaluate the
organizational change readiness and send a report on change
management models, justifying your selection of a particular
model.
Your efforts are appreciated and well received by the VP and
the leadership team of the software solutions organization.
However, they now want to understand how the training
development needs of the workforce can be strategically aligned
with the organization’s business needs.
You decide to prepare a presentation, detailing the training
requirements for the employees and leadership of the U.S.
branch, as well as leadership at the Singaporean headquarters.
The strategy will target the identification of training that will
improve communication and understanding between employees
at the U.S. branch and leadership at both locations. Such a
training strategy will facilitate interaction between both
locations and align with the business strategy of expanding to
the U.S. market.
Assignment Details
Create a PowerPoint presentation with narration to explain the
methods of strategically aligning skill development with
business strategy in the course scenario. Create speaker notes,
for each slide.
Note:Remember to use both on-screen text and narration or
speaker notes in your PowerPoint slides to convey your
information effectively. Precise and extensive speaker notes
should be used, while addressing all the rubric elements in the
presentation. For example, you can use brief, bulleted lists on
the slide and include detailed explanations in your narration or
speaker notes.
Specifically, you must address the following criteria in your
presentation:
1. Describe the skills required for managers to enable change in
the organization (Singaporean headquarters and U.S. branch).
(2–3 slides)
a. Use the company data provided in the form of Leaders’ Self
Evaluations to complete this step.
b. Why could there be resistance to change implementation
within the organization?
c. Which skills do managers need to help address such
resistance?
2. Explain the methods of aligning training strategy with
business strategy. (2–3 slides)
a. How can training support the strategic goals of the
organization (Singaporean headquarters and the U.S. branch)?
b. What customization is required to align the training at the
U.S. branch to the business strategy defined at the Singapore
headquarters?
c. How can training enable the U.S. branch employees to adapt
to the work culture of the Singaporean head office?
d. What are the learning objectives that will enable the
American employees to meet the business goals defined for the
U.S. branch?
3. Describe twostrategic workforce development goals for the
U.S. branch. (2–3 slides)
a. Use the Employee Engagement Surveysto identify the
strategic workforce development goals.
b. Which data points identify the development goals of the U.S.
branch employees?
c. How can training help meet the development goals of the U.S.
branch employees?
Submission
Submit a PowerPoint presentation with 6–7 slides. References
are included and should be cited in APA format.

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  • 1. Hi Wilfred, Don't forget that we have a lunch scheduled on Friday at the corner deli. It should be fun! I know I've asked for some other mockups this week but could you also mockup samples of three different report types (detail, exception, and summary)? Mae is having a difficult time visualizing how one of her summary reports would look like. Also, Maddox Farley wants to know what the parts report will look like that he will be using several times a day. How do you plan on distributing each of these reports when SIM is up and running? If you could get me these samples soon, I'd appreciate it. I'm meeting with Mae and Maddox first thing on Thursday. Thanks. Carlie The developers want to know if this new application should run on a mobile platform. If so, they want to know if it should be created with responsive web design? What do you think would be the best and why? I was wondering if prototyping this system might be more effective. What are the advantages and disadvantages to this approach? Please give me your thoughts on these items by the end of the day today. Thanks. Carlie Hi Wilfred, After your presentation last week, the manager thinks an in- house solution is the way to go. Although our programmers have much experience with system integration and development, they have little experience with user design. You'll have to lay out all the pages of the system. For now, just create a
  • 2. hierarchical drawing of all the pages needed for this system. Think of the menu on the top of the screen and what you'd click on to move to the next screen. Once you finish the hierarchy, I'll need you to draw out examples of a few of the screens. For example, show a screen with a menu, another which requests user input, one that has methods to contact us, and the last one as an informational page. The menu screen can be an opening page or even a page to decide on types of reports to run. The user input page can be one for any of the users, such as the appointment setters or technicians. Make sure that you outline all of the required validation rules for this input page. The informational page can either be a static page or results from a search. Make sure that you include navigation buttons on each of these example pages. I think it would be a nice touch to include our logo on all of these screens. MBA 687: Employee Engagement Surveys Response Rate The survey response rate is the first indication of the level of employee engagement in any organization. Of the 140 employees invited to take the survey, 40 responded, which is a response rate of 28.5%. As a rule, rates higher than 50% are best, while rates lower than 40% may indicate trust problems within the organization, lack of faith in leadership, and employees’ reluctance to engage in improvement efforts until leadership demonstrates a clear commitment to change.
  • 3. Company Data 1. Years of service with this organization Less than 1: 52.5% of respondents 1–2: 27.5% of respondents 3–5: 15% of respondents 6–10: 2.5% of respondents 11–15: 0 16+: 0 Prefer not to answer: 2.5% of respondents 2. My race/ethnic identification African American or Black: 60% of respondents Hispanic or Latino/a/x: 12.5% of respondents Anglo American or White: 12.5% of respondents Asian: 5% of respondents American Indian or Pacific Islander: 0 Multiracial or Other: 7.5% of respondents Prefer not to answer: 2.5% of respondents 3. I am currently in a supervisory role Yes: 7.5% of respondents No: 90% of respondents Prefer not to answer: 2.5% of respondents 4. I received a merit increase during the past two years Yes: 7.5% of respondents No: 90% of respondents Prefer not to answer: 5% of respondents
  • 4. 5. I received a promotion during the past two years Yes: 7.5% of respondents No: 90% of respondents Prefer not to answer: 2.5% of respondents 6. I plan to be working for this organization in one year Yes: 60% of respondents No: 12.5% of respondents Prefer not to answer: 27.5% of respondents Employee Engagement Questions Professional Development: • In the last six months, my manager has talked to me about my progress, and we developed goals to help me grow. o 36% agreement • I am satisfied with the on-the-job training I have received. o 27% agreement • There is adequate cross-training in my department. o 36% agreement Company Vision, Values, and Mission:
  • 5. • I am familiar with the company’s vision and values. o 26% agreement • I have a clear understanding of the organization’s direction. o 36% agreement • The organization is changing for the better. o 26% agreement Teamwork or Workgroup: • I receive the support I need from employees in my workgroup to do my job effectively. o 89% agreement • My coworkers make me feel that I am part of the team. o 78% agreement • I trust my coworkers. o 83% agreement • My workgroup cooperates to get the job done. o 73% agreement Senior Leader/Middle Manager: • Senior leaders focus on creating a positive team atmosphere. o 36% agreement • Senior leaders are open, honest, and transparent.
  • 6. o 36% agreement • Senior leaders encourage and empower me to take initiative and suggest improvements. o 26% agreement • My middle manager is open, honest, and transparent. o 70% agreement Culture: • This company is a team-oriented organization. o 36% agreement • This company challenges the status quo and seeks continuous improvement. o 18% agreement • Employees have a strong sense of personal responsibility for the performance of their department and the performance of the company. o 80% agreement • Overall, people care about my well-being at work. o 34% agreement Work Environment: • I see the connection between the work I do and the benefits received by customers.
  • 7. o 65% agreement • I have enough authority to make the decisions I need to make. o 36% agreement Communications: • I usually hear about important changes through management communication rather than rumors. o 36% agreement • In my workgroup or team, my opinions count. o 72% agreement Diversity: • The company tries to promote a work environment free from discrimination and harassment. o 41% agreement • The environment at the company is supportive of the expression of different opinions, styles, and perceptions. o 18% agreement • I am satisfied with the company’s efforts to support and encourage differences. o 34% agreement
  • 8. Productivity: • The technology, tools, and resources I have access to allow me to be as productive as possible. o 83% agreement • Staffing levels have kept up with the increasing customer base, workload, and infrastructure. o 26% agreement • Deadlines set by senior management are realistic. o 18% agreement • I am given the opportunity to do my best work. o 26% agreement Performance Management: • I have a clear understanding of work expectations. o 60% agreement • My performance has a significant and direct impact on my pay. o 26% agreement MBA 687 LEADERS SELF EVALUATIONS
  • 9. Note: Individuals rate their skill levels on the following scale: Not Skilled | Minimally Skilled | Somewhat Skilled | Skilled | Very Skilled Title: Vice President Job Summary Leads departments and operations for an entire organization and creates its overall vision, mission, values, beliefs, and strategic goals. Directs and evaluates other executive leaders' work and the success of the organization. Maintains awareness of external and internal competitive landscapes, opportunities for expansion, customers, markets, and new industry developments and standards. Manages the strategic plan that guides the direction of a team's business and collaboratively works with the executive management team to identify, prioritize, and act upon company needs, focusing on integrati on strategies to ensure optimal efficiency. This position requires competencies such as analytic and strategic thought, vision, orientation to detail, customer focus, talent management, resource management, and leadership skills. Vice President Self-Assessment: As I reflect on this past year, I have driven business expansion from startup and evaluated the organization’s success. This past year, we identified ways to increase revenue and decrease costs by 10%. I analyzed financial reports with the accounting manager, prepared new operating budgets, and greenlit pilot projects using AI and chatbots to compete in an
  • 10. increasingly digital economy. My understanding of the external factors affecting the organization will help us think ahead and be ready for changes in the market. My most tremendous success was bridging the gap between the company’s day-to-day running and the board of directors' sweeping visions. Since taking on the new role, I realize my leadership skills come from years of experience and knowledge throughout life. This wisdom has impacted my judgments, decisions, and actions. I have learned to focus on a clear purpose and mission. I have consistently shown commitment and motivation since joining the company, and I want us to succeed. I am a leader who focuses on meeting set deadlines and objectives on time. I realize that I can be too controlling in a project, and I don't give other team members enough room to contribute or develop their ideas. I must learn to give others more space and let them take the initiative, too. Maybe I should try harder to promote the company's culture and values within my team. While I regularly hold meetings with this in mind, I should focus on boosting team spirit and collaboration. I am often frustrated, and I find it hard to communicate when faced with other leaders' behaviors. Despite the challenges we faced this past year, I am incredibly proud of what my team and I have accomplished during the past year. Skill Level: Not
  • 11. Skilled: Minimally Skilled: Somewhat Skilled: Skilled: Very Skilled: Your level of experience demonstrating each competency I have not learned this skill I have little experience demonstrating this competency and need substantial direction to perform it effectively I have some experience demonstrating
  • 12. this competency but still need guidance I have a good amount of experience demonstrating this competency independently I always demonstrate this competency and could provide guidance/ training to others Leadership Skills ✔ Strategic Thinking Skills ✔ People Management Skills ✔ Change Management Skills ✔
  • 13. Communication Skills ✔ Ethical Practice ✔ Tech Savvy /Computer Skills ✔ Fostering Teamwork ✔ Visioning ✔ Self-Awareness and Emotional Intelligence (EQ) ✔ Cross-Cultural Awareness ✔ Learning Agility ✔ Title: Sales Manager Job Summary
  • 14. Leads the sales and marketing functions, including strategic planning, budgeting, forecasting, and maintaining scalable processes that differentiate and highlight the value proposition from concept to execution for all business areas. Drives profitable revenue and market share growth through domestic and international marketing programs to email, print/digital, CMS, and social media platforms. This person is highly collaborative and works cross-functionally to devise campaigns that engage, inform, and motivate to raise brand awareness. Manages and coaches inside sales and outside sales teams. Sales Manager Self-Assessment: After taking the time to evaluate my performance, I would like to highlight a few of my best achievements from the past year. At the beginning of the period, I spearheaded the launch of our organization's first sales industry research report. My promotional efforts helped secure a speaking engagement at two national sales conferences, which will help the company meet its annual objective of increasing industry exposure and promoting our customer value proposition. Additionally, I assisted in overhauling our website content with IT and helped procure a new data partner. As a result, our paid search efforts’ ROI has increased by 120% year over year and influenced $6 million in our latest service line sales. Because of this year's marketing strategy's ambitious nature, there were times when I pushed my team hard to perform at their best, put in extra hours, and deliver on highly demanding projects. While I would never compromise on my drive for results, I must take
  • 15. the time to give more thoughtful and considerate feedback to members of my team. This quarter, I noticed that I could have delegated and communicated strategic goals to our team better. Passing more projects to the outside sales team will help me become more efficient while also providing them more opportunities for skill - building and career development. Additionally, I believe meeting with the VP, call center, and sales team bi- weekly instead of monthly will help improve cross-department communication and ensure marketing campaigns are better aligned with overall company goals. By the end of next quarter, my goal is to improve my cross- cultural practices by taking an online training session. I've been working more closely with the call center team in the past few months and want to collaborate more effectively to understand and achieve our team goals. Skill Level: Not Skilled: Minimally Skilled: Somewhat Skilled: Skilled: Very
  • 16. Skilled: Your level of experience demonstrating each competency I have not learned this skill I have little experience demonstrating this competency and need substantial direction to perform it effectively I have some experience demonstrating this competency but still need guidance I have a good amount of experience demonstrating
  • 17. this competency independently I always demonstrate this competency and could provide guidance/ training to others Leadership Skills ✔ Strategic Thinking Skills ✔ People Management Skills ✔ Change Management Skills ✔ Communication Skills ✔ Ethical Practice ✔ Tech Savvy /Computer Skills
  • 18. ✔ Fostering Teamwork ✔ Visioning ✔ Self-Awareness and Emotional Intelligence (EQ) ✔ Cross-Cultural Awareness ✔ Learning Agility ✔ Title: Accounting Manager Job Summary Manages accounting functions, including analyzing various accounting functions (A/R, A/P, cost, and accounting) to understand what makes clients profitable, ensures accurate transaction records, evaluates financial processing, and controls transaction processes. Manages sub-ledger agreements (inventory, AR, sales, COGS) to the general ledger and investigates and corrects any variances. This person sets the
  • 19. example of integrity, ensuring monies and assets are protected against unauthorized use or removal and loss due to a criminal act or breach of trust. Works cross-functionally, multitasks, problem solves, thinks of the big picture, and focuses on process improvements to improve efficiency and follow generally accepted accounting principles (GAAP). Coaches accounting associates and works with operating managers to ascertain their need for accounting data. Accounting Manager Self-Assessment: After taking the time to evaluate my performance, I would like to highlight a few of my best achievements from the past year. At the beginning of the period, I Initiated corrective actions for maintaining accounting records, improving record accuracy by 75%. The accounting team implemented an accounting records maintenance system, replacing the old, inefficient one. I spearheaded our organization's new digital timekeeping system, replacing the outdated process and eliminating "paper" timekeeping. We continuously met audit standards this year, and this is for two years in a row, owing to exceptional account management skills. This quarter, I noticed that I have not been delegating enough work to other team members and have challenges communicating strategic goals to our team. Passing more projects to the accounting team will help me become more efficient while also providing them more opportunities for skill building and career development. By the end of next quarter, my goal is to streamline the
  • 20. accounting systems by implementing standard operating procedures for each subsystem. It is important not to build silos and understand the big picture and our team goals. I am working on transactional accounting improvement, but I also think a strategic approach is necessary. I have worked closely with the customer success coordinator/team leader, but I would like to address with top leadership the communication breakdown, the top-down approach, and ways to collaborate more frequently. I can offer my professional opinion on where best to align finance and accounting programs to the strategic plan and on building action plans to support overall business success. Skill Level: Not Skilled: Minimally Skilled: Somewhat Skilled: Skilled: Very Skilled: Your level of experience demonstrating each competency
  • 21. I have not learned this skill I have little experience demonstrating this competency and need substantial direction to perform it effectively I have some experience demonstrating this competency but still need guidance I have a good amount of experience demonstrating this competency independently I always demonstrate
  • 22. this competency and could provide guidance/ training to others Leadership Skills ✔ Strategic Thinking Skills ✔ People Management Skills ✔ Change Management Skills ✔ Communication Skills ✔ Ethical Practice ✔ Tech Savvy /Computer Skills ✔ Fostering Teamwork ✔
  • 23. Visioning ✔ Self-Awareness and Emotional Intelligence (EQ) ✔ Cross-Cultural Awareness ✔ Learning Agility ✔ Title: Customer Success Manager Job Summary Manages the customer success function and provides input on strategic customer plans to help identify areas where the company can improve overall service delivery, quality, and excellence. Develops customer relationships that promote retention and loyalty. Creates department policies and procedures that optimize the customer experience. This person has the highest accountability level for call center supervision and performs basic human resource tasks such as hiring and training staff. Coaches the customer success coordinator/team leader in improving service efforts, scoring performance, and developing support strategies based on customer feedback.
  • 24. Customer Success Manager Self-Assessment: In the past year as a call center manager for the company, I've increased the customer satisfaction rate by 37% through overseeing day-to-day contact center operations and business planning, employee development, operational efficiency, and service excellence. I worked with the customer success coordinator to revise the existing cold call script and added a stronger value proposition, resulting in an increased call time average. We started interfacing closely with the sales department to ensure alignment and spent a great deal of time "QC-ing" or monitoring queues and tracking inbound call performance. I coached our customer success coordinator on performance metrics, including inbound calls, call waiting, and abandonment rates. We started working on creating a new customer service training manual and quality assurance form. I empowered the customer success coordinator to work with the accounting team on the new timekeeping implementation. After reflecting on my performance, I noticed that while my ability to build rapport with employees and customers helps me as a manager, I will need to delegate more to the customer success coordinator as the business grows. I began serving as the backup trainer and assisted in onboarding nine new representatives, all of whom finished their first quarter meeting performance standards. Given this experience and my commitment to continued growth, I think there is room for improvement. I want to shift
  • 25. the call center culture to a more employee-centric workplace where our employees are happy, comfortable, and valued. I am aware of the possibility that the various technological advancements in AI voice processing, customer analysis, and chatbots may improve customer satisfaction; however, it could also make some employees redundant. I am unsure if our employees see leadership as approachable and observant or sensitive to what the agent is trying to tell us, even indirectly. If we can fix this, we can improve business performance and reduce turnover. Skill Level: Not Skilled: Minimally Skilled: Somewhat Skilled: Skilled: Very Skilled: Your level of experience demonstrating each competency I have not
  • 26. learned this skill I have little experience demonstrating this competency and need substantial direction to perform it effectively I have some experience demonstrating this competency but still need guidance I have a good amount of experience demonstrating this competency independently I always demonstrate this competency and could
  • 27. provide guidance/ training to others Leadership Skills ✔ Strategic Thinking Skills ✔ People Management Skills ✔ Change Management Skills ✔ Communication Skills ✔ Ethical Practice ✔ Tech Savvy /Computer Skills ✔ Fostering Teamwork ✔ Visioning ✔ Self-Awareness and Emotional
  • 28. Intelligence (EQ) ✔ Cross-Cultural Awareness ✔ Learning Agility ✔ Title: Customer Success Coordinator/Team Leader Job Summary Provides industry-leading customer care, order assistance, technical customer service, and customer success team leadership while engaging in real-time troubleshooting of inbound Tier II and Tier III customer requests by email and telephone. Coaches employees in all customer service and contract sales facets, manages the customer care escalation chain, and works with the customer success manager to improve overall service delivery improvement, quality, and excellence. This person has a high level of accountability for call monitoring to improve service efforts and scoring performance and develops support strategies based on customer feedback. Works with a knowledge-sharing mindset, works with a sense of urgency, works cross-functionally, is a problem solver, and thinks outside the box while
  • 29. troubleshooting the root cause of all customer success center problems to identify the action(s) required to resolve the customer’s issue immediately. Serves as customer success trainer. Customer Success Coordinator/Team Leader Commentary: In the past year as lead agent in the call center for the company, I've worked with my manager to increase customer satisfaction rate by 37% through revising the existing cold call script, adding stronger value propositions, and focusing on quality control QC-ing and agent dashboards. I spent time with agents, communicating performance expectations on inbound calls, call waiting, and abandonment rates. I monitored calls using our new quality assurance form. I handled 15–20 customer requests to speak with a supervisor per day and positively resolved the issues. I assisted my manager in 36 employee evaluations, detailing observations of positive performance, opportunities for improvement, and specific details of supervisor calls taken for the week. I demonstrated the ability to handle 50 or more calls a day as the lead customer success agent, too. By decreasing my talk time by 15 seconds per call, I believe I can increase my call-per-hour rate by at least 10% next quarter without negatively impacting customer satisfaction. I also worked with the accounting manager and her team to implement the new digital timekeeping system and train all agents. After reflecting on my performance, I noticed that while my ability to work with employees at
  • 30. all company levels is one of my best skills, I understand our customers. I am ready to take on more HR-related responsibilities. I began serving as the lead customer success trainer and helped my manager onboard nine new representatives. I would like to understand the call center's company goals and work with my manager to shift the call center culture to a more employee-centric workplace. Many call center workers have been here less than two years (27.5 %), and most call centers run an average 30–45% turnover. Let's focus on retention. I believe that additional sales training and education about our products would help me increase my up-selling performance in line with company expectations. I want to discuss a potential promotion to assistant customer success manager. Skill Level: Not Skilled: Minimally Skilled: Somewhat Skilled: Skilled: Very Skilled: Your level of experience demonstrating
  • 31. each competency I have not learned this skill I have little experience demonstrating this competency and need substantial direction to perform it effectively I have some experience demonstrating this competency but still need guidance I have a good amount of experience demonstrating this competency independently I always
  • 32. demonstrate this competency and could provide guidance/ training to others Leadership Skills ✔ Strategic Thinking Skills ✔ People Management Skills ✔ Change Management Skills ✔ Communication Skills ✔ Ethical Practice ✔ Tech Savvy /Computer Skills ✔ Fostering Teamwork ✔
  • 33. Visioning ✔ Self-Awareness and Emotional Intelligence (EQ) ✔ Cross-Cultural Awareness ✔ Learning Agility ✔ Overview You are an HR consultant, hired to resolve issues stemming from communication and coordination challenges between employees of the U.S. branch and the Singaporean headquarters of a software solutions provider. You decide to recommend organization-wide changes to resolve the issues related to communication and coordination. You evaluate the organizational change readiness and send a report on change management models, justifying your selection of a particular model. Your efforts are appreciated and well received by the VP and the leadership team of the software solutions organization. However, they now want to understand how the training development needs of the workforce can be strategically aligned with the organization’s business needs. You decide to prepare a presentation, detailing the training requirements for the employees and leadership of the U.S. branch, as well as leadership at the Singaporean headquarters. The strategy will target the identification of training that will
  • 34. improve communication and understanding between employees at the U.S. branch and leadership at both locations. Such a training strategy will facilitate interaction between both locations and align with the business strategy of expanding to the U.S. market. Assignment Details Create a PowerPoint presentation with narration to explain the methods of strategically aligning skill development with business strategy in the course scenario. Create speaker notes, for each slide. Note:Remember to use both on-screen text and narration or speaker notes in your PowerPoint slides to convey your information effectively. Precise and extensive speaker notes should be used, while addressing all the rubric elements in the presentation. For example, you can use brief, bulleted lists on the slide and include detailed explanations in your narration or speaker notes. Specifically, you must address the following criteria in your presentation: 1. Describe the skills required for managers to enable change in the organization (Singaporean headquarters and U.S. branch). (2–3 slides) a. Use the company data provided in the form of Leaders’ Self Evaluations to complete this step. b. Why could there be resistance to change implementation within the organization? c. Which skills do managers need to help address such resistance? 2. Explain the methods of aligning training strategy with business strategy. (2–3 slides) a. How can training support the strategic goals of the organization (Singaporean headquarters and the U.S. branch)? b. What customization is required to align the training at the U.S. branch to the business strategy defined at the Singapore headquarters? c. How can training enable the U.S. branch employees to adapt
  • 35. to the work culture of the Singaporean head office? d. What are the learning objectives that will enable the American employees to meet the business goals defined for the U.S. branch? 3. Describe twostrategic workforce development goals for the U.S. branch. (2–3 slides) a. Use the Employee Engagement Surveysto identify the strategic workforce development goals. b. Which data points identify the development goals of the U.S. branch employees? c. How can training help meet the development goals of the U.S. branch employees? Submission Submit a PowerPoint presentation with 6–7 slides. References are included and should be cited in APA format.