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Moss and McAdams Accounting Firm
Project Management
Moss and McAdams Accounting Firm
2
40%>5yrs
160 employees
6 Offices
Corporate
audits & tax
preparations
Corporate audits
& tax
preparations
Main office
Ruby Sands
(Office Manager)
Bruce Palmer
(Promoted)
Ken Crosby
(New member)
Johnsonville
Trucks audit
(5 member team)
Springfield Metal
Project
Johnsonville Zeke
Olds
Project Management)
Question 1: If you were Palmer at the end of the
case, how would you respond?
3
Project Management
Weak Matrix due to
different dimensions
Undefined
responsibilities
Power structure &
accidental manager
Delegation & span
of authority
• Admit to Sands decision
• Take account and respect Old’s
preference
• Arrange for a smooth transition
• Request Crosby to let Old handover
in a more responsible manner
• Keep attachment of Olds with the
project for certain period of time
• Request Sands for training and
development on project and people
management
Question 2: What, if anything, could Palmer
have done to avoid losing Olds?
4
Project Management
Define clear goals and
objectives for Olds
Alternative full days
instead of half day
switch
Change the job role of
Olds to more consulting
Emotional bonding,
flexibility & freedom for
Olds
Question 3: What advantages and disadvantages of a
matrix type organization are apparent from this case?
5
Project Management
Maximizing
resources
Advantages
Deployment of Olds into the
Springfield project
Ambiguity &
non-accountable
Disadvantages
Olds used to receive call and emails
from Crosby in Palmer’s office
Increased
Teamwork
Socialization, lunch and playing golf
by Crosby over the weekends
Professional
Development
Olds found Consultancy to be more
interesting over auditing
Flexibility of
work
Time managed on their own (Team
lunch, match ticket, motivations)
Empathy &
socialization
Bonding among the team members
and small measures motivate
Disrupted
Schedules
Olds running late for Palmers office
being stuck in meetings
Lengthy decision Too many cooks spoil the broth
Ambiguous roles Olds facing problem with mind
switching between the projects
Balance of
Power
Paranoia of Palmer and enforcing
authority over Olds.
Caught in the
middle
Olds got stuck between the project
responsibilities
Question 4: What could the management at M&M
do to more effectively manage situations like this?
6
Project Management
Stability of
resources
Project size
Level of
importance
Conflict
management
tools

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Moss & mc adams case analysis

  • 1. Moss and McAdams Accounting Firm Project Management
  • 2. Moss and McAdams Accounting Firm 2 40%>5yrs 160 employees 6 Offices Corporate audits & tax preparations Corporate audits & tax preparations Main office Ruby Sands (Office Manager) Bruce Palmer (Promoted) Ken Crosby (New member) Johnsonville Trucks audit (5 member team) Springfield Metal Project Johnsonville Zeke Olds Project Management)
  • 3. Question 1: If you were Palmer at the end of the case, how would you respond? 3 Project Management Weak Matrix due to different dimensions Undefined responsibilities Power structure & accidental manager Delegation & span of authority • Admit to Sands decision • Take account and respect Old’s preference • Arrange for a smooth transition • Request Crosby to let Old handover in a more responsible manner • Keep attachment of Olds with the project for certain period of time • Request Sands for training and development on project and people management
  • 4. Question 2: What, if anything, could Palmer have done to avoid losing Olds? 4 Project Management Define clear goals and objectives for Olds Alternative full days instead of half day switch Change the job role of Olds to more consulting Emotional bonding, flexibility & freedom for Olds
  • 5. Question 3: What advantages and disadvantages of a matrix type organization are apparent from this case? 5 Project Management Maximizing resources Advantages Deployment of Olds into the Springfield project Ambiguity & non-accountable Disadvantages Olds used to receive call and emails from Crosby in Palmer’s office Increased Teamwork Socialization, lunch and playing golf by Crosby over the weekends Professional Development Olds found Consultancy to be more interesting over auditing Flexibility of work Time managed on their own (Team lunch, match ticket, motivations) Empathy & socialization Bonding among the team members and small measures motivate Disrupted Schedules Olds running late for Palmers office being stuck in meetings Lengthy decision Too many cooks spoil the broth Ambiguous roles Olds facing problem with mind switching between the projects Balance of Power Paranoia of Palmer and enforcing authority over Olds. Caught in the middle Olds got stuck between the project responsibilities
  • 6. Question 4: What could the management at M&M do to more effectively manage situations like this? 6 Project Management Stability of resources Project size Level of importance Conflict management tools