Succession Planning Worksheet Case Study Solution


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Succession Planning Worksheet Case Study Analysis

Background and Facts

Succession Planning Worksheet an office products store for small and medium sized services has recently been associated with preparing for a merging with its rival Residence Deport, which has influenced effectiveness degrees in departmentswith the senior supervisor involved in lawful complications presented by the government Trade Commission. With the Marketing Head putting forward the news of his departure from the business in one year, Jeannie Lewis, the current head of procedures has actually been asked to take the role in the future. With challenges in the form of a prospective cultural modification and also low staff member spirits, the company needs a full reengineering initiative at the advertising and marketing division.

Trouble Statement

The prospective cultural modification at the advertising division of Succession Planning Worksheet is boosting unpredictability in the working environment leading to various challenges for the Jeannie Lewis that would be replacing the head of the department in one year. nalysis

PEST analysis

Political Factors: Political factors play a significant duty in influencing critical decisions since Stapes Inc. had to abandon its plans of combining with Workplace Deport after the Federal Trade Payment's intervention while doing so. Offered the fact that the shop has a global existence with branches in UK, U.S.A., Canada and also Germany, political factors in each of these nations may be able to influence efficiency or tactical objectives. Federal Profession Compensation's antitrust match versus the merger used up useful time of the company's senior monitoring suggesting that 'political' factors can have severe implications for a global company.

Economic Factors: Economic factors such as the emergence of small businesses in the international scenario recommend that Succession Planning Worksheet is prospering in a setting where there is potential growth of businesses. Along with this, fact that store clients are mainly searching for office materials for office suggests that the marketplace has a rising fad of entrepreneurs and also online businesses.

Social factors: Social fads in the economic climate show that consumers are searching for comfort along with attractive prices. Marketing research shows how the client for Succession Planning Worksheet lacks recognition about finding services which can use a mix of comfort as well as inexpensive.

Technological factors: Technology plays an essential role in Succession Planning Worksheet's business strategy specifically as the organization is piloting Technology facilities which would certainly supply innovation sales and also support in the form of memory upgrades, outer installations. (Recap of PARASITE in appendix 2).

OB Issues and Manifestations.

Several underlying Business Actions concerns can be seen in Succession Planning Worksheet's case as highlighted in this area.

Concerns regarding social change: There is concern concerning a social modification that would certainly occur once Todd Krasnow leaves from his setting as the Executive Vice Head Of State of Advertising And Marketing with the majority of the employee already revealing discontent over this prospective step. This predicted change has produced stress and anxiety in the workplace which has actually been coupled with the previous tension of preparing the firm for a possible merging with Residence Deport.

Stressful Task Atmosphere for Newcomers: There is scarcity of employees that can match the difficult environment of a busy organization. Not just does this cause problem in finding the ideal people, it puts tension on brand-new hires as can not withstand the pace as well as stress that the organization expects them to birth.

Dual Reporting Lines: Newbies locate this organizational society troublesome and hard to deal with specifically as populated line partnerships are implied to be weaker as a whole and unbiased setup and also efficiency assessment is still done by the solid line supervisor. This means that newbies can shed quality about their corresponding roles and also goals particularly as populated line coverage does not keep them in straight communication with the strong line supervisors.

Resentment From Cross Departmental Hiring: Krasnow's decision to make Lewis his follower as opposed to Bridget Coles even though it had been guessed that the latter would take Krasnow's setting came as a strike to her morale. Lewis might have been qualified and also suitable for the job but the reality that Kransnow's departure would make Coles a straight report to Lewis may have been the reason for Coles' resignation from solutions.

Fear & Task Insecurity: Fear and instability can be recognized as 2 significant worries that Lewis would certainly be managing specifically as the merger has actually currently be terminated as well as two elderly executives of the marketing department would be leaving. The entire duty of the department would certainly be falling on Lewis's shoulders that would certainly not simply supervise of brining concerning a cultural modification yet would certainly likewise need to verify herself in her brand-new duty.

Incompatible Monitoring Design of Leader: Lewis's monitoring style and its conflict with the advertising division's duty can likewise be seen as an OB difficulty specifically as she has been made use of to managing problems in the procedures department where personnel are shown to focus on processes and also obtain them. The advertising and marketing department on the various other hand can be seen as a team of individuals who are used to being nurtured by Krasnow that focused more on outcome than procedures.

Interdepartmental Differences: Interdepartmental disputes in between three departments, advertising and marketing, merchandizing and also operations specifically over the appropriation of the advertising mix can be determined as an additional OB concern. Although the advertising department does not share the very same vision as the other two departments concerning the aloocation of the marketing mix twoards promotions as well as advertsing, the merchandizing and also operations divisions do not concur over the advertising and marketing mix allowance amongst each other either.

Disintegration in Marketing Division: Disintegration between the advertising and marketing departments can be recognized as an additional OB issue which could require further interest. The fact that the marketing and advertising sections in the marketing department are detached is preventing both departments from acquiring from each various other's experience and also knowledge. Integration of advertising with retailing as well as procedures would certainly end up being more difficult if the marketing division itself is degenerated which can be one more potential OB worry.

Succession Planning Worksheet Analysis

Various concepts have actually been utilized to explain the conditions to get further clearness about the circumstance at hand.

McGregor's Concept X & Y: According to Douglas McGregor's Concept X, a lot of supervisors believe that staffs are passive and also careless, have little passion and also resist change. The situation at Succession Planning Worksheet is not entirely complying with Theory X, it can be seen that brand-new hires are discovering this setting rather difficult which might at some point lead to a greater inclination of the monitoring towards Theory X. Even while examining Lewis's monitoring style, concept X may have been ideal in the operations division to some extent but the Marketing department would call for dependence on Theory Y in order to obtain the imagination as well as creativity from the teams.

Tuckman's Synergy Concept: As far as Lewis's worry regarding bringing consistency between the advertising and also advertising and marketing division is concerned, this would at first lead to clash as discussed by Bruce Tuckman in his 'Synergy Concept'. By combining the advertising and advertising and marketing department's work, there might be the same preliminary disconnect which might lead to the 2nd phase of 'storming' where the groups challenge one another.

When individuals are presented with adjustment, they get in stage one as well as so there may be feelings like despair, unpredictability, frustration, rage, fear, denial as well as disorientation.The situation at the advertising and marketing department of Succession Planning Worksheet is comparable so Lewis can obtain comfy with the idea that it is not remarkable behavior. It is during this stage that Lewis will have to provide support to the department so that they can locate a sense of instructions. It can be seen just how Krasnow has actually already made this shift less complicated by making Lewis get involved in the department a year before his actual departure.

Maslow's Demand pecking order: The OB issue pertaining to insecurity at the work environment has actually been activated first of all by the change in management and also secondly by the truth that the merger will no more be started. Abraham Maslow in his Theory of 'Demands Hierarchy' (appendix 5) has discusses the importance of 'protection needs as being a reduced level need of a human for triggering motivation. As seen in the pyramid cooperated appendix 3, we can see just how 'the requirement to really feel secure as well as untouched' goes to the 2nd degree of needs. Prior to a staff member can be made to establish emotionally, he needs to have his 'Physiological 'as well as 'Safety' requires fulfilled. This shows that unless the personnel are made to really feel secure about their present work status in Succession Planning Worksheet they may not get to 'Self-Fulfillment'. (King, 2009).

SWOT Analysis for Succession Planning Worksheet Case Study

Ramification of Analysis.

The OB analysis has checked out various theories to understand exactly how to deal with the current situation handy. The following 3 options have actually been recommended to aid Lewis handle the organizational challenges in the advertising and marketing department. Each of these alternatives has actually been suggested for reducing the change needed to bring the advertising department in line with the requirements of the marketplace and for making the cultural modification that would follow once the current leader leaves.

Combination of marketing and advertising features. Separating Adverting and also Production features. Assimilation of Marketing with Operations.

Assessment of Alternatives.

Judith Shapiro that has earlier been spoken with by Lewis during the earlier merging days has competence in business-to-business advertising and marketing along with agency and also retail advertising experience. As soon as Krasnow leaves, Lewis can employ Shapiro as an EVP for marketing to handle both advertising and marketing as well as advertising functions.

The benefit of this technique is that it will incorporate the two functions while lowering the requirement for hiring an extra source for advertising. Lewis would certainly be heading the advertising and marketing division as well as in any kind of case her substitute would certainly be required for the present function that she is performing. The drawback of this alternative is that external hiring might bring about animosity from internal employees who might be looking at the position of EVP after Lewis takes control of Krasnow's placement.

Separating Adverting and also Production: Provided the competitive stress and also high top quality work needed from the advertising agency, it is advised that Lewis must enable the production device to be a different function from the advertising and marketing unit. Since many advertising companies had these two features as separate systems, it makes more feeling to follow the norm.

Assimilation of Advertising And Marketing with Workflows: Since Lewis is already looking after the advertising and also procedures divisions at the same time; it makes sense to incorporate both features since she has been effectively looking after both ends. The reality that the two divisions currently have significant differences over allotment of resources suggests that this integration may have the ability to bring about harmony specifically as Lewis would certainly be heading both ends.However there are numerous drawbacks of this step specifically as it would place too much worry over Lewis's shoulders. The reality that Lewis has to adapt her administration style for the advertising division recommends that these 2 departments would be culturally diverse. Along with this, Lewis might not be able to apply one kind of management design to both divisions which can result in inefficiency in either among the two functions.


An examination of the three options suggests that combination of advertising and marketing and operations would certainly not be a feasible action due to the substantial distinctions between the two departments regardless of the reality that presently Lewis is dealing with both. While splitting up of the production function may have been a favorable action for the advertising and marketing division, the truth that it would certainly mean putting a third feature under Lewis's wing means this ought to be avoided.

Action Strategy.

Lewis will take control of the duty of EVP Advertising and marketing after Krasnow leaves.

Marketing and advertising functions would certainly be merged.

Judith Shapiro will be hired to take Lewis's area as SVP of marketing and advertising.

Production feature will certainly remain component of advertising and marketing under advertising feature.

Lewis will certainly separate herself from operations.

A democratic leadership design with staff member empowerment will be used in advertising division.

Open door plan as well as focus on cross department communication will certainly be focused on removing dissonance.

Backup strategy.

If the assimilation does not exercise as intended, a contingency strategy would adhere to which would divide the production function from the marketing feature to decrease the lots on the SVP of advertising and marketing. In case Judith Shapiro does not obtain employed, Lewis will certainly be heading the advertising and marketing division without an SVP. Because case the production feature will definitely be divided by placing it under an SVP production.