Effective performers are able to identify problems, solve them, act decisively, and show good judgment. They isolate causes from symptoms and compile information and alternatives to illuminate problems or issues. They involve others as appropriate and gather information from a variety of sources. They find a balance between studying the problem and solving it. They readily commit to action and make decisions that reflect sound judgment.

In th is assign ment you will need to demonstrate Problem Solving & Decision Making skills through an InBasket exercise.

• Your task is to work through the InBasket items and use your Problem Solving & Decision Making skills to take the actions you feel are appropriate.
• You will write out each message as if you are actually on the job.
• Your work must includeat least 1of the following Problem Solving/Decision Making Strategies fromeachcategory:
  • Category #1: "WWWWWH" method, Five Why's, Eisenhower Decision Matrix
  • Category #2: Futures Wheel, PEST, SWOT, Porter's 5 Forces

Summary of your job/ organizational chart:

Healthy Kids Foundation 622 Williamson Parkway, Bismarck, ND 58501 (701) 749-2272 Fax: (701) 223-8735 www.healthykids4ever.com MEMO DATE: March 13th TO: Pat Parker FROM: Alex Clark SUBJECT: My help We are excited you are joining our team! Jaime Lewis just told me you're going to come in on Friday and go through Ryan's in-basket and that you might need my help. I have printed out all of the emails that arrived after Ryan became ill, and have gathered everything else from his in-basket. I just wanted to let you know that I'm here to help you, and to wish you good luck in your new assignment. Leave whatever you need done on my desk and I will get to it first thing Monday morning. I would stay later today to give you a hand, but my daughter Kate has a robotics competition that I can't miss. Welcome to the Healthy Kids Foundation team! I am looking forward to meeting you on Monday. Alex 1Ryan Boyd From: Leslie Perkins Date: Wednesday, March 4 9:20 AM To: Raven Sharp; Marcus Owens; Ryan Boyd; Vanessa Graham Subject: Upcoming Leadership Retreat This is a reminder that we have our mandatory all day leadership retreat on Friday, March 20th in the Healthy Kids Foundation training room. Our agenda will include the following: o Discussion of Kids CAN program launch o Long-term funding opportunities 0 New community partnerships :- Quarterly bonuses for employees With the launch of the new community program \"Kids CAN," I would like each of you to provide some ideas for more community partnerships to increase excitement. motivation, and donor support. It would be great to also think about people and organizations who would be willing to host the Kids CAN community program for the coming year. I would like your ideas -- in written form -- by Wednesday, March 18 in order to compile before the meeting. Your ideas will help make the launch of Kids CAN 3 success! Thanks for your help! Ryan Boyd From: Jaime Lewis Date: Tuesday, March 3 6:57 PM To: Ryan Boyd Cc: Subject: Finalization of Kids CAN Community Program plans Ryan. I've reviewed your plans to have your department ready to implement the new Kids CAN (Choosing Activity and Nutrition) program. I'm impressed with your planning -- it looks like you've thought of everything! I can't wait to see the tools and resources your team have created once they get back from the promotional products company. The Kids CAN program will start on Monday, March 23 with a press conference and ribbon-cutting ceremony at Baxter County Elementary School. Because of the media attention, it's essential that everyone and everything in your department is ready to go on the 23rd. The Healthy Kids Foundation Board, and Leslie Perkins in particular, is very interested in the success of this program, as donors have made signicant nancial contributions to its development and implementation. We have also engaged several new partners, including the Health Department and Baxter County Public Schools, who are ready to begin implementing the program immediately. Keep up the good work! Ryan Boyd From: Michael Welch Date: Friday, March 13 11:12AM To: Ryan Boyd; Raven Sharp; Marcus Owens; Vanessa Graham Subject: Kids CAN Advertising Materials This is to inform you about a problem that we encountered while attempting to create the advertising products for the Kids CAN community program. The products created for the launch used the old logo, not the new logo specifically designed for the Kids CAN launch. The materials also had several misspelled words even after the editors had proofread the materials. We cannot use the current materials and must have them reprinted before we launch the program. The new materials will not be ready until Friday, March 27 and will cost an additional $3,000 over our program budget. Could we get together on Monday afternoon to discuss? Ryan Boyd From: Jesse Marshall Date: Thursday, March 12 4:26 PM To: Ryan Boyd Cc: Subject: Rachel Bowen Ryan, I need to address a serious issue with you that's been a long time coming. Rachel Bowen and her team are not getting their work done. Our department has fewer team members and volunteers but is doing far more work getting new clients engaged in community programs, especially Kids CAN. My Community Health Team should be focused on connecting with health organizations who want to be involved...not educational organizations. The pre-screening survey and program description for all educational programs should be done by Rachel's team, not ours. Rachel's not cooperating with me when I try to talk to her about this -- I'm starting to think she resents minorities in the workplace. Can something be done about this? Thanks for your help, Jesse 5Healthy Kids Foundation 622 Williamson Parkway, Bismarck, ND 58501 (701) 749-2272 Fax: (701) 223-8735 www.healthykids4ever.com EMPLOYEE WARNING NAME OF EMPLOYEE: Samuel Garcia DEPARTMENT: HKF PROGRAM DEPARTMENT SUPERVISOR: Ryan Boyd DATE OF INFRACTION: MARCH 2 DATE OF INTERVIEW: MARCH 17 NATURE OF INFRACTION: SAMUEL, YOU HAVE BEEN REPEATEDLY ARRIVING AT VOLUNTEER EVENTS LATE. I HAVE GIVEN YOU TWO PREVIOUS WARNINGS FOR THIS. FOLLOWING YOUR REPETITION OF THIS BEHAVIOR ON MARCH 2ND I INVITE YOU FOR A FORMAL DISCIPLINARY INTERVIEW TO DISCUSS THIS AT 9AM ON MARCH 17TH ACTION TO BE TAKEN: SAMUEL IS TO ARRIVE TO VOLUNTEER EVENTS AT THE TIME SPECIFIED. PROBATIONARY PERIOD: 3/2 - 3/17 EMPLOYEE COMMENTS: SUPERVISOR SIGNATURE DATE EMPLOYEE SIGNATURE DATE 6Ryan Boyd From: Jesse Marshall Sent: Thursday, March 12 9:17 PM Subject: Request for Promotion Mr. Boyd, Before I transferred from the Operations Department to yours. I spoke with Michael Welch several times about promotional opportunities here at Healthy Kids Foundation. As you know, I came to your department on the same level l was at in the Operations Department. Mr. Welch always reassured me that I'm fully qualied and next on the list for a promotion and raise. I have been at HKF since I was a teenage volunteer, have been here as an employee for 12 years. and haven't received a raise in 2 years. Since there will be a new division starting after the Kids CAN launch, I would like to lead that new team. My experience and background would help me be a successful leader to my coworkers and my team. I would like to talk with you personally about my future. I've watched many male coworkers move up the ladder quicker than me. There are several female employees that feel this way. lwould like to discuss this with you in person on March 18th. Please let me know what time would be convenient. Regards, Jesse Marshall Ryan Boyd From: Jaime Lewis Date: March 6, 12:31 PM To: Ryan Boyd Cc: Subject: FW: Family Pre-screening Surveys and Program Description Ryan, We must have this cleared up before the Kids CAN Community Program launches on March 23rd. Health mentors will need this same information. Let me know what you plan to do! Jaime ------Original Message--- From: Rachel Bowen Date: March 1 10:01 AM To: Jaime Lev Subject: Family Pre-screening Surveys and Program Description Jesse Marshall's Community Health team is not following the plan we all previously agreed to, and it's causing difficulties for my department. Our team needs to provide the Kids CAN pre-screening surveys and program descriptions to Baxter County Elementary by March 18th so they can start enrolling students in Kids CAN prior to the launch. I do not have the pre-screening surveys or the program description. Jesse's team has been spending their time with other potential clients whose programs do not launch until the summer. Baxter County Elementary is one of our newest partners, and this looks bad on us! 8C ONFIDEN TIA L One of my fellow volunteers recently crossed the line with his behavior: I would hate for Healthy Kids Foundation to lose him as a volunteer; however; I cannot tolerate his behavior any longer. He has flirted with me before, but it has now gotten to the point that I am nervous to volunteer with him alone. I looked for Samuel Garcia, his supervisor to let him know. Unfortunately, Samuel wasn't around anywhere. Last week at one of the community events, the volunteer attempted to grab me and move me closer to him. I told him to back off and not touch me, but he became really angry and told me that no one would believe me - especially since no one was around, and I brought this on myself with the way I had been flirting with him! Baxter County Elementary School 1234 Sumner Highway Mondon, ND 58504 March 11 Mr. Ryan Boyd Program Director Healthy Kids Foundation 2011 Shackleford Street Bismarck, ND 12324 Dear Mr. Boyd: Our school is very excited about launching the new and innovative Kids CAN program with the Healthy Kids foundation. We think it can really make a difference with our students. We have especially been looking forward to hosting the ribboncutting and press conference so we can share this new program with the community. I have some concerns about a recent situation, and I'm sending you this letter because I'm hoping we can talk privately. The concern I have is Rachel Bowen. She has not provided the prescreening surveys and program description that we need to recruit and enroll students in Kids CAN. She keeps telling me that she's working on it. As you know, for this program to be successful, we need to actually have participants and we need to make sure we reach the kids who need it most. Rachel isn't as helpful to our school as she should be, and I think some changes need to be made, or we will have to pull out of the initial launch. Will you see me next Monday about 10:30, after our monthly Education Advisory Committee meeting? Sincerely, aye/a Macaw/1y Angela McCarthy Principal Baxter County Elementary School 10 Ryan Boyd From: Vanessa Graham Date: Wednesday March 4, 9:06 AM To: Ryan Boyd Subject: Kids CAN Training Ryan, I am planning for the community stakeholders training on Thursday, March 19th. The timing couldn't have been better as we prepare and engage donors and community Partners right before the launch. You are scheduled to present from 10:00 - 10:30am. until we break for lunch around noon. Your presentation will t perfectly into the agenda since your team will have completed the program description, pre-screening surveys, and additional resources. Contact me when you can; there are a few things I'd like to go over with you. Vanessa 11 Ryan Boyd From: Marcus Owens Date: Wednesday March 4. 9:06 AM To: Ryan Boyd Subject: Grant Writing Workshop Course Name: Grant Writing 101 Description: Define specic, measurable outcomes for grants, and demonstrate how your team can deliver them. Build a basic, doable evaluation plan. Outline a bulletproof budget. Plan ahead for future funding to sustain your program. Understand the grant proposal review process. Format: Lectures, discussions, case studies, and critical analysis during these three two hour sessions each Wednesday. Available Dates: Wednesday, March 18 from 9:00-1 1 :00 am. Wednesday, March 25 from 9:00-11:00 am. Wednesday, April 1 from 53:00-11:00 am. Location: Healthy Kids Foundation Training Room It is mandatory that ALL Directors and Managers who have not attended any grant writing workshops participate in one of the three sessions listed. Please make sure that your team leaders have also registered. This initiative is important for our strategic plan for future funding. If you are unable to attend a session, please notify me immediately by phone or email. Marcus Owens Fundraising Director 12 Summary 1. You are Pat Parker, Program Director for Healthy Kids Foundation. 2. It is now Friday, March 13th, and you have to clear Ryan's in-basket today. 3. You are alone and unable to communicate directly with anyone until you return to the office on Thursday, March 19th. 4. You should approach the in-basket items as though you are actually on the job. 5. You can use e-mail, voice mail, and written notes. Make sure that you write out or video record every communication. 6. Alex Clark, your administrative assistant, is available starting Monday morning to distribute memos, notes, etc.Healthy Kids Foundation Organization Chart Leslie Perkins Board of Directors: Chair Alex Clark Jaime Lewis Administrative Assistant Executive Director & Office Manager Pat Parker Vanessa Graham Michael Welch Raven Sharp Marcus Owens Ryan Boyd Communication Operations Director HR & Finance Director Fundraising Director Program Director Director Samuel Garcia Volunteers Volunteer Director Jesse Marshall Community Health Manager Rachel Bowen Education & Curriculum Manager