Say it ain't so, Joe! Joseph Livingston (Joe) was probably the most self-driven, conscientious and kind-hearted person in the company. His drive came from wanting to really make a difference in people's lives. So, when Joe joined the local chapter of \"Job Support\" for the disadvantaged, he believed his goals to help his community were in perfect alignment with that of the organization. Joe was very knowledgeable and if there were areas he didn't know, he would work hard to read up and prepare well enough to be on par with the best minds to ensure he brought the best and most innovative solutions to the table. Everything was going great in terms of achieving goals by working with team members and meeting deadlines, but the economic crisis that had hit the country was making placements of his clients a lot tougher than it used to be. Nevertheless, Joe and his team were not dissuaded from continuing their efforts. However, being a local chapter, the low placement numbers resulted, in the headquarters choosing to assign a new Chapter Lead (akin to a new CEO of a branch). They hired Evan Johnson as the new Chapter Lead. Evan was a professional with over 15 years of experience in the industry although with no direct experience in creating jobs or any understanding of placement of disadvantaged workers. Joe and his team were looking forward to the new leadership, and in the first few months provided every possible support to bring Evan's vision and goals to fruition. In fact, it was Joe who convinced a lot of his team members to support the new leadership's efforts, even though many of the employees had serious doubts about Evan's intentions and leadership style. After the third month, Joe asked to meet with his immediate supervisor, Sharon Instagram. Sharon had been with the organization for over 25 years and had seen several leaders come and go. She had always been supportive of both the leaders and the employees but was also known to 1 be extremely fair, honest and objective in all her dealings. Sharon was a little in shock after her meeting with Joe. Joe had been her most efficient employee, always cheerful and honest and loved by all the clients. Joe had come in to talk about his complete distaste and distrust of Evan and had a detailed list of facts and evidence and was wondering why nobody was speaking up, and hoped that Evans would be fired. Here is what Joe had explained. Over the past three months, Joe had noticed the following about Evan: 1. Even though they were a non-profit, Evan had come in with a demand of a 6 figure salary with a claim that he could transform the entire organization based on his experience. 2. Evan attempted to re-engineer the organization's processes and paid himself a large bonus amount for the effort. 3. Neither of the above were viewed as bad initially except when the outcomes of their efforts were presented to all the employees. What shocked everyone was that Evan had just rehashed the existing goals and had merely taken all the ideas from the different employees and claimed it to be his grand idea. Furthermore, Evan said the only reason the organization was failing was because the employees were not doing enough, or were not qualified, to see \"his\Case Study Analysis A Harvard Business Review Approach (source: Harvard Business Publishing) Adapted and Modified for Managing Organizational Behavior Class The Steps in Case Analysis include: Getting Oriented Identifying Problems Performing Analysis Action Planning Step 1: Getting Oriented As apparent as it may sound- Read through the entire case without any notes Read it again and then: Categorize the case as: Decision case: describes a decision faced by the case protagonist. You will have to ultimately choose among a finite set of distinct decision alternatives. Problem case: requires you to diagnose a problem in a business case and to formulate possible solutions. Evaluation case: illustrate a business success or failure. You will analyze the underlying reasons for that success or failure to arrive at management lessons. Now re-read the case and identify the general direction and then underline points/quotes/theories/models/aspects that stand out Step 2: Identifying the Problem Identify and note The protagonist The key characters The context The main question you are trying to answer (Be sure you double check this- you need to be sure you have identified the exact question that requires a solution) Then STATE the main question, example- what should person X do?; What is the next step for person Y?; How will person A respond to person Z? and so on...(If problem situation- state the company's situation and needs in order to solve the problem) Finally based on the question you have identified, list the key factors impacting the case Step 3: Performing Analysis Identify and note the foundational problems- two or three key moments, events that have led to the problem/situation Based on the key factors identified in the previous stage now go through the case very carefully and under each category: Begin listing the evidence based facts (from legitimate sources- like company reports, company slide presentations; market reports; expert notes; key communication notes (make sure you separate emotional responses from facts) Then list all the opinions, emotional statements and personal exchanges Next, separate them and categorize as: For and Against the situation/protagonist/company/theory/model If this is a problem case: you will also have to perform data analysis, and/or crunch some numbers to get outputs (but remember numbers are only half the story and only provide further evidence not the solution itself) Finally CONNECT THE DOTS- and write down IF-THEN statements to propose alternative solutions to the situation/problem at hand Step 4: Action Planning Recommendation: Here, you will provide a solution/answer to the problem you identified (double check if you are actually answering the question you stated at first) Next Action Steps (in detailed steps): Short Term Actions Middle-Term Actions Long-Term Actions Finally conclude with a brief summary- include situation, key issues, problem, reasoning and solution (in a few sentences) Note: CASE REPORT FORMAT Even though the four steps are in a sequence they are iterative, which means you may have to go back to previous steps, review, and then change your notes, analysis, etc. as you get closer to the best possible solution/answer For Case discussions you must have carried out all of the above steps and then for the report follow the below format: Case Report (Title of Case and your name)- 2-3 pages only (50 points) Introduction (brief overview of the case and what type of case it is) Key Characters Problem Statement Table of Evidence based facts and Opinions (in two separate columns) and a for and against tabulation of the same Individual Behaviors and Outcomes (chapters 1-6) that are in play here, and the theories, models or concepts most applicable in this situation Analysis (if-then statements with reasoning for possible solutions) Recommendation (What the person/company must do) Action Steps: Short, Medium and Long Term Actions with detailed steps Presentation (50 points) 5 minute presentations only Problem Statement Individual Behaviors and Outcomes (chapters 1-6 only) that are in play here, and the theories, models or concepts most applicable in this situation Recommendation (What the person/company must do) - here add an extra statement, why this will work compared to any other solution! (really think about this-this is the key to your entire presentation) Action Steps: Short, Medium and Long Term Actions with detailed steps Case 1 Say it ain't so Joe!. It is uploaded under Case 1 details on Moodle and available for download. The case report is due on the day of your presentation either as a soft copy (on Moodle) or a hard copy