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Case Memos
One of the ways that you will develop your skills as a manager is to use
the theories and concepts discussed in the
readings to analyze a series of cases and accompanying
materials
(e.g., new stories, reports, or links to other
materials available on the internet).
that are contained on
Blackboard.
The cases are designed to heighten your
interest and awareness of the significant issues that managers might
face. They also allow you to practice diagnosing management
problems and to develop your ability to respond to these
situations. This does not promise that case users will learn how to
solve problems without creating others but it should help sensitize you
to some of the more obvious issues and traps involved in managerial
problem-solving and help you to better understand the consequences of
alternative courses of action. |
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Since case
analysis essentially is self-learning through simulated experience, its
success depends on the lively interchange of information, ideas, and
opinions brought out in class discussion. Therefore, the case
approach places the responsibility for learning on the student.
Accordingly, you must read each case carefully and come to class
prepared to describe the principal actors, their motivations and know
the key events and their causes or effects. You should also be
able to provide your critique of the case. This involves identify
the key issues or problems and providing a
recommended course of action for avoiding the identified problems
that is rooted in the concepts and theories discussed in the readings.
You must also be able to describe how the case relates to the material
covered in the readings and class discussions and be able to answer the
questions at the end of the chapter. |
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We
will discuss a total of 9 cases over the course of the
semester and you will prepare memos and attachments for at least 7
cases, 2 of which you will present to the class. .Each memo is
limited to 2 single-spaced pages and must be in a standard professional
format. Each memo should be addressed and respond
directly to the following questions and scenarios: |
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| Case #1:
The Blast
in Centralia No. 5: A Mine Disaster No One Stopped:
Assume you are the main staff person for a
special joint committee of the Illinois State Legislature appointed
by the Governor and members of the majority and minority parties in
both houses. The committee is designed to provide a
nonpartisan investigation of the factors that contributed to blast
in Centralia No. 5. Write a memo to the legislative committee
summarizing your findings. Be sure to identify what you think
caused the mine to explode, identify those that should be held
accountable, and make recommendations for avoiding similar accidents
in the future. |
| Case #2:
How a City Slowly Drowned: Suppose you
work for the newly appointed director of the state emergency
management agency in Louisiana. Some time has passed since
Katrina and the new director has some concerns about whether history
may repeat itself and whether the proper steps are being taken to
ensure that a tragedy like this never happens again. Since the
director is new to the region, he has asked you to reflect on the
events that led up to Katrina and contributed to the tragedy that
ensued. In your memo be sure to summarize what you think
caused the tragedy and offer some suggestions for how a future
Katrina might be avoided. |
| Case #3: How Kristin Died:
Suppose you work for the Governor of Massachusetts. The story
of Kristen Lardner's death has now made national headlines. In
response, when asked by a report at a press conference what he
planned to do to protect other women like Kristen, he stated that
his office planned to launch a full investigation of the matter and
he assured them that they would hold any an all parties accountable
for their actions. You have been assigned to lead the
investigation. The Governor's chief of staff has asked you for
a short memorandum summarizing your findings. Be sure to
identify the parties that you feel contributed to Kristen's death
and include recommendations for ways to help reduce the likelihood
of similar tragedies in the future. |
| Case #4:
The Lessons of ValuJet:
Suppose you were a staff person working for the recently ousted
chief regulator of the FAA Anthony Broderick. His replacement
is new to the agency and she has asked you to prepare a memo that
summarizes the main causes of the ValuJet crash and to identify
recommendations for avoiding similar tragedies in the future.
(video
simulation of key events) |
| Case #5:
The Columbia Accident
(No Presentations): Suppose you work for the newly appointed
head of the National Aeronautics and Space Administration
(NASA). In a dramatic
turn, the head of NASA has decided to speed up manned missions to
the moon and then to mars by 2030. However, the director is
worried that a tragic loss of life at the early stages of this new
manned space effort could damage these efforts to revive manned
space flight. Thus, it is critical to avoid the types of
organizational and decision making problems that contributed to the
Challenge and Columbia accidents. Prepare a short memo for the
director that summarizes the main factors that contributed to both
disasters and identify some actions that can be taken to avoid
similar problems in the future. |
| Case #6: The MOVE Disaster
(No
Presentations): Suppose you are the chief
of staff hired by the MOVE commission to investigate the events
surrounding the tragic raid and bombing of their house at
6221 Osage Avenue.
The chair of the commission has asked you to prepare a memorandum to
the committee summarizing your preliminary findings. Be sure
to identify the factors that contributed to the tragedy and to
identify those individuals and organizations that should be held
accountable. Be sure to make recommendations for how a similar
incident with MOVE or some other organization should be handled in
the future.
(MOVE
website) |
| Case #7: Who Brought Bernadine Healy Down? The Red Cross: A Disaster Story
Without Any Heroes: Suppose you are a staff
person for the United States Senate Committee on Finance. One of
your jobs is to staff the Committee's investigation of the Red
Cross, its fund raising practices, and the leadership problems the
Agency has had in recent years as exemplified by the well publicized
firing of Bernadine Healy. You have been asked to write a
short memo examining the firing of Bernadine Healy by the
Committee's ranking majority and minority members, Senator Grassley
and Senator Baucaus, respectively. In your analysis be sure to
identify the factors that contributed to the firing and identify any
other problems that should be of concern to the committee. Be
sure to include any recommendations for improving the functioning of
the Red Cross in the future. |
| Case #8: Waco
(No Presentations):
Suppose you have been hired to lead the Waco Administrative Review
Team for the Department of Treasury. You have been asked by
the Secretary of Treasury to investigate the events surrounding the
Bureau of Alcohol, Tobacco, and Firearms (ATF's) failed raid on the
Branch Davidian Compound. Prepare a memorandum summarizing
your findings. Be sure to identify the factors that
contributed to the failed raid and to identify those who should be
held accountable. |
| Case #9: The
Death of a Spy
Satellite Program: Imagine
you just got hired by one of the big management consulting forms
that manages a lot of government contracts with defense contractors.
You have been assigned to serve as a liaison between the agency that
is designing a new top secret weapons system and a private sector
firm that will do the actual design and testing of the system.
$100 billion has been allocated to the development of this new
weapons system over a 5 year period. Your boss knows you are
familiar with the failure of the FIA project and other problems that
can arise from government contracting. She has requested that
you prepare a short memorandum summarizing the lessons learned from
failures such as FIA and to prepare some recommendations for actions
that can be taken to help ensure the timely and on-budget completion
of this new project. |
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Each memo should also include an attachment
(limited to 3 single-spaced pages). The
attachment provides an opportunity to directly apply and discuss how the
readings relate to the case material. Specifically, each
attachment should include the following: |
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A discussion of how at least 3 – 5
different theories and concepts from the Rainey and Tompkins texts
or theory oriented readings in blackboard help you understand the
case. The discussion need not be in depth
but should use examples to demonstrate how the case demonstrates a
particular theory or concept or conversely how the application of
that theory or concept could have helped manage the problems in the
case better. You should be sure to use different readings for
the theories and concepts (i.e., don't pull all 3 - 5 from the same
chapter or text book). |
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A
discussion of the theory of organizational effectiveness from
Tompkins competing values framework seems to best explain what
happened (or should have happened) in the case.
In other words, which cell in his typology seems to explain the
orientation of the case and would a different emphasis have helped
improve the effectiveness or helped to avoid the problem. If
applicable the coordination and control strategies and motivational
strategies should be summarized. |
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Identify at least one piece of advice
(often in the form of stories and anecdotes) from the
Ashworth text would have helped improve the outcomes of the case.
However, you cannot reuse the same piece of advice in multiple
cases. |
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All students are
required to prepare a memo and attachment for the first case,
The Blast
in Centralia No. 5: A Mine Disaster No One Stopped.
You will also be assigned to present your analysis of the case and
attachment for
one of the following cases. The assignments for
this semester are as follows: |
|
Case |
Monday
Section |
Tuesday
Section |
Case #2:
How a City Slowly Drowned: |
Carrie Carter, Miles Murphy, |
Emma Bennett,
Jessica Stitt |
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Case #3: How Kristin Died:
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Caroline Cook, Leslie Ogilvie,
Veronica Reid |
Casey Martin,
Chris Teeter, Katherine Weeks |
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Case #4:
The Lessons of ValuJet: |
Caroline Dawkins,
Angel Boone |
Kori Deschamps, Megan UpChurch,
Bailey Stearns |
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Case #7:
Who Brought Bernadine Healy Down? The Red Cross: A Disaster Story
Without Any Heroes: |
Jennifer Gallimore, Hayley Sink |
Bige Eversole, Elizabeth VanDer Clute |
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Case #9:
The
Death of a Spy Satellite Program:
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Robert Mendenhall, Aileen
Sutton, Natalie Martz |
Catherine Gunnells, |
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The presentation should be in the form of a briefing about the main
problems and recommended actions and should also speak to the material
from your attachment. You are limited to no more
than 10 minutes for the presentation. You should use
PowerPoint or other appropriate audiovisual aids for your presentation.
You should include a copy of the audiovisual aids
along with your memo and attachment. Your grade on the required
memo presentations will reflect all of these materials as well as the
presentation. |
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Accordingly, you have
no choice in terms of 3 of the memos (The first case on Centralia and
the two required presentations. For the remaining 6 cases, I will
take your best 4 out of 6 grades on the memos and attachments.
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Preparing Your Case Memos
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One of the problems in
getting policy or management decisions lies in posing a question in such
a way that decisionmakers: 1) understand the critical issue requiring
their attention; 2) recognize what the options for acting are; 3) what
your recommendation is; and 4) what the basis or support for your
recommendation is. Typically, this information is
communicated to decisionmakers using a memorandum. However,
there is no one universal approach to writing memos. For example,
while policy memos often focus on analyzing alternatives, management
memos often focus on recommending a course of action to solve a specific
problem, justifying a decision, or stating policy to guide future
actions. |
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To help you develop your analytical and communication skills we will
conduct a series of 9 case analyses,
each of which requires you to prepare a memo or make a presentation that
responds directly to the scenario described above. Case analysis means
that you draw out the pertinent issues from a case. It does not
mean you rehash the facts of the case or simply summarize what has
occurred. Instead, your job is to pretend you
are the character in the case and write the memo to the specific
audience as described in the assignment. You have the main case
reading and other accompanying materials to assist. You can also
look for additional information on the internet but the materials
provided should be sufficient to complete the assignment.
Obviously, you don't have complete information so it is O.K. to get
creative and make reasonable assumptions within the confines of the
guidance provided above. Each memo should be action oriented and
include recommendations for alleviating or avoiding the problem in the
future or use examples and facts from the case to justify the
conclusions that have been reached. Be sure you are as specific as
possible and that you consider the tone and use of appropriate language
and jargon. |
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Your case memos will be evaluated based on your analysis of the case,
the organization of your ideas, your ability to properly apply the
theories and concepts discussed in class and the quality of your writing
(e.g., spelling, grammar, punctuation, etc.). Your goal is to
write as clearly, concisely, and directly as possible. Elegance of
style, while desirable, is a secondary consideration. Short
declarative sentences convey ideas well; convoluted grammar confuses
things and often leads to misunderstandings. Remember that you are
trying to convey your ideas to people who have infinite demands on their
time. A simple, direct style economizes on time.
Length is also a
critical matter, particularly if your memos is addressed to top agency
officials. If greater length is required, it should take the form
of an attached analytical paper with a short cover memo summarizing its
contents. For this class, your case memos should not exceed 2 single-spaced typed pages with 1 inch margins. If it is longer,
I will only read the first two pages and it will be graded
accordingly. The quality of the
attachments will be assessed in terms of their content and conformance
with the guidance provided above. Your memos and attachments are also expected to be professional in nature. Thus,
they should utilize a standard
professional format. Any format is acceptable
provided that is businesslike and prepared in a professional
manner. Your memos and attachments should
be submitted as both a hard copy and electronic copy as a single digital
file. |
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