Team Supervisor

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Team Supervisor Student: 55722 Anna Catherina Magrietha Roodt ID No: 8204280084088

Team Supervisor 17

Team Supervisor

Student:5572

Anna Catherina Magrietha Roodt

ID No: 8204280084088

Cell: 0798805026

Email: [email protected]

Address: 12 Churchill str

Duncanville

Vereeniging

1939

Team Supervisor

Introduction

Unimpeachably, when people join forces and set to work effectively as a team, they stand a chance of drawing an entire spectrum of ideas and various experiences that result into innovative solutions. As a team supervisor in any given workforce, it is fundamental that one should be able to bring forth and sustain a sense of peer support, collaboration and affiliation for your members. Moreover, leadership calls for the creation of a compelling vision of the future, communicating that vision and helping people understand and commit to it.

This paper is bent on exploring the following aspects which every effective team leader should be well versed with:

· Planning, Organizing and Allocating work

· Managing interpersonal team processes to achieve required outputs

· Evaluating the achievement of work unit objective

Planning, Organizing and Allocating Work

Planning

Planning is a crucial management function that necessitates the conceptualization of one or more elaborate plan to accomplish optimum balance of demands or needs with the available resources. I believe that as a team supervisor it is important to plan because:

a) Planning keys out the objectives or goals to be achieved

b) Planning excogitates the strategies that can be used in achieving the objectives

c) Planning puts into a systematic order the means required to meet the goals.

d) Through the planning process, the team supervisor can direct, implement and keep tabs on all the steps in their proper chronological sequence.

Planning can be carried out at the micro and macro levels. Below is a brief discussion which gives an insight into the types of planning that can be used in an organizational framework:

1.1.2 Write down in your own words your understanding of strategic, tactical and operational planning.

1. Strategic planning . This gives an overview of the teams` vision, goals and values. It forms the foundational basis of the team and thus it prescribes the decisions that the team supervisor makes.

2. Tactical planning . This describes the maneuvers that a team supervisor can use in achieving goals or ambitions delineated in the strategic plan. Through it, the team supervisor can dissect the general mission statements of the team into smaller components. Budgeting, resources, marketing and meeting particular goals with fixed deadlines are some of the elements that are shared by most tactical plans.

3. Operational planning . This concerns itself with the day to day activities of the team. It depicts the roadmap to accomplish the tactical goals within a reasonable timeframe. Additionally, this plan is specific to a high degree and it stresses on the short-term goals of the team. Operational plans furcate into ongoing or single use plans. Single use plans are meant for activities which have a single occurrence whereas ongoing plans are suited for multiple settings with an ongoing basis. Operational plans are made on an ad-hoc basis but they can be recapitulated and altered as required.

The success of a team supervisor is not only circumscribed in planning but in efficacious communication as well. Through strong team communication skills, better workforce relationships can be built; the sharing of new practices and ideas can also be facilitated and the team members can benefit through counseling and coaching.

1.2.1 Write down all the communication methods you can think of.

Communication methods fall into the following main categories:

· Written communication: this is any form of interaction in which written words are used to communicate a message. Through written communication, a team supervisor can relay information pertaining to the expectations, legalities and developments to the team members. Examples of this form of communication include: letters, emails, instant messaging, memos, and text messaging among others.

· Verbal communication: this form of communication facilitates the sharing of information between two or more individuals by using speech. Arguably, verbal communication is nonpareil when it comes to giving instructions, direction or correction to a group. Furthermore, it is of immense importance when it comes to setting the boundaries and guidelines in team dynamics that will allow the group to attain its intended goals.

· Non-verbal communication: this incorporates the tone of the voice, facial expressions, kinesics, proxemics and the pitch of the voice. These non-verbal signals bespeak additional information in the course of verbal communication.

The Planning Process

As has been said, through planning the supervisor can be able to meet the demands or needs with the available resources. Thus, the planning process is a series of steps that can be used by the supervisor in an effort to accomplish the goals and objectives set out for their particular team or department. The planning process follows the following sequence:

Forecasting

Failure on the part of the team supervisor to underscore the importance of forecasting can be detrimental to a team. Forecasts should be a dynamic part of the business strategy even though it is not always accurate. Through forecasting, the supervisor can be able to speculate what will happen on the future. By doing so the team supervisor will be able to visualize conditions under which the team will be operating in future. Assumptions for the future are pivoted on past occurrences and any new information or fact that is currently available to the supervisor. Forecasting is categorized into:

i. Mechanical projection. Here the supervisor works on the presumption that what happened in the past will recur without any changes. Courtesy of this, the supervisor generates synthetic data that might be inaccurate.

ii. Analytical projection. Here the supervisor first studies the foresight and the hindsight of trends before proceeding to analyze the effect of altering circumstances on future events.

iii. Prediction of human behavior. Here the supervisor is faced with the task of determining why people behave the way they do and assessing the possible implications of their behavior. It is thus the most unpredictable aspect of any projection.

Illustration Exercise

The price of the BMT HRM Certificate was R5500.00 last year. This year the price is R6600.00. The escalation in price was 20%. This is calculated as follows:

R6600-R5500=R1100

a) If you use the method of Mechanical projection, what will the price be in the following year?

Since under mechanical projection the presumption is that what happened in the past will recur without any changes, the price of the BMT HRM Certificate will be R7920.00

b) If you heard on the news that the government is going to regulate educational prices and that the HRM Certificate’s price cannot exceed R7500. What do you think the price of the HRM Certificate will be the following year? Motivate your answer.

Citing a possible increase in the production costs, the price of the certificates will not stagnate at R6600.00. Instead, the BMT HRM Certificates will go for R7260.00. At this price, the producers will be able to make some profit and at the same time comply with the government rules.

Setting Objectives

Objectives are statements of measurable improvements, in results, that must be fulfilled within a specific time frame. Among the responsibilities of a team supervisor is setting and sharing the team`s and individual goals with the team members. A good objective ought to be specific, achievable, relevant, time-bound and measurable. Moreover, it should be assessed on a regular basis to determine whether it has been met or not. Objectives constitute the following components:

· A statement of intention

· A measurement criteria

Illustration Exercise

Citing question 1.3.3 in Chapter One, an example of an objective for the advertising department can be as follows:

Increasing 3rd quarter magazine sales in South Africa by 10% from male shoppers aged 19-29

Programming

After forecasting and successfully setting objectives, the supervisor needs to formulate a program for the team or department. Programming is establishing a plan of action which is focalized on executing the team`s objectives. Moreover, it provides detailed information on the nature of work to be done, by whom and the resources that will be required to accomplish that work. In order to come up with a successful program, the supervisor needs to utilize the following steps:

i. Determine the main steps or actions. This can be done through brain-storming and seeking opinion from the team members

ii. Analyze each of the action steps obtained from stage I above and prioritize on the most important ones.

iii. Allocate responsibilities so that each member will be aware of their responsibility.

Budgeting

It is possible to make a budget for an individual, team, family or business. A budget is an approximation of the expenses and revenue over a particularized future period of time. It is therefore a document whereby resources required to achieve objectives are located. Budgeting plays a chief role in the survival and growth of an organization. In addition, a budget can be used as tool of measuring performance. For successful budgeting:

i. Firstly, determine all the resources (money, time, personnel and equipment) that are available.

ii. Stipulate a course or plan of action on how these resources can be put to best use.

Scheduling

This is the second last step in the planning process. After successfully determining the tasks that need to be performed and arranging them in terms of their urgency; the supervisor has to allocate sufficient time for each task. The relevance of scheduling in an organization is that it allows the supervisor to be able to precisely predict when the task will be completed, the resources needed to complete it and possibly when these resources will be required. Through scheduling, the team supervisor can objectively co-ordinate the team members.

Select the final

This is the terminal stage in the planning process. At this juncture, the supervisor is required to assess the plan in its entirety and ascertain that everything that is necessary has been incorporated. Furthermore, the supervisor should review the policies and procedures as these might predetermine some solutions to the problems. Procedures will help you achieve your objectives through applying standardized methods.

Overcoming planning problems

To pursue efficient planning, it is a fundamental pre-requisite that the supervisor should be cognizant of the problems that might occur during the planning process. Below are pointers which can help in eliminating issues which might be encountered during planning:

· Allow for subordinates to participate in the planning process.

· Communicate clearly all the advantages and keep subordinates informed.

· Ensure that they know what is expected of them.

· Lead them from their comfort zones into the challenges of the unknown.

· Show them that the unknown promises new and exciting challenges.

· Let them experience the planned change through the benefits that it holds.

· Use the energy, generated to resist change, in the process of getting people involved in changing their environment for the better.

Organizing

Organizing takes places when a social unit of individuals that is integrated and managed agrees to pursue a collective set of goals. Through organizing, a management structure can be formed which in turn determines the relationships between the various activities and the team members. Moreover, the management structure dissevers and allocates roles and responsibilities. It therefore follows that, the team members should exhibit a high level of responsibility and accountability.

Developing an organizational structure

With regards to developing an organizational structure, the role of a team supervisor is limited to identifying and grouping the work in their respective teams, sections or departments. Developing organizational structures is within the jurisdiction of senior management. The two types or organizational structures that are commonly used are:

i. Formal Organization Structure. The formal organization structure holds the company together; it ensures that the different departments and sections work together as a unit and in harmony. It ensures that all employees achieve the same objectives.

ii. Informal Organization Structure. This is normally the structure that accommodates the social contact between workers. It is done informally and develops spontaneously in groups of people with the same interests.

Delegating

Delegation occurs when a team leader or supervisor assigns a responsibility to a team member to carry out a specific activity. It is the heart and soul of management leadership. Courtesy of delegation, a team member is empowered to make personal decisions on how to best accomplish a given activity. Delegating is a crucial part of a supervisor’s work. Some of the advantages of delegation are:

· Gives you additional time and allows you to control your time.

· You can now focus on those aspects of your job that only you are qualified to do.

· You can now also properly plan and anticipate problems.

· It motivates employees.

· It increases their self-worth.

· It increases their skills and knowledge.

Managing diversity

Diversity comes into existence when the team members bring on-board their own experiences and backgrounds to the organization. In order to effectively manage diversity, the supervisor needs to harmonize these experiences and resources for the benefit of the team. A successful team supervisor can construct a culture of permissiveness through training, conflict management strategies and enlightening the team members of the importance of tolerance.

Co-ordination

One of the most stimulating tasks for a team supervisor is achieving successful co-ordination within the team. Co-ordination is used where two or more people need to work together to achieve the same goal. Some of the methods for achieving co-ordination are:

i. Mutual adjustment. This is majorly facilitated by the interpersonal interactions between the supervisor and the team members and also amongst the team members themselves.

ii. Rules or procedures. These are useful when certain activities are recurring. Thus, they depict a course of action that the team members should follow if a specific activity arises.

iii. Direct supervision. : This is achieved when one person co-ordinates the work of the team members by giving them instructions and monitoring the results.

Allocating work

Work in progress refers to all the activities that are partly finished. A team supervisor should strive to keep the actual amount of work in progress as minimal as possible. This will help in reducing the amount of resources that are tied up in accomplishing a particular activity. Additionally, this will insure that the budget is met.

Managing interpersonal team processes to achieve required outputs

Team process plays a vital role in the achievement of organizational goals. A united and motivated team which is under good leadership tends to perform better than those that lack in these elements. In this chapter an analysis of how to handle interpersonal team process in order to achieve required outputs is done. It is broken down into the following sections:

· Leading and leadership

· Tracking progress against plan

· Collecting information and reporting it to management

· Analyzing progress reports and taking corrective action

Leading

Leadership is defined as the social influence a person has over a group of people in order to cause them to achieve a specific goal. On the other hand, supervising is when one has been given the responsibility of overseeing subordinates and giving them instructions. However, leaders and supervisors differ in that a supervisor owns the task given and tends to control how it is done while a leader encourages the worker to own the task allocated and the end result. A leader has several responsibilities. Most importantly is that they lead by example. To ensure this they have to work hard and ensure they keep the promises they make. Additionally, they must show concern over the welfare of their subordinates.

Different leaders have different leadership styles. Some may be autocratic where they do not consult their subordinates while making decisions. Some are bureaucratic where they sell their ideas to those they lead by telling them of the benefits of the ideas. Another type of leadership is laissez-faire where the leader leaves his subordinates to do as they please and as a result may be viewed as weak. Lastly, there is democratic leadership where the leader consults his subordinates before making a decision and incorporates their opinions in the decision he makes. One cannot say that a particular leadership style is the best. The type of leadership used depends on the situation at hand.

Illustration Exercise

You have a subordinate that always challenges your way of doing things. You have an important project coming up and your deadline is soon. What kind of leadership style would you use in this situation?

I believe it would be best to use bureaucratic leadership in this scenerio. This is because as the leader you make the decision and then sell it to your subordinates by telling them of the advantages that the idea brings. In addition, bureaucratic leadership incorporates listening to the subordinates and their opinions on a certain decision so that they may feel they were made to be part of the decision making. This causes the employees to feel trusted by their leader. It also enables the meeting of the deadline. Overall, bureaucratic leadership is an effective and highly regulated leadership style.

An effective leader is one who has accepted the goals of the organization and is able to motivate his subordinates to work towards attaining these goals. Thus, from this definition, a supervisor is a leader as he or she has the mandate to supervise subordinates to ensure they work towards attaining the organizational goals.

What are the main aspects of leadership? They are authority and power. All leaders have authority. This gives them the right to enforce actions and punish wrong doing. Authority is granted by the management of an organization. Another aspect of leadership is power. However, unlike authority which is given, power is earned. Power can be defined as the ability to influence others. It can be monetary power, coercive power which is gained through fear, referent power due to respect of the leader by subordinates, expert power which is given to a leader due to his expertise in the field and lastly, reward power.

Among the responsibilities of a person in authority is decision making. Decision making is a cognitive process that results in choosing a course of action over others. It involves several steps as demonstrated in the illustration below:

You decide you want to study. You can study distance education or enroll for full time studies.

I would undertake the following steps in making my decision:

1. Establish aims. I would ask myself the objectives of what I am going to study and which of my choices meet my objectives.

2. Establish the success criteria of the decision. A decision has to meet certain criteria to be termed successful. These include the resources I have, the procedure that needs to be followed and my restrictions. When the decision meets these specifications, it can be said to be effective.

3. Generating alternatives. I will collect information on studying and find all the possible ways in which I can pursue my studies. In addition. I will incorporate the opinions of others. The alternatives are distance education or enrolling for fulltime studies.

4. Evaluating alternatives. I will analyze my alternatives. What are the advantages and disadvantages of distance education and enrolling full time? What impact will each of these bring and how serious is the impact? Furthermore, can I minimize the negative effects of this impact?

5. Implementing and evaluating decisions. Finally, from analyzing the alternatives, I will finally choose one of them and follow the steps to implementing it. These are, identifying an institution of learning which best meets my criteria and acquiring all resources needed by the institution to enroll me as a student. After implementing my decision, I will keep evaluating it to see if it actually meets the standards I set.

Another major responsibility of a person of authority is ensuring good performance of the team. The best way to motivate someone is by exploiting their needs. These may range from basic needs such as food to more complex ones such as self-esteem and self-actualization. In order to motivate subordinates, the supervisor ought to respect and recognize the worker’s efforts and most importantly lead by example.

Among the needs that people have is esteem. Esteem is a vital need in workers which affects their level of competence. Esteem may be your view of yourself or the view others have of you. As a supervisor it is important you elevate the level of esteem in your subordinates to ensure good performance at work. This can be done by giving recognition and praise where it is due. It may be it in effort or in achievement. In addition, it is important to show the workers that their views matter.

Tracking progress against the plan

In order to track progress against the plan, it is important to have a control procedure. Control procedures allow an organization to ensure achievement of their goals by ensuring correct use of its resources and the quality of work produced by its employees. A supervisor can control his team either through personal control where he personally checks the work of the subordinates or through control by exception where the supervisor allows the worker to perform at standard but report to him regularly.

Control is implemented through several activities.

· Developing performance standards which are achievable and flexible to incorporate change

· Measuring of performance to evaluate the results and achievement of the objectives.

· Determine deviations and explain why they occur

· Correcting performance to prevent future occurrences of deviations.

In order to demonstrate the importance of a control procedure, below is an illustration exercise containing the plan that I made showing the deviations that occurred and corrective actions I took to ensure the plans succeed.

My friends and I planned to go on vacation. The time frame within which the vacation was to take place was 4days. It was to take place within the first third of the year. In the initial process of planning, we did the following:

· Prepared a budget for the vacation

· Set the date for the journey

· Identified a suitable location within our price range

· Identified and booked our accommodation

· Identified scenic sites and resort which we could visit during the vacation

· Established a schedule to be used during our vacation

· Acquired a means of transport

Problems that occurred during the planning

· Collision of our schedules made it difficult to identify a suitable date in which we would go on vacation

· As we picked chose to travel over the Easter weekend it was difficult to acquire suitable accommodation as many people had chosen to go on vacation at the same time

· Cost of accommodation was above budget

Corrective actions taken to solve above problems

· We identified the Easter holiday whereby none of us had any obligations

· We increased the capital allocated towards acquiring accommodation using our salaries

· Instead of looking for a hotel we resorted to hiring out a house which was in the location we wanted to have our vacation in.

Collecting information and reporting it to management

Information can be defined as knowledge acquired through study, experience o or instruction. Information can be gathered from files and communication records of the organization, media, conducting interviews, survey questionnaires and direct observation. From the information gathered, a supervisor needs to prepare a progress report in an organized fashion and incorporating all important knowledge gathered. Furthermore, the progress report should include the current status, the achievements of the work unit and the problems encountered while trying to achieve these goals. Lastly, the information gathered must be readied for a presentation and a report prepared on it.

Evaluating the achievement of work unit objective

Analyzing progress reports and the need for taking corrective action

I feel that analyzing the progress reports documented by supervisors is very important for any organization. They inform the management of the steps made towards the achievement of the organizational goals and the problems that were encountered while these steps were being taken. This helps the management to identify the problems the organization may be facing and take the necessary steps towards solving them and ensuring that they do no impede future achievements of the organization.

Below is a mind map evaluating achievement of work unit objectives

Merging fiscal and performance outcomes and noting results

Communicating results

Evaluating achievement of work unit objectives

Benchmarking

Periodic revision of results and performance of staff members

Team Supervisor Assignment

Part One

(Formative Questions)

Q1. Identify communication methods

A. a) Talking and listening b) Typing memo’s

Q2. Process of planning:

A. c) Projection, setting goals, programming, scheduling, budgeting, selecting the final

Q3. Identify the methods of forecasting:

A. b) Mechanical projections, analytical projections and prediction of behaviors

Q4. Mechanical projection can be described as:

A. b) Something that happened in the past will happen the same in the future.

Q5. An effective objective is:

A. c) An intention you want to achieve and how you are going to measure that it was achieved or not.

Q6. Programming entails:

A. c) Determining the main actions, how these actions will be prioritized and determining who is responsible for every task

Q7. What is a budget?

A. e) To allocate resources to objectives

Q8. The term scheduling can be described as:

A. e) Allocates the time for the tasks.

Q9. Your duty to carry out your tasks and to achieve your goals can be described as your

A. d) Responsibility

Q10. Choose steps to delegate responsibility:

A. d) Explain to the employee the task, request feedback and agreement

Q11. How would you manage diversity in an organization?

A. d) Understand different cultures

Q12. Mary is clever but lazy. She always questions your decisions. How will you lead her?

A. b) Autocratic

Q13. John is clever and has good ideas. He enjoys working in a team. How will you lead John?

A. c) Democratic

Q14. What statement is NOT true for decision making?

A. b) When you are pressed to make a decision, choose the easiest alternative

Q15. Motivation can be described as:

A. d) Internal and external forces that will influence a person’s choice of action

Q16. Choose an activity below that is NOT a control activity

A. d) Actual performance vs. to future performance

Q17. Measuring performance is important because…

A. b) Management uses information to make decisions

Q18. Choose an aspect below that is NOT necessary for a short report

A. b) A table of contents

Q19. Progress reporting includes

A. e) A and C

Q20. Why is it important to provide progress information to management?

A. a) So that deviations can be analyzed and corrected

Q21. From the following choose an aspect that is not necessary when you are preparing for a presentation:

A. c) Organize information into key points

Q22. Reasons why individuals may not accomplish performance goals?

A. e) All of the above

Q23. Benchmarking can be defined as

A. c) A standard by which something can be judged

Team Supervisor Assignment

Part Two

(Case study)

Case Study

It is the 1st of November. You need to oversee the project of planning a Christmas party for the staff. You have 3 other team members, Johan Davies, Carol Greenside and Thabo Muroa. The date of the party is the 3 of December. The organization has 35 staff members including your team. Your monetary budget for the function is R350 a head, which totals to R12 250. The resources to your disposal are the R12 250, the team members, the space and room to do your planning, your work pc’s, the time it will take you to organize the project and phone calls, etc. made in connection with the project. Your manager has made it clear the following should be included in your project:

· Invitations to each staff member.

· A dinner.

· Music for dancing.

· A small gift for every staff member.

· Soft Drinks for free and a cash bar for liquor.

· Entertainment for the beginning of the evening.

You asked the accountant to give you a detailed expense of last year’s party. It was as follows:

Invitations R50 a invitation

Dinner R150 per person

Music for the night R3500 for evening

Gifts R50 per person

Entertainment R3500 for evening

Venue (incl. cash bar) R3500

Soft Drinks R30 per person

Staff attended 35 people

Notes:

· The entertainment and music industry is going through some changes. There are a lot of upcoming artists and they are all competing to get to the top.

· One of your team members, Thabo, is a top graphic designer.

· You saw a stationary shop the other day that sells good quality paper to print invitations.

· Your aunt makes really special Xmas tree decorations. You think they will be great to give as gifts to the staff and you can work on a good discount with her.

Specific Outcome 1: Plan, organize and allocate work

Question 1.1

Is it important to align your plans for the party to what the manager is requesting of you? Why?

Yes. Aligning my plans to the manager`s requests will result in higher productivity, expending less effort, and in the process any frustrations that might surface as a result of conflicting interests will be avoided.

Question 1.2

Describe communication methods you will use to explain the project to your team members.

In an effort to explain the project to my team members, I will use the following channels of communication:

· Written communications which I will dispatch through memos.

· Oral communications through phone calls. I can use this channel when resolving misunderstandings which might surface during the project.

· Face-to-face communications which can take place during meetings.

· Online communications, for instance, I can send emails or instant messages whenever I wish to relay urgent changes in the plan to my team mates.

Question 1.3

Complete the steps of the planning process with regards to the Christmas party.

Aspect being

Forecasted

Forecast

Motivate your

forecasting

Type of Forecasting

Staff to attend

33

Predicting that 2 staff members won`t be in attendance for personal reasons

Prediction of human behavior

Cost of Invitations

R420.00

Thabo will design the invitation cards and then we will print them using the work pc`s

Analytical projection

Cost of Dinner

R3695.00

We will make some slight changes in the menu. For instance, instead of having beef, pork, mutton, chicken and fish, we can settle for 3 varieties of meat.

Analytical projection

Cost of Music

R1500.00

Citing the flooding of the music industry with new entries we will opt for a pocket friendly alternative with music of good quality.

Analytical projection

Cost of Entertainment

R1500.00

Citing the flooding of the entertainment industry with new artistes, we will source for a cheaper but popular rising artist.

Analytical projection

Cost of Venue

R3000.00

We will look for an alternative venue that is cheaper but secure and comfortable.

Analytical projection

Cost of Soft Drinks

R1085.00

Citing an increase in production cost the price of soft drinks might increase slightly

Analytical projection

Cost of Gifts

R1050.00

We will acquire them from my aunt at a cheaper price.

Analytical projection

Time needed for project

27 days

Predicting that it would take a shorter duration because my team members are efficient at meeting their goals and objectives

Prediction of human behavior

Hidden costs of project

R0.00

Working pc`s, Space and room for planning have been provided

Mechanical projection

Setting objectives

· Main objective: The team has to plan and organize a Christmas party event for the 3rd of December with R12 250.

· Secondary objectives:

· Identification and booking of a suitable, secure and cost effective venue for the party has to be done by the 14th November.

· Designing and printing of the invitation cards have to be accomplished by the 17th November.

· Invitations for the Christmas party have to be sent out by the 19th of November.

· The final draft of the menu has to be ready by the 21st November.

· Identification of artists who will provide the entertainment has to be accomplished by the 23rd of November.

· All preparations for the Christmas party have to be through by the 30th of November.

Programming, Budgeting and Scheduling

Programming

Scheduling

Budget

Action Steps

Responsible

Person

Deadline

Date

Material

Labour

Equipment

Costs

Call a

meeting

Team supervisor

2nd November

Notebooks, pens

2 hours labour per team member = 8 hours

Meeting

room

0

Identifying and paying some deposit for the party`s venue

The entire team

14th November

Internet, phones

2 hours labour per team member = 8 hours

Meeting room

R1500

Designing and preparing invitation cards

Thabo

Muroa

17th November

Printing papers, ink

6 hours labour per day for 5 days = 30 hours

Work pc`s

R420

Distributing the invitations

Carol Greenside

19th November

Envelopes

2 hours for one day

Staff register

0

Drafting of the menu

Johan Davis

21st November

Notebook, pen

3 to 4 hours for one day

Planning room

0

Paying the deposit for entertainment artist

Team supervisor

23rd of November

Bankers` cheque

About 1 hour for one day

Meeting room

R500

Calling a final meeting

Team Supervisor

30th November

Notebooks, pens

3 hours per team member= 12 hours

Meeting room

0

Question 1.4

1.4.1 Explain the following terms:

· Duties. This is work that you are obliged to perform for moral or legal reasons

· Authority. This is the power or right to give orders or make decisions

· Responsibility. This is one`s duty to accomplish a particular set of tasks with the intention of achieving his or her objectives.

· Accountability. This is the obligation to perform duties, exercise authority and to ascertain that objectives are attained according to the established performance standards.

1.4.2 Write a short paragraph about how to delegate a task to a subordinate.

Delegation occurs when a team leader or supervisor assigns a responsibility to a team member to carry out a specific activity. The supervisor has to first explain to the subordinate the task that he/ she will be expected to perform. After which the subordinate will air out their opinion regarding the task at hand. The process of delegating a task ends with the employee`s agreement to offer assistance to the supervisor.

1.4.3 Write a short paragraph about managing diversity in a group.

In order to effectively manage diversity, the supervisor needs to harmonize these experiences and resources for the benefit of the team. A successful team supervisor can construct a culture of permissiveness through training, conflict management strategies and enlightening the team members of the importance of tolerance. Moreover, the most important interpersonal skill that we all will have to acquire is the ability to interact and communicate effectively across cultures.

Question 1.5

Is it essential to allocate costs to your budget as you progress with your project? Why?

Yes. A budget can be used not only as a tool of measuring performance but in allocating the available resources to objectives

Question 2.1

Q 2.1.1 Explain in detail giving at least 10 ways of how you would lead your team members in order to complete this project.

To ensure the project of organizing the staff Christmas party, I would lead my team in the following ways:

· Set objectives and goals on the project

· Make a plan on how to achieve these objectives

· Make a budget within which the party should lie

· Identify and understand the different cultures within my team

· Identify the skills and personalities of each of my team members

· Delegate duties according to their skills and personalities

· Motivate my group by recognizing their efforts and achievements

· Involve the team in decision making

· Take part in achieving the objectives and goals set

· Solve any problems that may arise during the performance of tasks

Q 2.1.2. How will you lead the following people? Motivate your answer.

•Thabo is a hard worker. You can rely on him and apart from unforeseen circumstances; he is always on time with his work.

I would use laissez-faire leadership style when leading Thabo. This is because he is responsible enough to do his duties and does them well. In addition, he is reliable so I am certain he will not leave his work unfinished.

•Carol likes to question everything you say, not because she has better ideas but because she is not happy with her work at the moment and likes to waste time by not complying.

Autocratic leadership style would be the best method to lead Carol. This is because as the leader I would mandate her to perform specific tasks and ensure its completion before a certain time frame. This type of leadership would also ensure there is no wastage of time thus there will be meeting of our goals on time.

•Johan is very good at assisting and problem solving. He comes up with good ideas.

I would use democratic leadership style to lead Johan. This is because he would be involved in the decision making and his input would play a major role in the progress of my work unit.

2.1.3 You need to make a decision with regards to the gifts of the Christmas party. Your aunt said she could make the gifts at R30 a person but it will take a while and it will only be ready on the 30th of November. You will need to collect the gifts and wrap them yourself. The local gift shop can give you a similar gift at the price of R55 a gift, wrapped and delivered on the same day.

In order to decide on where to get the staff gifts from, I follow the following steps:

Step 1: Establish aims

I establish my aims. My main aim is to acquire gifts for the staff members which are to be given to them on the 3rd of December during the staff Christmas party. In addition, the gifts have to be beautiful but meet the budget provided by the management.

Step 2: Establish success criteria of the decision

In order for the decision of where to acquire the Christmas gifts to be considered successful, it has to meet specific requirements. These are:

· It has to be within the budget provided of R50 per staff member.

· The gifts have to be ready before the Christmas on the 3rd of December

· The gifts have to be nice and pleasing to the staff members.

Step 3: Generate alternatives

In my quest to obtain gifts for the staff members, I have to consider several alternatives. I have two alternatives which promise to provide similar gifts. Option one was my aunt who would make the gifts at R30. However, the gifts would not be ready before 30th November and I would have to wrap them and deliver them personally. Option two was the local gift shop which promised to make similar gifts to those of my aunt at R55. The gifts would be available on the same day. Additionally, they would be wrapped and delivered.

Step 4: Evaluate alternatives

With the help of my work unit, I consider the two alternatives, citing the pros and cons of each.

Option one- acquiring gifts from my aunt

Pros:

· Within the budget limit provided by management

Cons:

· They will be ready on the 30th of November which is very close to the date of the party

· They will neither be wrapped nor delivered. I will have to do that personally.

Evaluating the option, I find that it is high risk. This is because there are more negatives than positives.

Option two- acquiring gifts from the local gift shop

Pros:

· They will be wrapped and delivered on the same day

Cons:

· The cost of the gifts exceed the budget limit dictated by management

Evaluating the option I find it to be medium risk considering the deviation from the stipulated budget. However, there is a promise of better efficacy compared to option one.

Step 5: Implement alternatives

Citing the pros and cons of both options and the budget allocated for gifts we decide to take the option one. We decide that as a team of three we shall each wrap about 9 gifts each thus lowering the budget.

Q 2.1.4 Explain how you can keep your staff motivated.

I can keep my staff motivated by:

· Involve them in decision making and participate in obtaining the goal

· Delegating duties suitable with the skills the person possesses

· Awarding them when they perform well

· Recognize their performance and the effort they put into it

· I will lead by example and ensure efficient performance of my duties

Case Study—Additional information:

It is now the 20th of November and the following facts have come to light:

You have up to date spent R10 000 actual costs on this project. (When answering the question you can decide how much you spent on each item)

The invitations were designed and printed by the 18th of November and were sent out on the 19th of November.

Everything has been arranged except for the gifts, the music and the entertainment.

You are still waiting quotes from various companies for the music and the entertainment and the gifts are not delivered as of yet.

Programming

Scheduling

Budget

Action Steps

Progress

Information

Responsible

Person

Deadline

Date

Material

Labour

Equipment

Costs

Call a

meeting

The meeting called took place as planned. Duties for organizing the Christmas party were delegated to all team members.

Team supervisor

2nd November

Notebooks, pens

2 hours labour per team member = 8 hours

Meeting

room

0

Identifying and booking the party`s venue

The team succeeded in identifying a suitable venue where the standards of security and space are met.

The entire team

14th November

Internet, phones

2 hours labour per team member = 8 hours

Meeting room

R1500

Designing and preparing invitation cards

The printing of the invitations was done on 18th November thus missing the deadline by one day.

Thabo

Muroa

17th November

Printing papers, ink

6 hours labour per day for 5 days = 30 hours

Work pc`s

R420

Distributing the invitations

The sending out of the invitations was done on the 19th November as per the set deadline

Carol Greenside

19th November

Envelopes

2 hours for one day

Staff register

0

Drafting of the menu

The final draft of the menu has not yet been prepared.

Johan Davis

21st November

Notebook, pen

3 to 4 hours for one day

0

Paying the deposit for entertainment artist

Artist and entertainers for the party yet to be decided upon and paid

Team supervisor

23rd of November

Delivery of gifts

All the gifts for the staff members were not yet prepared.

The team

30th November

Gift wrappers

8 hours for one day

R 1050

Call a meeting

Pending

Team supervisor

30th November

Notebooks and pens

2-3hours for each team member.

Meeting room

0

Question 2.3: Write a report on the progress made by your team thus far.

Progress Report on Christmas Party Preparations as at 20th November

Introduction

This is report is centered on discoursing the progress of the organizing team with regards to planning the staff Christmas party. It documents the current status of the project citing the objectives met and those not met, the achievements made by the team thus far and the challenges faced during implementing the plans of organizing the party and possible solutions to these problems.

Current status

As of 20th November, the team had made significant progress towards achieving the objectives set at the commencement of the project. Some of the achievements made by the team include:

· The venue for the party was identified. It is secure, spacious and a cash bar is available.

· The invitation cards were designed and printed and sent out to all staff members

Several objectives have not yet been achieved. They are:

· Drafting of the final menu for the staff Christmas party

· Identifying a company to provide the music and entertainment for the party

· Delivery of the gifts

Challenges faced during organizing the staff party

Several challenges were faced during the implementation of the plans set. Some of these hindered the performance of the tasks while others were solved easily. The challenges were:

· Under budgeting with regards to the cost of venue brought about some trouble in identification of a suitable location

· The lack of colored ink in office supplies delayed the printing of the invitations by a day

· In the drafting of a final menu, fiscal constraints have been met. Incorporation of food types suitable for vegetarians, non-vegetarians and those with health conditions proved to be slightly more expensive than initially thought.

· In addition, gathering of information on the special dietary needs of staff members proved to be very involving

· The gifts were not yet completed as of the morning of 20th November.

· The entertainment companies have not sent their quotations on the cost of providing music and entertainment during the staff party

Solutions to these problems

For several of these problems, a solution was provided by the team and thus the tasks were performed to completion.

· We bought colored ink for printing of the invitations using some of the money allocated towards the project

· Amending our budgetary allocation allowed the obtaining of a suitable location.

Conclusion

In light of the above discussion, my assessment is that our planning was lacking in terms of budgeting. Nonetheless, my assessment is that there was an overall good performance displayed by the team.

Recommendations

For the organization of the staff Christmas party, I recommend:

· Allocation of larger capital to the party in order to meet all the requirements for a good staff party

· Identification of possible problems that may arise during the organization of the party ought to be considered and measures implemented in advance to ensure there is no hindrance in achievement of the set objectives.

Question 2.4

Analyze your progress report and explain how you are going to take corrective action.

· Proper budgeting and allocation of appropriate funds for each task

· Request for more capital for the staff Christmas party

· Put proper time frames for tasks which are more demanding

· Be aware of all special dietary needs of staff members to enable drafting of an unbiased menu

· Delegating more than one team member for involving tasks. In the case of drafting the menu, Johan Davies was assisted by Carol Greenside.

Case Study - Additional information

It is the Monday after the Christmas party. You calculate that all in all you spent R14 000. The staff gifts arrived only on the Monday morning after the party. Other than those two aspects, the party was a huge success and enjoyed by everyone.

Question 3.1

Important aspects of this project from the planning stage to the end of the party.

· Financing. As the supervisor, I had to address concerns of where the financing for this project was going to come from and assess as to whether it would be sufficient for the project.

· Programming. It was necessary to draft a program which would provide detailed information about the nature of work to be done and by whom.

· Management of diversity by harmonizing the different experiences for the benefit of the team. For example, whereas Johan was pragmatic and hardworking, Carol was quite the opposite but they all had to join forces for the success of this project.

· Scheduling helped in predicting the amount of time that would be required to organize the party.

· Effective communication facilitated better work relations among the team members.

· Budgeting helped in the effective allocation of resources. Moreover, we used it as a tool of measuring our performance.

· Gathering information during the progression of the project enabled us to be at par with the daily advances pertaining to the organization of this project.

· Reporting to the management for the correction of certain deviations that occurred during the planning process.

· Analysis of the progress reports help in recognizing the effort and achievements made by the team members. It also helped inn the identification of failures and possible measures which could be undertaking to prevent the future occurrences of these failures.

· The delegation of responsibilities helped in minimizing time wastage during the advancement of this project.

·

Question 3.2

Use the same table on the previous page (p.59). Turn the progress column into an actuals column and complete the table with actual information from the additional information provided above. You can split the R14 000 actual expenditure in any way you feel fit amongst you action steps. Please make sure that the amounts you use correspond with you progress report.

Programming

Scheduling

Budget

Action Steps

Actuals report

Responsible

Person

Deadline

Date

Material

Labour

Equipment

Costs

Call a

meeting

The meeting called took place as planned. Duties for organizing the Christmas party were delegated to all team members.

Team supervisor

2nd November

Notebooks, pens

2 hours labour per team member = 8 hours

Meeting

room

0

Identifying the party`s venue

The team succeeded in identifying a suitable venue where the standards of security and space are met.

The entire team

14th November

Internet, phones

2 hours labour per team member = 8 hours

Meeting room

R3250

Designing and preparing invitation cards

The printing of the invitations was done on 18th November thus missing the deadline by one day.

Thabo

Muroa

17th November

Printing papers, ink

6 hours labour per day for 5 days = 30 hours

Work pc`s

R520

Distributing the invitations

The sending out of the invitations was done on the 19th November as per the set deadline

Carol Greenside

19th November

Envelopes

2 hours for one day

Staff register

0

Drafting of the menu and paying of caterers

The final draft was prepared by 23rd November and the caterers paid

Johan Davis

21st November

Notebook, pen

3 to 4 hours for one day

R4000 for the dinner

R1085 of soft drinks. Totaling to R5085

Paying the deposit for entertainment artist

The music and entertainment providers were identified by the 24th of November. Quotations were delivered by the 23rd of November and deposit paid to the chosen entertainment company the next day.

Team supervisor

23rd of November

R2000 for music

R2000 for entertainment.

It totaled R4000

Delivery of gifts

The gifts arrived on Monday morning after the party. The late delivery was due to delays on the gift suppliers end

The team

30th November

Gift wrappers

8 hours for one day

R 1145

Calling a meeting

The meeting was held and the achievement and failures of the team analyzed. In addition, the problems and deviations faced during the planning of the staff party were also discussed.

Team supervisor

30th November

Notebooks and pens

3 hours for each team member. Totaling to 12 hours

Meeting room

0

Question 3.3

Write another short formal report to management with regards to the results of the project. Include the information you have collected in question 2 above.

Assessment report on the staff Christmas party

Introduction

This report is based on the assessment of the staff Christmas party. It is a discourse on the following:

· Fiscal budget for the party

· Performance of the team

· Outcome of the staff Christmas party

· Problems encountered during the planning of the party

· Steps taken to solve the problems that arose during the planning

Fiscal budget for the party

Prior to the commencement of organizing the party, a budget of R12250 was allocated for the party. However, the overall cost of the party was more than the amount planned for totaling up to R14000. Below is a table displaying the initial budgetary plan and the final budget for the staff party:

Planned budget

Actual expenditure

Reason of increased cost

Invitations

R 420

R 520

Purchasing of colored ink for the printing of the invitations

Dinner

R 3695

R 4000

The cost of the dinner was less than that of the previous year. Accommodation of all dietary needs either due to sickness or choice

Soft drinks

R 1085

R 1085

The expenditure is more than last year’s due to increase in prices of soft drinks in the market

Entertainment

Music

R 1500

R 1500

R 2000

R 2000

The expenditure is less than last year’s budget due to use of upcoming artists. However, the expenditure was higher than stipulated by the planned budget due to underestimation

Venue

R 3000

R 3250

The expenditure was less than that of the previous year. This was because we hired a hall in which we were to hold the event. However, it was more than previously planned. This was due to the requirement of a cash bar which had to be fitted in the space.

Gifts

R 1050

R 1145

The gifts cost R30 per staff member with an extra R2.72 for the wrapping paper

Total

R 12250

R 14000

Overall, the expenditure for the staff Christmas party exceeded the budgetary allocation provided by R 1750.

From the information tabulated above, it is deduced that the expenditure exceeded the budgetary allocation availed for the party.

Performance of the team

As the supervisor, I am of the opinion that my team performed well in organizing the party. All tasks allocated to the team were achieved.

Outcome of the staff party

The staff party was a great success. Everyone enjoyed themselves. However, gifts to be given to the staff members were not available by the time the party.

Problems encountered during the planning of the party

During the planning of the party, several deviations hindered progress and success. They were:

· The budgetary allocation for the party was less than that required.

· There was a lack of information on the dietary needs of the staff members due to choice or illness.

· Lack of preparation for problems that may be encountered during the organizing of the party.

· Poor budgetary planning due to underestimation of the cost of some of the requirements.

· Delays were faced due to failure of suppliers to meet their end of the bargain. An example is the late availability of the gifts by the supplier. Another example is the delay from the entertainment companies in providing the company with their quotations for providing music and entertainment during the party.

Solutions to the problems

To solve the problems that arose, we did the following:

· Requested for more capital for the planning of the party

· Redrafted the budget for the Christmas party

· Delegation of involving tasks to more than one team member. For example, the drafting of the menu.

· Preparation of a list of all the dietary requirements of staff members.

Conclusion

Upon analyzing of the achievements, failures and setbacks in planning for the Christmas I can conclude that there was an overall success by the organizing team.

Recommendation

For the staff Christmas party, I recommend;

· Allocation of a budget not lower than R 14000 for the Christmas party.

Question 3.4

Benchmarks for next year’s Christmas party

· The party has to be within the budget of R14000

· The venue of the party has to be secure, spacious and appropriate for a staff party

· The food provided at the party has to cater to all the dietary needs of the staff members

· Moreover, the menu for the party has to be cost effective not exceeding the price of R4000

· Gifts ought to be ready and delivered to the venue preferably prior to or at the time of the staff party

· Entertainment provided at the staff party should include upcoming artists to promote the music industry

· The preparations for the party should be ready approximately 5 days prior to the staff Christmas party

· The Christmas party has to be enjoyable for everyone

· The main aim of the Christmas party has to be recognized prior to planning. Is the party meant for team building, appreciation of staff member’s efforts and accomplishments or is it to tell the staff of the future plans for the organization?

Forecasting

Setting Objectives

Programming

Scheduling

Budgeting

Select the Final

1

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