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Taira Brandt is the 35-year-old daughter of Garret Brandt, the owner of a medium sized party invitation company “Invitations Inc.” Taira has recently received a degree from UMUC in Business Management and is anxious to take over her father’s company.  She is a single mother, very attractive but a little retiring in her manner.  She and her father have been planning her take over for several years, ever since her ex-husband left the business after their divorce, an event that did not go unnoticed within the company.  Taira has always worked in some capacity within the company but never in a serious leadership role. She is simply known as the “boss’ daughter.” Taira and her father have agreed that she will take over as CEO in the next two months. No one knows of this decision.

Having taken BMGT 365 Taira realizes that she has her work cut out for her if she is to be a good company leader. The first thing she has to do is take stock of the company. Here is what she sees:

· The company has netted 1.5 million in sales for the last two years with no growth rate.  Costs have, however, increased by 3 percent.  

· The company produces and sells a variety of invitation styles at different price points but her most popular items seem to be either the “budget” invitations or the “high end” expensive paper products.  Her salespeople have traditionally only sold to card stores or stationers. The company has never sought to sell directly to the customer.

· Taira would like to explore the online market for future growth potential.  In addition to the new markets, Taira would like to revamp the company image and marketing plans.

· Taira’s father the current CEO, was approached by a Singapore firm who would like ‘Invitations Inc.” to go into a joint venture with them to set up a separate web store that will sell invitations to Asia with local stores in Singapore. Taira and her father are uncomfortable with the approach because they lack understanding of the Asian culture but do see a great business opportunity.

· There is another issue that is on Taira’s business agenda.  The company is located in Kent, Washington one of the largest lumber towns in the country. Being close to the paper source has saved money in the past for the company but now pressure is on to seek “green” methods of production.  A recent article in the Kent County Gazette challenged “Invitations Inc.” to get in touch with their “green side.”

The business side seems solid right now but her father has never really changed things since he started the business forty years ago. He has managed his way to success. “My father . . .” Taira thought, “is another matter.” What is his role going to be? He jokingly says that he wants to go into “semi-retirement” but never really says what that means. In fact, Taira is not really sure that he wants to retire. When she asks him what role he wants, his reply is “I have just one request do not make me a figurehead. I would rather retire completely. You choose the job or have me retire, either way I will do what you want. It is your show now sweetheart.”  Garret Brandt is an extrovert through and through.  He always wants to be near the action and thrives on running the company. His open personality and hands-on style have made the business what it is now. Taira knows this but her role growing up as the “I will do any job girl” has made her privy to lots of company gossip. She heard the new middle management staff of which there are three, two men and one woman, say he is nice but too controlling, while others like the Vice President and CFO, men who have been with him for the last 25 years, have given up trying to think for themselves and have decided to just go with his flow.

Taira considers to herself, “Where do I put my father? I need to establish myself and my style with these people. I want to make big changes and I have to get them on board. Yet, I do not want to lose my father’s knowledge and enthusiasm. I do not want to lose him altogether!”

Assignment 2

In this assessment, students will read the case study provided. The goal of this assignment is for the students to write a paper which designs a personal leadership plan for Taira Brandt who is about to take over the family business. The plan should address how Taira can facilitate her role as daughter, leader, and change agent to make a successful transition from the boss’s daughter to CEO. In essence how will Taira best use her individual skills to transition to her new role as CEO?

Outcomes Met:

· use leadership theories, assessment tools, and an understanding of the role of ethics, values, and attitudes to evaluate and enhance personal leadership skills

· develop and implement methods for establishing a constructive organizational structure and culture that fosters positive employee and employer relationships

· evaluate the culture and policies of an organization to recommend and implement improvements that support its vision, success, and sustainability

· assess the interactions between the external environment and the organization to foster responsible and effective leadership and organizational practices

Instructions:

Create a Word or Rich Text Format (RTF) document that is single-spaced, double-spaced between paragraphs, 12-point font.  The final product will be between 4-5 pages in length excluding the title page and reference page.

Follow this format:

· Title page with title, your name, the course, the instructor’s name;

· Introduction paragraph in which purpose of the plan is explained.

· Body Paragraphs:

· Evaluate Taira’s current role in the business;

· Discussion Taira’s  plans for business future;

· What individual Leadership skills does Taira need to accomplish business goals?

· Identify leadership relationship building challenges that are facing Taira;

· Assess the environment for change in her plan.

· Summary paragraph

 In writing a case study, the writing is in the third person. 

In writing this assignment, students are expected to paraphrase and not use direct quotes. 

In your paper, respond to the following elements of leadership and plan design:

· Evaluate Taira’s current role in the business and how that affects her leadership potential

· Describe specifically Taira’s business plans now and in the future (e.g. vision and mission, green plans etc.);

· Leader as individual- assessments; style, and ways that Taira can best establish her personal self with the employees;

· Identify the relationship building challenges facing Taira including current management staff and father and ways she can build the relationships to meet her goals;

· Assess the environment for change and how Taira will implement the ideas she has to build her future at the business.