Assessment checklist

Unit assessment: candidate’s assessment record

F84T 34 — Managing People and Organization

Class: HND Business Candidate’s name:

Group: Batch 15 Candidate’s ID:

Outcome 1
Assessment task 1

Record of Performance

Evidence Requirements

Candidates will need to provide evidence to demonstrate their Knowledge and/or

Skills by showing that they can:

correctly identify the main differences between the formal organization and
informal organization
clearly illustrate the relationship between organizational goals, objectives and
policy and justify their contribution to the effective management of a given
organization
explain the nature of Open Systems Theory and apply it to a given organisation
outline the different stakeholders of an organisation and explain the influence and
interest of each stakeholder in a given organisation
propose a strategy of control in a given organisation and justify it suitability

Satisfactory/Unsatisfactory Comments

The comment column can be used to highlight any re-assessment that may be needed.

Overall comments
 1. Analyze the relationship between organizational goals, objectives and policies and
explain their contribution to effective management in the case study

Goals
Goals mean simply the non-specific and not quantified priority areas of the mission which
generally apply to shorter time frames. (K.G.Priyashantha, 2017)
Goals maybe relating to:
1. Consumer Goals
2. Product Goals
3. Operational Goals
4. Secondary Goals
(K.G.Priyashantha, 2017)

According to the Case:

Consumer Goals

 Supply wider range of gourmet chocolates to business customers such as luxurious hotels
and restaurants for their guests and organizations for their business customers.
 Luxurious and quality goods.
 Customers receive their orders on time.

Product Goals

 Offering a unique product to potential customers.

 Offering products with local connection.
 Create gourmet chocolates that would be enhanced with local produce such as heather
honey, whisky and locally grown fruits.
 Developing new products.

Operational Goals

 Keep cost and waste down to minimum.

 Meeting targets through cost and through quality of the product.
 All orders complete and delivered on time.

Secondary Goals

 Develop the staff by training all areas of the business.

 Offer products by using local firms for suppliers.
 JOC approached the college students to offer work placements in the departments.
 Limit the number of suppliers and develop a very close and strong relationship with
suppliers.

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Objectives

Objectives mean a specific, measurable, attainable, result oriented and time limited further
explanation of the goals. (K.G.Priyashantha, 2017)

According to the case:

 JOC worked closely with some restaurant to create specialist chocolates for their specific
requirements.
 Securing sales and developing new products.
 All employees undertook a job development review every four months with the purpose
of empowering the team.
 Team measures their success in meeting targets through cost and through quality of the
product.
 Offer unique chocolates that were related to the sporting occasions.

Policies
Basically policies are the rules and regulations to follow when pursuing the goals.
This cannot be violated and should be followed.
They lay down of company attitudes in the achievement of goals.
According to the case:

 All orders were completed and delivered on time.

 All staff were known strict adherence to health and safety regulations and food
production regulations.
 Keep the waste as low as possible.
 Suzy developed good relationship with several exclusive restaurants and hotels.
 Suzy believed ethical responsibility and supported Ethical Trading Initiative.
 Suzy use two main local suppliers for the raw material and limit the number of suppliers.
 JOC held a three month training program for all new employees.
According to the above explanation we can see a relationship between those three characters.
Goals are what the organization seeks to achieve and objectives and policies are how those goals
are pursued.
Suzy’s goal is to survive in the business and creating gourmet chocolate as quality product.
Accordingly she has some policies and objectives to pursue her goal.

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For an Example:

Suzy’s all staff were educated strict adherence to health and safety food production regulations
and keep waste as low as possible. Not only that but also her staff were undertaken job
development review every four months.

Then she could achieve sales securing and developing new products.

After all Suzy’s company was able to reach her goals of creating quality gourmet chocolate
product and survive in the industry. Afterwards the business was keep growing.

Effective management means making the correct decisions and successfully implementing them
in order to achieve objectives. According to all of this we can see a contribution that Suzy have
taken correct decisions, created good culture in the company and she created a cycle of policies
in order to achieve objectives.

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2 Identify the main differences between the formal organization and informal
organization.

FORMAL ORGANIZATION INFORMAL ORGANIZATION

Formal organization is goal oriented entity
that exist to accurate the efforts of
individuals and it refers to the structure of
the jobs and positions with clearly defined
functions, responsibilities and authorities.
Any joint personal activity without
conscious joint purpose even though
possibly contributing to joint results.

(http://www.studylecturenotes.com/mana (http://www.studylecturenotes.com/mana
gement-sciences/management/85-formal- gement-sciences/management/86-
organization-informal-organisation) informal-organization)

a. Have a deliberate format a. Loosely structured and team work

structured and top to bottom clear can be seen in this informal
and advanced relationship. organization.

 Hafiz met with team leaders to

discuss and assign tasks and discuss
any potential problems.
SUZY  Hafiz was empowering the team by
CAMPBELL advising on monthly basis how they
THE were performing.
MANAGING  This was ensuring job rotation to
DIRECTOR allow employees build their
knowledge and as their skills
developed the employees were
LEON able to make contributions as team
HAFIZ SHAH AMINA ZAN HOURMOND members.
FACORY FACTORY  Adrian introduced a project and the
MANAGER MANAGER
FINANCE project tem then took their ideas
STIRLING MANAGER NEWCASTLE
and conclusions back to their work
colleagues.

MARY
TAYLOR ADRIAN
BUCHANAN
ASSISTANT
ASSISTANT

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b. Include clear formal rules and
standard operating procedure.
(SOP)
 All orders were completed
and delivered on time.
 Use two main local
suppliers for the raw
materials and limit the
number of suppliers.
 All staff keep holding
adherence to health and
safety food production
regulations.
 Launched a project to
combat waste and lower
cost.
c. Specification of tasks and activities.
 Amina had encouraged
Hafiz to appoint an assistant
with specific responsibility
for waste. Adrian was
appointed as the assistant.
b. No rules and depended on social
standards norms and culture.
 All employees
undertook a job
development review
every four months.
 Involve staff in new
product with blind
tasting and once a
month the
volunteers were
chosen to
participate in tasting
new product also
encouraged
suggesting a name
for the products.
 Suzy engendered a
culture of training
and development in
all areas of the
business.
c. Depend on what are the beliefs and
ideas of the people.
 Suzy believed in ethical
responsibility and
supported the Ethical
Trading Initiative.
 In CG chocolates, the owner
Charlie believed that people
are motivated by reward
and punishment system and
chain of command.
 He decided who should get
the bonuses.
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 3. Explain the composition of the open system theory and explain how it applies in the
case study.

The system is a collection of parts that operate interdependently to achieve a common

purpose.

The open system means the transformation of resource inputs in to product outputs. Open
system interact with their environments.

RESOURSE INPUTS TRANSFORMATION

PROCESS PRODUCT
OUTPUT
The elements that
Converting inputs to have been produced
output or work, by transformational
The elements that activities that turn
enter the system process.
resourses into
supply by the product. This is consumed by
environment. the environment.
This is created by
organization.
(K.G.Priyashantha, (K.G.Priyashantha, (K.G.Priyashantha,
2017) 2017) 2017)

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 PEOPLE PLANNING

PRODUCT OUTPUTS .
ORGANIZING
RESOURSE INPUTS

Suzy camapbell

TRANSFORMATION PROCESS
luxurious quality gourmet
Hafiz shah LEADING chocolates for the luxury
CONTROLING restaurants and
Amina zan
hotels,organizations
Mary taylor offering them with
Chocolate production cooperate gifts.
Adrian buchanan

Training and
MONEY AND motivating the staff luxurious chocolates as
TECHNOLOGY cooperate gifts for
sporting events.
Suzy invested her
Team working
redundacy
package. Well trained, satisfied
With the assistance Internal promition and effective empolyees
of the bank suzy
invested the latest Developing new Excellent develpoed
equipment. products inovative products

RAW METERIAL waste and quality Highly Satisfied

Chocolate controlling
employees and
Cocoa customers

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 4. Identify different stakeholders in the case study and explain their influence and
interest.

Stakeholder Influence Interests

Employees and management are Not practicing their Organizations

Internal stakeholder

so intimately connected with the management skills continued existence.

company. and experiences.
(K.G.Priyashantha, 2017) Security and increase
Work without of the income
Managers : applying knowledge.
 Hafiz Shan Better results of
 Amina Zan Wrong decision taken decisions.
 Leon Hourmond making.
Job satisfaction and
involve in managing
the business actively.

Employees : May not contribute Salary increments

 Mary Taylor their effort and promotions.
 Adrian Buchanan
Not obeying to the Training and
rules and regulations. development
projects.
Less productivity and
less quality Job security and good
working
environment.
There are several groups of Close down or Product innovation
Connected stakeholder

connected stakeholders. expand the business.

(K.G.Priyashantha, 2017) Taking risks Increase the profit
Removing or and market share.
 Owner promoting
Suzi Campbell employees Take advantages
from the niche that
existing market

Developing of the
company and
maximizing product
capacity of the
company

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 Stakeholder Influence Interests
• Bankers Changing the interest Repayment ability
rate
Financial stability
Withdraw the loan
facility Continuation of the
business.
Strict credit terms
and conditions Increasing of the
market share

• Suppliers Increase and Continuous orders.

decrease price and
Dominican Republic quality Getting the payment
Ivory coast on time
Withdraw the
supplies

Can impose credit

terms
Can bargain with the Quality product at a
• Customers company using their reasonable price
purchasing power
Good customer
Switching to a service
competitor
A wider range of
product and tastes.
The government, local authorities, Can impose favorable Tax revenue.
stakeholder
External

pressure groups, the community and unfavorable

and professional bodies rules and regulations. Generate job
(K.G.Priyashantha, 2017) opportunities and
Impose taxes. reduce the

5 Recommend an effective control strategy that applies to the case study and justify
its suitability.

Bureaucratic control Output control Clan control

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Control through a system of
rules and standard operating
procedures (SOP) that shapes
and regulates the behavior of
decisions, functions and
individuals.
(K.G.priyashantha,2017)
This is about the
measurement of the output or
results achieved.
(K.G.priyashantha,2017)
The control exerted on
individuals and groups in an
organization by shared
values, norms, standards of
behavior and expectations.
(K.G.priyashantha,2017)

 When it comes to control strategies which applies to the case study are output control
and clan control.
 In here the product or the output of the company is visible. Then they can achieve their
results by increasing the quality of the product.
 They are practicing team culture in their company. Since that the behaviors of their
members can be controlled only by sharing values norms and standards and building up
strong culture between them rather than the rules and procedures.

 Accordingly we can see the effective and ideal control strategies that applies to the case
study are clan control and output control strategies because every aspect of the
company has strongly build up team working. Further product or the output is chocolate
and it’s visible.
 Throughout the business team working plays a key role for their success. In addition to
that company can improve the quality of the products since the product is visible. This
culture has helped the business by empowering employees to take pride in their work
and motivate through work not just money with the purpose of achieving goals.
 Further the company has secured their sales and survived in the market by offering
luxurious high quality products in satisfying customers.

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