ABM – Organization and Management

Learning Activity Sheets

Quarter 2: Week 1 to 8

DIVISION OF ANGELES CITY

 Organization and Management

Name:_____________________________ Grade Level: ________________

Section: ___________________________ Date: (Q2: W1) _____________

Background Information for Learners

This lesson focuses on discussing the concept and nature of staffing.

STAFFING - Is a managerial function that takes people with necessary skills into the
organization and develops them into precious organizational resources. It is a process through
which capable employees are recruited, selected, properly trained, effectively developed,
rightfully rewarded and their joint efforts are harmoniously.

NATURE OF STAFFING

1. It is a significant function of management

2. It is an important part of management process

3. It is continuous activity function of management

4. It is concerned with human resources of an organization

5. It is separate from physical factors, because it is complicated and sensitive function

6. It deals with the maximum utilization of human resources like direction, coordination and
control.

STAFFING SYSTEM

• ACQUISITION – activities engage external staffing system that administer the

preliminary acceptance of applicants interested in the organization.
• DEPLOYMENT – means the placement of new hires on the real job they will hold.
• RETENTION – seek to supervise the unpreventable flow of employees out of the
organization.
STAFFING MODELS

• SHORT- TERM STAFFING - centers on the urgent needs of the company. Many
companies turn to a temporary workforce for short-term staffing needs, especially if the
need is only for a specific project or short period of time.
• LONG- TERM STAFFING - engages taking a practical approach to company’s
staffing needs - covers at least one year. When determining such staffing needs,
consider past turnover, employees who may be retiring or taking a maternity or other
leave, expected growth and poorly performing staff members.
• SUCCESSION STAFFING - allows you to completely comprehend the duties and
responsibilities of your management staff so you can train inside candidate to be ready
to step into promotion right away should management turnover takes.
• PLACE STRATEGIC - STAFFING - involves a combination of short - term, long-
term and succession planning. This plan takes the company's business plans into
account to ensure that goals can be met from a talent perspective.

IMPORTANCE OF STAFFING

1. Filling the organizational positions

2. Making possible discovery of able staff for challenges

3. Guaranteeing utmost productivity

4. Developing personnel for shouldering greater responsibilities

5. Meeting upcoming requirements of talented people

6. Satisfying job owing to correct placement

7. Utilizing of human resources most favorably

8. Supplying information concerning transfer, promotion, recruitment, death, demotions.

9. Retaining professionalism among personnel

10.Building higher morale of employees

Learning Competency

Discuss the concept and nature of staffing

ABM- AOM -11 – II a -b – 20

Activity I: TRUE OR FALSE!

Direction: On the space provided, write T if the statement is true, F if the statement is
false, encircle the word to be corrected and write the correct word on top on the wrong
one.
_________ 1. Staffing is a significant function of management
_________ 2. Staffing t is an important part of organization process
_________ 3. Staffing is continuous activity part of management
_________ 4. Staffing is concerned with human resources of an organization
_________ 5. Staffing It is separate from physical factors because it is complicated and
sensitive function
_________ 6. Staffing deals with the maximum utilization of financial resources like
direction, coordination, and control.
_________ 7. Staffing is a managerial function that appoints people with necessary
skills into the organization.
_________ 8. Staffing develops employees into precious organizational resources.
_________ 9. Staffing is a process through which uncapable employees are recruited,
selected, properly trained, and effectively developed.
________ 10. Staffing rightfully rewarded employee’s joint efforts harmoniously.

Activity 2: FILL IN THE BLANKS!

Direction: Complete the following sentences that expresses the importance of staffing.
Write the correct word in the blank.

1. Filling the ____________ positions.

2. Making possible discovery of able ___________ for challenges
3. Guaranteeing utmost ___________.
4. Developing ___________ for shouldering greater responsibilities
5. Meeting upcoming requirements of _________ people
 6. Satisfying job owing to correct ___________.
7. Utilizing of ________ resources most favorably.
8. Supplying information concerning transfer, _______, recruitment, death, and
demotions.
9. Retaining ___________ among personnel
10.Building higher ____________ of employees.

Activity 3: IDENTIFICATION!

Direction: Carefully read each scenario. Identify whether it is a short -term, long – term,
succession, or place - strategic staffing. Write SHT short -term, LOT long – term, SUC
succession, or PSS place - strategic staffing on the space provided.

_______ 1. Commercial Model for toothpaste.

_______ 2. Public School Teacher for permanent position.
_______ 3. Management Trainee.
_______ 4. SM department store sales staff.
_______ 5. Retail staff at 2 days “Tigtigan – Terakan King Dalan” activity.
_______ 6. Doctors in Public Hospital.
_______ 7. DILG Contact – Tracer in time of pandemic.
_______ 8. Police Trainee.
_______ 9. Construction worker
_______ 10. Barangay health worker

Activity 4: STAFFING ADS!

Direction: In a clean sheet of Short Bond Paper, create your own advertisement about
staffing. Make your advertisement as creative as possible.

1. Create your own advertisement on staffing your own personnel for your new open
business.
2. Using details like, Business Name, Business address, Business contact details,
vacant position, number of personnel needed, requirements to be submitted.
3. Apply creativeness on your output.
 4. Use the Rubrics as your guide in creating your own staffing advertisement.

Rubrics for Activity 4

Criteria 5 4 3 2 1 Total

Purpose/Task
• Accomplishes the task
• Includes details
• Connects ideas to task/purpose
Organization

• Exhibits a logical and coherent sequence

• Makes smooth transitions
Structure (degree to which errors hinder overall
comprehensibility)

• future ideas expressed as appropriate

• Correct position order
• Spelling/diacritical marks
Total

Reflection:
Answer the following questions: Write your answer on a sheet of paper.

1.What did I learn?

2.Why does this learning matter?

3.In what ways will I use this learning?

Reference:

Serrano, Angelita C. 2016. Principles of Organization and Management: Manila Philippines:

Unlimited Books Publishing, Inc.
 Angeles City national High School – SHS
Master Teacher I
GLENDA N. NAGUIT, PhD.
Prepared by:
Activity 4: The teacher will use the rubric to assess the output of the learners.
Activity 3 Activity 2 Actvity I
1. SHT Note: word in underline are the
1. Organizational correct answers; word inside
2. LOT
2. staff parenthesis are the wrong
3. SUC
3. productivity words to be change.
4. PSS
4. personnel
5. SHT
5. talented 1. T
6. LOT
6. placement 2. F Management
7. SHT organization)
8. SUC 7. human
3. F function (part)
9. SHT 8. promotion
4. T
10. LOT 9. professionalism 5. T
10. morale 6. F human ( financial)
7. F takes (appoint)
8. T
9. F capable (uncapable)
10. T
Answer Key:
 ORGANIZATION AND MANAGEMENT

Name:_____________________________ Grade Level: ____________________

Section: ___________________________ Date: (Q2: W2) __________________

Background Information for Learners

This lesson focuses on analyzing the process of recruiting, selecting, and training of
employees.

RECRUITMENT - Is the process of attracting the appropriate number of qualified individuals

to apply for vacant positions in an organization. The purpose of recruitment process is to find
the qualified employees that will fill the current organization culture. Recruitment envelops an
extensive variety of methods for magnetizing employees to firm. Recruiting individuals to fill
posts within a business can be done either internally or externally.

TYPES OF RECRUITMENTS

1. Internal recruitment - Is a recruitment which takes place within the concern or

organization. Internal sources of recruitment are readily available to an organization.

A. Transfers
B. Promotions
C. Re-employment Of Ex-employees

2. External recruitment - External sources of recruitment have to be solicited from outside

the organization. But it involves lot of time and money.

A. Employment at Factory Level

B. Advertisement
C. Employment Exchanges
D. Employment Agencies
E. Educational Institutions
F. Recommendations
G. Labor Contractors
SELECTION - Refers to the process of human resources (HR) section in choosing from
candidates those who will fill identified open positions within the company.

Employee Selection - is the process of interviewing and evaluating the candidates for a
specific job and selecting an individual for employment based on
certain criteria (qualifications, skills, and experience).

Includes Activities Such As:

1. Development of Selection Criteria
2. Advertising
3. Short- Listing
4. Application Forms Submission
5. Testing
6. Interviewing
7. Reference Check
8. Making the Final Selection Decision
9. Submission of Medical Requirements
10. Employees Orientation

TRAINING & DEVELOPMENT – is a subsystem of the organization. It ensures the member

of the organization possess the knowledge and skills required to execute jobs effectively, take
new responsibilities, and adapt to changing condition of the business environment.

Training – is any attempt to improve employee performance on a currently held job or

related to it. Training should be designed to meet the goal of the organization and the goal of
the individual employees.

Development – refers to the learning opportunities designed to help employees grow.

These opportunities do not have to be restricted to improving employee’s performance on their
current jobs.

PURPOSE OF TRAINING AND DEVELOPMENT

1. Improving quality of workforce

2. Enhance employee growth
 3. Prevents obsolescence
4. Assisting newcomer
5. Bridging the gap between planning and implementation
6. Health and safety measures
7. Organize and facilitate learning and development.
8. Expedite acquisition of the knowledge, skills, and abilities required for effective job
performance.

DIFFERENT TYPES OF TRAINING & DEVELOPMENT PROGRAMS

1. Employees orientation – is the process of introducing employees to their new jobs and
work environment.
2. Apprenticeship – is an agreement between a person who wants to learn skill and an
employer who needs a skilled worker who is earning while learning.
3. Health and safety training – is a type of training that occurs to ensure employees are
protected from injuries by work – related accidents.
4. Team training – teaches employees how to work together and facilitates their
interaction.
5. Diversity training – centers on forming alertness of diversity issues and making
available the skills employees need to work with others who are different from them.
6. Mentoring and coaching – involves informal advice, suggestions, and guidance. This
program is helpful for reinforcing other kinds of training and for trainees who benefit
from support and personal encouragement.

DIFFERENT TYPES OF TRAINING & DEVELOPMENT TECHNIQUES

1. On- The- Job Training and Lectures

2. Programmed Instruction
3. Computer- Assisted Instruction
4. Audiovisual Techniques
5. Simulations
6. Business Games

Learning Competency

Analyze the process of recruiting, selecting, and training employees

ABM- AOM -11 – II a -b – 21
Activity 1: FIND ME!
Directions: Find the words that constitute the Recruitment, Selection, T & D process and
encircle it.

R E C R U I T M E N T T S
E M W E R T R Y U I O P X
F P X Z A S A D F G J K N
S L C V B N I M J L G N O
N O A S D F N G H J O O I
A Y Q W E R I X Z I Y I T
R E S D F R N W T R T T A
T E S T I N G O R F Q C L
S A D F T H M B N M U E U
T N E M P O L E V E D L M
A S W O R K F O R C E E I
A B C P S D F G T U H S S

Activity 2: COMPLETE ME!

Direction: Complete the following statement by filling out the blanks with the missing
words.

1 - 3. Employee Selection is the process of ___________ and ___________ the candidates for
a specific job and _________ an individual for employment based on certain criteria .

4 - 6. Mentoring and coaching involves ___________, ________, and ____________. This

program is helpful for reinforcing other kinds of training and for trainees who benefit from
support and personal encouragement.

7 – 10. Training & Development is a subsystem of the organization. it ensures the member of
the organization possess the _____________ and ____________ to execute jobs effectively,
take new ___________, and ____________to changing condition of the business environment.
Activity 3: Fill up your BIO – DATA!
Direction: Clearly fill up all the required information needed in accomplishing your bio - data.

Rubrics for Activity 4

Rubrics for Activity 3

Criteria 5 4 3 2 1 Total

Purpose/Task
• Accomplishes the task
• Includes details
• Connects ideas to task/purpose
Organization
• Exhibits a logical and coherent sequence
• Makes smooth transitions
Structure (degree to which errors hinder overall
comprehensibility)

• future ideas expressed as appropriate

• Correct position order
• Spelling/diacritical marks
Total

Activity 4: Performance Task!

Simulation: The teacher will conduct a virtual job interview.
Student Role: Applicant/ Interviewee
Teacher Role: Interviewer

Consider this list of interview question.

1. Tell Me About Yourself.
2. Why Do You Want to Work at This Company?
3. Why Should We Hire You?
4. What Are Your Greatest Strengths?
5. What Motivates You?
6. Where Do You See Yourself in Five Years?
7. What’s Your Dream Job?
8. What Makes You Unique?
9. When Can You Start?
10. Sell Me This Pen.
 Job Interview Rubric
Student Name: __________________________________________________ Date: _____________

Criteria 1-2 3-4 5-6 7-8 Score

1. Appearance Overall appearance Appearance is Overall neat Overall
is untidy somewhat untidy appearance appearance is very
(** This should relate to neat
the core concentration Choice in clothing is Choice in clothing Choice in clothing
area and may be industry inappropriate for is inappropriate is acceptable for Choice in clothing
specific) any job interview (shirt un-tucked, the type of is appropriate for
(torn, unclean, tee-shirt, too interview any job interview
wrinkled) much jewelry,
etc.) Well groomed Very well
Poor grooming (i.e. shirt tucked groomed (hair,
Grooming in, jewelry blends make-up, clothes
attempt is evident with clothing, pressed, etc.)
minimal wrinkles)
Overall
appearance is
businesslike

2. Greeting Unacceptable Used typical Acceptable Professional

behavior and behavior and behavior, well behavior and
language language – did mannered, language
modify behavior professionalism (handshake,
Unfriendly and not to fit the somewhat lacking “hello”,” thank
courteous interview you “, etc.)
Courteous to all
Attempts to be involved in Friendly and
courteous to all in interview courteous to all
interview setting involved in
interview

3. Communication Speaking is unclear Speaking is Speaking is clear Speaks clearly and

– very difficult to unclear – lapses in with minimal distinctly with no
understand sentence mistakes in lapse in sentence
message of what is structure and sentence structure and
being said (i.e. grammar structure and grammar usage;
mumbling) grammar speaks concisely
Volume is uneven with correct
Volume is (varied) Volume is pronunciation
inappropriate for appropriate
interview (i.e. spoke Volume conveys
too loudly, too business tone
softly)
4. Body Language Fidgeted – (i.e., Fidgeted –(i.e., Minimal fidgeting No fidgeting;
constant movement movement of (i.e., occasionally consistently used
of hands and feet); hands and feet shifting); average physical gestures,
none or very poor frequently); use of physical facial expressions
use of physical minimal use of gestures, facial and body
gestures, facial physical gestures, expressions and movements in a
expressions and facial expressions body movements manner which
body movements and body in a manner enhanced the
detracted from the movements in a which enhanced interview process
interview process manner which the interview
enhanced the process
interview process
5.Posture and Eye Does not look at Sits up straight; Sits up straight, Sits up straight,
Contact persons involved in average posture; good posture; excellent posture;
the interview establishes eye establishes eye looks relaxed and
process; keeps head contact with contact with confident;
down; minimal eye interviewers interviewers establishes eye
contact; does not during the during the contact with
have good posture; interview 70 -80% interview 80 -90% interviewers
slouching of the time of the time during the
interview 90-100%
of the time
6. Politeness Several times, the Student Student Student never
student interrupted interrupted or interrupted or interrupted or
or hurried the hurried the hurried the hurried the
person doing the interviewer 3-5 interviewer 1-2 interviewer and
interviewing; forgot times during the times during the thanked them
to thank person(s) course of the course of the after the interview
interview, interview,
thanked the thanked the
person after the person after the
interview interview
7. General Lack of interest and Somewhat Shows basic Appropriately
Attitude enthusiasm about interested in the interest in the interested and
the interview; interview; shows interview; shows enthusiastic about
passive and little enthusiasm some enthusiasm the interview
indifferent process
8. Responses to Answers with “yes’ Gives well- Gives well- Gives well-
Questions or “no” and fails to constructed constructed constructed,
elaborate or responses, but responses, does confident
explain; talks sounds rehearsed not sound responses that are
negatively about or unsure rehearsed, genuine
past employers student
somewhat
hesitant or unsure
9. Candidate Responses are Responses are Responses are Responses are all
Integrity inconsistent or somewhat generally consistent
contradictory. No inconsistent or consistent
concrete or specific contradictory Concrete and
examples used Concrete and specific examples
Concrete and specific examples are used
Candidate provided specific examples often used
no verifiable occasionally used Candidate
information for Candidate provides verifiable
claims, and/or Candidate provides information for all
claims may be provides some verifiable claims
exaggerated or even verifiable information for
appear information for most claims
manufactured claims
10. Overall Demonstration of Demonstrated Demonstrated Highly proficient;
Demonstration poor interview skills limited average appropriately
of Interview with little proficiency; proficiency; utilized interview
Skills confidence limited average skills in an
displayed demonstration of demonstration of enthusiastic,
competent competent motivating and
interview skills in interview skills in engaging manner
a generally a generally
confident manner confident manner
Total out of 80 points possible (10 topics x 8 max possible) Total

-
Reflection:
Answer the following questions: Write your answer on a sheet of paper.

1.What did I learn?

2.Why does this learning matter?

3.In what ways will I use this learning?

Reference:
Serrano, Angelita C. 2016. Principles of Organization and Management: Manila Philippines:
Unlimited Books Publishing, Inc.

https://www.pinterest.ph/pin/676032594048279431/?nic_v2=1a4CcbYpH
Answer Key:
Activity 1:

R E C R U I T M E N T T S
E M W E R T R Y U I O P X
F P X Z A S A D F G J K N
S L C V B N I M J L G N O
N O A S D F N G H J O O I
A Y Q W E R I X Z I Y I T
R E S D F R N W T R T T A
T E S T I N G O R F Q C L
S A D F T H M B N M U E U
T N E M P O L E V E D L M
A S W O R K F O R C E E I
A B C P S D F G T U H S S

Activity 2:
1 -3: interviewing, evaluating, selecting
4 -6: informal advice, suggestion, guidance
7 – 10: knowledge, skills required, responsibilities, adapt

Activity 3 and 4:
The teacher will use the rubric to assess the output of the learners.

Prepared by:

GLENDA N. NAGUIT, PhD.

Master Teacher I
Angeles City national High School - SHS
 ORGANIZATION AND MANAGEMENT

Name: _____________________________ Grade Level: ______________

Section: ___________________________ Date: Q2 W3-4

Learning Activity Sheet

Background Information for Learners

When you hear the word compensation or wages it is always associated with
performance evaluation because the employees ‘performance also determines the
compensation given to them after considering other factors like the actual worth of the job,
compensation strategy of the company, conditions of the labor market, cost of living, and area
wage rates, among others.

There is different form of compensation. It may be direct, indirect, or nonfinancial.

TYPES OF COMPENSATION

1. Direct compensation – it includes workers’ salaries, incentive pays, bonuses, and

commissions.

2. Indirect compensation – these are benefits given by employers other than financial
remunerations. Example: travel, educational and health benefits,
and others.

3. Nonfinancial compensation- this includes the recognition programs, being assigned to do

rewarding jobs, or enjoying management support, ideal work
environment, and convenient work hours.

COMPENSATION: A MOTIVATIONAL FACTOR FOR EMPLOYEES

A compensation pay represents a reward that an employee receives for good performance that
contributes to the company’s success. In relation to this, the following must be considered:
*Pay Equity – it is related to equality. The Equity Theory is a theory focusing on employees’
response to the pay that they receive and the feeling that they receive less or
more than they deserve.

*Expectancy Theory – is another theory of motivation, which predicts that employees are
motivated to work well because of the attractiveness of the rewards or benefits
that, they may possibly receive from a job assignment.

BASES FOR COMPENSATION

Employees may be compensated based on the following:

1. Piecework basis – when pay is computed according to the number of units produced.
2. Hourly basis – when pay is computed according to the number of work hours rendered.
3. Daily basis – when pay is computed according to the number of work days rendered.
4. Weekly basis – when pay is computed according to the number of work weeks
rendered.
5. Monthly basis – when pay is computed according to the number of work months
rendered.

PURPOSE OF PERFORMANCE EVALUATION

To improve individual job performance through performance evaluation is just one of

the reasons why employees are subjected to assessments on a continuous basis. There are other
purposes why behind employee’s assessment that are beneficial to the company and
employees:

1. Administrative Purposes – these are fulfilled through appraisal /evaluation programs

that provide information that may be used as basis for compensation decisions,
promotions, transfers, and terminations.
2. Developmental Purposes – these are fulfilled through appraisal/evaluation programs
that provide information about employees’ performance and their strengths and
weaknesses that may be used as basis for identifying their training and development
needs.
PERFORMANCE APPRAISAL METHODS

Approaches of assessing workers have undertaken changes in order to adapt new legal
employment requirements and technical changes. Some appraisal methods used today are the
following:

Trait methods – performance evaluation method designed to find out if the employee
possesses important work characteristics such as conscientiousness , creativity, emotional
stability, and others.

Graphic rating scales – performance appraisal method where each characteristics to be

evaluated is represented by a scale on which the evaluator or rater indicates the degree to which
an employee possesses that characteristics.

Forced-choice method – performance evaluation that requires the rater to choose from two
statements purposely designed to distinguish between positive or negative performance for
example works seriously – works fast; shows leadership – has initiative.

Behaviorally anchored rating scale – (BARS) a behavioral approach to performance

appraisal that includes five to ten vertical scales, one for each important strategy for doing the
job and numbered according to its importance.

Behavior observation scale (BOS) – a behavioral approach to performance appraisal that

measures the frequency of the observed behavior.
Figure 1. Behavior Observation Scale (BOS)

LEARNING COMPETENCY WITH CODE

Identify the policy guidelines on compensation/wages and performance evaluation/appraisal.

ABM_AOM11-IIa-b-23 -26
Activity 1: Scrambled Words
Direction: Re-arrange the scrambled letters to get the correct words. Write your answer on
the
space provided.
1. All forms of pay given by the employers to their employees for the performance of their jobs.
NOITASPENCOM _______________

2. When pay is computed according to the number of work hours rendered.

LYHUOR BSASI _______________

3. It is a performance evaluation method designed to find out if the employee possesses

important work characteristics such as conscientiousness, creativity, emotional
stability, and others.
TRIAT MOTHEDS _______________

4. When pay is computed according to the number of work weeks rendered.

Y L K E E W S I S A B ________________

5. It includes workers’ salaries, incentive pays, bonuses, and commissions.

D I T R EC C O M N E P T I O N S A ________________

Activity 2: AGREE or DISAGREE

Direction: Write Agree, if you think the statement is correct, write Disagree, if you think the
statement is incorrect and write/omit the correct words/phrase on the space provided.

__________1. A trait method is a performance evaluation technique to find out if an employee

holds an essential work character.

__________2. Forced-choice method is a process that requires the rater to choose from one to
two statements purposely designed to distinguish between positive and
negative performance.

__________3. Graphic rating scale is a behavioral approach to performance appraisal that

includes five to ten vertical scales, one for each important strategy for doing the
job and numbered according to its importance.

__________4. A performance appraisal method where each characteristic to be evaluated is

represented by a scale on which the evaluator or rater indicates the degree to
which
an employee possesses that characteristics is called behavior observation scale
(BOS).

__________5.Behaviorally anchored rating scale (BARS) is a behavioral approach to

performance appraisal that measures the frequency of observed behavior.
Activity 3: Explain your answer!
Direction: Define the following concepts in your own words/ sentences. Use a clean separate
sheet of paper.

1. Direct compensation
2. Indirect compensation
3. Nonfinancial compensation
4. Pay equity theory
5. Expectancy theory

Rubrics for Scoring

Criteria ACCEPTABLE GOOD EXCELLENT

( 1) ( 3) (5)

Completion The answer is missing The answer is missing The answer is complete.
multiple details. slight details

Comprehension Content demonstrates Content demonstrates Content demonstrates a

less than basic basic understanding of deep understanding of,
understanding of the the topic. and engagement with the
topic. topic.

Organization Content may be Content is organized and Content is well-

unorganized and not easy easy to read. organized and easy to
to read. read.

Activity 4: Do the task!

Direction: Using the definition given in this lesson, create your own Behavior Observation
Scale (BOS). Use a clean separate sheet of paper.

Criteria:
20 points – the answer is exact and clearly discussed
15 points – the answer is clearly discussed
5 point – the answer is not clearly discussed
0 point – no answer

Reflection:
Direction: Reflect on the following questions: Use a clean separate sheet of paper.

1.What did I learn?

2.Why does this learning matter?
3.In what ways will I use this learning?
Reference:

Cabrera, Helen Ma.F., et.al.(2016) Organization and Management: Textbook for Senior High School:
Vibal Group Inc.

https://www.slideshare.net/learnito/performance-appraisal-compensation-53563363

Answers’ Key

Activity 1:
1.COMPENSATION, 2. HOURLY BASIS, 3. TRAIT METHODS,
4. WEEKLY BASIS, 5. DIRECT COMPENSATION

Activity 2: 1. Agree,
2. Disagree (Omit – one to),
3.Disagree ( Omit- Graphic rating scale to Behaviorally anchored rating
scale(BARS), or change the statement (depends on the student’s
answer)
4.Disagree (Omit- behavior observation scale, write- Graphic rating scale), or
change
the statement (depends on the student’s answer)
5. Disagree(Omit - Behaviorally anchored rating scale(BARS) to Behavior
Observation Scale (BOS) or change the statement (depends on the student’s answer)

Activity 3 & Activity 4 – Use Rubrics in scoring the output.

Prepared by:

ELEONOR R. MENDOZA
SST – II
Angeles City National High School - SHS
 ORGANIZATION AND MANAGEMENT

Name: _____________________________ Grade Level: ______________

Section: ___________________________ Q2 W5

Learning Activity Sheet

Background Information for Learners

In an organization, motivation is an essential factor to satisfy the needs of every

member. Motivation encourages individuals to work devotedly. Understanding individual
human needs, perceptions, thoughts, and beliefs may provide good answer to such questions
that are often asked in different work settings.
According to Kreitner and Kinicki (2013), early Theories of Motivation revolved
around the idea that motivation is brought about by the employee’s desire to fulfill their need,
their work habits, and their job satisfaction. Among these are:

1. MASLOW’S HIERARCHY OF NEEDS THEORY – refers to Maslow’s Hierarchy of

Five Human Needs: physiological, safety, social, esteem and self-actualization.

A. Physiological needs refer to the human need for food, water, shelter, and other physical
necessities.
B. Safety needs refer to human needs for security and protection from physical and
psychological harm.
C. Social needs pertain to the human desire to be loved and to love, as well as the need for
affection and belongingness.
D. Esteem needs include the human need for self-respect, self-fulfillment, and become the best
according to one’s capability.
E. Self-actualization needs are the final needs in Maslow’s hierarchy.
 The Hierarchy of Needs theory was published by
Abraham Maslow in 1943. According to him,
physiological needs must be satisfied first. Once a need
is satisfied, it activates the next higher need in the
hierarchy. The process continues until the need for self-
actualization is activated. It is important for managers
and leaders to focus on employee needs related to self-
respect, self-esteem, and self-actualization because their
satisfaction is related to many outcomes such as
academic achievement, job performance, work
problem/success, and others.

2. MCGREGOR’S THEORY X AND THEORY Y

This theory was proposed by Douglas McGregor.
Theory X is a negative view of workers which assumes that workers have little
ambition, dislike work, and avoid responsibilities; they need to be closely monitored or
controlled in order for them to work effectively.
Theory Y is a positive view of workers which assumes that employees enjoy work, seek
out and accept responsibility, and are self-directed.

Managers must be guided by

Theory Y, so McGregor proposed that they
must give employees a chance to participate
in decision-making, assign them
challenging jobs to exercise their
responsibility in handling complex
situations, and allow them to have good
work relations with others, which would enhance their motivation.
3. HERZBERG’S TWO FACTOR THEORY – was proposed by Frederick Herzberg. This
theory is also known as the Motivation-Hygiene Theory which states that intrinsic factors are
the motivators (achievement, recognition, growth, and responsibility) and these are associated
with job satisfaction, while extrinsic factors are called hygiene factors (company policy, salary,
security, and supervision) and these are associated with job dissatisfaction.

4. ALDERFER’S ERG THEORY – was developed by Clayton Alderfer in the 1960s. For
Alderfers, a set of core needs explain behavior. E stands for existence needs, R refers to
relatedness needs, and G pertains to growth needs. The needs or desire for physiological and
materialistic well-being, to have meaningful relationships with others, and to grow as a human
being are similar to the needs presented in Maslow’s Theory.

Modern Theories of Motivation are

process that focus on the notion that
motivation is a function of employees’
perceptions, thoughts, and beliefs. Among
these are:

a. Goal setting Theory – a theory stating that specific goals motivate performance and that
more difficult goals, when accepted by employees, result in greater motivation to perform well,
as compared to easy goals.

b. Reinforcement Theory – a theory which states that behavior is a function of its

consequences. If the result or consequences that immediately follow a behavior is good, then
there is a probability that the individual will be motivated to repeat the behavior.

c. Job Design Theory – a theory which states that employees are motivated to work well by
combining tasks to form complete jobs.

d. Equity Theory – a theory developed by J.Stacey Adams which states that employees assess
job outcomes in relation to what they put into it and then compare these with their co-workers.
If the employee perceives that his job is equitable in comparison to those of his coworkers,
there is no problem. However, if the opposite is true, this will become a de motivator to his or
her job performance.

e. Expectancy Theory – states that an individual tends to act in a certain way, based on the
expectation that the act will be followed by an outcome which may be attractive or unattractive
to him or her.

LEARNING COMPETENCY WITH CODE

Identify the policy guidelines on compensation/wages and performance evaluation/appraisal.

ABM_AOM11-IIc-e-29

Activity 1: Motivation Theories

Direction: Underline the correct answer that matches the given statement.

1. A theory that has a negative and positive view.

Maslow’s Hierarchy of Needs McGregor’s Theory X and Theory Y

2. This theory states that individuals have three needs that serve as motivators at work.
McClelland’s Three Needs Theory Herzberg’s Two Factor Theory

3. This theory is also known as the Motivation-Hygiene Theory which states that intrinsic
factors are associated with job satisfaction, while extrinsic factors are associated with job
dissatisfaction.
Maslow’s Hierarchy of Needs Herzberg’s Two Factor Theory

4. A theory stating that specific goals motivate performance and that more difficult goals, when
accepted by employees, result in greater motivation to perform well, as compared to easy
goals.
Reinforcement Theory Goal Setting Theory

5. This theory states that employees are motivated to work well by combining tasks for to form
complete jobs.
Job Design Theory Reinforcement Theory
Activity 2: Fill in the blanks!

Direction: Complete each paragraph by filling the blanks. Write your answer on the
space provided.

Modern theories of (1) _________ are process that focus on the notion that motivation
is a function of employees’ perceptions, thoughts, and beliefs. First is (2) _____________ , a
theory stating that specific goals motivate performance and that more (3) ____________, when
accepted by employees, result in greater motivation to perform well, as compared to easy goals.
While, (4) ______________ states that behavior is a function of its consequences. If the result
or consequences that immediately follow a behavior is good, then there is a probability that the
individual will be motivated to repeat the (5) ________.

On the other hand, (6) __________ is a theory which states that employees are
motivated to work well by (7) ___________ to form complete jobs. And (8) ____________
states that employees assess job outcomes in relation to what they put into it and then compare
these with their co-workers. If the employee perceives that his job is equitable in comparison
to those of his coworkers, there is no problem. However, if the opposite is true, this will become
a de motivator to his or her (9) _______________.

Lastly, (10) ___________ states that an individual tends to act in a certain way, based
on the expectation that the act will be followed by an outcome which may be attractive or
unattractive to him or her.

Activity 3: Let’s explain!

Direction: Answer the following questions. Write your answer on a clean separate sheet
of paper.

1. Discuss Maslow’s Hierarchy of Needs Theory. In your own opinion, is it a good motivator
for employees to do their job well? Explain your answer.
2. Which theory of motivation involves the combining of tasks to form complete jobs? Give
examples and explain each.
3.What are the five core dimensions of the Job Characteristics Model? Define each.
Criteria:

5 points – the answer is exact and clearly discussed

3 points – the answer is clearly discussed
1 point – the answer is not clearly discussed
0 point – no answer

Activity 4: Do the task!

Direction: Illustrate the Maslow’s Hierarchy of Needs, Herzberg’s Motivation-Hygiene

Theory, and Alderfer’s ERG theory. Explain how the three theories relate to each other.
Write your answer on a clean separate sheet of paper.

Rubrics for Scoring

Criteria ACCEPTABLE GOOD EXCELLENT

( 1) ( 5) (10)

Completion The answer is The answer is The answer is

missing multiple missing slight details complete.
details.
Comprehension Content Content Content
demonstrates less demonstrates basic demonstrates a deep
than basic understanding of the understanding of,
understanding of the topic. and engagement with
topic. the topic.

Organization Content may be Content is organized Content is well-

unorganized and not and easy to read. organized and easy
easy to read. to read.
 Angeles City National High School - SHS
SST -II
ELEONOR R. MENDOZA
Prepared by:
Activity 1: 1. McGregor’s Theory X and Theory Y
2. McClelland’s Three Needs Theory
3. Herzberg’s Two Factor Theory
4. Goal Setting Theory
5. Job Design Theory
Activity 2: 1 motivation, 2. Goal setting Theory, 3. difficult goals, 4 reinforcement
theory, 5. behavior., 6. Job Design Theory, 7. combining tasks, 8 Equity Theory, 9.
job performance 10. Expectancy Theory
Activity 3 &Activity 4: Use rubrics in scoring the output.
Answers’ Key
Edition.
Azarcon, et.al., Principles of Economics. Valencia Educational Supply. 2nd
Store, Inc.
Dinio, Rosemary P and Villasis, George A, (2017) Applied Economics: Rex Book
References:
 ORGANIZATION AND MANAGEMENT

Name:_____________________________ Grade Level: _____________

Section: ___________________________ Q2 W6

Learning Activity Sheet

Background Information for Learners

Accounting is the language of business while marketing shows the results of

marketing efforts towards customers’ satisfaction. Both Accounting and Marketing are
essential in every organization and management control must be executed in both areas to
achieve company’s goals.

FINANCE CONTROL

There are some approaches commonly used in business to maintain the good financial
performance of a business. These approaches are the accounting tools that includes cash flow
analysis, balance sheets, profits and loss statements, financial ratios, and budgets. These tools
are necessary for controlling organizational finances and expenses.

Cash Flow Statement

A cash flow statement is a useful tool in making certain that a business is solvent for
the periods planned. It is the amount of net cash generated by an investment or a
business during a specific period. Examples of cash flow statements were:

(1) Operating activities- These include the day to day business operation like selling,
purchasing inventory, paying wages and expenses.
(2) Investing activities- Includes buying and selling of properties and equipment,
lending money, and buying and selling of investment securities.
(3) Financing activities- These are activities related to borrowing, repaying loans,
issuing, repurchasing stock, collecting money from owners, investors and
payment of cash dividends.
 A. Balance Sheet

The balance sheet shows the financial situation of a company at a given time. There
are three essential elements in the balance sheet, and these are the Assets, Liabilities and
Owners’ Equity.

(1) Assets- Refers to the value of items a company owns

(2) Liabilities- Are the amounts the company owes to creditors
(3) Owner’s Equity- Refers to amount accruing to the company’s owners.

The relationship that exists among the three elements can be shown in an equation:

Assets + Liabilities= Owner’s Equity

FORMAT OF A BALANCE SHEET

Trinidad Company
Balance Sheet for the Year Ending December 31, 2019

Assets
Current Assets (cash, short term investment, marketable securities, accounts receivable, etc.)
Fixed Assets (land, buildings, machineries, equipments, etc.)
Other Assets (those not included in the current and fixed assets)

Liabilities
Current Liabilities (accounts payable, notes payable, taxes payable, etc.)
Long term Liabilities (long term debt, deferred income taxes, etc.)

Owner’s Equity
Preferred Stock and Common Stock
Additional Paid in Capital
Retained Earnings
 B. Profit and Loss Statement

The income and expenses of a company’s operations are detailed in the profit and
loss statement. It is used by organizations specially the profit- oriented ones. Net
income is the basis for measuring the income or profitability of a company.

FORMAT OF A PROFIT AND LOSS STATEMENT

Profit and Loss Statement for the year ending July 31, 2019

Sales Revenue
Less: Sales Return and Allowances
Add: Other Income

Net Revenue
Less: Cost of Goods Sold (beginning inventory, cost of goods purchased, ending
inventory)

Gross Profit
Less: Total Operating Expenses (selling, general and administrative expenses)

Income from Operations

Less: Interest Expense

Net Income
MARKETING CONTROLS

Marketing controls are set of procedures used to keep an eye on the success of marketing
activities set forth in a company’s marketing plan

(1) Customer satisfaction- The ability of a product or service to please or persuade a

customer to buy.
(2) Pricing- Refers to charging a reasonable price and providing a value for a price of a
product
(3) Delivery- Can be possible through advertising and promotion in the right place at the
right time.

MARKETING CONTROL TECHNIQUES

Marketing control is used by businesses to check and assess their existing marketing
strategies to attain a business goal.

(1) Analyzing competition- It is knowing how your products, services and marketing
strategy can be compared to local, regional, national, and international.
(2) Customer Analysis- Another way to check and appraise marketing is to carry out an
existing customer analysis to get an in - depth picture of the type of customers buying
the firms’ products or services.
(3) Testing research- A firm can establish the likely success of a new product or service,
the marketing methods considered necessary to promote and sell it.
(4) Customer feedback- Is a marketing control technique comparable to testing research,
but as an alternative of obtaining ideas into future products and services.
(5) Cost Analysis- Use to generate a whole picture of the cost of existing marketing
strategies to lessen the cost, discard products and marketing strategies that aren’t
working and construct a new budget to employ moving forward.

LEARNING COMPETENCIES:

Apply the concept and nature of different control methods and techniques in accounting
and marketing ABM_AOM11-IIf-h-37
Activity 1: Fill in the blanks

Direction: On the space provided before each number, write the word or words that will
make the statement correct.

____________________1. __________ activities are related to borrowing, repaying

loans, issuing, repurchasing stock, collecting money from
owners, investors and payment of cash dividends.

____________________2. __________ activities include buying and selling of

properties and equipment, lending money, and buying and
selling of investment securities.

____________________3. __________ activities include the day to day business

operation like selling, purchasing inventory, paying wages
and expenses.

____________________4. __________ is a useful tool in making certain that a

business is solvent for the periods planned.

____________________5. __________ is the language of business while marketing

shows the results of marketing efforts towards customers’
satisfaction.

___________________6. ___________ are some approaches commonly used in

business to maintain the good financial performance of a
business.

___________________7. ___________ shows the financial situation of a company at

a given time.

___________________8. ___________ refers to the value of items a company owns.

Activity 2: Jumbled Letters

Direction: Arrange the jumbled words about Marketing controls in order based on the
definition given. Write the correct answer on the space provided.

1. __________________ The ability of a product or service to please or persuade a

customer to buy. RMECSUOT ASITFSATCNIO
2. __________________ Refers to charging a reasonable price and providing a value for
a price of a product. NIGCRIP
3. ___________________ Can be possible through advertising and promotion in the
right place at the right time. ELIDEVYR
4. ___________________ are approaches that includes cash flow analysis, balance
sheets, profits and loss statements, financial ratios, and budgets ATOUNINGC
SLTOO
5. _____________________ are set of procedures used to keep an eye on the success of
marketing activities set forth in a company’s marketing plan TAREINGKM
SOTROLCN

Activity 3: Type of Financial Control

Directions: Recognize the type of financial control that corresponds to every situation (2
points each)

Situation/ description Financial Control

Net income is the basis for measuring the

income or profitability of a company. _____________________

It has three essential elements in the balance sheet,

and these are the Assets, Liabilities and Owners’ Equity.
. _____________________

It is the amount of net cash generated by an investment

or a business during a specific period. _______________________
Activity 4:

Direction: Define in your own words the 5 Marketing Control Techniques to test your
understanding about the concepts. You can paraphrase the definition.

1. Cost analysis
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
2. Customer feedback
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
3. Testing Research
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
4. Customer analysis
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________

5. Analyzing competition
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
 Criteria:

1. Definition is related to the marketing control techniques

2. Original composition of definition through paraphrasing
3. Contents are exact in relation to the definition

15 points – 3 indicators were evident

10 points – 2 indicators were evident
5 points – only 1 indicator was evident

Reflection:

Answer the following questions: Write your answer on a sheet of paper.

1. What is the importance of using finance control tools in a business?

Elaborate your answer.

2. Why set of procedures like marketing controls can be effective in evaluating the
success of the company’s marketing plan?

References

Serrano, A.C. (2016). Principles of Organization and Management: Manila: Unlimited Books
Publishing, Inc.

Medina, R. G. (2015). Business Organization and Management: Revised Ed. Manila: Rex
Bookstore, Inc.

Cabrera, H.M (2016). Organization and Management: Quezon City: Vibal Group, Inc.
 Angeles City Senior High School
Master Teacher I
AVELINO L. GONZALES JR., EdD.
Prepared by:
Activity I
Prepared by:
1. Financing
2. Investing
Activity 3 Activity 2 3. Operating
4. Cash Flow
1. Profit Statement
Teacher may use and Loss 5. Accounting
the rubrics to grade Statement 6. Finance Control
the student output. 7. Balance Sheet
Activity 4 2.Balance
8. Asset
Sheet
1.CUSTOMER
SATISFACTIO 3.Cash flow
N statement
2.PRICING 4.Accountin
g Tools
3. DELIVERY
5.Marketing
Control
Answer Key:
 ORGANIZATION AND MANAGEMENT
Learning Activity Sheet
Name:_____________________________ Grade Level: _____________
Section: ___________________________ Date: Q2: W7

Background Information for Learners

For any organization to accomplish the objectives, it needs managers to become
successful and implement the nature and role of the firm to the following functional areas of
management:

A. Human Resource Management

Is the process of recruitment, selection of employee, providing orientation, training

that includes job analyses, planning, recruiting the right people, resolving disputes and
disseminate information to all employees at all levels.

Importance

HRM is a valuable tool for management success. It needed to be integrated with the
overall strategy to ensure effective use of people and provide better returns to the
organizations in terms of Return on Investment.

B. Marketing Management

It facilitates the activities and functions which are involved in the distribution of
goods and services. According to Philip Kotler, Marketing management is the
analysis, planning, implementation and control of programs designed to bring about
the desired exchanges with target markets for the purpose of achieving organizational
objectives.

Importance

Marketing management meet increasing competition and the need for improved
methods of distribution to reduce cost and to increase profits.

C. Operations Management

It is concern on how organizations produced goods and services. It begins with

converting a set of resources called inputs into services and goods called outputs.
 Importance

Operations management is important in effectively and efficiently managing the

productivity. Every organization should have high productivity which can lead to
economic growth and development.

D. Financial Management

Is the science and art of managing money. It is concerned with personal decisions
about how much earnings they spend, how much they save, and how they invest their
savings.

Importance

Financial Management affect all aspects of a business. Managing finances is

important for the company to be prepared for all expenditures as well as profit
distributions.

E. Material and Procurement Management

It is ensuring that all the products are at the right place at the right time. The manager
focuses on the inventory management, managing and planning materials,
logistical procurement of goods and services, and delivering products to customers.

Importance
Material and procurement management is a service function. It is as important as
manufacturing, engineering and finance. The supply or availability of proper quality
of materials is essential for the manufacturing of standard products. The avoidance of
material wastage helps in controlling cost of production.

F. Office Management

It focuses on designing, implementing and evaluating to maintain the process of work

within an office or other organization, in order to sustain and improve efficiency and
productivity.

Importance

Office Management helps in increasing office efficiency, smooth flow of work,

maintaining public relations, minimization of cost, managing change and accepting
the new challenges which help in achievement of goals of the organization.
 G. Information Communication and Technology Management

Information and Communication Technology (ICT) consists of any communication

device or application like radio, television, cellphones, computer, network hardware
and software, satellite systems and other services and applications.

Importance
ICT consists of all types of technology used to store, use or create information. These
can be possible through the use of information technology (I.T) equipment like
computers, servers, peripheral devices, internet connectivity equipment and phone
systems.

LEARNING COMPETENCIES:
Explain the nature and role of the firm to the functional areas of management.
ABM_AOM11-IIi-39

Activity 1: True or False

Direction: On the space provided before each number put a √ if the statement is TRUE
and x if the statement is FALSE.

____________________1. Marketing management is the process of recruitment,

selection of employee, providing orientation, training that
includes job analyses, planning, recruiting the right people

____________________2. Human Resource Management is a valuable tool for

management success.

____________________3. Operations management is not important in effectively and

efficiently managing the productivity in every
organization.

____________________4. Financial Management is the science and art of managing

money. It is concerned with personal decisions about how
much earnings they spend and save.

____________________5. Office Management helps in increasing office efficiency,

smooth flow of work, maintaining public relations.

____________________6. ICT and IT were the same

____________________7. According to Donald Trump, Marketing management is

 the analysis, planning, implementation and control of
programs designed to bring about the desired exchanges
with target markets.

___________________8. Material and procurement management is a service

function.

Activity 2: Fill in the blanks

Direction: On the space provided before each number, write the words that will make
the statement correct.
__________________1. ______ consists of all types of technology used to store, use or
create information. These can be possible through the use of
information technology.

__________________2. ______ helps in increasing office efficiency, smooth flow of work,

maintaining public relations and minimization of cost.

__________________3. ______ is as important as manufacturing, engineering and finance.

__________________4. ______ is important for every company to prepare to consider its

expenditures as well as its profit distributions.

__________________5. ______ is a valuable tool for management success.

Activity 3: Matching Type

Directions: Match Column A with Column B. Place the best answer of your choice in
CAPITAL letter on the space provided before each number.

Column A Column B

_______ 1. needed to be integrated with the A. Operations Management

overall strategy to ensure effective
use of people.

_______ 2. designed to bring about the desired B. Marketing Management

exchanges with target markets for the
purpose of achieving organizational
objectives.
_______ 3. It begins with converting a set of C. Human Resource Management
resources called inputs into services
and goods called outputs.

_______ 4. It is concerned with personal decisions D. Financial Management

about how much earnings they spend.

_______ 5. Consists of any communication device or E. Information Communication

application like radio, television and and Technology Management
cellphones

Activity 4: Self Explanation

Direction: Explain in your own words the 5 Importance of Functional areas of
management based from your readings.
1. Storing or creation of information.
_____________________________________________________________________
_____________________________________________________________________

2. Increasing office efficiency and smooth flow of work.

_____________________________________________________________________
_____________________________________________________________________

3. Availability of proper quality of materials.

_____________________________________________________________________
_____________________________________________________________________

4. Managing finances is important for every company.

_____________________________________________________________________
_____________________________________________________________________

5. High productivity can lead to economic growth and development.

_____________________________________________________________________
_____________________________________________________________________

Criteria:

1. Definition is related to the marketing control techniques

2. Original composition of definition through paraphrasing
3. Contents are exact in relation to the definition

15 points – 3 indicators were evident

10 points – 2 indicators were evident
5 points – only 1 indicator was evident
 Angeles City Senior High School
Master Teacher I
AVELINO L. GONZALES JR., EdD.
Prepared by:
Activity 2
1. ICT
Activity 3
2. Office
Manageme
nt
1. C. Human
Resource 3.
Management Material
2. B. Marketing and
Management procureme
nt Activity I
3. A. Operations
manageme
Management
Activity 4 nt 1. FALSE
4. D. Financial
2. TRUE
Teacher may Management 4.Managing
3. FALSE
use the 5. E. Information finances
4. TRUE
rubrics to Communicatio 5. TRUE
5. Human
grade the n and 6. FALSE
Resource
student Technology 7. FALSE
Manageme
output. Management 8. TRUE
nt
Answer Key:
Cabrera, H.M (2016). Organization and Management: Quezon City: Vibal Group, Inc.
Bookstore, Inc.
Medina, R. G. (2015). Business Organization and Management: Revised Ed. Manila: Rex
Publishing, Inc.
Serrano, A.C. (2016). Principles of Organization and Management: Manila: Unlimited Books
References:
 ORGANIZATION AND MANAGEMENT
Learning Activity Sheet

Name:_____________________________ Grade Level: _____________

Section: ___________________________ Date: Q2:W8

Background Information for Learners

Families even in the ancient times already engaged in trade and business through
barter. They hunt together, govern together and engaged in activities that can improve or
upgrade their lives. As economy progresses families also establish business that passed skills
and knowledge in different generation until to our present times.

Importance of starting a family business

Family businesses are recognized as a vital part of our economy. Almost 80 percent of
business in the Philippines were family owned or controlled. Example of these were SM
Prime Holdings (Henry Sy family), Meralco (Lopez family), J.G Summit Holdings
(Gokongwei Family) and Ayala Corporation (Ayala family). Although these companies are
publicly listed, ownership may include non-family stockholders but the influence of the
members of the family is still the more dominant.

It is important for family owned businesses to increase in number and to become successful
because this is a sign of economic development. They also provide additional tax source for
the government both national and local. Taxes are important to support fund related projects
like building infrastructures, render services like health, education and to provide protection
to the people.

Family owned businesses also provides employment to their immediate environment.

Increase in employment will decrease the level of poverty because poor people who will be
employed will have an access to basic necessities in life like food, clothing, shelter, security,
education and health.
12 STEPS IN STARTING A FAMILY BUSINESS

1. Set some boundaries.

It’s easy for family members involved in a business to talk shop 24/7. But
mixing business, personal and home life will eventually produce a volatile brew.
Limit business discussions outside of the office. That’s not always possible, but
at least save them for an appropriate time — not at a family wedding or funeral,
for example.

2. Establish clear and regular methods of communication.

Problems and differences of opinion are inevitable. Maybe you see them
already. Consider weekly meetings to assess progress, air any differences and
resolve disputes.

3. Divide roles and responsibilities.

While various family members may be qualified for similar tasks, duties should
be divvied up to avoid conflicts. Big decisions can be made together, but a
debate over each little move will bog the family business down.

4. Treat it like a business.

A common pitfall in a family business is placing too much emphasis on “family”
and not enough on “business.” The characteristics of a healthy business may not
always be compatible with family harmony, so be ready to face those situations
when they arise.

5. Recognize the advantages of family ownership.

Family-owned businesses offer unique benefits. One is access to human capital
in the form of other family members. This can be a key to survival, as family
members can provide low-cost or no-cost labor, or emergency loans. Firms run
by trusted family members can also avoid special accounting systems, policy
manuals and legal documents.

6. Treat family members fairly.

While some experts advise against hiring family members at all, that sacrifices
one of the great benefits of a family business. Countless small companies would
never have survived without the hard work and energy of dedicated family
members. Qualified family members can be a great asset to your business. But
avoid favoritism. Pay scales, promotions, work schedules, criticism and praise
should be evenhanded between family and non-family employees. Don’t set
standards higher or lower for family members than for others.

7. Put business relationships in writing.

It’s easy for family members to be drawn into a business startup without a plan
for what they will get out of the business relationship. To avoid hard feelings or
miscommunication, put something in writing that defines compensation,
ownership shares, duties and other matters.
 8. Don’t provide “sympathy” jobs for family members.
Avoid becoming the employer of last resort for your kids, cousins or other
family members. Employment should be based on what skills or knowledge
they can bring to the business.

9. Draw clear management lines.

Family members who often have a present or presumed future ownership stake
in the business have a tendency to reprimand employees who don’t report to
them. This leads to resentment by employees.

10. Seek outside advice.

The decision-making process for growing a family business can sometimes be
too closed. Fresh ideas and creative thinking can get lost in the tangled web of
family relationships. Seeking guidance from outside advisors who are not
affiliated with any family members can be a good way to give the business a
reality check.

11. Develop a succession plan.

A family business without a formal succession plan is asking for trouble. The
plan should spell out the details of how and when the torch will be passed to a
younger generation. It needs to be a financially sound plan for the business, as
well as retiring family members. Outside professional advice to draw up a plan
is essential.

12. Require outside experience first.

If your children will be joining the business, make sure they get at least three to
five years business experience elsewhere first. Preferably in an unrelated
industry. This will give them valuable perspective on how the business world
works outside of a family setting.

Source: https://startupnation.com/grow-your-business/12-keys-to-family-
business-success/ Date Retrieved: October 15, 2020

LEARNING COMPETENCIES:
Explain the steps and importance of starting a family business

ABM_AOM11-IIj-40
Activity 1: Fill in the blanks

Direction: On the space provided before each number, write the words that will make
the statement correct.
__________________1. _________ process for growing a family business can
sometimes be too closed. Fresh ideas and creative thinking can get
lost in the tangled web of family relationships.

__________________2. __________ offer unique benefits. One is access to

human capital in the form of other family members. This can be a
key to survival, as family members can provide low-cost or no-cost
labor, or emergency loans.

__________________3. ___________ would never have survived without the hard work
and energy of dedicated family members.

__________________4. ___________ in a family business is placing too much emphasis on

“family” and not enough on “business.”

__________________5. ____________ assess progress, air any differences and resolve

disputes.

Activity 2: Guideline in starting a business

Directions: Recognize the step of starting a business that corresponds to every situation
(2 points each)

Situation Financial Control

It needs to be a financially sound plan for

the business, as well as retiring family members.
Outside professional advice to draw up a plan
is essential. _____________________

Family members who often have a present or presumed

future ownership stake in the business have a tendency
to reprimand employees who don’t report to them.
This leads to resentment by employees.. _____________________

Qualified family members can be a great asset to your

business. But avoid favoritism. Pay scales, promotions,
work schedules, criticism and praise should be evenhanded
between family and non-family employees. _____________________

Big decisions can be made together, but a debate over each

little move will bog the family business down. _____________________
Seeking guidance from outside advisors who are not affiliated
with any family members can be a good way to give the business
a reality check. _____________________

Activity 3: Self Explanation

Direction: Explain in your own words the Importance of starting a family business
based from your readings.

6. Almost 80 percent of businesses in the Philippines were family owned or

controlled.
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________

7. Increase in the number of family owned business in the Philippines is a sign of

economic development.
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_________________________________________________________________

8. Increase in employment will decrease the level of poverty

_____________________________________________________________________
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Criteria:

4. Definition is related to the background information.

5. Original composition of definition is done through paraphrasing.
6. Contents are exact in relation to the definition.

15 points – 3 indicators were evident

10 points – 2 indicators were evident
5 points – only 1 indicator was evident
Activity 4: Note taking
Direction: Take down 3 important notes that you like the most based from the lecture
12 Steps in starting a family business.
Note 1
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Note 2

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Note 3
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Criteria:
10 points – Very good notes

7 points – Good notes

5 points- Needs improvement

Reflection:
Direction: Reflect on the following questions: Use a clean separate sheet of paper.

1.What did I learn?

2.Why does this learning matter?
3.In what ways will I use this learning?

References:

Serrano, A.C. (2016). Principles of Organization and Management: Manila: Unlimited Books
Publishing, Inc.
Medina, R. G. (2015). Business Organization and Management: Revised Ed. Manila: Rex
Bookstore, Inc.
Cabrera, H.M (2016). Organization and Management: Quezon City: Vibal Group, Inc.
 Angeles City Senior High School
Master Teacher I
AVELINO L. GONZALES JR., EdD.
Prepared by:
Activity 2
1. Develop
a
succession
plan
2. Draw
clear
manageme
nt lines
3. Treat
family
members
fairly Activity I
Activity 4 Activity 3
4. Divide 9. Decision making
Teacher may
roles and 10. Family own
use the business
responsibilit
rubrics to Teacher may 11. Small companies
ies
grade the use the rubrics 12. Pitfall
student to grade the 5. Seek 13. Weekly meetings
output. student outside
output. advice
Answer Key: