Assignment:
Read “the Retirement Luncheon” case study. Prepare a detailed response to questions 1 – 5.
Using the techniques discussed in class, prepare an agenda, delegation assignment and recommendations for your committee.
Format:
Response, delegation chart and rationale must be presented in a proper business report. It will be typed, and double-spaced. It will include a cover sheet which lists a title for the report, the competency number, your name, your class, and the date.
Performance Criteria:
Report must include:
Task identification
Meeting agenda
List of tasks and person responsible (including rationale for assignment)
Recommendations to complete job successfully
Grade Determination
Grade will be based on:
Student completes entire assignment
All topics are covered within the report
Follows report format with no grammar or punctuation errors
Assessed as follows:
0 – 3 errors = A 90%4 – 6 errors = B 80%7 – 9 errors + C 70&
In-Class Case Study
“The Retirement Luncheon”
The Drexell Company is your employer. It makes a wide line of kitchen utensils and employs 75 people: 45 in manufacturing and 30 in administrative and clerical positions. You are an administrative assistant to the personnel director and have been in your present job for ninemonths. Your boss, Connie Tomski, has just appointed you head of a committee that will plan your company’s second retirement luncheon, which is to be held next month. Your boss will be a resource person for this project if needed and will be the one to grant approval for all major decisions.
Your committee consists of yourself and two others (Exhibit C). You have an approved budget (see Exhibit D), which is the same as the one for last year’s retirement luncheon. You have four weeks before the luncheon in which to make all the plans and preparations for it. To help in your meetings, you have the use of a conference room for two hours each week.
Two people are retiring this year (see Exhibit E). Both have been with the company for more than twenty years. Although your budget includes enough money for the retirees and their spouses, it will not pay for the luncheons of the spouses of other employees who may attend the luncheon.
Your committee may invite any number of people, but no more that you choice of a location can accommodate. Each person invited must pay for his or her own luncheon if he or she is not among the company officials already listed on your approved budget. Any money not spent on the luncheons may be used to increase the value of the gifts your committee must select.
Last year the luncheon lasted about two hours. It included a cash bar, entertainment provided by luncheon guests, speeches by the retirees and their supervisors, and a speech by the company’s president as the awards were presented. You are not bound by these precedents, but your boss is in favor of keeping the same format. She must approve all major decisions made by your committee.
Your first meeting with your committee is tomorrow. At this meeting you must decide what has to be done, who will perform each task, and by what date each task has to be completed.
Questions
- Describe how your role as committee chairperson involves the execution of the five functions of management.
2.Prepare an agenda for your first meeting. What else should you do before meeting
with your committee?
3.Using a chart like the one that follows, prepare a list of tasks to be
completed by the end of each of the four weeks.
What must be doneCompletion Date
End of 1stweek
End of 2nd week
End of 3rd week
End of 4th week
4. Which of the tasks listed in question 3 are likely to lead to a decision which your
boss will have to approve?
5.What will be your recommendations to the committee in regard to:
a.the menu?
- gifts?
- entertainment?
- the method of inviting people to the luncheon?
Exhibit C
Committee Members’ Profiles
Ken Bradshaw:Mary Knobloc
Age 30Age 26
Credit supervisor; volunteerPersonnel interviewer; volunteer
Hobbies: magic and movies(served on last year’s luncheon committee)
Hobbies: flower arranging; youth work at church
Yourself: (fill in your own particulars)
Exhibit D
Approved luncheon budget
2 gifts at $100 each$200
10 lunches at $12 each (includes retirees, spouses, and six members of top management)120
3 lunches at $12 each (committee members)36
Flowers for tables25
Approved Total$381
Exhibit E
Retiree Profiles
Marge Leeson:Harry Oehler:
Age 65; married; three children Age 62; married; two children (living in
(all living within 20 miles of Marge); neighboring states); taking early retirement
23 years service in the Accounting Departmentafter 30 years with the company; factory foreman for past 10 years