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Kim Allred is relatively new as a supervisor, having been promoted only two months ago. Before her promotion, she had worked for the company for seven years as a sales specialist in office equipment. There is no doubt that she is a whiz at selling office equipment.
Because of her accepted expertise in the field, it was natural for her to be promoted when the supervisory opening in office equipment sales became available.
Yesterday, Kim received a memo from her boss, Ed Jackson, stating that all departmental plans for the next fiscal year were due by the end of the month, which was 10 days away. She immediately went into a panic.
She had never prepared a formal plan, and she had no idea what was required. After worrying over the matter for a day, Kim decided that the best thing to do would be to ask Ed for some guidelines.

Kim: Ed, yesterday I received your memo regarding next year's plan. I've never prepared a formal plan, and frankly, I don't even know where to start.

ED: Calm down, Kim. I apologize for forgetting that this is your first go-around in the planning
process. What I am looking for is a plan for attaining the objectives that we agreed upon
for your department last month. In other words, the ABCs of how you plan to accomplish each objective.

Kim: In other words, you want a written explanation of just how I expect to accomplish each
objective. Just how detailed should this plan be, and what format are you looking for?

Based on this summary, answer these three questions:

1. How would you answer Kim's questions if you were Ed Jackson?

2. How would you go about preparing this plan if you were Kim Allred? (Suggest a framework for Kim to follow.)

3. Do you think Kim's initial reaction to the planning process was unusual? Why or why not?

Solution Preview

Based on this summary, answer these three questions:

1. How would you answer Kim's questions if you were Ed Jackson?

If I were Ed Jackson, I would say, "Yes, I would like a written and detailed plan on how you plan on accomplishing your goals. This plan should include your goal/objective, benchmark and process. You should also make sure that your objective is measurable and what you plan on doing if you don't make your goal. Be sure to have it available in writing for me and be ready to present it in our month end meeting. Please let me know if I can further assist you.

2. ...

Solution Summary

A management scenario is posed.

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