final copy of module organization and management (1).docx

PREPARED BY: MARIA LOURDES P. CAMILOTES, MM LICEO DE CAGAYAN UNIVERSITY High School Department S.Y. 2016 -- 2017 First Semester MODULE I. GRADE LEVEL: Grade 11 II\. SUBJECT TITLE: ORGANIZATION AND MANAGEMENT III\. SUBJECT CATEGORY: IV\. COURSE DESCRIPTION: This course is designed to famili...

PREPARED BY: MARIA LOURDES P. CAMILOTES, MM LICEO DE CAGAYAN UNIVERSITY High School Department S.Y. 2016 -- 2017 First Semester MODULE I. GRADE LEVEL: Grade 11 II\. SUBJECT TITLE: ORGANIZATION AND MANAGEMENT III\. SUBJECT CATEGORY: IV\. COURSE DESCRIPTION: This course is designed to familiarize the students with the basic concepts, principles, and processes related to business organization, and the functional areas of management. Particular emphasis is given to the study of management functions like planning, organizing, leading, and controlling, and orient the students on the importance of these functions and the role of each area in entrepreneurship. TABLE OF CONTENTS PREFACE Page MODULE 1 The Management Concept Lesson 1: Nature of Management.................................................5-6 Lesson 2: The Evolution of Management........................................7-9 Lesson 3: Functions and Roles of a Manager....................................10-12 Unit Test I...............................................................................13 MODULE 2 The Firm and Its Environment Lesson 4: Environmental Scanning: Swot And Pest Analysis..................14 Lesson 5: The Local and International Business Environment of the Firm.............................................\...15-16 Lesson 6: The Business Organization.............................................16-17 Lesson 7: The Ethical Environment of the Firm..............................\...17-18 Experiencial Exercise II-A......................................................... 19 MODULE 3 Planning, Organizing, and Staffing Lesson 8: Planning, and Decision-Making.......................................20-23 Lesson 9: Nature of Organizations................................................23-29 Lesson 10: Staffing in the Organization...........................................29-40 Experiencial \|Exercise 3..............................................................41 MODULE 4 Leading and Controlling Lesson 11: Leading the Organization.............................................42-50 Lesson 12: Controlling the Organization........................................51-55 Experiential Exercise 4-A...........................................................56 MODULE 5 Introduction to the Different Functional Areas of Management and Special Topics in Management Lesson 13 Functional Areas of Management......................................57-60 Lesson 14 Special Topics in Management.....................................\...61-64 UNIT TEST............................................................................65 BIBLIOGRAPHY.....................................................................66 **INTRODUCTION** Management can be applied in many activities, particularly in the conduct of one's job and responsibilities. Business establishments, government agencies, private organizations, even small social groups of friends and neighbors employ people, resources, and equipment to conduct the various activities that need to be coordinated to ensure smooth and successful flow of activities. Learning the important concepts in management facilitates understanding of what it takes to make a business or any activity successful. This module is written for Organization and Management, a specialized course in the Accountancy, Business Management (ABM) track of the Senior High School K to 12 Curriculum. It aims to familiarize the students with basic concepts, principles, and processes related to business organization, and the functional areas of management. This module is divided into five modules, consisting of 14 lessons that give a comprehensive summary on the discussion of the principles, functions and concepts in management. The discussion of lessons are designed to be student-friendly and easy to read and understand. The lessons will provide the students experiential exercises that highlight ideas or clarify significant terms related to the discussion. **MODULE I. The Management Concept** **LESSON 1.:** Nature of Management - - - - 2. - - - 1. 2. 3. - - 4. 5. **LESSON 2**. The Evolution of Management Theories - - - - - - 2. - - 4. - - MASLOW'S HIERARCHY OF NEEDS: 5. - - - **LESSON 3.** Functions and Roles of a Manager - 3.1 The main functions of management are the following: - - - - 3.2 These skills are as follows: 1. 2. 3. 3.3 Managers can be classified into three levels of management which are as follows: 1. 2. 3. UNIT TEST I Applications: 1. 2. a\. Authority and responsibility b. Centralization c. Esprit de corps d. Initiative **EXPERIENTIAL EXERCISE I-A** A. B. C. **EXPERIENTIAL EXERCISE I-B** A. 1. 2. 3. 4. **MODULE 2 : The Firm and Its Environment** **LESSON 4.** Environmental Scanning: Swot And Pest Analysis 1. 1. 2. 3. 2. - - - - 3. - - - - **LESSON 5.** The Local and International Business Environment of the Firm 1. - - - - 2. - - - - 3. 1. 2. 3. 4. - 5. 4. - - - - - LESSON 6: The Business Organization Forms of Business Organizations 1. 2. - - - - - - - 3. - - - - **LESSON 7**: The Ethical Environment of the Firm 1. - - 2. - 1. 2. 3. 4. 5. 3. 1. 2. 3. 4. 5. 4. - - - -. EXPERIENTIAL EXERCISE II-A GROUP DISSCUSSION QUESTIONS. 1\. What do you think is the main factor which is attributed to the success of Jollibee? 2\. Why is Ayala Corporation considered an example of an "excellent business partner"? 3\. Being a potential business owner, what will be your own version of an "aggressive growth strategy"? 4\. Why is it important for companies and organizations to maintain corporate integrity? 5\. From your own point of view, what are the Filipino values and issues, that should define corporate social responsibility in our local business environment? **MODULE 3. Planning, Organizing, and Staffing** **LESSON 8**: Planning and Decision-Making 1. - - - - 2. - - 1. 2. 3. 4. 5. 6. 7. 3. - - 8.4. Types of Plans a. b. c. - 5. - 1. 2. 3. 8.6. Planning Techniques and Tools - 1. 2. 3. - 1. 2. - 1. - 2. 3. - 1. 2. 3. 4. 5. 6. 7. - - - - **Lesson 9:** Nature of organizations - 9.1. Organizational Design and Structures - - The Six Key Elements that contribute to determining aspects of the organization are as follows: 1\. Work specialization -- This refers to the way jobs are divided into steps or individual tasks. In an organization, several individuals perform an individual task required to complete a job. 2\. Departmentalization -- This refers to grouping similar functions, jobs, and tasks into groups called departments. Departmentalization may be functional, where personnel and tasks related to a single company operation are grouped into a department 3\. Chain of Command -- This indicates the communication and work relationship between employees and managers; it indicates who reports to whom. 1. 5\. Degree of centralization -- This refers to the extent of authority where decision-making is given to a small group of people in the organization. - - 6\. Formalization --This is the process of standardizing jobs and establishing rules and guidelines that guide employees. It helps in providing consistency in the procedures and job responsibilities of the employees. - - - - - - - - - - 1. 2. - - - - - - - 1. - 2. 3. 4. 5. 6. 9.2. Organization theories and application - - - - - - - - - - - 9.3. Delegation - - - 1. 2. 3. - 9.4. Formal And Informal Organizations - - - **Lesson 10.** Staffing in the Organization 10.1. Definition and nature of staffing - - - - 1. 2. 3. 4. 5. - 1. 2. 3. - 1. 2. 3. - Job analysis is the procedure for determining the duties and skill requirements for a job or position, as well as other qualifications sought for in an employee or applicant. The information that can be collected through job analysis are the following: 1\. Specific tasks and activities -- The essential tasks required for a position. - 1. 2. 3. 4. - 1. 2. 3. 4. 5. 6. 10.2. Recruitment - - - - 1. 2. - 10.3. Selection - 1. 2. 3. - 10.4. Training and development - - - - - - - 1. 2. 3. 4. - - - - 10.5. Compensation/wages and performance evaluation/appraisal - - - - - - - - - - - - - 1. - - a. b. c. d. 2. - 3. - a. b. c. d. 4. - 5. - 6. - 7. - a. The three special holidays under Executive Order 292 are the following: Holiday Date ---------------------- ------------- Ninoy Aquin Day August 21 All Saints Day November 1 Last Day of the year December 31 - - - - - 1. 2. 3. - - - 1. 2. 1. 2. 3. 4. 5. 6. 7. 8. - - 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 10.6. Employee relations - 1. 2. 3. 4. - - - - - - - - - - - - - - - - - - - 10.8. Rewards Systems - - - 1. 2. 3. 4. 5. 1. 2. a. b. EXPERIENTIAL EXERCISE 3. Read and analyze the vision and mission statement of Unilever, a leading manufacturer of detergents, soaps, personal care, and food products in the Philippines. You may visit the official website of Uniliver. Discussion Questions: 1\. Based on its vision, purpose and principles, what are the main goals and objectives of Unilever? 2\. Do the vision, purpose and principles of Unilever clearly define the purpose of the company? Why do you think so? 3\. If you were an officer in the top level management of Unilever, what strategies will you implement to achieve the company's vision? **MODULE 4. Leading and Controlling** **Lesson 11**. Leading the Organization 11.1 Leading - - - 11.2 Leader vs. Manager - - - - (Source:http://www.brainyquote.com/quotes/quotes/p/peterdruck131069.html) 11.3. Motivation - - 1. - a. b. - a. b. 2. 3. - - - 11.4. Leadership theories There are a number of leadership theories that describe the characteristics and behavior of successful leaders as well as different leadership styles that managers can apply in various situations which are as follows: - - - - - - - - - - 1. 2. 3. 4. 5. - - 1. 2. 3. Another organizational expert, the American administrator and organizational psychologist Rensis Likert, has conceptualized four additional types of leadership styles in decision-making: 1. 2. 3. 4. Another notable framework of participative leadership is the Leadership Continuum, developed by Robert Tannenbaum and Warren Schmidt. 1. 2. 3. 4. - 1. 2. 3. 4. 5. 6. - - - 11.5. Communication in the Workplace - - - The Seven barriers to effective workplace communication are as follows: 1. 2. 3. 4. 5. 6. 7. 11.6. Management of Change and Diversity - - - - - 11.7. Filipino and foreign Cultures - - - - - - - - - Lesson 12. Controlling the Organization 12.1. Definition and Nature of Management Control - - - 1. 2. 3. 4. 12.2. The Link between Planning and Controlling - - 12.3. Control Methods and Systems Control measures based on timeliness are as follows: 1. 2. 3. - - 1. a. b. c. 2. 4\. Evaluation This involves collecting the results of marketing efforts, sales reports, and project evaluations. 5\. Financial Reports Include balance sheets, income statements, and cash flows. A company implements control through regular financial audits that ensure financial management practices follow generally accepted standards. Common Financial Ratios utilized in monitoring company performance are as follows: a\. Liquidity ratio -- measures the company's ability to meet its current debt obligations. d\. Profitability ratio -- measures the efficiency of the company in generating profits. 6\. Performance Appraisal This provides a general impression of employee performance. Through appraisal, supervisors and employees are given the opportunity to discuss how they can best meet goals by correcting or improving subpar performance, and attaining and maintaining exemplary performance. 7\. Policies and Procedures These form part of the internal control of an organization as they guide behavior in the workplace. 8\. Quality Control This control method relies on the quality of products and services as a basis for establishing performance standards, monitoring results, and comparing results with the standards. 12.4. Application of Management Control in Accounting and Marketing Concepts and Techniques - - - 1. a. b. c. 2. - - a. b. c. d. 3. a. b. c. - 1. 2. 3. 12.5. Role of Budgets in Planning and Control - - - - 1. 2. - 1. 2. **EXPERIENTIAL EXERCISE 4-A** Self-Assessment of Leadership Traits 1. 2. 3. 4. **MODULE 5. Introduction to the Different Functional Areas of Management , and Special Topics in Management** **Lesson 13.** Functional Areas of Management These are the significant areas that contribute to the operations of the organization. Managers, therefore, focus their efforts in ensuring that these areas function efficiently and effectively by implementing the various management functions in their respective tasks and projects. a. - - - - - - - b. - - - - - - - - - - - c. - - - d. - - - - 1. 2. 3. - - - - - - - - - - - e. - - - The Specific Functional Areas of Information System are as follows: 1\. Sales and marketing information systems -- These engage in sales forecasting, pricing analysis, and order processing. These systems are also involved in planning for facilities, location, machine control, and production. 2\. Finance and accounting information systems-- These monitor the company's assets and fund flows, and are indispensable in budgeting, accounts receivable, and financial planning. 3\. Human resource systems -- These keep track of employee records, skills, performance and training, and are utilized in compensation analysis, training and development, and human resource planning. - **Lesson 14.** Special Topics in Management 14.1. Small Business Management and Entrepreneurship - - 1. 2. 3. The Types of Businesses According to Size and Growth Potential 1. 2. 3. 14.2. Family Business Enterprise - - - - - 14.3. Starting a Business - - 1\. Title page -- It contains the company name, address, contact numbers, names and addresses of the owners, logo (if any), the date when the plan was made, and the name of the persons who prepared the plan. 2\. Executive summary -- It is a summary of the contents of the business plan and is often one to three pages in length. 3\. General business plan -- It contains a brief description of the company, its history, and the type of business (e.g., manufacturing, retail, service, or other type of business 4\. Products or services plan -- It gives a comprehensive description of the product or service as well as its unique features. 5\. Marketing plan -- This describes the target market and the profile of the target customers. 6\. Management plan -- It identifies and describes the organizational structure of the company as well as the background of the people who will hold key positions in it. 7\. Operating plan -- It describes how the product will be produced or how the service will be provided. 8\. Financial plan -- It specifies the potential sources of financing and the projected revenues, costs, and profits. - 1. 2. 3. 4. 5. 6. Legal Forms and Requirements - - 1. 2. 3. 4. 5. 6. 7. 8. 9. - 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. UNIT TEST: Answer the following questions briefly: 1. 2. 3. 4. Discussion Questions: 1\. How does Henry Sy's business empire conform to the model of a family business enterprise? 2. How has the management style of SM companies evolved now that Henry Sy's children are in control? 3\. Do you believe that Henry Sy's business legacy will thrive under the management of his children? Why? 4\. Form a group of five members. Research on a popular business in your community. This can either be a microbusiness, small or medium-sized business, or a family business. Describe the structure and organization of the company and make observations regarding the management style implemented by the owners. Evaluate the performance of the business based on the information you gathered and present your work in class. 5\. Describe a "dream business" that you want to handle in the future. Write an essay describing how you would organize and manage this business, and how this venture will benefit you and your community. BIBLIOGRAPHY: 1. 2. 3. 4. 5. 6. Educational Websites :