OL 211 Final Project Guidelines And Rubric

OL 211 Final Project Guidelines and Rubric

 

Many businesses and organizations large enough to require human resource management (HRM) will need someone that not only understands core human resource (HR) responsibilities, but also understands the vision and mission of theorganization.

 

To align the core HR requirements of an organization with its strategic plan, you will conduct an HRM review of an organization in a case study. Be creative in assembling each of the individual components or HR tools to the HRM review so that they would be consistent with and add value to the organization. Complete the HRM review that illustrates how each of the HR tools plays a role in an organization’s overall strategicplan.

 

The project is divided into four milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality final submissions.ThesemilestoneswillbesubmittedinModulesTwo,Three,Four,andFive.YourcomprehensiveproposalwillbesubmittedinModuleSeven.

 

This assessment addresses the following courseoutcomes:

 

·         Explain core concepts of human resource management common in today’s global workplace for promoting shared values throughout anorganization

·         Describehumanresourcemanagementpracticesandtheoriesthatalignto andpromotetheorganization’svision,mission,andbusiness

·         Illustrate the functions of a human resource manager for ensuring alignment with the organization’s strategicplan

·         Explain modern human resource concepts and principles that are essential in a changing workenvironment

 

Prompt

In this assessment, you will review the human resource management (HRM) in an organization through a case study. This case study will give you the opportunity to explore various roles and processes within the human resources profession. A key skill for any professional working in human resources is the ability to develop and implement processes that align with a company’s strategic plan andmission.

 

I.            HRM Functions andPractices

A.      Explain why the human resource (HR) function should be aligned with an organization’s strategicplan.

B.      Explainhowcurrentglobalconditions inthisindustryimpacthumanresourcemanagement(HRM) practiceswithinorganizations.

 

II.            Staffing

A.      Describe a process to recruit and select new employees who are aligned with the organization’s vision and goals from the casestudy.

B.      Compare and contrast recruitment and selection of internal versus external candidates using best practices from the Society for Human Resource Management (SHRM) website. Refer to the Research and Metrics page for helpful resources. You may want to consider which method of recruitment would be most beneficial to thisorganization.

III.            Training

A.      Describe the components of a needs assessment used to determine the training requirements of theorganization.

B.      Explain the importance of developing learning activities. Be sure to incorporate adult learning principles and methods of experiential learning from thiscourse.

C.      Illustrate the value of a training needs assessment in an organization. Support yourresponse.

D.      Describe the importance of creating SMART objectives for a trainingplan.

 

IV.            Compensation

A.      Describe the compensation philosophy. How does the market influence thisphilosophy?

B.      Determine the value of salary surveys and describe the advantages of discretionarybenefits.

 

V.            Evaluation

A.      Determine the HRM’s role in the performance management process. How can you ensure the process aligns with the organization’s strategic plan?

B.      Differentiatebetweenvariousperformanceappraisalsystems.Provideanexamplewhereonewouldbemoreapplicable.

C.      How do you identify best-suited appraisals for employee job duties? Support your response with anexample.

D.      Identify a variety of performance rating scales that can be used in organizations that includes graphical scales, letter scales, and numeric scales. Describe eachscale.

 

 

MILESTONES

Milestone One: Evaluating Strategic Talent Management Initiatives—Functions andPractices/Staffing

In Module Two, you will write a short paper that addresses Sections I and II of the Final Project document. This milestone will be graded with the Milestone One Rubric.

 

Milestone Two: Employee DevelopmentProcesses

In Module Three, you will write a short paper that addresses Section III of the Final Project document. This milestone will be graded with the Milestone Two Rubric.

 

Milestone Three: PerformanceManagement

In Module Four, you will write a short paper that addresses Section V of the Final Project document. This milestone will be graded with the Milestone Three Rubric.

 

Milestone Four:Compensation

In Module Five, you will write a short paper that addresses Section IV of the Final Project document. This milestone will be graded with the Milestone Four Rubric.

 

Final Submission: Human Resources Managementreview

In Module Seven, you will finalize and submit a paper that is comprised of all the milestone submissions with edits based on instructor feedback. This milestone will be graded with the Final Project Rubricbelow.

 

 

Milestone Deliverable Module Due Grading
1 Evaluating Strategic Talent Management Initiatives—Functions andPractices/Staffing Two Graded separately; Milestone OneRubric
2 Employee DevelopmentProcesses Three Graded separately; Milestone TwoRubric
3 PerformanceManagement Four Graded separately; Milestone ThreeRubric
4 Compensation Five Graded separately; Milestone FourRubric
  Final Submission: HRMreview Seven Graded separately; Final Project Rubric (below)

Guidelines for Submission: Submit your human resource management review adhering to the following guidelines: minimum of 7 pages, double-spaced, using 12-point Times New Roman font and following APA 6th editionformat.

 

Instructor Feedback: This activity uses an integrated rubric in Blackboard. Students can view instructor feedback in the Grade Center. For more information, review theseinstructions.

 

CriticalElements Exemplary(100%) Proficient(85%) Needs Improvement(55%) Not Evident(0%) Value
HRM Functions and Practices:Function Meets “Proficient” criteria and explanation is supported with evidence Explains why the humanresource function should be aligned with an organization’s strategicplan Explains why the humanresource function should be aligned with an organization’s strategic plan, but explanation is cursory or inaccurate Does not explain why thehuman resource function should be aligned with an organization’s strategicplan 8
HRM Functionsand Practices: Global Conditions Meets “Proficient” criteria and explanation is clear anddetailed Explains how current global conditions in the industry impact human resource management practices withinorganizations Explains how current global conditions in the industry impact human resource management practices within organizations, but explanation is cursory or has gaps inaccuracy Does not explain how current global conditions impact human resource managementpractices withinorganizations 6
Staffing:Recruiting Meets “Proficient” criteria and description demonstrates a nuanced understanding of the relationship between recruiting and the organization’s vision and goals Describes a process to recruit and select new employees who are aligned with the organization’s vision andgoals Describes a process to recruit and select new employees who are aligned with the organization’s vision and goals, but description is cursory orinaccurate Does not describe a process to recruit and select newemployees who are aligned with the organization’s vision andgoals 6
Staffing:Candidates Meets “Proficient” criteria and establishes which methodwould be more beneficial for an organization based on the research Compares and contrasts recruitment and selection of internal versus external candidates using the Society for Human Resource Management website asresource Compares and contrasts recruitment and selection of internal versus external candidates but does not utilize the Society for Human Resource Management website asresource Does not compare and contrast recruitment and selection of internal versus external candidates using the Society for Human Resource Management website asresource 6
Training:Needs Assessment Meets “Proficient” criteria and description is clear anddetailed Describes the components of a needs assessment used to determine the training requirements of theorganization Describes the components of a needs assessment used to determine the training requirements of the organization, but description is cursory or inaccurate Does not describe the components of a needs assessment used to determine the training requirements ofthe organization 6
Training:Learning Activities Meets “Proficient” criteria and exhibits keen insight into the needs of adultlearners Explains the importance of developing learning activities, and incorporates adult learning principles and methods of experientiallearning Explains the importance of developing learning activities, but does not incorporate adult learning principles and methods of experientiallearning Does not explain theimportance of developing learningactivities 8
Training: Training NeedsAssessment Meets “Proficient” criteria and uses scholarly research to contextualizeclaims Illustrates the value of a training needs assessment in an organization, and supports response Illustrates the value of a training needs assessment in an organization, but does not supportresponse Does not illustrate the value ofa training needsassessment 6
Training:SMART Meets “Proficient” criteria and description is clear anddetailed Describes the importance of creating SMART objectives fora trainingplan Describes the importance of creating SMART objectives fora training plan, but description is cursory orinaccurate Does not describe theimportance of creating SMART objectives for a trainingplan 6
Compensation: Compensation Meets “Proficient” criteria and description is clear anddetailed Describes the compensation philosophy and describes how the market influences thisphilosophy Describes the compensation philosophy and describes how the market influences this philosophy, but description is cursory or inaccurate Does not describecompensation philosophy 8
Compensation: SalarySurveys Meets “Proficient” criteria and uses evidence to substantiate claims Determines the value ofsalary surveys, and describes the advantages of discretionary benefits Determines the value of salary surveys but does not describe the advantages of discretionary benefits Does not determine the value of salarysurveys 8
Evaluation: Performance Management Meets “Proficient” criteria and description is well supportedand plausible Determines HRM’s role in the performance management process including how theprocess aligns with the organization’s strategicplan Determines HRM’s role in the performance management process, but does not includehow the process aligns with the organization’s strategicplan Does not determine HRM’s rolein the performance management process 8
Evaluation: Performance Appraisal Meets “Proficient” criteria and example is well supported and contextualized Differentiates between thetrait, behavioral, and results-based performance appraisal systems, and provides an example where each would be mostapplicable Differentiates between the trait, behavioral, and results-based performance appraisal systems, but does not provide an example where each would be most applicable Does not differentiate between the trait, behavioral, andresults- based performance appraisal systems 6
Evaluation: Best-Suited Appraisals Meets “Proficient” criteria and uses scholarly research to substantiateclaims Determines how to identify best- suited appraisals for employee job duties, and supportsresponse with anexample Determines how to identifybest- suited appraisals for employee job duties, but does not support response with anexample Does not determine how to identify best-suited appraisals for employee jobduties 8
Evaluation: PerformanceRating Scales Meets “Proficient” criteria and description is clear and contextualized Identifies a variety of performance scales that canbe used in organizations and describeseach Identifies a variety of performance scales that canbe used in organizations, but does not describe eachscale Does not identify a variety of performance scales that canbe used inorganizations 6
Articulationof Response Submission is free of errors related to citations, grammar, spelling, syntax, and organization and is presented in aprofessional and easy-to-readformat Submission has no major errors related to citations, grammar, spelling, syntax, ororganization Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impactreadability and articulation of mainideas Submission has critical errors related to citations, grammar, spelling, syntax, ororganization that prevent understanding of ideas 4
EarnedTotal 100%
 
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Assignment 2: Case Study—Jobs That Literally Make People Sick

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4 Analyzing Work and Designing Jobs

What Do I Need to Know?

After reading this chapter, you should be able to:

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LO 4-1 Summarize the elements of work flow analysis.
LO 4-2 Describe how work flow is related to an organization’s structure.
LO 4-3 Define the elements of a job analysis, and discuss their significance for human resource management.
LO 4-4 Tell how to obtain information for a job analysis.
LO 4-5 Summarize recent trends in job analysis.
LO 4-6 Describe methods for designing a job so that it can be done efficiently.
LO 4-7 Identify approaches to designing a job to make it motivating.
LO 4-8 Explain how organizations apply ergonomics to design safe jobs.
LO 4-9 Discuss how organizations can plan for the mental demands of a job.

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Introduction

Selling shoes online was not exactly an obvious route to business success when Tony Hsieh started Zappos.com . Most of us can’t tell whether that stylish pair of shoes in a photo will look good on us, much less whether the shoes will pinch our feet. But Hsieh set out to leap that hurdle by making Zappos excel at customer service. To take away the risks of online shoe selection, the company offers free shipping and free returns. And to make sure customers receive their orders as quickly as possible, Zappos maintains a huge inventory. Shoes offered for sale are already in the company’s warehouse, waiting to be shipped. This strategy propelled Zappos to the top spot in online shoe retailing, at which point Amazon acquired Zappos for $1.2 billion.

The jobs at Zappos are designed to support the company’s service-first strategy. Instead of looking for the cheapest location for customer service, Zappos hires representatives to work at the company’s Nevada headquarters. Their job includes helping customers with their requests, however unreasonable. Employees once located a pizzeria for a hungry caller from California. Employees at all levels in every department also are encouraged to promote the Zappos brand on social media. If employees see a shoe they love, for example, Twitter users could send out a tweet about it to their followers. Other companies are more concerned about limiting online messages about their brand, but Zappos focuses on hiring people who embrace its culture and values, and then it trusts them to spread the word.1

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Commitment to extraordinary customer service, wide latitude in delivering customer satisfaction, and tasks such as answering phone calls and packing shoe orders—all these are elements of employees’ jobs with Zappos. These elements give rise to the types of skills and personalities required for success, and they in turn help to narrow the field of people who will succeed at the company. Consideration of such elements is at the heart of analyzing work, whether in a start-up enterprise, a multinational corporation, or a government agency.

This chapter discusses the analysis and design of work and, in doing so, lays out some considerations that go into making informed decisions about how to create and link jobs. The chapter begins with a look at the big-picture issues related to analyzing work flow and organizational structure. The discussion then turns to the more specific issues of analyzing and designing jobs. Traditionally, job analysis has emphasized the study of existing jobs in order to make decisions such as employee selection, training, and compensation. In contrast, job design has emphasized making jobs more efficient or more motivating. However, as this chapter shows, the two activities are interrelated.

Work Flow in Organizations

LO 4-1 Summarize the elements of work flow analysis.

Informed decisions about jobs take place in the context of the organization’s overall work flow. Through the process of work flow design , managers analyze the tasks needed to produce a product or service. With this information, they assign these tasks to specific jobs and positions. (A job is a set of related duties. A position is the set of duties performed by one person. A school has many teaching positions; the person filling each of those positions is performing the job of teacher.) Basing these decisions on work flow design can lead to better results than the more traditional practice of looking at jobs individually.

Work Flow Design

The process of analyzing the tasks necessary for the production of a product or service.

Job

A set of related duties.

Position

The set of duties (job) performed by a particular person.

Work Flow Analysis

Before designing its work flow, the organization’s planners need to analyze what work needs to be done. Figure 4.1 shows the elements of a work flow analysis. For each type of work, such as producing a product line or providing a support service (accounting, legal support, and so on), the analysis identifies the output of the process, the activities involved, and the three categories of inputs (materials and information, equipment, and human resources).

Outputs are the products of any work unit, say, a department or team. Outputs may be tangible, as in the case of a restaurant meal or finished part. They may be intangible, such as building security or an answered question about employee benefits. In identifying the outputs of particular work units, work flow analysis considers both quantity and quality. Thinking in terms of these outputs gives HRM professionals a clearer view of how to increase each work unit’s effectiveness.

Work flow analysis next considers the work processes used to generate the outputs identified. Work processes are the activities that a work unit’s members engage in to produce a given output. They are described in terms of operating procedures for every task performed by each employee at each stage of the process. Specifying the processes helps HRM professionals design efficient work systems by clarifying which tasks are necessary. Knowledge of work processes also can guide staffing changes when work is automated, outsourced, or restructured.

Finally, work flow analysis identifies the inputs required to carry out the work processes. As shown in Figure 4.1, inputs fall into three categories: raw inputs (materials

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and information), equipment, and human resources (knowledge, skills, and abilities). At manufacturing companies in the United States, there has been a shift in the kinds of inputs needed for success. Most low-wage, low-skill manufacturing processes have been moved to parts of the world where the cost of labor is low. In the United States, successful manufacturers now emphasize innovation and short runs of specialized products. This kind of work calls for greater use of computerized equipment, which is run by lean workforces of highly skilled technicians.2

Figure 4.1

Developing a Work Flow Analysis

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Work Flow Design and an Organization’s Structure

LO 4-2 Describe how work flow is related to an organization’s structure.

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Firefighters work as a team. They and their equipment are the “inputs” (they do the work), and the “output” is an extinguished fire and the rescue of people and pets. In any organization or team, workers need to be cross-trained in several skills to create an effective team. If all of these firefighters are trained to do any part of the job, the chief can deploy them rapidly as needed.

Work flow takes place in the context of an organization’s structure. It requires the cooperation of individuals and groups. Ideally, the organization’s structure brings together the people who must collaborate to create the desired outputs efficiently. The structure may do this in a way that is highly centralized (that is, with authority concentrated in a few people at the top of the organization) or decentralized (with authority spread among many people). The organization may group jobs according to functions (for example, welding, painting, packaging), or it may set up divisions to focus on products or customer groups.

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Best Practices   image

SeaMicro Designs Work to Stay Onshore

As we saw in Chapter 2, many U.S. manufacturers have been doing a majority of their hiring overseas in recent years. Although California’s famous Silicon Valley is named after a primary ingredient used for making microchips, the fact is that when it comes to computer hardware, very little manufacturing has taken place in California since the 1980s. One notable exception is SeaMicro, which builds servers (computers that do the data processing for a network) in Santa Clara, California. SeaMicro’s specialty is the use of small, energy-efficient computer chips, such as those that might operate a smartphone or notebook computer. These processors are combined with custom-made hardware and software that enable them to deliver plenty of computing power for today’s web-based applications while using far less energy. Customers are willing to pay a little extra for these servers in exchange for the savings on energy to power them.

With a strategy based on innovation, SeaMicro needs an organizational structure and work design that support creative thinking and rapid response to customers’ needs. SeaMicro set up teams that bring together employees from different functions. The cross-functional teams work on the combination of hardware, software, and manufacturing processes needed for each new product. The teams are constantly engaged in experimentation, so team members need the chance for faceto-face interaction that would be impossible if the company off-shored manufacturing to Asia. And when a customer calls for a change or an engineer thinks of a way to improve efficiency, all the needed expertise at headquarters is just two miles from the manufacturing floor.

This combination of innovation and environmental sustainability has attracted favorable attention, with The Wall Street Journal identifying SeaMicro as one of the “green” companies with the greatest potential to succeed. To achieve that potential, human resource managers at SeaMicro link strategy to work design and work design to a variety of HR practices: They must identify and hire creative thinkers who also have good skills at collaborating as part of a team. They need to establish performance measures and a compensation structure that reward innovation and teamwork. And these requirements all need to be accounted for in SeaMicro’s job descriptions.

SOURCES: Cade Metz, “As Apple Toils in China, Others Make It in America,” Wired, February 13, 2012, http://www.wired.com; Colleen DeBaise, “The Top 10 Clean-Tech Companies,” The Wall Street Journal, March 4, 2011, http://online.wsj.com; Ashlee Vance, “SeaMicro’s Silicon Valley Computers,” Bloomberg Businessweek, February 24, 2011, http://www.businessweek.com.

Although there are an infinite number of ways to combine the elements of an organization’s structure, we can make some general observations about structure and work design. If the structure is strongly based on function, workers tend to have low authority and to work alone at highly specialized jobs. Jobs that involve teamwork or broad responsibility tend to require a structure based on divisions other than functions. When the goal is to empower employees, companies then need to set up structures and jobs that enable broad responsibility, such as jobs that involve employees in serving a particular group of customers or producing a particular product, rather than performing a narrowly defined function. The organization’s structure also affects managers’ jobs. Managing a division responsible for a product or customer group tends to require more experience and cognitive (thinking) ability than managing a department that handles a particular function.3

Work design often emphasizes the analysis and design of jobs, as described in the remainder of this chapter. Although all of these approaches can succeed, each focuses on one isolated job at a time. These approaches do not necessarily consider how that single job fits into the overall work flow or structure of the organization. To use these techniques effectively, human resource personnel should also understand their organization as a whole. The “Best Practices” box offers an example of how a high-tech company matched its job design to its structure and strategy for manufacturing in the United States.

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Job Analysis

LO 4-3 Define the elements of a job analysis, and discuss their significance for human resource management.

To achieve high-quality performance, organizations have to understand and match job requirements and people. This understanding requires job analysis , the process of getting detailed information about jobs. Analyzing jobs and understanding what is required to carry out a job provide essential knowledge for staffing, training, performance appraisal, and many other HR activities. For instance, a supervisor’s evaluation of an employee’s work should be based on performance relative to job requirements. In very small organizations, line managers may perform a job analysis, but usually the work is done by a human resource professional. A large company may have a compensation management department that includes job analysts (also called personnel analysts). Organizations may also contract with firms that provide this service.

Job Analysis

The process of getting detailed information about jobs.

Job Descriptions

An essential part of job analysis is the creation of job descriptions. A job description is a list of the tasks, duties, and responsibilities (TDRs) that a job entails. TDRs are observable actions. For example, a news photographer’s job requires the jobholder to use a camera to take photographs. If you were to observe someone in that position for a day, you would almost certainly see some pictures being taken. When a manager attempts to evaluate job performance, it is most important to have detailed information about the work performed in the job (that is, the TDRs). This information makes it possible to determine how well an individual is meeting each job requirement.

Job Description

A list of the tasks, duties, and responsibilities (TDRs) that a particular job entails.

A job description typically has the format shown in Figure 4.2. It includes the job title, a brief description of the TDRs, and a list of the essential duties with detailed specifications of the tasks involved in carrying out each duty. Although organizations may modify this format according to their particular needs, all job descriptions within an organization should follow the same format. This helps the organization make consistent decisions about such matters as pay and promotions. It also helps the organization show that it makes human resource decisions fairly.

Whenever the organization creates a new job, it needs a new job description. Preparation of a job description begins with gathering information about the job from people already performing the task, the position’s supervisor, or the managers creating the position. Based on that information, the writer of the job description identifies the essential duties of the job, including mental and physical tasks and any methods and resources required. Job descriptions should then be reviewed periodically (say, once a year) and updated if necessary. Performance appraisals can provide a good opportunity for updating job descriptions, as the employee and supervisor compare what the employee has been doing against the details of the job description.

Organizations should give each newly hired employee a copy of his or her job description. This helps the employee to understand what is expected, but it shouldn’t be presented as limiting the employee’s commitment to quality and customer satisfaction. Ideally, employees will want to go above and beyond the listed duties when the situation and their abilities call for that. Many job descriptions include the phrase and other duties as requested as a way to remind employees not to tell their supervisor, “But that’s not part of my job.”

Job Specifications

Whereas the job description focuses on the activities involved in carrying out a job, a job specification looks at the qualities or requirements the person performing the job must possess. It is a list of the knowledge, skills, abilities, and other characteristics

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(KSAOs) that an individual must have to perform the job. Knowledge refers to factual or procedural information that is necessary for successfully performing a task. For example, this course is providing you with knowledge in how to manage human resources. A skill is an individual’s level of proficiency at performing a particular task—that is, the capability to perform it well. With knowledge and experience, you could acquire skill in the task of preparing job specifications. Ability, in contrast to skill, refers to a more general enduring capability that an individual possesses. A person might have the ability to cooperate with others or to write clearly and precisely. Finally, other characteristics might be personality traits such as someone’s persistence or motivation to achieve. Some jobs also have legal requirements, such as licensing or certification. Figure 4.3 is a set of sample job specifications for the job description in Figure 4.2.

Job Specification

A list of the knowledge, skills, abilities, and other characteristics (KSAOs) that an individual must have to perform a particular job.

Figure 4.2

Sample Job Description

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SOURCE: Union Pacific website, www.unionpacific.jobs/careers/explore/train/train_service.shtml, accessed February 28, 2012. Reprinted with permission of Union Pacific Railroad.

In developing job specifications, it is important to consider all of the elements of KSAOs. As with writing a job description, the information can come from a combination of people performing the job, people supervising or planning for the job, and trained job analysts. A study by ACT’s Workforce Development Division interviewed manufacturing supervisors to learn what they do each day and what skills they rely on. The researchers learned that the supervisors spend much of their day monitoring their employees to make sure the workplace is safe, product quality is maintained, and

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work processes are optimal. Also, they rely heavily on their technical knowledge of the work processes they supervise.4 Based on this information, job specifications for a manufacturing supervisor would include skill in observing how people work, as well as in-depth knowledge of manufacturing processes and tools.

Figure 4.3

Sample Job Specifications

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SOURCE: Union Pacific website, www.unionpacific.jobs/careers/explore/train/train_service.shtml, accessed February 28, 2012. Reprinted with permission of Union Pacific Railroad.

In contrast to tasks, duties, and responsibilities, KSAOs are characteristics of people and are not directly observable. They are observable only when individuals are carrying out the TDRs of the job—and afterward, if they can show the product of their labor. Thus, if someone applied for a job as a news photographer, you could not simply look at the individual to determine whether he or she can spot and take effective photographs. However, you could draw conclusions later about the person’s skills by looking at examples of his or her photographs. Similarly, as illustrated in the “Did You Know?” box, many employers specify educational requirements. Meeting these requirements is treated as an indication that a person has some desired level of knowledge and skills.

Accurate information about KSAOs is especially important for making decisions about who will fill a job. A manager attempting to fill a position needs information about the characteristics required and about the characteristics of each applicant. Interviews and selection decisions should therefore focus on KSAOs.

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Did You Know?   image

About One in Three High School Grads Hold Middle-Class Jobs

Companies filling jobs that place earners in the middle class tend to require at least an associate’s degree, according to research by the Georgetown University Center on Education and the Workforce. (The center defined middle-class earnings as starting at $35,000 per year, which would place a family of four at 150% above the poverty level.) However, 36% of high school graduates with no college education land jobs paying at least $35,000 per year. These jobs are most often in the fields of manufacturing, construction, and transportation and distribution.

Question

Positions such as supervisors, office administrators, and office machine repair technicians tend to require some college education. What KSAOs do you think employers are trying to obtain with this requirement? Can you think of a better way to identify people with those KSAOs?

SOURCES: Georgetown University Center on Education and the Workforce, “Career Clusters: Forecasting Demand for High School through College Jobs, 2008–2018,” executive summary, November 2011, http://cew.georgetown.edu/Clusters/; Georgetown University Center on Education and the Workforce, “New Report Finds the Best Education Pathways out of Jobless Recovery,” news release, November 14, 2011, http://www9.georgetown.edu; Jennifer Gonzalez, “Bachelor’s Degree Is Still Best Path to Middle-Class Jobs and Earnings, Report Says,” Chronicle of Higher Education, November 14, 2011, http://chronicle.com.

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Sources of Job Information

LO 4-4 Tell how to obtain information for a job analysis.

Information for analyzing an existing job often comes from incumbents, that is, people who currently hold that position in the organization. They are a logical source of information because they are most acquainted with the details of the job. Incumbents should be able to provide very accurate information.

A drawback of relying solely on incumbents’ information is that they may have an incentive to exaggerate what they do in order to appear more valuable to the organization. Information from incumbents should therefore be supplemented with information from observers, such as supervisors, who look for a match between what incumbents are doing and what they are supposed to do. Research suggests that supervisors may provide the most accurate estimates of the importance of job duties, while incumbents may be more accurate in reporting information about the actual time spent performing job tasks and safety-related risk factors.5 For analyzing skill levels,

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the best source may be external job analysts who have more experience rating a wide range of jobs.6

The government also provides background information for analyzing jobs. In the 1930s, the U.S. Department of Labor created the Dictionary of Occupational Titles (DOT) as a vehicle for helping the new public employment system link the demand for skills and the supply of skills in the U.S. workforce. The DOT described over 12,000 jobs, as well as some of the requirements of successful job holders. This system served the United States well for over 60 years, but it became clear to Labor Department officials that jobs in the new economy were so different that the DOT no longer served its purpose. The Labor Department therefore introduced a new system, called the Occupational Information Network (O*NET).

Instead of relying on fixed job titles and narrow task descriptions, the O*NET uses a common language that generalizes across jobs to describe the abilities, work styles, work activities, and work context required for 1,000 broadly defined occupations. Users can visit O*NET OnLine ( http://www.onetonline.org ) to review jobs’ tasks, work styles and context, and requirements including skills, training, and experience. ManpowerGroup, a staffing services agency, uses O*NET’s information on skills to match individuals more precisely to jobs it has been hired to fill. Piedmont Natural Gas uses O*NET to conduct job analyses and match job applicants’ skills and preferences to the requirements of available positions. The effort has helped reduce turnover among Piedmont’s entry-level workers.7 Furthermore, although the O*NET was developed to analyze jobs in the U.S. economy, research suggests that its ratings tend to be the same for jobs located in other countries.8

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Manpower—A member of Manpower Group, the world leader in innovative workforce solutions—uses the O*Net to classify its jobs and track demand nationwide.

Position Analysis Questionnaire

After gathering information, the job analyst uses the information to analyze the job. One of the broadest and best-researched instruments for analyzing jobs is the Position Analysis Questionnaire (PAQ) . This is a standardized job analysis questionnaire containing 194 items that represent work behaviors, work conditions, and job characteristics that apply to a wide variety of jobs. The questionnaire organizes these items into six sections concerning different aspects of the job:

Position Analysis Questionnaire (PAQ)

A standardized job analysis questionnaire containing 194 questions about work behaviors, work conditions, and job characteristics that apply to a wide variety of jobs.

1. Information input—Where and how a worker gets information needed to perform the job.

2. Mental processes—The reasoning, decision making, planning, and information-processing activities involved in performing the job.

3. Work output—The physical activities, tools, and devices used by the worker to perform the job.

4. Relationships with other persons—The relationships with other people required in performing the job.

5. Job context—The physical and social contexts where the work is performed.

6. Other characteristics—The activities, conditions, and characteristics other than those previously described that are relevant to the job.

The person analyzing a job determines whether each item on the questionnaire applies to the job being analyzed. The analyst rates each item on six scales: extent of

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use, amount of time, importance to the job, possibility of occurrence, applicability, and special code (special rating scales used with a particular item). The PAQ headquarters uses a computer to score the questionnaire and generate a report that describes the scores on the job dimensions.

Using the PAQ provides an organization with information that helps in comparing jobs, even when they are dissimilar. The PAQ also has the advantage that it considers the whole work process, from inputs through outputs. However, the person who fills out the questionnaire must have college-level reading skills, and the PAQ is meant to be completed only by job analysts trained in this method. In fact, the ratings of job incumbents tend to be less reliable than ratings by supervisors and trained analysts.9 Also, the descriptions in the PAQ reports are rather abstract, so the reports may not be useful for writing job descriptions or redesigning jobs.

Fleishman Job Analysis System

To gather information about worker requirements, the Fleishman Job Analysis System asks subject-matter experts (typically job incumbents) to evaluate a job in terms of the abilities required to perform the job.10 The survey is based on 52 categories of abilities, ranging from written comprehension to deductive reasoning, manual dexterity, stamina, and originality. As in the example in Figure 4.4, the survey items are arranged into a scale for each ability. Each begins with a description of the ability and a comparison to related abilities. Below this is a seven-point scale with phrases describing extemely high and low levels of the ability. The person completing the survey indicates which point on the scale represents the level of the ability required for performing the job being analyzed.

Fleishman Job Analysis System

Job analysis technique that asks subject-matter experts to evaluate a job in terms of the abilities required to perform the job.

When the survey has been completed in all 52 categories, the results provide a picture of the ability requirements of a job. Such information is especially useful for employee selection, training, and career development.

Importance of Job Analysis

Job analysis is so important to HR managers that it has been called the building block of everything that personnel does.11 The fact is that almost every human resource management program requires some type of information that is gleaned from job analysis:12

• Work redesign—Often an organization seeks to redesign work to make it more efficient or to improve quality. The redesign requires detailed information about the existing job(s). In addition, preparing the redesign is similar to analyzing a job that does not yet exist.

• Human resource planning—As planners analyze human resource needs and how to meet those needs, they must have accurate information about the levels of skill required in various jobs, so that they can tell what kinds of human resources will be needed.

• Selection—To identify the most qualified applicants for various positions, decision makers need to know what tasks the individuals must perform, as well as the necessary knowledge, skills, and abilities.

• Training—Almost every employee hired by an organization will require training. Any training program requires knowledge of the tasks performed in a job so that the training is related to the necessary knowledge and skills.

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• Performance appraisal—An accurate performance appraisal requires information about how well each employee is performing in order to reward employees who perform well and to improve their performance if it is below standard. Job analysis helps in identifying the behaviors and the results associated with effective performance.

• Career planning—Matching an individual’s skills and aspirations with career opportunities requires that those in charge of career planning know the skill requirements of the various jobs. This allows them to guide individuals into jobs in which they will succeed and be satisfied.

• Job evaluation—The process of job evaluation involves assessing the relative dollar value of each job to the organization in order to set up fair pay structures. If employees do not believe pay structures are fair, they will become dissatisfied and may quit, or they will not see much benefit in striving for promotions. To put dollar values on jobs, it is necessary to get information about different jobs and compare them.

Figure 4.4

Example of an Ability from the Fleishman Job Analysis System

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SOURCE: From E. A. Fleishman and M. D. Mumford, “Evaluating Classifications of Job Behavior: A Construct Validation of the Ability Requirements Scales,” Personnel Psychology 44 (1991), pp. 523–575. Copyright © 1991. Reproduced with permission of Blackwell Publishing Ltd.

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Job analysis is also important from a legal standpoint. As we saw in Chapter 3, the government imposes requirements related to equal employment opportunity. Detailed, accurate, objective job specifications help decision makers comply with these regulations by keeping the focus on tasks and abilities. These documents also provide evidence of efforts made to engage in fair employment practices. For example, to enforce the Americans with Disabilities Act, the Equal Employment Opportunity Commission may look at job descriptions to identify the essential functions of a job and determine whether a disabled person could have performed those functions with reasonable accommodations. Likewise, lists of duties in different jobs could be compared to evaluate claims under the Equal Pay Act. However, job descriptions and job specifications are not a substitute for fair employment practices.

Besides helping human resource professionals, job analysis helps supervisors and other managers carry out their duties. Data from job analysis can help managers identify the types of work in their units, as well as provide information about the work flow process, so that managers can evaluate whether work is done in the most efficient way. Job analysis information also supports managers as they make hiring decisions, review performance, and recommend rewards.

Competency Models

LO 4-5 Summarize recent trends in job analysis.

These traditional approaches to job analysis are too limited for some HRM needs, however. When human resource management is actively engaged in talent management as a way to support strategy, organizations need to think beyond skills for particular jobs. They must identify the capabilities they need to acquire and develop in order to promote the organization’s success. For this purpose, organizations develop competency models.

competency is an area of personal capability that enables employees to perform their work successfully.13 For example, success in a job or career path might require leadership strength, skill in coaching others, and the ability to bring out the best in each member of a diverse team of employees. A competency model identifies and describes all the competencies required for success in a particular occupation or set of jobs. Organizations may create competency models for occupational groups, levels of the organization, or even the entire organization. A competency model might require that all middle managers or all members of the organization be able to act with integrity, value diversity, and commit themselves to delighting customers. Table 4.1 shows an example of a competency model for a project manager. The left side of the table lists competencies required for a project manager (organizational & planning skills; communications; and financial & quantitative skills). The right side of the table shows behaviors that might be used to determine a project manager’s level of proficiency for each competency. As in these examples, competency models focus more on how people work, whereas job analysis focuses more on work tasks and outcomes.

Competency

An area of personal capability that enables employees to perform their work successfully.

Competency models help HR professionals ensure that all aspects of talent management are aligned with the organization’s strategy. Looking at the competencies needed for a particular occupational group, department, or the organization as a whole shows which candidates will be the best to fill open positions. Not only can the organization select those who can carry out a particular job today, but it can spot those with competencies they can develop further to assume greater responsibility in the future. Competency models for a career path or for success

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in management show the organization which competencies to emphasize in plans for development of high-potential employees. And competency models identify the important capabilities to measure in performance evaluations and to reward with pay and promotions.

Table 4.1

Example of Competencies and a Competency Model

PROJECT MANAGER COMPETENCIES PROFICIENCY RATINGS
Organizational & Planning Skills Ability to establish priorities on projects and schedule activities to achieve results. 1—Below Expectations: Unable to perform basic tasks.
  2—Meets Expectations: Understands basic principles and performs routine tasks with reliable results; works with minimal supervision or assistance.
  3—Exceeds Expectations: Performs complex and multiple tasks; can coach, teach, or lead others.
Communications Ability to build credibility and trust through open and direct communications with internal and external customers. 1—Below Expectations: Unable to perform basic tasks.
  2—Meets Expectations: Understands basic principles and performs routine tasks with reliable results; works with minimal supervision or assistance.
  3—Exceeds Expectations: Performs complex and multiple tasks; can coach, teach, or lead others.
Financial & Quantitative Skills Ability to analyze financial information accurately and set financial goals that have a positive impact on company’s bottom line and fiscal objectives. 1—Below Expectations: Unable to perform basic tasks.
  2—Meets Expectations: Understands basic principles and performs routine tasks with reliable results; works with minimal supervision or assistance.
  3—Exceeds Expectations: Performs complex and multiple tasks; can coach, teach, or lead others.

SOURCE: Based on R. J. Mirabile, “Everything You Wanted to Know about Competency Modeling,” Training and Development (August 1997): pp. 73–77.

Trends in Job Analysis

As we noted in the earlier discussion of work flow analysis, organizations have been appreciating the need to analyze jobs in the context of the organization’s structure and strategy. In addition, organizations are recognizing that today’s workplace must be adaptable and is constantly subject to change. Thus, although we tend to think of “jobs” as something stable, they actually tend to change and evolve over time. Those who occupy or manage jobs often make minor adjustments to match personal preferences or changing conditions.14 Indeed, although errors in job analysis can have many sources, most inaccuracy is likely to result from job descriptions being outdated. For this reason, job analysis must not only define jobs when they are created, but also detect changes in jobs as time passes.

With global competitive pressure and economic downturns, one corporate change that has affected many organizations is downsizing. Research suggests that successful downsizing efforts almost always entail changes in the nature of jobs, not just their number. Jobs that have survived the downsizing of the most recent recession tend to have a broader scope of responsibilities coupled with less supervision.15

These changes in the nature of work and the expanded use of “project-based” organizational structures require the type of broader understanding that comes from an analysis of work flows. Because the work can change rapidly and it is impossible to rewrite job descriptions every week, job descriptions and specifications need to be flexible. At the same time, legal requirements (as discussed in Chapter 3) may discourage organizations from writing flexible job descriptions. This means organizations must

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balance the need for flexibility with the need for legal documentation. This presents one of the major challenges to be faced by HRM departments in the next decade. Many professionals are meeting this challenge with a greater emphasis on careful job design.

Job Design

LO 4-6 Describe methods for designing a job so that it can be done efficiently.

Although job analysis, as just described, is important for an understanding of existing jobs, organizations also must plan for new jobs and periodically consider whether they should revise existing jobs. When an organization is expanding, supervisors and human resource professionals must help plan for new or growing work units. When an organization is trying to improve quality or efficiency, a review of work units and processes may require a fresh look at how jobs are designed.

These situations call for job design , the process of defining how work will be performed and what tasks will be required in a given job, or job redesign, a similar process that involves changing an existing job design. To design jobs effectively, a person must thoroughly understand the job itself (through job analysis) and its place in the larger work unit’s work flow process (through work flow analysis). Having a detailed knowledge of the tasks performed in the work unit and in the job, a manager then has many alternative ways to design a job. As shown in Figure 4.5, the available approaches emphasize different aspects of the job: the mechanics of doing a job efficiently, the job’s impact on motivation, the use of safe work practices, and the mental demands of the job.

Job Design

The process of defining how work will be performed and what tasks will be required in a given job.

Designing Efficient Jobs

If workers perform tasks as efficiently as possible, not only does the organization benefit from lower costs and greater output per worker, but workers should be less fatigued. This point of view has for years formed the basis of classical industrial engineering , which looks for the simplest way to structure work in order to maximize efficiency. Typically, applying industrial engineering to a job reduces the complexity of the work, making it so simple that almost anyone can be trained quickly and easily to perform the job. Such jobs tend to be highly specialized and repetitive.

Industrial Engineering

The study of jobs to find the simplest way to structure work in order to maximize efficiency.

Figure 4.5

Approaches to Job Design

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In practice, the scientific method traditionally seeks the “one best way” to perform a job by performing time-and-motion studies to identify the most efficient movements for workers to make. Once the engineers have identified the most efficient sequence of motions, the organization should select workers based on their ability to do the job, then train them in the details of the “one best way” to perform that job. The company also should offer pay structured to motivate workers to do their best. (Chapters 11 and 12 discuss pay and pay structures.)

Industrial engineering provides measurable and practical benefits. However, a focus on efficiency alone can create jobs that are so simple and repetitive that workers get bored. Workers performing these jobs may feel their work is meaningless. Hence, most organizations combine industrial engineering with other approaches to job design.

Designing Jobs That Motivate

LO 4-7 Identify approaches to designing a job to make it motivating.

Especially when organizations must compete for employees, depend on skilled knowledge workers, or need a workforce that cares about customer satisfaction, a pure focus on efficiency will not achieve human resource objectives. Employers also need to ensure that workers have a positive attitude toward their jobs so that they show up at work with enthusiasm, commitment, and creativity. To improve job satisfaction, organizations need to design jobs that take into account factors that make jobs motivating and satisfying for employees.

A model that shows how to make jobs more motivating is the Job Characteristics Model, developed by Richard Hackman and Greg Oldham. This model describes jobs in terms of five characteristics:16

1. Skill variety—The extent to which a job requires a variety of skills to carry out the tasks involved.

2. Task identity—The degree to which a job requires completing a “whole” piece of work from beginning to end (for example, building an entire component or resolving a customer’s complaint).

3. Task significance—The extent to which the job has an important impact on the lives of other people.

4. Autonomy—The degree to which the job allows an individual to make decisions about the way the work will be carried out.

5. Feedback—The extent to which a person receives clear information about performance effectiveness from the work itself.

As shown in Figure 4.6, the more of each of these characteristics a job has, the more motivating the job will be, according to the Job Characteristics Model. The model predicts that a person with such a job will be more satisfied and will produce more and better work. Some of these factors are behind the satisfaction of workers at Continuum Practical Nursing, which assigns nurses to provide at-home care to children who have been discharged from the hospital. Offering nursing care to children who are disabled or suffer from severe illnesses enables them to stay at home instead of in an institution. Although the nurses tend to earn less than they could in a hospital job, they enjoy flexible schedules and, even more, appreciate the privilege to improve children’s quality of life. Continuum’s operations director told a reporter, “I have a purpose every day.” Jane Bocek, assistant director of nursing, echoed that sentiment: “I’ve helped change lives.”17 In contrast to their experience, employees in a job that rates low on these characteristics would not find it very motivating. At the extreme are jobs like those described in the “HR Oops!” box.

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Figure 4.6

Characteristics of a Motivating Job

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Applications of the job characteristics approach to job design include job enlargement, job enrichment, self-managing work teams, flexible work schedules, and telework.

Job Enlargement In a job design, job enlargement refers to broadening the types of tasks performed. The objective of job enlargement is to make jobs less repetitive and more interesting. Jobs also become enlarged when organizations add new goals or ask fewer workers to accomplish work that had been spread among more people. In those situations, the challenge is to avoid crossing the line from interesting jobs into jobs that burn out employees. In Minnesota, school principals have been asked to stretch beyond their administrative tasks such as staffing, budgeting, and ensuring building security to take responsibility for student success and teacher development. These goals emphasize the basic purpose that likely drew many principals to careers in education. However, the new goals require many additional hours to observe and evaluate teachers. Schools that can afford it are adding behavior specialists and administration managers to help principals keep schools running as they focus on their new priorities.18

Job Enlargement

Broadening the types of tasks performed in a job.

Organizations that use job enlargement to make jobs more motivational employ techniques such as job extension and job rotation. Job extension is enlarging jobs by combining several relatively simple jobs to form a job with a wider range of tasks. An example might be combining the jobs of receptionist, typist, and file clerk into jobs containing all three kinds of work. This approach to job enlargement is relatively simple, but if all the tasks are dull, workers will not necessarily be more motivated by the redesigned job.

Job Extension

Enlarging jobs by combining several relatively simple jobs to form a job with a wider range of tasks.

Job rotation does not actually redesign the jobs themselves, but moves employees among several different jobs. This approach to job enlargement is common among production teams. During the course of a week, a team member may carry out each of the jobs handled by the team. Team members might assemble components one day and pack products into cases another day. As with job extension, the enlarged jobs may still consist of repetitious activities, but with greater variation among those activities.

Job Rotation

Enlarging jobs by moving employees among several different jobs.

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HR Oops!   image

Jobs That Literally Make People Sick

While effective human resource manage ment aims to create motivating jobs, poor leadership coupled with difficult circumstances can result in jobs that are so unpleasant that workers’ mental health begins to suffer. Researchers at the Australian National University analyzed data about working conditions and mental health in more than 7,000 adults over a seven-year period. They found that the mental health of workers in the worst of these jobs was no better than—and sometimes worse than—the mental health of unemployed adults.

The job characteristics that were mostly strongly associated with mental health were the job’s complexity and demands, job security, the perceived fairness of pay, and control over the job (for example, ability to decide how to perform tasks). In highly demanding jobs with low security, unfair pay, and little control, workers experienced declining mental health. Unemployment also had an impact on mental health, but it was not as severe.

People differ in what kinds of work they consider unbearable, but many would have that attitude toward working in an Alabama fish-processing plant. The rooms have to be kept cold, and they are wet as well. Some people would likely object to smelling fish all day long. Workers stand for at least 10 hours a day, making repetitive cuts. For all this, they earn minimum wage and limited benefits. In spite of these conditions, employers were able until recently to fill these positions with immigrant workers. But after Alabama passed a law requiring police to question individuals who they believe could be in the United States illegally, many of those workers left the state. Employers report difficulty filling jobs such as these with U.S. workers.

Questions

1.   What would be the consequences to an employer of having highly demanding jobs with low security, unfair pay, and little control?

2.   How could fish-processing plants like the one described here improve jobs so they can fill vacant positions profitably?

SOURCES: Elizabeth Dwoskin, “Do You Want This Job?” Bloomberg Businessweek, November 14, 2011, pp. 70–78; Stephen Long, “Bad Job Worse for Your Mental State than No Job at All,” PM, June 9, 2011, http://www.abc.net.au/pm/; “When a Job Is So Bad It Hurts,” The Wall Street Journal, March 29, 2011, http://blogs.wsj.com; Matt McMillen, “For Mental Health, Bad Job Worse than No Job,” Health, March 14, 2011, http://www.cnn.com.

Job Enrichment The idea of job enrichment , or empowering workers by adding more decision-making authority to their jobs, comes from the work of Frederick Herzberg. According to Herzberg’s two-factor theory, individuals are motivated more by the intrinsic aspects of work (for example, the meaningfulness of a job) than by extrinsic rewards, such as pay. Herzberg identified five factors he associated with motivating jobs: achievement, recognition, growth, responsibility, and performance of the entire job. Thus, ways to enrich a manufacturing job might include giving employees authority to stop production when quality standards are not being met and having each employee perform several tasks to complete a particular stage of the process, rather than dividing up the tasks among the employees. For a salesperson in a store, job enrichment might involve the authority to resolve customer problems, including the authority to decide whether to issue refunds or replace merchandise.

Job Enrichment

Empowering workers by adding more decision-making authority to jobs.

In practice, however, it is important to note that not every worker responds positively to enriched jobs. These jobs are best suited to workers who are flexible and responsive to others; for these workers, enriched jobs can dramatically improve motivation.19

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Nordstrom empowers its employees to resolve customer problems, which can enhance their job experience.

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Self-Managing Work Teams Instead of merely enriching individual jobs, some organizations empower employees by designing work to be done by self-managing work teams. As described in Chapter 2, these teams have authority for an entire work process or segment. Team members typically have authority to schedule work, hire team members, resolve problems related to the team’s performance, and perform other duties traditionally handled by management. Teamwork can give a job such motivating characteristics as autonomy, skill variety, and task identity.

Because team members’ responsibilities are great, their jobs usually are defined broadly and include sharing of work assignments. Team members may, at one time or another, perform every duty of the team. The challenge for the organization is to provide enough training so that the team members can learn the necessary skills. Another approach, when teams are responsible for particular work processes or customers, is to assign the team responsibility for the process or customer, then let the team decide which members will carry out which tasks.

A study of work teams at a large financial services company found that the right job design was associated with effective teamwork.20 In particular, when teams are self-managed and team members are highly involved in decision making, teams are more productive, employees more satisfied, and managers are more pleased with performance. Teams also tend to do better when each team member performs a variety of tasks and when team members view their effort as significant.

Flexible Work Schedules One way in which an organization can give employees some say in how their work is structured is to offer flexible work schedules. Depending on the requirements of the organization and the individual jobs, organizations may be able to be flexible about when employees work. As introduced in Chapter 2, types of flexibility include flextime and job sharing. Figure 4.7 illustrates alternatives to the traditional 40-hour workweek.

Flextime is a scheduling policy in which full-time employees may choose starting and ending times within guidelines specified by the organization. The flextime policy may require that employees be at work between certain hours, say, 10:00 am and 3:00 pm. Employees work additional hours before or after this period in order to work the full day. One employee might arrive early in the morning in order to leave at 3:00 pm to pick up children after school. Another employee might be a night owl who prefers to arrive at 10:00 am and work until 6:00, 7:00, or even later in the evening. A flextime policy also may enable workers to adjust a particular day’s hours in order to make time for doctor’s appointments, children’s activities, hobbies, or volunteer work. A work schedule that allows time for community and family interests can be extremely motivating for some employees.

Flextime

A scheduling policy in which full-time employees may choose starting and ending times within guidelines specified by the organization.

Job sharing is a work option in which two part-time employees carry out the tasks associated with a single job. Such arrangements can enable an organization to attract or retain valued employees who want more time to attend school or to care for family members. The job requirements in such an arrangement include the ability to work cooperatively and coordinate the details of one’s job with another person. The “HR How To” box offers ideas for using job sharing and other flexible work arrangements and career paths to make work more motivational.

Job Sharing

A work option in which two part-time employees carry out the tasks associated with a single job.

Although not strictly a form of flexibility for all individual employees, another scheduling alternative is the compressed workweek. A compressed workweek is a schedule in which full-time workers complete their weekly hours in fewer than five days. For example, instead of working eight hours a day for five days, the employees could complete 40 hours of work in four 10-hour days. This alternative is most common,

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but some companies use other alternatives, such as scheduling 80 hours over nine days (with a three-day weekend every other week) or reducing the workweek from 40 to 38 or 36 hours. Employees may appreciate the extra days available for leisure, family, or volunteer activities. An organization might even use this schedule to offer a kind of flexibility—for example, letting workers vote whether they want a compressed workweek during the summer months. This type of schedule has a couple of drawbacks, however. One is that employees may become exhausted on the longer workdays. Another is that if the arrangement involves working more than 40 hours during a week, the Fair Labor Standards Act requires the payment of overtime wages to non-supervisory employees.

Figure 4.7

Alternatives to the 8-to-5 Job

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Telework Flexibility can extend to work locations as well as work schedules. Before the Industrial Revolution, most people worked either close to or inside their own homes. Mass production technologies changed all this, separating work life from home life, as people began to travel to centrally located factories and offices. Today, however, skyrocketing prices for office space, combined with drastically reduced prices for portable communication and computing devices, seem ready to reverse this trend. The broad term for doing one’s work away from a centrally located office is telework, or telecommuting.

For employers, advantages of telework include less need for office space and the ability to offer greater flexibility to employees who are disabled or need to be available for children or elderly relatives. The employees using telework arrangements may have less absences from work than employees with similar demands who must

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commute to work. Telecommuting can also support a strategy of corporate social responsibility because these employees do not produce the greenhouse gas emissions that result from commuting by car. Telework is easiest to implement for people in managerial, professional, or sales jobs, especially those that involve working and communicating on a computer. A telework arrangement is generally difficult to set up for manufacturing workers. A recent survey by WorldatWork found that more than half of teleworkers were men, their median age was 40, and three-quarters had at least some college education. WorldatWork sees in the demographic data evidence that teleworkers tend to be knowledge workers taking advantage of the ability to work wherever they have Internet and computer access.21

HR How To   image

Job Flexibility Makes Work Motivational

The old-fashioned static approach to defining rigid jobs and career paths misses an important reality: people aren’t static. Needs change, interests changes, and skills change. Workers reach points in their lives when they need more time to care for elderly parents or young children. Workers pursue their educations and discover new passions. Workers gain maturity and long to take on new responsibilities. Because of these and other changes, some employees leave organizations to job-hop or to stay home and meet family obligations. In contrast, workers are motivated by jobs that give them flexibility to learn, to adjust their work hours, and to try out new interests. Here are some ideas for making work more motivational:

•   Offer job sharing in situations where pairs of employees are committed to making this arrangement work. Job sharing is not simply a matter of dividing one full-time job into two part-time jobs. The job sharers must work together seamlessly to meet the requirements of a single job, so they must have a strong work ethic and excellent communication skills.

•   Offer “job swaps” in situations where employees highly value learning and career advancement. Such employees may be inclined to engage in job hopping as a way to earn promotions and make work more interesting. Organizations can keep these talented and ambitious people onboard by allowing qualified employees to trade places with an employee in a different department or different location (even another country). Intel Corporation enables job swaps by setting up a database of temporary assignments, such as special projects or openings created when an employee takes a leave, and employees can apply to fill those temporary positions if their supervisor approves.

•   Consider making flexibility a policy, rather than a menu of programs. To be truly flexible, an organization is open to ideas coming from employees themselves. BDO USA, which offers tax, financial, and consulting services to businesses, makes work flexibility a matter of corporate strategy. Employees may set up any arrangement for when and where they work, as long as that arrangement meets the goals of the employee, his or her team, the firm, and its clients.

•   Train managers in managing a flexible workplace. Older managers especially may not be used to the idea that employers can adapt to employees’ needs and interests without sacrificing results. Managers therefore need to learn how to set up various arrangements and how to communicate and keep track of results when employees are not necessarily at the workplace during a specified set of hours.

SOURCES: Lauren Weber and Leslie Kwoh, “Co-Workers Change Places,” The Wall Street Journal, February 21, 2012, http://online.wsj.com; Ellen Weinreb, “How Job Sharing May Be the Secret to Work-Life Balance,” Forbes, October 24, 2011, http://www.forbes.com; “Employers Embracing Programs as Morale Booster, Business Strategy,” HR Focus, September 2011, pp. 1–4.

Given the possible benefits, it is not surprising that telework has been a growing trend. WorldatWork has found growth in the number of teleworkers every year between 2001 and 2008. The number dipped in 2010, but this partly reflected a decline

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in the total number of employed workers. In a 2011 survey by Telework Exchange, 60% of employees said their employers are more positive toward telework than they were the year before. Survey respondents also offered a practical reason for that support: three-quarters of those who teleworked said they accomplished more than when they were at the workplace.22

Designing Ergonomic Jobs

LO 4-8 Explain how organizations apply ergonomics to design safe jobs.

The way people use their bodies when they work—whether toting heavy furniture onto a moving van or sitting quietly before a computer screen—affects their physical well-being and may affect how well and how long they can work. The study of the interface between individuals’ physiology and the characteristics of the physical work environment is called ergonomics . The goal of ergonomics is to minimize physical strain on the worker by structuring the physical work environment around the way the human body works. Ergonomics therefore focuses on outcomes such as reducing physical fatigue, aches and pains, and health complaints. Ergonomic research includes the context in which work takes place, such as the lighting, space, and hours worked.23

Ergonomics

The study of the interface between individuals’ physiology and the characteristics of the physical work environment.

Ergonomic job design has been applied in redesigning equipment used in jobs that are physically demanding. Such redesign is often aimed at reducing the physical demands of certain jobs so that anyone can perform them. In addition, many interventions focus on redesigning machines and technology—for instance, adjusting the height of a computer keyboard to minimize occupational illnesses, such as carpal tunnel syndrome. The design of chairs and desks to fit posture requirements is very important in many office jobs. One study found that having employees participate in an ergonomic redesign effort significantly reduced the number and severity of cumulative trauma disorders (injuries that result from performing the same movement over and over), lost production time, and restricted-duty days.24

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Although employers in all industries are supposed to protect workers under the “general duty” clause, shipyards, nursing homes, grocery stores, and poultry-processing plants are the only four industries for which OSHA has published ergonomic standards.

A recent ergonomic challenge comes from the popularity of mobile devices. As workers find more and more uses for these devices, they are at risk from repetitive-stress injuries (RSIs). Typing with one’s thumbs to send frequent text messages on a smartphone can result in inflammation of the tendons that move the thumbs. Laptop and notebook computers are handy to carry, but because the screen and keyboard are attached in a single device, the computer can’t be positioned to the ergonomically correct standards of screen at eye level and keyboard low enough to type with arms bent at a 90-degree angle. Heavy users of these devices must therefore trade off eyestrain against physical strain to wrists, unless they can hook up their device to an extra, properly positioned keyboard or monitor. Touchscreens pose their own risks. They are typically part of a flat device such as a smartphone or tablet computer, and these are difficult to position for optimal viewing and typing. Using vertically oriented touchscreens causes even more muscle strain than tapping on a screen lying flat. In addition, because touchscreens usually lack the tactile feedback of pressing keys on a keyboard, users tend to strike them with more force than they use on real keys. Attaching a supplemental keyboard addresses this potential source of

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strain. When using mobile devices or any computer, workers can protect themselves by taking frequent breaks and paying attention to their posture while they work.25

The Occupational Safety and Health Administration has a “four-pronged” strategy for encouraging ergonomic job design. The first prong is to issue guidelines (rather than regulations) for specific industries. As of 2012, these guidelines have been issued for the nursing home, grocery store, poultry-processing industries, and shipyards. Second, OSHA enforces violations of its requirement that employers have a general duty to protect workers from hazards, including ergonomic hazards. Third, OSHA works with industry groups to advise employers in those industries. And finally, OSHA established a National Advisory Committee on Ergonomics to define needs for further research. You can learn more about OSHA’s guidelines at the agency’s website, www.osha.gov .

Designing Jobs That Meet Mental Capabilities and Limitations

LO 4-9 Discuss how organizations can plan for the mental demands of a job.

Just as the human body has capabilities and limitations, addressed by ergonomics, the mind, too, has capabilities and limitations. Besides hiring people with certain mental skills, organizations can design jobs so that they can be accurately and safely performed given the way the brain processes information. Generally, this means reducing the information-processing requirements of a job. In these simpler jobs, workers may be less likely to make mistakes or have accidents. Of course, the simpler jobs also may be less motivating. Research has found that challenging jobs tend to fatigue and dissatisfy workers when they feel little control over their situation, lack social support, and feel motivated mainly to avoid errors. In contrast, they may enjoy the challenges of a difficult job where they have some control and social support, especially if they enjoy learning and are unafraid of making mistakes.26 Because of this drawback to simplifying jobs, it can be most beneficial to simplify jobs where employees will most appreciate having the mental demands reduced (as in a job that is extremely challenging) or where the costs of errors are severe (as in the job of a surgeon or air-traffic controller).

There are several ways to simplify a job’s mental demands. One is to limit the amount of information and memorization that the job requires. Organizations can also provide adequate lighting, easy-to-understand gauges and displays, simple-to-operate equipment, and clear instructions. For project management, teamwork, and work done by employees in different locations, organizations may provide social-media tools to simplify information sharing, as described in the “HRM Social” box. Often, employees try to simplify some of the mental demands of their own jobs by creating checklists, charts, or other aids. Finally, every job requires some degree of thinking, remembering, and paying attention, so for every job, organizations need to evaluate whether their employees can handle the job’s mental demands.

Changes in technology sometimes reduce job demands and errors, but in some cases, technology has made the problem worse. Some employees try to juggle information from several sources at once—say, talking on a cell phone while typing, surfing the web for information during a team member’s business presentation, or repeatedly stopping work on a project to check e-mail or Twitter feeds. In these cases, the cell phone, handheld computer, and e-mail or tweets are distracting the employees from their primary task. They may convey important information, but they also break the employee’s train of thought, reducing performance and increasing the likelihood of errors. Research by a firm called Basex, which specializes in the knowledge economy, found that a big part of the information overload problem is recovery time, that is,

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the time it takes a person’s thinking to switch back from an interruption to the task at hand. The Basex researchers found that recovery time is from 10 to 20 times the length of the interruption. For example, after a 30-second pause to check a Twitter feed, the recovery time could be five minutes or longer.27

HRM Social   image

Status Updates Help West Wing Writers Stay on the Same Page

West Wing Writers is a speechwriting firm founded by partners who had worked together writing speeches for Bill Clinton. Today they and the associates they hired write speeches for leaders in business, entertainment, politics, and private charities. They research topics, help generate and refine ideas, and prepare polished speeches for their clients to deliver.

To complete these projects, the members of the firm work together closely, contributing ideas to one another’s projects and editing one another’s work. Yet the work of writing also requires focused thinking without constant interruptions.

That makes it tricky for each writer and project leader to know when is a good time to bring in others to discuss a project, when someone might be available to assist with a new job, and how well current projects are progressing.

The tools of social media have given West Wing Writers an easy way to address all those challenges. The organization bought a time-tracking system called Harvest from a company of the same name. Harvest is basically an online time-sheet with social-media features. Users keep track of their hours by clicking on Start and Stop buttons that time their work on each project. They post status updates to indicate when they are starting and finishing projects. The system is online, so writers can use it from any computer or mobile device with Internet access. Project leaders can quickly check the system to see who is in the middle of a project, who is finishing up, and how long each project is taking.

SOURCES: Harvest, “Time Tracking Made Easy,” http://www.getharvest.com, accessed February 23, 2012; West Wing Writers, “About Us,” http://www.westwingwriters.com, accessed February 23, 2012; Alina Dizik, “It’s 10 A.M. Here’s How to Find Your Workers,” The Wall Street Journal, November 14, 2011, http://online.wsj.com.

Organizations probably can’t design interruption-free jobs, and few employees would want to isolate themselves entirely from the information and relationships available online. But employers can design jobs that empower workers to manage their time—for example, allowing them to schedule blocks of time when they concentrate on work and do not answer phone calls, e-mails, or text messages. Some employees set aside one or two periods during the day when they will open their e-mail programs, read messages, and respond to the messages immediately. Employers also may provide training in communicating efficiently online—for example, writing informative subject lines and avoiding the “Reply All” option in e-mail.28

Information-processing errors also are greater in situations in which one person hands off information to another. Such transmission problems have become a major concern in the field of medicine because critical information is routinely shared among nurses, doctors, and medical technicians, as well as between hospital employees changing shifts. Problems during shift changes are especially likely as a result of fatigue and burnout among employees with stressful jobs.29 A study of handoffs at Yale–New Haven Hospital found that the information conveyed was often informal, incomplete, and vague. One-fourth of the studied hand-offs led to errors in the care given to patients afterward. Pediatrician Ted Sectish has conducted a pilot program to improve information-sharing during hand-offs. After he trained young doctors in teamwork, set up computerized summaries of patients, and established a structure for what information to convey, medical errors fell by 40%.30

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THINKING ETHICALLY

SHOULD EMPLOYERS FRET ABOUT MAKING EMPLOYEES HAPPY?

One consideration in job design is to increase job satisfaction. The expectation is that employees with high job satisfaction will be motivated to do their best. Some managers are interested in taking this idea a step further. They are applying research into what conditions are associated with happiness. By using our knowledge about what makes people happy, the thinking goes, organizations can try to establish the conditions for a happy workforce.

During the past two decades, psychologists have become much more involved in the study of emotions, especially happiness. As one would expect, they have learned that happiness is greater under conditions such as good health and strong relationships. But the difference that comes from any single condition is not large or long lasting. People do, however, sustain happiness when they experience frequent positive events, even minor ones. Therefore, people can add to their happiness with positive activities such as meditation, exercise, good deeds for others, and social interaction. This logic suggests that organizations could add to employees’ happiness by building positive experiences into each day—praise from supervisors, for example, or a time for employees to describe where they have seen acts of kindness at work.

But should employers even take on employee happiness as another project? Time for feel-good activities could take away time from productive activities. And managers might worry that if employees are too comfortable, they won’t be motivated to try hard. Psychology professor Daniel Gilbert has one response to those concerns: “people are happiest when they’re appropriately challenged.” People who aren’t challenge get bored, and boredom reduces happiness. Former Verizon CEO Denny Strigl would agree. He notes, “Good results make happy employees—and not the other way around.”

Questions

1.   What ethical responsibilities do organizations have with regard to employees’ health? To their happiness?

2.   If designing work so that employees will be happier will also make employees more engaged in challenging assignments, should employers address happiness in job design? Should they address happiness if it will instead distract employees from their work? Why or why not?

SOURCES: Gardiner Morse, “The Science behind the Smile,” Harvard Business Review, January–February 2012, pp. 85–90 (interview with Daniel Gilbert); Denny Strigl, “Results Drive Happiness,” HR Magazine, October 2011, p. 113.

SUMMARY

LO 4-1   Summarize the elements of work flow analysis.

The analysis identifies the amount and quality of a work unit’s outputs (products, parts of products, or services). Next, the analyst determines the work processes required to produce the outputs, breaking down tasks into those performed by each person. Finally, the work flow analysis identifies the inputs used to carry out the processes.

LO 4-2   Describe how work flow is related to an organization’s structure.

Within an organization, units and individuals must cooperate to create outputs, and the organization’s structure brings people together for this purpose. The structure may be centralized or decentralized, and people may be grouped according to function or into divisions focusing on particular products or customer groups. A functional structure is most appropriate for people who perform highly specialized jobs and hold relatively little authority. Employee empowerment and teamwork succeed best in a divisional structure.

LO 4-3   Define the elements of a job analysis, and discuss their significance for human resource management.

Job analysis is the process of getting detailed information about jobs. It includes preparation of job descriptions and job specifications. A job description lists the tasks, duties, and responsibilities of a job. Job specifications look at the qualities needed in a person performing the job. They list the knowledge, skills, abilities, and other characteristics that are required for successful performance of a job. Job analysis provides a foundation for carrying out many HRM responsibilities, including work redesign, human resource planning, employee selection and training, performance appraisal, career planning, and job evaluation to determine pay scales.

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LO 4-4   Tell how to obtain information for a job analysis.

Information for analyzing an existing job often comes from incumbents and their supervisors. The Labor Department publishes general background information about jobs in the Dictionary of Occupational Titles and Occupational Information Network (O*NET). Job analysts, employees, and managers may complete a Position Analysis Questionnaire or fill out a survey for the Fleishman Job Analysis System.

LO 4-5   Summarize recent trends in job analysis.

To broaden traditional approaches to job analysis in support of talent management, organizations develop competency models. A competency model identifies and describes all the competencies, or personal capabilities, required for success in a particular occupation or set of jobs. Because today’s workplace requires a high degree of adaptability, job tasks and requirements are subject to constant change. For example, as some organizations downsize, they are defining jobs more broadly, with less supervision of people in those positions. Organizations are also adopting project-based structures and teamwork, which also require flexibility and the ability to handle broad responsibilities.

LO 4-6   Describe methods for designing a job so that it can be done efficiently.

The basic technique for designing efficient jobs is industrial engineering, which looks for the simplest way to structure work to maximize efficiency. Through methods such as time-and-motion studies, the industrial engineer creates jobs that are relatively simple and typically repetitive. These jobs may bore workers because they are so simple.

LO 4-7   Identify approaches to designing a job to make it motivating.

According to the Job Characteristics Model, jobs are more motivating if they have greater skill variety, task identity, task significance, autonomy, and feedback about performance effectiveness. Ways to create such jobs include job enlargement (through job extension or job rotation) and job enrichment. In addition, self-managing work teams offer greater skill variety and task identity. Flexible work schedules and telework offer greater autonomy.

LO 4-8   Explain how organizations apply ergonomics to design safe jobs.

The goal of ergonomics is to minimize physical strain on the worker by structuring the physical work environment around the way the human body works. Ergonomic design may involve modifying equipment to reduce the physical demands of performing certain jobs or redesigning the jobs themselves to reduce strain. Ergonomic design may target work practices associated with injuries.

LO 4-9   Discuss how organizations can plan for the mental demands of a job.

Employers may seek to reduce mental as well as physical strain. The job design may limit the amount of information and memorization involved. Adequate lighting, easy-to-read gauges and displays, simple-to-operate equipment, and clear instructions also can minimize mental strain. Computer software can simplify jobs—for example, by performing calculations or filtering out spam from important e-mail. Finally, organizations can select employees with the necessary abilities to handle a job’s mental demands.

KEY TERMS

competency110

ergonomics119

Fleishman Job Analysis System108

flextime116

industrial engineering112

job100

job analysis103

job description103

job design112

job enlargement114

job enrichment115

job extension114

job rotation114

job sharing116

job specification103

position100

Position Analysis Questionnaire (PAQ)107

work flow design100

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REVIEW AND DISCUSSION QUESTIONS

1. Assume you are the manager of a fast-food restaurant. What are the outputs of your work unit? What are the activities required to produce those outputs? What are the inputs?

2. Based on Question 1, consider the cashier’s job in the restaurant. What are the outputs, activities, and inputs for that job?

3. Consider the “job” of college student. Perform a job analysis on this job. What tasks are required in the job? What knowledge, skills, and abilities are necessary to perform those tasks? Prepare a job description based on your analysis.

4. Discuss how the following trends are changing the skill requirements for managerial jobs in the United States:

a.   Increasing use of social media.

b.   Increasing international competition.

c.   Increasing work-family conflicts.

5. Suppose you have taken a job as a trainer in a large bank that has created competency models for all its positions. How could the competency models help you succeed in your career at the bank? How could the competency models help you develop the bank’s employees?

6. Consider the job of a customer service representative who fields telephone calls from customers of a retailer that sells online and through catalogs. What measures can an employer take to design this job to make it efficient? What might be some drawbacks or challenges of designing this job for efficiency?

7. How might the job in Question 6 be designed to make it more motivating? How well would these considerations apply to the cashier’s job in Question 2?

8. What ergonomic considerations might apply to each of the following jobs? For each job, what kinds of costs would result from addressing ergonomics? What costs might result from failing to address ergonomics?

a.   A computer programmer.

b.   A UPS delivery person.

c.   A child care worker.

9. Modern electronics have eliminated the need for a store’s cashiers to calculate change due on a purchase. How does this development modify the job description for a cashier? If you were a store manager, how would it affect the skills and qualities of job candidates you would want to hire? Does this change in mental processing requirements affect what you would expect from a cashier? How?

10. Consider a job you hold now or have held recently. Would you want this job to be redesigned to place more emphasis on efficiency, motivation, ergonomics, or mental processing? What changes would you want, and why? (Or why do you not want the job to be redesigned?)

EXPERIENCING HR

Divide into groups of four. In your group, develop a job description for your professor’s job. Use your knowledge and assumptions about the tasks, duties, and responsibilities you think are involved. If you have been given time for research, review the chapter for additional ideas on where to gather information for your job description, and use it to improve your job description. Then use your completed job description as a basis for listing job specifications for your professor’s job.

With the whole class, share which tasks, duties, and responsibilities you included in your job description and which knowledge, skills, abilities, and other characteristics you included in your job specifications. Discuss what requirements you define as important and what your professor defines as important. Ask your professor how closely your job description and job specifications match the school’s actual expectations. Was your professor given a job description? Would professors at your school be more effective if the school used the job descriptions and specifications written by you and your classmates? Why or why not? How would you adjust your team’s job description and specifications, based on what you learned from this discussion? Turn in your job description and job specifications for credit on the assignment.

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TAKING RESPONSIBILITY: Job Design for Drivers Keeps UPS on the Road to Energy Efficiency

United Parcel Service is famous for its brown-uniformed drivers behind the wheel of brown delivery trucks. But when it comes to energy consumption, UPS is all green. The company is constantly looking for better fuel-efficient vehicles. Its fleet includes electric, hybrid, and natural-gas vehicles, as well as its standard gasoline-powered trucks. Recently, for example, UPS ordered all-electric vans to deliver packages in Southern California and the Central Valley. Because each van travels the same limited route each day, drivers don’t have to worry about running out of electricity between charges. Between 2000 and 2009, UPS recorded a 10% improvement in the miles per gallon it gets from its delivery vehicles.

UPS drivers are expected to follow very specific guidelines for how to deliver packages. These aim to complete each route in the fastest, most efficient way possible. The company details the route that each vehicle is to follow; the routes avoid left turns, which require time and gas to idle while the driver waits for oncoming traffic to clear. At each stop, drivers are supposed to walk at a “brisk pace” of 2.5 paces per second as they move to and from their truck. They keep this up as they make an average of up to 20 stops an hour to deliver about 500 packages a day.

Until recently, drivers were supposed to carry their key ring on their ring finger, so they would never need to spend time fumbling around in pockets. Now the company has improved on that method: Drivers no longer need to waste time pulling keys out of the ignition and using them to unlock the door to the packages. Instead, UPS is giving drivers a digital-remote fob to wear on their belts. With the new keyless system, drivers stop the truck and press a button to turn off the engine and unlock the bulkhead door. The changes will save 1.75 seconds at each stop. That’s equivalent to an average of 6.5 minutes per driver per day. Besides saving time, the changes save motions by the driver, thus reducing fatigue.

Specific requirements such as these are the result of relentless efforts to improve efficiency. Throughout each day, computers installed in each truck gather data about the truck’s activities: how long it idled, how often it backed up, how far it traveled when it was time for the driver’s break. The computers also record whether drivers wore their seat belts. At the end of each delivery day, industrial engineers analyze the day’s data and look for ways they can save more time, fuel, and money.

The demand to maintain a “brisk pace” is only one reason why jobs for drivers and other workers at UPS can be physically taxing. Besides being able to move quickly, workers are expected to be able to lift packages weighing up to 70 pounds without assistance. Joe Korziuk told a reporter that in more than two decades with UPS, he has enjoyed his jobs driving and washing trucks, but it has taken a toll. He says the surgeries he has had on both knees and a shoulder and the bulging disks in his back are all results of working conditions: “They’re always harping on you and pushing you to go faster and faster.” As a result, he said, he also was injured when boxes fell on his head, causing a concussion. Responding to complaints such as these, the union representing UPS workers in the Chicago area demanded that UPS reduce workloads and take more responsibility for workers’ safety. According to workers, UPS promoted safety and higher efficiency at the same time. Workers trying to keep up with the pace were unable to meet the safety goals. UPS’s response has been that safety is a top priority and injury rates are low for the messenger and courier industry. Officials note that when employees experience even minor on-the-job injuries, they receive training in how to prevent similar injuries in the future.

Despite the safety complaints, UPS is a good employer in the opinion of many workers. Drivers appreciate what they consider to be good wages and benefits.

Questions

1. How do UPS’s goals for environmental sustainability affect its job design?

2. How well does UPS take worker safety into account in its job design? How could the company better incorporate safety into job design in a way that is consistent with the company’s business strategy?

3. Based on the information given, what role would you say motivation plays in the design of drivers’ jobs at UPS? How could the company make its jobs more motivational?

SOURCES: Jennifer Levitz, “Deliver Drivers to Pick Up Pace by Surrendering Keys,” The Wall Street Journal, September 16, 2011, http://online.wsj.com; Kari Lydersen, “UPS Workers Demand New Approach to Safety,” The New York Times, May 6, 2011, Business & Company Resource Center, http://galenet.galegroup.com; Seth Skydel, “Makes Good Sense,” Fleet Equipment, July 2011, Business & Company Resource Center, http://galenet.galegroup.com; David R. Baker, “100 Brown UPS Trucks Going Greener on Inside,” San Francisco Chronicle, August 25, 2011, Business & Company Resource Center, http://galenet.galegroup.com.

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MANAGING TALENT: Why Employees Are Loyal to Bon Secours Health System

Unemployment may persist in other industries, but even through the recent recession, hospitals have struggled to find and keep enough qualified medical professionals on their staffs. The need to provide care 24 hours a day, seven days a week intensifies the problem. Shortages of nurses and other health care workers have been a constant challenge. Therefore, any hospital’s approach to talent management has to include ways to reduce employee turnover.

In Virginia, the Bon Secours Health System meets the challenge with flexible scheduling. The organization runs four hospitals, a separate emergency department, a health center, and a college of nursing. To staff all these facilities, Bon Secours is open to a variety of schedules. Employees may choose to work compressed workweeks of four 10-hour shifts or three 12-hour shifts. They have other choices as well: weekends only (at higher pay), four- or eight-hour shifts, and seven-day workweeks followed by seven-day breaks. Employees who want to work part-time may do so and receive full benefits if they work at least 16 hours a week. These part-time workers are especially important when managers are looking for extra help on busy days.

The scheduling options are popular. In a recent analysis, most Bon Secours employees chose one of these flexible work schedules, with one-fourth opting for temporary or part-time work. In addition, 10% of Bon Secours employees are in job-sharing arrangements, and 3% are engaged in telework.

The variety of schedules reflects management’s recognition that employees have a variety of needs. Newly hired employees fresh out of college may welcome a full-time schedule and be willing to rotate shifts. Employees with children want a schedule that is the same each week and corresponds to times when child care is available. The option of part-time status lets employees adjust their total work hours as family or other needs require. Without that option, some employees would likely quit when full-time work becomes too demanding.

Bon Secours tracks measures that show real benefits from flexible work arrangements. Surveys of employee engagement show that it has risen from 3.6 points out of 5 in 2005 to 4.55 in 2010. During the same period, employee turnover fell dramatically. At 10% per year, turnover among first-year employees is far below the median for hospitals (28.3%). The cost of hiring and training a nurse is estimated to be three times the nurse’s annual salary. At that rate, reducing turnover has a real impact on a hospital’s financial performance.

Another way Bon Secours retains employees is by offering a comprehensive set of benefits. After financial meltdown of 2008, many workers were devastated by the plummeting value of their homes, followed by tight lending standards that shrank the options of people looking for a way out of the mess. Bon Secours responded by offering financial assistance. It set up financial education programs, seminars to help out unemployed family members, an option to receive cash in exchange for working instead of taking time off, and a crisis fund to help out employees experiencing financial difficulties. Other benefits that help Bon Secours employees make ends meet during lean times include college tuition assistance (for employees and family members) and discounts arranged with local businesses.

Employee turnover is not the only area in which job design is linked to the organization’s performance. Bon Secours participates in the Hospital Quality Incentive Demonstration Project, run by the federal government’s Centers for Medicare and Medicaid Services as part of a drive to slow rising costs of health care and improve health care outcomes. The project has identified best practices associated with superior results, and it pays a financial award to participating institutions that can demonstrate they have followed these best practices.

Participating in the program means that designated employees monitor the care given to groups of patients, to make sure practices follow established guidelines. For example, when patients undergo knee or hip replacement surgery, a program coordinator visits them to verify that each has received a set of treatments to prevent blood clots. The hospital also set up measures to ensure that these patients stop receiving antibiotics within 24 hours after the surgery to prevent resistance to the drugs. Such measures are a change from days when hospitals left it up to doctors to ensure that the proper care was delivered to each patient. The more structured approach is associated with lower rates of complications, readmissions, and deaths.

Questions

1. How does Bon Secours make work more motivating?

2. How does Bon Secours address the mental demands of providing quality patient care?

3. How might Bon Secours use competency modeling to improve employee engagement and retention?

SOURCES: Dori Meinert, “The Gift of Time,” HR Magazine, November 2011, pp. 37–41; Amy Jeter, “Bon Secours Health System Earns Bragging Rights,” HamptonRoads.com , February 27, 2011, http://hamptonroads.com; Ellen Galinsky, Tyler Wigton, and Lois Backon, “Creative Management Practices for Making Work Work,” Bloomberg Businessweek, August 28, 2009, http://www.businessweek.com.

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  image  TWITTER FOCUS: Inclusivity Defines BraunAbility’s Products and Its Jobs

Using Twitter, continue the conversation about job analysis and design by reading the BraunAbility case at www.mhhe.com/noefund5e . Engage with your classmates and instructor via Twitter to chat about Ralph Braun and his company using the case questions posed on the Noe website. Don’t have a Twitter account yet? See the instructions for getting started on the Online Learning Center.

NOTES

1.   Karen J. Bannan, “Fancy Footwork,” Adweek, September 13, 2010, EBSCOhost, http://web.ebscohost.com.

2.   Bill Gregar, “Midwest Firms: Jobs Exist, Skills Scarce,” Plastics News, October 17, 2011, Business & Company Resource Center, http://galenet.galegroup.com; Timothy Aeppel, “Man vs. Machine, a Jobless Recovery,” The Wall Street Journal, January 17, 2012, http://online.wsj.com.

3.   J. R. Hollenbeck, H. Moon, A. Ellis, et al., “Structural Contingency Theory and Individual Differences: Examination of External and Internal Person-Team Fit,” Journal of Applied Psychology 87 (2002), pp. 599–606.

4.   Oliver W. Cummings, “What Do Manufacturing Supervisors Really Do on the Job?” Industry Week, February 2010, p. 53.

5.   A. O’Reilly, “Skill Requirements: Supervisor-Subordinate Conflict,” Personnel Psychology 26 (1973), pp. 75–80; J. Hazel, J. Madden, and R. Christal, “Agreement between Worker-Supervisor Descriptions of the Worker’s Job,” Journal of Industrial Psychology 2 (1964), pp. 71–79; and A. K. Weyman, “Investigating the Influence of Organizational Role on Perceptions of Risk in Deep Coal Mines,” Journal of Applied Psychology 88 (2003), pp. 404–12.

6.   L. E. Baranowski and L. E. Anderson, “Examining Rater Source Variation in Work Behavior to KSA Linkages,” Personnel Psychology 58 (2005), pp. 1041–54.

7.   National Center for O*NET Development, “O*NET Products at Work,” Spring 2011, http://www.onetcenter.org.

8.   P. J. Taylor, W. D. Li, K. Shi, and W. C. Borman, “The Transportability of Job Information across Countries,” Personnel Psychology 61 (2008), pp. 69–111.

9.   PAQ Newsletter, August 1989; and E. C. Dierdorff and M. A. Wilson, “A Meta-analysis of Job Analysis Reliability,” Journal of Applied Psychology 88 (2003), pp. 635–46.

10.   E. Fleishman and M. Reilly, Handbook of Human Abilities (Palo Alto, CA: Consulting Psychologists Press, 1992); E. Fleishman and M. Mumford, “Ability Requirements Scales,” in The Job Analysis Handbook for Business, Industry, and Government, ed. S. Gael (New York: Wiley, 1988), pp. 917–35.

11.   W. Cascio, Applied Psychology in Personnel Management, 4th ed. (Englewood Cliffs, NJ: Prentice Hall, 1991).

12.   P. Wright and K. Wexley, “How to Choose the Kind of Job Analysis You Really Need,” Personnel, May 1985, pp. 51–55.

13.   M. Campion, A. Fink, B. Ruggeberg, L. Carr, G. Phillips, and R. Odman, “Doing Competencies Well: Best Practices in Competency Modeling,” Personnel Psychology 64 (2011): 225–262; R. A. Noe, Employee Training and Development, 5e (New York: McGraw-Hill Irwin, 2010); J. Shippmann, R. Ash, M. Battista, L. Carr, L. Eyde, B. Hesketh, J. Kehow, K. Pearlman, and J. Sanchez, “The Practice of Competency Modeling,” Personnel Psychology 53 (2000): 703–740; A. Lucia and R. Lepsinger, The Art and Science of Competency Models (San Francisco: Jossey-Bass, 1999).

14.   M. K. Lindell, C. S. Clause, C. J. Brandt, and R. S. Landis, “Relationship between Organizational Context and Job Analysis Ratings,” Journal of Applied Psychology 83 (1998), pp. 769–76.

15.   D. S. DeRue, J. R. Hollenbeck, M. D. Johnson, D. R. Ilgen, and D. K. Jundt, “How Different Team Downsizing Approaches Influence Team-Level Adaptation and Performance,” Academy of Management Journal 51 (2008), pp. 182–96; Anne Kadet, “‘Superjobs’: Why You Work More, Enjoy It Less,” The Wall Street Journal, May 8, 2011, http://online.wsj.com.

16.   R. Hackman and G. Oldham, Work Redesign (Boston: Addison-Wesley, 1980).

17.   Janet Kidd Stewart, “Support for Nurses, Chance to Change Lives Put Continuum Pediatric Nursing in Good Company,” Chicago Tribune, November 15, 2011, http://www.chicagotribune.com.

18.   Alleen Brown, “Twin Cities Principals See Expanding Job Descriptions and Longer Work Hours,” Twin Cities (MN) Daily Planet, October 30, 2011, http://www.tcdailyplanet.net.

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19.   F. W. Bond, P. E. Flaxman, and D. Bunce, “The Influence of Psychological Flexibility on Work Redesign: Mediated Moderation of a Work Reorganization Intervention,” Journal of Applied Psychology 93 (2008), pp. 645–54.

20.   M. A. Campion, G. J. Medsker, and A. C. Higgs, “Relations between Work Group Characteristics and Effectiveness: Implications for Designing Effective Work Groups,” Personnel Psychology 46 (1993), pp. 823–50.

21.   Andrea Ozias, ed., “Telework 2011: A WorldatWork Special Report,” WorldatWork, July 2011, http://www.worldatwork.org.

22.   Ozias, “Telework 2011”; “What Are Some of the Current Best Practices in Telecommuting?” HR Focus, July 2011, Business & Company Resource Center, http://galenet.galegroup.com.

23.   See, for example, S. Sonnentag and F. R. H. Zijistra, “Job Characteristics and Off-the-Job Activities as Predictors of Need for Recovery, Well-Being, and Fatigue,” Journal of Applied Psychology 91 (2006), pp. 330–50.

24.   D. May and C. Schwoerer, “Employee Health by Design: Using Employee Involvement Teams in Ergonomic Job Redesign,” Personnel Psychology 47 (1994), pp. 861–86.

25.   Franklin Tessler, “The Hidden Danger of Touchscreens,” InfoWorld.com , January 11, 2012, Business & Company Resource Center, http://galenet.galegroup.com.

26.   N. W. Van Yperen and M. Hagerdoorn, “Do High Job Demands Increase Intrinsic Motivation or Fatigue or Both? The Role of Job Support and Social Control,” Academy of Management Journal 46 (2003), pp. 339–48; and N. W. Van Yperen and O. Janssen, “Fatigued and Dissatisfied or Fatigued but Satisfied? Goal Orientations and Responses to High Job Demands,” Academy of Management Journal 45 (2002), pp. 1161–71.

27.   Jonathan Spira, “Information Overload: None Are Immune,” Information Management, September/October 2011, p. 32.

28.   Ibid.; Sharon Ann Holgate, “Conquering Information Overload,” Science Careers, November 4, 2011, http://sciencecareers.sciencemag.org.

29.   L. E. LaBlanc, J. J. Hox, W. B. Schaufell, T. W. Taris, and M. C. W. Peters, “Take Care! The Evaluation of a Team-Based Burnout Intervention Program for Oncology Health Care Providers,” Journal of Applied Psychology 92 (2007), pp. 213–27.

30.   Darshak Sanghavi, “The Last of the All-Nighters,” The New York Times Magazine, August 7, 2011, Business & Company Resource Center, http://galenet.galegroup.com.

t4

 

  image  TWITTER FOCUS: Inclusivity Defines BraunAbility’s Products and Its Jobs

Ralph Braun built his company out of his creativity in meeting his own personal needs. Growing up in rural Indiana, Braun had difficulty climbing stairs, and doctors diagnosed him with spinal muscular atrophy. At age 14, Braun needed a wheelchair to get around. He was disappointed but developed his mechanical aptitude, honed by years of helping his uncles fix motorcycles and race cars, and used it to build himself a battery-powered scooter. With the scooter, Braun was able to navigate his way around a job at an automotive supply factory, where co-workers would ask him to build something similar for their family members and acquaintances. Later, for better transportation to and from the job, Braun figured out how to convert a Dodge van with a lift so he could enter the van on his scooter and drive it from there. Again, people saw the van and asked for something similar. Eventually, Braun took all his earnings from scooters and van conversions and started Save-A-Step Manufacturing, later named BraunAbility, which has become the world’s largest maker of wheelchair-accessible vans and wheelchair lifts.

The passion and purposefulness of the company’s founder are reflected in the structure of BraunAbility’s jobs and work. Recruiting is inclusive, with an especially great appreciation for the potential of disabled workers. Cindy Garnett, the company’s director of human resources, notes that a person with a disability has to go through life solving accessibility problems creatively, so that person is likely to have become a great innovator. Wherever possible, work schedules are tailored to employees’ needs. Many employees have flexible schedules, working their choice of eight hours between 7:00 a.m. and 6:00 p.m. Some employees telecommute full-time or part-time. Even production workers, who must coordinate their tasks as vans move from one work station to the next, have flexibility to negotiate arrangements that work for them as a group. They told the company that they wanted just a couple of short breaks during the day instead of a long lunch break, so they could leave earlier. BraunAbility went along with the idea.

As you might expect from a company founded by a creative man, innovation is valued over hierarchy at BraunAbility. On a typical day, Ralph Braun tours the facility in his wheelchair, observing the work and talking to production workers and staff. Garnett says, “If anyone has an idea, that person is listened to.” For example, an employee suggested that, rather than going through the process of safely disposing of leftover paint, workers use it to paint the vehicle floors under the carpet, for a little additional protection of the vehicle. The company readily adopted the suggestion.

Along with feeling respected, workers at BraunAbility feel their work matters to society. In Garnett’s words, because the company’s vans make it possible to travel independently, employees “know that they’re changing the lives of people with disabilities with every product that goes out the door.”

Questions

1. In what ways is work at BraunAbility motivating? What other features of motivating work might BraunAbility be able to offer its employees?

2. What place would efficient job design have in a company like BraunAbility? How could BraunAbility improve job efficiency in a way that is consistent with the company’s emphasis on inclusiveness and flexibility?

3. Imagine that you work with the HR director at BraunAbility, and she has asked you to suggest some ways to reinforce employees’ sense that their jobs have an important positive impact on others. What would you suggest?

SOURCES: “Collaboration, Inclusion Help Create That ‘Small-Town’ Feeling,” white paper, HR.BLR.com, January 18, 2010, http://hr.blr.com; “How I Did It: Ralph Braun of BraunAbility,” Inc., December 1, 2009, http://www.inc.com; and “BraunAbility Launches EntervanXT to Accommodate Needs of Taller Wheelchair and Scooter Users,” Marketing Weekly News, October 10, 2009, Business & Company Resource Center, http://galenet.galegroup.com.

 
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Help Fix Sections Of My Paper

Developing a Forecasting System:

 

Forecasting follows seven basic steps: (1) Determine the use of the forecast; (2) Select the items to be forecasted; (3) Determine the time horizon of the forecast; (4) Select the forecasting model(s); (5) Gather the data needed to make the forecast; (6) Make the forecast; (7) Validate and implement the results

Identify at least three supply chain risk:

 

Supply Chain Risks and Tactics

RISK RISK REDUCTION TACTICS EXAMPLE
Supplier failure to deliver Use multiple suppliers; effective contracts with penalties; subcontractors on retainer; pre-planning McDonald’s planned its supply chain 6 years before its opening in Russia. Every plant—bakery, meat, chicken, fish, and lettuce—is closely monitored to ensure strong links.
Supplier quality failures Careful supplier selection, training, certification, and monitoring Darden Restaurants has placed extensive controls, including third-party audits, on supplier processes and logistics to ensure constant monitoring and reduction of risk.
Logistics delays or damage Multiple/redundant transportation modes and warehouses; secure packaging; effective contracts with penalties Walmart, with its own trucking fleet and numerous distribution centers located throughout the U.S., finds alternative origins and delivery routes bypassing problem areas.
Distribution Careful selection, monitoring, and effective contracts with penalties Toyota trains its dealers around the world, invoking principles of the Toyota Production System to help dealers improve customer service, used-car logistics, and body and paint operations.
Information loss or distortion Redundant databases; secure IT systems; training of supply chain partners on the proper interpretations and uses of information Boeing utilizes a state-of-the-art international communication system that transmits engineering, scheduling, and logistics data to Boeing facilities and suppliers worldwide.
Political Political risk insurance; cross-country  

 

TQM:

seven concepts for an effective TQM program: (1) continuous improvement, (2) Six Sigma, (3) employee empowerment, (4) benchmarking, (5) just-in-time (JIT), (6) Taguchi concepts, and (7) knowledge of TQM tools.

 

Cause and effect diagram:

Hypothetical Process Map:

Lean Manufactured:

Look it up and add a little more.

Triple Bottom Line:

Managers must consider how the products and services they make affect the people and environment in which they operate. Certainly firms must provide products and services that are innovative and attractive to buyers. But customers and policy makers are savvier than ever in obtaining information about the companies that make these products.

Internet-based technologies today allow consumers, communities, public interest groups, and regulators to be well informed about an organization’s performance. As a result, these stakeholders have strong views about firms that fail to respect the environment, take advantage of less fortunate societies, or engage in unethical conduct. Firms need to consider all the implications of a product—from design to disposal.

Many companies now realize that “doing what’s right” and doing it properly can be beneficial to all stakeholders. Companies that practice corporate social responsibility (CSR) introduce policies that consider environmental, societal, and financial impacts in their decision making. Operations functions—from supply management to product design to packaging—play a profound role in meeting CSR goals.

Sustainability is often associated with corporate social responsibility. The term sustainability refers to meeting the needs of the present without compromising the ability of future generations to meet their needs. Many people who hear of sustainability for the first time think of green products or “going green”—recycling, global warming, and saving rainforests. This is certainly part of it. However, it is more than this. True sustainability involves thinking not only about environmental resources but also about employees, customers, community, and the company’s reputation. Three concepts may be helpful as managers consider sustainability decisions: a systems view, the commons, and the triple bottom line.

Managers may find that their decisions regarding sustainability improve when they take a systems view. This means looking at a product’s life from design to disposal, including all the resources required. Recognizing that both raw materials and human resources are subsystems of any production process may provide a helpful perspective. Similarly, the product or service itself is a small part of much larger social, economic, and environmental systems. Indeed, managers need to understand the inputs and interfaces between the interacting systems and identify how changes in one system affect others. For example, hiring or laying off employees can be expected to have morale implications for systems in an organization, as well as socioeconomic implications for external systems. Similarly, dumping chemicals down the drain has implications on other systems. Once managers understand that the systems immediately under their control have interactions with systems below them and above them, more informed judgments regarding sustainability can be made.

Many inputs to a production system have market prices, but others do not. Those that do not are those held by the public, or in the common. Those resources held in the common are often misallocated. Examples include depletion of fish in international waters and polluted air and waterways. The attitude seems to be that just a little more fishing or a little more pollution will not matter, or the adverse results may be perceived as someone else’s problem. Society is still groping for solutions for use of those resources in the common. The answer is slowly being found in a number of ways: (1) moving some of the common to private property (e.g., selling radio frequency spectrum), (2) allocation of rights (e.g., establishing fishing boundaries), and (3) regulation. As managers understand the issues of the commons, they have further insight about sustainability and the obligation of caring for the commons.

Triple Bottom Line

Firms that do not consider the impact of their decisions on all of their stakeholders see reduced sales and profits. Profit maximization is not the only driver by which to measure success. A one-dimensional bottom line, profit, will not suffice; the larger socioeconomic systems beyond the firm demand more. One way to think of sustainability is to consider the systems necessary to support the triple bottom line of the three Ps: people, planet, and profit (see Figure S5.1 ), which we will now discuss.

Companies are becoming more aware of how their decisions affect people—not only their employees and customers but also those who live in the communities in which they operate. Most employers want to pay fair wages, offer educational opportunities, and provide a safe and healthy workplace. So do their suppliers. But globalization and the reliance on outsourcing to suppliers around the world complicate the task. This means companies must create policies that guide supplier selection and performance. Sustainability suggests that supplier selection and performance criteria evaluate safety in the work environment, whether living wages are paid, if child labor is used, and whether work hours are excessive. Apple, GE, Procter & Gamble, and Walmart are examples of companies that conduct supplier audits to uncover any harmful or exploitative business practices that are counter to their sustainability goals and objectives.

Improving the Triple Bottom Line with Sustainability

Recognizing that customers increasingly want to know that the materials in the products they buy are safe and produced in a responsible way, Walmart initiated the development of the worldwide sustainable product index for evaluating the sustainability of products. The goals of that initiative are to create a more transparent supply chain, accelerate the adoption of best practices, and drive product innovation.

Walmart found a correlation between supply-chain transparency, positive labor practices, community involvement, and quality, efficiency, and cost. Walmart is committed to working with its suppliers to sell quality products that are safe, that create value for customers, and that are produced in a sustainable way. The firm is accomplishing this in four ways:

1. Improving livelihoods through the creation of productive, healthy, and safe workplaces and promoting quality of life

2. Building strong communities through access to affordable, high-quality services such as education and job training that support workers and their families

3. Preventing exposure to substances that are considered harmful or toxic to human health

4. Promoting health and wellness by increasing access to nutritious products, encouraging healthy lifestyles, and promoting access to health care

Walmart’s CEO has said that companies that are unfair to their people are also likely to skimp on quality and that he will not continue to do business with those suppliers.

Accordingly, operations managers must consider the working conditions in which they place their employees. This includes training and safety orientations, before-shift exercises, ear plugs, safety goggles, and rest breaks to reduce the possibility of worker fatigue and injury. Operations managers must also make decisions regarding the disposal of material and chemical waste, including hazardous materials, so they don’t harm employees or the community.

Planet

When discussing the subject of sustainability, our planet’s environment is the first thing that comes to mind, so it understandably gets the most attention from managers. Operations managers look for ways to reduce the environmental impact of their operations, whether from raw material selection, process innovation, alternative product delivery methods, or disposal of products at their end-of-life. The overarching objective for operations managers is to conserve scarce resources, thereby reducing the negative impact on the environment. Here are a few examples of how organizations creatively make their operations more environmentally friendly:

· ▶ S.C. Johnson, the company that makes Windex, Saran Wrap, Pledge, Ziploc bags, and Raid, developed Greenlist, a classification system that evaluates the impact of raw materials on human and environmental health. By using Greenlist, S.C. Johnson has eliminated millions of pounds of pollutants from its products.

· ▶ Thirty-one public school districts across the state of Kentucky operate hybrid electric school buses. They estimate fuel savings as high as 40%, with fuel mileage of 7.5 mpg increasing to 12 miles per gallon, relative to standard diesel buses.

· ▶ BMW designs automobiles with recycled materials and with materials that can be recycled or reused after the vehicle has reached its end-of-life. BMW recycles and reuses many of its plastic components for its newer automobiles to reduce the amount of waste headed for landfills.

To gauge their environmental impact on the planet, many companies are measuring their carbon footprint. Carbon footprint is a measure of the total greenhouse gas (GHG) emissions caused directly and indirectly by an organization, a product, an event, or a person. A substantial portion of greenhouse gases are released naturally by farming, cattle, and decaying forests and, to a lesser degree, by manufacturing and services. The most common greenhouse gas produced by human activities is carbon dioxide, primarily from burning fossil fuels for electricity generation, heating, and transport. Operations managers are being asked to do their part to reduce GHG emissions.

Industry leaders such as Frito-Lay have been able to break down the carbon emissions from various stages in the production process. For instance, in potato chip production, a 34.5-gram (1.2 ounce) bag of chips is responsible for about twice its weight in emissions—75 grams per bag (see Figure S5.2 ).

Social and environmental sustainability do not exist without economic sustainability. Economic sustainability refers to how companies remain in business. Staying in business requires making investments, and investments require making profits. Though profits may be relatively easy to determine, other measures can also be used to gauge economic sustainability. The alternative measures that point to a successful business include risk profile, intellectual property, employee morale, and company valuation. To support economic sustainability, firms may supplement standard financial accounting and reporting with some version of social accounting. Social accounting can include brand equity, management talent, human capital development and benefits, research and development, productivity, philanthropy, and taxes paid.

 
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Management Assay.

The objective of the paper is for you to gain an understanding of your strengths and weaknesses as a manager and employee, so that you may understand your own behavior.

Write and submit a 3 – 5 page paper, which should be in APA format (Times New Roman, size 12, double-spaced and all necessary citations with reference page) of what you learned about yourself from the result of the tests and the course. No need to submit the original tests and results.

Please note, any self-reflection papers that do not meet the assignment instructions will receive an automatic 10% deduction.

You should write based on the file that I attached and your outline should focus on the following questions:

o What are my strengths? How will these strengths help me manage and work with others more successfully?

o What are my weaknesses? How will these weaknesses, if not improved upon, get in my way of success?

o What was I most surprised about in taking these assessments and why? What did I learn about myself that I did not know before taking the assessments?

o How can I use this information going forward?

The deadline is within 24 hours.

Thank you for reading and have a good one!

 
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Deliverable 3 – Confidence Intervals

Competency

Given a real-life application, develop a confidence interval for a population parameter and its interpretation.

Instructions

Scenario (Information repeated for deliverable 01, 03, and 04)

A major client of your company is interested in the salary distributions of jobs in the state of Minnesota that range from $25,000 to $200,000 per year. As a Business Analyst, your boss asks you to research and analyze the salary distributions. You are given a spreadsheet that contains the following information:

  • A listing of the jobs by title
  • The salary (in dollars) for each job

You have previously explained some of the basic statistics to your client already, and he really liked your work. Now he wants you to analyze the confidence intervals.

Background information on the Data

The data set in the spreadsheet consists of 364 records that you will be analyzing from the Bureau of Labor Statistics. The data set contains a listing of several jobs titles with yearly salaries ranging from approximately $25,000 to $200,000 for the state of Minnesota.

What to Submit

Your research and analysis should be presented on the Word document provided. All calculations and work should be provided on a separate Excel workbook that should be submitted to your boss as well.

 
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Tasks 1 & 2

TASK 1            Assignment: Hot Seat Case – Negotiation (Two page)

Read the Manager’s Hot Seat Negotiation. Participate with the interactive questions during the reading answer and submit the following questions via this activity.

1.  Without planning and determination of one’s initial offer, target point, and resistance point, a negotiator may be at a disadvantage during the negotiation. What evidence of planning was demonstrated by Alisa and Katherine?

2.  For both Alisa and Katherine, describe how planning impacted their ability to successfully negotiate.

3.  What aspects of the distributive and integrative bargaining approaches did Katherine demonstrate during the negotiation? Justify your answer with examples from the scenario.

4.  What aspects of the distributive and integrative bargaining approaches did Alisa demonstrate during the negotiation? Justify your answer with examples from the scenario.

5.  What is the superordinate goal in this situation? How would a discussion of this goal aid the negotiation process?

6.  Katherine discussed a potential solution (bonus sharing) that had not previously been discussed before. Is this an example of “unlawful circumvention” according to labor laws? Why or why not?

7.  Assume Katherine refused to make a concession to Alisa’s request. According to the National Labor Code, could Alisa organize a strike?

8.  Assume you are representing management (like Katherine in this scenario). What exactly would you do in this situation? Indicate a specific example for each of the key negotiator behaviors.

 

Task 2            Module Review Questions ( Two page)

These review questions will identify a few key topics from the chapters and learning objectives in Module 8. Answer all four questions.

1.  What does it take to be a successful mediator?

2.  If preventable violence takes place in the workplace, is the employer legally liable?

3.  The approach to EAPs has changed since they were first introduced around 1950. What is the new philosophy regarding EAPs?

4.  What is a sweetheart contract?

 
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Business Analysis And System Recommendation Stage 3

Before you begin work on this assignment, be sure you have read the Case Study and reviewed the feedback received on your Stage 1 and 2 assignments.

Overview

As the business analyst in the CIO’s department of Maryland Technology Consulting (MTC), your next task in developing your Business Analysis and System Recommendation (BA&SR) Report is to develop a set of requirements for the hiring system.

Assignment – BA&SR Section III. Requirements

The first step is to review any feedback from previous stages to help improve the effectiveness of your overall report and then add the new section to your report. Part of the grading criteria for Stage 4 includes evaluating if the document is a very effective and cohesive assemblage of the four sections, is well formatted and flows smoothly from one section to the next. For this assignment, you will add Section III of the Business Analysis and System Recommendation (BA&SR) Report to your Sections I and II. In this section you will identify requirements for the new hiring system. This analysis leads into Section IV. System Recommendation of the BA&SR (Stage 4 assignment) that will analyze a proposed IT solution to ensure it meets MTC’s organizational strategy and fulfills its operational needs.

Using the case study, assignment instructions, Content readings, and external research, develop your Section III. Requirements. The case study tells you that the executives and employees at Maryland Technology Consultants (MTC) have identified a need for an effective and efficient applicant tracking or hiring system. As you review the case study, use the assignment instructions to take notes to assist in your analysis. In particular, look for information in the interviews to provide stakeholder interests and needs.

Use the outline format, headings and tables provided and follow all formatting instructions below.

III. Requirements

A. Stakeholder Interests – Review the interest or objectives for the new hiring system for each stakeholder listed below based on his or her organizational role and case study information. Consider how the technology will improve how his/her job is done; that is, identify what each of the stakeholders needs the system to do. Then to complete the table below, use information from the stakeholder interviews and identify one significant challenge or problem for each stakeholder related to the current hiring process (not their future expectations). Then explain how a system could address their problems. Do not define what that position does in the organization. (Provide an introductory sentence for this section, copy the table below and complete the two columns with 1-2 complete sentences for each role in each column.)

 

Role

 

Specific problem related to the current hiring process

 

How a technology solution to support the hiring process could address the problem

 

1. CEO

 

2. CFO

 

3. CIO

 

4. Director of Human Resources

5. Manager of Recruiting

 

6. Recruiters

 

7. Administrative Assistant

 

8. Hiring Manager (Functional supervisor the new employee would be working for.)

 

B. Defining Requirements – The next step is to identify the essential requirements for the information system. In addition to the stakeholder interests identified above, review the Case Study, especially the interviews, highlighting any statements that tell what the person expects or needs the system to do. User requirements express specifically what the user needs the system to do. This can be in terms of tasks the users need to perform, data they need to input, what the system might do with that data input, and output required. System performance requirements express how the system will perform in several performance areas and security. As a member of the CIO’s organization, you will use your professional knowledge to Identify 5 User Requirements (including one specifically related to reporting) and 5 System Performance Requirements (including 2 security-related requirements). Refer to Week 5 content on requirements; security requirements are covered in Week 6. Additional research can expand your knowledge of these areas.

Once you have identified the 10 requirements, evaluate each one using the criteria below and create 10 well-written requirements statements for the new hiring system.

The requirement statement:

· Is a complete sentence, with a subject (system) and predicate (intended result, action or condition).

· Identifies only one requirement; does not include the words “and,” “also,” “with,” and “or.”

· For User Requirements, states what tasks the system will support or perform.

· For System Performance Requirements, states how the system will perform.

· Includes a measure or metric that can be used to determine whether the requirement is met (time or quantity), where appropriate.

· Is stated in positive terms and uses “must” (not “shall,” “may” or “should”); “the system must xxxx” not “the system must not xxx”.

· Avoids the use of terms that cannot be defined and measured, such as “approximately,” “robust,” “user friendly,” etc.

· Is achievable and realistic; avoids terms such as “100% uptime,” or “no failures”.

For a full requirement specification, there will be many requirements statements; you only need to provide the number of requirements identified for each category. Do not provide generic statements but relate to the needs of MTC to improve its hiring process.

(Provide an introductory sentence, copy the table, and complete the Requirements Statement and Stakeholder columns. No additional information should be entered into the first column, Requirement ID.)

 

Requirement ID

 

Requirement Statement

 

Stakeholder

(Position and Name from Case Study that identified this requirement)

 

User Requirements – (What the user needs the system to do)

 

 

 

EXAMPLE PROVIDED – (Retain text but remove this label and gray shading in your report)

 

The system must store all information from the candidate’s application/resume in a central applicant database.

 

Recruiter – Peter O’Neil

 

1.5. (Reporting-Output of organized information retrieved from the system)

 

System Performance Requirements – (How the system will perform)

 

EXAMPLE PROVIDED – (Retain text but remove this label and gray shading in your report)

 

The system must be implemented as a Software as a Service solution.

 

CIO – Raj Patel

 

 

4. (Security)

 

5. (Security)

 

Formatting Your Assignment

Consider your audience – you are writing in the role of an MTC business analyst and your audience is MTC and your boss, the CIO. Don’t discuss MTC as if the reader has no knowledge of the organization. Use third person consistently throughout the report. In third person, the writer avoids the pronouns I, we, my, and ours. The third person is used to make the writing more objective by taking the individual, the “self,” out of the writing. This method is very helpful for effective business writing, a form in which facts, not opinion, drive the tone of the text. Writing in the third person allows the writer to come across as unbiased and thus more informed.

· In Stage 3, you are preparing the third part of a 4-stage report. Use the structure, headings, and outline format provided here for your report. Use the numbering/lettering in the assignment instructions as shown below.

III. Requirements

A. Stakeholder Interests

B. Defining Requirements

· Begin with Sections I and II, considering any feedback received, and add to it Section III.

· Write a short concise paper: Use the recommendations provided in each area for length of response. It’s important to value quality over quantity. Section III should not exceed 3 pages.

· Content areas should be double spaced; table entries should be single-spaced.

· To copy a table: Move your cursor to the table, then click on the small box that appears at the upper left corner of the table to highlight the table; right click and COPY the table; put the cursor in your paper where you want the table and right click and PASTE the table.

· Ensure that each of the tables is preceded by an introductory sentence that explains what is contained in the table, so the reader understands why the table has been included.

· Continue to use the title page created in Stage 1 that includes: The company name, title of report, your name, Course and Section Number, and date of this submission.

· Use at least two resources with APA formatted citation and reference for this Stage 3 assignment. Use at least one external reference and one from the course content. Course content should be from the class reading content, not the assignment instructions or case study itself. For information on APA format, refer to Content>Course Resources>Writing Resources.

· Add the references required for this assignment to the Reference Page. Additional research in the next stage will be added to this as you build the report. The final document should contain all references from all stages appropriately formatted and alphabetized.

· Running headers are not required for this report.

· Compare your work to the Grading Rubric below to be sure you have met content and quality criteria.

· Submit your paper as a Word document, or a document that can be read in Word. Keep tables in Word format – do not paste in graphics.

· Your submission should include your last name first in the filename: Lastname_firstname_Stage_3

 
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HRM – W4-D1

Discussion 1:

Question:

You are the HR manager for a commercial airline. You have been assigned to develop a realistic job preview for flight attendants. Your objective is to give a balanced picture of the job so that applicants will better understand what they will be asked to do. Job duties, schedules, and other facets of the job should all be well understood early in the recruiting process to avoid poor P/E fit later on.

1. How would you gather information about the job context and environment? Explain what sources you would use and why.

2. How could you use technology to show the positive and negative aspects of the job

 

 

An occupation of an airline steward is one of suffering extended periods, with little pay. The activity appears to be impressive., however it has its very own everyday undertakings that are dull in nature. It is moving to travel various nations. In any case, when others are on an excursion of are on a work excursion and getting a breath on plane, the airline stewards are buckling down.

 

On the off chance that I am selecting airline stewards, I will have their desires altogether set. I would demand a progression of tests, including recreations of long flight ventures (de Brito Neto, Smith and Pedersen, 2014), consistent solicitations from explorers and uneasy or fierce flight rides. I might want to know their examination of these encounters and would enlist them dependent on the equivalent (de Brito Neto, Smith and Pedersen, 2014).

 

The main test would be a trial of one’s bent. Inclination is significant in a vocation when a representative is the essence of the organization (Yang and Yang, 2018). As airline stewards these workers will be the substance of the organization (Yang and Yang, 2018). Next, I would get ready tests in a way that the tests are taken in odd hours of the night. Airline stewards will frequently have unspecialized temp job hours. I would likewise test them for their language aptitudes. What I would not test them vigorously on is their insight into the business. Airline steward isn’t required to be an exceptionally investigative of a key job. Thus, hands on preparing will enable them to make up for lost time with industry information and inner systems of flight tasks.

 

 

 

 

 

 

Discussion 2:

Question:

You are the HR manager for a commercial airline. You have been assigned to develop a realistic job preview for flight attendants. Your objective is to give a balanced picture of the job so that applicants will better understand what they will be asked to do. Job duties, schedules, and other facets of the job should all be well understood early in the recruiting process to avoid poor P/E fit later on.

1. How would you gather information about the job context and environment? Explain what sources you would use and why.

2. How could you use technology to show the positive and negative aspects of the job

 

Human resource manager is present in every company who will guide and showcase how an organization work and realistic job previews will help pre-hiring assessment. So that we can get an overall idea of flight attendant job requirements. Moreover, sources that would be useful for information gathering are end customers because they have direct interaction with flight attendants. Furthermore, log sheets of flight attendants that contain data about their assignments and time spent on each task give an idea of their schedule for a better recruiting process. On the other hand, technology will help in both positive and negative way with respect to the job like using data analytics that will show the flight attendants issues and latest technologies like artificial intelligence which will screen the candidates and the selected candidates for interview will be sent an email with YouTube link that will show a demo of flight attendant day to day duties (Rosenau, M. D., & Githens, G. D. (2011)).

In addition, sites like LinkedIn and so on will give an idea about how the market is doing with similar flight attendant job profiles. Preparing a job preview for any kind of job is a little tough task to work with. It’s not easy to communicate the exact requirement in the job requirement preview. A flight attendant job is not an easy one though it comes with a lot of perks. The requirements for flight attendants jobs vary in a huge way. One of the ways to prepare a job preview is to categorize the need in a clear way so that the applicant will know what the job requires and if he/she has that particular skill set (Dik, B. J., & Duffy, R. D. (2012)).

 
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Choose One Of The Following Case Studies To Review.(Case Study PDF’s Attached)

IT CASE STUDIES FOR RESEARCH

  •  Pigni, F., Bartosiak, M., Piccoli, G., & Ives, B. (2018). Targeting target with a 100 million dollar data breach. Journal of Information Technology Teaching Cases, 8(1), 9-23. doi:http://dx.doi.org/10.1057/s41266-017-0028-0
  •  Petalidis, N. (2018). Lessons from attempting to backsource a government IT system. Journal of Information Technology Teaching Cases, 8(1), 90-96. doi:http://dx.doi.org/10.1057/s41266-017-0026-2
  •  Babin, R., Khan, M. S., & Stewart, K. (2018). An IT outsourcing dilemma at sick kids hospital. Journal of Information Technology Teaching Cases, 8(1), 81-89. doi:http://dx.doi.org/10.1057/s41266-017-0027-1

Write a 4-5 page paper; 6-7 pages with cover and references pages. The following things should be included in your paper:

  • Answer the questions at the end of the case study. Create a unique header (not the question itself) that addresses the answer to the question presented.
    • For instance; if the question is… “What is the top emerging tech of 2020?” For a header, you would have – 2020 Top Emerging Trend.
    • Personal thoughts about this case – this is the ONLY section that you may write in first person. Unless noted – all APA papers should be written in 3rd person – a neutral voice.

TEACHING CASE

Lessons from attempting to backsource a government IT system

Nicholaos Petalidis1

Published online: 16 November 2017

� Association for Information Technology Trust 2017

Abstract Backsourcing is not a common term and refers to

the process of taking back development of a system that

was previously outsourced. Even though the term is not a

common one, the process that it describes is. Businesses try

to reverse outsourcing and start insourcing all the time. The

process however is not cost free and certainly is not paved

with roses. Herein we report from our own experience of

trying to backsource the development and maintenance of a

large information system, focusing on the technical prob-

lems encountered. The novel aspect of this paper is that it is

one of the few that provide insights into the specifics that

one has to include in any outsourcing contract, for back-

sourcing to be possible.

Keywords Code comprehension � Software maintenance � Backsourcing � E-government � Technology management

Introduction

Backsourcing refers to the process of bringing previously

outsourced operations back. Backsourcing occurs when

outsourcing is deemed as unsuccessful, or when a company

wants to take back control of its own operations. Solli-

Sæther and Gottschalk (2015) reported that 34% of the

firms surveyed in the US and Canada had backsourced at

one point. Contrary to what one would expect then, the

literature looking into the problems of this process is scant.

Most of the published literature on the subject, like –

Akoka and Comyn-Wattiau (2006), Whitten and Leidner

(2006), or Wong and Jaya (2008), narrowly focuses only

on the reasons behind backsourcing.

Akoka and Comyn-Wattiau (2006) present a framework

to understand the antecedent of backsourcing and clarify

why organisations backsource. Similarly, in Whitten and

Leidner (2006) the factors that are associated with the

decision to backsource or switch vendors are examined.

Similar research is also presented in Wong and Jaya

(2008), which examines the factors that drive organisations

towards backsourcing.

In Solli-Sæther and Gottschalk (2015), a stages-of-

growth model is proposed and it is argued that the constant

move of services from an in-house function to an out-

sourced and offshored function and finally to a backsourced

function is an evolution path and not simply a return to the

beginning.

There are very few studies or case studies that look into

the problems that one can expect when attempting to

backsource: Butler et al. (2011) present a case study of an

organisation that had backsourced its IT department. The

authors look into the different phases of the backsourcing

process, concluding that the research on the transitional

phase from one mode of operation to the other has attracted

little attention so far.

Two case studies of IT backsourcing are also presented

in Kotlarsky and Bognar (2012). One of these studies

looked into the backsourcing of an IT service, whereas the

other one looked into the backsourcing of an IT product

development. The focus of both case studies, though, is the

process through which backsourcing occurred and not the

problems that the projects faced.

The challenges of backsourcing information systems in

the case of government organisations are presented in

& Nicholaos Petalidis npetalid@teicm.gr

1 Department of Informatics Engineering, TEI of Central

Macedonia, Serres, Greece

J Info Technol Teach Cases (2018) 8:90–96

DOI 10.1057/s41266-017-0026-2

 

 

Samsudin et al. (2012). The study is based on interviews

contacted with government agencies and focuses on the

process that an agency should follow, suggesting that a

knowledge transfer should start at least a year earlier from

when the actual backsourcing takes place. Finally, in Nu-

jen et al. (2015) a specific strategy is suggested to be fol-

lowed in order to re-integrate knowledge coming back into

the organisation.

Thus, with the exception of Samsudin et al. (2012)

and Nujen et al. (2015), all of the studies try to answer the

why of backsourcing, providing little insight into the how.

Nujen et al. (2015) on the other hand do not focus on IT-

specific problems, whereas Samsudin et al. (2012) present

findings from information gathered through questionnaires

from external observers.

This report, similarly to Samsudin et al. (2012), also

looks into the case of backsourcing an e-government ser-

vice. However, unlike Samsudin et al. (2012), it is based

on first-hand experience and presents the resultant guide-

lines to help avoid the problem of knowledge re-integration

and increase the chances of backsourcing success.

In the next section, the environment under which the

backsourcing was attempted is described, followed by a

section that presents the backsourcing attempt. Conclusions

are presented in the final section.

Background

Despite the push for the use of open source software in the

public sector during the later years, a large number of

government agencies still base their operations on custom-

made software that is outsourced to private contractors.

The case study in this report focuses on such a government

agency. The agency in question has a multitude of IT

systems, the development and operation of which have

been outsourced. The agency has an IT department, but so

far the department has tackled only the development of

considerably smaller projects.

The particular system to which this case study refers has

been under development for at least a decade. In its current

state, the system consists of a number of PL/SQL databases

and their associated Java-based back end with a Javascript-

based front end. Most of the logic of the system is however

implemented at the database level as stored procedures.

This is typical of many government IT systems, although

the one in question is probably one of the bigger ones in the

Greek public sector. For each new version, more than 3000

tables and 3 million lines of Oracle PL/SQL code are

added, even though it seems that a lot of it is simply copied

and slightly altered from previous years. The system serves

more than six hundred thousand citizens; at its peak it has

around 3000 concurrent users.

Architecturally, it consists of a number of diverse sub-

systems, each related to a specific function in the agency.

The outsourcing process

Each year, a new Request for Tenders is issued (RFT)

asking potential contractors to bid for the maintenance of

previous versions as well as for the development of new

functions required to take into account new government

regulations. The tender also lays down the legal, financial,

and technical framework for the required services.

The outsourcing process starts with the drafting of the

Request for Tenders. Each of the agency’s departments is

asked to fill in the relevant section regarding the new

functionality that will be desired for the next year. It is

quite common that the exact requirements for the next

year’s version are not known, mainly because the legisla-

tion is not ready yet, so in most cases the requirements are

quite vague, e.g. The software must conform to the direc-

tive XXX. On the one hand, having a too generic description

makes the process of cost and time estimations difficult; on

the other hand, having overspecified the requirements

might create problems if the final version of legislature

differs from the initial.

Once the functional requirements are gathered, one or

more software engineers are tasked with completing the

tender with non-functional requirements such as the system

architecture, adherence to standards, mode of delivery, and

training requirements. As a matter of fact, the list of such

non-functional requirements is longer than the one of the

functional requirements.

Quite often, however, the non-functional requirements

are routinely copied from the previous year’s tender to the

current year’s tender, given that not a lot changes in these

areas. The non-functional requirements typically include

generic statements such as

The system must be parameterisable, modular and of

an open architecture.

The tender also tries to make clear that any source code

developed for the project is owned by the agency and not

by the contractor. To this end, statements such as the

following are included in the tender:

For any modification to the system, the source code

should be delivered to the agency. The source code is

property of the agency. Any modifications will be

accompanied by associated documentation describing

the implemented functionality, the data structures and

its dependence on other parts of the system.

The general understanding in this and other tenders as

mentioned later is that ownership of source code ensures

Lessons from backsourcing an IT system 91

 

 

that the agency is not tied to any particular vendor for

maintenance or extensions of the system in the future.

A committee is responsible for making sure that all the

requirements laid out in the tender, as well as the signed

agreement, are met. The committee usually consists of

people from the departments that will be using the system

as well as at least one from the agency’s IT department.

At predefined points in time, the contractor submits the

required artefacts and the committee ensures that they are

according to standards. When the software is finally

delivered, the committee’s focus is usually on ensuring that

it conforms to its functional requirements. After all, the

running software is the artefact to watch for. From our own

experience, other artefacts like documentation or source

code were noted but were rarely examined with respect to

their quality or usability.

During the system’s development, there is a close co-

operation between the agency’s departments and the con-

tractor in order to lay down the specific functional

requirements. The agency’s IT department has a small part

in this, as most requirements are communicated directly

from each of the departments to the contractor in various

forms: word documents and e-mails, which are a common

form of requirement exchange. An issue-tracking system is

in place but not always used.

Outsourcing perceptions

The process that was described previously is not unique,

but it is similar to the way outsourcing takes place in many

government agencies. As a matter of fact, we have

reviewed five more requests for tenders, published by

various agencies of the Greek public sector. The main

procurement requirement for all of them was the devel-

opment of a software system and a total budget that

amounted (for the five of them) to more than 11,000,000,

i.e. they were large and complex systems. They all con-

sisted of multiple subsystems and had to be integrated with

existing systems. Moreover, they required the contractor to

pass ownership of the source code developed for the pro-

ject to the procuring agency.

The tenders were about projects from different services in

the public sector, handling different problems: These ranged

from information systems handling digitisation and encod-

ing of rules for managing Social Security benefits, to Man-

agement Information Systems and workflow management.

In all of these tenders there is a common pattern:

• The contractor is responsible for drafting the require- ments document.

• The main documentation required by the contractor as far as the system’s design is concerned is an ER

diagram (or class diagram in some cases).

• In all of the calls, there is a requirement for a modular solution but this seems to refer to the communication of

the system under development with the rest of the

agency’s systems. For this reason, all calls require

adherence to the Greek e-Government Interoperability

Framework (see http://www.e-gif.gov.gr/portal/page/

portal/egif/) or the more abstract European Interoper-

ability Framework, which describe, among other things,

the standards that need to be followed when interacting

with external systems (web services guidelines) but

make no reference to the internal design.

• There is no specific requirement for the system itself to be modular, other than being separated into three layers

(presentation, business, and data).

• The database seems to be the central point of connec- tion with everything else. This is evident in the calls

themselves where the requirement for separate modules

is in contrast with the database-centric approach they

all imply: All calls made reference to the presence of a

single database. One of the calls literally enforced it as

a requirement. Another call made it clear that the

database was to be considered as the point for

information exchange:

Technical description of the database schema (logical

and conceptual design) (is required to be delivered) in

order to be able to interconnect the application with

third party systems.

and even went further on explicitly accepting that, even

though the source code is owned by the agency, ‘‘…Before

any such intervention (to the database) the contractor’s

opinion will be requested’’.

• None of the calls put any specific requirements on how the source code will be delivered and what should be

part of the delivered code. Unit tests were not explicitly

mentioned as part of the source code in any of the calls.

One may argue that this is implicitly assumed but it is

our experience that it is not even when the contractor

proposes an agile methodology for the product’s

development. No adherence to a coding standard was

mentioned.

• All calls stated the requirement for the performance of user acceptance testing without, however, any distinc-

tion between manual and automated tests.

• None of the tenders requested any artefact describing the deployment procedures and there was no require-

ment for the contractor to deliver automated deploying

procedures for any of the systems developed. In cases

where training was required, this mostly referred to

end-user training or everyday operation training.

• None of the tenders required the contractor to deliver the whole history of the source code, and there was not

92 N. Petalidis

 

 

even a requirement that such a history should be

maintained. There was no reference either to maintain-

ing an issue management system or to any deliverables

related to configuration management.

• In all cases, the contractor could choose its own methodology for managing the project. There was no

requirement that the government agency will have to

participate in design meetings with its own personnel.

In all tenders, the contractor and the agency would have

to co-operate during the drafting of the requirements as

well as the general working plan, but no other form of

co-operation was described. There was no requirement

for the contractor to submit the updated project plans or

any other project information once the project

concluded.

The backsourcing process

Typically, the procurement process described previously

should have given equal chances to all prospective bidders.

The reality, however, was that the bidder who developed

the initial version of the system had much better chances of

succeeding. It had a better understanding of the architec-

ture, so maintaining the previous versions of the system

required considerably less effort than of any new player.

Similarly, any new functionality developed would have to

be connected to the existing one, so again the original

designer had an unfair advantage over the other bidders. In

essence, the agency had fallen in the trap of the vendor

lock-in.

For these reasons, and in order to avoid the problem of a

vendor lock-in for future tenders, the agency decided to

form a team with the purpose of laying out the required

steps to backsource the system’s design. A successful

outcome would lay out the foundations for outsourcing,

during the next years, only specific parts of the system,

keeping development of important features in-house. The

team consisted of two software engineers, a database spe-

cialist as well as two more members who have been

involved with drafting the tenders or outlining functional

requirements during the previous years.

Division into knowledge areas

It was clear from the start that backsourcing a project

meant that knowledge pertaining to all of its aspects had to

be transferred back to the agency.

It was conjectured that all software projects go through

some form of requirements capture and analysis, design of

system architecture, implementation and testing, and

finally deployment, irrespective of any development

methodology followed. Of course, different methodologies

might perform these sequentially, iteratively, or incre-

mentally giving different emphasis to them in different

stages, but the fact remains that, more or less, this is what

goes on in a software project. In parallel with these, two

more disciplines that cut across all of them were also

considered to be of importance: that of the software con-

figuration and change management as well as the project

management itself (see Fig. 1).

In the following, we report the problems we encountered

when attempting to transfer knowledge back to the

organisation for each of these disciplines and the lessons

learned.

Discipline 1: requirements capture and analysis

The main purpose in this discipline was to gather infor-

mation regarding the business domain and modelling. The

team’s task was to gather all requirements and understand

the business model. Given that the agency itself specified

the requirements, this should have been an area with no

problems. Indeed, each department provided a list of

requirements on which the system was developed. Unfor-

tunately, it was also revealed, during the investigation, that

some of the requirements were also informally put across

to the contractor through e-mails, whereas the same went

for bug fixes or other problems. Discussions also revealed a

number of hidden requirements. So a lot of effort was made

to gather them into one place.

A requirements document, for each of the subsystems

implemented, was also among the deliverables the con-

tractor produced. However, these documents recorded the

end-user requirements but nothing that would describe the

actual business processes. For example, there was plenty of

information on what each field in a form represents, but no

description of how the data submitted to the form should be

processed. Similarly, there was no information that would

describe the flow of information between the subsystems.

In essence, the contractor’s requirement document was a

user manual. Overall, the team felt that the time spent on

this discipline was a lot more than what was planned for,

Fig. 1 Project’s disciplines where transfer of knowledge was deemed important

Lessons from backsourcing an IT system 93

 

 

and a lot of new knowledge had to be produced and not

merely transferred from the contractor to the agency.

Discipline 2: system design and architecture

The main purpose in this discipline was to understand the

design of the system, identify its separate subsystems,

isolate them, and start working first on the ones that were

deemed critical. The main task of the team was to map

software constructs (database schemas, groups of stored

procedures, and so on) to the identified subsystems and

understand design decisions. For this reason, the team

started looking thoroughly into the design documents the

contractors produced as well as the database structure.

All of the design documents delivered were entity

relationship (ER) diagrams. However, these were found

inadequate and proved of little help to the process of

understanding the system design and architecture.

Another point that presented difficulties was the fact that

all communication went through the database. Most of the

subsystems seemed to have direct access to tables; the ones

that did not were accessing it via stored procedures. Given

that the system included thousands of them (tables or stored

procedures), it was practically impossible to view one sub-

system independently of the others and understand it.

Discipline 3: implementation and testing

Focus here was on understanding implementation issues and

being able to purposely alter the behaviour of the system for

specific use cases. The team started gathering the source

code, attempting to execute it and debug it. In order to be able

to do any of these of course, one would need to comprehend

the code. The first main hurdle was the lack of any descrip-

tion on how to set up the necessary development environ-

ment. The requirement for the inclusion of this information

in some deliverable by the contractor was a serious omission

that created major problems. Apart from an actual develop-

ment environment, missing libraries also hindered the

attempts to produce an executable.

A critical issue was the high degree of coupling we

mentioned already when looking into the design: All intra-

module communication in the systems we examined took

place through the database, making it extremely difficult to

implement changes without the fear of breaking some

unrelated subsystem.

Another issue that might seem minor, but created

comprehension problems, was the lack of any standardis-

ation across the delivered code.

In addition, a lot of the front end Javascript-based code

was automatically generated by code generators. Code

generators are very useful since they can automatically

produce code and have been in use in software engineering

for quite some time: a parser generator will nicely produce

a parser for a specific grammar. One of their drawbacks,

however, is that they frequently produce unreadable code,

since it was assumed that humans will rarely need to alter

the generated code, and only modify the template through

which the code was generated. However, neither the gen-

erator nor the templates used to generate the code were

delivered.

A final problem that was uncovered was that it was not

clear what constituted ‘‘source code’’. The contractor only

formally submitted the JEE back end and the Javascript

front end. The bulk of the business logic, written in PL/

SQL, was never submitted as a separate deliverable.

Instead, it was assumed that since one could access the

code in the production servers, no separate deliverable,

containing it, needed to be submitted. However, the code

there was mixed with other PL/SQL code used by different

back ends from previous versions of the system. Extraction

of the source code was then not a straightforward

operation.

Discipline 4: deployment

The purpose in this discipline was to be able to deploy the

system in a QA environment and be able to exercise it in a

realistic environment. Deployment procedures are

increasingly complex these days. It is a matter of setting up

load balancers, caches, clusters, a number of linked data-

bases, configuring parameters, and so on. Even the process

of setting up the environment for development purposes

might be daunting, especially if one needs to set up the

necessary initial data to fill into a number of different

schemas, fix the parameters on the application servers, and

locate the correct version of libraries. Thus, knowing how

to deploy the product is a mini-project by itself, one that is

frequently left out in outsourcing contracts. In this partic-

ular case, it also turned out that there was no clause that

required the delivery of any sort of documentation or

scripts from the contractor that would ease deployment

procedures. Access to the actual production system was

possible and shed some light but it was extremely time

consuming to isolate the exact environment needed. After

all, production systems were configured to support a mul-

titude of products and not only this particular one. In fact,

the difficulties faced in this stage were the reason for the

decision to abandon the project; the timeframe required to

find out all the necessary parameters was prohibitive.

Discipline 5: configuration and change control

management

The purpose in this discipline was to gather all of the

system’s versions and associated issues and try to match

94 N. Petalidis

 

 

the code changes with any change requests. In this case, as

in many others, there was no obligation by the contractor to

deliver the full history of the source code, but only its final

version. This was true, even though the system was in

operation before the final version was delivered, and there

was no way to check the source code used to implement

these operations.

Similarly, an issue-tracking mechanism was in place,

but not all change requests went through it.

Discipline 6: project management

Backsourcing a project is related to a lot more than just

transferring it in-house. It actually means that the project

also needs to be managed in-house; it has been frequently

noted that project management practices are key to a

software project’s success; see for example Kwak and

Stoddard (2004) and Art Gowan Jr and Mathieu (2005). In

the particular case presented here, it was expected that the

project will be managed and supervised by in-house

personnel.

For this reason, historical project data had to be gathered

and estimates had to be made regarding costs and activity

durations. Unfortunately, though such data were not part of

any project deliverables. Of course, it was possible to get

an idea of the total cost and duration based on the costs of

the outsourced project. However, these were too coarse-

grained. There were no estimation records for particular

subsystems, e.g. ‘‘how long it will take to implement sub-

system X’’. Similarly, it was not possible to have an idea of

the risks associated with a particular functionality or sub-

system. In general, the organisation was lacking one of its

most important assets for project management: lessons

learned and historical data.

Aftermath

Given the difficulties faced, the backsourcing attempt had

to be abandoned because it could not be realised in the

required timeframe. At that point, the amount of work

completed for each of these disciplines is presented in

Fig. 2. Note that the two disciplines (Configuration and

Change control management and Project Management) that

cut across all disciplines are not shown since the work there

is included in the work completed in the other four

disciplines.

The total cost of the backsourcing attempt was at that

point at the 4.5% of the cost of the latest outsourcing

contract. The effort distribution across the disciplines is

presented in Fig. 3.

Thus, our experience agrees with Samsudin et al. (2012)

that backsourcing should start at least a year earlier. Since

the main problem was that not enough care was put into

drafting the initial contract and laying out the contractor’s

requirement, it is of crucial importance that these should

not be overlooked by anyone planning to backsource at

some point his/her information systems.

Conclusions

Backsourcing an IT system requires that knowledge needs

to be transferred back from the contractor in-house. Even

though a lot of tenders and contracts theoretically take

measures for ensuring that such an information transfer is

possible, we found out that indeed this is extremely

difficult.

The most important of the delivered artefacts, aside

from the actual product itself, is the source code, but the

code that you do not comprehend is the code that you do

not really own. Developers need to understand the code, or

at least some part of it, before they can extend its func-

tionality or fix its errors. They need to be able to recognise

modules that can be reused, or modules that need to be

updated. If they cannot do these things, code ownership is

just an issue relevant to lawyers that might want to argue

over copyright, but of little practical value otherwise. We

believe that one of the reasons that government agencies

Fig. 2 Work completion on each of the disciplines

Fig. 3 Effort distribution across the different disciplines

Lessons from backsourcing an IT system 95

 

 

find it easier to request the development of information

systems from scratch, even when they could have reused

existing software is exactly because code comprehension is

quite low in many projects.

We concluded that in order for backsourcing to be

possible steps should be taken, early on when tenders are

drafted, to ensure that any information produced during the

project is correctly registered and communicated to the

agency.

Questions

• Since it was the agency’s departments that drafted the requirements, why there was such a problem in

transferring this knowledge back to the organisation?

• Why having all subsystems communicating through the database is a problem? How one would tackle the

problems uncovered during the review of the system

design and architecture?

• Why were ER diagrams considered inadequate? Dis- cuss on the perceived usefulness of diagrams in design

documents.

• Think about how do software engineers understand code. What kinds of artefacts and which practices

would have helped the engineers better comprehend the

code?

• How important, do you think, is the presence of source code history in comprehending source code? How this

should affect the tender?

• List some common misconceptions that the back- sourcing attempt uncovered.

• In summary, what points do you think should be included in the original tenders to make backsourcing

an easier process? How do you think agencies should

proceed when planning for outsourcing?

References

Akoka, J., and I. Comyn-Wattiau. 2006. Developing a framework for

analyzing IS/IT backsourcing. In AIM 2006—information

systems and collaboration: State of the art and perspectives,

330–340. Luxembourg.

Art Gowan Jr., J., and R.G. Mathieu. 2005. The importance of

management practices in IS project performance: An empirical

study. Journal of Enterprise Information Management 18 (2):

235–255.

Butler, N., F. Slack, and J. Walton. 2011. IS/IT backsourcing—a case

of outsourcing in reverse? In 2011 44th Hawaii international

conference on system sciences (HICSS), 1–10. IEEE.

Kotlarsky, J., and L. Bognar. 2012. Understanding the process of

backsourcing: Two cases of process and product backsourcing in

Europe. Journal of Information Technology Teaching Cases 2

(2): 79–86.

Kwak, Y.H., and J. Stoddard. 2004. Project risk management: Lessons

learned from software development environment. Technovation

24 (11): 915–920.

Nujen, B.B., L.L. Halse, and H. Solli-Sæther. 2015. Backsourcing and

Knowledge Re-integration: A case study. In IFIP international

conference on advances in production management systems,

191–198. Springer.

Samsudin, N.M., A.N. Bakar, and R. Hashim. 2012. Challenges of

backsourcing of e-government services: A case study. In 2012

IEEE colloquium on humanities, science and engineering

(CHUSER), 463–466. IEEE.

Solli-Sæther, H., and P. Gottschalk. 2015. Stages-of-growth in

outsourcing, offshoring and backsourcing: Back to the future?

Journal of Computer Information Systems 55 (2): 88–94.

Whitten, D., and D. Leidner. 2006. Bringing IT back: An analysis of

the decision to backsource or switch vendors. Decision Sciences

37 (4): 605–621.

Wong, S.F., and P. Jaya. 2008. Drivers of IT backsourcing decision.

Communications of the IBIMA 2 (14): 102–108.

Dr. Nicholaos Petalidis has been working as a software engineering consultant on issues regarding software management and software

design for government organisations and companies in Europe and the

US for the last twenty years. His research interests include software

design methodologies as well as software dynamics and software

development processes.

96 N. Petalidis

 
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Work Based Learning Model

Look at the diagram below of Raelin’s work-based learning model. Two additions have been made: a scale from -5 to +5, and a data point at the -4 and +4 coordinates.

Think of three techniques used to stimulate work-based learning. These may range from specific job aides you have used to coaching to specific kinds of online tools to… well, you decide. Be as precise as possible.

Once you have three techniques, rate the degree of explicit versus tacit learning that is occurring. Find the location from left to right on the X-axis. Then decide where it lies along the theory-versus-practice scale. Looking from bottom to top, place your technique along that scale for the Y-axis coordinate. You now have an X and Y coordinate for that technique. Post your three techniques with the coordinates you have selected (e.g., presentations at a meeting (-4, +4)). Explain the reasoning behind each of your choices.

 
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