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ISI 6148: Case Study Presentation



       Case Study: Cathleen




          By: Valerie MacMillan
Part 1




Background Information and Problems
Background


    Works as a reference librarian in government
    library


    Small team: manager, 2 reference librarians, 2
    cataloguers, 2 co-op students, 1 library
    technician at circulation desk, and 1 systems
    librarian
Background (cont'd)


    Manager goes on maternity leave and hints that
    she may not return


    In the past, Cathleen has replaced her during
    vacation and is chosen to do so again


    Cathleen is sociable, well-liked by staff, and
    even has close friendships with some
    individuals
Problems Overview



    Language training

    Uncomfortable “bossing around” her friends

    Renovations must be done to the library

    Decommissioning project

    Absenteeism
Problem #1: Language Training



    Language training is intensive and must be
    attended several times per week

    Overwhelming in conjunction with other duties
    in new role

    Restricts the amount of time she is in the office
Problem #2: Discomfort With
              Authority


    Feels she should “lead by example” and
    continues to perform old duties along with new
    ones, which causes her to be over-worked

    “Open door policy” to allow coworkers to
    approach her with questions or concerns but
    she is frequently disrupted
Problem #3: Renovations



    Space constraints

    Increased number of meetings resulting in
    more absences

    Changes in plans from architects leading to
    employee frustration
Problem #4: Decommissioning
               Project

    Cathleen is doing a lot of the weeding,
    shipping, and storage herself

    Cataloguers responsible for cleaning up
    bibliographic records are complaining but feel
    as if Cathleen is not listening since she is
    frequently out of the office with meetings and
    language training
Problem #5: Absenteeism


    Cathleen is stressed out and overworked

    She begins taking a large number of sick days
         - Argyris: trying to stay sane by
          withdrawing to escape frustration
    (Bolman & Deal, 2008, 128)
       Coworkers become resentful, as they cannot
    do their jobs as well
     Coworkers concerned
Part 2




Bolman & Deal's Four Frames + Proposal
Proposal

Regular meetings
     Outline tasks and goals
     Discuss progress on projects
     Keep employees up to date with renovation
     plans
     Acquire input
     Address questions and concerns
Proposal (cont'd)

Motivate employees by creating incentives
Establish authority
     No “open door policy”
     Establish agenda and how it will be
     implemented
     Focus on making final decisions, rather than
     day-to-day work
Proposal (cont'd)

Delegation
     Cataloguers could do weeding, as well as
     records clean up
     Postpone social events until after renovations
     completed
     Student can sort through donations
     Student can help with reference
Human Resources Frame

Cathleen clearly values the people in her
organization
She should not worry about “bossing them
around”, but rather use good relationships to
motivate them
 Hold regular meetings to gain input and
communicate changes
      Important to provide information and support
      (Bolman & Deal, 2008, 149)
Human Resources Frame (cont'd)

    If employees understand tasks, “they can see
    the big picture – how their work affects the
    bottom line and how the bottom line affects
    them” (Bolman & Deal, 2008, 150)
        Aligns their best interests with organization
    Empowers employees by assuring them their
    concerns are valid and input welcome
        Decision-shaping vs. Decision making (Mintzberg,
        2009, 68)
Symbolic Frame


Important to maintain culture -- no time for
planning events right now but after?
Include people in vision of new library
Focus on past challenges to overcome new
ones
Political Frame

 Cathleen must make decisions about allocating
scarce resources (time, space)
 No “open door” policy so that her time and
space are respected
Need to outline ideas, set agenda, and decide
how it will be implemented
Must address conflict
Persuade employees about importance of
mission
Structural Frame

  Restructure:
Mintzberg's Machine
Bureaucracy



Retrieved from
http://www.lindsaysherwin.co.uk/guide_managing
  _change/html_change_strategy/07_mintzberg.h
  tm
Conclusion

 Cathleen probably taking time off work due to
stress from new role as acting manager
 Cathleen will probably be relieved to have
some of her responsibilities taken away but
might still feel uncomfortable as authority figure
      Re-iterate the impact of her positive
      relationships with coworkers
Conclusion (cont'd)

Regular meetings
Motivate employees by creating incentives
Establish authority, agenda, and goals
Delegation
Sources

Bolman, L. & Deal, T. (2008). Reframing
 organizations: Artistry, choice, and leadership.
 San Francisco: John Wiley & Sons Inc.


Mintzberg, H. (2009). Managing. San Francisco:
 Berrett-Koehler Publishers, Inc.

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Case Study Presentation

  • 1. ISI 6148: Case Study Presentation Case Study: Cathleen By: Valerie MacMillan
  • 3. Background  Works as a reference librarian in government library  Small team: manager, 2 reference librarians, 2 cataloguers, 2 co-op students, 1 library technician at circulation desk, and 1 systems librarian
  • 4. Background (cont'd)  Manager goes on maternity leave and hints that she may not return  In the past, Cathleen has replaced her during vacation and is chosen to do so again  Cathleen is sociable, well-liked by staff, and even has close friendships with some individuals
  • 5. Problems Overview  Language training  Uncomfortable “bossing around” her friends  Renovations must be done to the library  Decommissioning project  Absenteeism
  • 6. Problem #1: Language Training  Language training is intensive and must be attended several times per week  Overwhelming in conjunction with other duties in new role  Restricts the amount of time she is in the office
  • 7. Problem #2: Discomfort With Authority  Feels she should “lead by example” and continues to perform old duties along with new ones, which causes her to be over-worked  “Open door policy” to allow coworkers to approach her with questions or concerns but she is frequently disrupted
  • 8. Problem #3: Renovations  Space constraints  Increased number of meetings resulting in more absences  Changes in plans from architects leading to employee frustration
  • 9. Problem #4: Decommissioning Project  Cathleen is doing a lot of the weeding, shipping, and storage herself  Cataloguers responsible for cleaning up bibliographic records are complaining but feel as if Cathleen is not listening since she is frequently out of the office with meetings and language training
  • 10. Problem #5: Absenteeism  Cathleen is stressed out and overworked  She begins taking a large number of sick days - Argyris: trying to stay sane by withdrawing to escape frustration (Bolman & Deal, 2008, 128) Coworkers become resentful, as they cannot do their jobs as well Coworkers concerned
  • 11. Part 2 Bolman & Deal's Four Frames + Proposal
  • 12. Proposal Regular meetings Outline tasks and goals Discuss progress on projects Keep employees up to date with renovation plans Acquire input Address questions and concerns
  • 13. Proposal (cont'd) Motivate employees by creating incentives Establish authority No “open door policy” Establish agenda and how it will be implemented Focus on making final decisions, rather than day-to-day work
  • 14. Proposal (cont'd) Delegation Cataloguers could do weeding, as well as records clean up Postpone social events until after renovations completed Student can sort through donations Student can help with reference
  • 15. Human Resources Frame Cathleen clearly values the people in her organization She should not worry about “bossing them around”, but rather use good relationships to motivate them Hold regular meetings to gain input and communicate changes Important to provide information and support (Bolman & Deal, 2008, 149)
  • 16. Human Resources Frame (cont'd) If employees understand tasks, “they can see the big picture – how their work affects the bottom line and how the bottom line affects them” (Bolman & Deal, 2008, 150) Aligns their best interests with organization Empowers employees by assuring them their concerns are valid and input welcome Decision-shaping vs. Decision making (Mintzberg, 2009, 68)
  • 17. Symbolic Frame Important to maintain culture -- no time for planning events right now but after? Include people in vision of new library Focus on past challenges to overcome new ones
  • 18. Political Frame Cathleen must make decisions about allocating scarce resources (time, space) No “open door” policy so that her time and space are respected Need to outline ideas, set agenda, and decide how it will be implemented Must address conflict Persuade employees about importance of mission
  • 19. Structural Frame Restructure: Mintzberg's Machine Bureaucracy Retrieved from http://www.lindsaysherwin.co.uk/guide_managing _change/html_change_strategy/07_mintzberg.h tm
  • 20. Conclusion Cathleen probably taking time off work due to stress from new role as acting manager Cathleen will probably be relieved to have some of her responsibilities taken away but might still feel uncomfortable as authority figure Re-iterate the impact of her positive relationships with coworkers
  • 21. Conclusion (cont'd) Regular meetings Motivate employees by creating incentives Establish authority, agenda, and goals Delegation
  • 22. Sources Bolman, L. & Deal, T. (2008). Reframing organizations: Artistry, choice, and leadership. San Francisco: John Wiley & Sons Inc. Mintzberg, H. (2009). Managing. San Francisco: Berrett-Koehler Publishers, Inc.