Funeral Service Management Introduction 12/8/2018

Dual Role of the FD 1) professional 2) business person 12/8/2018

5 key ingredients for a successful organization 1) management 2) manpower 3) materials 4) money 5) machinery 12/8/2018

Management “the art and science of motivating people toward the achievement of a goal” 12/8/2018

FS Management “the administration of a funeral service enterprise, the activities of which encompass marketing office personnel facilities & financial management” 12/8/2018

Schools of Thought 1) Whole Person (Man) Total Funeral 2) Owner/Manager/Technician 12/8/2018

4 functions (pillars) of management 1) planning: a) mission statement b) goals & objectives c) strategy 2) organizing 3) directing (actuating) 4) evaluating (controlling) 12/8/2018

Planning Establishing a Mission Statement Describes the purpose of the organization and includes what makes it different from other organizations. 12/8/2018

Planning (cont’d) Setting Goals and Objectives Strategic planning: “the process of establishing an organization’s major goals and objectives and allocating the resources to achieve them” (Pride, Hughes, Kapoor 2005) 12/8/2018

Goal “broad statements about what an organization wants to achieve; developed in the strategic planning process; they form the basic plan or direction toward which decisions and activities are focused. They are motivational in nature and are usually stated in broad, general terms without reference to a time period” 12/8/2018

Objectives “specific statement of ends, the achievement of which are contemplated within a specific time period. Used in the management control process and provide a quantitative, and time framework to the organization’s goals. Intended to be accomplished by a specific date and are stated in terms, preferably in such a way that there is some measurable basis for determining the extent to which they have been achieved” 12/8/2018

Formulating a Plan for Achieving Objectives and Goals Plan: “outline of the actions by which the organization intends to accomplish its goals and objectives” (Pride, Hughes, Kapoor 2005) 12/8/2018

Types of Plans Strategy: “an organization’s broadest set of plans, developed as a guide for major policy setting and decision making” Tactical: “a smaller-scale plan developed to implement a strategy” (Pride, Hughes, Kapoor 2005) 12/8/2018

Types of Plans (cont’d) Operational: “a type of plan designed to implement tactical plans” Contingency: “a plan that outlines alternative courses of action that may be taken if an organization’s other plans are disrupted or become ineffective” (Pride, Hughes, Kapoor 2005) 12/8/2018

Organizing “the grouping of resources and activities to accomplish some end result in an efficient and effective manner” (Pride, Hughes, Kapoor 2005) 12/8/2018

Directing (Actuating/Leading & Motivating) Leading: “the process of influencing people to work toward a common goal” Motivating: “the process of providing reasons for people to work in the best interests of an organization” Directing: “the combined process of leading and motivating” (Pride, Hughes, Kapoor 2005) 12/8/2018

Evaluating (Controlling) “the process of evaluating and regulating ongoing activities to ensure that goals are achieved” (Pride, Hughes, Kapoor 2005) 3 steps: 1) set standards 2) measure performance 3) corrective action 12/8/2018

Basic Skills for Managers Technical Human (people skills) Conceptual (“the big picture”) 12/8/2018

First Level/Line Managers Coordinates and supervises the activities of operating employees Common titles: office manager, supervisor, foreman 12/8/2018

Middle Managers Implement the strategy developed by top managers Common titles: division manager, department head, plant manager, operations manager 12/8/2018

Top Managers Upper-level executive who guides and controls the overall fortunes of an organization Common titles: president, vice president, chief executive officer, chief operating officer 12/8/2018

Funeral Service Management Primary Objective: fulfilling the needs of client-families and the community resulting from death Secondary Objectives: meeting expenses; providing a reasonable return on investment; capital improvements 12/8/2018

Factors for FH Management 1) demand 2) economies of scale 3) price vs. non-price factors 4) advertising 5) education 6) role of the FD 7) vertical vs. horizontal integration 8) planning: non-durable & durable products; service 12/8/2018