1. Be An Effective Manager Chapter 9

2. Winning Strategies  The students of Southfield-Lathrup manage and operate two school-based enterprises simultaneously -The Chargers school store and the Chargers Café. The Chargers school store is located adjacent to the Chargers Café and runs concurrently during lunch periods. The success of these two enterprises has been fundamentally related to the belief and commitment of the management. Chargers management is committed to the core mission of the organization, as is each store employee.

3.  The mission of the Chargers stores is predicated around customer service. The customers rule! Each day management teams meet with employees and discuss how they might make someone’s day better. This person could be another employee, a customers, or a manager. Management evaluates the staff each day to ensure that each employee is using all aspects of the mission.

4.  By having a positive attitude toward a coworker or customer, an employee may win the title of “Employee of the Month” and receive “Chargers money” to shop in the school stores.  The Chargers has an organizational structure that divides the duties of management. The efficient operation of the Chargers stores depends on each manager’s ability to stay on task.  By having a positive attitude toward a coworker or customer, an employee may win the title of “Employee of the Month” and receive “Chargers money” to shop in the school stores.  The Chargers has an organizational structure that divides the duties of management. The efficient operation of the Chargers stores depends on each manager’s ability to stay on task.

5.  The General Manager oversees all store operations. Store managers report to the General Manager and oversee each core product line within the Chargers operation. The Cookie Manager, Candy Manager, Beverage Manager, Café Manager, Spirit Wear Manager, and Product Manager all ensure the daily success of the two Charger stores.

6. Think Critically 1.What is the advantage of having an organizational structure within the Chargers stores? 2.What is the importance of having a mission statement in the Chargers stores, and why is this essential to the management of the store? 1.What is the advantage of having an organizational structure within the Chargers stores? 2.What is the importance of having a mission statement in the Chargers stores, and why is this essential to the management of the store?

7. Management Roles Chapter 9 Lesson 1

8. Journal Entry 4/15  8130.  The student will describe the manager’s involvement with policies and procedures.  Why does every store need a responsible and effective manager?  8130.  The student will describe the manager’s involvement with policies and procedures.  Why does every store need a responsible and effective manager?

9. Open For Business  The role of the manager varies from business to business. In many school-based enterprises, the manager’s role includes handling scheduling and schedule changes for employees.  One school-based enterprise had trouble getting employees to come to work. A new policy required employees who missed their shifts either to suffer grade loss or to work three shifts for each shift missed.  The role of the manager varies from business to business. In many school-based enterprises, the manager’s role includes handling scheduling and schedule changes for employees.  One school-based enterprise had trouble getting employees to come to work. A new policy required employees who missed their shifts either to suffer grade loss or to work three shifts for each shift missed.

10.  Since most employees did not want to suffer the consequences, they began to show up for their scheduled shifts. That same school-based enterprise had the assistant manager send reminder slips to employees a day or two before their scheduled shift.  Develop a policy and procedure for dealing with scheduling and schedule changes in your school-based enterprise. What is the manager’s role in this plan?  Since most employees did not want to suffer the consequences, they began to show up for their scheduled shifts. That same school-based enterprise had the assistant manager send reminder slips to employees a day or two before their scheduled shift.  Develop a policy and procedure for dealing with scheduling and schedule changes in your school-based enterprise. What is the manager’s role in this plan?

11. Policies and Procedures  Ensure that the business operates smoothly and profitably  Add structure to the employee’s jobs by providing guidelines and rules to follow  The manager should be involved in creating the policies and procedures and reinforcing them  Ensure that the business operates smoothly and profitably  Add structure to the employee’s jobs by providing guidelines and rules to follow  The manager should be involved in creating the policies and procedures and reinforcing them

12. Creating Policies and Procedures  Should be reviewed regularly, and outdated policies and procedures should be deleted or changed  The manager should meet with the advisor annually to review and update the policies and procedures  Employees should also be involved in creating policies and procedures  Should be reviewed regularly, and outdated policies and procedures should be deleted or changed  The manager should meet with the advisor annually to review and update the policies and procedures  Employees should also be involved in creating policies and procedures

13. Reinforcing Policies and Procedures  The majority of the manager’s time should be spent reinforcing policies and procedures  The manager needs to address employees who do not follow the policies and procedures and allow them the opportunity to explain  Employees must be informed of the consequences of not following procedures  The majority of the manager’s time should be spent reinforcing policies and procedures  The manager needs to address employees who do not follow the policies and procedures and allow them the opportunity to explain  Employees must be informed of the consequences of not following procedures

14. Check Point  What is the role of the manager in relation to policies and procedures?

15. Administrative Tasks  Paperwork!  Employee records  Schedules  Financial Information  The manager must keep these files organized and available for future reference  Paperwork!  Employee records  Schedules  Financial Information  The manager must keep these files organized and available for future reference

16. Keeping Employee Records  Hiring Documentation  Application  Scheduling availability  Employee handbook signature form  Disciplinary Write-ups  Employee should sign  Evaluation Forms  Hiring Documentation  Application  Scheduling availability  Employee handbook signature form  Disciplinary Write-ups  Employee should sign  Evaluation Forms

17. Evaluation Forms *The manager may create an evaluation form using other forms found on the internet as an example *Areas to evaluate include:  Attendance  Punctuality  Cash Register Operations  Personal Selling  There should be an area for the manager to write suggestions  Once the form is completed the manager and the advisor should meet with the employee  Should be completed on a quarterly basis *The manager may create an evaluation form using other forms found on the internet as an example *Areas to evaluate include:  Attendance  Punctuality  Cash Register Operations  Personal Selling  There should be an area for the manager to write suggestions  Once the form is completed the manager and the advisor should meet with the employee  Should be completed on a quarterly basis

18. Creating Schedules  It is the manager’s role to schedule employees to work based on the needs of the business  Some stores have students sign up for shifts and the manager must make sure each employee gets all of the shifts required  If the manager creates the schedule, the manager needs to have each employee submit in writing a list of any days they are not available to work  It is the manager’s role to schedule employees to work based on the needs of the business  Some stores have students sign up for shifts and the manager must make sure each employee gets all of the shifts required  If the manager creates the schedule, the manager needs to have each employee submit in writing a list of any days they are not available to work

19. More Scheduling  Rescheduling  The manager must handle schedule changes  Time Clock  One method for tracking whether employees have worked their shifts is the use of a time clock  Rescheduling  The manager must handle schedule changes  Time Clock  One method for tracking whether employees have worked their shifts is the use of a time clock

20. Judgment Call  Imagine that you are the manager of your school- based enterprise, and your best friend is an employee in the school store. You arrive at work early one morning and begin the procedures for opening the store. About five minutes before the store is scheduled to open, your friend calls you. He is supposed to work that morning but has overslept. HE asks you to “cover” for him so that he does not get into trouble. As the manager, you are required to write up any student who is late or does not show up for work.

21. Think Critically 1.How should you respond to your friend’s request? Explain. 2.What could happen when a manager overlooks policy violations for some employees but not for others? 1.How should you respond to your friend’s request? Explain. 2.What could happen when a manager overlooks policy violations for some employees but not for others?

22. Maintaining Financial Documents  Manager will be responsible for recording and maintaining financial documents  Manager may make daily deposits, document cash flows, creating financial statements, and paying bills and invoices  Manager will be responsible for recording and maintaining financial documents  Manager may make daily deposits, document cash flows, creating financial statements, and paying bills and invoices

23. Check Point  Name three types of administrative tasks that managers handle.

24. Opening and Closing  The school store manager should work with the school store advisor to develop opening and closing procedures  It is important that the opening and closing procedures are carried out properly to ensure an efficiently run store.  The school store manager should work with the school store advisor to develop opening and closing procedures  It is important that the opening and closing procedures are carried out properly to ensure an efficiently run store.

25. Opening Procedures  Before the store opens the manager should retrieve the opening cash fund and count to verify the amount  Many school store create a checklist of things that need to be completed before the store is opened for the day  Before the store opens the manager should retrieve the opening cash fund and count to verify the amount  Many school store create a checklist of things that need to be completed before the store is opened for the day

26. Closing Procedures  The manager should count out the deposit from the cash register and secure the opening cash fund for the next day  Straightening and restocking merchandise and cleaning the store should be done to prepare it for the next business day  The manager should count out the deposit from the cash register and secure the opening cash fund for the next day  Straightening and restocking merchandise and cleaning the store should be done to prepare it for the next business day

27. Check Point  Why is a checklist helpful for opening and closing procedures?

28. Check Out 1.Policies and procedures are created to a. Ensure that the business operates smoothly and profitably b. Add structure to the employees jobs c. Catch employees not following the rules d. Both a and b 2.The consequences of not adhering to the store’s policies and procedures could include a.Disciplinary write-ups b.Probation c.Dismissal d.All of the above 1.Policies and procedures are created to a. Ensure that the business operates smoothly and profitably b. Add structure to the employees jobs c. Catch employees not following the rules d. Both a and b 2.The consequences of not adhering to the store’s policies and procedures could include a.Disciplinary write-ups b.Probation c.Dismissal d.All of the above

29. 3. What could happen if a manager does not reinforce the policies and procedures of the school-based enterprise? 4. What types of employee records must managers maintain? 5. What are the advantages of using a time clock to document employees’ work hours? 3. What could happen if a manager does not reinforce the policies and procedures of the school-based enterprise? 4. What types of employee records must managers maintain? 5. What are the advantages of using a time clock to document employees’ work hours?

30. Assignment  Create an opening and closing checklist for our school store.  Explain how you would complete scheduling for our school store to make sure there were people working before school and throughout the school day.  Create an opening and closing checklist for our school store.  Explain how you would complete scheduling for our school store to make sure there were people working before school and throughout the school day.

31. Develop Management Skills Chapter 9 Lesson 2

32. Journal Entry 4/19  8130  The student will identify skills needed to become an effective manager and describe the training and education needed to be an effective manager.  Why are policies and procedures important for a school store to have?  8130  The student will identify skills needed to become an effective manager and describe the training and education needed to be an effective manager.  Why are policies and procedures important for a school store to have?

33. Open for Business  When it comes to technology, many school-based enterprises start out small and then expand the use of technology within their business. For example, one school-based enterprise started out by programming departments into its cash register. This allowed the store to track the sales records for each department. The following year, each item was assigned a product number, allowing management to track the sales of individual products.

34.  Once this system was in place, a scanner was added to the cash register to scan UPC codes so that transactions could be conducted more quickly and accurately.  Upon reviewing the cash register’s operations manual more closely, the manager for this same school store was surprised to learn about the numerous tasks that the cash register could perform.  Once this system was in place, a scanner was added to the cash register to scan UPC codes so that transactions could be conducted more quickly and accurately.  Upon reviewing the cash register’s operations manual more closely, the manager for this same school store was surprised to learn about the numerous tasks that the cash register could perform.

35.  By reading the manual and making a few phone calls to the technical support center for the cash register, the manager was better able to utilize its capabilities.  What are some functions of the cash register that we are not using? How could it help our store to start using these functions?  By reading the manual and making a few phone calls to the technical support center for the cash register, the manager was better able to utilize its capabilities.  What are some functions of the cash register that we are not using? How could it help our store to start using these functions?

36. Management Skills  While some people are natural leaders or managers, management skills can be learned or developed in almost anyone  The skills required for a manager fall in three categories  Technical Skills  Administrative Skills  Interpersonal Skills  While some people are natural leaders or managers, management skills can be learned or developed in almost anyone  The skills required for a manager fall in three categories  Technical Skills  Administrative Skills  Interpersonal Skills

37. Technical Skills *The manager should know how to operate, program, and fix the register *Managers should be willing to learn new technology *Technology can make a managers job easier and less time consuming *The manager should know how to operate, program, and fix the register *Managers should be willing to learn new technology *Technology can make a managers job easier and less time consuming

38. Administrative Skills  Planning includes determining what needs to be done and how it will be done  Both short-term and long-term planning should be used  Controlling is the process of comparing the plan to the actual results  Another word for controlling is evaluating  Planning includes determining what needs to be done and how it will be done  Both short-term and long-term planning should be used  Controlling is the process of comparing the plan to the actual results  Another word for controlling is evaluating

39.  Problem Solving  Effective managers have to be able to solve problems may arise within the organization  To be a good problem solver, a manager needs good communication skills, listening skills, analytical skills, and research skills to generate possible solutions  Employees will look to the manager to “fix” whatever is not working  Problem Solving  Effective managers have to be able to solve problems may arise within the organization  To be a good problem solver, a manager needs good communication skills, listening skills, analytical skills, and research skills to generate possible solutions  Employees will look to the manager to “fix” whatever is not working

40. Interpersonal Skills  The manager may interact with other employees, teachers, administrators, students, customers, and vendors  A manager needs to get along well with others and demonstrate leadership  They should be a good listener and understand the needs of people  The manager should set an example  The manager may interact with other employees, teachers, administrators, students, customers, and vendors  A manager needs to get along well with others and demonstrate leadership  They should be a good listener and understand the needs of people  The manager should set an example

41. Check Point  What are the three categories of skills needed by managers?

42. Education and Training  You do not have to have a master’s degree to be an effective manager, however it is important to have some educational background or training in the areas of marketing, management or business  Training must also occur on an ongoing basis  You do not have to have a master’s degree to be an effective manager, however it is important to have some educational background or training in the areas of marketing, management or business  Training must also occur on an ongoing basis

43. Education  Provides managers with the knowledge and skills needed to oversee all aspects of a business  Program should include both theory and practice to prepare new managers  Courses to consider include marketing, management, business and computer applications  Provides managers with the knowledge and skills needed to oversee all aspects of a business  Program should include both theory and practice to prepare new managers  Courses to consider include marketing, management, business and computer applications

44. Training  Many people develop their management skills through training programs  The goal is to develop the skills needed to perform on the job  Training can be offered on a wide range of topics and take place on the job, on- site or at an offsite location  Many people develop their management skills through training programs  The goal is to develop the skills needed to perform on the job  Training can be offered on a wide range of topics and take place on the job, on- site or at an offsite location

45. Check Point  What two ways can managers gain and improve upon their skills?

46. Check Out 1.Determining what needs to be done and how it will be done is a.Planning b.Controlling c.Organizing d.Leading 2.Comparing the plan to the actual results is known as a.Planning b.Controlling c.Organizing d.Leading 1.Determining what needs to be done and how it will be done is a.Planning b.Controlling c.Organizing d.Leading 2.Comparing the plan to the actual results is known as a.Planning b.Controlling c.Organizing d.Leading

47. 3. Why do managers need technical skills? 4. Describe how training and education play a role in the development of a manager’s skills. 5. Who are some of the people inside and outside of the school who can be used as resources for developing technical skills? 3. Why do managers need technical skills? 4. Describe how training and education play a role in the development of a manager’s skills. 5. Who are some of the people inside and outside of the school who can be used as resources for developing technical skills?

48. Assignment  Use the Internet to obtain information about a college of your choice. Research the college’s school of business. Create a power point presentation about the different majors and management classes offered.  Print the handout of your power point with 6 slides per page to turn in  Use the Internet to obtain information about a college of your choice. Research the college’s school of business. Create a power point presentation about the different majors and management classes offered.  Print the handout of your power point with 6 slides per page to turn in

49. Management Team Chapter 9 Lesson 3

50. Journal Entry 4/21  8130  The student will describe the different types of organizational structure and identify management roles within a school store  What are the three types of skills required for managers?  8130  The student will describe the different types of organizational structure and identify management roles within a school store  What are the three types of skills required for managers?

51. Open for Business  There is no one way for a business to organize its employees. Some businesses use a more traditional structure with a clearly defined chain of command or supervision. Other businesses use a nontraditional approach, placing employees on self- managing work teams.

52.  You are the manager of a school-based enterprise that uses self-managing teams. Each team is responsible for a different area in the store. You provide information to each team about the tasks that need to be completed. It is up to the team members to split up the work and determine how to accomplish the tasks. As the manager, you will act more as a consultant and give guidance as needed.

53. Organizational Structure  How a business is organized is called its organizational structure  The organizational structure outlines the chain of command  It is up to each store to determine which structure suits its needs best  How a business is organized is called its organizational structure  The organizational structure outlines the chain of command  It is up to each store to determine which structure suits its needs best

54. Vertical Organization  In a vertical organization, managers report to higher levels of management and filter work down to employees within specified departments  Vertical organizations are often found in larger more traditional companies  In a vertical organization, managers report to higher levels of management and filter work down to employees within specified departments  Vertical organizations are often found in larger more traditional companies

55.  Top Managers  Within businesses, these people may hold titles such as chief executive officer, president, or vice- president  Middle Managers  The people who ensure that the decisions made by the top management are carried out by the manager  Supervisory Managers  The people who assign the work duties and directly supervise the employees are the supervisors  Top Managers  Within businesses, these people may hold titles such as chief executive officer, president, or vice- president  Middle Managers  The people who ensure that the decisions made by the top management are carried out by the manager  Supervisory Managers  The people who assign the work duties and directly supervise the employees are the supervisors

56. Horizontal Organizations  Known as self-managing organizations  Employees work in teams that manage themselves  Each team will have members from various backgrounds that contribute to the team  Decisions are made based on the customer  Known as self-managing organizations  Employees work in teams that manage themselves  Each team will have members from various backgrounds that contribute to the team  Decisions are made based on the customer

57. Check Point  What are the two ways to organize a company?

58. Management Positions  The daily activities of the school store should be carried out by the employees - not by the school store advisor!  Store Manager  Operations Manager  Merchandise Manager  Sales Promotion Manager  Controller  The daily activities of the school store should be carried out by the employees - not by the school store advisor!  Store Manager  Operations Manager  Merchandise Manager  Sales Promotion Manager  Controller

59. Store Manager  Makes decisions about how the business should be run  The other managers will report to the store manager  The manager develops policies and procedures and communicates them to the other managers  Makes decisions about how the business should be run  The other managers will report to the store manager  The manager develops policies and procedures and communicates them to the other managers

60.  Reports to the school store advisor  All new policies and procedures should be approved by the advisor  In many school stores the only manager is the store manager  In these situations that manager will take on several roles  The manager is often selected by the school store advisor based on a resume, job interview, and work performance in the store  Reports to the school store advisor  All new policies and procedures should be approved by the advisor  In many school stores the only manager is the store manager  In these situations that manager will take on several roles  The manager is often selected by the school store advisor based on a resume, job interview, and work performance in the store

61. Operations Manager  Deals with the day-to-day operations of the business including scheduling, opening and closing, and cash register operations  Reports to the store manager  Will be involved in developing opening and closing procedures and training employees  Deals with the day-to-day operations of the business including scheduling, opening and closing, and cash register operations  Reports to the store manager  Will be involved in developing opening and closing procedures and training employees

62. Merchandise Manager  Responsible for the merchandise mix offered in the store  Will determine what trends will be used to influence purchase decisions  Some school stores assign a buyer for each department of products  Responsible for the merchandise mix offered in the store  Will determine what trends will be used to influence purchase decisions  Some school stores assign a buyer for each department of products

63. Sales Promotions Manager  Responsible for developing and implementing sales promotions within the store  This person needs to be creative but also must possess analytical skills in order to evaluate effectiveness  Responsible for developing and implementing sales promotions within the store  This person needs to be creative but also must possess analytical skills in order to evaluate effectiveness

64. Controller  This is the person who maintains careful financial records  This job requires both math and organizational skills  This person will also track the sales and maintain records of deposits made and checks written  Ideally this person should have had some accounting classes  This is the person who maintains careful financial records  This job requires both math and organizational skills  This person will also track the sales and maintain records of deposits made and checks written  Ideally this person should have had some accounting classes

65. Check Point  List five types of management positions that could be found in a school-based enterprise.

66. Check Out 1.What type of organization has an up-and-down structure? a.Horizontal organization b.Vertical organization c.Upward organization d.None of the above 2.What type of organization is said to have a “flattened structure”? a.Horizontal organization b.Vertical organization c.Upward organization d.None of the above 1.What type of organization has an up-and-down structure? a.Horizontal organization b.Vertical organization c.Upward organization d.None of the above 2.What type of organization is said to have a “flattened structure”? a.Horizontal organization b.Vertical organization c.Upward organization d.None of the above

67. 3. Explain the difference between vertical and horizontal organizations and describe the advantages and disadvantages of each. 4. What is the role of the operations manager? 5. Why is the role of controller such an important position for a school-based enterprise? 3. Explain the difference between vertical and horizontal organizations and describe the advantages and disadvantages of each. 4. What is the role of the operations manager? 5. Why is the role of controller such an important position for a school-based enterprise?

68. Assignment  Complete the Chapter 9 Review and turn in