Types of Training
S T A F F I N G
                                                           ★ Technology Training - this means to
                                                               teach the new employee
    -   Business dictionary defines “staffing” as          ★ Quality Training - to familiarize
        the selection and training of individuals              employees with the means of
        for specific job functions and charging                preventing, defecting, and eliminating
        them with the associated                               non-quality items (international
        responsibilities.                                      organization and personality habits)
    -   Based on Weihrich, Cannice, and                    ★ Soft-Skills Training - refer to the
        Koontz the managerial function of                      personality traits, social graces,
        stuffing is defined as filling and keeping             communication, and personality habits.
        it filled positions in an organizational           ★ Skill Training - Includes proficiencies
        structure.                                             needed to complete the job
    -   the most important managerial function             ★ Team Training - to develop
        along with organizing, leading,                        cohesiveness among team member
        controlling and planning. These four                   relationship building
        function depends on the man power                  ★ Managerial Training - participants are
        through staffing function                              candidate for promotion or recently
    -   is a continuous activity for as long as the            promoted employees
        organization is existing because the               ★ Safety Training - to ensure employees
        movement of employees due to                           are protected from injuries caused by
        promotion and transfer takes place                     work-related accidents. It can also
        continuously.                                          provide or include evacuation plans, fire,
    -   is putting the right man at the right job. It          and earthquake drills, and workplace
        is a human resources manager's job or                  violence.
        to look for people, select, train, develop,
        and provide remuneration.                       Compensation & Benefits
                                                           ★ Describes the cash rewards paid to the
Recruitment and Selection Process                            employees in exchange for the services
   ★ Identify vacancy and evaluate the need                  that they provide.
   ★ Develop job description                               ★ Includes based salaries or wages,
   ★ Develop recruitment plan                                incentives and commission.
   ★ Search research committee                             ★ Fixed amount paid exchange for an
   ★ Position and implement recruitment plan                 employee's salaries.
   ★ Review applicants and develop short list
   ★ Conduct Interviews                                 Salaries & Wages
   ★ Select Hire                                            ★ For full time employees, salaries is
   ★ Finalize Recruitment                                       described as annual, monthly, or
                                                                bi-weekly or weekly amount
Training                                                    ★ For part-time employees, it is described
    ★ Are educational activities within an                      as an hourly amount.
        organization that are designed to
        improve the job performance of an               How to determine appropriate salary range
        individual or a group.                             ★ Establish the value of the position based
                                                               on your organizational requirements
Training Processes                                         ★ Understand what the market is paying
    ★ Orientation       ★ Mentorship                           for a similar position
    ★ In-house          ★ External Training
Incentives                                           managerial function nothing or at the best way
    ★ Are drivers in attracting and retaining        little is likely to come about.
        the best employees
    ★ Bonuses - performance based goals
                                                                    DIRECTING
        (individual, team or company )
    ★ Profit Sharing - predetermined
        percentage of profit is shared among             ★ Involves guiding, inspiring, and leading
        employees (paid once a year)                       people so that they accomplish
    ★ Commissions - for securing the sale                  pre-determined objectives
    ★ of a product service.                              ★ Directing is done well, when working in
                                                           an organization is efficiently and
Performance Appraisal                                      effectively done.
   ★ Is a systematic evaluation of the                   ★ The function of directing influences the
      performance of the employes                          subordinates and motivates them into
   ★ A tool to understand the abilities of a               meeting the organizational goals
      person for further growth and                      ★ Directing function deals with a human
      development.                                         factor which is complex and therefore
                                                           presents challenges to directors.
Types of Performance Appraisal Systems
Self- Assessment - individual rate their job
performance and behavior
Peer- Assessment - All individual work group or
co-workers rate their performance
360 Degree Feedback - includes input from an
individual supervisor and peer
Employee Relation                                        ★ Managers as the function of directing
  ★ Can be a key to the ultimate success of                can control and influence the actions of
      the organization.                                    the subordinate.
  ★ Strong relationship = members of the
      organization are more productive,
      efficient, less conflict, and loyal.
Reward System
   ★ For employee development and raising
      motivation with the purpose of achieving
      better and more visible results.
                                                         ★ Directing is a continuous function.
   ★ Aims to boost productivity and work
                                                         ★ Directing finalization of the process of
      quality in the entire organization.
                                                           production.
   ★ Cannot be copied from another
      organization.
                  LEADING
Theo Haimann - “To make managerial -
decision meaningful, it is necessary to convert it
into effective action which the manager
accomplishes by directing without this
                                                    *However, none of these traits will guarantee
 LEADING                  DIRECTING
                                                    success as a leader.
 Inspires change          Manages                   Leaders are not born, they are made with big
                          transformation            effort which one of us must pay the price to
                                                    achieve any goal that is worthwhile.
 Aptitude to sell         Aptitude to teach                           - Theo Haimann
 Requires vision          Requires tenacity
                                                    Behavioral Theory
 Understanding the        Understanding how            ★ What does a good leader do?
 external                 the work gets done           ★ This focuses on how leaders behave
                                                       ★ In the 1930's Kurt Lewin developed a
 Imagination              Specifics                        framework on a leader's behavior.
 Risk- Taking             Self- Discipline
                                                    Autocratic Leadership - Leaders make all the
 Abstract thinking        Concrete Data             decisions. Increases productivity, short term but
                                                    is detrimental to a long term engagement,
 Ability to articulate    Ability to interpret      motivational, and creativity.
                                                    Democratic Leadership - The leaders include the
 Confidence in the        Blind commitment to       entire team in decision making that leads to
 face of uncertainties    completing the task at
                                                    strong engagement, creativity and sustainable
                          hand.
                                                    productivity even in the absence of the leader.
 Accountable to the       Accountable to the        Laissez-Faire - The team members make all the
 entire organization      team                      decisions known as the zero-leadership. This
                                                    can workwell in highly skilled and self-motivated
                                                    teams but is most of them detrimental for
           LEADERSHIP THEORIES                      productivity.
    ★ Leaders are made not born they are            Contingency Theory
      made by hard effort, which is the price          ★ How does the situation influence the
      which can all of us must pay to achieve              situation?
      any goal that is worthwhile                      ★ This theory produces which style is the
          - Vince Lombardi                                 best for a certain situation
                                                       ★ Quick decision making
Trait Theory
   ★ What type of person makes a good               Power and Influence Theory
        leader?                                        ★ What is the source of the leader's
   ★ Traits are external behavior that                     power?
        emerge from the things going in our            ★ This is based on the different ways of
        minds and these internal beliefs and               the leaders in using power and influence
        processes that are necessary for                   to get things done.
        effective leadership
                                                     ROLE OF COMMUNICATIONIN
Example of traits and qualities of a good leader:       THE ORGANIZATION
   ★ Integrity
   ★ Assertiveness
   ★ Empathy                                            ★ Employee Trust - creates a sense of
   ★ Good- decision making                                transparency which builds trust.
   ★ Likability                                         ★ Clarity - make roles and responsibilities
                                                          comprehensible.
    ★ Collaboration - can streamline the                    satisfaction and engagement which can
      process and improve the result.                       drive better performance and
                                                            productivity.
                                                     Access to a Wider Talent Pool
     MANAGEMENT OF CHANGE AND
                                                         ★ Find the best candidates for open
     DIVERSITY IN THE WORKPLACE
                                                            positions regardless of background and
                                                            identity.
Change in the Workplace                              Increased Adaptability
   ★ Refers to any alteration to the stars quo,          ★ Open for change and diversity.
        whether it is major transition or a minor
        improvement in operations.
   ★ Changes can be brought about by                              ORGANIZING
        internal or external factors, such as
        market competition, changes in                  ★ Follows planning, is a group of people
        customer needs or shift in the economy.           who work together, coordinate and
Diversity in the Workplace                                collaborate their actions to achieve a
   ★ Can include differences between                      broad scope of goals.
        individuals that include race, ethnicity,    :
        gender, sexual orientation, age, religion,   Organizing as a Process
        cultural background, and more.                  ★ Is an executive function
   ★ A diverse workplace is one in which                ★ Becomes a managerial function:
        these differences are valued and                    - accomplishment of business objectives
        respected and where employees feel                  - division of labor
        the sense of belonging.                             - departmentalization
                                                            - delegation of duties and
                                                            responsibilities
 BENEFITS OF EMBRACING CHANGE AND
                                                            - coordination of efforts
    DIVERSITY IN THE WORKPLACE
                                                     Organizing as a Structure
Increased Innovation                                    ★ is a network of internal responsibility
    ★ Diverse workforce releases a wide                     and authority relationships
        range of perspectives and expenses to           ★ is a framework of relationships among
        the table which can lead to increased               various levels of operation to
        creativity and innovation.                          accomplish common objectives
Improved Decision-Making                                ★ is a systematic combination of people
    ★ Diverse perspective that can help                     functions and physical facilities
        organizations make more improved,
        informed, and well rounded decisions,
        leading to better outcomes.                   TYPES OF ORGANIZATION STRUCTURES
Enhanced Repuration
    ★ Companies that embrace adversities             Line Organizational Structure
        and inclusiveness are seen as more               ★ has only direct vertical relationships
        attractive to customers, employees and              between different levels in the firm.
        investors which can enhance the                  ★ tends to simplify and clarify authority,
        organization's reputation and improve               responsibility and accountability.
        brand loyalty.                                      promotes fast decision making and very
Better Employee Engagement                                  simple to understand.
    ★ Workplace that values and respects                 ★ becomes ineffective once the firm grow
        diversity leads to increased employee               larger.
                                                     Matrix Organizational Structure
                                                        ★ is a permanent organization designed to
                                                            achieve specific results by using teams
                                                            of specialists from different functional
                                                            areas in the organization
                                                        ★ decentralized decision making,
                                                            improved environmental monitoring,
                                                            responses to change and has flexibility
                                                            in the use of resources.
Functional Authority Organization Structure
   ★ staff personnel who are specialists in
       some fields are given functional
       authority.
   ★ The line officers or managers have the
       direct power to achieve the                   Organization Theories and Application
       organizational goals. The staff officers or      ★ is a key question for an entrepreneur
       managers have staff authority over the               and a major factor in the success of the
       line.                                                business
                                                        ★ can help one address issues
                                                            successfully by highlighting specific
                                                            organizational problems and how a
                                                            suitable structure can deal with them.
                                                        ★ A survey of the different possibilities can
                                                            help a person make an informed choice.
                                                        ★ all address several main questions
                                                            about how a company works. They
                                                            assume an organization has structure,
                                                            goals, and members but focus on the
                                                            efficiency of the organization, how it
                                                            achieves its goals, how its environment
Divisional Organizational Structure                         affects its operations and how it survives
    ★ can have a different basis on which                   in the face of outside challenges.
        departments are formed. They are by             ★ Knowledge of the theories can be used
        function, product, geographic territory,            to match goals, business environment
        project and combination approach.                   and the employees of the company with
                                                            the organizational structure best able to
                                                            meet the challenges that the company
                                                            faces.
                                                     Classical Structure Theory
                                                        ★ traditional organizations have either a
                                                            pure hierarchical structure or a modified
                                                            one, such as a matrix structure that add
                                                            additional reporting paths to positions at
                                                            the working level.
   ★ employees report to one or more                   ★ flows upward as we go up in the scalar
       managers for their work and disciplinary           chain, the authority increases
       matters.                                     Accountability
   ★ managers in this structure rely on the            ★ means to check whether the
       organizational structures to channel               subordinates are performing their
       work to the appropriate department.                responsibilities in an expected manner
Contingency Organizations                                 or not.
   ★ this theory assumes that organizations            ★ cannot be delegated, which means, in
       adapt to their environments in the                 the case of non-completion of the task,
       absence of formal structures.                      the manager will only be held
   ★ The advantages of a well-adapted                     responsible for it, not the subordinates.
       business include flexibility in addressing      ★ also flows upward
       changes in the marketplace and
       responsiveness to customer needs.            FORMAL ORGANIZATION
Behavioral Organizations                               ★ when two or more persons come
   ★ organizations that focus on the behavior            together
       of individual employees can be                  ★ have a common goal
       successful in wide variety of business          ★ willing to collaborate to achieve the goal
       environments and an alternative to a            ★ has its rules and regulation
       classical structure.                            ★ has a system of coordination and
   ★ assume employees complete the                       authority
       required work if their company provides         ★ objectives are specific and defined
       a suitable business environment.                ★ members are given specific duties and
                                                         responsibilities
                                                       ★ formed by the top level management
       THREE MAJOR ELEMENTS OF
                                                       ★ rules are documented
             DELEGATION
                                                       ★ made by a formal authority or the
                                                         superiors follow and be rewarded, don't
Responsibility                                           follow and get penalized
   ★ assigning the work to an individual.              ★ duties and responsibilities, authority and
   ★ The managers assign particular                      accountability of each member are well
       responsibility to the subordinates for the        defined
       completion of certain tasks on his              ★ the objective are specific and
       behalf. An individual has to apply his            well-defined; productivity, growth, and
       physical and mental ability to get the job        expansion stable
       completed efficiently.                          ★ shown on the organizational chart
   ★ In case the subordinate fails, the                ★ get financial benefits like wages or
       manager will be answerable to his                 salaries, bonuses, allowances, health
       seniors.                                          insurance, etc
Authority
   ★ certain authority is delegated to the          INFORMAL ORGANIZATION
       subordinate                                     ★ exists within the formal organization
   ★ means the power to take decisions                 ★ is a network of personal and social
       independently and accomplish the task              relationships
       efficiently.                                    ★ people meet and interact regularly; they
   ★ must be equal to the responsibility, this            become good friends and companions
       means. a certain level of authority is          ★ does not have rules and regulation
       delegated which is sufficient to complete       ★ is formed by social forces within the
       the responsibility.                                formal organization that
    ★ doesn't have to follow any rules and
                                                      RELATIONSHIP BETWEEN PLANNING
      regulation
                                                             AND CONTROLLING
    ★ no fixed duties, responsibilities,
      authority, accountability for the members
    ★ objectives are not specific and not well           ★ Without the basis of planning, controlling
      defined.                                               activities becomes baseless and without
    ★ main objectives are friendship, security,              controlling, planning becomes a
      common interest, individual and group                  meaningless exercise.
      satisfaction                                  According to Billy Goetz, “Relationship
    ★ not stable                                    between the two can be summarized in the
    ★ not shown on the organizational chart         following points.”
    ★ get personal social benefits like friends,    1. Planning precedes controlling and controlling
      community group, etc                          succeeds planning.
                                                    2. Planning and controlling are inseparable
                                                    functions of management.
            CONTROLLING                             3. Activities are put on rails by planning and they
                                                    are kept at right place through controlling.
    ★ Controlling is the last function of any       4. The process of planning and controlling works
      management. This will be unnecessary          on Systems Approach which is as follows:
      to the management if other function of        Planning → Results → Corrective Action
      management is performed properly.             5. Planning and controlling are integral parts of
    ★ is a continuous activity. It is a pervasive   an organization as both are important for smooth
      function of management as it is               running of an enterprise.
      performed in all organizations(business       6. Planning and controlling reinforce each other.
      and non-business) and all managerial          Each drives the other function of management.
      levels. Under controlling, the process
      has to be assessed continuously.                In the present dynamic environment which
                                                    affects the organization, the strong relationship
Koontz & O’Donnel - “Controlling is the             between the two is very critical and important. In
measurement of accomplishment against the           the present day environment, it is quite likely
standards and the correction of deviations to       that planning fails due to some unforeseen
assure attainment of objectives according to        events. There controlling comes to the rescue.
plans. ”                                            Once controlling is done effectively, it give us
G.R. Terry - “Controlling is determining what is    stimulus to make better plans. Therefore,
being accomplished that is, evaluating the          planning and controlling are inseparable
performance and if necessary, applying              functions of a business enterprise.
corrective measure so that the performance
takes place according to plan. ”                        CONTROL METHODS AND SYSTEM
Henry Fayol - “Control consists in verifying
whether everything occurs in conformity, are the        ★ Quantitative Methods use data and
plans adopted, the instructions issued, and               various quantitative tools to monitor and
principles established. ”                                 control production output.
MC Farland - “The presence in a business of             ★ Two common quantitative tools are
that force which guides it to a pre-determined            Budgets and Audits. By far the most
objective using predetermined policies and                widely recognized quantitative tool is
decisions. ”                                              Chart.
                                                        ★ The visual impact of a chart often
                                                          provides the quickest method of relating
                                                          data.
    ★ A difference in numbers is much more                 the economy, efficiency and
      noticeable when displayed graphically.               effectiveness of operating activities,
    ★ Most charts are versions of either the               including non-financial activities of an
      Grantt chart or the Program Evaluation               entity. Review of compliance with laws
      and Review Technique (PERT).                         and regulations.
                                                   Performance Standards
                                                       ★ Top managers control their organization
                                                          by establishing certain performance
                                                          standards. These performance
                                                          standards are often just more-clearly
                                                          defined objectives.
                                                       ★ For example, the president of a
                                                          company may want to increase market
Budgetary Control                                         share and profits by five and 10 percent,
   ★ Budgets are the most widely used                     respectively, in the new fiscal year.
      control system because the plan and
      control resources and revenues are           Preparation of Budget Plan
      essential to the firm’s health and              ★ Things likely to change over the course
      survival.                                           of the year ahead; some costs may
   ★ Budgeting is the formulation of plans for            increase and similarly some may be
      a given future peiod in numerical terms.            less. It can take a lot of time and effort to
   ★ Budgets correlate planning and allow                 draw up an actual budget.
      the authority to be delegated without
      loss of control.
   ★ An organization’s budget is an
      expression in financial terms of a plan
      for meeting the organization’s goals for
      a specific period.
   ★ A budget is an instrument of planning,
      management, and control.
   ★ Budget is used in two ways: First, to
      establish facts that must be factored into
      the operational planning. Second, to
      prepare narrative descriptions and
      financial information that the chain of      Reviewing the Budget
      command uses in its annual request and          ★ Budgets aren't simply a means of
      management of its funds.                            getting a grant. A committee should look
                                                          at the budget every month to check
Audits                                                    spending against income.
   ★ Internal auditing provides an
       independent review and appraisal of
       accounting, financial, and other
       non-tactical operations.
   ★ As a management tool, the audit
       measures and evaluates the
       effectiveness of management controls.
   ★ Accounting and auditing firms in the
       Philippines may be assigned to review