Progressive Case Study
The progressive case study is a course long project that will allow you, the learner to
not only learn the concepts of project management, but to put them into practical
application. An aspect of a project will be presented each week based on the
information provided in this opening introduction and through information shared in
either the weekly discussion or the weekly assignment. In some cases the progressive
case study will be a discussion question in which to discuss a course of action for the
You are invited to participate in this ongoing project beyond that of what is assigned, this action is
encouraged. The project is intended to be a fun way to move from concept into
practice. As does each project manager, you bring your learning, background, and
experience. You are encouraged to integrate that which you know into the assignment.
The study is not intended for you to merely repeat back what was taught in the
lectures, guidance, and text. It is important that you go beyond the course materials
and complete your own research in addition to that which is provided. Bring in your
own experience and resources. Most important, make the study work for you. We will
each have something different to be gained from the study.
J. Smith & Associates
J. Smith opened a financial services firm in 1975 in a small office in Springfield, Mo. In
the last 35 years the firm has grown substantially to over 60 offices around the country
and over $100,000,000 in funds management. The company continues to grow in
revenue by over 15% annually.
The company maintains the headquarters in Springfield, Mo. Continued changes in
legislation, government policy, and investment products have made managing change
more difficult. Consistency with the highest quality services offered has been the
bedrock principle for over 35 years. As the company has grown, the infrastructure of
the organization has struggled to keep up. J. Smith the founder of the company has
requested an overhaul of the organizational structure to set a foundation for the next
An organizational strategy team has been developed with personnel from all levels of
the organization. Personnel from different offices are attached to the team for feedback
and information. Each office is responsible for reporting back the needs of their region
including those of the offices not directly part of the organizational strategy team.
You have been brought in as an external consultant to head the organizational overhaul project. You
report directly to the team. You will be asked to complete certain tasks as part of this
project and report back to the team. You are encouraged to bring in new ideas and
concepts to the organization as to how the organization can be strengthened and more
effective in their work and communications.
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