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Trinity Advisors Board of Directors & Controlling Shareholders Essay

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TRINITY ADVISORS
ORGANIZATIONAL DEVELOPMENT CONSULTANTS
CONTRACTING PROCESS REPORT August 27, 2019
PPC, LLC California
Board of Directors Controlling Shareholders
Current conditions highlight a problem with diminished market share, inefficient and ineffective
management, declining revenues and profitability. These key issues are the result of underlying
deficiencies within the company to be addressed in the team intervention. The company requires
an immediate intervention on a company wide level to stabilize the situation and then a team
intervention to correct the underlying issues creating the problems. Failure to initiate the
intervention will result in continued complacency of management, sharply declining revenues,
negative profitability and in a short period of less than five years, the expiration of existing
product patents and the loss of revenues and the insolvency of the company. It is anticipated that
the current situation is the result of decline caused by the aging product line, aging management,
losing touch with the emerging market and ambiguous commitment by senior management to
change, development and employee relationships. This is described by the developmental model
of Change happens during a cycle always composed by the emergency stage, growth stage,
maturity stage and decline stage. (Fernandez, 2018). The company is in the decline stage.
Initial phase of the intervention will be a comprehensive data-gathering operation. Preliminary
data gathering has produced an early external analysis highlighting a vestigial software product
with relatively short patent lifetimes, senior management abrogating responsibility to day to day
managers who are nearing retirement and are not motivated to make significant changes,

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employee lethargy and low retention rates, high fixed costs of operations including real estate,
outdated industry operational parameters and no significant transformational leadership. The
value of the existing business, net of hard assets, is negligible and current key employees are
actively seeking new employment.
The relevant clients will be a new board of directors formed by the controlling stockholders.
Preliminary data collection has exposed a rift between stockholders and stakeholders and current
management will be the focus of the first phase of data gathering to determine their efficacies
and commitments to the company or lack thereof. A determination of the key managers
commitment to moving forward and those who would accept early retirement will be determined
and as a result, the remaining management team will be the focus of the team intervention. This
first phase intervention will require the review of corporate documents, including files and
reports, one on one meetings with managers and their staffs to determine the reality of the
managers perceptions versus employee perceptions, broad spectrum discussions of the nature and
depth of the change to be developed and frank discussions of the commitment levels of
managers. The relevant sponsoring contracting partner will be the new board of directors.
Apart from the obvious issues revealed through the early stage external data collection, the actual
intervention plan will depend upon information revealed in the comprehensive data gathering
phase. Internal abilities to deal with new systems, readiness of sponsors to accept change, what
resistance will be forthcoming to fundamental change, what conflicts exist between stakeholders
and shareholders, how will management react to fundamental changes and what ethical and
contractual issues will prevent new system-wide development will create the contract for
intervention (Foster, 2017) and are among the many factors that will determine the success of the

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1 TRINITY ADVISORS ORGANIZATIONAL DEVELOPMENT CONSULTANTS CONTRACTING PROCESS REPORT August 27, 2019 PPC, LLC – California Board of Directors – Controlling Shareholders Current conditions highlight a problem with diminished market share, inefficient and ineffective management, declining revenues and profitability. These key issues are the result of underlying deficiencies within the company to be addressed in the team intervention. The company requires an immediate intervention on a company wide level to stabilize the situation and then a team intervention to correct the underlying issues creating the problems. Failure to initiate the intervention will result in continued complacency of management, sharply declining revenues, negative profitability and in a short period of less than five years, the expiration of existing product patents and the loss of revenues and the insolvency of the company. It is anticipated that the current situation is the result of decline caused by the aging product line, aging management, losing touch with the emerging market and ambiguous commitment by senior management to change, development and employee relationships. This is described by the developmental model of “Change happens during a cycle always composed by the emergency stage, growth stage, maturity stage and decline stage.” (Fernandez, 2018). The company is in the decline stage. Initial phase of the intervention will be a comprehensive data-gathering operation. Preliminary d ...
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