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Problem Solution: Intersect Investments 1 Welcome to WritePoint, the automated review system that recognizes errors most commonly made by university students in academic essays. The system embeds comments into your paper and suggests possible changes in grammar and style. Please evaluate each comment carefully to ensure that the suggested change is appropriate for your paper, but remember that your instructor's preferences for style and format prevail. You will also need to review your own citations and references since WritePoint capability in this area is limited. NOTE: WritePoint comments are computer-generated writing and grammar suggestions inviting the consideration and analysis of the writer; they are not infallible statements of right/wrong, and they should not be used as grading elements. Also, at present, WritePoint cannot detect quotations or block-quotes, so comments in those areas should be ignored. Please see the other helpful writing resources in the Tutorials and Guides section of the Center for Writing Excellence. Thank you for using WritePoint.

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Problem Solution: Intersect Investments 1

Welcome to WritePoint, the automated review system that recognizes errors most

commonly made by university students in academic essays. The system embeds comments

into your paper and suggests possible changes in grammar and style. Please evaluate each

comment carefully to ensure that the suggested change is appropriate for your paper, but

remember that your instructor's preferences for style and format prevail. You will also

need to review your own citations and references since WritePoint capability in this area is

limited. NOTE: WritePoint comments are computer-generated writing and grammar

suggestions inviting the consideration and analysis of the writer; they are not infallible

statements of right/wrong, and they should not be used as grading elements. Also, at

present, WritePoint cannot detect quotations or block-quotes, so comments in those areas

should be ignored. Please see the other helpful writing resources in the Tutorials and

Guides section of the Center for Writing Excellence. Thank you for using WritePoint.

Running head: PROBLEM SOLUTION INTERSECT INVESTMENTS

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Problem Solution: Intersect Investments 2

[Make sure paragraph indentation is five to seven spaces or one tab stop] Problem Solution:

Intersect Investments

Your [Eliminate second person (you, your) in academic documents and avoid addressing

the reader directly. Use third-person pronouns (he, she, it, they)] Name Goes Here

University of Phoenix

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Problem Solution: Intersect Investments 3

Problem Solution: Intersect Investments

After September 11, 2001, the financial industry instability caused many financial firms

to go out of business. The ones ["The ones" is simpler as "those"] still in the market are

struggling to keep their client’s trust, and their [Check pronoun agreement--if "their" refers

to "client" (or a singular subject), it should be singular, too (his or her)] Wall Street’s

reputation with investors. The situation for Intersect Investment Services is comparable the

company has survived but has trouble growing financially and meeting their targets. Intersect

CEO [Unless this is on the title page or in an in-text citation, spell out the full name before

first use of an acronym] Frank Jeffers made a commitment change Intersect, and recognized

they [Check pronoun agreement--if "they" refers to "CEO" (or a singular subject), it

should be singular, too (he or she) and perhaps require adjusting the following verb]

needed a new visualization to stimulate revenue growth and maintain customer retention.

Intersect new target is to "Provide a broad set of products and services to consumer and small-

business customers using a model of customer intimacy that will build long-term relationships

based on trust and value to the customer”(Intersect [Leave a space after the quotation mark]

scenario). The transform to a more dynamic Customer Intimacy model of operations should

upgrade Intersect, from a financial institution that is [Wordiness: see if you can remove "that"

or "that is"] barely staying afloat to one that emerges to be at the top of its field. Through the

implementation of the customer intimacy model, Intersect Investment Services will be able to

satisfy its customers’ needs, [Remove comma if the following is not a complete clause] while

providing advanced products suitable to a constant-changing market.

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Problem Solution: Intersect Investments 4

[Incorrect indentation] Situation Analysis

Issue and Opportunity Identification

Janet’s efforts toward driving change in the company’s customer relationship model can

be influence by [Check spelling--should this be the participle (influenced)?] several issues.

The first issue to consider should be the plummeting sales, causing Intersect to be off making

earnings the past year and their customer satisfaction down by more than 10 percent [Use the

symbol with numerals--10%] . Currently, in the Sales Department there is a high-employee

turnover, apart of considerable resistance to change initiatives in the company. The current

opposition already caused the dismissal of Janet’s predecessor, and lately Frank Jeffers the

company’s CEO has been thinking in letting go any other employee who is resist to change.

Furthermore, the sales area as state by Annie Sorrento, Director of Sales Operations are not

particularly confident that the changes will bring prosperity to the company as in the past they

[he or she] had been several failing attempts to develop change. Among the reasons for failing

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Problem Solution: Intersect Investments 5

were lack of communication, and proper follow-thorough. In addition, the arguments in the team

meeting reflected that there is a distinct lack of consensus among members of Janet Angelo’s

team.

Intersect has also opportunities that can assist Janet Angelo set the strategy together that

will enhance the best solutions for the company. The first opportunity to consider is the strong

leadership abilities of the executive team. The transactional leadership style of Frank Jeffers the

company’s CEO along with Janet’s history and participative leadership style will be beneficial

for the company in the process. Secondly [The extra syllable in "Secondly" adds no

additional meaning because the word is seldom adverbial in intention. Use the word

without "ly"] Janet’s team members are also experts on a variety of fields. Additionally,

Intersect Investment Services has a strong organizational culture; a characteristic that facilitated

their survival during some tough economic times.

Stakeholder Perspectives/Ethical Dilemmas

[Incorrect indentation] Like in any venture there are always differences in the

stakeholder perspectives, which conflict at Intersect Investment Services those impasses can

cause delay or even disruption in the company’s approach. The first dilemma is the lack of

cohesiveness ["Cohesiveness" is an awkward word. Use "cohesion," which means "the state

of being cohesive" (i.e., cohesiveness)] inside the management team. The team is not all in

concordance with the legitimacy and necessity of the proposed changes. Even, though, both

teams need and will be accountable for the company’s success, only the ones ["The ones" is

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Problem Solution: Intersect Investments 6

simpler as "those"] approving the change are the group that holds the power to make the

organization’s decision. Their differences are base [Misspelling: based] on whether or not the

changes are what are best for Intersect. There is ["There is" is an awkward phrase if "there"

is not clearly a location] an ethical dilemma because the group holding the decision power can

affect those who oppose to implementing changes, within the resistors to change group there are

also some fundamental employees that [Check word usage--If this word refers to a human

being, people are never "that" or "which," they are "who"] are [Writing suggestion:

rewrite the sentence to remove "that are"] require to succeed in the change of the customer

service model. The stockholders also have the social responsibility with the community, if their

company goes out of business like [The preceding two words are spelled as one word] many

other in their field did, Intersect will be affecting the community with their decision, as well as

[No comma before "as well as" (which means "in addition to" and is not a conjunction the

equivalent of "and")] , [Remove comma after "as well as"] their investment.

[Incorrect indentation] Secondly [Leave out "ly"] sales force and management are

already having [Writing suggestion--"having" as a transitive verb is vague. Reconsider the

sentence using "possessing," "acquiring," "developing," etc. Often "having" can simply be

deleted] dilemmas. The members of the sales team are into personal and professional growth and

need the proper tools as well as the correct directions in order to [Writing suggestion--the

meaning will be the same (and less wordy) by removing "in order"] be successful. Their

main issue is the lack of proper communication they had been receiving mixed messages on one

end some members of the management team are telling them to go along with the changes to

improve productivity; however, others are telling them to continue using the old methods and

will still continue to improve efficiency.

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Problem Solution: Intersect Investments 7

Lastly [Leave out "ly"] , there is a predicament causing disagreement between Janet

Angelo and Lyn Chen. Lyn, as the Vice President [This is not capitalized unless part of a

proper name (President John Doe) or to mean the President of the United States] of Sales,

is interest and accountable for growing sales for Intersect. Lyn will also be in charge of

implementing the policies and procedures that Janet Angelo sets out to support the new sales

model. Janet is responsible to design and implement the “customer intimacy” sales model. She

has to create new policies and procedures to implement the new model, and she also expects

members of her team and the rest of the organization to comply with her requirements, so far she

feels [Writing suggestion: if "feel" is used in the sense of "to believe or think," it is a cliché

and vague; use "believe" or "think"] she is not getting [Doctoral rule (although good advice

for any academic writer)--instead of using "get," which can mean many things, more

formal is to use forms of "receive," "obtain," "arrive at," "can," "could," "grow," "able

to," etc.] Lyn’s support on that matter. Lyn is persuade [The passive voice is a form of "be"

(is) and a participle (persuade). Over-use of the passive voice can make paragraphs

officious and tedious to read. Try to use the active voice most often; for example, passive

voice = The paper was completed on time. Active voice = the student completed the paper

on time--See Center for Writing Excellence > Tutorials & Guides > Grammar & Writing

Guides > Active & passive voice] that executing the new model goes in opposition to her

concentration of growing sales causing the dilemma for her to resist Janet’s strategies, in its

place of serving Janet in the implementation of the new sales model.

Problem Statement

Intersect needs to come out with a strategy to achieve changes in their corporation, to put

into practice the latest business goals of growing, and building a long-term relationship with their

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Problem Solution: Intersect Investments 8

customers as the impact of implementing the model of customer intimacy. The company must

fulfill their new project as soon as possible as the changing conditions in their activity may affect

their plans. “Environmental pressures represent the driving forces that push employees out of

their comfort zones. They energize people to face the risks that change creates” (Mc Shane &

Von Glinow, 2008, p.492 [Leave a space before the number] ).

The leaders at Intersect Investment Services need to establish assertive approaches to

achieve the transformational process. The best way to move forward this is to understand what

changes they are trying to accomplish at Intersect. The implementation of the new model for

consumer intimacy to become a leader in customer-focused investment services, through the

realization of an innovative sales model that encloses the entire company, can develop customer-

driven products; shift to provide the best service, and regain its position at the top of the financial

industry.

End-State Vision

With the realization, by all employees that the new customer intimacy model being

[Doctoral rule (but good advice for any academic writer)--If not a noun (as in "human

being"), the word "Being" is hard to imagine; it means "existing." Try to rewrite this

without using "being"--with action words like "attending," "working," "living,"

"experiencing," simply "as"--or even removing "being" completely] implement [The

participle form of "implement" is "implemented"] will come accompany of improving

business results. The leaders of Intersect have been able to [Wordiness: this phrase can be

simplified to one word--"could"] overcome some issues and identify opportunities to lead the

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Problem Solution: Intersect Investments 9

staff successfully to achieve the company’s new “customer intimacy” model. After monitoring to

completion the customer intimacy project throughout the entire 12 month [If used as an

adjective, these two words are hyphenated] process. All employees, adopt the new philosophy

that their customers’ needs are their own, and know that intimacy is the option to create

beneficial results. Intersect Investment transformed the sales experience for their clientele with

their new implemented model. The Intimacy model allows customers to see Intersect sales team

as their trusted advisors, which has attracted more clients to Intersect Investment’s.

The company has been growing financially even exceeding their goals as far as [Word

choice: if "as far as" is not followed later in the sentence by "is concerned" or the more

informal "goes," the phrase is incomplete. Clarity in writing requires the entire phrase] its

revenue and market share goals this year. Confidence within the sales team has boosted

enormously, and sales and marketing teams have been able to [Wordiness: this phrase can be

simplified to one word--"could"] work together, and support the company’s policy on track of

meeting revenue and market share goals. Performance evaluations where [If not referring to a

place, instead of "where," use "which" or "in which"] annual goals include the adaptation of

this new philosophy has been accomplishing the results of a more inspire staff. The most

significant accomplishment, has been recognized as the result of measuring through customer

surveys, is the high levels of Customer satisfaction and indexes for customer retention are at a

perfect 100%.

Alternative Solutions

[Incorrect indentation] Since [Check word choice--"Since" is more precise in

referring to time ("after that"); otherwise use "because"] Intersect Investment Services,

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Problem Solution: Intersect Investments 10

expect to become a leader in customer-focused investment services, with [Remove comma

before "with" (unless beginning or ending a parenthetical phrase)] the implementation of

the customer intimacy model, which involves the whole company, bringing change to the

organization to work in function of customer-driven products, and change their service to

provide the best customer service in the market. There are [Avoid using this phrase] several

alternatives that could be implement [The participle form of "implement" is "implemented"]

, after some research and benchmarking process, concluded that the below three choices are the

most feasible for the company to reach the end of state goals. The objectives, the urgency to

change and benefits from innovation must be effectively communicated [Passive voice ] to

employees, to embrace change and overcome resistance. The Leaders at Intersect by

communicating with employees, the employees will know exactly where the company is heading

up to, and which role they will be playing in the transformation process. Intersect Investment,

needs to start the process of coaching their employees and executives, training will help the sales

force to refine their sales skills, and assume their new role as trusted advisors for their customers.

Leaders in the corporation need to be reinforce on different leadership styles, overcoming

resistance as part as the process of change and implementation models.

[Incorrect indentation] Intersect needs to create a recognition model in order to

[Writing suggestion--the meaning will be the same (and less wordy) by removing "in

order"] motivate the sales force to become experts on the new sales approach. The recognition

model not necessarily means that everything should be about monetary recognition; incentives

should be about rewarding best performers and improvement techniques. During a benchmarking

analysis, several sources pointed in the direction that these top alternatives are heading. The Ford

Motor Company situation has similarities with Intersect Janet is the outsider that came to change

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Problem Solution: Intersect Investments 11

Intersect organizational culture, and Alan Mulally’s Ford CEO was also the outsider. At

Intersect, they would benefit from Mulally’s philosophy of anticipating problems and changing

direction on time, this was [Run-on sentence: needs a conjunction before "this" if it does not

follow an introductory phrase] accomplished at Ford by implementing the weekly status of the

company’s performance. At Ford they also start holding executives performance against profit

targets, the sales Department at Intersect, will [Remove comma] motivate to become experts on

the new model by implementing a recognition system.

[Incorrect indentation] The second example of a benchmark outside the industry is the

Walmart example they also experienced a similar situation like Intersect which [Use "that" for

a restrictive phrase (or place a comma before "which")] is their strong organizational culture,

it helped Walmart thorough the industry changes since September 11, 2001. Walmart executive

team decided it was time for Walmart to change and “realign several merchandise categories to

improve our ability to offer customers a clear and compelling assortment of quality products”

(Walmart Corporate, 2010) [The citation for a direct quote needs the page number] .

Remaining competitive within the discount retail industry can be challenging. Walmart has

implemented this strategy to stay on top, and be the retailer of choice among consumers by

staying true to the initial vision of Sam Walton, to save people money to help them live better. At

Intersect, it was also the executive team who determine that in order to [Writing suggestion--

the meaning will be the same (and less wordy) by removing "in order"] remain competitive

they needed to change. Walmart went back to their original vision. At Intersect, they are going to

an innovating vision, implementing the sales model for the company to become more productive,

which is going back to the core of a financial institution of serving their customers with

innovative products, superior investment advice and optimal customer service.

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Problem Solution: Intersect Investments 12

[Incorrect indentation] In another scenario from the benchmarking analysis, Dillards to

differentiate from the competition decide to focus on few, exclusive brands; this also simplified

their purchasing plans. [This quote, unless it extends into further sentences, should have a

closing quotation mark here. Check the rest of the composition for missing quotation

marks.] In the re-engineer process, they revive their ad from 2006, “The Style of Your Life".

[A period or comma goes inside the closing quotation mark] For now, their change of course

["of course" is a parenthetical phrase, an aside made to the reader, a sort of "shared

pause." Usually a comma should precede it (and one should follow it if not at the end of a

sentence)] in goals is working they came back on 2010, and expect to continue growing

relaying on their clientele confidence, and pending the retail industry recovery. Intersect scenario

has similitude's [Apostrophe: remove if the word is not possessive] with Dillards situation

both companies have struggle to survive in the business, experience plummeting sales that left

the companies short of meeting targets. Intersect executives also are differentiating from the

competition with their new strategy to endure in the industry, and are determine to make their

plans work. In both cases, previous market and service strategies failed, however, [Place

semicolon instead of a comma before this conjunctive adverb if it begins a new clause (and

if a semicolon follows it, replace it with a comma)] Intersect can benefit from Dillards in their

adaptability and the way they put the customer in the center.

Analysis of Alternative Solutions

There were [Avoid using this phrase] also other alternatives considered, some with

several reservations. The reasons for the reservations were the situation with the financial

industry constant-changing environment; amid other possible solutions was for management to

delay the implementation until all departments are committing to the organizational changes. To

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Problem Solution: Intersect Investments 13

embrace team effectiveness could take longer than going through the propose solutions. “Team

effectiveness refers to how a team affects the organization, individual team members, and the

team experience” (Mc Shane & Von Glinow, 2008, p. 261). Another feasible solution was letting

executives handle all decisions for the new service model rollout, not changing the structure, and

having the employees follow directions. This would bring more opposing employees, and

replacing people who oppose change. “Replacing staff is a radical form of organization

“unlearning” because replacing executives removes knowledge of the organization’s past

routines” (Mc Shane & Von Glinow, 2008, p. 497). The apparently best-suited [A compound

including a comparative or superlative adjective is not hyphenated] alternative for Intersect

was derived [Passive voice ] from benchmark work and previous experiences from other

companies. At Intersect, the basis of transformation lies in communication, coaching, clear

expectations, and reward system.

Risk Assessment and Mitigation Techniques

The cost involved in the rewards program at Intersect is a risk. As this will involve funds

to be spent on rewards/incentives, which may be perceive by executives as rewarding someone

for doing their job well, they [he or she] get pay a salary for doing their [his or her] job. A

possible solution is to come up with lower cost rewards. Alternates rewards could be flex time,

longer lunches, and discounts on investment services. The rest of the risks has to do with the

effectiveness that the following processes are handle Janet’s role needs to be clarifying in the

company for the staff to trust her position as managers might [Check word usage: Use "might"

to indicate an uncertain possibility. Use "may" for a possibility almost a sure thing] feel

[Try "think" or "believe"] uneasy working with new coworkers, rather than tenure executives.

In the communicational process, employees will have access to information that they have not

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Problem Solution: Intersect Investments 14

seen before. Because previous alternatives fail due to [Check word usage: This phrase is most

accurate in referring to something owed ($5 due) or an arrival time (due at 6:00)--try

"because" or "because of"] lack of communication and proper, follow up [This is spelled as

one hyphenated word: follow-up(s)] leaders in the organization especially [insert comma

before "especially"] , [Check punctuation: "especially" indicates something important

follows, so a comma does not follow "especially" if the "special" thing is then named]

Intersect CEO Frank Jeffers, need to work on reinforcement of the new ideas and the proper plan

communication to the employees otherwise they [he or she] will not trust that the new strategies

are going to [Wordiness: These words mean simply "will"] work.

Janet’s Angelo new model is an excellent idea; however, she must understand that not

everyone is willing to accept her innovative thoughts; therefore, coaching is a need for her to

understand that she cannot be expecting every person in Intersect to follow her plans. Because it

is an innovation without understanding what is her model about, and how [Unless this is the last

of a series, remove the comma--the following is not an independent clause] [These words

appear to lead to a dependent clause--if so, remove the comma (unless, of course, this is the

last element in a series)] beneficial it will be for the company to embrace her strategies. The

effectiveness of the process of implementation is a substantial risk the project is so abroad the

various steps need to complete the roll out, require commitment and appropriate plans for

continuation and completion; otherwise, they are leading the model to failure.

Optimal Solution

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Problem Solution: Intersect Investments 15

The best-case [A compound including a comparative or superlative adjective is not

hyphenated] solution will be to use a team approach for Intersect Investment Services’

customer intimacy model to be implementing. Intersect expects customers to trust them, they

need to embrace them as partners, rather than clientele, therefore, an image of confidence must

be project from within, a good way to start is to pave the way to implement the customer

intimacy model. The reward and incentive plan will encourage previously reserving employees

to helping out with the project. The undecided ones will be more likely to approach change, if

with the change they can realize some personal gain from it, [Remove comma if the following

is not a complete clause] while working towards [The preferred spelling is "toward"] the

company’s goals. After the implementation team informs the company its plans for the reward

system and communication channels are properly working with updates, training for leaders and

staff must begin. Once all employees at Intersect have been give [The participle form ends

with n --given] the basis of the new customer intimacy model, the reward and motivation

system it will be time to implement them [Check pronoun agreement--if "them" refers to

"customer" (or a singular subject), it should be singular, too (him or her)] . The whole

process will not be complete without introducing a feedback system.

Implementation Plan

[Incorrect indentation] The implementation plan for Intersects rollout of its new

customer intimacy model involves all staff and requires a commitment to the project. The

various stages require completing the rollout; will require dedication and proper follow-up. The

formation of multi-level employee focus group will need to be organize first, therefore, the

conflict between Janet Angelo and Lyn Chen, Vice President of Sales, motivate for the sales

grow and see no need implement the model, and Janet motivate by the success of her proposal

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Problem Solution: Intersect Investments 16

customer intimacy must be address [The participle form of "address" is "addressed"] soon,

and there should be a commitment from both ends to embrace change.

After the focus group, reveals its plans for the reward system and communication channels for

updates, training for senior management and staff must begin. Once all levels of employees at

Intersect have been introduced [Passive voice ] to the new customer intimacy model, the reward

and motivation system will need to be implemented. Finally, the customer intimacy model would

not be complete without a dynamic feedback system. Intersects customers needs will change

with the market. Intersect may come to find that this group of clients that [Check word usage--

If this word refers to a human being, people are never "that" or "which," they are "who"]

support the feedback program may be their best allies, if publicity ever fails.

Evaluation of Results

The success of Intersects model implementation can be evaluated [Passive voice ] by

two factors. To regain its first place in the financial industry, Intersect sales need to increase that

will be a signal of customer trust for the company. This will be achieving with the

implementation of the customer intimacy model, and the application of the client feedback

system. Customer retention will be the best feedback for Intersect. Janet Angelo’s leadership

approach to comply with Intersect CEO Frank Jeffers deadline, joined with the alternatives

proposed here, should [Remove comma] allow for [This is a phrasal verb, two words that

together mean something different from their individual definitions--looking up each word

in the dictionary would not produce the meaning, which could cause misinterpretation in

an international business communication. Try different wording, such as simply "allow" or

a form of "provides," "permits," etc.] introduction of the new model to occur by September

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Problem Solution: Intersect Investments 17

1st, 2005 with a complete working intimacy program in full force within 6 [Write out numbers

under 10] months (March 2006 [Place comma after author name] ). The stage that will

complete the customer intimacy rollout will be the proper carrying out of reward and motivation

system. Once the employee focus group has brainstormed for motivation and reward ideas, in

addition to deciding on communication channels, they [he or she] will present their [his or her]

findings [Doctoral rule (but good advice for any academic writer)--"Findings" as a noun

most often means legal decisions or small jewelry elements, e.g., necklace links or pin-backs

for brooches. Use "discoveries" or another term] within that month (July, [Leave out the

comma in a date that does not include the day ] 2005).

Conclusion

Reorganization processes are more than business plans they are the beginning of a

journey, within the road to change there will many obstacles, and struggle to adapt to new ideas.

The projected changes that will need to take place at Intersect will allow the company the

possibility of regaining the highest place in the financial industry. Unfortunately, the customer

intimacy model can only be successful with the acceptance of all employees. Opposition to the

plan will need to adapt to the transition. An appropriate rewards and incentive system should

encourage most staff persons to back and continue the new philosophy. Intersect is on the way to

for a customer-focused environment that will require and wrapping all the employees, at every

level.

References

BusinessWeek - Zimbio. FORDS SAVIOR? - (n.d.). Retrieve May 4, 2011from

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Problem Solution: Intersect Investments 18

http://www.zimbio.com/BusinessWeek/articles/889/FORDS+SAVIOR

McShane, S. L., & Von Glinow, M. (2008). Organizational behavior: Emerging realities for the

workplace revolution. The McGraw-Hill Companies. New York, NY.

Walmart Corporate. (2010, January 28). Organizational Change Memo From Eduardo Castro-

Wright.

Retrieve May 4, 2011, from WalmartStores.com:

http://walmartstores.com/pressroom/9627.aspx

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Problem Solution: Intersect Investments 19

Table 1

Issue and Opportunity Identification

Issue Opportunity Reference to Specific

Course Concept

(Include citation)

Concept

Low customer satisfaction Implement change new practice “customer intimacy,”

Constant changes in business environment require that company adapt their business environment to satisfy customer’s preference.

Explain critical success factors for organizational change

Plummeting sales left the company short of meeting targets.

Increase meet targets and exceed profits

The transactional leadership style of the CEO, Frank Jeffers, has put him into the leading role his vision of innovation, and his willingness to move ahead with the changes as he senses the urgency for change. An effective leader has a sense of urgency for change in order to drive the company to prosperity, delegates but is also part of the process as the company goals are at risk.

Identify the skills and competencies of an effective leader.

Resistance to change/ past initiatives triggering lack of consensus among team members.

Strong organizational culture helped them thorough the industry changes since September 11, 2001.

Intersect this concept applies in the conflict between Janet Angelo and Lyn Chen. Lyn, as the Vice President of Sales, motivated for the sales grow and no

Identify non-technological catalysts for change.

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Problem Solution: Intersect Investments 20

need to implement the model. Janet motivated by the success of her proposal customer intimacy. Different motivations may affect organizational change. Many renovation proposals fail because employees resistance. Both need to be able to work together to embrace change.

A Sales Department fundamental for future plans experiencing a high-employee turnover.

Experts on their field willing to work w/proper tools and guidelines.

“Organizations are human entities-full of life, sometimes fragile, always exciting.” (Mc Shane & Von Glinow, 2008, p.506) Intersect will be applying changes to the organization that will require employees to make changes in their practices, resistance has to be undertake as part of the process of changing. Lewin’s model applies to the situation.

Identify models and theories of change

Failing attempts/ Leadership refusing to accept opposition/ Lack of communication and proper planning.

Embrace change, review leadership approach to objections, proper planning

An effective leader will review the different leadership theories and adopt the one he/she considers more appropriate. In this particular case, in Intersect we observe the transactional leadership style of the CEO, Frank Jeffers. And the participative leadership style of Janet Angelo.

Compare and contrast theories of leadership.

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Problem Solution: Intersect Investments 21

Table 2

Stakeholder Perspectives

Stakeholder Perspectives

Stakeholder Groups The Interests, Rights, and

Values of Each Group

Management Team Management corporate culture.

Ethical values, respect, trust

The Sales Department employees Professional growth, job security, proper tools

and policies clarifications.

Honesty, fairness

Shareholders Maximizing profit per share, Accountability,

Integrity, Social Responsibility

Intersect customers Get better service from the sales force to feel their

business is taking care of with honesty and

respect. Integrity

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Problem Solution: Intersect Investments 22

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Problem Solution: Intersect Investments 23

Table 3

Analysis of Alternative Solutions

[Click twice on table to change, see instructions on next page. The alternatives and their ratings as well as the goals and their weightings shown below are for illustrative purposes, you should enter your own. Delete this paragraph when done.]

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Problem Solution: Intersect Investments 24

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Problem Solution: Intersect Investments 25

Table 4

Risk Assessment and Mitigation Techniques

Risk Assessment and Mitigation Techniques

Alternative Solution Risks and Probability Consequence and

Severity

Mitigation Techniques

·

·

·

·

·

·

·

·

·

·

·

·

·

·

·

·

·

·

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Problem Solution: Intersect Investments 26

·

·

·

·

·

·

·

·

·

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Problem Solution: Intersect Investments 27

Table 5

Optimal Solution Implementation Plan

Deliverable Timeline Who is Responsible

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Problem Solution: Intersect Investments 28

Table 6

Evaluation of Results

End-State Goals Metrics Target

Improve customer satisfaction and

attain a 100%customer retention rate.

Increase sales as a result, of

implementing the “customer

intimacy” model.

Surpass the targets for revenue growth

and market share goals.

Improve leadership teamwork skills to

build alliances, especially between the

departments of Sales and Marketing.

Boost the morale within the sales area

and minimize the high employee

rotation.