SCHOOL OF BUSINESS ADMINISTRATION AND ACCOUNTANCY
MANSRV4
Prepared by: BELEN B. APOSTOL, MBA
STRATEGIC BUSINESS
ANALYSIS – FEASIBILITY
STUDY
A Self-regulated Learning Module
A Self-regulated Learning Module
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CHAPTER 5- ORGANIZATION AND MANAGEMENT STUDY
OBJECTIVES OF THE LESSON:
1. To describe the organization and management study
2. To distinguish the different aspects of the organization and management study
3. To prepare an organization and management study
Organization and Management Study
FORMULATION OF GOALS
Goals or objectives are the desired results of a particular undertaking. They provide direction for all decisions
and form the criterion against which actual work accomplishments can be measured. Goals can be formulated
for the marketing, technical, and financial aspects of the feasibility study.
In most cases, goals and objectives are written with quantifiable targets. This makes it easy to determine if the
goal set has been achieved or not. An example of a marketing objective is: "To acquire at least 10% market
share." For the technical aspect of a study, an objective is to increase production capacity by 20% in the next
two years.
CHARACTERISTICS OF WELL-DESIGNED GOALS AND OBJECTIVES
• Expressed in terms of results rather than actions
• Measurable and quantifiable
• Clear time frame
• Challenging and yet attainable
• Written down on paper
• Communicated to all members of the organization.
Once the objectives and the ways and means of attaining them have been established, the next step is to prepare
an overall implementation plan. This is discussed in the organization and management study, as follows:
1. Basic considerations in forming the organization
2. Form of ownership
3. Organizational chart I Management of the Project
4. Officers and Key Personnel I Labor Requirement
5. Project schedule
A. BASIC CONSIDERATIONS
First, the purpose of the project must be restated. Then, by consolidating the inputs from the marketing,
technical and financial studies that are relevant to organization and management, the project's organizational
chart may now be designed. For example, the marketing organization proposed in the marketing study will now
be included in the master plan, along with the production staff described in the technical study.
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B. FORMS OF OWNERSHIP
The four forms of ownership are:
1. Single proprietorship
2. Partnership (general or limited)
3. Corporation ranging from small to large-scale enterprises
4. Cooperative organization (consumers, producers, marketing, or financing)
D. ORGANIZATIONAL CHART
In an organization chart, all personnel - from the management to the rank-and-file-employees - are presented in
a diagram which shows their relationships and the flow of authority.
E. OFFICERS AND KEY PERSONNEL
The names of specific individuals for certain key positions are set forth in this section. The necessary
educational background, work experience and training, and net worth of each position must be adequately
described.
F. PROJECT SCHEDULE
The different activities involved in the preparatory stage of the project are presented in the Gantt Chart, stating
the duration of each activity and/or the PERT Network to establish the sequence to be followed for the different
activities.
With a computer-based Project Management software, an analyst can prepare the schedule and the associated
PERT/CPM. He/she can play around with the project schedule using the "What if?" scenario, assuming
unforeseen delays, untimely delivery of resources, or inability to raise funds when needed. The analyst can also
track the progress of activities taking note of slippages that need immediate attention by management.
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ASSESSMENT1 – ORGANIZATION AND MANAGEMENT STUDY
30 points
Create an Organization and Management Study using our lecture as your guide (From A to F discussed above).
Use suggested format below:
A.
B.
C.
D.
E.
F.
Formulation of Goals and Objectives
Basic Considerations
Form of Ownership
Organization Chart
Officers and Key Personnel
Project Schedule
Rubric for Assessment 1: Organization and Management Study
CRITERIA
EXCELLENT
GOOD
FAIR
POOR
Shows superior
Shows
Shows some
Shows little
knowledge and
adequate
knowledge
or no
understanding of knowledge and
and
knowledge
the study
understanding understanding
and no
of the study
of the study understanding
23 -30
of the study
16 - 22
8-15
1-7
Formulation of Goals and Objectives
Basic Considerations
Form of Ownership
Organization Chart
Officers and Key Personnel
Project Schedule
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