Goat Breeders Society Prepared by Hazel Taylor Professor Hazel Taylor prepared this case solely to provide material for class discussion. The author does not intend to illustrate either effective or ineffective handling of a managerial situation. The statements and opinions contained in this case are those of the individual contributors or advertisers, as indicated. The Publisher has used reasonable care and skill in compiling the content of this case. However, the Publisher and the Editors make no warranty as to the accuracy or completeness of any information on this case and accept no responsibility or liability for any inaccuracy or errors and omissions, or for any damage or injury to persons or property arising out of the use of the materials, instructions, methods or ideas contained on this case. This case may not be downloaded, reproduced, stored in a retrieval system, modified, made available on a network, used to create derivative works, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except (i) in the United States, as permitted under Section 107 or 108 of the 1976 United States Copyright Act, or internationally, as permitted by other applicable national copyright laws, or (ii) as expressly authorized on this case, or (iii) with the prior written permission of the Publisher. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 605 Third Avenue, New York, New York, 101580012, USA, (212) 850-6011, fax (212) 850-6008, email: permreq@wiley.com. Copyright © 2000 by John Wiley & Sons, Inc. All rights reserved. Item 1: Student Assignment Instructions You will work in teams of four or five to conduct an initial investigation. Your exercise is intentionally unstructured, and it is up to you to determine how to organize your team and how to proceed. You should assume you are new employees of the software consulting and development firm, Software Unlimited. This firm specializes in providing business solutions for small and medium sized organizations, and has established a reputation as a firm that doesn't automatically promote 'the computer' as the answer to all problems. It particularly prides itself on the Kanban solution it developed with a manufacturing firm a couple of years back. You will be provided with a memo from your boss, detailing your assignment. One class session will be set aside for you to conduct the interview. Certain documentation may also be available to you (if you ask the right questions). Your peers will assess your interview techniques and processes. Please note only certain people are available during the interview, and they can only be interviewed individually. You are required to prepare recommendations for your boss for a project to deal with the firm's request. You will also be required to deliver a presentation to the clients on your findings. You will be expected to answer questions at this presentation. A draw will be held to establish the order of the interviews. Goat Breeders Society 2 Assessment The assessment will be based on the following: The interview: peer assessment of your interviewing techniques. The report to your boss: your analysis of the people and problems of the organization. You can support your analysis with any documentation you choose. Any modeling techniques should be used effectively, not just for the sake of doing them. The presentation to the client: how well you address the issues that are concerning the client from the client's perspective; whether the client accepts your recommendations; how well you handle the client's questions; professionalism (peer assessed) Team work: how well you organized your team and allocated tasks; how well you capitalized on each other's strengths, and supported each other's weaknesses (self and group assessment). Goat Breeders Society 3 Item 2: Memo from Software Unlimited Boss to Students INTERNAL MEMORANDUM SOFTWARE UNLIMITED DATE: 15 AUGUST, 1997 TO: GREEN TEAM FROM: HAZEL TAYLOR, DIRECTOR BUSINESS SYSTEMS RE: DAIRY GOAT BREEDERS A couple of weekends ago, I spent some time with Val Campbell, one of my old school teachers, now retired and pursuing her hobby of breeding dairy goats. I've now received the attached letter from her. Val has just been elected President of the Dairy Goat Breeders Society, a non-profit organization, which maintains goat breeding and performance records, and aims to foster interest in and education about milking goats. She is looking for help in analyzing some problems that have arisen in the Society. I think this might be a good problem for you to 'cut your teeth on' - small enough to handle, but with sufficient complexity to extend you! I'd like you to meet with Val and some of her Dairy Goat Breeders committee to explore their situation. From what Val says in her memo, and from my previous discussion with her, I'd suggest that you carefully consider the Goat Breeders' situation. I'm not sure how clear they are about what their problems really are. I don't know how much you can find out from one interview with Val and her committee, so I don't expect you to come up with a complete solution from just this one meeting. In fact I don't think Val expects an immediate solution. What I'd like you to do is meet with Val and her committee and find out what kind of help they'd like from us, and what we can offer them. This will be a 'free' session, part of developing potential business for us with the Society. After you have met, organize your thoughts into a report for me on what kind of analysis we might do for the Dairy Goat Breeders Society. Prepare a presentation that you can take to a full Society committee meeting to sell our business analysis and software services. Val is a pretty astute person, although she's still learning about the workings of the Society. So you'll have to develop a clear proposal and figure out what key points are necessary to sell our services. This should be a good opportunity for you to show me that you can generate new business for our company. How's that for a challenge? Good luck! HT Goat Breeders Society 4 Item 3: Letter from Goat Breeders to Software Unlimited GOAT BREEDERS SOCIETY WAIKATO TOWN 15 August, 1997 Hazel Taylor Software Unlimited Hamilton Dear Hazel, Hazel, it was good to see you again last weekend. I'm so pleased to hear how much you're enjoying your work. I always knew you'd do well! Thank you for listening so carefully to all my woes about the Goat Breeders! As I said, I haven't been involved much with the Society up ‘till now as I've been too busy teaching, and I had no idea how much I was taking on when I agreed to stand for President. Even after a month in office, I still have a lot to learn. My problem is that the Society is changing so rapidly at the moment, with the boom in interest in dairy goats, and I seem to be getting so much conflicting advice about what we should do. I've been thinking all weekend about your offer to help us look at our problems, and I think you just might be able to help. Let me try and explain our situation again. The Goat Breeders Society had small beginnings, being essentially a group of hobbyists, like myself, who kept goats for pleasure, and perhaps for the health reasons attributed to the milk. We pursued an interest in livestock breeding and competing at local A. and P. shows. However this has all changed rather suddenly in the past few years. Commercial markets have been found overseas for goat milk, in particular dried milk powder, and a small commercial cheese factory has been established. This has led to a dramatic increase in interest in dairy goats and goat breeding, and a corresponding increase, both in membership of the Society, and in the number and type of goats registered. Now our Secretary/Registrar, Margaret Morris, who has acted in a voluntary capacity for the past four years, has decided to resign. She says the workload's become impossible, but there've also been a few rumblings from the membership about the quality of her work. I'm not sure how much of the problem is the increased numbers, and how much is just that she's getting a bit tired of the job. What makes it all more difficult is that she says she'd stay on if we paid her wages for the time she spends, and she has been very loyal to the Society, and worked hard to promote it. Goat Breeders Society 5 I think she probably has a good point, but not all our committee agrees with me, and that's my problem. I don't know whose advice to trust, and I'm not sure where to start to work out what's best to do. One of our committee members, Dave Gold, says all we need is a computer, and he could set it up and run it 'in his sleep'! The trouble with that is that I have no idea what he really knows about computers, although he works as a technician at Lincoln Research Center down in the South Island so I guess he probably knows a bit. And we also have Colin Thorp, who's a prime mover in the commercial side of the goat world. He thinks we should employ a full-time manager, and knows just the right chap. But a lot of our members are suspicious of Colin's motives. I know you people are real computer experts, and from what I hear, a computer might be able to help with some of our problems. But we're a non-profit organization, and have to be careful with members' funds. And we have different people throughout the country running the various parts of our administration, so I'm not sure how it would all work. What I'd like to do is take up your offer of an initial meeting with your business consultants, to discuss how you might be able to help us. Then maybe you can give me a proposal or outline on how we could proceed from there. I can't get the whole committee together for this, but I will be in Hamilton to judge at an A. and P. show in two weeks, and Margaret and Colin will be available then too. I'll call you in a couple of days to arrange a time. Sincerely, Val Campbell