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Leadership And Change Management

Leadership and Change Management
Team C
John Blauvelt, Frank Czajka, John Gustafson, Jason Miller, Patrick Simpson, Cathy Wess
University of Phoenix
MBA 520 – Transformational Leadership
Mr. Leonard Shelton
April 7, 2008


Leadership and Change Management
Summary of Key Concepts
The Intersect Investments simulation is not unfamiliar territory to big business there have been many organizations that have gone through or are going through a similar reorganization structure and culture. The CEO, Frank Jeffers, has made it clear to his team what the vision is for the company and how to go about getting to the end result. Mr. Jeffers wants to implement a trusted advisor model into his organization. A program that will help increases the customer base and their credibility with Wall Street.
The plan includes growing a customer base by 25% and increasing the product line for consumers and small businesses. The program will add trust and value to the company’s services. He believes this is the way to reach the objectives and goal the organization. Frank Jeffers is an agent of change for the company and sees this plan and direction as the new future for the company. He will need to be able to communicate this vision to the team if he wants to be successful. He will need to get support from upper management staff to get the message out about this new direction he has chosen.
Both Merrill Lynch and Tata Motors recognize change is necessary if each organization is to realize the mutual goal of customer satisfaction and therefore the growth of its business. Both companies also demonstrate an understanding of the techniques available to build consensus amongst its stakeholders. One of these techniques employed by both companies is creating urgency for change, which is driven by the customer’s perspective. In the case of Merrill Lynch, communicating to its employees how the customer views Merrill Lynch creates a sense of urgency and therefore a better chance...