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Management
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Case Study
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English (U.S.)
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Topic:

Planning and Management of Change and Theories of Leadership for Atterley-JLP Merger

Case Study Instructions:

In this report you will be required to evidence the following:

Task 1: Evaluate theories of leadership with reference to culture issues and the barriers that management must prepare to face whilst implementing this change. (40%)

 Task 2: With reference to the case scenario, analyse the effectiveness of ProSci’s ADKAR model and Kubler-Ross’ Change Curve suggesting ways of practically managing the change for achieving the desired success. (50%)

Report presentation and referencing (10%)

 Learning outcomes assessed 

Explore and critically appraise strategies and methods used for the planning and management of change

Develop a plan to effectively manage a specified change.

ASSESSMENT CRITERIA

Ensure you use the correct report format:

• Cover page with index

• Executive summary (a ‘summary’ of the key recommendations for the CEO)

• Introduction

• Tasks – main body including analysis and evaluation

• Conclusion

• Recommendations

• References

• Appendices

Please note:

• The word count should be 2500 words (+/- 10%)

• You may include appropriate graphics to support your points if you consider they will add value to your answer

• This is not to be written as an ‘essay’

• Cover page, Exec Summary, References and Appendices are NOT included in the word count)

• You must use academic theory and other robust sources to support your text, and any theory used should be applied to the context of the scenario

• You must use in-text citations to evidence your work, in addition to producing a full list of references in the bibliography. All of these should conform to

Harvard Referencing format.

• The bulk of this text should be your own original work and should not be excessively paraphrased.

Marks will be awarded as follows:

• A poor answer (39% and below (Fail) misses the point of the task and fails to address the requirements listed in the brief, either entirely or to a significant degree. Expression is simplistic and vague. The answer is unstructured and also fail to use any academic support, with no citations or reference list in evidence. Answer demonstrates no analysis question and is simply a templated solution taken from other sources. Answer lacks significant originality

• A basic answer (40 – 49%) addresses some of the issues and demonstrate limited knowledge of appropriate theory, but at a superficial level. It demonstrates difficulties with structure and contains some gaps in understanding. Expression lacks maturity and use of professional terminology. The material is not arranged in a user friendly, logical format. The delivery system of the programme is be unclear and there are minor inaccuracies in any financial information

• A satisfactory answer (50-59%) addresses a large amount of the questions and demonstrate a sound, basic knowledge of theory, but with some minor omissions in content and minor inaccuracies in expression. Structure is largely logical. There is an attempt to analyse and evidence that the solution has been tailored to a fair degree. Use of theory and evidence is reasonably good but with room left to strengthen the credibility.

• A good answer (60-69%) adopts a logical structure and address almost all of the questions using virtually all appropriate theory that relates. Knowledge appears be sound. The report is supported by a good variety of robust academic and industry sources. Omissions and inaccuracies are minor. Analysis and evaluation is done well, but lacks some depth, detail and sophistication.

• An excellent/outstanding answer (70%+) identifies all the key issues within the question and make extensive use of appropriate theory in providing a credible solution. Structures is logical and the proposal easy to follow and digest. Relevant theory and industry practice is used to produce wellsupported recommendations. Grammar and academic skills is of a high standard, and analysis and evaluation is consistently delivered throughout, with sophisticated use of materials. An extensive range of sources have been uses in a highly sophisticated manner.

• An exceptional answer (80%+) Faultless work in terms of presentation and academic skills, and the overall credibility of the proposal is extremely high, to the extent that it might be used as a template for a future industry document.

The level of detail included in the plans and schematics is exceptional without being overcrowded or confusing.

Case Study Sample Content Preview:

Leadership and Change
Name
Course
Institution
Date
Abstract
The Atterley-JLP merger will require strategic inputs to be concluded successfully. The primary challenge for the merger is the cultural differences between the organizations. While JLP is an established organization whose operations are affected by the regulations to contain the COVID-19 pandemic, Atterley is an emerging organization in an online niche that is not exhausted. While the merger will likely benefit both organizations, they must forge a change management plan that works for both. The plan should focus on key factors that include CAB functionality analysis, data access, process automation, and a smooth approval process. The leaders will also need to choose new styles for the implementation of the merger. The key characteristics of the management theory and the contingency theory of leadership make them ideal for this merger. Ultimately, the ADKAR tool should guide the merger process as it defines the stakeholder inputs and their roles in the merger process. Bearing the value of emotional stability in the change process, the leaders should also consider the inputs of the Kubler-Ross change curve.
Leadership and Change
Implementing mergers is one of the biggest challenges that business leaders can face in the current operational settings. At least 70% of mergers and acquisitions fail within their first year of operation. Such a high possibility for failure demands a strategic approach to any attempt towards a merger. The planned merger between Atterley and John Lewis Partnership (JLP) should bear a glimpse of the challenges that mergers can trigger. The proposed merger stands at the brink of failure if proper strategies are not included to circumvent the problems. From the case, it is notable that the two companies do not have many similarities in their operations and cultures. Atterley stands in the right position to succeed as a stand-alone entity. However, with the competitiveness of the industry, it needs the size and ability to keep its growth. A merger between the two organizations will be successful after a proper analysis of its strengths, weaknesses, opportunities, and threats and employing the right resources and leadership strategies to accompany the changes.
Planning and Management of Change
Planning and managing the possible outcomes of a merger begins with the identification of the possible outcomes. Such an analysis comes with the assessment of factors that can fuel or impede the implementation of the change. In the Atterley-JLP case, planning and management for change should emphasize five key factors. Primary among the factors is the approval process. The approval status for both companies plays a primary role in ensuring smooth changes in operations. In this case, both organizations bear significant differences in their value chains. While JLP has operated majorly through physical customer interactions, Atterley emphasizes online activities. While analyzing the approval process, the stakeholders must understand the scope of the operational differences before planning synchrony. Planning synchrony in a change process accommodates strategic analysis of the organization and structuring how each organization can complement the other.
Process automation and analyses of governance tools are the other elements of the change planning process stakeholders from both organizations must emphasize. Process automation implies the easy movement of processes from one user to another with little confusion, disruption, or delay upon implementation of the change. JLP will bear much of the challenges considering the nature of the change in which they intend to revitalize their operations to focus on new customer interaction platforms. An ideal change management strategy should feature built-in checks and balances for both parties in analyzing the governance tools. That can help users to understand what they need to do and how they should execute their tasks. For instance, managers can create reminders to help employees to adjust to the new cultures.
Data access and CAB functionality are the last prospects that managers must emphasize in planning a change. In implementing mergers, managers tend to avoid the vitality of data access in their operations. Both organizations must operate impartially to allow for effective outcomes. Users can handle change operations efficiently and intelligently if they employ the right data handling tools. Ultimately, the CAB operations help with functionality integrations between organizations. With their motivation to employ the emerging technological tools in advancing their market share, Atterley and JLP must consider the inputs of CAB functionality in the change. CAB functionality should help users prioritize tasks, optimize value, respond quickly to unexpected change requests, and ensure the collective development of long-term and short-term change strategies. Focusing on the above prospects in planning a merger should trigger fluency in operations upon completion of the changes.
Theories of Leadership
Leaders play a vital role in executing change anchored on the above prospects of change management. In the JLP- Atterley merger, leaders from both factions of the merger must understand their roles in the execution of the strategy. The role of leaders in executing a merger strategy stems from ironing the challenges that the two organizations in the process of the merger. Principle among the challenges that the JLP- Atterley merger will face is differences in cultures. Atterley is an emerging organization whose success is anchored on the identification of a unique operational niche. Atterley bases its operations on the online fashion sector. Atterley has also been strategic in its resource management, bearing the investments by organizations such as PDS that have the global appeal that Atterley requires for its international presence. The management at Atterley employed their success at the newly-found operational environment to segment and opened more outlets for their customers who are more oriented to the traditional shopping methods. At a glance, Atterley is culturally structured to adapt to the changes in the operational environment. The employees at Atterley understand the trajectory of their organization as one that is primarily based on operational changes. The same cultural structure cannot be said of JLP. Partly, JLP intends the implementation at a losing point. They operate primarily from their outlets. JLP intends to use the merger as a platform for Atterley's niche. Unlike Atterley that has been market share-oriented, JLP is struggling to survive the impacts of low sales. Both organizations are coming into the merger from opposing cultural perspectives, which would require strategic leadership inputs to succeed.
Two theories of leadership would be vital for the success of the JLP- Atterley merger in as far as addressing the cultural differences is concerned. The first theory that must be considered in the case is the contingency theory. Contingency or situational theory focuses on the impacts of the settings on organizations' performance (Kalafatis, 2017). The contingency theory explores the situational effects of success or failure. For instance, change is a situational factor that affects the operations of an organization (Andrews, McConnell, & Wescott, 2010). The situational theory of leadership insists that an ideal leader should adapt his/her styles according to changes in his/her settings. Using situational leadership theories, JLP leaders must understand the inclusion of a new cultural stream in their organization.
Addressing the cultural challenges using situational leadership bears two solutions. The first solution should be the CEO of JLP absorbing Atterley and revitalizing the cultural structure at Atterley to conform to the parent organization's culture. That first strategy is challenging as it can cause an abrupt resistance from the absorbed Atterley employees. A more appropriate strategy would be the absorption of Atterley's employees and their culture while operating under the umbrella of JLP. The second strategy can be effective in the short-term. Employees from Atterle...
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