When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership Case Study Memo

Case Study Recommendation Memo Assignment

At Fern Fort University, we write When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership case study recommendation memo as per the Harvard Business Review Leadership & Managing People case memo framework. If you are looking for MBA, Executive MBA or Corporate / Professional level recommendation memo then feel free to connect with us.

Other topics that can be covered in the above case memo are Leadership, Leadership development, Motivating people, Risk management . The recommendations in the case memo are - aligned with strategy of the company, based on robust data, and provide a clear roadmap for execution.

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When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership Description

Leadership & Managing People Case Study | Authors :: Henry P. Sims Jr., Samer Faraj, Seokhwa Yun

A situational theory of leadership attempts to match a particular leadership style or type to specific external circumstances. The general idea is that one type of leadership will be effective in one situation, but a different type of leadership will be effective in another situation. Historically, situational theories of leadership have been too abstract to apply to specific situations. Nevertheless, the concept of situational leadership retains considerable intuitive appeal. In this article we draw on our previous research about situational leadership during resuscitation in a trauma center, in order to derive a general strategy of how a leader can best develop his or her own personal theory of leadership which best works for their unique circumstances. The core of the strategic approach involves: (1) defining goals for a specific situation, (2) defining potential leadership types, (3) identifying situational conditions, (4) matching a leadership style to the particular situation, and (5) determining how the match between leadership style and situation will be made. The medical trauma center we profile provided an interesting example of how leaders considered elements of the situation to guide their own leadership.

Leadership, Leadership development, Motivating people, Risk management

Purpose of Leadership & Managing People Case Study Recommendation Memo

A Case Study Memo or Case Study Recommendation Memo is a routinely used document in leading organizations, and you may be writing number of such memos to executive leadership to “sell” or elevate an initiative that either you are undertaking or you wanted to kick start. Therefore, it is essential that you have a professional case study recommendation memo.

The purpose of a recommendation memo is to concisely recommend a course of action and provide rationale supporting the recommendation. The case study recommendation memo is a one-two page document (not including exhibits) that recommends your course of action and rationale. This format promotes a concise and clear strategic thought process.

Elements of a Case Study Recommendation Memo for – MBA & Executive MBA

1. First Paragraph of When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership recommendation memo

  • This paragraph expresses your intent or action that you required after reading the When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership case study (This recommends……).
  • Topic overview of the case study (the “what”, not “when” or “how”): costs, funding, etc.
  • Ends with the hook: selling idea, the “why” or payoff: this part reveals the author’s point of view. What you intend to do after reading the case and it clearly mention your decision.

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2. Background of When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership case study


This paragraph explains why we are talking about this today. It lays out the story. It provides us details from the case story such as -

  • Historical perspective on the problem is provided. Details are elaborated that underline the given problem.
  • Highlights - what brought us to this moment, why we are in this position, what brought about the need to make this decision.
  • Dimensionalize the importance of the problem to the organization and how it is impacting the organization.
  • Constraints – Provide a situational analysis based on case study analysis.
  • Keep the background section both factual and concise. It is part of the memo where we provide a brief insight into the problem and define the problem.

Checklist

Is the background clear, concise, and easy to follow?
Does it explain why action is needed now?
Does the appropriate sense of urgency come across in the case study?

3. Recommendations for When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership Case Memo

Recommendations section will provide details regarding what is needed to be done, how it can be done, when to do it and who will do it. It can be elaborated with scenario planning as businesses

  • The details of what, when and how. NO 'why'.
  • This section should be very specific (100% clear). It must be actionable (How much will it cost, when, how, who). The reader should be able to read this and know how to carry out this recommendation.
  • Some cases will require more than one recommendation. It often happens that the firm will require more than one recommendations as there are numerous unknown in the market place.

Checklist

Is the recommendation clear and actionable? Does the firm has capability to implement the recommendations or does it needs to hire fresh talent?

4. Basis for the Recommendations

  • Here the reader of the case memo will learn WHY each recommendation is the UNIQUE right thing to do.
  • 2-3 solid reasons are typical. The reasons should be backed by clear logic, organization’s vision and mission statements, and robust data analysis.
  • Orignal recommendation can be backed by few supporting roadmap to actions. In operations cases the Critical Path Method of PERT can be used to illustrate the point.
  • Support includes impact on profit, share, and anything else that can affect long-term business goals of the firm.
  • Analysis should address applicable quantitative issues such as NPV, break even analysis, pro forma statement of project budget, sensitivity analysis; as well as qualitative issues, such as, technology consistency, architectural conformance, innovation potential, etc.
  • Appeals to precedent and anecdotal evidence in absence of data, but only in limited, carefully constrained manner.
  • Shows how the recommendation will put the firm at a competitive advantage or is simply acompetitive necessity.
  • The goal is to read the basis and conclude the recommendation.

Checklist

  • Is the recommendation an inescapable conclusion of the basis?
  • Does the basis for recommendation appropriately consider:
    1. Core competencies and consistency with mission?
    2. External customers and internal clients?
    3. Competitors?
    4. Attractiveness – quantitative measures if applicable (e.g., NPV, ROI, break-even, payback)?
  • Are all assumptions explicitly stated (e.g., needs, technology trends)?

5. Discussions

  • Outline other alternatives not selected and provide brief reasoning for doing so.
  • Discuss risks and key assumptions for When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership case memo (use full disclosure, reference options grid) of your recommendation.
  • When you give a precise number or range, you must support the basis as well.

Checklist

  • Is the analysis thorough with key alternatives fairly considered using options grid?
  • Risks associated with recommendation for When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership are properly addressed given the present capabilities and future expectations?

6. Next Steps for When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership case study memo

  • Clearly specify the roadmap of the execution. Provide specific date and action that are required to carry on the next steps.
  • Task assignment, objectives, roles and metrics should be mentioned in advance to reduce ambiguity and replication. (what will be done, by whom, and by when)

Checklist

  • Clear follow-up/next steps?
  • If appropriate, lay out timeline with key milestones to implement recommendation.

7. Exhibits for When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership case memo

  • An Exhibit can be a data chart, map, graph, grid, or simple data table.
  • While doing the calculations please mention all the assumptions. The reader won’t able to decipher each of the assumption so make them explicit.
  • Exhibits should have Title, sources, footnotes to calculation. The point of the Exhibit should be instantly clear to the reader.
  • Exhibits should be cited in the proper order (i.e., do not cite Exhibit 4 first in your Memo and then Exhibit 2).

Checklist for When Should a Leader Be Directive or Empowering? How to Develop Your Own Situational Theory of Leadership case study memo exhibit

  • Is the analysis presented in the case memo - precise, accurate, and data-based?
  • Are the exhibits clearly laid out, titled, and referenced in the case study memo?
  • Is every assumption mentioned in the case memo is explicitly listed?

NOTE: Every memo may not include every element described above. The specific case will dictate what must be included. For custom case memo please email us or process the order.


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