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1. Technical skills
2. Human skills
3. Conceptual skills
4. Design skills
Frederick Taylor
Henry L. Gantt-
Henry Fayol
CHESTER I. BARNARD
He was a business executive and was one of the earliest writers that conceived of an
organization as a system which embraced the activities of two or more persons coordinating
their activities to attain a common goal.
He considered an organization as the binding element common to all cooperative systems.
Acording to Barnard’s theoretical formulation, the continuance of a successful organization
depends upon two conditions:
a. The accomplishment of the purposes of the organization, which he termed effectiveness
b. The satisfaction of individual motives, which he termed efficiency
ELTON MAYO
Together with FJ Roethlilsberger gave academic stature to the study of human behavior at work.
Their experiments concluded that the worker is not a simple tool but a complex personality that
often is difficult to understand
This phenomenon, arising from workers being noticed has been known as the Hawthorne Effect
HUGO MUNSTERBERG
they stressed that in applying scientific management principles, managers must look at the
workers first and understand their personalities and needs.
According to them, it is not the monotony of work that causes so much worker dissatisfaction;
but rather, management’s lack of interest in workers
FREDERICK W. TAYLOR
HENRY L. GANTT
PETER F. DRUCKER
W. EDWARD DEMING
LAURENCE PETER
Observed that managers get promoted until they reached the level of their incompetence, but
no further promotion is possible
Errors in the selection are possible, perhaps even common
WILLIAM OUCHI
Theory Z
In theory z, selected Japanese managerial practices are introduced by companies
One of the characteristics of type z organization is an emphasis on the interpersonal skills that
are needed for group interaction
There is also an emphasis on informal and democratic relationships based on trust
Participative management facilitates the free flow of information needed to reach consensus
Formal planning and objectives are important
Workers are seen as a whole human beings not simply as factors in production
a. Objective setting
b. Action planning
c. Periodic reviews
d. Annual evaluation
Reasons for employee appraisal-plays a very important role in the reward system. It is the
process of evaluating the performance of employees
It is necessary in order to allocate resources in a dynamic environment, motivate and reward
employees, and give employees feedback about their work, maintain fair relationships within
groups coach and develop employees and comply with regulations
The hallmarks of modern appraisal are:
a. Performance orientation
b. Focus on goals or objectives
c. Mutual goal-setting between supervisors and employees
d. Extensive feedback systems
Performance appraisal provides a systematic basis for assessment of employee contributions,
coaching for improved performance and distribution of economic rewards
1. Scientific Approach
The scientific method involves determination of facts through observation
2. Systems Approach
APPROACHES TO MANAGEMENT
ORGANIZATIONAL BEHAVIOR:
1. People
2. Structure
3. Technology
4. Environment
1. Objectives are widely shared by members and there is a strong and consistent flow of energy
towards those objectives
2. People feel free to signal awareness and difficulties because they expect the problems to be
dealt with and they are optimistic that these problems can be solved
3. Problem solving is highly pragmatic. People work informally and are not preoccupied with
status, territory or second guessing “what higher management will think”
4. The judgement of people lower down in the organization is respected
5. Collaboration Is freely entered into. People readily request the help of others and are willing to
give in turn
6. When there is crisis, the people quickly band together in work until the crisis departs
7. Conflicts are considered important to decision-making and personal growth.
8. There is a great deal of on-the-job learning based on the willingness to give, seek, and use
feedback and advice
9. Joint critique of progress is routine
10. Relationships are honest
11. People are turned on and highly involved by choice
12. Leadership is flexible, shifting in style and person to suit the situation
13. There is a high degree of trust among people and a sense of freedom and mutual responsibility
14. Risk is accepted as a condition of growth and change
15. What can we learn from each mistake
16. Poor performance os confronted and a joint resolution sought
17. Organizational structure, procedures and policies are fashioned to help people get the job done
and to protect the long-term health of the organization.
18. There is sense of order and yet a high rate of innovation.
PLANNING
Deals with selecting missions and objectives and the actions to achieve them. Planning bridges the gap
from where we are now and where we want be.
Kinds of Plans:
1. Mission or Purpose
2. Goals and objectives
3. Strategies
4. Policies
5. Procedures
6. Rules
7. Programs
8. Budgets
3 Perspectives of Planning:
1. Satisfying perspective
2. Optimizing perspective
3. Innovative perspective
Kinds of Planning:
1. Be aware of opportunities
2. Establish objectives
3. Develop premises
4. Determine alternatives
5. Evaluate alternative courses of action
6. Select a course of action
7. Implement the plan
8. Evaluation
ORGANIZING
Means to create a structure with fully integrated parts that are related to each other and is governed by
their relationships to the whole.
Theories of Organizing
Organizational Strategy:
1. Growth
2. Finance
3. Organization
4. Personnel
5. Public Relations
6. Products or Services
7. Marketing
CHARACTERISTICS OF AN ORGANIZATION
1. Goal-oriented
2. Psychological orientation
3. Structural systems
4. Technological systems
5. Management systems
-Henry Fayol
1. Objectives
2. Specialization
3. Coordination
4. Authority
5. Responsibility
6. Efficiency
7. Delegation
1. Team-building
2. Process consultation
3. Job enrichment
4. Organizational Behavior modification
5. Job design
6. Stress management
7. Career and life planning
8. Management by objectives
Change in policy:
1. Unfreezing
2. Moving or changing
3. Refreezing
STAFFING
This include human resources planning, recruitment, selecting, induction, training and development, the
intent of which is to attract in the organization personnel conceptualized in the design of the various
positions to be filled
Staffing is the process of supplying the organization with the needed personnel to achieve the objectives
for which it has been established.
1. A desire to manage
2. The ability to communicate with empathy
3. Integrity and honesty
4. The person’s experience
DIRECTING
Is the process by which manager communicates with and influences other members of the
organization in pursuit of company objectives to achieve desirable ends.
Is perceived to be a process through which the manager energizes the organization into action by
way of motivating and directing members to perform their respective duties and responsibilities.
1. Psychological
2. Safety and security
3. Social
4. Self-Esteem
5. Self-actualization
Frederick Herzberg
1. Hygiene or maintenance factors- These constitute the condition in work (better working
conditions, salary, and effective supervision that make employees satisfied but not necessarily
motivated). Absence of these factors will lead to dissatisfaction. Continually increasing the
hygiene factor may not motivate the workers once it has become adequate. It will only keep the
workers from becoming dissatisfied.
2. Motivator or job content factors- These are real motivators. Achievement, responsibility and
recognition. If continuously paid attention to, for instance, providing better opportunities for the
development among workers to experience the, then naturally, these factors, will lead to
motivation of these workers.
MOTIVATORS SATISFIERS
Achievement Company policies and administration
Recognition Quality of supervision
Advancement Relationship with supervisor
Work challenge Peer relations
Possibility for development Pay
Responsibility Job security
Working conditions
Status
According to Herzberg, the motivators are the job factors that are intrinsically motivating the employees
that constitute the most enduring sources of motivation in the work environment. On the other hand,
the satisfiers are important factors because these create dissatisfaction, if not properly attended by
management.
This theory classifies people in relation to their dominant need for achievement, power or affiliation.
Skinner believed that the environment determines the individual behavior even if he alters the
environment. He argued that the workers can be motivated by properly creating the work environment
and providing rewards or stimulus for desirable worker’s performance. Moreover, it is the external
environment that influences the behavior people exhibit rather than their external needs, wants, and
desires.
1. Participation in decision-making
2. Important assignments
3. Appealing compensation
4. Other incentives and benefits
EXPECTANCY THEORY
The expectancy model implies that, through experience, people learn the kind of rewards
(outcomes) they value more highly than others. These outcomes may or may not be in the order of
Maslow’s hierarchy of needs. It is observed that the basis of comparative analysis of what outcomes
they want (valence) and the possible connection between these outcomes and performance
(expectancy), workers develop a drive for action which we call motivation.
HAROLD LEAVITT
He makes a contribution to our understanding of human motivation when he classified human needs
into two, basic and acquired. The basic needs include food, shelter and rest while the acquired needs
are those beliefs and values which people lean by virtue of their membership in a social group and
consequently realized in their daily living. Examples of these ideas are fairness, social justice, equality
and patriotism. The significance of this theory is that it alerts our minds in understanding the importance
of an individual’s social and cultural background and therefore we understand better his perception and
motivations.
POWER IN ORGANIZATIONS:
1. Legitimate Power- power vested on a person by virtue of the authority he has in an organization
2. Expert Power
3. Referent Power
4. Reward Power
5. Punishment Power
6. Relationship Power
STYLES OD DIRECTING
1. Task Management
2. Country club management
3. Middle of the road management
4. Impooverished management
5. Team manager
CONTROLLING
Is a managerial function of measuring and correcting performance in order to make sure that
organizational objectives and plans were deliberately devised to be attained are being accomplished.
1. Establishing standards
2. Measuring performance against these standards
3. Remedies for deviation from standards and plans
COMMMUNICATION
Defined as the transfer of information from a sender to a receiver, with the information being
understood by the receiver.
Chester I. Barnard viewed communication as an essential means by which people are linked together to
an organization to achieve a common purpose.
The primary purpose of communication in an organization is to effect change. To initiate and influence
action for the welfare of the organization. Communication is very important for the internal and external
functioning of the organization because it integrates the managerial functions.
1. Organize human and resources in the most efficient and effective way
2. Establish and disseminate the goals of the organization
3. Develop plans for their achievement
4. Select, develop and appraise members of the organization
5. Lead, direct, motivate and create a climate in which people want to contribute
6. Control Performance
1. Downward communication
2. Upward communication
3. Crosswise communication
TYPE OF COMMUNICATION
1. Written communication
2. Oral communication
3. Non-verbal communication
BUDGETING
Classification of Budgets
1. Revenue and expense budgets- the most basic is the sales forecast. The sales budget is the
foundation of budgetary control.
2. Time, space, material and product budgets
3. Capital expenditure budgets
4. Cash budgets
5. Balance sheet budget
1. Overbudgeting
2. Overriding organization goals
3. Hiding inefficiencies
4. Causing inflexibility
FLEXIBLE BUDGETS- designed to provide maximum flexibility consistent with efficiency that
underlies good planning. The flexible budget is based on an analysis of expense items to determine
how individual costs should vary with volume of output.
The task of flexible budgeting involves selecting some unit of measure that reflects volume,
inspecting the different categories of cost, and by statistical studies, methods of engineering analysis
and other means and determining how these cost should vary with volume of output.
SUPPLEMENTARY BUDGETS
Normally, a six-month or one year budget is prepared for the purpose of outlining the company’s
plans, coordinating the various departments and formulating department objectives. This budget
gives every manager a chance to authorize the scheduling output and spending funds above the
basic budget.
ZERO-BASED BUDGETING
Is a budgeting in which each responsibility center calculates its resource needs based on the coming
year’s priorities rather than on the previous year’s budget. The responsibility in this type of
budgeting stresses that expenditures that cannot be justified for the coming year will receive fewer
resources or may be disbanded.
1. Top-down Budgeting
2. Bottom-up Budgeting
MOTIVATIONAL DRIVES
Motivational drives affect the way people view their jobs, and consequently, affect their lives. These
motivational drives reflect the various elements of the culture in which they were shaped—their family,
the school, the church, their work environment and to a certain extent, the books they read.
1. Achievement motivation- a drive to accomplish objectives and get ahead. He will work harder
when he perceives that he will receive personal credit for his efforts.
2. Affiliation motivation- a drive to relate to people effectively. It is observed that people with
affiliation motives work better when they are complimented for their favorable attitudes and
cooperation.
Needs-give rise to wants-which cause tensions-which give rise to actions-which result in satisfaction
This explains that needs are not independent of a person’s environment. Many psychological needs are
stimulated by environmental factors.
This metaphor relates to the use of rewards and penalties in order to induce desired behavior. It merely
originated from the old story that, to make a donkey move one must have to put a carrot in front of it or
jab it with a stick from behind.
Most often, the carrot represents money and the stick represents fear. Fear of loss of job, loss of
income, reduction of bonus, demotion and some other penalty has been and will continue to be a strong
motivator.
4 different approaches:
In managing people, to obtain maximum productivity, there are three general objectives:
Thus, the key to productivity is JOB PERFORMANCE and the key to JOB PERFORMANCE is MOTIVATION.
This then, is the challenge which faces each manager, to motivate subordinates toward maximum
productivity.
THEORY X THEORY Y
The typical person dislikes work and will Work is as natural as play or rest
avoid it, if possible People are not inherently lazy. They have
The typical person lacks responsibility, has become that way as a result of experience
little ambition and seeks security above all People will exercise self-direction and self-
Most people must be coerced, controlled, control in the service of objectives to
and threatened with punishment to get which they are committed
them work People have potential. Under proper
With these assumptions, the managerial conditions, they learn to accept and seek
role is to coerce and control workers. responsibility. They have imagination,
ingenuity, creativity that can be applied to
work
With these assumptions, the managerial
role is to develop the potential in
employees and help them release that
potential toward common objectives.
THE HIERARCHY OF NEEDS THEORY
1. Physiological needs
2. Security or safety needs
3. Affiliation or acceptance needs
4. Esteem needs
5. Needs for self actualization
JOB ENRICHMENT
Job enrichment attempts to make a job more varied by removing the dullness and monotony associated
with repetitive operations. It simply means enlarging the scope of the job by adding similar tasks
without enhancing responsibility. The essence of the job enrichment is to build into jobs a higher sense
of responsibility and achievement. Jobs may be enriched by giving workers more freedom in deciding
about such things as work methods, sequence, pace or the acceptance or rejection of materials. Job
enrichment is also done by encouraging participation of subordinates and interaction of workers in the
decisions that concern their tasks, by giving workers feedback on their work performance and involving
them in the analysis and change of the physical aspects of work environment.
The weakness of job enrichment apply mainly to jobs requiring low skill level.
LEADERSHIP
A process of influencing people so that they will strive willingly and enthusiastically toward the
achievement of group goals. It does not mean only willingness to work but also willingness to work with
zeal and confidence.
Leadership and motivation are closely interrelated. By understanding motivation, one can appreciate
better what people want and why they act as they do.
Although leadership is highly related to and vital to management, leadership and management are not
similar.
One cans serve as an effective manager but lacks the skill of a leader or the opposite.
John P.Kottler pointed out that manager produces orderly results, leadership creates useful change.
David J. Cherrington- to manage means to direct, to bring about, to accomplish and to have
responsibility for. To lead however, is to inspire, to influence and to motivate.
W. Bennis and B. Nanus- managers are people who do things right; leaders are people who do the right
things.
Daniel Katz and Robert L. Kahn- it is the voluntary aspect of leadership that distinguishes it from other
influence processes, such as power and authority.
J. Stoner, R. Freeman and D. Gilbert Jr.- Some important implications of this definition are the following:
3. Leadership involves the use of the different forms of power to influence the behavior of the followers
Cherrington- effective leaders inspire to pursue excellence, to extend themselves, and to go beyond
their perfunctory job requirements by generating creative ideas
ELEMENTS OF LEADERSHIP
LEADERSHIP THEORIES
1. Autocratic Leader
2. Democratic or Participative Leader
3. Benevolent-Autocrat
4. Liberal Leader or Free-rein Leader
1. Laissez-Faire- means to let people do as they choose. It allows everything to run at its own
course. The leader is a figure-head and concerns himself with only what he desires, or the title.
2. Manipulative-Inspirational-leader sets the rules and interprets as they see fit.
1. Coercive Power
2. Utility Power
3. Principle-Centered Power
LIKERT’S FOUR SYSTEMS MANAGEMENT
1. System 2 Management- exploitive-authoritative. Its leaders are highly autocratic. Have little
trust in subordinates. Motivates people through fear and punishment and only occasional
rewards. Limits decision making in the top
2. System 2 Management- benevolent-authoritative. Leaders are patronizing confidence and trust
in subordinates. Motivate with reward and some fear and punishment.
3. System 3 Management- consultative. Leaders have substantial but not complete confidence and
trusts in subordinates. Allowing some specific decisions to be made at lower levels
4. System 4 Management- most participative of all and referred to it as participative group.
Ralph Stogdill