These examples start with a memo from a regional manager of a fast-food chain to you, the manager of a local restaurant in the chain. This is followed by some notes on how you might respond to the memo. and a sample response memo to critique. The subsequent exploration begins with the response from the regional manager to your memo and gives you the opportunity to explore how you might address the regional manager’s concerns.
Example 1.4. A Problem at Beef n’ Buns
I seem to be getting a lot of complaints from across the region that our Beef
n’ Buns service is lousy. I want each of you to send me a detailed plan and a rough
timeline for addressing this problem. I will review them and get back to you. To: Local Manager, Beef n’ Buns
From: Chad R. Chez, Regional Manager, Beef n’ Buns
Date: May 8, 2008
Re: Customer Service
My Notes Toward a Reply There seems to be a lot going on with this memo, so I’m going to deal with it on two levels:
The Memo Context. This will help ensure that I do everything the boss wants in the way that he has asked for it to be done. While it doesn’t resolve the problem itself, it will probably help me understand the boss better, and it will certainly help me keep my job.
The Problem Situation. This is where I find out about the causes of the problem and hopefully find some ways to fix it.
PLAN: I don’t know what the problem really is. I need to find out if it’s a matter of unacceptably long service times at the drive-up and/or the walk-in counter. I’ll need to collect data on both. I (or my staff) will have to observe, time, and record the service-time data and do some analysis of the data.
OBSERVATIONS: Where should I position my observers? When should they be there? How will they actually do it? Over what period of time should we collect data?
TIMELINE: I don’t need a definite starting date for my project at this point, but I do need some kind of estimate of how long each of the tasks in my plan will take. Trying to set up a timeline really points out the missing pieces of my plan, and that is helpful. For example, who will carry out all these tasks? Seeing the overall project laid out like this also gives me an idea of the extra personnel cost and personnel scheduling problems I will encounter in carrying out the study–I will want to at least mention these things in my memo. Part of the timeline should include the time required to analyze the data. All in all, it is important to show the Regional Manager that I have thought about some of the ins and outs and that I have a realistic picture of the whole.
Example 1.5. A Proposed Plan and Timeline for Beef n’ Buns
This is in response to your request for a plan and timeline for determining if
customers are receiving poor service at my location.
Plan My staff and I will collect service wait times at the two venues, the drive-up
window and the walk-in counter. One of us will record the time each order has
taken from the moment it is placed to when the completed order is delivered to
the customer. We will gather the wait times during a continuous one-hour interval
for the periods we are busiest, that is, breakfast, lunch, and at dinner. Here is my
timeline for the project:
Although there may be some additional expenses, most of the cost of the project
will come from filling the slots vacated by the observers during the period of data
collection and the hours the consultant puts in. I have identified a reputable statistical
consultant at our local university who charges $50/hr and would be interested in the
project.
Cost Estimate:
I await your reply as to when to begin and how I should take care of the
accounting. To: Chad R. Chez, Regional Manager, Beef n’ Buns
From: Local Manager, Beef n’ Buns
Date: May 8, 2008
Re: Customer Service
Task Time Personnel 1. Create detailed plan for data collection 1 week 1 me
2. Actual data collection 2 weeks 2 people for 3 hrs/day
3. Analysis of data 2 weeks 1 me + consultant
4. Writing of report 1 week 1 me
2 people x 3 hrs/day x 14 days @ $10.00/hr= $840
1 Statistical consultant x 4 hrs x $50/hr = $200
Miscellaneous expense (forms, etc) = $100
Total = $1140 =