joan that no one had ever complained about her work or her relationshi
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Joan that no one had ever complained about her work or her relationship with the other office
personnel until the past week.
The president then addressed the manner in which Joan had dealt with the member earlier
that day. She referred to the policy that the member is always right and that the employee is there
to serve the needs of the member without question. Joan agreed, and she apologized for her rude
behavior. She then returned to her desk; however, she spoke to no one the rest of the day. Joan
left that afternoon as usual without a nice word to anyone.
Improper Work Procedures
Three weeks later Joan came to office as usual without saying a word to anyone. She
began working on her insurance account immediately because it was due that day. In order for
the statement to be posted by the computer on that day, Joan had to be finished by 11:30 A. M.
But at 11:00 she still could not
balance the debits and credits of her account. This posed a serious problem because of the time
factor. Joan had not asked for anyone to help her; instead, she had worked over the same papers
for days. At 11:20, Joan decided to change a few of the entries to balance the accounts and sent
the work to the data processing agency for compiling. Joan knew that this was not going to be
tolerated and that she would be caught when the accountant reviewed the information.
The next day the processing agency called to inquire about the discrepancies in the data.
After talking with the accountant, they talked with the president concerning this matter. That
afternoon there was a meeting of the president, the vice president, the accountant, and Joan. The
president told Joan about the error and asked if she knew anything about the problem. The
president then showed
Joan the evidence that proved that Joan had "adjusted" the figures to cover the difference that
had existed.
Knowing she had been caught, Joan said that she knew everyone in the office was against
her. She said that she made the changes so she could get the work to the processors on time and
that she was going to correct the errors as soon as she could find the problem. This defense was
completely unacceptable to the officers. Joan had violated the policy of the Credit Union and
tried to hide her
mistakes by changing the figures to balance the account.
Joan took the next several days off to give the officers time to forget about her mistakes.
She had decided after discussing the situation with the president that it would be best if she took
the time off. When Joan returned to work she met again with the president. However, at this
meeting Joan turned in her resignation. This surprised the president because she knew Joan was
not satisfied with the job but she had no idea that Joan would quit. The president later agreed that
this was probably the best solution for all involved./nJoan had developed a normal working relationship with everyone in the office. She had
even become a close friend of Kim, the director of marketing, winning her confidence and trust.
One day in late February, the two persons discussed something very personal to Kim. This
conversation concerned the private life of Kim and had nothing to do with the Credit Union or its
operations. Kim did not expect this conversation to be repeated. She definitely did not expect it
to be spread around the office as "office gossip." However, Joan told several people in the office
of Kim's problem. Everyone realized that Kim did not want Joan to repeat the contents of the
conversation; therefore, everyone began to defend Kim from the gossip. The conflict became so
intense that the president was forced to call a meeting of the entire office staff so that they could
clear up the misunderstanding.
During the staff meeting, Kim assaulted Joan verbally for violating their trust. Joan
reacted by claiming that she was not under the impression that their conversation was "top
secret" and she had no idea that it would cause such a scandal. Because Joan was the newest
employee, it was plain to see that everyone had sided with Kim and that no matter what Joan
said, she was going to be found guilty of "office gossip." After the staff meeting, Joan, who felt
as if she had just been scolded by
everyone, returned to her desk and resumed working. She later went to the president's office to
discuss the events of the staff meeting in private. When she returned from the office, she was
even more upset than before. The president had told her that she had damaged the personal
intraoffice relationship and had established an environment of distrust among the employees.
Joan took the remainder of the afternoon off and left the office without speaking to anyone.
Dealing with a Member
About a week after the staff meeting, Joan went to work as she had done every morning
since the scolding. She walked into the office, put away her purse and coat, booted up the
computer and switchboard, and took her seat at her desk without speaking to anyone in the
office. She had not talked with anyone in the office except to give them messages or ask them a
work-related question. On this particular day, a member with a discrepancy in his insurance
policy had called to clear the matter for his own personal records. The member could not
understand a part of the policy that Joan had arranged for him. After trying to explain the policy
to him, Joan became upset with him and slammed the receiver down on the phone base. This
caused a scene in the office because Joan's desk was located in the front of the office. Joan had
not only been extremely rude to a member but also caused a very disrupting scene in the office.
The member to whom Joan had been rude called back and wanted to speak to the
president. Joan told him that the president was not in and that she did not know when the
president would return. It was later discovered that he had left a message for the president that
Joan did not relay to her. Joan also knew that the president would be back at the office at 11:00
A. M. and that the president was scheduled to be gone for the next three days. Joan continued to
give the irate member no cooperation until he hung up without satisfaction.
That afternoon one of the tellers told the president of the earlier scene that Joan had
caused and commented on how Joan had been acting toward everyone lately. The president
immediately called Joan to her office. Joan sat down and began listening to the president.
Midway through the conversation Joan interrupted the president and began explaining her views
concerning the other office personnel. She claimed that no one had ever liked her and that she
could never please anyone, including the president of the board. The president pointed out to/nThe Credit Union
The Credit Union is a fast-growing financial institution that is serving the banking needs of
educators and other members of the 17 counties surrounding the local university. The Credit
Union, unlike other banking institutions, is completely owned by its members; therefore, the
members have a large degree of control over its operations. The office personnel of the Credit
Union consists of the following: a president, a vice president in charge of loans, an accountant, a
marketing director, two credit officers (part-time student employees), a head teller, five regular
tellers, an accounts clerk, and a receptionist. The receptionist is also in charge of handling the
insurance coverage that the credit union offers
to its members through a local insurance firm. She makes the insurance payments for each
member through the electronic funds transfer system.
The Credit Union strives to maintain a personal approach in dealing with its members. It
prides itself on the friendly atmosphere of the office and the high quality of interpersonal
relationships among the staff members. The personality of each employee reflects the
commitment to "individual attention and personal caring for each member." By visiting the
office frequently, the board of directors ensures that the ambience of the office is maintained.
This keeps the employees alert and insures that they will treat the members with the respect that
each member has become accustomed to expect. The board, which is made up of five elected
members, meets monthly to discuss the progress of the Credit Union and any needs that should
be addressed. The board has complete control over the actions of the president and any other
employees or persons acting on behalf
of the Credit Union. Before a person is hired, a "team spirit" is stressed to the prospective
employee so that the applicant understands the "organization culture" that exists in the Credit
Union. A new employee is allowed to meet the other employees and is encouraged to interact
with them by asking questions and engaging in conversation. During an interview with a new
employee, it is emphasized that employees work together as a team and that each employee can
depend on other team members for support and assistance. Prospective employees are made to
understand that they don't just perform their assigned tasks with several different employees; it is
a team effort with trust and friendship as the foundation upon which is built the strong working
relationship.
Hiring a New Employee
In October 1984 Joan Woodward applied for the position of receptionist at the Credit
Union, which she had been referred to by a close friend. She had moved to the Richmond area
from a large city in upstate New York. Her husband had been transferred to this area by his
company. Joan and her husband had not been in Richmond, and they did not know anyone in the
area. Joan applied to the Credit Union so that she would have something to do with her spare
time. This was Joan's first job. She was 53 and did not have any previous employment
experience or any higher educational qualification for a professional job. After the interview,
Joan was hired. The president, who was in charge of all the hiring and firing, felt that Joan could
learn the process required to perform the insurance billings and could answer any questions that
the members might have after she was trained. Joan began working in late October and seemed
to understand and enjoy her work.
Breach of Confidence/nBased on the case above, please provide responses to the following items (in three
separate answers):
1. Identify and describe the major and minor problems of the company as depicted
in the case distinguish the type(s) of conflict and if it is interpersonal and/or
organizational/team conflict. Define all terms.
2. Provide a detailed analysis of the problems you described in the first question
using models and methods from Hocker, Rahim and/or other sources from class.
Clearly identify what approach(es) you are using in the analysis. You can use
more than one as long as it is clearly stated.
3. Provide realistic, detailed and practical recommendation(s) for alternative
courses of action using solutions and ideas from class content and discussions.
These should flow logically from your analysis.