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Lecture Exploring management - Chap 6: Controls and control systems

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After reading this chapter, you should be able to answer the following questions: How and why do managers use the control process? What types of controls are used by managers? What are some useful organizational control tools and techniques?

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Controls and 

Control Systems

Exploring Management

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• Control compares results with objectives and standards.

• Control takes corrective action as needed

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measure the work

efforts that go into the performance task

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How Managers Use Control

• Managers use feedforward, concurrent and feedback controls

• Managers use both internal and external controls

• Management by objectives is a way of integrating planning and controlling

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HOW MANAGERS USE CONTROL

Types of Controls

• Organizations are open systems that interact with environment with input, throughput and output controls

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HOW MANAGERS USE CONTROL

Types of Controls

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HOW MANAGERS USE CONTROL

Internal and External Controls

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HOW MANAGERS USE CONTROL

Internal and External Controls

External Control

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HOW MANAGERS USE CONTROL

Objectives

Management By Objectives (MBO)

• Superior and subordinate jointly plan objectives

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HOW MANAGERS USE CONTROL

Objectives

• Types of objectives

– Improvement objectives state goals for

improvement in measurable terms

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project management and control

• Inventory controls help save costs

revenues will equal costs

• Financial ratios and balanced scorecards strengthen organizational controls

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CONTROL SYSTEMS AND TECHNIQUES

quality and performance

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CONTROL SYSTEMS AND TECHNIQUES

Project Management

Project Management

• Responsibility for planning and control

of projects

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CONTROL SYSTEMS AND TECHNIQUES

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CONTROL SYSTEMS AND TECHNIQUES

Inventory Control

• Inventory controls reduce inventory costs

– Economic order quantity

when current inventory reaches a certain level

– Just-in-time scheduling

when needed for production or sale

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CONTROL SYSTEMS AND TECHNIQUES

How to Calculate a Breakeven Point

Breakeven Point = Fixed Costs / (Price - Variable Costs)

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CONTROL SYSTEMS AND TECHNIQUES

Breakeven Analysis

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Liquidity—measures ability to meet short-term obligations.

• Current Ratio =Current Assets/Current Liabilities

• Quick Ratio =Current Assets-Inventory/Current Liabilities

Higher is better: You want more assets and fewer liabilities

Leverage—measures use of debt.

• Debt Ratio = Total Debts/Total Assets

Lower is better: You want fewer debts and more assets.

Asset Management—measures asset and inventory efficiency.

• Asset Turnover = Sales/Total Assets

• Inventory Turnover = Sales/Average Inventory

Higher is better: You want more sales and fewer assets or lower

inventory.

Profitability

• Net Margin = Net Profit after Taxes/Sales

• Return on Assets (RAO) = Net Profit after Taxes/Total Assets

• Return on Equity (ROE) = Net Income/Owner’s Equity

Higher is better: You want as much profit as possible for sales, assets,

& equity.

Major Financial Ratios for

Organizational Control

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CONTROL SYSTEMS AND TECHNIQUES

Balanced Scorecard

• Balanced Scorecards start with the

organizational mission and vision to build goals and performance measures for

– Financial performance

– Customer satisfaction

– Internal process improvement

– Innovation and learning

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