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Morgan Stanley: Becoming a "One-Firm Firm"
John Mack, the newly appointed president of Morgan Stanley, feels strongly that the firm needs to change in order to compete in a changing investment banking environment. Mack and his senior team undertake initiatives in order to transform the culture and working style of the firm from individualistic to team-oriented. The case provides detailed information about Morgan Stanley's existing culture and systems as well as the kinds of changes that it hopes to make. Morgan Stanley views the human resource management systems as a tool for attaining strategic objectives. -
SCORE! Educational Centers, Supplement
Supplements the (A), (B), (C), and (D) cases. -
Pilgrim Drug Co.
David Thomas takes his first sales management assignment and is faced with a sales rep revolt because of a possible territory reorganization. In addition, his sales division is performing well below the national average. Rewritten version of an earlier case. -
SCORE! Educational Centers (A)
Describes the start-up, strategy, organizational design, and operations of SCORE! Educational Centers, an after-school tutoring enterprise. Alan Tripp, founder and CEO, is faced with growing organizational stresses and a looming venture capital deadline. Examines Tripp's leadership, management style, and strategy. Focuses on the steps he takes to build the company into a viable organization. -
SCORE! Educational Centers (B)
Supplements the (A) case. -
SCORE! Educational Centers (C)
Supplements the (A) case. -
SCORE! Educational Centers (D)
Describes Rob Waldron's actions upon assuming leadership of SCORE! Educational Centers, an after-school tutoring enterprise. Examines the issue of acquiring and growing a small, self-owned company into a professional organization. Focuses on the steps Waldron takes to address a growing employee morale problem. Concludes as Waldron must decide whether or not to alter the company's recruiting strategy. -
Firmwide 360-degree Performance Evaluation Process at Morgan Stanley
Describes Morgan Stanley's firmwide, 360-degree performance evaluation process. Evaluation forms are included as exhibits. -
Rob Parson at Morgan Stanley (B)
Supplements the (A) case. -
Rob Parson at Morgan Stanley (A)
Rob Parson was a star producer in Morgan Stanley's Capital Markets division. He had been recruited from a competitor the prior year and had generated substantial revenues since joining the firm. Unfortunately, Parson's reviews from the 360-degree performance evaluation process revealed that he was having difficulty adapting to the firm's culture. His manager, Paul Nasr, faces the difficult decision of whether to promote Parson to managing director. Nasr must also complete Parson's performance evaluation summary and conduct Parson's performance review. -
Rob Parson at Morgan Stanley (A), Spreadsheet Supplement
Spreadsheet supplement for case 498-054. -
Rob Parson at Morgan Stanley (C)
A year after Rob Parson's manager decided to postpone Parson's promotion, Parson's new manager Gary Stuart faces the decision of promotion again. Stuart considers whether the efforts Parson had made were sufficient. Teaching purpose: To explore managerial problems associated with performance appraisal and performance management. -
Rob Parson at Morgan Stanley (C) (Abridged)
A year after Rob Parson's manager decided to postpone Parson's promotion, Parson's new manager Gary Stuart faces the decision of promotion again. Stuart considers whether the efforts Parson had made were sufficient. -
Rob Parson at Morgan Stanley (D)
Supplements the (C) case. -
Jerry Sanders
In 1997, Jay Sanders sold his 10-month-old medical device start-up company for more than $33 million. Looking to the future, he wondered if this was a success he could transform into a medical device brokerage business. As he reviewed his career history and the development of his start-up, Sanders was betting that he could replicate his success.