Part A: Topic Outline
I. Field Investigation of Phoenix Advertising’s Roanoke branch office to determine the origin of decline in output of work and client dissatisfaction
II. Investigation Techniques

A. Workplace Observation
1. Visited the Roanoke branch office from November 30 – December 4
2. Observed employee performance, client services, and management operations
3. Took note of favorable business actions and sections that need correction
B. Employee Interviews
1. Met individually with all employees in the Roanoke branch for 30 minutes in length
2. Spoke to individuals that hadn’t lodged any formal complaints as well as those that had to gain an understanding of, where the problem(s) stem from
3. Questioned the management team on the practices and procedures they have been applying
C. Client Surveys
1. Mr. Cisco received a client survey on November 17, 2009 that I authored and forwarded on to him to distribute to our clientele rating job satisfaction, completion time, and interactions with account representatives, account managers, and predominant staff
2. I analyzed the client surveys while I was at the Roanoke branch where clients rated the quality of work and customer service prior to the new management team and after implementing the new management team
3. Preceding my week at the Roanoke branch problematic areas expressed in the client surveys led me to the corrections that need to be made when dealing with current and future clients
III. Overall Findings
A. Roanoke branch observation discovery included overworked employees

1. Salary employees have been working at least 10 more hours per week without compensation, which has resulted in less productivity and low morale
2. Branch managers have failed to attend the traditional procedure training and therefore have not been following standard procedure with staff administration
B. Employee interviews affirm lack of communication
1. Graphic designers aren’t receiving appropriate feedback from the art directors
2. Art directors are altering the graphic designers work without consultation
C. Client surveys conveyed lack of customer service and support
1. Account managers have not been providing adequate service and support because of lack of training for handling our clientele and their accounts
2. Account managers are accepting new clients without consideration of the current workload and because of this are taking on more than can be handled
IV. Recommendations to amend office disposition, communication, and customer satisfaction
A. Employee compensation will be granted
1. Employees may request personal time off in accordance with their contract branch managers unaware of pto procedure should check with the HR department for follow-through and grant an employee’s request
2. Employees who haven’t qualified for personal time off to date and are working overtime receive a meal allowance from Phoenix advertising as compensation
B. Art directors are required to exhibit better communication
1. Art directors are mandated to meet with graphic designers in a daily meeting to go over project outlines and updates
2. Art directors will collaborate with the graphic designers for the final project outcome to ensure timely delivery of service to the client, which will reduce, extended work hours for employees therefore improving workplace morale
C. Management must complete traditional procedure and customer service training

1. The management must attend training immediately and adhere to standard procedure when addressing the staff
2. Traditional Procedure training attended by the management will reveal Phoenix advertising’s method of customer service and support, which will increase client satisfaction again

Part B: Informal Field-investigation Report
DATE: December 5, 2009
TO: Mr. Jonathan Cisco
FROM: Heather Bloomer
SUBJECT: Office Capacity and Client Services
Purpose
To investigate causes of employee and client complaints at Phoenix Advertising’s Roanoke branch.
Identity of Facility
Branch #2, Phoenix Advertising, Roanoke, Virginia
Description of Investigation
On visiting the site over a period of 5 workdays, I observed employee performance, client services, management operation as well as conduct employee interviews and client, employee surveys. Upon arrival at the Roanoke branch observation was immediate and I took note of favorable business dealings and those, which needed correction. Analysis of client surveys completed prior to and during my visit along with employees interviews have helped in my determination of root cause for the chaos at the Roanoke branch.
The 30-minute interview process was with all employees individually whether they had lodged a complaint or not. I needed to hear every ones outlook on the standing of the Roanoke branch to

gain complete insight, draw conclusions and make a plan of action. Along with the client surveys which were very informative and significant in my recommendations on adjusting operations procedure from this point forward.
Results
My investigation identified the following problems:
1. Compensation is not being given as dictated by salaried employee contracts. Personal time off days aren’t getting approved under standard protocol by branch managers. Employees unqualified for pto days have not received meal compensation for longer hours worked. Lack of enthusiasm because compensation is null led to lower morale and less productivity.
2. Art directors have not been effectively communicating with the graphic designers; this has resulted in prolonged completion of projects.
3. Art directors are modifying the graphic designers work without discussion; this has upset our clients because they aren’t receiving the finished product in a timely fashion. Also employee morale is affected because collaborative efforts aren’t being made.
4. Management has not received traditional procedure and customer satisfaction training; this created unhappy clientele and dropped our customer satisfaction rating.
5. Account managers took new accounts without considering the current workload: this accrued more work than the employees were able to handle.
Conclusions
In brief branch #2 of Phoenix Advertising has fallen below the level of production and client satisfaction that is expected. The high moral and positive attitude that once prevailed has fallen and has constituted this circumstance due to lack of compensation, communication, training and work overload. The Roanoke branch was the leading advertising company in the area because of branch #2; we now trail behind our competitors both in production and customer service.
Recommendations
1. Approach with employee compensation must be controlled: Salary employees must be given pto days as stated in their contract. Salary employees, who haven’t qualified for pto days, will be granted meal allowance. Employees should regain some assurance once this is rectified.

2. Art directors are required to meet daily with graphic designers to discuss current project changes, updates and final outcome. This will reduce extended work hours and increase client satisfaction for product delivery.
3. Art directors will not modify work without consulting graphic designers and clients. Product achievement is a team effort and input on a whole should help employee attitude improve.
4. Management is required to attend traditional procedure and customer service training immediately. The insurance that staff is being supervised appropriately as well as customer satisfaction returning to accustomed levels alleviates major concerns.
5. Account managers must consult with the art directors, graphic artists and previous clients before taking on any more new accounts. Also attending the training courses given by Phoenix Advertising and learning to conduct assistance better.
6. Reassess the situation in six months. If productivity hasn’t increased, employee problems haven’t decreased, and customer service doesn’t rise hiring another art director and account executive will be essential. Also customer satisfaction training will be mandatory for all staff a second time.
Copies:
Executive Team
Gregory S. Forest, President

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