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© 2003 Ownership Associates
Frontiers and
BoundariesOwnership Associates Tools for
Managing Ownership Expectations
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© 2003 Ownership Associates
Is there confusion about who does what
at your company?
Frontiers and Boundaries helps you:• Clarify• Communicate• Build Trust• Engage Participation
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© 2003 Ownership Associates
Here are the tools.
1. Decision Zone Charts (“zone charts”)
2. Training• General or customized for your company• Training for managers, for the work force
3. Frontiers and Boundaries: Advanced Tools
4. Toolkit: Templates and Sample Documents
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1.Decision Zone
Charts
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The Decision Zone Chart
Decision Zone Charts (“zone charts”) provide a one-page overview of a company’s decision making system.
They focus on a clear description of who has primary responsibility for which decisions.
Zone charts help companies plan, clarify and communicate who is responsible for what.
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Sample Zone Chart
Board of Directors
22. Fate of the Company: merger, sale,major location change
21. Selection of Board of Directors
20. Constitutionalism: Setting & MovingDecision-Making Boundaries
19. Corporate Strategy
18. Distribution of Profits (dividends,reinvestment, debt reduction, etc.)
17. Selection and Compensation ofSenior Management
16. Lay-off Policy, Employment Levels
15. Product, Technology, andInvestment Strategy
14. Raising Capital, Relationships withBanks and Investment Groups
13. Marketing & Advertising Strategy
12. Firing
11. Employee Compensation & Benefits
10. Asset Purchases
9. Equipment Layout
8. Promotions, Job Evaluations
7. Hiring
6. Quality Standards and Measurement
5. Safety Rules and Practices
4. Job Assignments
3. Speed of Production
2. Election of Employees’ Committee
1. Physical Working Conditions
CORPORATEPOLICY
Decision Zone Chart
MANAGERIALOPERATIONS
DEPARTMENT /WORKGROUP
LEVEL
Management
Shareholder Voting
WorkTeams
EmployeeParticipation
The Decision Zone Chart is part of Frontiers and Boundaries: Managing OwnershipExpectations, a set of tools and resources to support employee involvement in employee-ownership companies, available exclusively from Ownership Associates. www.ownershipassociates.com
2003 Ownership Associates, Inc., Cambridge, MA.This Decision Zone Chart is the protected intellectual property of Ownership Associates, Inc. It may not be modified, includedin any derivative work, transferred to third parties, or published without the prior written permission of Ownership Associates.
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© 2003 Ownership Associates
Building Your Own Zone Charts
The Frontiers and Boundaries Handbook provides:
• A step-by-step process to customize Decision Zone Charts for your company
• Maximize buy-in
• Sample meeting agendas
• Highlights of relevant research
OAINC.www.ownershipassociates.com
Frontiers and Boundaries is the intellectual property of Ownership Associates, Cambridge MA.
Use is governed by a license agreement.
OAINC.www.ownershipassociates.com
Frontiers and Boundaries is the intellectual property of Ownership Associates, Cambridge MA.
Use is governed by a license agreement.
Frontiers and Boundaries Handbook:
Mapping Decision-Making Responsibility
A step-by-step guide to clarifying who does what at employee-ownership companies
Inspection copy, printed October 15, 2003.
The Handbook is available for $200.00, exclusively from Ownership Associates.
Learn more on the OA website by visiting the home page for the Handbook.
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© 2003 Ownership Associates
1 Fate of the Company: merger, sale, etc.
2 Selection of Board of Directors
3 Appointment and Compensation of President
4 Distribution of Profits
5 Selecting and Monitoring Senior Management
6 Senior Management Compensation
7 Capital Improvement (Investment Strategy)
8 Manufacturing Technology
9 Selection of Management
10 Acquisitions / Start Ups
11 Product Development
12 Raising Capital, Rel.'s with Banks, Investors
13 Marketing & Advertising Strategy
14 Employee Compensation
15 Management (Exempt) Hiring
16 Quality of Worklife Issues
17 Communications / Training
18 Allocation of Employee Benefits (Mgt. Budget)
19 Product Pricing
20 Lay-off Policy, Employment Levels
21 Firing
22 Equipment Purchases 23 Wage Changes, Raises
24 Setting Production Standards 25 Equipment Layout
26 Setting Safety Rules and Practices
27 Setting Quality Standards and Measurement
28 Performance Evaluation
29 Promotions 30 Disciplinary Action
31 Hourly (Non-Exempt) Hiring
32 Enforcing Safety Rules and Practices
33 Enforcing Quality Standards and Measurement
34 Determining Work Assignments
35 Formation of Committees
36 Local Work Environment
Employees
Supervisors
Shareholders
Senior Management
Board of Directors
Dept. Managers
President
Sample Decision Chart
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2.
Training
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© 2003 Ownership Associates
Training Options
Frontiers and Boundaries training includes:
• An introduction to the ideas of boundaries and clarity, using zone charts.
• Training for supervisors and middle managers.
• Coaching for senior managers.
• Training to support the adoption of company-specific zone charts.Most training can be delivered by OA or by the
company’s internal trainers.
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Sample facilitator manual
Facilitator’s scriptEasy-to-follow directionsPresentation slidesNotesRecommendationsCustomizable
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3.Advanced
Tools
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© 2003 Ownership Associates
Decision Grids communicate the steps and roles involved in making a particular type of decision. While the Decision Zone Charts show the “big picture,” Decision Grids focus on a single type of decision. They show
• who is accountable for the decision, • who should be consulted, • who should be informed,• etc.
The Decision Grids are based on a flexible decision-making model that encourages clarity, information flow, and accountability.
3A. Decision Grid
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3B. Decision Reports
Decision Reports summarize all the relevant information about a decision on one sheet of paperUse to communicate
To Recipients of Information, Consulted Parties, etc.
Use for accountability
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5.Toolkit:
Templatesand Sample Documents
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Ownership Associates can provide ready-to-use templates to make zone charts, decision grids and decision reports look professional.
Samples from other clients can help companies determine how to set up their own zone charts and decision grids.
Templates and Samples
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© 2003 Ownership Associates
“Everyone appreciates feeling involved and included. And now we have a way to deal systematically with people’s questions and concerns. It’s made a huge difference.”
—Dale Clary, Plant Manager,
Carris / North Carolina
“[Clarifying decision making] puts people more at ease, and we are now getting more input and participation from employees.” — Cynthia Amador,
Director of HR, Caltrol
Quotes from Clients
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© 2003 Ownership Associates
OA INC.Ownership Associates, Inc.
122 Mt. Auburn Street Harvard Square
Cambridge, MA 02138Tel: (617) 868-4600Fax: (617) 868-7969
[email protected] here for Frontiers and Boundaries on OA’s website
or go to www.ownershipassociates.com and choose “Frontiers and Boundaries” from
QuickLinks.
For more information