Reider Operational Review Workbook

Case Studies, Forms, and Exercises
1. Auflage 2003
ISBN: 978-0-471-46347-4
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 320 Seiten, E-Book

Practical, proven tools for conducting successful operationalreviews
An operational review evaluates management's conformity with plansand resource allocations, organizational structure, operatingprocedures, processes, and controls. In today's volatilemarketplace, organizations must do everything possible to ensuretheir operations are running most economically and effectively tomaximize desired results. In such a competitive environment,operational reviews have become increasingly important. TheOperational Review Workbook not only gives readers a betterunderstanding of the concepts behind operational reviews but alsoenables them to conduct reviews with more confidence andauthority.
A companion to Rob Reider's Operational Review: Maximum Results atEfficient Costs, Third Edition, the Workbook explains the benefitsof a review and offers step-by-step guidance through its variousstages. In addition to the author's incisive analysis, thispractical guide:
* Includes case studies, checklists, forms, and exercises
* Reinforces the fundamental principles necessary to perform anoperational review
* Presents in a step-by-step manner how an operational reviewshould be performed
* Shows how to judge a review's results and make recommendations tomanagement
* Demonstrates how to use tools and techniques such as financialstatement analysis, verification of data accuracy, determination ofcompliance with laws and regulations, development and understandingof ratio change and trend analysis, use of systems and layoutflowcharts, effective interviewing techniques, and preparation anduse of survey forms, questionnaires, and checklists
* Integrates operational review concepts with other analyticalprocesses such as benchmarking strategies and activity-basedcosting principles
The Operational Review Workbook delivers all the tools needed tosuccessfully conduct an operational review of the organization,department, or activity. CEOs, operations management and staff,internal and external consultants and auditors, CFOs andcontrollers, and other organizational stakeholders will findReider's incomparable guide an invaluable addition to theirprofessional libraries.

Autoren/Hrsg.

Reider, Rob

Inhaltsverzeichnis

Preface.
Introduction.
Chapter 1: Overview of Operational Reviews.
Stakeholders.
Why Businesses Are in Existence.
Businesses a Company Is Not In.
Some Basic Business Principles.
Criteria for Organizational Growth.
Mental Models and Belief Systems.
Organizational Criteria Example.
Economy, Efficiency, and Effectiveness.
Specific Objectives.
Specific Purposes.
Benefits of Operational Reviews.
Operational Review Phases.
Operational Review Engagement Development.
What Functions to Review.
Initial Survey.
Case Study: Joe Sorry, Inc.
Case Situation: Leasing Insurance Costs.
Review Questions.
Suggested Responses.
Chapter 2: Planning Phase.
Information to Be Obtained.
Sources of Information.
Review of Organizational Planning and Budget Systems.
Organizational Structure and the Role of Management.
Planning Phase Work Program.
Case Study: Joe Sorry, Inc., Planning Phase.
Case Situation: Purchase Order Quantity Tolerances.
Review Questions.
Suggested Responses.
Chapter 3: Work Program Phase.
Benefits of the Operational Review Work Program.
Work Program Work Steps.
Engagement Control.
Case Study: Joe Sorry Company, Work Program Phase.
Case Study Situation: Defective Merchandise Returns.
Case Study Situation: Equipment Maintenance Review.
Review Questions.
Suggested Responses.
Chapter 4: Field Work Phase.
Field Work Techniques.
Specific Field Work Techniques.
Work Papers.
Case Study: Joe Sorry Company, Field Work Phase.
Case Situation: Clerical Procedures.
Review Questions.
Suggested Responses.
Chapter 5: Development of Review Findings.
Operational Review Finding Attributes.
Operational Review Criteria Standards.
Some Possible Types of Causes.
Effects of Operational Review Findings: Possible Indicators.
Review Findings Development Checklist.
Case Study: Joe Sorry Company, Development of Findings.
Case Study: Finished Goods Shipments.
Case Situation: Shipping and Receiving Procedures.
Case Situation: Accounts Receivable and Collections.
Review Questions.
Suggested Responses.
Chapter 6: Reporting Phase.
Characteristics of Good Reporting.
Examples of Reporting Operational Review Results.
ABCs of Effective Report Writing.
Case Study: Joe Sorry Company, Reporting Phase.
Review Questions.
Suggested Responses.

Über Autor(innen)

ROB REIDER, CPA, MBA, PhD, is President of Reider Associates (Santa Fe, New Mexico), a management and organizational consulting firm. Prior to founding Reider Associates, he was a manager in the Management Consulting Group of Peat, Marwick, Mitchell Co. (now KPMG). He is the course author as well as seminar leader of over twenty workshops conducted nationally and is also the author of Benchmarking Strategies: A Tool for Profit Improvement and Improving the Economy, Efficiency, and Effectiveness of Not-for-Profits: Conducting Operational Reviews, both from Wiley. He can be contacted at [e-mail].