Organizing Process in Management: Steps, Overview

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  • 0:00 The Management Process
  • 1:05 Determining Your Goal
  • 1:45 The Organizing Process
  • 3:05 Asking The Right Questions
  • 4:30 Lesson Summary
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Lesson Transcript
Instructor: Katryn Stewart

Katryn has a Masters degree in Management, has been PHR certified, and has taught college business and human resource management courses.

There are four parts to the management process. This lesson covers the second part, the organizing process, looking at how best to use the resources that you have in order to achieve your desired goal.

The Management Process

In order to be an effective manager, one must be able to get the job done. When we talk about the management process, we are actually discussing the process a manager uses to manage a function, and what steps he or she has to take to make sure the job gets done. There are four parts to the management process: planning, organizing, leading/ directing, and controlling.

In the planning stage, a manager determines how best to accomplish a set goal. During the organizing stage, he determines how best to allocate resources to achieve the goal. The directing/leading stage involves the manager motivating and directing employees to work toward the goal, while the controlling stage requires the manager to evaluate and monitor their progress.

During this stage, he is also ensuring that things are being done as planned and is making changes when necessary. While these functions work together, and often overlap, this lesson focuses on the organizing stage.

Determining your Goal

Let's take a look at how this stage works and fits into the whole process by imagining that you are the owner of a small bakery. You have a good customer base, but when you sat down with your accountant you determined that you have to cut costs by at least $5,000 per month in order to stay in business. This is your goal: $5,000 saved.

Before you start the management process you must have a clear goal in mind. During the planning stage, you determined that the best way to do this was by changing schedules and changing products. Now you begin the work of the organizing stage: allocating your resources so that you can follow this plan and keep baking!

The Organizing Process

The term organizing process refers to the work of determining how to best arrange and utilize your resources in order to achieve the desired results. Let's break down those terms a bit further--what do we mean when we use the terms arrange and utilize? This could be as simple as arranging your pens neatly next to your notepads on your desk, and on a larger scale it means almost the same thing: putting things where they need to be in order to be used effectively. You can't use your pen if it's not on your desk, and you can't deliver cakes to a customer's business if your only driver is in the kitchen mixing the batter.

The term resources refers to the people, activities, plans, knowledge, finances, space, time and anything else you have at your disposal to accomplish your desired results. During the organization stage, you'll need to make sure your resources are where they need to be in order to be used effectively.

Which brings us to the term desired results, which is the outcome we hope to achieve by going through this process. It can be just about anything: more money, happy customers, growing business, successful new product implementation, or, for you as the owner of our imaginary bakery, saving $5,000 per month.

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