1) Recommendations for Improvement: Recommends resources
and strategies for supporting a diverse and virtual environment,
including technological resources that address employee needs.
Criterion Feedback
4/22/21 - You've discussed using protective wear and providing
medical covers for employees but it is unclear how those items
can be used for addressing the concerns expressed by virtual
employees. What are at least technology resources that can be
used for addressing concerns expressed by virtual employees?
For example, Zoom is a great tool to use to communicate with
virtual workers. Please refer to the project Directions and the
Internet.
2) Company Impacts: Discusses how preferred management
approaches will support a positive company culture and
workplace environment
Criterion Feedback
4/22/21 - How will the recommended approach and strategies
support the company culture and impact clients and sales? This
response is to be included in the closing paragraph. Please refer
to the project Directions.
3) Clearly conveys meaning with correct grammar, sentence
structure, and spelling; shows understanding of audience and
purpose
Criterion Feedback
4/22/21 - This criteria is reviewed per submission.
4) Lists sources where needed using citation methods with no
major errors

Criterion Feedback
4/22/21 - You've listed a resource in your paper. What other
resource can be used to support your work? To meet this
criterion, list of sources (more than one) is needed (cited and
listed in your reference list), as these factors must be in
alignment.
MANAGEMENT STYLES
1 Walter Jofre Jr.
MANAGEMENT STYLES
3 Walter Jofre Jr.
MGT-20127-XA125 Management Styles 21DA01
Walter Jofre Jr.
April 20, 2021
SNHU
To: Mr. and Mrs. Montague,
From: Training Coordinator
Date: 16/04/2021

Subject: Recommendation for change of Leadership Style
The current situation in the office is that the employees have
lost morale due to the tension-filled working environment.
However, recommending the operational approach could best
enhance staffing, controlling, and leading the employees even
though the approach might fail due to lack of cooperation. It is
like the employees are not happy with the current leadership,
which will affect their ability to perform as expected.
Employing the case approach management recommendation will
dearly help address the problems that the former leaders
experienced. There is no proper determination of the
appropriate depth of the problem in the case management
approach. Therefore, the current situation negatively affects the
company's performance, which requires adequate management
approaches with limited shortcoming. It will only be possible to
address the issues after understanding what affects the
employees and the necessary changes, thus enabling them to be
comfortable at work and hence be able to deliver the services
effectively.
Furthermore, adapting to the new technology for communication
is convenient and cheaper than when the clients visit the
company to serve them. Most of them prefer online services,
and thus, the company should upgrade and embrace the use of
technology to boost customer services. Additionally, providing
services online is that it makes it possible to get to more
customers within a short time. In need of the company to
expand to other nations, it is ideal for the company to employ
technology to ensure successful interaction with more customers
from various.
Different leaders have multiple leadership traits and depend on
how the leader executes his or her duties, thus determining
whether the employees will be motivated. Significantly,
managers should employ their leadership skills by practicing
non-biasing communication, problem-solving, and integrity,
among others, to ensure that it will encourage them. Effective
communication in an organization is the key to success, and

thus employees will deliver because they can discuss issues
affecting them freely. Leaders who are creative and with
integrity are in a position to execute their duties so that the
employees will be motivated, thus enabling them to carry out
their roles effectively. In essence, the organization's manager
should lead by example, and the employees will emulate them.
There are several leadership styles favorable for the company's
management, which includes a persuasive management style
that allows inviting questions and discussion with team
members based on the decision-making process. Also, the
consultative management style will have the policies and
decision-making process to rest upon the managers. The
consultative approach has the drawbacks of being costly, taking
time to reach a decision, and delaying implementing the crucial
changes. Therefore, I will make the recommendation that the
company's leadership style should transform whereby the
manager should utilize the above styles for the organization's
performance. With the leadership styles, the manager will
empower the employees, and as a result, they will be motivated
and comfortable to work for the success of the organization
(Demirtas & Karaca, 2020)
Improvement requires a myriad of activities performed, and it is
recommendable to apply them for the success of an
organization. Focusing on the management approach, I
recommend the managers understand clearly and conduct
research, hence boosting the organization's leadership. The
approach further ensures that the employees are empowered,
and thus they can decide on the best way to handle the tasks
assigned to them within the organization. Focusing n the
technological resources, the company should train the
employees on using the advanced machines within the
organization. There are those resources that need to be made
available for the employees. Some of them include advanced
medical services, using protective wears when performing
operations, and providing medical cover for the employees.
References

Demirtas, O., & Karaca, M. (2020). A Handbook of Leadership
Styles. Newcastle upon Tyne, United Kingdom: Cambridge
Scholars Publishing.
October 1st 2019 08:30 AM
Good Morning Mr. and Mrs. Montague,
Thank you for allowing me to provide recommendations and
observations as we continue to
recover our current and future management preferences, to
better serve our clients and Sunnyvale
Insurance. I believe you will find clarity of the concerns
presented, while also permitting this to be a
learning experience company wide – of opportunity to rise and
improve professionally and personally,
from this provisional hindrance.
Currently, the office has lost morale, resulting in a tension
filled work environment. The
employees don’t seem to be as happy as they once were, and I
have noticed an increase in employee

turnover. If employees are continuing to leave and the morale
cannot be lifted, Sunnyvale will struggle in
reaching their future initiatives. In order to address the
workplace environment and employee turnover,
we must determine the cause of the company’s drastic
satisfaction decline over the last six months. Our
clients, your employees and your company’s success rely on the
Sunnyvale Insurance leadership.
Regrettably, it has become apparent that leadership is no longer
present, and Sunnyvale’s vision has
been omitted.
As the technology industry grows our clients want to have
access to our services online. The plan
in place to better serve our clients by incorporating and
developing an online insurance sales’ and
consulting team. In addition, we are planning to expand
Sunnyvale Insurance internationally. Developing
an online platform will satisfy our current clients while it also
allows for exposure to new clients and
future sales.
Management traits can vary from each manager as they are
usually formed from our
personalities; however, there are specific traits that are valued
in diverse teams like Sunnyvale’s. Some

traits are more important to have while experiencing a shift in
the workplace. Traits that are significant
and would address the employee turnover and low morale are:
integrity, intelligence, open to
experience, conscientious and extraversion. Those who are
honest and are guided by their morals to
make good choices; are leaders who have integrity. If a leader
lacks good integrity, the entire company
can be affected and criticized. The employee turnover should
have been an indication for any manager
to step back and investigate the reasons why; however, leaders
who lack integrity can be passive or naïve
to what should concern them or their behavior and often doesn’t
deal with conflict or see themselves or
the success they’ve created as the problem. Leaders with
intelligence have higher mental abilities and
can easily perform their duties; but, leaders also need to have a
higher emotional intelligence in order to
control their own emotions but also understand others’
emotions, motivations and social skills as this is
a big part of being effective. If employees knew their manager
cared about their emotions and
motivations; turnover would decline, and employees would feel
they were truly cared about. Leaders

who are open to experience demonstrate that they are open to
trying new things, are original and
typically, tend to be creative. Employees would respond better
to managers who allowed their thoughts
and ideas to be considered instead of making changes from their
own perspective. Extraversion
demonstrates that leaders can be sociable, assertive and
energetic. This plays one of the strongest roles
in being an effective leader. If employees see their managers
putting forth this energy while also being
able to enjoy their duties, employees would feel more
comfortable in speaking to them and wanting to
demonstrate those same qualities. Leaders who can be
conscientiousness are those who are organized,
take initiative and are persistent in their actions. If managers
lead by example, employees would follow
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their lead, resulting in a team filled with dependable employees
who will take initiative without needing
delegation. As most of these traits vary from one another, it’s
easily seen that if leaders possessed all

these traits, their efforts to leading and working with and
through others, could be almost effortless and
empowering. (Talya Bauer, Berrin Erdogan, Jeremy Short and
Mason A. Carpenter - 2016)
Unfortunately, the current workplace environment is filled with
tension and unhappy
employees. As a result, our clients have become unsatisfied.
From my own observations, I believe this is
from the difference in management styles and traits due to a
new manager joining Sunnyvale Insurance.
Once Mary retired, Scott was onboarded and immediately
implemented changes that affected the
employees and their job duties. As Mary and Scott both served
the insurance industry and both had
many years of experience in management, it is certain their
styles of management and the traits they
exhibit are completely opposite of one another. Scott has
implemented a tardy rule which has never
been implemented, requires employees to attend weekly
meetings beginning at 8am when their work
days don’t normally begin until 9am, created new strategies to
improve sales however, results in
employees being based on incentivizes on how much money
they make and those who don’t meet a

certain threshold are put on a performance plan; and lastly, has
increased the cost of insurance plans
Sunnyvale Insurance offers. Scott has proven with his numbers
financially he can produce the business
Sunnyvale needs; however, Sunnyvale was founded to better
serve the community in finding the best
priced insurance for the clients’ needs and budgets while
upholding the notoriously friendly and relaxed
atmosphere.
I recommend implementing a transformational leadership style
as the preferred management
approach. The strengths of this approach include inspiring and
empowering employees, focuses on
values, emotions, ethics and long-term goals while assessing
motives and satisfying the organizations
needs in a transformational course that changes individuals and
can be viewed in a diverse range of
leadership roles. However, some weaknesses revealed are
people needing to change and not be
themselves and the time frame available to adapt to this
preferred approach. Transformational
leadership is a good approach as it allows the company to
restructure their brand. A small owned

insurance business who was founded to serve the community
can be rebranded and transformed to
serve internationally, to meet our future initiatives. As this
development and process begins, opportunity
to correctly educate leadership and employees becomes
available and during this phase leadership will
be solely invested into the employees as this process is
dependent on the bond between leader and
follower. As Sunnyvale Insurance rebrands to better serve our
world internationally, they also resurface
with effective leadership, empowering employees and renewing
the vision and mission Sunnyvale has
previously followed, but can be revised internationally to
impact any and all of those who cross paths
with Sunnyvale Insurance. (Talya Bauer, Berrin Erdogan,
Jeremy Short and Mason A. Carpenter - 2016)
Styles and leadership methods managers can employ to better
support a diverse and
increasingly virtual workforce is supporting employees during
changes within the organization, giving
employees trust and empowering employees to adjust to the
changes and contribute their ideas for the
changes. Managers will be able to hold discussions with their
employees, informing them and engaging

them to interact with one another while building their trust to
them and the organization. Situational
management theory is another style manager can follow to
provide better support for the diverse and
virtual workforce. Managers would want to adapt to each
employees’ needs but should mostly stay
apart of the Coaching and Participating leadership styles within
situational leadership. Coaching
leadership is when employees have desires to work
independently but do not have the skill to work
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independently. As communication and trust is built because the
progress and skill are improved, the
employee will slowly gain more responsibilities. Participating
leadership is when employees are capable
but temporarily unwilling to adapt. These employees understand
the task at hand but are insecure and
reluctant of the coming changes. Managers should support these
employees and increase their
confidence by stimulating their decision making. (Mulder, P. –
2012) Each leadership style and method

will have its own set of strengths and weaknesses. As
situational management theory is meant to
approach each employee differently in respect to each
employee’s ability, that would become exhausting
and very time consuming as a manager over multiple employees.
However, this leadership style also
allows for the employee to grow with confidence and knowledge
as they are only exposed to what they
are truly capable of. Supporting employees is crucial during
this time as most employees feel they lack
support and communication. During this organizational change,
employees should feel they can
communicate with their manager while feeling their ideas or
concerns can be addressed. Informing and
engaging employees is a strength as it provides the confidence
and communication our employees need.
However, this can also be viewed as a weakness as informing
and engaging employees during an
organizational shift can be time consuming, repetitive and leave
room for uncertainty especially if
answers or information has not been fully provided. (Mulder, P.
– 2012)
Resources and strategies for supporting a diverse and virtual
environment is to fully

communicate the organizational goals and changes to all team
members. The virtual team should be
included in all communications or changes taking place in the
office setting while in office members are
communicated with about the same for virtual members. Virtual
teams and in office teams should be
introduced to one another physically early on. Communication
is key and clarification of all duties and
tasks must be understood. Adapt weekly meetings to be done by
video conferencing in order to make
things easier but also make room for a more normal approach
for virtual team members. Video
conferencing allows for a “face to face” conversation where
members can engage in conversation and
connect personally according to tone and body language.
Managers should commit to one on one
interactions and performance or coaching interactions for
virtual members as they would for in office
members. The same language should be used with virtual
members and in office members to establish
consistency across the entire team. (Watkins, M. D. – 2013)
Using the preferred management approaches supports a positive
company and workplace
environment as it strengthens the trust and support in the

Sunnyvale Insurance employees. It provides
an honest and meaningful approach of change for the
organization and its employees. This approach
provides inspiration and empowerment to employees, personally
and professionally as they feel
important and involved in their organization. When the
employees are satisfied, the clients are satisfied,
and then our shareholders are satisfied; which results i n success
for Sunnyvale Insurance and our plans
of future initiatives can be achieved.
References
https://www.coursehero.com/file/73794891/Management-Styles-
2docx/
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Talya Bauer, Berrin Erdogan, Jeremy Short, and Mason A.
Carpenter. (2016). Principles of
Management. Boston, MA: FlatWorld
Mulder, P. (2012). Situational Leadership Model (SLM).
Retrieved [insert date] from ToolsHero:
https://www.toolshero.com/leadership/situational-leadership-
hersey-blanchard/
Watkins, M. D. (2013). Making Virtual Teams Work: Ten Basic

Principles. Harvard Business
Review Digital Articles, 2–5. Retrieved from https://search-
ebscohost-
com.ezproxy.snhu.edu/login.aspx?direct=true&db=bsu&AN=12
4065759&site=eds-
live&scope=site
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Competency
In this assignment, you will demonstrate your mastery of the
following competency:
· Analyze the use of management styles in varying contexts to
determine preferred approaches
Scenario
You are a training coordinator for Sunnyvale Insurance. The
company recently added a new manager, and with new
management positions anticipated, the company owners have
asked that you support the company in calibrating management
approaches and styles. In order to do this, you will need to
develop management recommendations to send to leadership.
Your work here will support leadership in both training current
management and in informing future hiring decisions.
Sunnyvale Insurance
Company History and Overview

Sunnyvale Insurance was founded as an independent insurance
company by Julianne and Robert Montague. They met at work
selling insurance for a large chain company, and they were
frustrated with working in a model that focused on making
money over what is best for clients. They decided to open their
own insurance company to better serve their community. The
company provides reasonably priced home insurance,
automobile insurance, renters' insurance, business insurance,
and small business insurance. Within the past few years,
Julianne and Robert have taken a more hands-off approach in
order to travel and enjoy retirement. The company has a diverse
workforce and a small team that operates remotely to manage
technology and customer support needs.
Vision
Sunnyvale Insurance helps clients—from small businesses to
everyday people—find the right insurance needs for themselves,
their businesses, and their families. The company prides itself
on getting to know its clients personally and on presenting
options that fit within its clients’ needs and budget.
Company Culture
The company is known for its friendly interactions with
customers. It has a high level of customer satisfaction, and
customers love that the representatives take the right amount of
time to answer all of their questions and that the representatives
seem “human” because they engage in conversation and make
clients feel comfortable. Employees love the laid-back
atmosphere and appreciate having flexibility in their work
week. For example, there is usually no problem if someone
needs to come in late after an appointment, as long as they make
up the time later. But when a new manager starts, he views the
laid-back culture in a negative way and implements more strict
policies.
Technology and Growth Considerations
Technology is growing steadily in the insurance industry, and
consumers tend to favor industries in which they can access
services online. The company hopes to expand their presence

internationally, and online insurance sales and consulting teams
are part of the initiative. The small but diverse team includes
members from all over the world to support clients in a range of
hours.
Management Challenges
Sunnyvale Insurance hired Scott recently when Mary, who had
been in the position for 20 years, retired. Mary was a bit lenient
but very well-respected in the company and among its
employees. Scott comes to the company with several years of
experience managing insurance companies. He has a serious,
authoritative presence. He believes firmly in a traditional
management style in which people come to work, keep their
heads down, and do exactly as the manager says, no questions
asked. Many of the younger employees feel resentful toward
Scott for his management style, preferring a more laid-back
atmosphere and more autonomy.
Since he started in the role six months ago, Scott made the
following changes:
· Enforced penalties for clocking in any more than one minute
late
· Required that employees attend weekly meetings at 8 a.m. (the
workday typically begins at 9 a.m.) on Monday to go over sales
and discuss a strategic plan for the week
· Enforced strategies to increase productivity, including a
significant focus on increasing sales and profit. Employees are
incentivized based on how much money they make, and those
who make below a certain threshold are put on a performance
improvement plan.
· Increased pricing of the insurance plans offered
Scott’s communication with the both the team in the office and
the online team is structured and authoritative. He believes that
clarity is of the utmost importance. Remote employees report
that they feel disconnected from the company and that
miscommunication occurs frequently because it sometimes
seems that a different message is being communicated to them
than to employees in the main office.

Six months after Scott begins in his manager role, employee
turnover increases and employee morale is down significantly.
Customer satisfaction polls indicate a decrease in satisfaction
with the overall experience. The stock market value has
increased, as shareholders see an initial spike in profits. Scott
sees this as a sign that the company is going in the right
direction, but many employees wonder if profits will continue
to increase as their regular clients see the impacts that Scott’s
management style is having on the company.
Directions
Upper management has asked you to develop a management
recommendations email to support management in moving the
company forward. In order to do this, you should analyze the
current management approach being used, identify gaps, and
recommend preferred management styles and techniques that
will best serve the company. Your 1- to 3-page management
recommendations email should include the following:
· Introduction: Owners Julianne and Robert Montague would
like you to frame your management recommendations within the
context of a modern workplace environment.
· Describe the workplace environment, including technology
and growth considerations that potentially impact the
company’s future initiatives. Why is it important to consider
management styles for their impact in a shifting workplace
environment?
· Outline management traits that are valued in diverse and
shifting business environments for effectively supporting
employees. Specifically, provide examples of how management
traits outlined would address the issues of employee turnover
and low morale at Sunnyvale Insurance.
· Identifying Management Challenges: Provide background on
the challenge impacting Sunnyvale’s management, and include
specific examples where possible.
· Describe the influence of the currently demonstrated
management styles on company culture and workplace

environment, and provide at least two examples from the
scenario to support your ideas.
· Consider how employees might respond to the management
styles in the scenario. In turn, how might their responses impact
the customer experience?
· Recommendations for Improvement: The owners have also
asked that you share your recommendations for management and
leadership styles. This will support them in supporting current
management and in evaluating new management candidates.
· Recommend a preferred management approach. Include
strengths and weaknesses as well as specific strategies to best
support management in implementing the preferred approach.
· Based on the gaps you identified in manager support within
Sunnyvale Insurance, discuss styles and leadership methods that
the managers can employ to better support a diverse and
increasingly virtual workforce. Provide examples to support
ideas, and consider strengths and weaknesses of various
management styles.
· Recommend techniques for reflecting on strengths,
weaknesses, and opportunities and for managers to reflect on
and improve their management style to best support the
company and its employees. Specifically consider how
managers will need to adapt their style for a diverse and
geographically distributed workforce.
· Recommend resources and strategies for supporting a diverse
and virtual environment, including technology for addressing
the concerns expressed by virtual employees in the scenario. It
is not necessary to find specific software to use; instead,
discuss what types of tools the company might benefit from.
· Company Impacts: In a closing statement, briefly outline
actions you would like your audience to take away from the
email. Be sure to include how the company will benefit from the
action.
· In the closing statement, be sure to discuss how the preferred
approach and strategies will help support a more positive
company culture and workplace environment, and anticipate the

impact on clients and sales based on key trends.
What to Submit
Every project has a deliverable or deliverables, which are the
files that must be submitted before your project can be assessed.
For this project, you must submit the following:
Management Recommendations Email
Submit a management recommendations email based on
strengths and weaknesses of management styles observed and
employee feedback outlined in the scenario. The
recommendations should suggest a preferred a management
style and approach to support the company as they move
forward. The management recommendations email should be 1
to 3 pages in length.