InTrayExercise PDF
InTrayExercise PDF
Starting Exercise
Point
Series Including:
Part 1- In-Tray Exercise
The University of Manchester
Careers Service Part 2- Market Research Report
Part 3- Answers and Scoring Key
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Part One
In-Tray Exercise
In-Tray Exercise
Instructions
Your name is P Smith and you are the Marketing Manager of a company called Reeders.
Reeders is a retailing company specialising in sales of foods and pharmaceutical products
which has branches throughout the country. Its Head Office, where you work, is based in
Birmingham, and there is an organisation chart showing the management structure attached.
The date is Tuesday 6th October 2009. You have been on holiday for a few days and you
arrive at work to find a number of items requiring your attention in your in-tray.
You are required to work through the in-tray and decide on the most appropriate treatment
for each item. Write briefly what you consider to be the appropriate action to take for each
item on the answer sheet provided. In the case of item 5 a longer answer will be needed
and you should do this on a separate piece of paper. You also have a blank diary attached
which you may wish to use for workings etc, but which is not required as part of your answer.
(a) If you wish to complete the whole exercise (including item 5) you have
75 minutes to finish the task.
Suggested answers and the scoring key are included at the back of this pack.
PTO
Read this before doing the in-tray
Here are some common faults and tips to help you to complete the in-tray successfully.
Common Faults
Not managing your time effectively or efficiently.
Not completing all items.
Not bringing in everyday knowledge/common sense.
Not thinking of broad enough alternative solutions.
Not linking some of the items.
Tips
Plan time well from the outset.
Use the clues in the instructions to determine mark allocation and therefore time
allocations.
Don't just use the information given in the question; bring in current events, general
knowledge, recent articles etc., when compiling answers.
Think 'outside the box' i.e. be less rigid in considering alternative options or solutions.
Consider any linking items and the result and impact.
In Conclusion
Results
An overall mark of 50% would be acceptable. However, most employers are likely to expect
a mark in the region of 60% - 70% and would probably look for a minimum mark of 12 on the
report.
George Wilks
Managing
Director
Rob Mason Karen Milward Janet Clifton Roger West Mark Holden Ruth Stansfield
Sales Director Sales Director Marketing Director Finance Director Property Director Personnel and Administration
(Foods) (Pharmaceutical Products) Director
T Wilson M Lucas
Assistant Marketing Financial Accountant
Manager
Branch R Brooks
Managers Management
Accountant
Answer Sheet
Item Number Response
10
11
Diary
I have just had a 'phone conversation with Frank Fielding of Kemiko who are the major drug
manufacturing company organising the above conference. He tells me that there is going to
be a presentation by the manufacturers of Supranine, a revolutionary new drug for hayfever
sufferers which had just been approved for sale over the counter by retailers in this country.
I have read several reviews of this new drug, and from what I have seen it looks set to take
a very large share of the market as it apparently controls quite severe symptoms without
drowsiness.
I feel that the market in hayfever remedies is one that we have never properly got to grips
with in this company, and since the size of this sector of the market expands every year we
must do something about this. We also regularly see drug sales plummet in the spring and
summer months when cold remedies are not selling and if we increased sales of hayfever
products this would help to reduce this.
I have arranged a meeting with Karen for the week after the conference to discuss this, but
she is on holiday the week before and therefore cannot attend the conference itself. I want
you to make sure that you bring back a copy of all handouts relating to this product and any
other information that you think we will need when coming to our decision as to whether
or not to market this product.
2
Masters Rich and Co Telephone 0207 489 9560
Solicitors Telefax 0207 489 9562
127-129 Half Moon Lane
South Kensington
London
SW5 9TD
Telefax - If not well received please immediately telephone 0207 489 9560
To P Smith
Organisation Reeders
Telefax 0121 447 5835 Date 6 October 2009
Copy to
I have been notified by our office in the Far East that Kwono are seriously considering taking
legal action as a result of your high profile launch last month of Fango toothpaste. It appears
that the name 'Fango' was registered by Kwono three years ago and has been used by them
for a highly successful cream to treat athletes foot in Japan and throughout the Far East. Last
year 'Fango' was apparently the most popular over the counter footcare product in Japan and
they have plans to market the product in Europe. Kwono are very unhappy that another
product has been launched under the same name.
3 Reeders
To P Smith Date 5 October 2009
Marketing Manager
Drinks Do: Bell and Anchor Hotel, Queens Road, Friday 9 October
As you may have heard, Marianne and I got engaged on Saturday, and we will be celebrating
this at the Bell and Anchor on Friday. We hope that you will be able to join us at about
5.30 after work for a few drinks, and then to go on for a Chinese banquet at about 7.30.
We need to book numbers at the restaurant, so please let me know whether you will be
able to come. Boyfriends/girlfriends/husbands/wives are very welcome of course!
4
National Society for Disabled Children
PO Box 158
London
NW2 5TD
Head of Marketing
Reeders Ltd
44 Moat House Lane
BIRMINGHAM
Dear Sir
As you know, we are one of the leading charities presently helping children and
young people who suffer from a wide range of disabilities. So far this year we have been
able to give help to more children who suffer from physical disabilities than any other charity
through programmes in the community, through liaison with special schools and through
hospitals. We are also expanding our work into the areas of mental illness, and our findings
to date are that this area in particular is sadly neglected by society as a whole. There is a
vast amount of work for us to do to bring some hope into the lives of many thousands of
children, but unfortunately we find that our funds are not enough to enable us to do what we
feel needs to be done.
We rely very heavily on support from the public, and in particular from corporate
sponsorship and donations to enable us to carry on with our work. To this end we have
arranged a major fund-raising concert on 3 December 2009 to be held at Symphony Hall in
Birmingham, featuring the City of Birmingham Symphony Orchestra and Choir under
Principal Guest Conductor Sakari Oramo in a performance of Tippet's 'A Child of Our Time'.
In order for this to be the success that we hope for, we are asking local businesses to
support the event with sponsorship or a donation. We would be grateful for donations of
whatever size, but if you feel able to contribute £1,000 or more we would be able to arrange
some corporate entertaining for a party of yourselves and your guests at the concert.
Businesses have told us in the past that they find this type of entertaining a very pleasant
way of thanking customers or staff for their support.
I do hope that you will feel able to help us in this way. If you would like any further
information about our organisation or the work which we do, please do not hesitate to
contact me.
Yours sincerely
As you will recall from the last senior management meeting, we have been offered the
opportunity to market the newly developed 'Bronzit' range of sun tan products. This range
of products is relatively expensive, and is only intended for use by people who are travelling
to tropical climates, especially Africa, the Caribbean, the Middle East and Australasia. It is
not intended for use in Europe of North America.
I am concerned that we should only market this product if it is expected to sell, and that we
can reasonably expect sales to increase in the future. Therefore I have asked for some
market research to be sent to you which will help us decide whether to market this
product.
The market research should have reached you by now*, and therefore I would be grateful if
you could summarise the salient points for me in a short report. In particular, I am
interested in the following:
(i) What factors indicate that this is likely to be an expanding market in the
future?
(ii) What factors indicate that this is not likely to be an expanding market?
(iii) Which socio-economic groups should we target with any future advertising
campaign, with reasons?
(iv) Your overall conclusions as to whether to proceed with marketing these
products, with reasons.
Present: G Wilks
K Milward
R West
J Clifton
C Deakin
P Smith
F Hill
It was proposed by G Wilks that a details costing exercise should be carried out. F
Hill suggested that customer opinion could be sought in branches. J Clifton agreed
to arrange this. Further discussion was deferred to the next meeting.
As Joyce is leaving at the end of next month to join her husband abroad, we need to
consider urgently the matter of her replacement. I have discussed it with Janet and she told
me that you would review the details of the applicants and decide who to appoint. She did
mention however that she wanted someone with computer experience, who has worked in
marketing before and who had gained the Certificate of Studies in Marketing.
The new appointment would also have to hold a driving licence in order to drive to
conferences etc as required, but car ownership is not necessary as there are usually pool
cars available. I have also been advised that because of the security aspects of information
relating to drugs etc. we must appoint a British national.
I attach details of the six people shortlisted. Please let me know who to appoint.
Name Marie Forrest
Age 30
Education 2 year course at Hailborough College of Technology
Previous Employment Worked in the marketing department for Mason Green since leaving
college. Substantial amount of computer experience.
Nationality British
Other information Married with no children. Holds a full UK driving licence. Interests
include playing squash and horse riding.
Phone Message: Your girlfriend/boyfriend phoned while you were away from your
desk and asked me to give you the message that (s)he has managed to
book theatre tickets for The Regent Theatre on Queens Road for
Friday night. The performance starts at 7.45pm. (S)he asked me to
tell you to ring back to confirm whether or not you can make it.
10
Head of Marketing
Reeders Ltd
44 Moat House Lane
BIRMINGHAM
I am writing on behalf of our society which was formed last year, in the hope that you
will feel able to sponsor us on a tour of the Greek islands. We hope to tour the islands next
May for two weeks with a team of about 10 people. We plan to give demonstrations of
synchronised swimming in the sea and swimming pools and to raise the profile of the sport
in general by our presence.
We will be able to display the Reeders name and logo prominently on our swimwear,
thus giving a high degree of exposure to your company. We will also be able to publicise the
use of some of the food and beauty products that your sell, for example waterproof
cosmetics and slimming products (as several of our team have recently been on diets and
will happily attribute their success to one or more of the diet programme that you sell).
We would hope that you would consider a figure in the region of £8,000 reasonable
for such sponsorship. We look forward to hearing from you, and feel sure that this
arrangement will be very beneficial to us both in the future.
Yours sincerely
I have competed final negotiations with the garage supplying your new company car, and
they will have it ready for collection between 3 and 5pm on Thursday 15 October, so
therefore I would be grateful if you could arrange for it to be collected at that time. They
have agreed to include the sunroof, remote alarm and the CD player at the price we
originally agreed. I have also arranged for your old car to be collected from the car park at
Head Office on the afternoon of the same day.
Please let me know immediately of any faults that you notice. When we are paying this
amount of money for a car it should be perfect!
Part Two
Market Research
Report
Trends in Consumer Demand for Holidays and
Related Products
The slight recession has undoubtedly affected the demand for holidays over the past two or
three years. The level of disposable income enjoyed by families has fallen in relative terms
in many case, and therefore spending on luxury goods such as holidays has been less than
might otherwise have been expected. This is seen most clearly in the increase in the
number of holidays taken in the UK in the last 5 years (see appendix).
However, the recession did prompt a marked increase in the number of weddings overseas
in exotic locations. Getting married on a tropical island appears to be becoming increasingly
popular, and many travel companies now offer packages to cater for this increased demand.
Islands in the Caribbean are the main part of this market, with St Lucia being most popular.
The increase in popularity appears to be due to the potential cost savings which can be
achieved by marrying in this way. The typical cost of a wedding in the UK has been
estimated at £12,500 compared to a package incorporating a wedding on a tropical island
which typically is available from about £3500 upwards. Recessionary pressures combined
with the obvious attractions of this type of holiday leads market analysts to expect the
increases experienced in this type of holiday leads market analysts to expect the increases
experienced in this sector of the market to continue beyond the end of the recession.
The effect of an ageing population on the holiday market must not be underestimated.
People have an increasingly long life expectancy, and the increasing incidence of private
pensions means that a fast growing part of the population has the time and the income to
spend on holidays. Analysts within the market expect this to increase the demand for
holidays to all destinations over the next few years. A similar effect is expected to be seen
as a result of the trend towards shorter working hours and more generous holiday provisions
being experienced amongst the employed.
Green issues are also affecting the holiday market. There has been much publicity over the
recent past regarding the hole in the ozone layer, discovered initially in the southern
hemisphere, but also found to be affecting the northern hemisphere. The initial fear in the
holiday trade was that holiday makers would be discouraged from taking holidays in
locations affected, particularly Australia and the tropics, but recent evidence suggests that
this has had only a limited effect. It is clear, however, that people travelling to destinations
affected are being more responsible and taking precautions i.e. people are more likely to use
products to protect the skin from damage, and on average they are prepared to pay more for
such products as a result of the publicity which this issue has received in the press. The
feeling in the industry is that in future, if more publicity is given to this matter, consumers
could well be deterred from holidaying in the destinations affected.
Sales of the products associated with holidays have increased over recent years. There has
been a lot of publicity given in the press to the consequences of prolonged exposure to the
sun, and cases of skin cancers in particular melanoma appear to have deterred people from
unprotected sunbathing to some extent. Sales of sun tan products are increasing as a
result, but there is also some evidence to suggest that consumers may be taking a more
cautious view still, and risking less exposure to the sun in the first place. Therefore it is not
clear whether the trend of increasing sales of suntan products will continue or decline as
holidaymakers cut down on the amount of time they spend in the sun while on holiday.
There has also been a significant increase in winter sports holidays in the last 10 years.
These holidays appear to be particularly popular with younger people and people from the
higher socio-economic groups, and this area of the market is expected to increase still
further in the future. Many school pupils are now learning to ski on trips organised through
the schools, and it is expected that many will want to continue this activity into adult life, with
the result that the numbers of holidays being taking is confidently expected to increase. The
associated sales of holiday medical insurance in therefore also expected to be a growth
area.
Amongst holidays to more exotic locations, the effect of problems in the Gulf appears to
have resulted in a marked fall in the demand for holidays in this area of the Middle East.
Holidaymakers appear to harbour fears for the stability of the region and therefore their own
safety. This effect is expected to continue for some time, with no imminent return to
popularity expected. The image of the Middle East also continues to suffer from the
Israeli/Arab problem. Israel however remains very popular as a holiday destination amongst
people of Jewish extraction who do not appear to have been deterred by recent events.
30.00%
25.00%
20.00%
15.00%
10.00%
5.00%
0.00%
I II III(i) III(ii) IV V
UK population by socio-economic group
Population Mix 1999 Population Mix 2008
50
1993
Holidays
Abroad 2008
40
3 or more holidays
Social Class
No
30 2008
2 holidays 1 holiday holiday
AB
20
Holidays in
UK C1
10
C2
0 DE
1983 1988 1993 1998 2003 2008
1 Holiday of four nights or more taken by adult residents
1 Holiday of four nights or more of Great Britain in Great Britain and abroad
Source: British national Travel Survey.
British Tourist Authority
Source: British national Travel Survey.
British Tourist Authority
Holiday Destinations by Social Groupings
Canada
United States
Commonwealth, Caribbean and Latin America
Australia and New Zealand
Other Africa
South Africa
North Africa
Middle East
Other Europe
European Community
Spain
Portugal
Italy
Netherlands
Irish Republic
Greece
Germany (Fed. Rep)
France
Denmark
Belgium/Luxembourg
Percentage Change -50 0 50 100 150 200 250 300
1998 - 2008
Part Three
Answers and
Scoring Key
Suggested Answer
Item
1 and 11 The MD requires handouts to be brought back from a conference that P Smith is
due to attend (item 1), but the date of the course clashes with collection of his
new car (item 11). There are two possible solution to this problem:
(i) Contact the Administration Manager and arrange for the car to be collected on
the following day or by someone else, so that you are free to attend the
conference. This is the better solution, as the MD seems very keen on the
subject matter being discussed at the conference and may question P Smith
about it afterwards.
(ii) Arrange for Assistant Marketing Manager to attend the conference instead,
therefore leaving the day free to collect the car. Although this solution avoids
the clash, if the MD asks P Smith any further questions about the material
presented at the conference, he will not be able to answer them.
2 This is a fax from Japan giving notification of impending legal action. Participants
would be expected to realise that they need further advice on how to proceed.
They would need to:
Contact a firm of solicitors or other legal advisors in order to obtain legal
advice.
Notify other senior people within the firm of the problem, eg Marketing
Director, MD
3 and 9 This is a invitation to a 'drinks do' and meal (item 3) on the same night as a
booking for theatre tickets (item 9). However, as they are both in the same road,
it is possible to attend both if the meal is missed out. Alternatively, P Smith may
wish to discuss with girlfriend.
Marks to be awarded: up to 25
7 This is a lengthy set of minutes most of which does not relate to P Smith at all.
However, item 3 requires P Smith to arrange advertising in a paper ahead of 6th
November. As the date is 6 October, this now requires immediate attention.
Participants may also notice that item 1 of the agenda will result in some
customer opinion being sought in branches. A marketing manager would be
expected to be aware of this by the next meeting, therefore 2 marks are available
for spotting this and obtaining research. Alternatively P Smith may delegate both
jobs.
8 Appointment of new member of staff. Participants are required to select the most
appropriate candidate from a list of six, given certain selection criteria, and
referral to the Marketing Director has been ruled out. Only one candidate
(Thomas Pate) fulfils all criteria. Other candidates are not possible because:
Marie Forrest - does not hold Cert. of Studies in Marketing, as
Hailborough College does not offer this Qualification.
Clive Wesley - no marketing experience (Gregsons do not do any
marketing).
Kalus Weismann - not a British subject
Rebecca Jackson - does not drive
Julia Rimmer - No I.T. experience
(ii) Factors which indicate that this is not likely to be an expanding market
The recession has caused the popularity of UK holidays to increase.
There has been a lot of publicity given to the hole in the ozone layer, particularly
with regard to Australasia and the tropics, which could deter people from taking
holidays in these locations in future.
There has been a lot of publicity about skin cancers, particularly melanoma,
being caused by exposure to the sun.
Winter sports holidays are becoming popular among socio-economic groups A
and B in particular, and any significant shift from summer holidays in the tropics
to winter holidays by this particular group could have a marked effect on the
number of holidays being taken in total in tropical locations.
The terrorist situation has resulted in a fall in popularity of the Middle East as a
holiday destination.
Bronzit is an expensive product.
(iv) Conclusion
4 marks available for a sensible conclusion and overall presentation and structure of
the report.
The conclusion that the participants arrive at will probably be to recommend going
into this market, as the number of points for this seem to outweigh those against.
However, many of these issues are judgemental, and providing the candidate
appears to have weighed the issues and justified his/her conclusion adequately
marks should be given. Marking guidance could be as follows:
10 Accept sponsorship 0
Reject sponsorship 3
Does not reply to letter 0
Total Marks 65
Percentage 100 %