Organization Planning Cases Concepts

This book is designed for a corporations or business organizations course that introduces fundamental entity concepts in the context of legal planning challenges and through exercises that develop analytical, problem-solving, writing, and communication skills. The book features: 62 mini case study problems, Core doctrinal concepts and contemporary issues, such as say-on-pay, latest shareholder proposal trends, director election bylaws, JOBS Act of 2012, advance notice bylaws (round two), and more: Comprehensive discussions on a wide range of planning challenges: choice-of entity, buy-sell agreements, employee protections, owner operational deal points, ethical challenges, shareholder debt, securities law exemptions, structuring business sales, director protections, controlling shareholder risks, hostile takeover bids, executive compensation, and more. Practical, understandable discussions on financial statements, fundamental financial concepts, business entity taxation, going public realties, bonds, drafting key organizational documents, business valuations, and more. Court opinions and statutory materials that eliminate the need for supplementary materials.

Strategic planning is often considered a complex and difficult task and is frequently avoided because of perceived lack of time, resources or expertise. This step-by-step guide aims to demystify the process of strategic planning for nonprofit agencies and organizations by using case examples to illustrate major concepts.

"Direction," "Destination," and "Decisions" are the outcomes of strategic planning, a process used to formulate strategy by helping leaders and employees to define their organization's path, their desired future, and the actions required to move forward. This work presents a series of illustrations, cases, and "lessons learned" from strategy formation and strategic planning experiences in private and public organizations. Each topic begins with a concise lesson learned, followed by the rationale, and a real-life illustration in a public or private organization. The reasons for assessing current strengths and weaknesses are explained along with competitor analysis, planner roles, vision development, strategic options, and progress reviews. Over one hundred illustrations and cases are featured with links to web sites to give the reader an opportunity to understand how these concepts are put into practice. The reader-friendly design and format enables executives, managers, and students to use the materials for continuous assessment and improvement of their own organizations.