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12.1 Evaluation and control as a management process

Firstly, let us distinguish between the terms evaluation and control. Evaluation is measuring how well our plans are working and the effectiveness and efficiency of our day-to-day operations. Evaluation means gathering information about how well employees are performing or how well machinery is operating and deciding (if necessary) what must be done in order to improve the situation. To evaluate our situation we should ask ourselves questions such as:

In the control function we use the information provided by the evaluation to exercise better control and improve operations in our areas of responsibility. Control is an effort to compare actual performance with objectives and take whatever action is necessary to offset any deviations or address inadequate objectives.

The concept of control can cover anything from using budgets and job descriptions that set guidelines in advance, through installing dials, gauges and alarms that can catch problems as they occur, to undertaking reviews and analyses that take into account an organisation's performance and suggest changes.

Controls translate plans into objectives and measure performance against them. They keep the organisation's or group's strategy alive. The best construed plans can go astray, and as a manager you must know when, why and how operations are not on the right track. Therefore, planning and controlling are interrelated.

Therefore, evaluation is a vital part of the overall control process, and decision-making depends on good evaluation. If your evaluation shows that all is not going well, then you have to take action. You might ask yourself questions like the following:

The answers to such questions might indicate that your staff need to undergo some training, that you need to review the equipment or technology you are using, or that you need to set new, realistic objectives. If actual performance falls below objectives, you may need to review your day-to-day procedures.

For example, if your monthly sales fall below target then you may have to meet with your staff to discuss ways in which to increase sales to meet your targets. The following textbook reading is a basic introduction to our topic.

In your text

Bartol, K M; Martin, D C; Tein, M H and Matthews, G W (2001),
pages 491-493.

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