TO:

Robert B. Davidson

DATE:

January 25, 2013

FROM:

Elizabeth P. Grider

SUBJECT:

Weekly Lunch Meeting Location

EFFECTIVE DATE: FRIDAY, FEBURARY 1, 2013

To find a more appropriate and professional location for the Civil Engineering Associates weekly
Friday lunch meetings that is comfortable and enjoyed by everyone.
Concerns:
Environment intended for Men
Unprofessional Business attire
Uncomfortable flirtatious interactions
Distractions from important business decisions and relationships
Values of the meetings:
Only regular gathering with everyone
Establishes comfortable working relationship
Tradition
Projects discussed and decisions made
Solution Proposal One:
We order Catering to the office
Could still get the same food we like
o Could also rotate through some variety potentially
More Professional Environment
Solution Proposal Two:
Vote on an alternative local meeting spot
Fair for everyone
Similar tradition but with everyones wishes in mind.

Case Document 7-5

Circle Marketing Group
157 Adoncia Way
Sanford FL, 32771
March 1, 2015
Jordan Zinger
4184 Pitch Pin Circle
Oviedo FL, 32765
Dear Jordan,
The executives of Circle Marketing Group have weekly meetings on Saturdays. With the New
Year, the pressure is on to increase profits and grow the company. Were off to a great start so far,
however we want to do everything we can to build a foundation that will give us the momentum
we need to power through 2015 and make it a record year. Your consulting experience is second
to none, and we have some requests we would like you to look over. If we can agree to proceed,
we would request a response by no later than the April 1, 2015.
Consulting Assistance Requested
We would like you to provide us data and advice regarding analytics and the efficiency of our
internal operations in the following areas:
1. Interpret the web analysis of our online site, and provide us optimizations and
suggestions that will allow us to better serve our users what they require faster.
2. Analysis our social media analytics to determine what tactics are working, and where we
fall short. A revised online marketing strategy would be extremely beneficial.